The document discusses new features and enhancements in Oracle Compensation Workbench (CWB) Release 12 and Oracle Advanced Benefits (OAB) Release 12. For CWB, key enhancements include allowing administrators to view compensation detail reports without changing responsibilities, providing plan access based on responsibilities, reducing post processing between business organizations, and performing dynamic calculations in multiple columns. For OAB, enhancements focus on reopening life events, modifying open enrollment windows, tracking ineligible rows, and adding parameters to fast formulas. The presentation concludes with a question and answer section.

1. Compensation & Benefits : What's New in
Release 12?
Jeff Eaton
Practice Manager, Compensation & Benefits
1 © 2009 KBACE Technologies, Inc.

2. Agenda
• Compensation Workbench Enhancements in R12
• Advanced Benefits Enhancements in R12
• Individual Compensation Distribution Enhancements in R12
• Q&A
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3. Compensation Workbench Enhancements in R12
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4. 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
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5. 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
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6. 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
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7. 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
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8. 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
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9. Reduce Post Processing between Multiple
Business Organizations
A Person Selection Rule parameter has been added to increase flexibility of the CWB Posting Process
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10. 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
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11. Perform Dynamic Calculations in Multiple Columns
Building dynamic calculations against standard rates enables clients to satisfy complex business
processes while limiting fast formulas.
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12. 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
12 © 2009 KBACE Technologies, Inc.

13. 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
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14. Anniversary Date Based Awards
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15. 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
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16. Print Total Compensation Statements for
Groups of Employees - Navigation
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17. Total Compensation Wizard
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18. Select Statement, Period, & Parameters
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19. 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
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20. 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
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21. 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
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22. 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
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23. Update ‘Percentage of Eligible Salary’
in Employee Administration
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24. 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
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25. View Performance Appraisal Details
in Compensation Workbench
A highlighted icon indicates
that a completed evaluation
is available for viewing.
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26. Advanced Benefits Enhancements in R12
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27. 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
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28. 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
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29. 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
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30. 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
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31. 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
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32. Advanced Benefits Release 12.1
• Enforce Minimum Coverage for Life Events with No Electable
Choices
• Restrict Display of Primary Care Provider
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33. Enforce Minimum Coverage for Life Events with No
Electable Choices
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:
• 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
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34. 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
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35. Life Event Reasons
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36. Individual Compensation Distribution (ICD)
Enhancements in R12
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37. 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
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38. 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
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39. 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
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40. 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”
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41. Compensation Details
• The details of the second award are entered by the manager
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42. 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
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43. ICD Review Page
• After review, the awards are submitted for approval
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44. 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
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45. Input Value Validation
• Input value validation based upon „Level‟ lookup
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46. Search for Employee to Update/Delete Award
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47. Questions & Answers
Speaker:
Jeff Eaton
Email: jeaton@kbace.com
Phone: 603-566-5767
Recording & Presentation:
http://kbace.com/index.php/events/
webinars/online-archives
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