Subject Area Name | Subject Area Description | Key Business Questions (tied to the key business questions from the primary Fusion navigation page) | Primary Fusion Navigation | Historical Reporting | Time Dimension Anchoring Transaction Date | Special Considerations |
Workforce Management Absence Real Time | This subject area provides absence information about workers. The objective of this subject area is to report on worker absence details such as absence plans, absence categories, absence types, absence reasons, status of the absence plan, and absence certifications.
This subject area also includes maternity leave information such as expected date of child birth, actual date of birth, and planned return date. You can use the Time dimension to report on worker absence history or future dated absences. The latest worker assignment and work-relationship data will be displayed. | • What are the various Absence Plans, types, and categories in the organization?
• Which Business unit has recorded the largest number of leaves during the year?
• What is the average leave taken by Department/Location?
• Can I get the list of workers who have taken more than N number of absences in the quarter?
• Which workers have taken the more than N number of days leave duration?
• Can I report on the pattern count of absence type during different months of the year? For example: December has maximum Vacation absences
• What is the count of absences by type and status? | Navigator -> Person Management -> Tasks -> Absences -> Manage Absence Cases | Yes | "Assignment Absences Details"."Date Start" | |
Accrual Real Time Subject Area | This subject area provides absence accrual information for the worker. The objective of this subject area is to report on absence plan balances for workers. You can report on accrual details for Incremental and Front Loaded plans. The reported balances are as of the latest accrual process run date.
In addition to accrual details, you can report information related to accrual balance such as adjustments, carryovers, and time taken. You can use the Time dimension to report on worker accrual history. The latest worker assignment and work-relationship data will be displayed. | • What are the various Accrual Methods employed in the organization?
• Which are the various accrual plans and the total number of accruals against them?
• Can I report on details of accrual plans such as carryover limit, accrual rate, accrual ceiling?
• Can I get a breakup of accruals of workers by accrual methods, and plans?
• Can I get a trend report on the summary of accruals by years, and accrual methods? | Navigator -> Person Management -> Tasks -> Absences -> Manage Absence Records | Yes | "Employee Plan Participation Details"."Balance Calculation Date" | |
Workforce Management - Worker Assignment Real Time Subject Area | This is the primary subject area to report workers’ current assignment information. A worker can have multiple active or inactive assignments. This subject area provides details of all the worker assignments, including their start and end dates, assignment type, status type, status, and working hours. Important metrics such as the total assignment count, headcount, and FTEs can be reported by Business Units, Department, Location, and Manager.
This subject area includes past and future dated assignment information. By default only a worker’s current assignment information as of today’s date is retrieved. You can use a SQL prefix SET VARIABLE PARAM_EFFECTIVE_DATE = ‘date’ (give the correct date format) to reset the default as-of date to report on assignment information in the past or future.
This subject area does not report a history of assignment changes. You can use Workforce Management – Work Assignment Event Real Time subject area to report a history of assignment changes. | • What is the current assignment information for a worker?
• What is the current employee headcount by employee category or assignment status?
• What is the current headcount by job, department, grade, location, business unit, legal employer or bargaining unit?
• What is the headcount of hourly or salaried employees?
• What is the headcount by payroll?
• What is the FTE, headcount, assignment count by Location, Country etc? | My Workforce -> Person Management -> Tasks -> Personal and Employment -> Manage Employment | No | "Worker Assignment Details"."Effective Start Date" | |
Workforce Management - Worker Assignment Event Real Time | This subject area includes worker assignment changes (past, present, and future) including hires, transfers, assignment changes, promotions, manager changes, and termination. Actions performed on worker’s assignments can be reported using this subject area. Assignment events are identified by HR Actions and HR Action Reason dimensions which group assignment events by Action Type, Action, and Action Reason. For example, you can use Action Type ‘Promotion’ to retrieve all promotions and use ‘Terminate Work Relationship’ to retrieve all worker terminations.
This subject area includes important assignment metrics to monitor assignment events. For example you can monitor Number of hires, Headcount of promotions, Number of transfers, Termination Full Time Employees (FTE), and Rehire counts.
You can use the Time dimension or Assignment Event Effective Start/End Date to report assignment history. Time dimension allows you to roll up assignment events by week, month, quarter, or year. With Effective Start and End date, you can see a worker’s complete assignment history with associated job, department, grade, location, business unit and legal employer information.
This subject area includes future dated assignment changes, such as hires and terminations. By default only a worker’s assignment history as of today’s date is retrieved. You can use a SQL prefix SET VARIABLE PARAM_EFFECTIVE_DATE = ‘future date’ to reset the default as-of date and include future-dated assignments.
The assignment detail information in Worker dimension reflects the worker’s current assignment information. | • What is an employee's assignment history in the chronological order?
• What is the count of transfers into a Business Unit or Department?
• What is the headcount of terminations by categories such as voluntary and involuntary?
• What are the various reasons for worker terminations under both voluntary and involuntary categories?
• What is the count of terminations by various termination reasons?
• What are the Hire, rehire, transfer, termination counts by Business Unit, Department, Location, Manager etc
• What is the total number of promotions between two dates for a worker? | My Workforce -> Person Management -> Tasks -> Personal and Employment -> Manage Employment | Yes | "Assignment Event Details"."Effective Start Date" | |
Workforce Management -Work Relationship Real Time Subject Area | This subject area provides information on employees’ primary and non-primary work relationships in the organization. Employment information associated with an employee’s primary work relationship such as the employee’s start date, adjusted service date, original date of hire, last working date, or termination date is available for reporting along with the other common dimensions such as Business Unit, Job, Department, Location, Position, and Grade. You can also report employee length of service by days, months, or years in this subject area. | • What are the primary work relationship details of the worker?
• When did the worker join the organization?
• When was the worker’s original hire date?
• What is the Business Unit, location, department, etc of a worker in his primary assignment?
• How long is the worker employed in the organization; can I get the details by number of days, months, and years?
• What is the projected termination date for a worker?
• What is the rehire recommendation for a worker before the worker got terminated? | My Workforce -> Person Management -> Tasks -> Personal and Employment -> Manage Work Relationship | No | "Work Relationship Details"."Work Relationship Creation Date" | |
Workforce Management - Person Real Time | This subject area is used to report workers’ personal information such as worker address, emergency contacts, phone numbers, email address, national ID, religion, ethnicity, and work permit. This subject area is often used in conjunction with the other HCM subject areas to combine workers’ personal information, assignment, and compensation or benefit information.
