R12.x Oracle HRMS Compensation Workbench and Salary Configuration Student Guide

Transcription

1 R12.x Oracle HRMS Compensation Workbench and Salary Configuration Student Guide D60620GC10 Edition 1.0 March 2011 D71621

2 Copyright 2007, 2011 Oracle. All rights reserved. Disclaimer This document contains proprietary information and is protected by copyright and other intellectual property laws. You may copy and print this document solely for your own use in an Oracle training course. The document may not be modified or altered in any way. Except where your use constitutes "fair use" under copyright law, you may not use, share, download, upload, copy, print, display, perform, reproduce, publish, license, post, transmit, or distribute this document in whole or in part without the express authorization of Oracle. The information contained in this document is subject to change without notice. If you find any problems in the document, please report them in writing to: Oracle University, 500 Oracle Parkway, Redwood Shores, California USA. This document is not warranted to be error-free. Restricted Rights Notice If this documentation is delivered to the United States Government or anyone using the documentation on behalf of the United States Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS The U.S. Government s rights to use, modify, reproduce, release, perform, display, or disclose these training materials are restricted by the terms of the applicable Oracle license agreement and/or the applicable U.S. Government contract. Trademark Notice Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners. Author Gowri Arur Technical Contributors and Reviewers Leanne Wilborn, Kathryn Tucker, Justine Fitzsimmons This book was published using: Oracle Tutor

3 Table of Contents Introduction to Salary, Awards, and Absences Introduction to Salary, Awards, and Absences Overview Objectives Topics Salary, Awards, and Absences Administer Salaries Administer Salaries for Individuals Map Compensation Surveys Grade/Step Progression Compensation Workbench Individual Compensation Distribution Total Compensation Statement Vehicle Repository Absences and Accruals Manage Absences Compare Salaries and Analyze Trends Summary Implementing Salary Administration Implementing Salary Administration Overview Objectives Topics Salary Administration Setting Up Salary Administration Salary Elements Setting Up Salary Elements Salary Basis Salary Components Predefined Salary Components Salary Approval Authority Explicitly Approve Employee's First Salary Proposal Quiz Using Salary Administration Using Salary Administration Assign Salary Basis Enter Starting Salaries Propose Salary Changes Correcting/Deleting Salary Records Review Current Salaries Using the Salary Management Folder Web ADI and Salary Management Quiz Summary Grades and Pay Administration Grades and Pay Administration Overview Objectives Topics Using Grades to Compare Roles Grade Structure i

4 Models of Pay Administration Grade Relationships to Pay Grade Implementation - Approaches Non-Automatic Step Progression Approach Grade/Step Progression Non-Automatic SP and GSP Features - Compared Process Flow for Grade Implementation Process Flow for Grade Implementation - Individual Pay Process Flow for Grade Implementation: Group Pay - Common Pay Scale Process Flow for Grade Implementation: Group Pay - No Common Pay Scale Quiz Setting Up Non-Automatic Step Progression Setting Up Non-Automatic Step Progression Define Grades Grade Rates Pay Scales Grade Steps and Progression Points Incrementing Grade Step Placements Quiz Setting Up Grade/Step Progression Setting Up Grade/Step Progression Grade Ladder Setup Grade/Step Progression and Total Compensation Objects Grade Ladder Salary Information Grades Steps Rates Progression Rules Review and Submit Quiz Managing Grades and Pay Managing Grades and Pay Maintaining Grade Ladder Grade/Step Progression Administration Assigning Employees to a Grade Ladder Participation Process: Grade Step Automatic Approval Manual Approval Manual Progression Other Manual Changes Grade and Grade Step in Self-Service Quiz Summary Configuring Criteria-Based Rates for Variable Pay Configuring Criteria-Based Rates for Variable Pay Objectives Why Use Criteria-Based Rates? Setting Up Criteria-Based Rate Eligibility Criteria Criteria Rate Definition Setting Up Rate Matrix Quiz Summary ii

5 Performing Compensation Surveys Performing Compensation Surveys Overview Objectives Topics Compensation Surveys Compensation Survey Identifier Lookup Types Used in Compensation Surveys Entering Compensation Surveys Compensation Survey Lines Mapping Compensation Survey Lines Quiz Summary Overview of Compensation Workbench Overview of Compensation Workbench Introduction Quiz Objectives Compensation Plan Design Compensation Plan Design Objectives Key Decision Areas Budgets Promotions and Rating Setting Up CWB Plans Compensation Workbench Plans Plan Enrollment Requirements Global Basic Plans Component Plans Combination Plans Setup Steps to Display Market Salary Survey Data Quiz Summary Controlling Access and Eligibility in Compensation Workbench Controlling Access and Eligibility in Compensation Workbench Objectives Key Decision Areas Hierarchies for Award Allocations and Approvals Hierarchy Types Access to Plans and Tasks Approval Modes Eligibility Award Limits and Targets Responsibility Based Access to Plans Quiz Summary Worksheet and Budget Sheet Configuration in Compensation Workbench Worksheet and Budget Sheet Configuration in Compensation Workbench Objectives Key Decisions Displaying Rates Validating Jobs, Grades, and Positions Displaying Columns Configuring Flexfields Configuring Custom Columns iii

