Fairsail Kon-Tiki Release Notes

Transcription

1 Fairsail Kon-Tiki Release Notes Pre-release Draft FS-KTK-XXX-RN C-DKTK.01

2 Fairsail All rights reserved. This document contains information proprietary to Fairsail and may not be reproduced, disclosed, or used in whole or in part without the written permission of Fairsail. Software, including but not limited to the code, user interface, structure, sequence, and organization, and documentation are protected by national copyright laws and international treaty provisions. This document is subject to U.S. and other national export regulations. Fairsail takes care to ensure that the information in this document is accurate, but Fairsail does not guarantee the accuracy of the information or that use of the information will ensure correct and faultless operation of the service to which it relates. Fairsail, its agents and employees, shall not be held liable to or through any user for any loss or damage whatsoever resulting from reliance on the information contained in this document. Nothing in this document alters the legal obligations, responsibilities or relationship between you and Fairsail as set out in the contract existing between us. This document may contain screenshots captured from a standard Fairsail system populated with fictional characters and using licensed personal images. Any resemblance to real people is coincidental and unintended. All trademarks and service marks mentioned in this document belong to their corresponding owners. FS-KTK-XXX-RN C-DKTK.01 Fairsail

3 Contents Contents Fairsail Collaboration Portal: Customer Notice 5 About these Release Notes 6 Related Information 7 Fairsail HCM Configuration Guide 7 Fairsail WX Configuration Guide 7 Fairsail WX: Guide for Users 7 Fairsail WX Configuration Guide 7 Fairsail WX Configuration Guide 8 Fairsail Recruit: Guide for Administrators 8 Fairsail Recruit: Guide for Recruiters 8 Fairsail Payflow Implementer's Guide 8 Which Guide do I Need? 8 Release Summary 9 Browser Compatibility 11 Known Issues 12 Fairsail

4 Contents Release Content 13 Delegated Access for Assistants 14 How to Set Up Delegated Access for Assistants 15 Delegated Access for Assistants in WX 22 WX Reports 24 What You Need 24 Setting Up WX Reports 25 Creating Reports to Display in WX: Guidelines 38 Displaying Reports in WX 40 Stock Options Process Now Available in WX 50 Introduction 50 Creating a New Stock Option Pattern 52 Awarding a Stock Option to a Team Member 57 Recording Options Exercised 64 Viewing Your Stock Options in WX 66 What Does the Stock Options Detail View Show Me? 68 Maintaining the Stock Price 71 Configuring Stock Options 72 Metrics Review Process Now Available in WX 77 Talent Acquisition Actions Now in WX and the Actions Digest 78 Approving Vacancies in WX 78 Approving Job Offers in WX 81 Action Event Condition Field Syntax Checker 84 Action Event Conditions: Valid Content 85 Benefits Enhancements 90 Creating and Managing Benefits for Team Members 91 Setting Up Benefits 93 Fairsail WX Mobile ios 125 Changes Summary 126 Recent Platform Enhancements 127 Glossary of Terms 128 Index 130 Fairsail

5 Fairsail Collaboration Portal: Customer Notice At the end of January 2017 Fairsail ended support for the Collaboration Portal, with all future developments focused on Fairsail WX. Support queries, bugs, and enhancement requests are now considered only if they relate to the WX interface. You can continue to use the Collaboration Portal until June 2017; after June 2017 the Collaboration Portal will cease to be available. For more information see help.fairsail.com help.fairsail.com/customer Notices/Collaboration Portal Sunset.pdf. Fairsail

6 About these Release Notes Welcome to the Fairsail Kon-Tiki Release! These Release Notes provide full information on what has changed in this release: A brief, high level summary of the functionality. Step by step set up and usage information: indicates a completely new feature for this release. indicates a significantly enhanced feature for this release. Highlighted text indicates other enhancements. To make it easier for you to find enhancements to the parts of Fairsail that you use most often, information is ordered by product area. Select the links in the Release Summary, use the bookmarks, or navigate using the contents list. Kon-Tiki was the name chosen by Norwegian explorer Thor Heyerdahl for an experimental raft, designed and built for a 1947 expedition from South America to Polynesia. Heyerdahl sought to demonstrate that indigenous South American people could have colonized Polynesia in pre-columbian times. The raft was built using materials and techniques that would have been available at the time, as Heyerdahl wanted to show that such a voyage was technically possible for the raft. Construction used balsa tree trunks and logs joined together with hemp rope, pine boards, and mangrove wood for the mast. Heyerdahl and his crew of five set out in Kon-Tiki from Peru on 28 April 1947 and reached Angatau in French Polynesia 97 days later on 4 August, and an islet off Raroia atoll in the Tuamotu group of islands three days later on 7 August. Kon-Tiki had covered around 4,340 miles, 6,980 kilometers in 101 days. Fairsail

7 About these Release Notes Related Information Related Information Full documentation supporting Fairsail Kon-Tiki is available in the following guides: Fairsail HCM Configuration Guide Coverage summary How to set up, manage, and maintain the Fairsail HCM system. Includes detailed configuration information. Typical target audience You have overall responsibility for the content of the Fairsail system within your organization and provide first line support for HR Managers. Fairsail WX Configuration Guide Coverage summary How to set up, manage, and maintain the extra functionality delivered with Fairsail WX. Includes detailed configuration information. The information builds on that supplied in the HCM Configuration Guide. Typical target audience You have overall responsibility for the content of the Fairsail system within your organization and provide first line support for HR Managers. Fairsail WX: Guide for Users Coverage summary How to use Fairsail WX for all day to day HR processes, such as booking vacation and recording absence, setting and checking objectives, and recording changes to your personal circumstances. Typical target audience You are an employee with no special HR duties, though you may run a team and have operational responsibility for them. You want quick and easy self service access to the information your organization asks you to maintain about yourself and your direct reports. Fairsail WX Configuration Guide Coverage summary How to install and set up Fairsail Mobile for ios and Android, and how to set WX Processes for display and use through Mobile. Typical target audience You have responsibility for managing mobile access to the Fairsail system within your organization and may also provide first line Fairsail Mobile support for HR Managers and other end users. Fairsail

8 About these Release Notes Related Information Fairsail WX Configuration Guide Coverage summary The steps to follow when getting Fairsail Mobile up and running on your mobile device under ios and Android. Lists the key WX processes supported by Fairsail Mobile. Typical target audience You want to use Fairsail Mobile on your mobile device to access and use WX Processes. Fairsail Recruit: Guide for Administrators Coverage summary How to set up Fairsail Recruit to support recruitment in your organization. Includes setting up Agency and Candidate Portals, posting to Job Boards, and configuring supporting features such as approval processes and recruitment forms. Typical target audience You have responsibility for setting up and maintaining the recruitment process in your organization, as implemented through Fairsail Recruit. You provide first line support for hiring managers and recruiters running individual recruitment campaigns. Fairsail Recruit: Guide for Recruiters Coverage summary How to set up and edit Vacancies, manage Candidates and Applications. Includes Agency management, uploading resumes, and conducting skill searches. Typical target audience You have responsibility for running recruitment campaigns for your organization. Fairsail Payflow Implementer's Guide Coverage summary How to set up, manage, and maintain data flows between Fairsail and other systems, typically for data related to compensation and benefits. The guide includes sections on setting up a benefit selection system on Fairsail. Typical target audience You have responsibility for implementing an interface between Fairsail and one or more external services. Which Guide do I Need? The guide to use for each part of the release is indicated in the Release Summary. Fairsail

9 Release Summary Feature Select the link to jump to full description. No setup WX HR/Recruit Manager Portal HR/Recruit Admin. Contact Fairsail See the guide for related information. Switchable Setup Setup Note 1 Note 2 Note 3 Note 4 Note 5 Major functional enhancements Delegated Access Nominated assistants can now act on behalf of Team Members for Actions generated by Absence and HR Request processes (see page 14). Fairsail HCM Configuration Guide WX Reports Support for tabular and chart-based reporting in WX (see page 24). Fairsail WX Guide for Users Stock Options process now in WX View your Stock Options through a new WX process. Configuration options extended (see page 50). Fairsail HCM Configuration Guide Fairsail WX Guide for Users Metrics Review process now in WX An extension to performance review tools with a new WX process. (see page 77) Fairsail WX Guide for Users Talent Acquisition Actions now in WX Vacancy Approval and Job Offer actions now in WX Actions and the Actions Digest (see page 78). Fairsail WX Guide for Users Fairsail

10 Release Summary Related Information Feature Select the link to jump to full description. No setup WX HR/Recruit Manager Portal HR/Recruit Admin. Contact Fairsail See the guide for related information. Switchable Setup Setup Benefits Enhancements A range of enhancements supporting the Open Enrollment process (see page 90). Fairsail Payflow Implementers Guide Fairsail WX Mobile ios now fully released Download the latest from the Apple App Store (see page 125). Fairsail Mobile Configuration Guide Fairsail Mobile Guide for Users Other enhancements Action Event Condition syntax checker Invalid syntax now generates contextual error messages and prevents saving until corrected. Fairsail HCM Configuration Guide Recognition process enhanced Received and Given tabs now display 5 items per page with full pagination controls. Fairsail WX Guide for Users Notes 1. Features are present and require no setup to use. 2. Features appear in WX and can be switched on or off using a Policy setting. 3. Features appear in the HR Manager Portal or the HR Recruit Portal and can be configured. 4. Features are available to the HR or Recruit Administrator and require configuration. 5. Contact Fairsail if you wish to use these features. No new features force you to use them. Choosing to use the new features can greatly enhance your Fairsail experience, but you can continue to use your existing system in its current form. None of your customizations are affected. Fairsail

11 Release Summary Browser Compatibility Browser Compatibility Fairsail WX supports the following browsers: Apple Safari version 5 or later Google Chrome Microsoft Internet Explorer version 10 or later o Salesforce applies some limitations to support for Internet Explorer. Refer to Salesforce help topics for Supported Browsers for more information. Mozilla Firefox version 4 or later Opera version 11 or later Fairsail tests all software releases against the latest commercially available and stable versions of all listed browsers, as well as a range of earlier versions including those known to be used by our customers. Where testing reveals non-critical anomalies in feature support that cannot be resolved before release, we add a note describing the issue next to the description of the feature. To optimize security and ensure the best possible level of technical support from your browser supplier, always run the latest available, fully supported version. Fairsail

12 Known Issues Known issues are those which: Are not major; any major issues are resolved before release. May impact Fairsail implementations in some practical way. Are planned to be fixed as soon as possible. This release has the following known issues: Process WX Reports Issue Workaround You cannot sort on a report column containing special characters - for example, carriage return, #. Fairsail

13 The following pages provide full information on what has changed in this release, arranged by feature as listed in the Release Summary. Fairsail

14 Delegated Access for Assistants Delegated Access for Assistants WX Delegated Access for Assistants enables you to designate individuals to view WX and complete Actions on behalf of someone else. WX Delegated Access for Assistants is intended to support regular assistant roles, such as personal or executive assistants, who are familiar with the work and level of information available to the person they are delegated to represent. Fairsail

