Creating a position-driven plan

Audience: Administrators and read/write users Edition: Pro

 

Overview

The Planning module is designed to facilitate workforce planning exercises. Multiple planners can collaborate in real-time to restructure and model future states of the organization.

OrgChart allows administrators and read/write users with access to Planning to create position-driven plans from their position-driven base charts.

The following article provides information on:

• Creating a position-driven plan

Creating a position-driven plan

1. Open a position-drive base chart. The plan you create will use that base chart's data.
   
   
2. Click on the Planning button on the left-hand side of the screen.
   
3. The Chart explorer is opened to the Planning tab. Double-click on an existing plan to open it, or click on the Create Plan button to create a new plan.
   
4. Enter the plan name, and then, optionally, add a description.
   
   
5. Search for the record that should be at the top of the plan. You can search for the record by employee name or position title.
   
6. Select the number of levels (beneath the record that you've chosen to be at the top of the plan) to include in the plan.
   
   
7. Choose an objective (i.e., Cost reduction, headcount reduction, relocation, or general organization design) of creating the plan.
   
   
8. Optionally, search for users with whom you'd like to share the plan as a collaborator or view only user.
   
   
9. Click on Create button to create the new plan.

Note

For more information on position-driven planning, reference the Updating position-driven plans article.