Evaluating Your Retention Scenario

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

Review a high-level summary of your retention scenario.
Review decisions and assessments.
Review risk, value, and cost rule details.
Review employee details.

Pages Used to Evaluate a Retention Scenario

Page Name	Definition Name	Navigation	Usage
Retention Scenario - Scenario Summary	WA_RM_SUMMARY	select Workforce Analytics, then select Retention Strategy, then select Analyze and Approve, then select Review Retention Scenario, then select Scenario Summary	Review a high-level summary of the decisions, and the risk, value and cost rules. This is the central page of the Retention Scenario component, from which you access the other Retention Scenario inquiry pages.
Retention Scenario - Reduce Decisions	WA_RM_DECRED	Click the Reduce Decisions link from the Scenario Summary page or other pages in the Retention Scenario component.	Review a list of employees who were assigned a reduce action in a scenario, including their aggregate risk, value, and cost.
Retention Scenario - Track Decisions	WA_RM_DECTRK	Click the Track Decisionslink from the Scenario Summary page, or other pages in the Retention Scenario component.	Review a list of all the employees assigned a track decision in a scenario, including each employee's aggregate risk, value, and cost. Employees are assigned a track decision during scenario processing, if they are assessed by the system as having either a high potential for future development, or a high risk for leaving the organization.
Retention Scenario - Retain Decisions	WA_RM_DECRET	Click the Retain Decisions link from the Scenario Summary page, or other pages in the Retention Scenario component.	Review a list of all employees who were assigned a retain action in a scenario, including their aggregate risk, value and cost.
Retention Scenario - Employee Assessments	WA_RM_ASMT	Click the Assessments link from the Scenario Summary page, or the pages in the Retention Scenario component.	Review a list of all the employees who were assessed in a scenario, including each employee's aggregate risk, value, and cost.
Retention Scenario - Cost Rule Detail	WA_RM_CSTDET	Click the Cost Rules link from the Scenario Summary page, or other pages in the Retention Scenario component.	Review a summary of the cost rules and employee assessments included in the specified retention scenario.
Retention Scenario - Risk Rule Detail	WA_RM_RSKDET	Access this page by clicking the Risk Rules link from the Scenario Summary page, or the other pages in the Retention Scenario component.	Review a summary of the risk rules and employee assessments included in the specified retention scenario.
Retention Scenario - Value Rule Detail	WA_RM_VALDET	Click the Value Rules link from the Scenario Summary page, or other pages in the Retention Scenario component.	Review a summary of the value rules and employee assessments included in the specified retention scenario.
Retention Scenario - Employee Detail	WA_RM_EEDET	Click a particular employee listed on the Employee Assessments, Track Decisions, Reduce Decisions, or Retain Decisions page. The page can also be accessed by clicking the Employee Detail link at the bottom of every page in the Retention Scenario component.	Review details about an employee's risk score, and value and cost assessments.

Understanding How to Evaluate Your Retention Scenario Results

Once you have created a scenario and run the Retention Assignment process, your next step is to evaluate your retention scenario results and determine if the scenario needs adjusting. Analyzing and reviewing your retention scenario is an iterative process. If you don't think the data output from your scenario is satisfactory, go back to the various setup steps outlined in this topic and change the groups and rules as needed. Then run the Retention Assignment process again, and analyze and review the results. You keep doing this until you are satisfied with the results. To help you evaluate your retention scenario we provide the Retention Scenario inquiry component, comprising nine inquiry pages, to review the scenario assessments, and the track, retain, and reduce decisions.

Retention Scenario Inquiry Component

The Retention Scenario inquiry component consists of nine pages, each of which are discussed in detail in the following sections. You specify a business unit, scenario ID and time period to enter the component. Use these pages to review the data from the WA_RM_ASMT_FACT and WA_RM_DECN_FACT tables, after the Retention Assignment engine is run. The component initially opens to a summary page, but you can navigate into individual pages detailing the scenario results for the retention rules, decision rules, and employee assessments.

Note: This component contains confidential information at both the scenario and employee level. Depending upon your implementation of row-level security, the scenarios and employees a user sees in the Retention Scenario inquiry pages can vary depending upon their level of security access. If you implement row-level scenario security, and a user doesn't have security access for a given scenario, they cannot see it. If you implement row-level employee security, and a user doesn't have security access to see an employee, they won't.