This subject area only includes the worker’s latest personal information as of today. However, you can use a SQL prefix SET VARIABLE PARAM_EFFECTIVE_DATE = ‘history date’ to reset the default as-of date and include history data or future effective dated changes. | • What is the distribution of my workers by ethnicity, gender, nationality, or religion?
• What is the count of workers by work permit to various countries?
• What are the worker contacts’ phone numbers?
• What are the passport details of the worker?
• How many workers have work permits? How many workers’ work permits will expire?
• What is the worker’s citizenship?
• What is the worker’s ethnicity and religion?
• What is the worker’s national ID? | My Workforce -> Person Management -> Tasks -> Personal and Employment -> Manage Person | No | "Person Details.Effective Start Date" | |
Workforce Management - Documents of Record Real Time | This subject area provides real-time information on workers’ documents that are part of their employment. Organizations have the onus of maintaining the data about the legal documents of workers during the tenure of their employment and sometimes even after the worker is no longer employed. Document of Records subject area can be used to track workers’ legal documents such as Driving License, Income Tax returns, and their details.
You can use Time dimensions to report on the start and end time period of the document. | • What are the various documents that an employee has submitted and the pending documents?
• Which are the documents that are ending their validity period and hence must be renewed? | My Workforce -> Person Management -> Tasks -> Personal and Employment -> Manage Document Records | Yes | "Document of Record Details"."Date From"
"Document of Record Details"."Date To" | |
Workforce Management - Employment Contract Real Time | This subject area is used to report on worker contract information including contract type, employment term status, duration of contract, and projected end date. It can be used to report on contract information for all workers including part time, full time, or contingent workers.
Key employment contract metrics such as number of contracts, number of extensions, contract duration, and extension duration are available for reporting.
This subject area does not include employment contract history and only the latest contract information as of today can be retrieved. You can use a SQL prefix SET VARIABLE PARAM_EFFECTIVE_DATE = ‘future date’ to reset the default as-of date and include future-dated or historical contract information. | • How many contracts does a worker have?
• What is the number of contracts by contract types and statuses?
• What is the duration of a worker's contract?
• What is the duration of a worker's contract extension?
• Which BU/Department has the highest number of contracts?
• How many contracts are going to expire?
• How many contracts have expired? | My Workforce -> Person Management -> Tasks -> Personal and Employment -> Manage Employment | No | "Employment Contract Details"."Effective Start Date" | |
Workforce Management - Checklist Real Time | This subject area provides real time information on the on-boarding and off-boarding worker checklists. Checklist setup information can be reported as can the checklist and tasks that are allocated to workers. Information includes their status, performer, and dates. You can also report on ‘planned days’ and ‘actual days to complete the task’ using this subject area.
The Time dimension is split into two folders to retrieve the checklist details based on both the checklist task actual start date and end dates. History details related to tasks can be reported based on the two Time dimensions. Allocated checklist tasks that do not have an actual start or end date will be excluded when these time dimensions are included in a query. | • What are the various checklist categories, and the action names in the organization?
• What are the tasks to be performed during a worker on-boarding and off-boarding?
• Which allocated tasks are taking longer than planned?
• What is the status of certain tasks for each worker?
• Do some performers complete tasks quicker than others? | My Workforce -> Person Management -> Tasks -> Personal and Employment -> Manage Allocated Checklists | Yes | "Checklist Task Details.Actual Start Date"
"Checklist Task Details.Actual End Date" | |
Workforce Management - Workforce Trend Real Time | This subject area allows reporting on headcount and Full Time Employee (FTE) information at the start and end of the period. Some of the metrics available for reporting include Active, Inactive, Suspended headcount, and FTE.
This subject area can be joined with Workforce Management - Worker Assignment Event Real Time to include terminations and therefore calculate turnover. | • What is the headcount for the last 3 years?
• Which months in the year has a high attrition rate? | My Workforce -> Person Management -> Tasks -> Personal and Employment -> Manage Employment | Yes | None | |
Workforce Management - Position Real Time | This subject area is used to report on the various positions in the organization. The total number, FTE, and headcount can be reported against each position. It can be used to calculate position occupancy.
You can use a SQL prefix SET VARIABLE PARAM_EFFECTIVE_DATE = ‘date’ (give the correct date format) to reset the default as-of date and retrieve past and future-dated position counts. | • What is the occupancy of my positions?
• What are the various positions available under each job?
• Which positions have not been filled in the organization?
• What is the hiring status of a specific position?
• What are the valid grades associated with each position? | My Workforce -> Workforce Structures -> Manage Position | No | "Position Details.Effective Start Date" | |
Workforce Management - Vacancy Real Time | This subject area provides real time information on the job vacancies in the organization. The requisitions opened to fill the vacancies are available for reporting. The vacancy details can be analyzed using the number of openings, and the number of hires by business unit, department, and country.
Use the Time dimension to report on the history data related to the vacancies filled as of that time period. | • What are the various job openings available as of current date?
• List the details of job requisitions created to fill the job openings
• What is the numbers of jobs filled by each year over the last 5 years? | NA | Yes | "Requisition.Creation Date" | |
Compensation - Salary Details Real Time | This subject area provides real-time information on workers’ current salaries. This subject area can be used to analyze workers’ salaries. The Salary details of the workers can be compared by various important dimensions such as Performance rating, Assignment manager, and Location. Salary basis, salary components, current and prior salary amounts, and salary metrics are available for reporting. Key information includes Current and Prior Salary, Annualized FTE Salary, Salary Change Amount, Salary Change Percentage, Compa-Ratio, and Quartile. Reports can be created in worker local currency or in a user-preferred currency.
This subject area does not include worker salary history. By default, reporting is as of the current date. | • What is the average salary by location and job?
• What is each worker's current salary?
• How is each worker's salary distributed by component?
• What is the distribution of salary by quartile by country or job?
• Which workers have not had a salary adjustment in over 12 months?
• What is the current cost of base pay by organization?
• What percentage of total salary is attributed to each salary component?
