JD Edwards EnterpriseOne Reward - Oracle€¦ · JD Edwards EnterpriseOne Reward Sales Compensation...

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Copyright © 2014, Oracle and/or its affiliates. All rights reserved. JD Edwards EnterpriseOne Reward Sales Compensation Administrator Pension Administrator Benefits Administrator Stock Administrator Line Manager Compensation Manager Plan Rewards Award Salary Increases Measure Reward Effectiveness Manage Employee Performance Award Performance Incentives Manage Stock Enroll in Benefits Manage Benefits Manage Pension Award Sales Incentives

Transcript of JD Edwards EnterpriseOne Reward - Oracle€¦ · JD Edwards EnterpriseOne Reward Sales Compensation...

Page 1: JD Edwards EnterpriseOne Reward - Oracle€¦ · JD Edwards EnterpriseOne Reward Sales Compensation Administrator Pension Administrator Benefits Administrator Stock Administrator

Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

JD Edwards EnterpriseOne Reward

Sales

Compensation

Administrator

Pension

Administrator

Benefits

Administrator

Stock

Administrator

Line Manager

Compensation

Manager

Plan Rewards

Award Salary

Increases

Measure

Reward

Effectiveness

Manage Employee

Performance

Award

Performance

Incentives

Manage Stock

Enroll in Benefits Manage Benefits

Manage

Pension

Award Sales

Incentives

Page 2: JD Edwards EnterpriseOne Reward - Oracle€¦ · JD Edwards EnterpriseOne Reward Sales Compensation Administrator Pension Administrator Benefits Administrator Stock Administrator

JD Edwards EnterpriseOne L2 Manage Employee Performance

Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

Compensation

Manager

Line Manager

Plan Rewards

Monitor

Employee

Scorecards and

KPIs

Track Skills,

Competencies and

Accomplishments

Review Employee

Performance

Plan Development

and Update

Career Plans

Award

Performance

Incentives

Award Salary

Increases

Page 3: JD Edwards EnterpriseOne Reward - Oracle€¦ · JD Edwards EnterpriseOne Reward Sales Compensation Administrator Pension Administrator Benefits Administrator Stock Administrator

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JD Edwards EnterpriseOne Track Skills, Competencies and Accomplishments

Compensation

Manager

Line Manager

Plan Rewards

Evaluate

Employee Skills

Update Employee

Competency

Review Employee

Competency

History

Perform Gap

Analysis

Create Action

Plan

Create Goals to

Increase

Employee

Competencies

Review Employee

Performance

Page 4: JD Edwards EnterpriseOne Reward - Oracle€¦ · JD Edwards EnterpriseOne Reward Sales Compensation Administrator Pension Administrator Benefits Administrator Stock Administrator

JD Edwards EnterpriseOne Review Employee Performance

Line Manager

Compensation

Manager

Monitor Employee

Scorecards and

KPIs

Track Skills,

Competencies and

Accomplishments

Work with

Employee

Performance

Information

Print Employee

Performance

Appraisals

Plan Development

and Update

Career Plans

Award

Performance

Incentives

Award Salary

Increases

Page 5: JD Edwards EnterpriseOne Reward - Oracle€¦ · JD Edwards EnterpriseOne Reward Sales Compensation Administrator Pension Administrator Benefits Administrator Stock Administrator

JD Edwards EnterpriseOne L2 Award Salary Increases

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Line Manager

Compensation

Manager

Change Employee

Salary Using

Workflow

Change Employee

Salary Using

Salary Planning

Change Pay Rate

Change Salary at

a Future Date

Perform Mass

Changes

Administer Pay

Grades and Steps

Type of

Change?Plan Rewards

Manage Employee

Performance

Manage

Compensation

Reviews

Measure Reward

Effectiveness

Page 6: JD Edwards EnterpriseOne Reward - Oracle€¦ · JD Edwards EnterpriseOne Reward Sales Compensation Administrator Pension Administrator Benefits Administrator Stock Administrator

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JD Edwards EnterpriseOne Change Employee Salary Using Workflow

Compensation

Manager

Line Manager

Type of

Change?

Work with Basic

Compensation

Identify Salary

Change

Determine if

Salary Change

is above

Workflow

Above or

Below

Threshold?

