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Oracle EBS Compensation and Advanced Benefits: Product Update and Roadmap Kathryn Tucker Justine Fitzsimmons EBS HCM Product Management
The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decision. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
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Program Agenda
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Introduction
Advanced Benefits Product Update and Roadmap
Compensation Workbench Product Update and Roadmap
Q&A
Additional Resources
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View Rate History in Self Service R12.1.3 HRMS RUP 5
Current Benefits tab previously showed one rate for the coverage band Rates can start and end on different dates than the coverage bands Now participants can view the rate history rates for the enrollment result Self service can now display the same history the PUI
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View Rate History in Self Service
Personalize
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View Rate History in Self Service
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Close Enrollment In Self Service R12.1.3 HRMS RUP 5
When a life event is configured to close when enrollments are made, self service can now be personalized to allow participant to close the life event This allows participants to close life event and process another detected or backed out event without back office intervention
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Close Enrollment in Self Service R12.1.3 HRMS RUP 5 • Confirmation page to inform participant of the impact of electing to close the event. • Lists other programs or plans not in programs that will also be closed. 9
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Reopen Reinstated Enrollments R12.1.3 HRMS RUP 5
• Allows participants to reevaluate original elections even if reinstated • Provides flexibility if the reinstatement code does not fit for all cases
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Deactive Communication Type R12.1.3 HRMS RUP 5
Allows administrators to discontinue a communication type no longer used Datetracked Easy view of status
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Eligibility For Person Change and Communications R12.1.3 HRMS RUP 5 Control detection of life events and communications Limits unwanted life event and communication type detection, reducing manual intervention Uses participant eligibility profiles Same criteria, including User Defined Can Include or Exclude Same Required and Optional functionality
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Eligibility for Person Changes and Communications
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Eligibility for Person Changes and Communications
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Eligibility for Person Changes and Communications Promotion life event is defined by change in assignment grade, but be limited to certain organizations Change of Address life event is detected if the postal code has changed, but should be limited to certain postal codes A coverage reduction explanation for Life Insurance participants , but only if age 65 or older A disability disclaimer that only needs to be sent to participants residing in Oregon
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Not Eligible Flag for Compensation Objects R12.1.3 HRMS RUP 5
Finds all persons ineligible for compensation object Deenrolls current participants Prevents electable choice for potential participants Easy to view discontinued status of compensation object Can be enacted at any level of Compensation Object hierarchy
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Person Selection Rule for Extract Process R12.1.3 HRMS RUP 5
Optional parameter for Extract Process Eliminates need to alter selection criteria to order to create extract results for a subset population
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Remove Unrestricted Enrollment R12.1.3 HRMS RUP 5
Concurrent program to remove Unrestricted enrollment Performed on an individual basis Allows for clearing the benefit information so that person information such as hire date can be modified
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Enhanced Life Event Summary Report R12.1.3 HRMS RUP 6
Previously Displayed Count of Detected and Unprocessed Life Events in Summary New Module ‘Detected and Unprocessed Life Events with Person Details Who has an existing Detected or Unprocess Life Events Occurring within the Time Frame of the Process Parameters
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Enhanced Life Event Summary Report
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Enhanced Life Event Summary Report
Who What When
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Trigger Life Events from Person and Assignment EITs R12.1.3 HRMS RUP 6 More types of activity that could signal an enrollment opportunity Allows you to recognize updates to a single Extra Information Types and also addition of a new Multiple Extra Information Type Determines event to Occur as of the effective date the EIT update or creation
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Trigger Life Events from Person and Assignment EITs
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Trigger Life Events from Person and Assignment EITs Change values available are No Value, Any Value Looks at creation or update to EIT as a whole – not segment specific
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Control Ability to Designate Participant as Beneficiary R12.1.3 HRMS RUP 6
Plan requirements may not allow Participants to designate themselves a beneficiaries Can now prevent at the plan level Participants from being allowed to designate themselves
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Control Ability to Designate Participant as Beneficiary
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Control Ability to Designate Participant as Beneficiary
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Control Ability to Designate Participant as Beneficiary
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Control Ability to Designate Participant as Beneficiary Will not automatically undesignate Participant already designated as a plan beneficiary Cannot Set the Default Beneficiary to Participant if the Participant is being Excluded
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R12.1.3 HRMS RUP 5 New Features
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View Rate History in Self Service
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Close Enrollment in Self Service
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Reopen Reinstated Enrollments
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Deactivate Communication Type
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Eligibility for Person Changes and Communications
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Not Eligible Flag for Compensation Objects
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Person Selection Rule for Extract Process Remove Unrestricted Enrollments
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R12.1.3 HRMS RUP 6 New Features
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Enhanced Life Event Summary Report
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Trigger Life Events from Person and Assignment EITs
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Control Ability to Designate Participant as Beneficiary
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Advanced Benefits Roadmap
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EBS Advanced Benefits Roadmap ENHANCE USER SELF SERVICE EXPERIENCE ENABLE DELIVERY OF STATEMENTS AND COMMUNICATIONS
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Program Agenda
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Introduction
Advanced Benefits Product Update and Roadmap
Compensation Workbench Product Update and Roadmap
Q&A
Additional Resources
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What is Compensation Workbench?