6 Configuring Dynamic Columns Other Configurable Features Display Performance Appraisal Details in CWB Enable Award Effective Date Quiz Summary Compensation Workbench Plan Administration Compensation Workbench Plan Administration Objectives Plan Administration Steps to Administer Compensation Workbench Plans Normal Processing Steps to Administer Compensation Workbench Plans Exception Handling Open a Compensation Workbench Award Cycle Publish Budgets Back Out Compensation Workbench Plans Add Individuals into a Started Compensation Workbench Cycle Write Allocated Amounts from the Compensation Workbench Cycle Refresh Compensation Workbench Data Generate Mass Notifications Quiz Summary Reports and Notifications in Compensation Workbench Reports and Notifications in Compensation Workbench Objectives Key Decisions Reports for Managers Reports for Administrators Notifications in Compensation Workbench Summary ICD Overview ICD Overview Objectives Topics What is ICD? Overview ICD Advantages ICD Cycle ICD for Administrators and HR Professionals ICD for Line Managers ICD for Employees Quiz Summary ICD Plan Administration and Setup ICD Plan Administration and Setup ICD Plan Administration - Topics ICD Plan Administration Prerequisite Steps Before Using Quick Setup Plan Administration Setup - Override Input Values Plan Administration Setup - Action Items Defining Flexfield Segments for ICD Plans Individual Compensation Distribution for Administrators Creating a ICD Plan Using Quick Setup Plan Setup - I Plan Setup - II ICD Plan iv

7 Setup ICD for Employee Enrollment Quiz Summary Self-Service Setup Self-Service Setup Configuring Menus Configuring Self-Service Web Pages Displaying Input Values for Elements Displaying Additional Compensation Details Fields Assigning Awards Using ICD Assigning Awards Using ICD Building Blocks Creating Self-Service Users Assigning an ICD to an Employee Awarding an ICD to an Employee - Process Awarding an ICD - Overview Page Awarding an ICD - Compensation Details Page Awarding an ICD - Review Page Approval Chain for ICD ICD Process - Manage Transactions Quiz Summary Employee Administration Employee Administration Employee Administration Portal Prerequisites for Employee Administration Employee Administration Process Employee Administration - Plan Process Employee Administration - Pending Transactions Employee Administration - Action Items Employee Administration - Eligibility Action Items Action Items Repository Quiz Summary Configuring Total Compensation Statement Configuring Total Compensation Statement Objectives How Do You Categorize a Compensation Statement? Explaining Total Compensation Statement Deciding on Compensation Source Setting Up Total Compensation Statement Processing Total Compensation Statements Batch Processes from Launchpad Quiz Summary Vehicle and Mileage Processing Vehicle and Mileage Processing Objectives Introduction The Vehicle Repository Entry Process The Vehicle Allocation Process The Mileage Claims Process Set Up Mileage Claims Quiz v

8 Summary Setting Up Absence Management Setting Up Absence Management Overview Objectives Topics Absence Management Components Absence Elements Absence Element Entries Absence Duration Absence Balances Setting Up Absence Management Paying for Absences Quiz Managing Absences Managing Absences Absence Entry and Reporting Self-Service Absence Detail Window Batch Element Entry Element Entries Window Validation for Absence Entries Validation on Absence Duration Absence Case View Absence History Window List Employees by Absence Type Window Absences Report Quiz Understanding the Accrual Plan Structure Understanding the Accrual Plan Structure Accrual Plan Rules Configuring Plan Rules Structure of Accrual Plans Net Accrual Calculation When Does HRMS Calculate Accruals? Carry Over Process Payroll Balance for Accruals Balance Maintained By Payroll Run Quiz Setting Up PTO Accrual Plans Setting Up PTO Accrual Plans Planning Your Accrual Plans Accrual Start Date for New Hires Period of Ineligibility Defining a Period of Ineligibility BEE and the Ineligibility Period Length of Service Bands PTO Accrual Plan Setup Steps Quiz Administering Accrual Plans Administering Accrual Plans Enrolling Employees in Accrual Plans Continuous Service Date Recording Accrued Time Taken vi

