The document provides an overview of configuring Oracle's EPBCS Workforce module, including:
- The three levels of planning granularity - employee only, job only, or employee and job
- Enabling features such as expense planning, headcount planning, and workforce management
- Setting up custom dimensions, benefits/taxes/earnings, salary grades, and other metadata
- Preparing for planning and forecasting by loading data, setting assumptions and rates, and synchronizing data
In this session you will learn how you can use EPRCS to perform a wide range of reporting—everything from narrative reporting to fully formatted reports to regulatory filings. The full range of reporting features, as well as the workflow aspects, will be covered as part of the discussion.
The Wright Move – A Continued Journey to the Oracle EPM CloudAlithya
Oracle OpenWorld 2019
At Oracle OpenWorld last year, Wright Medical shared its first foray into Oracle EPM Cloud with a successful implementation of Account Reconciliation Cloud Service (ARCS). Join us this year to learn about our continued migration to the Oracle EPM Cloud, including the recent deployments of Enterprise Planning and Budgeting Cloud Service (EPBCS) and Enterprise Data Management Cloud Service (EDMCS). We’ll discuss the migration from an on-premise Hyperion Planning deployment to a consistent Workforce Planning and Financials model that leverages the out-of-the-box (OOTB) frameworks, and we'll highlight the benefits realized with these features. We'll also outline the challenges and creative solutions to these hurdles. Additionally, learn about the deployment of EDMCS to replace EPMA and manage master data for not only EPBCS, but also our on-premise Hyperion Financial Management (HFM) application. Finally, we’ll discuss our roadmap for Oracle EPM, including the implementation of Strategic Modeling and a migration from HFM to Financial Close and Consolidation Cloud Service (FCCS). This is a "not to be missed session" for anyone considering an upgrade to Oracle EPM Cloud!
Data options with hyperion planning and essbasefinitsolutions
View(active tab)
Edit
One of the great things about Essbase and Hyperion Planning is how you can design and configure them to fit virtually any analytic reporting need your business has. Well, the same goes for data movement into and within these tools. For our upcoming webinar we will explore several creative options around moving data for Planning and Essbase. We will review Hyperion Planning's "Map to Reporting Application", EPMA's Data Synchronization, FDM, XREF, XWRITE, Partitions, native Load Rules, HFM's Extended Analytics, EAL, and a few other options for Hyperion Planning and Essbase. We will then further explore moving data between other applications and other products like HFM and various reporting solutions. During this webinar you will see several methods demonstrated including:
Planning's Map to Reporting
DATAEXPORT
Load Rules
Partitions
If you have ever thought about using a data movement feature just because it is available we will take a look into why this may not always be the best choice.
Presenter: Cindy Eichner
Simplify Complex Consolidations and Close Processes with Oracle Financial Con...Alithya
Oracle Financial Consolidation and Close Cloud Service (FCCS) mixes best practices with customization to streamline and enhance the close and consolidation process. This configurable product leverages out-of-the-box content which gives companies the framework needed to deploy an easy-to-use, yet sophisticated, close solution. It requires no infrastructure investments, offers flexible deployment options, and provides fast time-to-value.
In this presentation, we explore the full range of capabilities of this solution, including the orchestration of the close process, supplemental data collection, ease of administration, and more. Find out how FCCS can be used to address the complexities that are encountered with consolidations, such as foreign currency translation, intercompany eliminations, and ownership requirements. We touch on additional features that are improved in the cloud such as process automation, administration, and supplemental data collection. Interact and ask questions to learn more about this world-class solution for close and consolidation applications and decide if it's time for you to make the move to the Cloud!
In this session you will learn how you can use EPRCS to perform a wide range of reporting—everything from narrative reporting to fully formatted reports to regulatory filings. The full range of reporting features, as well as the workflow aspects, will be covered as part of the discussion.
The Wright Move – A Continued Journey to the Oracle EPM CloudAlithya
Oracle OpenWorld 2019
At Oracle OpenWorld last year, Wright Medical shared its first foray into Oracle EPM Cloud with a successful implementation of Account Reconciliation Cloud Service (ARCS). Join us this year to learn about our continued migration to the Oracle EPM Cloud, including the recent deployments of Enterprise Planning and Budgeting Cloud Service (EPBCS) and Enterprise Data Management Cloud Service (EDMCS). We’ll discuss the migration from an on-premise Hyperion Planning deployment to a consistent Workforce Planning and Financials model that leverages the out-of-the-box (OOTB) frameworks, and we'll highlight the benefits realized with these features. We'll also outline the challenges and creative solutions to these hurdles. Additionally, learn about the deployment of EDMCS to replace EPMA and manage master data for not only EPBCS, but also our on-premise Hyperion Financial Management (HFM) application. Finally, we’ll discuss our roadmap for Oracle EPM, including the implementation of Strategic Modeling and a migration from HFM to Financial Close and Consolidation Cloud Service (FCCS). This is a "not to be missed session" for anyone considering an upgrade to Oracle EPM Cloud!
Data options with hyperion planning and essbasefinitsolutions
View(active tab)
Edit
One of the great things about Essbase and Hyperion Planning is how you can design and configure them to fit virtually any analytic reporting need your business has. Well, the same goes for data movement into and within these tools. For our upcoming webinar we will explore several creative options around moving data for Planning and Essbase. We will review Hyperion Planning's "Map to Reporting Application", EPMA's Data Synchronization, FDM, XREF, XWRITE, Partitions, native Load Rules, HFM's Extended Analytics, EAL, and a few other options for Hyperion Planning and Essbase. We will then further explore moving data between other applications and other products like HFM and various reporting solutions. During this webinar you will see several methods demonstrated including:
Planning's Map to Reporting
DATAEXPORT
Load Rules
Partitions
If you have ever thought about using a data movement feature just because it is available we will take a look into why this may not always be the best choice.