15 Delegated Access for Assistants How to Set Up Delegated Access for Assistants WX Delegated Access is supported through the HR Manager Portal: The Roles tab. You can add the Roles tab to your display using Customize My Tabs on the All Tabs page. Roles are used to map assistants to managers for defined processes. Assistant To and Assisted By Related Lists displayed on the Team Member detail page. You can add these Related Lists to your display using the Edit Layout link on any Team Member detail page. Assistants are granted access to the defined Manager's view of the processes included in the Role. Guidelines: By default, Portal. to set up WX Delegated Access you need Administrator level access to the HR Manager Users with HR Manager level access can define Assistant Assignments but they cannot define the Processes for a Role. You can restrict each Role to a single process, for example, Absence. Restricting the number of processes makes it easier to manage Role assignment, for example: o Use one C-level Absence Assistant Role to map all C-level managers to one or more Executive Assistants for delegating absence approval when managers are not available. o Use one South Africa PAF Assistant Role to map all HR Requests originating from regional managers to a single senior assistant during a reorganization. Setting up Delegated Access for the Absence process gives the Assistant access to the Absence process for all the manager's direct reports To set up Delegated Access: 1. Define the Role (see page 16). Each Role enables you to map managers to assistants for defined processes. 2. Add the Processes you want to include for the Role (see page 18). 3. Add Managers and Assistants you want to use the Role (see page 20). Fairsail

16 Delegated Access for Assistants Defining Roles 1. Select the Roles tab. 2. On the Roles Home page, select New Fairsail displays the Role Edit page: 3. Complete the fields as follows: Role Name Description The name you want to use for this assistant role. Choose a name providing a generic summary of the role rather than one that is specific to an individual - the role can be mapped to multiple people. For example, C-Level Absence Assistant. A short description of the role to ease identification when your organization has multiple Roles defined. Fairsail

17 Delegated Access for Assistants 4. Select: o Save To save the Role and move on to select processes and assignments. Fairsail displays the Role Details page: Continue to Add Processes (see page 18). o Save & New To save the Role and define another. You can select processes and assignments later. Repeat from step 3. o Cancel To discard your changes and return to the Roles Home page. Fairsail

18 Delegated Access for Assistants Adding Processes 1. On the Role Details page, select Edit Processes: Fairsail expands the Processes section: 2. Select Add Process. Fairsail displays the Process picklist and checkboxes for Read and Write access: 3. Select the picklist and choose the Process you want to delegate to this assistant. 4. Select Add. Fairsail adds the Process to the list of processes for this Role: 5. Select Read or Write access for the delegate for this Process. o Read enables the Assistant to see actions but not execute them for this Process. o Write enables the Assistant to view and execute actions for this Process Selecting Write automatically selects Read when you save. 6. To add more Processes to this Role, select Add Process again and follow the steps to add the Process. Fairsail

19 Delegated Access for Assistants 7. When you have added all the Processes you want for this Role, select Save. Fairsail displays the list of processes for this Role with the level of access you selected: Fairsail

20 Delegated Access for Assistants Assigning Assistants 1. On the Role Details page, Assistant Assignments section, select Edit Assignments: 2. Fairsail expands the Assistant Assignments section: 3. Select Add Assistant. Fairsail displays the Manager and Assistant selection fields: 4. Select Manager Lookup. Fairsail displays Manager Lookup. 5. Find and select the Manager you want to set up with an Assistant. 6. Select Assistant Lookup. Fairsail displays Assistant Lookup. 7. Find and select the Assistant you want to act for the Manager you selected. 8. If you want this Assistant to receive notifications for the Manager in place of the Manager, select Notify Only Assistant. Checking Notify Only Assistant means that the Manager does not receive notifications for the Processes defined for this Role - they are routed directly to the Assistant. Fairsail

21 Delegated Access for Assistants 9. Select Add. Fairsail adds the Manager and Assistant to the list of Assistant Assignments for this role: You can repeat the steps to add multiple Managers and Assistants for this Role. o One Manager can have multiple Assistants. All Assistants then receive notifications for the Manager. o Multiple Managers can have a single Assistant. Notifications for all Managers are then sent to the Assistant. o An Assistant in one Manager-Assistant assignment can be a Manager in another Manager-Assistant assignment, but you cannot create chained relationships - notifications are passed one level only. o Circular Manager-Assistant assignments are allowed - a Manager and Assistant in one assignment can swap roles in another assignment in the same Role. o Duplicate Manager-Assistant relationships are not allowed - the duplicate is deleted and cannot be saved. 10. When you have defined all the Assignments for this Role, select Save. Fairsail

22 Delegated Access for Assistants Delegated Access for Assistants in WX Delegated actions raised for a Manager are added to the Fairsail Actions Digest and the WX Actions list for the Team member defined as an Assistant for that Manager. 1. From the Actions Digest, select the link to display the WX Actions list. If you are not logged in to WX you are prompted to do so, then taken to the Actions list. If you are already in WX, in the Navigation Bar select Actions. 2. Scroll to the process where you have delegated actions: The list includes all the manager's outstanding actions for the delegated process. The Details column includes a summary of the action with the name of the delegating manager as Delegated on behalf of...: Fairsail

23 Delegated Access for Assistants 3. Select an Action link:...to open the standard view for approving or rejecting the requests: Fairsail

24 WX Reports WX Reports makes a set of standard Salesforce reporting features available to managers and Team Members through Fairsail WX. Set up underlying report data as usual through the HR Manager Portal - you can use existing reports and render them through WX, or create new reports for your WX users. You can also clone an existing report and change field content and filters exclusively for publishing through WX. Each report is made available through its own WX Process, with its own Tile displaying the Report Name and Description. Select the View Details link to display the Report. Use your own label for each WX Process to appear in the Navigation Bar, on the Tile and Detail views. The label is in addition to the Report Name and Description. Report processes can be added to existing WX Services, or you can create a new Service to host them. Restrict individual reports to Team Members assigned to a specific Policy or Policy Group, or to individual Team Members, with or without their teams. WX Reports is hosted by the Fairsail Async Reporting package (see page 24) and accesses data created and held in Fairsail HCM. What You Need Make sure that your org includes: Fairsail HCM version or later. Fairsail Async Reporting version or later. Fairsail

25 WX Reports Setting Up WX Reports These steps describe how to set up Fairsail WX to display WX Manager Reports. For more detail on setting up WX Services and Processes refer to the Fairsail WX Configuration Guide. 1. Add the Reporting checkbox to the Policy display (see page 25). 2. Create one or more WX Reports (see page 26). You can use an existing report as designed, or further customize an existing report by defining the field content (see page 31), adding or refining filters (see page 34) to tailor it for a defined manager or team member audience. 3. Create one or more WX Reporting processes (see page 36). Each Reporting process enables you to display a WX Report as part of the WX Service of your choice. Policy Settings Add the Reporting checkbox to the Policy object and select it: 1. In the HR Manager Portal go to Setup > App Setup > Create > Objects. 2. Scroll down to find the Policy object and select the Label. 3. Select Field Sets. 4. Select Edit for the Additional Policies Field Set. 5. Drag and drop the Reporting field into the Field Set. 6. Select Save. 7. The Reporting checkbox is added to the Additional section on the Policy page. 8. Check Reporting: Fairsail

26 WX Reports Creating and Editing a WX Report You can create a WX Report from a pre-existing Fairsail or Salesforce report. You can choose to display the report in its existing form or customize it for display to your managers or team members through WX. 1. In the HR Manager Portal, select the WX Reports tab. 2. On the WX Reports Home page, select New. Fairsail displays the New WX Report page: 3. Complete the fields as follows: API Name Object Name The API name of the Report, entered as the Report Unique Name when saving the report. To find the Report Unique Name for a saved report: 1. Select the Reports tab 2. Select the folder hosting the Report 3. Select the Report Name. 4. On the Report page, select Customize. 5. On the Report Preview page, select Report Properties. The Report Properties dialog displays the Report Unique Name for the Report. Required for Custom Report Types. The API Name of the lowest level object used to source the data. For example, for a custom report based on Team Member > Employment > Salary enter: fhcm2 Salary c Fairsail

27 WX Reports 4. Select Save. Fairsail displays the WX Report Detail page for the Report: Fairsail

28 WX Reports To edit the WX Report: 1. Select Edit. Fairsail displays the WX Report Edit page: 2. Complete the fields as follows: Information section WX Report Name API Name Description Type The Report Name entered when saving the report. You can change the WX Report Name if you wish. The Report Unique Name entered when saving the report. You can change the API Name to reference a different report but it must be a valid API Name for an existing report. The Report Description entered when saving the report. Edit the description if you wish. The Report Type, defined by the underlying report. One of: Tabular Base Object Summary The API Name of the lowest level object used to source the data. Fairsail

29 WX Reports Chart Default Show Data For Team Member Show Data for Report Levels Down Filter Logic Picklist. Select the picklist and choose the chart type you want to display by default when the report is selected for display in WX: None Defaults to Table. Table Line Chart Vertical Bar Chart Horizontal Bar Chart Pie Chart Doughnut Radar Chart If the report cannot be rendered using the Chart Default, the report is displayed in Table format. Checkbox. If checked, the report includes data for the manager viewing the report. Picklist. The number of organizational reporting levels included in the report, below the manager viewing the report. A value from 0 to 10. The logical relationship between the filters listed in the WX Report Filters Related List on this page. For example, for a report using multiple filters: Advanced Options section...filter Logic might include: 1 AND 2 AND (3 OR 4) AND 5 where the numbers represent the value in the Order column in the Related List. If Filter Logic is blank, AND is assumed. Use these options to control the visibility of the WX Report. Show In Team Member Show In Team Policy Checkbox. If checked, this report can be added to a WX Service displayed in the You section of the WX Navigation Bar and shows data to Team Members on themselves. For managers with a Team section in the Navigation Bar, the report is displayed in both the You and the Team sections. If the report contains data on Team Members you do not want to display to them, do not check Show In Team Member. Checkbox. If checked, this report displays in the Team section of the WX Navigation Bar. Policy Name. To restrict visibility of this report to Team Members assigned to a single Policy, enter the Policy Name. Use Policy Lookup if necessary. to find and select the Policy Name Fairsail

30 WX Reports Policy Group Team Member Level Down Policy Group Name. To restrict visibility of this report to Team Members assigned to Policies in a specific Policy Group. Team Member Name. To restrict visibility of this report to a single Team Member, enter the Team Member Name. Use Team Member Lookup Member if necessary. to find and select the Team Number. Use with Team Member to restrict the visibility of this report to the Team Member and a number of organizational levels below the Team Member. For example, for named Team Member and their direct reports, enter Select o Save to save your changes and return to the WX Report Detail page. o Save and New to save your changes and return to the New WX Report page to define another WX Report. o Cancel to discard your changes. The WX Report Fields and WX Report Filters Related Lists enable you to change: The fields included in the WX Report (see page 31). The filters applied to the data (see page 34). Use the Filter Logic field to specify the relationship between the filters. If Filter Logic is blank, AND is assumed as the logical operator between all filters. You can apply these changes to an existing report exclusively for display in WX - the underlying report remains unchanged. Fairsail

