Workforce Rules

Run the Workforce business rules in the situations described here.

Tip:

For suggestions on enhancing the execution performance of rules, see Performance Considerations for Strategic Workforce Planning Rules.

To launch a business rule, click Actions, then Business Rules, and then the rule.

• Synchronize Defaults—Run this rule after you update the entity defaults for a benefit, tax, or additional earning. For example, you set up a new benefit or removed an existing benefit from entity defaults. Running this rule from the New Hires or Manage Existing Employees form pushes the updated entity default at the employee-job level. If you launch Synchronize Defaults using the right-click menu, you use it for a selected employee-job combination.

  If you intend to execute the Synchronize Defaults rule for:

  • Only one person, highlight the row containing that person's name, and then run the rule.
  • Multiple people, or to select the dimensionality with a runtime prompt, right-click in the white space, and then run the rule.

• Synchronize Component Definition—Run this rule after you update an existing benefit, tax, or additional earning. For example, you updated a rate table, payment frequency, salary grade, or maximum value. Running Synchronize Component Definition pushes the updated component definition to employees and jobs. This rule doesn't update the entity defaults.

• Calculate Compensation—When you update data on a form, to recalculate expenses, run the Calculate Compensation rule. For example, if you change an employee's status, review that employee's FTE, and then run Calculation Compensation.

  Run this rule to calculate compensation for an individual employee or job.

• Calculate Employee Compensation for All Data and Calculate Job Compensation for All Data (in a Job only model)— Run these rules to calculate data across all entities or all employees or jobs within an entity.
• Process Loaded Data—After you import new compensation data, run the rule Process Loaded Data to copy the data to the necessary periods in the planning year range. 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.

Tip:

You can quickly make changes to the source data for existing employees, entities, and jobs in four Workforce Mass Update forms. Each form is associated with a Groovy rule that processes only the changed data. See Updating Multiple Employees and Jobs Details in Working with Planning Modules.

Note:

You can run the rules Synchronize Defaults, Synchronize Component Definition, and 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.

Note:

If you get an error message about invalid data when running a business rule, see Troubleshooting a Rule’s Error Message.

Groovy Templates used in Workforce

Make sure to set security for the Groovy templates used in Workforce:

• OWP_Add Requisition_GT—Add Hiring Requisition menu item

• OWP_Change Existing Details_GT—Change Existing Details and Change Existing Employee Details menu items

• OWP_Change Requisition_GT—Change Requisition menu item

• OWP_Enable Job_GT

  —Add Job menu item

• OWP_Change Salary_GT

  —Change Salary menu item

• OWP_Incremental Process Data with Synchronize Definition_GT—Runs on save in form

• OWP_Incremental Process Data with Synchronize Defaults_GT—Runs on save in form

• OWP_Incremental Synchronize Defaults_GT—Runs on save in form

• OWP_Incremental Synchronize Definition_GT—Runs on save in form

• OWP_Copy Data across Entities_GT
• OWP_Copy Data Across Entities For Grades_GT

To set security for groovy templates:

1. From the Home page, click Rules, then Filter, and then select a cube and artifact type.
2. Next to the rule or template, click Permission and then click Assign Permission.
3. In Assign Permission, click Permissions, and then assign permissions. See Setting Up Access Permissions for more information.

FTE and Headcount Calculations

Headcount and FTE are both metrics for counting employees.

• Headcount is calculated as the actual number of employees.

• FTE, Full-Time Equivalent, is calculated as the number of full-time hours. A full-time employee has an FTE of 1.0. A part-time employee has FTE less than 1.0. Any employee’s Headcount is always 1.0 as long as FTE is greater than 0.

FTE and Headcount might show different results if FTE is not a whole number for an Employee. FTE is rounded to the nearest integer. The only exception is for those greater than 0 but less than 1, FTE is always rounded to 1. For example, a 0.25 FTE is rounded up to 1.0 (even though 0 is the nearest integer, for headcount purposes, the employee still needs to be counted). For Jobs where FTE is 1.25, the headcount is rounded to the nearest integer of 1.0.