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

Enabling Workforce Management

Select Workforce Management and then select the options you want to plan expenses based on employee or job hiring, terminating, transferring to another department, or to split an FTE across multiple dimensions.

Workforce Management options:

  • New Hires—Enables planning for new hires and their impact on expenses.
  • Merit Based Planning for New Hires—Enables you to plan merit for new hires. You must also select Merit Based Planning in Expense Planning Additional Options to enable this option. Oracle recommends that you also select Merit Assumptions and plan at the global or per entity level.
  • Terminations—Enables planning for employee departures and their impact on expenses.
  • Transfers—Enables you to transfer employees from one department (or entity) to another. Transferring employees changes the department against which their compensation expenses are calculated.
  • Split-Funded FTE—Enables you to plan an FTE to be split-funded across multiple sparse dimensions such as cost center, entity, project, and so on.

Workforce Management options can be incrementally enabled.

About Merit Based Planning for New Hires

To plan merit for new hires, select Merit Based Planning for New Hires. You must also select Merit Based Planning in Expense Planning Additional Options to enable this option. Oracle recommends that you also select Merit Assumptions and plan at the Global or Per Entity level.

Granularity must be either Employee or Employee and Job to enable Merit Based Planning.

Merit Based Planning using user-entered performance ratings is available only for existing employees.

For information about merit based planning, see Enabling Expense Planning and Planning Merit Rates in Working with Planning Modules.

About Split-Funded FTE

The Split-Funded FTE option allows an FTE to be split-funded across multiple sparse dimensions such as cost center, entity, project, and so on.

When Split-Funded FTE is enabled, the Benefits and Taxes wizard is updated with a selection, Flat Amount FTE Ratio, for Value Type and Maximum Value Type for Benefits, Taxes, and Additional Earnings. Additionally, for Taxes, there is a selection available, Threshold Amount FTE Ratio, for Maximum Value Type. For each component in the Benefits and Taxes wizard, administrators can choose whether to use the Flat Amount calculation or the Flat Amount FTE Ratio calculation to calculate benefits, taxes, and additional earnings. For example, a fee for medical benefits might be the same amount whether the FTE is 1.0 or .5, so you would choose Flat Amount FTE Ratio. But a tax might be a based on a percentage of the FTE, so you would choose Flat Amount.

When you enable Split-Funded FTE, you MUST also enter the Master FTE Value for each employee on the Employee Master Data form. Missing existing employee master FTE will calculate incorrect ratio component expense. For more information, see Entering Employee Master Data.

Notes:

  • You can incrementally enable Split-Funded FTE.
  • Granularity must be either Employee or Employee and Job to enable Split-Funded FTE.
  • Value Type and Max Value Type must match when using FTE Ratio. To ensure that either the FTE Ratio or FTE value is applied consistently, the Benefits and Taxes wizard does not allow a mismatch of methodologies for FTE Ratio.
  • If the Tax tier changes based on a new Master FTE, then Tax Tiers aren't calculated with Calc Compensation. Run Synchronize Defaults or Synchronize Definition to calculate the Tax Tiers.
  • If the Master FTE is changed, then run the Synchronize Definition rule.