• Manager Tool for Allocating Compensation
• Base Salary and Variable Compensation (Bonus, Stock Options, etc.) • Compensation within Company Guidelines • Promotes Pay Equity and Consistency • Pay For Performance • User Friendly
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Release 12.1 RUP6: New Features • Email Employee Compensation Statements • Email Total Compensation Statements • Compensation Detail Report - Enhanced Performance • Back Out CWB Postprocess
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Release 12.1 RUP6: New Features Email Compensation Workbench Employee Statements Securely email CWB statements to employees New “Email Statements” option added to same area as “Print Statements” “Test drive” sample statements to a test email account prior to sending official statements Table provided showing Email Status for all or direct employees
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Release 12.1 RUP6: New Features Email Compensation Workbench Employee Statements Configurable options available: Copy employee’s manager when emailing statements Configure the email subject line and email body. Can even use HTML tags for the latter. Add password protection to statement attachments
Employees receive their statements quickly and efficiently Helps broaden communications between administrators, employees and their managers
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Release 12.1 RUP6: Email CWB Employee Statements
Email Statement Setup in Compensation Workbench Preferences
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Release 12.1 RUP6: Email CWB Employee Statements Set Up Email Statement Preferences in Plan Administration
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Release 12.1 RUP6: Email CWB Employee Statements
Preferences include Email Subject Line
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Release 12.1 RUP6: Email CWB Employee Statements
Password Protect Statement Attachment
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Release 12.1 RUP6: Email CWB Employee Statements
Send copy to Employee’s Manager
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Release 12.1 RUP6: Email CWB Employee Statements
Configure Email Message to Employees 44
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Release 12.1 RUP6: Email CWB Employee Statements
Add Email Address to Test Drive Emailing statements
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Release 12.1 RUP6: Email CWB Employee Statements
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Release 12.1 RUP6: Email CWB Employee Statements
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Release 12.1 RUP6: Email CWB Employee Statements
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Release 12.1 RUP6: Email CWB Employee Statements
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Release 12.1 RUP6: Email CWB Employee Statements
Run Refresh Process to Reset Email Status to Resend Employee Statements
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Release 12.1 RUP6: Email CWB Employee Statements
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Release 12.1 RUP6: New Features Email Total Compensation Statements Securely email TCS statements to groups of employees en masse as PDF attachments New “Email Statements” process available in Batch Requests region of the TCS Launchpad “Test drive” sample statements to a test email account prior to sending official statements New task available in statement set up to configure email setup and preferences
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Release 12.1 RUP6: New Features Email Total Compensation Statements Configurable options available to the Administrator: Email subject line Copy employee’s manager when emailing statements Configure the email subject line and email body using HTML tags if desired. Add password protection to statement attachments
Note: Run Generate Employee Statements before running Email Employee Statements process!
