How to Generate the Workforce Planning Budget Report?

The Workforce Planning Budget report provides a detailed level of organization for budgets related to human resources based on the scenario, budget entity, and view. It allows you to view Workforce details associated with a scenario and budget entity.

To generate and download the workforce planning budget report, do the following:

1. Navigate to Maintenance > Report Administration > Standard Reports.
   
   
   
2. Select Workforce Planning Budget Report and click Run. The Workforce Planning Budget screen appears.
   Notes:

   • The report status must be Deployed. If not, deploy the report and provide user access if required. Click here to learn more on how to deploy the standard report.
     
     
   • Once deployed the report can be found in the File Cabinet of the Reports area. 
   
   
3. Select any of the following from the View drop-down. For example, Compensation Item View.
4. Click Run. The Workforce Planning Report for the selected View is generated. For example, Workforce Planning Report Compensation Item View.
5. Use the Export drop-down menu option to download the report.
   
   
   
6. Click the Send Email option to email the report to the registered email address.
   
   
   
7. Optionally, you can use the Hide option to hide all the fields. 
   

View Options in the Workforce Planning Budget Report

The following are the View options available on the Workforce Planning Budget screen.

Compensation Item View

This report displays compensation items per month. When selected, you will be prompted to select the way you want the compensation item displayed in the report. You can display the name, code, or label, a combination of code and name. 

1. Select the Scenario, Budget Entity, and Compensation Item Code, Label, and Name.
   
   
2. Click Run, and the report appears.
   
   
   

GL Account View

This report displays the report based on employee position. This view is important when the compensation for an employee is divided across budget entities.

1. Select the Scenario and Budget Entity.
   
2. Click Run, and the report appears.
   
   
   

By Compensation Item

This report displays compensation items by month and specific to selected positions for detailed analysis.

Compensation Item Summary

This report displays all compensation items for the selected budget entity and fiscal year.

1. Select the Scenario, Budget Entity, Fiscal Year, and Display Decimals to whether or not you want decimal places in the report output, and Compensation Item to decide how you want the compensation item displayed in the report. You can display the name, code, or label, which is a combination of code and name. 
2. Click Run, and the report appears.