Getting Started with the Human Resources Model

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Return to Human Resources Model Overview

To get familiar with the Human Resources model you can install it with a sample configuration which includes sample data. You can find directions on how to configure the model with sample data in Setting Up the Human Resources Model. The model can also be set up without sample data. Follow the steps below to configure the model and populate it with your company’s data.

The steps below explain how to configure the model and populate it with your own data.

Note that the instructions below are based on using an Excel workbook to collect relevant data and figures into worksheets and uploading them into the Jedox database. Jedox offers you a variety of ways to achieve the same goal, e.g. editing elements manually in the Modeler, defining a job in the Integrator to connect to your ERP. In the context of this article, we’ll stick to using the Excel workbook – feel free to use the most appropriate method for your needs.

The Human Resources model comes with an Excel Workbook containing a sample configuration as well as sample data. You will find this in Jedox Web > Report Designer > Models > Human Resources/Files/Sample Data/Human Resources sample data. Save a copy of this workbook (using Export from the context menu) locally, edit it to replace the sample configuration and data with your own. 

You can configure dimensions, as well as cubes by uploading your modified Excel workbook into the model you’re working with via the steps below:

  1. Open Modeler > [Database Name] > Dimensions or Cubes > [Dimension’s or Cube’s name] and choose Upload file from the context menu.
  2. The Dimension/Cube Upload Wizard opens which guides you through the steps. 
  3. Select the modified copy of the workbook from your local file system. For details, see Dimension and Cube Interfaces.

Use the essential steps below for configuring the model and modifying individual worksheets in the Excel workbook:

1. Set up Model

Install the model without sample data. For directions, see Setting Up the Human Resources Model.

2. Set up Languages

  1. Remove unnecessary languages from the model by going to Modeler > [Database Name] > Internationalization and selecting the language(s) you would like to remove and then Delete (-). Once the languages are removed from the model, attributes in the workbook using that language can be ignored. Columns that have been localized will have the default attribute name followed by an @ symbol with the country code for the language in the format xx_XX. For example, attribute Label in the Version worksheet has localized columns Label@de_DELabel@fr_FR, and Label@es_ES for translations in German, French, and Spanish respectively.
  2. To add a language go to Modeler > [Database Name] > Internationalization and then New (+) to select the language you would like to add from the menu. Once the new language has been added, go to the worksheet of the dimensions and cubes you would like to update with the translations for the new language. For example, to add a new column to the worksheet for the Version dimension of the Name attribute in Portuguese (Brazil), you’d add Name@pt_BR.

3. Add Legal Entities

Legal Entity is a required dimension for the presentation of reports, it identifies a company or a group of companies within a report. You can edit it within the Legal Entity worksheet and upload it to the Legal Entity dimension with the upload wizard. If you only have one legal entity, you still have to use this dimension, populate it with the single entity that you have. Use the standard settings provided by the upload wizard to populate this dimension. Make sure that the Currency attribute is populated with local currencies.

4.  Add Cost Centers

 Cost Centers are a part of your organization where costs can be charged for accounting purposes. You can add them to your Cost Center model by updating the Cost Center worksheet. Upload the worksheets to the Cost Center dimension within the model. Make sure to add your company Cost Center hierarchy to the worksheets under the :parent and :child columns. Use the standard settings provided by the upload wizard to populate this dimension.  

5.  Add Regions

Regions are made up of countries, states, provinces or other regional entities that are used to calculate your company personnel costs. You can add them to your Human Resources model by updating the Region worksheet. Upload the worksheets to the Region dimension within the model. Make sure to add your company regional hierarchy to the worksheets under the :parent and :child columns. Use the standard settings provided by the upload wizard to populate this dimension.  

6.  Add Employees

You can add employees to your Human Resources Model by updating the Employee worksheet. Upload the worksheet to the Employee dimension within the model. Make sure to add your company employee hierarchy to the worksheet under the :parent and :child columns. Use the standard settings provided by the upload wizard to populate this dimension. 

7.  Add Employee Categories

Employee categories describe the employment status (e.g. Full Time, Part Time, or Temporary Worker) of your workers and are used to calculate your company personnel costs. You can add employees to your Human Resources Model by updating the Employee Category worksheet. Upload the worksheet to the Employee Category dimension within the model. Make sure to add your company employee category hierarchy to the worksheet under the :parent and :child columns. Use the standard settings provided by the upload wizard to populate this dimension. 

8.  Configure Personnel Costs Measures

Personnel Costs measures describe the total remuneration payable to employees, including the parameters to calculate them. You can add Personnel Costs measures to your Human Resources Model by updating the  Personnel Costs_measure worksheet. Upload the worksheets to the Personnel Costs_measure dimension within the model. Make sure to add your company personnel costs measure hierarchy to the worksheet under the :parent and :child columns. Use the standard settings provided by the upload wizard to populate this dimension. 