Approve/Reject

Change via

Workflow

Review Salary

Change Message

Approve or Reject

Salary Change

Manage

Compensation

Reviews

Page 7: JD Edwards EnterpriseOne Reward - Oracle€¦ · JD Edwards EnterpriseOne Reward Sales Compensation Administrator Pension Administrator Benefits Administrator Stock Administrator

Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

JD Edwards EnterpriseOne Change Salary Using Planning

Compensation

Manager

Line Manager

Type of

Change?

Work with Basic

Compensation

Review Salary

Planning

Determine

Employees to

Work With

Select Format

for Export?

Perform

Necessary

Calculations

Import File

Manage

Compensation

Reviews

Microsoft Excel

Lotus WordPro

Coral WordPerfect

Coral QuattoPro

Lotus 1-2-3

Page 8: JD Edwards EnterpriseOne Reward - Oracle€¦ · JD Edwards EnterpriseOne Reward Sales Compensation Administrator Pension Administrator Benefits Administrator Stock Administrator

Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

JD Edwards EnterpriseOne Change Pay Rate

Compensation

Manager

Line Manager

Type of

Change?

Change Employee

Salary

Change Pay Rate

Information

Identify Pay Rate

Revisions

Additional

Information

Required?

Review Pay Rate

History

Manage

Compensation

Reviews

Yes

No

Page 9: JD Edwards EnterpriseOne Reward - Oracle€¦ · JD Edwards EnterpriseOne Reward Sales Compensation Administrator Pension Administrator Benefits Administrator Stock Administrator

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JD Edwards EnterpriseOne Change Salary Future Date

Compensation

Manager

Line Manager

Type of

Change?

Enter Future Data

Employee Master

Revisions

Select Additional

Data Item

Select Method

for Update?

End

Update Data to

Employee Master

Manage

Compensation

Reviews

In

Final

Update

Update Employee Info

In Batch Process

Page 10: JD Edwards EnterpriseOne Reward - Oracle€¦ · JD Edwards EnterpriseOne Reward Sales Compensation Administrator Pension Administrator Benefits Administrator Stock Administrator

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JD Edwards EnterpriseOne Perform Mass Changes

Human Resource

Specialist

Maintenance

Required

Create Employee

Master Mass

Changes

Select Type of

Change?

Review and/or

Change UDC

Change Future

Data Item

Initiate Employee

Master Mass

Changes

Review Mass

Change Report

Revise Future

Data Employee

Master, if Needed

Select Method

for Update?

Update Data to

Employee Master

Multiple Employee

Change Required

No Change

Update Employee

Info In Batch Process

End

In

Final

Update

Page 11: JD Edwards EnterpriseOne Reward - Oracle€¦ · JD Edwards EnterpriseOne Reward Sales Compensation Administrator Pension Administrator Benefits Administrator Stock Administrator

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JD Edwards EnterpriseOne Admin Pay Grades & Steps

Line Manager

Compensation

Manager

Type of

Change?

Type of

Change

Required?

Create

Progression

Workgroup

Update Pay Grade

Step Rate

Review Workgroup

Information

Changes

Required?

Make Employee

Changes

Update Changes

to Work File

Proof or

Update Mode?

Update Changes

to Employee

Master Table

Review Employee

Master Update

Information

Pay

Grade

Change to Pay Grade

Step Required

Employees to be Moved

To new Pay Grade StepYes

Proof

Or

Update

Changes

Required?

No Changes – Run in Proof Mode

Yes, Changes – Rerun in Proof Mode

Method of

Clearing Work

File?

Delete Work File

No

Update

Complete

Manual

Delete

Manage

Compensation

ReviewsDelete with

Final Update

Page 12: JD Edwards EnterpriseOne Reward - Oracle€¦ · JD Edwards EnterpriseOne Reward Sales Compensation Administrator Pension Administrator Benefits Administrator Stock Administrator

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JD Edwards EnterpriseOne Manage Compensation Reviews

Line Manager

Compensation

Manager

Change Employee

Salary Using

Workflow

Change Employee

Salary Using

Salary Planning

Change Pay Rate

Change Salary at

a Future Date

Perform Mass

Changes

Administer Pay

Grades and Steps

Review

Available

Budget

Work with

Compensation

Reviews

Review

Employees Salary

and Performance

Review

Compensation

Review Approvals

Determine

Increase

Amounts

Perform Salary

Calculations

Submit Proposed

Increases

Print Upcoming

Reviews

Review

Proposed

Increases for

Approval

Increases

Approved?

