Planning Horizon
Main information about planning horizons registered in the system is stored in the Planning Horizons (hrm_planning_horizon) table. A planning horizon is a period of time given for achieving a certain goal, for example, hiring staff.
tip
Roles required:
- Read – all users with access to the HR category of the Service Catalog.
- Create, update – hrm_admin.
Create a planning horizon
To create a new planning horizon, complete the following steps:
- In the agent interface, navigate to Human Resource Management (HRM) → Registers → Planning Horizons.
- Click New in the upper-left corner of the page and fill in the required fields.
- Click Save or Save and exit to apply the changes.
Planning Horizon form fields
| Field | Mandatory | Description |
|---|---|---|
| Title | Y | Specify a title for the planning horizon, for example, March 2025. |
| Horizon length | Y | Select a length for the planning horizon. Available options:
|
| Start date | Y | Specify the planning horizon start date. |
| End date | Y | Specify the planning horizon end date. |
| Active | N | The checkbox is selected by default. Clear the checkbox to deactivate the record. If the checkbox is selected, the record is available for selection in the dictionary on other forms. |
Related lists
- Planning Horizons for Tables – the list contains the tables where this planning horizon is used.
To add the planning horizon as an available option on a table form, complete the following steps:
- In the agent interface, navigate to Planning Horizons and open the required planning horizon record.
- Open the Planning Horizons for Tables related list and click New.
- Click the icon to open the dictionary and specify the required table.
- Click Save or Save and exit to save the changes.
Planning horizons for tables
The Planning Horizons for Tables (hrm_planning_horizon_for_table) table contains a list of records with relationships among the Tables (sys_db_table) records and the Planning Horizons (hrm_planning_horizon) records.