Release 13 20D Implementing Absence Management

Oracle Global Human
Resources Cloud
Implementing Absence
Management
20D
Oracle Global Human Resources Cloud
Implementing Absence Management
20D
Part Number F34314-02
Copyright © 2011, 2020, Oracle and/or its affiliates.
Authors: Shine Mathew, Srinivas Vellikad, Suchandra Dutta Roy
This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected
by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate,
broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering,
disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited.
The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report
them to us in writing.
If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, then
the following notice is applicable:
U.S. GOVERNMENT END USERS: Oracle programs (including any operating system, integrated software, any programs embedded, installed or
activated on delivered hardware, and modifications of such programs) and Oracle computer documentation or other Oracle data delivered to or
accessed by U.S. Government end users are "commercial computer software" or "commercial computer software documentation" pursuant to the
applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, the use, reproduction, duplication, release, display,
disclosure, modification, preparation of derivative works, and/or adaptation of i) Oracle programs (including any operating system, integrated
software, any programs embedded, installed or activated on delivered hardware, and modifications of such programs), ii) Oracle computer
documentation and/or iii) other Oracle data, is subject to the rights and limitations specified in the license contained in the applicable contract. The
terms governing the U.S. Government's use of Oracle cloud services are defined by the applicable contract for such services. No other rights are
granted to the U.S. Government.
This software or hardware is developed for general use in a variety of information management applications. It is not developed or intended for
use in any inherently dangerous applications, including applications that may create a risk of personal injury. If you use this software or hardware
in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, and other measures to ensure its safe
use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications.
Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners.
Intel and Intel Inside are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks
or registered trademarks of SPARC International, Inc. AMD, Epyc, and the AMD logo are trademarks or registered trademarks of Advanced Micro
Devices. UNIX is a registered trademark of The Open Group.
This software or hardware and documentation may provide access to or information about content, products, and services from third parties. Oracle
Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third-party content, products, and
services unless otherwise set forth in an applicable agreement between you and Oracle. Oracle Corporation and its affiliates will not be responsible
for any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services, except as set forth in an applicable
agreement between you and Oracle.
The business names used in this documentation are fictitious, and are not intended to identify any real companies currently or previously in existence.
Contents
Preface i
1 Absence Management Implementation Overview 1

Overview of Implementing Absence Management ................................................................................................................ 1
How Absence Components Work Together ............................................................................................................................ 2
How an Individual's Schedule Is Determined ......................................................................................................................... 5
2 Responsive User Experience Setup 9

Deep Links ...................................................................................................................................................................................... 9
3 Absence Lookups, Value Sets, and Flexfields 11

Overview of Lookups ................................................................................................................................................................... 11
How Flexfields and Value Sets Work Together ..................................................................................................................... 14
Overview of Flexfields ................................................................................................................................................................ 15
4 Formula Creation and Error Handling for Absence Management 17

Overview of Using Formulas ..................................................................................................................................................... 17
Formulas for Absence Type ...................................................................................................................................................... 18
Formulas for Accrual Plans ....................................................................................................................................................... 19
Formulas for Qualification Plans .............................................................................................................................................. 21
Formulas for Donation Plans ................................................................................................................................................... 22
Example of Writing a Fast Formula Using Formula Text ................................................................................................... 23
Formula Compilation Errors ..................................................................................................................................................... 24
Formula Execution Errors ......................................................................................................................................................... 25
FAQs ............................................................................................................................................................................................... 27
5 Eligibility Profiles for Absence Plans 29

How You Configure Eligibility for an Absence Plan ............................................................................................................ 29
How Eligibility Works With Other Objects ............................................................................................................................. 29
Derived Factors ............................................................................................................................................................................ 31
Examples of Derived Factors .................................................................................................................................................... 32
Example of Using Range of Scheduled Hours ..................................................................................................................... 35
Eligibility Profiles ......................................................................................................................................................................... 37
Examples of Eligibility Profiles ................................................................................................................................................ 40
Single or Multiple Eligibility Profiles ....................................................................................................................................... 43
Create a Participant Eligibility Profile .................................................................................................................................... 44
FAQs ............................................................................................................................................................................................... 47
6 Rate Definitions for Absence Payments 49

Rate Definitions for Absence Payments ................................................................................................................................ 49
Overview of Rate Definitions ................................................................................................................................................... 50
Options to Configure Rate Definitions .................................................................................................................................... 51
Create Rate Definitions for Leave ........................................................................................................................................... 56
7 Elements for Absence Management 59

Define Elements, Balances, and Formulas ............................................................................................................................ 59
How Elements Hold Payroll Information for Multiple Features ........................................................................................ 62
Define Payroll Elements to Process Absences ..................................................................................................................... 64
Define Payroll Elements for an Absence Accrual Plan ....................................................................................................... 67
8 Effective Dates in Absence Management 71

Date Effectivity ............................................................................................................................................................................. 71
Examples of Correcting Date-Effective Objects ................................................................................................................... 72
Examples of Updating Date-Effective Objects ..................................................................................................................... 73
FAQs ............................................................................................................................................................................................... 75
9 Accrual Absence Plans 77

Types of Absence Plans ............................................................................................................................................................ 77
Options to Define Accrual Plans ............................................................................................................................................. 78
Options to Define an Accrual Term ........................................................................................................................................ 80
Options to Configure Accrual Enrollment and Termination .............................................................................................. 81
How You Configure Eligibility for Absence Plans ................................................................................................................. 81
Options to Define Frequency of Accrual Periods ................................................................................................................ 82
Plan Limits for Accrual Plans ................................................................................................................................................... 82
Examples of Accrual Bands ...................................................................................................................................................... 83
How You Configure a Plan for Discretionary Cash Disbursement ................................................................................... 86
Options to Enable Absence Accrual Balance Adjustments ............................................................................................... 87
Create a Vacation Accrual Plan ............................................................................................................................................... 88
Managing Existing Absence Plans .......................................................................................................................................... 93
10 Qualification Absence Plans 95

Types of Absence Plans ............................................................................................................................................................ 95
Options to Define Qualification Plans ................................................................................................................................... 96
Options to Define a Qualification Term ................................................................................................................................. 97
Options to Define Overlap Rules for Qualification Plans ................................................................................................... 98
Options to Configure Qualification Enrollment and Termination ................................................................................... 101
How You Configure Eligibility for Absence Plans ............................................................................................................... 102
Examples of Qualification Bands ........................................................................................................................................... 102
Evaluate Entitlement without Absence Record .................................................................................................................. 105
How Qualification Plan Entitlement Appears ..................................................................................................................... 106
Open-ended Absences ............................................................................................................................................................ 107
Create a Maternity Plan ........................................................................................................................................................... 108
How You Create a Shared Parental Leave Agreement ...................................................................................................... 114
11 Compensatory Time 117

Options to Define Compensatory Plans ............................................................................................................................... 117
Expiration Rules for Earned Compensatory Time .............................................................................................................. 118
12 Donation 119
Overview of Donation ............................................................................................................................................................... 119
Options to Define Donation Plans ......................................................................................................................................... 119
How You Can Set Up PTO Donations for Your Legislation .............................................................................................. 120
Create a Donation Plan ............................................................................................................................................................ 120
How You Configure Donation Rules on an Accrual Plan for Workers to Donate to Coworkers .................................. 121
Configure Approvals for Donation ......................................................................................................................................... 121
Enroll a Worker in a Donation Plan ....................................................................................................................................... 122
13 Absence Types, Reasons, and Categories 123

