Comp Plan Setups- Notify Managers of Approaching Worksheet Due Dates

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Notifying managers of approaching worksheet due dates in Oracle Fusion ensures they are aware of important deadlines within the compensation cycle. By setting up automatic reminders, managers can submit their compensation worksheets on time. Here’s how to configure these notifications step-by-step:

1. Navigate to Compensation Work Area

  • Go to Navigator > Compensation > Manage Compensation Plans.

2. Open the Compensation Plan

  • Select the relevant compensation plan in which you want to configure the notifications.
  • Click Edit Plan to open the plan configuration.

3. Go to the Alerts and Notifications Section

  • In the compensation plan setup, navigate to the Alerts and Notifications or Communication section.
  • This section is where you configure automatic alerts, including notifications for worksheet deadlines.

4. Enable Notifications

  • In the Notifications tab, enable Worksheet Deadline Notifications to ensure managers receive automatic alerts about upcoming due dates.

5. Set Notification Timing

You can set up multiple reminders based on when the due date is approaching.

a) Initial Notification

  • Set the first notification to be sent when the worksheet becomes available for managers. This ensures that managers are aware that the compensation cycle has started, and they need to begin working on their worksheets.
  • Example: Send notification 10 days before the worksheet due date.

b) Reminder Notifications

  • Configure reminder notifications that are triggered as the worksheet due date approaches.
  • Example:
    • Send the first reminder 5 days before the worksheet due date.
    • Send the second reminder 1 day before the due date.
    • Optionally, you can set up a final reminder on the due date itself, urging managers to complete any outstanding tasks.

6. Define Recipients

  • Ensure the notifications are sent to the appropriate managers:
    • Line Managers: Managers responsible for filling out the compensation worksheets for their direct reports.
    • Compensation Administrators: In some cases, administrators may also want to receive notifications to monitor completion rates.

You can also configure proxy managers to receive the notifications if the assigned manager is on leave or unavailable.

7. Customize Notification Content

  • Customize the subject and body of the notifications to clearly communicate the message. Example notification content:

    Subject: “Reminder: Compensation Worksheet Due in 5 Days”

    Body:

    vbnet
    Dear [Manager Name],

This is a reminder that the compensation worksheet for your team is due on [Due Date]. Please ensure that all necessary data is entered, and the worksheet is submitted by the due date.

If you need assistance or have any questions, please contact [Compensation Administrator].

Thank you,
[Company Name]

  • Personalize the message using dynamic tokens, such as [Manager Name], [Due Date], or [Compensation Plan Name]. This will make the message more relevant to the recipient.

8. Configure Escalation Notifications (Optional)

  • If a manager does not submit their worksheet by the due date, you can set up escalation notifications that go to a higher-level manager or the compensation administrator.
  • This can help ensure that any delayed submissions are addressed promptly.
  • Example: Send an escalation notification 1 day after the due date if the worksheet is

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