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Table of Contents
About Business Challenge .................................................................................................................... 3
Requirement#1.1 Basic Salary is a Flat amount and mapped with Job Grade .............................. 3
Requirement#1.2 Additional Earning Flat Amount ......................................................................... 3
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About Business Challenge
One of the recent projects we delivered of workforce planning, we encountered very
interesting scenario. HR team needed to calculate Salary, Additional Earning, and Benefits based
on various factors.
Requirement#1.1 Basic Salary is a Flat amount and mapped with Job Grade
Employee Details
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Carla E0002 Chief Development Officer JG2 USA
Chief Human Capital &Administrative
Paul E0003 JG2 USA
Services
Robert E0004 Senior Manager Education Finance JG3 USA
William E0005 Senior Manager Credit Administration JG3 USA
Paul E0006 Disbursement Manager JG4 USA
Sara E0007 Resource Mobilization Manager JG4 USA
Patrick E0008 Monitoring & Evaluation Manager JG4 USA
Peter E0009 Investment Analyst - Livestock JG5 USA
Stacy E0010 Head Recoveries (Education Finance) JG5 USA
Laura E0011 IT Systems Auditor JG5 USA
Paul E0012 Disbursement Officer JG6 USA
Bob E0013 Records Officer JG6 USA
Jennifer E0014 Recovery & Workout Officer JG6 USA
Michelle E0015 Administration Officer JG6 USA
Nicole E0016 Administrative Assistant JG7 USA
Ann E0017 Administrative Assistant JG7 USA
Amanda E0018 Cashier JG7 USA
Amy E0019 Accounts Assistants (Cost & Budget) JG7 USA
Anna E0020 Recovery & Workout Analyst JG7 USA
Accounts Assistants (Management
Anthony E0021 JG7 USA
Accounting)
Dennis E0022 Registry Assistants JG8 USA
Claudine E0023 Marketing & Communications Assistant JG8 USA
Sandrine E0024 Administrative Assistant JG8 USA
Irene E0025 Administrative Assistant JG8 USA
Winnie E0026 Front Office JG8 USA
Paulin E0027 Transport Assistants (Drivers) JG9 USA
Jean E0028 Transport Assistants (Drivers) JG9 USA
Richard E0029 Transport Assistants (Drivers) JG9 USA
Jean Damascene E0030 Maintenance Assistant JG9 USA
Fred E0031 Transport Assistants (Drivers) JG9 USA
Edouard E0032 Transport Assistants (Drivers) JG9 USA
Solution
Login to EPBCS with the provided URL. If already an application is available you need to
go to Homepage>Application>Overview and from Actions select Remove Application.
Alternatively you can skip this exercise if you have already created the EPBCS application
and you want to just enable Workforce in existing application, but for the purpose of this
exercise let’s create a fresh application, as some of the metadata /data files would pick
this application name
In the application creation wizard provide the app name (We used WrkFrc) and a
description. Then, click ‘next’.
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Creating Application
Click “Next” and change the Start Year to 2016 and the End Year to 2024, leaving all
other default selections, as follows:
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Click “Next”
Review your selections and click “Create” (this should take approximately 2-3 minutes)
Click “OK”
Select the “Application” cluster card from the “HomePage”. From the available cards,
click on the “Configure” card
Configure Application
From the “Configure” drop-down selector, select “Workforce”, once “Workforce” is
showing in the Configure screen, click the “Enable Features” button at the bottom of the
screen
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Select the following Features (see screen-shots below)
a. Granularity: Job and Employee
f. Click “Enable”
g. You will be prompted with a Warning Message “Enable features will continue. Please
Confirm”. Click on the “OK” button to continue. (Enablement takes approximately 3
minutes)
h. After the process is completed, you will receive a Message “The Workforce
functionality that you selected was successfully enabled. To see the enabled features, log
off and then log on again”. Click “OK” and proceed to Log-off and Log-on again.
After Re-Log-On, as per the steps in your earlier exercise, from the “Home-Page”, select
Application> Configure, and change the drop-down selector to Workforce (same steps
as shown in the previous exercise)
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Import Metadata
Select “Employee”
Refresh database
On successful import refresh database.
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Refresh Database continues.
Select “Entity”, browse metadata file, validate and import and on successful import
refresh database.
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Import Job
Select “Component”, browse metadata file, validate and import and on successful import
refresh database.
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Now under configure go to option and tiers and add option accounts as shown in the
screenshot.
Return to the “Configure” tab within Console, select Workforce from the drop-down selector,
and click “Planning and Forecast Preparation”
Change the “Plan Start Year” to “Current Fiscal Year” and then change it back to “Next Fiscal
Year”.
Click “Save”
Click “OK” on the Validation Warning
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Click “Close”
Select “User Variables” card from the “Tools” cluster in the “Home-Page”
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Create Benefits, Tax, and Additional earning Defaults
To exclude transport allowance in calculation of benefits select “Do not add to gross pay”
under earning type. It will result in exclusion of transport allowance in calculating benefits
as per case involved.
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Additional Earning FY19
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Similarly add accommodation assumption.
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Now, to add benefits assumption, go to benefits and taxes and select benefits under POV to add
assumption for benefits.
If the benefits is included in calculating tax amount enable value type as percentage of overall
earnings.
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Similarly add medical contribution under benefits. As per case medical benefits calculation
is to be done on gross salary only, therefore select value type as percentage of salary. It
will result into calculation of medical benefits utilizing only basic salary.
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In the next step define salary basis and rates for salary grade.
Under configure select salary grades and provide with assumption as per user case.
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Salary Default
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Add salary default, additional earning, benefits and taxes to map the same to job and union
code.
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Additional Earning Default
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Benefit Defaults
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Taxes Default
Calculate Compensation
Now under same window go to “Manage Employee” and synchronize component definition and
defaults.
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Calculation Summary
To View calculated compensation summary select employee details and select job and
employee.
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Validation Sheet
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