Setting Up Workforce Simulation

To set up workforce simulation, use the WA_CP_WFSIM_DFN.GBL and WA_WFS_MODL_TBL.GBL components.

This section provides an overview of workforce simulation and discusses how to:

Set up workforce groups.
Enter workforce simulation growth and reduction rules.
Set up model IDs for workforce simulation.
Define a workforce simulation model.
Set up a workforce simulation scenario definition.
Set up the process run control for the Workforce Simulation process.
Run the Workforce Simulation process.
Review your workforce simulation scenario setup.

Pages Used to Set Up and Run Workforce Simulation

Page Name	Definition Name	Navigation	Usage
Workforce Simulation Rule	WA_CP_WFSIM_DFN	select Workforce Analytics, then select Compensation Strategy, then select Workforce Simulation, then select Setup Simulation Rules, then select Workforce Simulation Rule	Enter growth and reduction assumptions for your workforce, which you can use to run a workforce simulation scenario.
Workforce Simulation Model	WA_WFS_MODL_TBL	select Workforce Analytics, then select Compensation Strategy, then select Workforce Simulation, then select Setup Simulation Model, then select Workforce Simulation Model	Define a workforce simulation model by associating a set of simulation rules with a model ID.
Run Workforce Simulation - Run Jobstream	RUN_PF_JOBSTREAM	select Workforce Analytics, then select Compensation Strategy, then select Workforce Simulation, then select Run Workforce Simulation, then select Run Workforce Simulation - Run Jobstream	Generate a workforce simulation scenario.

Understanding Workforce Simulation Setup

The Workforce Simulation process serves as a basis for input to the Compensation Planning and Simulation process. The inputs for the Workforce Simulation process are workforce growth and reduction rules, which define your workforce strategy. Run the Workforce Simulation process to generate a simulated workforce, consisting of your existing employees plus any new simulated employees and reduced employees (employees to be removed from your workforce). In the end, the result is a simulated workforce based on assumptions for growth and reductions for a given time period. The output is stored in the WA_JOB_S00 table. WA_JOB_S00 is identical to the JOB_F00 table, with SCENARIO_ID added as a key field. Use this simulated workforce in forecast scenarios in Compensation Strategy.

Before you begin working with Workforce Simulation, think about the questions that you want to answer. The questions you ask dictate your strategy for the workforce simulation and compensation rules you create. They also dictate your strategy for which modules and processes to run, and in what sequence to run them. For example, do you want to run the Retention Strategy module first, to generate lists of employees to reduce and retain, and use them in the Workforce Simulation? If you do, then you can follow the retention results right on through to the completion of the Compensation Planning and Simulation process, and evaluate the cost impacts of your retention decisions.

To set up your workforce simulation strategy complete the following steps:

Set up workforce groups.
Enter growth and reduction rules.
Set up a Model ID.
Use the rules to define a workforce simulation model.
Set up a scenario ID.
Run the Workforce Simulation process.
Review the workforce simulation scenario

Setting Up Workforce Groups for Workforce Simulation

You use workforce groups to set up workforce reduction rules. You set up workforce groups using the Workforce Group component by selecting select Workforce Analytics, then select Workforce Analytics Setup, then select Setup Groups. This component is documented in the PeopleSoft Workforce Analytic Applications

Workforce Simulation Rule Page

Use the Workforce Simulation Rule page (WA_CP_WFSIM_DFN) to enter growth and reduction assumptions for your workforce, which you can use to run a workforce simulation scenario.

Navigation

select Workforce Analytics, then select Compensation Strategy, then select Workforce Simulation, then select Setup Simulation Rules, then select Workforce Simulation Rule

Image: Workforce Simulation Rule page

This example illustrates the fields and controls on the Workforce Simulation Rule page. You can find definitions for the fields and controls later on this page.

Compile

Click this button to have the system build, or compile, the underlying SQL.

Selecting a Simulation Type

Simulation Type

Enter a simulation type from the list of translate table values. Valid values are Workforce Growth, Requisition Growthand Workforce Reduction. A separate group box appears for each simulation type you select.

You enter your requisition growth, workforce growth, and workforce reduction assumptions in the corresponding group boxes below. Later, when you run the workforce simulation process, the system uses these rules to create a simulated workforce output. The system uses your existing workforce as a starting point. The processing is as follows:

New Simulated Workforce = Existing Employees + Employees Reduced + New Simulated Employees.

