Oracle Transactional Business Intelligence Enterprise for Human Capital Management Cloud Service

Transcription

1 Oracle Transactional Business Intelligence Enterprise for Human Capital Management Cloud Service Human Resources Workforce Frozen Snapshots July 2014

2 Contents Human Resources - Workforce Frozen Snapshots This subject area can be used to answer business questions such as:... 3 The following job roles are used to secure access to this subject area:... 3 The following BI duty roles are used to secure access to this subject area:... 3 BI Product Offering... 3 BI Product Release... 3 Dimensions... 4 Facts... 8 July 2014 Oracle Transactional Business Intelligence Enterprise Page 2

3 Human Resources - Workforce Frozen Snapshots Workforce Frozen Snapshots enables you to compare headcount, performance, and costs for a historical snapshot time period to data currently in the system for the same time period to reconcile numbers reported to finance at the time with back-dated hires, promotions, transfers, and terminations. This subject area can be used to answer business questions such as: How many headcount were reported in the system on a specific date in time? How does that compare to what is now reported for the same date in time? How many hires, promotions, and transfers were reported in that same time period? What was the average annual base salary at a historical snapshot in time compared to the same date in time after back-dated transactions have been applied? The following job roles are used to secure access to this subject area: Line Manager Human Resources VP Human Resources Manager Human Resources Analyst The following BI duty roles are used to secure access to this subject area: Workforce Deployment Analysis Fusion BI Duty BI Product Offering Oracle Transactional Business Intelligence Enterprise for Human Capital Management Cloud Service BI Product Release Release 8 July 2014 Oracle Transactional Business Intelligence Enterprise Page 3

4 Dimensions Dimension Folder Time Hierarchies Sub-folder Snapshot Period Gregorian Calendar Supervisor Hierarchy. Position Hierarchy time dimensional attributes, e.g. Year, Quarter, Month, Day and a Time hierarchy. A folder that organizes the major hierarchies available for inclusion in analyses. The hierarchy of supervisors within the organization. Use this hierarchy for management chain reporting and analysis. Level16 is considered the top level of the hierarchy. The hierarchy of positions within the organization. Level16 is considered the top level of the hierarchy. Special Considerations When including the supervisor hierarchy in reports, the data will be secured to display only data within the current user s supervisory chain. The user will be able to see aggregated data for all managers and employees that report to them. When using the hierarchy attribute columns (labeled Supervisor Hierarchy Level #), you must filter the analysis by Hierarchy and Hierarchy Version to ensure accurate results. When using the hierarchy attribute columns (labeled Department Hierarchy Level #), you must filter the analysis by Hierarchy and Hierarchy Version to ensure accurate results. Fusion Navigation Management -> Workforce Structures -> Tasks -> Positions -> Manage Position Trees July 2014 Oracle Transactional Business Intelligence Enterprise Page 4

5 Bands Department Hierarchy Age Band Compa-ratio Band Performance Band The hierarchy of departments within the organization. Use this hierarchy for organization structure reporting and analysis. Level 14 is considered the top level of the hierarchy. Contains folders that segment key dimensions into bands for simplified analysis. information about worker's age band. Compa-ratio range bands analyze employee comparatio distribution. the normalized performance band attributes including performance bands and band ranges. When using the hierarchy attribute columns (labeled Department Hierarchy Level #), you must filter the analysis by Hierarchy and Hierarchy Version to ensure accurate results. Management -> Workforce Structures -> Tasks -> Department -> Manage Department Trees Not applicable (derived information) Not applicable (derived information) Career -> Manager Talent Profile Worker Dimensions Performance Band (Previous) Length of Service Band Period of Placement Band Basic Information the normalized performance band attributes including performance bands and band ranges for the previous performance rating. Length of Service Band dimension attributes including bands and band range. Period of Placement Band for contingent workers including bands and band range. attributes about workers' personal information, assignment, diversity, citizenship, location, position, job and pay grade. workers' basic information including identification number, names, and assignment types. Not applicable (derived information) Not applicable (derived information) Manage Person; Manage Employment; Manage Work Relationship July 2014 Oracle Transactional Business Intelligence Enterprise Page 5

