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"Approve plan" button in WFP explained

  • August 29, 2024
  • 4 replies
  • 96 views

A Workforce planning Admin can go into the event and click Update positions. This will streamline all of the changes made in the event to the Position management page.

 

So once Approved the button then turns to "Update Positions".

 

4 replies

meagan.gundersen

Does it only update positions? Is there a way it can sync to jobs as well so the changes go through to Core once approved?


Netta Brodsky
Bobber

Hi ​@meagan.gundersen 

Great question - this is a really common point of confusion 😊

The Update Positions button in Workforce Planning applies all approved changes from the event to the Position Management page only. It doesn’t automatically sync those changes to Jobs in Core HR.

This is because positions and jobs are separate entities in Bob: positions live in the Workforce Planning module, while jobs are part of Core HR. Although jobs are required in order to define positions, updates made to positions don’t automatically flow back to job records in Core HR.

That said, to help surface any mismatches between data in WFP and employee profile fields in Core HR, you can set up field mapping within the WFP module. This way, if there’s a discrepancy, the system will flag it so you can review and align the data as needed.

You can find more details in this Help Center article: Map and align data in positions.


meagan.gundersen

Thanks ​@Netta Brodsky! This is helpful to understand, and I’ll dive into the help center article as well. Much appreciated! 😁


Netta Brodsky
Bobber

@meagan.gundersen  - My pleasure! 😊