Defining Additional Earnings and Configuring Benefits & Taxes

Introduction

This 90-minute tutorial shows you how to configure additional earnings, benefits, and taxes in Workforce. The sections build on each other and should be completed sequentially.

Background

Align critical corporate resources with the strategies that best leverage a competitive advantage. Using Workforce, departments collaborate to plan headcount and related expenses such as salaries, health care, bonuses, and taxes. Planners can see up-to-date charts and analysis that show expenses and trends.

Workforce provides several out-of-the-box and generic accounts for benefits, taxes, and additional earnings that can be assigned using Default Assignments to an employee or job, depending on the granularity.

In this tutorial, you learn how to configure and customize additional earnings, benefits, and taxes that can enhance your Workforce plans.

Prerequisites

Cloud EPM Hands-on Tutorials may require you to import a snapshot into your Cloud EPM Enterprise Service instance. Before you can import a tutorial snapshot, you must request another Cloud EPM Enterprise Service instance or remove your current application and business process. The tutorial snapshot will not import over your existing application or business process, nor will it automatically replace or restore the application or business process you are currently working with.

Before starting this tutorial, you must:

Have Service Administrator access to a Cloud EPM Enterprise Service instance. The instance should not have a business process created.
If you haven't already, register for a free Oracle Cloud Customer Connect account so you can access the required files.
- Download the latest EPBCS Sample Application LCM snapshot from this idea page.
- Upload and import the latest EPBCS Sample Application LCM snapshot into your Planning instance.

Note:

If you run into migration errors importing the snapshot, re-run the migration excluding the HSS-Shared Services component, as well as the Security and User Preferences artifacts in the Core component. For more information on uploading and importing snapshots, refer to the Administering Migration for Oracle Enterprise Performance Management Cloud documentation.

Reviewing User Variable Values

User Variables were added when the business process was created. User variables act as filters in forms, enabling planners to focus only on certain members. In this section, you review the values selected for user variables.

On the home page, click Tools, then User Preferences.
Under Preferences, click User Variables.
Review the members selected for each user variable.
When finished reviewing, return to the home page. On the upper-right, click (Home).

Configuring Additional Earnings

Adding Bonus Pay

On the home page, click Application, then Configure.
From the Configure dropdown, select Workforce.
In Configure: Workforce, click Benefits and Taxes.
In Benefits & Taxes, click any of the filter links to open the Filter dialog.

In the Filter dialog, select the following:

Filter By	Value
Scenario	OEP_Plan
Version	OEP_Working
Components	Additional Earnings

Verify your selections and click Apply.
In Benefits & Taxes, click Bonus Pay.

In Additional Earnings for Bonus Pay, select the following:

Bonus Pay Details	Value
Component Type	Simple
Financial Account	Bonus
Payment Terms	Monthly (Calendar Year)
Value Type	Percentage of Salary
Maximum Value Type	Flat Amount
Threshold Scope	YTD
Taxable Component	Yes
Earning Type	Add to Gross Pay

Verify your selections and click Next.

In Rates, verify or set the following data POV values:

Dimension	Member
Scenario	Plan
Version	Working
Currency	USD
Entity	Sales US

In the data grid, for No Option, enter 10 as the Rate for all YearTotal members for all three years (FY24, FY25, and FY26).

Tip:
The data grid opens with the YearTotal member collapsed, with the Time Balance property of Account set to Balance. With out-of-box Options and Tiers, the value entered in YearTotal is copied to all periods. However, subsequent changes to YearTotal will only apply to the last period. You can expand YearTotal and manually enter and change rates in the level 0 members.
Click Next.
Review the rate values you entered, and then click Save.
At the information dialog, click OK.
In Additional Earnings, click Close.
In Benefits & Taxes, click Close.
Return to the home page. On the upper-right, click (Home).

Assigning Default Values

On the home page, click Workforce, then Compensation Planning.
From the vertical tabs on the left, click (Defaults).
From the horizontal tabs, click Additional Earnings.
In Additional Earnings, right-click in the content area to display menu options, and then select Add Earning Default.

In Add Earning Defaults, select prompt values as follows:

Prompt	Value
Earning	Bonus Pay
Job	OWP_All Jobs
Union Code	OWP_All Union Code
Option	No Option

Tip:

When available, you can click a dimension or prompt's

(Member Selector) to open the Select Member dialog where you can search, select, and assign members, user variables, or substitution variables to a dimension.

Verify your selections.
Click Launch.
At the information message, click OK.

Bonus Pay was added an an additional earning assumption. The assumption details are displayed on the form.

Synchronizing Defaults

From the vertical tabs on the left, click (Manage Employees).
From the horizontal tabs, click Existing Employees.

In Existing Employees, set the POV to the following members:

Dimension	Member
Version	Working
Entity	Sales US
Currency	USD
Years	FY24
Scenario	Plan
Project	No Project

Existing Employee data is displayed on the form.

