Oracle Fusion Applications 11g

Compensation Management

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Table of Contents
1 Compensation Management...............................................6
1.1 Analyze Compensation Management.......................................................6
1.1.1 Analyze Total Compensation......................................................................................................6
1.1.1.1 Manage Statement Definitions............................................................................................7
1.1.1.2 Generate Total Compensation Statements........................................................................7
1.1.1.3 Manage Compensation Categories.....................................................................................7
1.1.1.4 Purge Total Compensation Statements.............................................................................7
1.1.1.5 Configure Global Settings...................................................................................................7
1.1.1.6 Monitor Statement Processes.............................................................................................7
1.1.1.7 View Generated Total Compensation Statements.............................................................7
1.1.1.8 Manage Compensation Items..............................................................................................7
1.1.1.9 Review Personal Total Compensation Statement.............................................................7
1.1.1.10 View Personal Compensation Information......................................................................7
1.1.1.11 Manage External Compensation Data Lookups..............................................................7
1.1.1.12 Manage External Compensation Data..............................................................................7
1.2 Set Up Compensation Management.........................................................7
1.3 Manage Compensation..............................................................................7
1.3.1 Manage Compensation Budgets.................................................................................................7
1.3.1.1 Model Budget........................................................................................................................8
1.3.1.2 Export Budget Data..............................................................................................................8
1.3.1.3 Allocate and Publish Budgets.............................................................................................8
1.3.1.4 Adjust Budget.......................................................................................................................8
1.3.2 Manage Base Pay.........................................................................................................................8
1.3.2.1 View Salary Analytics...........................................................................................................8
1.3.2.2 Enter Salary Details..............................................................................................................8
1.3.2.3 Export Base Pay...................................................................................................................8
1.3.2.4 Run Grade Step Progression..............................................................................................8
1.3.2.5 Approve Proposed Progressions and Salary Updates.....................................................8
1.3.2.6 Synchronize Grade Step Rates to Salary...........................................................................8
1.3.2.7 Review Synchronization Results........................................................................................8
1.3.3 Manage Individual Compensation..............................................................................................8
1.3.3.1 Enter Individual Compensation...........................................................................................8
1.3.3.2 View Compensation History................................................................................................8
1.3.4 Administer Workforce Compensation........................................................................................8
1.3.4.1 Review Administration Reports..........................................................................................9
1.3.4.2 Configure Global Compensation Settings.........................................................................9
1.3.4.3 Manage Global Models.........................................................................................................9
1.3.4.4 Manage Worker Information................................................................................................9
1.3.4.5 Run Batch Processes...........................................................................................................9
1.3.4.6 Manage Compensation Plans..............................................................................................9
1.3.4.7 Manage Plan Information.....................................................................................................9
1.3.5 Manage Workforce Compensation.............................................................................................9
1.3.5.1 Allocate Compensation......................................................................................................10
1.3.5.2 Rate Worker Performance.................................................................................................10
1.3.5.3 Promote Workers During Compensation Cycle..............................................................10
1.3.5.4 Approve and Submit Work................................................................................................10
1.3.5.5 Generate Compensation Statements................................................................................10
1.3.5.6 Model Compensation Allocations.....................................................................................10
1.3.5.7 View Reports and Analytics..............................................................................................10
1.3.5.8 Export Worksheet Data......................................................................................................10
1.3.5.9 Manage Team Compensation............................................................................................10
1.3.5.10 Analyze Team Compensation..........................................................................................10
1.3.6 Manage Personal Contributions...............................................................................................10

