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How to Manage Manpower Planning Settings (New Interface)

Article author
Learning Center Mekari
  • Updated

In the Manpower Planning feature in Talenta, there are three roles that can access this feature: Superadmin, Admin with access to all menus, and certain Employees who are given access only to the Requisition menu. Before use, access for each role needs to be configured so users can view and submit Headcount and Replacement requests. In addition, these requests include a form that can be customized. The following are the steps to configure it. 

A. Giving Access to the Superadmin and Admin Roles

  1. Go to the “Employees” menu, then click Manpower planning.

  2. Then, on the Settings tab, click Access roles.

  3. Click “New” to create a new access role.

  4. Enter the role name in the Role Name field.
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  5. Then select Superadmin or Admin in the Role section.
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  6. In the Role Type section, select Default.
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  7. Check the View, Edit, and Request boxes so the Super Admin role can view, edit, and submit requests in Manpower Planning.
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    You can also learn how to manage access roles here.

  8. Then click “Save”.
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B. Giving Access to the Employee Role

  1. Go to the “Employees” menu, then click Manpower planning.

  2. Then, on the Settings tab, click Access roles.

  3. Click “New” to create a new access role.

  4. Enter the role name in the Role Name field.
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  5. Then select Employee in the Role section.
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  6. In the Role Type section, select Custom.
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  7. Check the View and Request boxes so the Employee role can view and submit requests in Manpower Planning. Employees can then access the Requisitions, Planning, and Planning history pages.
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  8. Then click “Save”.
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C. Changing Form Settings

  1. Go to the “Employees” menu, then click Manpower planning.

  2. Then, on the Settings tab, click Form settings.

  3. To change the form settings for requests, click “Edit”.

  4. In the System-mandatory fields section, there are several fields in the request form that cannot be disabled, such as Job position, Employment start period, Headcount requested, and Employment status. Therefore, anyone submitting a headcount or replacement request must complete these fields.

  5. Next, in the Configurable fields section, you can configure the visibility and completion requirements for fields in the request form, including Job level, Organization, Branch, SBU Group/SBU, Workplace type, Description, and Attachment. The toggle “Enabled/Disabled” is used to show or hide a field in the form, while the “Mandatory” checkbox determines whether the field must be completed by the user. If the “Enabled/Disabled” toggle is enabled but the “Mandatory” checkbox is not selected, the field will still appear in the form as optional.

  6. In the Approval behavior area, you can click the toggle Enabled/Disabled to enable or disable the Approver attachment field. On the other hand, the Approver notes option is always enabled, but its completion requirement—mandatory or optional—can be customized using the checkbox Mandatory setting.

  7. You can enable the toggle Allow exceed planned headcount to determine whether an employee request can exceed the initial planning limit. Therefore, the quota limit only applies if planning data for the relevant position and period is available. Changes to this setting will apply to all forms and new requests, while requests submitted previously will continue to follow the previous rules.

  8. When the form settings are configured as desired, save the changes by clicking “Save changes”.

That is how to manage access settings for specific roles in Manpower Planning Mekari Talenta. Next, you can learn how to submit headcount and requisitions in Manpower Planning, here.