- Title and Copyright Information
- Get Help
- 1 Overview of Compensation
- 2 Setup and Maintenance Tasks
- 3 Profile Options for Compensation Pages, Actions, and Approval Notifications
- 4 Profile Options for Salary Actions
- HR_DISABLE_PENDING_APPROVALS_CHECK_IN _HCM_DATA_LOADER Profile Option
- ORA_CMP_LGT_WHEN_MISSING_SALARY_DATASECURITY Profile Option
- ORA_CMP_NO_SALARY_CHANGE_WHEN_INACTIVE_CHG_ASGN Profile Option
- ORA_CMP_SAL_REUSE_ASGN_ACTION_OCCURRENCE Profile Option
- ORA_CMP_SALARY_CHECKS_BEHAVIOR_IN_CHANGE_START_DATE Profile Option
- ORA_PER_CLE_COPY_FUT_ASG Profile Option
- ORA_PER_EMP_RETAIN_CHANGES Profile Option
- ORA_PER_EMPL_DEFAULT_EFFECTIVE_DATE Profile Option
- 5 Profile Options for Individual Compensation Pages and Actions
- 6 Responsive User Experience Setup
- 7 Approvals Overview
- 8 Example Approval Configurations
- Autoapprove a Salary Change If the Requester Is an HR Specialist
- Grade Determines the Levels of Approval for a Salary Change
- Route Approval for a Salary Change According to Country and Amount
- Route Approval for Recurring Individual Allocation When the Amount Changes by a Percentage
- Autoapprove Personal Contributions
- Route Approval for Individual Compensation or Personal Contribution Allocation by Action
- 9 Market Data
- Overview of Market Data
- How You Use Market Data Surveys to Create Composites
- Compensation Types for Market Data
- Overview of Supplier Structures
- How You Match a Survey Job or Position to Your Internal Data
- Difference Between Global HR Benchmark Jobs and Survey Benchmark Jobs
- Import Survey for Market Data
- Market Segments
- Import Composites for Market Data
- Options to View Market Composites in Compensation
- How You Configure Market Composites Display
- 10 Payroll Elements and Compensation
- How Compensation Uses Payroll Elements
- Before You Can Use Payroll Elements in Compensation
- Define Elements, Balances, and Formulas
- Create a Payroll Element to Use with Salary Bases
- Create a Payroll Element to Use with Individual Compensation Plans
- Create a Payroll Element to Use with Workforce Compensation Plans
- Conversion Rule Options for Configuring Additional Details of Payroll Elements
- 11 Base Pay Overview
- Overview of Base Pay Configuration
- How Salary Basis Options Work with Salary Amounts and Calculations
- How You Store the Salary Amount and Pass It to Payroll for Processing
- How Many Salary Bases to Create
- How You Can Audit Salary Data
- Document Records for Salary
- Let Proposers Include Document Records in Salary Proposals
- 12 Salary Basis Introduction
- 13 Simple and Incremental Component Itemization of Salary
- Considerations for Using Salary Bases with Incremental Components versus Simple Components
- Simple Component Types
- Optional Simple Components in Salary Bases
- Example Simple Component Configurations with People Entering Values and Fixed Percentages
- Example Simple Component Configurations with Grade Progression Rate, User Entered Values, and Fixed Percentages
- How You Migrate Salary Bases with Simple Components
- How You Enable Salary Itemization Using Incremental Components
- 14 Examples of How Simple Components Work
- 15 Rates-Based Component Itemization of Salary
- Comparison of Rate Component Categories for Salary Bases
- Element Rate Components in a Salary Basis
- Derived Rate Components in a Salary Basis
- Grade Rate Rate Components in a Salary Basis
- Value by Criteria Rate Components in a Salary Basis
- Database Items That Can Detect Proposed Info in Salary Value by Criteria Rate Definitions
- Important Value by Criteria Settings for Rate Components in Salary Bases
- Run Rates-based Salary Process
- Considerations for Using Salary Bases with Simple Components versus Rate Components
- 16 Rate Component Attributes for Salary Bases
- Base Rate Attribute for Salary Basis Rate Components
- Overall Salary Attribute for Salary Basis Rate Components
- Periodicity Attribute for Salary Basis Rate Components
- Default Value Attribute for Salary Basis Rate Components
- FTE Attribute for Salary Basis Rate Components
- Factor Attribute for Salary Basis Rate Components
- Periodicity Conversion Formula Attribute for Salary Basis Rate Components
- 17 Example Rate Definition Configurations for a Salary Basis
- Overview of Example Rate Definitions for a Salary Basis
- Create a Base Salary Rate Definition
- Create an Allowance Rate Definition for a Salary Basis
- Create a Short-Term Incentive Plan Rate Definition for a Salary Basis
- Create a Grade-Based Value by Criteria Definition for a Salary Basis Rate Definition
- Create a Grade-Based Performance Award Rate Definition for a Salary Basis
- Create an Overall Salary Rate Definition for a Salary Basis
- Create a Rates-Based Salary Basis
- 18 Rates-Based Salaries
- 19 Salary Basis FAQs
- Can I change or delete a salary basis that's in use?