In the data grid, right-click the top left empty header cell to display menu options, and then select Synchronize Defaults.

In Synchronize Defaults, set the prompt values to:

Prompt	Value
Scenario	OEP_Plan
Version	OEP_Working
Department	Sales US
Enter Currency	USD
Select Job	OWP_Total Jobs
Employee	OWP_Total Employees
Select	No Project

Tip:

Always verify your member selections to avoid selecting incorrect members. For example, OWP_Total Jobs is different from OWP_All Jobs, which was used in the assignment of defaults.

Verify your selections and then click Launch.
At the information message, click OK.
In the data grid, expand Total Compensation.
The Total Earnings column displays data based on the Bonus Pay rate you previously defined, which is 10% of the Total Salary.
From the vertical tabs on the left, click (Employee Details).

In Employee Details, set the POV to:

Dimension	Member
Job	Sales Representative
Employee	Branch, Peter
Project	No Project

Review the Bonus Pay data for Peter Branch.

Display details for another employee. Set the POV to:

Dimension	Member
Job	Sales Mateo
Employee	Lopez, Mateo
Project	No Project

Review the Bonus Pay data for Mateo Lopez.
Return to the home page. On the upper-right, click (Home).

Customizing Additional Earnings

Adding the Bonus Rate Account to the Workforce Cube

On the home page, click Application, and then Overview.
Click Dimensions.
From the Cube dropdown, verify that All is selected.
From the list of dimensions, click Account.
In Edit Member Properties for Account, right-click the Member Name column header to open the Select Columns dialog.
Under Selections, for all properties except for Parent Member, Default Data Storage and Default Alias Table, hover over the property name of and then click X to remove it.
On the left, in Select Columns, select the following columns:
- Under Account: Account Type
- Under Account: Time Balance
- Data Type
- Under Consolidation Operator: OWP_WFP Consol op.
Verify your selections and click OK.
In the Search box, enter OWP_Dynamic Properties and click (Search Down).

The OWP_Dynamic Properties member is displayed and selected in the grid.

Tip:
You can find the OWP_Dynamic Properties member under Account\OWP_Workforce Planning - Accounts\OWP_Workforce Planning Assumptions\OWP_Employee Properties.
With OWP_Dynamic Properties selected, click (Add Sibling).
In Add Sibling, accept the default value of 1 in Number of members to add and click Apply.

A new row is added to the grid.
Replace the member name with Bonus_Rate.

Tip:
Make sure to include the underscore in between "Bonus" and "Rate".

For Bonus_Rate, set the following member properties:

Property	Value
Default Data Storage	Store
Data Type	Non-Currency
OEP_WFP Consol op.	Ignore
Account Type	Saved Assumption
Time Balance	Average
Default Alias Table	Bonus Rate

Tip:

For aggregation logic, consider selecting Never for accounts with rates if there is no requirement to aggregate the data with other dimensions. Selecting Never saves a lot of upper-level blocks from being created during aggregation.

Verify your selections and click Save.

Tip:
Verify your selections after saving to make sure your updates are saved.
Click (Refresh Database).

In Refresh Database, make the following selections and click Refresh Database:

Before Refresh Database
Enable Use of the Application for	Administrators
After Refresh Database
Enable Use of the Application for	All users

Review the warning message and click Refresh.

Caution:
Best practices suggest creating a full backup of your entire application instance prior to making any metadata changes.

The cube refresh process takes a moment to complete.
When the status displays as Succeeded and the percent complete is 100%, click Finish.
In Refresh Database, click Close.
In Edit Member Properties for Account, click Cancel.

Creating a Form for Bonus Rate Input

Click (Navigator), and under Create and Manage, click Forms.
In Folders, expand Library, then Workforce, and select Workforce - Plan Sheets - Compensation.
In the content area, select Manage Existing Employees and click (Edit).
In Form and Ad Hoc Grid Management for Manage Existing Employees, click Save As.
In the Save As dialog, enter Input Bonus Rate per Employee as the new name for the form and click OK.

The Input Bonus Rate per Employee is now opened in Form and Ad Hoc Grid Management.
Click the Layout tab.
In Column A, make the following changes:
- Replace the Account members with Bonus_Rate.
- Replace the Period members with Assumptions.
  
  Tip:
  Assumptions is the default alias for the BegBalance period member.
Right-click Column B and select Delete Column.

Column C replaces the original Column B.
In Column B, click in the Account cell to display Dimension Properties.
In Dimension Properties for Account (Column B), select Start Expanded.
Expand Display Properties.

In Display Properties, make the following changes:

Property	Value
Make form read only	Deselect
Hide Save Confirmation Message	Selected

Verify your selections.
Click the Business Rules tab.
In Business Rules, select the OEP_WFP-Rule-Calculate Existing Employee Compensation rule and click Add.
In Business Rules Properties, for OEP_WFP-Rule-Calculate Existing Employee Compensation, select Use Members on Form.
Click Finish.
Return to the home page. On the upper-right, click (Home).