Presenter: Cindy Eichner
Simplify Complex Consolidations and Close Processes with Oracle Financial Con...Alithya
Oracle Financial Consolidation and Close Cloud Service (FCCS) mixes best practices with customization to streamline and enhance the close and consolidation process. This configurable product leverages out-of-the-box content which gives companies the framework needed to deploy an easy-to-use, yet sophisticated, close solution. It requires no infrastructure investments, offers flexible deployment options, and provides fast time-to-value.
In this presentation, we explore the full range of capabilities of this solution, including the orchestration of the close process, supplemental data collection, ease of administration, and more. Find out how FCCS can be used to address the complexities that are encountered with consolidations, such as foreign currency translation, intercompany eliminations, and ownership requirements. We touch on additional features that are improved in the cloud such as process automation, administration, and supplemental data collection. Interact and ask questions to learn more about this world-class solution for close and consolidation applications and decide if it's time for you to make the move to the Cloud!
Enterprise Planning and Budgeting Cloud EPBCS FactsheetJade Global
Enterprise Planning and Budgeting Cloud (EPBCS) helps business owners reduce the use of spreadsheets, maximize performance and plan for the future. Planning and Budgeting Cloud Service (PBCS) and EPBCS in the cloud provide world class premium functionalities in a complete planning, budgeting and forecasting solution.
The session will address the following points:
* Introduction to security in Oracle EPM Cloud Planning
* What are the artifacts/granular level that can have security in PBC?
* What are the best practices for addressing security?
* How can you mass update security using EPM Automate, REST API, Groovy, LCM, etc.?
Case Study: Using EDMCS to Solve Master Data ChallengesAlithya
Enterprise Data Management Cloud Service (EDMCS) is a relatively new but critically important addition to the EPM Cloud product landscape. As clients have discovered the challenges surrounding effective master data management do not go away just by moving to the cloud. If anything, the EPM Cloud transition has only further emphasized the importance of robust management of enterprise master data assets. Come to this session to hear about the practical benefits achieved by an EDMCS implementation project.
This session will briefly highlight the key features and concepts of EDMCS (note, EDMCS really is not “DRM in the cloud!”). Then we will dive into a recent project involving an EDMCS implementation at a large mid-Atlantic health care insurer in support of an enterprise cost management/allocation initiative. Challenges, lessons learned, and benefits achieved will be highlighted, along with a look at the unique mix of products and technologies involved in the solution (PCMCS, Linux, and EPM Automate to name a few). We will also touch on the interesting challenges involving dimensionality, primary and alternate hierarchies, and data mappings as they relate to an EDMCS implementation for PCMCS.
Finit - Breaking Through the Cloud: An Overview of Oracle EPM Cloudfinitsolutions
A complete review to help you understand the range of EPM cloud solutions provided by Oracle
Oracle has been rapidly building up its offerings in the cloud over the past few years and Finit is excited to present a 3-part series this quarter entitled: "Breaking Through the Cloud". Included in our 3-part series will first be an overview of the Oracle EPM cloud products followed by an in-depth investigation of Financial Consolidation and Close Cloud Service (FCCS), and then wrapping up with Planning and Budgeting Cloud Service (PBCS).
Oracle now has a cloud equivalent for all of the on-premises EPM products and many of them continue to mature in terms of features and functionality. Through a hands-on approach we have gathered information on the range of solutions. Part I, an Overview of Oracle EPM cloud, will include:
An overview of Oracle's cloud platform
A survey of the EPM cloud products
How do the solutions work together
Who Should Attend
Finance and accounting leaders within your organization looking to enhance knowledge of the current EPM offerings.
System Administrators and technical support personnel eager to understand the Oracle Cloud and how it affects them.
Presenter: Geordan Drummond
Date: 02/09/2018
Overview profitability and cost management cloud servicesAlithya
The Need for Profitability & Cost Management, Oracle Profitability & Cost Management Cloud Service Overview, Oracle IT Financial Management – prebuilt content on top of PCMCS
Presented at Oracle EPM Day Montreal 1/22/19 by Mike Killeen, SVP, Alithya
Dimensionality & Dimensions of Hyperion Planningepmvirtual.com
In this tutorial we are providing the details of Oracle Hyperion Planning applications' dimensions and their details.
This guide is presented to you by epmvirtual.com
Enterprise Planning and Budgeting Cloud EPBCS FactsheetJade Global
Enterprise Planning and Budgeting Cloud (EPBCS) helps business owners reduce the use of spreadsheets, maximize performance and plan for the future. Planning and Budgeting Cloud Service (PBCS) and EPBCS in the cloud provide world class premium functionalities in a complete planning, budgeting and forecasting solution.
The session will address the following points:
* Introduction to security in Oracle EPM Cloud Planning
* What are the artifacts/granular level that can have security in PBC?
* What are the best practices for addressing security?
* How can you mass update security using EPM Automate, REST API, Groovy, LCM, etc.?
Case Study: Using EDMCS to Solve Master Data ChallengesAlithya
Enterprise Data Management Cloud Service (EDMCS) is a relatively new but critically important addition to the EPM Cloud product landscape. As clients have discovered the challenges surrounding effective master data management do not go away just by moving to the cloud. If anything, the EPM Cloud transition has only further emphasized the importance of robust management of enterprise master data assets. Come to this session to hear about the practical benefits achieved by an EDMCS implementation project.
