Loading Employees and Employee Data in Oracle Hyperion Workforce Planning 11.1.1


Purpose


This tutorial teaches you how to use Oracle® Hyperion Enteprise Performance Management Architect, Fusion Edition to load existing employees into Oracle® Hyperion Workforce Planning, Fusion Edition.

Time to Complete


Approximately 1 hour

Topics


This tutorial covers the following topics:

Overview
Scenario
Prerequisites
Importing Employee Data
Adding Headcount (To-Be-Hired)
Reconciling Existing Employees
Summary
Related information

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Overview


If your Workforce Planning application is new, you may want to load information, such as the existing employee structure, employee properties, and payroll data, from enterprise systems. You can export your employee data into a flat file and import it into Workforce Planning.

Enterprise Performance Management Architect uses an ADS flat file format.

 

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Scenario


As the company Workforce Planning administrator, you are tasked to load existing employee data into the application.

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Prerequisites


Before starting this tutorial, you should understand:

1.Oracle® Hyperion Planning, Fusion Edition functionality.
2.The Workforce Planning business model.
3.Performance Management Architect functionality.

 

 

 

The following are also required:

1.Workforce Planning must be installed and configured.
2.Workforce Planning application
3.ADS file containing employee data.

 

Contact your consultant for more information about creating a customized ADS file.

You can download Oracle Enterprise Performance Management System documentation from the Oracle E-Delivery website.

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Importing Employee Data


1.

In the Dimension Library, select File > Import > Create Profile.

 

2.

Enter the following information and click Browse:

  • Profile name
  • FlatFile as the import Type
  • Application that contains the Workforce Planning plan type


 

3.

Click Browse.

 

4.

Locate your employee ADS file and click Open.

 

5.

Click Upload.

 

6.

Click OK.

 

7.

Select the column delimiter used in your ADS file, and click Next.

 

8.

Select the following options and click Next:

  • Create dimensions for the non-mapped dimensions with the source dimension name
  • Select All - Merge As Shared

 

9.

Click Finish.

 

10.

Click Yes.

 

11.

Click Click here to navigate to jobs.

 

12.

Click Refresh until the job status displays as Completed.

 

13.

In Workspace, select Navigate > Administer > Application Library.

 

14.

Right-click [Workforce Application] and select Validate > Application.

 

15.

Click Click here to navigate to jobs.

 

16.

In the Job Console, refresh the page until the status displays as Completed.

 

17.

Return to the Application Library, right-click [Workforce Application] and select Deploy > Application.

 

18.

Select Refresh Outline and click Deploy.

 

19.

Click Click here to navigate to jobs.

 

20.

In the Job Console, refresh the page until the status displays as Completed.

 

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Adding Headcount (To-Be-Hired)


1.

In Workspace, select Navigate > Applications > Planning > [Workforce Planning Application].
 

 

2.

From the left pane, expand Forms.

 

3.

Click Workforce.

 

4.

Select New Hires.

 

5.

Select Operations and click Go.

 

6.

In the content area, right-click and select Add To-be-hired > Salary.

 

7.

Enter the to-be-hired information and click Validate.

 

8.

When all entries are validated with no errors, click Add.

 

9.

Save your data form.

 

10.Repeat steps 5 through 9 to add more headcount.

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Reconciling Existing Employees


1.

Right-click TBH1 and click Reconcile To-be-hired.

 

2.

In the From Employee text box, enter the employee to be reconciled and click Validate.

 

3.

Click Reconcile.

 

4.

In the left pane, click Manage Existing Employees.

The imported and reconciled employees are displayed in the Manage Existing Employees form.

 

5.

Make the necessary changes and click Save.

 

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Summary


In this tutorial, you learned how to use Performance Management Architect to load employees and employee data into Workforce Planning applications.

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Related Information


To learn more about Planning, refer to additional OBEs.

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