More Fast Formula Examples For

Advanced Benefits, PTO Accruals and

Payroll Calculations
Bill Stratton
BOSS Corporation

[email protected]

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 Agenda
• Introduction
• Crash Course of Fast Formulas
– Formula Types
– Database Items
– Syntax
– Indirect Results
– Payroll Tables

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 Agenda (continued)
• Real Live Scenarios
• Payroll Calculations
– Student Federal Work Study Solution
• PTO Accrual
– Accrual Rate for New Hires
• Advanced Benefits
– Coverage Date Rule
• Fast Formula Debugging Techniques
• Q&A
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 Who is BOSS?

• About BOSS Corporation

– BOSS is an acronym that stands for “Better Organization
Service Solutions”
– Founded in 1995 by Stephen Adams and Jim Crum

– Both Stephen and Jim were responsible for Oracle consulting

in the Southeast US for Oracle Corporation before forming
BOSS

– BOSS service lines are sharply focused on Oracle Application

implementations; Financials, HR/Payroll and Manufacturing,
technology consulting, and database administration services

– Headquarters are located in Atlanta, with additional offices in

Dallas, Pittsburgh, Raleigh, and Redwood Shores
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 • About BOSS Corporation
• Author of two Oracle Application books
• “Special Edition: Using Oracle Applications”
• “Special Edition: Using Oracle 11i”
– Major sponsor at OAUG conferences; National, European, and many
regional and local groups
– Eleven presentations, papers and panel involvement Fall 2001
OAUG in San Diego
– Fourteen presentations, papers and panel involvement at Spring
2002 OAUG in San Diego
– Ten presentations, papers and panel involvement at Fall 2002
OAUG in San Diego

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 Crash Course in Fast Formula

• Formula Types
– Skip Rules
– Validation
– Payroll Calculations
– Benefit Rules
– PTO Accrual Calculations

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 Crash Course in Fast Formula

• Database Items
– Variable Names for Complex Joins
– Flex Field Segments
– Balances (with Dimensions)
– Global Values
– Element Entry Input Values

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 Crash Course in Fast Formula

• Database Items Examples

– ASG_POSITION
– POS_KF_FUNCTION_CODE
– SCL_ASG_US_TIMECARD_REQUIRED
– GROSS_EARNINGS_ASG_GRE_MONTH
– LONG_TERM_DISABILITY_AMOUNT_ENTRY_VALUE

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 Crash Course in Fast Formula

• Syntax
– Alias Section
– Default Section
– Inputs Section
– Calculation Section
–Assignment Statements
–IF/THEN/ELSE Statements
–No GOTO or Case Statements
– Return Section
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 Crash Course in Fast Formula

• Indirect Results
– Pass Direct Result to Pay Value
– Pass Other Calculations to Other
Elements
– Make sure other elements have
higher priority
– Use Formula Results screen to
pass RETURN values to elements

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 Crash Course in Fast Formula

• Payroll Tables
– Defined in the Application
– Use Table Structure to define table
– Use Table Value to load values
– Date-tracked and can be updated by
Function personnel
– Great place to store rates by database
item (Location, People Group)

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 Real Live Scenarios

• Student Federal Work Study

– Government supplies funds for
student employment
– Part of Financial Aid Package
– Student System Maintains Award
and balances
– Payroll needs to capture
“category”

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 Payroll Calculation Scenario

• Step 1, Create EIT

– Use Assignment EIT
– Tracks Task, Rate and Costing
– Tracks FWS Flag
–Eligible
–Ineligible
–Excludable
–Summer
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 •insert EIT screen prints here

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 Payroll Calculation Scenario

• Step 2, Fast Formula Function

– Returns Rate and FWS Flag
– PL/SQL Package
– Registered with Oracle Apps
– Can be called from Fast Formula

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 •insert screen print of registered function

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 Payroll Calculation Scenario

• Step 3, Create Information Element

– Used to capture dollars by FWS Flag
– Will be populated by Indirect Results

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 •insert screen prints of an information
element

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 Payroll Calculation Scenario

• Step 4, Update Fast Formula

– Use function to retrieve rate and
FWS Flag
– Determine which category to place
dollars based on FWS Flag

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 •insert screen prints of Fast Formula logic

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 Payroll Calculation Scenario

• Step 5, Setup Formula Results

– Send each category to proper Input
Value on Information Element
– After payroll is complete, run interface
to send records to Student System

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 •insert screen print of formula results and
demonstrate run results

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 PTO Accrual

• Recent enhancements added Fast

Formula functionality
• Three types
– Calculation
– Carryover
– Ineligibility

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 PTO Accrual Templates

• PTO Payroll Balance Calculation

– Same as 10.7
– One year term, starts on Jan 1
– Frequency based on payroll period
– Amounts defined on screens
– Carryover effective December 31
– Can now incorporate balances

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 PTO Accrual Templates

• PTO Simple Balance Multiplier

– Accrual term one year - June 1
– Accrual frequency one month
– Accrual amounts in formula
– Carryover effective May 31

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 PTO Accrual Templates

• PTO ROLLING ACCRUAL

– One year term, no fixed start date
– Accrual frequency one month
– Accrual amounts in formula
– No carryover (use it or lose it)

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 PTO Accrual Scenario

• Will use PTO Payroll Balance Calculation

• Will modify sub formula PTO Payroll
Period Accrual
• Will create a table to store rates for first
year hires by month

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 •Insert screen prints of table creation

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 PTO Accrual Scenario

• Copy PTO_PAYROLL_BALANCE_CALCULATION to
OAUG_PAYROLL_BALANCE_CALCULATION

• Copy PTO_PAYROLL_PERIOD_ACCRUAL to
OAUG_PAYROLL_PERIOD_ACCRUAL

• Modify Formulas

• Define Plan

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 Advanced Benefits - Eligibility

• OAB/OSB includes many opportunities

to use FF
• Almost every definition screen
includes a “Rule”
• Each screen uses a different Fast
Formula Type
• Check FF guide for requirements

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 Advanced Benefits - Eligibility

• In our scenario, Coverage starts on the

first of the month following 30 days of
service
• Exceptions for January and February

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 •insert screen print of coverage
definition screen

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 •insert screen prints of fast formulas

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 Fast Formula Debugging Tools

• Use MESG variable to include needed values

• Place MESG variable in RETURN statement
• Modify Formula Results
• Message will be included in Payroll Message
Report
• All values in MESG must be character

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 •insert screen print of Fast Formula with MESG and Return
statement

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 •insert screen print of Formula Results

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 •insert screen print of messages

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 Fast Formula Debugging Tools

• MESG does not work for OAB/OSB

• Create FF Function to post message to
custom table
• Can call multiple times

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 Fast Formula Debugging Tools

• Step 1, Create custom table

• Step 2, Create PL/SQL procedure
• Step 3, Register Function
• Step 4, Use Function in FF

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Create function FF_POST_MESSAGE (
FormulaName IN Varchar2,
FormulaMessage IN Varchar2) Return Varchar2 IS
Begin
Insert into FF_POST_MESSAGE values
FormulaName,FormulaMessage,SYSDATE);
Commit;
Return('S');
Exception
When Others then
Return('F');
End;

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 •insert screen print of register function

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 •insert screen print of Fast Formula with function

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 •insert screen print of SQL query of custom
table

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 Fast Formula Primer

Had Enough????

Q&A
Bill Stratton
BOSS Corporation
[email protected]

BOSS 2002 Fall OAUG

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