Enterprise PBCS Using the Workforce Planning Process

Transcription

1 ORACLE CORPORATION Enterprise PBCS Using the Workforce Planning Process Hands-on Training January 2018 DISCLAIMER The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle s products remains at the sole discretion of Oracle. By EPM Product Management Team Enterprise PBCS Hands-on Training December 2017 Page 1

2 Introduction The following exercises are intended to provide attendees with the following: An overview of the end user experience in the product (e.g. navigation, naming conventions, etc.) Detailed training on custom configuration of the planning processes (e.g. to support a customer proof of concept) A Planning environment has been assigned to you. The exercises are based on the version of the demo application. The exercises build on each other, so please do them in order. Table of Contents Lesson 1: Defining New Additional Earning...3 Exercise 1: Configure New Additional Earning... 3 Exercise 2: Assign Additional Earning Default Values... 5 Lesson 2: Customizing Pre-defined Content...9 Exercise 1: Add Bonus Rate Account to OEP_WFP Cube... 9 Exercise 2: Create a new Form for Bonus Rate input Exercise 3: Create a New Navigation Flow Exercise 4: Modify Member Formula Logic for Override Exercise 5: Unit Test the Modified Logic Lesson 3: Modifying Existing Components in the Benefits & Taxes Wizard Exercise 1: Add Threshold to Bonus Pay Exercise 2: Defining a Rate Table Benefit Exercise 3: Defining a Rate Table and Threshold Benefit Exercise 4: Defining a Rate Table and Threshold Tax with a Twist Enterprise PBCS Hands-on Training December 2017 Page 2

3 Lesson 1: Defining New Additional Earning The user wants to add the following Earning: 1. Bonus Pay for All Employees Exercise 1: Configure New Additional Earning 1. Configure Workforce a. Select Application from home page b. Select Configure c. Select Workforce from drop-down pointer 2. Select Benefits and Taxes 3. Change/Ensure Filter is set to Plan, Working, and Additional Earnings Note: To change Filter value(s), select any of the hyperlink members to open the selection dialog box Enterprise PBCS Hands-on Training December 2017 Page 3

4 4. Select Bonus Pay 5. Set the Bonus Pay Details as follows: Detail Component Type Financial Account Payment Terms Value Type Maximum Value Type Taxable Component Earning Type Value Simple Bonus Monthly (Calendar Year) Percentage of Salary Flat Amount Yes Add to Gross Pay 6. Select the Next 7. Set the No Option as follows: Enterprise PBCS Hands-on Training December 2017 Page 4

5 Year Rate Threshold FY17 10 {blank} FY18 10 {blank} FY19 10 {blank} 8. Select Next 9. Review data entered and Save and OK 10. Select Close twice EXERCISE COMPLETE Exercise 2: Assign Additional Earning Default Values Now that the Bonus Pay Additional Earning has been configured in the Benefits & Tax Wizard, a Default Value must be created to call on Bonus Pay in the Compensation Planning model. 1. Select Navigator icon and Compensation Planning Enterprise PBCS Hands-on Training December 2017 Page 5

6 2. Select Defaults vertical tab and Additional Earnings horizontal tab within Compensation Planning 3. Ensure POV is set to Working->Plan->Sales US->USD 4. Select Actions and choose Add Earning Defaults 5. Set the Earnings Defaults values as follows: Prompt Earning Job Union Code Option Value Bonus Pay OWP_All Jobs OWP_All Union Code No Option 6. Select Launch and OK 7. Confirm the Earning Default executed properly by confirming a new row now exists in the form for Bonus Pay Enterprise PBCS Hands-on Training December 2017 Page 6

