CWB Sample Setup 11i

Compensation Workbench
Sample Setup
8/30/2002 1
INTRODUCTION...........................................................................................................................................4
Case - Salary, Bonus and Stock Plans for US and UK Business Groups. ..................................................4
INITIAL PREPARATIONS............................................................................................................................5
DEFINE PERFORMANCE SCALE...............................................................................................................5
Types ...........................................................................................................................................................5
Rating Scale.................................................................................................................................................5
CREATE FORMULA .....................................................................................................................................6
DEFINE PROGRAM/PLAN YEARS.............................................................................................................7
DEFINE LIFE EVENTS .................................................................................................................................8
Salary Increase.............................................................................................................................................8
Bonus...........................................................................................................................................................8
Stock Options ..............................................................................................................................................8
CREATE DERIVED FACTORS (Stated Compensation)...............................................................................9
Stated Salary................................................................................................................................................9
Compensation (WITH FORMULA) ...........................................................................................................9
DEFINE PARTICIPANT ELIGIBILIY PROFILE.......................................................................................10
Creating a Benefit Group...........................................................................................................................10
Defining a Participant Eligibility Profile ...................................................................................................10
DEFINE PLAN TYPES ................................................................................................................................11
Salary Increase...........................................................................................................................................11
Bonus.........................................................................................................................................................11
Stock Options ............................................................................................................................................11
DEFINE OPTIONS .......................................................................................................................................12
DEFINE PLANS ...........................................................................................................................................13
Salary Plan.................................................................................................................................................13
Defining Details.....................................................................................................................................13
Associate an Eligibility Profile with a Plan ...........................................................................................13
Bonus Plan.................................................................................................................................................14
Stock Options Plan ....................................................................................................................................15
DEFINE PLAN ENROLLMENT REQUIREMENTS..................................................................................16
Salary Plan.................................................................................................................................................16
Define Timing Æ Scheduled Information .............................................................................................16
US Bonus Plan...........................................................................................................................................18
Stock Plan..................................................................................................................................................20
Define Timing Æ Scheduled Information .............................................................................................20
DEFINE REPORTING GROUPS.............................................................................................................22
Salary Increase...........................................................................................................................................22
Bonus.........................................................................................................................................................22
Stock Options ............................................................................................................................................22
DEFINE ELEMENT TYPES ........................................................................................................................23
Defining an Element (Payroll Distribution) - Bonus .................................................................................23
Creating an Element Link..........................................................................................................................24
DEFINE VARIABLE RATE PROFILES .....................................................................................................25
DEFINE STANDARD RATES FOR BUDGETS ........................................................................................26
Distribution Budget ...................................................................................................................................26
Budget Reserve..........................................................................................................................................28
Eligible Salary ...........................................................................................................................................29
CWB Stated Salary....................................................................................................................................30
8/30/2002 2
DEFINE STANDARD RATES FOR WORKSHEETS ................................................................................31
Worksheet Budget .....................................................................................................................................31
Worksheet Amount....................................................................................................................................32
Bonus.........................................................................................................................................................33
CWB Additional History Elements ...........................................................................................................34
DEFINE STANDARD RATES FOR STOCK PLANS ONLY ....................................................................35
Stock Plan – GRANT PRICE....................................................................................................................35
ADMINISTRATION ....................................................................................................................................36
Create an Employee...................................................................................................................................36
Run Participation Process: Compensation.................................................................................................37
Initiate the Budget to the Highest Level Manager.....................................................................................37
Run the Compensation Workbench Post Process......................................................................................38
Run the Close Compensation Enrollments Process...................................................................................38
8/30/2002 3
INTRODUCTION
This document contains navigation and sample solutions to configure Oracle Compensation
Workbench plan design for Oracle Standard or Advanced Benefits customers using the 11i data
model. Please note that the solution contained in this document is an example of plan design
configuration and contains the minimum data needed for plans used with the Compensation
Workbench user interface.
This example was created solely for the purpose of demonstrating plan design setup and should
only be used as a reference during implementation. You should analyze your business
requirements to determine the best method for implementing your compensation offerings.
This Document will walk you through the setup required for Compensation Workbench Plans:
Salary, Bonus and Stock Plans for US and UK Business Groups.
Case - Salary, Bonus and Stock Plans for US and UK Business Groups.
• Salary, Bonus and Stock plan types

• Identical Plan Setup (other than currency) in US and UK Business Groups.
• US and UK Plans will be defined within a Global Reporting Group.
• Setup two Within Year Periods to be used by the Bonus plan
For Period 1/1/2002-6/30/2002
For Period 7/1/2002-12/31/2002
• Budgets will be used, and stored as Percents for Salary and Bonus plans; Stock will store
budgets as amounts.
• Payments will be effective (paid) when Compensation Workbench Post Process runs for all
plans.
• Compensation life events will be closed when the Compensation Workbench Post Process
runs for the Salary and Stock plans. The Bonus plan will demonstrate the Close
Compensation Enrollments Process.
• Budget Issuing, Roll-Ups, and Worksheet Ownership will be based on the Supervisor
Hierarchy.
• Allocations are monetary.
• Eligibility Criteria - Employee with a benefits group of ‘US Employee’ or ‘UK Employee’.
• Prorating factor for Eligible Salary = ½ of the persons Stated Salary as of May 1, 2002.
Please note, if you have multiple countries in a single business group, you can also use the setup
below to support the multiple currencies in a single business group. All setup is done in a single
business group and you create a separate life event and plan for each currency. The reporting
group can still be used to group plans, the only difference is the plans are all in the same business
group.
8/30/2002 4
INITIAL PREPARATIONS
1. Define Two Business Groups: US Vision Corporation and UK Vision Corporation.

