11.5.

9 Transfer of Information
Oracle Human Resources Management Systems
Compensation & Benefits

Grade/Step Progression
Introduction & Functional Overview

Copyright © Oracle Corporation, 2003. All rights reserved.

 Grade/Step Progression
Agenda
• Introduction
– Process Summary
– Features Overview
– Benefits
– Existing Grade Model
– Release & Licensing Information
– Future Direction
– Additional Resources
• Description of the Data Model
– Mapped to Total Compensation Data Model
– Grade Ladder: Backbone of the Process

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 Grade/Step Progression
Agenda
• Web-based User Interfaces
– Setup Interface
– Approvals Page
• Grade Ladder Setup
– Tasks 1 through 7
• Using Existing Grades & Rates
• Administration
– Life Event Type ‘Grade/Step Progression’
– Participation Process: Grade Step
– Administration Overview

1-3 Copyright © Oracle Corporation, 2003. All rights reserved.

Grade/Step Progression

Introduction

Copyright © Oracle Corporation, 2003. All rights reserved.

 Grade/Step Progression
Process Summary
Grade/Step Progression is:
• A business process that determines the
grades/steps to which employees are eligible to
progress based on their current grades/steps
• Commonly used by the public sector, educational
institutions, as well as highly regulated, hourly-
paid organizations such as retail organizations or
those subject to collective bargaining
• Also used in commercial companies, e.g. for sales
organizations
• A Compensation Administrator’s tool that reduces
administration, eliminates bias, ensures internal
equity

1-5 Copyright © Oracle Corporation, 2003. All rights reserved.

 Grade/Step Progression
Features Overview
• Automatic detection of employees eligible to
progress to new grade or step
• Optional automatic progression to new grade or
step within a grade ladder
• Automatic update of salary based on employee’s
new grade or step
– Salary Basis or Default Salary Element and Input
Value
• Maps to the 11i Total Compensation data model
• Easy-to-use web-based professional user interface
• Reusable grades, steps, pay scales, etc.

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 Grade/Step Progression
Benefits
Automated career and salary management for all
employee populations sizes.
• Reduces administration and manual intervention
• Dynamic eligibility determination
• Eliminates bias and discrimination
• Ensures internal equity
• Creates tangible, and stated goals/targets
• Process individuals or groups of employees with
manual evaluation or automatically based on
progression criteria

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 Grade/Step Progression
Existing Grade Model
• Manual progression using Grade Step window or
automatic progression using Increment Progression
Points process
• Salary is not automatically updated
• May update salary element using payroll formula
• Progression rules specified as Increment
Progression Points process parameters
• Allows step changes for people not on ceiling step
of grade

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 Grade/Step Progression
Release & Licensing Information
Release Info
• HRMS November 2003 Family Pack G released
05-Dec-03
• Based on Framework 11.5.7 with Apps release
11.5.10. Framework will also be known as 11.5.10
• Core HR license (does not require Oracle Advanced
Benefits or Self-Service Human Resources)

1-9 Copyright © Oracle Corporation, 2003. All rights reserved.

 Grade/Step Progression
Future Direction
• Rate synchronization process
• Score based eligibility
• Additional eligibility criteria such as
– Time in current grade
– Time in current step
– Time in a named grade
– Time in a named step

1-10 Copyright © Oracle Corporation, 2003. All rights reserved.

 Grade/Step Progression
Additional Resources
Additional information about Grade/Step Progression
• HRMS November 2003 Family Pack F About MetaLink
note 251546.1
• On-line help
– Oracle HRMS [Global] > Salary and Grade Related Pay
> Grades and Pay
• White Paper
– Implementation, Administration & FAQ’s

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Grade/Step Progression

Description of the Data Model

Copyright © Oracle Corporation, 2003. All rights reserved.

 Grade/Step Progression
Model Description
Mapped to Total Compensation object hierarchy

Grade Ladder PROGRAM

Grade/Step Progression PLAN TYPE

Grade Grade Grade PLAN

OPTION
Step Step Step Step Step Step Step
IN PLAN

Progression Progression Progression

OPTION
Point Point Point

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 Grade/Step Progression
Model Description
Mapped to Total Compensation data model

Default Salary Rates STANDARD RATES

Criteria Salary Rates VARIABLE RATES

ELIGIBILITY PROFILES
Progression Rules

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Grade/Step Progression

User Interfaces

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 Grade/Step Progression
Web-Based User Interfaces

First-time setup &

ongoing maintenance

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 Grade/Step Progression
Setup Interface

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 Grade/Step Progression
Setup Interface

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 Grade/Step Progression
Setup Interface
The user interface guides you through 7 simple tasks