Note: Set up one Simulation Type per rule. When you save the page or change the field for the rule type, the system hides the fields that do not apply to the Simulation Type you select.

Defining a Workforce Growth Simulation

Job Code

Enter a new headcount for your organization by specifying the Job Code for the new jobs or positions. Job Codes prompt from the JOBCODE_D00 table.

Department

Specify the Department to which the jobs are to be added. Departments prompt from the DEPARTMENT_SRCH table. Always specify both a Job Code and a Department for a workforce growth rule.

Number to Simulate

Enter the number of new jobs or positions to add to your workforce.

Base Compensation

Indicate the Base Compensation type you want the system to use to simulate the compensation cost of the new workers. Valid translate table values are:

Entry Step Rate: Use this option when the salary plan for the job code has both grades and steps. The system assigns a compensation cost to the new workers by using the salary rate for the entry step of the salary grade applied to this job code. The system warns you if a salary step rate does not exist for the job code.
Grade Midpoint Rate: Use this option when you want the system to assign a compensation cost to the new workers by using the midpoint salary rate, for the grade assigned to this job code. The system warns you if a salary grade midpoint does not exist for this job code.
Market Rate: Use this option when you want the system to assign compensation cost to the new workers using a specified percentile of the market rates.

Measure ID

Select a Measure ID. Valid values for the Measure ID prompt from the WA_MKT_PCT_VW table. You developed these measure values and their associated measure amounts using the functionality in the Market Compensation module.

Defining a Requisition Growth Simulation

Constraint Code

Select a Constraint Code to indicate the constraint to use in determining which job openings to use for simulation. Valid values for the Constraint Code prompt from the WA_WFSCONSTR_VW table.

Note: DataSets for Requisition Growth simulations must be based on TableMaps having STAFFING_F00 as the primary table.

Base Compensation

Indicate the Base Compensation type you want the system to use to simulate the compensation cost of the requisitions. The valid translate table values are listed above.

Measure ID

Defining a Workforce Reduction Simulation

Group ID

To define the group of employees you want to reduce, select a Group ID from the prompt list values, which are from the WA_CP_GROUP_DFN table. For example, you may choose to reference a workforce group based upon the workforce reduction decisions you made in the Retention Strategy module.

Setting Up Model IDs for Workforce Simulation

Before you use the Compensation Strategy Workforce Simulation Model page, you must have set up model IDs in the Operational Warehouse - Enriched (OWE). You do this using the EPM Foundation, Business Metadata, Business Framework, Models page. This page is documented in the Enterprise Performance Management Fundamentals

Workforce Simulation Model Page

Use the Workforce Simulation Model page (WA_WFS_MODL_TBL) to define a workforce simulation model by associating a set of simulation rules with a model ID.

Navigation

select Workforce Analytics, then select Compensation Strategy, then select Workforce Simulation, then select Setup Simulation Model, then select Workforce Simulation Model

Image: Workforce Simulation Model page

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

Listing the Rules

Use the grid at the bottom of the page to list the workforce simulation rules you want to include in this model. Add rows to list multiple rules.

SeqNum (sequence number) and Simulation Rule ID

For each rule enter the SeqNum (sequence number) and Simulation Rule ID. The system displays the simulation rule description.

Setting Up a Scenario Definition for Workforce Simulation

Before you run the Workforce Simulation process, you must set up a Scenario ID and definition using the EPM Foundation, Business Metadata, Business Framework, Scenarios page. This component is documented in the Enterprise Performance Management Fundamentals

Note: The scenario type for a Workforce Simulation must be a Forecast Scenario.

Run Workforce Simulation - Run Jobstream Page

Use the Run Workforce Simulation - Run Jobstream page (RUN_PF_JOBSTREAM) to generate a workforce simulation scenario.

Navigation

select Workforce Analytics, then select Compensation Strategy, then select Workforce Simulation, then select Run Workforce Simulation, then select Run Workforce Simulation - 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 for a Forecast scenario.

Fiscal Year and Accounting Period

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

Jobstream ID

These are the basic jobstreams and engines delivered for Workforce Simulation:

Jobstream ID	Job ID	Application Engine ID
WA_WFS	WA_WFS	WA_WFS

Generating the Workforce Simulation Scenario

To generate a workforce simulation scenario, you run a PeopleTools Application Engine (AE) process called Workforce Simulation (WA_WFS).

