WorkforceCompTraining 21A MGR

Workforce Compensation
Global Compensation Programs

Manager Tool Training
Oracle Compensation
April 2021
Submit Warning
Do NOT submit until your subordinate managers

have completed their submission to you
When you submit, you are submitting your entire organization

If you submit before everyone has completed their work,
you must manually change the update status for every affected manager
2 Oracle Confidential – Internal

Agenda
1. General Process Information

2. Workforce Compensation (WC)
• Access to WC
• Allocate, Model and Distribute Budgets
• Export to Excel
• Rate Employees
• Make, Review, Approve and Submit Recommendations
3. Tips and Resources
3 Oracle Confidential - Internal

What is Workforce Compensation?
Workforce Compensation (WC) is an Oracle Self Service Application for managing compensation
processes, allowing you to:
• Model and distribute budgets to subordinate managers
• Make, Review and Submit Recommendations for employees
• Download to an Excel spreadsheet to work offline
• Rate employees (Compensation Rating vs Performance Rating)
• View historical compensation information
Note: Firefox is the preferred browser for Workforce Compensation

General Information
Timelines
• Each LOB may establish their own internal timeline for the process. Check with your manager on the
specifics for your organization.
Budgets
• Budgets are set at the top executive level for each organization. Each LOB head may determine the
method of allocating budgets within their organization.
• Modeling is a feature is available to assist in pushing down budgets based on specific criteria.

General Information
Eligibility
• Review the eligibility document posted on the Workforce Compensation website
• Be sure the employee population for your organization is correctly reflected on your Workforce
Compensation Worksheet
- Not all employees are eligible for all of the corporate programs
Communication
• Do not communicate recommendations until you receive notification from Global Compensation
that final approval has been obtained
• Always check Workforce Compensation before you communicate to ensure that the final
recommendations have not changed

Workforce
Compensation
How to Access

How to Access
Login
1. From the MyOracle Employee Portal, click 2. Select ‘My Team’

‘Self-Service Apps’
3. Select ‘Workforce Compensation’
NOTE: Your menu options may differ from what is shown here, depending on your Access level
Landing Page – Tasks
1. Tasks: 5
3 2
 Orange: Budget Worksheets
 Purple: Compensation Worksheets
 Red: Approvals & Compensation 4
Overview
1
 Blue: Training and Resources, Models
& Reports
2. Manager Down Arrow: Switch to
other managers in your hierarchy
3. Return Back Arrow: Return to the
Compensation screen
4. Submit for Approval: Submit
recommendations for approval, for
the entire organization, not just this
manager
5. Plan Number Link: Click or Scroll to
choose a different plan

Workforce
Compensation
Manager Planning

Budget Allocation

Budget Allocation
On the plan landing page, select Allocate Budget.

Next, select the budget pool to update.
The first time the budget is selected, you must choose a

budget method. Your selection will affect the budget
access settings of subordinate managers
Option 1: All subordinate managers will be set to No Access.
Option 2: Direct report managers will have Updates Allowed,
and will be able to choose how to distribute budgets within their
own organization.
* This is the most frequently used option.
Option 3: All subordinate managers will be set to No Updates
Allowed and only you will be able to change budget amounts.
Selecting option 2 or 3 allows you to adjust individual budget
access levels of subordinate managers

Budget Allocation
Enter budgets in the Distributed Budget column

• The Direct Reports row is your budget, for recommendations to your direct reports
You must Publish budgets in order for your subordinate managers to see them
• Click the drop-down arrow next to Publish to Managers and select an option
- If publishing budgets to only a few managers, highlight individual rows and select “Publish Budgets for Selected
Managers”

Budget Models

Budget Models
Models make it easy to see how different allocation methods and criteria affect your budget
Different models can be created, previewed and applied before publishing the budget
Who might create Models –

• Managers who intend to pass down budgets to subordinate managers
• Managers who intend to make the allocations themselves, but hold the entire budget
CAUTION:
- Models should never be applied after the budget has been published
- Applying a model will overwrite any previously entered recommendation amounts

Create Model
Define Model
On the Budget Worksheet, click the Models drop-down and select Create Model
Enter a Model Name and click Continue
On the Define Model page: 3
1. Choose an Allocation Method

2
2. Select up to four Grouping Criteria
- Criteria 3 and 4 will appear after the
first two are selected 1
3. Click ‘Next’

Create Model
Enter Values
Enter amounts in the Percentage of Eligible Salary or Amount for Each Worker column to calculate
amounts for the model. Click Next when done.

