Oracle Human Resources Management Systems Compensation and Benefits Management Guide

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Preface

General Compensation Structures

General Compensation Structures Overview

General Compensation Structures

Elements: Building Blocks of Pay and Benefits

Input Values: Flexible Description of Compensation

Rules for Allocating Compensation

Compensation Entry: Making It Fast and Reliable

Element Classifications and Processing Sequence

Compensation Policy Changes

Setting Up Total Compensation Elements

Defining an Element

Defining an Element's Input Values

Defining and Linking an Element for Standard and Advanced Benefits

Deleting an Element

Defining Element Links

Generating Element Links

Running the Element Link Details Report

Defining an Element or Distribution Set

Compensation Entry

Compensation Reporting

HR or Payroll Extracts

Making Manual Element Entries

Adjusting a Pay Value

Deleting Element Entries

Listing Employees by Element

Viewing Element Entry History

Configuring the HR or Payroll Extracts

Running the HR or Payroll Extracts

Plan Design

Reimbursement Plans

Plan Design Copy

Special Requirements for Plan Design

Reporting Groups

Defining a Benefits Program

Associating Plans and Plan Types with a Program

Defining Waive Reasons for Plan Types in a Program (Advanced Benefits)

Defining Participation Eligibility Criteria for a Compensation Object

Associating a Life Event Reason with a Compensation Object (Advanced Benefits)

Associating an Organization with a Benefits Program

Associating Reporting Groups with a Program

Associating Program or Plan Year Periods with a Program

Defining Plan Types

Setting Up Spending Account Plans for Forfeitures (Advanced Benefits)

Defining a Benefits Plan

Defining Eligibility and Activity Rate Requirements for a Plan

Defining Plan Restrictions

Defining a Maximum Waiting Period Requirement for a Plan

Defining a Plan Not in Program

Associating Options with a Plan

Maintaining Plan Related Details

Defining Combinations of Plans and Plan Types

Defining Waive Reasons for a Plan (Advanced Benefits)

Maintaining Primary Care Providers for a Plan

Defining Options

Navigating the Program Structure Hierarchy

Defining a Program or Plan Year Period

Defining a Reimbursement Plan (Advanced Benefits)

Defining Reimbursable Goods and Service Types

Copying a Program or Plan

Exporting a Plan Design to a File

Importing a Plan Design From a File

Purging Plan Design Copy Data

Defining a Reporting Group

Defining Regulatory Bodies for a Plan

Defining Regulations for a Plan

Eligibility Requirements for Total Compensation

Waiting Periods

Continuing Eligibility: Benefits Assignments

Eligibility Profile Criteria

User-defined Eligibility Criteria

Derived Factors

Defining an Eligibility Profile

Defining Your Own Eligibility Criteria

Defining Derived Factors: Compensation Level

Defining Derived Factors: Percent of Full Time Employment

Defining Derived Factors: Hours Worked In Period

Defining Derived Factors: Age

Defining Derived Factors: Length of Service

Defining Derived Factors: Combination Age and Length of Service

Defining a Dependent Coverage Eligibility Profile

Defining Benefits Groups

Defining Regulations

Defining Postal Zip Ranges

Defining Service Areas

Salary, Grades, and Pay Administration

Salary, Grades, and Pay Administration Overview

Salary, Grades, and Pay Administration

Salary Earnings Elements

Salary Basis

Salary Components

Setting Up Salary Administration

Creating a Salary Element

Linking the Salary Element

Validating Salary Entries

Creating Salary Components

Defining a Salary Basis

Starting Salary and Salary Proposals

Salary Spreadsheets

Using the Salary Management Folder

Reviewing Current Salaries

Viewing Salary History

Running the Salary Review Report

Compensation Survey Identifiers

Entering Compensation Surveys

Mapping Compensation Survey Lines

Grades and Grade Structures

Recognizing Your Grade Implementation Model

Implementing Grade Related Pay

Grade Rates to Relate Pay to Grades

Pay Scales to Relate Pay to Grades

Grade/Step Progression

Setting Up a Grade Ladder

Defining a Grade

Deleting Grades

Defining a Grade Rate

Defining a Pay Scale

Defining Scale Rates

Relating Grades to Progression Points

Grades and Pay Administration

Increment Progression Points Process

Placing an Employee on a Grade Step

Viewing Grade Comparatios

Running the Batch Enrollment - Grade/Step Progression Process

Running the Participation Process: Grade Step

Running the Rank Employees for Grade/Step Progression Process

Approving and Rejecting Grade/Step Progression (Manual)

