COMPENSATION WORKBENCH

11I-R12 DELTA

Last Updated On: 16AUG-2012

COMPENSATION WORKBENCH
R12.0 HRMS RUP2
View All Compensation Detail Reports without Changing
Responsibilities
Provide Responsibility-Based Plan Access to Administrators
Reduce Post Processing Time between Multiple Business
Organizations
Perform Dynamic Calculations in Multiple Columns
R12.1 HRMS RUP1
Anniversary Date Based Awards
Print Total Compensation Statements for Groups of Employees
Display the Worksheet Manager in the Switch To Manager
Search
New Salary Proposal to be Explicitly Approved
Update Percentage of Eligible Salary in Employee
Administration
View Performance Appraisal Details in Compensation
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COMPENSATION WORKBENCH
R12.1 HRMS RUP2
Streamline the Promotions and Allocations Process with
Enhanced Compensation Workbench Spreadsheet
Download/Upload Features
Display Market Salary Survey Data in Compensation
Workbench
R12.1.3
Performance and Promotion History Popup in Worksheet
Post Zero Salary Increases
Control Period for Viewing Appraisals in Compensation
Allocation Worksheet
Refresh Plan, Employee and Summary Data from Compensation
Workbench Home Page
Ensure Employees New Salary is within Grade Range

COMPENSATION WORKBENCH
R12.1 HRMS RUP4
Proposed Grade Range, Proposed Grade Midpoint and Proposed
Comparatio now Available for Spreadsheet Download
Run the Back-out Compensation Workbench Life Events Process for
Single Person
Optionally Hide In Progress Salary Increases in Employee History
Download Data Using Web ADI
R12.2
Back out Compensation Workbench Postprocess
R12.1 HRMS RUP4
Email Employee Compensation Statements
Email Total Compensation Statements
Back out Compensation Workbench Postprocess
R12.1 HRMS RUP7
Download/Upload Allocation Worksheet Comments
Optionally Disable Drill Down Hyperlink in Online Total Compensation
Statements
Display Position Title in Employee Total Compensation Statements
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COMPENSATION WORKBENCH
R12.2.4

Apply Digital Signatures to Authenticate Emailed Employee

Statements
Apply Digital Signatures to Authenticate Emailed Employee Total
Compensation Statements

R12.0 HRMS RUP2

VIEW ALL COMPENSATION DETAIL

View All Compensation Detail Reports without Changing
REPORTS
Responsibilities
R12.0.2 delivers the ability for compensation administrators to view
Compensation Detail Reports based on the HR security profile instead of
the manager hierarchy. For example, administrators can now view all
employees of a particular country without having to access or switch to a
senior executive responsibility.
Additional enhancements to the Compensation Detail Report page
include:

Employee information, which was previously displayed in a single table, is

now grouped using tabs.
The plan selection page and the parameters page of the old report have
been replaced by filters that can be hidden in the report page.
A new check box, Do Not Restrict By Hierarchy is added to the filters.
A salary statistics tab will display plans that have salary adjustment. The
report can be downloaded in a spreadsheet format based on filter
specifications.

VIEW ALL COMPENSATION DETAIL

REPORTS

RESPONSIBILITY BASED ACCESS TO

Provide Responsibility-Based Plan Access to Administrators
ADMINISTRATORS
This enhancement allows organizations to regulate administrator access to

plan information in Compensation Workbench.

Define a mapping between administrator responsibilities and plans
available for access. (Administrator responsibilities are defined as those
responsibilities, which have a specific function
BEN_CWB_SUPER_ADMIN_HOME_PAGE (Compensation Workbench Super
Admin Home Page) added to their responsibility menu. Available plans are
plans which are active or inactive and not closed or pending. Closed or
Pending plans are anyways inaccessible.) This mapping will be stored
against a new table. There would be a new page, which will provide an
interface for performing this mapping, and the access to this page would be
controlled only to those administrators or Super Administrators which have
an additional function (a new function is provided) added to their
responsibility menu.
In Release 12, administrators have uncontrolled access to all plans in the
Compensation Workbench setup, presenting potential security and data
privacy issues.
Now, an administrator can be granted super administrator privileges,
enabling him/her to access new setup pages where he/she can map the
responsibilities of other administrators to the plans that they are allowed to
access. These same setup pages can be used to revoke access, if needed.
This security mechanism is not enabled by default and does not change the
default behaviour of Compensation Workbench. If Plan Security is required,
super administrators can enable it from the Compensation Workbench9

