Workforce Planning is a new way of interacting with intelliHR. The Workforce Planning features aims to help you:
- Plan the growth of your business;
- Maintain business structure despite vacancies;
- Better support new hiring initiatives and programs; and
- Set and enforce requirements for each position in your organization.
This article covers:
- What is Workforce Planning?
- How to create Roles
- Using Workforce Planning in parallel with your current data
- Discrepancies in Job Data vs Role Data
What is Workforce Planning?
Workforce Planning allows you to create "Roles" for your business without necessarily having people populate those roles.
Here's a helpful article explaining it.
The ultimate aim of Workforce Planning is to give administrators a quick and easy way to view what roles are vacant / need to be filled within the company.
By creating Roles, administrators can outline specific requirements for jobs; such as position title, pay grade, business units, location, etc.
How to Create Roles
1. Navigate to Organisation >> Workforce Planner.
2. Click on Create Role in the top right.
5. Enter Name of Role (this refers to the job position you are creating; for example, Chief Executive Officer, Customer Support Office etc)
6. Enter Code (if you will be integrating intelliHR with other systems the code field can be used to add external codes to assist integrations)
7. Enter the Parent Role (the role that the current role being created reports into)
8. Enter the Role Description.
9. Add Requirements - These will not limit what data you can select when creating / assigning a job. It will merely show up as a discrepancy on the Workforce Planning page if the data between the Role and Job doesn't match.
10. Repeat the process to add any other establishments/roles.
Using Workforce Planning in Parallel with your Current Data
It's likely that your tenant already has a robust model of people and jobs data that have done well so far. Why switch over to Workforce Planning?
The best part about Workforce Planning is that it's a non-invasive addition to modelling Job structures within your organisation.
Here's how to begin integrating Roles into your current data model
1. Create Roles using the instructions outlined above.
2. Click Assign Role in the top right.
3. Choose one of the Roles you have created and click Next.
4. From here you can select one of three options:
- Create a Person To Fill This Role - This process will look the exact same as when creating a new person within the system. It will ask you to create person's data, then the job data, then any Job Requirements and Workflows.
- Fill Using an Existing Person - This process will look the exact same as when creating a job for someone within the system. It will ask you to choose a person who already exists in the system, then it will prompt you to create a new job for them.
- Move Job From Existing Role to This Role - People who already have Jobs within intelliHR will automatically have "No Assigned Role" against them. This makes it easy for Roles to be assigned to them using the "Fill Using Job" function.
Discrepancies in Job Data vs Role Data
If a person's Job data does not match up with the requirements of their assigned Role, it will come up with an error message on the Workforce Planning page.
Clicking on Resolve Role Error will outline what exactly is the contradicting data.
Roles are non-invasive, meaning that this error won't limit any functionality in terms of updating / managing the subject's job data.
It is merely here to highlight that there is a discrepancy between the subject's current job and what the outlined requirements of the Role are.