Creating a Retention Scenario

To create a retention scenario, use the WA_RM_MODEL_DEFN.GBL component.

This section provides an overview of how to create a retention scenario and discusses how to:

Define the overall workforce group for a retention model.
Relate risk rules to a retention model.
Relate value rules to a retention model.
Relate cost rules to a retention model.
Relate track decision rules to a retention model.
Relate retain decision rules to a retention model.
Relate reduce decision rules to a retention model.
Set up a scenario definition.
Set up the process run control for running the scenario.
Review the retention assignment process.

Pages Used to Create and Run a Retention Scenario

Page Name	Definition Name	Navigation	Usage
Retention Model - Retention Model	WA_RM_MODEL_DFN	select Workforce Analytics, then select Retention Strategy, then select Setup and Process, then select Setup Retention Models, then select Retention Model	Select the overall workforce group you want to include in a retention model.
Retention Model - Risk Rules	WA_RM_MODEL_RISK	Click the Risk Rules tab from a page in the Retention Model component.	Designate the risk rules for a retention model.
Retention Model - Value Rules	WA_RM_MODEL_VALUE	Click the Value Rules tab from a page in the Retention Model component.	Designate the value rules for a retention model.
Retention Model - Cost Rules	WA_RM_MODEL_COST	Click the Cost Rules tab from a page in the Retention Model component.	Designate the cost rules for a retention model.
Retention Model - Track Decisions	WA_RM_MODEL_TRACK	Click the Track Decisions tab from a page in the Retention Model component.	Designate the track decision rules for a retention model.
Retention Model - Retain Decisions	WA_RM_MODEL_RETAIN	Click the Retain Decisions tab from a page in the Retention Model component.	Designate the retain decision rules for a retention model.
Retention Model - Reduce Decisions	WA_RM_MODEL_REDUCE	Click the Reduce Decisions tab from a page in the Retention Model component.	Designate the reduce decision rules for a retention model.
Retention Scenario Run Control	RUN_PF_JOBSTREAM	select Workforce Analytics, then select Retention Strategy, then select Setup and Process, then select Run Retention Scenario, then select Run Jobstream	Define the run control parameters and run the retention scenarios.

Understanding How to Create a Retention Scenario

The retention scenario ties together many of the rules and other elements you have set up. To create a retention scenario you perform the following steps:

Define a model consisting of a model ID, a group ID for analysis and, within that, assessment and decision rules and the groups to which each applies. This design enables you to mix, match, and reuse both your rules and your workforce groups.
Define a scenario consisting of a model with a time dimension.
Run the Retention Assignment Application Engine process (WA_RM_ASSIGN) to assess the workers in the specified groups, and assign them to groups of employees to retain, reduce and track.

Prerequisites

Before you can set up your Retention Model, you must set up model IDs using the EPM Foundation, Business Metadata, Business Framework, Models page. This page is documented in the Enterprise Performance Management Fundamentals

Retention Model - Retention Model Page

Use the Retention Model - Retention Model page(WA_RM_MODEL_DFN) to select the overall workforce group you want to include in a retention model.

Navigation

select Workforce Analytics, then select Retention Strategy, then select Setup and Process, then select Setup Retention Models, then select Retention Model

Image: Retention Model - Retention Model page

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

Model ID and Group ID

When you add a retention model you have the option of selecting a Clone Model ID, if you want to use an existing model as the basis for the new model. The system populates the retention and decision rules from the existing model onto the remaining six pages of the component, but only after you specify a Group ID. You can then modify the rules and decisions to create your new model. Select the workforce Group ID to be evaluated in this model. Only employees within this overall workforce group are evaluated.

Notes

Enter any Notes as appropriate.

Note: On each of the six other pages in the Retention Model component, the system displays these fields at the top of the page: SetID, Model ID, Effective Date, Status, Group ID and group Description.

Retention Model - Risk Rules Page

Use the Retention Model - Risk Rules page (WA_RM_MODEL_RISK) to designate the risk rules for a retention model.

Navigation

Click the Risk Rules tab from a page in the Retention Model component.

Image: Retention Model - Risk Rules page

This example illustrates the fields and controls on the Retention Model - Risk Rules page. You can find definitions for the fields and controls later on this page.

Retention Risk

In the grid on this page you list all the retention risk rules you want to apply to the model.

Group ID

Enter a Group ID for each risk rule. In the Retention Model page, you defined the overall workforce group that you want analyzed in your retention scenario. The rules can apply to the same workforce group you have specified for the model, or a subset of that workforce group.

