Infor Workforce Management Budget Creation and Management Guide

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About this guide
Related documents
Overview
Business Processes
Financial Planning Process
The Budgeting Process
The Periodic Planning Process
The Solicitation Process
Releasing a Forecast for Approval
Initiating the Solicitation Process
Business Processes and the Application
The Budgeting Process and the Application
The Periodic Planning Process and the Application
The Budget Management Module
Top-Down Forecasts
The solicitation process
The Budget Creation Module
Differences Between the Budgeting Modules
Getting Started
Types
States
Views
Versions
Versions for Budgets
Versions for Forecasts
Viewing Versions
Workload
Setup Section
Overview of the Setup Process
Steps for the Setup Process
System Requirements
Tablespace Sizing Considerations
Setting Up Other Modules
General Application Setup
Defining the Global Labor Budgeting Date Format
Setting Up Security
Setting Up the Budget Manager Role
Temporary and Multiple Budget Managers
Synchronizing Teams
General Setup for the Budget Creation Module
Assigning Employees to Home Teams
Setting Up Jobs
Setting Up Skills
Setting Up Time Codes
Setting Up Hour Types
Setting Up LFSO
LFSO Dependencies
Labor Budgeting Time Periods and LFSO Fiscal Year
LFSO Locations
Loading, aggregating, and copying actuals
Using plan payroll dollars as a scheduling constraint in LFSO
Setting Up Volume Types in LFSO
Mapping Volume Type properties
Specifying the Day to which Actuals Belong
Setting Up LFSO for the Budget Creation Module
Setting Up Activities
Setting Up Staffing Requirements
Setting Up Drivers in LFSO
Setting Up an Interval for Capturing Actuals
Setting Up a Mandatory Event
Scheduling mandatory events
Setting Up the Async Task in Job Scheduler
Setting Up Archiving and Purging Policies
Modifying policy parameters
Initial Labor Budgeting Setup Tasks
Location and Labor Budgeting Location Types
Labor Budgeting Location Types
Setting Permissions Based On Location Type
Modifying Labor Budgeting Location Types
Viewing editing and deleting location types
Renaming a Labor Budgeting Location Type
Setting Up Location Types for the Solicitation Process
Displaying location types for exclusion
Excluding locations from solicitation process
Excluding Locations from Labor Budgeting
Excluding LFSO Internal Location Types
Excluding LFSO Types
Not Specifying a Labor Budgeting Location Type
Setting Up Labor Budgeting Locations
Maximum Number of Locations in a Manually Generated Plan
Driver Setup
Specifying Primary Departments
Setting Up Driver Distributions
LFSO Driver Distributions
Overriding Driver Distributions
Time Periods
Setting Up Time Periods
Viewing and Editing Time Periods
Validating Time Periods
Setting Up Notifications and Alerts
Automatic Notifications
Scheduled Due-Date Alerts
Setup Overview
Assigning Due-Date Attributes
Scheduling Due-Date Alerts
Scheduling due-date alerts
Notification and Alert Message Content
Variables
Default Notification Messages
Default Alert Messages
Customizing Notification and Alert Messages
Configuring Notifications and Alerts with Registry Parameters
Setting Up the Worksheet
Setting Up Precision on the Worksheet
Real Time and Phased Views
Differences Between the Views
Setting Up Layouts
Creating a New Layout
Copying an Existing Layout
Database Columns in Layouts
Calculated Columns in Layouts
Deleting a Layout
Default Budget Layout Columns
Default Forecast Layout Columns
Setting Up Additional Mass-Edit Options