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 Grade/Step Progression
Web-Based User Interfaces

Manual Approvals

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 Grade/Step Progression User Interface
Approvals Page

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Grade/Step Progression

Grade Ladder Setup

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 Grade/Step Progression
Initial Setup
Life Event
• Type of Grade/Step Progression
• Define all triggers that make an employee eligible
for progression
• 1 per business group

Plan Type
• Type of Grade/Step Progression
• 1 per business group

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 Grade/Step Progression
Setup Task 1: Grade Ladder
Grade Ladder: Backbone of the Process

It is for the Grade Ladder that you define:

• Posting style
• Progression mode
• Salary update method
• Grades and steps
• Salary rates
• Progression rules

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 Grade/Step Progression
Setup Task 1: Grade Ladder
Grade Progression Step Progression Grade/Step Progression

Grade 3 Grade 3

Step 2
Step 1

Step 3

Step 1
Step 2
Step 3
Grade 3
Grade 2 Grade 2

Step 1
Step 2
Step 3

Step 1
Step 2
Step 3
Grade 2
Grade 1 Grade 1
Step 1
Step 2
Step 3

Step 1
Step 2
Step 3
Grade 1

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 Grade/Step Progression
Setup Task 2: Salary Information
• Define salary information used when updating
salary of an employee on the grade ladder after
grade or step progression
– Currency
– Rate period
– Automatic update
Salary change date
Calculation method and update methods
Salary update method
Allow manual overrides

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 Grade/Step Progression User Interface
Task 3: Grades
• Add or remove grades from a grade ladder
• Make changes to a grade
• Change grade progression sequence on the grade
ladder
• Corresponding Plan is created in PUI
• Required task

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 Grade/Step Progression User Interface
Task 4: Steps
• Add or remove steps from a grade
• Make changes to a step
• Change step progression sequence within a grade
• Define ceiling step
• If using Points, associate, define, or update Pay
Scales
• Corresponding Option or Option in Plan is created
in PUI
• Optional task

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 Grade/Step Progression User Interface
Task 5: Rates
Default Salary Rates
• Define, update, upload for grades, steps or points
– Grades only
Define Value, Min, Mid, Max
Link to Salary Basis
• Select update mode – Correct or Update
• View rate history
• Corresponding Standard Rate is created in the PUI
– Activity Type of ‘Grade Step Progression Salary
Amount’
– Calculation Method of ‘Pay Rate Value’

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 Grade/Step Progression User Interface
Task 5: Rates
Criteria Salary Rates
• Recognized criteria
– Location – Bargaining Unit
– Organization – Performance Type
– Job /Rating Type
– Rule – Service Area
– Person Type – Full/Part Time
• Create Criteria Set through user interface or attach
Eligibility Profile created through PUI
• Define and update for grades, steps or points

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 Grade/Step Progression User Interface
Task 6: Progression Rules
• Attached to grade ladder, grade, or step
• Create Eligibility Profiles in PUI and attach using
the Grade/Step Progression interface
• Determine Profile Usage
• Set Reference Level for grades only
– Current grade ladder only
– All grade ladders
• Removing an Eligibility Profile unlinks it

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 Grade/Step Progression User Interface
Task 7: Review and Submit
• Review all grade ladder setup
• Activate or save grade ladder
• Select update mode – Correct or Update
• Confirm selection

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 Grade/Step Progression

Using Existing Grades and Rates

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 Grade/Step Progression
Manual to Automatic
Use existing Grades and Rates created through the
professional user interface in Grade/Step
Progression
• Existing grades may be associated with any ladder.
Attach existing Grades per Task 3: Grades
• Enter Grade Short Name
• (Upload existing Salary Rates as the default Salary
Rate for Grades/Points)

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Grade/Step Progression

Administration

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 Grade/Step Progression
Participation Process: Grade Step
• Evaluates and processes potential life events
• Determines possible new grades or steps (maps
to electable choices in Total Comp model)
• Creates enrollment results and performs actual
grade/step change on person’s assignment (and
updates salary) or posts to Approvals page
• Run as frequently as needed per business
procedures
• May be run for individuals or in batch

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 Grade/Step Progression
Administration Overview
Automatic Approval and Salary Updates
• Run Participation Process: Grade Step

Manual Approval
• View eligible progressions from Collective
Agreement form
• Process Manual Approvals
• Run Process Employees Progressed Manually

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 Grade/Step Progression
Administration Overview
Manual Progression
• Grade/step changes made from the Assignment
form
• Salary changes made on Salary Administration and
Element Entries form

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 Thank You.

Oracle Human Resources Management System

Grade/Step Progression

Copyright © Oracle Corporation, 2003. All rights reserved.