Workforce Simulation Process Output Tables

The main Workforce Simulation process output table is WA_JOB_S00. It is a clone of JOB_F00 with the addition of the PF_SCENARIO_ID field. This table stores the simulated workforce, which includes the current workforce (based on the date of the simulation scenario) from JOB_F00. This table can also include new simulated employees based on the rules defined in the workforce simulation pages (growth rules), as well as simulated terminated employees (reduction rules). This table is a basis for input into the Compensation Planning and Simulation process. If a reduction rule is specified in a simulation, the WA_GROUP_F00 table is also populated with the employees that are to be reduced from the workforce.

Identifying Reduced and New Simulated Employees

The WA_WFS AE process calculations use the groups and rules that apply to the selected business unit, SetID, model ID and scenario ID. The process uses the existing employees from JOB_F00 as a starting point, and puts them in the WA_JOB_S00 table, but only in the first accounting period specified in the scenario. Then the system performs actions for the reduced employees in WA_JOB_S00, if any, and then adds new simulated employees to WA_JOB_S00, if any, to create the new simulated workforce. The process flow is:

New Simulated Workforce = Existing Employees + Employees Reduced + New Simulated Employees.

For each reduced employee, the row is assigned a personnel Action of TER, and a Reason of WFS.

For each simulated new employee, the row is assigned a personnel Action of HIR, and a Reason of WFG. The system assigns them an employee identification number based on the structure $YYPPRRR###, where:

Indicates this is a simulated employee.

Indicates the last two digits of the fiscal year.

Indicates the accounting period.

RRR

Indicates a unique number attached to a WFS rule. Values can range from 001 to 999.

###

Indicates a unique number generated for an employee within a rule. The system first uses all numeric values ranging from 001 to 999. Then the system uses a combination of both alphabetic and numeric, such as A01, A02 and so on, ultimately up through ZZZ.

Note: Based on this formatting, for a given fiscal year, accounting period, and workforce simulation scenario, you can add a maximum of 46,656 unique, simulated employees.

When the system creates simulated employees using existing job requisition information, from STAFFING_F00, it distinguishes these simulated employees from those created by workforce growth rules. Simulated employees from job requisitions are assigned a personnel action of HIR, and a reason of WFJ.

Effective Dating of Models and Rules in Workforce Simulation

The effective date of the model and rules used in the workforce simulation must be less than or equal to the effective date of the accounting period for the process run. For example, when you run the process for the fiscal year 2000, and accounting period 1, then the system uses all rules that are valid as of the beginning of that fiscal year/accounting period. If you have a rule that has an effective date of 02/01/2000, then it won't be used until you run the process for fiscal year 2000, accounting period 2.

Currency Codes and Currency Conversion in Workforce Simulation

When you run the Workforce Simulation process the system assigns new employees (in WA_JOB_S00) a currency code that is the same as the existing employees for that same scenario.

If your implementation of Workforce Rewards includes working with multiple currencies, you must run the Currency Conversion Application Engine process (PF_MULT_CURR) to populate the annual BCE rate field for employees in the JOB_F00 table. The timing of this step is important. You run this process after you have used the delivered ETL tool to import your source data to the data warehouse tables, and before running the Workforce Simulation process. If you don't run the Currency Conversion process prior to running Workforce Simulation, certain annual BCE rates are populated as zero throughout the JOB_F00 table, and these zero rates can be carried through the Workforce Simulation and Compensation Planning and Simulation processes. Employees' annual BCE rates should always be greater that zero.

Note: Check your Application Engine process messages after running the Workforce Simulation process. The process checks for any rows in WA_JOB_S00 with an annual rate of zero. If it finds such rows an error message is generated stating: "Warning: Annual BCE Rate=0. Must run Processing Multiple Currency or CPS results will be incorrect."

Synchronizing Workforce Simulation Data with the Workforce Rewards Data Mart

When you run the Workforce Simulation process, the system also calls the Data Mart Dimension process (WA_UPG_DIM), which updates the Workforce Rewards Data Mart dimensions. Workforce Simulation does not call any fact processes, but it does call the dimension build process:

For the first period the scenario is run for, all Workforce Rewards dimensions are populated.
If the scenario is run for additional periods, then only the employee specific dimensions such as WFI_PERSON_DIM and WFI_JOB_DIM are populated. The system does this because Workforce Simulation is creating new employee records in WA_JOB_S00, so the dimensions need to contain a complete list of all employees. Other dimensions do not need to be repopulated as they've already been populated for the first period.