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.
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
Select the level of workforce detail to manage:
Note:You must select a level of granularity.
For integration with Projects, for tracking employee utilization, the granularity must be either Job or Employee and Job.
To learn more, see Identifying the Level of Workforce Detail to Capture.
Select which workforce-related expenses to manage:
If you select Expense Planning, then Compensation Planning, which includes salary planning, is also selected by default. You can also enable Additional Earnings, Benefits, Taxes, and Non Compensation Expenses by the level of granularity you selected. You can select Merit Based Planning only if you enable granularity for either Employee or Employee and Job.
Select which headcount-related details to manage. Headcount Planning options:
|Workforce Management||Select to plan expenses based on employee or job hiring, terminating, and transferring to another department. Workforce Management options:
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.