7 8. Select the Manage Employees vertical tab, the Existing Employees horizontal tab, and expand the Total Compensation column to confirm there is no column for Total Earnings (would be between Total Salary and Total Benefits ). Note, due to a separate training exercise the Total Earnings column may appear but it should not have any data. The point here is to show that nothing is already calculated and the result will come from you completing this exercise. Additionally, this separate training may have left the Project as Unspecified Project but you should change it to No Project and refresh the page ( Go arrow) to see data. 9. Scroll to the first, blank row at the bottom of the grid and highlight the entire row. Hint: hover just to the left of the leftmost cell under Mathew,Peter and left-click. 10. With entire, blank row selected, hover over grid to expose grid tool bar, select the Gear icon and select Synchronize Defaults. 11. Set the prompt values as follows: Enterprise PBCS Hands-on Training December 2017 Page 7

8 Prompt Scenario Version Department Enter Currency Select Job Employee Select Value Plan Working Sales US USD OWP_Total Jobs OWP_Total Employees No Project Note: OWP_Total Jobs is different from OWP_All Jobs which was used in the assignment of the defaults. 12. Select Launch (Note, this may take a few minutes) 13. Expand Total Compensation column and notice the Total Earnings column now appears and has data. (Note, Total Earnings should be 10% of Total Salary based on our Benefits & Tax settings from previous exercise.) 14. Select Employee Details vertical tab, set POV to Sales Op Analyst->Stark,Rob->No Project and notice Bonus Pay now appears. Enterprise PBCS Hands-on Training December 2017 Page 8

9 15. Select the Oracle logo or Home icon to return to the spring board/home/landing page EXERCISE COMPLETE Lesson 2: Customizing Pre-defined Content Now that we have created a Bonus Pay default for all Employees and all Jobs in the previous Lesson, let s now discuss a use-case where the customer will get an extract of each Employee s specific, targeted Bonus Rate (i.e. Percentage). The Bonus Rate varies wildly from employee to employee such that a Default Rate or Rates can t be differentiated at the Job and Union Code level. We want to modify the Bonus Pay Additional Earning to simply calculate Total Salary times Bonus Rate for existing Employees. This lesson will cover how to modify the out-of-box (OOB) content to achieve this customization as an override to the Bonus Pay Default we have already created. Exercise 1: Add Bonus Rate Account to OEP_WFP Cube 1. Add a new Account, Bonus_Rate, as a sibling to Account\OWP_Workforce Planning Accounts\OWP_Workforce Planning Assumptions\OWP_Employee Properties\OWP_Dynamic Properties for the OEP_WFP Cube via Dimension Editor with the following properties: Enterprise PBCS Hands-on Training December 2017 Page 9

10 2. From the Dimension Editor, Select Actions\Refresh Database Enterprise PBCS Hands-on Training December 2017 Page 10

11 3. Select Refresh after thoroughly reading the Warning 4. Select Finish when the Refresh has completed. EXERCISE COMPLETE Exercise 2: Create a new Form for Bonus Rate input Let s create a new form to allow us to enter a Bonus Pay override per Employee. We ll use an existing form as a starting point to save time. 1. Select Navigator icon\create and Manage\Forms Enterprise PBCS Hands-on Training December 2017 Page 11

12 2. Expand Form folder to Forms\Workforce\Workforce Plan Sheets Compensation 3. Edit Manage Existing Employees form a. Select Save As b. Name the form Input Bonus Rate per Employee c. Select OK d. Select Finish 4. Edit the new Input Bonus Rate per Employee form making the following edits a. Change the Accounts in Column A to be Bonus_Rate only (first cell in column A) b. Change the Periods in Column A to be BegBalance only (third cell in column A) c. Delete Column B (leave original Columns A & C, which will be A & B after this step) Enterprise PBCS Hands-on Training December 2017 Page 12

13 d. Change Account Dimension Property for last column (now Column B after deleting previous Column B) by putting cursor in this cell and selecting Start Expanded from Dimension Properties on right panel e. Select Display Properties from the right panel, de-select Make form read-only and select Hide Save Confirmation Message f. Select Business Rules tab and add OEP_WFP Rule Calculate Existing Employee Compensation to the Selected Business Rules, move it above OEP_WFP Rule Rollup WFP Cube, and select Use Members on Form for this rule Enterprise PBCS Hands-on Training December 2017 Page 13

