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    Business Process DocumentOracle Incentive Compensation R12: OIC to HR

    Integration

    Department

    Responsibility/Role

    File Name

    Version

    Document Generation Date 3/30/2007

    Date Modified 3/30/2007

    Last Changed by

    Status

    OIC to HR IntegrationTrigger:

    Required Field(s) Comments

    Output - Results Comments

    PreDemo Steps:

    Youll need to personalize on the Commissions Column to CWB for these demos. The steps arebelow:

    1. Logon as jkbowers/welcome2. HR Professional V4.0 > Compensation Workbench for Administrators3. (I)Go to Task for Allocate Reward Amounts4. Scroll Down > (H) Personalize Selected Compensation Plan5. Scroll Down in Available Items > Highlight Miscellaneous Rate 1 > (I) Move to right6. (B) Settings > Scroll to bottom > Type over name for Miscellaneous Rate 1 to Prior Year

    Commission7. (B) Apply8. (B) Save9. (H) Home10. (H) Logout

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    Procedure

    This script demonstrates how Oracle Incentive Compensation is integrated with the OracleeBusiness HCM solution. Incentive compensation is only a single component of the Total

    Compensation for an employee of a company. Oracle eBusiness HCM provides the functionalityto process and communication all compensation activities for an employee.

    This script is designed as a continuation of the 360 degree resource tour script in eBusinessApplication demos.

    Logon as afeng/welcome > Compensation Manager > Search Resources

    Step Action

    1. Click the Search Resources link.2. As a quick refresher, let's go look at Lisa Jones's YTD Summary Statements for 2007

    and 2006.Enter the desired information into the Resource Name field. Enter "Jones".

    3. Click the Go button.

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    Step Action

    4. Click the Jones, Mrs. Lisa link.5. Click the Compensation tab.6. Click the Year to Date Summary link.7. First let's see what has been processed for 2007.

    Click the Go button.

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    Step Action

    8. Here we can see in the payments section that $2,582.59 was calculated as needing tobe paid in Oracle Incentive Compensation. This amount is then automatically passedto payroll for processing.Click the Year list.

    9. Now let's look at the year to date summary for 2006.Click the 2006 list item.

    10. Click the Go button.11. Click the scrollbar.

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    Step Action

    12. In the Total column, we can see the quota credit and total payments calculated for LisaJones.

    These amounts are often important to other compensation decisions. Also they are

    only a sole component of compensation and companies frequently want to presentthem in the context of the person's total compensation package.

    Let's go see how these numbers flow to Oracle eBusiness HCM.Click the Home link.

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    Step Action

    13. Note: Navigation > (N) Payroll Professional > Payslip DetailsFirst let's take a look at the amount paid to Lisa Jones for January Commissions.Click the Payslip Details link.

    14. Enter the desired information into the First Name is field. Enter "Lisa".15. Enter the desired information into the Last Name is field. Enter "Jones".16. Click the Go button.

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    Step Action

    17. Click the (I) Action button.18. Click the scrollbar.

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    Step Action

    19. So we can see that commissions for January match that calculated in Oracle IncentiveCompensation and have been pulled in as part of the normal payroll processing.Click the scrollbar.

    20. Click the Home link.

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    Step Action

    21. Note: Navigation > (N) HR Professional V4.0 > Compensation Workbench forAdministrators

    What about other ways that Incentive Compensation affects other compensation. Well

    most companies have a compensation cycle to give annual salary increases, bonusesand/or stock options. How much a person makes in commissions can effect their othercompensation amounts.

    Oracle eBusiness HCM uses Compensation Workbench to allow manager to performsome of the other compensation tasks. Let's take a look at the annual compensationprocess for raises, bonuses and stock options delivery through compensationworkbench.Click the Compen Workbench for Administ link.

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    Step Action

    22. Since we're in as a compensation administrator, we can take a look at any manager'sprocess.

    Let's take a look at Lisa Jones's Manager Jeff Ulrich

    Click the Search For A Manager link.

    23. Enter the desired information into the Employee Name field. Enter "Ulrich".24. Click the Go button.

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    Step Action

    25. Click the (I) Switch Manager button.

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    Step Action

    26. Now we're looking at the tasks for this compensation cycle for Jeff Ulrich. Let's take alook at how the Allocate Reward Amounts task works.Click the Select to go to taskbutton.

    Step Action

    27. Now let's scroll down to see Lisa Jones.Click the scrollbar.

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    Step Action

    28. Here we can see that the Prior Year Commission column reflects the total of amountspaid in 2006 during the 2007 cycle. This spreadsheet is used to deliver salaryincreases, bonuses and stock options per company guidelines.Click the scrollbar.

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    Step Action

    29. A manager can also see the exact history of individual payments.Click the (I) History for Jones button.

    30. Click the Commissions tab.

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    Step Action

    31. Here they can look at each occurrence by date.Click the Home link.

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    Step Action

    32. Note: Navigation > (N) > HR Professional V4.0 > Total Compensation StatementFinally, companies like to communicate the value of total compensation to employees.Through Oracle's integrated eBusiness HCM product, a company can deliver an online

    configurable Total Compensation Statement.Click the Total Compensation Statement link.

    33. Enter the desired information into the Employee Name field. Enter "Jones%Lisa".34. Click the Go button.

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    Step Action

    35. Let's take a look at Lisa Jones's Total Compensation Statement for 2006.Click the (I) View Statement button.

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    Step Action

    36. First a company can configure any welcome page for delivering messaging aroundtheir Total Compensation Statement.Click the Continue button.

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    Step Action

    37. Now an employee is presented with both a tabular and graphical representation of allaspects of their compensation. This is a big differentiator for Oracle as a suite productover niche vendors.

    As we scroll through the page, we can see cash compensation made up of salary andcommission, and we can see benefits information.Click the scrollbar.

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    Step Action

    38. And stock options granted last year as well as Lisa's year end retirement balances.Click the scrollbar.

    39. In addition the employee can drill into more details. Let's take a look at commissions.Click the Commission link.

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    Step Action

    40. Here they can see what their quota was, how did against it and what they were paid.With a final drill down,Click the Commission Information link.

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    Step Action

    41. They can see what periods they were paid their commission amounts.Click the Total Compensation Overview link.

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    Integration

    Step Action

    42. Oracle Incentive Compensation is only a portion of any employee's compensation. Theability to integrate seamlessly and present a Total Compensation picture at any giventime during any compensation process is a critical feature of a companiescompensation requirements. Oracle eBusiness Suite is designed to meet the integration

    needs and support all compensation processes.End of Procedure.

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