Create Model
Select Purpose
Determine how to apply the model and treat the budget:

• Default (Most Common): Determine Budget Amounts and Overwrite Existing Budgets
Click ‘Apply Model’ and follow the prompts
Notes:
- Additional adjustments can be made on the
budget worksheet after you apply the results of
your model, but the final step is to Publish
budgets to your subordinate managers.
- Models are applied via batch process which
runs in the background, so you may have to
wait a few minutes before returning to the
Budget Worksheet to view the results of your
budget model. You will not receive confirmation
when the job completes.

Make Recommendations

Compensation Rating vs Performance Rating
Compensation Rating is used for this compensation plan only

• Editable via drop-down
• Not linked and will not feed back to the Performance module
Performance Rating is the official rating from the Performance module

• Read-only
• Refreshes dynamically from the Performance module
• Rating from the latest Completed Annual Performance Evaluation

Simple vs Combined Tasks
The Plan landing page provides different options to access your Compensation worksheet to make
recommendations for your employees. Depending on the plan, you can choose to award your
employees with one or multiple tasks, and entries made in one task will carry over to another task, if the
fields are present in both tasks.
1. Simple Tasks: These are simplified views with minimal fields to do planning for one compensation
component only. Shown here is the Simple Task to award salary increases only.
2. Combined Task: This view contains all components available in the plan for making multiple
recommendations and to perform analytics. For example, this task allows you to make salary
increases and job changes, all in one place.
The remainder of this training guide will focus on the Combined Task, but the Simple Task can also be used.

View Budgets: Option 1 – Compensation Overview Tab
The most accurate and recommended way to view your budget versus spend
is on the Compensation Overview tab:
• From the Plan landing page, select Manage Approvals
• The screen should default to the Compensation Overview tab

View Budgets: Option 2 – Compensation Worksheet
Scoreboard View:
• Does not change with the Team filter
Table View:
• Overall Budget is for your entire
organization, and stays the same
regardless of the Team filter
• Budget by Team Filter changes
with the value of the Team filter
Switch between the Scoreboard and Table Views using these icons.
selected

Make Recommendations: Equity
Enter Recommendations: Option 1 - Directly in Workforce Compensation
Enter Equity recommendations in the RSU to Award column
DO NOT SUBMIT until ALL of your subordinate managers have

submitted their work to you. Your submission removes their access.

Make Recommendations: Focal
Enter Salary recommendations in Salary Increase Amount or Salary Increase % of Eligible Salary, the other
column will auto-calculate
For sales and consulting, use the ATV Change Amount and New DTP columns, as needed
Enter job changes in the New Job and New Discretionary Title columns and add a Justification

Make Recommendations: Bonus
Enter Bonus recommendations in Bonus Amount or Bonus % of Eligible Salary


Enter Recommendations: Option 2a – Excel Export to Work Offline
Click the Export to Workbook icon

On the Export – Manage in Spreadsheet
pop-up, click Continue
Select to Open the file
Click Yes on the Connect pop-up, and log in with your SSO credentials
If the downloaded file has no data, then your download was unsuccessful
A successfully downloaded file will contain all employees in your organization
Verify the appropriate columns for the plan have no background color and recommendations can be entered
All offline amounts entered in the spreadsheet must be entered in local currency
Salary ATV New
Employee RSU to Bonus Increase Change Discretionary
Changed Status Flagged Name HCM ID Email Award Amount Amount Amount New DTP New Job Title Justification
Employee 1
Employee 2
Employee 3
The actual columns in your download will vary depending on the components available in the plan.
NOTE: In the tool, fields are grayed if employees are not eligible for compensation components. However, in the Manage in Spreadsheet download, all columns
are editable for all employees; but if the employee is ineligible for the component, the amount entered will not upload into the tool.