Reviewing a High-Level Summary of Your Retention Scenario

Use the Retention Scenario - Scenario Summary page (WA_RM_SUMMARY) to review a high-level summary of the decisions, and the risk, value and cost rules.

This is the central page of the Retention Scenario component, from which you access the other Retention Scenario inquiry pages.

Navigation

select Workforce Analytics, then select Retention Strategy, then select Analyze and Approve, then select Review Retention Scenario, then select Scenario Summary

Image: Retention Scenario - Scenario Summary inquiry page 1 of 2

This example illustrates the fields and controls on the Retention Scenario - Scenario Summary inquiry page 1 of 2. You can find definitions for the fields and controls later on this page.

Image: Retention Scenario - Scenario Summary inquiry page 2 of 2

This example illustrates the fields and controls on the Retention Scenario - Scenario Summary inquiry page 2 of 2. You can find definitions for the fields and controls later on this page.

When this page opens, the system displays the Business Unit, Scenario ID, Period, As of Date, Currency and scenario Approval Status at the top of the page. The system also displays navigation links to the other pages in the component. The system displays these same fields and links at the top of each of the other pages in the component.

Scenario Decisions

The system displays high-level information about the decisions resulting from the scenario. On the left the data is displayed in a bar chart that shows the employee count by decision type. On the right the information is displayed in a table with two columns, Decision Type and Employee Count. The values for decision type are as follows:

Track

The number of persons in the specified scenario whose risk assessment placed them on the list of employees to track. Click the Track link to access the Track Decisions page.

Retain

The number of persons in the specified scenario whose risk assessment placed them on the list of employees to retain. Click the Retain link to access the Retain Decisions page.

Reduce

The number of persons in the specified scenario whose risk assessment placed them on the list of employees to reduce. Click the Reduce link to access the Reduce Decisions page.

As you scroll down the page the system displays the Risk Rule Summary, Value Rule Summary, and Cost Rule Summary group boxes.

Risk, Value, and Cost Summary Group Boxes

In each group box the system displays summary data both graphically (in a bar chart to the left) and in a table (to the right).

Risk Rule Summary

The system displays the risk rules included in the scenario and the aggregate Risk Score for each rule. Click any Risk Rule listed to access the Risk Rule Detail page for that risk rule.

Value Rule Summary

The system displays the value rules included in the scenario and the aggregate Value Amount for each rule. Click any Value Rule listed to access the Value Rule Detail page.

Cost Rule Summary

The system displays the cost rules included in the scenario and the aggregate Cost Amount for each rule. Click any Cost Rule listed to access the Cost Rule Detail page.

Reviewing Decisions and Assessments

Use the Retention Scenario - Track Decisions page (WA_RM_DECTRK) to review a list of all the employees assigned a track decision in a scenario, including each employee's aggregate risk, value, and cost.

Employees are assigned a track decision during scenario processing, if they are assessed by the system as having either a high potential for future development, or a high risk for leaving the organization.

Navigation

Click the Track Decisionslink from the Scenario Summary page, or other pages in the Retention Scenario component.

Image: Retention Scenario - Track Decisions page 1 of 2

This example illustrates the fields and controls on the Retention Scenario - Track Decisions page 1 of 2. You can find definitions for the fields and controls later on this page.

Image: Retention Scenario - Track Decisions page 2 of 2

This example illustrates the fields and controls on the Retention Scenario - Track Decisions page 2 of 2. You can find definitions for the fields and controls later on this page.

Decision-Related Inquiry Pages

The following four decision-related inquiry pages in the Retention Scenario component are almost identical in their layout and the fields they contain:

Track Decisions
Reduce Decisions
Retain Decisions
Employee Assessments

For this reason this documentation provides the example screen of only the Track Decisions page. The other pages look much the same. For the same reason this documentation discusses the fields for all five of these pages just once in the following paragraphs.

On each page the system displays a bar chart. The chart summarizes, for each employee in the scenario assessed with a track, reduce, or retain decision, their risk score, value amount and cost amount. On each page, in the table below the bar chart, the system displays various combinations of the following fields:

Employee ID and Personal Name

The employee identification number, and name, of the employee. Click any Employee ID listed to access the Employee Detail page.

Department

The department to which the employee belongs.

