You run the Participation Process: Compensation Workbench before the availability period of a compensation plan. The process determines eligibility, calculates rates, and assigns the compensation life event to each eligible person.

If you auto-issue budgets, then the process updates the allocation worksheet with a predefined budget amount for all managers.

If you do not auto-issue budgets, you use roll-down budgeting to publish the initial budget with the highest-level manager, or with multiple lower managers. The highest level manager can then use Compensation Workbench to issue budgets to lower level managers. You include the budgeting task in the plan design if you do not auto-issue budgets. You can define budgets as monetary amounts or as a percentage of eligible salary in the Plan Enrollment Requirements window. You can also define the budget in non-monetary units such as Shares or Stock Options.

Publish the budget for a plan so that managers can access the budget task.

You run this process from the Submit Requests window.

   To run the Participation Process: Compensation Workbench:

1. Select Participation Process: Compensation Workbench in the Name field.

2. Enter the Parameters field to open the Parameters window.

3. Set the effective date of the process to a date on or after the assigned life event date.

4. Select Commit - Database will be updated or Rollback - Database will not be updated in the Validate field.

   Select Rollback to check your results before committing them to the database. It is easier to correct errors before you commit results.

5. Select the compensation plan in the Group Plan Name field.

6. Select a year Period.

7. Select a Person Selection Rule to run the process for persons who match the criteria of your rule.

8. Select a Benefits Group to limit the search to a benefits group.

9. Select Yes in the Audit Log to create a file that lists the eligibility results for each person evaluated by the process.

   Note: If the Participation Process: Compensation Workbench detects a recursive hierarchy exists, then it continues to processes the organization and creates an error log that displays the Person IDs in the order Employee A, Employee B, Employee C, Employee A in the format ~A~B~C~A to identify the location of the error. You fix the error using Employee Reassignment.

   If you select Yes, you should periodically run the Participation Audit Activity Purge process to purge the audit log tables.

10. Click OK, and click Submit to complete the batch process request.