Setting Up the Total Compensation Reporting Structure

This chapter provides an overview of tools and discusses how to:

Define rollup categories.
Define compensation sources.
Define compensation IDs (comp IDs) and map extract data.
Map benefits and deductions.
Map taxes.
Map earnings codes.
Map multiple components.
Map variable compensation.
Set up the Compensation Tree.

Understanding Tools

Before beginning the setup process, familiarize yourself with these tools:

Cube Manager
Tree Manager
Group Build

Note. Cube Manager integrates with two third-party online analytical processing (OLAP) tools, Arbor Essbase and Cognos PowerPlay.

See Also

PeopleTools PeopleBook: Cube Manager

PeopleTools PeopleBook: Tree Manager

Defining Rollup Categories

To set up rollup categories, use the Roll-up Categories (TC_CATEGORY) component.

This section provides an overview of the predefined rollup categories and discusses how to define rollup categories.

Understanding the Predefined Rollup Categories

Total compensation rollup categories are the nodes and leaves of the Compensation Tree because they group the compensation IDs together. They are key elements in the reporting structure because they define how the compensation data is organized and rolled up. This determines the structure of the results.

You define rollup categories by defining:

The nodes and leaves of the Compensation Tree.
The Compensation Tree itself.

Note. It is possible to define compensation IDs and rollup categories as you build the Total Compensation Tree (TC Tree).

The PeopleSoft predefined rollup categories for the Compensation Tree are listed in this table. You can select or modify these categories, or create categories that reflect your organization’s compensation plan. If you add a category on the Rollup Category page, you use the PeopleSoft Tree Manager to add it to the Compensation Tree.

Category Name	Description	Category Name	Description
ADD	ADD Plan	KAISER	Kaiser Medical
ALLOWANCES	Employee Allowances	LEAVE	Leave Plan
BAS-LIFE	Basic Life	LIFE	Life Insurance
BASEPAY	Base Pay Earnings rollup	LTD	Long Term Disability
BCBS	Blue Cross Medical	MEDICAL	Medical
BENEFITS	Benefits Compensation rollup	OTHER	Other Compensation
DENTAL	Dental Benefits Programs	PAIDTMOFF	Paid Time Off
DEP-LIFE	Dependent Life Insurance	PROGCRD	Benefit Program Credit
DISABILITY	Disability	SAVINGS	Savings Plan
EARNINGS	General Earnings rollup	SICK	Sick Plan
FSA	FSA Plan	STD	Short Term Disability
FSA-DEP	FSA Dependent Care	SUPP-LIFE	Supplemental Life Insurance
FSA-HEALTH	FSA Health	TAXES	Employer Paid Taxes
GEN-DED	General Deductions	TOTALCOMP	Total Compensation Rollup
HEALTH	Health Benefit Plans rollup	VACATION	Vacation Leave Plan
INCENTIVE	Incentive Pay	VISION	Vision Plan

Page Used to Define Rollup Categories

Page Name	Object Name	Navigation	Usage
Rollup Category	TC_CATEGORY	Set Up HRMS, Product Related, Compensation, Total Compensation, Roll-up Category	Define additional rollup categories for the Compensation Tree.

Defining Compensation Sources

To define compensation sources, use the Compensation Source (TC_COMP_SOURCE) component.

This section provides an overview of predefined compensation sources and discusses how to define compensation sources.

Understanding Predefined Compensation Sources

HRMS has already associated a predefined set of compensation sources with the extract programs used to retrieve the data. The way the sources are mapped determines the extracts that are run. For example, benefits data is mapped to benefits and deductions.

The Compensation Source page is used mostly for ad hoc awards, for which no extraction is necessary.

You define compensation sources by:

Defining the additional compensation sources, such as ad hoc awards.
Adding and modifying the compensation IDs.

The predefined compensation sources are listed in this table, with the associated extract programs and maps.

Warning! Do not modify the predefined compensation sources. PeopleSoft cannot guarantee the results if you modify the predefined sources.

