Hiring plans and scheduling plans — Learn it in 5 minutes

About five minutes of reading

A hiring plan and a scheduling plan do not read the same forecasts.

A capacity plan turns forecasts and a scenario into staffing targets. A Hiring plan estimates long-term full-time equivalents, up to 64 weeks, and needs both a long-term and a short-term forecast. The capacity page recommends at least 4 weeks of overlap and requires at least 1 day.

A Scheduling plan needs only a published short-term forecast. It returns headcount in 15- or 30-minute intervals, matching that forecast, and the plan dates must sit inside the forecast dates. Plan override is not available for a Scheduling plan.

• Create a scenario before you create the plan.
• Shrinkage and available full-time equivalents can be imported. Hiring plans use day-level files. Scheduling plans use interval-level files.
• Task and email plans can start from an automatic backlog when you use an average time to complete.
• The getting-started list ends with review, then publish. Override and re-run are for hiring plans.

Number on this page: Hiring 64 weeks. Long-term full-time equivalent estimates