Setting Up Workforce Groups and Group Sets

This chapter provides an overview of workforce groups and group sets and discusses how to:

• Define workforce groups.

• Review workforce group setup.

• Build and review workforce groups.

• Include workforce groups in scenario processes.

• Review workforce group results from scenarios.

• Define workforce group sets.

• Run the group, group set, and security processes.

Understanding Workforce Groups and Group Sets

You can use workforce groups and group sets in workforce analytic applications for different purposes:

• In Workforce Planning, use workforce groups for match processing to specify which employees to include in a competency strategy scenario.

• In Workforce Rewards, use workforce groups to specify which employees to include in workforce reduction simulations and in retention and compensation planning scenarios.

• In Workforce Rewards, use groups and group sets to implement security.

Although you can include an entire workforce in one workforce group, groups are most often a subset of the workforce. You can define workforce groups by:

• Geographical regions.

• Departments.

• Job codes.

• Personnel classifications, such as Managers or Supervisors.

• Related jobs, such as All Developers.

• Compensation plans, such as Hourly Workers.

• Retention evaluation status, such as employees specified in retention management to retain, track, or reduce.

Although you can define universal workforce groups to use throughout Workforce Analytics, you typically create specific workforce groups to use with a particular rule, simulation, scenario, or function.

To use the workforce group and group set functionality in Workforce Analytics:

1. Plan your approach and determine the types of workforce groups that you need to create.

2. Use the Workforce Groups setup component to define workforce groups.

3. Use the Workforce Groups report to review the workforce groups setup.

4. Use the Workforce Groups process page to run the Build Workforce Groups process (WA_BLDGRPS) in the Build Workforce Groups jobstream (WA_BLDGRPS).

   This process builds the workforce groups so that you can review the results before using the groups in an application.

5. Use the Workforce Groups inquiry page to review the results of the Build Workforce Groups process.

6. Use the workforce groups in a Workforce Rewards or Workforce Planning scenario or in Enterprise Performance Management (EPM) role security.

7. If necessary, use the Workforce Group Set setup component to define workforce group sets.

8. Use the Workforce Groups process page to run the Group Set jobstream (WA_GROUPST) to create group sets and security roles based on the group set definition (that is, based on the security option selected on the Group Set setup page).

Note. Not all of the preceding steps apply to every Workforce Analytics application. The following sections explain the steps that are required for each application.

Defining Workforce Groups

To define workforce groups, use the WA_CP_GROUP_DFN.GBL component.

This section provides an overview of constraints and discusses how to set up workforce groups.

Understanding Constraints

Constraints are collections of one or more filters. The system uses them to define subsets of data for processing. With respect to workforce groups, the applicable constraints and associated filters that you select should define the set of employees included in the group. You build constraints and filters using the Constraint Definition page and the Filter Definition pages.

You can use constraints to create an integration link between the Retention Strategy and Compensation Strategy modules of Workforce Rewards. In Retention Strategy, the scenario's final output for the decisions is stored in three tables, which are lists of employees to retain, employees to track, and employees to reduce. Oracle provides the following sample constraints to point to the data in these tables:

• EMPL_REDUCE (retention results regarding employees to reduce).

• BASE_PAY_RETAIN (retention results regarding employees to retain by increasing base pay or by granting stock options).

• HIGH_POTENTIAL (retention results for high-potential employees to track).

• HIGH_RISK (retention results for high-risk employees to track).

These sample constraints appear under the setID SHARE. Add them to your system and use them as templates. They are based on the data maps and table maps that are delivered with the system. After you add the constraints to the system, you can reference them from the Workforce Group setup page when creating workforce groups, and you can use them in the Compensation Strategy module.

See Setting Up and Working with Metadata for the Operational Warehouse - Enriched.

Pages Used to Define Workforce Groups

Setting Up Workforce Groups

Access the Workforce Group setup page (Workforce Analytics, Workforce Analytics Setup, Setup Groups, Workforce Group).