Creating a Navigation Flow

Click (Navigator), and under Tools, click Navigation Flows.
Select the Default navigation flow row, and then click (Actions) and select Create Copy.
In Create Navigation Flow, enter WFP as the name and click OK.
In Navigation Flow, click WFP to edit it.
In WFP, expand Workforce and click Compensation Planning.
In Manage Card - Content, click Manage Employees.
In Manage Tab - Content, click Add New Sub Tab.
In Manage Sub Tab, type Enter Bonus Rate as the name.
For Artifact, click (Choose Artifact).
In Library, locate and select Input Bonus Rate per Employee, and click OK.

Tip:
Input Bonus Rate per Employee is saved under Library\Workforce\Workforce - Plan Sheets - Compensation.
In Manage Sub Tab, click Save and Close.
In Manage Tab, verify that Enter Bonus Rate is listed as a tab and click Save and Close.
In Manage Card, click Save and Close.
In WFP, click Save and Close.
In Navigation Flow, for WFP, click Inactive.
Verify that WFP is set to Active and click (Home) to return to the home page.
On the upper-right of the home page, click Administrator and select Reload Navigation Flow.
On the home page, click Workforce, and then Compensation Planning.
From the vertical tabs on the left, click (Manage Employees).
From the horizontal tabs, click Enter Bonus Rate.
The Input Bonus Rate per Employee form is displayed.
Return to the home page. On the upper-right, click (Home).

Modifying the Member Formula for Custom Earnings

On the home page, click Application, and then Overview.
Click Dimensions.
From the Cube dropdown, verify that All is selected.
From the list of dimensions, click Account.
In Edit Member Properties for Account, right-click the Member Name column header to open the Select Columns dialog.
On the left, in Select Columns, expand Member Formula and select OEP_WFP Formula.
Verify your selections and click OK.
In the Search box, enter OWP_Earning1 and click (Search Down).

The OWP_Earning1 member is displayed and selected in the grid.

Tip:
You can find the OWP_Earning1 member under Account\OWP_Workforce Planning - Accounts\OWP_Workforce_Expenses\OWP_Total Compensation\OWP_Total Earnings.
For OWP_Earning, click the OEP_WFP Formula cell.
After selecting the OEP_WFP Formula cell for OWP_Earning1, the member formula is displayed above the grid.
On the left of the member formula, click (Member Formula).
The Member Formula dialog is displayed.
On the toolbar, click (Wrap) to display member formula text within window boundaries.
Scroll down to line 112 where the /*Month options*/ comment is displayed.
Locate line 125 and insert a line right below it.
Copy and paste the following formula into that section:
```
IF("No Property"->"BegBalance"==[OWP_EarningList.Bonus_Pay] AND "Bonus_Rate"->"No Property"->"BegBalance" <> #Missing)
"OWP_Expense Amount"="OWP_Total Salary"->"OWP_Expense Amount"*("Bonus_Rate"->"No Property"->"BegBalance"/100);
ENDIF
```
Bonus Pay is calculated based on this formula: Bonus Pay = Total Salary x Bonus Rate.

In this example, the calculation only applies to existing employees. New hires will initially receive the default bonus pay.

You can optionally copy the same formula into the other payment terms.

You can further customize this member formula by modifying sections on thresholds, gross pay, and taxable calculations. Prior to making changes, backup your application. Then, apply your changes to all relevant payment terms and earning accounts.
Click Validate.
A validation message displays at the bottom of the dialog.
Click Save.
In Edit Member Properties for Account, click Save.
Click (Refresh Database).

In Refresh Database, make the following selections and click Refresh Database:

Before Refresh Database
Enable Use of the Application for	Administrators
After Refresh Database
Enable Use of the Application for	All users

Review the warning message and click Refresh.

The cube refresh process takes a moment to complete.
When the status displays as Succeeded and the percent complete is 100%, click Finish.
In Refresh Database, click Close.
In Edit Member Properties for Account, click Cancel.
Return to the home page. On the upper-right, click (Home).

Entering Bonus Rates

On the home page, click Workforce, and then Compensation Planning.
From the vertical tabs on the left, click (Manage Employees).
From the horizontal tabs, click Enter Bonus Rate.
The Input Bonus Rate per Employee form is displayed.

In this tutorial, you enter bonus rates for FY24. Typically, you enter bonus rates for all applicable years.

Note that by default, Total Earnings is calculated at 10% of Total Salary.
For Feng, Amy, enter 5 as the Bonus Rate.
The member formula you added in the previous section calculates the bonus rate by 100, which calls for the bonus rate value to be entered as "5" instead of "5%" or "0.05."