This session will briefly highlight the key features and concepts of EDMCS (note, EDMCS really is not “DRM in the cloud!”). Then we will dive into a recent project involving an EDMCS implementation at a large mid-Atlantic health care insurer in support of an enterprise cost management/allocation initiative. Challenges, lessons learned, and benefits achieved will be highlighted, along with a look at the unique mix of products and technologies involved in the solution (PCMCS, Linux, and EPM Automate to name a few). We will also touch on the interesting challenges involving dimensionality, primary and alternate hierarchies, and data mappings as they relate to an EDMCS implementation for PCMCS.
Finit - Breaking Through the Cloud: An Overview of Oracle EPM Cloudfinitsolutions
A complete review to help you understand the range of EPM cloud solutions provided by Oracle
Oracle has been rapidly building up its offerings in the cloud over the past few years and Finit is excited to present a 3-part series this quarter entitled: "Breaking Through the Cloud". Included in our 3-part series will first be an overview of the Oracle EPM cloud products followed by an in-depth investigation of Financial Consolidation and Close Cloud Service (FCCS), and then wrapping up with Planning and Budgeting Cloud Service (PBCS).
Oracle now has a cloud equivalent for all of the on-premises EPM products and many of them continue to mature in terms of features and functionality. Through a hands-on approach we have gathered information on the range of solutions. Part I, an Overview of Oracle EPM cloud, will include:
An overview of Oracle's cloud platform
A survey of the EPM cloud products
How do the solutions work together
Who Should Attend
Finance and accounting leaders within your organization looking to enhance knowledge of the current EPM offerings.
System Administrators and technical support personnel eager to understand the Oracle Cloud and how it affects them.
Presenter: Geordan Drummond
Date: 02/09/2018
Overview profitability and cost management cloud servicesAlithya
The Need for Profitability & Cost Management, Oracle Profitability & Cost Management Cloud Service Overview, Oracle IT Financial Management – prebuilt content on top of PCMCS
Presented at Oracle EPM Day Montreal 1/22/19 by Mike Killeen, SVP, Alithya
Dimensionality & Dimensions of Hyperion Planningepmvirtual.com
In this tutorial we are providing the details of Oracle Hyperion Planning applications' dimensions and their details.
This guide is presented to you by epmvirtual.com
Payroll is the process of maintaining records of all employees’ salaries.
1) The Payroll function in Tally.ERP 9 facilitates accurate and timely
employee payments.
2) The Attendance/Production Type is used to record attendance and production
data.
3) Salary components constituting Pay Structures are called Pay Heads.
4) Gratuity is a monetary benefit paid by an employer to an employee, at
the end of the employment, for the services rendered over the period of
employment.
5) Attendance voucher is a voucher type used to record attendance, overtime,
leave or production details.
6)Payroll voucher is used to record employees’ payroll related transactions.
7)Payslip is a document, issued to an employee, that itemises each component
of his/her earnings and deductions.
8)Pay Sheet is a matrix report with details of pay heads pertaining to
employees.
9) Payroll Statement helps to generate reports for specific pay heads.
10) Attendance Sheet displays information relating to employees’ attendance
or production data.
11) Gratuity Summary Report calculates the liability of a company in terms
of gratuity.
LinesPay is a high configurable HR & payroll management system to make better strategic business policies and provide the finest control over employees and payroll management. Its inherent work-flow processing that will help organizations to move in a dynamic and intelligent way. LinesPay is fully customized and upgraded easily to meet the needs of organizations of any dimension.
How To Create a High Performance Payroll Office and be Acknowledged for Your ...Greg McManus
This presentation examines the pathway for transforming a competent pay office to a top-level performer.
The presentation will review the results of international research into the implementation of successful processes and strategies, together with published benchmarks and the KPIs that define high performance pay offices.
Payroll staff are valued for their attention to detail, their numeracy skills and their patience and persistence but another skill-set is a key ingredient needed to convince your organisation to work with you on the journey to becoming a top performer.
Webinar - Mid-Year Check In: Are you Prepared to Tackle Compensation througho...PayScale, Inc.
Whether you are just getting started in comp, or looking for a refresher on compensation practices, join Payscale compensation professional, Sam Noble on as she deep dives into compensation practices and what to be thinking about as we head into the second half of the year.
Utilizing Advanced Fusion Compensation Features EffectivelyOHUG
Fusion Compensation Management is one of the most advanced solutions available in the market today. It offers some of the most advanced features that can be used to simplify the Compensation process for both managers and administrators. These features can be implemented easily without requiring any customizations or technical help. In this presentation we will discuss how we used features such as security access, cross plan references, compensation statement, and worksheet upload capabilities etc., to design a flexible solution for implementing complex compensation plans. This presentation is intended for Compensation Administrators and Functional and Technical users who wish to gain a better insight of Fusion Compensation Management.
Compensation plans include understanding what the marketplace is offering and establishing your salary levels or pay rates for each position in your company.
Compensation planning must be done carefully and strategically to attract and retain the best talent, especially in tight, competitive labor markets and in certain industries.
4 Steps to Building a Smart Compensation StructurePayScale, Inc.
Developing a solid compensation structure will help you set the appropriate pay ranges for your jobs. If pay ranges are too narrow, you won’t be able to reward high performers. Too broad, and the pay ranges provide very little support for your compensation philosophy.
Payroll management system project report is useful for computer science students to understand basic details of project design , requirement and specifications.
Legg Mason’s Enterprise, Profit Driven Quest with Oracle EPM CloudAlithya
This presentation was given at Oracle Modern Business Experience, on 3/21/2019 by Wil Adkins, Managing Director FP&A, Legg Mason and Mike Killeen, SVP, Technology & Strategy, Alithya
Supply Chain Advisory and MMIS System Oracle ImplementationAlithya
Many healthcare systems are experiencing rising operation costs and expenses due to operational inefficiencies, making it more challenging — and expensive — to provide quality patient care and engagements.