Job Code

The code for the employee's job.

Reason

The system displays the reason why the employee is assessed with a track decision. The employee is assessed as High Risk, High Potential, High Risk and High Potential, or None.

Action

The system displays the Action field when an employee is assessed a retain decision. You can edit this field. Use it to select an action your organization can take to help retain this employee. The action is the retention factor code you used on the Retention Model - Retain Decisions setup page. The values for this table are from the Retention Factor table.

Risk Score

The employee's risk score assessed during scenario processing.

Value Amount

The employee's value to the organization, assessed during scenario processing.

Cost Amount

The employee's cost to the organization, assessed during scenario processing.

Reviewing Risk, Value and Cost Rule Details

Use the Retention Scenario - Cost Rule Detail page (WA_RM_CSTDET) to review a summary of the cost rules and employee assessments included in the specified retention scenario.

Navigation

Click the Cost Rules link from the Scenario Summary page, or other pages in the Retention Scenario component.

Image: Retention Scenario - Cost Rule Detail page 1 of 2

This example illustrates the fields and controls on the Retention Scenario - Cost Rule Detail page 1 of 2. You can find definitions for the fields and controls later on this page.

Image: Retention Scenario - Cost Rule Detail page 2 of 2

This example illustrates the fields and controls on the Retention Scenario - Cost Rule Detail page 2 of 2. You can find definitions for the fields and controls later on this page.

Rule-Related Inquiry Pages

The following three rule-related inquiry pages from the Retention Scenario component are almost identical in their layout and the fields they contain:

Risk Rule Detail
Value Rule Detail
Cost Rule Detail

For this reason this documentation provides the example screen of only the Cost Rule Detail page. The other pages look much the same. For the same reason this documentation discusses the fields for all three of these pages just once, in the following paragraphs.

On each page the system displays either the Risk Rule, Value Rule or Cost Rule field just above a bar chart. Navigate to each of the risk rules, values rules, or cost rules included in the scenario. For each rule a bar chart summarizes, for each employee assessed in the scenario, their risk score, value amount or cost amount. On each page, in the table below the bar chart, the system displays various combinations of the following fields:

Employee ID and Personal Name

The employee identification number, and name, of the employee. Click any Employee ID listed to access the Employee Detail page.

Department

The department to which the employee belongs.

Job Code

The code for the employee's job.

Risk Score

The system displays the employee's assessed risk score for a risk rule.

Value Amount

The system displays the employee's assessed value amount for a value rule.

Cost Amount

The system displays the employee's assessed cost amount for a cost rule.

Reviewing Employee Details

Use the Retention Scenario - Employee Assessments page (WA_RM_ASMT) to review a list of all the employees who were assessed in a scenario, including each employee's aggregate risk, value, and cost.

Navigation

Click the Assessments link from the Scenario Summary page, or the pages in the Retention Scenario component.

Image: Retention Scenario - Employee Details page 1 of 2

This example illustrates the fields and controls on the Retention Scenario - Employee Details page 1 of 2. You can find definitions for the fields and controls later on this page.

Image: Retention Scenario - Employee Details page 2 of 2

This example illustrates the fields and controls on the Retention Scenario - Employee Details page 2 of 2. You can find definitions for the fields and controls later on this page.

Employee ID

The system displays the employee identification number and name of the employee.

Total Risk Score

The system displays the total risk score assessed for an employee during scenario processing.

Total Value Amount

The system displays the employee's value to the organization, assessed during scenario processing.

Total Cost Amount

The system displays the employee's cost to the organization, assessed during scenario processing.

Note: If, in your implementation, this page is much longer than you can view on a single screen, use the right side scroll bar to view the remainder of the page.

As you scroll down the page the system displays the Risk Rule Summary, Value Rule Summary, and Cost Rule Summary boxes, as shown in the example below.

Risk, Value, and Cost Summary

In each box the system displays summary data both graphically (in a bar chart to the left) and in a table (to the right).

Risk Rule Summary

The system displays the risk rules applied to this employee in the scenario, and their total Risk Score for each rule.

Value Rule Summary

The system displays the value rules applied to this employee in the scenario, and their total Value Amount for each rule.

Cost Rule Summary

The system displays the cost rules applied to this employee in the scenario, and their total Cost Amount for each rule.