These implementation steps are required to enable you to view data in the HRMS Discoverer business areas and workbooks. They assume that you already have installed Discoverer. For information on Discoverer installation, see: Discoverer Administration Guide.
Follow the steps below to implement Workforce Intelligence Discoverer workbook reports. If you do not complete these steps, reports will be available to you, but they will not display data correctly. You need to perform some of these steps periodically, so that the reports reflect changes in your enterprise data. See: Programs to Populate Workforce Intelligence Discoverer Reports
Workforce is not necessarily a count of the number of employees within your enterprise. Instead, it is a count based on employee assignments and budget measurement type. Calculations depend either on your budget measurement values for assignments, or they use a FastFormula..
Set budget measurement values for each employee assignment within Oracle Human Resources. Reports and performance measures then calculate workforce using the budget values.
If you do not set a budget measurement value for an assignment, and a Business Group default does not exist, the reports and performance measures either calculate workforce using Oracle FastFormula, or they will not include the workforce for an assignment.
Use the Assignment Budget Values window.
See: Entering Assignment Budget Values
If you want to configure how workforce is counted do not set a budget measurement type and assignment measurement value for an assignment. The reports will then use Oracle FastFormula to calculate workforce.
HRMSi provides two predefined workforce formulas:
TEMPLATE_HEAD
TEMPLATE_FTE
Use the Formula window.
See: Configuring Workforce Calculations using Oracle FastFormula
Workforce Intelligence uses the conversion rates set up in the GL Daily Rate window. You can enter a specific conversion rate type for Workforce Intelligence, such as Corporate or Spot.
Use the Oracle Human Resources Table Values window.
See: Entering a Conversion Rate Type
Within Oracle Training Administration OTA you can record the duration of a training event using a time period of your choice.
For example, rather than recording an event in hours you might record it in weeks or months. To enable the workbooks to display the number of hours of a training event, a predefined Oracle FastFormula, TEMPLATE_BIS_TRAINING_CONVERT_DURATION, converts your time periods into hours.
OTA is installed with four predefined time periods. If you record the duration of events using these predefined time periods the formula automatically converts them into the following hours:
D (Day) = 8 Hours
W (Week) = 40 Hours
M (Month) = 169 Hours
Y (Year) = 2028 Hours
Note: You set up time periods in Oracle Training Administration using the Lookup type FREQUENCY.
Amend the FastFormula TEMPLATE_BIS_TRAINING_CONVERT_DURATION if you have set up different time periods using the Lookup type FREQUENCY.
Use the Formula window.
See: Amending the Default Training Hours
Amend the FastFormula TEMPLATE_BIS_TRAINING_CONVERT_DURATION if the number of hours per time period does not match those of your enterprise.
Use the Formula window.
See: Adding Additional Training Time Periods
If users are using a local security profile they will only be able to see information in a specific business group. The business group is defined in the security profile attached to the responsibility.
For Discoverer reports, you may want to enable users to see data that spans business groups.
If you want to enable cross business reporting, provide users with a global security profile. A global security profile provides cross business group reporting because it does not specify a business group.
Use the Global Security Profile window.
See: Defining a Security Profile
HRMS Discoverer workbooks will not run unless the application can identify an organization to report on. If a workbook cannot identify the reporting organization, it will fail to generate certain report parameter lists and will produce the following error message when displaying the report parameter page:
"No values were found for the parameter Organization whilst attempting to build the list of values. To run this report your system must have the parameter Organization set up. Please contact your system administrator."
The application identifies an organization through a business group. You must therefore ensure that you assign a business group correctly to report users. How you assign the business group depends on which security model you implement and whether you are using a local or global security profile. See the options below.
If you have implemented the standard HRMS security model, with a local security profile, you must set the profile option HR: Security to the business group you want to report on.
The reports identify the business group through the profile option HR: Business Group. The application automatically sets this profile option to the value in the HR: Security profile option.
Set up the business group in the profile option HR: Security. Use the System Profile Values window.
See: System Profile Values Window
If you have implemented the standard HRMS security model, with a global security profile, the HR: Business Group profile option is not set automatically.
Set the profile option HR: Business Group at responsibility level to the business group that you want to report on.
Use the System Profile Values window.
See: Defining Preferences with User Profile Options
If you have implemented the Security Groups Enabled security model, the HR: Business Group profile option is not used. You associate a business group with a security profile.
Use the Assign Security Profile window.
See: Assigning Security Profiles
Grant access privileges to the Discoverer business area to determine which workbooks users can create or view.
Use Oracle Discoverer Administration Edition.
See: Grant Business Area Access
To ensure the reports that cover vacancies return accurate results, you need to ensure that users close vacancies by using the status of CLOSED. You may have to obsolete an old vacancy status option that results in the status of C.
Use the Application Utilities Lookups window.
See: Check the Vacancy Status Options
To ensure your HRMS Discoverer workbooks run correctly and efficiently, you need to run concurrent programs to populate summary tables with your hierarchy data and workforce measurement values.
For a full discussion of these concurrent programs, and when you need to run them, see: Programs for Populating Workforce Intelligence Discoverer Reports
All reports that use organization hierarchy gather information from the Organization Hierarchy Summary table. Populate this summary table with your organization hierarchy data. The table ensures that you are getting the best possible performance from your reports.
To populate the summary table, run the concurrent program HRI Load All Organization Hierarchy Versions.
Use the Submit Requests window.
See: Populating the Organization Hierarchy Summary Table
All reports that use supervisor hierarchy gather information from the Supervisor Hierarchy Summary table. Populate this summary table with your supervisor hierarchy data. The table ensures that you are getting the best possible performance from your reports.
To populate the summary table, run the concurrent program HRI Load All Supervisor Hierarchies.
Use the Submit Requests window.
See: Populating the Supervisor Hierarchy History Table
Many reports use Workforce Measurement Values (WMVs). WMVs currently include headcount and full-time equivalent (FTE) assignment budget values.
Run the concurrent program HRI Load Workforce Measurement Value History to populate the Workforce Measurement Value History table with the WMVs used by your reports.
Use the Submit Requests window.
See: Populating the Workforce Measurement Value History Table
Some US specific Discoverer workbooks use a 'Vets, EEO, AAP, OSHA, Multi Work Sites' hierarchy. They require information about the current generic hierarchy.
Run the concurrent program HRI Load All Generic Hierarchy Versions to calculate and collect the required data.
Use the Submit Requests window.
See: Populating the Generic Hierarchy Summary Table
The Organization Rollup - Current folder in the Discoverer End User Layer uses organization hierarchies held in the HRI_ORG_PARAMS and HRI_ORG_PARAM_LIST tables. If you build Discoverer reports using the Organization Rollup - Current folder, you must populate these tables with your organization hierarchies.
To populate the tables, run the concurrent program BIS Load Organization Hierarchy Summary Table.