How Absence Components Work Together ......................................................................................................................... 123
Absence Display and Processing Rules ................................................................................................................................ 125
Absence Approval and Processing Rules ............................................................................................................................. 127
Absence Dates and Duration Rules ....................................................................................................................................... 127
Allow Daily Absence Duration Override ............................................................................................................................... 128
Options to Configure Display of Supplemental Details .................................................................................................... 128
Examples of Start Date Validation Rule ............................................................................................................................... 129
How You Configure Plans to Offer Concurrent Entitlement ............................................................................................. 131
Examples of Prioritizing Absence Plans for an Absence Type ......................................................................................... 131
Examples of Configuring a Concurrent Absence Type ..................................................................................................... 132
Schedule Hierarchy Start Point Options ............................................................................................................................... 132
Create a Vacation Absence Type ............................................................................................................................................ 133
FAQs ............................................................................................................................................................................................. 135
14 Absence Certifications 137

Options for Absence Certification Requirements ............................................................................................................... 137
Absence Certification Requirement Types ........................................................................................................................... 137
Options to Trigger Certification Requirements .................................................................................................................. 138
Options to Manage Actions For Certification Events ........................................................................................................ 138
Create an Absence Certification Requirement ................................................................................................................... 140
15 Absence Processes 143

Overview of Absence Processes ............................................................................................................................................ 143
Options for the Evaluate Absences Process ........................................................................................................................ 143
Options for the Evaluate Certification Updates Process .................................................................................................. 145
Options for the Update Accrual Plan Enrollments Process ............................................................................................. 146
Options for the Calculate Accruals and Balances Process ............................................................................................... 147
Options for the Withdraw Accruals and Balances Process .............................................................................................. 149
Generate Daily Breakdown of Absence Details Process ................................................................................................... 150
16 Integrated Workbooks for Loading Absence Data 153

Integrated Workbooks for Absence Management ............................................................................................................. 153
Update Absence Data Using HCM Spreadsheet Data Loader ......................................................................................... 154
Set Up Desktop Integration for Excel ................................................................................................................................... 154
Guidelines for Using Desktop Integrated Excel Workbooks ............................................................................................. 155
Troubleshoot Desktop Integration for Excel ........................................................................................................................ 156
FAQ ............................................................................................................................................................................................... 157
17 HCM Extracts for Absence Data 159

HCM Extracts for Absence Data ............................................................................................................................................ 159
Define Extracts ........................................................................................................................................................................... 159
Oracle Global Human Resources Cloud Preface
Preface
This preface introduces information sources that can help you use the application.
Using Oracle Applications
Help
Use help icons to access help in the application. If you don't see any help icons on your page, click your user image
or name in the global header and select Show Help Icons. Not all pages have help icons. You can also access the Oracle
Help Center to find guides and videos.
Watch: This video tutorial shows you how to find and use help.
You can also read about it instead.
Additional Resources
• Community: Use Oracle Cloud Customer Connect to get information from experts at Oracle, the partner
community, and other users.
• Training: Take courses on Oracle Cloud from Oracle University.
Conventions
The following table explains the text conventions used in this guide.
Convention Meaning
boldface Boldface type indicates user interface elements, navigation paths, or values you enter or select.
monospace Monospace type indicates file, folder, and directory names, code examples, commands, and URLs.
> Greater than symbol separates elements in a navigation path.
i
Oracle Global Human Resources Cloud Preface
Documentation Accessibility
For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website.
Videos included in this guide are provided as a media alternative for text-based help topics also available in this guide.
Contacting Oracle
Access to Oracle Support

Oracle customers that have purchased support have access to electronic support through My Oracle Support. For
information, visit My Oracle Support or visit Accessible Oracle Support if you are hearing impaired.
Comments and Suggestions

Please give us feedback about Oracle Applications Help and guides! You can send an e-mail to:
[email protected].
ii
Oracle Global Human Resources Cloud Chapter 1
Implementing Absence Management Absence Management Implementation Overview
1Absence Management Implementation

Overview
Overview of Implementing Absence Management

Configure absence plans, types, categories, certifications, and reasons for employees, including formulas, eligibility
profiles, and rates. These tasks in the Setup and Maintenance work area are part of the Workforce Deployment offering
in the Absence Management functional area.
Getting Started
Before you begin, review the following documents available in the Absence Management functional area:
• Lists of setup tasks

• Descriptions of the functional areas and features you can select when you configure the offering
• Lists of business objects and enterprise applications associated with the offering
Setup Sequence
The following figure illustrates the sequence for setting up absence management:
1. Add new values to lookups, value sets, and flexfields based on your requirement. Write fast formulas to include
rules in the absence objects in addition to the predefined ones. Create rate definitions to define payment rates
for absence plans.
2. Create absence plans to define rules for time accruals and entitlements. Create certification requests that you
want workers to complete to continue receiving entitlements during absence periods. Create absence reasons
that you want workers to select while recording absences.
3. Create absence types, such as sickness leave or vacation, and associate each type with the relevant plans,
reasons, and certifications.
1
4. Create absence categories, such as personal leave or medical leave, and associate them with the relevant
absence types for reporting purposes.
Lookups Value Sets Flexfields Fast Formulas
Eligibility Profiles Rate Definitions
Absence Absence
2 Absence Plans
Certifications Reasons
3 Absence Types
Absence
4
Categories
How Absence Components Work Together

Configure absence components such as types, categories, patterns, plans, reasons, and certifications to reflect the
absence management policy of your enterprise.
Component Location in the Absences Work Area
Absence types Use the Absence Types task to create absence types.
Absence categories Use the Absence Categories task to create absence categories and associate them with
absence types.
Absence patterns Review these settings on the Display Features tab when you create an absence type.
Absence plans Use the Absence Plans task to create absence plans.
Absence reasons Use the Absence Reasons task to create absence reasons.
2
Absence certifications Use the Absence Certifications task to set up a requirement. Then associate the requirement as
an action item with an absence type so that every absence associated with the absence type is
subject to that requirement.
This figure illustrates how the absence management components fit together.
Absence Type
Absence Pattern Absence Plan

(Example: Illness or (Example: Sickness
Injury) Entitlement Plan)
Absence Category
(Example: Illness and
Absence Type Injury)
(Example: Sick Leave)
Action Item Absence Reason

(Example: Doctor Example: Injury at
Certificate) Work)
Absence Type
When you create an absence type, such as sick leave, you include rules to determine when users record or manage
an absence of that type. For example, you can restrict workers so that they can record absences only of a particular
duration. An alert appears if the entered duration exceeds the maximum value.
Decide which fields or sections you want to show or hide for specific user roles when they record or approve a specific
absence type.
3
Absence Category
Create absence categories to group absence types for reporting and analysis. For example, you can create an absence
category called family leave and associate with it absence types, such as maternity, paternity, and child care.
Absence Pattern
An absence pattern contains a predefined set of rules that you can use as a starting point to create an absence type.
When you create an absence type, you must associate it with any of the following predefined patterns:
• Illness or injury
• Childbirth or placement
• Generic absence
For example, you can select the Generic absence pattern to create an absence type to schedule vacation time using the
time accrued under a vacation accrual plan.
The pattern that you select determines:

