A staffing plan is the headcount and estimated cost for a department over a date range. Open Staffing Plan under Lifecycle & Compliance. The list title is Staffing Plans. The column is Name. Search reads Search.... An empty list is titled No staffing plans yet and reads Forecast headcount needs by department and role. Choose New Staffing Plan.
Create a plan
- Choose New Staffing Plan.
- Enter Company. That field is required.
- Choose Department.
- Set From Date and To Date. Both dates are required.
- Total Estimated Budget is calculated for you. You do not type it.
- Under Staffing Details, choose Add Row for each role. Designation is required on the row. Enter Number Of Positions, Estimated Cost Per Position, Current Count, Current Openings, Vacancies, and Total Estimated Cost for that role.
- Choose Create Staffing Plan.
The confirmation is Staffing Plan created. A new plan shows Save first to assign people, attach files, add tags, share, and comment.
Revise the plan
Open the plan, change dates or staffing rows, and Save. The confirmation is Changes saved.
Submit files the plan and says Submitted. Submit failed leaves it unsubmitted. After it is submitted, Cancel says Cancelled.
If Company, From Date, or To Date is missing, the message names those fields and the plan is not created. A row without Designation is not a complete staffing line. Save with nothing new says No changes to save. A failed save says Save failed. Your edits are still here.