Tree Builder Utility

HCSC_TREEBLD_RNCTL

Set Up HRMS, Product Related, Compensation, Utilities, Tree Builder Utility, Tree Builder Utility

Use this page to build trees for your eCompensation Manager Desktop application.

Employee ID

Select the ID of employee from where you want the tree structure to start.

Employment Record

Select the employee record number from where you want the tree structure to start.

Root Value

Enter a root value only if you are using a tree that is not based on the employee ID, like a position-based tree. In this case, the system disables the employee ID fields.

Nearest 1.00

35,122.00

3 percent

1,054

35,122.00 + 1,054 = 36,176.00

Eligible Period

The time between the Earliest Eligible Start Date (1) and the Eligible End Date (3) that a person is eligible.

Full Period

The time between Full Period Start Date (2) and Eligible End Date (3).

Define Rounding Rules

WCS_ROUND_TBL

Set Up HRMS, Product Related, Compensation, Compensation Processes, Define Rounding Rules, Define Rounding Rules

Set up rounding rules to determine calculated funding amounts for funding adjustments and proposed amounts for variable compensation and salary plans.

Define Prorate Rules

WCS_PRORATE_TBL

Set Up HRMS, Product Related, Compensation, Compensation Processes, Define Prorate Rules, Define Prorate Rules

Set up rules for proration analysis and factor calculation.

Effective Date

Select or enter the date the rule becomes effective.

Rounding Method

Select one of these values to indicate the method with which the system should round values that are input and calculated:

• Down

• Nearest

• None

• Up

Rounding Increment

Enter the increment by which you want the system to round input amounts. Rounding increments must be 1000, 500, 100, 50, 10, 5, 1, 0.1, or 0.01.

Currency Code

Select the currency for which you want to apply the rounding rule. The system displays the description to the right of the currency.

Rounding Increment

Enter the rounding increment that you want the system to use for the corresponding currency. Rounding increments must be 1000,500,100,50,10,5,1,0.1, or 0.01.

Effective Date

Select or enter the date the rule becomes effective.

Frequency

Select one of these values to indicate the frequency with which the system should apply the proration rule:

• Daily

• Weekly

• Monthly

Date Indicator

Use this field only when the proration frequency is set to Monthly. Select one of these values to indicate when the system should use the proration rule:

• Day of Month

• End of Month

Day of Month

If you select Day of Month in the Date Indicator field, you must also enter the day on which the proration rule is used. This number cannot be greater than 28.

Include Temporary Time

Select to include the proration rule in calculations involving temporary time. If this check box is deselected, the Regular/Temporary field on the employee's Job Data - Job Information page for which the proration rule is being applied must have an employment status of Regular to be considered eligible.

Include Part Time

Select to include the proration rule in calculations involving part-time pay. If this check box is deselected, the Full/Part field on the employee's Job Data - Job Information page for which the proration rule is being applied must have an employment status of Full-Time to be considered eligible.

Last Increase Date

Select to indicate that the eligibility date for compensation adjustments starts with the date the employee's pay was last increased.

Note. The system uses the Last Increase Date field in conjunction with the fields in the Restart Eligibility Date Action Reasons group box. The last increase date will only restart based on the action reasons that are specified.

Last Hire Date

Select to indicate that the eligibility date for compensation adjustments starts with the date the employee was last hired.

Weekly Minimum Standard Hours

This field is only used when the Include Part Time check box is selected. The system only makes proration calculations on time if the employee is part time and the weekly standard hours are greater than or equal to this number.

Eligible Payroll Statuses

Select the payroll status for which the system should apply the proration rule. You can select multiple statuses by clicking the Add a new row button.

Action and Reason

Select an action and reason to indicate why eligibility should be restarted. The system displays descriptions next to the action and reason that you select. To add multiple actions and reasons, insert additional rows.

Compensation Cycle Definition - General

WCS_ECM_CYC_DEF

Set Up HRMS, Product Related, Compensation, Compensation Processes, Define Compensation Cycles, General, General

Compensation administrators use this page to enter parameters that are not specific to any one salary plan or bonus plan. Parameters include funding period begin and end dates, currency conversion settings, employee group parameter, performance integration settings, help URLs and other settings that control manager self-service.

Note. Performance integration settings could impact funding calculation for a salary plan using a configurable matrix.

Compensation Cycle Definition - Salary

WCS_ECM_CYC_SAL

Set Up HRMS, Product Related, Compensation, Compensation Processes, Define Compensation Cycles, Salary, Salary

Compensation administrators use this page to control the calculations of one or more compensation rate related increases. Examples includes increases based on merit, pay adjustment, promotions, and so on. These parameters may include relevant salary rate codes, calculation rule matrixes, prorated and rounding rules, and applicable action and reason codes.

