1. Administering Planning Modules
  2. Configuring Workforce
  3. Enabling Workforce Features

Enabling Workforce Features

Before users can start workforce planning, enable the Workforce features you want to use.

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.

    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.

video cloud png Configuring Workforce Planning in Oracle Enterprise Planning Cloud
  1. From the Home page, click Application Application icon, and then click Configure Configure icon.
  2. 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:

  • Employee—Manage workforce expenses at the employee-only level.
  • Job—Manage job workforce expenses at the job-only level.
  • Employee and Job—Manage workforce expenses by both employees and jobs.

You must select a level of granularity.

Note:

For integration with Projects: The utilization functionality has a dependency on the Employee or Job-Employee model in Workforce in addition to integration with Projects. To enable utilization, on the Enable page, for Granularity, select either Employee or Employee and Job. Also select Workforce Integration to Projects.

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.

Flexible Account Mapping

Enable Flexible Account Mapping to have more flexiblity in mapping Workforce and Financials accounts.

To learn more, see Enabling Flexible Account Mapping
Headcount Planning

Select the headcount-related details to manage. Headcount Planning option:

Employee Demographics—Select 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.

Note:

The Strategic Workforce Planning option is removed from Enable Features starting with the October 2022 update. If you already enabled Strategic Workforce Planning prior to the October 2022 update, the selected option is still visible. Strategic Workforce Planning functionality is provided in the Strategic Workforce Planning product, which contains robust Strategic Workforce functionality that is not available in the existing Planning Workforce module feature. Strategic Workforce Planning is an Oracle Human Capital Management (HCM) product built on EPM technology. For more information about Strategic Workforce Planning, refer to the Strategic Workforce Planning information on https://www.oracle.com.

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

  • Enable up to three additional custom dimensions in your application.

  • Map custom dimensions to existing dimensions.

  • Rename base dimensions.

You must perform this step the first time you enable Workforce.

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.

If you are integrating Workforce with Projects, add a custom dimension called Project, the default dimension name in Projects. If you name it anything else, make sure the dimension name is the same in all modules.

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.