JD Edwards EnterpriseOne Reward

Transcription

1 JD Edwards EnterpriseOne Reward Plan Rewards Measure Reward Effectiveness Award Salary Increases Manage Performance Line Award Performance Incentives Stock Manage Stock Enroll in Manage Pension Manage Pension Sales Award Sales Incentives

2 JD Edwards EnterpriseOne L2 Manage Performance Plan Rewards Award Salary Increases Monitor Scorecards and KPIs Review Performance Plan Development and Update Career Plans Line Track Skills, Competencies and Accomplishments Award Performance Incentives

3 JD Edwards EnterpriseOne Track Skills, Competencies and Accomplishments Plan Rewards Evaluate Skills Update Competency Review Competency History Line Perform Gap Analysis Create Action Plan Create Goals to Increase Competencies Review Performance

4 JD Edwards EnterpriseOne Review Performance Monitor Scorecards and KPIs Work with Performance Information Print Performance Appraisals Plan Development and Update Career Plans Line Track Skills, Competencies and Accomplishments Award Performance Incentives Award Salary Increases

5 JD Edwards EnterpriseOne L2 Award Salary Increases Line Manage Performance Manage Reviews Change Salary Using Workflow Measure Reward Effectiveness Change Salary Using Salary Planning Change Pay Rate Plan Rewards Type of Change? Change Salary at a Future Date Perform Mass Changes Administer Pay Grades and Steps

6 JD Edwards EnterpriseOne Change Salary Using Workflow Approve/Reject Change via Workflow Review Salary Change Message Work with Basic Identify Salary Change Determine if Salary Change is above Workflow Above or Below Threshold? Approve or Reject Salary Change Type of Change? Line Manage Reviews

7 JD Edwards EnterpriseOne Change Salary Using Planning Type of Change? Lotus Lotus WordPro Work with Basic Review Salary Planning Determine s to Work With Select Format for Export? Microsoft Excel Perform Necessary Calculations Import File Coral WordPerfect Coral QuattoPro Line Manage Reviews

8 JD Edwards EnterpriseOne Change Pay Rate Change Pay Rate Information Identify Pay Rate Revisions Additional Information Review Pay Rate History No Type of Change? Change Salary Line Manage Reviews

9 JD Edwards EnterpriseOne Change Salary Future Date Type of Change? Enter Future Data Master Revisions Select Additional Data Item Select Method for Update? Update Info In Batch Process Update Data to Master In Final Update End Line Manage Reviews

10 JD Edwards EnterpriseOne Perform Mass Changes Maintenance Required Multiple Change Required Review and/or Change UDC Create Master Mass Changes Select Type of Change? No Change Initiate Master Mass Changes Review Mass Change Report Revise Future Data Master, if Needed Change Future Data Item Human Resource Specialist End In Final Update Select Method for Update? Update Info In Batch Process Update Data to Master

11 JD Edwards EnterpriseOne Admin Pay Grades & Steps Line Delete with Final Update Manage Reviews Method of Clearing Work File? Manual Delete Delete Work File Update Complete Create Progression Workgroup Review Workgroup Information Changes No Proof or Update Mode? Proof Or Update Update Changes to Master Table Review Master Update Information Changes s to be Moved To new Pay Grade Step No Changes Run in Proof Mode Type of Change? Pay Grade Type of Change Make Changes Update Changes to Work File Change to Pay Grade Step Required, Changes Rerun in Proof Mode Update Pay Grade Step Rate

12 JD Edwards EnterpriseOne Manage Reviews Line Print Upcoming Reviews Review Proposed Increases for Approval Increases Approved? Approved Update Information Review Increases Correct - Run in Update Mode Incorrect - Rerun in Proof Mode Increases Correct? Change Salary Using Workflow Change Salary at a Future Date Measure Reward Effectiveness Change Salary Using Salary Planning Perform Mass Changes Review Available Budget Work with Reviews Review s Salary and Performance Review Review Approvals Determine Increase Amounts Perform Salary Calculations Submit Proposed Increases Change Pay Rate Administer Pay Grades and Steps No Calculations Correct?

13 JD Edwards EnterpriseOne L2 Manage Measure Reward Effectiveness Enroll in Change Enrollments Change Fund Allocations Self Service? No Enrollment from No Next Action? Provide Statements and Notifications Review Print Enrollment Form Send Form to s Create Reports Change Self-Service Receive Form, Prepare and Return Stock Manage Stock Pension Manage Pension

14 JD Edwards EnterpriseOne Change Self-Service Build Self Service Current Coverage Work File Create Current Coverage Work File Report Revise Current Coverage Work File Clear Current Coverage Work File Self Service? Work Files Build Dependent/ Beneficiary Work File Create Work File Reports? Create Available Plans Work File Report Determine Revisions Revise Available Plans Work File Proof or Update Mode? Proof Or Update Process Elections Review Elections Elections Correct? Elections Update Determine Work Files to Clear? Clear Available Plans Work File Correct Run in Update Mode Build Available Plans Work File Create Dependent/ Beneficiary Work File Report Revise Dependent/ Beneficiary Work File Incorrect Rerun in Proof Mode Clear Dependent/ Beneficiary Work File Marriage Change due to Marriage Select Marriage Event Enroll in Married Plans Review Elected Married Plans Benefit Plan Changes Reason for Change? Divorce Change due to Divorce Select Divorce Event Enroll in Divorced Plans Review Elected Divorced Plans Children Change due to Children Select Children Event Enroll in Child Plans Review Elected Child Plans Actions? Marriage Change Dependents/ Beneficiaries due to Marriage Select Dependents/ Beneficiaries due to Marriage Review Information due to Marriage Dependent/ Beneficiary Changes Reason for Dep/Ben Change? Divorce Change Dependents/ Beneficiaries due to Divorce Select Dependents/ Beneficiaries due to Divorce Identify Dependents/ Beneficiaries Review Information due to Divorce Children Change Dependents/ Beneficiaries due to Children Select Dependents/ Beneficiaries due to Children Review Information due to Children Stock Manage Stock Pension Manage Pension Measure Reward Effectiveness

