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).