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 .