• Which workers have a compa-ratio under 80 or over 120? | Navigator -> Person Management -> Tasks -> Compensation -> Manage Salary | No | "Salary Details"."Salary change date" | |
Compensation - Salary History Details Real Time | This subject area provides real time information on workers’ salary history. This subject area can be used to analyze workers’ salaries. The Salary history details of the Workers can be compared by various important dimensions such as Performance rating, Assignment manager, and Location. Salary basis, salary components, current and prior salary amounts, and salary metrics are available for reporting. Key information includes Current and Prior Salary, Annualized FTE Salary, Salary Change Amount, Salary Change Percentage, Compa-Ratio, and Quartile. Reports can be created in worker local currency or in a user-preferred currency. | • What is the salary change percent for the workers over the last 5 years?
• Which year in the last 10 years has the most number of workers getting a salary raise?
• How does the performance rating of the worker relate to the salary change over the years? | Navigator -> Person Management -> Tasks -> Compensation -> Manage Salary | Yes | "Salary History Details"."Salary change date" | |
Compensation – Workforce Compensation Real Time | This subject area provides real time reporting on compensation data awarded during Workforce Compensation cycles. This subject area includes only data available during the plan cycle as of the HR data extraction date or last refresh date, such as worker assignment and salary details. Key information includes compensation amounts, eligible salary, target amounts and worker budget amounts for all components; custom columns, promotions and performance rating details available or given during a plan cycle.
A single report can be created for one or multiple compensation plans, cycles, and budget pools. Reports can be created in the plan corporate currency or in a user-preferred currency. Worker level data can be reported on in worker local currency. | • What is the Count of Eligible Workers in the Compensation Plan?
• What is the Average Worker Level Budget Amount?
• What is the average amount allocated by each manager?
• Which workers were not allocated compensation?
• What are the Target and Actual Compensation Amounts for Workers?
• How does the amount budgeted for each worker compare to the amount allocated?
• What is the average allocation amount or change percentage by performance rating?
• How much was allocated for each component?
• Which workers received promotion during the compensation cycle? | Navigator -> Person Management -> Tasks -> Compensation -> Manage Compensation | Yes | | |
Compensation – Workforce Compensation Budget Real Time | This subject area provides real-time reporting on budget pool data linked to a Workforce Compensation plan. The Worksheet Details form an important role for budgeting for a the Compensation Plan. The Compensation Plan details, Budget Pool details, Various Compensation Components, Worksheet Details, distribution of available budget amounts and total allocated amounts are available for reporting. Worker promotion and performance rating details also are available, which can be leveraged to correlate the Planned Budgeting. Reports can be created in the plan corporate currency or in a user-preferred currency. | • What are the various Budget pools available for Compensation Plan?
• What is the Budget Amount specified per the Compensation Worksheet?
• What is the Actual Distribution Budget Amount?
• What is the Count of Workers included in Budgeting?
• What is the Overall Budget Amount for a Compensation Plan?
• What is the Actual Budget Spent by a Manager in the Compensation Plan?
• Can I compare the Budget Distribution by the Performance Ratings of the Workers?
• What is the Percentage spent by Budget pools in a Compensation Plan?
• Which Workers do not have the Compensation Budget allocated?
• In a Compensation Plan, what is the Average Budget amount?
• Can I Compare the Budget Amount by Business Unit, Location, and Assignment Manager? | Navigator -> My Team -> Workforce Compensation | Yes | | |
Compensation - Stock Details Real Time | This subject area provides real time information on the stocks granted to the workers. Information like the type of grant, grant name, grant value, and validity period related to the stocks are available for reporting.
The metrics available for reporting include Total shares, exercisable shares, exercised shares, vested shares, and unvested shares.
Time dimension can be used to report on the stock details granted to the workers across time periods. | • What are the various stock grants allotted to the workers in the organization?
• What stocks have provided a profit to the workers during the last 3 years? | Navigator -> Team Compensation -> <select worker> -> Company Stock | Yes | "Stock Details.Original Grant Date" | |
Benefits – Setup Real Time | This subject area provides real time information on various object definitions in employee benefits. The setup data related to benefit program, plan types, various plan names and details, the options to enroll to plans, the eligibility criteria to enroll, dependent coverage for a plan, and the effective dates for enrollment can be reported.
The latest setup data related to benefits can be reported using this subject area. Since time dimension is not available, history data related to benefits setup cannot be reported. | • What are the various benefit programs?
• List the benefit plans under each program
• What are the options available for dependant enrollment in a plan?
• Can I report on the plans and their effective start and end dates? | Navigator -> Benefits Administration -> Plan Configuration | No | | |
Benefits – Potential Life Events Real Time | This subject area provides real time information on all the potential life events for a person. Also, this subject area can be used to report on the life events that are currently in progress for a person. The worker information related to job, grade, position and so on can be reported along with the life events information.
The Time dimension can be used to report on the person life events over the time period. | • What are the various potential life event reason codes?
• List the life events, statuses, and the counts. | Navigator -> Benefits Administration -> Enrollment | Yes | "Potential Life Event Reason for Person Details"."Life Event Occurred Date" | |
Benefits – Enrollments Real Time | This subject area provides real time information on employee enrollment to the benefit plan(s). The enrollment to a benefit plan can happen from explicit election by the employee or automatic/default enrollment as mandated by the organization. All the benefit enrollments, details like relationship name, benefit program, plan type, and plan name can be reported. The benefit plan enrollment details such as eligible amount, coverage period, the annual enrollment rate, enrollment status, and tax rate, can be reported.
The Time dimension can be used to report on the employee benefit enrollment over a period of time. | • List the various benefit plans to which the employee enrollment exists by years
• Can I get a trending report on the participant costs for benefit plans?
• Can I get the count of employee enrollments across business units?
• Can I report on the count of workers having benefit plan enrollment by enrollment method?
• Can I list the workers who are eligible to enroll dependants for a plan but have not done so far? | Navigator -> Benefits Administration -> Enrollment | Yes | "- Enrollment Results"."Enrollment Coverage Start Date" | |
Benefits – Enrollment Opportunities Real Time | This subject area provides real time information on the choices available for the worker to enroll into various benefit programs or plans. The eligibility to enroll, the plan options available for the worker to enroll, and life event associated with benefits that have occurred to the employee can be reported.
