If your Workforce Planning application is new, you may want to load information, such as the existing employee structure, employee properties, and payroll data, from enterprise systems:
If you use Performance Management Architect application administration, load information using a flat file (see the Oracle Hyperion Enterprise Performance Management Architect Administrator's Guide).
If you use Classic application administration, you can use DIM Adapter for Planning (see About Loading Information Using DIM Adapter for Planning).
You can also:
Manually enter information into Workforce Planning.
Load metadata and data that generates data and rules files for loading metadata and data through Oracle Essbase Administration Services. See the Oracle Hyperion Enterprise Performance Management Architect Administrator's Guide.
To load workforce information—data and metadata—using DIM Adapter for Planning into a Classic application:
Load metadata (for example, employees and departments) into Workforce Planning.
Load Account, Entity, Employee, and user-defined dimensions from any flat file or ODBC-compliant database. Load members, shared members, and attribute values into dimensions. Oracle recommends that you first load a small sample of employees. Verify the results, make any needed changes, then load the entire dimension.
See Workforce Planning Structure, for a list of Workforce Planning accounts and their properties.
Refresh the application to update the Oracle Essbase outline.
Set up the data load dimension and dimension driver members.
The data load dimension is the dimension to which you are loading data, and corresponds to the target table in the DIM Adapter for Planning. The driver dimension is the dimension to which you are loading data in an Essbase database. See “Loading Data” in the Oracle Hyperion Planning Administrator’s Guide.
Load data and employee properties into the Essbase database for the Workforce Planning application.
The outlines must match; you can specify only the members and parent member names.
Refresh the application to update the data.
Each time you modify the application structure, reload the data.