Approving Your Retention Scenario

This section provides an overview of how to approve your retention scenario and discusses how to:

Review and modify your track decision results.
Review and modify your retain decision results.
Review and modify your reduce decision results.
Approve your scenario results.

Pages Used to Approve Your Retention Scenario

Page Name	Definition Name	Navigation	Usage
Scenario Approval - Track Decisions	WA_RM_TRACK	select Workforce Analytics, then select Retention Strategy, then select Analyze and Approve, then select Approve Retention Scenario, then select Track Decisions	Review the track decisions, insert and remove employees, and change track choices.
Scenario Approval - Retain Decisions	WA_RM_RETAIN	select Workforce Analytics, then select Retention Strategy, then select Analyze and Approve, then select Approve Retention Scenario, then select Retain Decisions	Review the retain decisions, insert and remove employees, and change retention actions.
Retention Scenario - Reduce Decisions	WA_RM_REDUCE	select Workforce Analytics, then select Retention Strategy, then select Analyze and Approve, then select Approve Retention Scenario, then select Reduce Decisions	Review reduce decisions, and insert and remove employees.
Scenario Approval - Scenario Approval	WA_RM_SCEN_FINAL	select Workforce Analytics, then select Retention Strategy, then select Analyze and Approve, then select Approve Retention Scenario, then select Scenario Approval	Review the retention scenario status, gain access to the other pages in the component, and approve the scenario.

Understanding Retention Scenario Approval

Once you're satisfied with the results of your retention scenario, then it's time to approve the scenario using the Scenario Approval component to manually review your results and make any needed modifications before you approve the scenario.

Note: In addition to PeopleTools page security, you can strictly limit access to scenarios for approval using scenario-level security. This means, if an operator doesn't have security access for a given scenario, they cannot approve it. If you grant an operator access to a scenario approval page and a scenario, they have access to all scenario data within that scenario approval page to enabling them to view all the data they are approving. Therefore, for those operators to whom you have granted such security, you may also want to grant them employee-level security for all employees within their scenarios. This enables them to review all the employees on other pages with employee-level security, such as the inquiry pages.

To use this component follow these steps:

Use the Track, Retain and Reduce Decisions pages to review the scenario results, modify the results as needed, and determine if you are satisfied with the decisions.
Access the Scenario Approval page ( to review the scenario status and other information. Approve the scenario results, by clicking the Approval button.
Use the approved scenario output to integrate with the Compensation Strategy module. Reference the data in the track, retain, and reduce final tables and use it to set up compensation planning and simulation scenarios.

Scenario Approval - Track Decisions Page

Use the Scenario Approval - Track Decisions page (WA_RM_TRACK) to review the track decisions, insert and remove employees, and change track choices.

Navigation

select Workforce Analytics, then select Retention Strategy, then select Analyze and Approve, then select Approve Retention Scenario, then select Track Decisions

Image: Retention Scenario Approval - Track Decisions page

This example illustrates the fields and controls on the Retention Scenario Approval - Track Decisions page. You can find definitions for the fields and controls later on this page.

When the page opens, the Business Unit, Scenario ID, As Of Date, and Status display at the top of the page. The Scenario Status and Approval Date Time stamp also display in the lower left hand corner of the page. The system also displays these same fields on the Retain Decisions and Reduce Decisions pages.

Reviewing and Editing Data in the Grid

Employee ID and Personal Name

The employee identification numbers and names of employees from the Tracking Decision output table (WA_RM_TRACK_F00) are listed in the grid at the bottom of the page. You can add or remove employees from the scenario results. If an employee row exists in this table, it means they are assessed as either a High Potential or High Risk employee.

Decision Rule

This field indicates the track decision rule used to assess the employee as High Potential or High Risk.

High Potential

If this check box is selected, the employee is tracked as High Potential.

High Risk

If this check box is selected, the employee tracked as High Risk.

Scenario Approval - Retain Decisions Page

Use the Scenario Approval - Retain Decisions page (WA_RM_RETAIN) to review the retain decisions, insert and remove employees, and change retention actions.

Navigation

select Workforce Analytics, then select Retention Strategy, then select Analyze and Approve, then select Approve Retention Scenario, then select Retain Decisions

Image: Retention Scenario Approval - Retain Decisions page

This example illustrates the fields and controls on the Retention Scenario Approval - Retain Decisions page. You can find definitions for the fields and controls later on this page.

Reviewing and Editing Data in the Grid

Employee ID and Personal Name

The employee identification numbers and names of employees from the Retain Decision output table (WA_RM_RETAIN_F00) are listed in the table at the bottom of the page. You can add or remove employees from the scenario results.

Decision Rule

This field indicates the retain decision rule used to assess the employee.

Retention Factor Code

The retention factor upon which to act to retain employees selected by a decision rule. You can add or modify the retention factor codes.

Retention Scenario - Reduce Decisions Page

Use the Retention Scenario - Reduce Decisions page (WA_RM_REDUCE) to review reduce decisions, and insert and remove employees.

Navigation

select Workforce Analytics, then select Retention Strategy, then select Analyze and Approve, then select Approve Retention Scenario, then select Reduce Decisions

Image: Retention Scenario Approval - Reduce Decisions page

This example illustrates the fields and controls on the Retention Scenario Approval - Reduce Decisions page. You can find definitions for the fields and controls later on this page.

Reviewing and Editing Data in the Grid

Employee ID and Personal Name

The employee identification numbers and names of employees from the Reduce Decision output table (WA_RM_REDUCE_F00) are listed in the table at the bottom of the page. You can add or remove employees from the scenario results.

Decision Rule

This field indicates the reduce decision rule used to assess the employee.

Scenario Approval - Scenario Approval Page

Use the Scenario Approval - Scenario Approval page (WA_RM_SCEN_FINAL) to review the retention scenario status, gain access to the other pages in the component, and approve the scenario.

Navigation

select Workforce Analytics, then select Retention Strategy, then select Analyze and Approve, then select Approve Retention Scenario, then select Scenario Approval

Image: Retention Scenario Approval - Scenario Approval page

This example illustrates the fields and controls on the Retention Scenario Approval - Scenario Approval page. You can find definitions for the fields and controls later on this page.

Scenario Status

The first time you access this page after running the Retention Assignment process, the Scenario Status is set to Pending. Review the data on this page to make sure you are working with the correct scenario data from the WA_RM_SCEN_FINAL table.

Proceed to the other pages in the component to review and modify the scenario results as needed. On those pages you work with the data from the WA_RM_TRACK_F00, WA_RM_RETAIN_F00 and WA_RM_REDUCE_F00 tables, respectively.

Approve

Click the Approve button to set the approval status flag on the final tables (WA_RM_SCEN_FIN, WA_RM_TRACK_F00, WA_RM_RETAIN_F00 and WA_RM_REDUCE_F00) to Approved. You cannot make any manual changes on the pages in this component once you approve the scenario.