31 WX Reports Defining WX Report Fields When you create a WX Report, all fields from the underlying report are made available and displayed in the WX Report Fields Related List on the WX Report Detail page: Is Chartable When the WX Report is first created, included field types are assessed to see if they can be plotted on a chart. Chartable fields are then marked as Is Chartable on the WX Report Detail page, WX Report Fields Related List: If the Is Chartable column is not displayed, you can add it to the layout: On the WX Report Detail page, select Edit Layout. On the WX Report Layout page, select Related Lists in the left panel. On the WX Report Fields Related List, select Properties In the list of Available Fields select Is Chartable and Add it to the list of Selected Fields. Move the field to the position you want it to take in the Related List layout. By default, all numeric and date fields, including Id and Count, are marked as Is Chartable. When adding new fields to the WX Report (see page 31), or selecting Edit for a field listed in the WX Report Fields Related List you can change the Is Chartable setting, but bear in mind: Checking the box does not enable fields to be charted if they are not of a chartable type. For example, marking a text field Is Chartable does not enable the data it contains to be charted. Checked fields are still assessed for to see if they are chartable. If no fields on a report are marked Is Chartable, all fields are treated as potentially chartable. Numeric and date fields are then taken in the order specified by the Order column, and the first chartable field found is used for Pie and Doughnut charts. Fairsail

32 WX Reports To add a new field to the WX Report: 1. Select New WX Report Field. Fairsail displays the WX Report Field Edit page: 2. Complete the fields as follows: Field Name Path The API name of the field. The path followed from the Base Object to locate the Field. For example: Base Object: fhcm2 Salary c Header Label Sort By Summary Path for the Team Member Name field: fhcm2 Employment r.fhcm2 Team_Member r The label used as a column head in the WX table report and as a legend in WX charts. An indicator - ascending or descending - against the field used to apply a sort order to the data. If this is a Summary field, the field type. Select the picklist and choose from: Value Day Day in Month Week Quarter Month Month in Year Year Fairsail

33 WX Reports Aggregate Order For Summary reports and if this is an aggregate field, the field type. Select the picklist and choose from: Sum Maximum Minimum Average Count A number representing the display order of the field. Low numbers to high numbers are displayed left to right as report columns and chart legends. System Information section WX Report Is Chartable The name of the WX Report hosting this field. Defaults to the name of the WX Report you are editing. To add this field to a different WX Report, select WX Report Lookup the WX Report you want., find and select Checkbox. Check to ensure this field is included in WX Report charts. You can chart numeric fields - checking Is Chartable for non-numeric fields has no effect. 3. Select: o Save to save your changes and return to the WX Report Detail page. o Save and New to save your changes and add another new WX Report Field. o Cancel to discard your changes. Fairsail

34 WX Reports Defining WX Report Filters When you create a WX Report, all filters from the underlying report are applied and displayed in the WX Report Filters Related List on the WX Report Detail page: To add a new filter to the WX Report: 1. Select New WX Report Filter. Fairsail displays the WX Report Filter Edit page: Fairsail

35 WX Reports 2. Complete the fields as follows: Field Name Path Operator Value Order The API name of the field used to filter the data. The path followed from the Base Object to locate the Field. Picklist. The operator applied to the data. Select the picklist and choose from: Equals Not Equals Greater Than Less Than Greater Or Equal Less Or Equal Contains Not Contains Starts With The value of the field that triggers the filter when combined with the Operator. The order used when applying filters. Filters are applied in ascending order. System Information section WX Report The name of the WX Report hosting this filter. Defaults to the name of the WX Report you are editing. To add this filter to a different WX Report, select WX Report Lookup the WX Report you want., find and select 3. Select: o Save to save your changes and return to the WX Report Detail page. o Save and New to save your changes and add another new WX Report Filter. o Cancel to discard your changes. Fairsail

36 WX Reports Creating a WX Reporting Process Create a WX Reporting Process for each report you want to display through WX: 1. In the HR Manager Portal. select the WX Services tab. 2. Select the WX Service you want to host the Report, or create a new WX Service. 3. On the WX Service Detail page, in the WX Processes Related List, select New WX Process. 4. On the WX Process page, complete the fields as follows: Field Label Description The name you want displayed for the Report. The label is displayed: In the Navigation Bar. On the Tile for the Report. Active WX Service Order Start Date End Date Preferred Number Of Columns WX Process Type On the Detail page for the Report. Checkbox, checked by default to make the Report available for display in WX. The name of the Service you want to host this Process. By default, Fairsail inserts the name of the Service you selected at the start of this procedure. Number, no decimal places. The order in which you want this Report displayed within the Processes hosted by the Service. The date you want the Report to be available. Leave blank if you want the Report to be available immediately. The date after which you no longer want the Report to be available. Leave blank if you want the Report to be available indefinitely. Number, no decimal places. The number of columns you want Fairsail to use when displaying the tile for this Report with other Processes in the same Service. Currently supports 1 or 2. Picklist. Select Reporting. Show In Mobile Checkbox. If checked, this Report is displayed by the Fairsail Mobile app. Show Title In Tile Checkbox. If checked, the Label is displayed at the top of the Report Tile. Show Title In Detail Checkbox. If checked, the Label is displayed at the top of the Report Detail page. Additional Information Text, case sensitive. Enter: report=my_report Where: My_Report is the API name of the Report, as entered when saving the report. 5. Select Save. Fairsail

37 WX Reports Translation Workbench: WX Reports WX Report Object Use Setup > Administration Setup > Translation Workbench > Override to rename these custom fields Default Field Label Field Label Override Field Type API Name Text (80) Base Object Text (255) Chart Default Picklist Description Long Text Area (2048) Filter Logic Text (255) Show Data for Report Levels Down Picklist Show Data For Team Member Checkbox Type Picklist WX Report Field Object Use Setup > Administration Setup > Translation Workbench > Override to rename these custom fields Default Field Label Field Label Override Field Type Aggregate Picklist Full Field Name Formula (Text) Header Label Text (255) Is Chartable Checkbox Order Number (5,0) Path Text (244) Sort By Picklist Summary Picklist WX Report Master-Detail (WX Report) WX Report Filter Object Use Setup > Administration Setup > Translation Workbench > Override to rename these custom fields Default Field Label Field Label Override Field Type Full Field Name Formula (Text) Operator Picklist Order Number (5,0) Path Text (255) Value Text (255) WX Report Master-Detail (WX Report) Fairsail

38 WX Reports Creating Reports to Display in WX: Guidelines Overall WX Report visibility is controlled by Policy - Reporting is either on or off. When switched on, all managers assigned to the Policy can see all reports. For reports defined as visible to Team Members (see page 36), all Team Members with relevant data can see the reports. Ensure that report data content is appropriate for the audience. WX Reports uses the position of the logged in user in the organizational hierarchy to control data visibility within each report. Refine the data displayed by using the Show picklist for the underlying Report: To get best results, follow these guidelines: My [object name] Shows the records directly associated with the logged in user's Team Member. My team's [object name] Shows the records directly associated with the logged in user's direct reports. All [object name] Design the report as the answer to a specific question, such as: o How many people work for me? o Who is on holiday or off sick today? o How many objectives do each of my team have? o Who needs to add emergency contacts? Keep report content simple. Shows the records directly associated with the logged in user's direct reports and lower levels in the organization. Charts require at least one numerical field to define axis values and enable display - reports that include only text fields display in table format but cannot display charts. You can often add a COUNT field to supply the necessary values. Ensure numerical data is easily displayed on bar, line, doughnut, or pie charts. Design for visual display to maximize impact. Bear in mind the most common display size used by your target audience, and optimize report content for that size. Avoid including too many columns of data, reducing the need for horizontal scrolling of Table displays and ensuring that data can be easily read and understood. Columns containing long text strings take up more horizontal space and reduce the number of columns you can display without scrolling. Wherever possible, size the report to fit the most common display size used by your target audience without horizontal scrolling. Producing charts from multiple columns of data tends to produce confusing results that are difficult to interpret. Fairsail

39 WX Reports Supported Reporting Features Supported Standard Report Types Custom Report Types Tabular Reports Summary Reports SUM, AVERAGE, MAX, MIN Remember to add a second line to the WX Process Additional Information field with the API name of the object lowest in the object hierarchy (see page 36). Display all fields from the underlying Report. Useful for displaying non-numerical data about people. Two levels of summary, no more. Display: o The Summarize information by field. o The Record Count Summary totals. o No detail. Summarize this Field... options: Lookup fields Filters defined in Reports Filter logic is respected. Some filter types are not supported (see Not Supported table) Unsupported Reporting Features Not Supported '...with...' or '...without...' Report Types Matrix Reports Bucket fields Formula fields in Summary Reports Filter types: Date Field, Cross, Row Limits Fairsail

40 WX Reports Displaying Reports in WX WX Reports are accessible to managers through the Team section of the WX Navigation Bar. WX Reports defined as accessible to team members are displayed through the You section of the Navigation bar. Reports can be displayed as WX Processes in any WX Service. For example: Add a report showing the performance rating distribution for your team to an existing Performance Service: Create an Analytics Service to host reports showing who is in your team, which company locations are used as bases by your team, and length of tenure for team members: Each report has its own Tile: Fairsail

41 WX Reports Select View Details to display the report in the defined default format. WX Reports without a default format, or with a default format that cannot be used, display in Table format: Table format: Includes all columns in the underlying Report, in the left to right order they have in the Report. Multi-page tables that include totaled numeric values show Page Totals and an Overall Total. Sort order is determined by that used in the underlying Report. You can change sort order by selecting a column header in WX: Fairsail

42 WX Reports To change the view, use the Select type of view picklist: All chart types use the column order and sort order displayed in Table format. To display detail on a chart element, hover on the element: Fairsail

43 WX Reports For Reports containing larger amounts of data, control the number of data points with the Select per page picklist: For multi-page displays, use the page navigation controls to move through the pages: Fairsail

44 WX Reports Line Chart The legend includes labels for all charted lines. Select a label to toggle that line on or off in the chart. Fairsail

45 WX Reports Bar Chart The legend includes labels for all charted bar types. Select a label to toggle that bar on or off in the chart. Fairsail

46 WX Reports Horizontal Bar Chart The legend includes labels for all charted bar types. Select a label to toggle that bar on or off in the chart. Fairsail

47 WX Reports Pie Chart Pie charts display data clockwise from 12 o'clock, in the order of the rows in Table display. The legend includes labels for all segments of the pie. Select a label to toggle that segment on or off - any displayed total value alters to reflect the segments toggled on. Tool tips display the percentage represented by each segment to one decimal place. Pie charts including the legend scale to fit the page size, so a large legend reduces the space available for the pie itself. Pie charts can display with up to 100 legend items. Fairsail

48 WX Reports Doughnut Chart Doughnut charts display data clockwise from 12 o'clock, in the order of the rows in Table display. The legend includes labels for all sections of the doughnut. Select a label to toggle that section on or off. Tool tips display the percentage represented by each section to one decimal place. Doughnut charts including the legend scale to fit the page size, so a large legend reduces the space available for the doughnut itself. Doughnut charts can display with up to 100 legend items. Fairsail

49 WX Reports Radar Chart The legend includes labels for all charted lines. Select a label to toggle that line on or off in the chart. Fairsail

50 Stock Options Process Now Available in WX Stock Options Process Now Available in WX Employee Stock Options is now fully implemented in WX. Previously available to Team Members through the Fairsail Collaboration Portal, existing Stock Option Patterns and all associated configuration continues to work without modification. A new Stock Price Currency field on the Stock Option Pattern enables you to specify a currency for your stock options - Stock Price Currency does not have to be the same as the default currency for your org. Pre-existing stock options without a defined Stock Price Currency display null in the currency field in WX until you enter a currency in the Stock Option Pattern. Introduction Employee Stock Options can be granted by a company to employees as part of an overall compensation and benefits package. A stock option grants an employee a conditional right to buy company stock, typically at a pre-determined grant price, and at a future date or over a range of dates. Rights to buy an option are typically phased, with portions of the complete grant becoming available for purchase, or vesting, in line with a vesting schedule. Each stock purchase by the employee is known as exercising the option. No portion of the option can be exercised until after the first vesting date This example shows a Stock Option that: Vests in three portions, of 25%, 25% and 50%. Has a vesting schedule with vesting dates at regular intervals. Is exercised by the employee in five portions of different amounts and at irregular intervals. Fairsail