IF("No Property"->"BegBalance"==[OWP_EarningList.Bonus_Pay] AND "Bonus_Rate"->"No Property"->"BegBalance" <> #Missing) "OWP_Expense Amount"="OWP_Total Salary"->"OWP_Expense Amount"*("Bonus_Rate"->"No Property"->"BegBalance"/100); ENDIF
Click Save.
Right-click the member cell for Feng, Amy and select Calculate Compensation.
At the information dialog, click OK.

Total Earnings, Total Taxes, and Total Compensation for Amy Feng were updated based on the entered Bonus Rate value.
Return to the home page. On the upper-right, click (Home).

Modifying Benefits and Synchronizing Component Definitions

In this section, you modify existing Additional Earnings, Benefits, and Taxes using the configuration parameters in the Benefits and Taxes Wizard.

Adding a Threshold to Bonus Pay

On the home page, click Application, then Configure.
From the Configure dropdown, select Workforce.
In Configure: Workforce, click Benefits and Taxes.
In Benefits & Taxes, click any of the filter links to open the Filter dialog.

In the Filter dialog, select the following :

Filter By	Value
Scenario	OEP_Plan
Version	OEP_Working
Components	Additional Earnings

Verify your selections and click Apply.
In Benefits & Taxes, click Bonus Pay.
In Additional Earnings for Bonus Pay, review details and click Next.
In the data grid, for No Option, enter 18000 as the Threshold for all YearTotal members for all three years (FY24, FY25, and FY26):
Here are a few tips when performing grid operations:
- Enter the shortcut 18K for 18000.
- To copy values across multiple cells, make sure that the cells you want to copy to are visible. You may need to expand columns. Then, select the cell you want to copy. Point your cursor to the bottom right cell border of the selection. When the pointer becomes a (+) move cursor, click and drag the border across the cells where you want the value copied. For example, for FY24, expand YearTotal, then its quarters, then its months. Enter a value in Jan. Make sure the cell focus is still in Jan, then point your cursor to the bottom right of its cell border. When the move cursor is displayed, click and drag the border across all periods in FY24.
Click Next.
Review the threshold values you entered and click Save.
At the information message, click OK.
In Additional Earnings, click Close.
In Benefits & Taxes, click Close.
Return to the home page. On the upper-right, click (Home).

Synchronizing Component Definition

On the home page, click Workforce, then Compensation Planning.
From the vertical tabs on the left, click (Manage Employees).
From the horizontal tabs, click Enter Bonus Rate.
Right-click the member cell for Conway, Martin and select Synchronize Component Definition.

Note:
With Synchronize Defaults previously run against data, changes were made to an existing component (Bonus Pay) for an existing employee. In this case, only Synchronize Component Definition is required to efficiently process the recent changes where threshold data was added.

Synchronize Defaults is only required for new components added to the Benefits and Taxes Wizard or the first time an employee is added to an entity.

For changes to apply to the Calculate Compensation rule, you must run the applicable Synchronize rule first.
At the information message, click OK.
Review the changes to Total Earnings, Total Taxes, and Total Compensation for Martin Conway.
Total Earnings is now capped at 18,000 based on the threshold value entered in the Benefits & Taxes Wizard. Total Taxes and Total Compensation were updated based on this change.
Return to the home page. On the upper-right, click (Home).

Configuring Rate Table Benefits

Defining a Rate Table Benefit

On the home page, click Application, then Configure.
From the Configure dropdown, select Workforce.
In Configure: Workforce, click Benefits and Taxes.

In Benefits & Taxes, verify or set filter values:

Filter By	Value
Scenario	OEP_Plan
Version	OEP_Working
Components	Benefits

In Benefits & Taxes, click Other Benefit 1.

In Benefits for Other Benefit 1, select the following values:

Benefit Details	Value
Component Type	Rate Table
Financial Account	Other Benefits
Payment Terms	Monthly (Calendar Year)
Value Type	Flat Amount
Taxable Component	No

Verify your selections and click Next.

Verify or set the POV with the following values:

Dimension	Member
Scenario	Plan
Version	Working
Currency	USD
Entity	Sales US

In the data grid, enter the following rates for these Options:

	FY24	FY25	FY26
	Rate
	YearTotal	YearTotal	YearTotal
Option 3	36000	48000	60000
Option 2	24000	36000	48000
Option 1	12000	24000	36000

Note:

Option 1, Option 2, and Option 3 are not pre-seeded members and are customer-specific. For training purposes, these members were added as generic options with a Time Balance setting of Flow. For example, to get a 3,000/month value for Option 3, you enter 36,000 for YearTotal. You can set Time Balance options based on your company requirements. For a list of supported Time Balance options, see the documentation on Administering Planning.

Click Next.
Review the values you entered and click Save.
At the information message, click OK.
In Benefits, click Close.
In Benefits & Taxes, click Close.

