Managing Workforce Forecast – Limited Access 

Purpose

You create a forecast to calculate the expected overall business volume and workload at a location. The process uses the location’s activity together with tagged history information to establish trends. The corporate manager releases requests for forecast processing. Location managers then have the opportunity to tune this data to ensure that it accurately reflects the current business situation. After the volume forecast is generated, it projects the workload, and the number of employees needed per work area for each quarter hour.

 

Process Flow

The following process takes place in SAP CRM.

       1.      System receives historical data

The system uses historical data for forecasting. You must load this historical data from your internal systems before forecasting.

       2.      Maintain volume data

The corporate manager selects the week for which the forecast is to be generated and creates a batch calculation request for one or more locations.

       3.      Define forecast parameters

Location managers enter special tagged history (or apply a forecast template containing this information) to be used within the forecast for all indicator groups by choosing Workforce Deployment ® Forecasting ® Forecast Parameters.

       4.      Submit forecast calculation requests

The corporate manager launches the forecast requests as batches as a standard SAP background calculation processing request. The system generates a volume forecast and a demand forecast based on the historical week generation template parameters for each indicator group at a location. The volume forecast drives the expected business activity; the demand forecast drives the workload.

       5.      Monitor status of forecast calculation requests

The corporate manager monitors the status through the calculation status page by choosing CS Admin ® Workforce Management ® Server Administration ® Batch Requests.

       6.      Adjust volume indicator forecast

After the forecast is completed, the location manager reviews the volume indicator forecast by accessing the view/modify forecast page by choosing Workforce Deployment ® Forecasts ® View/Modify Forecast. This is also where location managers update the forecast with their changes.

       7.      Review workload against budget

The location manager can also review the workload based on the volume forecast by choosing Workforce Deployment ® Forecasts ® Workload.

       8.      Submit workload changes