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Oracle Human Resources Management Systems Compensation and Benefits Management Guide (India)
Contents
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Preface
General Compensation Structures
- General Compensation Structures Overview
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- General Compensation Structures
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- Elements: Building Blocks of Pay and Benefits
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- Input Values: Flexible Description of Compensation
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- Rules for Allocating Compensation
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- Compensation Entry: Making It Fast and Reliable
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- Element Classifications and Processing Sequence
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- Survey of the Classifications
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- Predefined Elements
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- Compensation Policy Changes
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- Setting Up Total Compensation Elements
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- Defining an Element
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- Defining an Element's Input Values
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- Defining and Linking an Element for Standard and Advanced Benefits
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- Deleting an Element
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- Defining Element Links
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- Generating Element Links
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- Running the Element Link Details Report
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- Defining an Element or Distribution Set
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- Compensation Entry
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- Compensation Reporting
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- HR or Payroll Extracts
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- Making Manual Element Entries
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- Adjusting a Pay Value
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- Deleting Element Entries
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- Listing Employees by Element
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- Viewing Element Entry History
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- Configuring the HR or Payroll Extracts
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- Running the HR or Payroll Extracts
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- Plan Design
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- Reimbursement Plans
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- Plan Design Copy
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- Special Requirements for Plan Design
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- Reporting Groups
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- Defining a Benefits Program
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- Associating Plans and Plan Types with a Program
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- Defining Waive Reasons for Plan Types in a Program (Advanced Benefits)
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- Defining Participation Eligibility Criteria for a Compensation Object
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- Associating a Life Event Reason with a Compensation Object (Advanced Benefits)
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- Associating an Organization with a Benefits Program
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- Associating Reporting Groups with a Program
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- Associating Program or Plan Year Periods with a Program
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- Defining Plan Types
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- Setting Up Spending Account Plans for Forfeitures (Advanced Benefits)
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- Defining a Benefits Plan
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- Defining Eligibility and Activity Rate Requirements for a Plan
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- Defining Plan Restrictions
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- Defining a Maximum Waiting Period Requirement for a Plan
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- Defining a Plan Not in Program
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- Associating Options with a Plan
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- Maintaining Plan Related Details
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- Defining Combinations of Plans and Plan Types
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- Defining Waive Reasons for a Plan (Advanced Benefits)
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- Maintaining Primary Care Providers for a Plan
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- Defining Options
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- Navigating the Program Structure Hierarchy
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- Defining a Program or Plan Year Period
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- Defining a Reimbursement Plan (Advanced Benefits)
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- Defining Reimbursable Goods and Service Types
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- Copying a Program or Plan
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- Exporting a Plan Design to a File
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- Importing a Plan Design From a File
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- Purging Plan Design Copy Data
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- Defining a Reporting Group
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- Defining Regulatory Bodies for a Plan
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- Defining Regulations for a Plan
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- Eligibility Requirements for Total Compensation
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- Waiting Periods
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- Continuing Eligibility: Benefits Assignments
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- Eligibility Profile Criteria
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- User-defined Eligibility Criteria
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- Derived Factors
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- Defining an Eligibility Profile
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- Defining Your Own Eligibility Criteria
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- Defining Derived Factors: Compensation Level
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- Defining Derived Factors: Percent of Full Time Employment
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- Defining Derived Factors: Hours Worked In Period
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- Defining Derived Factors: Age
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- Defining Derived Factors: Length of Service
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- Defining Derived Factors: Combination Age and Length of Service
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- Defining a Dependent Coverage Eligibility Profile
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- Defining Benefits Groups
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- Defining Regulations
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- Defining Postal Zip Ranges
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- Defining Service Areas
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Salary and Grade Related Pay and Progression
- Salary, Grades, and Pay Administration Overview
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- Salary, Grades, and Pay Administration
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- Salary Earnings Elements
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- Salary Basis
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- Salary Components
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- Setting Up Salary Administration
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- Creating a Salary Element
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- Linking the Salary Element
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- Validating Salary Entries
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- Creating Salary Components
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- Defining a Salary Basis
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- Starting Salary and Salary Proposals
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- Salary Spreadsheets
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- Using the Salary Management Folder
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- Reviewing Current Salaries
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- Viewing Salary History
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- Running the Salary Review Report
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- Compensation Survey Identifiers
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- Entering Compensation Surveys
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- Mapping Compensation Survey Lines
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- Grades and Grade Structures
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- Recognizing Your Grade Implementation Model
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- Implementing Grade Related Pay
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- Grade Rates to Relate Pay to Grades
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- Pay Scales to Relate Pay to Grades
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- Grade/Step Progression
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- Setting Up a Grade Ladder
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- Defining a Grade
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- Deleting Grades
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- Defining a Grade Rate
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- Defining a Pay Scale
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- Defining Scale Rates
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- Relating Grades to Progression Points
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- Grades and Pay Administration
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- Increment Progression Points Process
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- Placing an Employee on a Grade Step
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- Viewing Grade Comparatios
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- Running the Batch Enrollment - Grade/Step Progression Process
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- Running the Participation Process: Grade Step
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- Running the Rank Employees for Grade/Step Progression Process
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- Approving and Rejecting Grade/Step Progression (Manual)
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- Process Employees Progressed Manually
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- Running the Recalculate Participant Values: Grade/Step Progression process
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- Running the Purge GSP Transactions in Staging Table Process
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- Incrementing Grade Step Placements (Without Using Grade Ladders)
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- Running the Current and Projected Progression Point Values Report
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- Running the Employee Increment Results Report
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- Criteria-Based Rates for Variable Pay
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- Setting Up a Rate Matrix
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- Key Concepts for Salary, Grades, and Pay Administration Intelligence
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- Employee Primary Assignment with Salary and Grade Rate Detail Workbook
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- Employee Primary Assignment with Salary Detail Workbook
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- Employee Salary Change Detail Workbook
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- Employee Salary Change Workbook
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- Employee with Tenure Detail Workbook
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Compensation and Awards Management
- Compensation and Awards Management Overview
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- Compensation Awards Management: Requirements
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- Compensation Workbench License
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- Compensation Workbench Overview
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- Key Decision Areas in Compensation Workbench
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- Compensation Workbench Components
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- Plan Design for Compensation Workbench
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- Budgeting in Compensation Workbench
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- Promotion and Rating in Compensation Workbench
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- Standard Rates for Compensation Workbench
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- Setting Up a Basic Plan
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- Setting Up a Component Plan
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- Setting Up a Combination Plan
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- Setting Up Compensation Workbench Plans
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- Defining a Compensation Workbench Plan
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- Defining Enrollment Requirements for Compensation Workbench Plans
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- Hierarchies for Award Allocations and Approvals
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- Access Levels in Compensation Workbench
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- Switch Manager
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- Approval Modes
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- Eligibility, Award Limits and Targets
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- Defining Responsibility Based Access to Plans
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- Configure Worksheet and Budget Sheets
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- Personalize By Plan
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- Viewing Appraisal Details in Compensation Workbench
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- Configuring Descriptive Flexfields Within Compensation Workbench
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- Configuring Dynamic Columns Within Compensation Workbench
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- Configuring Custom Columns Within Compensation Workbench
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- Configuring Employee Statements For Use by Managers Within Compensation Workbench
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- Capturing Grant Price With a Stock Option Element Entry
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- Reports in Compensation Workbench
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- Notifications in Compensation Workbench
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- Compensation Detail Report
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- Combined Plan View Report
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- Employee Stock Option History Report
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- Flexible Summary Report
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- Administration Progress Report
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- Employee Compensation History Report
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- Audit History Report
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- Manager Feedback Report
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- Salary Statistics Report
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- Post Process Run Reports
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- Maintain Compensation Workbench Plans Mid-Cycle
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- Steps to Administer Compensation Workbench Plans
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- Opening a Compensation Workbench Award Cycle
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- Publishing a Budget
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- Backing out a Compensation Workbench Plan
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- Adding an Individual into a Started Compensation Workbench Cycle
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- Writing Allocated Amounts from the Compensation Workbench Cycle
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- Refreshing Compensation Workbench Data
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- Creating Mass Notifications for Compensation Workbench
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- Closing a Compensation Workbench Award Cycle
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- Self-Service Individual Compensation Distribution
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- Individual Compensation Distributions (SSHR Components)
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- Setting Up Individual Compensation Distributions for Employees and iRecruitment Applicants
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- Overview: Individual Compensation Distributions for Line Managers, Employees, and HR Professionals
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- Line Managers and Employees
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- Manager and Employee Self Service Interface
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- Administrators and HR Professionals
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- Employee Administration Interface
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- Configure Plans, Manage Eligibility, Transactions, and Action Items
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- Plan Administration using Quick Setup
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- Managing Adhoc variable Compensation, Payroll Deductions, Event Registrations, and Non-Payroll related Information
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- Awarding Adhoc Variable Compensation: Example
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- Compensation History
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- Compensation History Views
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- Compensation History Menu and Function Names
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- Setting Up Compensation History
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- Setting Up Compensation History for ICD Plans
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- Setting Up Compensation History for Entries Created from Element Entries
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- Personalizing Sub-tabs for Compensation History
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- Total Compensation Statement Overview
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- Key Decision Areas in Total Compensation Statement
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- Total Compensation Statement (SSHR Components)
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- Setting Up Total Compensation Statement
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- Processing and Reporting for Total Compensation Statements
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- Generating Employee Statements
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- Print Employee Statements Process
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- Purging Employee Statements
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- Reopening Welcome Pages
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- Total Compensation Statements Batch Process Run Reports
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- Vehicle Repository
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- Vehicle Repository Menu and Function Names
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- Configuration Settings for Vehicle Repository and Mileage Claims
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Leave and Absence Management
- Leave and Absence Management Overview
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- Leave and Absence Management
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- Absence Categories and Types
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- Absence Elements
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- Setting Up Absence Management
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- Defining and Linking an Absence Element
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- Defining an Absence Type
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- Setting Up an Absence Benefit Plan
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- Accrual Plan Structure
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- Accrual Elements
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- Accrual Formulas
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- Accrual Balances Maintained By the Payroll Run
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- Net Accrual Calculation
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- Seeded Accrual Type Formulas
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- Accrual Start Date for New Hires
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- Accrual Bands
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- PTO Carry Over Process
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- Accrual Plan Example
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- Setting Up PTO Accrual Plans
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- Defining a PTO Accrual Plan
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- Setting Up Length of Service Bands
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- Changing Net Accrual Calculations
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- Costing Liability For PTO Accruals
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- Absence Recording
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- Accrual Plan Administration
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- Entering Absences
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- Enrolling Employees in PTO Accrual Plans
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- Running the Participation Process: Absence
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- Running the PTO Carry Over Process
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- Reviewing Employees' PTO Accruals
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- Viewing Absence History
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- Listing Employees by Absence Type
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- Running the Absences Report
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- Resetting a Stored Accrual Balance
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- Accrual Balances Maintained by SSHR : Overview
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- Workforce Intelligence Key Concepts for Leave and Absence Management
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- Employee on Leave Detail Workbook
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Setup for Health and Welfare Management
- Setup for Health and Welfare Management Overview
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- Advanced Benefits Setup: Overview
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- Standard and Advanced Benefits Implementation
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- Self-Service Benefits Enrollments
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- Benefits Enrollments
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- Setting Up Self-Service Benefits Enrollments
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- Setting Up Flexible Spending Accounts
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- Enabling Self-Service Benefits Enrollment Notifications
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- Setting Up User Access to Self-Service Benefits
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- Setting the Effective Date of a Scheduled Enrollment in Self-Service Benefits
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- Configuring Unrestricted Program Enrollment Processing
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- Defining Self-Service Instruction Text
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- Configuring the Primary Care Provider Search Facility
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- Generating Self-Service Benefits Trace Files
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- Life Event Reasons
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- Collapsing Life Events (Advanced Benefits)
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- Seeded Life Event Reasons
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- Life Event Definition (Advanced Benefits)
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- Defining General Characteristics of Life Event Reasons
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- Defining Person Changes
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- Associating a Person Change with a Life Event
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- Defining a Collapsing Life Event (Advanced Benefits)
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- Enrollment Requirements
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- Enrollment Types
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- Enrollment Codes
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- Enrollment Period Determination for Life Events
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- Reinstatement of Elections for Reprocessed Life Events
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- Dependent Coverage and Beneficiary Designation Requirements
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- Defining Enrollment Methods for a Program
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- Defining Coverage Requirements for a Program
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- Defining an Action Item Due Date (Advanced Benefits)
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- Defining Activity Rate Enrollment Requirements for a Program
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- Defining Enrollment Requirements for Plan Types in a Program
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- Defining Enrollment Limitations for Plan Types in a Program
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- Defining Enrollment Requirements for a Plan in a Program
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- Defining Coverage Requirements for a Plan in a Program
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- Defining Coverage Start and End Dates for a Plan Type in a Program
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- Defining Activity Rate Start and End Dates for a Plan in a Program
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- Defining Activity Rate Start and End Dates for a Plan Type in a Program
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- Defining a Scheduled Enrollment for a Program
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- Defining Requirements for a Life Event Enrollment for a Program (Advanced Benefits)
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- Defining Enrollment Periods for Life Event Enrollments for a Program (Advanced Benefits)
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- Defining Coverage and Activity Rate Periods for a Plan in a Program
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- Associating an Enrollment Rule with a Program
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- Defining Life Event Enrollment Requirements
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- Defining Dependent Coverage Enrollment Requirements for a Program or a Plan Type in Program
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- Defining Dependent Coverage Certifications for a Program
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- Defining Dependent Coverage Eligibility Profiles for a Program
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- Defining Dependent Coverage Eligibility Profiles for a Plan Type in a Program
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- Defining Dependent Coverage Change of Life Event Enrollment Requirements
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- Defining Dependent Coverage Certifications for Change of Life Event Enrollment Requirements
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- Defining an Enrollment Method for a Plan
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- Defining Enrollment Coverage Requirements for a Plan
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- Defining Activity Rates Requirements for a Plan
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- Defining Enrollment Limitations for a Plan
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- Defining Designation Enrollment Requirements for a Plan or Option in Plan
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- Defining Enrollment Requirements for Not in Program Plans
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- Defining Enrollment Requirements for Options in a Plan
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- Defining Enrollment Limitations for an Option in a Plan
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- Defining a Scheduled Enrollment for a Plan
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- Associating Enrollment Rules with a Plan
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- Defining Requirements for a Life Event Enrollment for a Plan (Advanced Benefits)
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- Defining a Life Event Enrollment Period for a Plan (Advanced Benefits)
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- Defining Life Event Enrollment Certifications for a Plan or Option in Plan (Advanced Benefits)
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- Defining Life Event Enrollment Requirements for a Not in Program Plan
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- Defining Life Event Enrollment Requirements for an Option in a Plan
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- Defining Dependent Coverage Requirements for a Plan
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- Defining Dependent Coverage Eligibility Profiles for a Plan
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- Defining Dependent Coverage Change of Life Event Enrollment Requirements for a Plan
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- Defining Certifications for Enrollment in a Plan
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- Defining Beneficiary Designation Requirements for a Plan
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- Activity Rates
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- Coverage Calculations
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- Interim Coverage (Advanced Benefits)
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- Unsuspended Enrollments (Advanced Benefits)
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- Imputed Income Calculations (US only)
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- Actual Premium Calculations
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- Period-to-Date Limits
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- Variable Rate Factors
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- Calculation Methods: Values, Increments, and Operations
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- Activity Rate Calculations
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- Coverage Calculations
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- Actual Premium Calculations
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- Defining Activity Rates for a Standard Contribution/Distribution
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- Defining a Calculation Method for a Standard Contribution or Distribution
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- Defining Proration for a Standard Contribution or Distribution Calculation
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- Defining Characteristics of Annual Rates
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- Defining Processing Information for a Standard Contribution/Distribution
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- Defining Deduction and Payment Schedules for a Standard Contribution/Distribution
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- Defining a Non-Oracle Payroll System to Process Benefit Earnings and Deductions
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- Associating a Variable Rate Profile with a Standard Contribution/Distribution Calculation
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- Defining Matching Rates for a Standard Contribution Calculation
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- Associating a Period-to-Date Limit with a Standard Contribution/Distribution Calculation
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- Defining General Information for a Variable Rate Profile
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- Defining a Calculation Method for a Variable Rate Profile
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- Defining the Criteria in a Variable Rate Profile
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- Defining Matching Rates for a Variable Rate Calculation
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- Defining a Coverage Calculation
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- Defining a Coverage Calculation Method
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- Associating a Variable Rate Profile with a Coverage Calculation Method
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- Defining a Coverage Limit Across Plan Types
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- Defining an Imputed Income Calculation
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- Defining an Actual Premium
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- Defining Period-to-Date Limits
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- Defining a Benefit Balance
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- Flex Credit Calculations (Advanced Benefits)
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- Defining Flex Credits (Advanced Benefits)
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- Defining Regular Processing for a Flex Credit Activity Rate (Advanced Benefits)
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- Defining Partial Month Processing for a Flex Credit Activity Rate (Advanced Benefits)
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- Defining the General Characteristics of a Benefits Pool (Advanced Benefits)
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- Applying a Benefit Pool to a Plan and Option (Advanced Benefits)
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- Defining Rollover Rules for a Benefit Pool (Advanced Benefits)
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- Communications
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- Defining Communication Types
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- Defining When to Use a Benefits Communication
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- Defining a Communication Trigger
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- Defining a Communication Delivery Method
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- Online Benefits Administration (Advanced Benefits)
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- Maintaining Online Activities (Advanced Benefits)
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- Maintaining Pop Up Messages (Advanced Benefits)
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Administration for Health and Welfare Management
- Administration for Health and Welfare Management Overview
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- Advanced Benefits Administration: Overview
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- Standard and Advanced Benefits Administration
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- Maintain Participant Eligibility (Standard Benefits)
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- Running the Maintain Participant Eligibility Process (Standard Benefits)
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- Running the Eligibility and Enrollment List Report
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- Participation Batch Processes (Advanced Benefits)
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- Benefits Batch Processes (Advanced Benefits)
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- Participation Management (Advanced Benefits)
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- Participation Information (Advanced Benefits)
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- Life Events and Electable Choices (Advanced Benefits)
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- Manually Created Life Events and Voided Life Events (Advanced Benefits)
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- What-if Eligibility (Advanced Benefits)
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- Runtime Parameters for the Participation Batch Process (Advanced Benefits)
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- Defining Batch Process Parameters (Advanced Benefits)
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- Running the Participation Batch Process (Advanced Benefits)
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- Monitoring Batch Processes (Advanced Benefits)
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- Setting Up a Role Based on a Life Event Type
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- Running the Life Events Summary Report
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- Running the Reopen Life Events Process
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- Running the Participation Audit Activity Purge Process (Advanced Benefits)
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- Purging Person Data for Backed-Out and Voided Life Events
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- Viewing a Person's Participation Information (Advanced Benefits)
