Task Overview

Review the tasks you'll perform in Workforce. In general, you'll perform tasks in this order:

1. Before creating or updating plans and forecasts, run these business rules: Synchronize Defaults and Calculate Compensation.

   Access these business rules from Compensation Planning, then Manage Employees, then Existing Employees.

2. Set up user variables.

   See Setting User Variables.

3. Review or enter workforce assumptions and defaults. Your administrator may have set up initial assumptions.

   Use Compensation Planning, then Assumptions and Defaults.

4. Update workforce details.

   See the table below.

5. Run the Calculate Compensation business rule again to recalculate values.
6. Review dashboards and analytics.
7. Report on data using data maps.

Note:

You might not see all the features described in this section, depending on which features your administrator enabled.

Note:

In a 13-period application, for artifacts labelled with Month, Month does not represent a calendar month but the period defined through the 13 period calendar.

To get started, click , and then select a component.

Table 5-1 Workforce Tasks

Tasks	Perform These Tasks	More Information
	See an overview of compensation data Manage new hires and existing employees Manage employee details Transfer employees from one entity to another Set workforce assumptions (for example, hours worked per day) Set the salary basis (for example, annual) and rate for Salary Grades Set defaults for salary, additional earnings, benefits, and taxes	Managing Compensation Expenses
	View the total of non compensation expenses Enter or update non compensation expenses	Managing Noncompensation Expenses
	Set headcount targets by job Set attrition rate by year Set strategic headcount drivers by year Set annual strategic headcount driver rates by job	Strategic Workforce Planning
	See a headcount summary by demographic See workforce expenses by demographic Assign demographics to employees or jobs	Managing Demographics
	See a dashboard summary of headcount and FTE (full-time equivalent) Analyze compensation trends over time View headcount and expenses by skill set See an overview of utilization and staffing, by existing employees to hires	Analyzing Workforce Expenses
	If you integrated Workforce with Projects, review dashboards and forms that show: Utilization and staffing overview. FTE requirement across projects. FTE requirement by project. Employee utilization. You can also reassign employees to projects as needed. Employee assignments.	Analyzing Project Utilization

Video

Your Goal	Watch This Video
Learn about entering data in Workforce.	Entering Planning Data In Workforce for Oracle Enterprise Planning Cloud.

Troubleshooting

For help with troubleshooting Workforce issues, see Fixing Workforce Planning Issues in Oracle Enterprise Performance Management Cloud Operations Guide.