Comp Source	Source Application	Source Type	Extract Program	Mapping
BENEFITS	Benefits Administration	Extract	HR_TCBENEF	Benefits and Deductions
COMP	Human Resources	Extract	HR_TCMCOMP	Components of pay are extracted and mapped to compensation IDs using the delivered mapping multiple components of pay (MCOP).
VARCOMP	Human Resources	Extract	HR_TCVCOMP	Earnings and Var Comp Programs
PAYDEDUCT	Payroll for North America	Extract	HR_TCPYDED	Benefits and Deductions
PAYEARNS	Payroll for North America	Extract	HR_TCPYERN	Earnings
PAYTAX_CAN	Payroll for North America	Extract	HR_TCPYTAX	Taxes - Canada
PAYTAX_US	Payroll for North America	Extract	HR_TCPYTAX	Taxes - USA

Page Used to Define Compensation Sources

Page Name	Object Name	Navigation	Usage
Comp Source (compensation source)	TC_COMPSOURCE	Set Up HRMS, Product Related, Compensation, Total Compensation, Compensation Source, Comp Source	Define additional sources of total compensation data, such as ad hoc worker or ad hoc organization awards. Do not modify any existing sources.

See Also

Adding and Modifying Compensation IDs

Defining Compensation Sources

Access the Comp Source page.

Source Type

Select from the list of values. Extract refers to the predefined compensation sources because they map to Application Engine extract programs.

If you add compensation sources for ad hoc worker or organizational rewards, select Ad-Hoc Emp or Ad-Hoc Org. The data from these sources directly enters into the data warehouse and won’t need to be extracted.

Amount Type

Select either Comp Amt (compensation amount) or Payroll Amt (payroll amount). Use the amount type to qualify the data being extracted or added. This way, you can ensure that there is no double accounting between the compensation amounts extracted from HR and the payroll amounts.

If the source type is Extract and the extract program is one of the payroll extracts, the Amount Type field is unavailable and is set to Payroll Amt.

If the source type is Extract and the extract program is one of the benefit extracts, the Amount Type field is unavailable and is set to Comp Amt.

If the source type is Ad-Hoc Org or Ad-Hoc Emp, the Extract Program field is unavailable.

Extract Program

This is normally unavailable for selection. Ad hoc entries don’t need extractions.

If you select Extract as the source type, the Extract Program field is available. You have already defined the extract program name for each predefined compensation source. This is the name of the Application Engine extract process that extracts data from the HRMS system and puts it in the data warehouse.

Map Based On

If you entered a source type of Ad Hoc Emp or Ad Hoc Org, then indicate No Mapping.

See Understanding Predefined Compensation Sources.

See Also

Understanding Compensation IDs

Defining Compensation IDs and Mapping Extract Data

To define compensation IDs and map extract data, use the Compensation Definition (TC_COMP_DEFN) component.

This section provides overviews of compensation IDs and compensation mapping and discusses how to:

Add and modify compensation IDs.
Map compensation IDs.

Understanding Compensation IDs

Your company’s Compensation Tree is made up of a number of compensation IDs. PeopleSoft provides predefined compensation IDs. You modify these or create new ones according to the way your company handles compensation. If you give ad hoc awards to workers or organizations, you must create compensation IDs for those awards.

As discussed in the previous section, you associate a comp ID with both the compensation sources and the extract process that retrieves the data from the source.

After you have determined the predefined comp IDs that you need to modify:

Modify the comp IDs or add new comp IDs.
Map new comp IDs to their compensation sources.

You may need to access an additional page to complete the mapping.

See Defining Compensation Sources.

Predefined Compensation IDs

This table lists the predefined comp IDs and their mapping.