2. Login to the application using an ID that will place you in the US Vision Corporation
Business Group.
3. Set your effective date to 01-JAN-1990 for all Plan Design Setup.
4. Define the US plan design in the US business group and UK plan design in the UK business
group. The difference between the two business groups will be eligibility and plan currency.
DEFINE PERFORMANCE SCALE

THIS IS OPTIONAL BUT IF YOU WISH TO SHOW THIS IN THE SELF-SERVICE UI THEN IT IS NEEDED.
Types
1. Navigate to the Applications Utilities Lookups form:
Other Definitions Æ Lookups Tables
1. Query type ‘EMP_INTERVIEW_TYPE’
2. Choose ‘PERF’ as the Code.
3. Choose ‘Performance’ as the Meaning .
4. Choose ’01-JAN-1950’ as the From date.
5. Select the enabled checkbox.
6. Save your work.
Rating Scale
1. Query type ‘PERFORMANCE_RATING’
2. Choose ‘1’ as the Code.
3. Choose ‘Outstanding’ as the Meaning.
4. Choose ’01-JAN-1950’ as the ‘From’ date.
5. Select the enabled checkbox.
6. Please continue this process for ‘Above Average’, ‘Average’, ‘Below Average’, and ‘Poor’.
7. Save your work.
8/30/2002 5
CREATE FORMULA
This will be used for the Derived Compensation Factor to Return May 1 of the Event Year.
THIS IS OPTIONAL, YOU MAY NEED A FORMULA TO RETURN THE EXACT PRORATED AMOUNT OF
ELIGIBLE SALARY.
1. Navigate to the Write Formulas form:

Total Compensation Æ Basic Æ Write Formulas
2. Name the formula ‘May_First’
3. Select Compensation Determination Date
4. Click the edit button and provide the following formula:
INPUTS ARE
Date_earned(date)
Effective_Date = to_date('0105' + to_char(date_earned, 'YYYY'), 'DDMMYYYY')
return Effective_date
5. Click the Verify Button

6. Save your work.
8/30/2002 6
DEFINE PROGRAM/PLAN YEARS
1. Navigate to the Program/Plan Years form in Total Compensation:

Total Compensation Æ General Definitions Æ Additional Setup Æ Program/Plan Years
2. Enter “01/01/2001” as the Plan Start.
3. Enter “12/31/2001” as the Plan End.
4. Enter Within Plan Year Period Start 01 January, End 30 June, UOM = Semi Year.
5. Enter Within Plan Year Period Start 01 July, End 31 December, UOM = Semi Year.
6. Save your work.
7. Repeat for each year up to 2005.
8/30/2002 7
DEFINE LIFE EVENTS
This form is now available to Standard Benefit customers. Only life events that are of the type
‘Compensation’ will be supported for Standard Benefit Customers. Life event triggers are not
supported for standard benefits.
MAKE SURE YOUR LIFE EVENT NAMES ARE UNIQUE FOR EACH PLAN.
Salary Increase
1. Navigate to the Life Event Reasons form in Total Compensation:
Total Compensation Æ General DefinitionsÆ Additional Setup Æ Life Event Reasons
2. Name the life event “US Salary Increase”
3. Select ‘Compensation’ from the Type LOV.
4. Save your work.
Bonus
2. Total Compensation Æ General DefinitionsÆ Additional Setup Æ Life Event Reasons
3. Name the life event “US Bonus”
5. Save your work.
Stock Options
Total Compensation Æ General DefinitionsÆ Additional Setup Æ Life Event Reasons
2. Name the life event “US Stock Options”
4. Save your work.
8/30/2002 8
CREATE DERIVED FACTORS (Stated Compensation)
This will be used to determine eligible salaries for a standard rate. You use set the Periodicity
for the derived factor so that salary will be computed the same for everyone regardless of their
salary basis. This will not be needed for the stock plan.
Stated Salary
1. Navigate to the Derived Factors form in Total Compensation:
Total Compensation Æ General DefinitionsÆEligibility/Rate FactorsÆ Derived Factors
2. Select the Compensation tab.
3. Name the factor ‘US Stated Salary’.
4. Select ‘US Dollar’ as the Currency
5. Define ‘Stated Compensation’ as the Source.
6. Define ‘Annually’ as the Stated Comp Periodicity. (The derived factor periodicity will
compute all amounts the same regardless of salary basis. Upon distributing, the salary will be
converted back based on the salary basis of the individual.)
7. Check ‘No Minimum’ and ‘No Maximum’ boxes.
8. Select ‘As of Event Date’ as the Determination Code.
9. Save your work
Compensation (WITH FORMULA)

This example is only showing a formula used to retrieve a date, you may want to create formula to prorate the
compensation amount returned by the derived factor.
1. Navigate to the Derived Factors form in Total Compensation:
Total Compensation Æ General DefinitionsÆEligibility/Rate FactorsÆ Derived Factors
2. Select the Compensation tab.
3. Name the factor ‘US Eligible Salary as of May 1’.
4. Select ‘US Dollar’ as the Currency
5. Define ‘Stated Compensation’ as the Source.
6. Define ‘Annually’ as the Stated Comp Periodicity. (Define the derived factor Activity
Reference Period for the Plan).
7. Check ‘No Minimum’ and ‘No Maximum’ boxes.
8. Select ‘Rule’ as the Determination Code.
9. Select ‘May_First’ as the Determination Rule.
10. Save your work
8/30/2002 9
DEFINE PARTICIPANT ELIGIBILIY PROFILE
Eligibility will restrict which employees are eligible for the various compensation plans. This is
a simple example using benefit group as an eligibility criteria. You will create profiles that use
criteria that fit your business requirements.
Creating a Benefit Group
1. Navigate to the Benefit Groups form in Total Compensation:

