Use Proposed changes to record what should change, which positions or assignments are affected, and when. Saving a proposal leaves approved information unchanged. You can compare and discard alternatives without ever applying them.

Before you begin

You need the Manage workforce forecasts permission for the included departments and the permission required for the change you want to make. Employee and financial information retain their own access requirements. Forecast access does not grant permission to change pay or approve Position requests.

Add a change

  1. Open the forecast and select Proposed changes.
  2. Select Add a change and choose the type of change.
  3. Identify the position or assignment and enter the proposed value.
  4. Choose the effective date and, when applicable, the end date.
  5. Explain the reason and save the proposal.
  6. Review the updated monthly results and the group containing the change.

The end date is the first date the proposed value no longer applies. A change on the fifteenth of a month affects the included days from that date. Later approved entries remain unless the proposal explicitly replaces them.

Saving records your change immediately. Broader changes use a short waiting period before calculation so edits made close together can be combined. You can continue editing after the proposed changes have finished preparing. Check which version the comparison shows; it may still show earlier results while your latest changes are calculating. See When results update.

Forecast a suspension, return, or elimination

Choose Suspend a position to withdraw it temporarily. You can include an approved return date and a different recorded FTE on return in the same group. For example, suspend a 1.0000-FTE position July 1 and return September 1 at 0.7500 FTE. It retains recorded FTE of 1.0000 while Suspended, contributes counted FTE of 0.0000 during July and August, and contributes 0.7500 from September 1. Leaving the return date blank creates an open-ended suspension.

Choose Eliminate a position for a permanent end. Its effective date is the first Archived date. An Archived position cannot reactivate. Changing FTE to zero does not suspend or eliminate a position.

To amend an already-approved future action, explicitly select the action being replaced. To cancel future actions, select every affected action together, including both dates of a planned suspension and return when necessary. Already-effective history cannot be replaced. Each removed action keeps its approval requirements.

Include any required assignment ends, transfers, new assignments, or Reports to changes in the same group. Suspension and elimination do not silently change employees, move reporting relationships, or end assignments. Reactivation does not restart old assignments. Continuing compensation obligations remain visible according to their own dates.

Forecast staffing before an employee is selected

You can model an unfilled assignment using its position, FTE and planned dates. Choose an employee before applying the assignment. You can leave that choice open while planning.

To compare hiring dates, change the proposed assignment’s dates and review the monthly staffed costs. A hiring delay changes expected staffing cost; it does not automatically reduce the position’s authorized Budget.

Keep dependent changes together

Changes that must happen together belong in the same review group. For example, the linked parts of a staffing transfer must remain consistent. A group is applied together; different groups can be applied at different times.

Required Position approvals still apply. Complete any requested reason, supporting information or attachments through the linked Position request before applying the changes.

Understand reductions

A position’s absolute FTE, pay rate and modeled costs cannot be negative at any effective date. A reduction or comparison difference can be negative. Reducing 1.0 FTE by 0.2 produces 0.8 FTE, with a difference of −0.2.

When a calculated reduction reaches the zero minimum, the result explains the limit. A negative amount is not carried into a later adjustment or another period. Missing financial information is shown as unavailable, not assumed to be zero.