9. Configure Personnel Cost Parameter Measures

Personnel Costs Parameter measures contains a flat list of parameters related to limits on plans and insurance rates. These parameters are child parameters of the Personnel Costs Measures. You can add Personnel Costs Parameter measures to your Human Resources Model by updating the  Personnel Costs Param_measure worksheet. Upload the worksheets to the Personnel Costs Parameters_measure dimension within the model. Make sure to add your company personnel costs parameter measure hierarchy to the worksheet under the :parent and :child columns. When using the upload wizard, type in the worksheet name Personnel Costs Param_measure into the Range field of the main settings. 

10. Adjust Time Span

The time span of the model can be adjusted to fit your organization’s historical data and planning horizon in the Time Editor tab of the Month dimension.

11. Change Forecast Versions

  1. The elements in the Version dimension helps you to compare figures for reporting and planning. A minimum of two forecast elements are required.
  2. The Actual Months attribute of the forecast elements must have a value between 1 and 11.  
  3. To upload the Version worksheet of the workbook, set the hierarchy to Full hierarchy and the column headers must be mapped to their correct attributes by selecting the header label in gray within the upload wizard.

12. Add Logo

Replace the Jedox logo within the web reports to your company logo. See Configuring Design Elements.

13. Change Cell Styles 

Modify the default cell styles within the web reports to your company style. See Configuring Design Elements.

At this point basic configuration is complete! Follow the steps below to use the models:

14. Initial Data Import

To import actual figures (e.g. historical data up to the most recent month) and the existing plans, use Upload file on the Personnel Costs and Personnel Cost Parameters cubes. Choose Denormalized (by Measure) for the mode.

15. Import Actual Figures

To import actual figures on a monthly basis you can use the Personnel Costs and Personnel Cost Parameters cubes. This is a quick way to get started, but if you want, for example, to enable daily reporting, you can extend this functionality by using an Integrator job that connects directly to your finance system or ERP and loads in automatically. 

16. Review the Actual Figures

 Use the Human Resources Actual, Human Resources Legal Entity Breakdown or Human Resources Time Series reports to review current reporting positions in local currencies.

17. Do Mid-Term Planning

 

  1. You can use the Human Resources Workflow Administration form to monitor changes made by user groups during a certain time period. To collect data without monitoring the workflow move on to step d.  Open Modeler > [Database Name] > Dimensions > _WF Task dimension to create a new element of the form “Human Resources Mid-Term Planning yyyy – yyyy+2” where yyyy is the first and yyyy+2 is the last of your three year mid-term planning time span.
  2. Open the Human Resources Workflow Administration form, select the workflow task you created from the drop-down list, then select the symbol for further details () which opens a pop-up screen where you’ll be able to define the workflow task properties:
      Set Cube to “Personnel Costs”, Step Dimension to “Cost Center” and Workflow Type to “WF_Approval_Activities”. You can set a due date and assignments (i.e. select Data Entry, Review or Revise options) using the further details button () for particular elements on the same form. Close the Human Resources Workflow Tasks form which has automatically saved your entries.
  3. Back on the Human Resources Workflow Administration form press the Play button () in the form to begin the task.
  4.  Use the Human Resources Mid-Term Planning input screen to create and adjust the plan across multiple years.

18. Create your Budget

 

  1. You can use the Human Resources Workflow Administration form to monitor changes made by user groups during a certain time period. To collect data without monitoring the workflow move on to step d.  Open Modeler > [Database Name] > Dimensions > _WF Task dimension to create a new element of the form “Human Resources Budget yyyy” where yyyy is the budget year.  
  2. See 17b
  3.  See 17c
  4. Use the Human Resources Headcount, Human Resources Wages and Salaries, Human Resources Parameters, or Human Resources Non-Wage Labour Costs input screens to prepare your company budget.

19. Do your Forecast

 

  1. You can use the Human Resources Workflow Administration form to monitor changes made by user groups during a certain time period. To collect data without monitoring the workflow move on to step e.  Open Modeler > [Database Name] > Dimensions >  _WF Task dimension to create a new element of the form “Human Resources Forecast-Version yyyy” where Forecast-Version is the appropriate forecast element of the Version dimension and yyyy is the forecast year.
  2. See 17b
  3. See 17c
  4. Use the Human Resources Headcount, Human Resources Wages and Salaries, Human Resources Parameters, or Human Resources Non-Wage Labour Costs input screens to make updates.

 

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