You can configure the worksheet and the budget sheet to determine which columns to display and how the column headings read. You can configure these sheets and other pages in Compensation Workbench to also hide or display links to other features such as reassigning employees, and Switch Manager.
The worksheet displays a variety of information about an employee that helps managers determine allocations. For example, you can display rank, rating, number of years employed, and historical compensation information for the employee.
You configure the worksheet using Personalization and select the columns that managers can view and update. You can make the following columns available for update:
Assignment Change Reason (the reason that a promotion or job change has occurred) - You can restrict the change reasons available on the worksheet by creating codes containing "CWB" in the EMP_ASSIGN_REASON lookup type. Otherwise, all codes are available on the worksheet.
Proposed Job
Proposed Position
Proposed Grade
You can make the following columns available for managers to view while promoting or changing assignment information:
Employee Name - when you access this column from the Allocation worksheet, the Performance, or Job/Assignment changes tasks, you can also view the employee's Performance and Promotion History details via a Popup. This popup displays historical and current performance and promotion-related data for the employee via two tabs - Ranking and Performance and Job.
Employee Full Name
Job
Position
Grade
You can make the following column available for managers to view and update the effective (start) date of an award for an employee in the allocation worksheet.
Award Effective Date
You must first personalize the worksheet using Plan Personalization.
You can also rename column headings to suit your enterprise requirements.
See: Personalize By Plan
You can define rates to display amounts that appear as columns on the worksheet or budget sheet. Rates can be:
Fixed
Enterable
Calculated as a multiple of compensation using a derived factor
For enterable rates you can display default values and specify minimum and maximum values so that Compensation Workbench displays an error if managers enter a value outside the range. You can include the minimum and maximum amounts as columns on the worksheet using Personalization.
The activity type you select when you define a standard rate determines how Compensation Workbench uses the rate. For example, you can display columns for the award amount, budget amount, eligible salary, stated salary, vacation hours, performance ratings, length of service, and so on.
See: Standard Rates for Compensation Workbench.
Rounding Codes
For each rate you can specify a rounding code, which applies to the amount, and not the percentage, of the award. For example, if you specify a rounding code for a salary award that is defined as a percentage of eligible salary, the application calculates the award using the percentage the manager enters, applies the rounding code, and then adjusts the percentage and new salary using the rounded amount. If you do not define a rounding code for a rate, the application uses the rounding rules defined for the plan currency, which you enter using a General Ledger responsibility.
Note: The Currency Precision field on the Plan Administration page defines the number of decimal places the application displays for salary amounts it converts from pay frequency to plan frequency.
You can set up the Additional CWB Person Information flexfield to add up to 30 columns to the worksheet for managers to enter values. There are certain limitations to using flexfields:
You cannot download Compensation Workbench flexfields to a spreadsheet.
You can use only Compensation Workbench flexfields 1-6 as grouping criteria on the Allocation Matrix, Summary by Directs report, and the Stock Option History report.
You cannot assign a default value for flexfields.
You must not use multiple contexts when defining flexfield. Use only the Global context for the flexfield definition and disable all others. Hide the context and do not make any mandatory.
You store flexfield values in the BEN_CWB_PERSON_INFO table.
See: Configuring Descriptive Flexfields Within Compensation Workbench
You can use PL/SQL to create custom columns that you add to the worksheet using Personalization. These columns are read-only, and you can use them to group data or for reporting.
Some of the restrictions of custom columns are:
You can retrieve values only using a batch process (Participation Process: Compensation Workbench or the Compensation Workbench Refresh Process.
The values in custom columns are fixed and display only in Compensation Workbench. Line Managers cannot enter or update the values in these custom columns. To enable managers to enter or update values, use the Descriptive Flexfields in Compensation Workbench. You can change custom column values using the Employee Administration page.
There are ten alphanumeric custom columns (Custom1-10) and ten numeric columns (Custom 11-20).
Numeric columns are not formatted or subject to currency conversion when they display in Compensation Workbench. You can use Miscellaneous Rates for currency conversions.
You cannot display numeric custom columns on the Budget Page. You can use Miscellaneous Rates to do this.
You cannot use the same custom column for different items across plans because not all tables allow Personalization By Plan.
You store custom column values in BEN_CWB_PERSON_INFO table.
See: Configuring Custom Columns Within Compensation Workbench
You can add up to ten numeric and ten non-numeric columns that:
Either display values calculated from other columns
Or display fixed values depending on conditions you define with respect to the values in other columns.