In this workshop, learn how to establish clear opportunities to optimize your labor, processes, procedures, technology, and inventory costs and a vision to integrate and optimize your current technology investments.
Become an organization that reinvents itself to accelerate efficiencies and cost reduction strategies using digital transformation to provide integrated systems and solutions for an immediate impact.
Digital Transformation in Healthcare: Journey to Oracle Cloud for Integrated,...Alithya
Healthcare has always been a data-driven industry. Until recently, many healthcare institutions struggled with disparate data in siloed enterprise systems because an integrated Cloud solution wasn’t widely available across Enterprise Resource Planning (ERP), Human Capital Management (HCM), and Enterprise Performance Management (EPM) processes. Today more than ever, it is critical that health systems have the ability to deliver quality care at the right cost. Equally important is the ability to remain agile and adapt to events around them. Without the right foundation in place – these things are impossible. That is why digital transformation is the future of healthcare.
Healthcare has always been a data-driven industry. Until recently, many healthcare institutions struggled with disparate data in siloed enterprise systems because an integrated Cloud solution wasn’t widely available across Enterprise Resource Planning (ERP), Human Capital Management (HCM), and Enterprise Performance Management (EPM) processes. Today more than ever, it is critical that health systems have the ability to deliver quality care at the right cost. Equally important is the ability to remain agile and adapt to events around them. Without the right foundation in place – these things are impossible. That is why digital transformation is the future of healthcare.
In this session, attendees learn:
• Establishing the foundation in the chart of accounts. Visualize how the right COA design can provide actionable analytics.
• Gain an understanding of how financials can directly connect with an EPM-focused solution like Planning to reduce manual processes and increase the efficiency of financial operations teams, therefore, assisting in bringing about real cost transparency to your organization.
• Finally, see how a Human Capital Management (HCM) and Payroll solution integrates seamlessly with the Planning process to provide better visibility into and reporting capabilities on the organization’s employees.
Join us as we embark on the Oracle Cloud digital transformation journey in pursuit of improving healthcare outcomes and bending the cost curve.
nter-pod Revolutions: Connected Enterprise Solution in Oracle EPM Cloud Alithya
The session will discuss a library of solutions implemented at clients for transferring between applications in separate pods. Each configuration has its own merits and use case. The four main categories that will be discussed are -
1. Trickle Feed - uses a combination of inter-pod REST API connection, data management load rule, groovy scripting and scheduled EPM Automate job on a jump server to pick-up the files from source and push to target.
2. Focused On-save Push - pushes an intersection from source to target using inter-pod REST API connection, data management load rule and groovy scripting.
3. Scheduled Push- uses a combination of windows or Linux job, inter-pod REST API connection, groovy scripting, data management load rule and EPM Automate commands to extract and push data en masse from source to target.
4. Json Extract and Load - uses a combination of groovy scripting and inter-pod REST API connection to extract and push an intersection on-save.
The audience will walk-away with learnings and understanding of inter-pod configurations, mainly for EPM Cloud planning applications. Snippets of code will form the "gold dust" takeaway from the session.
Oracle Cloud Time and Labor: Default Payroll Rate, Override Rate and Flat Dol...Alithya
Presentation was given at ODTUG & OHUG HCM Week. Recorded on 11/6/2020 given by Karen N. Settembrino.
Review the configuration required to support showing the default rate on the Responsive UI and the Classic UI time card along with configuring the manager’s ability to override the rate when necessary. In addition, show the setup necessary to support flat dollar amount entries on the time card to pass to payroll.
AUSOUG I Am Paying for my Cloud License. What's Next?Alithya
Recorded on November 11th and presented by Alecsandra Mlynarzek at the AUSOUG Virtual Connect 2020
https://register.gotowebinar.com/recording/5672708553054083335
Oracle launched in 2019 the Enterprise Licensing model, a bundle that includes by default Profitability and Cost Management. We often pay for services/subscriptions that we never really use, but not because of their lack of usefulness, but rather a lack of knowledge on our part.
This presentation kicks off with an overview of the different types of business problems that can be solved by Profitability and Cost Management, based on real-life implementations, followed by a short demo of how to quickly get up to speed with Profitability and Cost Management and where to start using this service that now comes included with your subscription.
This presentation is ideal for both customers and implementation partners who have not yet embarked on the journey of discovering how dynamic Profitability and Cost Management really is.
A Journey to Profitability with Oracle PCMCSAlithya
A presentation that highlights the easy and effective journey to profitability using the Oracle Profitability and Cost Management solution implemented by Alithya.
Presentation originally delivered by Evan Leffler, Lead Consultant, to a live audience at HUGmn Tech Day in Chaska, MN, 3/14/18.
So, you can write basic calculations or maybe even intermediate. Nearly every Essbase and Planning applications requires calculations. The better you are at calculations, the more business value your applications deliver. But what makes the difference between good enough and great? What makes your code more reliable, faster, and easier to understand and debug? What techniques can you use to think through challenges and come up with solutions? This session offers some time-tested approaches to writing better calc scripts. Topics include:
Getting the requirements straight, thoroughly but without wasting time
Taking advantage of dimensionality and block structure
Variables and parameterization
One script or two?
What needs to be commented?
Alternative approaches to some common challenges
This session is intended for Essbase BSO developers who want to think about what “better code” means and how to write it. It requires at least some knowledge of Essbase BSO calculations.
