When you use the HR Professional or Manager responsibility to log into CWB or ICD, you can view the compensation and ranking information for employees on a single page.
If an employee has only one open assignment, you can view details for that assignment. However, if the employee has multiple open assignments, select the assignment from the list to view history details for the selected assignment. If you do not select an assignment, the system displays the details of the primary assignment.
The views that you see may differ because the system displays some information (but not all) by default. You can personalize other information to display.
You can view compensation history for employees based on:
Salary: In this sub-tab, you can view details of all compensations that belong to either the Salary Proposal in the Salary page or the CWB Worksheet Amount Standard Rate. The system displays each change in salary in a single row. If there is a change in the components of the salary, you can view the sum total of each component. The amounts are based on the employee's pay basis.
The following table describes some important details you can view as part of the Salary sub-tab:
| Label | Displayed Detail for Status - In Progress | Displayed Detail for Status - Process/Approved |
|---|---|---|
| Date | In Progress | Effective date of salary change |
| Change Amount | Change Amount (in pay basis) | Change Amount (in pay basis) |
| Change Percent | Change amount as a % of starting salary | |
| New Salary | Starting salary plus change amount | |
| Frequency | Pay Basis | Pay Basis |
| Currency | Plan currency | Element input value currency code |
Bonus Sub-tab: In this sub-tab, you can view compensation details for plans with a plan type Compensation Category of Comp - Bonus. The system displays each bonus in a single row. If you itemize a bonus, you can view all components of the bonus.
The following table describes some important details in the Bonus sub-tab:
| Label | Displayed Detail for Status - In Progress | Displayed Detail for Status - Processed |
|---|---|---|
| Date | In Progress | Non-recurring - effective end date of element Recurring - effective start date of element - effective end date, or Ongoing |
| Description | Element reporting name or element name | Element reporting name or element name |
| Frequency | Activity Reference Period of plan | Per Pay Period |
| Currency | Element input value currency code | Element input value currency code |
Stock Option Sub-tab: This sub-tab displays compensation details for plans with a plan type Compensation Category of Comp - Stock. Based on how you configure the application, a manager can view either the Basic Stock Option History or the Extended Stock Option History.
Note: When you configure the application to show Extended Stock Option History, the data that is displayed is from an outside party, it is not tied to a Comp - Stock category plan.
In the Basic Stock Option view, you can view details such as the date, description, number of shares, grant price enrollment rate amount , grant value, and currency.
In the Extended Stock Option view, you can view details such as grant name, number, type, shares, and price; value at grant; current outstanding shares; market value; gain; vested market value; exercisable shares, market value, gain; exercised gain; cancelled shares; reason code; and class. You can also view details based on the estimated market price per stock that you enter.
Compensation by Year Sub-tab: This sub-tab displays details - organized by the year - about salary changes, bonuses, stock options, and other monetary forms of compensation.
Note: This sub-tab does not include details of in progress transactions, recurring entries or non-monetary forms of compensation.
Ranking Sub-tab: This sub-tab displays only when you log in using the manager responsibility. It displays ranking details by managers within your security group. Rankings are correlated with salary, bonus, and stock option plans, and CWB plans that belong to the category Comp - Other.
Performance Sub-tab: This sub-tab displays only when you log in using the manager responsibility. It displays the rating type, the rating, and the date of the rating for the selected employee. Performance ratings may be related to salary, bonus or stock option plans, and plans that belong to the category Comp - Other.
Job Change Sub-tab: This sub-tab displays details of job changes for the selected employee. You can view the date of the change, the job, the grade, the people group, and the change reason.
Other Sub-tab: In this sub-tab, you can view all monetary and non-monetary awards that do not belong to the Salary, Bonus, and Stock Options sub-tabs. This sub-tab displays compensation details for plans with a plan type Compensation Category of either of the following - Comp - Allowance; Comp - Gift/Service Award; Comp - Other; or Comp - Company Car.
The following table describes important details you can view in the Others sub-tab:
| Label | Displayed Detail |
|---|---|
| Date | Non-recurring - effective end date of element Recurring - effective start date of element - effective end date, or Ongoing |
| Description | Element name |
| Amount | Distribution amount |
| Frequency | Non-recurring - Once Recurring - Plan's activity reference period |
| Units | Monetary - Element input value currency code Non-monetary - Non-monetary UOM of associated rate |
When you use the employee responsibility to log into ICD, you can view all the details that you can view when you log in using the manager responsibility with the following exceptions:
Ranking sub-tab
Performance sub-tab
In-progress transactions