15 JD Edwards EnterpriseOne Print Enrollment Form Print Enrollment form by Group Enrollment Form Form Print Enrollment form by Send Form to s Print Enrollment form by Group and

16 JD Edwards EnterpriseOne Change Enrollments Change Amount or Rate End Enrollment using Stop Auto Date/Status Eligibility Requirements Work with Enrollment End Enrollment using Override Date Submit Enrollments Provide Statements and Notifications Correct Mistaken Enrollment Next Action? Eligibility Requirements? Verify Eligibility Change Amount or Rate Eligibility Exceptions Work with Enrollment Overrides End Enrollment in Single Plan End All Enrollments

17 JD Edwards EnterpriseOne Change Fund Allocations Change DBA Instructions Next Action? Enter Allocations Identify Allocations by Additional Changes No Changes Provide Statements and Notifications Change by

18 JD Edwards EnterpriseOne Review Review by Review Plan Master Review Dependents/ Beneficiaries Next Action? Type of to Review? Review by Plan Review Information Maintain while on Unpaid LOA Provide Statements and Notifications

19 JD Edwards EnterpriseOne Create Reports Print List by Benefit Group Print Non - Qualifying Dependents Print Benefit Enrollment by Plan Print Dependents Over Maximum Age Print Benefit Enrollment Outside Group Print Student Institutions Report Next Action? Determine Reports Print Benefit Enrollment Outside Group - Active Print Mandatory Participation Exception Print Required Elections in Print Dependent/ Beneficiary Cross Reference - Unprocessed Print Dependent/ Beneficiary Cross Reference - All Print Dependent/ Beneficiary by Plan ID and Print Dependent/ Beneficiary Exceptions 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 Provide Statements and Notifications

20 JD Edwards EnterpriseOne Provide Statements and Notifications Change Enrollments No Notify Carrier of Benefit Updates Receive Notifications of Updates Change Fund Allocations Confirm? Review Create Reports Create Statements and Notifications Receive Statements Stock Manage Stock Pension Manage Pension Measure Reward Effectiveness

21 JD Edwards EnterpriseOne L2 Enroll in Plan Rewards Enroll Multiple s in Plans Self-Service? No Method? Identify Dependents and Beneficiaries Manage Enroll Single in Plan Enroll in Self-Service

22 JD Edwards EnterpriseOne Enroll in Self-Service Build Self Service Current Coverage Work File Create Current Coverage Work File Report Revise Current Coverage Work File Clear Current Coverage Work File Self- Service? Work Files Build Dependent/ Beneficiary Work File Create Work File Reports? Create Available Plans Work File Report Determine Revisions Revise Available Plans Work File Proof or Update Mode? Proof or Update Process Elections Review Elections Elections Correct? Elections Update Determine Work Files to Clear? Clear Dependent/ Beneficiary Work File Manage Correct Run in Update Mode Incorrect Rerun in Proof Mode Build Available Plans Work File Create Dependent/ Beneficiary Work File Report Revise Dependent/ Beneficiary Work File Clear Available Plans Work File No Revisions Dependent/ Beneficiary Information Review Current Elections Identify Dependent/ Beneficiary Data Identify name and Address Elect Benefit Coverage Actions? Enrollment Review Current Elections Review Summery Select Benefit Plan Review Elected

23 JD Edwards EnterpriseOne Enroll Multiple s in Plans Incorrect Rerun in Proof Mode Method? Create Batch Enroll with Eligibility Select Mode? Proof Produce Batch Enrollment Report in Proof Mode Review Batch Enrollment Reports Data Correct? Identify Dependents and Beneficiaries Correct Run In Update Mode Final Produce Batch Enrollment Report in Final Mode

24 JD Edwards EnterpriseOne Enroll Single in Plan Elect Amount or Rate Identify Amount or Rate Calculate Plan Amount No Changes Select Changes That are No Changes Submit Enrollments Identify Dependents and Beneficiaries Method? Enroll Individually Enroll with Eligibility? View Plan Master No Identify Enrollment Overrides Amount or Rate Change Amount or Rate View Plan Master No Changes Identify Allocations by Assign Beneficiary Request Enrollment

25 JD Edwards EnterpriseOne Identify Dependents and Beneficiaries Enroll Multiple s in Plans Review Current Elections Identify Dependent/ Beneficiary Data Identify Name and Data Enroll Single in Plan Elect Benefit Coverage Identify Dependent/ Beneficiary Supplemental Data Identify Address Book Information Supplemental Data No Enroll in? Identify Benefit Enrollments Manage