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How-toWorkforce Planning

How do I approve a plan or a position request?

A plan goes Draft → In review → Approved → Locked. You can only edit drafts. A second authorized person must approve, not whoever submitted the plan. To change an approved plan, you create a new version. Position requests work the same way: submit, and another person approves or rejects.

  1. In the plan: “Submit for review”.
  2. A second authorized person clicks “Approve plan”, then optionally “Lock plan”.
  3. For later changes: “New version”.
  4. Request: “Request position” → “Save request as draft” → “Submit”. Reviewers click “Approve” or “Reject”, and you can “Withdraw”.

Explains this message

  • A second reviewer must approve your plan
  • A second reviewer must approve your request
  • Only draft plans are editable; create a new version

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