Extracting Total Compensation Data

This chapter provides overviews of data extraction, Multiple Components of Pay, and Variable Compensation and discusses how to:

• Extract payroll data

• Extract compensation data

Note. This chapter assumes that you have already set up your total compensation reporting structure.

See Also

Setting Up the Total Compensation Reporting Structure

Understanding Data Extraction

Compensation data is stored in more than one place in HRMS; therefore, you may need to run several extracts to obtain a complete analysis.

Note. If you are using cubes, the results from all compensation extractions can be summed together into one measure.

After you set up the total compensation reporting structure and define a reporting plan, you fill the data warehouse by extracting data from Benefits, Human Resources, and Payroll for North America. There are four possible sources for data extraction: Payroll, Multiple Components of Pay, Variable Compensation, and Benefits. These processes separately store amounts extracted from multiple components of pay and payroll earnings to prevent double accounting.

Note. Before running any of the extraction processes, map the multiple components of pay, variable compensation awards, and benefits amounts to compensation IDs. All the compensation IDs must be included in the Compensation Tree, using rollup categories. Ensure that the Compensation Tree is valid for the duration of the total compensation reporting plan.

If you manage variable compensation plans with groups and you want to report on those awards in the Total Compensation business process, use the same group IDs in the Variable Compensation and Total Compensation business processes.

Some awards in the Variable Compensation business process are based on the attainment of target awards by certain dates. If those awards are not yet calculated in the Variable Compensation business process, then the Total Compensation business process assumes all the goals are attained (100% attainment) and uses part of the Determine Allocation process logic from the Variable Compensation business process to compute the target awards.

To calculate target awards, select the Calculate Target Awards check box on the Extract Comp or Payroll Data run control page.

Ad hoc awards are extracted in Total Compensation. Note that the Calculate Target Awards process has no impact on ad hoc plans.

When the extraction processes are running, view the process status with the Review Status of Extract page.

Note. See your account manager if you want to modify your Total Compensation business process to work with other third-party applications and you need to develop modified trees, transaction pages, and Application Engine extracts.

See Also

Determining Allocations

Understanding Multiple Components of Pay

The Multiple Components of Pay (MCOP) business process retrieves components of pay from the PS_COMPENSATION table. It performs these steps:

1. Retrieves the run control data.

2. Retrieves the period frequency data.

3. Verifies that the associated groups are populated.

4. Retrieves the Administer Compensation data.

5. Populates the data warehouse for each worker in the groups, using the mapping between the compensation rate codes and comp IDs (the mapping is defined on the Compensation Mapping page).

See Also

Mapping Compensation IDs

Understanding Variable Compensation

The Variable Compensation business process retrieves awards coming from any potential plans that are selected on the Compensation Mapping page (these plans are defined and managed in this business process).

Variable Compensation performs these functions:

1. Retrieves the run control data.

2. Retrieves the period frequency data.

3. Verifies that the associated groups are populated.

4. Retrieves the awards from the Variable Compensation plan, and writes them in the TC_EE_DETAIL table.

5. Calls the Determine Allocations process to calculate target awards for future time periods and updates the TC_EE_DETAIL table (optional).

6. Populates the data warehouse TC_EE_DETAIL table for each worker in the group, using the mapping between the Variable Compensation Plan awards and compensation IDs (the mapping is defined on the Compensation Mapping page).

Extracting Payroll Data

The data extract process for Payroll for North America retrieves a worker's actual earnings, deductions and taxes along with employer paid taxes. Because this data is stored in more than one PeopleSoft Enterprise table, there are three payroll extract programs:

• TCPYERN: Extracts payroll actual earnings.

• TCPYDED: Extracts payroll actual deductions withheld.

• TCPYTAX: Extracts payroll actual taxes withheld.

Warning! The PeopleSoft Enterprise payroll data is actuals. This means that payroll retrieves the actual, or real amount. Processing is time-consuming. Consider running payroll extracts monthly or quarterly.

Extracting Compensation Data

To extract total compensation data, use the Calculate Benefits (RUN_CNTL_TOTL_COMP) component.