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 1.3.6.1 Manage Personal Compensation Contributions.............................................................10
1.3.7 Manage Compensation Survey.................................................................................................10
1.3.7.1 Manage Supplier Structures..............................................................................................10
1.3.7.2 Manage Compensation Types...........................................................................................10
1.3.7.3 Import Compensation Survey...........................................................................................10
1.4 Manage Benefits.......................................................................................10
1.4.1 Manage Benefit Plans, Programs, and Events........................................................................11
1.4.1.1 Manage Benefit Balances..................................................................................................12
1.4.1.2 Manage Regulations...........................................................................................................12
1.4.1.3 Manage Eligibility Profiles.................................................................................................12
1.4.1.4 Manage Elements...............................................................................................................12
1.4.1.5 Manage Benefit Reporting Groups...................................................................................12
1.4.1.6 Configure Plan Type Groups.............................................................................................12
1.4.1.7 Configure Enrollment Action Items..................................................................................12
1.4.1.8 Manage Benefit Service Center.........................................................................................12
1.4.1.9 Manage Benefit Plan Coverages.......................................................................................12
1.4.1.10 Manage Benefit Service Areas........................................................................................12
1.4.1.11 Manage Benefit Options..................................................................................................12
1.4.1.12 Manage Benefit Plan Types.............................................................................................12
1.4.1.13 Manage Benefit Rates......................................................................................................12
1.4.1.14 Manage User-Defined Criteria.........................................................................................12
1.4.1.15 Manage Year Periods.......................................................................................................12
1.4.1.16 Manage Benefit Groups...................................................................................................12
1.4.1.17 Manage Benefit Plans......................................................................................................12
1.4.1.18 Manage Enrollment Authorizations................................................................................12
1.4.1.19 Manage Derived Factors..................................................................................................12
1.4.1.20 Manage Benefit Lookups.................................................................................................12
1.4.1.21 Manage Fast Formulas.....................................................................................................12
1.4.1.22 Manage Benefit Programs...............................................................................................13
1.4.1.23 Manage Benefit Life Events.............................................................................................13
1.4.1.24 Import Benefits Plan Configuration................................................................................13
1.4.1.25 Export Benefits Plan Configuration................................................................................13
1.4.2 Elect Benefits..............................................................................................................................13
1.4.2.1 Review Current Enrollments.............................................................................................13
1.4.2.2 Make Selections..................................................................................................................13
1.4.3 Maintain Benefits Enrollments..................................................................................................13
1.4.3.1 Manage Batch Parameters.................................................................................................14
1.4.3.2 Maintain Individual Overrides...........................................................................................14
1.4.3.3 Manage Open enrollment window....................................................................................14
1.4.3.4 Manage Reopen Life Events..............................................................................................14
1.4.3.5 Reevaluate Designee Eligibility.........................................................................................14
1.4.3.6 Evaluate Absence Events..................................................................................................14
1.4.3.7 Restart Enrollment Closure...............................................................................................14
1.4.3.8 Make Employee Life Event Selections.............................................................................14
1.4.3.9 Make Employee Unrestricted Selections.........................................................................14
1.4.3.10 Purge Backed-Out or Voided Life Event Data................................................................14
1.4.3.11 Manage Person Benefit Groups......................................................................................14
1.4.3.12 Close Enrollment..............................................................................................................15
1.4.3.13 Back Out Life Events........................................................................................................15
1.4.3.14 Purge Participation Evaluation Audit Data....................................................................15
1.4.3.15 Manage Benefit Contacts.................................................................................................15
1.4.3.16 Evaluate Unrestricted Event Participation.....................................................................15
1.4.3.17 View Person Life Events..................................................................................................15
1.4.3.18 Manage Benefit Person Attributes..................................................................................15
1.4.3.19 Evaluate Person Life Event Participation.......................................................................15
1.4.3.20 Search Potential Participants..........................................................................................15
1.4.3.21 Restart Default Benefits Enrollment...............................................................................15
1.4.3.22 View Employee Enrollments............................................................................................15

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 1.4.3.23 Restart Participation Evaluation.....................................................................................15
1.4.3.24 Restart Action Item Closure............................................................................................15
1.4.3.25 Maintain Individual Eligibility Exceptions......................................................................15
1.4.3.26 Configure Default Benefits Relationships......................................................................16
1.4.3.27 Manage Benefit Relationships........................................................................................16
1.4.3.28 Close Action Items...........................................................................................................16
1.4.3.29 Enroll in Default Benefits.................................................................................................16
1.4.3.30 Evaluate Temporal Event Participation..........................................................................16
1.4.3.31 Manage Person Benefit Balances...................................................................................16
1.4.3.32 Evaluate Person Unrestricted Scheduled Event Participation.....................................16
1.4.3.33 Evaluate Scheduled Event Participation........................................................................16
1.4.3.34 Evaluate Life Event Participation....................................................................................16
1.4.3.35 Manage Unrestricted Action Items.................................................................................16
1.4.3.36 Manage Action Items........................................................................................................16
1.4.3.37 Evaluate Person Scheduled Event Participation...........................................................16
1.4.3.38 Assign and Update Benefits Relationships...................................................................16

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Disclaimer
This document describes product features that are proposed for the specified release of Oracle Fusion
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Introduction
This document communicates information about new or changed functionality introduced in Oracle Fusion
Applications. For your convenience, all the available functionality for the offerings included in this document
is organized hierarchically first by business process, then detailed business process. Finally the document
lists the required and optional tasks for these detailed business processes.