14 g. Select Finish to close the form h. Close the form management overlay window (click upper right X ) EXERCISE COMPLETE Exercise 3: Create a New Navigation Flow Now that we have added a new form, we need to add it to the Navigation Flow. The Default Navigation Flow is read-only, so we must make a copy in order to edit it. 1. Select Navigator icon\tools\navigation Flow Enterprise PBCS Hands-on Training December 2017 Page 14

15 2. With the Default Navigation Flow highlighted (light blue/gray shading), Select the Gear icon\create Copy a. Enter Training for the new Navigation Flow Name b. Select OK 3. Select the new Training Navigation Flow (click on the hyperlink on the name Training ) a. Expand to Workforce\Compensation Planning b. Select Compensation Planning c. Select Manage Employees Enterprise PBCS Hands-on Training December 2017 Page 15

16 d. Select Add New Sub Tab e. Type Enter Bonus Rate for the Sub Tab Name f. Choose the Edit Icon (Optional) g. Select the magnifying glass icon to the right of the Artifact text box h. Search for Input Bonus in the Library (Hint: select the magnifying glass icon after typing the name to initiate the search) i. Select the Input Bonus Rate per Employee form j. Select OK k. Select Save and Close (ensure Enter Bonus Rate Sub Tab appears on the Tab) l. Select Save and Close again m. Select Save and Close again, almost there n. Select Save and Close again, last one, I promise for now Enterprise PBCS Hands-on Training December 2017 Page 16

17 4. Activate new Training Navigation Flow a. Click the Inactive hyperlink for the Training Navigation Flow b. Ensure the Training Navigation Flow is now the only Active one c. Select the Oracle logo or the Home icon to return to the spring board/home/landing page d. Select the User Name Administrator from the upper right corner e. Select Reload Navigation Flow f. Navigate to Workforce\Compensation Planning\Manage Employees and confirm Enter Bonus Rate is now present as the third horizontal tab EXERCISE COMPLETE Enterprise PBCS Hands-on Training December 2017 Page 17

18 Exercise 4: Modify Member Formula Logic for Override Now that we have a new Bonus Rate available as an override to the Default Bonus Pay Additional Earning, we need to modify the Additional Earning member formula logic to factor in this override while still including the override in any downstream Benefits or Tax calculations. NOTE: For training purposes, we will only edit one sub-section, Month options, of the Member Formula and only one of the Earnings Accounts, OWP_Earning1. In a real situation, all sections of the Member Formula should be modified such that Benefit & Tax Wizard configuration selections for Half Yearly, Quarterly Pay, Fiscal Quarterly Pay, Once in a Year, Once in a Fiscal Year, Monthly, and Bi- Monthly will be calculated correctly with the override modification. Also, each Earning Account (e.g. OWP_Earning1 through OWP_Earning10) should have the Member Formula copied for each of them exactly. 1. Navigate to the Dimension Editor 2. Expand to Account\OWP_Workforce Planning Accounts\OWP_Workforce Expenses\OWP_Total Compensation\OWP_Total Earnings\OWP_Earning1 3. Edit the OWP_Earning1 member (Hint: use the lower Pencil /Edit icon to edit the dimension member rather than the higher Pencil /Edit icon, which edits the Dimension itself) a. Select the Member Formula tab b. Wait several seconds for the Member Formula field to display as empty but with Row 1 displayed Enterprise PBCS Hands-on Training December 2017 Page 18

19 c. Change the Cube to OEP_WFP (wait for Member Formula logic to appear) d. Select the option to Wrap text in the Member Formula e. Remember the note at beginning about only modifying a subsection of the Member Formula for OWP_Earning1 for Training purposes only. Navigate to line 62 of the Member Formula such that it is at the top of the screen to allow full view. Each section should be updated accordingly. Enterprise PBCS Hands-on Training December 2017 Page 19

