Workload Management

As an HCM integration specialist, you can import workload requirement data that provides the demand requirement for Workforce Scheduling using HCM Data Loader. The workload data import lets you import data over any date range and times within those ranges to establish a daily workload requirement to use as a goal for scheduling activities.

The workload plan import supports get, create, update, and delete actions on the workload plan information. Each new record in the workload import for the date and times overlapping previous records is used for the workload requirement in Workforce Scheduling. Thus, you can simply create a record for the date range and times to update and those new records are used as the demand requirement. You can also edit and delete existing workload records by providing the surrogate, user, or primary keys when using HCM Data Loader. The process looks for the most recent actual, then the adjusted, and finally the baseline workload import record. It stops looking as soon as it finds the appropriate import record.

The workload data import has several attributes that describe the type of imported data to delineate:

• Baseline: A longer-term requirement for several months, quarters, or year, such as a budget.
• Adjusted: A medium-term requirement for a user-defined duration, such as a forecast, or a plan update to use in place of the budgeted value.
• Actual: A shorter-term requirement used from a-real time information collection system, such as an electronic medical records or point-of-sale system, to provide actual information. You use this attribute in place of the adjusted value.

Workforce Scheduling retains each record and the Workload Consolidation process applies logic to keep all the baseline requirements and identify the best current value to use. Workload consolidation processing creates the detail necessary to define the workload requirement for each date and time. The process retains the unit of measure provided in the workload import, but divides every day down by hour for each change to the workload requirement. The initial Workload Consolidation process runs when the schedule generation period opens to establish the consolidation data set for the duration of the schedule period, plus one day to cover overnight shifts. Each subsequent import of the workload data updates active and past schedule periods.

The consolidation process retains two types of workload requirements from the workload plan import.

• The Baseline import type is retained for comparison against an original requirement such as a budget. The baseline is decided by using the most recent record received for each date and time interval.
• The Current import type consists of the most recent Actual, then Adjusted, then Baseline type in that respective order.

As a schedule manager, you can now review the detailed workload requirements on the new read-only workload management page. You can see the consolidated workload data for the baseline and current real-time workload requirements for each job, competency, and shift type. For more focused review, you can filter by job role.

Example Read-Only Workload Management Page

When you open the workload management page, the date defaults to the current date. You can use Filters and select start and end dates to show up to one week of results.

Example Read-Only Workload Management Page Showing the Filters Panel Drawer

This feature helps schedule managers appropriately staff their departments with Workforce Scheduling by letting them align schedules with the business demand. They can set workload for a baseline budget, update with a forecast, and send real-time actual workload so Workforce Scheduling can align longer-range scheduling with up-to-the-minute workload changes.

Steps to Enable

You don't need to do anything to enable this feature.

Access Requirements

People importing and managing workload needs these job roles:

• Schedule Administrator
• Schedule Manager

They also need these aggregate privileges:

Privilege	Code	Description
Manage Workforce Scheduling Workloads	ORA_HTS_MANAGE_WORKLOAD_BY_MANAGER	Allows users to manage the workforce scheduling workloads for which they are a manager.
View Workforce Scheduling Workloads	ORA_HTS_VIEW_WORKLOAD_BY_MANAGER	Allows users to view the workforce scheduling workloads for which they are a manager.