As Workforce planning includes People and Company data, it’s important to ensure that you’ve set up Permissions according to your company’s particular process requirements. 

How to set up permissions for workforce planning

Workforce planning Admins, workforce planning participants require certain permissions: 

  1. From the left menu, click Settings > Roles & Permissions.
  2. Under Admins, All employees, Managers, Profile owners, or Add another group + click Manage Group.
  3. From the permissions category table on the left of the page, click Workforce planning.

Note: Ensure that you set up the appropriate Workforce planning permissions for employee roles in both Other Employees and Company categories.

Workforce planning Admin 

If you’d like to give the responsibility to create, manage and configure an event, or to make an employee an event Admin, enable the Company permission within the employee’s custom permission group: 

  1. Click Workforce planning from the permissions category table on the left of the page.
  2. Click Events to expand the permissions dropdown:
    • Manage events
      You’ll be able to manage workforce planning events or cycles with the ability to Add, Delete, Edit, and Duplicate.For Admins, this permission is enabled by default and can’t be changed. 
  3. Click Position Management to expand the permissions dropdown:
    • Manage positionsYou’ll be able to access and manage the positions management work area, including being able to add a new position. 
    • View positions managementYou’ll be able to access and view the positions management work area.The actual data on the page is controlled by employee-level permissions.
  4. Click Position Management Settings to expand the permissions dropdown:
    • Manage positions settings.
      You’ll be able to manage position attributes, add new positions, and delete and edit attributes.

Workforce planning participants

Note: Planners and co-planners are granted automatic permission to view worksheets upon invitation. Co-planners have the same permissions as planners once added to the event. 

Tip: If you plan to run a series of events, whose planners are the same group of users, e.g., HRBPs, Finance, and key managers, set up a specific group for them, e.g., “WFP team.” Be sure to set the appropriate level of permissions for this group.  

Other Employees Company
  1. Click People from the permissions category table on the left of the page.
  2. Click Positions to expand the permissions dropdown:
    • View the Positions section of their team members
    • Edit Positions team members' sections
    • View Positions team members' section histories

      Note: These permissions are disabled by default, but you can enable them. 

  3. From the permissions category table on the left of the page, click Workforce planning
  4. Click Position Management to expand the dropdown:
    • View selected employees' positions hierarchy
    • View selected employees' positions hierarchy history

Group members will be able to see the positions of the Applies to hierarchy. The actual data on the Position management page is controlled by these permissions.

To enable managers to see their own reporting line’s vacant positions (TBH), from Profile Owners, click Workforce planning from the permissions category table on the left of the page. Then, click Position Management to expand the dropdown then enable: 

  • People can view their own position hierarchy
  • People can view their own position hierarchy history.

Note: To access the Position management page, the participant requires permission to View positions management. The actual data on the Position management page is controlled by the above permissions.