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1 Compensation Management
Organizations must attract, motivate, and retain talent. The compensation management process allows
organizations to strategically plan, allocate, and communicate compensation.

1.1 Analyze Compensation Management

Obtain analysis about a worker's total compensation package. Compensation professionals can
manage Total Compensation Statements for a group of workers and individual workers can view their
own Total Compensation Statements. A Total Compensation Statement provides a summary of a
worker's entire compensation package that can consist of monetary compensation in the form of salary,
bonuses, and commissions, for example, stock awards, and paid time off.

1.1.1 Analyze Total Compensation

Define and manage the design, content, and delivery of a statement that communicates
compensation, rewards, and benefits to workers. The Total Compensation Statement can
include compensation often overlooked by workers, such as fringe benefits or perks,
company contributions towards health and welfare benefits, the value of stock grants, and
paid time off. Define compensation items that represent actual amounts paid to workers or
costs incurred by the company and arrange them into categories such as cash
compensation, base pay, benefits, or company stock. Display category details on a single
page or enable recipients to drill to details. Configure optional graphical displays of data,
worker instructions, and supplemental information such as compensation policies or
benefit plan details. Define periods for which statement data is valid and customize an
optional welcome message for each period. Generate and view new statements, purge
unneeded statements, and monitor processes with summary and detailed online reports.
Recipients can view and print their statements while the statement is available for access.

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 1.1.1.1 Manage Statement Definitions

1.1.1.2 Generate Total Compensation Statements

1.1.1.3 Manage Compensation Categories

1.1.1.4 Purge Total Compensation Statements

1.1.1.5 Configure Global Settings

1.1.1.6 Monitor Statement Processes

1.1.1.7 View Generated Total Compensation Statements

1.1.1.8 Manage Compensation Items

1.1.1.9 Review Personal Total Compensation Statement

1.1.1.10 View Personal Compensation Information

1.1.1.11 Manage External Compensation Data Lookups

1.1.1.12 Manage External Compensation Data

1.2 Set Up Compensation Management

Set up compensation management for a diverse range of benefits and compensation plans, including
stock, salary, and bonus plans.

1.3 Manage Compensation

Gain better business insight with the manage compensation process. Get a total compensation view of
a worker or a group of workers at the same time, regardless of their geographic location or pay package
components.

1.3.1 Manage Compensation Budgets

Keep compensation awards in line with the company's financial goals and targets by
ensuring manager allocations stay within their defined budget amounts. Manually calculate
budget amounts or automatically determine budget amounts using a model. Publish
budgets to line managers to distribute budgets down the reporting hierarchy or to allocate
budget amounts at the worker level. Use administrative budgeting to enable managers to
award compensation within their allocated budget amounts. Determine budget amounts
offline by downloading budget details to a spreadsheet.

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 1.3.1.1 Model Budget

1.3.1.2 Export Budget Data

1.3.1.3 Allocate and Publish Budgets

1.3.1.4 Adjust Budget

1.3.2 Manage Base Pay

Manage salary basis definitions and update worker's base salary. Maintain the definition of
the salary basis that, when linked with a worker's salary, specifies the payroll input details
for the worker's base pay earnings, the duration for which the salary is quoted, and the
factor used to annualize base salary. Configure the salary basis with optional components
to enable managers and compensation professionals to attribute base pay adjustment
amounts or percentages to different reasons. View and update worker's salary basis and
adjust base pay by adjusting amount, percentage, compa-ratio, or another salary factor.
View salary history, as well as graphical analysis of current and new salary.