Note: If your subset groups reference employees outside of the models overall group, they are not included in the scenario.

Risk Rule Code

Enter a Risk Rule Code. The risk rule is applied to every employee in the workforce group you specify here. To enter multiple risk rules create additional rows.

Retention Model - Value Rules Page

Use the Retention Model - Value Rules page (WA_RM_MODEL_VALUE) to designate the value rules for a retention model.

Navigation

Click the Value Rules tab from a page in the Retention Model component.

Image: Retention Model - Value Rules page

This example illustrates the fields and controls on the Retention Model - Value Rules page. You can find definitions for the fields and controls later on this page.

Retention Value

In the grid on this page you list all the retention value rules you want to apply to the model.

Group ID

Enter a Group ID for each value rule. In the Retention Model page, you defined the overall workforce group that you want analyzed in your retention scenario. The rules can apply to the same workforce group you have specified for the model, or a subset of that workforce group.

Note: If your subset groups reference employees outside of the models overall group, they are not included in the scenario.

Retention Value Rule Code

Enter a Retention Value Rule Code. The value rule is applied to every employee in the workforce group you specify here. To enter multiple value rules create additional rows.

Retention Model - Cost Rules Page

Use the Retention Model - Cost Rules page (WA_RM_MODEL_COST) to designate the cost rules for a retention model.

Navigation

Click the Cost Rules tab from a page in the Retention Model component.

Image: Retention Model - Cost Rules page

This example illustrates the fields and controls on the Retention Model - Cost Rules page. You can find definitions for the fields and controls later on this page.

Retention Cost

In the grid on this page you list all the retention cost rules you want to apply to the model.

Group ID

Enter a Group ID for each cost rule. In the Retention Model page, you defined the overall workforce group that you want analyzed in your retention scenario. The rules can apply to the same workforce group you have specified for the model, or a subset of that workforce group.

Note: If your subset groups reference employees outside of the models overall group, they are not included in the scenario.

Retention Cost Rule Code

Enter a Retention Cost Rule Code. The cost rule is applied to every employee in the workforce group you specify here. To enter multiple cost rules create additional rows.

Retention Model - Track Decisions Page

Use the Retention Model - Track Decisions page (WA_RM_MODEL_TRACK) to designate the track decision rules for a retention model.

Navigation

Click the Track Decisions tab from a page in the Retention Model component.

Image: Retention Model - Track Decisions page

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

Track

In the grid on this page you list all the track decision rules you want to apply to the model.

Decision Rule

Select a Decision Rule to relate to employees that you want to track as being a high-retention risk and/or a high-potential employee.

High Risk Flag

Select the High Risk Flag check box if you want to track the employees assessed by this decision rule as high risk.

For example, you may have a decision rule that selects high total risks and use that here, with the high risk flag check box selected, so you can monitor their career progress. You may also have a decision rule that selects high total values and use that here, with the high potential flag check box selected, so you can make sure their risk doesn't increase over time. You can select both check boxes, either box, or leave both clear.

To enter multiple decision rules create additional rows.

High Potential Flag

Select the High Potential Flag check box if you want to track the employees assessed by this decision rule as high potential.

Retention Model - Retain Decisions Page

Use the Retention Model - Retain Decisions page (WA_RM_MODEL_RETAIN) to designate the retain decision rules for a retention model.

Navigation

Click the Retain Decisions tab from a page in the Retention Model component.

Image: Retention Model - Retain Decisions page

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

Retain

In the grid on this page you list all the retain decision rules you want to apply to the model.

Retention Factor Code

Select a Retention Factor Code to identify a retention factor to act upon to retain employees.

Decision Rule

Select a Decision Rule to relate to employees you want to act to retain.

For example, your decision rule may select employees with a high-risk score related to base pay being less than your market target. You may assign them to a retention factor code of Base Pay to indicate you want to act to increase their base pay. Or, you may assign them to a retention factor code of Bonus to indicate you want to act to give them a one-time bonus.

To enter multiple retain decision rules create additional rows.

In the Compensation Strategy module, simulate taking action on this group by referencing this group of employees and assigning to them a Compensation Rule that increases base pay or provides a one-time bonus.

Retention Model - Reduce Decisions Page

Use the Retention Model - Reduce Decisions page (WA_RM_MODEL_REDUCE) to designate the reduce decision rules for a retention model.

Navigation

Click the Reduce Decisions tab from a page in the Retention Model component.

