Getting Started with the Human Resources Model
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. Please note that you need to install the Jedox platform and the Demo content before installing models with 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:
- Open Modeler > [Database Name] > Dimensions or Cubes > [Dimension's or Cube's name] and choose
Upload file
from the context menu. - The Dimension/Cube Upload Wizard opens which guides you through the steps.
- Select the modified copy of the workbook from your local file system. For details, see Uploading and Downloading Dimensions.
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 |
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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 |
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.
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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.
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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.
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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 |
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12. Configure Workflow |
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13. Add Logo |
Replace the Jedox logo within the web reports to your company logo. See Configuring Design Elements. |
14. 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:
15. 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. |
16. 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.
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17. 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. |
18. Do Mid-Term Planning |
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19. Create your Budget |
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20. Make your Forecast |
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Updated November 4, 2024