1 © 2006 KBACE Technologies, Inc. Compensation Workbench and Oracle Advanced Benefits Strategies Presenters:Dave Neal Karen Varga KBACE Sales Contact: Robert Enders Director of Business Development Visit KBACE.com for more information

© 2006 KBACE Technologies, Inc. 2 KBACE Corporate Overview Incorporated 1998 Privately held, employee owned Oracle Certified Advantage Partner Multiple Lines of Business Professional ServicesSupport Services DevelopmentEducation Software 300+ Full-time Employees with skills and competencies across the entire E-Business Suite which include: Order Management Manufacturing Projects Financials Payroll Human Resources BenefitsCustomer Relationship Management iApplicationsApplication Technical Concepts

© 2006 KBACE Technologies, Inc. 3 KBACE References

© 2006 KBACE Technologies, Inc. 4 Compensation Workbench Brief review of Core Features Focus on “Pay for Performance” Additional features and uses Oracle Advanced Benefits Timing Diagnostics Existing and future functionality Agenda

© 2006 KBACE Technologies, Inc. 5 Compensation Workbench Designed using 11i Total Comp model Compensation tool for recording periodic rewards for a group of employees Focus: Salary increase Bonus Stock options Performance Ratings Job Changes/Promotions

© 2006 KBACE Technologies, Inc. 6 Core Features Compensation Plans Extensive plan/option eligibility Standard and variable rates calculate compensation for eligible employees Option Level Components Itemize salary (Merit, Promotion, Adjustment) Reward different types of compensation (Salary, Bonus, Stock)

© 2006 KBACE Technologies, Inc. 7 Pay for Performance Rate and promote employees using individual merit measurements Objective merit review Based on skills and achievements Not influenced by budget or compensation goals Analyze performance and promotion totals by review period Enforce business rules based on performance measurements Restrict eligibility and recommend increase range Calculate bonus and stock targets

© 2006 KBACE Technologies, Inc. 8 Performance

© 2006 KBACE Technologies, Inc. 9 Performance

© 2006 KBACE Technologies, Inc. 10 Post to HR Record

© 2006 KBACE Technologies, Inc. 11 Evaluate for Pay

© 2006 KBACE Technologies, Inc. 12 Pay for Performance Read Only Company Guidelines

© 2006 KBACE Technologies, Inc. 13 Pay for Performance – Target Bonus

© 2006 KBACE Technologies, Inc. 14 Utilizing CWB Features

© 2006 KBACE Technologies, Inc. 15 User Hooks CWB Attributes 1-20 –Return 10 alphanumeric and 10 numeric results by plan Fully supported during upgrades Re-compute using refresh without losing manager ’ s work

© 2006 KBACE Technologies, Inc. 16 USER Hoods - Bonus Calculation Details

© 2006 KBACE Technologies, Inc. 17 View Maintenance Multiple views for each plan Display data in separate views for a single plan –Bonus details –Total Compensation

© 2006 KBACE Technologies, Inc. 18 Base Pay View

© 2006 KBACE Technologies, Inc. 19 Target Bonus View

© 2006 KBACE Technologies, Inc. 20 Total Compensation View

© 2006 KBACE Technologies, Inc. 21 CWB Employee Statements Generated by ‘ Worksheet Manager ’ Display detailed reward information by plan Create an Employee Statement Plan to combine rewards from other plans

© 2006 KBACE Technologies, Inc. 22 Employee Statement Task

© 2006 KBACE Technologies, Inc. 23 Employee Statements

© 2006 KBACE Technologies, Inc. 24 CWB Creative Uses Use CWB for modeling –Bonus forecasting throughout year –Annual/periodic planning for future distributions –Retirement annuities, deferred compensation, ESOP rewards for mass element entries

© 2006 KBACE Technologies, Inc. 25 Oracle Advanced Benefits

© 2006 KBACE Technologies, Inc. 26 Timing of Processing Know timing of other modules –Payroll –Finance –Compensation Know impacts to other modules –Assignment Changes –Salary Changes

© 2006 KBACE Technologies, Inc. 27 Keeping the System Clean Watch Error logs on a nightly or weekly basis Report on Backed Out Life Events on a nightly or weekly basis Action Items Triggers –Consider turning Life Event triggers off when post cwb and/or election worksheet WebADI uploads

© 2006 KBACE Technologies, Inc. 28 Diagnostics Scripts Run frequently so don ’ t have a mess to clean up at OE Watch for common problems –Coverage and Rates Overlaps/Gaps –Payroll and Benefits out of Sync –Suspended items not being unsuspended –Overrides – thru dates and are they still validate –Etc.

© 2006 KBACE Technologies, Inc. 29 Revisit that Plan Design Are our Fast Formulas/Work Arounds still needed or has new functionality been delivered to handle these situations. –Reinstate –Timeliness Evaluation Rules –Rates and Coverage Start and End Date Codes –Legal Disclaimer –Interim Coverage and Waiting Period

© 2006 KBACE Technologies, Inc. 30 Staying Up to Date Join BEN Dist List Read all the readme and look for impacts to your modules Always have a back up resource in case of employee turnover Make sure that your training documentation is up to date –User Guide for Configuration –User Guide for Day to Day Enrollment –Common Errors and Resolutions

© 2006 KBACE Technologies, Inc. 31 Testing Testing and More Testing Make sure that you have complete test scripts for patches Module specific Cross Module and interfaces Make sure first time roll out to give yourself more time than anticipated New module/functionality New plan design

© 2006 KBACE Technologies, Inc. 32 Questions/Answers