Strategic Workforce Planning Rules

Strategic Workforce Planning provides business rules to calculate values in the application.

To see all the rules in the application, from the Home page, click Rules.

To run a rule from within a form, either click Actions and then the rule or right-click in a data cell. The available rules depend on the context.

About Strategic Workforce Planning rules:

• Calculate Demand—Run this rule after you enter demand driver information to see the impact on demand FTE.

• Calculate Supply—Run this rule after you enter supply driver information to see the impact on supply FTE.

• Calculate Demand for All Data and Calculate Supply for All Data—Run these rules after you enter demand or supply driver information to see the impact on demand FTE. This rule allows you to calculate for all data en-masse whenever you update supply and demand assumptions or when you load new data. You can calculate Demand or Supply for all data in your scope using the run time prompts for this rule.

  The default Fix Parallel dimension is Entity, which is ideal if you're loading the bulk of your data into the Entity dimension. However, if you load the bulk of your data into another dimension, you can improve performance by modifying the FIXPARALLEL statement to apply to this dimension instead. Update the FIXPARALLEL statement in the Calculation Manager Template named OWP_FIXPARALLEL_T in the OEP_WFP cube. See Performance Considerations for Strategic Workforce Planning Rules.

  When running these rules across a large set of employees and jobs, to avoid impact on user activity, Oracle recommends that you not run the rules while the system is under heavy usage, nor should you run multiple instances of this rule at the same time.

• Process Loaded Strategic Workforce Data—Run this rule after your import new data from HCM to compute headcount projections for Strategic Workforce Planning. Running this rule sets the Headcount to 1 and the Partial Payment Factor to 100% for every employee unless you've loaded different values at the processing month. This rule copies the data to the necessary periods in the planning year range.

  Best Practice Recommendations:

  • Don't run Process Loaded Strategic Workforce Data and the Workforce Module's Process Loaded Data rules at the same time.

  • You can run the rules Process Loaded Strategic Workforce Data and the Workforce Module's Process Loaded data for multiple entities at a time by selecting the parent entity under Total Entity. Oracle recommends that for performance reasons, you run multiple instances of rules by selecting different children under Total Entity instead of running rules for all entities in one pass.

• Rollup WFP Cube—Run this rule to see aggregated data.