Creating Scenarios

Use the Organizational Modeling functionality of Classic Nakisa HR Suite to create models of your company structure to immediately visualize the impacts of change on your organization. You can create and use scenarios to respond to different organizational needs. There are three different scenario types that you can create in Classic Nakisa HR Suite, depending on your business needs: Team Designs, Org Designs, and Org Mergers.

Note: Your ability to create any of these scenario types are determined by your role in Classic Nakisa HR Suite as well as the licensing purchased by your organization.

  • Create Team Designs to define smaller teams within your organization, say for a specific task. Team Designs have a subset of analytics, and you can easily drag and drop nodes around in the scenario to reflect how you want your team structured. After creation, Team Designs are represented by the Team Design icon .
  • Create Org Designs when you want to reorganize some or all of your organization. Depending on how your Classic Nakisa HR Suite administrator configured your scenario environments, your Org Designs may have measurable targets and the ability to assign work areas to other users. Org Designs have access to all of the analytics available to your source data, and may be written back to your source, in some environments. After creation, Org Designs are represented by the Org Design icon .
  • Create Org Merger Scenarios for your mergers, acquisitions, and divestitures. While creating the scenario, you import the data from the company being acquired, then work with it just like any other scenario. Like with Org Designs, Org Mergers may have targets and work area assignments. You can use all of the analytics available to your source data, and they may be written back to your source, in some environments. After creation, Org Merger scenarios are represented by the Merger icon .

Creating a Scenario from the My Scenarios page:

  1. Click the Main menu and select My Scenarios.
  2. Click Create Scenario.
  3. Note: You can also create a scenario from the node menu of the position or org unit node that contains the organization you want to restructure.

  4. Enter the name of the scenario you want to create.
  5. Note: You cannot use special characters in scenario names.

  6. Select the type of scenario you want to create from the Type drop-down menu. Choose Team Design, Org Design, or Org Merger.
  7. Choose whether you want to create your scenario from a specific node (if you did not do so in step 2), the whole scenario, or to create a blank scenario.
  8. Tick the Default Work Area check box if you want to set the entire scenario as the work area and assign it to yourself. This step is not required if your Classic Nakisa HR Suite administrator chose the "Scenario Share" model.
  9. Note: You will not be able to assign the default work area to yourself if you base your scenario on the entire data set. There may be multiple roots in your data set, and only one root can be assigned at a time.

    Note: If you plan to work with succession planning, you must select the entire data set. You will not be able to use this Default Work Area functionality and instead, must assign the work area to yourself after you create your scenario.

  10. Set the date you want the changes from this scenario to become active in your organization in the Key Date field, if your environment supports key date functionality and you want to have this scenario become active on a specific date.
  11. Enter a description of the scenario, if needed.
  12. Click Create. The scenario will appear on the My Scenarios page indicated by the appropriate icon.
  13. If you created an Org Merger scenario or a blank scenario, upload the data you need. See the best practices on preparing this data for import.

Note: If you have a large organization and are creating multiple scenarios, you might encounter disk space issues on your database or Elastic Search server. While the requirements for creating scenarios are not that large (roughly 1MB per 500 records on the Elastic Search server and 1MB for every 5,000 records on the database server), those can add up over time. Because the scenarios created in your environment use shared resources, verify with your Nakisa administrator that there are sufficient resources for your scenarios.

Once the scenario is created you can:

  • Sync your scenario data with your source data early and often!
  • Add Targets and Objectives, if available and needed
  • Load a structure
  • Assign work areas to other authorized users, if available needed
  • Change the background colors of nodes to make them easy to distinguish
  • Create and clone objects, edit objects, delete or delimit objects, and move objects
  • View the analytics for each change in your scenario
  • Analyze the reports that help you understand the changes made in your scenario
  • Writeback the changes you made in your structure to your HRIS, in some environments

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