1. Administering and Working with Strategic Workforce Planning
  2. Administering Strategic Workforce Planning
  3. Configuring Workforce
  4. Post Configuration Tasks
  5. Entering Employee Master Data

Entering Employee Master Data

When you enable Split-Funded FTE, you MUST also enter the Master FTE Value for each employee on the Employee Master Data form.

From the Home page, click Workforce, then Compensation Planning, then Manage Employees, and then Employee Master Data.

You enter the Master FTE for each fiscal year, at the periodicity defined for that year. Master FTE is required if you are using Split-Funded FTE.

Tip:

The Employee Master Data form displays columns for all of the valid years. To make it easy to enter FTE for multiple time periods, enter data for YearTotal; the value is spread to the periods. You can expand the periods to change data for a specific month or quarter.

A new member in the Entity dimension, OEP_Home Entity, stores the Master FTE Value. OEP_Home Entity is enabled for the Workforce cube and the Workforce Reporting cube. If someone other than an administrator will be entering or editing Master FTE Values, make sure to give write access to OEP_Home Entity.

Tip:

You can use data import templates to quickly load the Master FTE value for employees. See Importing Workforce Data.

Note: If an employee’s total assigned FTE value changes over various projects (or other custom dimensions), make sure to update the Master FTE Value so that it matches the total assigned FTE to ensure that calculations are correct.

If the Master FTE is changed, then run the Synchronize Definition rule.

To help ensure that Master FTE matches the total assigned FTE, administrators can review the FTE Assignment Analysis form to see if an FTE is over- or under- allocated compared to the Master FTE. (From the Home page, click Workforce, then Compensation Planning, then Validate, and then FTE Assignment Analysis.) To retrieve data for this form, run the data map Headcount and FTE Data for Reporting. Positive values mean an FTE is underallocated; negative values mean an FTE is overallocated. You can resolve any over or under allocations by updating the Master FTE or the Assigned FTE.

Notes for new hires:

  • FTE Ratio is applicable to new hires.
  • You don't need to enter a Master FTE value in OEP_Home Entity for new hires. The Workforce calculations assume that the FTE for new hires is Master FTE.