Compensation Workbench

Processes
Overview

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Compensation Workbench Processes

Purpose
The purpose of this document is to provide the end-user a quick reference to the various
processes used by Compensation Workbench. These processes are run in both the
Professional User Interface (PUI) and can also be run in Compensation Workbench as an
administrator.

Processes for CWB:

1. Participation Process: Compensation Workbench

2. Compensation Workbench Refresh Process
3. Backout Compensation Workbench Life-Events Process
4. Compensation Workbench Post Process
5. Compensation Workbench Mass Notification
6. Compensation Workbench Close Enrollment Process

System References
Oracle Human Resources > US Super HRMS Manager > Processes and Reports / Submit

Manager Self-Service > Compensation Workbench > Administration/Plan Administration

Process Matrix

Process Name What it does/When to Use it

Participation Process: Compensation Group Processing:
Workbench

The Participation Process: Compensation Workbench

is a concurrent request that kicks off the CWB process
and must be run before the availability period of the
plan. It determines employee eligibility and rates,
and gives each eligible employee and manager with
eligible employees a CWB life event. After running
this process, a budget may be published and managers
can enter CWB.

This process only needs to be run for the group plan

in the master business group. The participation

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Process Name
Compensation Workbench Refresh Process
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Compensation Workbench Processes
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What it does/When to Use it
process will kick off the individual processes for any
local plans attached to the group plan. Thus, upon
viewing the completed request, you may see multiple
requests in the View Request window.
Processing a Single Employee:
After the group participation process has run, you can
process a single person so that they can eligible for a
CWB plan. You can process a person for the first
time, or reprocess them after already having been
found eligible for a plan and having a compensation
life event in “started” status. This process is run from
the Administrator’s page using the Employee
Administration link.
When do we run Participation Process:
Compensation Workbench?  What Effective Date
do we use?
You run the Participation Process: Compensation
Workbench after you have completely set up your
CWB plans. The Effective Date of the process should
be the same date as your life event date you defined
on the Plan Enrollment Requirements for your group
plan.
The Participation Process: Compensation Workbench
Effective Date should be the same date as the Event
Date. In other words, if your plan’s event is 01-APR-
2006, make your Effective Date the same.
If you make changes to plan design that are stored
in the BEN_CWB_PL_DSGN table, you can run the
Compensation Workbench Refresh process rather
than backing out your plan. Refreshing data will save
you a step in having to rerun the participation process
for the plan after having backed it out.
You can also refresh person information that is stored
in the BEN_CWB_ PERSON_INFO table. That way,
if an employee’s salary or assignment changes after a
CWB cycle has already started, you can refresh their
data so that CWB reflects the most current
information.
How do the refresh process and freeze date work?
The Refresh Batch Process can "refresh" data
displayed in CWB so that managers can make
compensation decisions based on data as of an
effective date that you choose.  The process can
perform four (4) separate tasks simultaneously or
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Process Name
Backout Compensation Workbench Life-
Events Process
Compensation Workbench Post Process
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Compensation Workbench Processes
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What it does/When to Use it
separately.  It can refresh:
 Person information,
 Plan information,
 Summary information, and
 Consolidates summary information that
consists of multiple records in a single row. 
If an effective date is supplied for the process, data is
updated as of that date.  If an effective date is not
supplied, the process uses the freeze date that you
can define on the Plan Enrollment Requirements form
for the group plan.
For testing purposes or if in production an error is
made, you can backout a CWB plan.
If you backout a plan before the post process has run,
all amounts managers may have entered in CWB and
changes made via the online administration pages will
be backed out.
If you backout a plan after the post process has run,
updates made to Salary Proposals and element entries
will be backed out. Any assignment changes made
and posted via CWB will not be backed out.
Once the Compensation Workbench Close
Enrollment Process is run, you can no longer
backout the plan. In addition, when in production,
CWB plans should not be backed out after payroll has
already processed the awards, as there is no way for
payroll to know of the backed out award.
You run the backout process in the master business
group of the group plan. This is the same business
group in which you run the participation process to
initiate the Compensation Workbench cycle. The
backout process back-outs all life events and
enrollment results for any local plans that may be
attached.
After compensation allocations have been
completed and approved through the CWB user
interface, the Compensation Workbench Post Process
can be run to “post” the results for each employee
who received a compensation award. This process
should only be run when allocated amounts are ready
to be distributed to employees.
For salary increases, this process updates the
employee’s Salary Proposal record. Element entries
are also created (if applicable) for bonus and stock
awards.
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Process Name What it does/When to Use it
When using the Post Process Effective Date, note that
element entries and/or salary change becomes
effective as of this date enter.  (Ensure that the Rate
Start Date Code is 'Elections' for the plan on the Plan
Enrolment Requirements form.)

You can generate various types of mass notifications

Compensation Workbench Mass Notification to send to a select group of managers or employees.

You enter can various parameters to determine the

type of notification that the system sends and to
whom they are sent such as the group plan name, plan
period, a free form message title, a message name
selected from messages in the FND message table,
and the target population. You can select from
various target populations such as eligible employees,
employees with compensation posted to HR, fully
processed managers, managers, or managers that have
not started any tasks, for example. You can also
choose to send a test notification to a specified email
address before sending out the actual notification in
mass.

It is recommended that you set up a dummy person

and user with a last name of 'HR Department' and an
email address of 'no-reply@[company_name].com'. 
Launching the mass notification with the dummy user
shows mass notifications as originating from the HR
Department and prevents anyone from being
inundated with reply emails.

Compensation Workbench Close Enrollment After a compensation cycle is complete, meaning that
Process awards have been paid and managers no longer need
access to the plan via CWB, you can run the
Compensation Workbench Close Enrollment Process.
This process closes the compensation life event
when the availability period for the plan is passed, or
the final processing date for the plan is passed.

You only need to run this process for plans whose

Close Enrollment Code is set to ‘Processing End
Date’, which is commonly used for bonus plans. The
Compensation Post Process closes life events for
plans with a Close Enrollment Code of ‘When
Elections are Made’ which is generally used for salary
increase and stock plans.

Once this process is run, the plan is no longer

accessible for viewing in CWB.

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