Non-Productive Hours Setup
Mapping Non-Productive Hours to the Worksheet
Configuring Rule Groups, Execution Groups, and Rules
Configuring groups and rules
Viewing list of rule groups
Viewing and editing execution groups
Viewing the list of execution groups
Viewing and editing individual rules
Configuring Default Execution Groups
Configuring budget exe grps
Configuring DFT BUDGET WORKSHEET EXEC GRP 1
Configuring DFT BUDGET WORKSHEET EXEC GRP 2
Synchronizing rule group parameters and the forecast layout
Configuration after importing the Budget
Configuring steps after importing
Creating new rule groups and execution groups
Example 1: New Rule Groups and Executions Groups Are Not Required
Example 2: A New Rule Group and Execution Groups Are Required
Copying Execution Group Parameters
Creating a New Execution Group
Copying from an existing to a new execution group
Adding a New Execution Group to a New Rule Group
Maximum System Values
Default Maximum Values
Modifying the Default Maximum Values
Business Rules
VALIDATE PAYROLL Rule
VALIDATE MIN HOURS Rule
Configuring min payroll and max hours rules
Ordering rules and execution groups
Business rule parameters
Example
Violations of business rules
Administration Section
Preparing the plan for the budget manager
Task Overview
Importing a plan
Plans for importing budgets
Importing a reference budget
Imported Data
Creating or updating the import task
Creating or Updating the Budget Import Interface Task
Setting up the budget import interface task
Preparing actuals for plan generation
Loading Payroll and Point-of-Sale Actuals
Aggregating Payroll and Point-of-Sale Actuals
Creating the Actuals Summary Aggregation task
Aggregating Actual Non-Productive Hours
Copying Payroll and Point-of-Sale Actuals for Viewing on the Worksheet
Creating the Actuals Copy Task
Assigning a Layout to a Plan
Assigning a Layout to an Imported Plan
Assigning a Layout To a Forecast
Assigning a Layout To a Bottom-Up Projection
Importing a Driver Forecast Instead of Forecasting Driver Actuals
Plan Generation
Overview of Plan Generation Process
Generating a Bottom-Up Projection
Working with a Bottom-Up Projection
Differences Between Forecasting in LFSO and Plan Generation
Treating Missing Actuals Differently
Using Different Driver Distributions
Forecast Methods
Bottom Up - Growth Adjusted Trend Forecast Method
Budget Adjusted Trend Forecast Method
BUP - Trend of Historic Averages Forecast Method
Growth Adjusted Trend Forecast Method
Trend of Historic Averages Forecast Method
Generating a Plan Using a Scheduled Task
Generating a Plan Manually
Specifying Plan Parameters
Selecting the Time Period for Generating a Plan
Selecting Only Some Time Periods of a Root Time Period
Selecting Non-Contiguous Time Periods
Starting Date of Plan
Special Days and Matching Days
Ignoring Actuals from Special Days when Generating Plans
Generating Plans for Special Days
Generating a Plan for a Newly Opened Location
Post-Generation Tasks
Pointing the Plan to the Actuals and Budget
Constraining Schedules in LFSO Using Plan Payroll Dollars
Setting the Budget Type in LFSO
Configuring LFSO Budget Constraints
LFSO Budget Constraint Scenarios
Export a Plan
Exporting a Plan
Exported Data
Configuring data to export
Creating or updating a copy of a plan
Viewing the List of Plans and Copied Actuals
Recovering worksheet data
Removing a system lock manually
Budget Manager Section
Introduction to the Worksheet
Worksheet differences between the Budget Creation and Budget Management
The Worksheet at a Glance