• Whether special fields appear on the absence type pages
• The options available to display and process various aspects of absence recording
For example, the Illness or injury pattern displays a field for selecting whether the absence type applies for childbirth or
adoption placement.
Absence Plans
Create absence plans to define rules for accruing leave time and receiving payments during an absence period. You
must associate at least one absence plan with an absence type.
To schedule an absence using an absence plan, the unit of measure defined in the plan must match the unit of measure
defined in the associated absence type. If the unit of measure differs, you can define the conversion formula and attach
it to the absence type. This formula is applicable only if the unit of measure is hours or days for the absence type.
Absence Reasons
Create absence reasons to select from when scheduling an absence. Absence reasons are independent of absence
types. You can use the same reason for multiple absence types. When you create an absence type, you associate the
reasons with the type.
Absence Certifications
Create certification requirements for absences that require documentation to authorize an absence. For example,
in case of an absence due to illness, set up a requirement that workers must submit a doctor's certificate within a
stipulated period of time. This ensures they receive full payment for the absence duration.
Related Topics
• Create a Vacation Absence Type
• Create a Maternity Plan
• Create a Vacation Accrual Plan
4
• Create an Absence Certification Requirement
How an Individual's Schedule Is Determined

You can set up an individual's work time in different ways. An person's official schedule for a selected time period is
automatically determined using this information:
• Current schedule or work hours

• Calendar events and work schedule resource exceptions
• Absence entries
Search Order
This flow chart shows you the order that the application searches for someone's schedule, before applying it to the
assignment.
Search Order
Assign the
1. Published schedule Schedule
schedule to the
2. Employment work week found?
person
3. Primary work schedule
4. Standard working hours
Schedule not
found?
Assign default
hours to the
person
Published Schedule (Workforce Management)

The published schedule is built using the employment work week, primary work schedule, or standard working hours
for each person. It can also be built using published schedules from other scheduling applications. The published
schedule shows applicable calendar events and absences.
5
Employment Work Week

The employment work week is configured on the person's employment record. Schedules built from the work week also
show applicable calendar events and absences.
Primary Work Schedule

The primary work schedule is linked to one of these levels. Schedules built from the work schedule also show assigned
calendar events and resource exceptions, as well as applicable absences.
1. Primary assignment of the person

2. Position
3. Job
4. Department
5. Location
6. Legal Employer
7. Enterprise
The process moves through the schedule hierarchy in the specified order and stops as soon as it finds a primary
schedule. This example hierarchy shows primary work schedules associated with three levels.
Primary
Schedule
Enterprise
Primary
Schedule
Department 1 Department 2 Department 3
Primary
Schedule
Departments 1 and 3 don't have primary schedules. So, the primary schedule at the enterprise-level applies to everyone,
with one exception. A person in department 3 has a schedule for their primary assignment. That primary assignment
schedule applies instead of the enterprise-level schedule. Department 2 has a primary schedule, and it applies to
everyone in that department.
Everyone's schedules are affected by the calendar events and resource exceptions that exist in the primary work
schedule, regardless of level. They're also affected by any absences they report during the selected time period.
6
Standard Working Hours

The standard working hours are defined on the person's primary assignment. Schedules built with these hours also
show applicable calendar events and absences.
Default Hours
If the application doesn't find a schedule, it uses the default hours 8:30a to 5:00p.
7
8
Implementing Absence Management Responsive User Experience Setup
2 Responsive User Experience Setup
Deep Links
You can use deep links to provide easy navigation directly to a page in the HCM Cloud application. Deep links can also
be used for mobile responsive pages on your intranet, custom and third-party applications, or in a document. This helps
people run transactions in the HCM cloud and provides quick access to their HR information.
To access deep links:
1. Open the main menu.

2. Go to Tools > Deep Links
3. Copy the URL for a deep link.
4. Paste the URL in the desired location.
When you open Deep Links, you will find a list of all available deep links.
9
Implementing Absence Management Responsive User Experience Setup
10
Implementing Absence Management Absence Lookups, Value Sets, and Flexfields
3 Absence Lookups, Value Sets, and Flexfields
Overview of Lookups
Lookups are lists of values in applications. You define a list of values as a lookup type consisting of a set of lookup codes,
each code's translated meaning, and optionally a tag. End users see the list of translated meanings as the available
values for an object.
Lookups provide a means of validation and lists of values where valid values appear on a list with no duplicate values.
For example, an application might store the values Y and N in a column in a table, but when displaying those values in
the user interface, Yes or No (or their translated equivalents) should be available for end users to select. For example, the
two lookup codes Y and N are defined in the REQUIRED_INDICATOR lookup type.
The following table contains an example of a lookup type for marital status (MAR_STATUS) that has lookup codes for
users to specify married, single, or available legal partnerships.
Lookup Code Meaning Tag
M Married Not applicable
S Single Not applicable
R Registered Partner +NL
DP Domestic Partner -FR, AU
In this case, tags are used for localizing the codes. All legislations list Married and Single. Only the Dutch legislation lists
Registered Partner. And all legislations except France and Australia also list Domestic Partner.
When managing lookups, you need to understand the following.
• Using lookups in applications

• Configuration levels
• Accessing lookups
• Enabling lookups
• The three kinds of lookups: standard, common, and set-enabled
Using Lookups in Applications

Use lookups to provide validation or a list of values for a user input field in a user interface.
An example of a lookup used for validation is a flexfield segment using a table-validated value set with values from a
lookup type. An example of a lookup in a list of values is a profile option's available values from which users select one
to set the profile option. Invoice Approval Status gives the option of including payables invoices of different approval
11
statuses in a report. The lookup code values include All, so that users can report by all statuses: Approved, Resubmitted
for approval, Pending or rejected, and Rejected.
Configuration Level
The configuration level of a lookup type determines whether the lookups in that lookup type can be edited. This applies
data security to lookups.
Some lookup types are locked so no new codes and other changes can be added during implementation or later, as
needed. Depending on the configuration level of a lookup type, you may be able to change the codes or their meanings.
Some lookups are designated as extensible, so new lookup codes can be created during implementation, but the
predefined lookup codes can't be modified. Some predefined lookup codes can be changed during implementation or
later, as needed.
The configuration levels are user, extensible, and system. The following table shows the lookup management tasks
permitted at each configuration level.
Permitted Task User Extensible System
Deleting a lookup type Yes No No
Inserting new codes Yes Yes No
Updating start date, end date, Yes Yes, only if the code isn't No
and enabling the lookup code predefined data
Deleting codes Yes Yes, only if the code isn't No

predefined data
Updating tags Yes No No
Updating module Yes No No
Predefined data means LAST_UPDATED_BY = SEED_DATA_FROM_APPLICATION.
If a product depends on a lookup, the configuration level must be system or extensible to prevent deletion.
Once the configuration level is set for a lookup type, it can't be modified. The configuration level for newly created
lookup types is by default set at the User level.
Access to the REST Resources

