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Managing Individual

Compensation
Distribution Plans with
Oracle HRMS
March 30th, 2001

Enabling the Information Aget


Release 11i4
Copyright E March 2001 Oracle Corporation
All rights reserved. Printed in the U.S.A.
Authors: Denise Wollenberg, Ty Hayden, Keith Ekiss, Andrew G Moran
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Contents

Individual Compensation Distribution Plans: Overview . . 1


Setting Up Individual Compensation Distribution Plans . . . 2
Defining Individual Compensation Distribution Plans . . . . 3
Define the Individual Compensation Distribution Plan . . . . 3
Define Enrollment Requirements for the Plan . . . . . . . . . . . . 5
Set Up Activity Rates for the Plan . . . . . . . . . . . . . . . . . . . . . . . 7
Entering People for Test Purposes . . . . . . . . . . . . . . . . . . . . . . 9
Closing Enrollments for Individual Compensation
Distribution Plans . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Configuring SelfService Menus for Individual Compensation
Distribution Plans . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Updating the SelfService Menu for Individual Compensation
Distribution Plans . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Updating the Workflow Approval Process for Individual Com-
pensation Distribution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Setting Up SelfService Human Resources Web Pages . . . . . 16
Regions, Instruction Text, Tips, Tables, and Messages . . . . . . 19
Individual Compensation Distribution Web Pages . . . . . . . . 19
Plan Selection Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Compensation Details Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Compensation Review Page . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Compensation Confirmation Page . . . . . . . . . . . . . . . . . . . . . . 20

Contents i
Individual Compensation Distribution Plans: Overview
Using Oracle HRMS, you can give managers throughout your
enterprise the authority and ability to assign onetime or recurring
awards, bonuses, and allowances to qualified employees and other
individuals using Oracle SelfService Human Resources.
As a compensation manager, you set up individual compensation
distribution plans to define the components of an award or allowance.
Line managers in your enterprise then use the selfservice interface to
assign the awardsetting the start and end date of the
distributionwhile the backoffice maintains control of the plans
administration.
Using elements, you can process the distributions through Oracle
Payroll. For recurring distributions, you can define the distribution
end date, or, using FastFormula, enforce the total maximum
distribution you allow in a period.
Security features in Oracle HRMS ensure that managers can assign a
distribution only to employees and contractors within their security
profile. Participant eligibility profiles offer a further way to limit
distributions to eligible employees based on a range of criteria, such as
assignment status.
Oracle SelfService HR delivers a default workflow approval process
that automatically sends a notification to the supervisor of a manager
who distributes an award. The managers supervisor can either
approve or reject the distribution.

Individual Compensation Distribution Plans 1


Setting Up Individual Compensation Distribution Plans

Follow these steps to set up individual compensation distribution plans.

" To set up individual compensation distribution plans:


1. Define your individual compensation distribution plans.
Use the features of Standard and Advanced Benefits (depending on
your product license) to define the components of an individual
compensation distribution plan.
See: Defining Individual Compensation Distribution Plans: page 3
2. Configure the SelfService menu, if required.
You can use the selfservice menu seeded with the application, or
your system administrator can configure the menu to group plans
by plan type.
See: Configuring SelfService Menus for Individual Compensation
Distribution Plans: page 12
3. Update the seeded workflow approval process, if required.
By default, an individual compensation distribution assigned to a
person by a manager must be approved by a manager one level up
in the distributing managers supervisor hierarchy as defined on the
Assignment window.
You can change the workflow approval process so that the
distributing manager can add approvers, or you can choose to
disable routing so that the workflow process does not require an
approval.
See: Updating the Workflow Approval Process for Individual
Compensation Distribution: page 14
4. Configure selfservice web pages and system messages.
You can configure the instruction text, tips, messages, and other user
interface components of the selfservice web pages.
See: Setting Up SelfService Human Resources Web Pages: page 16
See: Regions, Instruction Text, Tips, Tables, and Messages: page 19

2 Managing Total Compensation Using Oracle HRMS


Defining Individual Compensation Distribution Plans
You can use Oracle HRMS to set up a variety of individual
compensation distribution plans, such as:
Periodic or spot bonuses
Commissions
Service awards
Sponsored allowances
Resettlement compensation
Severance payments
Stock option grants
Other periodic or recurring awards
As a compensation and benefits administrator, you define an individual
compensation distribution plan using the features of Oracle Standard
Benefits or Oracle Advanced Benefits.
A line manager issues the compensation distribution to the employee
through Oracle SelfService Human Resources. You can also issue a
distribution through the professional forms user interface, using the
Miscellaneous Enrollment window.