Update

Compensation

Information

Review

Increases

Increases

Correct?

Measure Reward

Effectiveness

Calculations

Correct?

No Yes

Incorrect - Rerun in Proof Mode

Correct - Run in Update Mode

Approved

Page 13: JD Edwards EnterpriseOne Reward - Oracle€¦ · JD Edwards EnterpriseOne Reward Sales Compensation Administrator Pension Administrator Benefits Administrator Stock Administrator

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JD Edwards EnterpriseOne L2 Manage Benefits

Compensation

Manager

Pension

Administrator

Stock

Administrator

Employee

Benefits

Administrator

Enroll in Benefits

Employee Self

Service?

Benefits

Enrollment

from Required?

Print Benefits

Enrollment Form

Send Form to

Employees

Change Benefits

Self-Service

Receive Form,

Prepare and

Return

Next Action?

Review Employee

Benefits

Create Employee

Benefits Reports

Change Fund

Allocations

Change Employee

Enrollments

Provide

Statements and

Notifications

Manage Stock

Manage Pension

Measure Reward

Effectiveness

Yes

No

Yes

No

Page 14: JD Edwards EnterpriseOne Reward - Oracle€¦ · JD Edwards EnterpriseOne Reward Sales Compensation Administrator Pension Administrator Benefits Administrator Stock Administrator

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JD Edwards EnterpriseOne Change Benefits Self-Service

Benefits

Administrator

Compensation

Manager

Pension

Administrator

Stock

Administrator

Employee

Employee Self

Service?

Work Files

Required?

Build Dependent/

Beneficiary Work

File

Build Available

Plans Work File

Build Self Service

Current Coverage

Work File

Yes

Reason for

Change?

Change Benefits

due to Divorce

Change Benefits

due to Children

Change Benefits

due to Marriage

Reason for

Dep/Ben

Change?

Change

Dependents/

Beneficiaries due

to Divorce

Change

Dependents/

Beneficiaries due

to Children

Change

Dependents/

Beneficiaries due

to Marriage

Employee

Actions?

Benefit

Plan

Changes

Dependent/

Beneficiary

Changes

Marriage

Divorce

Children

Marriage

Divorce

Children

Select Divorce

Event

Select Children

Event

Select Marriage

Event

Select

Dependents/

Beneficiaries due

to Divorce

Select

Dependents/

Beneficiaries due

to Children

Select

Dependents/

Beneficiaries due

to Marriage

Identify

Dependents/

Beneficiaries

Enroll in Divorced

Plans

Enroll in Child

Plans

Enroll in Married

Plans

Review Elected

Divorced Plans

Review Elected

Child Plans

Review Elected

Married Plans

Review

Information due to

Divorce

Review

Information due to

Children

Review

Information due to

Marriage

Create Work

File Reports?

Create Available

Plans Work File

Report

Create Dependent/

Beneficiary Work

File Report

Create Current

Coverage Work

File Report

Determine

Revisions

Required?

Revise Available

Plans Work File

Revise

Dependent/

Beneficiary Work

File

Revise Current

Coverage Work

File

Proof or

Update Mode?

Process Benefits

Elections

Proof

Or

Update

Review

Elections

Elections

Correct?

Correct – Run in Update Mode

Incorrect – Rerun in Proof Mode

Determine

Work Files to

Clear?

Clear Available

Plans Work File

Clear Dependent/

Beneficiary Work

File

Clear Current

Coverage Work

File

Elections

Update

Manage Stock

Manage

Pension

Measure

Reward

Effectiveness

Page 15: JD Edwards EnterpriseOne Reward - Oracle€¦ · JD Edwards EnterpriseOne Reward Sales Compensation Administrator Pension Administrator Benefits Administrator Stock Administrator

Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

JD Edwards EnterpriseOne Print Benefits Enrollment Form

Benefits

Administrator

Benefits

Enrollment

Form

Required?

Form

Required?