Process Employees Progressed Manually

Running the Recalculate Participant Values: Grade/Step Progression process

Running the Purge GSP Transactions in Staging Table Process

Incrementing Grade Step Placements (Without Using Grade Ladders)

Running the Current and Projected Progression Point Values Report

Running the Employee Increment Results Report

Criteria-Based Rates for Variable Pay

Setting Up a Rate Matrix

Key Concepts for Salary, Grades, and Pay Administration Intelligence

Employee Primary Assignment with Salary and Grade Rate Detail Workbook

Employee Primary Assignment with Salary Detail Workbook

Employee Salary Change Detail Workbook

Employee Salary Change Workbook

Employee with Tenure Detail Workbook

Compensation and Awards Management

Compensation and Awards Management Overview

Compensation Awards Management: Requirements

Compensation Workbench License

Compensation Workbench Overview

Key Decision Areas in Compensation Workbench

Compensation Workbench Components

Plan Design for Compensation Workbench

Budgeting in Compensation Workbench

Promotion and Rating in Compensation Workbench

Standard Rates for Compensation Workbench

Setting Up a Basic Plan

Setting Up a Component Plan

Setting Up a Combination Plan

Setting Up Compensation Workbench Plans

Defining a Compensation Workbench Plan

Defining Enrollment Requirements for Compensation Workbench Plans

Hierarchies for Award Allocations and Approvals

Access Levels in Compensation Workbench

Switch Manager

Approval Modes

Eligibility, Award Limits and Targets

Defining Responsibility Based Access to Plans

Configure Worksheet and Budget Sheets

Personalize By Plan

Viewing Appraisal Details in Compensation Workbench

Configuring Descriptive Flexfields Within Compensation Workbench

Configuring Dynamic Columns Within Compensation Workbench

Configuring Custom Columns Within Compensation Workbench

Configuring Employee Statements For Use by Managers Within Compensation Workbench

Capturing Grant Price With a Stock Option Element Entry

Reports in Compensation Workbench

Notifications in Compensation Workbench

Compensation Detail Report

Combined Plan View Report

Employee Stock Option History Report

Flexible Summary Report

Administration Progress Report

Employee Compensation History Report

Audit History Report

Manager Feedback Report

Salary Statistics Report

Post Process Run Reports

Maintain Compensation Workbench Plans Mid-Cycle

Steps to Administer Compensation Workbench Plans

Opening a Compensation Workbench Award Cycle

Publishing a Budget

Backing out a Compensation Workbench Plan

Adding an Individual into a Started Compensation Workbench Cycle

Writing Allocated Amounts from the Compensation Workbench Cycle

Refreshing Compensation Workbench Data

Running the Compensation Detail Report Summary Refresh Process

Running the Back-Out Postprocess

Creating Mass Notifications for Compensation Workbench

Closing a Compensation Workbench Award Cycle

Self-Service Individual Compensation Distribution

Individual Compensation Distributions (SSHR Components)

Setting Up Individual Compensation Distributions for Employees and iRecruitment Applicants

Overview: Individual Compensation Distributions for Line Managers, Employees, and HR Professionals

Line Managers and Employees

Manager and Employee Self Service Interface

Administrators and HR Professionals

Employee Administration Interface

Configure Plans, Manage Eligibility, Transactions, and Action Items

Plan Administration using Quick Setup

Managing Adhoc variable Compensation, Payroll Deductions, Event Registrations, and Non-Payroll related Information

Awarding Adhoc Variable Compensation: Example

Compensation History

Compensation History Views

Compensation History Menu and Function Names

Setting Up Compensation History

Setting Up Compensation History for ICD Plans

Setting Up Compensation History for Entries Created from Element Entries

Personalizing Sub-tabs for Compensation History

Total Compensation Statement Overview

Key Decision Areas in Total Compensation Statement

Total Compensation Statement (SSHR Components)