Total Compensation Æ General DefinitionsÆEligibility/Rate FactorsÆ Benefits Group
2. Add ‘US Employees’.
3. Add a meaning and description of ‘US Employees’
4. Save your work.
(Don’t forget to repeat each step for the UK plan design.)
Defining a Participant Eligibility Profile
1. Navigate to the Eligibility Profiles form in Total Compensation:

(N) Total Compensation Æ General Definitions Æ Eligibility Profiles Æ Participant
2. Name the profile “US Employees”
3. Select “Active” as the status.
4. Choose “Any Assignment” as the assignment type.
5. Select the Other tab.
6. Select “Benefits Group” from the drop down list.
7. Enter “10” as the sequence.
8. Choose “US Employees” from the LOV.
9. Save your work.
8/30/2002 10
DEFINE PLAN TYPES
Salary Increase
1. Navigate to the Plan Types form in Total Compensation:
(N) Total Compensation Æ Programs and Plans Æ Plan Types
2. Name the plan type “Salary Increase”.
3. Choose “Compensation Workbench” as the Option Type.
4. Choose “Comp-Salary Change’ as the Compensation Category.
5. Check No Min
6. Check No Max
7. Save your work.
You must choose the Compensation Category of ‘Comp – Salary Change’ in order to update the
person’s salary on the Salary Admin window.
Bonus
1. Name the plan type “Bonus”.
3. Choose “Comp-Bonus’ as the Compensation Category.
4. Check the No Min box.
5. Check the No Max box.
6. Save your work.
Stock Options
1. Name the plan type “Stock Options”.
3. Choose “Comp-Stock’ as the Compensation Category.
4. Check the No Min box.
5. Check the No Max box.
6. Save your work.
For setup of multiple currencies in a single business group, you may create one plan type that is
used by plans with different currencies.
8/30/2002 11
DEFINE OPTIONS
Plans used by Compensation Workbench cannot have options.
8/30/2002 12
DEFINE PLANS
Salary Plan
1. Navigate to Total CompensationÆProgram and PlansÆPlans.
2. Name the plan “US Salary Plan”.
3. Choose “Active” as the Status.
4. Choose “Salary Increase” as the Plan Type.
5. Choose “May Not be in a Program” for the Usage.
6. Select Eligibility and Rates tab.
7. Check track ineligible ON. (This allows you to track all information about employees who
are not eligible and will allow the HR professional to change their eligibility without
reprocessing the employee.)
8. Select Not in Program tab.
9. Choose ‘US Dollar’ as Currency. (Make sure you choose the correct currency. If there are
multiple currencies, you must create separate plans.)
10. Choose ‘Per Pay Period’ as Enrollment Rate/Frequency. (This is informational only.)
11. Choose ‘Annually’ as Activity Reference Period.
12. Save your work.
Defining Details
12. Select the Details button.
13. Enter “10” as the Sequence.
14. Choose “01/01/2001 and 12/31/2001” as the Start and End Date.
17. Repeat steps 13-16 for each plan year period
18. Save your work.
Associate an Eligibility Profile with a Plan

19. Select the Plan Eligibility Button.
20. Enter “As of Event Date” for the participation start date.
21. Enter “One Day before Event” as the participation end date. (This date code will come into
play when a person is no longer eligible for a comp plan.)
22. Save your work.
23. Select the Eligibility button.
24. Query the “US Employees” profile.
25. Check ‘Required’ ON.
26. Save your work.
8/30/2002 13
Bonus Plan
1. Name the plan “US Bonus Plan”.

3. Choose “Bonus” as the Plan Type.
6. Check Track Ineligible ON.
8. Choose ‘US Dollar’ as Currency.
9. Choose ‘Per Year’ as Enrollment Rate/Frequency. (This is optional, however, you may want
to keep the defined, communicated and annual amounts all the same for non-recurring
distributions.)
10. Choose ‘Annually’ as Activity Reference Period. (This is the recommended code for non-
recurring distributions.)
11. Save your work.
Defining Details
18. Save your work.

21. Enter “One Day before Event” as the participation end date.
22. Save your work.
25. Save your work.
8/30/2002 14
Stock Options Plan
1. Name the plan “US Stock Options Plan”.
3. Choose “Stock Options” as the Plan Type.
6. Check Track Ineligible ON.
8. Leave Currency blank.
9. Choose ‘Per Year’ as Enrollment Rate/Frequency. (This is optional, however, you may want
to keep the defined, communicated and annual amounts all the same for non-recurring
distributions.)
10. Choose ‘Annually’ as Activity Reference Period.
11. Save your work.
Defining Details
18. Save your work.

21. Enter “One Day before Event” as the participation end date.
22. Save your work.
25. Save your work.
When creating plan setup for the UK business requirements, be sure to select the correct
currency for the plan.
8/30/2002 15
DEFINE PLAN ENROLLMENT REQUIREMENTS
Salary Plan
1. Navigate to the Program Enrollment Requirements window in Total Compensation:
Total Compensation Æ Programs and Plans Æ Plan Enrollment Requirements
2. Query the “US Salary Plan”.
3. Select the General tab.
4. Select the Plan tab.
5. Select the Enrollment alternate region.
6. Select ‘Explicit’ as the Method.
7. Select ‘Current, Can Keep or Choose; New, Can Choose’ as the Enrollment Code.
8. Select the Coverage alternate region.
9. Indicate ‘Elections’ as the Enrollment Coverage Start Date.
10. Indicate ‘1 Prior or 1 Day Before Event’ as the Enrollment Coverage End Date. (The end
date does not apply during the distribution process. It will come into play during the
termination or when someone is no longer eligible to participate in the comp plan. This code
will end the coverage 1 day before the new coverage begins, if no new coverage 1 day
before the event that cause the person to lose coverage.)
11. Select the Rates alternate region.
12. Indicate ‘Elections’ as the Rate Start Date.
13. Indicate ‘1 Prior or 1 Day Before Event’ as the Rate End Date. (Same as coverage end.)
14. Save your work.
Define Timing Æ Scheduled Information

