Create Plan - Create a Plan Page

The Create a Plan page is the first step in creating a headcount plan. From this page, you will define general information about the plan, such as the name and due date. You will also define the time scope of the plan.

General

The following fields display in the General section:

  • Name of your Plan - Enter the plan name. There is no character limit.
  • Area - Select the level and area of your organization that you'd like to plan for. The hierarchy displayed is the Reporting/Manager hierarchy.
  • Targets - This option allows planners to access a Targets page from the plan and enter an annual cost budget for the plan. To enable the Targets option, toggle the slider to the right. When enabled, "On" displays to the right of the toggle. The Targets option is disabled by default.

Show Advanced Settings

The Instructions, Description, and BC Notifications To fields are visible in the Advanced Settings section but do not currently have functionality for the plan. The functionality may be available in a future release.

Scope

The following fields display in the Scope section:

  • What is the Time Horizon of this plan in years? - The time horizon is the total period of time for which the user intends to plan. Select one of the time horizon options. The options are in yearly increments, with 0.5 being six months.
  • On what Time Increment are you planning? - This defines how the time horizon is broken up or segmented for planning purposes. Currently, the time increment is automatically defined as monthly. Additional options to define the increment as quarterly or annually may be added in a future release.
  • What is the Start Date of the plan period? - This field allows you to define the start date of the time horizon. Click the Select a Date field to enter a start date. The date can be a current, future, or past date. For example, you select three years in the Time Horizon field. Then, you set the start date of the time horizon for June 2017. This would mean that the headcount plan would run from June 2017 to May 2020. When choosing the date range, keep in mind the date ranges that are included in your Cost Model file so that accurate costs are applied to the positions in your plan.
    • If you want to include a period of time before your official plan year, you can extend the plan earlier to update that period, i.e., the current year.

Position Attributes

In this section, you can manage changes to the Main Attributes and the Optional Attributes in the planning configuration.

Cost

In this section, planners can enable a Cost Override setting, which will allow planners to manually edit the cost components of any position within Planning. New cost components cannot be added at this point; the components available will be the same components that are in the original cost file.

The Cost Override setting is disabled by default. When enabled, planners will be able to edit costs on the plan. This decentralizes the control of costing from a Human Resources/Administrator team to all planners for their respective areas.

For information about manually editing cost components, see the Create Plan - Planning Page - Position Costing topic in Online Help.

Assignment

The following fields display in the Assignment section:

  • Primary Planner - Select the primary planner from the users in the drop-down, which include the plan creator, the user who occupies the top most position instance in the plan, and possibly position instances at that highest level, depending on configuration. There can only be one primary planner per plan. This field is required and by default is the plan creator.
  • Co-Planners - You can select any user in the portal. Select the user from the drop-down, and then click the plus icon to add the user as a co-planner. There can be unlimited co-planners per plan. This field is not required and, by default, there are no co-planners assigned.
  • Due Date - Click the Select a Date field to enter a due date. The due date is not recognized as a date that will trigger any actions, such as closing the plan. This field is not required.

Start Planning/Cancel

Click Start Planning to create your headcount plan. This saves the plan to the Active Plans section on the Headcount Planning homepage and opens the planning page.

Important Note: Only click the Start Planning button once. If you click it more than once, you will create a new plan each time you click the button.

Click Cancel to cancel creating the plan.