Enter Recommendations: Option 2b – Excel Upload to Workforce Compensation
Note: If you are working remotely, you must connect to VPN to upload your changes
In Excel:
• Click the Upload button in the Worksheet Download tab of the
toolbar
• The upload will start to process
• Upload is complete when you see the Invoke Action pop-up that
indicates Worksheet was uploaded
• Click OK and scroll to Status (column D) to verify the rows updated
successfully
In Workforce Compensation:
• Close and re-open the plan or change a filter to refresh the
Compensation Worksheet and verify your changes were uploaded

Review, Approve and Submit

Review: Return for Correction
If your subordinate managers need to make changes to recommendations on

a worksheet that has already been submitted, you can unlock their worksheet
with the Return for Correction feature.
Manage Approvals task > Approvals tab > Highlight the manager’s row and
click Return for Correction.

Review: Worksheet Status
On the Approvals tab, you can see

your team’s Approval Status. The
Team Status or Action History icons
show more information.
In order, the Status progression is:

• Not Started
• Budget Available
• Work in Progress
• Submitted
• In Approvals
• Fully Approved – when recommendations
can be communicated
• Processed

Approve
Approve your subordinate managers’ submissions via the Approvals tab. Click the Approve drop-
down and make a selection:
• Selected Managers: Select a single manager or use the Ctrl key to select multiple managers, then
choose Selected Managers
• All Managers: Approves your entire hierarchy.
Verify your subordinate managers’ Approval Status shows “Approved by <your name>”
Approved by Lawrence Ellison

Submit Warning
Do NOT submit until your subordinate managers

have completed their submission to you
When you submit, you are submitting your entire organization

If you submit before everyone has completed their work,
you must manually change the update status for every affected manager

Submit
When you Submit, you are submitting all recommendations for all tasks/worksheets
for your entire organization for this plan.
If you have employees in multiple plans, you will need to submit each plan separately.
Once submitted, you are finished with the recommendation process.
Do not communicate recommendations until you receive notification
that final approval has been obtained
Status MUST show Fully Approved
Always verify in Workforce Compensation before you communicate to employees
to ensure that the final recommendations have not changed
Tips and Resources

Workforce Compensation Tips
Browsers
Firefox is the preferred browser

• Download the latest browser version from MyDesktop
Other browsers can be used, but there are known issues
• Chrome on Windows 10
• Internet Explorer no longer supported

Currency Switcher
Budgets: Always in USD
Planning: Local Currency vs. USD

• In the tool: Recommendations can be made in local currency or USD, depending on the Currency
switcher, located in the upper right hand corner next to the Save and Cancel buttons.
The default is Local Currency.
• Excel Manage in Spreadsheet download and upload: Recommendations are always in local
currency. There is no option to change this.

Employee Search Field
Use the drop-down arrow next to the Name Search field to search for employees by Name, Email or
Person Number.
If the employee is not a direct report, remember to change the Team filter to All Workers

Excel Export
Manage in Spreadsheet (Export/Import feature) is a two-way process for spreadsheet download and
upload. Recommendations must be entered in local currency.
This function requires:
• Download and installation of ADF Desktop Integration
• Configuration of Excel
• For detailed instructions, please refer to the “WC ADFdi Installation Instructions.docx” file posted on
the Workforce Compensation website: http://my.oracle.com/site/hr/global_compensation/fwc/
NOTE: You must download and install the latest version of ADF Desktop Integration to use this
functionality. If you are using Firefox, it will prompt you to update to the new version, if there is one.