Setting Up Total Compensation Statement

Setting Up Email Preferences

Processing and Reporting for Total Compensation Statements

Generating Employee Statements

Print Employee Statements Process

Emailing Employee Statements

Purging Employee Statements

Reopening Welcome Pages

Total Compensation Statements Batch Process Run Reports

Vehicle Repository

Vehicle Repository Menu and Function Names

Configuration Settings for Vehicle Repository and Mileage Claims

Leave and Absence Management

Leave and Absence Management Overview

Leave and Absence Management

Absence Categories and Types

Absence Elements

Setting Up Absence Management

Defining and Linking an Absence Element

Defining an Absence Type

Setting Up an Absence Benefit Plan

Accrual Plan Structure

Accrual Elements

Accrual Formulas

Accrual Balances Maintained By the Payroll Run

Net Accrual Calculation

Seeded Accrual Type Formulas

Accrual Start Date for New Hires

Accrual Bands

PTO Carry Over Process

Accrual Plan Example

Setting Up PTO Accrual Plans

Defining a PTO Accrual Plan

Setting Up Length of Service Bands

Changing Net Accrual Calculations

Costing Liability For PTO Accruals

Absence Recording

Accrual Plan Administration

Entering Absences

Enrolling Employees in PTO Accrual Plans

Running the Participation Process: Absence

Running the PTO Carry Over Process

Reviewing Employees' PTO Accruals

Viewing Absence History

Listing Employees by Absence Type

Running the Absences Report

Resetting a Stored Accrual Balance

Workforce Intelligence Key Concepts for Leave and Absence Management

Employee on Leave Detail Workbook

Setup for Health and Welfare Management

Setup for Health and Welfare Management Overview

Advanced Benefits Setup: Overview

Standard and Advanced Benefits Implementation

Self-Service Benefits Enrollments

Benefits Enrollments

Setting Up Self-Service Benefits Enrollments

Setting Up Flexible Spending Accounts

Enabling Self-Service Benefits Enrollment Notifications

Setting Up User Access to Self-Service Benefits

Setting the Effective Date of a Scheduled Enrollment in Self-Service Benefits

Configuring Unrestricted Program Enrollment Processing

Defining Self-Service Instruction Text

Configuring the Primary Care Provider Search Facility

Generating Self-Service Benefits Trace Files

Life Event Reasons

Collapsing Life Events (Advanced Benefits)

Seeded Life Event Reasons

Life Event Definition (Advanced Benefits)

Defining General Characteristics of Life Event Reasons

Defining Person Changes

Associating a Person Change with a Life Event

Associating Eligibility Profiles with a Person Change of a Life Event

Deleting Unrestricted Life Events

Defining a Collapsing Life Event (Advanced Benefits)

Enrollment Requirements

Enrollment Types

Enrollment Codes

Enrollment Period Determination for Life Events

Reinstatement of Elections for Reprocessed Life Events

Dependent Coverage and Beneficiary Designation Requirements

Defining Enrollment Methods for a Program

Defining Coverage Requirements for a Program

Defining an Action Item Due Date (Advanced Benefits)

Defining Activity Rate Enrollment Requirements for a Program

Defining Enrollment Requirements for Plan Types in a Program

Defining Enrollment Limitations for Plan Types in a Program

Defining Enrollment Requirements for a Plan in a Program

Defining Coverage Requirements for a Plan in a Program

Defining Coverage Start and End Dates for a Plan Type in a Program

Defining Activity Rate Start and End Dates for a Plan in a Program

Defining Activity Rate Start and End Dates for a Plan Type in a Program

Defining a Scheduled Enrollment for a Program

Setup Close Enrollment for Use in Self-Service

Defining Requirements for a Life Event Enrollment for a Program (Advanced Benefits)

Defining Enrollment Periods for Life Event Enrollments for a Program (Advanced Benefits)

Defining Coverage and Activity Rate Periods for a Plan in a Program

Associating an Enrollment Rule with a Program

Defining Life Event Enrollment Requirements

Defining Dependent Coverage Enrollment Requirements for a Program or a Plan Type in Program

Defining Dependent Coverage Certifications for a Program

Defining Dependent Coverage Eligibility Profiles for a Program

Defining Dependent Coverage Eligibility Profiles for a Plan Type in a Program

Defining Dependent Coverage Change of Life Event Enrollment Requirements

Defining Dependent Coverage Certifications for Change of Life Event Enrollment Requirements