- Can I add effective-dated changes to the salary basis?
- Where does the annualization factor for a salary basis that uses payroll period frequency come from?
- Can I use the same payroll element for multiple salary bases?
- Can I update an element mapped to a salary basis that's in use?
- Can managers change the salary basis of a salary record?
- 20 Salary Ranges and Metrics
- 21 Salary Range Differentials
- Overview of Salary Range Differentials
- Configure Salary Range Differentials
- Basic Process to Configure and Apply Zone-Based Salary Range Differentials
- Zone-Based Salary Range Differential Processing
- Factor Type Salary Range Differentials That Include Lower Limits
- Configure Compensation Zone Types and Zones
- Compensation Zone-Based Differential: Options for When Work from Home Is Yes, But Evaluation Should Use Work Locations
- Generate Compensation Zone and Address Mapping
- Enable Geography Validation for Compensation Zones
- Load Compensation Zone Geographies Using CSV File Export and Import
- 22 Base Pay Lookups and Troubleshooting
- 23 Default Salary from Grade Ladder Rates
- Basic Process to Default Salary Amounts from Grade Ladder Rates
- Create a Progression Grade Ladder to Default Salary Amounts
- FTE Adjustments When Salary Amount Is Determined by User
- FTE Adjustments When Salary Amount Is Determined by Simple Components
- Global Compensation Settings for Defaulting Salary from Grade Ladder Rates
- When Salary Won't Default from the Grade Ladder
- 24 Grade Step Progression Configuration
- 25 Transaction Dates and On Eligibility in Grade Step Progression Processing
- Progression Grade Ladder Details Transaction Date
- On Eligibility Option for Grade Step Transaction Date
- On Eligibility and Processing That Includes Future-Dated Assignments or Salaries
- Salary Update Details Transaction Date
- Salary Start Date Exceptions for Rate Synchronization Transaction Dates
- Rate Synchronization Details Transaction Date
- Salary End Date Exceptions for Rate Synchronization Transaction Dates
- 26 Global Settings for Grade Step Progression Processing
- 27 Grade Step Progression Processing
- Overview of Grade Step Progression Processing
- Run Grade Step Progression Process
- Synchronize Grade Step Rate Process
- How You Include an Assignment in Grade Step Progression Processing
- How You Include Multiple Progression Grade Ladders in a Process
- Assignment and Salary Actions in Grade Step Progression Processing
- Frequency in Grade Step Progression Processing Results
- Effective and Transaction Dates in Grade Step Progression Processing
- Grade Step Progression Transaction Log
- 28 Examples of Grade Step Progression Processing
- 29 Proposed Grade Step Progression and Salary Updates
- 30 Adjustments to Salary Amounts in Proposed Progression and Salary Updates
- 31 Individual Compensation Plans Overview
- Overview of Individual Compensation
- Options in an Individual Compensation Plan Configuration
- Document Type Settings for Individual Compensation
- Payment Dates in an Individual Compensation Plan Configuration
- How Changing the Hire Date Affects Individual Compensation Allocations
- Eligibility in an Individual Compensation Plan Configuration
- How Individual Compensation Plan Eligibility Works with Assignment Creation Flows
- How Individual Compensation Plan Eligibility Works with Assignment Correction and Update Flows
- Plan Access Restrictions in an Individual Compensation Plan Configuration
- Plan Info in an Individual Compensation Plan Configuration
- Validate Individual Compensation Plans
- Journey Checklist Tasks and Individual Compensation Plan Allocations
- How You Let People Submit Personal Contributions When Earlier Contributions Are Pending Approval
- 32 Payment Dates in Individual Compensation Plans
- Sync Individual Compensation Plan Dates with the Projected Hire Date in an Offer
- Examples of How Payment Start Dates in an Offer Sync with the Projected Hire Date
- Sync Individual Compensation Plan Dates with the Start Date in a Pending Worker Action
- Examples of How Payment Start Dates in a Pending Worker Action Sync with the Start Date
- Payment End Date Considerations for Individual Compensation Plans
- How the Projected Hire, Start, or Submission Date Works in HR Actions
