To configure employee statements:You can configure and use Employee Statements to communicate with employees. Use this to inform employees about promotions, raises and any other information. Compensation Workbench uses Document Management and XML publisher to create an Adobe Portable Document Format (PDF) file of these employee statements, which you can generate and print.
To configure employee statements:Create an Employee Statement template in Microsoft Word or WordPad.
Format the statement including any text and data tags based on your requirements. Data tags are placeholders for employee specific data that the application merges into the individual statement for each employee. You can use any text for the tag name. Ensure you format the tag <?tagname?> , for example, <?NEW_SAL?>
To display your company logo, paste a .jpg file in the template.
To display text conditionally, use the <?if: and <?endif?> tags. The application displays any data you enter between these tags if the condition is met.
See: My Oracle Support Note ID 311702.1 for more information on available tags.
Save the template as a .rtf file.
Log into Oracle HRMS using a Super HRMS Manager responsibility that has the Document Management menu item associated with it.
Navigate to the Document Management page.
Click Create Group to create a group to contain the document you created.
In the Define Group page, enter a Group Name and a Short Name.
Click Apply.
In the Map Documents to Group page, click Create Document.
In the Define Document page, enter a Document Name.
Select Compensation Workbench as the Document Category.
Enter a Short Name for the document.
Select an effective date for the document.
Select Upload a new file, and browse to select the .rtf template you created.
Click Continue.
In the Define Document: Attribute Mapping page, map all the tags you defined to the appropriate data attribute.
Click Finish.
In the Map Documents to Group page, search for, select your document and click Go.
In the Define Document Properties page, click Finish.
Navigate to the Plans window.
Query the plan for which you created the statement template, and click Details.
Select the Compensation Workbench tab.
Add Employee Statement as a new Task Type.
Use the HR Professional responsibility and navigate to the Compensation Workbench Home page.
Click Plan Administration.
Select the plan for which you created the employee statement and click Continue.
In the Plan Hierarchy page, click the Details icon for the group plan.
Select the group that you defined for your template from the Employee Statement Template list.
Click Apply Updates.
Run the Participation Process: Compensation Workbench. Line managers will see a new task Employee Statement for the group plan to which you added the employee statement. They can select one or more employees and click Generate Statements. They can click Open to view the employee statement, and print or email it.
To configure email preferences:Navigate to the Email Setup region in the Compensation Workbench Preferences page. You use this region to specify the mandatory parameters for emailing CWB statements to employees.
Enter the SMTP Host Name, e.g. mydomain.us.oracle.com.
Enter the Port Number. By default this is set to 25.
Enter the From Address (the email address used to send the statement emails) .
Enter the Reply To Address, if required.
Click Apply.
To configure email statement preferences:Select an Employee Statement Template from the General Information region in the Plan Administration page.
In the Email Statement Preferences region that displays, enter the following details:
Subject - enter a subject for the statement email.
Password Protection - select Yes or No to indicate if the employee statement should be password protected. By default, this is set to No. If you select Yes, then the PDF attachment is protected via a default password, which is the Date of Birth of the employee in the format YYYYMMDD.
CC To Manager - select Yes or No to indicate if the employee statement should be copied to the employee's manager. By default, this is set to No.
Enter the email message body content. You can enter this content using a rich text editor and also view the html source, if you prefer.
Sample Email address - enter a sample email address. This is the email address to which the sample statements are sent if you select this option.
Click Apply Updates.
To email or print employee statements:From the Compensation Workbench Home page, click the Go to Task for the Employee Statements task for the plan you want to email or print the employee statements.
On the Employee Selection page that displays, select one of the following radio buttons:
Email Employee Statements to email the statement to employees. You can select the document template to use for creating the statement PDF document, as well as the employees to whom you wish to email the statement. You can select only those employees with a status of Processed. The Email Status column in the Employee Selection page enables you to view those employees to whom you have already emailed the statement, thus ensuring you do not send a duplicate email.
Email Sample Employee Statements to email sample employee statements. You can use this to test the statements before emailing them to employees. When you select this option, the application emails the statements to the Sample Email address you defined in the Plan Administration page under Email Statement Preferences.
Print Employee Statements to print employee statements. This is the default selection.
Click Submit. Selecting either the Email Employee Statements or the Email Sample Employee Statements option, submits the Email CWB Employee Statements concurrent process for the selected employees and template, and emails the compensation statements based on your preferences.
