Workforce Intelligence for Learning Management

Workforce Intelligence for Learning Management Key Concepts

Workforce Intelligence for Learning Management Overview

To use the Learning Management reports and workbooks, you must install both Oracle HRMS and Oracle Learning Management (OLM, formerly Oracle Training Administration).

Additional Information: See also My Oracle Support Knowledge Document 2277369.1, Oracle E-Business Suite Support Implications for Discoverer 11gR1.

The following key concepts enable you to accurately interpret the results of the reports in Learning Management:

Calculation of Training Event Hours

The Learning Management reports calculate the total number of hours employees have spent on training classes. For the reports to include a training class in calculations, the training class must:

The reports calculate the hours spent on each training class and multiply them by the number of relevant employees who attended the course.

Because students can be internal or external, the reports use the enrollment status of Attended, rather than assignment budget values, to count employees.

Successful Hours

If a learner has successfully attended a class, the reports calculate the hours of the class using a predefined formula, then calculate the total number of successful hours for all relevant employees.

See: Amending the Default Training Hours, Oracle HRMS Configuring, Reporting, and System Administration Guide and Adding Additional Training Time Periods, Oracle HRMS Configuring, Reporting, and System Administration Guide

Calculation of Training Success

Most reports and workbooks calculate training success as the percentage of total training hours delivered for your employees against the number of those hours that were successful.

The Analytics workbooks, however, calculate training success as the percentage of successful students against the total number of attendees of a class.

Report data

The reports display employee job, grade, position, and organization as of the date the employee enrolled in the class. The reports do not show any updates to these values after enrollment, unless another enrollment occurs.

Scope of Training Success Reports

Training Success reports and workbooks include only employees who:

When you enroll an employee in a class, you record their assignment. The reports and workbooks use this assignment, even if the employee subsequently changed their assignment.

Training Success reports and workbooks include a class only if:

If a training event runs over two time periods the reports count it only once, since the Training Success reports and workbooks use the class end date to count classes.

Workforce Intelligence for Learning Management

Discoverer Workbooks for Learning Management

Additional Information: See also My Oracle Support Knowledge Document 2277369.1, Oracle E-Business Suite Support Implications for Discoverer 11gR1.

Delegate Chargeback (Training Center Hierarchy) Detail Workbook

This workbook investigates the amount transferred between two cost centers within an enterprise for internal training class enrollments.

Worksheets

This workbook has the following worksheet:

Delegate Chargeback Worksheet

This worksheet investigates the amount transferred between two cost centers within an enterprise for internal training class enrollments.

Business Questions

What is the total amount transferred between two different organizations within an enterprise for an internal training class enrollment?

What is the total amount generated for a training organization by chargeback enrollments?

Parameters

You need to specify values for the following parameters:

Training Class Player Progress Status Workbook

This workbook investigates the progress of online classes.

Worksheets

This workbook has the following worksheets:

Workbook Calculations

The worksheets in this workbook use the following calculations:

By Total Time Taken Status Worksheet

This worksheet investigates the progress of your hosted online classes by the total time that delegates have been playing content of a course within the player.

Business Questions

Does one particular type of course take more time than the others to complete?

What are the average time taken and the average number of modules completed at each player status?

Parameters

You need to specify values for the following parameters:

By Player Status Worksheet

This worksheet investigates the progress of your hosted training classes by the number of delegates at each Player Status. The Player Status categories are:

Business Questions

Does one particular type of course have higher number of delegates not completing or failing?

Parameters

You need to specify values for the following parameters:

Completion Status Worksheet

This worksheet presents all relevant completion details for training classes.

Business Questions

Are a higher percentage of delegates failing a particular class or course?

Are all/some classes within one particular course complete?

What is the completion status of my training classes?

Parameters

You need to specify values for the following parameters:

Related Topics

Workforce Intelligence for Learning Management Overview

Player Progress Detail Workbook

This workbook investigates the progress of individual delegates (learners) on your iLearning-hosted training classes.

Note: This workbook reports only on the training classes transferred from iLearning through the OTA-iLearning integration. It does not include classes created in OTA or OLM.