Manager ID	Select a manager ID if you plan to use the group in a group set.
Constraint Defined and Constraint Code	Select the Constraint Defined option and then select a constraint code to create a group based on a constraint. The system stores prompt values in the WA_CONSTR_VW table. You can select constraints based on WA_JOB_S00 or JOB_F00 only. The constraints must reference a data map that uses a table map for which the primary table is WA_JOB_S00 or JOB_F00. To include simulated employees in your group (from the Workforce Simulation process of Workforce Rewards), create or select a constraint based on a table map with WA_JOB_S00 as the primary table. To exclude simulated employees, create or select a constraint based on a table map with JOB_F00 as the primary table. Enter one constraint per workforce group. To create a group for use in Workforce Planning, create or select a constraint based on a tablemap with JOB_F00 as the primary table.
View Constraint Code	Click to open the Constraint page and view details of the constraint code you have selected.
Manually Defined	To create a small static group, select the Manually Defined option and select an employee ID. The system stores prompt values in the PERSONAL_SRCH view. When you select an employee, the system displays the employment record number and personal name. Add rows of data to enter multiple employees in the manual group definition.
Compile	Click to compile the SQL for the rule at any time. The system automatically compiles the SQL for the rule when you save your work. In either case, the system displays the SQL object ID prefix.

See Also

Setting Up EPM Infrastructure, Business Rules, and Security

Reviewing Workforce Group Setup

After you have set up your workforce groups, run the Workforce Groups Crystal report to review your workforce group setup.

This section discusses how to run the Workforce Groups Crystal report.

Page Used to Review Workforce Group Setup

Running the Workforce Groups Crystal Report

Access the Workforce Groups report page (Workforce Analytics, Workforce Reports, Workforce Group Report, Workforce Groups).

The Workforce Groups Crystal report is a query of the WA_CP_GROUP_DFN table. The report provides a summary of all the active workforce group definitions for a given setID and effective date.

Building and Reviewing Workforce Groups

This section provides an overview of building workforce groups and lists the pages used to build and review workforce groups.

Understanding Building Workforce Groups

You can build the workforce groups using a standalone process so that you can review the results before using the groups in an application. After you have completed setup of the workforce groups, run the Build Workforce Groups process in the WA_BLDGRPS jobstream. The results are stored in the WA_GROUP_F00 table. Then review the results of the process using the Workforce Groups inquiry page. This page displays the results (group members) of the PeopleSoft Application Engine processing. In the case of the standalone process, the results that you view with the inquiry page are the employees in the originally defined group, because the process has no other selection criteria or rules to narrow the group.

The group results that you see on the inquiry page depend on your row-level security access. The Workforce Groups inquiry page uses the WA_GROUP_SRCH table, which is a view for WA_GROUP_F00 that joins in the security table so that you can see only the results that your security access allows.

Pages Used to Build and Review Workforce Groups

Including Workforce Groups in Scenario Processes

You can use workforce groups in various scenario processes. These include the Match process in Workforce Planning and the Workforce Simulation process, the Retention Assignment process, the Compensation Planning process, and the Simulation process in Workforce Rewards.

When you run the scenario processes, a PeopleSoft Application Engine library named WA_GRPBUILD is called. The process resolves the constraints and inserts the group members into a permanent table (WA_GROUP_F00), keyed by the business unit, scenario, fiscal year, accounting period, and group ID fields. This table stores the group results for viewing through an inquiry page.

Some processes, such as the Retention Assignment process in Workforce Rewards and the Match process in Workforce Planning, do not necessarily use the groups exactly as defined. In these cases, the scenario rules may narrow the group build results. For example, the Retention process may start with the employees in the group but exclude employees that do not appear in the overall group defined for the retention scenario. Consequently, if you have specified groups for the risk, cost, and value rules through the retention model and the group members do not belong to the overall group for the retention model, they are not used. For these types of scenario processes, the results that you view using the inquiry page are the employees selected from the scenario processing and not necessarily all of the employees in the original group.

The system uses the group ID as a dimension in the Workforce Rewards data marts.

To access the page where you include workforce groups in scenario processes select EPM Foundation, Job Processing, Setup Engines and Jobstreams, Processes in Jobstream

Reviewing Workforce Group Results from Scenarios

This section discusses how to review workforce group results.