20 f. Add the following IF condition AFTER line 69 (end of Month Options section and prior to Bi-Monthly section) to multiply Total Salary times the Bonus Rate: For ease of copying/pasting this step, here is the formula s text: IF("No Property"->"BegBalance"==[OWP_EarningList.Bonus_Pay] AND "Bonus_Rate"->"No Property"- >"BegBalance" <> #Missing) "OWP_Expense Amount"="OWP_Total Salary"->"OWP_Expense Amount"*("Bonus_Rate"->"No Property"->"BegBalance"/100); ENDIF Note: For this use case, we leave the existing logic for New Hires and those Existing Employees that might not have a Bonus Rate loaded but should still receive the Default Bonus Pay. Each customer will have their own specific customization requirements but this example is a common one. g. Select Validate to ensure no errors in the Member Formula (Hint: Not the Check Syntax icon but the Validate Button in the lower right portion of the screen) h. Select Save i. OPTIONAL: Go to each section of this Member Formula, as noted at the beginning of this Exercise and add this same IF condition after the appropriate ENDIF within each section. Currently, as of 17.11, there are seven (7) sections that would need this additional IF condition logic. Enterprise PBCS Hands-on Training December 2017 Page 20

21 j. Copy and Paste the entire {Ctrl-A} OEP_WFP cube Member Formula from OWP_Earning1 to all other OWP_EarningX Accounts (e.g. 2 through 10) and Save k. Select Actions\Refresh Database\Refresh\Finish to update the Cube with the modified Member Formula logic NOTE: The end of the Member Formula still checks for any thresholds defined in the Benefits & Tax Wizard to apply even to overridden percentages. Thus, the threshold is honored. If a customer does not want this threshold to apply to the overridden calculation, modify this section of the Member Formula in each of the Earnings Accounts. Additionally, the end of the Member Formula still applies the Add to Gross Pay and Taxable = Yes to the overridden logic for continued, downstream usage with applicable Benefits and Taxes. Depending on the customization requirements, further modifications to the Member Formula may be made. This example shows you how to add an override while still honoring thresholds, if any, and downstream Benefits and Taxes. EXERCISE COMPLETE Exercise 5: Unit Test the Modified Logic Let s now enter some overriding Bonus Rates for Employees to test the Member Formula modifications. 1. Navigate to Workforce\Compensation Planning\Manage Employees\Enter Bonus Rate. Note the Total Earnings are exactly 10% of Total Salary from our first Lesson. (Hint: for subsequent comparison, also note the Total Taxes and Total Compensation amounts for Rob Stark) Enterprise PBCS Hands-on Training December 2017 Page 21

22 2. Enter 5 for the Bonus Rate for Rob Stark Note, for Training purposes you may enter the 5 for FY17 only but in a real situation, the Bonus Rate should be entered in all applicable Years. You may optionally enter and save a Bonus Rate in FY18 and FY19 for this exercise. 3. Save the Data 4. Highlight the entire row for Stark,Rob ensuring the black box outline highlights the row 5. Select Actions and choose Calculate Compensation for the row highlighted Note: Since no changes were made to the Bonus Pay Component in the Benefits & Tax Wizard, we do NOT need to execute the Synchronize Defaults or Synchronize Component Definition rule. Since the only data change is the Bonus Rate entered in the OEP_WFP cube, Calculate Compensation is all that is needed. 6. Review the change to Total Earnings, Total Taxes, and Total Compensation for Rob Stark such that the Total Earnings are now half of what they were (5% of $90,000) and the downstream Taxes and Total Compensation are updated based on this data change (Compare to screen shot above, if you have doubts). Enterprise PBCS Hands-on Training December 2017 Page 22