Worksheets

This workbook has the following worksheets:

Workbook Calculations

The worksheets in this workbook use the following calculation:

By Total Time Taken Status Worksheet

This worksheet investigates the progress of individual delegates in your iLearning hosted training classes, by the total time they have been playing content using the iLearning player.

Business Questions

Are delegates spending a significant amount of time taking online training courses?

Are any of the delegates spending a significantly greater amount of time completing a training class than normal?

Parameters

You need to specify values for the following parameters:

By Player Status Worksheet

This worksheet enables you to analyze the progress of delegates in your iLearning-hosted training classes by Player Status.

Business Questions

Are my delegates completing all of their training classes?

Are any of my delegates not progressing their training classes?

Which course has a particular delegate passed and/or failed?

Parameters

You need to specify values for the following parameters:

Related Topics

Workforce Intelligence for Learning Management Overview

Training Class Resource Analysis Workbook

This workbook investigates the classes and resources available in the training organization.

Worksheets

This workbook has the following worksheets:

Booked Resources per Class Worksheet

This worksheet enables you to analyze the resources booked for specific training classes.

Business Questions

What are the resources booked for a specific class?

Parameters

You need to specify values for the following parameters:

Class Enrollments Worksheet

This worksheet enables you to investigate the number of students who enroll in a class, and the number of students who successfully attend the class.

Business Questions

Who is enrolled on a specific class?

Parameters

You need to specify values for the following parameters:

Classes Without Trainer Worksheet

This worksheet enables you to investigate the training classes that have no associated trainer.

Business Questions

Which training classes do not have a trainer booked?

Parameters

You need to specify values for the following parameters:

Classes Without Venue Worksheet

This worksheet enables you to investigate the training classes that have no associated venue.

Business Questions

Which training classes do not have a training location assigned to them?

Parameters

You need to specify values for the following parameters:

Overbooked Resources Worksheet

This worksheet enables you to analyze overbooked resources.

Business Questions

Which resources are booked more than once at the same time for different training classes?

Parameters

You need to specify values for the following parameters:

Required Resource Missing Worksheet

This worksheet enables you to investigate the resources that are required but have not been booked for a training class.

Business Questions

Which essential resources are not booked for a particular training course?

What required resources are missing?

Parameters

There are no parameters for this worksheet.

Resource Checklist Worksheet

This worksheet displays the list of resources required to successfully run a training course.

Business Questions

What is the minimum resource required to run a specific training course?

Parameters

You need to specify values for the following parameters:

Resource Schedule by Activity (Course) Worksheet

This worksheet enables you to view the schedule for each training resource, to ensure that resources are not booked for more than one class at any one time.

Business Questions

At what level is a specific resource booked, for example, for the next 6 weeks?

What is the booking schedule for the available resources in the training organization?

Parameters

You need to specify values for the following parameters:

Suppliable Resource Worksheet

This worksheet enables you to analyze the cost and availability of suppliable resources for your training class.

Business Questions

What are the resources available within a training organization in a given period of time?

Parameters

You need to specify values for the following parameters:

Training Classes Worksheet

This worksheet enables you to investigate the location, start date, and duration of specific training classes.

Business Questions

Which training classes are scheduled classes with a class status of normal?

How many students are enrolled on a specific class, and how many free seats remain for that class?

What are the actual, budgeted and standard costs for running specific training classes?

For a specific training course, which training classes are running in a given period of time?

Parameters

You need to specify values for the following parameters:

Headings and Calculations

This worksheet uses the following calculation:

Related Topics

Workforce Intelligence for Learning Management Overview

Workforce Intelligence (HRMSi) for Learning Management

Training Class Ranking Status Workbook

This workbook investigates the popularity of training classes within a given period of time, by class days and attendance.

Worksheets

This workbook has the following worksheets:

By Class Days Worksheet

This worksheet enables you to investigate the popularity of training classes by ranking them by class days.

Business Questions

Which are the most popular classes by class days?

Which classes could be most profitable?

Parameters

You need to specify values for the following parameters:

Headings and Calculations

This worksheet contains the following column:

By Attendance Worksheet

This worksheet enables you to analyze the popularity of training classes by ranking them by course attendance.

Business Questions

Which are the most popular classes by attendance?

