Oracle Human Resources Management Systems Compensation and Benefits Management Guide (New Zealand)

Contents

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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
Survey of the Classifications
Predefined Elements
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 and Grade Related Pay and Progression

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
Entering Grade Code Information
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
Leave Payments and Leave Liability
Setting Up Absence Management
Defining and Linking an Absence Element
Defining an Absence Type
Setting Up Leave Payments and Leave Liability
Setting Up an Absence Benefit Plan
Setting Up Parental Leave
Accrual Plan Structure
Accrual Elements
Accrual Formulas
Accrual Balances Maintained By the Payroll Run
Net Accrual Calculation
Seeded Accrual Type Formulas
Predefined 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 Eligibility Profiles with a Person Change of a Life Event
Deleting Unrestricted Life Events
Associating a Person Change with a Life Event
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
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

Savings and Retirement

Savings and Retirement Overview
KiwiSaver Deductions Overview
Setting Up KiwiSaver Deductions
Processing Retro KiwiSaver Contributions

HRMS Glossary

Index