Workbooks
Workbooks are created in the workbook wizard and are based on templates. Your administrator creates customized workbooks to suit your business needs.
The Workforce Planning section of the workbook library contains allocation workbooks to cover business use cases that relate to labor planning. The allocation workbooks transfer actual FTE numbers, transfer reported hours, or convert hours from one time classification to another.
Workflows
Different allocation workbook templates use different workflow processes. Workforce Planning workbooks are connected to the standard Infor d/EPM workflow or use a Decision Package Dynamic workflow. Decision Package Dynamic workflows provide the flexibility to select the next approver directly in the workbook.
Allocation workbooks
The allocation workbooks can be based on these templates:
- Allocation Dynamic
If a workbook is based on the Allocation Dynamic template, it uses the Decision Package Dynamic workflow. The administrator specifies a group of possible approvers. After the workbook is published to workflow, the corresponding workbook is available in the Allocation Dynamic section, on the WP Decision Packages page. To access the page, select .
The planner opens the workbook, creates a new Decision Package, fills in the required data, and selects the approver for the request. The approver can then approve or reject the request or select an additional person to review and approve or reject the request.
- Allocation Top Down
If the workbook is based on the Allocation Top Down template, it uses the Decision Package Top Down workflow. The workflow configuration for Decision Package Top Down defines stages, steps, and people responsible for submitting and approving the requests. After the workbook is published to workflow, the workflow is configured for the selected Decision Package Top Down. The decision package is then shown on the Task page of the responsible people. The planner opens the decision package, fills in the request, and sends it for approval. The approver can then approve or reject the request.
FTE Summary workbooks
The FTE summary workbooks can use these templates:
- FTE Summary
If the workbook is based on the FTE Summary template, it uses the Decision Package workflow. The corresponding workflow configuration defines stages, steps, and people responsible for approving the requests. After the workbook is published to a workflow, the workflow is configured for the selected Decision Package. The planner can find the workbook in Allocation Dynamic section, on the WP Decision Packages page. To access the page, select .
After submitting the request, the responsible approver can find it on the Tasks page.
- FTE Summary Dynamic
If a workbook is based on the FTE Summary Dynamic template, it uses the Decision Package Dynamic workflow. The administrator specifies a group of possible approvers. After the workbook is published to workflow, the workbook is available in the FTE Summary Dynamic section, on the WP Decision Packages page. To access the page, select .
The planner opens the workbook, creates a new decision package, fills in the required data, and selects the approver for the request. The approver can then approve or reject the request, select an additional person to review, and approve or reject the request.
- FTE Summary Top Down
If the workbook is based on the FTE Summary Top Down template, it uses the Decision Package Top Down workflow. The workflow configuration for Decision Package Top Down defines stages, steps, and people responsible for submitting and approving the requests. After the workbook is published to workflow, the workflow can be configured for the selected Decision Package Top Down. After the workbook is configured, the responsible person or group can see the Decision Package Top Down on their Tasks page. The planner opens the Decision Package Top Down, fills in the request, and sends it for approval. The approver can then approve or reject the request.