Image: Retention Model - Reduce Decisions page

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

Reduce

In the grid on this page you list all the reduce decision rules you want to apply to the model.

Decision Rule

Select a Decision Rule to relate to employees that you want to reduce.

To enter multiple decision rules create additional rows.

Reference this group of employees to reduce in the Compensation Strategy module in the Workforce Simulation rules.

Setting Up a Scenario Definition for Retention Management

Before you run the Retention Assignment process, set up a scenario ID and definition using the EPM Foundation, Business Metadata, Business Framework, Scenarios page. That is where you specify the model and calendar, and otherwise define a scenario. The component is documented in the Enterprise Performance Management Fundamentals

Retention Scenario Run Control Page

Use the Retention Scenario Run Control page (RUN_PF_JOBSTREAM) to define the run control parameters and run the retention scenarios.

Navigation

select Workforce Analytics, then select Retention Strategy, then select Setup and Process, then select Run Retention Scenario, then select Run Jobstream

The run control definition includes these basic elements:

Business unit
Scenario ID
Fiscal year and accounting period
Jobstream ID

Scenario ID

The scenario ID you select using this page must be a Forecasted scenario.

Fiscal Year and Accounting Period

Run retention scenarios for a fiscal year and accounting period. Do not run them based on an as of dated jobstream.

Jobstream ID

When you use the Run Retention Scenario page you can access and run other jobstreams, but this is the basic jobstream and engine delivered with the Retention Strategy module:

Jobstream ID	Job ID	Application Engine ID
WA_RETENT	WA_RETENT, RM_MERGE	WA_RM_ASSIGN, PF_MERGE

Reviewing the Retention Assignment Process

When you run the retention management jobstream, you do not have to run the Workforce Simulation process. The Retention Assignment process fills the WA_JOB_S00 temporary table with historical information from JOB_F00. The Final Table Merge process moves the results to the WA_JOB_S00 permanent table.

The Retention Assignment process calculations use the groups and rules that apply to the specified business unit, SetID, model ID, and scenario ID. It calculates the risk scores, value amounts, and cost amounts for employees in the groups. Aggregated information is placed in the WA_RM_TRACK_T, WA_RM_RETN_T, WA_RM_RDCE_T temporary tables. Then the Final Table Merge process populates the following final tables:

Table	Purpose
WA_RM_SCEN_FIN	Scenario approval table, for every retention management scenario run.
WA_RM_SUM_F00	Retention assessment results, aggregated results for risk, value, and cost by employee.
WA_RM_DET_R_F00	Retention risk assessment results.
WA_RM_DET_V_F00	Retention value assessment results.
WA_RM_DET_C_F00	Retention cost assessment results.
WA_RM_TRACK_F00	Tracking decision results.
WA_RM_RETN_F00	Retain decision results.
WA_RM_RDCE_F00	Reduce decision results.

Reviewing Retention Strategy Scenario Data with Workforce Rewards Data Mart

When you run the Retention Assignment process (WA_RM_ASSIGN), the system also calls the Retention Scenario Data Mart process (WA_RM_FACT), which updates the Workforce Rewards Data Mart. This keeps the data for the Data Mart and the Workforce Rewards tables synchronized. You can also run the Retention Scenario Data Mart process alone, to populate the fact tables for prior periods without having to run the WA_RM_ASSIGN process.

The following table lists the input tables used to populate the Data Mart fact tables:

Reporting Area	Input Table (D00, R00, and F00)	Output Table (Fact)
Retention Management	Uses TEMP tables of the following: WA_RM_SUM_F00, WA_RM_DET_C_F00, WA_RM_DET_R_F00, WA_RM_DET_V_F00, WA_JOB_S00, LOCATION_D00	WA_RM_ASMT_FACT: The final output table of the assessment portion of the engine. Contains all the fact fields required from the assessment portion of the engine based on the retention rules for risk, cost, and value for the appropriate scenario.
Retention Management	Uses TEMP tables of the following: WA_RM_SUM_F00, WA_RM_TRACK_F00, WA_RM_RETN_F00, WA_RM_RDCE_F00, WA_JOB_S00, LOCATION_D00	WA_RM_DECN_FACT: The final output table of the decision portion of the engine. Contains all the fact fields required from the decision portion of the engine. Assigns retain, reduce, and track decisions to employees.

In Retention Strategy the fact table data is accessed by delivered inquiry pages in the Retention Scenario inquiry component. You also have the option of selecting a business intelligence application of your own choice, and developing analysis templates for use with Retention Strategy.