15. Select the Timing tab.
16. Select the Scheduled tab.
17. Indicate ‘Compensation’ as the Enrollment Type. (This will only appear if the Plan Type for
the plan has an Option Type of ‘Compensation Workbench’.)
18. Select the General alternate region.
19. Enter 01-JUN-2002 as the Start and 31-AUG-2002 as the End for the Enrollment or
Availability Period. (You then define the information below for this specific availability
period.)
20. Enter ‘01-JUN-2002’ as the Assigned Life Event Date. (This is the date plan design and
person data for eligibility/rate calculations will be checked.)
21. Select ‘US Salary Increase’ as the Life Event.
22. Enter ‘When Elections Are Made’ as the Close Enrollment Date to Use. (This code allows
you to close the event for this plan during the Comp Workbench Post Process.)
23. Choose ‘01-JAN-2002 to 31-DEC-2002’ as the Year Period.
24. Choose the Budget alternate region (this will only appear as an alternate region if you select
the Enrollment Type of Compensation.
25. Check Uses Budget ON (always check this flag if using budgets, this flag allows you to
enter information on this region.)
8/30/2002 16
26. Choose ‘Store Budgets as Percentages’’ in the Preserve Budget Column. (This is the
recommended way as it allows you to easily transfer employees from one manager to the
next without a higher level manager re-distributing the budgets.)
27. Enter ‘01-JUN-2002’ as the Self Service Budget Update Period Start date.
28. Enter ‘01-AUG-2002’ as the Self Service Budget Update Period End date.
29. Choose the Worksheet alternate region (This will only appear as an alternate region if you
select the Enrollment Type of Compensation.)
30. Enter ‘15-JUL-2002’ as the Self Service Worksheet Update Period Start date.
31. Enter ‘15-AUG-2002’ as the Self Service Worksheet Update Period End date.
32. Choose ‘Updateable’ as the Default Worksheet Access. (You may want to choose Read
Only and then allow managers to change the availability for the reporting managers below
them.)
33. Choose the Miscellaneous alternate region (this will only appear as an alternate region if
you select the Enrollment Type of Compensation.
34. Choose ‘Supervisor Hierarchy’ as the Hierarchy to Use (You may also select position
hierarchy. Supervisor Hierarchy is more easily used for cross-business group processing.)
35. Choose ‘Performance’ as the Performance Rating (This was defined above.)
36. Save your work.
8/30/2002 17
US Bonus Plan
2. Query the “US Bonus Plan”.
7. Select ‘Current, Can Keep or Choose; New, Can Choose’ as the Enrollment Code. (everyone
is ‘New’).
10. Indicate ‘1 Prior or 1 Day Before Event’ as the Enrollment Coverage End Date. (The end
date does not apply during the distribution process. It will come into play during the
termination or when someone is no longer eligible to participate in the comp plan. This code
will end the coverage 1 day before the new coverage begins, if no new coverage 1 day before
the event that cause the person to lose coverage.).
13. Indicate ‘1 Prior or 1 Day Before Event’ as the Rate End Date.
14. Save your work.
Timing Æ Scheduled
17. Indicate ‘Compensation’ as the Enrollment Type. (This will only appear if your plan is
linked to a Compensation Workbench Plan Type.)
19. Enter 01-APR-2002 as the Start and 30-JUN-2002 as the End for the Enrollment or
Availability Period.
20. Enter ‘01-APR-2002’ as the Assigned Life Event Date.
21. Select ‘US Bonus’ as the Life Event.
22. Enter ’31-JUL-2002’ as the No Further Process is Allowed After date.
23. Enter ‘Processing End Date’ as the Close Enrollment Date to Use. (This code will require
you to run the Close Compensation Enrollment Process on 31-Jul-02 to close the event. You
may want use the same code as defined for the salary plan.)
25. Choose ’01/01-6/30’ as the Within Year Period.
27. Check Uses Budget ON (always check this flag if using budgets, this flag allows you to
enter information on this region.)
28. Choose ‘Store Budgets as Percentages’’ in the Preserve Budget Column. (This is the
recommended way as it allows you to easily transfer employees from one manager to the
next without a higher level manager re-distributing the budgets.)
8/30/2002 18
29. Enter ‘01-APR-2002’ as the Self Service Budget Update Period Start date.
30. Enter ‘15-JUN-2002’ as the Self Service Budget Update Period End date.
31. Choose the Worksheet alternate region (this will only appear as an alternate region if you
select the Enrollment Type of Compensation.
32. Enter ‘15-MAY-2002’ as the Self Service Worksheet Update Period Start date.
33. Enter ‘20-JUN-2002’ as the Self Service Worksheet Update Period End date.
34. Choose ‘Read Only’ as the Default Worksheet Access. (This value will require each
manager to update the lower level managers worksheet to ‘Updateable’ in self service.)
35. Choose the Miscellaneous alternate region (this will only appear as an alternate region if you
36. Choose ‘Supervisor Hierarchy’ as the Hierarchy to Use.
37. Choose ‘Performance’ for Performance Rating
38. Save your work.
8/30/2002 19
Stock Plan
2. Query the “US Stock Option Plan”.
7. Select ‘Current, Can Keep or Choose; New, Can Choose’ as the Enrollment Code.
10. Indicate ‘1 Prior or 1 Day Before Event’ as the Enrollment Coverage End Date.
13. Indicate ‘1 Prior or 1 Day Before Event’ as the Rate End Date.
14. Save your work.
Define Timing Æ Scheduled Information