6 Employment International Assignment Job Job (Previous) Pay Grade Pay Grade (Previous) Position Position (Previous) Department Department (Previous) information on workers employment attributes. the Compensation Owner for international assignments. job dimension attributes including job, job family, job function, and EEO job category for US regulatory reporting. job attributes that enables you to analyze previous job information at the time of an assignment change event. pay grade attributes including pay grade range in both local and reporting currency. pay grade attributes that enables you to analyze previous pay grade at the time of an assignment change event. information about HR position attributes including position hiring status, fulltime status, hourly or salary, and security clearance. HR position attributes that enables you to analyze previous position at the time of assignment change event. attributes for the department to which the employee is assigned. attributes for the previous department dimension that enables you to analyze the previous department at the time of an assignment event. Manage Person; Manage Employment; Manage Work Relationship July 2014 Oracle Transactional Business Intelligence Enterprise Page 6

7 Supervisor Supervisor attributes. Currency Supervisor (Previous) Location Worker Location (Previous) HR Business Unit Legal Entity Reporting Establishment A logical replica of the supervisor dimension. It provides the capability to analyze previous supervisor at the time of job assignment change. work location address attributes. work location address attributes. Previous worker is a logical replica of Worker Location dimension and enables you to analyze previous work location at the time of an assignment change event. HR Business Unit dimension attributes. Legal Entity name and identifier. Reporting Establishment attributes. Currency attributes including transactional currency code and BI common currency code used for currency conversion. ; Manage Work Relationship July 2014 Oracle Transactional Business Intelligence Enterprise Page 7

8 Facts Fact Folder Facts - Human Resources - Workforce Frozen Snapshots A master folder containing core workforce metrics including headcount, turnover and assignment change events, supervisor span of control, performance, and length of service. Special Considerations The metrics in these fact folders will apply to the snapshot period. Snapshot periodicity is a customer Sub-folder Frozen Snapshot Deployment Facts headcount, FTE, and basic compensation metrics for the snapshot period. Special Considerations Metric/Measure /Meaning Calculation where applicable Active Headcount (Frozen Headcount of full time and part time active workforce (includes contractors and temporary employees) in the snapshot period. This excludes employees on leave. Aggregation rule is last value when used with time dimension. With all other dimensions, aggregation rule is sum. Active Headcount (Frozen YAGO Employee Headcount (Frozen Contingent Worker Headcount (Frozen Active FTE (Frozen Employee FTE (Frozen Contingent Worker FTE (Frozen Manager Headcount (Frozen % Manager Headcount (Frozen Average Standard Monthly Hours (Frozen Average Standard Daily Hours (Frozen Average Age in Years Active Headcount year ago from the snapshot period. Headcount of active employees (excludes contingent and temporary employees) in the snapshot period. Aggregation rule is last value when used with time dimension. With all other dimensions, aggregation rule is sum. Headcount of active contingent workers in the snapshot period. Aggregation rule is last value when used with time dimension. With all other dimensions, aggregation rule is sum. Active Employee FTE. FTE of active contingent workers in the snapshot period. Aggregation rule is last value when used with time dimension. With all other dimensions, aggregation rule is sum. Number of managers in the snapshot period. Percentage of workers that are categorized as managers in the snapshot period. Number of hours contracted to work in a month. Number of hours contracted to work in a day. The average age in years of employees in the (Manager Headcount / Headcount) * July 2014 Oracle Transactional Business Intelligence Enterprise Page 8

9 (Frozen snapshot period. Sub-folder Frozen Snapshot Salary Facts salary facts such as compa-ratio and base salary. Special Considerations Metric/Measure /Meaning Calculation where applicable Average Compa-ratio (Frozen Average compa-ratio for employees in the snapshot period. Average Annual Base Salary ( Average annual base salary for employees in the snapshot period. Min Annual Base Salary Range (Frozen Minimum annual base salary for employees in the snapshot period. Mid Annual Base Salary Range (Frozen Average Hourly Rate (Frozen Full-time Annual Base Salary (Frozen Mid-range annual base salary for employees in the snapshot period. Average hourly rate for employees in the snapshot period. Average full-time annual base salary for employees in the snapshot period. (Min Annual Base Salary Range + Max Annual Base Salary Range) / 2 Annual Base Salary / FTE Sub-folder Frozen Snapshot Performance Facts This folder displays workforce performance rating facts that can be used to analyze organization and employee level performance for the snapshot period. Special Considerations Metric/Measure /Meaning Calculation where applicable Average Performance Rating (Frozen Average performance rating for all employees in the snapshot period. Average Performance Previous Rating (Frozen Average previous performance rating for all employees. Sub-folder Frozen Snapshot Workforce Event Facts workforce event metrics such as hires, terminations, promotions, contingent placement starts and ends, and various types of assignment changes. Special Considerations Metric/Measure /Meaning Calculation where applicable Hire Event Count (Frozen Number of hires (including re-hire) events of all workforce assignments (i.e. includes employee hires and contingent worker placement starts). Rehire Number of re-hire events within the period between this snapshot record and the last. July 2014 Oracle Transactional Business Intelligence Enterprise Page 9

