Enabling Workforce

Enable and configure Oracle Strategic Workforce Planning Cloud before enabling and configuring Workforce, and then enable any additional Workforce features you need.

In most cases, you can come back later and incrementally enable additional features. However, note these exceptions:

  • If you want to use Employee Demographics, you must select it the first time you enable features.
  • Your selections for Granularity and Employee Demographics are set when you enable Strategic Workforce Planning and are also used if you enable Workforce.

  • Make sure you add any required custom dimensions or rename dimensions while enabling Strategic Workforce Planning. These dimensions are also used for Workforce. If you've already enabled Strategic Workforce Planning, you can't add custom dimensions or rename dimensions when you enable Workforce.

    Tip:

    If your company doesn’t use Union Code, you can rename the Union Code dimension to a dimension that's more meaningful for your business. You must do so when you first enable features.

Based on your selections, the dimensions, drivers, forms, and accounts are populated.

Note:

After you enable a feature, you can't later disable it.

  1. From the Home page, click Application Application icon, and then click Configure Configure icon.
  2. From the Configure list, select Workforce, and then click Enable Features.

    Select the features you want to enable.

Table 5-1 Workforce Enable Features

Feature Description
Granularity

Select the level of workforce detail to manage.

  • Select Job to manage job workforce expenses at the job-only level.

  • Select Employee and Job to manage workforce expenses by both employees and jobs.

If you already enabled Strategic Workforce Planning, Granularity for Workforce is already set based on what you enabled in Strategic Workforce Planning.

See Identifying the Level of Workforce Detail to Capture.

Expense Planning

Select which workforce-related expenses to manage:

If you select Expense Planning, then Compensation Planning, which includes salary planning, is also selected by default.

You can also enable Additional Earnings, Benefits, Taxes, and Non Compensation Expenses by the level of granularity you selected.

You can select Merit Based Planning only if you enable granularity for Employee and Job.

Headcount Planning

Select Headcount Planning and Employee Demographics to analyze such employee attributes as veteran status, gender, and age band. If you want to use Employee Demographics, you must select it the first time you enable features. Available only for Employee and Job granularity.

If you already enabled Strategic Workforce Planning, your selection for Employee Demographics in Workforce is already set based on what you enabled in Strategic Workforce Planning.

Workforce Management Select to plan expenses based on employee or job hiring, terminating, and transferring to another department. Workforce Management options:
  • New Hires—Enables planning for new hires and their impact on expenses.
  • Terminations—Enables planning for employee departures and their impact on expenses.
  • Transfers—Enables you to transfer employees from one department (or entity) to another. Transferring employees changes the department against which their compensation expenses are calculated.
Map/Rename Dimensions
  • Enable up to three additional custom dimensions in your application.

  • Map custom dimensions to existing dimensions.

  • Rename base dimensions.

You must perform this step the first time you enable Workforce. If you've already enabled Strategic Workforce Planning, you can't add custom dimensions or rename dimensions.