Users can retrieve information about lookups using the following REST resources:
• standardLookupsLOV
• commonLookupsLOV
• setEnabledLookupsLOV
12
• genericLookupsLOV
However, you can control whether a lookup is a part of the LOV or not. On the UI, for each lookup you can specify the
REST Access Secured value that in turn determines whether it's included in the response or not. These values are:
• Anonymous: Lookup is available to a user having anonymous role or authenticated role.
• Authenticated: Lookup is available to a user having only the authenticated role.
• Secure: Lookup isn't available to users as part of the generic resource. To make it available securely, you must
create a specific resource, assign it to a role, and assign that role to select users.
For all lookups, the default value is set to Secure. So, if you want to make the lookup available to users through any of
those resources, you must change the value to Authenticated or Anonymous, depending on who needs to access that
information.
Standard, Common, and Set-Enabled Lookups

The following table shows the available types of lookups.
Lookup Type Description
Standard Lists the available codes and translated meanings.
Set-enabled Associates a reference data set with the lookup codes.
Common Legacy lookups or lookups that have attributes.
Standard lookups are the simplest form of lookup types consisting only of codes and their translated meaning. They
differ from common lookups only in being defined in the standard lookup view. Common lookups exist for reasons
of backward compatibility and differ from standard lookups only in being defined in the common lookup view. These
can also be lookups having attribute columns. Set-enabled lookup types store lookup codes that are enabled for
reference data sharing. At runtime, a set-enabled lookup code is visible because the value of the determinant identifies
a reference data set in which the lookup code is present.
Accessing Lookups
Standard, set-enabled, and common lookups are defined in the Standard, Set-enabled, and Common views,
respectively. Applications development may define lookups in an application view to restrict the UI pages where they
may appear.
In lookups management tasks, lookups may be associated with a module in the application taxonomy to provide
criteria for narrowing a search or limiting the number of lookups accessed by a product specific task such as Manage
Purchasing Lookups.
Enabling Lookups
A lookup type is reusable for attributes stored in multiple tables.
Enable lookups based on the following.
• Selecting an Enabled check box
13
• Specifying an enabled start date, end date, or both

• Specifying a reference data set determinant
If you make changes to a lookup, users must sign out and back in before the changes take effect. When defining a list of
values for display rather than validation, limit the number of enabled lookup codes to a usable length.
To view the predefined lookups and their lookup codes, use the following tasks in the Setup and Maintenance work
area:
• Manage Standard Lookups

• Manage Common Lookups
• Manage Set-Enabled Lookups
Translating Lookups
You can translate the lookups that you defined to the preferred language(s) without changing the language session
of the application. Use the translation option available on the lookup code table. By default, for each lookup, all the
permitted language rows in the translator dialog box appear in the source language (the current session language).
When you edit a particular language entry, you can modify the translated meaning and description to the language in
which you want the lookup to appear. Once the updates are made, the end-users can view the lookup in the translated
text.
Note: You can add the translation for only as many languages as are permitted by the administrator. The functionality
to limit the number of languages displayed on the dialog box is controlled through the Translation Editor Languages
profile option. It can be set at the SITE or USER level. If nothing is specified, all active languages are displayed.
Related Topics
• How can I access predefined lookups
• Example of a Set-Enabled Lookup
• What's the difference between a lookup type and a value set
• Example of a Standard Lookup
• Enter or Edit Translated Text
How Flexfields and Value Sets Work Together

Value sets are specific to your enterprise. When gathering information using flexfields, your enterprise's value sets
validate the values that your users enter based on how you defined the value set.
You can assign a value set to any number of flexfield segments in the same or different flexfields. Value set usage
information indicates which flexfields use the value set.
The following aspects are important in understanding how flexfields and value sets work together:
• Defining value sets

• Shared value sets
• Deployment
14
Defining Value Sets

As a key flexfield guideline, define value sets before configuring the flexfield, because you assign value sets to each
segment as you configure a flexfield. With descriptive and extensible flexfields, you can define value sets when adding
or editing a segment.
Note: Ensure that changes to a shared value set are compatible with all flexfield segments that use the value set.
Shared Value Sets

When you change a value in a shared value set, the change affects the value set for all flexfields that use that value set.
The advantage of a shared value set is that a single change propagates to all usages. The drawback is that the change
shared across usages may not be appropriate in every case.
Value Set Values

To configure user-defined attributes to be captured on the value set values in the Manage Value Sets task, configure the
Value Set Values descriptive flexfield. The object's code is FND_VS_VALUES_B.This flexfield expects the context code
to correspond to the value set code. For each value set, you can define a context whose code is the value set code, and
whose context-sensitive segments are shown for the values of that value set. By default, the context segment is hidden
since it maps to the value set code and is not expected to be changed.
You can also define global segments that are shown for all value sets. However, this would be quite unusual since it
would mean that you want to capture that attribute for all values for all value sets.
Deployment
When you deploy a flexfield, the value sets assigned to the segments of the flexfield provide users with the valid values
for the attributes represented by the segments.
Related Topics
• Overview of Flexfield Deployment
• How Flexfields Work with Oracle Application Cloud Architecture
• Validation Type Options for Value Sets
Overview of Flexfields
A flexfield is a set of placeholder fields associated with business objects and placed on the application pages to
contain additional data. You can use flexfields to modify the business objects and meet enterprise data management
requirements without changing the data model or performing any database programming. Flexfields help you to
capture different data on the same database table and provide a means to modify the applications features.
For example, an airline manufacturer may require specific attributes for its orders that aren't predefined. Using a
flexfield for the order business object, you can create and configure the required attribute.
15
Types of Flexfields
Flexfields that you see on the application pages are predefined. However, you can configure the flexfields or modify
their properties. Users see these flexfields as field or information attributes on the UI pages. To manage flexfields, use
any of the following tasks in the Setup and Maintenance work area:
• Manage Descriptive Flexfields: Expand the forms on the application page to accommodate additional
information that is important and unique to your business. You can use a descriptive flexfield to collect invoice
details on a page displaying invoices.
• Manage Extensible Flexfields: Establish one-to-many data relationships and make application data context-
sensitive. The flexfields appear only when the contextual data conditions are fulfilled. Thus, extensible flexfields
provide more flexibility than the descriptive flexfields.
• Manage Key Flexfields: Store information combining several values, such as a number combination. The key
flexfields represent objects such as accounting codes and asset categories.
• Manage Value Sets: Use a group of values to validate the data entered in the flexfields.
Note: You can manage value sets within the Manage Descriptive Flexfields or Manage Extensible Flexfields
tasks.
Related Topics
• How can I access predefined flexfields
• Overview of Descriptive Flexfields
• Overview of Extensible Flexfields
• Overview of Key Flexfields
• Modules in Application Taxonomy
16
Implementing Absence Management Formula Creation and Error Handling for Absence
Management
4 Formula Creation and Error Handling for