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Release 12.1 RUP6: Email Total Compensation Statements Step 1: Set Up Email Preferences
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Release 12.1 RUP6: Email Total Compensation Statements Set Up Email Preferences
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Release 12.1 RUP6: Email Total Compensation Statements
Step 2: Set Up Email Statement Preferences
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Release 12.1 RUP6: Email Total Compensation Statements Set Up Email Statement Preferences
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Release 12.1 RUP6: Email Total Compensation Statements
Step 3: Submit Email Employee Statements Batch Process
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Release 12.1 RUP6: Email Total Compensation Statements Select Statement Name and Period to be emailed
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Release 12.1 RUP6: Email Total Compensation Statements
Select Sample Email to “test drive” emailing statements to a test account 60
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Release 12.1 RUP6: Email Total Compensation Select whether to email Statements employees in all business groups or selected employees only
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Release 12.1 RUP6: Email Total Compensation Statements
For Selected Employees Only option: Select from available criteria
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Release 12.1 RUP6: Email Total Compensation Statements
Click to View / Hide Selected Employees
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Release 12.1 RUP6: Email Total Compensation Statements
Change Employee Selection Criteria > Refresh Data to see updated list of employees selected
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Release 12.1 RUP6: Email Total Compensation Statements
Click Submit
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Release 12.1 RUP6: Email Total Compensation Statements
Email Employee Statements Batch Process Completes 66
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Release 12.1 RUP6: Email Total Compensation Statements Sample Statement Email
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Compensation Detail Report – Enhanced Performance: - New process to capture and build “snapshot” of compensation data to be used at report run time. - Report run time is greatly improved
New Batch Request Option ‘Refresh Compensation Summary’ on CWB Administrator Home Page
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Release 12.1 RUP6: Compensation Detail Report – Enhanced Performance • Select Plan Name for a specific plan or run for all plans • Select Enrollment Period if a specific plan is selected • Select to Purge if applicable
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Release 12.1 RUP6: Compensation Detail Report – Enhanced Performance
Parameter selections can be reviewed prior to submitting the concurrent request.
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Release 12.1 RUP6: Compensation Detail Report – Enhanced Performance
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Release 12.1 RUP6: New Features NEW Back-out CWB Postprocess • Back out changes posted to HR without backing out changes in CWB • Optionally back out performance ratings but not ranking • Assignment changes not backed out
• Optionally return worksheet control back to managers • Optionally notify managers about worksheets being returned to them
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Release 12.1 RUP6: Back-out CWB Postprocess Step 1. Select the plan to back out
Only plans with processed employees can be selected
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Release 12.1 RUP6: Back-out CWB Postprocess
Step 2 – Select Plan Period to back out.
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Release 12.1 RUP6: Back-out CWB Postprocess
And optionally back out performance rating
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Release 12.1 RUP6: Back-out CWB Postprocess
Plans with processed employees are automatically selected
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Release 12.1 RUP6: Back-out CWB Postprocess
Step 3. Select Submit parameters
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Release 12.1 RUP6: Back-out CWB Postprocess
Select to generate Audit Log
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Release 12.1 RUP6: Back-out CWB Postprocess
Then Select Debug Level
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Release 12.1 RUP6: Back-out CWB Postprocess
Select Employee(s) to Process
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Release 12.1 RUP6: Back-out CWB Postprocess
Optionally Return Worksheet Control back to Managers
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Release 12.1 RUP6: Back-out CWB Postprocess
Optionally Notify Managers about Worksheet Control
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Release 12.1 RUP6: Back-out CWB Postprocess CWB Worksheet after running PostProcess Notice Amount and % of Eligible Salary are read-only
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Release 12.1 RUP6: Back-out CWB Postprocess CWB Worksheet after running Back-out PostProcess with worksheet control returned to managers Notice Amount and % of Eligible Salary are now accessible
