To run the Compensation Workbench Refresh Process:Use the Compensation Workbench Refresh Process to refresh employee or plan design data in Compensation Workbench. Administrators can also run this process to recalculate summary data and to consolidate summary totals into a single row. You run the Compensation Workbench Refresh Process from the Submit Requests window to refresh employee or plan details. You can also run these processes from the Compensation Workbench Administration Home Page as follows:
Use the Employee Administration page to refresh employee details for a selected employee
Use the Plan Administration page to refresh plan design details for a selected plan
As a batch process from the Compensation Workbench Home page to refresh plan, summary, exchange rate, employee HR data or award effective dates within Compensation Workbench.
To run the Compensation Workbench Refresh Process:Select Compensation Workbench Refresh Process in the Name field.
Enter the Parameters field to open the Parameters window.
Select the Group Plan to refresh data for the plan.
Select the Period to refresh data for that period.
Enter the effective date of the process. If you do not set an effective date, then the process uses the Freeze Date you specified in the Plan Enrollment Requirements window.
Select Yes in the Refresh Summary list to run this process to recalculate summary data. The summary data that is stored in BEN_CWB_SUMMARY table is the same data that appears at the top of the budget sheet and worksheet pages. If summary data is out of synch due to manual changes in the database, then you can run this process to correct the data. By default, this is set to No.
Select Yes in the Refresh Person Info list to refresh Compensation Workbench BEN_CWB_PERSON_INFO table with the latest Base Salary or Current Job information details. By default, this is set to No.
Select Yes in the Refresh Plan Design list to refresh plan design data in the BEN_CWB_PL_DSGN table. By default, this is set to No.
Note: If you want to make plan design changes after running the Participation Process: Compensation Workbench, then you should use the Plan Administration pages and make the updates manually.
Select Yes in the Consolidate Summary list to consolidates all summary totals into a single row. A single summary amount may consist of multiple records due to simultaneous updates in the system. You do not need to run this process in conjunction with the recalculation process, as both processes consolidate automatically.
Select Yes in the Initialize Rankings list to delete current ranking records in CWB.
Select Yes in the Refresh Exchange Rates list to refresh the exchange rates for the plan.
Select Yes in the Refresh Worksheet Award Effective Date list to refresh employee award effective dates in the allocation worksheet.
Note: If the Rate Start Date is set to Enterable in Plan Enrollment Requirements, then setting this to Yes will reset all Award Effective Dates to null in the allocation worksheet.
Click OK in the Parameters window.
Click Submit in the Submit Request window.
The Compensation Workbench Refresh process only overwrites previously stored person and assignment data from Oracle HRMS into Compensation Workbench. The process does not:
Retain changes that you made using the Plan or Employee Administration pages
Reevaluate eligibility
Change the number of people processed by the Participation Process: Compensation Workbench