Enabling Workforce Features
Before users can start workforce planning, enable the Workforce features you want to use.
Enable and configure Strategic Workforce Planning before enabling and configuring Workforce, and then enable any additional Workforce features you need.
Based on your selections, dimensions, drivers, forms, and accounts are populated. 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.
- You must enable all the dimensions you want to include in the application and rename dimensions the first time you enable using Map/Rename Dimensions.
-
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.
After you enable a feature, you can't later disable it.
Table 6-1 Video
Your Goal | Watch This Video |
---|---|
Learn about enabling and configuring Workforce. |
|
- From the Home page, click Application
, and then click Configure
.
- From the Configure list, select Workforce, and then click Enable Features.
Select the features you want to enable. Except as noted, you can come back later and enable additional features, so enable only the features you need to use now.
Table 6-2 Workforce Enable Features
Feature | Description |
---|---|
Granularity |
Select the level of workforce detail to manage:
You must select a level of granularity. If you already enabled Strategic Workforce Planning, Granularity for Workforce is already set based on what you enabled in Strategic Workforce Planning. To learn more, see Identifying the Level of Workforce Detail to Capture. |
Expense Planning |
Select which workforce-related expenses to manage. To learn more, see Enabling Expense Planning. |
Headcount Planning |
Select the headcount-related details to manage. Headcount Planning option: 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, or transferring to another department, or to split an FTE across multiple dimensions. To learn more, see Enabling Workforce Management. |
Map/Rename 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. For example, on the first pass, you select the top-level Headcount Planning checkbox without selecting options under it (such as Employee Demographics). Then you later enable Employee Demographics. You can’t rename its associated dimensions Age Band, Gender, and Highest Degree of Education. For some dimensions, you have the option to choose whether or not they go into the reporting cube (OEP_REP). See Adding Custom Dimensions to the Reporting Cube. |