As you set up Compensation Workbench, you can choose which managers can use the tool, which plans they have access to, and which tasks are available to them for each plan.
For a manager to use Compensation Workbench, they must have:
Access to a Manager Self-Service responsibility
Employees reporting to them who are eligible for an active plan with a current availability period.
You define the employees reporting to them for each plan by selecting a hierarchy type for that plan.
Hierarchy Types
The hierarchy determines:
The employees and subordinate managers that managers see on their worksheets
The managers to whom they can roll down a budget
The approval chain when managers submit their worksheets: high level managers approve the worksheets of direct reporting managers. The high level manager's worksheet is a consolidation of the entries of lower level managers.
You select the hierarchy type for a plan on the Miscellaneous tab of the Plan Enrollment Requirements window. You can choose from the following types:
Position hierarchy
Supervisor hierarchy
Hierarchy defined by a FastFormula of type Manager Hierarchy
AME Transaction
Using FastFormula: During processing, the application returns the PERSON_ID of the worksheet manager for each employee. You must ensure that the formula builds a hierarchy that has no breaks, no one managing themselves, and no recursive relationships (where A reports to B, and B reports to A).
For a formula example see: Oracle FastFormula Reference Guide for Standard and Advanced Benefits My Oracle Support Note ID 218059.1
Using AME: During processing, the application tests each employee against your AME definition and uses the Next Approver as the worksheet manager for the employee. When you create your AME definition, ensure there is only one Next Approver.
See: Approvals Overview
Allocating Awards Centrally
If you don't want line managers to have access to Compensation Workbench at all, you can define a hierarchy rule (using FastFormula) or AME transaction to create a hierarchy where all employees report to HR managers. Another approach is to use a hierarchy that involves line managers, but also define security profiles for HR managers that control which employees' records they can see. HR managers can then use the Switch Manager feature to perform allocations and other tasks for the managers within their security profile.