This section discusses how to:

• Extract benefits data.

• Run the benefits calculations.

• Run extracts.

Pages Used to Extract Total Compensation Data

Extracting Benefits Data

To extract benefits data using the benefits process:

1. Run the benefits calculation process (the COBOL process PSPTCRUN).

   View the error messages on the Review Benefits Calculation page.

2. Run the benefits extract (the Application Engine process HR_TCBENEF).

If you use the Benefits business process, running the benefits process is a prerequisite.

Use the Calculate Benefits page to run the benefits calculation process, which collects benefits enrollment data, effective as of the through date that is defined in your reporting plan. This process calculates the worker and employer shares of the costs. If you run Benefits Administration, this process also calculates any applicable general, optional, and waived credits.

The number of calculations the process performs is based on the period frequency that you specify on the Total Comp Reporting Plan - Definition page.

Note. The benefits calculation process results are accurate if you select the monthly period frequency. If you select the quarterly or annual period frequency, the calculation is an approximation: It is calculated for the last month of the period and then multiplied by the number of months in the period. Changes to a worker's enrollment during the period being calculated are not reflected in the calculation. The calculation reflects the worker's enrollment on the last day of the period.

The benefits calculation process retrieves the benefits in the TC_POPULATION table, which is filled by the group population process. The process calculates rates based on this information and stores the data in a temporary table (TOTAL_DED).

The process calculates estimates for workers with multiple jobs. A benefits calculation is performed for each benefit record number using information from the benefits primary job. For example, if worker ID (EmplID) 8001 has three employment record numbers and two benefit record numbers, benefits calculations are performed for these combinations:

Calculation rules specify a grouping method (this is the same way that eligibility rules are set up). The calculation rules, along with the Combine Salaries check box and the Include for Deductions option, determine the deduction or coverage amount.

The primary job indicator controls the frequency of the benefit deductions and flex credits. Benefit deductions are taken and flexible credits are paid only when the primary job is part of the payroll calculation.

For benefit plans that are based on a worker's actual earnings (such as savings, retirement, or pension), deductions are taken in one of these ways:

• If the contribution is a based on a percentage, the deduction is taken for every check for the benefit record.

• If the contribution is based on a flat amount, the deduction is taken when the primary job is paid.

Note. There is never more than one set of benefits data in TOTAL_DED for a given TC Plan ID. When you rerun PSPTCRUN, it deletes from TOTAL_DED any records that have the same TC Plan ID. There is no utility provided to purge this table of outdated information. You must manage this cleanup process.

The benefits calculation process writes to the PS_TOTAL_DED table.

The Application Engine process writes data to the TC_EE_DETAIL table.

See Also

Creating, Reviewing, and Updating a Plan

Running Benefits Calculations

Access the Calculate Benefits page (Compensation, Total Compensation, Calculate Total Compensation, Calculate Benefits, Calculate Benefits).

Total Comp Plan ID (total compensation plan identification)	Select the plan ID and effective date for the calculation. The plan's description then appears.
Chk Point Interval in Minutes (check point interval in minutes)	Enter the restart information in minutes.

Running Extracts

Access the Extract Comp or Payroll Data page (Compensation, Total Compensation, Calculate Total Compensation, Extract Comp or Payroll Data, Extract Comp or Payroll Data).

Run Type	Select Standard for a normal, first time run. After you begin a run, the report plan status is frozen; you cannot modify the interval dates or plan groups. The only way to change the reporting plan status back to unfrozen is to run the extracts in deletion mode. Select Delete to rerun a process. This purges the data in the TC_EE_Detail table. After the reporting plan status is unfrozen, the plan dates and groups are available for modification. Select Standard to retrieve the information.
Calculate Target Award	Select to include data from the determine allocation process in the Manage Variable Compensation business process. If you deselect this check box, the TCVARCMP process extracts data from just the VC_AWARD Table. For example, Q1 and Q2 contain data from VC_AWARD, but Q3 and Q4 do not. If you select this check box, targeted awards for Q3 and Q4 are calculated and included.
Prior Plan Runs	The fields in this group box are populated with the history of this plan's previous runs.