Hosted by Ron Moore at the ODTUG Learn from Home Series
Interstellar - The Thomas Jefferson Enterprise EPM Cloud JourneyAlithya
It’s a story of an interstellar journey where Thomas Jefferson (TJ) unravels the capabilities of Oracle EPM Cloud to benefit their cloud digital transformation across its academic and clinical pillars. TJ has six entities which were on separate platforms ranging from on-premises Oracle EPM systems to elaborate MS Excel models. This made it difficult to execute enterprise-wide planning and performance reporting standards. Planning scenarios for what-ifs, enterprise initiatives, and allocations were not swift nor robust across all businesses. Oracle EPM Cloud has provided a uniform platform with entity, business unit, and department level scalable capabilities, resulting in a robust and repeatable Enterprise Planning and Reporting process.
Hosted by Vatsal Gaonkar, Alithya Ranzal and Michael Cain, Thomas Jefferson at the ODTUG Learn from Home Series
Think Outside the Close: Profitability & Costing Reconciliations in EPM Cloud...Alithya
Let me tell you a story. The characters? Spreadsheets, shared drives, emails, and auditors. The conflict? A process in shambles—siloed data in disagreement. The conclusion? The implementation of EPM Cloud Account Reconciliation to save the day!
But here’s the secret: this isn’t just a Financial Close narrative. It’s a common tale across all domains—but can we give them the same fairytale ending? Using Profitability & Costing as a launching pad, explore what it looks like to move other financial processes towards being trustworthy and compliant, not just actuals data. Join us as we look at how EPM Cloud Account Reconciliation can move “outside the close.”
Hosted by Nick Boronski, Alithya and Andrew Laferla, Alithya at the ODTUG Learn from Home Series
Taking Off to Flying Solo: Tracing Wright Medical’s Flight Plan into the CloudAlithya
After the first successful cloud project, many clients are tempted to sit back and relax. But for Wright Medical, “go-live” was just the beginning. In 2018, Wright took the first step with their Account Reconciliation implementation for the US business units. The following year they elevated their Planning and Master Data Management business processes to the cloud. Their journey culminated in a partnerless global rollout of Account Reconciliation—now that’s “flying solo”! Join us as we trace the plan that led to Wright’s successful takeoff into the cloud. We will discuss how they capitalized on the initial implementation investment with Alithya, launched best practices on an international scale, and continued their cloud evolution.
Hosted by Nick Boronski; Alithya and Kim Province; Wright Medical at ODTUG Learn from Home Series
Recipes for the Oracle Cloud: Cooking with OneCloud in Your EPM KitchenAlithya
Ever get frustrated with EPM Automate? Curious about why all the good solutions to your EPM Cloud project have a bunch of shell scripts and command-line functions? Well, during the next few minutes we will cover a few case studies and solutions to those questions and more. We will cover how the product OneCloud fills in the gap and truly offers a total "cloud-based solution" for your EPM Cloud purchase.
OneCloud was built with a non-technical foundation in mind and was built around a graphic interface. It puts control of the EPM Cloud back into the hands of finance. Not only does OneCloud work with Oracle EPM products, it works with a bunch of other "sources/targets" as well.
I will also be comparing the time/cost of using EPM Automate and shell scripts versus OneCloud. Time is valuable and being able to quickly and easily perform daily functions is important. Sit back, relax, and let's dive into how this tool has helped others and start to think about how it could help you.
Hosted by Wayne Paffhausen at the ODTUG Learn from Home Series
Lights-Out EPM Cloud Automation at Thomas Jefferson Using REST APIAlithya
The session will showcase how Thomas Jefferson automates the load of its PeopleSoft GL data eight times a day via a process across six business entities. The process is "lights-out" automation and runs based on the availability of file(s). The process automation uses EPM Automate, Data Management REST API, and custom PowerShell utilities that provide automation which starts with availability of file(s) and culminates in sending email communication to the business user with exceptions handling.
Hosted by Vatsal Gaonkar at the ODTUG Learn from Home Series
Dev Dives: Train smarter, not harder – active learning and UiPath LLMs for do...UiPathCommunity
💥 Speed, accuracy, and scaling – discover the superpowers of GenAI in action with UiPath Document Understanding and Communications Mining™:
See how to accelerate model training and optimize model performance with active learning
Learn about the latest enhancements to out-of-the-box document processing – with little to no training required
Get an exclusive demo of the new family of UiPath LLMs – GenAI models specialized for processing different types of documents and messages
This is a hands-on session specifically designed for automation developers and AI enthusiasts seeking to enhance their knowledge in leveraging the latest intelligent document processing capabilities offered by UiPath.
Speakers:
👨🏫 Andras Palfi, Senior Product Manager, UiPath
👩🏫 Lenka Dulovicova, Product Program Manager, UiPath
LF Energy Webinar: Electrical Grid Modelling and Simulation Through PowSyBl -...DanBrown980551
Do you want to learn how to model and simulate an electrical network from scratch in under an hour?
Then welcome to this PowSyBl workshop, hosted by Rte, the French Transmission System Operator (TSO)!
During the webinar, you will discover the PowSyBl ecosystem as well as handle and study an electrical network through an interactive Python notebook.
PowSyBl is an open source project hosted by LF Energy, which offers a comprehensive set of features for electrical grid modelling and simulation. Among other advanced features, PowSyBl provides:
- A fully editable and extendable library for grid component modelling;
- Visualization tools to display your network;
- Grid simulation tools, such as power flows, security analyses (with or without remedial actions) and sensitivity analyses;
The framework is mostly written in Java, with a Python binding so that Python developers can access PowSyBl functionalities as well.
What you will learn during the webinar:
- For beginners: discover PowSyBl's functionalities through a quick general presentation and the notebook, without needing any expert coding skills;
- For advanced developers: master the skills to efficiently apply PowSyBl functionalities to your real-world scenarios.
