Managing Total Compensation Using Oracle HRMS (NZ) Managing Total Compensation Using Oracle HRMS (NZ)

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  • Managing Total Compensation Using Oracle� HRMS (NZ) RELEASE 11i VOLUME 4

    October 2001

  • Managing Total Compensation Using Oracle� HRMS (NZ) Release 11i

    The part number for this book is A95251_01. The part number for this set is A95256–01. Copyright � 1996, 2000, 2001 Oracle Corporation. All rights reserved.

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

    Contributors: Kevin Kelley, Martin Bocutt.

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  • iiiContents

    Contents

    Preface Preface xv. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Audience for This Guide xvi. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . How To Use This Guide xvi. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Do Not Use Database Tools to Modify Oracle Applications Data xxv. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . About Oracle xxv. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Your Feedback xxvi. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

    Chapter 1 Total Compensation Elements Setup 1 – 1. . . . . . . . . . . . . . . . . . . . . . . Compensation Management 1 – 2. . . . . . . . . . . . . . . . . . . . . . . . . . . Payroll Management 1 – 4. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

    Total Compensation Elements 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. . . . . . . . . . . . . . . . . . . . . Compensation Entry: Making It Fast and Reliable 1 – 14. . . . . . . . Formulas and Payroll Run Results 1 – 19. . . . . . . . . . . . . . . . . . . . . . Pay Values 1 – 21. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Element Classifications and Processing Sequence 1 – 22. . . . . . . . .

    Predefined Elements 1 – 24. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Survey of the Classifications 1 – 26. . . . . . . . . . . . . . . . . . . . . . . . . . . Compensation Policy Changes 1 – 30. . . . . . . . . . . . . . . . . . . . . . . . . Defining an Element 1 – 32. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Defining an Element’s Input Values 1 – 38. . . . . . . . . . . . . . . . . . . . . Defining Frequency Rules 1 – 40. . . . . . . . . . . . . . . . . . . . . . . . . . . . .

  • iv Managing Total Compensation Using Oracle HRMS (NZ)

    Deleting an Element 1 – 41. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Defining Element Links 1 – 42. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Defining Formula Processing and Result Rules 1 – 45. . . . . . . . . . . Running the Element Link Details Report 1 – 48. . . . . . . . . . . . . . . .

    Payroll Balances 1 – 49. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Defining Secondary Element Classifications 1 – 51. . . . . . . . . . . . . . Creating Balance Feeds for Individual Elements 1 – 52. . . . . . . . . . Creating Classes of Balance Feeds 1 – 53. . . . . . . . . . . . . . . . . . . . . . Defining User Balances 1 – 54. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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

    Selecting a Date for Compensation Entries 2 – 5. . . . . . . . . . . . . . . Making Manual Element Entries 2 – 6. . . . . . . . . . . . . . . . . . . . . . . Adjusting a Pay Value 2 – 8. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Deleting Element Entries 2 – 10. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Listing Employees by Element 2 – 11. . . . . . . . . . . . . . . . . . . . . . . . . Viewing Element Entry History 2 – 12. . . . . . . . . . . . . . . . . . . . . . . . Third Party Payments 2 – 13. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Making Third Party Payments 2 – 14. . . . . . . . . . . . . . . . . . . . . . . . .

    BEE (Batch Element Entry) 2 – 15. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Making Batch Element Entries Using BEE 2 – 18. . . . . . . . . . . . . . . Entering a Batch Header 2 – 20. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Setting Up BEE Validation Using Control Totals 2 – 22. . . . . . . . . . Creating the Same Line for Several Assignments 2 – 23. . . . . . . . . . Creating Several Lines for One Assignment 2 – 24. . . . . . . . . . . . . . Creating or Editing Individual Batch Lines 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 – 30. . . . . . . . . . . . . . . . . . . Processing Multiple BEE Batches Together 2 – 31. . . . . . . . . . . . . . . Rolling Back a BEE Process 2 – 32. . . . . . . . . . . . . . . . . . . . . . . . . . . .

    Chapter 3 Setup Overview for Standard and Advanced Benefits 3 – 1. . . . . . . Standard and Advanced Benefits Implementation 3 – 2. . . . . . . . Standard Benefits Implementation 3 – 2. . . . . . . . . . . . . . . . . . . . . . Advanced Benefits Implementation 3 – 3. . . . . . . . . . . . . . . . . . . . . Standard Benefits Setup: Overview 3 – 5. . . . . . . . . . . . . . . . . . . . . Advanced Benefits Setup: Overview 3 – 6. . . . . . . . . . . . . . . . . . . .

  • vContents

    Chapter 4 Plan Design 4 – 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Reimbursement Plans 4 – 8. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Special Requirements for Plan Design 4 – 9. . . . . . . . . . . . . . . . . . .

    Programs 4 – 11. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Defining a Benefits Program 4 – 11. . . . . . . . . . . . . . . . . . . . . . . . . . . Associating Plans and Plan Types with a Program 4 – 14. . . . . . . . Defining Waive Reasons for Plan Types in a Program (Advanced Benefits) 4 – 16. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Defining Participation Eligibility Criteria for a Compensation Object 4 – 17. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Associating a Life Event Reason with a Compensation Object (Advanced Benefits) 4 – 19. . . . . . . . . . . . . . . . . . .