51 Fairsail enables you to set up, grant, and maintain Employee Stock Options. You can: Release Content Stock Options Process Now Available in WX Set up one or more Stock Option Patterns, with each Pattern defining the basic parameters for a stock option, including the stock price against which the value of the option is to be calculated (see page 52). Each Pattern defines how Stock Options are handled for Team Members who leave your organization during the life of a Stock Option. Each Pattern includes one or more Stock Option Periods, defining the vesting schedule for the option. Grant Stock Options based on a Pattern to Team Members (see page 57). Record each exercise made by the Team Member when an option has vested (see page 64). View the current status of a Team Member's Stock Options through their Employment Record. Information displayed includes: o Details of the original grant, including the currency equivalent of the grant. o The vesting schedule for the option. o Quantities vested and exercised. o Values of the quantities vested and exercised, giving a quick view of the notional gain over the grant. Enable Team Members to view their Stock Options through WX. Configure Stock Options to display the information you need in the HR Manager's Portal and in WX (see page 72). You can also configure an automated Stock Option Vesting Time to set the time of day when options with a vesting date of today will vest (see page 74). Fairsail

52 Stock Options Process Now Available in WX Creating a New Stock Option Pattern A Stock Option Pattern defines the parameters for one or more stock options and includes the vesting schedule defined with one or more Stock Option Periods. 1. Select the Stock Option Patterns tab. Fairsail displays the Stock Option Patterns Home page. 2. Select New Stock Option Pattern. Fairsail displays the Stock Option Pattern Edit page: 3. Complete the fields as follows: Field Stock Option Pattern Name Period After Leaving To Vest Period After Leaving To Exercise Description Mandatory. A name for this Stock Option Pattern. Typically, the Name follows a standard convention established for stock options in your organization and may include the year of issue and a price indicator. For Team Members who have left your organization, the number of Period Units To Vest after the leaving date after which stock options based on this Pattern no longer vest. Typically defined by legislative requirements. For Team Members who have left your organization, the maximum number of Period Units to Exercise that can pass after the leaving date before stock options based on this Pattern must be exercised. Typically defined by legislative requirements. Fairsail

53 Stock Options Process Now Available in WX Field Stock Price Stock Price Currency Period Units Description The Stock Price to be used to value stock options based on this Pattern. Typically Stock Price is the current market price, or a recently determined price of the stock. Individual Stock Options are awarded at a separately defined Grant Price. You can alter Stock Price through the life of the Stock Option Pattern, enabling the calculated value of the grant to be updated over time. Stock Price is displayed using the currency symbol for the currency defined as your organization's reporting currency, regardless of the Stock Price Currency. The currency symbol does not affect the underlying currency values. For multi-currency orgs, Fairsail recommends setting the Currency Locale for your reporting currency to Montenegrin (Montenegro) - USD to generate a neutral currency symbol. Mandatory. The currency this Stock Option Pattern uses for all Stock Options it hosts. The Stock Price Currency must be one of the currencies you have defined using Exchange Rates. It does not have to be the reporting currency used by your organization. Select Stock Price Currency Lookup to find and select the currency you want. The units of time to be used for the period(s) between vesting dates. Select the picklist and choose from: Day Period Units To Vest Month The units of time to be used for the period between grant date and vesting date, and between leaving date and vesting date. Select the picklist and choose from: Day Period Units To Exercise Month The units of time to be used for the period between grant date and exercise date, and between leaving date and exercise date. Select the picklist and choose from: Day Month 4. Select: o Save to save the Pattern and display the Detail page for the Stock Option Pattern you have defined. o Save and New to save the Pattern and display a blank Stock Option Pattern Edit page o Cancel to discard your changes and display the Stock Option Pattern Home page. Fairsail

54 Stock Options Process Now Available in WX The Stock Option Pattern Detail page shows the information you have entered as well as: The Total Percentage for which Stock Option Periods have been defined. For a newly defined Stock Option Pattern, Total Percentage is 0.00%. As you add Stock Option Periods, the percentage increases until you have defined periods totaling 100%. A completed Stock Option Pattern must have a Total Percentage of 100% before it can be used. The Stock Option Periods related list. You are now ready to define the Stock Option Periods for this Pattern. Fairsail

55 Stock Options Process Now Available in WX Creating a New Stock Option Period Stock Option Periods define the vesting schedule for the Pattern. Create as many Stock Option Periods as you need to define the complete vesting schedule for each Stock Option Pattern. 1. Select the Stock Option Patterns tab. Fairsail displays the Stock Option Patterns Home page. 2. Open the Stock Option Pattern you want to host a new Stock Option Period. 3. In the Stock Option Periods Related List select New Stock Option Period. Fairsail displays the Stock Option Period Edit page: 4. Complete the fields as follows: Field Stock Option Pattern Period Percentage Description The name of the Stock Option Pattern for which you want to create this Stock Option Period. Automatically completed for you with the name of the Pattern you selected. To change to a different Pattern, select Stock Option Pattern Lookup Pattern you want., find and select the The number of Period Units between the grant date and the vesting date for this part of the Stock Option. Period Units are defined in the Stock Option Pattern. The percentage of the total Stock Option that vests after the Period. Percentages are summed for all Stock Option Periods defined for a Pattern and the Total Percentage displayed on the Stock Option Pattern Detail page. When completely defined, percentages for all Periods in a Stock Option Pattern must total Select: o Save to save the Period and display the Stock Option Period page for the Period you have defined. o Save and New to save the Period and display a blank Stock Option Period Edit page o Cancel to discard your changes and display the Stock Option Pattern Detail page. Fairsail

56 Stock Options Process Now Available in WX Repeat the procedure to create all the Stock Option Periods you need to define the vesting schedule for this Pattern. Fairsail

57 Stock Options Process Now Available in WX Awarding a Stock Option to a Team Member When the Stock Option Pattern has been defined with its associated Stock Option Periods for the stock options you want to issue, you can award the options to individual Team Members. Stock Option records are attached to the Employment Record for each Team Member. 1. Open the Employment Record for the Team Member who has been granted the stock option. 2. Scroll down to the Stock Options related list. 3. Select New Stock Option: Fairsail displays the New Stock Option page: Fairsail

58 Stock Options Process Now Available in WX 4. Complete the fields as follows: Field Description Information section Employment Stock Option Pattern Grant Date Quantity Grant Price Mandatory. The number of the Employment Record hosting this Stock Option. Defaults to the Employment Record you selected at the start of this procedure. To change to a different record, select Employment Lookup you want., find and select the record Mandatory. The Pattern that applies to this Stock Option. The Stock Option Pattern must be set up before you can award a Stock Option. A Stock Option Pattern defines the parameters for one or more stock options and includes the vesting schedule defined with one or more Stock Option Periods. Select Stock Option Pattern Lookup, find and select the Pattern you want. Mandatory. The date the option is granted to the employee. A past, present, or future date. Select today's date to the right of the field to insert today's date. Select in the field to display a date picker. Mandatory. The total number of shares the option represents. Mandatory. The unit price at which the employee can buy the shares represented by the option. Expiry and Termination section Expiration Date Vesting Termination Date The date after which an employee can no longer purchase vested stock options they have been granted. The date after which the option no longer vests for this Team Member. A manual override for the vesting schedule, typically used when a Team Member leaves your organization. If you leave Vesting Termination Date blank, vesting for this option continues to completion as defined in the vesting schedule. 5. Select: o Save to save the stock option you have entered. Fairsail displays the Stock Option Detail page. o Save & New to save the stock option and enter another Stock Option for this Team Member. Fairsail displays the New Stock Option page. o Cancel to discard your changes. Fairsail returns you to the Employment Record. Fairsail

59 The Stock Option Detail page displays the detail for the newly granted Stock Option: Release Content Stock Options Process Now Available in WX Fairsail

60 Stock Options Process Now Available in WX As well as the information you entered for the Stock Option, the detail page displays: Status section Total Grant Quantity Vested Total Vested Quantity Exercised Total Exercised The currency equivalent of the stock option, calculated as: Quantity x Grant Price The number of shares available for the Team Member to purchase. For a newly granted Stock Option, Quantity Vested is likely to be zero. As the vesting schedule progresses, Quantity Vested increases until all granted shares are vested. The currency equivalent of the Quantity Vested, calculated as: Quantity Vested x Grant Price The number of shares the Team Member has bought. For a newly granted Stock Option, Quantity Exercised is likely to be zero, and it is always less than or equal to Quantity Vested. The currency equivalent of the Quantity Exercised, calculated as: Quantity Exercised x Grant Price Value section Grant Value Vested Value Exercised Value The difference between the currency values of the stock option at the Stock Price defined in the Stock Option Pattern and the Grant Price. Calculated as: Quantity Granted x (Stock Price - Grant Price) Represents the potential total monetary gain for the holder of the stock option when all options are vested and exercised. The difference between the currency values of the vested part of the stock option at the Stock Price defined in the Stock Option Pattern and the Grant Price. Calculated as: Quantity Vested x (Stock Price - Grant Price) Represents the potential monetary gain from the vested part of the stock option for the holder of the stock option. The currency value of the exercised part of the stock option at the Stock Price defined in the Stock Option Pattern. Calculated as: Quantity Exercised x Stock Price Fairsail

61 Stock Options Process Now Available in WX The Related Lists display: Stock Vesting You can configure the columns displayed: Select Edit Layout at the top of the page. Select Properties on the Stock Vesting related list. This example describes a typical layout. Stock Vest Vesting Date Quantity Total Price Vested A unique reference ID for for this Vesting record. Each Stock Vest record represents one line in this Stock Vesting table. The date this vesting becomes available for purchase by the Team Member. The number of shares made available in this vesting. The total cost to the Team Member of this vesting. Calculated as: Quantity x Grant Price. Checkbox. Checked when the Vesting Date is past and this part of the option has vested. Stock Exercises You can configure the columns displayed: Select Edit Layout at the top of the page. Select Properties on the Stock Exercises related list. This example describes a typical layout. Stock Exercise Exercise Date Quantity Total Price A unique reference ID for for this Exercise record. Each Stock Exercise record represents one line in this Stock Exercises table The date the purchase was made. The number of shares purchased in this Exercise. Subject to the rules of the Stock Option scheme, Team Members can purchase part or all of the currently vested stock in a single transaction, and use multiple Exercises to purchase the total vested quantity. The total cost to the Team Member of this Exercise. Calculated as: Quantity x Grant Price Fairsail

62 Stock Options Process Now Available in WX Creating a New Stock Vesting You can create a new stock vesting for a Stock Option granted to a Team Member. The New Stock Vesting is applied in addition to the vesting schedule defined through the Stock Option Periods for the Pattern and is typically used to make part of the option available to that Team Member at a date other than those defined in the schedule. 1. Open the Employment Record for the Team Member who has been granted the stock option. 2. Scroll down to the Stock Options related list section. 3. Select the Stock Option reference for the Option you want to modify: Fairsail displays the Stock Option Detail page. 4. Scroll down to the Stock Vesting related list and select New Stock Vesting: Fairsail displays the Stock Vesting Edit page: Fairsail

