Repeating Time Periods Period Usage

Work Schedule Shifts

A work schedule is a repetition of patterns over a

specific period of time.
Example: 9:00 a.m. to 5 p.m., Monday to Friday,
from Jan 1, 2015 to Dec 31,
2015 Patterns

Calendar Events
Steps to create work schedule Step 1
Step 2
Step 3

Step 4

Step 5
Workday definitions

Absence Management Setup components Absence Plan

 Absence Type

Absence Reason

Absence Category

Absence Certification

Absence Management supporting components Eligibility profiles and derived factors

Rate definitions
Fast formulas

Absence Plan Types Accrual

Qualification

No-Entitlement

Agreement

Compensatory
 Donation

Absence Management Setup sequence Optional

Mandate

Mandate

Mandate

Absence Pattern Generic Absence

Illness or Injury
Child Birth or Placement

Absence Plans

Accrual Absence Plan Rules Plan Term\Accrual Term

Plan Eligibility

Transfer and Rollover

Enrollment and Termination

Prior Balance Adjustment

Vesting Period
 Plan Limits

Balance Updates

Payments

Disbursement

Donation
Accrual Plan Participation Enrollment Rules
Termination Rules
Eligibility Rules

Eligibility Profile Personal

Criteria defined in an eligibility profile are divided
into types. Employment

Derived Factors
Other

Related Coverage
Derived Factors Age
Length of Service
Compensation
Hours Worked
 Full-Time Equivalent
Age and Length of Service
Accrual Attributes Front Loaded
Incremental

Use the accrual plan matrix to vary

accrual benefits to workers on the
basis of their
Accrual Matrix employment criteria.

Accrual Rates and Balances Adjustments and Transfers

Elective Disbursements
Year End Disbursements
Discretionary Disbursements
Donation
Rates

Qualification Plans

Rates Rate Contributors

It is a calculation method to determine the pay

rate of workers based on compensation
attributes and periodicity.
• Example rate definition: Calculate worker
earnings per day during an absence period based
on salary and bonus payments. Periodicity
Reference Date
 Factor Value
Min and Max Value

Absence Plan Enrollments

Absence Approval

Absence Certifications

Classification
Documentation

Update Authorization Status

Certification Requirement Type Update Late notice waiver status

On Demand

Certification Requirement Trigger On Absence Submit

Rolling Backward and Rolling forward To understand
Absence Certifications
Absence Reasons
Absence Category
Time Card
Approval
Accrual Processing
Overtime
Balances
A shift is a block of time when an employee is available for work.
Example: 9
a.m. to 5 p.m.

A pattern is a group of shifts. Example: 9 a.m. to 5 p.m. shift,

Monday to
Friday
A work schedule also includes calendar events such as public
holidays. These
events are exceptions to a normal working schedule.
Create calendar events using the public holiday category
Create shifts such as day shift or night shift
Create work pattern that uses these shifts

Creating a work schedule using the work pattern, and selecting the
Public Holiday category as
an exception so that public holidays are not included in absence
duration calculations.
Eligibility profile can also be associated with Work schedule
definition
Assigning the work schedule to a department, assigning the same
schedule to a worker, and
modifying the work schedule for the worker, if required.
Consists of day start and spanning days rule

spanning days rule to determines the reference day of an absence

entry when
shifts intersect two days. If you
don’t define any work day definitions, the day divide defaults to
12.00 PM (midnight), and the default rule is
Split at day start time.

A benefit that entitles workers to accrue time for the purpose of

taking leave and receiving payments during absence periods
A grouping of absences that are handled together for reporting,
accrual, and compensation calculations
• Examples: Illness or personal business

An optional attribute of an absence. Specifies the actual reason

why the absence was taken
• Example: Define a reason as Work Related or Viral Fever
A grouping of absence types for reporting and analysis
• Example: An organization might want to see globally how illness-
related absences are impacting its operations

An optional attribute of an absence. Some absences might require

documentation, such as medical certificates, to support them
• Examples: Maternity, Medical Leave

Create eligibility profiles to determine the set of eligible workers

who can use specific absence
plans and absence types. You can add eligibility criteria to an
eligibility profile, and then associate the profile
with an object that restricts eligibility. Create derived factors
to define how to calculate certain eligibility criteria that change
over time,
such as a person's age or length of service. You can add these
derived factors to eligibility profiles and then
associate the profiles with objects that restrict eligibility

Create rate definitions to define payment rates for absence plans.

• Example: Define a rate definition to pay a unit of absence at a
different rate than the rate that is paid
for a normal day of work.

Customize\modify rules in absence objects

absence plans that enable workers to accrue time for the purpose
of taking paid
leave, such as a vacation.

absence plans where workers qualify for the plan as a result of

events. Depending
on their eligibility, workers might or might not receive payments
during the absence period.
track paid or unpaid absences without maintaining an accrual
balance or providing
leave entitlements, such as periodic accruals

absence plans where workers can qualify for shared parental leave
with their partner
in accordance with government-mandated rules of your country.

earned compensatory time that can be used for time off.