Which classes are in high demand?

Parameters

You need to specify values for the following parameters:

Headings and Calculations

This worksheet contains the following column:

Related Topics

Workforce Intelligence for Learning Management Overview

Student Training Success (External Students) Analysis Workbook

This workbook investigates the training success ratio for external learners (students not employed by the organization running the training). If the SUCCESSFUL_ATTENDANCE_FLAG column of the OTA_DELEGATE_BOOKING table in the OTA schema is set to Yes, that enrollment is considered successful.

Worksheets

This workbook includes the following worksheets:

Key Concepts

These worksheets use classes to calculate success. For a class to be included it must:

The hours of a class are calculated using a predefined Oracle FastFormula. Depending on how you record the duration of classes, you may need to customize this formula. See Setting Up and Customizing Training Hours, Deploy Strategic Reporting (HRMSi)

In addition to displaying information you have set up in OLM and HRMS, the Student Training Success (External Students) Analysis workbook calculates the following:

By Company Worksheet

This worksheet enables you to analyze the success of training hours delivered to external students for a company. You can investigate this for a business group and year.

Business Questions

What is the student success ratio for a particular company (or customer)?

Which company has the highest training success ratio?

Parameters

This worksheet has no parameters.

By Company and Year Worksheet

This worksheet enables you to analyze the success of training hours delivered to external students for a company, for different years. You can investigate this for a business group and each company.

Business Questions

In which training year did a particular customer have the highest student success ratio?

Parameters

This worksheet has no parameters.

Related Topics

Workforce Intelligence for Learning Management Overview

Student Training Success (Internal Students) Analysis Workbook

This workbook investigates the training success ratio for internal students (students employed by the organization running the training).

Success ratio is calculated as the number of successful training hours delivered to internal students divided by the total number of training hours delivered to internal students. The number of successful training hours per class is the number of successful internal students enrolled for a class, multiplied by the course duration in days for that class.

The total number of training hours delivered to internal students for a class is the total number of internal students enrolled for a class, multiplied by the course duration in days for that class.

If the SUCCESSFUL_ATTENDANCE_FLAG column of the OTA_DELEGATE_BOOKING table in the OTA schema is set to Yes, that enrollment is considered successful.

Worksheets

This workbook includes the following worksheets:

Key Concepts

These worksheets use classes to calculate success. For a class to be included it must:

The hours of a class are calculated using a predefined Oracle FastFormula. Depending on how you record the duration of classes, you may need to customize this formula. See Setting Up and Customizing Training Hours, Deploy Strategic Reporting (HRMSi)

In addition to displaying information you have set up in OLM and HRMS, the Student Training Success (Internal Students) Analysis workbook calculates the following:

By Organization and Year Worksheet

This worksheet enables you to analyze the number of training hours delivered to internal students each year, and the success of these hours. You can investigate student success rates for a business group and organization within your enterprise.

Business Questions

What is the training success rate of an organization over a given period of time?

In which year did an organization have highest training success rate?

Parameters

This worksheet has no parameters.

By Location and Year Worksheet

This worksheet enables you to analyze the number of training hours delivered to internal students for a location each year, and the success of these hours. You can investigate student success rates for a business group and organization within your enterprise.

Business Questions

What is the training success rate for a training location over a given period of time?

In which training year did a particular training location have the highest training success rate?

Parameters

This worksheet has no parameters.

By Job Category and Year Worksheet

This worksheet enables you to analyze the number of training hours delivered to internal students each year for a job by category, and the success of these hours. You can investigate student success rates for a Business Group and organization within your enterprise.

Business Questions

What is the training success rate for a job category over a given period of time?

In which training year was the success rate highest for a particular job category?

Parameters

This worksheet has no parameters.

By Job and Year Worksheet

This worksheet enables you to analyze the number of training hours delivered to internal students for a job by year, and the success of these hours. You can investigate student success rates for a business group and organization within your enterprise.

Business Questions

What is the training success rate for a job over a given period of time?

In which year did a job have the highest training success rate?

Parameters

This worksheet has no parameters.

Attendance Summary Worksheet

This worksheet enables you to analyze the number of internal students attending training classes. You can view internal student attendance by activity type, analyze success rates and information about failures.