1.3.2.1 View Salary Analytics

1.3.2.2 Enter Salary Details

1.3.2.3 Export Base Pay

1.3.2.4 Run Grade Step Progression

1.3.2.5 Approve Proposed Progressions and Salary Updates

1.3.2.6 Synchronize Grade Step Rates to Salary

1.3.2.7 Review Synchronization Results

1.3.3 Manage Individual Compensation

Define plans that enable managers to allocate compensation to individual workers as well
as plans that enable workers to manage their own voluntary deductions. Plans with multiple
options provide enrollment choices, such as options for each vehicle make and model in a
car allowance plan. Managers can view a worker's compensation history to help determine if
an award is deserved and to view past award amounts. Using the plans, managers can also
award ad hoc bonuses, allowances, and other compensation, or initiate and update
recurring payments.

1.3.3.1 Enter Individual Compensation

1.3.3.2 View Compensation History

1.3.4 Administer Workforce Compensation

Perform regular and ongoing maintenance of workforce compensation plans by

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 compensation professionals. Manage worker data by changing assignment data effective
for the current plan cycle only. Override line manager allocations, job changes, and
performance ratings. Update plan data. Create and manage models for use by line managers
or by administrators to distribute compensation directly to workers. Maintain currency rates
and access to plans from the watchlist. Run processes to initiate a compensation cycle,
transfer data to the HR system, and refresh HR data. Analyze plan results.

1.3.4.1 Review Administration Reports

1.3.4.2 Configure Global Compensation Settings

1.3.4.3 Manage Global Models

1.3.4.4 Manage Worker Information

1.3.4.5 Run Batch Processes

1.3.4.6 Manage Compensation Plans

1.3.4.7 Manage Plan Information

1.3.5 Manage Workforce Compensation

Manage compensation awards by a line manager. Allocate one or more types of
compensation manually or automatically for a group of workers on a focal, anniversary, or
periodic basis. Promote and rate worker performance while awarding compensation.
Determine compensation amounts offline by downloading details to a spreadsheet. Use a
model to automatically calculate and allocate compensation to workers based on selected
criteria. Generate company-configured compensation change statements to notify workers
of a compensation award, job change, or performance rating assignment. Analyze proposed
changes for equity among peer groups and by manager, alignment with the market, and pay
for performance strategies. Review and approve work of subordinate managers. Quickly
process and transfer approved data to the core HR system.

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 1.3.5.1 Allocate Compensation

1.3.5.2 Rate Worker Performance

1.3.5.3 Promote Workers During Compensation Cycle

1.3.5.4 Approve and Submit Work

1.3.5.5 Generate Compensation Statements

1.3.5.6 Model Compensation Allocations

1.3.5.7 View Reports and Analytics

1.3.5.8 Export Worksheet Data

1.3.5.9 Manage Team Compensation

1.3.5.10 Analyze Team Compensation

1.3.6 Manage Personal Contributions

Enroll in company-sponsored voluntary deductions, such as savings and charitable
contribution plans, managing your own enrollment and contribution elections.

1.3.6.1 Manage Personal Compensation Contributions

1.3.7 Manage Compensation Survey

Import salary survey data to combine with existing internal data for analysis purposes.
Match benchmark jobs to survey jobs and create market rate composites to help price non-
benchmark internal jobs. Analyze and adjust salary structures to help ensure
competitiveness, as well as use market competitiveness reporting. Integrate market metrics
in transaction flows to help management make informed and competitive compensation
decisions. Export internal compensation data to send to salary survey suppliers.

1.3.7.1 Manage Supplier Structures

1.3.7.2 Manage Compensation Types

1.3.7.3 Import Compensation Survey

1.4 Manage Benefits

The manage benefits process enables improved benefits support and analysis while reducing overall
costs. Automate detection of critical events, support flexible benefits schemes, and allow employees to
make appropriate enrollment changes from choices that they are eligible to make.

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 1.4.1 Manage Benefit Plans, Programs, and Events
Maintain the hierarchical structure of benefits offerings in the enterprise, including
programs, plan types, plans, and options. Configure these compensation objects to
administer applicable changes for life events that happen throughout the calendar year.
Maintain historical and future changes to the benefit offering plan design. Update coverage
rates, restrictions, and eligibility. Set up payroll deductions by associating payroll elements
to these compensation objects. Manage benefit account balances. Schedule, configure, and
process benefits open enrollments for annual elections. Monitor both annual enrollments
and life event processing through detailed summary reports.