Displaying Multiple Locations on the Worksheet
Displaying Multiple Time Periods on the Worksheet
Displaying the Worksheet
Accessing Appropriate Actuals and Budget
Worksheet Settings
Freezing Worksheet Row and Column Headings
Setting the maximum allowed rows on worksheets
Displaying the Last Worksheet View
Errors on the Worksheet
Worksheet Columns in the Budget Creation Module
Differences between the budget creation layout templates
BUP BUDGET TEMPLATE Layout
Columns on the Labor Budgeting Worksheet
Standard Hours, Schedule Hours, and Non-Productive Hours Columns
Total Hours Projection and Messages Columns
BUP PLAN TEMPLATE Layout
Locations, State, Time Period, Sales, and Drivers Columns
Productive hours and standard hours columns
Schedule Hours and Non-Productive Hours Columns
Total Hours Projection and Messages Columns
Variable Coefficient Column
Worksheet Columns in the Budget Management Module
Differences Between the Budget and Forecast Layout Templates
Columns in Budgets
Locations, State, Time Periods, Sales, and Hours Columns
Payroll, Payroll Percent, and Average Hourly Rate Columns
Sales Per Hour and Messages Columns
Working Payroll Column
Examples
After Budget Manager Released the Budget
Budget Has Not Been Released
Budget Has Been Released Twice
Columns in Forecasts
Locations, State, Time Periods, and Sales Columns
Payroll Percent Columns
Hours and Payroll Columns
Average Hourly Rate and Sales Per Hour Columns
Trend Values and Messages Columns
Sixty Percent Rule (60% Rule)
Forecasting Trended Values
Actual & Forecast Sales Trend Column
Sales Trend Variance from Budget Column
Actual & Forecast Payroll % Trend Column
Payroll % Trend Leverage to Budget Column
Worksheet Actions
Available actions
Recalculate data on the worksheet
Recalculating the worksheet
Save data on the worksheet
Saving the worksheet
Lock the Worksheet
Locking the worksheet:
Unlock the Worksheet
Unlocking the worksheet
Publishing and Unpublishing Payroll Data to LFSO
Publishing a payroll plan
Unpublishing a payroll plan
Mass-Editing Data on the Worksheet
Mass-editing permissions
Mass-editing the worksheet
Notes for Budget Management
Additional Mass-Edit Options
Value change examples
Example 1: Value Change
Example 2: Value Change Distributed
Mass-Editing by Value and Negative Numbers
Example 1: Reducing Values to Negative Numbers - Value Change
Example 2: Reducing Values to Zero - Value Change
Example 3: Not Reducing Values at All - Value Change
Example 4: Reducing Values to Negative Numbers - Value Change Distributed
Example 5: Reducing Values to Zero - Value Change Distributed
Example 6: Not Reducing Values at All - Value Change Distributed
Regenerating workload
Example of regenerating workload
Regenerating workload
Columns changed by regenerating workload
Adding Comments on the Worksheet
Using the Comments Button to Add Comments
Adding Comments While Performing Other Worksheet Actions
Print Worksheet Data to a PDF
Printing Worksheet Data to a PDF
Printing a Worksheet Displaying Multiple Locations
Printing a Worksheet Displaying Multiple Time Periods
Export Worksheet Data
Exporting worksheet data
View Plan Data by Department Type
Viewing Plan Data by Department Type
Synchronous and asynchronous actions
Exceptions to Synchronous Actions
Asynchronous Actions and Workmail
Violation Checks During Asynchronous Actions
System Locks
Editing Past Time Periods
Updating Forecasted Data
Updating User-Adjusted Columns
Viewing historical changes to worksheet data
Viewing historical changes