Compensatory time is offered
as compensation for working outside of regular work schedules.
Workers can donate their accrual plan balance to
a coworker who needs additional time off and is eligible to receive
the donated time.
configure lookups, value sets, and descriptive flexfields. Write fast
formulas and
create eligibility profiles and rate definitions.
Create absence plans, certifications, and reasons.
Create absence types. Associate absence plans, certifications, and
reasons with absence type.
Create absence category. Associate absence types with absence
category.

Absence pattern is associated with Absence Type and determines

those extra fields based on the absence pattern. It consists of set
of display features and processing rules.

Absence Plans
Accural term is the period during which workers accrue time. Ex.
Accrual term starts at start of calendar year or employee's hire
date and restarts every anniversary
Attach an eligibility profile that determines which employees are
eligible for the plan
Transfer balance to new plan when existing plan is terminated due
to loss of eligibility.

Decide when to enroll workers in the accrual plan. Indicate how to

handle negative and positive
balances where only plan enrollment ends, or both plan
enrollment and employment ends.

Configure accrual plans so that when a worker is terminated or

loses plan eligibility,
the remaining balance can be optionally held for reinstatement
upon rehire or return
to plan eligibility.
Absence plan setup options allow you to define the balance
amount eligible for
reinstatement along with the time frame for which the withheld
balance can be
reinstated. However, if you select Allow Prior Balance
Reinstatement, and leave the
Balance Reinstatement Limit and Time Frame Limit fields blank, the
entire closing
balance can be reinstated any time.
Define if you want newly enrolled workers to accrue time, but not
use it until after a
specific amount of time.
Define rules for the maximum leave time that workers can accrue.

You can enable the following types of adjustments that HR

specialists can make
during maintenance of absence records and entitlements:
- Balance transfer across plans
- Other adjustments
- Elective disbursements

Decide how you want to calculate payment of accrual balances for

the following
scenarios:
- When workers must be paid a different rate during the absence
period
- When a part of the accrual balance must be disbursed to workers
as cash
- When the cost of accrual balance must be calculated to
determine employer
liability
- When the accrual balance must be paid to workers when their
plan
participation ends

Determine whether workers are eligible for cash disbursement

requests. Decide who
can initiate the disbursement. Additionally, define disbursement
rules and the number
of hours that can be disbursed.

Define whether workers are eligible to donate accrual balances to

a coworker. Decide
who can initiate the donation. Additionally, define donation rules
and the number of
hours that can be donated.

Includes gender, person type, postal code ranges, and other

person-specific criteria.
Includes assignment status, hourly or salaried, job, grade, and
other employmentspecific criteria
Includes age, compensation, length of service, hours worked, full-
time equivalent,
and a combination of age and length of service.
Includes miscellaneous and formulas.
Includes criteria based on whether a person is covered by, eligible
for, or
enrolled in other benefits offerings.
Example: Less than 5 years of service Accrue 15 days every term;
carry over up to 10 to next term; Accrue upto a max limit of 45
days; More than 5 years - Accrue 20 days; carry over upto 15 days,
Accrue max of 60 days

The adjustment option in this section integrates benefits election

with absences so that participants can sell
all or part of their vacation or sick accrual balance. You can create
vacation or sick time sell plans in
Benefits. During open enrollment or an annual anniversary, a
participant who is eligible for these plans can
select the number of units to disburse and the date the
disbursement should be processed by payroll for
payment. When participants make their elections to specify how
much time to sell and when, the information
is sent to Absence Management for further processing.

Absence Payment Rate Rule

Discretionary Disbursements rule
Final Disbursement Rate Rule
Liability Rate Rule

A qualification plan contains a set of configurable rules that help

you make the decision like:
Who is eligible? How to deal with overlapping absences? How
much absent time is allowed? When worker is eligible? What
happens when worker loses eligibility?

You can also use a delivered rates definition formula called RATE
ENGINE to make rates available to multiple Human Capital
Management (HCM) applications. When a formula or application
calls this formula, it must specify the name of the rate as an input.
The rate formula returns a value and a periodicity.
 You can also use a delivered rates definition formula called RATE
ENGINE to make rates available to multiple Human Capital
Management (HCM) applications. When a formula or application
calls this formula, it must specify the name of the rate as an input.
The rate formula returns a value and a periodicity.

Accrual Plans
• Manual enrollments:
– Through batch process
– Through the Manage Absences and Entitlements page
• Automatic enrollments: All eligible workers are enrolled in
accrual plans automatically on
new hire
Qualification Plans and No Entitlement Plans
• No explicit enrollments
• Enrollments are performed when recording an absence
You configure approval-related rules on the Display Features tab
when you create or edit
an absence type.