Comp ID	Mapping (Sources)	Comp ID	Mapping (Sources)
ADD-CR	Benefits and Deductions	STD-CR	Benefits and Deductions
ADD-EE	Benefits and Deductions	STD-EE	Benefits and Deductions
ADD-ER	Benefits and Deductions	STD-ER	Benefits and Deductions
BS-LIFE-CR	Benefits and Deductions	SUP-LIF-CR	Benefits and Deductions
BS-LIFE-EE	Benefits and Deductions	SUP-LIF-EE	Benefits and Deductions
BS-LIFE-ER	Benefits and Deductions	SUP-LIF-ER	Benefits and Deductions
BS-LIFE-TX	Benefits and Deductions	VACN-EE	Benefits and Deductions
DENTAL-CR	Benefits and Deductions	VISION-CR	Benefits and Deductions
DENTAL-EE	Benefits and Deductions	VISION-EE	Benefits and Deductions
DENTAL-ER	Benefits and Deductions	VISION-ER	Benefits and Deductions
DEP-LIF-CR	Benefits and Deductions	BASEPAY	Earnings
DEP-LIF-EE	Benefits and Deductions	FMLA_PAY	Earnings
DEP-LIF-ER	Benefits and Deductions	HOLIDAY	Earnings
FSA-DEP-EE	Benefits and Deductions	HOLIDAY_FL	Earnings
FSA-EE	Benefits and Deductions	INCENTIVE	Earnings
GEN-LOAN	Benefits and Deductions	JURY_DUTY	Earnings
GEN-PARK	Benefits and Deductions	PROG-CREDT	Earnings
LEAVE-EE	Benefits and Deductions	VAC/SICK	Earnings
LEAVE-V-EE	Benefits and Deductions	BASE_FLAT	Multiple Components
LTD-CR	Benefits and Deductions	BASE_HR	Multiple Components
LTD-EE	Benefits and Deductions	BASE_PCT	Multiple Components
LTD-ER	Benefits and Deductions	BASE_PTS	Multiple Components
MED-BCB-CR	Benefits and Deductions	NON_BS_FLT	Multiple Components
MED-BCB-EE	Benefits and Deductions	NON_BS_HR	Multiple Components
MED-BCB-ER	Benefits and Deductions	NON_BS_PCT	Multiple Components
MED-KS-CR	Benefits and Deductions	NON_BS_PTS	Multiple Components
MED-KS-EE	Benefits and Deductions	BASEPAY	No Mapping
MED-KS-ER	Benefits and Deductions	ER_PAID_TX	Taxes - United States
PROG-CREDT	Benefits and Deductions	FICA	Taxes - United States
SAV-EE-AT	Benefits and Deductions	EMP_PEN_TX	Taxes - Canada
SAV-EE-BT	Benefits and Deductions	ER_PAID_TX	Taxes - Canada
SAV-ER-AT	Benefits and Deductions	INCENTIVE	Var Comp
SAV-ER-BT	Benefits and Deductions	None	None

Understanding Compensation Mapping

This table lists the mapping field values and the associated pages. Use the pages to select the information to extract into the data warehouse as part of the comp ID. To access these pages, click the Go To Mapping link on the Compensation Mapping page.

Mapping Field Value	Object Name	Compensation Mapping Page Name
Ben/Deduct	TC_MAP_BENEFIT_SEC	Benefits Mapping
CAN Taxes	TC_MAP_TAX_CAN_SEC	Canadian Taxes Mapping
Earnings	TC_MAP_EARN_SEC	Earnings Code Mapping
MCOMP	TC_MAP_EARN_SEC	Multiple Components Mapping
No Mapping	None	(No mapping)
USA Taxes	TC_MAP_TAX_SEC	U.S. Taxes Mapping
VComp	TC_MAP_VCOMP_SEC	Variable Compensation Mapping

