Compensation & Benefits : What's New in Release 12?kbace.com/sites/default/files/webinar_presentations/CompBen121... · Practice Manager, Compensation & Benefits Compensation & Benefits

1 © 2009 KBACE Technologies, Inc.

Jeff Eaton

Practice Manager, Compensation & Benefits

Compensation & Benefits : What's New in Release 12?

© 2009 KBACE Technologies, Inc.2

Agenda

•Compensation Workbench Enhancements in R12

•Advanced Benefits Enhancements in R12

•Individual Compensation Distribution Enhancements in R12

•Q&A


Compensation Workbench Enhancements in R12


CWB Release 12.0.2 (RUP2) Enhancements

•View All Compensation Detail Reports without Changing

Responsibilities

•Provide Responsibility-Based Plan Access to Administrators

•Reduce Post Processing between Multiple Business

Organizations

•Perform Dynamic Calculations in Multiple Columns


View All Compensation Detail Reports without Changing Responsibilities

•Allows the Compensation Administrator or HR Business Partner

to view Compensation Detail Reports based on the HR Security

Profile instead of the Manager Hierarchy

•Provides increased flexibility for Administrators and Business

Partners to search employees by multiple filter parameters


View All Compensation Detail Reports without Changing Responsibilities

A Do Not Restrict by Hierarchy flag can be checked to search employees across the whole company


Provide Responsibility-Based Plan Access to Administrators

•One Super User with Administrator privileges is able to map

responsibilities of other Administrators and allow/revoke access

•Added level of security allowing different Administrators access

to different Compensation Workbench plans

•Allows HR Business Partners of large to mid-size companies to

be involved in the compensation process as Restricted-Security

Administrators


Reduce Post Processing between Multiple Business Organizations

•Additional filtering capabilities are added within the CWB

Posting Process by the inclusion of a Personal Selection Rule.

•A Fast Formula is able to be attached here to isolate further

groups of employees to be posted

•Categories such as Job, Org, Position and Grade are all able to

be selected to simplify the posting process


A Person Selection Rule parameter has been added to increase flexibility of the CWB Posting Process

Reduce Post Processing between Multiple Business Organizations


Perform Dynamic Calculations in Multiple Columns

•Enables users to define dynamic calculations on the Rate

Columns, specifically the worksheet amount rates, separately

from the Custom Columns

•Greatly increases the ability to configure a fully dynamic

Compensation Workbench Worksheet

•Decreases the reliance on current processes, allowing

Administrators to make alterations to employee records with

immediate visibility of the result without losing manager‟s input


Perform Dynamic Calculations in Multiple ColumnsBuilding dynamic calculations against standard rates enables clients to satisfy complex business

processes while limiting fast formulas.


CWB Release 12.1 Enhancements

•Anniversary Date Based Awards

•Print Total Compensation Statements for Groups of Employees

•Display the Worksheet Manager in the Switch to Manager Search Page

•New Salary Proposal to be Explicitly Approved

•Update „Percentage of Eligible Salary‟ in Employee Administration

•View Performance Appraisal Details in Compensation Workbench


Anniversary Date Based Awards

•Provides the ability to reward employees based on Anniversary or variable date

•Greatly increases the current functionality of paying employees out on a single day across the eligible population

•Reward effective dates can be defaulted into the CWB Worksheet where managers may or may not have the ability to make updates

•Allows managers to perform up front budgeting and allocate compensation based on the individual employee‟s award effective date


Anniversary Date Based Awards


Print Total Compensation Statements for Groups of Employees

•Provides the ability to print multiple statements at the same

time based on group parameter selection

•Sample statements can now be previewed prior to printing

•New User Interface created to submit the Print Employee

Statements batch process

•Eligibility profiles and parameters validate the employee

population requiring statements


Print Total Compensation Statements for Groups of Employees - Navigation


Total Compensation Wizard


Select Statement, Period, & Parameters


Printing Options

•The printer and number of copies are entered here

•Sample statements are now available for viewing; the number of

sample statements is entered here as well


Display the Worksheet Manager in the Switch to Manager Search Page

•Allows the manager or administrator to view the Worksheet

Manager as well as the supervisor within the Switch To Another

Manager functionality

•During manager re-assignment, the employee‟s supervisor and

worksheet manager will differ, thus viewing both fields allows for

simplified selection


Display the Worksheet Manager in the Switch to Manager Search Page

• Selecting „Switch to Another Manager‟ from within the allocation worksheet

will show you the Worksheet Manager in addition to the Supervisor


Update ‘Percentage of Eligible Salary’ in Employee Administration

•Compensation Administrators are now able to update or override

an employee‟s percentage of eligible salary in Employee

Administration

•Previously this could only be updated via the Allocation

Worksheet


Update ‘Percentage of Eligible Salary’ in Employee Administration


View Performance Appraisal Details in Compensation Workbench

•Customers who use Oracle‟s Performance Management module

can now allow managers and administrators to view an

employee‟s latest completed appraisal directly from the CWB

Allocation Worksheet

•Enhanced integration between the modules allows managers to

further add to a pay for performance business strategy

•Appraisals are accessed through a separate column linked with

the employee


View Performance Appraisal Details in Compensation Workbench

A highlighted icon indicates

that a completed evaluation

is available for viewing.