- 33 Access and Action Options, and Option Visibility in Individual Compensation Plans
- 34 Example Individual Compensation Plan Configurations
- 35 Compensation History
- 36 Stock Grants
- 37 External Data
- 38 Workforce Compensation Overview, Lookups, and Security
- 39 Workforce Compensation Plans Overview
- 40 Foundation: Plan Details in Workforce Compensation
- 41 Foundation: Plan Eligibility and Cycles in Workforce Compensation
- Workforce Compensation Plan Eligibility
- How Required and Optional Profiles Determine Compensation Eligibility
- Option to Track People Ineligible for a Workforce Compensation Plan
- How the Options to Track and Hide Ineligible People Affect Plan Worksheets
- Eligibility Profile Testing for a Workforce Compensation Plan
- Workforce Compensation Plan Cycle Dates
- 42 Foundation: Hierarchies in Workforce Compensation Plans
- 43 Foundation: Plan Currency, Access, Feedback Survey, and Info in Workforce Compensation
- 44 Budgets: Budget Display in Workforce Compensation Plans
- Overview of Budget Display in Workforce Compensation Plans
- Overview Configuration in Budget Display
- Summary Configuration in Budget Display
- Detail Table Configuration in Budget Display
- Worker List Configuration in Budget Display
- Actions Configuration in Budget Display
- Information Configuration in Budget Display
- 45 Budgets Budget Pools in Workforce Compensation Plans
- Overview of Budget Pools in Workforce Compensation Plans
- Budgeting Methods in Workforce Compensation Plan Budget Pools
- Budget Storage Methods in Workforce Compensation Plan Budget Pools
- Automatically Publish Budgets in a Workforce Compensation Plan
- Budget Is in Nonmonetary Units for a Workforce Compensation Plan
- Reset Amounts When Budgets Are Unpublished in a Workforce Compensation Plan
- Budget Enforcement Options for Workforce Compensation Plan Budget Pools
- Prevent Allocations When Budgets Are Null
- Budget Group Options for Workforce Compensation Plan Budget Pools
- 46 Worksheets: Overview and Basic Configuration Processes for Key Columns and Actions
- Overview of Task Worksheets in Workforce Compensation Plans
- Include Alerts in Task Worksheets
- Include a Budget Group in a Compensation Task Worksheet Summary
- Include Compensation Change Statements in Task Worksheets
- Include Compensation Component Columns in Task Worksheets
- Include Filters in Task Worksheets and Plan Reports
- Include Models in Task Worksheets
- Include Performance Rating Columns in Task Worksheets
- Notify People of Eligibility Changes, Reassignments, and Delegation Changes in a Workforce Compensation Plan
- 47 Worksheets: Compensation Component
- Compensation Components in Workforce Compensation Plan Worksheets
- Compensation Component Number and Name, and Detail Table of Worksheet Display
- How the Compensation Component Display Order Affects Task Worksheets and Administrator Reports
- Local Currency Determination for Compensation Components
- Nonmonetary Units for Compensation Components
- Budget Pools and Compensation Components
- How You Let Managers Track Off-Cycle and On-Cycle Compensation Against a Budget
- Configure Assignment Segments Options of a Compensation Component
- Eligibility Profiles of Compensation Components
- Eligibility Profile Testing for a Compensation Component
- Formula Type Is Compensation Currency Selection
- 48 Worksheets: Performance Ratings
- Overview of Performance Ratings in Workforce Compensation Plan Worksheets
- Performance Management Ratings in Workforce Compensation Plan Worksheets
- Reasons to Set Performance Document Properties
- How the Performance Template Selection Affects Other Document Properties
- Compensation Performance Ratings in Workforce Compensation Plan Worksheets
- Calibrated Performance Ratings in a Workforce Compensation Plan
- 49 Worksheets: Approvals and Notifications
- Configure Approvals for Workforce Compensation Plan Worksheets
- Approval Modes in Worksheet Approvals Configuration
- Submit Modes in Worksheet Approval Configuration
- Withdraw Modes in Worksheet Approvals Configuration
- Alternate Approver Table in Worksheet Approval Configuration
- Configure Notifications for Workforce Compensation Plan Worksheets
- Can I configure workflow in workforce compensation to route plan changes for approval?
