Cross-Reference Column Properties
You can use values from another column as default values for a column as long as neither column is a percentage column.
That other column can be in the same worksheet, a different worksheet in the same plan, or a worksheet in a different plan. For example, you want your managers to see all compensation for the workforce compensation cycle when they're planning salary and bonus changes. Because they use separate plans to make these changes, you cross-reference the relevant amounts from the other plan.
- In the salary plan worksheet, you enable a column, such as a miscellaneous rate or user-defined column, to show the bonus amounts as default values.
- In the bonus plan worksheet, you enable a similar column to show the salary amounts as default values.
Or maybe you want to generate a single compensation change statement that shows the compensation changes from the multiple plans managers use in the cycle. You create a plan that has only a communication task worksheet. Then you enable and configure the columns, as shown here.
| Compensation Change Statement Column | Cross-Reference |
|---|---|
| Compensation Amount - Component 1 | Merit plan, Compensation Amount - Component 1 column |
| Compensation Amount - Component 2 | Bonus plan, Compensation Amount - Component 1 column |
| Compensation Amount - Component 3 | Stock plan, Compensation Amount - Component 1 column |
The worksheet with the cross-references shows the latest referenced data as soon as people save their changes to that data.
Cross-Reference Plan
You can cross-reference a column from any active plan, even plans with no started cycles. You can even cross-reference the same column in the same plan worksheet to use values from a previous workforce compensation cycle. For example, you want managers to consider target amounts or bonuses from the previous cycle when they make their plan changes in the current cycle.
Managers can't see the default values for plans with no started cycles. You need to run the Start Workforce Compensation Cycle process for the relevant plans and then they can see the default values.
Cycle Matching
Here's how you can specify which started workforce compensation cycle to get the referenced values from. The plan cycle name and extract dates come from the plan cycles configurations of the plan with this worksheet and the cross-referenced plan.
| Value | Description |
|---|---|
| Same Cycle Extract Date | Get the reference data from the plan cycle with the same HR data extraction date as this plan's cycle. |
| Same Cycle Display Name | Get the reference data from the plan cycle with the same name as this plan's cycle. |
| Previous Cycle Extract Date | Get the reference data from the plan cycle with the HR data extraction date that's closest to, but still before this plan cycle's extract date. |
| Latest Cycle Extract Date | Get the reference data from the most recent plan cycle, without regard to this plan cycle's extract date. Typically, you use this value in a plan that's always available and automatically clears after the new cycle runs. |
Reference
For descriptions of every worksheet column, see Workforce Compensation Worksheet Configuration Definition (document ID 1450891.1) on My Oracle Support (support.oracle.com). You can also see 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.