The Time dimension can be used to report on the benefit enrollment opportunities available for the employees over the time period. | • What is the count of eligible workers for a benefit plan?
• Can I report on all the benefit programs and the plans available for enrollment to the workers?
• Which enrollment plan has the highest eligibility count?
• What are the various plan options available for the benefit plan? | Navigator -> Benefits Administration -> Enrollment | Yes | "Eligible Person Details"."Effective Start Date" | |
Benefits – Action Items Real Time | This subject area provides real time information on action items for participants to enroll in a benefit plan or to designate coverage for a dependent or beneficiary. For example: a dependent requires date of birth, and Enrollment certification required. The benefit life events and the person details in benefit life events can also be reported.
The Time dimension can be used to report on the action items, life events over a time period. | • What are the various action items for a participant to enroll in a benefit?
• What is the action items required to designate coverage for a dependant or beneficiary?
• What is the count of life events status? | Navigator -> Benefits Administration -> Enrollment | Yes | "Person in Life Event Details"."Life Event Occurred Date" | |
Payroll – Retroactive Pay Real Time | This subject area provides real time information on payroll retroactive processing. You can report on retroactive adjustments to analyze employees’ past earnings, deductions, based on changes to pay rates and benefit elections. You can also report on both regular and supplemental payroll details related to earnings and deductions for retroactive periods. Use the Time dimension to report on the retroactive payroll processing across different time periods by various payrolls and the workers. The worker details such as job, location, business unit, and department display the current data. | • What is the total retroactive amount by various payroll elements?
• List the top 5 departments liable for retroactive employer tax credit amount.
• Which employees have not received the retroactive pay in a payroll cycle?
• What are the total taxable benefit hours and the corresponding amounts for employees processed in retroactive pay? | Navigator -> Payroll Calculation -> View Payroll Process Results | Yes | "Payroll Retroactive Process Details.Payroll Actions Effective Date" | |
Payroll – Payroll Run Results Real Time | This subject area provides real time information on payroll run results. You can report on payroll run results for the entire payroll process or for a single worker. In addition, you can report on payroll details such as standard working hours, standard earnings, deductions, and benefits, as well as Employer charges based on the running of the payroll, and tax deductions.
The Time dimension can be used to report on the payroll data across different time periods by the organizations and the workers. | • List the payroll, element run results along with their input values for all the workers by the line manager.
• What is the total amount incurred by the employer as payroll charges?
• What are the average standard earnings by various jobs?
• List the voluntary versus involuntary deductions by various locations. | Navigator -> Payroll Calculation -> View Payroll Process Results | Yes | "Payroll Run Results Details.Payroll Actions Effective Date" | |
Payroll – Payroll Run Costing Real Time | This subject area provides real time information on payroll running costs. You can report on the various processes in a payroll flow, and their running costs. You can also report on the amounts debited and credited in the payroll process, the process mode, payment type, currency, payroll relationship details, payroll flows, and payroll process information.
Use the Time dimension to report on the payroll costs and their values across different time periods. | • What are the various costs in a payroll process?
• What is the trend of costs incurred in payroll over a particular year?
• What is the variation between payroll costs for workers by departments and countries? | Navigator -> Payroll Calculation -> View Payroll Process Results | Yes | "Payroll Run Costing Details.Payroll Actions Effective Date" | |
Payroll – Payments Distribution Real Time | This subject area provides real time information on payroll payments distribution. You can report on the payments distribution activity comprising several tasks related to making payments. You can also report on payroll payments made as part of a normal payroll cycle flow or as a standalone process, as well as the source and the target bank accounts used in the payments distribution.
Use the Time dimension to report on the payroll payments distributions across different time periods. The worker details such as job, location, business unit, and department display the current data. | • What are the various types of payment distribution types and their amounts for a particular month?
• List the number of payments made from same bank accounts and different bank accounts.
• What is the amount distributed for each payroll in a year?
• Can I get a trend of the third party payment methods and their respective amounts in a year? | Navigator -> Payroll Calculation -> View Payroll Process Results | Yes | "Payment Distribution Details.Pre/Payment Effective Date" | |
Payroll – Payments Costing Real Time | This subject area provides real time information on costs of payroll payments. You can report on account types, source types, debit and credit values, and their currencies related to payroll payment details. In addition, you can report on the payroll process flow, payroll relationship details, personal payment methods to workers, legislative data group, and department.
Use the Time dimension to report on the payroll payment costs across different time periods. Worker details such as job, location, business unit, and department display the current data. | • What are the various account types in payroll costs of payment?
• List the account type with debit and credit values.
• List the payroll process source type in costing of payments.
• Can I get a trend of payments costing by country and department? | Navigator -> Person Management -> Tasks -> Payroll -> Manage Costing for a Person | Yes | "Payroll Payment Costing Details.Effective Date" | |
Payroll – Element Entries Real Time | This subject area provides real time information on employees’ element entries. Elements are building blocks of compensation and benefits. Elements can represent earnings, such as salary and wages, or deductions, such as taxes and voluntary deductions. Elements are associated with an employee, and this association is called an element entry. This subject area can be used to report on all the element entries of all employees or a specific element such as base salary to analyze the salary paid to each worker.
Use the Time dimension to report on workers’ payroll element entries and their values across different time periods. Worker details such as job, location, business unit, and department display the current data. | • How many element entries are there in a payroll?
• List the payroll, element entries and their input values for all the workers for a line manager.
• Which element entry value has the highest value in a payroll? | Navigator -> Person Management -> Tasks -> Payroll -> Manage Element Entries | No | | |
Payroll – User Defined Tables Real Time | This subject area provides real time information on user defined tables in payroll. You can report on the payroll data such as wage codes, shift differentials, or the amounts of certain deductions etc that are stored in the Payroll custom tables. | • What are the various User-Defined Tables defined in Fusion HCM?
• List a detailed report that displays the rows, columns and the corresponding values of a specific User-Defined Table. | Navigator -> Payroll Calculation -> Manage User-Defined Tables | No | | |
Payroll – Payroll Interface Inbound Records Real Time | This subject area provides real time information on payroll and its data that are processed by third party providers. You can report on inbound data like payroll name, period, earnings, deductions, leave information, messages, payments and payroll information of the workers processed by vendors. | • What are the various payroll activities outsourced by the organization?
