Page Comparison

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Related pages:

• 💡 Workplanning & Resource Planning: Key Relationships

• 🔧 Workplanning & Resource Planning: Customization Options

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📝 Workforce Planning 

Workforce planning helps organizations keep a pulse on workforce needs to ensure workforce is effectively and efficiently utilized during the execution of their Planning in Amp Impact allows organizations to manage workforce needs and ensure adequate staffing and completion of project implementation activities. This The Workforce Planning functionality includes managing positions Positions, Assignments, assignments and levels Level of effort Effort Estimates across activities Activities and/or objectivesObjectives. 

Additionally, the Workforce Planning functionality in Amp Impact helps program managers indicate the workforce needs for their implementation activities. It also enables resource managers to manage the roles available in the organization to support project implementation, and understand the workforce requirements across projects. 

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can be extended through declarative or custom development to meet other use cases of workforce planning

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, including recruitment

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processes, workforce demand, and supply analysis

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. Alternatively, other platform tools such as

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the “Recruiting” app by Salesforce,

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“Precursive PSA” or “Target Recruits” can be used for advanced workforce planning

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processes.

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Create & Manage Roles

Resource Managers can manage Roles available in the organization to support project implementation and the default Roles track details about types of responsibilities or jobs and the costs associated with those roles as part of workforce planning via the Roles Object tab in Amp Impact.these roles. A Role is different from a Position in that it is a type or grouping of duties that are not specific to one project, department, or location. A Position, on the other hand, is an instance of a Role that is filled by a specific person (or Contact in the system).

Resource Managers typically create and manage Role records to indicate typical responsibilities or duties needed to complete a project or activity. To create a new Role record, follow these steps:

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1. On the Navigation bar or in the App Launcher, locate the 'Roles' tab and click on it“Roles” tab.

2. Click on the ‘New’ button “New” button to create a new Role record.

3. Enter the details for the Role which include:

   1. Role Name (Required)

   2. Default Unit Cost 

   3. Default Time Unit for Costing

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Over time, if any values in the Role record need to be updated:

1. On the Navigation bar or in the App Launcher, locate the 'Roles' tab and click on it

2. To update a Role, select the relevant record and click on the Edit option

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Existing Role records can be modified by clicking the “Edit” button to modify fields.

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Create & Manage Workforce Assignments

Once the Resource Manager has created Roles, the Program Manager can now create an Assignment records record to request workforce a resource for an Activity. Organizations have different approval processes in place to manage Assignment requests and the related automation or notifications can be configured based on an Organization’s needs.

1. Navigate to the Project record.

2. Select the relevant Implementation Plan “Implementation Plan” record.  

3. Click on the Activity “Activity” that needs resource/workforce assignment to navigate to the Activity record’s detail page.

4. Click on the ‘Related List’ “Related List” tab.

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2. In the ‘Assignments’ “Assignments” related list, click on the ‘New’ button

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1. “New” button to create a new assignment request.

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2. For a new Assignment record, the Assignment ID and the Activity field will auto-populate. To save a record, specify the role “Role” required to successfully implement the selected activityActivity. 

3. For the fields ‘Start Date’ and ‘End Date’, “Start Date” and “End Date’” default values will be pulled from the related Activity record. However, you can update these values: 

   1. For the Start Date “Start Date” field, the value is pulled from the Activity “Activity Actual Start Date Date” field in the related Activity record.

   2. For the End Date “End Date” field, the value is pulled from the Activity “Activity Actual End Date Date” field in the Activity record.

👷  Admin Note: 

The following Flows  are responsible for pulling the default value into the fields mentioned above:

• Activity Trigger Date Fields Update

• Populate Assignment Date Fields Trigger

• Update Assignment Date Fields 

These Flows are packaged as templates and can be deactivated / modified by System Administrators.

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1. 1. .

2. Optionally, you can also:

   1. Add ‘Estimated Effort’ “Estimated Effort” as % of FTE (Full Time Effort) and Actual Effort’ “Actual Effort” as % of FTE (Full Time Effort) for the specified duration.

   2. Set the Status “Status” of an assignment Assignment by selecting one of the configured picklist values or by adding your own picklist values.