Compensation Workbench Super Administrator

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Select Responsibility

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Search and Select Plan

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REDUCE POST-PROCESSING TIME

Reduce Post Processing Time between Multiple Business
Organizations

To enable more powerful filtering capabilities in the Compensation

Workbench Post Process, a new parameterPerson Selection Rulehas
been added to the Post Process parameters page. By selecting a rule (or
fast formula) defined as type 'Person Selection' users can filter the
employee population eligible for processing.
Multiple organizations can now be processed in parallel, for example, by
using a Person Selection rule defined to identify certain employees across
different organizations.
This new parameter is optional and is available when submitting the
Compensation Workbench Post Process request from the Compensation
Workbench Administrator's home page or as a concurrent request from the
Professional User Interface.

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Compensation Work Bench Post Process

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PERFORM DYNAMIC CALCULATIONS

Perform Dynamic Calculations in Multiple Columns

This enhancement allows users to define dynamic calculations on the rate

columns, specifically the worksheet amount rates, separately from the
custom columns (custom segments 1 to 20). Additionally, users can define a
condition and condition results using column names, and define custom
errors and warnings based on their requirements.
This feature needs to be configured and enabled by the Administrators;
therefore customers who do not wish to use it will not be impacted.

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PERFORM DYNAMIC CALCULATIONS

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R12.1 HRMS RUP1

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ANNIVERSARY DATE-BASED AWARDS

Anniversary Date-Based Awards

Provides compensation professionals the ability to allocate awards to groups

of employees based on their individual award effective date. E.g.
Employees latest hire date, date of last pay increase or promotion.
Define business rules to determine award effective dates for employees
Default and/or enter award effective dates as well as amounts into the
Compensation Workbench worksheet
Control manager view/access of the Award Effective Date in CWB
worksheet via Plan Personalization
Optionally enter/override Award Effective Dates via CWB Worksheet,
Employee Administration or Excel Spreadsheet.
Currently, Oracle Compensation Workbench allows employee rewards to be
paid out on a single day across the eligible population.
This enhancement provides the ability to reward employees based on an
anniversary or variable date. The award effective date could be based on an
employees latest hire date, date of last pay increase or promotion, or any
other reference point.
You can define your business rules to determine award effective dates for
employees. Reward effective dates can be defaulted into the Compensation
Workbench worksheet where managers may or may not have the ability to
make updates. This allows managers to do up front budgeting and allocate
compensation based on the individual employees award effective date.
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ENABLE AWARD EFFECTIVE DATE

SETUP & PROCESS
Award Effective Date Setup

Award Effective Date - Process

(Required)
Define Rate Start Date as
Rule or Enterable

Run CWB Participation Process

(Optional)
Personalize Plan to show/update
Award Effective Date in CWB worksheet

Distribute/Allocate Budgets

(Optional)
Personalize Plan to Override Award
Effective Dates via Employee Admin

Allocate Awards on Employees

Award Effective Dates

(Optional) Update Web ADI Base Layout

To Download/Upload
Award Effective Date to Excel

After worksheet approval: Post Awards

on Employees Award Effective Dates

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ENABLE AWARD EFFECTIVE DATE

Managers can update their employees
Award Effective Date via the
Compensation Workbench allocation
worksheet

ENABLE AWARD EFFECTIVE DATE

ADMINISTRATION

Override Award Effective Date

ENABLE AWARD EFFECTIVE DATE

SPREADSHEET

Managers can also enter/override Award Effective

Dates via Spreadsheet Download

PRINT TOTAL COMPENSATION

Print Total Compensation Statements for Groups of Employees
STATEMENT
Currently, you can print statements for one employee at a time. With this

enhancement, you can print statements for groups of employees at the

same time. A new Print Employee Statements batch process and a new UI
to submit this batch process are now available. The administrator can also
generate sample statements before submitting the final print job.
This enhancement provides an efficient way to print and distribute hard
copies of Total Compensation Statements to employees.
Additionally, enhancements have been made to the selection method for
the existing Generate Employee Statements and Purge Employee
Statements batch processes.
The Generate Employee Statements process will evaluate any eligibility
profiles defined in the statement setup in addition to the parameters
selected allowing them further filter the employee population
The administrator now has more flexibility when selecting the employee
population for whom statements are to be generated or purged.