Search and Society: Reimagining Information Access for Radical FuturesBhaskar Mitra
The field of Information retrieval (IR) is currently undergoing a transformative shift, at least partly due to the emerging applications of generative AI to information access. In this talk, we will deliberate on the sociotechnical implications of generative AI for information access. We will argue that there is both a critical necessity and an exciting opportunity for the IR community to re-center our research agendas on societal needs while dismantling the artificial separation between the work on fairness, accountability, transparency, and ethics in IR and the rest of IR research. Instead of adopting a reactionary strategy of trying to mitigate potential social harms from emerging technologies, the community should aim to proactively set the research agenda for the kinds of systems we should build inspired by diverse explicitly stated sociotechnical imaginaries. The sociotechnical imaginaries that underpin the design and development of information access technologies needs to be explicitly articulated, and we need to develop theories of change in context of these diverse perspectives. Our guiding future imaginaries must be informed by other academic fields, such as democratic theory and critical theory, and should be co-developed with social science scholars, legal scholars, civil rights and social justice activists, and artists, among others.
Accelerate your Kubernetes clusters with Varnish CachingThijs Feryn
A presentation about the usage and availability of Varnish on Kubernetes. This talk explores the capabilities of Varnish caching and shows how to use the Varnish Helm chart to deploy it to Kubernetes.
This presentation was delivered at K8SUG Singapore. See https://feryn.eu/presentations/accelerate-your-kubernetes-clusters-with-varnish-caching-k8sug-singapore-28-2024 for more details.
Builder.ai Founder Sachin Dev Duggal's Strategic Approach to Create an Innova...Ramesh Iyer
In today's fast-changing business world, Companies that adapt and embrace new ideas often need help to keep up with the competition. However, fostering a culture of innovation takes much work. It takes vision, leadership and willingness to take risks in the right proportion. Sachin Dev Duggal, co-founder of Builder.ai, has perfected the art of this balance, creating a company culture where creativity and growth are nurtured at each stage.
Connector Corner: Automate dynamic content and events by pushing a buttonDianaGray10
Here is something new! In our next Connector Corner webinar, we will demonstrate how you can use a single workflow to:
Create a campaign using Mailchimp with merge tags/fields
Send an interactive Slack channel message (using buttons)
Have the message received by managers and peers along with a test email for review
But there’s more:
In a second workflow supporting the same use case, you’ll see:
Your campaign sent to target colleagues for approval
If the “Approve” button is clicked, a Jira/Zendesk ticket is created for the marketing design team
But—if the “Reject” button is pushed, colleagues will be alerted via Slack message
Join us to learn more about this new, human-in-the-loop capability, brought to you by Integration Service connectors.
And...
Speakers:
Akshay Agnihotri, Product Manager
Charlie Greenberg, Host
The Art of the Pitch: WordPress Relationships and SalesLaura Byrne
Clients don’t know what they don’t know. What web solutions are right for them? How does WordPress come into the picture? How do you make sure you understand scope and timeline? What do you do if sometime changes?
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https://alandix.com/academic/papers/synergy2024-epistemic/
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3. BUSINESS PROCESS CONFIGURATION
WEBCAST SERIES
Module Presenter Date
Financials Ron Moore Aug 18
Strategic Modeling Andrew Starks Sep 24
Capital David Pabst Oct 20
Workforce Kimberly Forest Nov 19
Projects Jesse Martin January
To Register:
https://www.odtug.com/online-education
4. INTRODUCTION
Kim Forest
> Senior Consultant at Alithya
> Over 18 years Oracle product experience
> Certified Public Accountant in CA
> Implementing Workforce since 2017
> 4 back-to-back Workforce implementations in the last year
Kimberly.Forest@Alithya.com
5. ALITHYA OVERVIEW – EPM & ANALYTICS
5
Comprehensive Business Solutions
Our solutions drive improved business performance
through better decision making, strong customer
engagement, and optimized operations
Deep Partnership Drives Customer Value Adaptable Deployment Models
Diverse Client Portfolio & Industry Expertise
RetailEnergy/
Utilities
Team Highlights
Multiple Oracle
ACEs
Seasoned
delivery team
with avg 8 years
serving clients
Experienced
management team
with avg 15 years in
the company
Certified Cloud
Resources
Enterprise Performance
Management (EPM)
Analytics
Financial Services
Technology CPG and
Manufacturing
Healthcare
Outstanding
Achievement
in Big Data
100 Most Promising
Big Data Solutions
Providers
1,000+ Clients 2,000+ Projects20+ Years
Advisory
Services
Implementation
Services
Technical
Services
Hosting &
Support
Training
Services
Intellectual
Property
6. AGENDA
> What’s in
> Enabling Workforce Features
> Planning and Forecast Preparation
> Quick look at Earning/Benefit/Tax wizard
> Post Configuration Tasks
> What’s out
> Customization beyond standard configuration options
> Details of calculations
> Cross module integration
7. PLAN TYPES
> Workforce includes three plan types (cubes)
> OEP_WFSC: Sub-cube which holds all the ratesdefaults for Addtl
EarningsBenefitsTaxes by entity (no employee detail and no custom
dimensions)
> OEP_WFP: Main cube where all the planning is completed at the detailed
employee and/or job level
> OEP_REP: ASO Reporting cube for Workforce. Custom dimensions are
not included. Depending on enabled features, converts smart list to
dimension for Skill Set or Demographic members
10. ENABLING WORKFORCE: GRANULARITY
> Employee Only
> Plan by Individual Employee
> Pay Type and Employee Type used to assign EarningBenefitTax defaults
> Does not allow for integration with Projects module
> Job Only
> Job/Position-based Planning
> Pay Type and Skill Set used to assign EarningBenefitTax defaults
> Does not allow for Merit based planning, New hires or Employee
Demographics
> Employee and Job
> Plan by Individual Employee and their Job
> Job and Union Code used to assign EarningBenefitTax defaults
10
11. QUESTIONS ABOUT GRANULARITY
> When deciding on Granularity, you must ask questions
> What data can my HR system provide to load into Workforce?
