Managing Compensation and Benefits using Oracle Managing Compensation and Benefits Using Oracle HRMS

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  • Managing Compensation and Benefits Using Oracle� HRMS (UK) RELEASE 11i VOLUME 4

    January 2000

  • Managing Compensation and Benefits Using Oracle� HRMS (UK) Release 11i

    The part number for this book is A73293–01. The part number for this set is A77152–01. Copyright � 1996, 2000 Oracle Corporation. All rights reserved.

    Major Contributors: Keith Ekiss, Juliette Fleming, Rebecca Peters, Louise Raffo, Mark Rowe.

    Contributors: Kevin Kelley, Martin Bocutt.

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  • iContents

    Contents

    Preface Preface xiii. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Audience for This Guide xiv. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . How To Use This Guide xiv. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Finding Out What’s New xv. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Other Information Sources xvi. . . . . . . . . . . . . . . . . . . . . . . . . . . . . Do Not Use Database Tools to Modify Oracle Applications Data xxii. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . About Oracle xxiii. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Your Feedback xxiv. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

    Chapter 1 Compensation and Benefits Setup 1 – 1. . . . . . . . . . . . . . . . . . . . . . . . . Compensation Management 1 – 2. . . . . . . . . . . . . . . . . . . . . . . . . . . Payroll Management 1 – 4. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Compensation and Benefits Setup Overview 1 – 6. . . . . . . . . . . . . Elements: Building Blocks of Pay and Benefits 1 – 10. . . . . . . . . . . . Input Values: Flexible Description of Compensation 1 – 11. . . . . . Rules for Allocating Compensation 1 – 12. . . . . . . . . . . . . . . . . . . . . Formulas and Payroll Run Results 1 – 14. . . . . . . . . . . . . . . . . . . . . . Pay Values 1 – 16. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Element Classifications and Processing Sequence 1 – 17. . . . . . . . . Survey of the Classifications 1 – 19. . . . . . . . . . . . . . . . . . . . . . . . . . . Payroll Balances 1 – 22. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . UK Payroll Balance Dimensions 1 – 24. . . . . . . . . . . . . . . . . . . . . . . . Compensation Policy Changes 1 – 26. . . . . . . . . . . . . . . . . . . . . . . . . Setting Up Compensation and Benefits 1 – 28. . . . . . . . . . . . . . . . . .

  • ii Managing Compensation and Benefits Using Oracle HRMS (UK)

    Defining an Element 1 – 31. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Deleting an Element 1 – 36. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Defining an Element’s Input Values 1 – 37. . . . . . . . . . . . . . . . . . . . . Defining Frequency Rules 1 – 39. . . . . . . . . . . . . . . . . . . . . . . . . . . . . Defining Element Links 1 – 40. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Running the Element Link Details Report 1 – 43. . . . . . . . . . . . . . . . Creating Balance Dimensions 1 – 44. . . . . . . . . . . . . . . . . . . . . . . . . . Defining Secondary Element Classifications 1 – 45. . . . . . . . . . . . . . Creating Classes of Balance Feeds 1 – 46. . . . . . . . . . . . . . . . . . . . . . Defining User Balances 1 – 47. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Creating Balance Feeds for Individual Elements 1 – 49. . . . . . . . . . Uploading Initial Balances 1 – 50. . . . . . . . . . . . . . . . . . . . . . . . . . . . . Defining Formula Processing and Result Rules 1 – 51. . . . . . . . . . .

    Chapter 2 Compensation Entry and Analysis 2 – 1. . . . . . . . . . . . . . . . . . . . . . . . Compensation Entry and Analysis Overview 2 – 4. . . . . . . . . . . . . . . .

    BEE (Batch Element Entry) 2 – 5. . . . . . . . . . . . . . . . . . . . . . . . . . . . Third Party Payments 2 – 8. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Selecting a Date for Compensation Entries 2 – 9. . . . . . . . . . . . . . . Making Manual Element Entries 2 – 10. . . . . . . . . . . . . . . . . . . . . . . Adjusting a Pay Value 2 – 13. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Making Third Party Payments 2 – 15. . . . . . . . . . . . . . . . . . . . . . . . . Deleting Element Entries 2 – 16. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Making Batch Element Entries Using BEE 2 – 17. . . . . . . . . . . . . . . Entering a Batch Header 2 – 19. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Creating the Same Line for Several Assignments 2 – 21. . . . . . . . . . Creating or Editing Individual Batch Lines 2 – 23. . . . . . . . . . . . . . . Creating Several Lines for One Assignment 2 – 25. . . . . . . . . . . . . . Validating a BEE Batch 2 – 27. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Reviewing BEE Process Results 2 – 28. . . . . . . . . . . . . . . . . . . . . . . . Transferring a BEE Batch 2 – 29. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Purging a Batch From the BEE Tables 2 – 31. . . . . . . . . . . . . . . . . . . Rolling Back a BEE Process 2 – 33. . . . . . . . . . . . . . . . . . . . . . . . . . . . Viewing Element Entry History 2 – 34. . . . . . . . . . . . . . . . . . . . . . . . Listing Employees by Element 2 – 35. . . . . . . . . . . . . . . . . . . . . . . . . Element Result Listing 2 – 36. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

    Chapter 3 Total Compensation Overview 3 – 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . Standard Benefits 3 – 2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Advanced Benefits 3 – 4. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

  • iiiContents

    Standard Benefits Overview 3 – 6. . . . . . . . . . . . . . . . . . . . . . . . . . . Advanced Benefits Overview 3 – 7. . . . . . . . . . . . . . . . . . . . . . . . . .

    Chapter 4 Plan Design 4 – 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Reimbursement Plans 4 – 8. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Special Requirements for Plan Design 4 – 9. . . . . . . . . . . . . . . . . . . Defining a Benefits Program 4 – 12. . . . . . . . . . . . . . . . . . . . . . . . . . . Associating Plans and Plan Types with a Program 4 – 15. . . . . . . . Defining Waive Reasons for Plan Types in a Program 4 – 17. . . . . Defining Participation Eligibility Criteria for a Compensation Object 4 – 18. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Associating a Life Event Reason with a Compensation Object (Advanced Benefits) 4 – 20. . . . . . . . . . . . . . . . .

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