Define the Individual Compensation Distribution Plan


Use the Oracle HRMS professional forms interface to set up an
individual compensation distribution plan and any options in the plan.
You can group similar plans into plan types. If necessary, define
participant eligibility profiles to limit the participants who are eligible
for a plan or option.

" To define individual compensation distribution plans:


1. Set your effective date.
2. Define the Plan Year start and end dates for the compensation plan.
Set up several plan years to account for future plan years.
See: Defining a Program or Plan Year Period, Managing Total
Compensation Using Oracle HRMS
3. Optional: define a participant eligibility profile to control eligibility
for the compensation plan.
If you do not define a participant eligibility profile, the application
finds all employees and contractors reporting to the manager
eligible for the distribution.

Individual Compensation Distribution Plans 3


Note: Set the participant eligibility profile status to active if you
define a profile.
See: Defining an Eligibility Profile, Managing Total Compensation
Using Oracle HRMS
4. Set up one or more Plan Types to group the compensation plans you
administer.
If you define a plan type for each group of plans you administer
(Bonus, Allowance, Severance), your system administrator can set
up a selfservice menu option for each plan type.
See: Configuring SelfService Menus for Individual Compensation
Distribution Plans: page 12
Select an Option Type of Individual Compensation Distribution to
enable a manager to distribute the award through the selfservice
interface. Select a different Option Type if you only want the
plans and options in the plan type to display in the Miscellaneous
Enrollment window and not in the selfservice interface.
See: Defining Plan Types, Managing Total Compensation Using Oracle
HRMS
5. Optional: define the options in the compensation plan.
Use options when there is a logical grouping of choices within a
plan, such as a car registration plan with options of BMW, Honda,
and Ford. For bonus plans, severances, and allowances, set up each
compensation type as a separate plan.
Enter a userfriendly option name to display in the selfservice
web page.
Select the corresponding plan type of each option.
See: Defining Options, Managing Total Compensation Using Oracle
HRMS
6. Define the individual compensation distribution plan.
Enter a userfriendly plan name to display in the selfservice web
page.
Select the plan type of the plan.
Set the plan status to active. You can update the status to inactive
if you need to temporarily disable the plan.
Select a Plan Usage code of May Not Be In a Program.
In the Not in Program tabbed region of the Plans window:
Enter a sequence number that indicates the order in which the
plan displays in the selfservice web page relative to other plans

4 Managing Total Compensation Using Oracle HRMS


in the plan type. Leave gaps in your sequence numbers (10, 20,
30) so you can add plans at a later date, if necessary.
Select the currency of the plan for monetary distributions. You do
not select a currency for nonmonetary allowances, such as
company car registration.
Select the activity reference period of the payroll you use to
process the distribution.
Select an enrollment rate/frequency of Per Pay Period.
See: Defining a Benefits Plan, Managing Total Compensation Using
Oracle HRMS
7. Link the Plan Years to the plan you defined in Step 6.
See: Maintaining Plan Related Details, Managing Total Compensation
Using Oracle HRMS
8. If you defined options in Step 5, link the options to the plan.
Set the status for each option to active. You can update the status
to inactive if you need to temporarily disable an option.
If you defined a participant eligibility profile in Step 3, you can
link the profile to the planif eligibility criteria is the same for all
options in the planor to an individual option in the plan.
See: Associating Options with a Plan, Managing Total Compensation
Using Oracle HRMS

Define Enrollment Requirements for the Plan


You use the Plan Enrollment Requirements window to control the
enrollment method for an individual compensation distribution plan.
You can also set up required certifications that the individual must
provide before Oracle Payroll distributes the award.