23 7. Select the Oracle logo to return to the spring board/home/landing page EXERCISE COMPLETE Lesson 3: Modifying Existing Components in the Benefits & Taxes Wizard In this lesson, we will modify existing Additional Earnings, Benefits, and Taxes to re-familiarize yourself with the various Benefits and Taxes Wizard configuration parameters. Exercise 1: Add Threshold to Bonus Pay 1. Navigate to Application\Configure\Workforce\Benefits and Taxes 2. Set the Filter to OEP_Plan, OEP_Working, Additional Earnings 3. Select Apply 4. Select Bonus Pay 5. Select Next 6. Enter Threshold values as follows: Year Rate Threshold FY ,000 FY ,000 FY , Select Next 8. Select Save 9. Select OK 10. Select Close twice 11. Navigate to Workforce\Compensation Planning\Manage Employees\Enter Bonus Rate form 12. Highlight entire Row for John,Patrick ensuring the black box outline highlights the row Enterprise PBCS Hands-on Training December 2017 Page 23

24 13. Select Action and choose Synchronize Component Definition for the highlighted row Note: Since changes were made to an EXISTING Component (Bonus Pay) in the Benefits & Tax Wizard, we do NEED to execute the Synchronize Component Definition rule. The Synchronize Defaults rule is NOT needed for this change, since it is only used for NEW Components added to the Benefits and Taxes Wizard. It would also calculate correctly but it is a slower calculation than Synchronize Component Definition. The Calculate Compensation rule would NOT have shown any change to the Bonus Pay relative to the new Threshold without running one of the Synchronize rules first. 14. Review the change to Total Earnings, Total Taxes, and Total Compensation for Patrick John such that the Total Earnings are now capped at $18,000 based on our newly added Threshold amount instead of the $20,000 they were (10% of $200,000) and the downstream Taxes and Total Compensation are updated based on this data change (Compare to screen shot above, if you have doubts). 15. Select the Oracle logo to return to the spring board/home/landing page EXERCISE COMPLETE Enterprise PBCS Hands-on Training December 2017 Page 24

25 Exercise 2: Defining a Rate Table Benefit The previous Lessons have focused on Bonus Pay, which was configured as a Simple Component Type. In this Exercise will re-familiarize yourself with a Rate Table Component Type leveraging multiple Options to be assigned by different Jobs. The differences between Simple and Rate Table is no Threshold for Rate Table and Simple only allows a single Option (OWP_No Option) to be Defaulted whereas Rate Table lets you select as many Options as necessary (within Best Practice Guidelines). 1. Navigate to Application\Configure\Workforce\Benefits and Taxes 2. Set the Filter to OEP_Plan, OEP_Working, Benefits 3. Select Other Benefit 1 4. Set the parameters as shown: 5. Select Next 6. Enter Rates for Option 1, Option 2, and Option 3 as shown: 7. Select Next 8. Review selections. Note that since Monthly was the selected parameter, the Rate is a Monthly value not an Annual value. 9. Select Save 10. Select OK Enterprise PBCS Hands-on Training December 2017 Page 25

26 11. Select Close 12. Select Close again 13. Navigate to Workforce\Compensation Planning\Defaults\Benefits form 14. Select Actions and choose Add Benefit Default 15. Make the following selections: 16. Select Launch 17. Select OK 18. Ensure new Other Benefit 1 with Option 1 is assigned to Sales Associate for OWP_All Union Code 19. Select Actions and choose Add Benefit Default again 20. Make the following selections: 21. Select Launch 22. Select OK 23. Ensure new Other Benefit 1 with Option 2 is assigned to Sales Manager for OWP_All Union Code 24. Select Actions and choose Add Benefit Default again 25. Make the following selections: 26. Select Launch 27. Select OK 28. Ensure new Other Benefit 1 with Option 3 is assigned to Sales Director for OWP_All Union Code 29. For Training convenience purposes, navigate to the Workforce\Compensation Planning\Manage Employees\Enter Bonus Rate form (you could go Manage Employees\Existing Employees ) but this new form is easy to use for verification purposes 30. Select the first blank row below Mathew,Peter 31. Select Actions and choose Synchronize Defaults 32. Set the prompt values as follows: Enterprise PBCS Hands-on Training December 2017 Page 26

