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OOTB Workforce Forecast calculation with closed Actuals in Forecast and having YTD thresholds

edited Sep 28, 2026 8:25AM in Planning

Summary:

For Forecast OOTB Workforce, the scenario is:

  • Closed months should contain Actual payroll compensation.
  • Open months should contain calculated Workforce Forecast.
  • We also need closed-month Actual compensation history available because some Earnings, Benefits and Taxes use YTD / threshold / maximum calculations.

The challenge is with the OOTB Workforce placeholder accounts such as OWP_Earning1, OWP_Earning2, OWP_Earning3, etc.

The same business compensation component does not necessarily sit on the same OWP_EarningN member for every employee.

Example:

Emp1:
Bonus = OWP_Earning1
Car allownace = OWP_Earning2
Special Allowance = OWP_Earning3

Emp2:
Bonus= OWP_Earning1
Special Allowance = OWP_Earning2

So Special Allowance cannot simply be mapped globally to OWP_Earning3.

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