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PRINT TOTAL COMPENSATION

STATEMENT - FLOW
Print Employee Statements Flow

TCS LaunchPad

Print Employee
Statements:
Select Statement
& Period

Print Employee
Statements:
Select Parameters

Print Employee
Statements:
Select Print Options

Submit

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PRINT TOTAL COMPENSATION

STATEMENT
- FLOW
HRMS Manager > Total Compensation Setup Wizard

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SELECT STATEMENT, PERIOD &

PARAMETERS

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SELECT PARAMETERS

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SELECT PRINTER & THEN SUBMIT

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DISPLAY THE WORKSHEET MANAGER

Display the Worksheet Manager in the Switch To Manager Search

Currently, the search results on the Switch To Manager page only provide
the employees supervisor. When an employee has been reassigned from
one manager's compensation worksheet to another, the worksheet
manager becomes different from their supervisor thus making it difficult for
managers to search and identify the employees actual worksheet manager.
With this release, managers and administrators now see the employees
worksheet manager in addition to their supervisor in the Switch To Manager
search results within the compensation worksheet thus making it easier to
identify the correct worksheet manager to whom they need to switch.
Worksheet Manager is now displayed in addition to Supervisor in the Switch
to Manager Search Results page when accessed from the Compensation
Workbench Allocation Workshee

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DISPLAY THE WORKSHEET MANAGER

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NEW SALARY PROPOSAL TO BE

New Salary Proposal to be Explicitly Approved
EXPLICITLY
APPROVED
Currently, when a new salary proposal is created for a new hire in salary

administration it is automatically approved by default even if the user does

not have the correct approval. This enhancement now offers the ability to
explicitly control approvals for new salary proposals.
The enhancement ensures that the new salary proposal approval is SOXcompliant.
New profile option HR: AUTO APPROVE FIRST SALARY PROPOSAL now
determines whether the first salary proposal is automatically approved or
requires explicit approval
Subsequent salary proposals (unless due to salary basis change) not subject
to this new profile option.
The behavior of salary proposal approvals is not impacted when the salary
proposal is created outside of HR PUI (i.e. via Grade Step Progression or
Compensation Workbench, Self Service HR New Hire flow processes).

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HR: AUTO APPROVE FIRST SALARY PROPOSAL PROFILE

OPTION

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SALARY ADMINISTRATION: APPROVE FUNCTION

NEEDS TO BE ADDED IN THE RESPONSIBILITY MENU

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UPDATE PERCENTAGE OF ELIGIBLE

Update Percentage of Eligible Salary in Employee Administration
SALARY
Compensation Administrators are now able to update or override an

employees percentage of eligible salary in Employee Administration.

Previously this could only be updated via the allocation worksheet.
Allows administrators to enter/override percentage of eligible salary in
Employee Administration to be consistent with the compensation worksheet

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UPDATE PERCENTAGE OF ELIGIBLE

SALARY

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VIEW PERFORMANCE APPRAISAL

View Performance Appraisal Details in Compensation Workbench
DETAILS
Customers who use Oracles EBS Performance Management can now view

an employees latest completed appraisal directly from the Oracle

Compensation Workbench (CWB) allocation worksheet. This means
managers can review their employees latest completed appraisals from
within CWB without having to switch responsibilities to Performance
Management.
Previously managers were only able to view their employees final rating
when rewarding their employees. Being able to view employee performance
appraisal details directly from within the CWB worksheet will allow
managers to make more informed decisions when rewarding their
employees. Overall this feature offers a more tightly integrated Talent
Management solution.
Managers can view complete Performance Appraisal details from
Compensation Workbench.
Managers no longer have to switch responsibilities to Performance
Management.
Managers will only be able to see their employees latest completed
appraisals.
Managers can make more informed decisions when rewarding their
employees by being able to access full performance appraisal details, not
just rating information.
Tighter integration between Pay and Performance.
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VIEW PERFORMANCE APPRAISAL

DETAILS SETUP & PROCESS FLOW
CWB SETUP STEPS

CWB PROCESS
Run CWB
Participation
Process

Run Single
Participation Process

Select Performance
Appraisal from
'Performance Type to Use'

