FORCES Compensation Work Bench

Introductions

Basic setups and functionality

Eligibility Rules

Interaction with Grade / Progression Ladders

JEA case study

Next Steps

Basic Setups and FunctionalityOracle Compensation Workbench (CWB) provides a web–based solution for determining and allocating compensation awards, including: Salary increases (Annual Merit Increases) Bonus Allocations Stock options Allocations Vehicle Mileage PaymentsCWB is setup for managers to use to evaluate and make compensation decisions. Allocation of compensation may depend on factors such as current salary, grade, position, time since last pay raise, and other factors Typically CWB had following major tasks

Set Budgets Job Changes/Promotions Performance Ratings Allocate Compensation Manage Approvals Review and Submit Employee Statements

Basic Setups and FunctionalityMajor steps in implementing Compensation Work Bench Distribution Elements Fast Formulas for calculation Derived Factors(Compensation level, Percent of full-time employment, Hours worked in period, Age, Length of service

, Combination age and length of service) Eligibility Profiles(employee eligibility for compensation and benefits plans, entitlements in collective agreements,

eligibility for grade/step progression, eligibility for various work schedules, and so on) Life Event Reasons Program Plan Type Options(Optional) Plan Years Plans(Basic, Combination, Component) Plan Enrollment requirements Standard Rates Approval Hierarchy(Seeded Supervisor Hierarchy or AME etc) SSHR Menus / Worksheet Personalization's

Basic Setups and FunctionalitySteps to Administer Compensation Workbench Plans Batch Enrollment - Grade / Step Progression(Process for Grade Ladder) Participation Process: Grade Step Back Out Grade/Step Life Events Recalculate Participant Values: Grade/Step Progression(Moves from one grade to another grade step) Run the Participation Process: Compensation Workbench(Single Employee) or concurrent program.(Compensation

objects other than Grade Steps) Run the Compensation Workbench Back-out Life Events process to remove the results of the Participation Process(In

Case of Errors for Compensation objects other than Grade Steps) Line managers use Compensation Workbench to enter compensation awards.(Optional) Run the Progress Report to monitor the progress of the compensation cycle for a specific availability period and

plan(Compensation objects other than Grade Steps) Run the Compensation Workbench Refresh Process to refresh employee or plan design data in Compensation

Workbench(Compensation objects other than Grade Steps) Run the Compensation Workbench Mass Notification Process to generate approval notice and other

notifications(Compensation objects other than Grade Steps) Run the Compensation Workbench Post Process(Compensation objects other than Grade Steps). Run the Close Compensation Enrollments Process(Compensation objects other than Grade Steps)

Basic Setups and FunctionalityReports

Report Name Use

Compensation Detail Managers and Administrators use this report to view details of a compensation plan in a single report. The report displays a summary of employees receiving compensation under the plan, details about their award, and assignment information.

Combined Plan View Managers and administrators use this to compare results of different compensation plans in one report

Employee Stock Option History Report Managers and administrators use this report to view stock option history for current employees, including an estimated walk-away value at a summary and employee level.

Flexible Summary Managers use this to view summarized compensation information for each direct report. Use this to view allocations you made for example, allocations for a country or a job.

Administration Progress Report Administrators use this report to obtain a progress report for any global plan after running the Participation Process: Compensation Workbench , during the allocation period, or after running the compensation post process.

Employee Compensation History Report Managers use this to view the compensation history for an employee irrespective of the current compensation period.

Audit History Report Administrators use this report to track changes managers make to records in CWB. The report tracks changes such as Update Stated Salary and Update Performance Rating.

Manager Feedback Report Administrators use this report to view consolidated manager feedback about the Compensation Workbench system. The report provides a summary region that provides the count of managers who rated Compensation Workbench.

Salary Statistics Report High-level managers and HR Professionals use this report to get an insight into the details of the enterprise's salary expenses. The report provides details of the total salaries, mean and median salaries, growth of salaries over time. The report also displays how salaries line up against defined measures such as grade ranges or market data.

Post Process Run Reports Compensation administrators use this report to view details of the Compensation Workbench: Post Process, including the following additional reports: • Post Process Audit Report - displays all successes and failures on the post process, showing local and corporate currency amounts.

• Post Process Summary Report - displays a summary of data proposed in CWB versus the actual data posted to Oracle HRMS.

• Post Process Error Report - this displays a list of the people evaluated by the process, for whom the post process displayed an error or warning, and the accompanying error message.

Basic Setups and FunctionalityProgram

Plan Type

Plan

Option

Activity Rates Element

Eligibility Profiles

Employees

Eligibility RuleEligibility is one of the most important functionalities in Compensation Workbench. It determines, whether a person is eligible for any particular Compensation object or not. It is also used to determine Rates in some cases. Hence it is always referred to as "Participation and Rate Eligibility"

Eligibility Rules can be defined using Participation Eligibility Profile window Others>Rule

Rule:We can create Fast Formula as a Rule to return Y and N. Unlike all other Tabs, this tab is counted as an AND. If all the Fast Formulas Pass, its pass, else fail.

Interaction With Grade / Progression LaddersParticipation Eligibility Profiles window is used to define an eligibility profile with an effective start date of business choice. Before defining the profile, define any derived factors (such as length of service or compensation level), or create new eligibility criteria, that you plan to use as eligibility criteria.

You can use eligibility profiles to determine: • employee eligibility for compensation and benefits plans• entitlements in collective agreements• eligibility for grade/step progression• eligibility for various work schedules, and so onThe Grade/Step Progression approach, enables you to group together grades and grade steps into a Grade Ladder and then define system-based rules for the automatic progression of your employees on these grades and steps. You can also update employee salary automatically whenever these is a grade or step change.

JEA Case StudyGrade Ladder Definition: XX JEA CS

JEA Case StudyGrade Ladder Definition (Contd.): XX JEA CS

JEA Case StudyGrade Ladder Definition (Contd. With Grades Creation): XX JEA CS

Click to add Grade

JEA Case StudyGrade Ladder Definition (Contd. With Grade Steps Creation): XX JEA CS

Click to add Steps Click to Enter Rate

JEA Case StudyGrade Ladder Definition (Contd. With Progression Rules (with Eligibility Profile) Creation): XX JEA CS

JEA Case StudyGrade Ladder Definition (Contd. With Progression Rules (with Eligibility Profile) Creation): XX JEA CS

JEA Case StudyGrade Ladder Definition (Contd. With Review and Submit): XX JEA CS

JEA Case StudySample Employee on Grade Step:

JEA Case StudySubmit Participation Process: Grade Step

JEA Case StudyVerify Potential Life Event Grade Step Progression

JEA Case StudyVerify Life Event Grade Step Progression

JEA Case StudySample Employee on Grade Step with Updated Salary:

JEA Case StudyDefine Program/ Plan Years:

JEA Case Study

Life Event: Grade Step Progression

JEA Case StudyEligibility Profile Definition:

JEA Case Study

Program Definition: XX JEA CS Plan: Plan Details Plan Periods

JEA Case Study

Plan Definition: ORC.2.2 Plan Details Plan Periods