Approving or rejecting an FTE Summary Top Down task

A user with Workflow Administrator role selects approvers or approver groups for stages and steps in the workflow configuration for the selected FTE Summary Top Down 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 Top Down task to approve or reject.
  6. Review the FTE Summary Top Down task.

    The task 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.
    • The actual FTE numbers of your employees.
    • Additional factors that affect the actual FTE numbers.
  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.
    Note: Approvers can adjust data only if the enable modifications option is selected for the corresponding step in the workflow configuration.
  8. Select one of these options:
    Option Description
    Approve The decision package gets approval for the stage and step for which the selected planner or a group of planners were responsible. If more steps are configured in the workflow for the selected stage, the planner or a group of planners responsible for the next step receive the approval request. Alternatively, if the stage does not include more steps, the planner or a group of planners responsible for the next stage receive the approval request. If no further steps or stages were configured in the workflow for the selected decision package, the request receives final approval.
    Reject The decision package is rejected and returned to the planner.