Business Questions

How successful are my courses?

Parameters

This worksheet has no parameters.

Related Topics

Workforce Intelligence for Learning Management Overview

Training Cost and Revenue Analysis Workbook

This workbook investigates the costs involved in running training activities (courses), and indicates the revenue generated by these events (classes). It analyzes costs and revenue information by training course, sponsoring organization, training center, training category and competence.

Worksheets

This workbook has the following worksheets:

Headings and Calculations

This workbook uses the following headings and calculations:

Currency of Results

Within OLM you can enter your costs in any currency you have set up, so that the worksheets all report in the same currency. HRMSi converts the results into the base currency of the business group.

For more information, see Entering A Conversion Rate Type, Oracle HRMS Configuring, Reporting, and System Administration Guide

Budget Cost

Budget costs are calculated using the costs of scheduled events (classes). The budget costs for scheduled events (classes) are taken from the budget cost entered in the OLM Class page.

Actual Cost

Actual costs are taken as the actual cost of the scheduled event (class), entered in the OLM Class page, and the cost of resources booked for the event (class).

For the cost of a resource to be included, it must be confirmed and associated with the event (class). Enter the cost for one resource per day. The cost is then multiplied by the quantity of resource required, and number of days.

The actual cost of an event (class) is the actual cost plus the cost of all resources for the event (class).

Actual Revenue

Actual revenue is the sum of internal and external revenue for each scheduled event (class). Internal revenue is calculated using the internal enrollments for a scheduled event (class).

Internal enrollments are entered in the Enrollment Details window using the organization type. For the enrollment to be included, it must have a status of Attended.

Note: The workbook does not use the Internal check box on the Enrollment page.

The number of places for all internal enrollments are then added together. This is then multiplied by the price basis amount for the event (class).

External revenue is calculated using all the external enrollments for a scheduled event (class). For the enrollment to be included, it must have a status of Attended.

External enrollments are linked to a finance line, which includes the cost of the enrollment. For a finance line to be included, it must be of the type Enrollment and must not be cancelled.

The total external revenue is the sum of the finance line amounts, summed over all the external bookings.

Students Enrolled

The total number of external students enrolled, added to the total number of internal students enrolled.

Cost per Student

The actual cost divided by the students enrolled.

Revenue per Student

The actual revenue divided by the students enrolled.

Hours Offered

The total number of training hours for all relevant events (classes) multiplied by the number of places available on these events (classes).

Hours Delivered

The total number of training hours for all relevant events (classes), multiplied by the number of places filled by students on these events (classes).

Cost per Hour

The actual costs divided by the hours delivered.

By Training Course Worksheet

This worksheet enables you to analyze the cost and revenue generated by training events (classes). You can investigate training activities for a specific Business Group, sponsoring organization and year.

Business Questions

What are the costs involved in running training events (classes) by course?

How much revenue is generated by these training events (classes), every year?

Parameters

This worksheet does not use parameters.

Training Course by Year Worksheet

This worksheet enables you to analyze the cost and revenue of training activities for different years, by business group and sponsoring organization.

Business Questions

What are the costs involved in running a training course?

How much revenue is generated by this course each year?

Parameters

This worksheet does not use parameters.

By Sponsoring Organization Worksheet

This worksheet enables you to analyze the cost and revenue of training events (classes) for different organizations, by business group and year.

Business Questions

For each sponsoring organization, what are the actual and budgeted training costs?

How much revenue is generated during a year?

Parameters

This worksheet does not use parameters.

Sponsoring Organization by Year Worksheet

This worksheet enables you to analyze the costs and revenue associated with training for different years. You can investigate costs and revenue for a Business Group and sponsoring organization.

Business Questions

What are the training costs and revenues generated for a sponsoring organization by training year?

Parameters

This worksheet does not use parameters.

By Training Center Worksheet

This worksheet enables you to analyze the costs and revenue of a training event (classes) for a training center, by business group, sponsoring organization and year.

Business Questions

What are the actual and budgeted training costs for each training center?

How much revenue is generated by each training center by year?

Parameters

You need to specify values for the following parameters:

Training Center by Year Worksheet

This worksheet enables you to analyze the cost and revenue of training activities for different years. You can investigate by business group, sponsoring organization, and training center.

