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Oracle Absence Management Setup

This document provides steps for setting up absence management in the JSAI HRMS system. It includes creating absence categories, types, accrual formulas, and accrual plans. It also describes the rules and features of some seeded accrual formulas for PTO accrual plans.

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Ravish Kumar Singh
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© © All Rights Reserved
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Download as DOCX, PDF, TXT or read online on Scribd
592 views

Oracle Absence Management Setup

This document provides steps for setting up absence management in the JSAI HRMS system. It includes creating absence categories, types, accrual formulas, and accrual plans. It also describes the rules and features of some seeded accrual formulas for PTO accrual plans.

Uploaded by

Ravish Kumar Singh
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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ABSENCE MANAGEMENT SETUP STEPS

1. Navigate to JSAI HRMS -> Total Compensation -> Basic -> Element Description

Link

TEST LEAVE OPENING:

Create Link for the same.


Create Absence Category and Absence ReasonOther Definition -> Application Utilities Lookup (ABSENCE_CATEGORY,ABSENCE_REASON)

Create Absence Type


Basic -> Absence Types

Create Accrual Formula using Template PTO_SIMPLE_BALANCE_MULTIPLIER

This is a simple formula to provide a useful starting point for your own accrual plans. It calls another formula, called
PTO_SIMPLE_PERIOD_ACCRUAL. It is designed to be used with the Carry Over formula
PTO_SIMPLE_CARRYOVER.
These formulas are based on the following rules:
An

accrual term of one calendar year, starting 1 June. So, accrual calculations restart at the beginning of each
June.
An

accrual frequency of one month.

Accrual
Carry

amounts and ceiling are fixed within the formula.

over is always effective on 31 May of the plan year being processed.

Carry

over expires at the end of the plan year. So carried over time with the effective date 31 May 1999 must be
used before 31 May 2000.
Maximum

carry over is fixed within the formula.

Changes to be made :
E = SET_NUMBER('CEILING', 7)
Beginning_Of_Calculation_Year = to_date('0104'||to_char(Calculation_Date,'YYYY'),
'DDMMYYYY')
E = LOOP_CONTROL('TEST_PTO_SIMPLE_PERIOD_ACCRUAL')

Use the Default Formula in PTO_SIMPLE_PERIOD_ACCRUAL Template.

Create Carryover Formula using Template PTO_SIMPLE_CARRYOVER

Changes to be made:
Effective_Date = to_date('3103' + to_char(Calculation_date, 'YYYY'), 'DDMMYYYY')
Max_carryover = 5(Maximum amount that can be carried over)
Create ACCRUAL PLAN

After Accrual Plan creation following Elements will get created automatically:
Test Accrual
Test Accrual Carried Over
Test Accrual Residual
Test Accrual Tagging
Test Accrual Payroll Balance
Add Test Leave Opening in Net Calculation Rules.

Add element (Accrual Plan Name i.e. Test Accrual) in Element Entry Screen.

Seeded Accrual Type Formulas


There are four seeded formulas (of formula type Accrual) for calculating accruals. Each
repeatedly calls another formula (of type Accrual Subformula), in a loop, to calculate
the accrual for each accrual period. There is a Carry Over formula supplied to use with
each Accrual formula. The top level seeded Accrual formulas are:
PTO_PAYROLL_BALANCE_CALCULATION
PTO_SIMPLE_BALANCE_ MULTIPLIER
PTO_ROLLING_ACCRUAL
PTO_HD_ANNIVERSARY_BALANCE

Description of Seeded Accrual Formulas


This section describes the main features of each of the seeded formulas. The rules are
summarized, later, in tables.

PTO_PAYROLL_BALANCE_CALCULATION
This formula calculates accruals in the same way as the accrual function in earlier
releases of Oracle HRMS. It calls another formula which is called
PTO_PAYROLL_PERIOD_ACCRUAL. It is designed to be used with the Carry Over
formula PTO_PAYROLL_CARRYOVER.
These formulas are based on the following rules:
An accrual term of one calendar year, starting 1 Jan. So, accrual calculations restart
at the beginning of each calendar year.
An accrual frequency based on the participant's pay periods. So, employees on a

monthly payroll accrue time each month, employees on semi-monthly payrolls


accrue time twice each month, and so on. PTO accrual occurs automatically for each
eligible plan participant on the last day of his or her pay period, independently of
any payroll run.
Accrual amounts and ceiling are determined by length of service.
Accruals are prorated for suspended assignments.
Carry over is always effective on 31 Dec of the plan year being processed. So, if you
run the Carry Over process and specify the parameters '15 January 2000' and
'Previous' (plan year), the formula calculates the carry over for the year 1 Jan to 31
Dec 1999 and the result has the effective date 31 Dec 1999.
Carry over expires at the end of the plan year. So carried over time with the
effective date 31 Dec 1999 must be used before 31 Dec 2000.
Maximum carryover depends on length of service bands.

PTO_SIMPLE_BALANCE_MULTIPLIER
This is a simple formula to provide a useful starting point for your own accrual plans. It
calls another formula, called PTO_SIMPLE_PERIOD_ACCRUAL. It is designed to be
used with the Carry Over formula PTO_SIMPLE_CARRYOVER.
These formulas are based on the following rules:
An accrual term of one calendar year, starting 1 June. So, accrual calculations restart
at the beginning of each June.
An accrual frequency of one month.
Accrual amounts and ceiling are fixed within the formula.
Carry over is always effective on 31 May of the plan year being processed.
Carry over expires at the end of the plan year. So carried over time with the
effective date 31 May 1999 must be used before 31 May 2000.
Maximum carry over is fixed within the formula.

PTO_HD_ANNIVERSARY_BALANCE
This formula is very similar to PTO_SIMPLE_BALANCE_MULTIPLIER, but the accrual
start date is the anniversary of the employee assignment's hire date.

PTO_ROLLING_ACCRUAL
This is an example formula for an accrual plan that does not have a fixed term start
date. It calls the formula PTO_ROLLING_PERIOD_ACCRUAL. It is designed to be
used with the Carry Over formula PTO_ROLLING_CARRYOVER. (Although carry
over is not relevant to rolling accrual plans, you must select this formula for your
accrual plan. It returns an effective date to the Absence Detail window.)
These formulas are based on the following rules:
An accrual term of one calendar year, with no fixed start date. Accruals are
calculated for the previous 12 months.
An accrual frequency of one month.
Accrual amounts and ceiling are fixed within the formula.
Carry over is not relevant, since the accrual term

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