3. The fields Estimated Cost and Actual Cost “Estimated Cost” and “Actual Cost” are formula fields which that will be calculated once the required values are available. The calculation is carried out on the basis of the End date, Start date of the assignment, the Unit Cost and Time Unit for Costing of the position “Start Date” and “End Date” of the Assignment as well as the “Unit Cost” and “Time Unit for Costing” of the Position and Estimated or Actual effort (whichever is applicable).

Here, Duration The “Duration” is the number of days between the start date and end date of the assignment. 

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“Start Date” and “End Date” of the Assignment.

Close a Fulfilled Assignment

The Program Manager can edit the Assignment record and set the status to 'Closed' “Closed” once the required workforce resource has been assigned to the Activity .

Manage Positions

Resource Managers can track the Positions required or available for different Roles to successfully implement the project implementation Activities. They can also assign the Position(s) to required Activities so that they can be implemented successfully. 

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👷 Admin Note: The Position object in Amp Impact is related to Roles via a many-to-one relationship. A Role may have many Positions linked to it. 

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- i.e. once the Position has been filled.

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Create & Manage Positions

The Position record tracks the job positions available (or required) to successfully implement a Project or a specific Activity. Positions differ from Roles in that a Position is an "instance" of a Role; a Role is a general description of a duty, while a Position is filled by a specific person (Contact).

Resource Managers can track the Positions required or available for specific Projects or Activities.

1. To create a new Position, locate the ‘Positions’ “Positions” tab on the Navigation bar or in the App Launcher, and click on it.

2. Click on the ‘New’ “New” button.

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3. Specify the Position Name, it’s Start Date and it’s Vacancy Status “Position Name”, its “Start Date” and its “Vacancy Status” in order to save the record. Note that the default Vacancy Status of a position will be ‘Vacant’be “Vacant” but can be updated to “Recruiting” or “Filled” (or another custom value) to indicate the stage of filling the Position.

4. For the fields Time “Time Unit for Costing’ Costing” and ‘Unit Cost’“Unit Cost”, default values will be pulled from the corresponding Role record. However, you can update  update these values.

   1. For the Time The “Time Unit for Costing Costing” field , the value is pulled from the Default “Default Time Unit for CostingCosting” field in the Role record.For the Unit Cost field, the

   2. The “Unit Cost” field value is pulled from the Default “Default Unit CostCost” field in the Role record.

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👷 Admin Note: 

The following Flows are responsible for pulling the default value into the fields mentioned above:

• Update Position Cost Fields

• Populate Position Cost Fields Trigger

• Role Trigger Cost Fields Update 

This Flow is packaged as a template and can be deactivated / modified by System Administrators. 

If you want to edit it to meet your organization’s specific use case (e.g. remove default fields, add custom fields, etc.), you can clone the Flow , make the required changes in the cloned process, and activate the cloned Flow.

1. Based on whether an individual has been recruited for this position, the status of the Position can be set to ‘Recruiting’  or ‘Filled’ 

2. Once the Position has been filled, the Contact record of the recruited individual can be added to the Position via the ‘Contact’ “Contact” field.

3. As an option, you can also enter the below details when creating a Position record (if available) or while assigning a Position to an AssignmentAdditionally, the following fields can be completed based on the Assignment details:

   1. Relate the Position to the relevant Business Unit

   2. An End Date for the Position

   3. Location

   4. Total Capacity (Level of Effort) in %

   5. Required Qualifications for the Position

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Assign Positions to Activities

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through Assignments 

Once the Position(s) have been identified/ created to be assigned to Activities, the Resource Manager can link the Position to the requested Assignment records to assign that Position to the Positions are related to Activities through Assignments so once a Position has been filled, it can be related to an Activity

1. Navigate to the ‘Assignments’ tab and open the list view 

2. Identify the Assignment you want to relate the Position to and click on the ‘Edit’  button 

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1. Select the Position in the ‘Position’  lookup fieldrelevant “Assignment” record and populate the “Position” field with the filled Position.

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2. Once a Position is related to an Assignment, the Status of the Assignment can be updated to ‘Assigned’ “Assigned”.

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