Review the predefined Smart Lists to determine if you need to change any or add new ones. Smart Lists are used in predefined member formulas and drive the calculations of the Oracle Hyperion Workforce Planning, Fusion Edition mode. Before changing or adding Smart Lists, review how Smart List entries affect member formulas.
Oracle recommends adding new entries to the predefined Smart Lists instead of replacing them. If you change Smart Lists when there is data already in the system, you must update the data to the new values. Consider potential future changes when designing your Smart Lists.
You may want to customize these predefined Smart Lists entries:
Tax Region—your company’s tax regions, depending on the level of granularity of tax calculations in your application. To support new tax types, add a new Tax Region and add the appropriate member with the business logic under Taxes.
Performance—the employee performance categories for your company, such as Meets Expectations.
Position—position titles such as Software Engineer and Director (not used in predefined calculations, so you can easily change the Performance Smart List entries).
Status—employee status, such as Active, Departed, and Maternity.
Table 15. Predefined Smart List Entries
Smart List | Entries |
|---|---|
| |
| |
| |
Month |
|
| |
Performance |
|
Position |
|
Status |
|
TaxRegion |
|