Exclude Individual Compensation Plans, Options Using Business Rules

You can now exclude individual compensation plans and options using business rules. Previously you could restrict using plan access and eligibilities.

When a Spot Bonus Plan Is Excluded

Default Behavior When Bonus Plan Isn’t Excluded

When a Stock Option Is Excluded

Default Behavior When Option Isn’t Excluded

This a client-side exclusion. Thus, the filtering happens on top of benefit and element eligibility, and is applicable only for the app. Behavior in other areas remains the same.

This enhancement restricts the individual compensation plans and options based on proposed data.

Steps to Enable

Specify an array of plan and option identifiers to exclude.

Fields and Regions Page with the Excluded Options and Excluded Plans Rules

With Configured Exclusions

Tips And Considerations

• We don’t recommend that you use this feature when eligibility is defined for plans, options, or elements to prevent conflicting eligibility rules being applied resulting in unexpected behavior.
• This feature is currently supported in these Redwood flows:

Global HR:

• Hire an Employee
• Add a Pending Worker
• Add a Nonworker
• Add a Contingent Worker
• Convert Pending Worker
• Create Work Relationship

Compensation: 

• Individual Compensation
• Personal Contribution
• Administer Compensation 

We plan to support other flows in future releases.

• You can use this query to help source the identifiers:

SELECT JSON_ARRAYAGG(TO_CHAR(PLAN_ID)) EXCLUDE_PLANS
FROM FUSION.CMP_PLANS_VL
WHERE PLAN_NAME IN ('ZCMP VS ARS Bus Allowance', 'ZCMP VS BRL Spot Award', 'ZCMP ZX CDRM Tracking VS Spot');

SELECT JSON_ARRAYAGG(TO_CHAR(COMPONENT_ID)) EXCLUDE_OPTIONS
FROM FUSION.CMP_COMPONENTS_VL
WHERE COMPONENT_NAME IN ('Hiring Bonus - Reserved');

Key Resources

For more information about creating business rules, see  Extending HCM Redwood Applications Using Visual Builder Studio.