63 Stock Options Process Now Available in WX 5. Complete the fields as follows: Field Stock Option Vesting Date Quantity Vested Description The Stock Option to which this vesting applies. Automatically completed by Fairsail. The date you want this portion of the Stock Option to vest. Select the field to display a date picker and select the date you want or select today's date beside the field. The quantity of stock you want to vest on the Vesting Date. Checkbox. If checked, the vesting date has passed and this portion of the Stock Option has vested. Fairsail

64 Stock Options Process Now Available in WX Recording Options Exercised When an employee decides to exercise an option you must enter the details of their purchase on the Stock Option record. 1. Open the Employment Record for the Team Member who has been granted the stock option. 2. Scroll down to the Stock Options related list section. 3. Select the Stock Option reference for the option the Team Member wants to Exercise: Fairsail displays the Stock Option Detail page. 4. Scroll down to the Stock Exercises Related List. 5. Select New Stock Exercise: Fairsail displays the New Stock Exercise Edit page: Fairsail

65 Stock Options Process Now Available in WX 6. Complete the fields as follows: Field Stock Option Exercise Date Quantity Description The number of the Stock Option to which this Exercise applies. Defaults to the Stock Option record you selected. To change to a different option, select Stock Option Lookup, find and select the option you want. The date the transaction to purchase is passed. A past date or today's date, typically not a future date. The number of shares purchased in this Exercise. Less than or equal to the outstanding balance of vested options. 7. Select: o Save to save the stock exercise you have entered. Fairsail displays the Stock Exercise Detail page. o Save & New to save the stock exercise and enter another Stock Exercise for this option. Fairsail redisplays the New Stock Exercise page. o Cancel to discard your changes. Fairsail returns you to the Stock Option Detail page. Stock Option Exercises are added to the Stock Exercises related list for the Stock Option: Fairsail

66 Stock Options Process Now Available in WX Viewing Your Stock Options in WX In the Navigation Bar, select the WX Service hosting Stock Options: The Stock Options Tile summarizes your current position: To view Stock Options detail: In the Navaigation Bar, select the Stock Options process: OR On the Stock Options Tile, select View Details: Fairsail

67 Stock Options Process Now Available in WX WX displays the Stock Options Detail view: Fairsail

68 What Does the Stock Options Detail View Show Me? Release Content Stock Options Process Now Available in WX Fairsail

69 Stock Options Process Now Available in WX Each horizontal bar has a tool tip, displayed when you hover on the bar: Fairsail

70 Stock Options Process Now Available in WX The Summary table includes information for all your Stock Options: Following the Summary table, the Stock Option Detail view displays full detail for each of your Stock Options: Fairsail

71 Stock Options Process Now Available in WX Maintaining the Stock Price The Stock Price is used to calculate a financial value for granted stock options: Grant Value = Quantity x Stock Price Vested Value = Quantity Vested x Stock Price Exercised Value = Quantity Exercised x Stock Price You define an initial Stock Price when you create a Stock Option Pattern (see page 52). The initial Stock Price can be, for example: Your organization's quoted stock price at the date the Stock Option scheme is set up. Determined by a formula, based on the stock price at a specific date, and typically defined in the scheme rules. You can leave the Stock Price at its initial value through the life of an option, or, more typically, maintain it over time to reflect the changing market value of your organization's stock. To change the Stock Price: 1. Select the Stock Option Patterns tab. Fairsail displays the Stock Option Patterns Home page. 2. Select Edit in the Action column next to the Stock Option Pattern you want to maintain. Fairsail displays the Stock Option Pattern Edit page. 3. Change the Stock Price to the value you want. 4. Select Save. Fairsail displays the Stock Option Patterns Home page. Fairsail automatically recalculates the values based on the new Stock Price. Fairsail

72 Stock Options Process Now Available in WX Configuring Stock Options To configure Stock Options: Display Stock Options in the Employment Record (see page 72). Display Stock Options in WX (see page 73). Set the Stock Option Vesting Time (see page 74). Rename any field labels you need by using the Translation Workbench Override option (see page 75). Displaying Stock Options in the Employment Record 1. Go to Setup > App Setup > Objects > Employment Record. 2. Select Page Layout 3. Select Edit. 4. Select Related Lists. 5. Drag and Drop the Stock Options related list to the position you want it to display in the set of related lists for the Employment Record. 6. Select Properties on the Stock Options related list. Fairsail displays the Related List Properties dialog. 7. Select the fields you want to display from the list of Available Fields and select Add to move them to the list of Selected Fields. 8. Use the Up and Down arrows to sort the list of Selected Fields to display in the order you want. 9. Select OK to close the Related List Properties dialog. 10. Select Save to apply the changes you have made. Fairsail closes the Page Layout editor. 11. Open a Team Member's Employment Record and check that the Stock Options related list is displayed as you want it. Fairsail

73 Stock Options Process Now Available in WX Displaying Stock Options in WX 1. In the policies for the Team Members you want to display Stock Options, check Stock Options. By default, the Stock Options policy option is displayed in the Team Member section of the policy: Stock Options Checkbox. If checked, stock options are visible to the Team Member in WX. Use the Additional Details field set - for future release - to control which fields are displayed in WX. Stock Option Object Field Set Additional Details Purpose For future release. Fields displayed in the WX Stock Options Detail view, Details section, in addition to the default fields. Fairsail

74 Stock Options Process Now Available in WX Setting the Stock Option Vesting Time You can set the hour of the day at which to run a Stock Option Vesting batch. The Stock Option Vesting batch sets the Vested field on the Stock Vesting object to True for all Stock Vesting objects when the Vesting Date is today. This means that Stock Options that vest today become available for purchase and can be exercised by Team Members. 1. Go to Setup > App Setup > Installed Packages 2. Select Configure next to Fairsail Human Capital Management. Fairsail displays the Fairsail HCM Configure page. 3. In Stock Option Vesting Time select the picklist and select the hour of the day you want the batch to run. 4. Select Save. Fairsail saves your changes and runs the batch when the time you set next occurs. You can also run the Stock Option Vesting batch immediately by selecting Run Now. Fairsail

75 Stock Options Process Now Available in WX Translation Workbench: Stock Options Stock Exercise Object Use Setup > Administration Setup > Translation Workbench > Override to rename these custom fields Default Field Label Field Label Override Field Type Exercise Date Date Quantity Number (18,0) Stock Option Master-Detail (Stock Option) Total Price Formula (Currency) Stock Option Object Use Setup > Administration Setup > Translation Workbench > Override to rename these custom fields Default Field Label Field Label Override Field Type Employment Exercised Value Expiration Date Grant Date Master-Detail (Employment Record) Formula (Currency) Grant Price Currency (14,4) Grant Value Last Exercise Last Vesting Date Date Formula (Currency) Formula (Date) Formula (Date) Quantity Number (18,0) Quantity Exercised Quantity Vested Stock Option Pattern Total Exercised Total Grant Total Vested Vested Value Vesting Termination Date Roll-Up Summary (SUM Stock Exercise) Roll-Up Summary (SUM Stock Vesting) Lookup (Stock Option Pattern) Formula (Currency) Formula (Currency) Formula (Currency) Formula (Currency) Date Fairsail

76 Stock Options Process Now Available in WX Stock Option Pattern Object Use Setup > Administration Setup > Translation Workbench > Override to rename these custom fields Default Field Label Field Label Override Field Type Period After Leaving To Exercise Number (5,0) Period After Leaving To Vest Number (5,0) Period Units Period Units To Exercise Period Units To Vest Picklist Picklist Picklist Stock Price Currency (14,4) Total Percentage Roll-Up Summary (SUM Stock Option Period) Stock Option Period Object Use Setup > Administration Setup > Translation Workbench > Override to rename these custom fields Default Field Label Field Label Override Field Type Percentage Percent (3,4) Period Number (18,0) Stock Option Pattern Master-Detail (Stock Option Pattern) Stock Vesting Object Use Setup > Administration Setup > Translation Workbench > Override to rename these custom fields Default Field Label Field Label Override Field Type Quantity Number (18,0) Stock Option Master-Detail (Stock Option) Stock Option Period Lookup (Stock Option Period) Total Price Formula (Currency) Vested Checkbox Vesting Date Date Fairsail

77 Metrics Review Process Now Available in WX Metrics Review Process Now Available in WX Metrics Review is now available through WX and delivers a range of enhancements over the original Collaboration Portal process including inline editing, badging of detail view tabs, and direct access from Actions to Review detail views. Detail to be supplied. Fairsail

78 Talent Acquisition Actions Now in WX and the Actions Digest Talent Acquisition Actions Now in WX and the Actions Digest The Fairsail Actions Digest is an automatically generated sent to all users of Fairsail HCM, listing actions raised for them to complete along with links to enable the actions to be completed. The Actions Digest now includes links to WX Actions for approving vacancies and job offers raised in Fairsail Talent Acquisition. Approving Vacancies in WX Vacancies requiring your approval raise an entry in the Fairsail Actions Digest and an associated Action in WX. The Digest includes a link to the Action in WX. 1. From the Actions Digest, select the link to display the WX Actions list. If you are not logged in to WX you are prompted to do so, then taken to the Actions list. If you are already in WX, in the Navigation Bar select Actions. 2. Scroll to Hiring Manager actions: 3. For the Vacancy approval action, select Approve Hiring Manager: Fairsail

79 Talent Acquisition Actions Now in WX and the Actions Digest WX displays the Approve Hiring Manager view: 4. Enter any comments you want to add: Fairsail

80 Talent Acquisition Actions Now in WX and the Actions Digest 5. Select: o Approve to enable recruitment to start for this Vacancy. The Vacancy approval request is removed from your list of actions, and the Vacancy is marked Approved in Talent Acquisition: o Reject to stop recruitment for this Vacancy. The Vacancy approval request is removed from your list of actions, and the Vacancy is marked Rejected in Talent Acquisition: o Cancel to discard any changes you have made, close the Approve Hiring Manager view and return to the list of actions. The Vacancy approval request remains on your list of actions and the Vacancy remains Pending in Talent Acquisition: Fairsail

81 Talent Acquisition Actions Now in WX and the Actions Digest Approving Job Offers in WX Job offers requiring your approval raise an entry in the Fairsail Actions Digest with a link to the action in WX. 1. From the Actions Digest, select the link to display the WX Actions list. If you are not logged in to WX you are prompted to do so, then taken to the Actions list. If you are already in WX, in the Navigation Bar select Actions. 2. Scroll to Hiring Manager actions: l 3. For the Job Offer approval action, select Approve Hiring Manager: Fairsail

82 Talent Acquisition Actions Now in WX and the Actions Digest WX displays the Approve Job Offer view: 4. Enter any comments you want to add: Fairsail

83 Talent Acquisition Actions Now in WX and the Actions Digest 5. Select: o Approve to approve the Job Offer for sending to the candidate. The Job Offer approval request is removed from your list of actions, and the Application is marked as Approved in Talent Acquisition: o Reject to refuse the Job Offer. The Job Offer request is removed from your list of actions, and the Application is marked as Rejected in Talent Acquisition: o Cancel to discard any changes you have made, close the Approve Job Offer view and return to the list of actions. The Job Offer approval request remains in your list of actions and the Application remains Pending in Talent Acquisition: Fairsail