• What payrolls are processed by the vendors?
• What percentage of workers have their payrolls processed by vendors? | | No | "Payroll Interface Inbound Records.Start Date" | |
Payroll – Personal Payment Details Real Time | This subject area provides real time information on the worker’s personal payment methods related to payroll payments. The personal payment methods can be based on actual amounts, percentage, or a combination of both. All these are available for reporting. The critical information of bank, branch, and account details can also be reported. The personal payments that are future dated is also available for reporting.
Use the Time dimension to report on the worker's personal payments over a period of time. | • What are the various payment methods and the corresponding values preferred by the workers?
• List the percentage distribution of amounts by various payroll payments in the organization year on year. | Navigator -> Person Management -> Tasks -> Payroll -> Manage Personal Payment Methods | No | "Personal Payment Method.Personal Payment Method Effective Start Date" | |
Payroll – Payroll Balances Real Time | This subject area allows reporting on payroll balances. Payroll balances can be all categories of earnings, and deductions. payroll balances at all levels such as assignment, term, and relationship are available for reporting. The balances can be reported for the workers for all the payroll runs. | • What is the earnings and deductions balances for the current year?
• Can I compare the various earnings and their balances, as well the deductions and their corresponding balances for the recent payroll?
• Which are the top 5 departments in their earnings?
• What tax is the highest deduction for the workers during the last 3 financial years? | Navigator -> Payroll Calculation -> View Payroll Process Results | Yes | "Payroll Balance Details.Effective Date" | |
Workforce Performance - Performance Rating Distribution Real Time | This subject area provides real time information on workers’ performance ratings and their distributions based on performance documents and the ratings. The minimum, maximum, and the actual distribution of the performance ratings for a performance document period can be reported using this subject area, as well as the performance ratings of workers.
Use the Time dimension to report performance ratings distribution history details. The worker details such as Job, Grade, Business Unit, Position, and Location display current data. | • What is the minimum and maximum performance ratings distribution for a performance document?
• What is the actual distribution of the performance rating for a performance document period vs the targeted distribution?
• Which performance document review periods have their actual rating distributions fall within the target rating distributions? | Navigator -> Performance -> Search Performance Document
Navigator -> Performance -> Tasks -> Manage Target Ratings Distribution | Yes | "Performance Document.Performance Document Valid To Date" | |
Workforce Performance – Performance Rating Real Time | This subject area provides real time information on workers’ performance ratings based on performance documents. The worker performance self assessment and evaluations given by the manager or other participants are available in this subject area. Performance ratings include the overall rating and individual section rating in a performance document for example, competencies, and goals. You can also report on the rating model. In addition, this subject area can be used to report on the details of the questions and answers provided by various participants involved in the worker’s performance evaluation.
Use the Time dimension to report performance rating history. The worker details such as Job, Grade, Business Unit, Position, and Location display the current data. However, the worker evaluation details such as performance document name, participants, rating on individual sections of the performance document, questions and answers, and overall rating are dependent on the time dimension. | • Who are the various participants in a worker’s performance evaluation?
• What are the ratings and comments provided by manager, worker and other participants?
• What are the questions posed and answers provided by various participants?
• How many evaluations are participants asked to participate in, who have responded and who have not?
• What is the trend of performance rating for a worker over successive years?
• How many workers rated themselves lower or higher than the manager or other participants?
• What is the average rating for a worker over time, across all participants?
• What is the rating model used for each performance document evaluation? | Navigator -> Performance -> Search Performance Document | Yes | "Performance Document.Performance Document Valid To Date" | |
Workforce Performance - Performance Task Status Real Time | This subject area provides real time information on worker’s performance tasks and their statuses based on performance documents. The performance tasks associated with the performance template can be reported using this subject area, as well as completed and pending tasks for the worker or manager. Task details such as due date, completion date, task sequence, evaluation participant, and completed by, can be used for reporting. This subject area doesn't include workers who have not created performance documents.
Use the Time dimension to report performance task history. Worker details such as Job, Grade, Business Unit, Position, and Location display the current data. However, details such as performance document name, tasks,and task details, are dependent on the time dimension. | • Which workers have completed performance evaluation for a performance document period?
• What are the various tasks for performance documents and what status are they in?
• What is the total number of tasks for a worker?
• Who by role and name owns a task and what is the status of the task?
• What are the counts of performance tasks by statuses for a performance document period name?
• Which tasks were bypassed or reset and who bypassed or reset it? | Navigator -> Performance -> Search Performance Document
Navigator -> Performance -> Tasks -> Update Performance Tasks | Yes | "- Performance Task Status Details.Due Date" | |
Workforce Performance – Performance Document Status Real Time | This subject area provides real time information on worker’s performance documents. The performance appraisal period document template, status of the performance document, performance evaluation by the manager including the comments, and employee comments regarding the appraisal can be reported along with the other regular information of the employee such as business unit, job, department, and location.
Use the Time dimension to report performance appraisal period documents history. The worker details like Job, Grade, Business Unit, Position, and Location display the current data. However, the worker evaluation details like performance document name, status, and comments, are dependent on the time dimension. | • Which workers have completed performance evaluation for a performance document period?
• What is the percentage of appraisal documents by various statuses for the selected review period? | Navigator -> Performance -> Search Performance Document | Yes | "Performance Document.Performance Document Valid To Date" | |
Workforce Performance - Performance Document Eligibility Real Time | This subject area provides real time information on the worker’s eligibility to create or not create the performance document period. For a specific performance document appraisal period, the measures like the total eligibility count, count of documents created by workers can be reported.
The percentage of workers created versus not created related to performance documents can be reported.
The actual eligibility criteria that determines the condition for worker eligibility to create or not create performance documents is not available for reporting
Time dimension is not available for reporting in this subject area, however, the count of eligibilities and the actual documents created for each of the performance documents are available for reporting. | • What percentage of eligible workers have not created the performance document for the appraisal period?
• What is the performance document status including no status for missing documents for performance documents managed by eligibility?