Business Questions

For each training center, what are the actual and budgeted training costs?

How much revenue is generated for a sponsoring organization by training year?

Parameters

You need to specify values for the following parameters:

By Training Category Worksheet

This worksheet enables you to analyze the cost and revenue of training events (classes) for a training category. You can investigate costs and revenue for a business group, sponsoring organization, and year.

Business Questions

What are the costs involved in running training events (classes) by category?

How much revenue is generated by each category?

Parameters

This worksheet does not use parameters.

Training Category by Year Worksheet

This worksheet enables you to analyze the cost and revenue of training events (classes) in different years. You can investigate costs and revenue for a business group, sponsoring organization, and training category.

Business Questions

What are the costs involved in running training events (classes) for a training category by year?

How much revenue is generated by training events (classes) for a training category by year?

Parameters

This worksheet does not use parameters.

By Competence Worksheet

This worksheet enables you to analyze the cost and revenue of training activities by the competence achieved if a student successfully completes the course.

Business Questions

What are the costs involved in running training events (classes) by year for a training competence?

How much revenue is generated by training events (classes) by year for a training competence?

Parameters

This worksheet does not use parameters.

By Competence and Year Worksheet

This worksheet enables you to analyze the cost and revenue of training activities by competence and year.

Business Questions

What are the costs involved in running training events (classes) for a training competence by year?

Tell me how much revenue is generated by running training events (classes) for a training competence by year.

Parameters

This worksheet does not use parameters.

Related Topics

Workforce Intelligence for Learning Management Overview

Training Course Ranking by Amount Status Workbook

This workbook investigates the total amount of money generated by enrollments in each training class, and allows training classes to be ranked by the enrollment amount generated.

Enrollments for a course may occur using a variety of currencies. The Course Ranking by Amount Workbook can convert foreign currencies to a common currency for reporting purposes. Currencies are converted using exchange rates maintained in a general ledger application.

Enrollments are possible through both OLM and Order Management (OM). This workbook reports on enrollments from both systems to produce a total enrollment amount for each class.

Worksheets

This workbook includes the following worksheet:

Business Questions

Which is the most profitable training class?

Which is the least profitable training class?

What is the total enrollment amount generated within a given period of time?

Parameters

You must specify values for some of the following parameters:

Worksheet Calculations

The worksheet uses the following calculations:

Related Topics

Workforce Intelligence for Learning Management Overview

Training Success Workbook

This workbook investigates the time utilization and success rate of training classes.

To calculate the time utilization of the training classes, the report divides the total number of students confirmed in the class by the maximum number of students allowed to enroll in the class.

To calculate the success rate of the training class the report divides the total number of successful students by the total number of students confirmed in the class.

Worksheets

This workbook includes the following worksheets:

Headings and Calculations

The workbook uses the following calculations:

Key Concepts

These worksheets use classes to calculate success. For a class to be included it must:

The hours of a class are calculated using a predefined Oracle FastFormula. Depending on how you record the duration of classes, you may need to customize this formula. See Setting Up and Customizing Training Hours, Deploy Strategic Reporting (HRMSi)

In addition to displaying information you have set up in OLM and HRMS, the Training Success workbook calculates the following:

By Sponsoring Organization Worksheet

This worksheet enables you to investigate the training success rate of training classes for different sponsoring organizations.

Business Questions

What is the training utilization rate by sponsoring organization for a year?

What is the training success rate by sponsoring organization for a year?

Parameters

This worksheet has no parameters.

By Sponsoring Organization and Year Worksheet

This worksheet enables you to investigate the training success rate of training classes for a sponsoring organization for each year.

Business Questions

What is the training utilization rate for a sponsoring organization by year?

What is the training success rate by sponsoring organization by year?

Parameters

This worksheet has no parameters.

By Training Course Worksheet

This worksheet enables you to investigate the success rate of different training courses. You can investigate courses by year and sponsoring organization.

Business Questions

What is the training utilization rate by training course for a year?

What is the training success rate by training course for a year?

Parameters

This worksheet has no parameters.

