You must first design your plans and how you want the self-service pages to look, then you can begin to set them up. There are four main types of decision you must make, summarized in the table below and explored in more detail in subsequent topics.
| Decision Area | Questions to Ask Yourself | Setup Tools | Additional Information |
|---|---|---|---|
| Compensation Plan Design | Which awards do you handle together within the same compensation cycle? Which awards do you allocate from the same budget? Do you want to promote, change jobs, and give ratings at same time as allocating awards, or separately? | Plans, Plan Enrollment Requirements, and Standard Rates windows. Plan Administration page | See: Compensation Plan Design See: Promotion and Rating in Compensation Workbench |
| Controlling Access, Eligibility, and Award Amounts | Do you make all allocations centrally or delegate to line managers? Do you allocate each manager a budget centrally or give high-level managers a budget and let them decide how to roll it down? Do you control who can receive awards with eligibility criteria? Do you let managers override the criteria? What management hierarchy do you use for allocations, roll-down budgeting and approvals? Do you want to restrict which managers have access to plans? Which items do you give managers access to on their task list and what level of access do you give them? Do you want to restrict administrators' access to individual plans? Do you want to grant Compensation Awards on employee specific effective dates? | Plans, Plan Enrollment Requirements, and Standard Rates windows. Plan Administration Page AME or FastFormula to define the rules for passing budgets down and approvals up the management hierarchy (unless you use standard supervisor or position hierarchies) Compensation Workbench Preferences page, Add Administrator Responsibilities Page, Compensation Workbench Plan and Responsibility Mapping page, and Administer Plan Access Award Effective Date column. | See: Budgeting in Compensation Workbench See: Hierarchies for Award Allocations and Approvals See: Access Levels in Compensation Workbench See: Approval Modes Eligibility, Award Limits and Targets See: Responsibility Based Access to Plans See: Defining Responsibility Based Access to Plans See:Compensation Awards Management: Requirements See: Configure Worksheet and Budget Sheets See: Writing Allocated Amounts from the Compensation Workbench Cycle |
| Worksheet and Budget Sheet Configuration | Which rates do you display? Do you validate Jobs, Grades, and Positions? Which flexfields do you include? Which custom and dynamic columns do you configure? Which columns do you want to display and what should the column headings be? Do you enable upload/download using WebADI? | Self-service personalization to hide or display items, rename or reorder columns, or make them read-only. You can use personalization by plan to vary the worksheet layout between plans. | See: Configure Worksheet and Budget Sheets |
| Reports and Notifications | Will you use the Employee Statements? Do you need to personalize any of the reports or notifications? Which plan do you want to use as context for the Salary Statistics and Employee Compensation History Reports? | Reporting from the self-service interface Plan Administration Page | See: Reports in Compensation Workbench See: Notifications in Compensation Workbench |