" To define plan enrollment requirements:


1. Define enrollment requirements for the plan.
Query the plan you defined in step 6 above.
Select an enrollment method of Explicit.
Required: Check the Allows Unrestricted Enrollment check box.
2. Select a date code to indicate when the award or other benefit starts
and ends for the participant.
Select a Coverage Start Date code of Enterable to let the manager
enter the start date when he or she assigns the award. Use this

Individual Compensation Distribution Plans 5


code if the compensation plan provides a level of coverage, and
you do not define an activity rate.
Select a Coverage Start Date code of Effective Date if you use
activity rates.
Note: You can select Coverage Start Date codes other than
Enterable, or Effective Date; however, these codes are the most
commonly used.
Required: select a Coverage End Date code of 1 Day Before
Event.
See: Defining Enrollment Requirements for Not in Program Plans,
Managing Total Compensation Using Oracle HRMS
3. Select a date code to indicate when an activity rate starts and ends
for the participant.
Select Enterable if the manager can select the rate start date.
Otherwise, select the effective date.
Select an Activity Rate End Date code of 1 Prior or Enterable for
recurring awards. This codes lets the manager enter the end date
of the distribution.
Select an Activity Rate End Date code of 1 Day Before Event for
nonrecurring distributions.
4. Optional: for Advanced Benefits users, link one or more
certifications to the plan if you request or require certification or
documentation from the participant before you make the
distribution.
A system administrator can add certifications to the application
using the Lookup Type BEN_ENRT_CTFN_TYP.
For example, a severance plan may require the employee to return a
signed form before you pay the severance.
Note: If you require a certification, the application suspends the
payroll distribution of the award until you record receipt of the
certification.
See: Defining Certifications for Enrollment in a Plan, Managing Total
Compensation Using Oracle HRMS
See: Defining an Action Item Due Date (Advanced Benefits),
Managing Total Compensation Using Oracle HRMS
5. Optional: for Advanced Benefits, you can define communication
types that the application generates for the participant, such as a
distribution confirmation or a suspended distribution notice.

6 Managing Total Compensation Using Oracle HRMS


You set up a system extract to write the applicable information from
the communication type to a text file.
See: Defining Communication Types, Managing Total Compensation
Using Oracle HRMS

Set Up Activity Rates for the Plan


You set up activity rates to define the amount of a distribution (for fixed
rate distributions) or to indicate that a manager enters the distribution
amount when assigning the award in the selfservice web page.
Note: As a prerequisite, define the corresponding elements you
use to record distributions. Create an open element link for each
element. Query the element in the Element Link window and
save the record without selecting any assignment links.

" To set up activity rates for a plan:


1. Optional: set up an activity rate for an individual compensation
distribution plan or option in the following cases:
The award or allowance does not provide coverage.
You offer a monetary award the value of which you distribute to
payroll.
You create element entries for the award.
You award a nonmonetary gift (defined as a coverage) and you
need to keep records of the taxable benefit.
You want to control the maximum amount that can be distributed
for a recurring element.
Note: In order to control the maximum distribution amount,
you must configure Oracle Payroll using FastFormula.
Follow these guidelines when setting up the activity rate:
Name the activity rate.
Set the activity rate status to active.
Indicate if the activity rate applies to a plan or to an option in a
plan and select the compensation object.
Select an Activity Type code of Employer Payroll Distribution.
Select a Usage code of Standard Contribution/Distribution.
Select a Unit of Measure if the award is nonmonetary.
Define the calculation method for the activity rate.

Individual Compensation Distribution Plans 7


If the award is a fixed amount, enter the value of the award.
For recurring awards, the amount is per the activity reference
period defined for the plan or option.
If the award is user enterable, check the Enter Value at Enrollment
check box.
Check the Assign on Enrollment and Display on Enrollment
check boxes on the Processing tab of the Standard
Contributions/Distributions window.
See: Defining Activity Rates for a Standard
Contribution/Distribution, Managing Total Compensation Using
Oracle HRMS
2. Optional: define a variable rate profile for fixed or user enterable
amounts if the activity rate varies according to one or more factors,
such as the assignment of the person to whom the manager
distributes the award.
For example, you could define a variable rate such that employees
with a job of Executive receive a minimum bonus of 1,000 and a
maximum of 1,000,000; whereas a job of NonExecutive receives a
minimum of 100 and a maximum of 20,000.
See: Defining General Information for a Variable Rate Profile,
Managing Total Compensation Using Oracle HRMS
3. Optional: create a taxable benefit rate for use with nonmonetary
coverages when the employee is taxed as if the value of the award is
considered income.
You set up a taxable benefit rate for nonmonetary coverages as you
would for a standard activity rate, with the following exceptions:
Leave the Unit of Measure field blank.
Select a Calculation Method of Multiple of Coverage.
Uncheck the Enter Value at Enrollment field.
Define a multiplier where the number represents the value of one
nonmonetary award.
Select a Coverage Operator of Multiply by.
Select a Rounding Code of Round to Nearest Hundredth.
Uncheck the Display on Enrollment check box.
Note: You should define your coverage before saving this rate.
4. Optional: create a Maximum Distribution Rate for recurring
distributions to accompany the standard rate. The maximum