When you create a certification requirement, you configure the

following aspects:
• Requirement type
• Requirement trigger
• Requirement phases and actions
• Requirement status during absence recording
• Entitlement reevaluations
Entitlement - to update payment percentages for qualification
plans
document aspects of the absence

if you want workers to submit certain medical reports and other

documents to continue to receive entitlements for the absence
period.

if you want to revise entitlements for workers who have

provided a late notification of their absence.
HR specialists add the certification requirement as an action item
when they record an
absence for a worker from the Person Management work area.
The certification requirement appears as an action item in the Edit
Absence
dialog box on the Manage Absences and Entitlements page.
Attached to Absence Plan

An absence plan defines the rules governing

a specific entitlement to time off from work
• The rules cover all aspects of the
entitlement including:
– Eligibility for the entitlement
– How the entitlement is granted or accrued
– Accrual rate, ceiling, and carryover limits
– How much of the entitlement to deduct for
a given period of absence
– Termination rules and the relative rate of
pay
Configured using expression builder
When the certification requirement becomes
effective, it appears as an action item during
absence
recording in the Manage Absences and
Entitlements page. HR specialists can then
set the status of the
action item on the basis of documents or
other information that the worker provides.
Repeating Time Periods

Core Components Data Dictionary

Time and Labor Scheduling Schedule

Contains metadata that is used for:
– Processing Time and Labor data
– Presenting data to users in a meaningful way
• Supplies sources and consumers with the
information that is required to present
and process time and labor data:
– What attributes to store
– Where the attributes are physically kept in the
repository
– How to verify valid values

Generate Data Dictionary process - creates the

following:
• Dependent payroll attributes for all element input
values such as rate, rate code, state, and city.
• Absence reason attributes
• Payroll costing fields

A schedule is defined by start and end dates and a

collection of shifts for a specific number of days.

A shift is a period of time defined by specifying either:

• Start and end times
• A duration
The Application Implementation Consultant job role has full access to perform all Functional Setup Manager-related
activities.
Absence Management uses the work schedule to calculate an absence duration if the absence type unit of measure (UoM
= {Hours or Days}. It does not use the schedule for other UoMs.
Absence types can be defined without any associated absence plans. These absences cannot be integrated
to Oracle Fusion Global Payroll.
If a plan does not have an eligibility profile associated with it, then it does not mean that workers are enrolled automatical
into the plan. New hires may be enrolled automatically, if that is the option set in the plan definition. Existing workers have
to be enrolled manually.

Absence to Payroll integration is enabled on the Absence Plan on Entries and Balances tab. •
Select Transfer absence payment information for payroll processing on the Entries and Balances tab.
• You must also select the element associated with this plan.
• You can transfer entitlement, accrual, final disbursement, and discretionary
disbursement information to payroll.

When an absence is recorded in Absence Management, the absence information is automatically

transferred to the worker's absence calculation card. You can process the component details on the
absence calculation card in a payroll run.
If you use a third-party payroll application, you can create an HCM extract of the absence entries for
processing by your payroll application
On qualification plan you can Enable Concurrent Entitlement associate concurrent absence plans with an absence type if
you want workers to receive payments from multiple plans simultaneously during the absence.

• You can record an open-ended absence for qualification plans when the employee isn't
sure about the end date of the absence.
• This is applicable for some absences, such as maternity or illness.
• When an end date is entered on the absence, the entitlement is recalculated based on
the actual end date.
For a qualification plan, payment can be configured to begin at some point other than the start of the
absence.

Rate definition is a calculation method to determine the pay rate of workers based on compensation
attributes and periodicity.
• Example rate definition: Calculate worker earnings per day during an absence period
based on salary and bonus payments.
You can create rate definitions in Absence Management. However, you calculate and
resolve the rates only in Global Payroll or a third-party payroll application.
• You can use rate definitions as placeholders for use in third-party payrolls.

To enable retroactive processing, you assign a retroactive event group to the element. Because the default
retroactive event group supports only changes in element entry and the element entry value, to support
additional object changes, such as insert, update, and remove logic to the Calculation Card Component, you
must create a new event group.

Time and Labor

Managers can delegate all or a subset of tasks associated with your Time and Labor
Manager role using the Me > Roles and Delegations task.

To report absence types from a time card, the following conditions must be met:
• The worker must have a schedule associated with an assignment.
• The absence type must be configured with units of measure of either hours or calendar days.
• The absence type must be enabled for time cards.
• If the type is associated with plans based on accruals, the worker must be enrolled in the plan and
applicable balances must be calculated and available.
To earn and use compensatory time, workers:
1. Report earned time on the same Time and Labor time cards that they use to report regular worked
hours. This earned time transfers to Oracle Fusion Absence Management and updates the
corresponding plan balance.
2. Apply for paid time off using the corresponding compensatory absence plan.

