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Understanding Workforce Planning Setup

To set up Workforce Planning, you perform the following steps:

  1. Review data that is imported from HRMS.

  2. Specify workforce trees (after you have created your workforce trees).

  3. Map review ratings to proficiencies (after loading the competency definitions and rating scales, but prior to loading employee-level competency information).

  4. Define workforce groups.

  5. Define tasks.

  6. Define roles.

Image: Conceptual overview of the Workforce Planning setup tasks

This diagram provides a conceptual overview of these setup steps.

 Conceptual overview of the Workforce Planning setup tasks