84 Action Event Condition Field Syntax Checker Action Event Condition Field Syntax Checker You can define conditions that must be met before an Action Event is triggered, and each condition must be entered as a formula using the correct syntax. Mistakes made in the syntax now generate contextual error messages, preventing you from saving the Action Event until the syntax is corrected. Fairsail

85 Action Event Condition Field Syntax Checker Action Event Conditions: Valid Content If the supplied range of triggers for Action Events does not offer the right level of control for your needs, you can enter a formula in the Condition field when creating an Action Event. Choose from the range of supported functions and operators to create the formula. A syntax checker validates the formula when you select Save for the Action Event and returns an error message if it detects an invalid condition. Supported operators Operators must be used inline, for example: A and B or C A && B C A && B or C D <> E D!= E Operator Description Logical and AND && or OR = Equals. <>!= Use to link two or more operands that must all evaluate to the defined value for the condition to be met. Not case sensitive. Use to link two or more operands, any of which must evaluate to the defined value for the condition to be met. Not case sensitive. Not equal. > Greater than. < Less than. >= Greater than or equal to. <= Less than or equal to. Numerical + Plus. - Minus. * Multiply. / Divide. ^ Power. Fairsail

86 Action Event Condition Field Syntax Checker Supported functions Function Description and syntax Date and Time DATE Returns a day of the month as a number from 1 to 31 for a given date with year, month, and day values. DATE(year,month,day) Where: year is a four-digit year month is a two-digit month day is a two-digit day TODAY Returns the current day as a date data type. TODAY() Informational BLANKVALUE Determines if an expression is blank and returns a substitute expression if it is. If the expression has a value, returns the value of the expression. BLANKVALUE(expression, substitute_expression_if_blank) Where: expression is the expression you want evaluated substitute_expression_if_blank is the value you want to replace any blank values. EVAL Evaluates a string and if the string represents an expression, returns the value of the expression. EVAL(string) Where: string is the character string you want to evaluate. Fairsail

87 Action Event Condition Field Syntax Checker ISNULL Determines if an expression is null and returns TRUE if it is. If the expression contains a value, ISNULL returns FALSE. ISNULL(expression) Where: expression is the expression you want to evaluate. NULLVALUE Determines if an expression is null (blank) and returns a substitute expression if it is. If the expression is not blank, returns the value of the expression. NULLVALUE does not support text fields. Use BLANKVALUE in new formulas; BLANKVALUE has the same functionality as NULLVALUE but also supports text fields. NULLVALUE(expression, substitute_expression_if_null) Where: expression is the expression you want to evaluate substitute_expression_if_null is the value you want to replace any blank values. Logical IF Determines if expressions are true or false. Returns a given value if true and another value if false. IF(logical_test, value_if_true, value_if_false) Where: logical_test is the expression you want evaluated value_if_true is the value you want returned if the expression is true value_if_false is the value you want returned if the expression is false NOT Evaluates an expression and returns FALSE if the expression is TRUE and TRUE if the expression is FALSE. NOT(expression) Where: expression is the expression you want evaluated. Fairsail

88 Action Event Condition Field Syntax Checker Math MAX Returns the highest number from a list of numbers. MAX(number1,number2,...number_n) Where: number1, number2,...number_n are the the fields or expressions you want evaluating to retrieve the highest number. MIN Returns the lowest number from a list of numbers. MIN(number1, number2,...number_n) Where: number1, number2,...number_n are the fields or expressions you want evaluating to retrieve the lowest number. Text ESCAPE Converts a text value to include characters compatible with HTML markup. Replaces... With... & & < < > > ESCAPE(text_string) Where: text_string is the text you want to escape to HTML markup. ISPICKVAL Determines if the value of a picklist field is equal to a text literal you specify. ISPICKVAL(picklist_field, text_literal) Where: picklist_field is the merge field name for the picklist text_literal is the picklist value in quotes. text_literal cannot be a merge field or the result of a function. Fairsail

89 Action Event Condition Field Syntax Checker REPLACE Replaces old text with new text, when old text is found in the specified source. REPLACE(text,old_text,new_text) Where: text is the field or expression you want to search for the text you want to replace. old_text is the string you want to find and replace. new_text is the text you want to use to replace old_text in text. UNESCAPE Converts a string containing HTML markup into the text equivalent. Replaces... With... & & < < > > UNESCAPE(text_string) Where: text_string is the text you want to escape from HTML markup. Fairsail

90 Benefits Enhancements Benefits Enhancements A range of enhancements supporting the Open Enrollment process, including: A new Benefit Enrollment object linked to the Employment Record to store all benefit sets offered to a Team Member over time, offering an alternative to the existing Benefit Enrollment fields on the Employment Record (see page 111). The new object includes an Enrollment Start Date field: o Setting a past date triggers immediate enrollment. o Setting a future date triggers enrollment by the Benefit Calculation Daily Batch when the date is today. A new Start Date field for Benefit Cost, triggering costs associated with a benefit to start from that date, enabling re-use of a Benefit Plan if costs are the only variable that has changed (see page 107). Benefit Cost Start Date has an associated Cost Effective Date Method picklist on the Benefit Plan, enabling you to select from a range of dates for the Start Date trigger including Effective Date, Cover Start Date, and Today (see page 95). The ability to link one Benefit Plan to a Cost Table on another Plan. The nominated Cost Table overrides the costs on the calling plan, enabling you to use one Plan to set costs for one or more others (see page 95). Cost Tables now reflect negative costs, that is, payments. A set of fields on the Benefit Plan enabling you to offset cover start or effective dates by a number of months or days. Offsets can pre-date or post-date cover (see page 95). A pair of fields on the Benefit Plan enabling you to offset the start date for deductions by a number of months or days (see page 95). The ability to specify that a benefit can be selected without having to enter beneficiaries for insurance cover. Has Open Beneficiary also enables the beneficiaries to be edited at any time. Total allocated beneficiaries must account for either 0% or 100% of available cover (see page 95). Benefit Plans can now be cloned using Export and Import options (see page 109). Fairsail

91 Benefits Enhancements Creating and Managing Benefits for Team Members Fairsail enables benefit creation and management for Team Members through: Benefit Enrollment Employees use Fairsail WX to select the elements of their own benefits package, choosing from the range of benefits made available by their organization. Widely used as an annual Open Enrollment event, Benefit Enrollment is fully supported by Fairsail (see page 92). Automated assignment Using default benefits and clearly defined eligibility rules you can run an automated batch to assign benefits to eligible Team Members, and close benefits when Team Members cease to be eligible. Direct Benefit Administration Your HR team can use the Benefit Admin link on Team Member Employment records to access and maintain current and pending benefits through a single page. Activate or deactivate individual benefits, maintain start and end dates, and drill down to benefit details. Key supporting features are: Centralized set up and maintenance of all benefit sets, plans and options (see page 93). Clear presentation of selectable benefits through WX, with access to plan comparisons, full instructions and all supporting forms and documents. The ability to create, store, and display Team Member enrollment history. Extensive options for managing start dates for enrollment, costs, cover, and deductions. The option to share cost tables across multiple benefit plans, and to clone complete benefit plans. Effective management of cut-off dates. Passing selected benefit details to benefit carriers Integrating benefit deductions with the payroll process. Clearly presenting current benefits to all employees, including costs. Direct, single page HR edit access to all benefit records for each Team Member. Fairsail

92 Benefits Enhancements Benefit Enrollment Benefit Enrollment generates a new set of benefit records for each Team Member as they enroll. Use one of the following methods to manage Benefit Enrollment for Team Members through their Employment Records: Benefit Enrollment History Benefit Enrollment is a separate object that stores the history of all Benefit Sets offered to the Team Member. Displayed in a Related List on the Employment Record, Benefit Enrollment builds over time to provide an easy to view history. The object includes an Enrollment Start Date field to trigger an automatic update of the key enrollment fields on the Employment Record. If you use Benefit Enrollment History, do not use the Benefit Enrollment fields on the Employment Record to update the Team Member's enrollment details. Benefit Enrollment fields A set of fields directly on the Employment Record enable you to link employees to Benefit Sets and specify control dates. Benefit Enrollment History is not created. You can identify current benefit records from their start and end dates. If you use the Benefit Enrollment fields on the Employment Record, do not use Benefit Enrollment History. Fairsail

93 Benefits Enhancements Setting Up Benefits The outline process for setting up Benefits is: 1. Create Benefit Supplier records for all carriers. 2. Create Benefit Plan records, including costs, calculations, and comparisons, and make associated documents available (see page 95). 3. Create Benefit Sets for employee groups with different entitlements. For example, a new hire set, an open enrollment set, a senior management set. Each set contains one or more Benefit Types. 4. Create Benefit Options to link Benefit Plans to Benefit Types. 5. Complete either of: o The Benefit Enrollment fields on the Benefit Enrollment object to create a new entry in the Team Member's Benefit Enrollment History (see page 111). o The Benefit Enrollment fields in Team Member Employment Records to link employees to Benefit Sets and specify control dates. (see page 113) Use one or the other, not both. Fairsail

94 Benefits Enhancements To clarify the relationships between the main Benefit objects, here is some sample data showing partial information on the components of two Benefit Sets, Open Enrollment and New Hire. There are two Benefit Suppliers: Bedrock Financial Supplies multiple insurance related benefit plans. Thistle Pensions Supplies a single 401K pension plan. Benefit Supplier Benefit Plan Benefit Type Benefit Option Benefit Set Bedrock Financial Short-term Disability Disability Insurance BO0044 Open Enrollment BO0075 New Hire Long-term Disability Disability Insurance BO0062 Open Enrollment Basic Life/Accidental Death & Dismemberment Insurance Supplemental Life Insurance, Employee Supplemental Life Insurance, Employee, New Hire Supplemental Life Insurance, Children Supplemental Life Insurance, Domestic Partner Supplemental Life Insurance, Spouse BO0076 New Hire Life Insurance BO0061 Open Enrollment BO0077 New Hire Life Insurance BO0066 Open Enrollment Life Insurance BO0046 New Hire Life Insurance BO0065 Open Enrollment BO0079 New Hire Life Insurance BO0052 Open Enrollment BO0088 New Hire Life Insurance BO0064 Open Enrollment BO0078 New Hire Thistle Pensions 401K Plan Pension BO0099 Open Enrollment Fairsail

95 Benefits Enhancements Adding a New Benefit Plan Benefit Plans contain the details of the benefits made available to Team Members through Benefit Options. They can be full plans, such as those for health care or pensions, or a simple record of an available benefit such as a car allowance or a cell phone. Benefit Plans are provided by Benefit Suppliers, and much of the detail is typically provided by the suppliers following discussion and agreement with your organization. A wide range of options for assessing eligibility is available. If you set more than one condition, all conditions must be met for eligibility. Many of the fields are not displayed by default and must be added to the page layout; if a field is described in the field description table and not displayed on screen, check the page layout and add the field. You can create more than one version of a Benefit Plan - typically used to support price changes in a plan between enrollment periods. You can also set a start date for the Benefit Costs associated with a Plan, so if costs are the only element of a Plan that is changing, you can continue to use the same Plan with a new Benefit Cost table running from the date the costs change (see page 107). Before you can create a Benefit Plan, the Benefit Supplier hosting the plan must be available on the system. To add a new Benefit Plan: 1. Click the Benefit Suppliers tab. Fairsail displays the Benefit Suppliers Home page. 2. Click the name of the Benefit Supplier hosting the new Plan. Fairsail displays the Benefit Supplier Detail page, with all existing Benefit Plans available from that supplier displayed in the Benefit Plans related list: Fairsail