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Release 12.1 HRMS RUP4 – New Features • Spreadsheet Download option added to: • Postprocess Audit Summary & Error reports • Employee Compensation & Stock Option History reports • Run Back-out Compensation Workbench Life Events process for Single Employee • Optionally Suppress In Progress Compensation from Displaying in Employee History • Download Proposed Grade Range, Midpoint & Comparatio to Spreadsheet
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Release 12.1 HRMS RUP4 – Download more Reports
Download Employee Stock Option History Report
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Release 12.1 HRMS RUP4 – Download more Reports Downloaded Employee Stock Option History Report
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Release 12.1 HRMS RUP4 – Back out Single Employee
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Release 12.1 HRMS RUP4 – Suppress InProgress Compensation from Employee History
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Release 12.1 HRMS RUP4 – Suppress InProgress Compensation from Employee History
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Release 12.1 HRMS RUP4 – Suppress InProgress Compensation from Employee History
Note that the default behaviour is ‘yes’ (In-Progress Compensation rows are shown by default)
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Release 12.1 HRMS RUP4 – Suppress InProgress Compensation from Employee History
Set Profile to No in order to suppress “In Progress” Compensation from displaying
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Release 12.1 HRMS RUP4 – Suppress InProgress Compensation from Employee History
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Release 12.1 HRMS RUP4 – Suppress InProgress Compensation from Employee History
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Release 12.1.3: New Features • View Performance and Promotion History Popup in Worksheet • Control “Look Back” Period for Viewing Completed Employee Appraisals in Compensation Allocation Worksheet • Post Zero Salary Increases • Refresh Plan, Employee and Summary Data from Compensation Workbench Home Page • Ensure Employee’s New Salary is within Grade Range in Worksheet
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Release 12.1.3: View Performance & Promotion Popup A manager is working on salary increases for her employees, and wants to see whether one of them received a promotion last year plus their performance rating and ranking details
Manager is in the Compensation Allocation worksheet
One mouse click on the detail icon in Employee Name in the allocation worksheet
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Release 12.1.3: View Performance & Promotion Popup A manager is working on salary increases for her employees, and wants to see whether one of them received a promotion last year plus their performance rating and ranking details
Manager is in the Compensation Allocation worksheet
One mouse click on the detail icon in Employee Name in the allocation worksheet
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Release 12.1.3: View Performance & Promotion Popup A manager is working on salary increases for her employees, and wants to see whether one of them received a promotion last year plus their performance rating and ranking details
Manager is in the Compensation Allocation worksheet
One mouse click on the detail icon in Employee Name in the allocation worksheet
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Release 12.1.3: View Latest Completed Performance Appraisal • Optionally control “look back” period system uses to find employees’ latest completed appraisals • Via Extra Plan Information > ‘Show Appraisals Completed in Last N Days ’
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Release 12.1.3: View Latest Completed Performance Appraisal Manager is in the CWB allocations worksheet and wants to see the appraisal details behind an employee’s final rating
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Release 12.1.3: View Latest Completed Performance Appraisal Manager is in the CWB allocations worksheet and wants to see the appraisal details behind an employee’s final rating
One mouse click on detail icon in Appraisal Details column in the allocation worksheet
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Release 12.1.3: View Latest Completed Performance Appraisal Manager is in the CWB allocations worksheet and wants to see the appraisal details behind an employee’s final rating
One mouse click on detail icon in Appraisal Details column in the allocation worksheet
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Release 12.1.3: View Latest Completed Performance Appraisal Manager is in the CWB allocations worksheet and wants to see the appraisal details behind an employee’s final rating
One mouse click on detail icon in Appraisal Details column in the allocation worksheet
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Release 12.1.3: Post Zero Salary Increases • You can now optionally post zero ($0.00) salary increases from CWB to an employee’s element entries in HR • Salary Proposal in HR will show zero percent change in Salary History • Set ‘Post Zero Salary Increase’ to Yes in Plan Extra Information Note: Only available for salary-based plans