Defining an Enrollment Method for a Plan

Defining Enrollment Coverage Requirements for a Plan

Defining Activity Rates Requirements for a Plan

Defining Enrollment Limitations for a Plan

Defining Designation Enrollment Requirements for a Plan or Option in Plan

Defining Enrollment Requirements for Not in Program Plans

Defining Enrollment Requirements for Options in a Plan

Defining Enrollment Limitations for an Option in a Plan

Defining a Scheduled Enrollment for a Plan

Associating Enrollment Rules with a Plan

Defining Requirements for a Life Event Enrollment for a Plan (Advanced Benefits)

Defining a Life Event Enrollment Period for a Plan (Advanced Benefits)

Defining Life Event Enrollment Certifications for a Plan or Option in Plan (Advanced Benefits)

Defining Life Event Enrollment Requirements for a Not in Program Plan

Defining Life Event Enrollment Requirements for an Option in a Plan

Defining Dependent Coverage Requirements for a Plan

Defining Dependent Coverage Eligibility Profiles for a Plan

Defining Dependent Coverage Change of Life Event Enrollment Requirements for a Plan

Defining Certifications for Enrollment in a Plan

Defining Beneficiary Designation Requirements for a Plan

Activity Rates

Coverage Calculations

Interim Coverage (Advanced Benefits)

Unsuspended Enrollments (Advanced Benefits)

Imputed Income Calculations (US only)

Actual Premium Calculations

Period-to-Date Limits

Variable Rate Factors

Calculation Methods: Values, Increments, and Operations

Activity Rate Calculations

Coverage Calculations

Actual Premium Calculations

Defining Activity Rates for a Standard Contribution/Distribution

Defining a Calculation Method for a Standard Contribution or Distribution

Defining Proration for a Standard Contribution or Distribution Calculation

Defining Characteristics of Annual Rates

Defining Processing Information for a Standard Contribution/Distribution

Defining Deduction and Payment Schedules for a Standard Contribution/Distribution

Defining a Non-Oracle Payroll System to Process Benefit Earnings and Deductions

Associating a Variable Rate Profile with a Standard Contribution/Distribution Calculation

Defining Matching Rates for a Standard Contribution Calculation

Associating a Period-to-Date Limit with a Standard Contribution/Distribution Calculation

Defining General Information for a Variable Rate Profile

Defining a Calculation Method for a Variable Rate Profile

Defining the Criteria in a Variable Rate Profile

Defining Matching Rates for a Variable Rate Calculation

Defining a Coverage Calculation

Defining a Coverage Calculation Method

Associating a Variable Rate Profile with a Coverage Calculation Method

Defining a Coverage Limit Across Plan Types

Defining an Imputed Income Calculation

Defining an Actual Premium

Defining Period-to-Date Limits

Defining a Benefit Balance

Flex Credit Calculations (Advanced Benefits)

Defining Flex Credits (Advanced Benefits)

Defining Regular Processing for a Flex Credit Activity Rate (Advanced Benefits)

Defining Partial Month Processing for a Flex Credit Activity Rate (Advanced Benefits)

Defining the General Characteristics of a Benefits Pool (Advanced Benefits)

Applying a Benefit Pool to a Plan and Option (Advanced Benefits)

Defining Rollover Rules for a Benefit Pool (Advanced Benefits)

Communications

Defining Communication Types

Defining When to Use a Benefits Communication

Defining a Communication Trigger

Defining a Communication Delivery Method

Associating Eligibility Profiles with Communication Types

Online Benefits Administration (Advanced Benefits)

Maintaining Online Activities (Advanced Benefits)

Maintaining Pop Up Messages (Advanced Benefits)

Administration for Health and Welfare Management

Administration for Health and Welfare Management Overview

Advanced Benefits Administration: Overview

Standard and Advanced Benefits Administration

Maintain Participant Eligibility (Standard Benefits)

Running the Maintain Participant Eligibility Process (Standard Benefits)

Running the Eligibility and Enrollment List Report

Participation Batch Processes (Advanced Benefits)

Benefits Batch Processes (Advanced Benefits)

Participation Management (Advanced Benefits)

Participation Information (Advanced Benefits)

Life Events and Electable Choices (Advanced Benefits)

Manually Created Life Events and Voided Life Events (Advanced Benefits)

What-if Eligibility (Advanced Benefits)

Runtime Parameters for the Participation Batch Process (Advanced Benefits)

Defining Batch Process Parameters (Advanced Benefits)

Running the Participation Batch Process (Advanced Benefits)