Advanced Benefits Enhancements in R12


OAB Release 12.0.3 enhancements

•Reopen Life Events Process

•Open Enrollment Window Modification

•Tracking Ineligible to Ineligible Row Creation

•Additional Input Parameters for Fast Formulas


Reopen Life Events Process

• Flexibility to reopen a large volume of life events in a batch, as opposed to manually reopening individually

• Along with the “OE Window Modification” functionality, enrollment windows can be extended after reopening the processed events


Open Enrollment Window Modification

•The concurrent process entitled “Manage Open Enrollment

Window” allows the modification of the following:

• Open Enrollment Window’s Enrollment Period End Date

• Processing End Date

• Default Enrollment Date

• Provide a Number of Days Extension


Tracking Ineligible to Ineligible Row Creation

•When the “Track Ineligible” flag is on, and a participant was

initially found ineligible for the compensation object, a new row

for a subsequent life event will be written (even though the

participant remains ineligible)

•New ineligibility row has updated derived factor values for

tracking and calculations


Additional Input Parameters for Fast Formulas

•Person_id can now be passed as an input value in Fast Formulas

•In the past, Person_id had to be derived from the Assignment_id


Advanced Benefits Release 12.1

•Enforce Minimum Coverage for Life Events with No Electable

Choices

•Restrict Display of Primary Care Provider


Enforce Minimum Coverage for Life Events with No Electable Choices

• Identifying the minimum enrollment for the Plan Type in Program for a Business

group if an event is processed and an election cannot be made

• Checking to see if coverage was lost when an event was processed that does not

allow elections to be made

• Verifying that the Plan Type in Program minimum limitation requirement is still met if

coverage was lost, but the person is still eligible for the Plan Type in Program that

they were enrolled in

• Generating an error if the requirements are not met so that the person does not lose

coverage and the eligibility issues can be resolved

In certain situations, either data or configuration issues may cause someone to be found

ineligible for something they are already enrolled in, thus leaving them with no enrollment. This

enhancement detects those cases in which a participant loses coverage and is not given the

opportunity to make an election for a specific event by:


Restrict Display of Primary Care Provider

•Current functionality is such that the Plan Primary Care Provider

(PCP) setup controls the display of primary care providers

•With the enhancement, the display can be configured, based on

Life Events

•Life Event Reasons Form has a new “Show Primary Care

Provider” field

•Provides the ability to accept PCP information only during the

annual or initial enrollment, and allow the medical carrier to

maintain the PCP information thereafter


Life Event Reasons


Individual Compensation Distribution (ICD) Enhancements in R12


New Features for Managers

• Enter directly to multiple input values associated with an element linked to a compensation plan

• Award multiple compensations of same or different types to an employee within a single transaction on same or different dates

• Update and delete active and future compensations • Example - change the amount/dates or delete the award

• Indicate a distribution end date for a recurring compensation within the same transaction it is awarded

• Example – A lump sum amount for a certain period


Award Multiple Compensations

•After the Employee Selection page, the new Overview page is

displayed

•Rather than seeing a list of compensation objects to choose

from, the manager uses the “Award New Compensation” button

to begin the award process


Compensation Details Page

• The effective dates of the award are now enterable on the Compensation

Details page

• If the element associated with the award has multiple input values, those

values are entered here


ICD Overview Page

•After applying the first award, the manager is brought back to

the Overview page where an additional award can be added,

within this same transaction, by selecting “Award New

Compensation”


Compensation Details

•The details of the second award are entered by the manager


ICD Overview Page

•The Overview Page now shows the two awards the manager has added for approval in the same transaction

•The awards can be updated or deleted either at the time they are created or at a later time via the employee search functionality


ICD Review Page

•After review, the awards are submitted for approval


New Features for Administrators

• Configure validation on input values based on Value Sets, Data Types,

Minimum, Maximum & Default, Lookups, and Fast Formula

• Configure element entry flexfields to capture compensation related

information for an employee

• Justification for the compensation can now be configured as a flexfield - captured during the

transaction and stored as part of the employee element entries

• Default input values available as either fixed values or fast formulas

• Search employees and update or delete awards

• Configure action items for compensation plans which put compensation on

hold for a person, until the action item is provided


Input Value Validation

• Input value validation based upon „Level‟ lookup


Search for Employee to Update/Delete Award


Questions & Answers

Speaker:Jeff Eaton

Email: [email protected]

Phone: 603-566-5767

Recording & Presentation: http://kbace.com/index.php/events/

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Compensation & Benefits : What's New in Release 12?kbace.com/sites/default/files/webinar_presentations/CompBen121... · Practice Manager, Compensation & Benefits Compensation & Benefits