Absence Management
Overview of Using Formulas

Oracle Fast Formula is a simple way to write formulas using English words and basic mathematical functions. You can
use information from your database in formulas without learning the database structure or a programming language.
Each formula usage summarized in this topic corresponds to one or more formula types, requiring specific formula
inputs and outputs.
The formulas delivered in Oracle HCM Cloud contain English language names, but you can write formulas in other
languages. You can provide formula names and descriptions in any language. Formula text isn't translated, but can
handle non-English user-defined elements, input values, or balances. For example, if you define an element name in
Chinese, the base element name is stored in Chinese. If you create a formula, it can have variable names or string values
in other languages and character sets like Chinese.
Calculate Payrolls
You can write payroll calculations and skip rules for elements to represent earnings and deductions.
You can do these tasks using fast formulas:

• Control the repetition of a payroll flow.
• Control when elements are processed in a payroll run.
• Define a set of people for payroll processing, data entry, or reporting.
• Validate one or more element entry values. Provide a default value for an element entry value, or calculate entry
values based on the user's entries in other entry values.
• Validate entries in user-defined tables.
• Proration formulas control how payroll runs prorate element entries when they encounter an event such as a
mid-period change in an element entry value.
• Associate more than one payroll formula with each element to perform different processing for employee
assignments with different statuses.
• Transformation formulas convert inbound data into a format that HCM Data Loader understands.
• Configure payment method preferences. For example, you can limit the number and types of payment
methods.
Benefits Administration
You can use formulas to structure your benefit plans. Formulas provide a flexible alternative to the delivered business
rules. Use formulas to configure:
• Date calculations, such as enrollment start and end dates, rate or coverage start and end dates, waiting periods
and enrollment periods, or action item due dates
• Calculations of rate and coverage amount, minimum and maximum, or upper and lower limits
• Certification requirements
17
Management
• Partial month and proration calculations
• Eligibility and participation evaluation
For example, you can write a formula to calculate benefits eligibility for those cases where the provided eligibility
criterion doesn't accommodate your particular requirements.
Note: For more information, see Benefits Fast Formula Reference Guide (1456985.1) on My Oracle Support at https://
support.oracle.com.
Define Configuration for Compensation

Here's what you can modify using formulas and add flexibility to existing compensation plan configuration:
• Start and end dates for compensation allocations under individual compensation plans
• Person selection, hierarchy determination, column default values, and currency selection for workforce
compensation plans
• The source of items displayed in total compensation statements
Define Formulas to Create Rule Templates for Time and Labor

Use formulas with time repository rule templates to create rules. The formulas contain delivered combinations of
rule parameters and output results. You can use one formula with multiple rule templates by varying the template
configuration.
When creating a rule template, you select a formula name, and then configure the parameter type and display name of
the parameters and variables. You don't have to redo the entire formula statement to determine what details to change
to achieve a particular outcome.
Here's what you can use formulas to apply in Time and Labor:
• Logic for processing or calculating time
• Parameters that enable rules to pass values to the formula for use in calculations
• Output variables that the formula uses to return calculation results to the rules
For example, the Period Maximum Hours Template uses the WFM_PERIOD_MAXIMUM_TIME_ENTRY_RULE formula to
compare reported time category hours to defined maximum hours.
Note: For more information, see Time and Labor Fast Formula Reference Guide (1990057.1) on My Oracle Support at
https://support.oracle.com.
Formulas for Absence Type

Use the Absence Types pages to define absence type rules. However, if you want to define other special rules to suit
your requirement, you can write your own formulas.
Formulas for Absence Types

The following table lists the aspects of an absence type for which you can write a formula and identifies the formula
type for each.
18
Management
Rule Description Formula Type to Use
Conversion Method to convert the absence duration Global Absence Type Duration
to other units of measure. For example,
your workers' work schedules are in You can use the formula to convert
work hours, but you want to display the absence duration values that are in work
duration in work days. days or work hours only.
Validation Rules in addition to the ones that you can Global Absence Entry Validation
define on the Absence Types pages to
check the validity of the absence.
Formulas for Accrual Plans

Use the Absence Plan page to apply delivered accrual plan rules in the plan. However, if you want to define other special
rules to suit your requirement, you can write your own formulas.
Formulas for Accrual Plans

The following table lists the aspects of an accrual plan for which you can write a formula and identifies the formula type
for each.
Enrollment Start Date when eligible workers are enrolled in Global Absence Plan Enrollment Start
the plan. If a worker is already enrolled in
an existing accrual plan, you can't use this
formula to change the enrollment start
date.
Enrollment End Date when workers are disenrolled from Global Absence Plan Enrollment End
the plan. This formula works only if there
is an eligibility profile associated with the
plan.
Conversion Formula Method to override the default absence Global Absence Plan Duration
plan entry duration.
Example: You might have a requirement

to consider only whole working days in a
vacation absence to update the accrual
balance. In such cases, you define logic in
a formula to convert the absence duration
to a value that excludes partial days.
Anniversary Event Method to determine the employment Global Absence Plan Period Anniversary
anniversary date on which you want the Event Date
accrual plan to restart.
19
Management
Accrual Event Method to capture information about Global Absence Accrual Event
events during a calendar year that affect
the accrual band of a worker.
Example: An organization has a vacation

plan in which enrolled workers accrue
a certain number of days every year
based on their grade. When the grade
of a worker changes in the middle of the
calendar year, the organization might
want to prorate their total accrual balance.
You can configure this proration rule using
the global absence accrual event formula
to capture the dates when such changes
occur.
This formula can't be attached to the plan

definition at any point. When you create
this formula, the formula name needs to
be the same as the absence plan name.
This automatically links the formula to the
plan.
Accrual Vesting A period during which workers accrue Global Absence Vesting
time, but can't use it.
Accrual Proration Method to calculate the time workers Global Absence Proration
accrue if they enroll in the middle of an
accrual period.
Ceiling The maximum time that a worker can Global Absence Ceiling
accrue.
Ceiling Proration Method to return a multiplying factor to Global Absence Ceiling Proration
prorate the defined ceiling limit.
Carryover The maximum unused time that a worker Global Absence Carryover
can transfer to the next accrual term.
Carryover Proration Method to return a multiplying factor to Global Absence Carryover Proration
prorate the defined carryover amount.
Accrual Definition Method to determine the paid time, Global Absence Accrual
eligible workers accrue over the course of
an accrual term.
Accrual Formula Range of eligibility criteria that identify Global Absence Accrual Matrix
how much paid time eligible workers
accrue over the course of an accrual
term. The criteria may be years of service,
20
Management
grades, hours worked, or some other

factor that you can define.
Partial Accrual Period Method to determine the prorated accrual Global Absence Partial Accrual Period Rate
amount for workers who enroll or disenroll
from a plan during the plan period.
Absence Payment Rate Method to calculate payment during Global Absence Plan Use Rate
absence period.
Discretionary Disbursement Rate Method to calculate payment when paying Global Absence Plan Use Rate
out part of the accrual balance.
Disbursement Rule Method to determine the minimum, Global Absence Discretionary

maximum, and increment amounts that Disbursement Rule
the worker is eligible for to request a cash
disbursement.
Final Disbursement Rate Method to calculate payment of accruals Global Absence Plan Use Rate
when plan participation ends.
Liability Rate Method to calculate cost of accrual Global Absence Plan Use Rate
balance to determine employer liability.
When you schedule an absence for a worker using an accrual plan with formulas defined, the absence doesn't appear in
the Absence Records section of the Manage Absences and Entitlements page. Instead, you can view the absence in the
Plan Participation section. To view the absence:
1. In the Accrual Plans section, click the accrual plan to open the Accrual Plan Balance dialog box.
2. Enter the Balance Calculation Date to view the details of the absence. The details are displayed in the
Summary and Details tabs.
Formulas for Qualification Plans