> What does my reporting need to look like for Workforce?
> How are additional earnings/benefit/taxes applied?
> Do we need named employees with specific salaries or can we
plan for high level jobs with average salaries?
> Do we need to integrate with the Project module?
11
12. ENABLING WORKFORCE: EXPENSE PLANNING
> Compensation Expenses (Salary) automatically
selected once Expense Planning is selected
> Additional Earnings – Overtime, Bonus, etc.
> Benefits – Fringe, Medical, 401k, etc.
> Taxes – US FICA, SUI, Non-US tax %, etc.
> Non Compensation Expenses – i.e. Training exp.
> Merit only if Employee or EmployeeJob
13. ENABLING WORKFORCE: HEADCOUNT PLANNING
> Headcount will still be calculated if this option
is not selected. OOTB headcount is by
employee type – Regular, Contractor, Temp
> Employee Demographics allows users to
report Headcount by Gender, Age Band,
Highest Education in the Reporting cube, with
the ability to add addtl ones, such as veteran
status
> Strategic Workforce Planning is now a
component of Oracle’s Human Capital
Management (HCM) applications, which can
be purchased separately
14. ENABLING WORKFORCE: WORKFORCE MANAGEMENT
> New Hires includes 100 “Hiring Requisitions”
> Terminations allows you to plan for
“departures” or “resignations”
> Transfers can be done in one step or two
steps, based on user security
15. What are the 3 levels of Granularity?
A.Job, Employee or Position
B.Employee, Position or Job and Position
C.Employee, Job or Employee and Job
15
Poll Question #1
16. CUSTOM DIMENSIONS AND MAPPING
> Last section of the enablement is Map/Rename Dimensions
17. CUSTOM DIMENSIONS AND MAPPING
> You must create, map or rename custom dimensions the first
time you enable Workforce
> If you plan on using Project module now or in the future, then add
as one of the Custom dimensions as “Project”
> For Custom dimensions, you can select an existing dimension that is
already being used in the application. For example, “Department”
may be used in the Financials module and can also be used in
Workforce
> Cannot have more than 3 Custom dimensions
> Custom dimensions cannot be added to the OEP_WFSC or OEP_REP
plan types
18. CUSTOM DIMENSIONS AND MAPPING EXAMPLES
Employee only with
Headcount Demographics
selected
Employee and Job w/o
Headcount Demographics
selected, Custom Dim 1 and
Rename Union Code
Job only w/o Headcount
Demographics selected
21. CONFIGURING WORKFORCE: METADATA
>
>
>
Metadata for all dimensions can be updated using normal methods for any
application, such as Dimension editor, Smart View or importing a csv file, etc.
In Configure, you can also add certain metadata by clicking on the name, then
“Actions”
22. CONFIGURING WORKFORCE: METADATA
> Component dimension is in OEP_WFSC
> Can add many BenefitsEarningsTaxes
but keep in mind that each employeejob
can only have 10 each
> Salary Grades are also added in
Component (Grade 1, Grade 2, etc.) but
are not required if you are loading
employee specific salary
23. CONFIGURING WORKFORCE: METADATA
>
>
>
Options and Tiers are in the Account dimension in OEP_WFSC
Allows same benefittax to be used with multiple options or tiers
Tiers come OOTB with 3 Tiers, Options have to be added or use “OWP_No Option”
Merit has 2 rates, but more can be added
25. SET UP USER VARIABLES
> User variables must be set up prior to using EarningBenefitTax
wizard
> Forms use Dynamic user variables – Entity, Currency Scenario, Version
25
26. Which items are mandatory for Workforce Configuration?
A.Entity Dimension set up
B.Set up Benefit, Earnings and Taxes
C.Planning and Forecast Preparation
D. All of the above
26
Poll Question #2
27. SALARY GRADES
> For Job only, salary grades need to be set up with Basis and Rates
> Can be used for employees too, for new hires, but not required
27
36. BENEFITS, TAXES AND ADDITIONAL EARNINGS
DEFAULTS
> After the EarningsBenefitsTaxes are set up in the Wizard, defaults
need to be assigned by Entity
36
Job only: Pay type and Skill set
Employee only: Employee type and Pay type
JobEmployee: Job and Union Code
These dimensions can be re-purposed during enablement to meet business needs
37. BENEFITS, TAXES AND ADDITIONAL EARNINGS
DEFAULTS
37
Example of Union Code re-
purposed for tax location and
part time, full time
38. BENEFITS, TAXES AND ADDITIONAL EARNINGS
DEFAULTS
38
Examples of different earnings applied to
Jobs and Union Code (re-purposed for tax
location and part time, full time)
40. WORKFORCE EXPENSES
> 10 each for Earnings, Benefits
and Taxes in OEP_WFP
> Defaults determine which
Earnings, Benefits and Taxes
are calculated for
employees/jobs
> Earnings 1 for one employee
could be different than
another employee
> Name of the Earnings,
Benefits and Taxes is in “No
Property”, while expense is in
“OWP_Expense Amount”
42. WORKFORCE ASSUMPTIONS
> Out of the Box Workforce Assumptions must be filled in
> Uses “Company Assumptions” for all entities, unless specifically
changed
> Partial Payment factor applies to maternity leave
42
43. FX RATES
> One exchange rate form for entire application
> On save, rates are pushed to all cubes
> Each cube has own currency translation rule
43
44. MERIT RATES
> Merit rates must be entered in by entity
> One rate per year
> Merit month must be loaded in by employee
> Rates can be copied to all entities or specific entities
using rule on form
44
45. How many Workforce expense accounts are set
up for Additional Earnings, Benefits and Taxes?
