Before You Begin

This 30 minute hands-on tutorials shows you how to map Workforce accounts to accounts in Financials and push Workforce data to Financials. The sections build on each other and should be completed sequentially.

Background

You can push summarized data from Workforce to Financials. If you are using the provided chart of accounts in Financials, both the Salary and Merit account in Workforce are mapped automatically to the Salaries account in Financials.  For other compensation data, when you configure Workforce compensation items using the Benefits and Taxes wizard, you map each item to an account in Financials. You then use the Compensation Data data map to push the data to Financials.

Note:

If you are using a custom chart of accounts in Financials, you can enable Flexible Account Mapping in Enable Features to map data for your Salary and Merit accounts. Flexible account mapping lets you map Salary and Merit to separate accounts in Financials. This tutorial covers integrating compensation data using the provided chart of accounts.

What Do You Need?

An EPM Cloud Service instance allows you to deploy and use one of the supported business processes. To deploy another business process, you must request another EPM Enterprise Cloud Service instance or remove the current business process.

  • Have Service Administrator access to an EPM Enterprise Cloud instance. The instance should not have a business process created.
  • Upload and import this snapshot into your instance.

    • Note:

    If you run into migration errors importing the snapshot, re-run the migration excluding the HSS-Shared Services component, as well as the Security and User Preferences artifacts in the Core component. For more information on uploading and importing migration snapshots, refer to the Administering Migration for Oracle Enterprise Performance Management Cloud documentation.

Reviewing Integration Data

The Financials Integration Summary, Balance Sheet Integration Summary, and Cash Flow Integration Summary forms included with Financials show data that has been pushed from other modules to Financials. Data pushed from Workforce is displayed in the Workforce Detail column of the form.

  1. Login to your Planning instance with Service Administrator credentials.
  2. On the Home page, click Financials, and then Analysis.
    Home page
  3. Click the Forms vertical tab.
    Analysis
  4. In the list of forms, click Financials Integration Summary.
  5. Verify that the point of view is Sales US, Plan, Working, USD, FY22.
    Point of View
  6. Scroll the form to review the data under Total Compensation in the Workforce Detail column.
    The Workforce Detail column shows data that has been pushed from Workforce. Notice that there is currently no data for the Bonus account. You will be updating data for this account in a later section. The current value for Total Compensation is 1,247,056.
    Balance Sheet Integration Summary form

Integrating Compensation Data with Financials

Adding Bonus Pay and Mapping to Financials Accounts

In this section, you use the Benefits and Taxes wizard to configure a holiday bonus to be paid to all employees in December. You will map the data for bonus pay to the Bonus account in Financials.

  1. Click Navigator (Navigator), and under Application, click Configure.
    Navigate to the Configure page
  2. From the Configure drop down list, select Workforce.
    Select Workforce
  3. Click Benefits and Taxes.
    Click Benefits and Taxes
  4. In Benefits & Taxes, click any of the filter links to change it:
    Click filter links
  5. In the Filter dialog, select the following values:
    Filter By Value
    Scenario OEP_Plan
    Version OEP_Working
    Components Additional Earnings
  6. Verify your selections and click Apply.
    Filter selections
  7. In Benefits & Taxes, click Bonus Pay.
    Click Bonus Pay
  8. In Additional Earnings for Bonus Pay, select the following values. Note that the account you select in the Financial Account list is the Financials account to which you want to map data for Bonus Pay.
    Bonus Pay Details Value
    Component Type Simple
    Financial Account Bonus
    Description Holiday Bonus
    Payment Terms Annually (Calendar Year)
    Payment Frequency One-time pay
    One Time Pay Options Twelfth Month
    Value Type Flat Amount
    Maximum Value Type Flat Amount
    Threshold Scope YTD
    Taxable Component Yes
    Earning Type Add to Gross Pay
  9. Verify your selections and click Next.
    Bonus Pay details
  10. Verify or set the POV to the following values:
    Dimension Member
    Scenario Plan
    Version Working
    Currency USD
    Entity Sales US

    Tip:

    To modify the POV selections and open Member Selector, click the member you want to change. When finished, click Go (Go) to apply your changes.
  11. In the data grid, for FY22, in the Rate column, expand Year Total, and then Q4, and then enter 1000 in Dec. Leave the Threshold column blank. Repeat for FY23 and FY24.
    Enter rates for No Option
  12. Click Next.
  13. Review the rate values you entered for each year and click Save.
    Review rate values
  14. At the information message, click OK.
    Information message
  15. In Additional Earnings, click Close.
  16. In Benefits & Taxes, click Close.

