In the first part of this series, How to Get Some Appreciation from Your Employees with a Total Rewards Statement, I talked about some of the items that you could include in your Total Rewards Statement.  In this blog I want to talk about how to configure the statement.  The configuration is very flexible and easy to use.

Let’s look at the Statement Template first.  The following is a diagram of the Summary page indicating the template sections and what they control on the statement.

On a non-Summary page there are additional controls.

Let’s start with the Template.  It has two main sections:  Statement Information and Statement Sections.  The Statement Information contains the general description and labels, as well as links to preview the statement either in Classic mode or Fluid mode.  If you originally published the Total Rewards statements using Classic the setup information will still be in this page and can still be previewed in the way it was originally generated.  Any new statements created using the Fluid statement can be previewed using the Preview Fluid Statement link.

Although all of the sections can have different appearances they are actually all configured in the Statement Sections area.  A Summary section is required, but other than that you can choose what type, how many sections that you want to have, and which reward items to put in the section.

Insert the Reward Items you want to include in that section, and which columns you want in the section grid.  This information is what will appear in the middle of the page.

The Employee Communication area will be on the right hand side of the statement and is where you can put messages to employees. Since it uses a Rich-Text-Editor (RTE) you can include links to information, images, grids, as well as use text with different fonts, font sizes, and colors.  There is even a spell check feature.  We also provide system variables that you can use to personalize the message, such as the employees first and last name or their job title.

The same template can be used from year-to-year, however if you do need to make a change you can insert a new effective dated row and make your changes. 

Now that we have seen the final product, we can look at what we need to set up to support the template.   The first setup we will look at is the Reward Data Source.  PeopleSoft provides seven different sources:

•           Benefits Leave Accrual Balance (BEN_LEAVE_BAL)

•           North American Payroll Canadian Taxes (NAP_CAN_TAXES)

•           North American Payroll Deductions (NAP_DEDUCTIONS)

•           North American Payroll Earnings (NAP_EARNINGS)

•           North American Payroll U.S. Taxes (NAP_US_TAXES)

•           Stock Administration Grants – Exercisable Shares (ST_GRANT_EXER)

•           Total Rewards External Data (TRW_EXTRNL_DATA)

 

The Define Reward Data Source pages set up the extract tables and filters, reward filters and output, and any reward calculations you may want to create. 

The Extract Tables tab shows you the tables that are used and the SQL statement that is used to extract the data.  The Extract Filters tab shows the filters that are used and allows you to edit that filter.

The Reward Filters allow you to control the rewards data that is extracted at the reward item level.  The Reward Output page allows you to control the information that is displayed, the grid labels, and the source for the description.  Common calculations on the Rewards Calculations tab include calculating the monetary amount for leaves or stock grants. 

These sources should take care of most, if not all, of your needs.  If you find you want to include information that doesn’t readily fit into one of these sources you might want to utilize the External Data Source.  An example is a customer wanted to use data from Global Payroll, but since we didn’t provide a source for it they simply extracted the data using Query and uploaded it as External Data.  This approach has worked beautifully.

If you still want to create your own data source, refer to My Oracle Support (MOS) document ID 1541710.1 How to Create a New Reward Data Source.

The next configuration you will need to look at is Reward Items. 

Use this page to configure the description that will show on the statement, the filters to use for this item, as well as whether or not to display this item on the Manager’s view of the statement.

One of the main configurations will be which Detail Output Fields you will want to display.  The fields available will depend on the Data Source selected.  For instance, if you want to bring in Bonus Data and your data source is the External Data table then you will have 8 possible fields, but if you use the North American Payroll Earnings data source you only have 5 fields to choose from. 

For External Reward Items you will need to take an extra step of defining the External Reward Data.

In Part 3 of this blog series I will be talking about the processes involved with extracting the data and publishing the statements.