8 Managing Total Compensation Using Oracle HRMS


distribution rate sets a limit on the amount a manager can distribute
to an employee or contractor.
You set up a Maximum Distribution Rate like you define a standard
activity rate, with the following exceptions:
Select an Activity Type of Total Distribution Limit.
Leave the Unit of Measure field blank.
Leave the Recurring field blank.
5. Optional: define coverages for the plan if:
The award is nonmonetary and you do not want element entries
created for the nonmonetary award.
The award is a nonmonetary gift (which is defined as a
coverage) and you need to keep records of the taxable benefit.
You do not define standard activity rates.
See: Defining a Coverage Calculation, Managing Total Compensation
Using Oracle HRMS
Follow these guidelines when you set up a coverage definition:
Enter a name for the coverage.
Select a coverage type.
Select a Unit of Measure if the Type is not Coverage.
On the Calculation Method Tab, select a Calculation Method of
Flat Amount. You may choose other calculation methods, but flat
amounts are the most common.
If the coverage amount is not fixed, check the Enter Value at
Enrollment check box.
Note: You should set up no more than one coverage per
compensation plan or option.

Entering People for Test Purposes


You can enter sample people into the Oracle HRMS database to test your
Individual Compensation Distribution plan.

Define a Manager:
1. Using the People window, define a manager with a date of birth,
social security number, and address.
2. Enter an Assignment for the manager.
3. Check the Manager check box located in the Miscellaneous tabbed
region.

Individual Compensation Distribution Plans 9


4. Select the managers GRE in the GRE tabbed region.
Note: If you want to test the workflow approval process, set up
a second manager as the first managers supervisor.

Define an Employee:
1. Using the People window, define an employee with a date of birth,
social security number, and address.
Note: If you use eligibility profiles, make sure the test
employee meets your eligibility requirements.
2. Enter an Assignment for the employee.
3. Select the test manager you created as the employees supervisor on
the Supervisor tabbed region.
4. Select the employees GRE in the GRE tabbed region.

Create a User Name and Password for the Test Manager:


1. As a system administrator, open the User Types window to define a
user name and password for the manager you created.
2. Link the Manager Self Service responsibility to the user name.
3. Save your work and close the window.

Assign an Individual Compensation Distribution to the Employee:


1. Using the managers user name and password, log on to Oracle
SelfService HR.
2. Choose the Individual Compensation menu item.
3. Find the Employee you created.
4. Assign the individual an award.
5. To approve the award, log in as the distributing managers
supervisor and approve the award using Workflow Notifications.

Closing Enrollments for Individual Compensation Distribution Plans


In order for individual compensation distribution plan design changes
to take effect in the selfservice web pagesor for the application to
reevaluate participant eligibilityyou must close all unrestricted life
events with a status of Started.
If you use Advanced Benefits, you can close a life event for a single
person using the Person Life Events window or for multiple persons
through the Close Enrollments batch process. Use Preserve Pending

10 Managing Total Compensation Using Oracle HRMS


Transactions as the close mode for individual compensation distribution
transactions.
Use one of the following close modes when you run the Close
Enrollments process:
Force Close closes a persons life event regardless of the
enrollment period or any pending workflow approvals.
Normal Close closes a persons life event only after the
enrollment period has passed for all unenrolled choices.
Preserve Pending Transactions performs a force close if the
process finds no pending workflow approvals.
If you use Standard Benefits, close the enrollmentincluding
SelfService enrollmentsfrom the Miscellaneous Plan window.

Individual Compensation Distribution Plans 11


Configuring SelfService Menus for Individual Compensation Distribution
Plans
If you group your individual compensation distribution plans (ICD)
into like plan types, your system administrator can create a menu
option in the selfservice interface for each plan type or for a
combination of plan types.
The line manager who assigns a distribution to a participant chooses
the applicable plan categorysuch as Bonus, Stock Option Grant, or
Allowancebased on the plan types you set up during
implementation.
Oracle SelfService HR seeds the function BEN_SS_MGR_ICD for your
use. You only need to modify this function if your enterprise requires
changes (such as to menu labels) or if you want to display plans by
plan type.

Attention: You must repeat the steps below for each menu
entry in your offering of individual compensation distribution
plans.

