Implementation Checklist

This implementation checklist helps you get started in setting up your Oracle Strategic Workforce Planning Cloud application.

Perform these tasks to set up Strategic Workforce Planning:

  1. Create a Strategic Workforce Planning application. See Creating an Application.

  2. If your application is multicurrency, use the Dimension Editor to add dimension members for each currency. See About Editing Dimensions in the Simplified Dimension Editor.

  3. Enable features for Strategic Workforce Planning. See Enabling Strategic Workforce Planning.

    Your selections for Granularity and Employee Demographics are set when you enable Strategic Workforce Planning and are also used if you later enable Workforce. Additionally, make sure you add any required custom dimensions or rename dimensions while enabling Strategic Workforce Planning. These dimensions will also be used if you enable Workforce.

    While you are enabling features, the application is put in maintenance mode and only administrators can use the application. If any metadata changes are detected, the database is refreshed before features are enabled. If any validation errors are detected, they are displayed; you must resolve these errors before features can be enabled.

  4. Configure Strategic Workforce Planning. See Configuring Strategic Workforce Planning.

    You must configure Demand Drivers and Valid Intersections for Jobs.

    The planning and forecast range (configured in Planning and Forecast Preparation) can be different for Strategic Workforce Planning and Workforce. For example, you might want to use Strategic Workforce Planning for long-term planning and Workforce for short-term planning.

  5. After you configure, and whenever you make configuration changes or import metadata, refresh the database:

    Click Application Application icon, and then Configure Configure icon. Then from the Actions menu, select Refresh Database, then Create, and then Refresh Database.

  6. Enable any additional features you need for Workforce. See Enabling Workforce.

    Your selections for Granularity and Employee Demographics are set when you enable Strategic Workforce Planning and are also used when you enable Workforce.

    If you already enabled Strategic Workforce Planning, you can't add any additional dimensions or rename dimensions.

  7. Configure Workforce. See Configuring Workforce.

    The planning and forecast range (configured in Planning and Forecast Preparation) can be different for Strategic Workforce Planning and Workforce.

    For other configuration tasks, if you've already configured them in Strategic Workforce Planning, you don't also have to configure them again in Workforce.

  8. After you configure, and whenever you make configuration changes or import metadata, refresh the database.

  9. Set required user variables. See Setting User Variables.

  10. Import data and run Process Loaded Strategic Workforce Data for Strategic Workforce Planning and Process Loaded Data for Workforce.

    See Importing Data.

  11. Create the required user and group accounts and grant permissions. See Getting Started with Oracle Enterprise Performance Management Cloud for Administrators.

  12. Make the application available to planners. From the Home page, click Application Application icon, and then Settings Settings icon. In System Settings, change Enable Use of the Application for to All Users.

  13. To define the approval process, define the approval units and promotional paths for approving plans in your organization. See Managing Approvals.