Use the Absence Plan page to incorporate qualification plan rules. However, if you want to define other special rules to
suit your requirement, you can write your own formulas.
Formulas for Qualification Plan Rules

The following table lists the aspects of a qualification plan for which you can write a formula and identifies the formula
type for each.
21
Management
Start Rule When the rolling backward plan term Global Absence Plan Roll Backward End
starts. A rolling backward term is a specific
time period that precedes the absence
start date.
Qualification Date Rule Date when eligible workers enroll in the Global Absence Plan Enrollment Start Date
plan.
Conversion Formula Method to calculate the absence duration Global Absence Plan Duration
differently.
Example: You want to consider only whole

working days in a sickness absence in the
entitlement calculation. In such cases, you
define logic in a formula to convert the
absence duration to a value that excludes
partial working days.
Entitlement Definition Type Determines payment percentages to apply Global Absence Entitlement
during the absence period.
Entitlement Formula A level that determines the payment that Global Absence Band Entitlement
workers receive for a specific number of
(Qualification Details section) days during a long leave of absence based
on their length of service.
Absence Payment Rate Rule Method to calculate payment during Global Absence Plan Use Rate
absence period.
Formulas for Donation Plans

Use the Absence Plan page to apply delivered donation plan rules in the plan. However, if you want to define other
special rules to suit your requirement, you can write your own formulas.
Formulas for Donation Plans

The following table lists the aspects of a donation plan for which you can write a formula and identifies the formula type
for each.
Disbursement Rule Method to determine the minimum Global Absence Discretionary

and maximum amount of leave balance Disbursement Rule
that a worker can request as a cash
disbursement from their donation plan.
22
Management
Also, an increment, which limits the

disbursement amount to specific values
between the minimum and maximum
amount from a donation plan.
Donation Rule Method to determine the minimum and Global Absence Discretionary Donation
maximum amount of leave balance that Rule
a worker can donate from their accrual
plan. Also, an increment, which limits
the donation amount to specific values
between the minimum and maximum
amount.
Example of Writing a Fast Formula Using Formula Text

In this example, you use the text editor to create a fast formula.
Here are the key decisions when deciding on which formula to create:
Key Decisions In This Example
Is the formula for a specific legislative data group? No, this is a global formula that can be used by any legislative data
group.
Are there any contexts used in this formula? No
Are there any database item defaults? Yes, PER_ ASG_JOB_NAME
Are there any input value defaults? No
What are the return values? MIN_HOURS, MAX_HOURS, FREQUENCY
Creating a Fast Formula Using the Text Editor to Determine a

Manager's Scheduled Hours
1. Search for and select Fast Formulas in My Client Groups.
2. Click Create.
3. Complete these fields:
23
Management
Fields for the Fast Formula Values for the Fast Formula
Formula Name Manager Range of Scheduled Hours
Formula Type Range of Scheduled Hours
Description Manager's Range of Hours
Effective Start Date 1-Jan-2010
4. Click Continue.
5. Enter these formula details in the Formula Text section:
/* DATABASE ITEM DEFAULTS BEGIN */
DEFAULT FOR per_asg_job_name IS ' '
/* DATABASE ITEM DEFAULTS END */
JOB_1 = PER_ASG_JOB_NAME
IF JOB_1 = 'Manager' then
(MIN_HOURS = 25
MAX_HOURS = 40
FREQUENCY = 'H')
else
(MIN_HOURS = 20
MAX_HOURS = 35
FREQUENCY = 'H')
return MIN_HOURS, MAX_HOURS, FREQUENCY
6. Click Compile.
7. Click Save.
Formula Compilation Errors

Compilation errors are displayed in the Fast Formulas page after you compile the formula. The compiler stops the
compilation process when it encounters an error. Error messages display the line number and the type of error.
Common Compilation Errors

Here's some of the common formula compilation errors.
Formula Compilation Error Description
Syntax Error The formula text violates the grammatical rules for the formula language. For example, if you
use IF1 instead of IF in an IF statement.
Incorrect Statement Order ALIAS, DEFAULT, or INPUT statements come after other statements.
24
Management
Formula Compilation Error Description
Misuse of ASSIGNMENT Statement

Occurs when any of these conditions exist:
• An ASSIGNMENT assigns a value to a database item.

• A context is assigned a value externally to a CHANGE_CONTEXTS statement.
• The formula assigns a value to a non-context variable within a CHANGE_CONTEXTS
statement.
You can use CHANGE_CONTEXTS statements in a formula.
Misuse of ALIAS Statement You can use an ALIAS statement only for a database item.
Missing DEFAULT Statement A database item that specifies a default value must have a DEFAULT statement.
Misuse of DEFAULT Statement You specify a DEFAULT statement for a variable other than as an input or a database item.
Uninitialized Variable The compiler detects that a variable is uninitialized when used. The compiler can't do this
in all cases. This error often occurs when the formula includes a database item that requires
contexts that the formula type doesn't support. The formula treats the database item as a
local variable. For example, balance database items require the PAYROLL_ REL_ACTION_ID
PAYROLL_ ASSIGNMENT_ID and CALC_ BREAKDOWN_ ID contexts. Typically, you use these
statements in formulas of type Oracle Payroll.
Missing Function Call The compiler doesn't recognize a function call. The combination of return type, function name,
and parameter types doesn't match any available function.
Incorrect Operator Usage An instance of a formula operator use doesn't match the permitted uses of that operator.
For example, the + operator has two permitted uses. The operands are both of data type
NUMBER, or both of data type TEXT.
Inconsistent Data Type Usage The formula uses a formula variable of more than one data type. Or the formula uses a
database item or context with the wrong data type.
For example, Variable A is assigned a NUMBER value at the start of the formula, but is assigned
a TEXT value later in the formula.
EXIT Statement Not Within WHILE A condition that eventually becomes false or an EXIT call for exiting the loop doesn't exist.
Loop
Misuse of Context The formula uses a variable as a context, or a context as a variable.
For example, a formula assigns a value to AREA1 as an ordinary variable, but later uses AREA1
as a context in a GET_CONTEXT call.
25
Management
Formula Execution Errors

Fast formula execution errors occur when a problem arises while a formula is running. Typically, data-related issues
cause these errors either in the formula or in the application database.
Formula Execution Errors

