Workforce Planning: Setup & Workflow (Flowchart)

Before you start

Before creating a workforce plan, make sure the required setup is complete.

You need:

Workforce roles created
Base compensation added for each role
Role-to-account mapping configured
Cost centers, entities, employees, and vendors available
Access as a Budget Process Owner or Budget Contributor

Workforce Planning Workflow (Flowchart)

Workforce Planning Workflow (2).png — Start to End Workforce Planning Workflow

Next Steps

Configuring Workforce Planning: Steps to Create Roles

Cost Center Budget

Configuring Workforce Planning: Steps to Create Workforce Plan