- 50 Worksheets: Examples of Alternate Approver Configurations
- 51 Worksheets: Compensation Change Statements
- Overview of Compensation Change Statements in Workforce Compensation Plan Worksheets
- Statement Groups, Templates, and Worker Statement Action for Compensation Change Statements
- How You Create a Change Statement Template
- Download Attribute List to Add to Template
- How You Can Display Different Currencies In Your Statement Template
- Ways to Configure Statement Text
- Statement Generation Timing and Output Format for Compensation Change Statements
- How You Generate Statements for Multiple Workers
- Delivery Options for Compensation Change Statements
- How Managers Can Print and Deliver Compensation Change Statements
- How Managers Can Centrally Manage and Store Compensation Change Statements
- How You Format a Date Variable to Display Dates in a Specific Format
- How You Format Numeric Separators and Decimal Precision for Numeric Data
- How You Find Errors in Statement Template
- How You Format the Same Data Differently Based on a Worker’s Location
- What's the difference between workforce compensation change statements and total compensation statements?
- 52 Worksheets: Worksheet Display Configurations
- Overview of Worksheet Display in Workforce Compensation Plans
- Configure the Summary Display for Compensation Task Worksheets
- Configure the Summary Displays for Communication, Performance, and Promotion Task Worksheets
- Detail Table Configuration for Compensation, Detail Table Only, Performance, and Promotion Worksheets
- Approval Subtabs, Columns, and Worker Details Columns Configuration for Approvals Task Worksheets
- Actions Configuration for Communication, Compensation, Detail Table Only, Performance, and Promotion Worksheets
- Information Configuration in All Task Worksheet Displays
- 53 Worksheets: Column Properties
- General Properties of Worksheet Columns
- Visibility and Access Properties of Worksheet Columns
- Default Value Properties of Worksheet Columns
- Cross-Reference Column Properties
- Formula Type Is Compensation Default and Override
- Sample Compensation Default and Override Formulas
- Salary and Element Mapping Properties of Compensation Amount Columns
- Post Incremental Itemized Salary Adjustments in a Workforce Compensation Plan to HR
- Post Salary Compensation Amounts to Simple Components in a Workforce Compensation Plan to HR
- Rate Application Result Options for Salary Adjustments to Simple Components
- Considerations for Posting Salary Adjustments to Simple Components
- How to Post Back Salary Changes for People Whose FTE is Less Than 1
- Rounding Rule Behavior When You Post Back Salary Changes for People Whose FTE is Less Than 1
- Rounding Rule Behavior for Base Salary – Current Column
- 54 Worksheets: Dynamic Columns in Worksheet Display Configurations
- Overview of Dynamic Columns in Workforce Compensation Plan Worksheets
- Evaluation Order, Sequence, and the Default Condition of Dynamic Worksheet Columns
- Triggering Events for Conditions of Dynamic Columns and Alerts
- Descriptions for Dynamic Worksheet Column Conditions
- Basic and Advanced Tabs When Building a Condition for a Dynamic Column or an Alert
- Configure the Compensation Amount Dynamic Column of the Bonus Component to Reward High Performers
- When to Use a Fast Formula or Dynamic Column to Display Information in a Worksheet Column
- Copy Dynamic Column Configurations
- 55 Worksheets: Configuration Guidance for Salary and Budget Component Columns, and
Promotion Effective Date
- Guidelines to Configure the Eligible Salary Component Columns
- Guidelines to Configure the Budget Amount - Worker Component Columns
- Guidelines to Allocate Compensation as Percentage of Budget
- Guidelines to Configure Default Values for the Promotion Effective Date Column
- Update Grade Step as Part of a Workforce Compensation Cycle
- Proposed Grade Column When You Update the Grade Step
- Worksheet Effects When You Update the Grade Step
- Base Salary - New Column When You Update the Grade Step
- Downloaded Workbook When You Update the Grade Step
- 56 Worksheets: Miscellaneous Rate Component Columns, User-Defined Columns, and External Data in Task Worksheets
- 57 Worksheets: Default Worksheet Display and Individual Worker Display
- 58 Worksheets: Alerts
- Overview of Alerts in Workforce Compensation Plan Worksheets
- Predefined Alerts for Workforce Compensation Plan Worksheets
- Alert Types for Workforce Compensation
- Example Alert to Warn Managers That Their Allocated Compensation Amounts Changed
- Example Alert to Prevent Managers from Allocating More Than the Targeted Compensation
- Example Alert to Notify Managers When the New Base Salary Is Greater Than the Range Maximum
- 59 Worksheets: Assignment Segments
- Overview of Assignment Segments in Workforce Compensation Plan Worksheets
- Basic Process to Configure Worksheet Assignment Segments
- Data for Worksheet Assignment Segments
- Visibility, Ability to Update, and Restrictions for Worksheet Assignment Segments
- Eligibility of Worksheet Assignment Segments
- The Start Workforce Compensation Cycle Process and Assignment Segments
- The Refresh Workforce Compensation Data Process and Assignment Segments
- 60 Modeling, Reports, Filters, and Plan Analytics
- Overview of Modeling in Workforce Compensation Plan Worksheets
- Overview of Reports in Workforce Compensation Plans
- Administrator and Line Manager Access to OTBI and OBIEE Reports Used in Workforce Compensation Plans
- How You Add Dashboard OTBI Reports to the Workforce Compensation Landing Page
- Dimensions and Range Increments in Worksheet Models and Plan Reports
- Overview of Filters in Workforce Compensation Plan Worksheets and Reports
- Overview of Landing Page Analytics in Workforce Compensation Plans
- 61 Validation and Processing
- 62 Global Compensation Settings
- General and Watchlist Global Settings for Workforce Compensation Plans
- Global Setting Options for Workforce Compensation Plan Notifications
- How Workforce Compensation Plan Notifications Work
- Header and Message Text for All Workforce Compensation Plan Notifications
- How can I configure the content that appears in the workforce compensation submit for approval notification?
