Use the Plans window to define a Compensation Workbench plan.
Note: You can also use the Plans window to define employee benefits plans. Compensation plans use only a subset of the features available on the Plans window.
Enter the plan Name.
Note: By using a generic plan name (one that does not include a particular year period), you can reuse the plan over multiple award periods.
Select a Status of Active.
Change the status to Inactive to make the plan unavailable in Compensation Workbench.
Select the Plan Type you created for this plan.
In the Plan Usage field, select May not be in Program.
To allow your compensation administrator to personalize the column prompts for this plan when using the spreadsheet download utility, or to display Salary Survey data in the worksheet for this plan, click the Extra Information button. Select the CWB Group Plan Defaults type, and click the Details field.
Note: Ensure you use the Extra Plan Information Type only for the Group Plan. CWB does not use any information you enter for this Extra Plan Information Type at the local plan level.
In the Extra Plan Information Type window, select Yes to enable Custom Download. If you enable Custom Download, you can personalize the CWB Compensation Allocations worksheet download column prompts for each group plan. If you set this to No, Compensation administrators can still customize prompts and those prompts will be applicable to all group plans with the flag set to No.
In the Extra Plan Information Type window, select the name of the Compensation Survey to use to display data for comparison on the worksheet.
Note: CWB only uses Salary Survey data. You must have mapped the Salary Survey detail lines to the employee's job to view the survey details in CWB. The CWB participation process reviews the active survey line (based on the start and end dates) and only selects the current/valid survey lines for loading into CWB, based on the effective date of the process.
See: Entering Compensation Surveys for more information on how to enter data into Compensation Survey.
See: Mapping Surveys for information on how to map Compensation Survey lines.
In the Extra Plan Information Type window for the information type CWB Group Plan Defaults, select Yes or No to Post Zero Salary Increase to enable recording of a zero change amount in salary proposals of employees who did not receive any salary increase.
In the Extra Plan Information window for the information type CWB Group Plan Defaults, enter a value in the Show Appraisals Completed in Last N Days field, as applicable. This allows the administrator to control the period of time used by CWB to look back to show completed appraisals from within the allocation worksheet. For example, if it is set to thirty days, then managers will only be able to view appraisals completed by their employees in the last 30 days (based on the effective date of the Participation Process). Any employee appraisals with a completed date earlier than that thirty day period will not be visible from within the allocation worksheet.
Choose the Eligibility Rates tab.
Select the Track Ineligible Person check box to track ineligibility without having to rerun the Participation Process: Compensation Workbench to determine eligibility or rates.
Select the Participation Eligibility Override Allowed check box to enable managers to override eligibility requirements for the plan.
Select the Restrictions tab.
By default, the Global Plan Name is the plan name you defined, and the Global Plan check box is selected. To link a different global plan to the plan you are defining, deselect the Global Plan check box, and select a different Global Plan Name.
Choose the Not in Program tab.
Enter the Sequence number of this plan if you want compensation plans to display in a particular order in Self-Service.
Select the Currency of your plan.
You must create a separate plan for each plan with a unique currency.
Leave the Enrollment Rate/Frequency field blank.
Select an Activity Reference Period that matches your most common pay basis.
This determines the period for which the base salary is displayed, and the amount in which salary increases are entered.
Note: If you select Hourly as the Activity Reference Period, ensure you have defined a value for the BEN:BEN HOURLY ANNUALIZATION FACTOR user profile option. This defaults to 2080, meaning that there are assumed to be 2080 hours in a year (8 hours * 5 days * 52 weeks).
Choose the Details button to open the Maintain Plan Related Details window.
Choose the Plan Periods tab.
Attach the plan years you defined to the plan.
Select the Compensation Workbench tab, and enter a sequence number for the first Task Type to add. You can attach any combination of the same or different tasks.
Note: If you do not attach any tasks, then Self-Service defaults to show the Compensation Worksheet Group. Existing Compensation Plans do not require modification.
Select a Task Type from the list, enter a Self Service Task Name, and select the Site Level Access. The task name you specify appears on the Self-Service interface, and the access level you select determines the level of access managers have to the task.
Close the Maintain Plan Related Details window.
Choose the Plan Eligibility button if you want to link a participant eligibility profile to the plan.
Choose the Eligibility button.
Attach any applicable participant eligibility profiles that you created.
Close both the Eligibility window and the Maintain Plan Eligibility window.
Choose the Options button if you itemize this compensation plan.
Enter the sequence number of the first component.
Select the component in the Option field.
Select a Status of Active.
Check the Hidden check box if you want to hide this component from a manager's budget and worksheet.
Choose the Eligibility tab.
Attach any applicable participant eligibility profiles that you created.
Check the Track Ineligible Person field to enable eligibility overrides without having to rerun the Participation Process: Compensation Workbench.
Save your work.