Adding Defaults for Other Benefit 1

On the home page, click Workforce, then Compensation Planning.
From the vertical tabs on the left, click (Defaults).
From the horizontal tabs, click Benefits.
In Benefits, right-click in a read-only cell in the content area and select Add Benefit Defaults.

In Add Benefit Defaults, set values as follows:

Prompt	Value
Benefit	Other Benefit 1
Job	Sales Representative
Union Code	OWP_All Union Code
Option	Option 1

Tip:

Use Member Selector to find and select member values for Job and Union Code. When selecting the Sales Representative Job member, it may display its alias Sales Associate in Add Benefit Detaults.

Verify your selections and click Launch.
At the information message, click OK.
Option 1 for Sales Representatives is added to the form.

Perform steps 4 to 7 using the following selections for Option 2 and Option 3.

Option 2

Prompt	Value
Benefit	Other Benefit 1
Job	Sales Manager
Union Code	OWP_All Union Code
Option	Option 2

Option 3

Prompt	Value
Benefit	Other Benefit 1
Job	Sales Director
Union Code	OWP_All Union Code
Option	Option 3

Verify that Option 1, Option 2, and Option 3 are added to the form.

Synchronizing Defaults

From the vertical tabs on the left, click (Manage Employees).
From the horizontal tabs, click the Enter Bonus Rate.

Verify or set the POV to the following members:

Dimension	Member
Version	Working
Entity	Sales US
Currency	USD
Years	FY24
Scenario	Plan
Project	No Project

In the data grid, right-click the top left empty header cell to display menu options, and then select Synchronize Defaults.

In Synchronize Defaults, set the prompt values to:

Prompt	Value
Scenario	OEP_Plan
Version	OEP_Working
Department	Sales US
Enter Currency	USD
Select Job	OWP_Total Jobs
Employee	OWP_Total Employees
Select	No Project

Verify your selections and click Launch.
At the information message, click OK.
Review the data changes for the Sales Manager, Sales Director, and Sales Associate employees.

Benefit defaults were synchronized for these jobs, mapping to the Option members you added values to.
From the vertical tabs on the left, click the (Employee Details).

Set the POV and Page selections to the following:

Dimension	Member
Job	Sales Representative
Employee	Branch,Peter
Project	No Project

Updated compensation details including new benefits for Peter Branch is displayed. The Compensation data grid includes Other Benefit 1 with a monthly value of $1,000 that corresponds to Option 1.

Set the POV and Page selections to the following:

Dimension	Member
Job	Sales Manager
Employee	Smith,Alex
Project	No Project

Updated compensation details including new benefits for Alex Smith is displayed. The Compensation data grid includes Other Benefit 1 with a monthly value of $2,000 that corresponds to Option 2.

Set the POV and Page selections to the following:

Dimension	Member
Job	Sales Director
Employee	Conway,Martin
Project	No Project

Updated compensation details including new benefits for Martin Conway is displayed. The Compensation data grid includes Other Benefit 1 with a monthly value of $3,000 that corresponds to Option 3.

Return to the home page. On the upper-right, click (Home).

Configuring Rate Table and Threshold Benefits

Defining a Rate Table and Threshold Benefit

On the home page, click Application, then Configure.
From the Configure dropdown, select Workforce.
In Configure: Workforce, click Benefits and Taxes.

In Benefits & Taxes, verify or set filter values:

Filter By	Value
Scenario	OEP_Plan
Version	OEP_Working
Components	Benefits

In Benefits & Taxes, click Other Benefit 2.

In Benefits for Other Benefit 2, select the following values:

Benefit Details	Value
Component Type	Rate Table and Threshold
Financial Account	Other Benefits
Payment Terms	Semiannually (Calendar Year)
Payment Frequency	One-time Pay
One Time Pay Options	Fourth Month
Value Type	Percentage of Salary
Maximum Value Type	Flat Amount
Threshold Scope	YTD
Taxable Component	No

Verify your selections and click Next.

Verify or set the POV to the following values:

Dimension	Member
Scenario	Plan
Version	Working
Currency	USD
Entity	Sales US

In the data grid, enter the following rates and thresholds for Option 1 and Option 2:

	FY24		FY25		FY26
	Rate	Threshold	Rate	Threshold	Rate	Threshold
	YearTotal	YearTotal	YearTotal	YearTotal	YearTotal	YearTotal
Option 2	120	36000	120	39000	120	42000
Option 1	120	24000	120	27000	120	30000

Note:

Option 1, Option 2, and Option 3 are not pre-seeded members and are customer-specific. For training purposes, these members were added as generic options with a Time Balance setting of Flow. You can set Time Balance options based on your company requirements. For a list of supported Time Balance options, see the documentation on Administering Planning.

Click Next.
Review the rate and threshold data you entered, and then click Save.
Data is displayed for April and October based on the fourth month pay options selected.
At the information message, click OK.
In Benefits, click Close.
In Benefits & Taxes, click Close.
Return to the home page. On the upper-right, click (Home).