Pages Used to Define Compensation IDs

Page Name	Object Name	Navigation	Usage
Compensation Definition	TC_COMP_DEFN	Set Up HRMS, Product Related, Compensation, Total Compensation, Compensation ID, Compensation Definition	Add or modify compensation IDs.
Compensation Mapping	TC_COMP_MAP	Set Up HRMS, Product Related, Compensation, Total Compensation, Compensation ID, Compensation Mapping	Map new comp IDs to their compensation sources.
Benefits and Deduction Mapping	TC_MAP_BENEFIT_SEC	Set Up HRMS, Product Related, Compensation, Total Compensation, Compensation ID, Compensation Mapping Select Ben/Deduct in the Mapping field, and then click Go to Mapping.	Map new compensation IDs to benefits and other deductions.
Canadian Taxes Mapping U.S. Taxes Mapping	TC_MAP_TAX_CAN_SEC TC_MAP_TAX_SEC	Set Up HRMS, Product Related, Compensation, Total Compensation, Compensation ID, Compensation Mapping Select CAN Taxes or USA Taxes in the Mapping field, and then click Go to Mapping.	Map new compensation IDS to Canadian or USA taxes.
Earnings Mapping	TC_MAP_EARN_SEC	Set Up HRMS, Product Related, Compensation, Total Compensation, Compensation ID, Compensation Mapping Select Earnings in the Mapping field, and then click Go to Mapping.	Map new compensation IDs to earnings.
Multiple Components Mapping	TC_MAP_MCOMP_SEC	Set Up HRMS, Product Related, Compensation, Total Compensation, Compensation ID, Compensation Mapping Select MCOP in the Mapping field, and then click Go to Mapping.	Map new compensation IDs to multiple components.
Variable Compensation Mapping	TC_MAP_VCOMP_SEC	Set Up HRMS, Product Related, Compensation, Total Compensation, Compensation ID, Compensation Mapping Select Var Comp in the Mapping field, and then click Go to Mapping.	Map compensation IDs to variable compensation plans.

Adding and Modifying Compensation IDs

Access the Compensation Definition page.

Compensation Type

Indicate by selecting from the list of values.

Direct: Cash payment awards such as base pay, shift differentials, profit sharing, incentive pay, and bonuses.

Indirect: Non-cash compensation awards such as company-paid medical, dental, vision, disability, life insurance, holiday leave, vacation leave, sick leave, and worker services and privileges (club memberships, parking, holiday gifts).

Organizational Cost

Specify whether this type is employer paid or worker paid. This ensures that the costs are not counted twice on the Employee Benefits statement.

Select Yes when the cost is employer paid. Select No when the cost is worker paid. When you select No, the system does not total organizational costs.

EE Compensation Total (employee compensation total)

Select Yes or No to indicate whether the system should include the comp ID value in calculating the employee compensation total.

Selecting Yes indicates that the comp ID is considered part of the worker’s total compensation. Selecting No indicates that the comp ID is not part of the worker’s total compensation, but it is still a cost that you want to track.

Mapping Compensation IDs

Access the Compensation Mapping page.

Mapping

Select a value:Ben/Deduct, CAN Taxes, Earnings, MCOP, No Mapping, USA Taxes, Var Comp.

The value that you select determines which extract program retrieves the specified comp ID. For example, you cannot specify earnings and expect benefits data in the results.

For an ad hoc comp ID, select No Mapping.

Comp Source (compensation source)

Select from the translation list. The available values are based on the value that you select in the Mapping field.

Amount Type

The available values are limited based on the value that you select in the Comp Source field.

Go To Mapping

Click this link to access pages where you can view or modify details pertaining to the results returned by the extract program. The available pages depend on the value that you select in the Mapping field.

Mapping Benefits and Deductions

Access the Benefits and Deduction Mapping page.

Plan Type

Select from the list of values, which come from the Benefits Plan table. To include multiple plan types, insert additional rows.

Benefit Plan

Select from the list of values, which come from the Benefit/Deduction Program table.

Deduction Classification

Select from the list of values, which come from the Deduction table.

Sales Tax Type

Select from the list of values.

Deduction Code

Select from the list of values, which come from the Deduction table.

Description

When you press the tab key to move past the Deduction Code field, its description appears.

Cost Type

Select Credit or Price.

(CAN) Mapping Taxes

Access the Canadian Taxes Mapping page.