Displaying Historical Changes for Certain Locations
Specifying Both Locations and Location Types
Example 1: Location in Tree Matches Location Type
Example 2: Location in Tree Lower Than Location Type
Example 3: Location in Tree Higher Than Location Type
Displaying Historical Changes for Certain Time Periods
Calculating worksheet data
Hour Distribution
Sales Distribution
Payroll Percent Distribution
Example 1 parent location
Example 2 child location
Example 3 locations are zero
The solicitation process
Overview of the Solicitation Process
Workflow
Notifying budget managers during solicitation
Including Locations in the Solicitation Process
Excluding All Locations of the Same Location Type
Examples
Budget Solicitation
Forecast Solicitation
Importing the Budget
Creating a New Annual Budget
Updating an Existing Annual Budget
Releasing Down the Hierarchy
Releasing budgets and forecasts
Budget manager for multiple locations
Releasing the Forecast after Generation
Specifying where to release the forecast
Mass-Releasing the Budget or Forecast
Releasing the budget or forecast using mass-release
Submitting Up the Hierarchy
Submitting a budget or forecast
Finalizing, Locking, and Exporting the Annual Budget
Finalizing and Locking the Forecast
System-Generated Messages and Comments
Messages when recalculating
Messages when Saving
Messages and Comments when Locking
Messages and Comments when Releasing
Messages and Comments when Submitting
Execution groups by user action
Updating the View on the Worksheet
Recalculating data on the worksheet
Saving Data on the Worksheet
Locking the Worksheet
Unlocking the Worksheet
Releasing down the hierarchy
Submitting Up the Hierarchy
Mass-Editing Data on the Worksheet
Regenerating Workload
Viewing Plan Data by Department Type
Generating a Top-Down Forecast
Generating a BUP
Execution groups for importing a plan
Execution groups for copying Actuals
State-Change Rules
By original state
By action
Releasing
Submitting
Locking
Unlocking
Job Scheduler Tasks and Tips
Job Scheduler Tasks used in Labor Budgeting
Job Scheduler Tips
Preventing Job Scheduler Job Run Failures
Changing the Schedule of a Job
Registry Parameters
Rule Groups, Execution Groups, and Rules
Default Rule Groups
Default Execution Groups
DFT SET AVAILABLE STATES EXEC GRP
DFT VALIDATE PARENTSYSMAX EXEC GRP
DEFAULT UNLOCK EXEC GRP
DEFAULT LOCK EXEC GRP
DEFAULT POST LOCK EXEC GRP
DEFAULT RELEASE EXEC GRP
DEFAULT SUBMIT EXEC GRP
DEFAULT PHASED STATE CHG EXEC GRP
DFT BUDGET WORKSHEET EXEC GRP 1
DFT BUDGET WORKSHEET EXEC GRP 2
DEFAULT BUDGET AGGREGATE EXEC GRP
PHASED POST IMPORT EXECUTION GRP
DFT FORECAST WORKSHEET EXEC GRP 1
DFT FORECAST WORKSHEET EXEC GRP 2
DEFAULT FORECAST CREATION EXEC GRP
DEFAULT NONLEAF EXEC GROUP
DEFAULT BUP CREATION EXEC GROUP 2
DEFAULT REPORT CREATION EXEC GRP
DEFAULT REPORT CALCULATE EXEC GRP
DEFAULT EDIT ACTION EXEC GRP
DEFAULT WORKSHEET BUP EXEC GRP 1
DFT CALC LOC EDITABILITY EXEC GRP
DEFAULT COPY ACTUALS EXEC GROUP
DEFAULT FORECAST CREATION EXEC GRP 2
DEFAULT SC DETERMINE STATES EXEC GRP
DEFAULT SC UPDATE STATES EXEC GRP
DEFAULT SC PRE CREATE VERSIONS EXEC GRP
DEFAULT SC CREATE VERSIONS EXEC GRP
DEFAULT POST SC EXEC GRP
DEFAULT SC UPDATE STATES EXEC GRP 2
DFT CREATE NON FCST LEAF LOCS EXEC GRP
Rules
AGGREGATE DRIVER TO DEPT
AGGREGATE REPORT
AGGREGATE TREND SOURCE
ALL DISTRIBUTIONS
APPLY PENDING DISTRIBUTIONS
AUDIT HISTORY DATA RULE
AVAILABLE STATE CHANGE RULE
BACKUP PENDING DISTRIBUTION
BUDGET AGGREGATION
BUP AGGREGATION
BUP LEAF RECALCULATION
BUP LEAF WORKSHEET RECALCULATION
