Use the Plan Enrollment Requirements window to define the scheduled availability period for a Compensation Workbench plan and to establish certain budget and worksheet properties.
Note: You can also use the Plan Enrollment Requirements window to define electability requirements for employee benefits plans. Compensation Workbench plans use only a subset of the features available on this window.
Use the Plan Enrollment Requirements window to setup the Performance Appraisal value in the CWB Worksheet.
Query the plan for which you are defining enrollment requirements in the Plan field.
With the General tab and the Plan tab selected, select the Enrollment region.
Select Explicit as the enrollment Method.
Select Current, Can Keep or Choose; New, Can Choose as the Enrollment Code.
Select the Coverage region.
Note: By setting coverage and activity rate start and end dates at the plan level you will not have to update these codes for each availability period.
In most instances, select Elections as the Enrollment Coverage Start Date.
This starts the employee's coverage as of the effective date of the Compensation Workbench Post Process.
Required: select 1 Prior or Event as the Enrollment Coverage End Date.
This ends the employee's coverage one day prior to the start of any subsequent coverage.
Select the Rates region.
In most instances, select Elections as the Rate Start Date.
This starts the employee's rate--and element entry--as of the effective date of the Compensation Workbench Post Process.
Required: select 1 Prior or Event as the Rate End Date.
Choose the Timing tab and then the Scheduled tab.
Select Compensation as the Enrollment Type.
You can only select this Enrollment Type if the option type of the plan type you attached to this plan is Compensation Workbench. Additionally, choose this plan type to setup values and performance ratings to view performance appraisals.
In the Enrollment or Availability Period Start and End fields, enter the date range for which Compensation Workbench is available in Self-Service for this plan.
Availability periods for the same plan cannot overlap.
Note: Once you run the Participation Process: Compensation Workbench, you cannot change the availability period unless you back out the life event. Subsequent runs of the process must be after the previous life event has been closed for all individuals and the previous availability period has ended.
Enter the effective date of the compensation life event in the Assigned Life Event Date field.
The assigned life event date sets the date on which the Participation Process: Compensation Workbench evaluates your plan design to determine eligibility, activity rates, and each employee's worksheet manager.
Select a previously defined compensation life event reason for this plan in the Life Event field.
Note: You can only have one life event per plan.
In the No further processing is allowed after field, enter the last date on which you can make changes in the professional user interface to this compensation plan.
Enter a Close Enrollment Date to use code that determines the date when the life event status is changed from started to processed:
Processing End Date (Closed by the Close Compensation Enrollments Process on the No further processing date)
When Elections Are Made (Recommended--Closed by the Compensation Workbench Post Process on the effective date of the process)
When Enrollment Period Ends (Closed by the Close Compensation Enrollments Process as of the Availability Period end date)
Select the Year Period of this plan.
Select a Within Year Period if this plan uses a period of less than a year to determine available compensation.
Budget Characteristics
Note: Because Budgets are not used for Promotion and Performance Plans, you must leave the budget tabbed region blank. For promotion and performance plans, skip to step 25.
Select the Budget region.
Select the Uses Budget check box to enable higher level managers to issue budgets to lower level managers.
You must select this field to enable the use of budgets at any level in the application.
Optionally, select the Automatically Allocate Defined Budgets check box to update the allocation worksheet for all managers with a predefined budget amount after you run the Compensation Pre-Process.
Select whether to store budgets as percents or amounts in the Preserve Budget Column field.
If you select percent (recommended), then the application automatically recalculates a manager's distribution budget and worksheet budget if an employee becomes eligible or ineligible or is reassigned from one manager's worksheet to another's.
Worksheet and Budget Sheet Characteristics
Select the Miscellaneous region.
Enter the date range for which a manager can access and update worksheets in the Self Service Update Period block.
You can change the date range for the worksheet at any time without having to re-run Participation Process: Compensation Workbench for the change to take effect.
Select the Default Access to Tasks:
Full Access
Hidden
No Access
Read Only
Note: You can override the default worksheet access for lower level managers within your hierarchy using the Plan Administration page.
Select the Freeze Date (Omit for Most Recent Data) to freeze and display person data as of this date. When you run the Compensation Workbench Refresh process, it displays data as of this date, if you do not specify an effective date when running the process, even if a person's data changes.
Enter an Assignment Changes Become Effective date to display assignment data as of this date.
Note: To share performance ratings and assignment changes (job, position, grade, and group) across group plans, provide the same value for the New Ratings Become Effective field (to share performance ratings) and the Assignment Changes Become Effective field (to share proposed job, proposed position, proposed grade, or proposed group) for all plans between which data should be shared. Ranking values are automatically shared across plans.
Select a Salary Change Reason from the list to define a common salary change reason that the application uses in the Salary Proposal Page when you run the Compensation Workbench Post Process.
Hierarchy and Performance Ratings
Select the Hierarchy region.
Select the Hierarchy Type to determine how you administer this plan.
You can choose from:
AME Transaction
If you select this hierarchy type, then application tests each employee against your AME definition and uses the Next Approver as the worksheet manager for the employee. When you create your AME definition, ensure there is only one Next Approver.
Position Hierarchy
If you select this hierarchy type, then the application checks for a manager's supervisor if it cannot find a position in the hierarchy above the manager's current level. This supervisor can be in a different business group.
If you use position hierarchies--and you want an employee to report to a supervisor in a different business group for budget purposes--create a placeholder position above that employee in the hierarchy and do not assign a person to the position.
Rule
If you select this hierarchy type, then application returns the PERSON_ID of the worksheet manager for each employee. You must ensure that the formula builds a hierarchy that has no breaks, no one managing themselves, and no recursive relationships (where A reports to B, and B reports to A).
Note: If you define a formula with a recursive relationship, then the Participation Process: Compensation Workbench processes the rest of the organization unaffected by the recursive hierarchy and creates an error log that displays the employees within the recursive hierarchy so you can fix it.
Supervisor Hierarchy
If you select this hierarchy type, then you must select an approval mode. You can choose from:
Submission at any time
Submission only after approved
Select the Performance region.
If you maintain employee performance ratings in Oracle HRMS, and you want to display those rating in Compensation Workbench, select the Performance Rating Type to use for this plan.
You can only display one performance rating type at a time for a compensation plan in Compensation Workbench.
Enter the date in the New Ratings Become Effective field.
Save your work.