" To configure the individual compensation distribution menu by plan


type:
1. Retrieve the ID for each plan type accessed by the function. Query
the plan type in the Plan Types window and choose Help >
Diagnostics > Examine from the toolbar.
2. Log on to Oracle HRMS with a system administrator responsibility.
3. Open the Form Functions window and choose the Description tab.
4. Query the function BEN_SS_MGR_ICD.
5. Add a new record.
6. Using BEN_SS_MGR_ICD as a reference, enter a new Function
name and a new User Function Name.
7. Enter the following parameter:
pProcessName=HR_INDIVIDUAL_COMP_PRC&pItemType=HRS
SA&pCalledFrom=your new function code&PLANTYPE=your
numeric plan type IDs separated by commas.
8. Enter the following HTML Call:
OA.jsp?akRegionCode=HR_CREATE_PROCESS_TOP_SS&akRegio
nApplicationId=800.
9. Save your work.
10. Query the function BEN_SS_MGR_ICD_SRCH.

12 Managing Total Compensation Using Oracle HRMS


11. Add a new record.
12. Using BEN_SS_MGR_ICD_SRCH as a reference, enter a new
Function name and a new User Function Name.
13. Enter the following parameter:
pCalledFrom=the new function code you created in step 5.
14. Enter the following HTML Call:
OA.jsp?akRegionCode=HR_PERSON_SEARCH_TOP_SS&akRegio
nApplicationId=800.
15. Save your work.

Updating the SelfService Menu for Individual Compensation Distribution Plans


Use the Menus window to link the functions you created to the
SelfService Menu for ICD.

" To update the selfservice menu for individual compensation


distribution plans:
1. Query the HR_LINE_MANAGER_WEB menu.
2. Using HR_LINE_MANAGER_WEB as a reference, add a new
record.
Enter a Navigator Prompt, such as Allowances and Bonuses.
Leave the Submenu field blank.
Select the Function you created in step 11.
3. Add a new record.
Note: This menu item will be hidden from the user.
Leave the Navigator Prompt field blank.
Leave the Submenu field blank.
Select the Function you created in step 5 above.
4. Add a new record.
Note: This menu controls the SelfService tabs.
Leave the Navigator Prompt field blank.
Select Enter Person Process as the Submenu.
Leave the Function field blank.
5. Save your work.

Individual Compensation Distribution Plans 13


Updating the Workflow Approval Process for Individual Compensation
Distribution
Oracle HRMS delivers a seeded workflow approval process for
individual compensation distribution plans. A system administrator
with knowledge of Oracle Workflow can update the seeded workflow
process to meet the needs of your enterprise.
You must never configure the original predefined workflow process or
any upgrade patch workflow process. The supplied workflow
processes are there for reference only and as a basis for future
upgrades. You must copy and rename the supplied workflow and
configure your own workflow processes.
Note: No workflow configurations are preserved when you
install a patch. You must reconfigure the new workflow process
using your prepatch workflow as a reference.
You can choose from three approval processes:
Dynamic Approvals: The manager who completes the
individual compensation distribution can choose to insert new
approvers or redirect the approval chain.
Regular Approvals: The manager cannot change the approval
chain.
No Approvals: The application does not route the managers
distribution for approval.
Note: Oracle HRMS delivers Regular Approvals as the default
workflow process. An individual compensation distribution
assigned to a person by a manager must be approved by a
manager one level up in the distributing managers supervisor
hierarchy as defined on the Assignment window.

" To update the workflow approval process for individual


compensation distribution plans:
1. Log on to Oracle Workflow Builder 2.5
2. Choose File > Open from the toolbar.
3. Log in to your database.
4. In the Show Item Types window, select Human Resources Self
Service Applications.
5. Select Help > About Oracle Workflow Builder 2.5 from the toolbar.
6. Change your Access Level to 20 so you can edit the workflow
approval process.

14 Managing Total Compensation Using Oracle HRMS


7. Choose OK to dismiss the About Oracle Workflow Builder 2.5
window.
8. Open the Human Resources Self Service Applications node.
9. Open the Processes node.
10. Doubleclick Compensation Distribution to expand the workflow
process for individual compensation distribution.
Note: Depending on your Workflow Builder properties, you
may see the internal name for the Compensation Distribution
process: HR_INDIVIDUAL_COMP_PRC.
11. In the workflow diagram, doubleclick
HR_REVIEW_CHANGES_JSP_NTF.
12. Choose the Node Attributes tab.
13. Select HR_APPROVAL_REQ_FLAG.
14. Choose one of the following values:
No (for No Approvals)
Yes (for Regular Approvals)
Yes Dynamic Approval (for Dynamic Approvals)
15. Save your work.