Adding Defaults for Other Benefit 2

On the home page, click Workforce, then Compensation Planning.
From the vertical tabs on the left, click (Defaults).
From the horizontal tabs, click Benefits.
In Benefits, right-click in a read-only cell in the content area and select Add Benefit Defaults.

In Add Benefit Defaults, set values as follows:

Prompt	Value
Benefit	Other Benefit 2
Job	Sales Manager
Union Code	OWP_All Union Code
Option	Option 1

Tip:

Use Member Selector to find and select member values for Job and Union Code.

Verify your selections and click Launch.
At the information message, click OK.

Perform steps 4 to 7 using the following selections for Option 2:

Prompt	Value
Benefit	Other Benefit 2
Job	Sales Director
Union Code	OWP_All Union Code
Option	Option 2

Verify that Other Benefit 2 for Option 1 and Option 2 are added to the form.

Synchronizing Defaults

From the vertical tabs on the left, click (Manage Employees).
From the horizontal tabs, click the Enter Bonus Rate.

Set the POV to the following members:

Dimension	Member
Version	Working
Entity	Sales US
Currency	USD
Years	FY24
Scenario	Plan
Project	No Project

In the data grid, right-click the top left empty header cell to display menu options, and then select Synchronize Defaults.

In Synchronize Defaults, set the prompt values to:

Prompt	Value
Scenario	OEP_Plan
Version	OEP_Working
Department	Sales US
Enter Currency	USD
Select Job	OWP_Total Jobs
Employee	OWP_Total Employees
Select	No Project

Verify your selections and click Launch.
At the information message, click OK.
Review the data changes for the Sales Manager and Sales Director employees.

Benefit defaults were synchronized for these jobs, mapping to the Option members you added values to.
From the vertical tabs on the left, click the (Employee Details).

Set the POV and Page selections to the following:

Dimension	Member
Job	Sales Manager
Employee	Smith,Alex
Project	No Project

Updated compensation details, including new benefits, for Alex Smith are displayed. The Compensation data grid includes a benefit (Other Benefit 2) in both April and October. The Other Benefit 2 amount for April is $1,250 in April which is 10% of that month's salary. The Other Benefit 2 amount for October is reduced to $750 due to the maximum annual threshold amount of $2000.

Tip:

Scroll to the right to display the rest of the period data.

Set the POV and Page selections to the following:

Dimension	Member
Job	Sales Director
Employee	Conway,Martin
Project	No Project

Updated compensation details, including new benefits, for Martin Conway are displayed. The Compensation data grid includes a benefit (Other Benefit 2) in both April and October. The Other Benefit 2 amount for April is $1,667 in April which is 10% of that month's salary. The Other Benefit 2 amount for October is reduced to $1333 due to the maximum annual threshold amount of $3000.

Return to the home page. On the upper-right, click (Home).

Configuring a Multi-Tiered Rate and Threshold Table for Taxes

Defining a Rate Table and Threshold Tax Option

On the home page, click Application, then Configure.
From the Configure dropdown, select Workforce.
In Configure: Workforce, click Benefits and Taxes.
In Benefits & Taxes, click any of the filter links to open the Filter dialog.

In the Filter dialog, select the following values and click Apply:

Filter By	Value
Scenario	OEP_Plan
Version	OEP_Working
Components	Taxes

In Benefits & Taxes, click Other Tax 1.

In Taxes for Other Tax 1, select the following values:

Tax Details	Value
Component Type	Rate Table and Threshold
Financial Account	Payroll Taxes
Payment Terms	Monthly (Calendar Year)
Value Type	Percentage of Taxable Earnings
Maximum Value Type	Threshold Amount
Threshold Scope	YTD

Verify your selections and click Next.

Selecting Threshold Amount for the Maximum Value Type allows for taxes to cross the Tiers for different thresholds rather than assigning any one Tier as a default. For example, a Country Tax might be 10% on the first $75,000 of Year-to-Date (YTD) earnings, 5% on the amount above the first Threshold ($75,000), up to $100,000 of YTD earnings, and 1% on anything above the second Threshold ($100,000). This allows the default to be applied across multiple tax tiers depending on the taxable earnings.

Verify or set the POV to the following values:

Dimension	Member
Scenario	Plan
Version	Working
Currency	USD
Entity	Sales US

In the data grid, enter the following rates and thresholds for Tier 1, Tier 2, and Tier 3:

	FY24		FY25		FY26
	Rate	Threshold	Rate	Threshold	Rate	Threshold
	YearTotal	YearTotal	YearTotal	YearTotal	YearTotal	YearTotal
Tier 1	10	75000	10	76000	10	77000
Tier 2	5	100000	5	102500	5	105000
Tier 3	1	999999999	1	999999999	1	999999999

Note:

The final tier's threshold is set to an exceptionally large value to cover the infinite amount above the penultimate threshold.