Typically, delivered time attributes are created to integrate with Absence Management, Global payroll and Project costing
For ex., payroll time type attribute for Global payroll. Custom attributes can also be created using category on element
creation. If a Time category is created for the LDG, element is created with Time and generate data dictionary process
(generate time attribute and time card fields) is run. If Time category is not available create Standard element , complete
the element eligibility , create calculation components and finally generate time card attributes. When elements are create
using standard category , elements must have calculation rule Hours X Rate
Report Name
TL HCM Group Config Report
TL Employee Workforce Schedules Report
TL Employee Hours Summary Report
TL Element Eligibility Report

TL Timecards Printout data model

OTBI - TL Unapporved Timecard Notification Report

OTBI - TL Hours submitted post termination report

Fast formula worked

Participation and Rate Eligibility Formula

Global Absence Plan Duration

Global Absence Entry Validation

Interfaces

Union deductions reconciliation

Wellsfargo ACH child support
Wellsfargo and Bank of Hawaii - Match pay positive pay
ANSOS to HCM Cloud Worker Schedules
HCM Cloud to KABA HR Demographics
HCM Timecollection device export - GL Valids to KABA
Description

Report extracts all unapproved(Submitted , in error ) time

cards; reported time < current date for the logged in
manager; Session variable is used to get the user; This
scheduled using an agent
Report extracts all time cards where Termination date <
time entry start date

Fast formula worked

There are state specific absence qualification plans where

the eligibility requirement is that the employee must live in
a specific state. On the eligibility profile, state is not
available criteria. Per the Oracle Whitepaper HCM US
FMLA Implementation White Paper, a fast formula is
required to derive the eligible state.

Conversion formula between the absence type and

absence plan because their unit of measure (UoM) are not
the same. When the employee schedules a request, the
employee is creating the request at the Absence Type level.
The UoM for the absence type is in Days.

• The absence plan to track the entitlement uses a UoM of

Weeks. The system needs to be able to convert the
number of days requested into number of weeks or partial
week used.
• Employees may use earned time off during their leave.
Earned time off plans, like ESL National Functions, uses a
UoM of Hours. Without a conversion formula, the process
errors out.

Without a conversion formula, an employee receives an

error message and is unable to complete the transaction.
We would like to discourage, not prevent, employees from
requesting a leave of absence too early. To do that we
need a formula to evaluate the Planned Start Date of the
absence. The rules page allows us to do some validation. If
we use this functionality, the process will throw an Error
and prevent the employee from completing their request.
This is not the business requirement. The requirement is to
warn employees but still allow them to complete the
transaction.

A Global Absence Entry Validation fast formula is needed to

enforce the floating holiday (FLH) limits for the HI, NCAL,
and NW regions. The fast formula would need to validate
the sum of the absences for an absence type against a
user-defined table. If the employee has met or if their
current request exceeds the limit, then the formula returns
an error message and stops the transaction from
processing.

Interfaces
Used seeded deduction report extract and cloned for Union
deductions.
EFT payment process
Generate Check Payment Process
Tables\Subject Area used

HWM_EXT_TIMECARD_HDR_V, HWM_TM_REC,
HWM_TM_STATUSES, HWM_TM_REC,
HWM_EXT_ATTRB_DETAIL_V

Workforce Management - Reported Timecards Real Time

Workforce Management - Processed Timecards Real Time

The eligibility profile AM Plan Qualification CA Pregnancy

Disability Leave is attached to the absence plan CA
Pregnancy Disability Leave. One of the eligibility criteria is
that the employee must be a California resident.

Conversion formula is attached to the Absence Plan

Because we are unable to configure the system with this
rule, a Global Absence Entry Validation formula is needed.

1. For absence pattern, equal to Childbirth/Placement, do

the following:
a. If Expected Child Birthdate minus Planned Start Date is
greater than 60 days, return a warning message, “This
request is 60 days early (TBD) Msg ID xxx”.
b. If Expected Child Birthdate minus Planned Start Date is
equal to or less than 60 days, return Valid = Y.

The Global Absence Entry Validation formula is attached to

the absence type by selecting it from the Validation
Formula field.
Firstly, thank you for accepting my Job application and scheduling the
discussion.To tell briefly about myself, I have got 13.5 years of experience
in ERP implementations focusing on Peoplesoft and Oracle HCM cloud.
With respect to oracle HCM cloud, I have worked across modules Core HR,
Absence Management, Benefits , Time and labor , a little on payroll too.
My role and responsibilities include interacting with Clients and onsite
counter parts to gather and understand the business requirements and
work on functional and technical solutions. On functional front , in relevant
to my job application I have worked on configuring various absence plans,
absence types etc. Used both HDL and REST webservices to import
absence data from third party systems. Have written few fast formulas
where