Compensation

Compensation is one of the most critical and sensitive factors for any employee and the employer. Every organization

handles it with utmost care when it comes to defining the same.

Managers needing their direct reporting teams data in one common place so that they can easily do a comparative analysis

Compensation Administer tracks progress on compensation cycle

Management leaders require accurate reporting and updates every single time the compensation cycle proceeds

The Solution

PeopleSoft Compensation 9.2 is the best answer for all these needs. It provides interactive pivot grids for users

to have more strategic decisions, dynamic reporting with proper data security. Managers can also make use of

analytics provided at Compensation History for individual employee compensation history.

Pivot Grids basis is PS Queries, which display the gathered data into easy to use grids and charts. There are

delivered pivot grids in Compensation which can be configured based on specific needs.

PeopleSoft Compensation 9.2 delivers following Pivot Grids:

Compensation Peer Analysis- Enable managers to compare compensation by position, location and department for their direct reportees.

Compensation Cycle Admin-For Admin to track progress and status of open compensation cycles

Compensation Distribution

Compensation by Performance

Information Displayed in the Salary Analysis Pivot Grid

Managers can use the Salary Analysis pivot grid to compare salary compensation for all their direct and indirect reports. When viewed in the grid format, this pivot grid displays the salary minimum, maximum, and midpoint of an employee, which is defined on the salary grade assigned to each employee. If such information is not available for the employee in the system, the values will be displayed as zero for the employee in the chart.

Data displayed in this pivot grid pertains to the compensation cycle from which the pivot grid is generated and it covers all salary plans within that cycle. Variable compensation plans are not included.

The initial view of the pivot grid shows the average current annual salaries of all direct and indirect reports of the manager, broken down by employee name. When you click a segment of the chart, you can select to view the details of the segment in a grid format, which is the salary information the selected employee.

From the Compensation Distribution pivot grid, managers can see how their employees are compensated in terms of salary pay, specifically, where they are in relation to their respective salary ranges.

Data displayed in this pivot grid pertains to the compensation cycle from which the pivot grid is generated and it covers all plans within that cycle.

The initial view of the pivot grid shows the employee count (direct and indirect reports of the manager) for each of these salary range categories:

Below the salary range minimum Within the salary range, but below the salary midpoint Within the salary range and at or above the salary midpoint Above the salary range maximum

Head count movement

Pivot Grid functionality provides grid and chart visualization with the ability to filter data by any dimension and drill down on facts to the individual detail level. Pivot grids use PS Queries as the basis to gather data and then transform the results into easy to use pivot tables or charts.

PeopleSoft HCM delivers headcount pivot grids to enable your organization to take a proactive approach to planning, analyzing, and anticipating workforce needs by filtering and presenting data graphically, using different views. Headcount grids enable HR Administrators to view headcount data visually and filter this data to a more granular level. These grids also provide managers with additional insight into the organization, particularly when looking to restructure. Users view the data within the context of the transaction, ensuring proper data security based on their current security access settings used for other reports executed from Workforce Reports

PeopleSoft HCM delivers these headcount pivot grids for the following users:

Administrator Headcount Movement - Shows administrators all job actions that occurred during the

specified reporting period (the default chart renders the latest 12 months). Current Headcount - Enables administrators to compare the distribution of the

organizational population by employee, contingent worker, and persons of interest, based upon current job effective dated rows.

Manager Headcount Movement - Allows managers to compare the distribution of the organizational

population by job code based upon current job effective dated rows. Current Headcount - Displays job actions of those that report to the logged-in manager that

occurred during the specified reporting period.

The headcount pivot grids are accessible from the Direct Reports pagelet on the Manager Dashboard.

To provide flexibility, you can define prompts to enable the user to display the data they need in the pivot grid.

Filters can be applied to the data to further slice it for analysis. Once the results are rendered, the user is able to drill down to the data details and interact with the data in a table format.

You can use the delivered pivot grids, or quickly configure your own using a 5 step setup wizard based off of any PS Query. For more information on Pivot Grid functionality, see the product documentation for PeopleTools: PeopleSoft Pivot Grid.