• Which documents exist that are no longer eligible? | Navigator -> Performance -> Tasks -> Determine Worker Eligibility for Performance Documents | Yes | "Performance Document Eligibility Details.Eligibility Creation Date" | |
Workforce Goals - Goal Status Overview Real Time | This subject area provides real time overview information on the status of workers’ performance and development goals. You can report on Goal Plans assigned to the workers, the goals within the goal plans, their statuses, the source of the goals such as HR, Manager, and the categories of goals such as Career and Customer Satisfaction. In addition, you can report on the details of individual goals, such as completion percentage, start and end dates, priority of the goal, and goal measurement value.
Use the Time dimension to report on the goals created by workers across different time periods. Worker details such as Job, Grade, Business Unit, Position, and Location display the current data. Goals data is based on the Time dimension. | • How many goal plans are there?
• Which are the goals within a goal plan?
• How many goals do workers have?
• Can I report on all the performance and development goals assigned to a worker with their current status?
• How many workers have no goals created grouped by the assignment manager?
• Which goals plans have been assigned to a worker?
• How many goals have no goal plan? | Navigator -> Goals | Yes | "Goal Management Process Details.Actual Completion Date" | |
Workforce Goals - Goal Tasks Real Time | This subject area provides real time information on the worker goal tasks. The tasks can be reported for both performance and development goals. You can report on task-related information such as task type, name, status, start date, target completion date, and completion percentage. In addition, you can report on the goal details related to both performance and development goals like status, category, and success criteria.
Use the Time dimension to report on the goals and tasks details across different time periods. Worker details such as job, grade, business unit, and location, display current data. Goals and tasks data are based on the time dimension. | • How many performance goals and related tasks are there?
• How many goal tasks does a worker have?
• Can I report on all goals, tasks, and their statuses by managers?
• Which tasks have not been completed beyond the target completion date? | Navigator -> Goals -> Tasks | Yes | "Performance Goals - Additional Attributes.Target Completion Date" | |
Workforce Goals – Target Outcomes Real Time | This subject area provides real time information on the target outcomes of worker goals. The target outcomes related to both performance and development goals can be reported. The profile data includes content type and content item details. You can report on the target outcome details that are based on the talent profile items. In addition, you can report on the goal details such as category, status, success criteria, and completion percentage.
Use the Time dimension to report on the target outcomes of goals across different time periods by workers. The worker details such as job, grade, business Unit, and department, display the current data. Goals and target outcomes data is based on the time dimension. | • How many goals have target outcomes?
• List all the goals and their target outcomes for workers?
• How many target outcomes are there across all the goals for workers?
• What is the target and actual rating levels for the target outcome records by workers? | Navigator -> Goals -> Target Outcomes | Yes | "Performance Goals.Actual Completion Date" | |
Workforce Goals - Goal Alignments Real Time | This subject area provides real time information on worker goal alignment details. You can report on goals for workers, the organization, the manager, and colleagues using Worker Goal details such as category, status, success criteria, and completion percentage.
Use the Time dimension to report on the goals alignment details across different time periods by workers. Worker details such as job, grade, business unit, and location, display the current data. Goals data is based on the time dimension. | • How many aligned goals does a worker have?
• Can I list the number of aligned manager goals, organization goals, and colleague goals for a worker?
• Can I list the number of aligned goals by business unit or department?
• Which organization goals have the highest and least number of worker goals aligned with them?
• Can I have a list of all the colleagues with which a worker’s goal is aligned? | Navigator -> Goals | Yes | "Goal Alignment Details.Actual Completion Date" | |
Workforce Career Development – Development Goals Overview Real Time | This subject area provides real time information on development goals of the worker. You can use this subject area to report on the count of goals, completed goals, goals in progress, overdue goals, sum measurement of target, and actual values of the goals. With this new subject area customers need not employ the Goal Status Overview subject area to report on the development goals.
The Time dimension can be used to report on the goals created by workers across different time periods. Worker details such as Job, Grade, Business Unit, Position, and Location display the current data. Goals data is based on the Time dimension. | • List the Development Goal Plans and the corresponding Development goals assigned to the workers
• What is the percentage of goals without a goal plan?
• List the deviation between the target and actual goal measurement values by workers
• What is the percentage of goals completed versus in progress for the current year by Business Unit? | Navigator -> Career Development | Yes | | |
Workforce Succession Management – Plan Candidates Real Time | This subject area provides real time information about the candidates that have been added to various succession plans. The succession plans can be based on incumbent or job. You can report on the talent profile information of the candidates such as competencies, degrees, certifications, readiness for the job, and career preferences. You can also report other details such as department, job, position, grade, career preferences, and work requirements. In addition, you can report on succession plan details such as plan name, plan type, owner of the plan, and plan status. | • How many candidates are on a succession plan by various readiness statuses?
• What is the average number of plans by candidate for current year?
• List all the candidates and their readiness status for each succession plan.
• How many candidates are on plans outside the department?
• Which succession plans do not have candidates?
• List the details of succession plans, incumbents, and the candidates.
• Can I report on the talent profile details of the candidates? | Navigator -> Succession Plans | No | "Owner.Creation Date" | |
Workforce Succession Management – Job Plans Real Time | This subject area provides real time information on succession plans based on Job. Succession Plans created for key jobs can be reported using this subject area. You can report on the incumbents of the jobs for which the succession plans are created. You can also report on other incumbent details such as department, grade, career preferences, and work requirements. In addition, you can report on succession plan details such as plan name, plan type, owner of the plan, and plan status. | • How many plans do not have any incumbents?
• How many incumbents are in critical Jobs?
• What is the percentage of distinct critical jobs with no succession plans?
• List the incumbents of a job plan that are in high risk of loss or high impact of loss.
• List the details of incumbents that are in multiple succession plans. | Navigator -> Succession Plans | No | "Owner.Creation Date" | |
Workforce Succession Management – Incumbent Plans Real Time | This subject area provides real time information on the succession plans created for workers. The workers who have succession plans created for them are referred to as ‘incumbents’. An incumbent can have one or multiple succession plans created for them. You can report on incumbent details such as department, job, position, grade, career preferences, and work requirements. In addition, you can report on Succession plan details such as plan name, plan type, owner of the plan, and plan status. | • List all Incumbent based succession plans with incumbent details.
• How many incumbent succession plans are there?
• List all incumbents with multiple succession plans created for them.