Canadian Tax Class

Select from the list of values. To map to multiple classes, insert additional rows.

(USA) Mapping Taxes

Access the U.S. Taxes Mapping page.

Tax Class

Select from the list of values. To map to multiple classes, insert additional rows.

Mapping Earnings Codes

Access the Earnings Mapping page.

Earnings Code

Select from the list of values, which come from the Earnings Code Table. To map multiple codes, insert additional rows.

Mapping Multiple Components

Access the Multiple Components Mapping page.

Rate Code	Select from the list of values.
Comp Base Pay Switch (compensation base pay switch)	Indicates whether a component of pay is included in the Base Pay calculation for a worker.
Rate Code Class	Appears only when the rate code is associated with a rate code class.

See Also

PeopleSoft Enterprise Human Resources 8.9 PeopleBook: Administer Compensation

Mapping Variable Compensation

Access the Variable Compensation Mapping page.

VC Plan ID (variable compensation plan ID)

Select from the list of values, which come from the Variable Compensation Plan Table.

Setting Up the Compensation Tree

PeopleSoft Enterprise HRMS comes with a predefined Compensation Tree. Use PeopleSoft Tree Manager to manipulate the tree. Remember that the Compensation Tree dictates the structure of the data warehouse and the way data is rolled up.

Note. You must set up your tree—that is, arrange the comp IDs and rollup categories—before you run any of the extract programs. If you do not, the joins fail and no data is extracted from the data warehouse.

This screenshot shows the predefined Compensation Tree:

See Also

PeopleTools PeopleBook: Tree Manager

Source Type	Select from the list of values. Extract refers to the predefined compensation sources because they map to Application Engine extract programs. If you add compensation sources for ad hoc worker or organizational rewards, select Ad-Hoc Emp or Ad-Hoc Org. The data from these sources directly enters into the data warehouse and won’t need to be extracted.
Amount Type	Select either Comp Amt (compensation amount) or Payroll Amt (payroll amount). Use the amount type to qualify the data being extracted or added. This way, you can ensure that there is no double accounting between the compensation amounts extracted from HR and the payroll amounts. If the source type is Extract and the extract program is one of the payroll extracts, the Amount Type field is unavailable and is set to Payroll Amt. If the source type is Extract and the extract program is one of the benefit extracts, the Amount Type field is unavailable and is set to Comp Amt. If the source type is Ad-Hoc Org or Ad-Hoc Emp, the Extract Program field is unavailable.
Extract Program	This is normally unavailable for selection. Ad hoc entries don’t need extractions. If you select Extract as the source type, the Extract Program field is available. You have already defined the extract program name for each predefined compensation source. This is the name of the Application Engine extract process that extracts data from the HRMS system and puts it in the data warehouse.
Map Based On	If you entered a source type of Ad Hoc Emp or Ad Hoc Org, then indicate No Mapping. See Understanding Predefined Compensation Sources.

Mapping	Select a value:Ben/Deduct, CAN Taxes, Earnings, MCOP, No Mapping, USA Taxes, Var Comp. The value that you select determines which extract program retrieves the specified comp ID. For example, you cannot specify earnings and expect benefits data in the results. For an ad hoc comp ID, select No Mapping.
Comp Source (compensation source)	Select from the translation list. The available values are based on the value that you select in the Mapping field.
Amount Type	The available values are limited based on the value that you select in the Comp Source field.
Go To Mapping	Click this link to access pages where you can view or modify details pertaining to the results returned by the extract program. The available pages depend on the value that you select in the Mapping field.

Plan Type	Select from the list of values, which come from the Benefits Plan table. To include multiple plan types, insert additional rows.
Benefit Plan	Select from the list of values, which come from the Benefit/Deduction Program table.
Deduction Classification	Select from the list of values, which come from the Deduction table.
Sales Tax Type	Select from the list of values.
Deduction Code	Select from the list of values, which come from the Deduction table.
Description	When you press the tab key to move past the Deduction Code field, its description appears.
Cost Type	Select Credit or Price.