Print Benefits

Enrollment form by

Employee

Print Benefits

Enrollment form by

Group

Print Benefits

Enrollment form by

Group and

Employee

Send Form to

EmployeesYes

Page 16: JD Edwards EnterpriseOne Reward - Oracle€¦ · JD Edwards EnterpriseOne Reward Sales Compensation Administrator Pension Administrator Benefits Administrator Stock Administrator

JD Edwards EnterpriseOne Change Employee Enrollments

Benefits

Administrator

Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

Change Amount or

Rate

End Enrollment

using Stop Auto

Date/Status

End Enrollment

using Override

Date

Correct Mistaken

Enrollment

Verify Eligibility

Change Amount or

Rate

End Enrollment in

Single Plan

End All

Enrollments

Submit

Enrollments

Provide

Statements and

Notifications

Work with

Employee

Enrollment

Work with

Employee

Enrollment

Overrides

Next Action?Eligibility

Requirements?

Eligibility

Exceptions

Eligibility

Requirements

Page 17: JD Edwards EnterpriseOne Reward - Oracle€¦ · JD Edwards EnterpriseOne Reward Sales Compensation Administrator Pension Administrator Benefits Administrator Stock Administrator

JD Edwards EnterpriseOne Change Fund Allocations

Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

Benefits

AdministratorNext Action?

Enter Employee

Allocations

Identify Allocations

by Employee

Additional

Changes

Required?

Change Employee

DBA Instructions

Change Benefits

by Employee

Provide

Statements and

Notifications

No Changes

Page 18: JD Edwards EnterpriseOne Reward - Oracle€¦ · JD Edwards EnterpriseOne Reward Sales Compensation Administrator Pension Administrator Benefits Administrator Stock Administrator

Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

JD Edwards EnterpriseOne Review Employee Benefits

Benefits

Administrator

Review Benefits

by Plan

Review

Dependents/

Beneficiaries

Review Employee

Information

Review Benefits

by Employee

Review Plan

Master

Maintain

Employee Benefits

while on Unpaid

LOA

Provide

Statements and

Notifications

Type of

Benefits to

Review?

Next Action?

Page 19: JD Edwards EnterpriseOne Reward - Oracle€¦ · JD Edwards EnterpriseOne Reward Sales Compensation Administrator Pension Administrator Benefits Administrator Stock Administrator

Print Student

Institutions Report

Print Dependent/

Beneficiary

Supplemental

Data - Alpha

Print Dependent/

Beneficiary

Supplemental

Data - Numeric

Print Dependent/

Beneficiary Data

by Data Type -

Alpha

Print Dependent/

Beneficiary Data

by Data Type -

Numeric

Print Dependent/

Beneficiary Data

by Dependent/

Beneficiary - Alpha

Print Dependent/

Beneficiary Data

by Dependent/

Beneficiary -

Numeric

Print Dependent/

Beneficiary

Missing

Information

Print Dependents

Over Maximum

Age

Print Non -

Qualifying

Dependents

JD Edwards EnterpriseOne Create Employee Benefits Reports

Benefits

Administrator

Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

Next Action?

Determine

Employee

Benefits

Reports

Required?

Print Benefit

Enrollment

Outside Group

Print Benefit

Enrollment

Outside Group -

Active

Print Mandatory

Participation

Exception

Print Required

Elections in

Benefits

Print Dependent/

Beneficiary Cross

Reference

- Unprocessed

Print Dependent/

Beneficiary Cross

Reference -

All

Print Dependent/

Beneficiary by

Plan ID and

Employee

Print Dependent/

Beneficiary

Exceptions

Print Benefit

Enrollment by Plan

Print Employee

List by Benefit

Group

Provide

Statements and

Notifications

Page 20: JD Edwards EnterpriseOne Reward - Oracle€¦ · JD Edwards EnterpriseOne Reward Sales Compensation Administrator Pension Administrator Benefits Administrator Stock Administrator

JD Edwards EnterpriseOne Provide Statements and Notifications

Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

Compensation

Manager

Pension

Administrator

Stock

Administrator

Employee

Benefits

Administrator

Change Employee

Enrollments

Change Fund

Allocations

Review Employee

Benefits

Create Employee

Benefits Reports

Confirm?

Create Statements

and Notifications

Receive

Statements

Manage Stock

Manage Pension

Measure Reward

Effectiveness

Notify Carrier of

Benefit Updates

Receive

Notifications of

Updates

Yes

No

Page 21: JD Edwards EnterpriseOne Reward - Oracle€¦ · JD Edwards EnterpriseOne Reward Sales Compensation Administrator Pension Administrator Benefits Administrator Stock Administrator

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JD Edwards EnterpriseOne L2 Enroll in Benefits

Compensation

Manager

Employee

Benefits

Administrator

Plan Rewards

Employee

Self-Service?

