After setting up your application and loading employee data, you can:
Set up task lists for planners. To help guide users in the planning process, administrators can set up task lists. The task list shows the activities for which users are responsible and task due dates. It might also include instructions for completing the tasks (see Oracle Hyperion Planning Administrator’s Online Help).
Assess rolling forecasts by loading prior payroll actual data (typically from the General Ledger and HR system) into the history time periods of the Forecast scenario. Historical information such as prior month actuals remains intact, enabling managers to compare actual results to the same month’s forecast, the same month’s budget, and the prior month’s actuals.
Customize your Workforce Planning application to accommodate any of your company’s special requirements. See Customizing Workforce Planning.