Using the Planned Action Column

You can see all of the actions performed on the Employees from the employee’s roster. The Planned Employees column within the Employee Roster provides clear visibility into workforce planning actions taken on employees.

Previously, it was difficult to identify an employee’s planning status at a glance. With this update, you can now easily see the current action associated with an employee, streamlining workforce management and supporting more informed decision-making.

What You’ll See in the Planned Action Column

The column will display one of the following planning actions (if applicable):

• Backfill

• Promotion

• Transfer Out

• Transfer In

• Termination

Employees who do not have any planning actions applied will show a blank value in this column.

Sorting and Export Support

The Planned Action column supports:

• Sorting directly within the Employee Roster for easier organization and review.
  
  

• Inclusion in exported roster reports using the Export to Excel option in the More menu, thus ensuring consistent visibility both within the application and offline.
  

Where Else You Can View Planned Action

The Planned Action status isn’t limited to just the Employee Roster—it’s now also available in:

Advanced Search

A new Planned Actions filter has been added to the Advanced Search window, allowing you to search and filter employees by their current planning status. You can select all or none, or choose specific planned actions.

Available options include:

• Select All: Includes all employees, regardless of planned actions.

• None: Filters for employees with no planned actions assigned.

• Backfill: Indicates a planned replacement for an existing vacancy.

• Promotion: Indicates a planned advancement to a higher-level position.

• Transfer Out: Indicates a planned move out of the current department or business unit.

• Transfer In: Indicates a planned move into a new department or business unit.

• Termination: Indicates a planned separation from the organization.

You can select one or multiple actions (e.g., Termination, Transfer In) to refine your search results.

This filter works seamlessly alongside all existing Advanced Search options. Click here to learn about Advanced Search.

Note:

The Actions menu must be enabled in your application for the Planned Actions filter to appear in Advanced Search. Contact your Planful Account Manager for assistance.