Enroll in Benefits

Self-Service

Method?

Enroll Multiple

Employees in

Benefits Plans

Enroll Single

Employee in

Benefits Plan

Identify

Dependents and

Beneficiaries

Manage Benefits

Yes

No

Page 22: JD Edwards EnterpriseOne Reward - Oracle€¦ · JD Edwards EnterpriseOne Reward Sales Compensation Administrator Pension Administrator Benefits Administrator Stock Administrator

JD Edwards EnterpriseOne Enroll in Benefits Self-Service

Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

Employee

Benefits

Administrator

Employee Self-

Service?

Work Files

Required?

Build Self Service

Current Coverage

Work File

Build Dependent/

Beneficiary Work

File

Build Available

Plans Work File

Employee

Actions?

Review Current

Elections

Review Current

Elections

Identify

Dependent/

Beneficiary Data

Identify name and

Address

Elect Benefit

Coverage

Review Benefits

SummerySelect Benefit Plan

Review Elected

Benefits

Create Work

File Reports?

Create Current

Coverage Work

File Report

Create Available

Plans Work File

Report

Create Dependent/

Beneficiary Work

File Report

Determine

Revisions

Required?

Revise Current

Coverage Work

File

Revise Available

Plans Work File

Revise

Dependent/

Beneficiary Work

File

Yes

Enrollment

Dependent/

Beneficiary

Information

No Revisions

Proof or

Update Mode?

Process Benefits

Elections

Review

Elections

Elections

Correct?

Determine

Work Files to

Clear?

Clear Current

Coverage Work

File

Clear Dependent/

Beneficiary Work

File

Clear Available

Plans Work File

Manage BenefitsProof or UpdateElections

Update

Correct – Run in Update Mode

Incorrect – Rerun in Proof Mode

Page 23: JD Edwards EnterpriseOne Reward - Oracle€¦ · JD Edwards EnterpriseOne Reward Sales Compensation Administrator Pension Administrator Benefits Administrator Stock Administrator

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JD Edwards EnterpriseOne Enroll Multiple Employees in Benefits Plans

Benefits

Administrator

Method?

Create Batch

Enroll with

Eligibility

Select Mode?

Produce Batch

Enrollment Report

in Proof Mode

Review Batch

Enrollment

Reports

Data Correct?

Identify

Dependents and

Beneficiaries

Produce Batch

Enrollment Report

in Final Mode

Proof

Final

Correct – Run

In Update Mode

Incorrect – Rerun in Proof Mode

Page 24: JD Edwards EnterpriseOne Reward - Oracle€¦ · JD Edwards EnterpriseOne Reward Sales Compensation Administrator Pension Administrator Benefits Administrator Stock Administrator

Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

JD Edwards EnterpriseOne Enroll Single Employee in Benefits Plan

Employee

Benefits

Administrator

Method?Enroll Employee

Individually

Enroll with

Eligibility?

Elect Benefits

Amount or

Rate

Required?

Identify Amount or

Rate

Changes

Required?

Select

Changes That

are Required?

Calculate Plan

Amount

View Plan Master

Submit

Enrollments

Identify

Dependents and

Beneficiaries

No

Yes

No Changes

Identify Enrollment

Overrides

Amount or

Rate

Required?

Change Amount or

Rate

Changes

Required?No

Yes View Plan Master

Assign Beneficiary

Identify Allocations

by Employee

No

Yes

Request

Enrollment

Page 25: JD Edwards EnterpriseOne Reward - Oracle€¦ · JD Edwards EnterpriseOne Reward Sales Compensation Administrator Pension Administrator Benefits Administrator Stock Administrator

JD Edwards EnterpriseOne Identify Dependents and Beneficiaries

Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

Benefits

Administrator

Enroll Multiple

Employees in

Benefits Plans

Enroll Single

Employee in

Benefits Plan

Review Current

Elections

Identify

Dependent/

Beneficiary Data

Identify Name and

Data

Elect Benefit

Coverage

Identify Address

Book Information

Supplemental

Data

Required?

Identify

Dependent/

Beneficiary

Supplemental

Data

Enroll in

Benefits?

Identify Benefit

Enrollments

Manage Benefits

No

Yes