Setting User Variables

After Strategic Workforce Planning features are enabled and configured, set the predefined user variables. Each user, including administrators, must select members for the provided user variables.

The members that you select for user variables set the initial POV (Point of View) when you open dashboards and forms. You can then can change the POV from within dashboards and forms, and their changes are then reflected in User Variables preferences.

To set user variables:

1. From the Home page, click Tools , and then User Preferences .
2. On the User Variables tab, select members for these user variables:
   • Currency
   • Entity
   • Job Type
   • Reporting Currency
   • Scenario—Set the scenario for Workforce
   • Scenario View—Set the scenario for Strategic Workforce Planning
   • Strategic Start Year and Strategic End Year—For Strategic Workforce Planning, limit skill set planning to a range of years by setting the start and end year
   • Version
   • Years

Note:

For Workforce, set these additional user variables:

• Employee Parent—Helps make forms more manageable by letting you include or exclude the employees to display on the forms based on the Employee Parent member you select, such as new hires or existing employees.
• Period—Allows Comments for New Hires to be displayed as well as Total Compensation for all Employees/Jobs on the Mass Update forms.

Note:

Administrators can set limits for user variables by selecting Tools, then Variables, then User Variables, and then selecting members for the User Variable Definition. Administrators can further limit data entry by assigning permissions, setting variables, and creating valid intersections.