96 Benefits Enhancements 3. Click New Benefit Plan. Fairsail displays the Benefit Plan Edit page. 4. Complete the fields as follows: Field Description Information section Benefit Plan Name Cost Table Benefit Supplier Version Prior Plan Description The name by which the plan is known. By default the plan name is displayed to Team Members in WX when they work through the benefit selection process. The plan name is also often included in Payflow files - avoid changing the name once set to avoid errors. The name of another Benefit Plan with a Benefit Cost table you want to use for this Plan. If selected, the Benefit Costs from the nominated Plan are used and any Benefit Costs associated with this Plan are ignored. Select Cost Table Lookup costs. to find and select the Benefit Plan you want to supply the The name of the supplier making this plan available. Defaults to the name of the Benefit Supplier you selected at the start of this procedure. If you need to change the supplier, click Benefit Supplier Lookup to find and select the correct supplier. A text label for this version of the Plan. To easily distinguish between versions created for different enrollment periods, use a year as a version label. Version is not displayed by default and must be added to the page layout. The Benefit Plan from the previous enrollment period used to set the values for this enrollment. Use in conjunction with Version when versioning Benefit Plans. Use Prior Plan Lookup to find and select the Plan. Prior Plan is not displayed by default and must be added to the page layout. A description of the plan. The description is displayed to Team Members through WX as Plan Details, and should contain enough information to enable a Team Member to select between plans. Use the content editing tool bar to control the appearance of the description in WX. You can insert links and images if you want. Website The url for a site providing more information about the plan. This is often a page on the Benefit Supplier's website. Enter the url in full starting with or You can also include website links in the Description by clicking Link. Fairsail

97 Benefits Enhancements Field Description Benefit Field Values section Detail for the benefit supplied by the Benefit Plan Benefit Type Start First of Month Deduction Code Picklist. Select the Benefit Type to which this plan is linked. Benefit Types are the Record Types set up for the Benefit object and indicate the type of Benefit record created when this plan is selected by a Team Member. Checkbox. If checked, Fairsail checks the Start Date, and if Start Date is not the first of the month, the benefit start date is moved to the first day of the next month. If unchecked, the benefit starts on the Start Date. The Benefit Deduction Code for this Benefit Plan. The Deduction Code is passed to your payroll system, typically for use on salary advice and internal finance documentation. Policy Number Text, up to 64 characters. An identifier for this Benefit Plan. Policy Numbers are typically allocated by suppliers. Eligibility section Not displayed by default: add an Eligibility section to your page layout to group eligibility fields. All conditions set must be met for eligibility. Eligibility Calculation Eligibility Value The name of the Benefit Calculation used to establish if the primary beneficiary is eligible for this Benefit Plan. Enter the Benefit Calculation Name or use Eligibility Calculation Lookup to find and select the calculation. The value or values that must be matched by the value returned by the Benefit Calculation named in Eligibility Calculation for the primary beneficiary to be eligible for this Benefit Plan. Enter the value as a string, with multiple permitted values comma separated. If the primary beneficiary is not eligible for the Plan, the Plan is removed from the hosting Benefit Set to prevent manual or automatic selection. Fairsail

98 Benefits Enhancements Field Age Determination Method Description The date at which the primary beneficiary's age is assessed to determine eligibility for the Benefit Plan. Age can be used to check compliance with minimum or maximum age requirements and in rate tables. Select the picklist and choose from: Start Date The start date for the benefit as set for the benefit on the Team Member's Employment Record. Period Start Date From Start Date The start date of the first Age Determination Period following the Benefit Start Date. Set Age Determination Period and Age Determination Base Date values. Period End Date From Start Date The end date of the first Age Determination Period following the Benefit Start Date. Set Age Determination Period and Age Determination Base Date values. Effective Date The benefit enrollment effective date at the time the benefit was selected. Period Start Date From Effective Date The start date of the first Age Determination Period following the benefit enrollment effective date. Set Age Determination Period and Age Determination Base Date values. Age Determination Period Period End Date From Effective Date The end date of the first Age Determination Period following the benefit enrollment effective date. Set Age Determination Period and Age Determination Base Date values. Used in conjunction with Age Determination Method Period dates. Select the picklist and choose from: None Yearly Monthly Semimonthly Biweekly Weekly Age Determination Base Date Age Minimum Daily The date used as a starting point to calculate start dates for Age Determination Periods. Select the field to display a calendar. Select the date you want. Leave blank if you do not want to use automatic age determination. The youngest a person can be to be eligible for the Plan. Age Maximum The oldest a person can be to be eligible for the Plan. Fairsail

99 Benefits Enhancements Field Maximum Child Age Service Determination Method Description Number of years. The maximum permitted age of a child that can be covered under this Benefit Plan. The Maximum Child Age field is not displayed by default and must be added to the page layout. The date at which the primary beneficiary's length of service is assessed to determine eligibility for the Benefit Plan. Select the picklist and choose from: Start Date The start date for the benefit as set for the benefit on the Team Member's Employment Record. Period Start Date From Start Date The start date of the first Service Determination Period following the Benefit Start Date. Set Service Determination Period and Service Determination Base Date values. Period End Date From Start Date The end date of the first Service Determination Period following the Benefit Start Date. Set Service Determination Period and Service Determination Base Date values. Effective Date The benefit enrollment effective date at the time the benefit was selected. Period Start Date From Effective Date The start date of the first Service Determination Period following the benefit enrollment effective date. Set Service Determination Period and Service Determination Base Date values. Service Determination Period Period End Date From Effective Date The end date of the first Service Determination Period following the benefit enrollment effective date. Set Service Determination Period and Service Determination Base Date values. Used in conjunction with Service Determination Method Period dates. Select the picklist and choose from: None Yearly Monthly Semimonthly Biweekly Weekly Service Determination Base Date Service Minimum Months Daily The date used as a starting point to calculate start dates for Service Determination Periods. Select the field to display a calendar. Select the date you want. Leave blank if you do not want to use automatic service determination. The minimum length of service in months required for the primary beneficiary to be eligible for the Plan. Fairsail

100 Benefits Enhancements Field Hours Worked Minimum Description The minimum number of hours worked for the primary beneficiary to be eligible for the Plan. Hours worked is taken from the value entered in the Hours Worked field on the Employment Record. Cover Dates section Not displayed by default: add a Cover Dates section to your page layout to group cover date fields Cover Period The minimum period for which cover is available. Click the picklist and select from: None Monthly Semimonthly Biweekly Weekly Cover Base Date Cover Starting Daily The date used as a starting point to calculate start dates for Cover Periods. Often set to coincide with the payroll base date. Click the field to display a calendar. Select the date you want. Leave blank if you do not want to use automatic calculation of Cover Periods. The date used to set the start of cover. Click the picklist and select from: None Effective Date The benefit enrollment effective date at the time the benefit was selected. Start Date The start date for the benefit as set for the benefit on the Team Member's Employment Record. Cover Period Start Date The starting date for a specific cover period, chosen from the dates dictated by the Cover Base Date and the Cover Period. Use a past date to backdate cover, or a future date to ensure cover starts at the same time as a future cover period. Cover Start Pre Offset Months Cover Start Pre Offset Days Cover Start Post Offset Months Next Cover Period Start Date The start date for the first cover period starting after today. A number of months you want to add to the start date or effective date of the benefit to postpone the Cover Start Date. Can be used as well as Cover Start Pre Offset Days, in which case the months value is added before the days value. If left blank, defaults to zero months offset. A number of days you want to add to the start date or the effective date of the benefit to postpone the Cover Start Date. Can be used as well as Cover Start Pre Offset Months, in which case the months value is added before the days value. If left blank, defaults to zero days offset. A number of months you want to add to the cover date after it has been calculated, to postpone the start of cover by an additional period. Can be used as well as Cover Start Post Offset Days, in which case the months value is added before the days value. If left blank, defaults to zero months offset. Fairsail

101 Benefits Enhancements Field Cover Start Post Offset Days Cover Ending Description A number of days you want to add to the cover date after it has been calculated, to postpone the start of cover by an additional period. Can be used as well as Cover Start Post Offset Months, in which case the months value is added before the days value. If left blank, defaults to zero days offset. The date used to set the end of cover. Click the picklist and select from: None Employment End Date The End Date entered for the Team Member on their Employment Record. Start Date Cover Period End Date The end date for a specific cover period, chosen from the dates dictated by the Cover Base Date and the Cover Period. A specific date when benefits using this plan are to start. When specified, Start Date is used for all benefits using this plan selected by Team Members, except: For Team Members with an Employment Record Start Date that is later. In that case, the Employment Record Start Date is taken as the Start Date for the plan. When Start First of Month is checked. In that case, when Start Date is not the first of the month, the start date for all benefits based on this plan moves forward to the start of the next month. When Start Date is blank, the start date for benefits using this plan is taken from: The Start Date for the Benefit Set. End Date Deduction Start Date Deduction Start Offset Months If Benefit Set Start Date is blank, the date the employee selects the benefit. The date when the benefit is to end. If blank, the benefit ends on the end date of the Benefit Set hosting the Benefit Option linked to this Plan. The date on which payments for the benefit are to start being deducted from Team Members. If blank, deductions start on the Start Date. A number of months you want to add to the calculated benefit start date to set the start date for deductions to be made from the employee's salary. Can be: A positive value, to delay the start of deductions until after the benefit has started. Deduction Start Offset Days A negative value, to make deductions before the benefit has started. Can be used as well as Deduction Start Offset Days, in which case the months value is added before the days value. If left blank, defaults to zero months offset. A number of days you want to add to the calculated benefit start date to set the start date for deductions to be made from the employee's salary. Can be: A positive value, to delay the start of deductions until after the benefit has started. A negative value, to make deductions before the benefit has started. Can be used as well as Deduction Start Offset Months, in which case the months value is added before the days value. If left blank, defaults to zero days offset. Fairsail

102 Benefits Enhancements Field Deduction End Date Active Deductions Per Month Description The date on which payments for the benefit are to finish being deducted from Team Members. If blank, deductions finish on the End Date. Checkbox. If checked, benefit records created from this Plan are created as active. If unchecked, benefit records created from this Plan are created as Inactive. Picklist. The number of payroll deductions to be made each month for this Plan. Select the picklist and choose from: All Payrolls Deductions are taken from every payroll made during the month. For biweekly payrolls this can be up to 3. 1, 2, 3, or 4 Deductions are made from the specified number of payrolls each month. If the number selected is less than the number of payrolls in the month, deductions are taken from the earlier payrolls, leaving those later in the month deduction free. If left blank, Deductions Per Month defaults to All Payrolls. Where a Plan specifies a cost for a period longer than the payroll period, the deductions are calculated by division. For example: An annual cost to be met from a biweekly payroll by deductions from All Payrolls: The annual cost is divided by 26 to calculate the per-payroll deduction. An annual cost to be met by 2 payroll deductions per month: The annual cost is divided by 24 to calculate the per-payroll deduction. A semi-annual cost to be met by 1 payroll deduction per month: The semi-annual cost is divided by 6 to calculate the per-payroll deduction. Active On Submit Checkbox. Ensure Active is unchecked if you want to use Active On Submit. If checked, and Active is unchecked, benefit records created from this Plan are not activated until submitted to HR. If unchecked, benefit records created from this Benefit Plan follow the setting of the Active checkbox. Options section Is Declined Cost Selector Calculation Checkbox. If checked, coverage for this Benefit Plan is not applied. Use Is Declined to define an option for a Team Member to waive a benefit. When selected by a Team Member, Fairsail generates a benefit record enabling you to see that the benefit was waived. The name of the benefit calculation that determines which value to use from the cost table for this plan. Fairsail