Click Next.
Review the rate and threshold values you entered, and then click Save.
At the information message, click OK.
In Taxes, click Close.
In Benefits & Taxes, click Close.
Return to the home page. On the upper-right, click (Home).

Adding Defaults for Other Tax 1

On the home page, click Workforce, then Compensation Planning.
From the vertical tabs on the left, click (Defaults).
From the horizontal tabs, click Taxes.
In Taxes, right-click in a read-only cell in the content area and select Add Tax Default.

In Add Tax Default, set values as follows:

Prompt	Value
Tax	Other Tax 1
Job	OWP_All_Jobs
Union Code	OWP_All Union Code
Tier	No Tier

Note:

Since Threshold Amount was selected as the Maximum Value Type, the Tier setting in this prompt becomes irrelevant as it is ignored in the calculation.

Verify your selections and click Launch.
At the information message, click OK.
Verify that Other Tax 1 - No Tier is added for all jobs.

Synchronizing Defaults

From the vertical tabs on the left, click (Manage Employees).
From the horizontal tabs, click Enter Bonus Rate.

Verify or set the POV to the following members:

Dimension	Member
Version	Working
Entity	Sales US
Currency	USD
Years	FY24
Scenario	Plan
Project	No Project

In the data grid, right-click the top left empty header cell to display menu options, and then select Synchronize Defaults.

In Synchronize Defaults, select the following members:

Prompt	Value
Scenario	OEP_Plan
Version	OEP_Working
Department	Sales US
Enter Currency	USD
Select Job	OWP_Total Jobs
Employee	OWP_Total Employees
Select	No Project

Verify your selections and click Launch.
At the information message, click OK.
From the vertical tabs on the left, click (Employee Details).

Set the POV and Page selections to the following:

Dimension	Member
Job	Sales Director
Employee	Conway,Martin
Project	No Project

Review the updated compensation details in the Compensation data grid in the bottom left of the page.

In this example, Total Taxable Earnings includes Basic Salary (referenced by Grade9), Bonus Pay, and Car Allowances.

Notice the months where the Other Tax 1 amount changes.
- In May, the amount drops as the $75,000 YTD Threshold is met in this month. There is a partial amount paid at the 10% Rate and the remainder at the 5% Rate.
- In June, the amount drops again as the $100,000 YTD Threshold is met in this month. There is a partial amount paid at the 5% Rate and the remainder at the 1% Rate.
- In July, the amount drops again as the entire Total Taxable Earnings are now at the 1% Rate.
- In November, the amount drops again because the Bonus Pay meets its Threshold in this month. The Total Taxable Earnings drops while still at the 1% Other Tax 1 Rate.
- In December, the amount drops again since the Bonus Pay is now zero. The Total Taxable Earnings drop again while still at the 1% Other Tax 1 Rate.
Return to the home page. On the upper-right, click (Home).

Creating a Custom Additional Earning

Defining a Custom Earning

On the home page, click Application, then Configure.
From the Configure dropdown, select Workforce.
In Configure: Workforce, click Benefits and Taxes.
In Benefits & Taxes, click any of the filter links to open the Filter dialog.

In the Filter dialog, select the following:

Filter By	Value
Scenario	OEP_Plan
Version	OEP_Working
Components	Additional Earnings

Verify your selections and click Apply.
In Benefits & Taxes, click Other Earnings 1.

In Additional Earnings for Other Earnings 1, select the following values:

Other Earnings Details	Value
Component Type	Custom
Financial Account	Pension Plan
Payment Terms	Monthly (Calendar Year)
Value Type	Percentage of Salary
Maximum Value Type	Flat Amount
Threshold Scope	YTD
Taxable Component	No
Earning Type	Do Not Add to Gross Pay

Verify your selections and click Next.

Verify or set the POV to the following values:

Dimension	Member
Scenario	Plan
Version	Working
Currency	USD
Entity	Sales US

In the data grid, for Option 1, enter 120 as the Rate for all YearTotal members for all three years (FY24, FY25, and FY26):
Click Next.
Review the rate values you entered and click Save.
At the information message, click OK.
In Additional Earnings, click Close.
In Benefits & Taxes, click Close.
Return to the home page. On the upper-right, click (Home).