Monitoring Batch Processes (Advanced Benefits)

Setting Up a Role Based on a Life Event Type

Running the Life Events Summary Report

Running the Reopen Life Events Process

Running the Participation Audit Activity Purge Process (Advanced Benefits)

Purging Person Data for Backed-Out and Voided Life Events

Viewing a Person's Participation Information (Advanced Benefits)

Viewing a Person's Life Event Information

Viewing Electable Choices for a Person Based on a Life Event (Advanced Benefits)

Manually Creating a Potential Life Event for a Person (Advanced Benefits)

Manually Voiding a Potential Life Event for a Person (Advanced Benefits)

Re-opening a Processed Life Event for a Person (Advanced Benefits)

Setting Up What-if Modeling

Modeling a Person's Benefits Eligibility (Advanced Benefits)

Online Benefits Administration (Advanced Benefits)

Processing a Request Using the Benefits Service Center (Advanced Benefits)

Enrollment Management

Enrolling a Person in a Flex Program (Advanced Benefits)

Manually Deleting an Enrollment

Viewing a Person's Flex Credits (Advanced Benefits)

Allocating Excess Credits for a Person Enrolling in a Flex Program (Advanced Benefits)

Enrolling a Person in a Non-Flex Program

Enrolling a Person in a Savings Plan

Enrolling a Person in a Miscellaneous Plan

Viewing Special Rates for a Plan or Option

Maintaining a Participant's Primary Care Provider

Running the iRecruitment Create Enrollment Process

Displaying Enrollment Results

Running the Benefits Enrollment and Confirmation Reports

Running the Benefit Confirmation and Summary Report Email

Running the Manage Open Enrollment Window Process

Viewing Dependent Information

Maintaining Dependent Designations

Maintaining Beneficiary Designation Information for a Participant

Recording Enrollment Actions Items for a Person (Advanced Benefits)

Recording Receipt of Enrollment Certifications (Advanced Benefits)

Overriding Enrollment Results for a Plan (Advanced Benefits)

Overriding Participation Information for a Person

Overriding Eligibility Participation Information for a Person

Overriding Waive Participation Information for a Person (Advanced Benefits)

Overriding Participation Information for a Person for an Option in a Plan (Advanced Benefits)

Managing Eligible Person Waivers (Advanced Benefits)

Maintaining Court Orders for a Participant

Recording a Continuing Benefits Payment

Recording a Contribution or Distribution

Continuing Benefits Eligibility

Maintaining a Benefits Assignment

Recalculate Participant Values Overview (Standard Benefits)

Updating Activity Rates from Year-to-Year

Running the Recalculate Participant Values Process (Standard Benefits)

Running the Premium Reconciliation Report

Viewing and Adjusting Monthly Premiums for a Plan or Option in Plan

Viewing and Adjusting Monthly Premiums for a Participant

Defining Person Benefit Balances

Recording a Reimbursement Request (Advanced Benefits)

Running the Process Forfeitures Concurrent Request (Advanced Benefits)

Determine Communications Batch Process

Maintaining Person Communications

Running the Determine Communications Batch Process

Action Items and Certifications Workbook

Dependents and Beneficiaries Workbook

Enrollment Rates and Premiums Workbook

Health Cost Report Workbook

Life Event Summary Workbook

Person Life Event Details Workbook

Payroll Earnings and Deductions

Payroll Earnings and Deductions Overview

Payroll Earnings and Deductions

Formulas and Payroll Run Results

Pay Values

Proration

Net-to-Gross Processing of Earnings

Setting Up Total Compensation Elements for Payroll

Defining Frequency Rules

Defining Formula Processing and Result Rules

Setting Up Elements for Net-to-Gross Processing

Setting Up Proration or Retro-Notification

Defining Event Groups

Payroll Balances

Defining Secondary Element Classifications

Creating Balance Feeds for Individual Elements

Creating Classes of Balance Feeds

Defining User Balances

Excluding Balances From an Element's Grossup Calculation

Uploading Initial Balances

Third Party Payments

Third Party Payments Overview

Third Party Payment Deductions

Making Third Party Payments

Entering Third Party Payment Information

Historic Rates

Historic Rates Extra Information Types

Setting Up Historic Rates

HRMS Glossary

Index

Oracle Human Resources Management Systems Compensation and Benefits Management Guide

Contents