Staffing Plan
How to use Staffing Plan in Recruitment: access, working steps, fields, related records and troubleshooting.
Purpose and access
Publish job openings with the relevant requirements, collect structured applicant profiles and review applications in the ERP. Advisory qualification comparisons support human review; they do not automatically make hiring decisions.
This page is a record page in Human Resources → Recruitment. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Prepare the required information: Company, From Date, To Date, Staffing Details.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Staffing Plan from Human Resources → Recruitment, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- When the draft is complete and you are authorized, submit it through the available approval process. Submission can create operational or accounting effects. Use the permitted cancellation/amendment process for later corrections.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Companycompany | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Company |
Departmentdepartment | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Department |
From Datefrom_date | Date Required | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
To Dateto_date | Date Required | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Staffing Detailsstaffing_details | Table Required | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Staffing Plan Detail |
Total Estimated Budgettotal_estimated_budget | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Amended Fromamended_from | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Staffing Plan |
Child tables
Staffing Details — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Designationdesignation | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Designation |
Vacanciesvacancies | Int Optional | Enter a whole-number value. |
Estimated Cost Per Positionestimated_cost_per_position | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Total Estimated Costtotal_estimated_cost | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Current Countcurrent_count | Int Optional · Read-only | Enter a whole-number value. |
Current Openingscurrent_openings | Int Optional · Read-only | Enter a whole-number value. |
Number Of Positionsnumber_of_positions | Int Optional · Read-only | Enter a whole-number value. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.