Page Used to Review Workforce Group Results from Scenarios

Reviewing Workforce Group Results

Access the Review Groups page (Workforce Analytics, Workforce Analytics Setup, Review Groups, Review Groups).

Business Unit	Select search criteria. Valid values are from the SP_BU_PF_NONVW and SCENARIO_SRCH tables, respectively.
Scenario ID	Select search criteria. Valid values are from the SP_BU_PF_NONVW and SCENARIO_SRCH tables, respectively.
Fiscal Year, Accounting Period, Group ID, and EmplID(Employee ID)	Narrow the search criteria by entering information in these fields. Prompt list values for the latter two fields are from the WA_CP_GROUP_DFN and PERSONAL_SRCH tables, respectively.
Search	When you have entered search criteria, click the Search button. The system displays the results of the search in the Workforce Groups group box. The results are from the WA_GROUP_SRCH table. For each member of a group included in the scenario, the system displays the group ID, employee ID, and employment record number.

Defining Workforce Group Sets

A workforce group set is a collection of groups. You can define sets of workforce groups using the Workforce Group Set component.

Note. Workforce group sets can be used to define security roles. Workforce group sets are not used in the other workforce analytic applications at this time.

This section discusses how to set up workforce group sets.

Pages Used to Define Workforce Group Sets

Setting Up Workforce Group Sets

Access the Workforce Grp Set setup page (Workforce Analytics, Workforce Analytics Setup, Setup Group Sets, Workforce Group Set).

Use for Security Groups	Select to create EPM security role definitions based on the groups within the group set. When you run the group set engines, the system verifies whether this check box is selected. If it is, the system defines and creates a security role for each organization tree or position table-based group (department or position) selected in the group set. The system allows only one position-based and one organization-tree-based group set for which the Use for Security Groups check box is selected. You can define multiple groups based in Organization trees or the Position table (POSITION_D00), but only one of each when the security check box is selected.
Organization Tree Defined	You can define a group set based on the Organization (Department) tree. To do this, select Organization Tree Defined, and then select the appropriate tree name.
Tree Name	Prompt list values are from the PF_METATREE_TBL table.
Position Table Defined	For security, the group is defined as all of the people in the departments who roll up to the specified department. The manager may be included in the group, depending on the department that the manager is in. You can define a group set based on the Position table. To do this, select Position Table Defined. If the group set is predominately for use in security, then the group is defined as all of the people below who roll up to a manager (or position). Whether the manager is included in the group should be defined in the Position table. Warning! When more than one is person assigned to an employee's Reports To position in the Position table, the Build Workforce Groups Application Engine process ends abnormally. If having multiple Reports To positions for a single employee is valid (for example, if the organization uses job-sharing), review the data and match each employee with a single Reports To position.
Manually Defined	If you have a small group set, you can define it manually. To do this, select Manually Defined. Then select a group ID from the prompt list values, which are stored in the WA_GRPSET_MN_VW table. This table limits the selection to groups that have a manager ID selected on the Group Definition page. To include multiple groups in the group set, add rows of data.

Running the Group, Group Set, and Security Processes

You run the Standalone WF Groups (standalone workforce groups) jobstream and the Group Set jobstream from the Workforce Groups process page. To access the Workforce Groups process page, select Workforce Analytics, Workforce Analytics Setup, Run Workforce Groups Jobstream. To process EPM Role Security based on the group set that you generated, select EPM Foundation, EPM Security, Advanced, Request Security Processing.

Understanding Workforce Group and Group Set Processes

The following table summarizes the various delivered jobstreams, jobs, and engines that you can run for workforce groups and groups sets and describes their purpose:

Group and Group Set Primary Output Tables

When you run the Build Workforce Groups process as a standalone process, the final output table is the WA_GROUP_F00 table.

In Workforce Planning, the Match process calls the Build Workforce Groups process to create the group during scenario processing. This is also the case for the Workforce Rewards Retention Assignment, Workforce Simulation, and Compensation Planning and Simulation processes. In these cases, the final output table is the WA_GROUP_F00 table, but the group results you see may differ from the original group definition.

The output tables for the WA Group Set process (WA_GROUPSET) are: