PeopleSoft Enterprise Human Resources 9.1 PeopleBook: Report Total Compensation

Setting Up Total Compensation Reporting Plans

This chapter discusses how to:

Define a reporting plan and associate it with a group ID.
Associate trees and group IDs with a plan.

Defining a Reporting Plan and Associating It with a Group ID

To define a reporting plan and associate it with a group ID, use the Total Comp Reporting Plan (TC_PLAN_GBL) component.

This section discusses how to create, review, and update a plan.

Pages Used to Set Up Total Compensation Reporting Plans

Page Name	Definition Name	Navigation	Usage
Definition	TC_PLAN	Set Up HRMS, Product Related, Compensation, Total Compensation, Total Comp Reporting Plan, Definition	Create, review, and update a reporting plan.
Total Comp Plan Group (total compensation plan group)	TC_PLAN_GRP	Set Up HRMS, Product Related, Compensation, Total Compensation, Total Comp Reporting Plan, Total Comp Plan Group	Associate a tree and group IDs with a reporting plan.

Creating, Reviewing, and Updating a Plan

Access the Definition page (Set Up HRMS, Product Related, Compensation, Total Compensation, Total Comp Reporting Plan, Definition).

Period Frequency

Select Annually, Monthly, or Quarterly.This determines how often compensation is extracted and calculated. For OLAP users, this value represents the lowest level of the cube.

Note. Report data is more accurate when you extract data more often. However, the processing time is substantial, so explore the capacity of your hardware.

Plan Frozen

The status of the reporting plan.

Selecting No means the plan is not frozen.

When you run the extracts, the reporting plan status changes to Yes. While the dates, frequency groups, and currency information are unavailable, you can add additional compensation definitions using the tree you specify for that plan. When all extracts are complete, you cannot add ad hoc compensation or perform recalculations.

To change the reporting plan status back to No, run the extracts in delete mode.

From Date

The extraction process retrieves data dated on or after this date. The date that you specify here cannot be earlier than the date in the Effective Date field.

Through Date

The date changes to the end of the month if you enter a number greater than 28.

Rate Type

Select the currency rate type. Values come from the Currency Rate Type Table.

Select the same rate type that you specify throughout the HRMS application.

Effective Date Flag

Select either Effdt or Thru Date.

The system looks in the Currency Rate Table and uses the currency exchange rate with an effective date closest to but less than the Currency Effective Date that you enter here—or closest to but less than the Through Date of the plan, if the Thru Date option is selected.

Currency Effective Date

Select the date that you want the system to use in order to calculate the exchange rate. Use either the plan's Through Date or the value in the Currency Effective Date field.

Warning! In order for your extract to run, every base currency specified on the Definition page must be mapped to any other currencies used in the data sources on which you run your extract processes. For example, if a worker is set up in Job with a monthly salary of USD 3000, and another worker in the system has a monthly salary of CAD 5000, then map both currencies to each other. Map the currencies at Set Up HRMS, Foundation Tables, Currency and Market Rates, Market Rates.

Associating Trees and Group IDs with a Plan

Access the Total Comp Plan Group page (Set Up HRMS, Product Related, Compensation, Total Compensation, Total Comp Reporting Plan, Total Comp Plan Group).

Tree Name

Select the compensation tree from the list of values, which come from the PSTREEDEFN table. You can only select from compensation trees that have structure IDs of Compensation.

Group ID

Select groups from the list.

Add groups as needed for this plan. Ensure that an individual is not in more than one group.

Period Frequency	Select Annually, Monthly, or Quarterly.This determines how often compensation is extracted and calculated. For OLAP users, this value represents the lowest level of the cube. Note. Report data is more accurate when you extract data more often. However, the processing time is substantial, so explore the capacity of your hardware.
Plan Frozen	The status of the reporting plan. Selecting No means the plan is not frozen. When you run the extracts, the reporting plan status changes to Yes. While the dates, frequency groups, and currency information are unavailable, you can add additional compensation definitions using the tree you specify for that plan. When all extracts are complete, you cannot add ad hoc compensation or perform recalculations. To change the reporting plan status back to No, run the extracts in delete mode.
From Date	The extraction process retrieves data dated on or after this date. The date that you specify here cannot be earlier than the date in the Effective Date field.
Through Date	The date changes to the end of the month if you enter a number greater than 28.
Rate Type	Select the currency rate type. Values come from the Currency Rate Type Table. Select the same rate type that you specify throughout the HRMS application.
Effective Date Flag	Select either Effdt or Thru Date. The system looks in the Currency Rate Table and uses the currency exchange rate with an effective date closest to but less than the Currency Effective Date that you enter here—or closest to but less than the Through Date of the plan, if the Thru Date option is selected.
Currency Effective Date	Select the date that you want the system to use in order to calculate the exchange rate. Use either the plan's Through Date or the value in the Currency Effective Date field.