Workforce is one of the key areas of your enterprise you can investigate using the Workforce Intelligence 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.
You can set budget measurement types and assignment measurement values for each employee assignment within Oracle Human Resources. When the report or performance measure runs, the workforce is calculated using this budget value.
If you have not entered a default budget measurement type and an assignment budget value, and a Business Group default does not exist, then the reports count workforce using Oracle FastFormula.
HRMSi provides two predefined formulas that reports use to calculate workforce if you do not enter assignment budget values for assignments. They are described below.
If you want to customize how workforce is counted, use Oracle FastFormula to copy and amend the predefined formulas. Reports will then use your customized version instead of the predefined formula. See: Customizing Workforce Calculations using Oracle FastFormula
Note: Reports only use Oracle FastFormula to calculate workforce if you do not have an assignment budget value entered for an assignment. Oracle recommends setting up an assignment budget value for each employee assignment.
HRMS provides two predefined workforce formulas:
TEMPLATE_HEAD
TEMPLATE_FTE
The TEMPLATE_HEAD formula calculates the headcount value as follows:
If the assignment is a primary assignment, a default value of 1 is used. Otherwise, the assignment is ignored.
The TEMPLATE_FTE formula uses the employment category to calculate the Full Time Equivalent value as follows:
If the employment category is Full Time, the value is taken as 1.
If the employment category is Part Time, the formula uses the standard working hours for the assignment and compares them to those on either the position, organization, or business group to determine the value for the full - time equivalent.
If the employment category is not set up, the assignment is ignored.
The TEMPLATE_FTE formula uses the predefined meanings set up for the Lookup types EMP_CAT and FREQUENCY.
The following table lists the lookup codes and meanings for EMP_CAT (Employment Category).
Lookup Codes and Meanings for EMP_CAT (Employee Category)
| Lookup Code | Lookup Meaning |
|---|---|
| FR | Full-time-Regular |
| FT | Full-time-Temporary |
| PR | Part-time-Regular |
| PT | Part-time-Temporary |
The following table lists the lookup codes and meanings for FREQUENCY.
Lookup Codes and Meanings for FREQUENCY
| Lookup Code | Lookup Meaning |
|---|---|
| D | Day |
| HO | Hour |
| W | Week |
If you update a lookup meaning, you must copy and amend the predefined TEMPLATE_FTE formula.
For example, the predefined TEMPLATE_FTE has the following lines, which reference two of the Lookup meanings for EMP_CAT:
/* If assignment is Full Time then FTE=1 */ IF hri_asg_employment_category_code = 'FR' OR hri_asg_employment_category_code = 'FT' THEN fte = 1
However, you should consider performance before customizing the TEMPLATE_HEAD formula. The TEMPLATE_HEAD FastFormula calculates the Headcount value based on whether the assignment is primary or not (1 if primary, 0 otherwise). In some cases, a report can determine this value directly, and so does not need to use the formula. This can improve report performance considerably where a large number of FastFormula calculations would be required.
This bypass is not available if you are using a customized version of the TEMPLATE_HEAD FastFormula as the logic may vary.