Planning and approval

Workforce Planning workbooks, together with the workflow process, provide a tool to create, submit, and approve requests and to complete tasks that are assigned to designated users.

Requests

The requests are created by planners and are submitted for approval to a responsible person or group depending on the defined workflow.

These types of request are available in Workforce Planning:

  • Allocation Dynamic
  • FTE Summary
  • FTE Summary Dynamic

Tasks

The workflow administrator configures the workflow and creates tasks for a selected Decision Package Top Down workbook. Each task is assigned to a designated person. Each person can find their assigned tasks on the Tasks page.

These types of task are available in Workforce Planning:

  • Allocation Top Down
  • FTE Summary Top Down