Personalize Plan

Adds More
Completed Appraisals
to CWB Worksheet

To View In CWB
Worksheet

Completed Appraisals
Enabled w/Completed
Date <= Life Event Date

Add Appraisal Details

Column via Plan
Personalization

Run Refresh Process >

Refresh Emp Data

In Plan Enrollment
Requirements >
Performance tab

or

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VIEW PERFORMANCE APPRAISAL

DETAILS

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PERSONALIZATION BY PLAN

Add Appraisal
Details column to
the worksheet via
Plan Personalization

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VIEW APPRAISALS FROM THE CWB

PLAN
Appraisals viewable if
Completed Date <= Life
Event Date of the plan

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R12.1 HRMS RUP2

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STREAMLINE THE PROMOTIONS AND

Streamline the Promotions and Allocations Process with
ALLOCATIONS
Enhanced Compensation Workbench Spreadsheet
Download/Upload Features

Compensation administrators and/or managers can now use the following

new features that enhance the Compensation Workbench (CWB)
spreadsheet download and upload mechanism and provides the ability to:
Personalize the CWB spreadsheet download column prompts (labels)
for each plan. Especially useful for Service providers who host different
organizations on a single software instance, compensation
administrators can utilize this feature to provide unique labels for each
organization's plans to meet the different business requirements.
Use the spreadsheet capabilities to update employee promotion data
and upload the changes back to Compensation Workbench.
Compensation Managers with large populations of employees for whom
they have to make job, grade, position or other promotions-related
changes will appreciate a streamlined promotions process.
Upload Custom Segments and Other Rate values to Compensation
Workbench. Currently, compensation managers can update custom
segments and other rates only through the CWB worksheet which can
be cumbersome. With this feature, they can upload custom segment
and other rate changes at the same time which will help to simplify and
make the allocations process more efficient

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ENHANCED CWB SPREADSHEET

DOWNLOAD/UPLOAD
Administrator clicks
to Customize
Prompts

Administrator can
search for column
prompts to
customize

ENHANCED CWB SPREADSHEET

DOWNLOAD/UPLOAD
Administrator clicks
to Customize
Prompts

After Downloading
to Spreadsheet:
Customized Column
Prompts Displayed
In Spreadsheet

DISPLAY MARKET SALARY SURVEY

Display Market Salary Survey Data
DATACompensation
workbench now enables compensation managers to compare

their employees' salaries to the prevailing market average wages (market

average wages that is imported into or set up in Oracle HRMS system), thus
ensuring equity in pay when rewarding their employees.

45

DISPLAY MARKET SALARY SURVEY

DATA

Market Data uploaded through

spreadsheets/ HR professional is now
displayed in the CWB allocation
worksheet.

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R12.1.3

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PERFORMANCE AND PROMOTION

Performance and Promotion History Popup in Worksheet
HISTORY
POPUP
Performance and Promotion history, including such details as current and

prior ratings, rankings, job and/or position changes can now be viewed with
one click in the compensation allocation worksheet in a pop up page.
Giving compensation managers the ability to see their employees
Performance and Promotion history in one place using one or two simple
clicks will help them to make better and more informed decisions when
rewarding their employees.

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PERFORMANCE AND PROMOTION

HISTORY POPUP

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POST ZERO SALARY INCREASES

Post Zero Salary Increases

Compensation administrators now have the option to post zero (0.00) salary
increases or increments for employees from Compensation Workbench to
HR. This means there will now be a record of a zero change amount in
salary proposals of employees who did not receive any salary increase.

CONTROL PERIOD FOR VIEWING

Control Period for Viewing Appraisals in Compensation Allocation
APPRAISALS
Worksheet

The ability to view employee performance appraisal details from within the
compensation allocation worksheet has been further improved by allowing
the administrator to control the date after which completed performance
appraisals will be available for managers to see.
If there are multiple years of performance appraisals in Performance
Management, and/or employees only have completed appraisals from the
previous year and not the "current" period, when the new year's CWB plan
is opened, managers will only see their employees' performance appraisals
from the previous period. This feature will ensure managers will only see
the latest completed appraisals for their employees when making
compensation award decisions for the current period.
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CONTROL PERIOD FOR VIEWING

APPRAISALS
POST ZERO SALARY INCREASE

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REFRESH PLAN, EMPLOYEE AND

Refresh Plan, Employee and Summary Data from Compensation
SUMMARY
DATA
Workbench Home Page

Prior to this release, the Compensation Workbench Refresh process was only
available in the Professional User Interface. Now it is available to
administrators on the Compensation Workbench home page allowing them
to refresh plan, summary or employee HR data all within Compensation
Workbench .

