To configure workforce calculations:Typically you set up an assignment budget value for each employee assignment, and reports use this value to calculate workforce numbers. However, if you do not enter an assignment budget value for an assignment, reports use a formula to calculate workforce.
By default reports use the TEMPLATE_FTE and TEMPLATE_HEAD formulas. Copy and amend these formula templates to change the way you calculate workforce, or to report on other budget measurement types.
Attention: If you are using the default template formulas, this does not need to be copied to other business groups.
Workforce Calculation Formulas for DBI for HRMS
Depending on the requirements of your enterprise, to calculate workforce, you can use a formula for each business group or a global formula for the entire enterprise.
You can create:
A BUDGET_HEAD or BUDGET_FTE formula for each business group in your enterprise.
A GLOBAL_BUDGET_HEAD or GLOBAL_BUDGET_FTE formula for the entire enterprise. DBI for HRMS uses the global formula if business group formulas do not exist. If you have not defined a global formula either, DBI for HRMS then uses the Budget Measurement Type values. You must define the global formula in the delivered Setup Business group.
Attention: Global formulas affect the workforce calculation in all HRMS intelligence reports.
Base the formulas on the existing TEMPLATE_HEAD and TEMPLATE_FTE formulas.
To configure workforce calculations:Use the Formula window.
Select either the TEMPLATE_HEAD or TEMPLATE_FTE formula.
Click on Edit and copy the formula body.
Create a new formula as appropriate:
BUDGET_HEAD or BUDGET_FTE for each business group.
GLOBAL_BUDGET_HEAD or GLOBAL_BUDGET_FTE for the entire enterprise.
Click on Edit and paste in the contents of the template you have copied.
Edit the formula code as required.
For further information on naming and amending these formulas, see: Workforce Calculation
Compile the new formula.
Repeat the above steps for each business group within your enterprise.