Overview of Task Worksheets in Workforce Compensation Plans
Compensation administrators optimize compensation budgets and allocations across their client groups using task worksheets in workforce compensation plans. Managers and specialists also use task worksheets to propose compensation, performance ratings, promotions; to approve proposed changes; and to communicate the changes.
You can vary the worksheets that you include in a plan to best support the plan audience in their compensation tasks. Worksheets consist almost entirely of columns and actions. When you configure the page layout for a task, you enable summary views and columns, detail table columns, and detail table actions.
- Configuration can be straightforward, such as enabling the column.
- Configuration can involve interdependencies, such as between actions and columns. For example, to let managers rank their people, you need to enable the column in the detail table. You also need to enable the appropriate rank worker actions. And to let managers see full details about someone's ranking, you need to enable the action.
For all worksheet columns, you can set column properties. The available properties depend on the column.
| Type | Examples |
|---|---|
| General | Column shading, rounding rule, and decimal precision. |
| Visibility and access | Line managers can only read the column data but compensation administrators read and edit it. |
| Default value | A specific number or text; or values provided by a specified formula, compensation derived factor, or from a cross-referenced column. |
| Salary and element mapping | Post a single payment or base pay adjustment and select the payroll element to use. |
| Information | The formula or dynamic column condition used to determine the column amounts or the source of the column data. |
For many columns, you can also build dynamic conditions, for example, to ensure that proposed changes don't exceed existing compensation by a specific maximum.
To include data not already available in the provided columns, you can enable and configure miscellaneous rate and user-defined columns. For example, you can use user-defined columns to share external data, such as market data supplied by third parties.
While you can go straight to configuring worksheet columns as part of configuring worksheet displays, it's worth completing other, related configurations first. Here are some examples of configurations with interdependent configuration tasks:
- Include prorated values for relevant worksheet columns by setting up assignment segment options.
- Specify how to determine local currencies for a compensation component, and if the component units should be nonmonetary, such as Days or Shares.
- Share performance ratings and changes between Oracle Fusion Performance Management Cloud Service and compensation plan worksheets.
- Designate review hierarchies that are separate from the primary manager hierarchy. Also override any global notification settings, as appropriate for the specific plan. For example, you have a global setting for how everyone publishes and withdraws budgets, but want to change the settings for a specific plan.
- Specify how to generate and store statements that managers use to communicate compensation changes to their people.
- Build and enable the alerts that plan worksheets need to include.
You configure plan worksheets using the Workforce Compensation Plans task, Worksheets task list in the work area. The other topics in this chapter have the basic processes to fully configure alerts, compensation change statement, compensation component, and performance rating columns. It also has basic processes to fully configure worksheet models and filters for worksheets and reports. The following chapters have information about each task in the Worksheets task list.
Reference
For descriptions of every worksheet column and action, see Workforce Compensation Worksheet Configuration Definition (document ID 1450891.1) on My Oracle Support (support.oracle.com). To help you locate columns and actions, the document tabs organize information in the same groupings as the Configure Worksheet Page Layout pages.
For columns, the document has this information:
- The navigation path for columns that map directly to a field in Oracle Fusion Global HR Cloud Service
- If you can default column values using a plan cross-reference
- If people can update the values in their plan budget and task worksheets
For actions, it tells you about any dependent configurations you need to complete.