1. Individual Compensation Distribution:
Automated Spot Bonus & Spot Award
Administration and Other Creative Uses
Jeff Eaton
Practice Manager, Compensation & Benefits
1 © 2009 KBACE Technologies, Inc.

2. Agenda
• ICD – An Overview
• Manager Initiated ICD Plans
• ICD Plans for Employees
• Demo of ICD
• Enhanced ICD – New Features for Rel 12.1
• Q&A
2 © 2009 KBACE Technologies, Inc.

3. Individual Compensation Distributions (ICD)
• ICD allows managers and other key employees responsible for
awarding compensation within an enterprise to use Self Service for
distributing awards to qualified employees
• ICD is included with your HR and
Self Service HR license
3 © 2009 KBACE Technologies, Inc.

4. Key Features
• ICD plans allows managers to assign various types of compensation
distributions to employees
• ICD can be used for both one-time and recurring awards, such as
bonuses or allowances to employees
• Seeded approval process sends a notification to the supervisor of the
manager who initiated the transaction
• ICD plans can be setup to handle a variety of business needs such as
• Periodic or spot bonuses, Sponsored allowances, Severance Payments
(Termination with Compensation), Relocation, Sign-on bonus, Other
periodic or recurring awards
4 © 2009 KBACE Technologies, Inc.

5. Manager Initiated ICD Plans
5 © 2009 KBACE Technologies, Inc.

6. Navigation
Custom Function
for Spot Bonus
and Awards ICD
• A function can be linked to one or more plan types
• Creating plans under different plan types allows for greater access
control
• Useful for ICD plans linked to Termination with Compensation
function, as managers may not have access to all of them
• Create a second function which includes all plan types and link that
to HR responsibility
6 © 2009 KBACE Technologies, Inc.

7. Employee Selection
• Managers can pick an employee within his/her hierarchy
• Search function, if enabled allows manager to search for an
employee within his/her security group
• Eligibility profiles can be attached to the ICD plan to restrict award
distribution
• Note that employees will still show up in this screen even if they are not
eligible, but the manager will not be able to allocate awards to such
employees
7 © 2009 KBACE Technologies, Inc.

8. Plan Selection
• Frequency will be Once or Recurring – driven by the
element/standard rate setup
• Display help text and tips using Communication types and Framework
personalizations
• Status will be blank if the employee has never received the award in
the past
• Use view history to view details of past awards
8 © 2009 KBACE Technologies, Inc.

9. View History Page
• If configured, view history will show details of prior awards
• To enable ‘View History’ functionality, configure a standard rate with
the activity type “Additional History Elements”
• Calculation method - “No Standard Values Used”
• Use Compensation category in standard rates to group similar awards
• Note that the Element name (NOT the plan name) will be displayed in the
view history screen. Consider this while naming your elements.
• Hide unused categories from the view history page using framework
personalization
9 © 2009 KBACE Technologies, Inc.

10. Award Allocation Page
10 © 2009 KBACE Technologies, Inc.

11. Award Allocation Page: Key Points
• Use communication types to display help text , policies, and
guidelines
• Can have different text for each plan
• Use framework personalization to change labels, show/hide fields
• Use the rate start date code - “Enterable” so that managers can input
the effective date of the reward
• Variable rate profiles can be used to enforce variable limits based on
employee’s indicative/employment data
11 © 2009 KBACE Technologies, Inc.

12. Award Allocation Page: Key Points
• Define coverage calculation if you need an additional field to capture
award details
• An extra input rule can be used if additional values need to be
calculated and assigned to input values
• Post election edit rule can be used to enforce additional plan rules
• Note that text entered in justification is part of the work flow for that
single transaction and is not stored anywhere
12 © 2009 KBACE Technologies, Inc.

13. Review Page
• Text can be added to the review page using communication types
• Can have different text for each plan
13 © 2009 KBACE Technologies, Inc.

14. Confirmation Page
• Seeded workflow notification goes to the submitting manager’s
supervisor
• Each plan can have its own approval process
• Once submitted for approval, the approver gets a notification
• Element Entries are created only after approval
14 © 2009 KBACE Technologies, Inc.

15. Approval Notification
• Approval notification - Supervisor can Approve, Reject or send it back
requesting more information
15 © 2009 KBACE Technologies, Inc.

16. Element Entry
• Element Entry will be created for the pay period which includes the
award effective date entered by the manager
16 © 2009 KBACE Technologies, Inc.

17. Additional Examples
• Spot Bonus Plan - for rewarding achievements that deserve special
recognition
• Element entry is created with the final approval
• Entry gets processed with the next payroll and employee gets the pay
out
17 © 2009 KBACE Technologies, Inc.

18. ICD for Employees
18 © 2009 KBACE Technologies, Inc.

19. ICD for Employees
• ICD plans can be setup for employees to self-enroll in benefits which
do not need a qualifying life event
• ESPP, Commuter Plan, Parking Plan, etc.
• Refer to metalink note # 335777.1 for step by step instructions on
how to setup function for Employee Self Service
• Using ICD allows you to take the plan(s) outside the main benefit
function
• This leads to simpler benefits design as your main benefit program
has only those plans which follow the general health and welfare
rules
19 © 2009 KBACE Technologies, Inc.

20. Navigation
Custom ICD
function for ESPP
• Function allows employees to access the plan directly from the
main navigator
20 © 2009 KBACE Technologies, Inc.

21. Plan Selection & Enrollment Pages for ESPP
Plan Selection
Page
Enrollment
Page
21 © 2009 KBACE Technologies, Inc.

22. Additional Example - Commuter Plan
22 © 2009 KBACE Technologies, Inc.

23. Demo of ICD
23 © 2009 KBACE Technologies, Inc.

24. Enhanced ICD – New Features for Rel 12.1
24 © 2009 KBACE Technologies, Inc.

25. 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 type 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
25 © 2009 KBACE Technologies, Inc.

26. 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 as a fixed value or using a fast formula
• Search employees and update or delete awards
• Configure action items for compensation plans. This will put
compensation on hold for a person, until the action item is
provided
26 © 2009 KBACE Technologies, Inc.

27. Questions & Answers
Speaker:
Jeff Eaton
Email: jeaton@kbace.com
Phone: 603-566-5767
Recording & Presentation:
http://kbace.com/index.php/events/
webinars/online-archives
27 © 2009 KBACE Technologies, Inc.