Templates

Template Types

The Workforce Planning is the primary template specific to Workforce Planning.

Workforce Planning - Use Workforce Planning to set up employees by planning entity, set up allocations, employee positions and salary calculations. The way you define the criteria on this page will impact the way you perform Workforce Budgeting.

When you click Workforce Planning Setup, an application page with several tabs appears. Here is an explanation for each tab:

Employees - View employees by budget entity and add, edit and delete employees associated with a selected budget entity. Fields may be edited directly on this page by clicking the cell in the grid; Salary Class, Rate, Hour, Annualized, Employee Edit, etc.
Compensation Groups - View, define, edit and delete compensation groups, which are used to categorize compensation items for reporting purposes. For example, you might want to organize all salary compensation items in one group and all tax compensation items in another group.
Compensation Items - View, add, edit, copy and delete compensation items, which are categorized into compensation groups for reporting purposes. The most important element in designing the compensation structure for Workforce Budgeting is the compensation item. Compensation Items are various employee compensations paid to employees of an organization.
Employee Types - Create employee type and group compensation items for each class of employee or job function.
Pay Plans - Play Plans defines how you want to pay out compensation items to your employees. They determine how compensation items are spread in budget periods. Pay Plans can be applied at the employee level or the compensation item level.
Workforce Attributes - Add, edit, copy and delete Workforce attributes, which are used to calculate compensation items that use an attribute basis.
Workforce Defaults - Select a leaf level member as a default for each segment.

How to Add an Workforce Planning Template Type

This template type is not added via the Template List page. Instead, load employees to the Default scenario using Data Load Rules or whatever means you have set up to load data. If using Data Load Rules, on the Define Overall Rule Settings page (shown below), load employees to a scenario. Budget users review employees and modify their Workforce budgets through the Planning Control Panel using the Workforce Planning Template.