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 1.4.1.1 Manage Benefit Balances

1.4.1.2 Manage Regulations

1.4.1.3 Manage Eligibility Profiles

1.4.1.4 Manage Elements

1.4.1.5 Manage Benefit Reporting Groups

1.4.1.6 Configure Plan Type Groups

1.4.1.7 Configure Enrollment Action Items

1.4.1.8 Manage Benefit Service Center

1.4.1.9 Manage Benefit Plan Coverages

1.4.1.10 Manage Benefit Service Areas

1.4.1.11 Manage Benefit Options

1.4.1.12 Manage Benefit Plan Types

1.4.1.13 Manage Benefit Rates

1.4.1.14 Manage User-Defined Criteria

1.4.1.15 Manage Year Periods

1.4.1.16 Manage Benefit Groups

1.4.1.17 Manage Benefit Plans

1.4.1.18 Manage Enrollment Authorizations

1.4.1.19 Manage Derived Factors

1.4.1.20 Manage Benefit Lookups

1.4.1.21 Manage Fast Formulas

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 1.4.1.22 Manage Benefit Programs

1.4.1.23 Manage Benefit Life Events

1.4.1.24 Import Benefits Plan Configuration

1.4.1.25 Export Benefits Plan Configuration

1.4.2 Elect Benefits

Enroll in benefits. Compare current and potential benefits, make selections, view and accept
configured terms and conditions. Elect coverage for self and dependents, and designate
beneficiaries. Select primary care physicians for applicable plans. After completing
enrollment, view and print a confirmation statement. Complete additional certification or
designation action items specified on the confirmation statement.

1.4.2.1 Review Current Enrollments

1.4.2.2 Make Selections

1.4.3 Maintain Benefits Enrollments

Centrally coordinate and manage a participant's day to day benefits enrollment activities.
Enter and update participants' benefits selections, individual eligibility exceptions, and
overrides. As a participant's personal and employment data changes, view enrollments,
update coverages and dependents, and designate beneficiaries. Enrollments generate
action items that help administer certification requirements, such as proof of student status
or proof of good health, and designation requirements, such as dependents, beneficiaries,
and primary care physicians. Record the history of communications and notable
transactions in notes that you can retrieve with the participant's records.

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 1.4.3.1 Manage Batch Parameters

1.4.3.2 Maintain Individual Overrides

1.4.3.3 Manage Open enrollment window

1.4.3.4 Manage Reopen Life Events

1.4.3.5 Reevaluate Designee Eligibility

1.4.3.6 Evaluate Absence Events

1.4.3.7 Restart Enrollment Closure

1.4.3.8 Make Employee Life Event Selections

1.4.3.9 Make Employee Unrestricted Selections

1.4.3.10 Purge Backed-Out or Voided Life Event Data

1.4.3.11 Manage Person Benefit Groups

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 1.4.3.12 Close Enrollment

1.4.3.13 Back Out Life Events

1.4.3.14 Purge Participation Evaluation Audit Data

1.4.3.15 Manage Benefit Contacts

1.4.3.16 Evaluate Unrestricted Event Participation

1.4.3.17 View Person Life Events

1.4.3.18 Manage Benefit Person Attributes

1.4.3.19 Evaluate Person Life Event Participation

1.4.3.20 Search Potential Participants

1.4.3.21 Restart Default Benefits Enrollment

1.4.3.22 View Employee Enrollments

1.4.3.23 Restart Participation Evaluation

1.4.3.24 Restart Action Item Closure

1.4.3.25 Maintain Individual Eligibility Exceptions

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 1.4.3.26 Configure Default Benefits Relationships

1.4.3.27 Manage Benefit Relationships

1.4.3.28 Close Action Items

1.4.3.29 Enroll in Default Benefits

1.4.3.30 Evaluate Temporal Event Participation

1.4.3.31 Manage Person Benefit Balances

1.4.3.32 Evaluate Person Unrestricted Scheduled Event Participation

1.4.3.33 Evaluate Scheduled Event Participation

1.4.3.34 Evaluate Life Event Participation

1.4.3.35 Manage Unrestricted Action Items

1.4.3.36 Manage Action Items

1.4.3.37 Evaluate Person Scheduled Event Participation

1.4.3.38 Assign and Update Benefits Relationships

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