27 33. Select Launch 34. Navigate to the Workforce\Compensation Planning\Employee Details form 35. Select Sales Associate->Mathew,Peter->No Project 36. Select the Go Arrow 37. Review the Compensation grid in the lower left corner to see that Other Benefit 1 now appears with $1,000 in each month to correspond to Option Select Sales Manager->Molinari,Sara->No Project 39. Select the Go Arrow 40. Review the Compensation grid in the lower left corner to see that Other Benefit 1 now appears with $2,000 in each month to correspond to Option Select Sales Director->John,Patrick ->No Project 42. Select the Go Arrow 43. Review the Compensation grid in the lower left corner to see that Other Benefit 1 now appears with $3,000 in each month to correspond to Option 3 Note: The advantage to Rate Table allows for different Options or flavors of a particular Component (i.e. Additional Earning, Benefit, or Tax). Please use your creative application design skills to define the correct combination of Components and Options/Tiers to define the Default assignment for these Earnings, Benefits, and Taxes. In conjunction, leverage the appropriate Default Driver dimensions (e.g. Job and Union Code in an Employee and Job model) such as Union Code to help delineate different types of Employees that require different Default Assignments without exploding the number of Components and/or Options/Tiers. Enterprise PBCS Hands-on Training December 2017 Page 27

28 EXERCISE COMPLETE Exercise 3: Defining a Rate Table and Threshold Benefit This exercise will re-familiarize you with the Rate Table and Threshold Component Type. Rate Table and Threshold combines the features of Simple and Rate Table Component Types where Thresholds can be set using multiple Options instead of a single, default Option (OWP_No Option). 1. Navigate to Application\Configure\Workforce\Benefits and Taxes 2. Set the Filter to OEP_Plan, OEP_Working, Benefits 3. Select Other Benefit 2 4. Set the parameters as shown: 5. Select Next 6. Enter Rates and Thresholds for Option1 and Option 2 as shown: 7. Select Next 8. Review selections. Note that since Quarterly was the selected parameter for Payment Terms and Pay During Last Period was selected for the Payment Frequency, the Rate is only shown in the last Period of each Quarter and the Threshold is an Annual value Enterprise PBCS Hands-on Training December 2017 Page 28

29 9. Select Save 10. Select OK 11. Select Close 12. Select Close again 13. Navigate to Workforce\Compensation Planning\Defaults\Benefits form 14. Select Actions and choose Add Benefit Default 15. Make the following selections: 16. Select Launch 17. Select OK 18. Ensure new Other Benefit 2 with Option 1 is assigned to Sales Manager for OWP_All Union Code 19. Select Actions and choose Add Benefit Default again 20. Make the following selections: 21. Select Launch 22. Select OK 23. Ensure new Other Benefit 2 with Option 2 is assigned to Sales Director for OWP_All Union Code 24. For Training convenience purposes, navigate to the Workforce\Compensation Planning\Manage Employees\Enter Bonus Rate form (you could go to Manage Employees\Existing Employees ) but this new form is easy to use for verification purposes 25. Select the first blank row below Mathew,Peter 26. Select Actions and choose Synchronize Defaults 27. Set the prompt values as follows: Enterprise PBCS Hands-on Training December 2017 Page 29