A.5 each
B.10 each
C.Unlimited
45
Poll Question #3
46. FORECAST PREPARATION
> Load HR data into Workforce
> Run Process Data and Synchronization rule to populate future months
and calculate Earnings, Benefits and Taxes for all EmployeesJobs
> Review
46
47. NAVIGATION FLOWS
> Based on Enablement, users will see the various cards for
Compensation Planning, Other Expenses, Demographics and Analysis
47
48. FORMS BY FOLDER
Form folders are the same, no matter the granularity, but the forms
within vary:
50. FORMS BY FOLDER
*If Additional earnings, benefits or taxes had not been selected then forms would not be showing.
If Job only, or merit not selected, then Merit Rate form would not show
51. FORMS BY FOLDER
*If Non Compensation had not been
selected then forms would not be
showing
*If Job only, then New Hire and Employee
forms would not be showing
58. SUMMARY
> Set up Application
> Enable Workforce
> Configure Workforce
> Add Metadata
> Refresh database
> Planning and Forecast Preparation
> Set up Variables (Admin) & User variables
> Benefits and Tax Wizard
> If custom type benefitsearnings, then update member formula in "OWP_Custom Expense" Property (refresh)
> Set up Workforce Assumptions
> Set up Global Assumptions - FX Rates (if use Currency)
> Set up Merit Rates (if enabled)
> Load employee data
> Process and Sync
> Review
58
Before we get into enabling Workforce, want to explain the 3 Workforce Plan Types, as they will be referred to throughout the enablement\configuration process. This is Unique from other modules, like Capital and Project, that have only 1 BSO cube. Workforce has 2 BSO cubes and 1 ASO cube out of the box.
You can create your own ASO cube to include custom dimensions and smart list to dimensions, as needed. Or choose not to use it and aggregate the BSO planning cube or enable hybrid but there is a lot to consider in doing that.
Now we have 4 features to enable, with options. Granularity, Expense Planning, Headcount Planning and Workforce management.
Granularity is required, but some of the others are optional. We will look at these in more detail on the next few slides
Note that Once you enable, cannot undo, however, you can wait and enable one of the features at a later time
First item you have to decide is granularity
Big decision as this drives dimensions, forms, reporting
We’ll discuss more of the implications for each of these throughout the rest of the slides but wanted to mention a few key points up front
Expense Planning should always be checked to plan for Workforce expenses
Non Comp is strictly input, by employee or job, no calculations ootb – company may want to keep at high level in Finance cube and not by employee
Merit is global rate by entity, pick month to start
Optional
New hires for Employee or Emp/Job only granularity
Something to think about for granularity – do you want new hire to be able to be assigned to job dimension
If user has access to target entity/dept then one step, otherwise two step – goes to unspecified entity
In last month’s update transfer rules now include custom dimensions
C is Answer
-Not all dimensions will be showing, but only 3 Custom dims and the ones allowed to rename, next slide has some examples
-Ok to use “No Project” for everything until ready to integrate with Projects
-Hopefully in the future, Oracle will make this enhancement
-Examples for each type of granularity
-Not all dimensions will be showing, but only 3 Custom dims and the ones allowed to rename
-These dims are in the different cubes
-After choosing, click on Enable and cubes are created, along with forms, rules, etc.
Now that enablement is done, time to Configure
Note that the Type is labeled as Optional or Mandatory
Will look at the Mandatory configuration processes in next slides
Need to set up all dimensions – entity, employee, job
Based on granularity – pay type, employee type, skill set, union code
-Prior to setting up the benefit/earning/tax wizard, have to set up the members in component dimension
Select Actual period and year,
How many years
Monthly, Quarterly, Yearly
Drives the variables used in forms and rules
Use Forecast then copy to Plan, Final
If don’t set this up, will get error trying to open forms to let you know to set up user variables
D is Answer
Filter for Scenario, Version, Benefit, Taxes, Earnings
Will see list of benefits previously added to Component dimension
All in OEP_WFSC cube
Rates, Simple, Custom
If other than months, then payment frequency – first period, last period, one time
One time asks which month
Uses User variables on form, no custom dimensions
Can have different rates by entity
Amount per month
Review
Rates, Simple, Custom
Threshold – YTD
Calendar year for US tax, if fiscal year is not Jan-Dec
Custom Component type
Fill in the details, but it does not matter since it will be calculated based on custom formula
Use custom if is not any of the value types or want to load rates by employee or a custom dimension
Member formula in OEP_WFP cube for OWP_Custom Expense property
The OWP_Expense Amount property also has a member formula that looks to Custom first, if not, then use data from Wizard
OEP_WFSC – no custom dims, no employee detail, no job detail if job only
Important to know up front how the earnings\benefits\taxes will be assigned to employee\job to be able to repurpose and set up the dimensions needed for Defaults
By Entity and Currency
This client had multiple employees in different states, countries, in same entity. Needed to decipher which tax the employee needed, job didn’t matter
Employee was loaded from HR system with the Union Code of “XX_XX”
For taxes, just pick one of the tiers, doesn’t matter
First 4 were custom types – loaded rates and inputs
Overtime was by Specific Job
Sync rules
Member formulas on compensation accounts
Doesn’t have to be by individual entity
Form sits outside of modules
If you had selected Merit in enablement
B is Answer
After enablement and configuration done
At a minimum Compensation Planning and Analysis(Rptg)
Forms used in Benefit and Tax wizard and defaults
Uses forms in the Dashboard – Compensation folder
Uses forms in the Dashboard – Compensation folder
Another dashboard has by Expenses