• How many incumbent succession plans are created in each business unit? | Navigator -> Succession Plans | No | "Owner.Creation Date" | |
Workforce Succession - Position Plan Real Time | This subject area provides real time information on succession plans based on Position. Succession Plans created for key positions can be reported using this subject area. You can report on the incumbents of the positions for which the succession plans are created. You can also report on other incumbent details such as department, grade, career preferences, and work requirements. In addition, you can report on succession plan details such as plan name, plan type, owner of the plan, and plan status. | • How many plans do not have any incumbents?
• How many incumbents are in critical Positions?
• What is the percentage of distinct critical positions with no succession plans?
• List the incumbents of a position plan that are in high risk of loss or high impact of loss.
• List the details of incumbents that are in multiple succession plans | Navigator -> Succession Plans | No | "Owner.Creation Date" | |
Workforce Profiles – Model Profile Real Time | This subject area provides real time requirements on model profiles. You can use this subject area to report on real time requirements of workforce structures such as jobs and positions related to model profile data. You can also report on model profile data such as educational degrees, competencies, work requirements, membership, licenses and certifications, languages, honors, and other content for various workforce structures.
You can use the Time dimension to report on model profiles across different time periods. Details such as job, position, and department display the current data. Model profile data is based on the time dimension. | • What are the work requirements for a job?
• What are the various competencies required for a position and what are the target levels for the competencies?
• How many languages are required for all jobs?
• Which jobs require certifications?
What are the job profiles associated with a specific job or position?
What are the active or inactive job profiles? | Navigator -> Profiles | Yes | | |
Workforce Profiles - Person Profile Real Time | This subject area contains person profile details related to educational degrees, competencies, career preferences, membership, certifications, languages, potential, and risk of loss. This subject area also contains custom person profile content. This subject area also contains custom person profile content. You can use this subject area to analyze person skills inventory, education level, potential, and risk of loss by common dimensions such as business unit, job, location, and legal employer.
This subject area also includes person profile history. You can use the Time dimension to report on person profile items that may have changed or added over a time period. At the summary level, you can analyze person skills and certifications change over time. | • What are the workers’ competencies by business unit, job function and location?
• Who are the workers who have a particular competency, language skill or certification?
• What are the competency strengths and weakness in the organization?
• How many workers have high, medium, or low potential for a particular manager, department, grade, or position?
• Who are the high-potential workers who have a high risk of loss by department?
• What are the career preferences of the workers? | Navigator -> Profiles | Yes | | |
Workforce Talent Review - Talent Review Meeting Real Time | This subject area focuses on the performance and potential of the worker. The objective of this subject area is to report on the strengths, needs, and development opportunities for a worker, and to identify the talent pool in the organization. The worker readiness for new assignments or jobs can also be reported.
The assessment of the worker by the manager or any other participant can be reported on various areas like worker performance, potential of the worker, the risk of loss, and the impact of loss. The ratings awarded to the worker by all the participants in the areas mentioned above are available for reporting along with the calibrated ratings also. The Profile data of the worker which aids in talent review is also available for reporting.
Based on the talent review, the 9 box performance versus potential grid with the worker count against each of the boxes can be derived using the data from this subject area.
Use the Time dimension to report on the history data related to worker’s talent review, the assessment, ratings, and notes.
This subject area focuses on the performance and potential of the worker. The objective of this subject area is to report on the strengths, needs, and development opportunities for a worker, and to identify the talent pool in the organization. The worker readiness for new assignments or jobs can also be reported.
The assessment of the worker by the manager or any other participant can be reported on various areas such as worker performance, potential of the worker, the risk of loss, and the impact of loss. The ratings awarded to the worker by all the participants in the areas mentioned above are available for reporting along with the calibrated ratings. The Profile data of the worker which aids in talent review is also available for reporting.
Based on the talent review, the 9 box performance versus potential grid with the worker count against each of the boxes can be derived using the data from this subject area.
Use the Time dimension to report on the history data related to worker’s talent review, the assessment, ratings, and notes. | • What is the impact of loss and risk of loss of a worker?
• What is the calibrated score of worker in talent assessment areas of potential and performance?
• Can I report on the assessment details of the workers by all the participants in the talent review meeting?
• What is the trend of the talent review assessment scores of the worker by last 3 years?
• Can I report on the worker profile items like competencies, degrees, certifications etc along with the worker’s assessment of potential, performance ratings?
• What is the count of workers in the 9 box grid of performance versus potential?
• Is the worker’s impact of loss correlated to the calibrated performance or potential rating? | Navigator -> Talent Review | Yes | "Talent Review Meeting Details.Meeting Date" | |
Workforce Talent Review - Talent Review Tasks Real Time | Talent Review Tasks subject area provides real time information on the tasks that are created and assigned to the workers as part of the talent review meeting outcome. The tasks can be created by the line managers/HR Managers. The task assignees will be the workers in the organization. Details related talent review meeting and tasks such as meeting name, task owner name, task name, status, priority, start, end and due dates for the tasks and tasks counts are available for reporting.
The Time dimension allows reporting on the task details based on various time periods. | • What percentage of workers have completed vs not completed the tasks assigned to them in the organization?
• Can I report on the various tasks and the assignment counts of these to the workers for a specific talent review meeting? | Navigator -> Talent Review -> <Meeting Name> -> Manage Notes and Tasks | Yes | "Task Details.Start Date" | |
Workforce Management - Reported Time Cards Real Time | This subject area provides real-time data, including web clock and other time collection device entries, from reported worker time cards. Data available for reporting includes status, dates, manager, and project name. Time card details also available for reporting include ID, start and end dates, number of time cards created within the period, number of reported hours, and time card status.
Use the Time dimension to report over a period. Metrics related to worker absence information is also available for reporting. | • What percentage of the workers have created time cards for a specific period?
• What is the breakdown of the various hours reported in the time cards like reported, absence, labor, overtime hours? | | No | "Reported Time Card Details.Time Card Creation Date" | |
Workforce Management - Processed Time Cards Real Time | This subject area provides real-time data, including web clock and other time collection device entries, from processed worker time cards for comparison with reported time cards. Processed details available for reporting include calculated date, time entry status for transfer to payroll, and calculated hours.
Use the Time dimension to report on processing details over a period | • What is the ratio of processed to reported time cards?