Compensation Cycle Definition - Awards

WCS_ECM_CYC_AWD

Set Up HRMS, Product Related, Compensation, Compensation Processes, Define Compensation Cycles, Awards, Awards

Compensation administrators use this page to enter parameters for including variable compensation bonus plans in the cycle. Parameters include variable compensation plan and payout period, plan type, and budget calculation type.

Compensation Cycle Definition - Self-Service

WCS_ECM_CYC_MSS

Set Up HRMS, Product Related, Compensation, Compensation Processes, Define Compensation Cycles, Self-Service, Self-Service

This page enables compensation administrators to configure behaviors for the self-service components. Options include the ability to view or hide some of the columns that will be displayed on the Manager Self-Service direct reports grid.

Funding Period Begin and Funding Period End

Enter the beginning and ending dates of the funding cycle. The Funding Period Begin date must be greater than the Funding Period End date. Typically funding periods are a year in length.

Period Description

Enter a description for the funding period.

Cycle Status, Last Update Date/Time, and Last Update User ID

These fields display the status of the cycle, the date that the cycle was last updated, and the user ID of the person who last updated the cycle.

Group ID

Select the group that defines the population of employees for which the cycle applies.

Note. The Compensation Administrator must have access to the group through standard group security. In addition, this component must be included in the Group Component list. The Cycle Definition component should also be added to the default set within group definition.

Tree Set ID

If the tree name is based on a setID (for example department, location, and so on) select one using the Lookup button. If the tree is not based on a setID, this field is not required.

Tree Name

Select the tree that is used as the basis for structuring the organizational hierarchy within the Manager Self-Service component.

Tree Effective Date

Select the effective date of the tree you selected in the Tree Name field.

Default Manager Role

Select one of the values from the drop-down list menu to indicate the hierarchy that you want the cycle to be based on. Values include:

• Position Incumbent (Rpts To)(reports to)

• Department Position Nbr

• Manager ID

• Supervisor ID

• None

Note. If you do use this field, the Calculation and Build process populates the Cycle Access table with the appropriate employee ID and sets the role to Manager. The Cycle Build process only defaults to the Cycle Access table with Submitter role access, which is based on the Default Manager Role setting. The compensation administrator can enter additional cycle role access.

Tree Node Label

Enter a description for the tree node associated with the compensation cycle.

Planning Currency

Select the currency code that you want to use from the currency code table.

Conversion As Of Date

Enter the date that you want the system to convert the currency that you are using for this cycle. The underlying market rate tables must be fixed from the point that compensation is calculated within the cycle.

Rate Type

Select the rate type that you want to use for the cycle.

Market Rate Index

Select a value from the Rate Index table to indicate the index you want the system to use to calculate the conversion of the currency.

Source Data

If you are integrating information from eCompensation Manager Desktop with a Performance application, select the appropriate application: Values include:

• PeopleSoft ePerformance

• Other

• None

Note. If you select Other, it is the your responsibility to populate the PS_WCS_EP_APPR table

Period Begin Date and Period End Date

Enter the date range for performance documents.

Document Type

Select the appropriate performance document type.

Use Rating

Select the use rating that you are using in your ePerformance application.

Increase Effective Date

Enter the date when you want any proposed compensation changes to be effective. This date must be on or after the Funding Period Begin Date.

New Hire Eligibility Date

Enter the date when new hires are eligible for compensation changes. This date must be on or after the Funding Period Begin Date

Rate Code and Description

Select the rate code that you want to use for changes to compensation. The system automatically fills in the description after you select the rate code.

Note. The system allows you to add rows to enable you to add multiple rate codes. However, an employee can only have one compensation rate code adjusted during the Compensation Cycle process.

Plan

Enter a description for the salary plan that you want managers to see on the Manager Self-Service pages.

Plan Sequence

Enter a number to indicate the order in which you want the system to display salary plans within the self service pages for the compensation cycle.

Rounding Rule

Select the rounding method that you want to use for the salary plan.

Use Configurable Matrix

Select this check box if you plan to use a configurable matrix to calculate funding information. If you select this check box, the system makes the Funding Percent, Minimum Percent, and Maximum Percent fields unavailable for entry.

Matrix ID

Select the matrix that you want to use to drive the funding calculation.

See Defining Salary Increase Guidelines Using a Configurable Matrix.

Funding Percent

Enter the total funding percent by which you would allow a manager to adjust salaries in their department.

Minimum Percent

Enter the minimum percent by which you would allow a manager to adjust an employee's salary.

Maximum Percent

Enter the maximum percent by which you would allow a manager to adjust an employee's salary.

Discretionary

Select this check box if you want to enable managers to override the calculated funding amount.

Default Proposal to Funded

Select this check box to set the default proposal to the calculated funded amount.