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ENSURE EMPLOYEES NEW SALARY IS

Ensure
Employees
New Salary is within Grade Range
WITHIN
GRADE
RANGE

This new features gives compensation managers and administrators the

ability to optionally validate an employees new salary amount against their
salary grade range. This helps to ensure managers comply with company
compensation policies as well as better pay equity for employees.

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ENSURE EMPLOYEES NEW SALARY IS

WITHIN GRADE RANGE

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R12.2

55

SPREADSHEET DOWNLOAD
Proposed Grade Range, Proposed Grade Midpoint and Proposed
Comparatio now Available for Spreadsheet Download

The following fields are now available to download to spreadsheet: Proposed

Grade Range, Proposed Grade Midpoint, and Proposed Comparatio. This
helps managers who need to work offline or who do not have access to
Compensation Workbench to make better and more informed business
decisions during the compensation planning cycle.

RUN THE BACK-OUT COMPENSATION WORKBENCH

LIFE
PROCESS
RunEVENTS
the Back-out
Compensation Workbench Life Events Process
for Single Person

Administrators can now back out the Compensation Workbench Life Events
process for a single employee, offering a simple way to back out just one
person. Until now, the only way to accomplish this was to write a person
selection rule.

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OPTIONALLY HIDE IN PROGRESS SALARY

INCREASES
INInEMPLOYEE
HISTORY
Optionally Hide
Progress Salary
Increases in Employee History

Enterprises may not want their managers to see salary increases that are in
progress if they only have access to non-base salary type compensation
plans.
Even if managers do have access to base salary compensation plans, it can
be confusing to see an In Progress row for an employee's salary increase
not yet in effect. Compensation Workbench now offers the option to
suppress In Progress rows for salary increases from being displayed when
viewed in Employee History.

DOWNLOAD DATA USING WEB ADI

Download Data Using Web ADI

You can now download data to an Excel spreadsheet using Web ADI for the
Employee Stock Option History and Employee Compensation History
reports. You can also now download the Post-Process Summary and Error
reports. This is useful for managers with a large number of employees when
performing audits and/or reconciliation of compensation allocations.

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BACK OUT COMPENSATION WORKBENCH

Back out Compensation Workbench Postprocess [R12.2.0]
POSTPROCESS

Backing out postprocess is required in the event that the compensation

changes were posted on the wrong effective date or the wrong group of
assignments was processed, or if any corrections are required on a mass
scale. Until now, there was no way to back out the changes posted to the
HR system as the existing back-out process meant also backing out all the
changes done in Compensation Workbench, such as budget allocations,
awards allocations as well as worksheet submissions and approvals.
Compensation Workbench now offers the ability for administrators to only
back out the updates to employee records in the HR system while allowing
the updates in Compensation Workbench to remain intact.
The new Back-out Postprocess offers administrators to optionally back out
performance ratings in addition to compensation award amounts.
Additionally, they can also choose to return compensation worksheet
control back to the managers in the event further changes need to be made
before re-posting.
This new feature streamlines the corrections process after posting has
already taken place, making the compensation awards process overall
much more efficient and flexible, resulting in a potentially huge cost savings
to employers.

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R12.1 HRMS RUP6

59

EMAIL EMPLOYEE COMPENSATION

EMAIL EMPLOYEE COMPENSATION STATEMENTS
STATEMENTS

Until now, administrators and managers could only print hard

copies of employee compensation statements and manually
distribute them. With this release, statements can now be securely
emailed to employees. Administrators can also send statements to
a test email account to verify and resolve any issues before
emailing the official statements. This results in employees
receiving their statements quickly and efficiently, broadening the
communication channel between administrators, managers and
their employees.