PeopleSoft HCM 9.2 increases your productivity with PeopleTools Pivoting Technology--a native PeopleTools functionality that transforms thePS Query result set into an Excel-like pivot table, chart, or grid. This provides you with a visualization tool to interpret data throughpivoting and filtering. Pivot Grids improve the application experience—you’ll see the data you want to see exactly how you want to see it.The Actionable Operational Analytics are embedded within pages to support key personnel, organizational, and

compensationdecisions. These interactive analytical grids and charts provide greater decision support capabilities, access to actionable information,and are self-service accessible through: Pagelets on Homepages, Dashboards, and WorkCenters.Related Actions and Related Content And on PeopleSoft Portal Pages.In this video feature overview we’ll highlight PeopleSoft HCM 9.2 pivot grids that enable you to aggregate data and show new perspectivesin just a few clicks.In this example, a manager logs in to the PeopleSoft system and views the Headcount Movement pivot grid from theManager Dashboard. This pivot grid enables you to compare the distribution of HR changes.The data shown here is for a year, but with quick access to advanced options, you can change the time frame to meet your needs.Multiple data filters enable you to define the fields you want to view and how the information is displayed.Easily filter the information in the chart using the pull-down menus.Today, you want to see if there is more movement of employees in some departments than others.Change the Chart Options fields to change the chart.The chart now reflects the information you want to see in the way you want to see it.Change the Chart Options again to look at Job actions for Full Time versus Part Time employees.Easily toggle between chart types.With Pivot Charts, you can drill down to see the details for your source data in a chart view.Use the wide array of related actions available to work right from the chart.Next, let’s look at Compensation pivot grids, which provide quick, real-time reporting capabilities to administrators and managersduring a compensation cycle.For example, the Compensation Distribution pivot grid shows how employees currently fall within their associated salary range.The Salary Analysis pivot grid shows how employees’ current salaries compare with each other.Change the Reporting filter to see only your direct reports.Then, add an overlay field to see how many of your directs within salary range are above or below the midpoint.With the Salary Increase by Performance pivot grid, see how proposed increase percentages are distributed by performance rating.For example, the best performers receive the highest percent raises.Change the Chart Options to see how total salary amount increases are distributed by performance.Drill down into the Exceeds Expectations data segment to see increases for each employee in that category.Use the Related Actions to look at a detailed view of your employee’s performance documents.In this final example, a recruiter needs to review how many applicants are in each phase of the recruiting cycle. Using a cycle tracking pivot gridfor In Process Applicants, you can see how many applicants are in the phase of reviewed, screened, interviewed, and so on.It is easy to see where bottlenecks may be in the process and where you may need to take action.You check the detailed view for applicants in the Screened phase for applicants that you need to send to the hiring manager.You decide to forward the applicant using Related Actions right from the detailed chart.Complete your email from the Forward applicant page.Then, take a look at the hiring manager’s applicant pipeline using filtering options to change your view.This specific selection capability is just one feature available with pivot grids that enables you to filter operational data into precise,configured views that provide meaningful insight or patterns that are often overlooked with pre-defined reports.PeopleSoft HCM 9.2 delivers more than 20 pivot grids, enabling you to access and analyze information to address your business needsand increase your productivity.

Many PeopleSoft users will be accessesing few navigations most frequently for their everyday activities. To access these navigations they will be traversiing through the same navigation path by multiple clicks. We can help these users by providing them a pagelet with these links so they can access these links in home page with minimum clciks.

We can create a pagelet with navigation collection by follwing the below three steps:

1) Create the Navigation Collection.2) Publishing the Navigation Collection as a Pagelet.3) Adding a Pagelet to the Homepage.

Create the Navigation Collection - You can have whatever menus/components you want in your collection.

1) Go to PeopleTools > Portal > Portal Utilities > Navigation Collections. 2) Add a Collection with an appropriate Name and Description.3) Click Add Folder.4) Select Menu Folder, from the Employee Portal. 5) Use the prompt to locate the folder to add, click the plus folder next to a high level menu to expand it and choose a child menu. 6) Highlight the top level, and click Add Folder again. Repeat the process until you have added all your folders. 

Now we have created the navigation collection. Next we have to publish this navigation collection.

Publishing the Navigation Collection as a Pagelet.

1) Go to PeopleTools > Portal > Pagelet Wizard > Pagelet Wizard. 2) Add a New Pagelet and fill out the Title etc. 3) Choose a Data Type of Navigation Collection. 4) Choose a Portal of Employee and prompt to find your Navigation Collection (it seems to prepend ADMN by PeopleSoft) 

We have pubished the pagelet. Next we have to dd it to the Homepage.

Adding a Pagelet to theHomepage.

1) From the PIA Homepage, select the ‘Personalize Content’ link. 2) Place a Check in the Checkbox next to the Pagelet you want, then click Save. 3) Click the Personalize Layout link. Select whether you want a 2 or 3 column layout, and move the new Pagelet to the column you wish it to appear in, click Save.