30 28. Select Launch 29. Navigate to the Workforce\Compensation Planning\Employee Details form 30. Select Sales Manager->Molinari,Sara->No Project 31. Select the Go Arrow 32. Review the Compensation grid in the lower left corner to see that Other Benefit 2 now appears with 10% of Total Salary in the last month of each quarter up to the Threshold set in Option 1 of $3, Select Sales Director->John,Patrick ->No Project 34. Select the Go Arrow 35. Review the Compensation grid in the lower left corner to see that Other Benefit 2 now appears with 10% of Total Salary in the last month of each quarter up to the Threshold set in Option 2 of $5,000 EXERCISE COMPLETE Exercise 4: Defining a Rate Table and Threshold Tax with a Twist Taxes (i.e. Not Additional Earnings or Benefits) also provide an additional configuration option with the Rate and Threshold Component Type. The Maximum Value Type offers Threshold Amount as a selection. This selection allows for Taxes to cross the Tiers for different Thresholds rather than assigning any one Tier as a Default. For example, a Country Tax might be 10% on the first $75,000 of Year-to-Date (YTD) earnings, 5% on the amount above the first Threshold ($75,000) up to $100,000 of YTD earnings, and 1% on anything above the second Threshold ($100,000). Thus, each Default is not applicable to any one Tax Tier but may cross each of them depending on the total salary earned. Enterprise PBCS Hands-on Training December 2017 Page 30

31 1. Navigate to Application\Configure\Workforce\Benefits and Taxes 2. Set the Filter to OEP_Plan, OEP_Working, Taxes 3. Select Other Tax 1 4. Set the parameters as shown: 5. Select Next 6. Enter Rates and Thresholds for Tier 1, Tier 2, and Tier 3 as shown: Note: The final Tier s Threshold needs to be an exceptionally large value to cover the infinite amount above the penultimate Threshold. 7. Select Next 8. Review selections. Note that since Monthly was the selected parameter for Payment Terms, the Rate is a Monthly value not an Annual value but the Threshold is an Annual value 9. Select Save 10. Select OK 11. Select Close 12. Select Close again 13. Navigate to Workforce\Compensation Planning\Defaults\Taxes form 14. Select Actions and choose Add Tax Default 15. Make the following selections: Enterprise PBCS Hands-on Training December 2017 Page 31

32 Note: The Tier selected in this prompt is irrelevant. Any Tier may be selected in this prompt as it is ignored in the calculation when the Maximum Value Type is set to Threshold Amount 16. Select Launch 17. Select OK 18. Ensure new Other Tax 1 with No Tier (could be blank or any selection, see note above) is assigned to OWP_All Jobs for OWP_All Union Code 19. For Training convenience purposes, navigate to the Workforce\Compensation Planning\Manage Employees\Enter Bonus Rate form (you could go Manage Employees\Existing Employees ) but this new form is easy to use for verification purposes 20. Select the first blank row below Mathew,Peter 21. Select Actions and choose Synchronize Defaults 22. Set the prompt values as follows: 23. Select Launch 24. Navigate to the Workforce\Compensation Planning\Employee Details form 25. Select Sales Director->John,Patrick->No Project 26. Select the Go Arrow 27. Review the Compensation grid in the lower left corner to see that Other Tax 1 now appears with 10% of Total Taxable Earnings up to $75,000, 5% for the amount above $75,000 up to $100,000, and 1% for the amount of Total Taxable Earnings over $100,000. In this example, Total Taxable Earnings includes Basic Salary (referenced by Grade9), Bonus Pay, and Car Allowance. Enterprise PBCS Hands-on Training December 2017 Page 32

33 Note the months where the Other Tax 1 amount changes. May drops as the $75,000 YTD Threshold is met in this month, so there is a partial amount paid at the 10% Rate and the remainder at the 5% Rate. June drops again as the $100,000 YTD Threshold is met in this month, so there is a partial amount paid at the 5% Rate and the remainder at the 1% Rate. July drops again as the entire Total Taxable Earnings are now at the 1% Rate only. November drops again because the Bonus Pay meets its Threshold in this month, so the Total Taxable Earnings drops while still at the 1% Other Tax 1 Rate. December drops again since the Bonus Pay is now zero, so the Total Taxable Earnings drop again while still at the 1% Other Tax 1 Rate. See below for a spreadsheet showing the breakdown: EXERCISE COMPLETE Congratulations, you are now an expert in EPBCS WFP! Enterprise PBCS Hands-on Training December 2017 Page 33