Individual Compensation Distribution Plans 15


Setting Up SelfService Human Resources Web Pages
SelfService Human Resources is delivered with sample web pages that
are designed for you to configure. You can review these pages to
decide how best to set up the pages to meet the needs of your
enterprise. You should consider if the following configurable elements
of each page meet your requirements:

Section Titles
Table Column Names
Table Column Display
Table Column Sequence
Instruction Text
Hints and Tips
Messages
Action Item Notification Messages
Note: In order to view a web page, you must first complete
your plan design. If you license Advanced Benefits, you can
run the Participation Batch Process from the Concurrent
Manager to create electable choices for eligible participants.
Standard Benefits customers, or Advanced Benefits customers
using the unrestricted enrollment method, can begin to allow
participant enrollments after the plan design is created. The
selfservice web pages are created for each person on the fly
when the person logs into the selfservice system.
You use the Regions window and the Region Items window to
maintain section titles, table layouts, hints, tips, and field labels. You
can also hide fields by deselecting the Node Display check box for a
region item. You must log on to the system with the AK Developer
responsibility or with another responsibility with access to these
windows to make these changes.
The following web page attributes are delivered with the product as
hidden. A system implementer must choose to display these attributes
by selecting the Node Display check box for the corresponding region.

Attribute Region Web Page Description


Taxable Cost BEN_OVW_SELEC- Benefits Enrollment Over- Use this attribute to display a
TIONS_TABLE view; Confirmation Page column for the taxable cost of
a benefit.

16 Managing Total Compensation Using Oracle HRMS


Address Line 1, Address Line BEN_FAM_ADD_ADDRESS Family Members and Others Use this attribute to config-
2, Address Line 3 Detail Page ure nonUS style address
fields.
ICX Bucket3 BEN_ENRL_CONF_CON- Confirmation Page Use this attribute to add a re-
TENT gion for a participants signa-
ture.

To edit instruction text, you define a communication type that


corresponds to the web page region for which you are defining the
instruction text.
System messages (such as error messages or warning messages) are
edited using the Messages window. Log on to the system with a
System Adminstrator responsibility to edit messages. Advanced
Benefits customers can also configure the messages that display when a
user must complete a required action item before an enrollment is
considered valid. Action item messages are maintained in the
Description field of the Enrollment Action Types window.
See: Defining Additional Enrollment Action Types (Advanced
Benefits), Managing Total Compensation Using Oracle HRMS.
For more help on configuring Oracle SSHR see the Web Applications
Dictionary (Oracle SelfService Web Applications Implementation Manual,
Release 11).

" To configure SelfService Human Resources web pages:


1. Query a region of the web page you are configuring in the Region
ID field of the Regions window.
See: Regions, Instruction Text, Tips, Tables, and Messages: page
19 for a list of regions, tables, hints, and tips that you can
configure.
2. Choose the Region Items button.
3. Select the Attribute Name for which you are editing a section title,
hint, tip, table, or other information.
4. Enter the new text in the Long Label column.
5. Deselect the Node Display check box for each column that you do
not want to display in a table.
Or, select the Node Display check box to display an attribute in a
SelfService web page.
6. To reorder the sequence of columns in a table, change the sequence
number of the column and increment that number by one. You can
then save your new sequence, decrement the sequence number by

Individual Compensation Distribution Plans 17


one within each region, and save again. Reordering the sequence
number of the table columns enables you to maintain the original
sequence number.
7. Define a communication type for each web page region for which
you are including instruction text. The communication type
definition enables you to associate the instruction text with a
particular region of a web page.
Note: You use the Communication Types window to complete
this step.
You can include a link to another web site in your instruction text
using proper HTML syntax. For example, you could create a link
to reference information about a medical plan. For example:
See the <a href=http://www.visionmedical.com
target=_newWindow>Vision Medical web site</a> for more
information.
In this example, the application opens the web page in a new
browser window.
See: Defining Communication Types, Managing Total Compensation
Using Oracle HRMS
8. Select the Communication Type Usages to limit the display of the
instruction text to the occurrence of a program, plan type, plan, or,
for Advanced Benefits customers, a life event.
Note: You use the Communication Type Usages window to
complete this step.
See: Defining When a Communication is Used, Managing Total
Compensation Using Oracle HRMS
9. Review messages and make any changes as necessary.
Note: You use the Messages window to complete this step.
10. For Advanced Benefits customers, change the delivered action item
descriptions as needed to meet the needs of your organization. The
messages display on the Confirmation page at the end of the
enrollment process.
Note: Edit Action Item messages in the Enrollment Action
Types window to complete this step.