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- Viewing a Person's Life Event Information
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- Viewing Electable Choices for a Person Based on a Life Event (Advanced Benefits)
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- Manually Creating a Potential Life Event for a Person (Advanced Benefits)
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- Manually Voiding a Potential Life Event for a Person (Advanced Benefits)
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- Re-opening a Processed Life Event for a Person (Advanced Benefits)
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- Setting Up What-if Modeling
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- Modeling a Person's Benefits Eligibility (Advanced Benefits)
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- Online Benefits Administration (Advanced Benefits)
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- Processing a Request Using the Benefits Service Center (Advanced Benefits)
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- Enrollment Management
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- Enrolling a Person in a Flex Program (Advanced Benefits)
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- Manually Deleting an Enrollment
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- Viewing a Person's Flex Credits (Advanced Benefits)
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- Allocating Excess Credits for a Person Enrolling in a Flex Program (Advanced Benefits)
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- Enrolling a Person in a Non-Flex Program
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- Enrolling a Person in a Savings Plan
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- Enrolling a Person in a Miscellaneous Plan
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- Viewing Special Rates for a Plan or Option
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- Maintaining a Participant's Primary Care Provider
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- Running the iRecruitment Create Enrollment Process
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- Displaying Enrollment Results
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- Running the Benefits Enrollment and Confirmation Reports
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- Running the Manage Open Enrollment Window Process
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- Viewing Dependent Information
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- Maintaining Dependent Designations
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- Maintaining Beneficiary Designation Information for a Participant
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- Recording Enrollment Actions Items for a Person (Advanced Benefits)
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- Recording Receipt of Enrollment Certifications (Advanced Benefits)
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- Overriding Enrollment Results for a Plan (Advanced Benefits)
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- Overriding Participation Information for a Person
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- Overriding Eligibility Participation Information for a Person
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- Overriding Waive Participation Information for a Person (Advanced Benefits)
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- Overriding Participation Information for a Person for an Option in a Plan (Advanced Benefits)
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- Managing Eligible Person Waivers (Advanced Benefits)
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- Maintaining Court Orders for a Participant
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- Recording a Continuing Benefits Payment
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- Recording a Contribution or Distribution
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- Continuing Benefits Eligibility
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- Maintaining a Benefits Assignment
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- Recalculate Participant Values Overview (Standard Benefits)
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- Updating Activity Rates from Year-to-Year
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- Running the Recalculate Participant Values Process (Standard Benefits)
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- Running the Premium Reconciliation Report
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- Viewing and Adjusting Monthly Premiums for a Plan or Option in Plan
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- Viewing and Adjusting Monthly Premiums for a Participant
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- Defining Person Benefit Balances
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- Recording a Reimbursement Request (Advanced Benefits)
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- Running the Process Forfeitures Concurrent Request (Advanced Benefits)
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- Determine Communications Batch Process
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- Maintaining Person Communications
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- Running the Determine Communications Batch Process
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- Action Items and Certifications Workbook
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- Dependents and Beneficiaries Workbook
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- Enrollment Rates and Premiums Workbook
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- Health Cost Report Workbook
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- Life Event Summary Workbook
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- Person Life Event Details Workbook
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Payroll Earnings and Deductions
- Payroll Earnings and Deductions Overview
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- Payroll Earnings and Deductions
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- Formulas and Payroll Run Results
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- Pay Values
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- Predefined RetroPay Elements
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- Retropay Component Usages
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- Proration
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- Net-to-Gross Processing of Earnings
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- Setting Up Total Compensation Elements for Payroll
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- Defining Frequency Rules
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- Defining Formula Processing and Result Rules
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- Setting Up Elements for Net-to-Gross Processing
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- Setting Up Proration or Retro-Notification
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- Defining Event Groups
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- Payroll Balances
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- Defining Secondary Element Classifications
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- Creating Balance Feeds for Individual Elements
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- Creating Classes of Balance Feeds
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- Defining User Balances
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- Running the India Initial Balance Structure Creation process
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- Uploading Initial Balances
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HRMS Glossary
Index
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