- 63 Workforce Compensation Administration Overview
- 64 Workforce Compensation Batch Processes to Start a Compensation Cycle and Refresh
Data
- Start Workforce Compensation Cycle and Synchronize Hierarchy Processes
- Plan Not in the Choice List of the Start Workforce Compensation Cycle Process
- Refresh Workforce Compensation Data Process
- Refresh Options for the Refresh Workforce Compensation Data Process
- Formula Type Is Compensation Person Selection
- 65 Workforce Compensation Batch Process to Transfer Workforce Compensation Data
- Transfer Workforce Compensation Data to HR Process
- Element and Salary Details of Transfer Workforce Compensation Data to HR Process
- Stock Details of Transfer Workforce Compensation Data to HR Process
- Promotion Details of Transfer Workforce Compensation Data to HR Process
- Other Details of Transfer Workforce Compensation Data to HR Process
- 66 Workforce Compensation Batch Processes to Back Out and Purge Data, Notify Managers, and Process Change Statement
- 67 View Compensation Administration Reports
- Compensation and Budget Analysis Reports for Workforce Compensation
- Promotions and Performance Reports for Workforce Compensation
- Status and Monitoring Reports for Workforce Compensation
- Data Processed Reports for Workforce Compensation
- Consolidated Posting Summary Report Data
- Exports for Workforce Compensation
- Batch Process Monitoring for Workforce Compensation
- Discrimination Detection Report
- 68 Active Workforce Compensation Plans and Manual Currency Conversion Rates
- 69 Administer Workforce Compensation for Workers
- Administer Individuals During Workforce Compensation Cycles
- Reprocess an Individual or Add Them to a Workforce Compensation Plan and Cycle
- Administer an Individual's Hierarchies and Access for a Workforce Compensation Plan Cycle
- Administer an Individual's Manager and Processing Statuses, and Due Date for a Workforce Compensation Plan Cycle
- Administer an Individual's Eligibility for a Specific Workforce Compensation Plan Cycle
- Adjust Manager-Level Budgets Stored as Percentages
- 70 Examples of When to Reprocess an Individual after Starting a Workforce Compensation
Plan Cycle
- Someone Transfers into an Organization After the Workforce Compensation Cycle Starts
- Someone's Data Is Corrected in HR After the Workforce Compensation Cycle Starts
- Someone Leaves an Organization After the Workforce Compensation Cycle Starts
- A Contingent Worker Becomes a Regular Worker After the Workforce Compensation Cycle Starts
- 71 Total Compensation Statement Overview
- Guidelines to Create Total Compensation Statement Definitions
- Overview of Creating a Total Compensation Statement
- Display Options in Statements
- 72 Total Compensation Statement Components
- Compensation Items and Sources
- Formula Type for Total Compensation Item
- Compensation Category Types
- Compensation Categories and Subcategories
- Options to Display Category Details in a Compensation Statement
- Best Practices for Planning Statement Definitions
- Total Compensation Statement Options
- Options to Include Descriptive Text in Compensation Statements
- Options to Configure Statement Periods, Welcome Message, and Feedback
- Options to Configure Statement Eligibility and Summary Page
- Printable Statement Templates
- FAQs
- How can I change whether the category displays zero or no values in the statement?
- How can I display a hidden column?
- How can I hide or show the welcome message in total compensation statements?
- How can I change welcome message text in total compensation statements?
- Why can't I delete or edit some items?
- Why did the default stock details change?
- How can I import stock data sent to me by my supplier?
- Can I reuse a previous year's statement?
- Can I correct the definition after workers received statements?
- What's the difference between total compensation statements and workforce compensation change statements?
- 73 Total Compensation Examples