Here's some of the formula execution errors.
Formula Execution Error Description
Uninitialized Variable When the formula compiler can't fully determine if a variable or context is initialized, it
generates a code to test if the variable is initialized.
When the formula runs, the code displays an error if the variable or context isn't initialized.
Divide by Zero Raised when a numeric value is divided by zero.
No Data Found Raised when a non-array type database item unexpectedly fails to return any data. If the
database item can't return data, then it should provide a default value.
You can specify a default value using a DEFAULT statement. An error in formula function code
can also cause this error message.
Too Many Rows Raised when a non-array type database item unexpectedly returns more than a single row of
data. The cause is an incorrect assumption made about how the data is being accessed.
An error in the formula function code can also cause this error message.
NULL Data Found Raised when a database item unexpectedly returns a NULL data value. If the database item can
return a NULL value, then it provides a default value.
Note: Some database items can't return a NULL value. If the database items can return a
NULL value, then you can provide a default value for that database item.
Value Exceeded Allowable Range Raised for a number of reasons, such as exceeding the maximum allowable length of a string.
Invalid Number Raised when a formula attempts to convert a nonnumeric string to a number.
User Defined Function Error Raised from within a formula function. The error message text is provided as part of the
formula error message.
External Function Call Error A formula function returns an error, but doesn't provide any additional information to the
formula code. The function may have sent error information to the logging destination for the
executing code.
26
Management
Formula Execution Error Description
Function Returned NULL Value A formula function returns a NULL value.
Too Many Iterations A single WHILE loop, or a combination of WHILE loops has exceeded the maximum number of
permitted iterations. This error is raised to terminate loops that can never end, which indicates
a programming error within the formula.
Array Data Value Not Set The formula tries to access an array index that has no data value. This error occurs in the
formula code.
Invalid Type Parameter for You specify an invalid data type in the WSA_EXISTS call.
WSA_EXISTS
Incorrect Data Type For Stored Item When retrieving an item using WSA_GET, the actual data type doesn't match that of the stored
item. This error occurs within the calling formula.
Called Formula Not Found The called formula isn't found when attempting to call a formula from a formula. This error
may occur due to an issue in the calling formula, or because of installation issues.
Recursive Formula Call An attempt was made to call a formula from itself. The call could be made directly or indirectly
from another called formula. Calling a formula in a recursive manner isn't permitted.
Input Data Has Different Types in When calling a formula from a formula, the input data type within the called formula doesn't
Called and Calling Formulas match the data type specified in the calling formula.
Output Has Different Types In Called When calling a formula from a formula, the output data type within the called formula doesn't
and Calling Formulas match the data type specified in the calling formula.
Too Many Formula Calls When a formula calls another formula in its text, resulting in a hierarchy. The maximum depth
of the hierarchy is 10.
FAQs
When do I run the Compile Formula process?
When you create or update multiple fast formulas simultaneously, run the Compile Formula process on the Submit a
Process or Report page from the Payroll Administration work area.
27
Management
What's the difference between a formula compilation error and an

execution error?
Compilation errors occur on the Fast Formulas page when you compile the formula. An error message explains the
nature of the error. Common compilation errors are syntax errors resulting from typing mistakes. You can view error
messages on the dashboard or go to the messages tab directly after the process is run.
Execution errors occur when a problem arises while a formula is running. Typically, data-related issues either in the
formula or in the application database cause these errors.
28
Implementing Absence Management Eligibility Profiles for Absence Plans
5 Eligibility Profiles for Absence Plans
How You Configure Eligibility for an Absence Plan

Use an eligibility profile to determine whether a person qualifies for enrollment in an absence plan. Eligibility profiles
that you associate with absence plans determine:
• Who can enroll in absence plans
• Who can schedule absences
Using Eligibility Profiles with Absence Plans

To associate an eligibility profile with an absence plan:
1. Create the eligibility profile using the Eligibility Profiles task in the Absences work area.
2. Associate the eligibility profile with the absence plan using the Absence Plans task.
Example: To enable only female employees to record maternity leave, create an eligibility profile using the Manage
Eligibility Profiles task. Then, when you create a maternity qualification absence plan, select the eligibility profile you
created from the Eligibility section on the Participation tab.
Related Topics
How Eligibility Works With Other Objects

You add eligibility criteria to an eligibility profile, and then associate the profile with an object that restricts eligibility.
29
The following figure shows the relationships between eligibility components.
Checklist Task
One may
be associated
with Total Compensation
Eligibility Criteria Statement
- Personal One is
- Employment associated
- Related Coverage Variable Rate or
with Coverage Profile
- Other One or more
may be
associated Benefits Object
User-Defined Eligibility
with - Program
Criteria Profile
- Plan Type
- Plan
- Option
Derived Factors
One or more Workforce

may be Compensation Object
associated - Plan
with - Plan Component
Individual
Compensation Object
- Plan
- Plan Option
Eligibility Criteria
You can add different types of eligibility criteria to an eligibility profile. For many common criteria, such as gender or
employment status, you can select from a list of predefined criteria values. However, you must create user-defined
criteria and derived factors before you can add them to an eligibility profile.
Eligibility Profile
When you add an eligibility criterion to a profile, you define how to use it to determine eligibility. For example, when you
add gender as a criterion, you must specify a gender value (male or female) and whether to include or exclude persons
who match that value.
Associating the Profile with Objects

This table describes associating eligibility profiles with different kinds of objects and whether you can attach more than
one profile.
30
Object that Uses an Eligibility Profile Purpose Whether You Can Attach More Than
One Profile?
Variable rate or variable coverage profile Establish the criteria required to qualify for No
that rate or coverage
Checklist task Control whether that task appears in an No

allocated checklist
Total compensation statement Apply additional eligibility criteria No

after statement generation population
parameters
Benefits object Establish the eligibility criteria for specific Yes

programs, plans, and options
Compensation object Establish the eligibility for specific plans Yes

and options
Performance documents Establish the eligibility for performance Yes

documents
Goal plans or goal mass assignments Establish eligibility for the goal Yes
Absence plan Determine the workers who are eligible Yes

to record an absence that belongs to that
plan
Related Topics
• User-Defined Criteria
Derived Factors
Derived factors define how to calculate certain eligibility criteria that change over time, such as a person's age or
length of service. You add derived factors to eligibility profiles and then associate the profiles with objects that restrict
eligibility.
Derived Factor Types

Using the Manage Derived Factors task, you can create six different types of derived factors:
• Age
• Length of service
• A combination of age and length of service
31
• Compensation
• Hours worked
• Full-time equivalent
Determination Rules and Other Settings

For each factor that you create, you specify one or more rules about how eligibility is determined. The following table
provides example settings for two factors.
Factor Example Settings
Age derived Select a determination rule to specify the day on which to evaluate the person's calculated age
for eligibility.
Example: If the determination rule is set to the first of the year, then the person's age as of the
first of the year is used to determine eligibility.
Full-time equivalent Specify the minimum and maximum full-time equivalent percentage and whether to use the
primary assignment or the sum of all assignments when evaluating eligibility.
Example: If 90 to 100 percent is the percentage range for the sum of all assignments, then a
person who works 50 percent full-time on two different assignments is considered eligible.
For derived factors pertaining to time and monetary amounts, you can also set the following rules:
• Unit of measure
• Rounding rule
• Minimum and maximum time or amount
Examples of Derived Factors

The following scenarios illustrate how to define different types of derived factors:
Age
Benefits administrators frequently use age factors to determine:
• Dependent eligibility
• Life insurance rates
Age factors typically define a range of ages, referred to as age bands, and rules for evaluating the person's age. The
following table illustrates a set of age bands that could be used to determine eligibility for life insurance rates that vary
based on age.
32
Derived Factor Name Greater Than or Equal To Age Value Less Than Age Value
Age Under 25 1 25
Age 25 to 34 25 35
Age 35 to 44 35 45
Age 45 to 54 45 55
Age 55 to 64 55 65
Age 64 or Older 65 75
The determination rule and other settings for each age band can use the same values, as shown in the following table:
Field Value
First of calendar year

