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  • Oracle® Cloud Administering and Working with Oracle Strategic Workforce Planning Cloud

    E96237-19

  • Oracle Cloud Administering and Working with Oracle Strategic Workforce Planning Cloud,

    E96237-19

    Copyright © 2020, Oracle and/or its affiliates.

    Primary Author: EPM Information Development Team

    This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited.

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  • Contents

    Documentation Accessibility

    Documentation Feedback

    1 Welcome to Strategic Workforce Planning About Strategic Workforce Planning 1-1

    Learning More About Strategic Workforce Planning 1-2

    Related Guides 1-2

    Part I Administering Strategic Workforce Planning

    2 Setting Up Your Application Implementation Checklist 2-1

    Creating an Application 2-2

    3 Familiarizing Yourself with Strategic Workforce Planning Navigating in Strategic Workforce Planning 3-1

    Reviewing Modified Artifacts 3-1

    4 Configuring Strategic Workforce Planning Enabling Strategic Workforce Planning 4-1

    Identifying the Level of Workforce Detail to Capture 4-3

    Enabling Headcount Planning 4-4

    Configuring Strategic Workforce Planning 4-5

    Planning and Forecast Preparation 4-9

    Adding and Managing Accounts and Drivers 4-9

    Setting Global Assumptions: Exchange Rates 4-10

    Strategic Workforce Planning Post Configuration Tasks 4-10

    iii

  • Setting User Variables 4-10

    Strategic Workforce Planning Rules 4-11

    5 Configuring Workforce Enabling Workforce 5-1

    Identifying the Level of Workforce Detail to Capture 5-3

    About Configuring Workforce 5-4

    Configuring Workforce 5-4

    Planning and Forecast Preparation 5-10

    Adding and Managing Accounts and Drivers 5-10

    Setting Global Assumptions: Exchange Rates 5-11

    Configuring Benefits, Taxes, and Additional Earnings 5-11

    Before You Use the Benefits and Taxes Wizard 5-12

    About the Benefits and Taxes Wizard 5-12

    Common Properties for the Components 5-13

    Component Types in the Wizard 5-13

    About One-time Pay Options 5-14

    About Maximum Value Type 5-14

    About Earning Type 5-15

    About Taxable Component 5-15

    About Entering Rates 5-15

    About Rates and Threshold Scope 5-15

    Applying Rates by Hierarchy 5-16

    Creating Custom Calculation Logic in a Component 5-16

    After Configuring Using the Wizard 5-20

    Example - Adding a Fringe Benefit 5-21

    Post Configuration Tasks 5-23

    Setting Assumptions 5-24

    Setting Defaults 5-24

    Synchronizing Defaults 5-25

    Post Update Tasks 5-26

    Workforce Rules 5-27

    Performance Considerations with Workforce Rules 5-28

    6 Updating Strategic Workforce Planning and Workforce

    Part II Working with Strategic Workforce Planning

    iv

  • 7 Task Overview The Workflow for Strategic Workforce Planning 7-1

    Setting User Variables 7-2

    8 Using Average Compensation Rates

    9 Skills Assessment Planning Assessing and Updating Skills 9-1

    Adding Skills and Ratings for an Employee 9-2

    10

    Demand Planning

    About Demand Drivers 10-2

    Setting Demand Data by Entity or Job 10-2

    Setting the Calculation Logic of Demand Drivers 10-3

    Scaling Demand FTE 10-5

    Factoring Productivity Changes into Demand FTE 10-6

    Viewing and Adjusting the Demand FTE 10-6

    11

    Supply Planning

    Setting Attrition Drivers 11-1

    Setting Retirement Ages for Attrition Calculations 11-2

    Setting Attrition by Age Band 11-2

    Setting Attrition by Job 11-2

    12

    Analyzing the Gap Between Demand and Supply

    Part III Working with Workforce

    13

    Task Overview

    The Workflow for Workforce 13-1

    Setting User Variables 13-2

    v

  • 14

    Managing Compensation Expenses

    Managing Hiring Requisitions 14-1

    Adding Hiring Requisitions 14-2

    Updating Hiring Requisitions 14-3

    Updating Employee Compensation 14-4

    Updating Multiple Employees and Jobs Details 14-5

    Changing an Employee's Status 14-7

    Hiring Employees 14-8

    Planning an Employee's Departure 14-8

    Transferring Employees 14-9

    Managing Jobs 14-10

    Adding Jobs 14-10

    Changing a Job's Salary 14-11

    Planning Merit Rates 14-12

    Calculating Compensation Expenses 14-13

    Synchronizing Defaults 14-13

    Troubleshooting a Rule's Error Message 14-14

    15

    Managing Noncompensation Expenses

    16

    Managing Demographics

    17

    Analyzing Workforce Expenses

    18

    Reporting on Data

    A Importing Data Importing Strategic Workforce Planning Data A-2

    Importing Workforce Data A-4

    Loading and Calculating Incremental Workforce Data A-7

    Preparing the Source Data File A-7

    Configuring the Incremental File Adapter in Data Management A-8

    Deciding Which Workforce Rules to Add A-13

    vi

  • Executing an Incremental Workforce Data Load A-14

    B Accessibility Enabling Accessibility Settings B-1

    Recommendations B-1

    General Considerations and Notes B-1

    Using Keyboard Equivalents B-1

    Online Help B-1

    Accessibility Features B-2

    Using Screen Reader Mode B-2

    C Updating Workforce Artifacts to Use New Features

    vii

  • Documentation Accessibility

    For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at http://www.oracle.com/pls/topic/lookup? ctx=acc&id=docacc.

    Access to Oracle Support

    Oracle customers that have purchased support have access to electronic support through My Oracle Support. F

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