• What percentage of reported hours were approved as payroll hours? | | No | "Processed Time Card Details.Time Card Creation Date" | |
Workforce Management - Historical Reported Time Cards Real Time | This subject area supports reporting on time cards created from all types of time entry like punch, and duration for employees and contingent workforce. The time cards associated with the various employee projects are available for reporting along with the status, dates, manager, and project name. The time card details like ID, start and end dates, number of time cards created within the period, number of hours reported, the status of the time card can be reported. Use the Time dimension to report over a time period. Metrics related to absence information of the worker is also available for reporting.
This subject area allows reporting on the historical time cards created by the workers.Workers can create time cards, enter data, save, and submit the time cards. A snapshot of the time card is taken each time the worker does an activity on the time card. For example, a snapshot is taken whenever the user status on the time cards is changed.
You can report on the ‘snapshot’ history of the worker time cards.
The history related to worker time cards, projects worked, absence entries, reported hours, and statuses, can also be reported. | • What is the trend of the time cards created and submitted over the last 5 years?
• Which business units have maintained a ratio of 90 percent and above in submitting their time cards consistently? | | Yes | ."Historical Reported Time Card Details.Time Card Creation Date" | |
Workforce Management - Historical Processed Time Cards Real Time | This subject area can be used to report on the time cards processed. The time cards reported versus processed can be compared. The time cards processed details such as calculated date, time entry status to payroll transfer, and processed hours are available for reporting. Use the Time dimension to report on the time cards processing details over a time period.
This subject area also allows reporting on historical processed time cards.
The time cards reported by the workers can be based on the snap shots of various user status criteria. These time cards are processed based on the various versions.
Historical Time cards and processed hours associated with projects, payroll and absences of the workers is also available for reporting. | • What percentage of the reported hours were processed and transferred to payroll during the last two years?
• Which projects had the maximum billable hours over the last few years? | | Yes | "Historical Processed Time Card Details.Time Card Creation Date" | |
Workforce Management - Scheduler Profiles Real Time | This subject area provides real-time schedule management data to support schedule adaptions to meet forecasted workload demand.
Report on the managers who manage planned and published schedules as well as schedulers assigned to act on behalf of managers. Also report on data such as scheduler profile name, description, and effective start and end dates. | | | No | | |
Workforce Management - Planned Schedules Real Time | This subject area provides real-time planned schedules data. Report on planned schedule details per manager, such as the schedule start and end dates, shift types, and shift start and end times. Also report on details such as the schedule profile name, group manager, and worker details. | • For a given scheduling group, how many resources are required on a specific date or over a specific range of dates?
• For a given scheduling group, how many resources are scheduled on a specific date or over a specific range of dates?
• For a given scheduling group, what is the staffing difference on a specific date or over a specific range of dates?
• For a given worker, how many hours are scheduled on a specific date or over a specific range of dates?
• For a given scheduling group, how many hours are scheduled on a specific date or over a specific range of dates?
• For a given scheduling group, on a specific date or over a specific range of dates, list the workers where their scheduled hours are greater or less than reported hours (where time cards exists), and the difference between the times.
• List the workers and their shifts for the specified date range.
• List the workers and their shifts that end within the specified time period on the specified date.
• List schedule details and details about shifts and workers associated with the planned schedules. | | No | ."Planned Schedule Details.Schedule Start Time" | |
Workforce Management - Published Schedules Real Time | This subject area provides real-time published schedules data. Report on published schedule details per manager, such as the schedule start and end dates, shift types, and shift start and end times. Also report on details such as the schedule profile name, group manager, and worker details. Compare planned and published schedules. | • For a given scheduling group, how many resources are required on a specific date or over a specific range of dates?
• For a given scheduling group, how many resources are scheduled on a specific date or over a specific range of dates?
• For a given scheduling group, what is the staffing difference on a specific date or over a specific range of dates?
• For a given worker, how many hours are scheduled on a specific date or over a specific range of dates?
• For a given scheduling group, how many hours are scheduled on a specific date or over a specific range of dates?
• For a given scheduling group, on a specific date or over a specific range of dates, list the workers where their scheduled hours are greater or less than reported hours (where time cards exists), and the difference between the times.
• List the workers and their shifts for the specified date range.
• List the workers and their shifts that end within the specified time period on the specified date.
• List schedule details and details about shifts and workers associated with the published schedules. | | No | ."Published Schedule Details.Schedule Start Time" | |
Workforce Learning - Learning Management Real Time | This subject area provides real time information on learning items, learning events, learning assignments, owners of the learning items and the actual learners. Learning items can be of type course, tutorial, class, or video. Learning items can be assigned to the workers by the manager/HR/Peer or can be self driven. Metrics available for reporting include Learning Item count, Recommended count, Require count, and Attempt count.
The Time dimension on the Learning Items folder allows your to report on all the learning items and related information for the workers across time periods. | • Which learning items are the most popular, i.e. the most number of attempted/completed count during the year?
• Which learning item has the least successfully completed rate?
• Which BU's produce maximum number of learning items during the quarter?
• Can i get the comparison for a learning by recommended , like, attempted and completed counts? | Navigator -> Learning -> Manage Catalog
Navigator -> Learning -> Manage Learning Assignment | Yes | "Time - Learning Item Creation Date"."Date" | |
Human Capital Management - Approval Notification Archive Real Time | This subject area provides real time information on completed approvals of various tasks transactions that are part of Fusion HCM. The tasks transactions comprise from various categories like compensation, payroll, core hr, absence/accrual, talent management and so on.
In Release 12, only the completed tasks are rendered.
The information that is available for reporting includes the business process name, category, who initiated the approval, task details like number, description, initiation date, status, each approver the task was assigned to, and assigned by, expiration date, count of tasks and so on.
The ‘Transaction ID’ attribute can be used to get details of the transaction from other subject areas. For example: ‘Transaction ID’ corresponds to ‘Assignment ID’ in the Assignment Event approval task. The Assignment ID provides details of the corresponding history changes of the event.
The Time dimension allows reporting on various approval notification tasks based on various time periods. | • What is the average time taken across task categories between the initiation and completion of tasks during the current month?
• List the business processes and the corresponding count of tasks against them. | | Yes | "Approval Notification Details.Initiated Date" | |