9 Viewing Accrual Information Carry Over Process When to Run The Process Carry Over Example Quiz Adapting the Predefined Accrual Formulas and Rules Adapting the Predefined Accrual Formulas and Rules Formulas Used for Accrual Plans Accrual Formula Carry Over Formula Ineligibility Formula Predefined Formulas Accrual Term Accrual Frequency Accrual Amount, Ceiling, and Maximum Carry Over Changing and Adding Formula Rules Example of Changing Formula Rules Default Net Calculation Rules How to Modify Net Calculation Rules Creating Additional Elements Quiz Summary vii

10

11 Preface Profile Before You Begin This Course Before you begin this course, you should have the following qualifications: Thorough knowledge of Oracle Applications How This Course Is Organized R12.x Oracle HRMS Compensation Workbench and Salary Configuration Ed 1 is an instructorled course featuring lecture and hands-on exercises. Online demonstrations and written practice sessions reinforce the concepts and skills introduced. ix

12 Related Publications Oracle Publications Title Oracle HRMS Implementation Guide E Oracle Workforce Sourcing, Deployment, and Talent Management Guide E Oracle HRMS Enterprise and Workforce Management Guide E Oracle HRMS Compensation and Benefits Management Guide E Additional Publications System release bulletins Installation and user s guides Read-me files International Oracle User s Group (IOUG) articles Oracle Magazine Part Number x

13 Typographic Conventions Typographic Conventions in Text Convention Element Example Bold italic Caps and lowercase Courier new, case sensitive (default is lowercase) Initial cap Italic Quotation marks Uppercase Glossary term (if there is a glossary) Buttons, check boxes, triggers, windows Code output, directory names, filenames, passwords, pathnames, URLs, user input, usernames Graphics labels (unless the term is a proper noun) Emphasized words and phrases, titles of books and courses, variables Interface elements with long names that have only initial caps; lesson and chapter titles in crossreferences SQL column names, commands, functions, schemas, table names The algorithm inserts the new key. Click the Executable button. Select the Can t Delete Card check box. Assign a When-Validate-Item trigger to the ORD block. Open the Master Schedule window. Code output: debug.set ( I, 300); Directory: bin (DOS), $FMHOME (UNIX) Filename: Locate the init.ora file. Password: User tiger as your password. Pathname: Open c:\my_docs\projects URL: Go to User input: Enter 300 Username: Log on as scott Customer address (but Oracle Payables) Do not save changes to the database. For further information, see Oracle7 Server SQL Language Reference Manual. Enter user_id@us.oracle.com, where user_id is the name of the user. Select Include a reusable module component and click Finish. This subject is covered in Unit II, Lesson 3, Working with Objects. Use the SELECT command to view information stored in the LAST_NAME column of the EMP table. Arrow Menu paths Select File > Save. Brackets Key names Press [Enter]. Commas Key sequences Press and release keys one at a time: [Alternate], [F], [D] Plus signs Key combinations Press and hold these keys simultaneously: [Ctrl]+[Alt]+[Del] xi

14 Typographic Conventions in Code Convention Element Example Caps and Oracle Forms When-Validate-Item lowercase triggers Lowercase Column names, table names SELECT last_name FROM s_emp; Passwords PL/SQL objects DROP USER scott IDENTIFIED BY tiger; OG_ACTIVATE_LAYER (OG_GET_LAYER ( prod_pie_layer )) Lowercase italic Uppercase Syntax variables SQL commands and functions CREATE ROLE role SELECT userid FROM emp; Typographic Conventions in Oracle Application Navigation Paths This course uses simplified navigation paths, such as the following example, to direct you through Oracle Applications. (N) Invoice > Entry > Invoice Batches Summary (M) Query > Find (B) Approve This simplified path translates to the following: 1. (N) From the Navigator window, select Invoice then Entry then Invoice Batches Summary. 2. (M) From the menu, select Query then Find. 3. (B) Click the Approve button. Notations: (N) = Navigator (M) = Menu (T) = Tab (B) = Button (I) = Icon (H) = Hyperlink (ST) = Sub Tab xii

15 Typographical Conventions in Oracle Application Help System Paths This course uses a navigation path convention to represent actions you perform to find pertinent information in the Oracle Applications Help System. The following help navigation path, for example (Help) General Ledger > Journals > Enter Journals represents the following sequence of actions: 1. In the navigation frame of the help system window, expand the General Ledger entry. 2. Under the General Ledger entry, expand Journals. 3. Under Journals, select Enter Journals. 4. Review the Enter Journals topic that appears in the document frame of the help system window. xiii

16 xiv