BUP NON LEAF RECALCULATION
BUP NON LEAF WORKSHEET RECALCULATION
CLEAN AFFECTED DATA RULE
CLEAN AFFECTED STATE CHANGE DATA
COPY ACTUALS AGGREGATION
CREATE BUDGET FORECAST
CREATE NON FCST LOCATIONS RULE
CREATE NONLEAF LOCATIONS TIMES RULE
CREATE VERSIONS RULE
DATA CHANGE RECOVERY RULE
DETERMINE AGGREGATION LOCATIONS
DETERMINE NEW VERSIONS RULE
DISTRIBUTE
DISTRIBUTE DEPT TO DRIVER RULE
ESTIMATE NON PRODUCTIVE HOURS RULE
FORECAST AGGREGATION
FORECAST PREPARE AGGREGATION
IS EDITABLE RULE
IS VIEWABLE RULE
LINK FORECAST DATA RULE
LOAD AFFECTED DATA FOR STATE CHANGE
LOAD AFFECTED DATA RULE
LOAD DRIVER RULE
LOAD FORECAST VERSION DATA RULE
LOAD STATE CHANGE DATA RULE
LOCK DETERMINE STATES RULE
MASS EDIT CHANGE RULE
OVERRIDE FCST DRIVERS
PAYROLL ADJUST RULE
PAYROLL PERCENT LEVERAGE
PAYROLL PERCENT TREND
PAYROLL PERCENT TREND LEV 1
PAYROLL PERCENT TREND LEV 2
PAYROLL PERCENT TREND LEVERAGE
PAYROLL VARIANCE
PHASED ROOT LOCATION RULE
PHASED STATE CHANGE RULE
POST STATE CHANGES FOR PHASED LAYOUT
PREPARE CALCULATION DATA
PROD HOURS RECALCULATION
RECALCULATE BUDGET LEAF
RECALCULATE BUDGET NON LEAF
RECALCULATE FORECAST LEAF
RECALCULATE FORECAST NON LEAF
RECALCULATE LEAF
RECALCULATE NON LEAF
REFRESH WORKSHEET LOCATION STATES
RELEASE DETERMINE STATES RULE
RESET VALUES RULE
RETRIEVE EVENT HOURS
SALES PERCENT CHANGE
SALES TREND VARIANCE
SAVE AFFECTED DATA FOR STATE CHANGE
SAVE AFFECTED DATA RULE
SAVE HISTORY DATA
SAVE STATE CHANGE DATA RULE
SAVE UPDATED DRIVER RULE
SAVE VERSIONS RULE
STATE CHANGE LOCK AFFECTED DATA
STATE CHANGE RECOVERY RULE
STATE CHANGE RELEASE
STATE CHANGE SUBMIT
STATE CHANGE UNLOCK
SUBMIT DETERMINE STATES RULE
TREND DATA UPDATE
UNLINK FORECAST VERSIONS
UNLINK THE WORKING COPY OF CURRENT USER
UNLOCK DETERMINE STATES RULE
UPDATE PAYROLL TREND DATA
UPDATE STATE CHANGE DATA RULE
UPDATE STATES AND DATA FOR PARENT LOCS
VALIDATE FORECAST MIN HOURS
VALIDATE MIN HOURS
VALIDATE PAYROLL
VALIDATE SYSTEM MAX VALUE
VALIDATE SYSTEM MAX VALUE 1
VALIDATE SYSTEM MAX VALUE 2
WORKLOAD GENERATION RULE
Condition Classes
Plan-Generation Algorithms
Budget Adjusted Trend Algorithm
Calculating Sales
Calculating the Sales Baseline
Calculating the Sales Trend
Calculating AHR
Calculating the AHR Baseline
Calculating the AHR Trend
Growth Adjusted Trend Algorithm
Trend of Historic Averages Algorithm
Forecast-Method Parameters
Viewing and Editing Forecast-Method Parameters
Bottom Up - Growth Adjusted Trend Parameters
Budget Adjusted Trend Parameters
BUP - Trend of Historic Averages Parameters
Growth Adjusted Trend Parameters
Trend of Historic Averages Parameters
Tablespace Considerations
Sizing the FCST_ITEM table overview
Sizing the FCST_ITEM Table
Example
Part 1: Copies for Budget Solicitation
Part 2: Copies for Forecast Solicitation
Part 3: Total Required Versions
Sizing the FCST_HISTORY table
Increasing tablespace for the Labor Budgeting Module
Glossary
actuals
AHR
bottom-up projection
budget
Budget Creation
Budget Management
budget manager
BUP
child location
corporate user
CSV file
driver
driver distribution
events
fiscal calendar
fiscal period
forecast
ICS
Infor Consulting Services
L%S
Labor Budgeting
layout
leaf location
leaf time period
LFSO
location
LY/TY actuals
maximum allowed payroll
minimum hours
non-productive hours
parent location
payroll percent
periodic plan
plan
release
root budget manager
root location
solicitation
special day
SPH
staffing requirements
state
submit
time period
top-down forecast
type
version
volume type
workload
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