Assigning Default Values

In this section, you add an earnings default for Bonus Pay and synchronize defaults. to update your compensation data.

  1. Click Navigator (Navigator), and under Workforce, click Compensation Planning.
    Navigate to Compensation Planning
  2. From the vertical tabs on the left, click Defaults (Defaults).
  3. From the horizontal tabs, click Additional Earnings.
    Click Additional Earnings
  4. In Additional Earnings, right-click in the content area and select Add Earning Default.
    Add Earning Default
  5. In Add Earning Defaults, set values as follows:
    Prompt Value
    Earning Bonus Pay
    Job OWP_All Jobs
    Union Code OWP_All Union Code
    Option No Option
  6. Verify your selections and click Launch.
    Set earning defaults prompt
  7. At the information message, click OK.
    Information message

    Bonus Pay is added to the form.

    Bonus Pay
  8. From the vertical tabs on the left, click Manage Employees (Manage Employees).
  9. Click the Existing Employees horizontal tab.
  10. Set the POV to the following members and click Go (Go):
    Dimension Member
    Version Working
    Entity Sales US
    Currency USD
    Years FY22
    Scenario Plan
    Project No Project
  11. Expand the Total Compensation column.
    Currently there is no data for additional earnings.
    Existing Employees
  12. In the empty read-only cell in the header row above the employee names, right-click and select Synchronize Defaults.
    Synchronize Defaults
  13. In Synchronize Defaults, set the prompt values to:
    Prompt Value
    Scenario OEP_Plan
    Version OEP_Working
    Department Sales US
    Enter Currency USD
    Select Job OWP_Total Jobs
    Employee OWP_Total Employees
    Select No Project

    Note:

    "OWP_Total Jobs" is different from "OWP_All Jobs", which was used in the assignment of defaults.
  14. Verify your selections and click Launch.
    Prompt selections
  15. At the information message, click OK.
    Information message
  16. In the data grid, expand the Total Compensation column.
    Notice that the Total Earnings column displays the holiday bonus of 1000.
    Total Earnings
  17. Click Home icon (Home) to return to the Home page.

Pushing Compensation Data from Workforce to Financials

In this section, you use the Push Data option with the Compensation Data data map in Data Exchange to push compensation data from Workforce to Financials.

  1. On the Home page, click Application, and then Data Exchange.
    Data Exchange Card
  2. Click the Data Maps tab at the bottom of the page
    Data Maps tab
  3. Click All Sources and select OEP_WFP.
    Data Sources list
  4. Click Compensation Data.
    Notice that Source is Workforce and Target is Financials. The mappings here are generated automatically by the system based on the mappings you defined in the Benefit and Taxes wizard, so you do not need to edit the integration. However, when you change account mappings, you need to run Synchronize to update the integration.
    OCX_FS Integration dialog box
  5. Click Cancel to close the integration.
  6. For Compensation Data, in the Actions column, click the ellipsis (...), and then select Synchronize.
    Synchronize option
  7. At the Information prompt, click OK.
    Information dialog box
  8. For Compensation Data, in the Actions column, click the ellipsis (...), and then select Push Data.
    Push Data option
  9. You are prompted whether to clear data. If you select Yes, the current data for Workforce will be cleared before the new data is loaded. If you select No, the new data is merged into the existing data. Select Yes.
    Warning dialog box
  10. At the Warning prompt, click OK.
    Warning dialog box

    The integration includes a warning message because some members in the source are dynamically calculated in the target, so those members are ignored during the data push. You can optionally view the Job console for a listing of the dynamically calculated members that were ignored.
  11. Click Home Home icon to return to the Home page.
  12. On the Home page, click Financials, and then Analysis.
    Home page
  13. Click the Forms vertical tab if it is not already selected.
    Analysis
  14. If it is not already open, In the list of forms, click Financials Integration Summary.
  15. Verify that the point of view is Sales US, Plan, Working, USD, FY22.
    Point of View
  16. Scroll the form to review the data in the Workforce Detail column.
    Notice that summarized data for Bonus Pay in Workforce have been pushed to the Bonus account in Financials. Total Compensation has been updated from 1,247,056 to 1,258,783 to reflect the new data in the Bonus account and the additional payroll taxes calculated for the bonus data.
    Balance Sheet Integration Summary form

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