10 Assignment Start Event Termination Count (Frozen Employee Termination Contingent Worker Placement End Count (Frozen Assignment End Event Transfer Count (Frozen Reorganization Count (Frozen Job Change Count (Frozen Grade Change Count (Frozen Position Change Count (Frozen Department Change Location Change Performance Rating Change Assignment Status Change Snapshot periodicity is a customer configured load parameter. Number of assignment start events within the Number of termination events (including contingent workers) within the period between this snapshot record and the last. Snapshot periodicity is a customer configured load parameter. Number of employee termination events within the period between this snapshot record and the Number of contingent worker placement end events within the period between this snapshot record and the last. Snapshot periodicity is a customer Number of assignment end events within the Number of transfer events within the period between this snapshot record and the last. Snapshot periodicity is a customer configured load parameter. Number of reorganization events within the Number of job change events within the period between this snapshot record and the last. Snapshot periodicity is a customer configured load parameter. Number of grade change events within the Number of position change events within the Number of department change events within the period between this snapshot record and the Number of location change events within the Number of performance rating change events within the period between this snapshot record and the Number of assignment status change events within the period between this snapshot record and the July 2014 Oracle Transactional Business Intelligence Enterprise Page 10

11 FTE Change Event FTE Gain Event Count (Frozen FTE Loss Event Count (Frozen Headcount Change Event Headcount Gain Event Headcount Loss Event Number of FTE change events within the period between this snapshot record and the last. Snapshot periodicity is a customer configured load parameter. Number of FTE gain events within the period between this snapshot record and the last. Snapshot periodicity is a customer configured load parameter. Number of FTE loss events within the period between this snapshot record and the last. Snapshot periodicity is a customer configured load parameter. Number of headcount change events within the Number of headcount gain events within the Number of headcount loss events within the Sub-folder Frozen Snapshot Time in Service Facts metrics on length of service. Special Considerations Metric/Measure /Meaning Calculation where applicable Length of Service in Months (Frozen Number of months (decimal) the employee has been active at the enterprise (also known as the employee's tenure measured in months). Aggregation rule is last value when used with time dimension. With all other dimensions, aggregation rule is average. Length of Service in Years (Frozen Number of years (decimal) the employee has been active at the enterprise (also known as the employee's tenure measured in years). Aggregation rule is last value when used with time dimension. With all other dimensions, aggregation rule is average. Copyright 2014, Oracle and/or its affiliates. All rights reserved. This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing. July 2014 Oracle Transactional Business Intelligence Enterprise Page 11

12 If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, the following notice is applicable: U.S. GOVERNMENT END USERS: Oracle programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, delivered to U.S. Government end users are "commercial computer software" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, use, duplication, disclosure, modification, and adaptation of the programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, shall be subject to license terms and license restrictions applicable to the programs. No other rights are granted to the U.S. Government. This software or hardware is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications that may create a risk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take all appropriate failsafe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications. Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group. This software or hardware and documentation may provide access to or information on content, products, and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third-party content, products, and services. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services. This documentation is in pre-production status and is intended for demonstration and preliminary use only. It may not be specific to the hardware on which you are using the software. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to this documentation and will not be responsible for any loss, costs, or damages incurred due to the use of this documentation. The information contained in this document is for informational sharing purposes only and should be considered in your capacity as a customer advisory board member or pursuant to your beta trial agreement only. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described in this document remains at the sole discretion of Oracle. This document in any form, software or printed matter, contains proprietary information that is the exclusive property of Oracle. Your access to and use of this confidential material is subject to the terms and conditions of your Oracle Software License and Service Agreement, which has been executed and with which you agree to comply. This document and information contained herein may not be disclosed, copied, reproduced, or distributed to anyone outside Oracle without prior written consent of Oracle. This document is not part of your license agreement nor can it be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. July 2014 Oracle Transactional Business Intelligence Enterprise Page 12