Analyze workforce data

Analyze workforce data to support business decisions about employee costs and benefits.

After you publish a workforce plan, you can analyze its data in the Workforce database using Flex Modes. Each plan is published as a separate stream named to match the plan.

If you have access to the Workforce database, it displays in the list of databases under Flex Modes in the Phocas navigation menu.

1. In the Phocas navigation menu, open Flex Modes and click Workforce.
2. If several workforce plans have been published, select the required plan from the Stream menu. The plan's data displays in the grid.

If you're not familiar with Flex Modes, see Take a tour of Flex Modes for an overview.

How the data is structured

When you publish a workforce plan, its employee information, measures, and other data are structured in the Workforce database as follows.

Employee data

Each employee is published as an entity in the Employee dimension, with their unique employee ID as the Code. The employee name is published as a property of the Employee dimension.

Employee dimension view of the workforce plan data

Remuneration data (measures)

Each remuneration measure, such as Salary, Bonus, Commission, and Pension, is published as an individual measure. A Total measure is also published to display the sum of all remuneration measures.

Measures menu

The measures are also published as entities in the Measure dimension, giving you additional flexibility when analyzing the data.

Measure dimension view of the workforce plan data

The Measure dimension uses system-generated codes. When you view this dimension, to make the data easier to read, use the Properties menu to hide Code and show Name instead.

Custom data

Custom properties from the workforce plan are published as transaction properties in the Workforce database. You can view them in transaction view only.

Analysis examples

Because measures are published both as individual measures and as entities in the Measure dimension, you have two ways to drill down into the data.

View measures vertically

This view is useful for analyzing the components of each employee's remuneration across time.

1. Drag the Employee and Measure dimensions into the Nest view dropzone.
2. Select the Total measure from the Measures menu.
3. Expand an employee row in the grid. Each remuneration component and each benefit displays as a row, so you can see exactly what makes up total remuneration for each employee.

Nested view of employee and remuneration data

View measures side-by-side

This view is useful for comparing specific measures across employees or other dimensions. Don't include the Total measure, as this would double-count the values.

1. Use the Measures menu to select the measures you want to view in the grid.
2. Click the Employee dimension.