103 Benefits Enhancements Field Cost Effective Date Method Description Picklist. The method used to set the cost start date used for the Benefit Cost table. Select the picklist and choose from: Effective Date Cover Start Date Effective Date or Today If After Cover Start Date or Today If After Has Open Beneficiary Today Checkbox. If checked: Benefits can be selected without adding the beneficiaries of insurance cover. Has Life Cover Life Cover Approval Method Beneficiaries can be edited at any time. If beneficiaries are added or edited, the total of allocated benefit must always be 100%. Checkbox. If checked, the Benefit Plan supplies or requires life cover and the Team Member is prompted to specify the amount of life cover required. If unchecked, the Team Member is not prompted to specify the amount of life cover required. Picklist. The method used to set the pre-approved amount of life cover. Select the picklist and choose from: Fixed Amount Use the amount set by the Maximum Approved Life Calculation, or, if no calculation is specified, the amount given in Maximum Approved Life Cover. If both Maximum Approved Life Calculation and Maximum Approved Life Cover are given, the Calculation is used and Maximum Approved Life Cover is ignored. Previous Amount Use the amount set for the previous plan. Has Life Cover Additional Maximum Approved Life Cover Maximum Approved Life Calculation Fixed Amount Then Previous Amount For the first implementation of life cover under this Plan use the amount set as defined for the Fixed Amount option, then use that amount as the Previous amount for subsequent implementations. Checkbox. If checked, the Benefit Plan supplies or requires additional life cover and the Team Member is prompted to specify the amount of additional life cover. If unchecked, the Team Member is not prompted to specify an amount of additional life cover. The maximum financial amount of life cover available under this Benefit Plan. Used with a validation rule to restrict the maximum amount of cover an employee can request without evidence. The name of the Benefit Calculation used to provide the value of Maximum Approved Life Cover for this Benefit Plan. Enter the Benefit Calculation Name or use Maximum Approved Life Calculation Lookup to find and select the calculation. Fairsail

104 Benefits Enhancements Field Maximum Additional Life Cover Maximum Additional Life Calculation Cost Per Has Beneficiaries Has Percentage Contribution Maximum Percentage Contribution Maximum Employer Percentage Contribution Has Savings Plan Description The additional financial amount of life cover an employee can request on top of the Maximum Approved Life Cover if evidence is supplied. Used with a validation rule to restrict the overall total permitted amount of life cover an employee can request: Maximum Approved Life Cover + Maximum Additional Life Cover. The name of the Benefit Calculation used to provide the value of Maximum Additional Life Cover for this Benefit Plan. Enter the Benefit Calculation Name or use Maximum Additional Life Calculation Lookup to find and select the calculation. The unit used to express the cost of the benefit. For example, if the benefit costs $2 for every $1000 of coverage, set Cost Per to $1000. Checkbox. If checked, the Team Member is prompted to supply a list a list of beneficiaries for this Benefit Plan. It is not mandatory to enter beneficiaries. If checked and the Benefit Plan is created automatically, it is created without beneficiaries. If unchecked, the Team Member is not prompted for beneficiary names. Automatically created Plans are created with Checkbox. If checked, the Team Member is asked for a percentage of salary contribution for this Benefit Plan. If unchecked, the Team Member is not asked for a percentage of salary contribution. The maximum percentage-of-salary contribution from Team Members for this Benefit Plan. The maximum percentage-of-salary contribution from Employers for this Benefit Plan. Checkbox. If checked, the Team member is prompted for the amount they wish to save per payroll period in this Benefit Plan. The amount is multiplied by the number of payroll periods in the current year and the total amount to be saved over the year is displayed. If checked, and Savings Plan Enter Annual Amount is also checked, the Team member is prompted for the amount they wish to save during the current year. If unchecked, the Team member is not asked for a savings plan amount. Fairsail

105 Benefits Enhancements Field Savings Plan Enter Annual Amount Description Checkbox. Works in conjunction with Has Savings Plan. Has Savings Plan must be checked for Savings Plan Enter Annual Amount to have any effect. Savings Plan Entry Method If checked, and Has Savings Plan is also checked, the Team Member is prompted for the amount they wish to save during the current year in this Benefit Plan. The amount entered by the Team Member is used to calculate the amount to be deducted from each payroll, using the value given in Deductions Per Month for this Plan. The per-payroll deduction is displayed Where the calculation results in a fraction of a currency unit for each deduction, the total amount is rounded down to the nearest value enabling whole units. For example, an entered annual amount of $5000 to be deducted from 26 biweekly payrolls is rounded down to deduct 26 amounts of $ to give an annual savings amount of $ If the Plan is selected and an annual amount entered part way through a year, the per-payroll deduction is calculated on the number of payrolls left in the year. If unchecked, and Has Savings Plan is checked, the Team member is prompted for the per-payroll amount. If both are unchecked, the Team member is not asked for a savings plan amount. Picklist. The method used to set the amount to be saved into the savings plan. Values are converted into amounts per pay period, taking into account the value set for Deductions Per Month. Select the picklist and choose from: Pay Period The Plan uses the savings amount as the amount to be deducted per Pay Period. Monthly The Plan uses the savings amount as the amount to be deducted per month. Fairsail converts the amount into an amount per Pay Period so that deductions can be made from pay checks. The value set for Deductions Per Month is included in the calculation. Fractional values are rounded down so that the specified amount is not exceeded. Yearly The Plan uses the savings amount as the amount to be deducted annually. Fairsail converts the amount into an amount per Pay Period so that deductions can be made from pay checks. The value set for Deductions Per Month is included in the calculation. Fractional values are rounded down so that the specified amount is not exceeded. Fairsail

106 Benefits Enhancements Field Description Enrollment section Enrollment Instructions The instruction for Team Members wishing to enroll in this Benefit Plan. By default, instructions are displayed in WX. Use the content editing tool bar to control the appearance of the instructions in WX. You can insert links and images if you want. 5. Click: o Save to save the Benefit Plan details. Fairsail displays the Benefit Plan Detail page ready for you to add further details for this plan such as Benefit Costs and Calculations. o Save & New to save the Benefit Plan details and display another Benefit Plan Edit page. o Cancel to discard your changes and return to the Benefit Supplier Detail page. Completed Benefit Plans can be cloned using Export and Import options. Fairsail

107 Benefits Enhancements Defining Benefit Costs A Benefit Plan can have one or more costs associated with it. For example, a medical insurance plan may have different costs defined for the: Employee Employee and children Employee and domestic partner Employee and family Employee and spouse Employee plus one, two, or three Each cost is separately defined and allocated a unique Benefit Cost number of the form BCnnnn. Cost tables can include negative numbers to represent payments to employees. Costs can have a start date, enabling you to add new costs for an existing Plan from a given date without having to re-create the Plan. Use the Cost Effective Date Method on the Benefit Plan (see page 95) to determine how the cost start date is set. To define a Benefit Cost: 1. Click the Benefit Suppliers tab. Fairsail displays the Benefit Suppliers Home page. 2. Click the name of the Benefit Supplier hosting the plan for which you want to define a Benefit Cost Fairsail displays the Benefit Supplier Detail page. 3. In the Benefit Plans related list, click the name of the plan for which you want to define a Benefit Cost. Fairsail displays the Benefit Plan Detail page. 4. Scroll down to the Benefit Costs related list. 5. Click New Benefit Cost: Fairsail displays the New Benefit Cost page. Fairsail

108 Benefits Enhancements 6. Complete the fields as follows: Field Description Information section Benefit Plan Coverage Employee Deduction Employer Cost Start Date The name of the plan hosting this cost. Defaults to the plan you selected earlier in this procedure. To choose a different plan, click Benefit Plan Lookup, find and select the correct plan. Picklist. The person or people covered by this cost. For example, Employee, Employee and family, Children only. Selecting Coverage other than Employee generates a prompt WX for the names of the dependants covered. Click the picklist and select the coverage. By default the picklist does not include options for Employee Plus Two or Employee Plus Three. You can add these values to the Coverage picklist in the Benefit Cost object. Ensure spelling and capitalization is exactly as given here. The cost of this benefit to the employee per pay period. The cost of this benefit to the employer per pay period. The date this cost table is to start. If blank, this cost table applies immediately. Age range cost applies to... section For example, the cost of supplemental life insurance for a spouse often varies by age band. Use these fields to define the minimum and maximum ages for each band. Leave this section blank if the cost applies to all ages. Minimum Age Maximum Age The youngest age at which this benefit cost applies. The oldest age at which this benefit cost applies. Selector value cost applies to...section Leave blank if this cost does not use a Cost Selector. Selector Value If using a Cost Selector Calculation (see page 95), the value resulting from the calculation that causes this Benefit Cost to be chosen. 7. Click: o Save to save the Benefit Cost details. Fairsail displays the Benefit Cost Detail page. o Save & New to save the Benefit Cost details and display another New Benefit Cost page. o Cancel to discard your changes and return to the Benefit Plan Detail page. Fairsail

109 Benefits Enhancements Exporting and Importing a Benefit Plan Exporting a Benefit Plan copies Benefit Costs and Benefit Calculations along with the Plan, but not Benefit Options or attached documents. Export/import uses a.fs file to enable copying within an org or between orgs. If you are copying a Plan to apply pricing changes, bear in mind that you can create a new Benefit Cost table with a start date to apply the new costs from that date to the existing Plan (see page 107). If the costs are the only part of the Plan that is changing, you do not then need to copy the Plan to apply the new costs. To export and import a Benefit Plan: 1. Select the Benefit Suppliers tab. 2. In the list of Benefit Suppliers select the Name of the Supplier hosting the Benefit Plan you want to copy. Fairsail displays the Benefit Supplier Detail page. 3. In the Benefit Plans Related List select the Benefit Plan Name for the Plan you want to copy: Fairsail displays the Benefit Plan Detail page. 4. Select Export: 5. When prompted, select to Save the.fs file. By default, the file is named using the form: <Benefit_Plan_Name>.fs For example: 401K_Plan.fs The file is saved to your Download folder. Fairsail

110 Benefits Enhancements 6. Open the target org for the copied Benefit Plan. You can import the copy into the org hosting the original Plan, or into a different org. The target org must have a defined Benefit Supplier with the same name as that hosting the Plan in the original org. 7. Select the Payflow Services tab. 8. On the Payflow Services Home page, select the All View and select Go to display the Payflow Services List View. 9. Select Import: 10. On the Import Data page, select Browse..., find and select the file, then select Import. Fairsail imports the Benefit Plan and attaches it to the Benefit Supplier with the same name as the Supplier hosting the Plan in the original org. Exporting and Importing copies the Benefit Plan as well as all associated Benefit Costs and Benefit Calculations. It does not copy Associated Benefit Options or attachments. Fairsail