Approving or rejecting an FTE Summary Dynamic request

Before submitting a Decision Package Dynamic request, a planner selects an approver or an approver group.

As an approver or a member of the approver group, you can approve or reject the requests that are based on the FTE Summary Dynamic workbook.

  1. Click the Home icon.
  2. Click Tasks.
  3. Select the configuration set, budget version, and entity.
    You can select a version or all versions that were configured for the selected configuration set.
    Note: Allocation requests use actual versions and FTE Summary requests use budget versions. We recommend that you select all versions to see both Allocation requests and FTE Summary requests.
  4. Click Apply to see all tasks that are assigned to you or your group.
  5. Click the FTE Summary Dynamic request to approve or reject.
  6. Review the FTE Summary Dynamic request.

    The request includes these components:

    • The FTE numbers that were calculated by Workforce Planning to be required to fulfill the forecast workload.
    • Additional factors that affect the required FTE numbers based on the selected template.
    • The actual FTE numbers of your employees.
    • Additional factors that affect the actual FTE numbers based on the selected template and the selected context.
  7. If adjustments are required, provide your input for the Agreed FTE plan row.
    The agreed FTE plan represents the approved FTE numbers.
    You can perform data area adjustments for the period in the ‘Selected Period’ section and future periods. The selected period corresponds to the current period at the time the request was created.
  8. Optionally, select an additional person or group to approve the request.
    After another approver is selected, the request is assigned to the selected person.
  9. If you do not want to send the request for additional approval, select one of these options:
    Option Description
    Approve The Decision Package Dynamic gets final approval.
    Reject The Decision Package Dynamic is rejected. The task returns to the previous step. For example, if the task was rejected by the second approver, it is assigned again to the first approver. If the task is rejected by the first approver, it is assigned back to the planner.