L TOTAL COMPENSATION STATEMENTS

EMAIL TOTAL COMPENSATION STATEMENTS

In addition to viewing their statements online via Employee Self

Service or receiving a printed hard copy, employees can now have
their total compensation statements emailed to them.
Administrators can choose to email total compensation statements
en masse or select a group of employees just like they can with the
mass print process today. They can also "test drive" emailing
statements to resolve any issues prior to emailing the official
statements to employees. The addition of the mass email option
helps companies to directly communicate with their employees,
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ENSURE BACK OUT COMPENSATION

Back out Compensation
Workbench Postprocess
WORKBENCH
POSTPROCESS
Backing out postprocess is required in the event that the compensation
changes were posted on the wrong effective date or the wrong group of
assignments was processed, or if any corrections are required on a mass
scale. Until now, there was no way to back out the changes posted to the
HR system as the existing back-out process meant also backing out all the
changes done in Compensation Workbench, such as budget allocations,
awards allocations as well as worksheet submissions and approvals.
Compensation Workbench now offers the ability for administrators to only
back out the updates to employee records in the HR system while
allowing the updates in Compensation Workbench to remain intact. The
new Back-out Postprocess allows administrators to optionally back out
performance ratings in addition to compensation award amounts.
Additionally, they can also choose to return compensation worksheet
control back to the managers in the event further changes need to be
made before re-posting. This new feature streamlines the corrections
process after posting has already taken place, making the compensation
awards process overall much more efficient and flexible, resulting in a
potentially huge cost savings to employers.
Oracle E-Business Suite Releases 12.1.and 12.2 Release Content
Document Oracle Compensation
61

R12.1 HRMS RUP7

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DOWNLOAD/UPLOAD ALLOCATION
DOWNLOAD/UPLOAD
ALLOCATION WORKSHEET COMMENTS
WORKSHEET
COMMENTS
As part of the compensation allocation process, managers use the
Comments field in the worksheet to make additional notes to assist with
approval justifications, as an example. Managers need a means of
communicating additional comments or notes per employee when
performing reward allocations offline as well. With this release, it will now
be possible for managers to not only view and update the comments in
the downloaded spreadsheet, but they can also update existing or add
new comments and upload them back to the worksheet.
This feature will be forward-ported to R12.2 HRMS RUP 4.

63

OPTIONALLY DISABLE DRILL DOWN

HYPERLINK IN ONLINE TOTAL
Optionally DisableSTATEMENTS
Drill Down Hyperlink in Online Total
COMPENSATION
Compensation Statements

When viewing their total compensation statement online, an employee

can use a hyperlink to drill down to view the details of applicable
compensation rewards, such as viewing their salary compensation per pay
period. Administrators now have the capability to optionally disable this
hyperlink for certain compensation statement items and categories in the
event that they require only summary totals to be viewable by
employees.
This feature will be forward-ported to R12.2 HRMS RUP 4.

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DISPLAY POSITION TITLE IN EMPLOYEE

TOTAL COMPENSATION STATEMENTS
Display Position Title in Employee Total Compensation Statements
With this release, administrators can choose to additionally display an
employees position title (as opposed to just their job title) on employee
total compensation statements. Many companies store position
information for their employees either in place of or in addition to job
information. Providing the option to additionally display an employee's
position gives administrators additional flexibility when creating total
compensation statements.
This feature will be forward-ported to R12.2 HRMS RUP 4.

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R12.2.4

66

ENSURE APPLY DIGITAL SIGNATURES TO

AUTHENTICATE EMAILED EMPLOYEE
Apply Digital Signatures to Authenticate Emailed Employee
STATEMENTS
Statements

Compensation Workbench administrators can email compensation

statements to employees as PDF attachments. With this new feature,
administrators can optionally configure and apply a digital signatures to
these emailed employee statements. This provides additional
authentication which helps to further secure the online communication
process. To take advantage of this new feature, administrators use the
Email Statements option that is part of the Employee Statements task.

APPLY DIGITAL SIGNATURES TO AUTHENTICATE

EMAILED EMPLOYEE TOTAL COMPENSATION
Apply Digital Signatures to Authenticate Emailed Employee
STATEMENTS
Statements

Compensation administrators can email total compensation

statements to employees as PDF attachments. As these total
compensation statements are distributed electronically, it is
important that recipients be able to verify document authenticity
and integrity. This new feature fulfills this requirement by enabling
administrators to optionally configure and apply a digital signature
to emailed employee total compensation statements. Email
Employee Statements batch process is used.
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