Configuring alerts in worksheets for compensation plans in Oracle Fusion helps managers receive notifications and prompts when specific conditions are met during the compensation process. These alerts ensure that managers adhere to organizational guidelines, such as budget limits, employee eligibility, or performance thresholds. Here’s how you can configure these alerts:
1. Navigate to Compensation Work Area
- Go to Navigator > Compensation > Manage Compensation Plans.
2. Open the Compensation Plan
- In the Compensation Work Area, select the compensation plan you want to configure.
- Click on Edit Plan to modify the setup.
3. Go to the Alerts Section
- In the plan setup page, find the Worksheet Configuration section.
- Navigate to the Alerts tab, where you can set up custom alerts for various conditions during the compensation cycle.
4. Create a New Alert
- Click Add to create a new alert.
- Define the following details for the alert:
- Alert Name: Give the alert a descriptive name (e.g., “Budget Exceeded Alert”).
- Severity Level: Choose the severity of the alert (e.g., Warning, Critical).
- Alert Type: Choose the type of alert. Alerts can be set for:
- Employee Eligibility: When an employee does not meet the eligibility criteria for the compensation component.
- Budget Exceeded: When a manager exceeds their allocated budget for the compensation plan.
- Performance Rating: When compensation exceeds or falls below a specified threshold based on performance ratings.
- Salary Cap: When a proposed salary exceeds a predefined salary range or grade cap.
- Trigger Conditions: Specify the conditions under which the alert will trigger.
5. Define Trigger Conditions
- Set up specific trigger conditions that will activate the alert:
- For Budget Exceeded alerts, define conditions like the budget allocation percentage (e.g., alert if the proposed compensation exceeds 100% of the allocated budget).
- For Performance Rating alerts, specify performance thresholds (e.g., alert if the proposed increase is more than 5% for employees with a performance rating of “Meets Expectations”).
- For Salary Cap alerts, input the salary range or grade limits, and trigger the alert when compensation exceeds these limits.
- For Eligibility Alerts, configure triggers when an employee is not eligible for the compensation plan (e.g., based on location, job role, or employment type).
6. Configure Alert Actions
- Define what happens when an alert is triggered:
- Show Warning: The alert will display a warning message to the manager when they try to make a decision that violates the conditions.
- Prevent Action: You can prevent the manager from submitting the worksheet if an alert is triggered (e.g., if they exceed their budget, the system blocks the submission).
- Notify Manager: Send a notification to the manager informing them of the issue (e.g., “You have exceeded the budget by 10%”).
7. Set Alert Message
- Write a custom message for the alert that will appear in the worksheet. For example:
- “You have exceeded your allocated budget. Please review your entries.”
- “This employee is not eligible for a merit increase based on their job role.”
- “The proposed salary exceeds the maximum allowable for this grade.”
8. Assign Alerts to Specific Components
- You can assign alerts to specific compensation components, such as merit increases, bonuses, or stock options.
- For example, if you want to monitor bonus allocations specifically, create alerts that only apply to bonus components.
9. Test the Alerts
- Before deploying the alerts, it’s essential to test them to ensure they function as intended:
- Simulate conditions in the worksheet to see if the alerts are triggered correctly.
- Check the behavior for all severity levels (Warning vs. Critical).
- Ensure that notifications are sent and that any restrictions on actions are enforced.
10. Review and Finalize
- Once the alerts are set and tested, finalize the setup.
- Managers will now receive alerts as they work through the compensation worksheet during the cycle.
Key Examples of Alerts:
-
Budget Exceeded Alert:
- Condition: Manager exceeds the allocated budget by more than 5%.
- Action: Show a warning and block the submission until the issue is corrected.
- Message: “You have exceeded your allocated budget. Please adjust your entries.”
-
Performance-Based Alerts:
- Condition: A manager proposes more than a 10% increase for employees with a “Meets Expectations” rating.
- Action: Show a warning but allow submission.
- Message: “Proposed increase exceeds the recommended percentage for employees rated as ‘Meets Expectations.’ Please review.”
-
Eligibility Alerts:
- Condition: Employee is ineligible for a particular compensation plan based on their job role.
- Action: Show a critical alert and prevent action.
- Message: “This employee is not eligible for a merit increase based on their job role.”
11. Monitor Alerts During the Cycle
- Once the compensation cycle starts, you can monitor alerts in real-time as managers fill in the worksheets. Review common alerts and issues to ensure compliance.
Summary of Key Steps:
- Navigate to the Alerts Section in the worksheet configuration.
- Create New Alerts for various conditions (budget, performance, salary caps, etc.).
- Define Trigger Conditions to activate the alert.
- Configure Actions (warnings, blocking actions, notifications).
- Assign alerts to specific compensation components.
- Test the Alerts to ensure functionality.
- Deploy and Monitor Alerts during the compensation cycle.
Setting up alerts in Oracle Fusion worksheets ensures that managers stay within organizational guidelines, promoting consistency and accuracy in compensation decisions.
Comp Plan Setups- Configure Alerts In Worksheet