18 Managing Total Compensation Using Oracle HRMS


Regions, Instruction Text, Tips, Tables, and Messages
This topic provides reference information you need to configure your
SelfService Benefits web pages.
The tables below list by web page the regions that contain the
instruction text, tables, hints, tips, and messages that you can modify.
For instruction text, the table also lists the communication short name
that is required when you define the communication type and the valid
communication usages that allow you to target the instruction text to a
particular program, plan type, plan, or life event.
See: Setting Up SelfService Benefits Web Pages: page 20 for an
explanation of how to configure the various regions of the web page.

Individual Compensation Distribution Web Pages

Plan Selection Page


The manager chooses the applicable compensation plan in the Plan
Selection Page.
Instructions, Tables, Region Name Required Communica- Valid Communication
Hints, Tips, Messages tion Short Name Usages
Page Level Instruction BEN_PLAN_SELEC- CPS.plan_selection_content Life Event
TION_CONTENT
No Changes To Pending BEN_PLAN_SELEC- Message #: 92681
Awards Tip TION_CONTENT
Not Eligible For Any Com- BEN_PLAN_SELEC- Message #: 92682
pensation Plans Message TION_CONTENT
Plan table selection text Message #: 92683

Compensation Details Page


The Compensation Details Page enables a manager to enter the details
of the compensation distribution, such as the distribution amount and
the start and end date of the distribution.
Instructions, Tables, Region Name Required Communica- Valid Communication
Hints, Tips, Messages tion Short Name Usages
Page Level Instruction BEN_COMP_DE- CPD.comp_details_content Life Event, Plan Type, Plan
TAILS_CONTENT
Required Field Legend BEN_COMP_DE-
TAILS_CONTENT

Individual Compensation Distribution Plans 19


Start Of Amount/Coverage BEN_COMP_DE-
Tip TAILS_CONTENT
Amount/Coverage Tip BEN_COMP_DE-
No Minimum Tip TAILS_CONTENT
Amount/Coverage Tip BEN_COMP_DE-
Minimum Tip TAILS_CONTENT
Amount/Coverage Tip BEN_COMP_DE-
Separater between Mini- TAILS_CONTENT
mum and Maximum Tip
Amount/Coverage Tip BEN_COMP_DE-
No Maximum Tip TAILS_CONTENT
Amount/Coverage Tip BEN_COMP_DE-
Maximum Tip TAILS_CONTENT
End of Amount/Cover- BEN_COMP_DE-
age Tip TAILS_CONTENT
Distribution Date Tip BEN_COMP_DE-
TAILS_CONTENT
Distribution End Date Tip BEN_COMP_DE-
TAILS_CONTENT
Help Tip for Distribution BEN_COMP_DE- Message #: 92673
End Date when Total Dis- TAILS_CONTENT
tributions Reach is not en-
terable
Help tip for both Distribu- BEN_COMP_DE- Message #: 92674
tion End Date and Total TAILS_CONTENT
Distributions Reach
No Compensation mes- BEN_COMP_DE-
sage TAILS_CONTENT

Compensation Review Page


The Compensation Review Page enables the manager to see a summary
of the details they have entered.

Instructions, Tables, Region Name Required Communica- Valid Communication


Hints, Tips, Messages tion Short Name Usages
Compensation Benefit BEN_COMP_RE- CPR.COMP_RE- Life Event, Plan Type,
VIEW_CONTENT VIEW_CONTENT Plan

Compensation Confirmation Page


The Compensation Confirmation Page enables the manager to see a
summary of their details and a warning of any oversights.

20 Managing Total Compensation Using Oracle HRMS


Instructions, Tables, Region Name Required Communica- Valid Communication
Hints, Tips, Messages tion Short Name Usages
Compensation Confirma- BEN_COMP_CON- CPR.COMP_CON- Life Event, Plan Type,
tion FIRM_CONTENT FIRM_CONTENT Plan

Individual Compensation Distribution Plans 21