Configuring a Workforce Planning workflow

Workforce Planning workflows consist of one or more stages. Each stage can contain multiple steps. Different users can be responsible for different stages and steps.

  1. Click the Home icon.
  2. Select Business Configuration > Configuration Set-specific Settings > Workflow Configuration.
  3. In Configuration set Overview, click the version to which the step applies.
    The version and its parent configuration set are highlighted.

    Allocation Top Down workbook provides an allocation tool with approval process for actuals data. This data is saved in an actual version. Therefore, the same actual version should be selected in the workflow configuration for the selected Allocation Top Down workbook. The specific actual version depends on the planning frequency selected in the Allocation Top Down workbook.

    If you configure the workflow process for a selected FTE Summary workbook, select the standard budget version that was selected in the FTE Summary workbook.

    The Details section lists the applications for which planning steps are available, grouped by entity. If the selected configuration set and version are used only in Workforce Planning, then the only entity that is listed is Unassigned.
  4. In the Configure column, click the Configuration icon of the Workforce Planning application to which the workflow step belongs.
  5. In the Object Based Workflow section, select the type of workbook and select one of these types of workbook to configure.
    Option Description
    Decision Package Top Down Select a workbook from Allocation Top Down and FTE Summary Top Down workbooks that have been created by your administrator.
    Decision Package Select a workbook from FTE Summary workbooks that have been created by your administrator.
  6. Click Add Stage, or click the Edit icon of an existing stage and specify this information:
    Name
    Specify a name for the stage.
    Active
    Select Active to make the stage available.
  7. Add further stages as required.
    You can drag and drop stages to change their order.
  8. To add a step to a stage, click the Expand icon and click Add Step. Specify this information:
    Name
    Specify a name for the step.
    Active
    Select Active to make the step available.
    Due Date
    The due date defines the date by which the corresponding task should be completed.
    Note: The Due Date configuration is applicable only to Decision Package Top Down and not to Decision Package.
    Responsible Type
    Specify whether a user or group is responsible for approving or rejecting the step.
    Responsible
    Select the user or group responsible for the step.
    Enable Modification
    This option is optional for the approver step, but it is required for the planner step. Ensure that this option is selected, so that the planner can specify or modify data.
  9. Add further steps as required.
    You can drag and drop steps to change their order.
  10. Select Completed when you have finished configuring the workflow.
    If the workflow is for a decision package, the package is displayed in Applications > Sub Plan > Workforce Planning > Reporting > WP Decision Packages.

    If the workflow is for a decision package top down, the tasks that are associated with the package are displayed in your tasks.