Workforce Planning for a New Planning Cycle

Purpose: Steps to follow when updating Workforce Planning (WFP) for a new scenario. The page includes a flow diagram showing the sequence: copy template → modify components → map entities → upload data → clear DLR → map to working scenario.

Checklist (Default Scenario workflow):

• Copy back the latest WFP template to the Default Scenario (or most recent working scenario)

• Modify WFP components (tax rates, benefit amounts, pay plans, review %s, attributes)

• Map new Compensation Items to Employee Types

• Map new Budget Entities to the template

• Clear existing data on the relevant DLR(s) in the Default Scenario

• Upload employee data via DLR; ensure the Payroll Upload Date is before the scenario start date and include: Employee name/number, hire date, employee type, pay plan, position name, Budget Entity (or its dimensions), and salary or rate/hours. Add extra columns as needed

• Map the WFP template to the working scenario

Note: If loading directly into a working scenario, most steps still apply; differences are called out in the “Working Scenario” section below .

Update WFP Template in a Working Scenario

• Modify workforce components (e.g., Compensation Items) and select “Update Compensation Items against employee data” so changes flow to calculations .

Customize Roster to Add Compensation Items (WFP)

Purpose: Let admins add comp items to the roster so users can update multiple employees in the roster view .
Steps: Maintenance → WFP → Workforce Planning Setup → Employees tab → pick scenario → More → Customize Roster → select Display for desired comp items → Save.

• Tip: Use Apply to All Scenarios to push selections across scenarios .

• Requirements: Some Compensation Basis and Value Criteria settings are required for items to appear; check Online Help if an item is missing .

• Personalization & Defaults: Admins can rearrange/hide columns via Settings; changes persist as the default view, apply to new scenarios (not existing), and can be customized per scenario as needed .

How to Add a Compensation Item

Purpose: Add/edit salary, payroll tax, and benefits items, each mapped to leaf members in the account hierarchy (calculated based on its basis) .
Add steps: Maintenance → WFP → Workforce Planning Setup → Compensation Items tab → select scenario → Add →

• General Information: code, name, compensation group, and the MTD account where data posts (must be MTD)

• Compensation Basis: choose the basis, Payment frequency, Calculation Basis, and required fields (fields shown depend on the selected basis) .

How to Edit a Compensation Item

• Items mapped to a budget entity/scenario cannot be edited if the scenario is locked .

• Steps: Maintenance → WFP → Workforce Planning Setup → Compensation Items tab → pick scenario → Edit; adjust General Information; in Compensation Basis, only Compensation Payment and Comp Items for Calculating Total Wages can be changed; update Settings; Save .

Add and Edit Pay Plans

Add: Maintenance → WFP → Workforce Planning Setup → Pay Plans tab → Add → code & name → Save → Pays Setup → select Fiscal Year → complete Pays Setup for the entire scenario span → Save .
Edit: same path; use Edit to change code/name; then Pays Setup to adjust payout schedules for each fiscal year in the scenario span; Save .

Add and Edit Employee Types

Add: Maintenance → WFP → Workforce Planning Setup → Employee Types tab → choose scenario → Add → code & name → select relevant Compensation Items → Save → back to Employee Types → Publish Employee Type (auto‑updates mapped/unmapped comp items for all employee data; not available for Default scenarios). If using review‑by‑type, open Review Setup to set Current Raise Percent and Review Type (Single/Multiple), adding dates & %s as needed, then Save .
Edit: open type → Edit → update fields → Save. If comp‑mix changes affect salary/benefits, select Update Compensation Item against Employee data → Save .

Change Budget Raise Percentage

At the Employee Level

Pre‑req: In Maintenance → Admin → Security Administration, set Enable Employee Review % to Employee Level .
Default Scenario: Maintenance → WFP → Workforce Planning Setup → Employees tab → select the employee’s Budget Entity → click Employee Number to edit. (Note: Default Scenario changes don’t flow to working scenarios) .
Working Scenario: Planning Control Panel → select scenario → under Budget Entity, open Workforce template in Input mode → pick employee → Employees menu → Edit. In Position Info. choose Budget Review option and set Budget Raise Percent/Amount, then Save .

At the Employee Type Level

Pre‑req: In Maintenance → Admin → Security Administration, set Enable Employee Review % to Employee Type Level .
Steps: Maintenance → WFP → Workforce Planning Setup → Employee Types → select scenario → Review Setup → enter Current Raise Percent and select Review Type (Single or Multiple); if Multiple, add Date and % rows as needed; Save .