Use Prorate Exception Table

Select this check box if you want to use information from the Prorate Exception (WCS_PRO_EXC_TBL) table in the build process. If there is no entry in the Prorate Exception Table, the build process sets the prorate factor to 1.

Note. If you select this check box, the system makes the Proration Rule, Earliest Eligible Start Date, Full Period Start Date, and Eligible End Date fields unavailable for entry.

Proration Rule

Select the proration rule that you want to use for salary increases or adjustments. The values that you are able to select come from the Prorate ID table (WCS_PRORATE_ID).

Earliest Eligible Start Date, Full Period Start Date, and Eligible End Date

Enter the begin and end dates to which the proration period applies. These fields are required if you specify a proration rule. Typically, this period is for the year prior to the funding period.

See Understanding Proration Calculation Rules.

Sequence

Enter a number to control the order that you want the system to load the action reason for the plan when updates are run.

Action

Select an action from the Action table.

Reason

Select a reason from the Action Reason table.

Display As

Enter a description for the action that you want managers to see when they access the Manager Self-Service page.

Default

Select the action that you want to use as a default on the Manager Self-Service page. You must select only one action for the plan.

Variable Compensation Plan

Select a plan from the Variable Compensation Plan table.

Payout Period

Select a payout period from the Variable Compensation Payout Period table.

Note. The payout period has to be within the start and end date of the cycle period to be added to the definition.

Award Type

Select an award type. Values include:

• Cash

• Non-Cash

• Stock

The system derives these default values from the variable compensation plan types:

• Cash: Discretionary (D), Goal Sharing (G) or Profit Sharing (P).

• Stock: ISO (I), NSAR (K), NQ (Q), RSA (R) or ISAR (S).

• Non-Cash: Non-Monetary (N) or Other (O).

Display As

Enter a description for the award plan that you want managers to see on the Manager Self Service page.

Funding Calculation

Select the type of funding calculation that you want the system to use for the variable compensation plan. Values are VC Calc and Manual.

Note. If you select VC Calc the funding is defaulted to the award amounts that are calculated by variable compensation at the employee level. If you select Manual the compensation administrator will have to manually allocate a funding amount for each group node for the variable compensation plan.

Discretionary

Select this check box if you want to enable managers to override the calculated funding amount. If you selected Manual as the Funding Calculation method for the VC plan, you must select this check box.

Default Proposed

Select this check box if you want the system to default the plan to the proposed amount to the calculated variable compensation amount or the manually funded amount for each employee. If you do not select this check box, the system displays 0.00 as the proposed amount.

Rounding Rule

Select the rounding rule that you want the system to use to calculate award amounts. If you do not specify a rounding rule, the system sets all rounding of the funded and proposed amounts to 2 decimals.

Enable Currency Conversion

Select to enable currency conversion on the Manager Self-Service Direct Reports Detail page.

Enable Indirect Report Updates

Select to enable updates to information for indirect reports on the Manager Self-Service Direct Reports Detail page.

When this check box is selected, the system provides updates to employee information that is one level down from the node to which the manager has Submitter role access.

Display Award History

Select to display award history on the Manager Self-Service Direct Reports Detail page.

Enable Notepad

Select to enable the notepad on the Manager Self-Service Direct Reports Detail page. The notepad is used primarily for manager comments.

Enable Role Delegation

Select to enable a manager to delegate their compensation role responsibilities to another manager or employee.

Enable Approvals Workflow

Select to enable the system to generate approval workflows for managers and employees participating in the compensation cycle.

Note. When Enable Approvals Workflow is selected, the Confirmer role is not available in the Access Type drop down list box on the Administer Cycle Roles page.

Process ID and Definition ID

Select the process ID and definition ID that you want to use to generate approval workflow. These IDs are entered on the Setup Process Definitions page (select Set Up HRMS, Common Definitions, Approvals, Approvals Setup Center, Setup Process Definitions).

See Setting Up Approval Process Definitions.

Display Type

Select the type of grid that you want the system to display on the Manager Self-Service page. The system displays the fields associated with the grid you selected. Values include:

• Awards Grid

• Salary Grid

• Worker Detail

Field

Displays the name of the field associated with the grid you selected.

Select

Select the check boxes associated with the fields that you want to appear within the information grid on the Manager Self-Service - Direct Reports Detail page.

Discretionary and Description

Select the text that you want to appear for the field on the Manager Self-Service pages. The system displays the description to the right of the Discretionary field. If you populate the Discretionary field, the system overrides the Manager Self-Service component with the field label from the corresponding value found in the text catalog.

Note. You will need to provide the discretionary label values by setting them up in the HR Text Catalog in order to see them listed as part of the prompt. We provide a structure within the HR Text Catalog where you can create these values.

See Configuring the Text Catalog.