For example, you could define a numerical column to show the percentage change from last year's bonus, or you could define a Yes/No column to show whether this year's bonus is greater than last year's. You do not have to display the columns on which you base the calculations or conditions (last year's bonus, in the example).
See: Configuring Dynamic Columns Within Compensation Workbench
By choosing which links you display on each page, you can control which features you make available to managers. You can choose to enable:
Reassignment, so managers can transfer employees between worksheets
Upload/Download to Spreadsheet, so managers can manipulate budget figures and allocations in a spreadsheet
Switch Manager, so managers can operate as other managers within their security profile
Audit History
Flexible Summary
Allocation Wizard
Validation of Jobs, Grades, and Positions in Compensation Workbench
Configure targets
Employee Reassignment
Employee Reassignment enables managers to award compensation to employees who do not report to them, but who have performed some task for them that warrants compensation. The employee reassignment is valid for the selected compensation plan and enrollment period, and does not affect the current supervisor relationship.
You can require that reassignments gain approval. There are three delivered approvals, which use Workflow and AME:
Approval 1: Party 1 - The manager whose worksheet is losing the employee must approve the reassignment.
Approval 2: Party 2 - The manager whose worksheet is gaining the employee must approve the reassignment.
Approval 3: Party 3 -- No approver is necessary
Both managers receive notifications if the request is approved or approval is not required. Only the requester (who may be a third party) receives notification if the request is rejected.
You can configure the home page in the following ways:
In the Plans window, select which tasks appear in the Task list. If you select the Employee Statements task, you must perform some additional setup.
See: Configuring Employee Statements For Use by Managers Within Compensation Workbench
Using Personalization, add a status column to the Task list, and choose whether to display status using an icon (the default) or text.
Using the user profile option BEN: CWB Home Plans Displayed, you can limit the number of plans displayed on the home page
Using Personalization, select which links to display to give access to additional features such as Switch Manager, and reports.
If you are a global enterprise and you store employee names in a corporate standard format to avoid problems with displaying names using different character sets, you can display the corporate standard name in Compensation Workbench. You must add code to the custom column hook and set the system profile HR: Display Person Name at the site level to Custom Name.
For details about the package you need to configure, see: Global Employee Names in Compensation Workbench Family Pack J Enhancements and Clarifications, My Oracle Support Note ID: 303198.1
You can configure whether Compensation Workbench validates a proposed grade, job, or position based on the job or position an employee currently holds. This ensures that managers propose new jobs, grades, and positions for employees for which the employees are eligible. You can configure the worksheet to do the following.
Display only valid grades - when a line manager proposes a new grade for an employee, the application displays only those grades for which the employee is eligible.
Default the proposed grade based on proposed job or position
Disallow a manager from proposing a new position if a proposed job exists for jobs and positions that are directly correlated
Enable managers to select only from currently active and valid proposed jobs, grades, and positions based on the job, grade, position combination. The application displays these jobs, grades, and positions as a List of Values
Make the proposed job, grade, and positions columns read-only if managers cannot change them. Alternatively, hide the job, grade, and position from the list of values
To validate grades, jobs, and positions in Compensation Workbench, you must set the following profile options:
BEN: CWB Valid Grade Filtering - set this profile option to Yes to indicate that the application must display valid grades for a proposed job/position within the business group.
BEN: CWB Validate Performance/Assignment Changes Online - set this profile option to Yes to validate assignment changes online.
Worksheets display company target amounts. Managers can select the displayed minimum, maximum, or target values to populate the worksheet amount column with the amount selected.
When you select company targets from the list, it refreshes the page to display a table for the employees you select, and the amount and percent of their target minimum, actual target, and maximum. The worksheet also displays the worksheet amount and percentage of eligible salary column that you can modify. The target percentage columns display only if you define a Standard Rate for eligible salary and the corresponding target amount.
The application uses the following icons to indicate the target status for the worksheet amount:
Circle - On target
Green arrow pointing upwards - Above target
Green arrow pointing downwards - Below target
Red arrow pointing upwards - Above target maximum
Red arrow pointing downwards - Below target minimum
Use the quick fill feature to select individual values and display them in the worksheet amount column. You can also do a mass selection for all eligible employees using links. These links are only visible for the respective target minimum, target, or target maximum you define for the plan. The mass selection feature only applies target amounts to employees filtered and displayed in the target view.