17. Indicate ‘Compensation’ as the Enrollment Type. (This will only appear if you have defined
Life Events with the type of ‘Compensation’.)
19. Enter 01-Mar-2002 as the Start and 31-May-2002 as the End for the Enrollment or
Availability Period
20. Enter ‘01-MAR-2002’ as the Assigned Life Event Date.
21. Select ‘US Stock’ as the Life Event.
22. Leave the No Further Processing Date blank.
23. Enter ‘When Elections are Made’ as the Close Enrollment Date to Use.
26. Check Uses Budget ON (always check this flag unless the company is only using
worksheets.
27. Choose ‘Preserve Budget as Amounts’’ in the Preserve Budget Column.
28. Enter ‘01-MAR-2002’ as the Self Service Budget Update Period Start date.
29. Enter ‘15-MAY-2002’ as the Self Service Budget Update Period Start date.
30. Choose the Worksheet alternate region (this will only appear as an alternate region if you
31. Enter ‘15-APR-2002’ as the Self Service Worksheet Update Period Start date.
32. Enter ‘15-May-2002’ as the Self Service Worksheet Update Period End date.
33. Choose ‘Updateable’ as the Default Worksheet Access
34. Choose the Miscellaneous alternate region (this will only appear as an alternate region if you
8/30/2002 20
35. Choose ‘Supervisor Hierarchy’ as the Hierarchy to Use (You may also select position
hierarchy.)
36. Choose Performance as the Performance Rating Type.
37. Save your work.
Repeat all setup above in the UK business group before continuing.
8/30/2002 21
DEFINE REPORTING GROUPS
This form will now look across business groups if needed to get comp plans in other business
groups.
Salary Increase
1. Navigate to the Reporting Groups form in Total Compensation:
Total Compensation Æ General DefinitionsÆ Additional Setup Æ Reporting Groups
2. Enter ‘Salary Increase’ as the reporting group name. (This is the name that will appear on
the Home Page in the CWB self service UI.)
3. Enter ‘Administrative’ for Purpose.
4. On the Components tab, choose the Plan tab.
5. Choose the US salary plan and UK Salary for this reporting group. (Note this, form will also
pull in plans defined in other business groups.)
6. Save your work.
Bonus
1. Enter ‘Bonus’ as the reporting group name.
4. Choose the US and UK Bonus plans for this reporting group. (Note this, form will also pull
in plans defined in other business groups.)
5. Save your work.
Stock Options
1. Enter ‘Stock Options’ as the reporting group name.
4. Choose the US and UK Stock Option plans for this reporting group. (Note this, form will
also pull in plans defined in other business groups.)
5. Save your work.
8/30/2002 22
DEFINE ELEMENT TYPES
The element examples were written primarily for Non Oracle Payroll customers. For CWB
elements are used primarily with the Bonus plan or if you need to pass the Stock amount to
element entries. You do NOT attach the Regular Salary or Regular Wages elements to the
standard rates of the Salary plan. The process will automatically feed these elements when the
information on the Salary Admin window is updated for a person.
All customers will utilize the CWB processing model to calculate the exact input value amount
for the Bonus to be paid or the Stock/value to be passed. Oracle Payroll customers must define
elements following the Oracle Payroll User Guide to determine how the input value amounts,
calculated by CWB, will be processed by Oracle Payroll. (For example, the element for the
Bonus plan will be created as an earnings element as the amount being passed is the actual bonus
amount.)
Defining an Element (Payroll Distribution) - Bonus
1. Navigate to the Element Description form in Total Compensation:

Total Compensation Æ Basic Æ Element Description
2. Name the element ‘Bonus’
3. Give a Reporting Name of ‘Bonus’.
4. Give the element a Primary Classification of ‘Earnings’.
5. Select ‘Non-Recurring’ as the Processing Type.
6. If Further Element Information DFF is required select ‘Regular’ for Earnings.
7. Save your work; select the Input Value button.
8. Enter ‘Bonus Amount’ as a name; indicate ‘Money’ as the units.
9. Check the DB Item box and User enterable check boxes.
10. Save your work.
8/30/2002 23
Creating an Element Link
1. Navigate to the Element Link form in Total Compensation:

Total Compensation Æ Basic Æ Element Link
2. Query the element ‘Bonus’.
3. Save your work.
Note: Create open link when costing is not utilized. Do not create an open link for elements
that need to be costed, instead create links based on the costing criteria.
Repeat for each element defined above.
8/30/2002 24
DEFINE VARIABLE RATE PROFILES
Variable rate profiles can be attached to the CWB Recommended Amount standard rate. This
will create a 4th calculation method on the allocation wizard. This example will not use variable
rates or recommended amounts.
8/30/2002 25
DEFINE STANDARD RATES FOR BUDGETS
Standard Rates are used with compensation workbench to display the various enterable columns
on the budget sheet and worksheet or allocation wizards. The standard rates below demonstrate
a simple setup for the Salary, Bonus and Stock Plans.
Distribution Budget
A distribution budget is a budget that a manager gives another manager for further budget
distribution. This is not the budget a manager sees on his worksheet. This amount may be
given/updated in the PUI (if override flag is checked). You will be required to specify the min,
max, and increment, which will be enforced when saving in CWB. You must only define 1 of
these types per plan IF the ‘Uses Budgets’ checkbox is checked on Plan enrollment
requirements. In this example, all 3 plans use budgets so you must define this rate for all 3 plans
in both BGs.
1. Navigate to the Standard Rates form in Total Compensation:

(N) Total Compensation Æ Rates/Coverage Definitions Æ Standard Rates
2. Name the rate ‘US Salary Plan Distribution Budget ’.
3. Indicate ‘Active’ as the Status.
5. Determine ‘Plan’ as the Level.
6. Define ‘US Salary Plan ’ as the Compensation Object.
7. Select ‘Not Applicable’ as the Tax Type.
8. Select ‘CWB Distribution Budget’ as the Activity Type. (Note: Only define 1 standard rate
of this type per Plan).
9. Check Element and Input Value required flag OFF.
10. Select the Calculation Method tab.
11. Choose ‘Flat Amount’ as the Method.
12. Check Enter Value at Enrollment ON.
13. Verify Calculate for Enrollment is ON.
14. Enter 0 as the Min.
15. Enter 1000000000 as the Max.
16. Enter .01 as the Increment Amount.
17. Enter Default as 0.
18. Choose an appropriate Round Code.
19. Select the Processing Information tab.
20. Check box ‘Value Override Allowed’ ON (very important, you will not be able to initiate a
budget in the professional user interface if this check box is not checked).
21. Check box ‘Assign on Enrollment’, ‘Display on Enrollment’, and ‘Process Each Pay Period
Default’ as OFF.
22. Save your work.
8/30/2002 26
23. Repeat for ALL Plans that use a budget. (For Stock plans, select ‘Shares’ in the UOM’.
Enter 1 as the Increment Amount.)
8/30/2002 27
Budget Reserve
A budget reserve allows a manager to "hold back" a certain amount of Money or Shares in a
budget for later use. Define this rate when you want to allow managers to do so by checking the
‘Uses Budgets’ checkbox on the plan enrollment requirements, otherwise it will be totally hidden
from the user on all self-service pages. The value of this is set/updated by pressing the 'Set
Reserve' button on the budget page. Additionally to later utilize this amount, you may press the
'Release Reserve' button on the approval page, and return to the worksheet to 'spend' it.

2. Name the rate ‘US Salary Reserve Budget’.
7. Select ‘CWB Reserve’ as the Activity Type.
16. Enter 1 as the Increment Amount.
19. Check box ‘Value Override Allowed’ ON.
20. ‘Assign on Enrollment’, ‘Display on Enrollment’, and ‘Process Each Pay Period Default’ as
OFF.
21. Save your work.
22. Repeat for all plans as needed. Note that the stock plan, use the UOM of Shares.
8/30/2002 28
DEFINE STANDARD RATES FOR BUDGETS & WORKSHEETS
Eligible Salary
This stores a person’s Eligible Salary, which is the terminology that we use to determine the
salary that is used for all compensation workbench calculations and percentages. This uses a
common date for determining a salary, and often times is prorated (a comp factor rule should be
used for prorating) for the amount of time a person worked. Common set-up is to use a Multiple
of Compensation method, using a factor of 1 times the desired Calc Method. An alternative set-
up would be to define a Rule method that returned an Eligible Salary amount. This displays as a
column in the Budget Sheet and Worksheet, and can be added to the Approval Sheet (by
customers). You define a maximum 1 standard rate per plan if the award is Monetary (not used
for Stock plans). You MUST define a rate of this activity type when storing budgets as
percentages.
This Standard Rate is used by both the Budget and the Worksheet, although you only need to
define the standard rate once for each plan.

2. Name the rate ‘US Salary Plan Eligible Salary’.
7. Select ‘CWB Eligible Salary’ as the Activity Type.
11. Choose ‘Multiple of Compensation’ as the Method.
13. Enter 1 as the Multiplier.
14. Choose ‘Multiply by’ as the Operator.
15. Choose ‘US Eligible Salary as of May 1’’ as the Compensation Factor. (You can use any
compensation derived factor you define to retrieve the salary amount to be used in the
calculation.)
17. Check box ‘Value Override Allowed’ ON
18. Check box ‘Display on Enrollment’ ON
19. ‘Assign on Enrollment’ and ‘Process Each Pay Period Default’ as OFF.
20. Save your work.
21. Repeat for Bonus plans.
8/30/2002 29
CWB Stated Salary
This is 1 of 5 different compensation amounts/salaries that can be displayed in the worksheet and
budget sheet. This rate is intended to be an alternative of the Base Salary Column. Displaying
both on a worksheet would not be recommended. The difference between Base Salary and
Stated Salary is the Base Salary is a person’s Salary as of the date accessed in Self-Service and
always displays in the frequency of the person’s pay basis. Stated Salary may be converted to a
different frequency and is stated as of a specific date. It is commonly defined as a multiple of a
compensation factor. This corresponds to the 'Stated Salary' column in AK, and may be easily
renamed there. Not defining this rate should automatically hide its corresponding columns in
SS CWB.

2. Name the rate ‘US Salary Plan Stated Salary’
7. Select ‘CWB Stated Salary’ as the Activity Type. (Note: you can only define a maximum of
1 of this rate per type for a plan.)
9. Verify Element and Input Value required flag OFF.
11. Choose ‘Multiple of Comp’ as the Method.
13. Verify Enter Value at Enrollment OFF.
14. Enter 1 as the Multiplier.
15. Choose ‘Multiply by’ as the Operator.
16. Choose ‘US Stated Salary’ as the Compensation Factor.
17. Select the Processing tab.
OFF.
20. Save your work.
21. Repeat as for Bonus plans.
8/30/2002 30
DEFINE STANDARD RATES FOR WORKSHEETS
Worksheet Budget
This is the placeholder standard rate for a worksheet budget amount for a manager and must be
defined when the ‘Uses Budgets’ checkbox is checked on plan enrollment requirements. A
worksheet budget is the budget amount a manager has allocated for awarding employees. This is
the budget a manager sees on the worksheet. This amount may be given/updated in the PUI (if
override flag is checked) by the HR professional. You will be required to specify the min, max,
and increment for this rate, which will be enforced when saving. Please specify a rounding code
for use when calculations occur. Other non-cwb rates may be defined for behind the scenes
usage. Those rates will not display in self-service.