Manage Columns & Save Icon
Manage Columns & Save Icon

• Move fields around on the Worksheet
- Highlight and drag-and-drop individual columns, or
- Click View > Columns > Manage Columns to hide, unhide
and re-arrange all columns
- Click View > Columns > Show All to show all available
columns
• Click the Save icon, to keep this view for the next time you
access your Worksheet.
You may have to use the scroll arrow

to see the Manage Columns option

Personalize Layout
Personalize Layout
• Make changes to your default layout, in terms of the Team
Filter, Frozen Columns, Open/Close sections, etc.
• Click Save and Close to keep this layout for the next time
you access your Worksheet.
• Use the Restore button to default to the original
Administrator layout.

Task Switcher
Easily switch from one task to another within the same plan, without having to return to the Plan
landing page

View Audit Trail
View details on the changes made in the tool. Use the export button to save in Excel, if needed.

Workforce Compensation Resources
OIM Entitlement
All people managers must have the OIM Entitlement to use Workforce Compensation
This role is automatically assigned
However, managers must have eligible employees in order to have access to a plan.
If any manager is experiencing access issues or getting error messages when trying to perform
manager actions, the auto-assign may have failed.
Please log a MyHelp - Compensation ticket.

Workforce Compensation Resources
Contacts & Workforce Compensation Website
Questions about:
• Timeline and Budget for your organization: Contact your manager or HR Manager
• Eligibility: Contact your HR Manager
• Workforce Compensation access and functionality: View the resources on the Workforce
Compensation website (see link below) or submit MyHelp ticket.
For more detailed information, please refer to the Workforce Compensation website:
http://my.oracle.com/site/hr/global_compensation/fwc/

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Workforce Compensation

Global Compensation Programs

Do NOT submit until your subordinate managers

When you submit, you are submitting your entire organization

2 Oracle Confidential – Internal

1. General Process Information

3 Oracle Confidential - Internal

Note: Firefox is the preferred browser for Workforce Compensation

4 Oracle Confidential – Internal

5 Oracle Confidential – Internal

6 Oracle Confidential – Internal

7 Oracle Confidential – Internal

1. From the MyOracle Employee Portal, click 2. Select ‘My Team’

3. Select ‘Workforce Compensation’

9 Oracle Confidential – Internal

10 Oracle Confidential – Internal

11 Oracle Confidential – Internal

On the plan landing page, select Allocate Budget.

The first time the budget is selected, you must choose a

12 Oracle Confidential – Internal

Enter budgets in the Distributed Budget column

13 Oracle Confidential – Internal

14 Oracle Confidential – Internal

Who might create Models –

15 Oracle Confidential – Internal

On the Define Model page: 3

1. Choose an Allocation Method

16 Oracle Confidential – Internal

17 Oracle Confidential – Internal

Determine how to apply the model and treat the budget:

18 Oracle Confidential – Internal

19 Oracle Confidential – Internal

Compensation Rating is used for this compensation plan only

Performance Rating is the official rating from the Performance module

20 Oracle Confidential – Internal

21 Oracle Confidential – Internal

22 Oracle Confidential – Internal

23 Oracle Confidential – Internal

Enter Equity recommendations in the RSU to Award column

DO NOT SUBMIT until ALL of your subordinate managers have

24 Oracle Confidential – Internal

DO NOT SUBMIT until ALL of your subordinate managers have

Enter Bonus recommendations in Bonus Amount or Bonus % of Eligible Salary

DO NOT SUBMIT until ALL of your subordinate managers have

26 Oracle Confidential – Internal

Click the Export to Workbook icon

27 Oracle Confidential – Internal

28 Oracle Confidential – Internal

Review, Approve and Submit

29 Oracle Confidential – Internal

If your subordinate managers need to make changes to recommendations on

30 Oracle Confidential – Internal

On the Approvals tab, you can see

In order, the Status progression is:

31 Oracle Confidential – Internal

Approved by Lawrence Ellison

32 Oracle Confidential – Internal

Do NOT submit until your subordinate managers

When you submit, you are submitting your entire organization

33 Oracle Confidential – Internal

Tips and Resources

35 Oracle Confidential – Internal

Firefox is the preferred browser

36 Oracle Confidential – Internal