By Training Course and Year Worksheet

This worksheet enables you to investigate the success rate of courses each year. You can investigate courses by business group and course.

Business Questions

What is the training utilization rate for a training course by year?

What is the training success rate for a training course by year?

Parameters

This worksheet has no parameters.

By Training Center Worksheet

This worksheet enables you to investigate the training success rate of different training centers, by business group and year.

Business Questions

What is the training utilization rate by training center for a class year?

What is the training success rate by training center for a class year?

Parameters

You need to specify values for the following parameters:

By Training Center and Year Worksheet

This worksheet enables you to investigate the training success rate of a training center over a number of years. You can analyze success by business group and training center.

Business Questions

What is the training utilization rate for a training center by training year

What is the training success rate for a training center by training year?

Parameters

You need to specify values for the following parameters:

By Training Category Worksheet

This worksheet enables you to investigate the training success rate of classes by training category. You can investigate different training categories for a business group and year.

Business Questions

What is the training utilization rate by training category for a training year?

What is the training success rate by training category for a training year?

Parameters

You need to specify values for the following parameters:

By Training Category and Year Worksheet

This worksheet enables you to investigate the training success rate of a training class in different years. You can analyze training success for a business group and training category.

Business Questions

What is the training utilization rate for a training category by year?

What is the training success rate for a training category by year?

Parameters

You need to specify values for the following parameters:

By Competence Worksheet

This worksheet enables you to investigate the success rate of a training course by competencies. You can investigate competencies for a sponsoring organization and year.

Business Questions

What is the training utilization rate by training competency for a class year?

What is the training success rate by training competency for a class year?

Parameters

You need to specify values for the following parameters:

By Competence and Year Worksheet

This worksheet enables you to investigate the training success rate of training activities for a competence over a number of years. You can investigate a competence for each sponsoring organization.

Business Questions

What is the training utilization rate for a training competence by class year?

What is the training success rate for a training competence by class year?

Parameters

You need to specify values for the following parameters:

Related Topics

Workforce Intelligence for Learning Management Overview

Employee Training Attendance Success (Organization Hierarchy) Status Analytics Workbook

The Training Success (Organization Hierarchy) Status Analytics workbook investigates how successfully employees in different organizations and geographical areas are attending training courses.

Business Questions

How successful is employee training across different organizations or geographical areas?

Which organization is the most successful at training?

Which geographical area is the least successful at training?

Parameters

Before running the worksheets you must enter a value for the following parameters:

Worksheets

This workbook has the following worksheets:

The worksheets display one row for each grouping. For example, the By Organization worksheet displays one row per organization.

Headings and Calculations

All worksheets contain the following columns:

Related Topics

Workforce Intelligence for Learning Management Overview

Employee Training Attendance Success (Organization Hierarchy) Trend Analytics Workbook

The Training Success (Organization Hierarchy) Trend Analytics workbook investigates how successfully employees are attending training courses over time.

Business Questions

Is the training in my enterprise become more or less successful over time?

Parameters

Before running the worksheets you must enter a value for the following parameters:

Worksheets

This workbook has the following worksheets:

The worksheets display one row for each time period. For example, the By Month worksheet displays one row per month.

Headings and Calculations

All worksheets contain the following columns:

Related Topics

Workforce Intelligence for Learning Management Overview

Employee Training Attendance Success (Organization Hierarchy) Template Analytics Workbook

The Employee Training Attendance Success (Organization Hierarchy) Template Analytics workbook provides two worksheets, one for investigating training success over yearly periods, the other providing a detailed analysis of training success in the workforce. These worksheets help you to create reports to analyze the success of your training courses. Training success is defined as the percentage of training courses that are successfully completed.

Parameters

Before running the worksheets you must enter a value for the following parameters:

Worksheets

This workbook includes the following worksheets:

By Year Worksheet

The By Year worksheet enables you to see training success for each year.

Worksheet Headings and Calculations

This worksheet contains the following columns:

Detail Worksheet

The Detail worksheet calculates the training success rates for training classes with the same start and end dates, for attendees in each organization, location, job, grade, and position.

Worksheet Headings and Calculations

This worksheet contains the following columns:

Related Topics

Workforce Intelligence for Learning Management Overview