Adding a Member Formula to a Custom Earning

From the navigation options on the top of the page, click Overview.
In Application Overview, click Dimensions.
From the Cube dropdown, select OEP_WFP.
From the list of dimensions, click Property.
In Edit Member Properties for Property, right-click the Member Name column header to open the Select Columns dialog.
On the left, in Select Columns, expand Member Formula and select OEP_WFP Formula.
Verify your selections and click OK.
In Member Name, expand Property.
Click the OWP_Custom Expense member to select its row.
For OWP_Custom Expense, click the OEP_WFP Formula cell.
Right above the grid, click (Member Formula).
The Member Formula editor dialog is opened.
Click (Wrap).
Copy and paste the following formula into the editor:
```
IF(@ISMBR(@RELATIVE("OWP_Existing Employees",0)))
IF("No Property"->"BegBalance"==[OWP_EarningList.Other_Earnings_1])
"OWP_Training Expense"->"OWP_Expense Amount" * ("OWP_Value"/100);
ELSE
#Missing;
ENDIF
```
In this example, the Additional Earning is limited to existing employees. Note the use of Training Expense in the calculation.

Make sure to remove any extra spaces at the end of the formula.
Click Validate.
When the validation completes, a message is displayed.
Click Save.
Click (Refresh Database).

In Refresh Database, make the following selections and click Refresh Database:

Before Refresh Database
Enable Use of the Application for	Administrators
After Refresh Database
Enable Use of the Application for	All users

Review the warning message and click Refresh.

Caution:
Best practices suggest creating a full backup of your entire application instance prior to making any metadata changes.

The cube refresh process takes a moment to complete.
When the status displays as Succeeded and the percent complete is 100%, click Finish.
In Refresh Database, click Close.
In Edit Member Properties for Property, click Save, then click Cancel.
Return to the home page. On the upper-right, click (Home).

Adding Custom Earning Defaults

On the home page, click Workforce, then Compensation Planning.
From the vertical tabs on the left, click (Defaults).
From the horizontal tabs, click Additional Earnings.
In Additional Earnings, right-click in a read-only cell in the content area and select Add Earning Default.

In Add Earning Default, set values based on the following:

Prompt	Value
Earning	Other Earnings 1
Job	OWP_All Jobs
Union Code	OWP_All Union Code
Option	Option 1

Verify your selections and click Launch.
At the information message, click OK.
Other Earnings 1 - Option 1 is displayed on the form.

Synchronizing Defaults

From the vertical tabs on the left, click (Manage Employees).
From the horizontal tabs, click Enter Bonus Rate.

Set the POV to the following members:

Dimension	Member
Version	Working
Entity	Sales US
Currency	USD
Years	FY21
Scenario	Plan
Project	No Project

In the data grid, right-click the top left empty header cell to display menu options, and then select Synchronize Defaults.

In Synchronize Defaults, set the prompt values to:

Prompt	Value
Scenario	OEP_Plan
Version	OEP_Working
Department	Sales US
Enter Currency	USD
Select Job	OWP_Total Jobs
Employee	OWP_Existing Employees
Select	No Project

Tip:

Make sure to select OWP_Existing Employees since the member formula you entered is restricted to them.

Verify your selections and click Launch.
At the information message, click OK.
From the navigation options on the top of the page, click Other Expenses.
From the vertical tabs on the left, click (Non Compensation Expenses).

Set the POV to the following members:

Dimension	Member
Version	Working
Scenario	Plan
Entity	Sales US
Currency	USD
Years	FY24
Employee	Feng,Amy
Project	No Project

Data for Amy Feng is displayed.

Notice the $500 per month value. This will be the basis for the 10% custom calculation.

From the navigation options on the top of the page, click Compensation Planning.
From the vertical tabs on the left, click (Employee Details).

Verify or set the POV and Page selections to the following:

Dimension	Member
Job	Sales Ops Analyst
Employee	Feng,Amy
Project	No Project

Verify that Other Earnings 1 is displayed on the form. The value is calculated as 10% of Training Expense.

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Title and Copyright Information

Defining Additional Earnings and Configuring Benefits & Taxes

F44268-03

July 2024

Oracle and/or its affiliates.

Introduction

Background

Prerequisites

Reviewing User Variable Values

Configuring Additional Earnings

Adding Bonus Pay

Assigning Default Values

Synchronizing Defaults

Customizing Additional Earnings

Adding the Bonus Rate Account to the Workforce Cube

Creating a Form for Bonus Rate Input

Creating a Navigation Flow

Modifying the Member Formula for Custom Earnings

Entering Bonus Rates

Modifying Benefits and Synchronizing Component Definitions

Adding a Threshold to Bonus Pay

Synchronizing Component Definition

Configuring Rate Table Benefits

Defining a Rate Table Benefit

Adding Defaults for Other Benefit 1

Synchronizing Defaults

Configuring Rate Table and Threshold Benefits

Defining a Rate Table and Threshold Benefit

Adding Defaults for Other Benefit 2

Synchronizing Defaults

Configuring a Multi-Tiered Rate and Threshold Table for Taxes

Defining a Rate Table and Threshold Tax Option

Adding Defaults for Other Tax 1

Synchronizing Defaults

Creating a Custom Additional Earning

Defining a Custom Earning

Adding a Member Formula to a Custom Earning

Adding Custom Earning Defaults

Synchronizing Defaults

Related Links

More Learning Resources