2. Name the rate ‘US Salary Plan Worksheet Budget ’.
7. Select ‘CWB Worksheet Budget’ as the Activity Type.
16. Enter .01 as the Increment Amount.
OFF.
21. Save your work.
22. Repeat for US Bonus and US Stock Plans. (Note: for Stock plans, UOM is Shares. Enter 1 as
the Increment Amount.)
8/30/2002 31
Worksheet Amount
This rate is required and represents the Award amount for Monetary or Shares. This is the
Enterable amount on the worksheet. Min, Max and Increment Values will be enforced in the
CWB self-service UI. Please specify a rounding code for use when calculations occur. By
attaching an element entry, this amount will be sent to the payroll system. This amount may be
given/updated in the PUI (if the override flag is checked).
Salary
2. Name the rate ‘US Salary Worksheet Amount’.
7. Select ‘CWB Worksheet Amount’ as the Activity Type.
9. Verify Element and Input Value required flag OFF. (The amount will update the Salary
Admin window if the plan is a ‘Comp – Salary’ plan.)
20. ‘Assign on Enrollment’ ON (This flag must be set on for this rate to create the element
entry.)
21. ‘Display on Enrollment’, and ‘Process Each Pay Period Default’ as OFF.
22. Save your work.
23. Repeat for US Stock plans. (Note: Stock plans use a UOM of Shares.)
8/30/2002 32
Bonus
2. Name the rate ‘US Bonus Worksheet Amount’.
6. Define ‘US Bonus Plan ’ as the Compensation Object.
7. Select ‘CWB Worksheet Amount’ as the Activity Type.
9. Verify Element and Input Value required flag ON.
10. Choose ‘Bonus’ as the element. (Choose whatever element you are using to pass the actual
bonus paid to employee on to the assignment element entries. The element should be non-
recurring.)
11. Choose ‘Bonus Amount’ as the input value. (Choose whatever input value you create to
store the bonus amount to be processed by payroll or sent to a 3rd party payroll.)
21. Check box ‘Value Override Allowed’ and ‘Assign on Enrollment’ ON.
23. Choose ‘Defined Amount’ as the ‘Value Passed to Payroll’ (For non-recurring distributions,
you should pass the ‘Defined Amount’ to payroll).
24. Save your work.
8/30/2002 33
CWB Additional History Elements
On the worksheet history page, there may be times when you want to display element entry
history for compensation elements other than those linked to the Worksheet Amount rate. For
example you may have element entries awarded that are not associated to a CWB plan that you
want displayed here. Define a rate for each additional element that you wish to show historical
elements that were not distributed through CWB. This example is only showing the bonus
elements distributed outside of CWB.

2. Name the rate ‘CWB Additional Elements ’.
3. Indicate ‘In-active’ as the Status. (This rate will not be processed by Participation:
Compensation process).
6. Define ‘US Bonus Plan ’ as the Compensation Object.
7. Select ‘CWB Additional History Elements’ as the Activity Type.
9. Check Element and Input Value required flag ON.
10. Choose an Element and Input value used previously to distribute Bonus (you may also do
this for the stock plan.)
12. Choose ‘No Standard Values Used’ as the Method.
15. Check box ‘Value Override Allowed’, ‘Assign on Enrollment’, and ‘Display on Enrollment’
are OFF.
16. ‘Process Each Pay Period Default’ as OFF.
17. Save your work.
18. Repeat as needed for each plan type that may have additional elements assigned outside of
CWB.
8/30/2002 34
DEFINE STANDARD RATES FOR STOCK PLANS ONLY
Stock Plan – GRANT PRICE

Only 1 standard rate of this type can be defined for the Stock Plan. It contains the Stock Option
Grant Price and is only valid for Stock Option plans. It is optional and up to you if you want to
maintain the Grant Price in our system. Without the grant price, the Worksheet History Page
will lack information and customers will likely want to hide some stock history columns (such as
grant price, and grant value). Grant Price may be specified up front prior to running
Participation Process: Compensation process. However it is common that the grant price is not
known at this point, therefore, the customers should still setup a grant price with a value of zero
as a placeholder. You may enter the grant price as a parameter when running the Compensation
Workbench Post Process.

2. Name the rate ‘CWB Stock Grant Price’.
6. Define ‘US Stock Plan ’ as the Compensation Object.
7. Select ‘CWB Grant Price’ as the Activity Type.
9. Verify Element and Input Value required flag OFF.
12. Verify Enter Value at Enrollment ON.
15. Check box ‘Value Override Allowed’ and ‘Assign on Enrollment’, as ON.
17. Save your work.
The grant price can be entered during the Compensation Workbench Post Process and will be
given to everyone who receives a stock distribution amount.
PLAN DESIGN IS COMPLETE
8/30/2002 35
ADMINISTRATION
Create an Employee
1. Navigate to the Enter and Maintain form:

People Æ Enter and Maintain
2. Create a person as of today’s date.
3. Give the employee a social security number, date of birth and marital status.
4. Assign employees in the US Business group to the US Benefit group, assign the UK
employees to the UK Benefit group. (This is only needed because the example uses benefits
group for plan eligibility.)
5. Save your work.
6. Click on the Address button.
7. Give the employee an Address.
8. Save your work.
9. Click on the Assignment button.
10. Add an organization, payroll, GRE and Salary Basis
11. Give the person a supervisor and create a supervisor hierarchy.
12. Save your work.
13. Click on the Salary button.
14. Add a salary.
15. Save your work.
Repeat as needed until you have created enough people for a supervisor hierarchy. Make sure
that one of your employees is a supervisor for a manager in the UK business group. (To do the
cross business group processing if you are using multiple business groups.)
8/30/2002 36
Run Participation Process: Compensation
Once the plan design is complete and your employee population is created, you can now run the Participation
Process: Compensation concurrent request to begin using CWB. You will run this for each plan in both the US and
UK business groups.
1. Navigate to Processes & Reports Æ Submit Process and Reports Æ Choose Participation
Process: Compensation as the process:
2. Set the effective date equal to the ‘Assigned Life Event Date’ for the Availability Period
defined for the plan.
3. Choose ‘Commit – Database will be updated’ (Rollback will not commit to the database,
you may want to run in rollback with the Audit log set to YES for a small portion of your
population to validate the plan eligibility.)
4. Select the US Salary Plan as the Plan Name.
5. Choose ‘01/01/2002 – 12/31/2002, 06/01/2002’ as the Period (the second date is the assigned
life event date, make sure the effective date matches.)
6. You may select other parameters to narrow the people who are processed.
7. Audit Log should be ‘NO’ when running in production to improve performance. During test you can set this to
YES to view the people that were processed if your employee population is small.
Initiate the Budget to the Highest Level Manager
This form is now available to both Standard and Advanced Benefits customers. Standard
Benefits customers may have a slightly different navigation path.
1. Navigate to the Person Life Event form:
People Æ Total Comp Enrollment Æ Enrollment Process Æ Person Life Event
2. Query the highest-level manager.
3. Verify the ‘US Salary’ life event appears for the person with the 01-Jun-2002 as the occurred
on date on the Life Events tab and place your cursor on this event.
4. Navigate to the Enrollment Opportunities button and to the Compensation tab.
5. Make the budget Updateable and same with the worksheet (if it is not already updateable).
6. Save your changes.
7. Navigate to the Electable Choices button.
8. Navigate to the Compensation tab.
9. Verify the person is Eligible (if a person is Ineligible, the HR professional can override the
eligibility here. You would only see if someone was ineligible if you were tracking ineligible
people for the plan.)
10. Navigate to the Rates button.
11. Select the Rate Name ‘US Salary Plan Distribution Budget’ and Issue a budget value. In this
example, for the US Salary plan budgets are stored in percentages, enter a number between
1-100 as you are entering a percent.
12. Save your work.
13. You may now log into the CWB self service user interface as the highest level manager and can continue
working in the CWB self service UI.
8/30/2002 37
Run the Compensation Workbench Post Process
After all approvals have been completed in the CWB user interface (or at any time the HR
professional chooses) you may run the post process to write the allocation results for an
employee. This will update the salary admin and create element entries as needed. You should
only run this when you are ready to distribute the amounts to each employee.
1. Navigate to Processes & Reports Æ Submit Process and Reports Æ Choose Compensation
Workbench Post Process
2. Set the effective date to 01-SEP-02 (this is the day the ‘elections’ will be made and will be
the day the salary increases will go into effect because your coverage/rate starte codes are
‘Elections’.)
3. Choose ‘Commit – Database will be updated’
4. Select the US Salary Plan as the Plan Name.
5. Choose ‘01/01/2002 – 12/31/2002, 06/01/2002’ as the Period.
6. Submit
Please note, you may also enter the Grant Price for the stock plan if you wish to store the amount
on the Grant Price standard rate.
VIEW ELEMENT RESULTS
1. Navigate to the Enter and Maintain form:

People Æ Enter and Maintain
2. Query your employee
3. Click on the assignment button
4. Check the Salary Admin window to view salary increases.
5. Click on the element entries button to view element entries.
Run the Close Compensation Enrollments Process

Based on the plan design setup above, you only need to run this process for your Bonus plan as
the Close Enrollment Code for the plan is ‘Processing End Date’. You will not need to run this
process for the US Salary and Stock plans as the life events for those plans are ‘When Elections
are Made’.
1. Navigate to Processes & Reports Æ Submit Process and Reports Æ Choose Close
Compensation Enrollments Process
2. Set the effective date to 31-JUL-2002
3. Select the US Bonus Plan as the Plan Name.
4. Choose the US Bonus Life Event
5. Submit
8/30/2002 38

CWB Sample Setup 11i

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CWB Sample Setup 11i

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Compensation Workbench

• Salary, Bonus and Stock plan types

1. Define Two Business Groups: US Vision Corporation and UK Vision Corporation.

DEFINE PERFORMANCE SCALE

1. Navigate to the Write Formulas form:

Effective_Date = to_date('0105' + to_char(date_earned, 'YYYY'), 'DDMMYYYY')

5. Click the Verify Button

1. Navigate to the Program/Plan Years form in Total Compensation:

Compensation (WITH FORMULA)

Creating a Benefit Group

1. Navigate to the Benefit Groups form in Total Compensation:

(Don’t forget to repeat each step for the UK plan design.)

Defining a Participant Eligibility Profile

1. Navigate to the Eligibility Profiles form in Total Compensation:

Associate an Eligibility Profile with a Plan

1. Name the plan “US Bonus Plan”.

Associate an Eligibility Profile with a Plan

Associate an Eligibility Profile with a Plan

Define Timing Æ Scheduled Information

Define Timing Æ Scheduled Information

Repeat all setup above in the UK business group before continuing.

Defining an Element (Payroll Distribution) - Bonus

1. Navigate to the Element Description form in Total Compensation:

1. Navigate to the Element Link form in Total Compensation:

Repeat for each element defined above.

1. Navigate to the Standard Rates form in Total Compensation:

1. Navigate to the Standard Rates form in Total Compensation:

1. Navigate to the Standard Rates form in Total Compensation:

1. Navigate to the Standard Rates form in Total Compensation:

1. Navigate to the Standard Rates form in Total Compensation:

1. Navigate to the Standard Rates form in Total Compensation:

Stock Plan – GRANT PRICE

1. Navigate to the Standard Rates form in Total Compensation:

PLAN DESIGN IS COMPLETE

1. Navigate to the Enter and Maintain form:

Initiate the Budget to the Highest Level Manager

VIEW ELEMENT RESULTS

1. Navigate to the Enter and Maintain form:

Run the Close Compensation Enrollments Process

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