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Release 12.1.3: Refresh Data from Home Page • Compensation Workbench Refresh process can now be run directly from within Compensation Workbench • Available in the Batch Requests region of the Compensation Workbench home page • Review parameters and correct if necessary before submitting the process
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Release 12.1.3: Refresh Data from Home Page • Allows the administrator to run the Refresh process right from within CWB without having to log into the Professional UI • Results in plan, person or summary refreshes to be run very quickly and using the same responsibility, saving time and improving efficiency
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Release 12.1.3: Validate New Salary against Grade Range • New Salary can be automatically validated against employee’s grade range (i.e. grade min and max values) • Simple configuration step in Plan Administration for the current plan cycle • Select 'Error' (system errors if New Salary amount is outside of grade range) or 'Warning' (warning is given if New Salary amount is outside of grade range). Note: Warning allows the changes to be saved Values 'Error' and 'Warning' must be selected every plan cycle • Only available for salary-based plans
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Release 12.1.3: Validate New Salary against Grade Range • Automatic validation of the employee’s grade range helps enforce company compensation policies • Managers can correct compensation allocation errors before submitting for approval
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Recap of What’s New in Compensation Workbench for Release 12.1
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Recap of What’s New in Release 12.1 HRMS RUP6 • • • •
Released May 31st! (Patch 16000686) Email Employee Compensation Statements Email Total Compensation Statements Compensation Detail Report - Enhanced Performance • Back Out CWB Postprocess
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Recap of What’s New in Release 12.1 HRMS RUP4 • Available since June, 2011 (patch 10281212) • Spreadsheet Download option added to: • Postprocess Audit Summary & Error reports • Employee Compensation & Stock Option History reports • Run Back-out Compensation Workbench Life Events process for Single Employee • Optionally Suppress In Progress Compensation from Displaying Employee History • Download Proposed Grade Range, Midpoint & Comparatio to Spreadsheet 11 2
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Recap of What’s New in Release 12.1.3 • Available since July 2010 • View Performance and Promotion History Popup in Worksheet • Control “Look Back” Period for Viewing Completed Employee Appraisals in Compensation Allocation Worksheet • Post Zero Salary Increases • Refresh Plan, Employee and Summary Data from Compensation Workbench Home Page • Ensure Employee’s New Salary is within Grade Range in Worksheet 11 3
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Recap of What’s New in Release 12.1.2 • Available since Dec 2009 • View Compensation [Salary] Survey Details in CWB allocation worksheet • Spreadsheet Download/Upload Enhancements: • Customize Download Prompts per Group Plan • Download/Upload Promotions-related data • Download/Upload custom columns 11 4
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Recap of What’s New in Release 12.1.1 • Available since May 2009 • Enable Award Effective Date (anniversary based awards) • View Performance Appraisal Details from CWB allocation worksheet • Mass Print Capability in Total Compensation Statement • Worksheet Manager Added to Switch to Manager Search • Explicitly Approve Employee’s First Salary Proposal
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What’s Next for Compensation Workbench & Total Compensation Statement?
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What’s Next for Compensation Workbench? • Online Patching “Zero Downtime” (available across all of EBS HRMS) • Add digital signature to CWB Employee Statements and Total Compensation Statements • Add Notes to CWB Allocation Worksheet Download
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Q&A
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Additional Resources
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Additional Resources Release 12.1 Information on My Oracle Support: • Doc ID 803214.1 - Now Available: Oracle E-Business Suite Release 12.1 • Doc ID 561580.1 - Oracle E-Business Suite Release 12.1: Release Content Documents • Doc ID 807319.1 - Oracle E-Business Suite Release 12.1: Transfer of Information Online Training • Doc ID 124100.1 – Compensation and Benefits Patch List 12 0
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Additional Resources Also Available on My Oracle Support: • Doc ID 1284271.1 HCM Advanced Benefits Information Center • Doc ID 252099.1 – Open Enrollment Processing and Plan Design Maintenance • Doc ID 218059.1 – Oracle FastFormula (FF) reference Guide for Standard (OSB) and Advanced Benefits (OAB) AKA ‘ The FastFormula Cookbook’
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Additional Resources Also Available on My Oracle Support: • Doc ID 303198.1 - Compensation Workbench Family Pack J Enhancements and clarifications • Doc ID 289992.1 – CWB FAQ • Doc ID 376680.1 – Total Compensation Statement Sample Setup and Administration • Doc ID 392567.1 - SalAdminPG: Questions/Answers About the New Salary Administration Form 12 2
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