Determination Rule
Person's
Age to Use
Year
Units
None
Rounding
Length of Service
You use the length of service derived factor to determine eligibility based on an employee's length of service. For
example, you can create a derived factor to determine if an employee has completed 10 years of service. You can specify
the start date of the length of service period using any rule in the Period Start Date Rule list:
• Adjusted service date

• Date of hire
• Original hire date
• Seniority date
If you select Seniority Date, you use the Seniority Date list to select the specific configuration rule, such as the grade
seniority date, to determine the date. If you have other special requirements to calculate the length of service, you can
use a formula. You indicate the end of the length of service period by using a determination rule, such as end of month,
33
first of month, as of event date, or end of pay period. The following table shows an example of a set of length-of-service
bands.
A derived factor for length of service defines a range of values and rules for calculating an employee's length of service.
The following table shows an example of a set of length-of-service bands. You can use the length-of-service bands to
determine eligibility for compensation objects such as bonuses or severance pay.
Derived Factor Name Greater Than or Equal To Length of Less Than Length of Service Value
Service Value
Service Less Than 1 0 1
Service 1 to 4 1 5
Service 5 to 9 5 10
Service 10 to 14 10 15
Service 30 Plus 30 999
The determination rule and other settings for each length-of-service band are the same:
Field Value
Date of hire
Period Start Date Rule
This sets the beginning of the period being measured.
End of year
Determination Rule
This sets the end of the period being measured.
Person's
Age to Use
Year
Units
None
Rounding
34
Field Value
Compensation
A derived factor for compensation defines a range of values and rules for calculating an employee's compensation
amount. The following table shows an example of a set of compensation bands. You can use the compensation bands
to determine eligibility for compensation objects such as bonuses or stock options.
Derived Factor Name Greater Than or Equal To Compensation Less Than Compensation Value
Value
Less than 20000 0 20,000
Salary 20 to 34000 20,000 35,000
Salary 35 to 49000 35,000 50,000
Salary 50 to 75000 50,000 75,000
Salary 75 to 99000 75,000 100,000
Salary 100 to 200000 100,000 200,000
Salary 200000 Plus 200,000 999,999,999
The determination rule and other settings for each compensation band are the same:
Field Value
First of year
Determination Rule
US Dollar
Unit of Measure
Stated compensation
Source
Rounds to nearest hundred

Rounding
35
Example of Using Range of Scheduled Hours

This example illustrates how to define eligibility criteria based on the number of hours a worker is scheduled to work
within a specified period.
Weekly and Monthly Ranges

You want to limit eligibility for a benefits offering to workers who were scheduled to work either of the following ranges.
Both ranges are as of the end of the previous quarter:
• Between 30 and 40 hours each week

• Between 130 and 160 hours each month
To do this, add two different ranges on the Range of Scheduled Hours subtab under the Employment tab of the create
or edit eligibility profile pages. Set the values for the weekly range as shown in the following table:
Field Value
Sequence 1
Minimum Hours 30
Maximum Hours 40
Scheduled Enrollment Periods Weekly
Determination Rule End of previous quarter
Set the values for the monthly range as shown in this table:
Field Value
Sequence 2
Minimum Hours 130
Maximum Hours 160
Scheduled Enrollment Periods Monthly
36
Field Value
Determination Rule End of previous quarter
Eligibility Profiles
Create eligibility profiles to define criteria that determine whether a person qualifies for objects that you associate the
profile with. You can associate eligibility profiles with objects in a variety of business processes.
The following are key aspects of working with eligibility profiles:
• Planning and prerequisites

• Specifying the profile type, usage, and assignment usage
• Defining eligibility criteria
• Excluding from eligibility
• Assigning sequence numbers
• Adding multiple criteria
• Viewing the criteria hierarchy
Planning and Prerequisites

Before you create an eligibility profile, consider the following:
• If an eligibility profile uses any of the following to establish eligibility, you must create them before you create
the eligibility profile:
◦ Derived factors
◦ User-defined formulas
◦ User-defined criteria
• Consider whether to combine criteria into one profile or create separate profiles depending on:
◦ Whether the object for which you're creating eligibility accepts only one eligibility profile or more than
one
◦ Performance considerations
• Use names that identify the criteria being defined rather than the object with which the profile is associated,
because eligibility profiles are reusable.
Example: Use Age20-25+NonSmoker rather than Supplemental Life-Minimum Rate.
37
Specifying Profile Type, Usage, and Assignment Usage

This table describes the basic profile attributes that you specify when you create an eligibility profile:
Setting Description
Use only dependent profiles for Benefits plans or plan types when determining eligibility of
Profile Type participants' spouses, family members, or other individuals who qualify as dependents.
All other profiles are participant profiles.
Usage Determines the type of objects the participant profile can be associated with, such as benefits
offerings and rates, compensation plans, checklist tasks, goal plans or mass goal assignments,
or performance documents.
Selecting Global makes the profile available to multiple business process usages.
Assignment to Use Determines the assignment that the eligibility process evaluates for the person
• Select Specific assignment when the usage is Compensation or Performance.

• Select a value that includes benefit relationship when the usage is Benefits. You select
this value to restrict eligibility evaluation to active assignments that are associated with
the benefits relationship of the person on a given date. If you select other values, then
you might need to include eligibility criteria to exclude inactive assignments.
• Select one of the following values for all other usages, such as total compensation
statements:
◦ Any assignment - enterprise
◦ Employee assignment only - enterprise
◦ Primary employee assignment only - enterprise
Defining Eligibility Criteria

Here's the list of eligibility criteria that you can use to configure benefit offerings:
Category Description
Personal • Gender
• Person Type
• Disabled
• Uses Tobacco
• Service Areas
• Home Location
• Postal Code Ranges
• Leave of Absence
• Termination Reason
• Qualification
• Competency
• Marital Status
38
• Religion
Employment • Assignment Status

• Hourly or Salaried
• Assignment Category
• Grade
• Job
• Position
• Payroll
• Salary Basis
• Department
• Legal Entities
• Performance Rating
• Quartile in Range
• Work Location
• Range of Scheduled Hours
• People Manager
• Job Function
• Job Family
• Hire Date
• Probation Period
• Business Unit
Derived factors • Age

• Length of Service
• Compensation
• Hours Worked
• Full-Time Equivalent
• Combined Age and Length of Service
• Benefit Groups
• Health Coverage Selected
• Participation in Another Plan
• Formula
Other • Benefit Groups

• Health Coverage Selected
• Participation in Another Plan
• Formula
Related coverage • Covered by Another Plan

• Covered by Another Plan in Program
• Covered by Another Plan Type in Program
• Covered by Another Program
• Dependent Eligible for Another Plan Type in Program
• Eligible for Another Plan
• Eligible for Another Plan Type in Program
• Enrolled in Another Option in Plan
• Enrolled in Another Plan
• Enrolled in Another Plan in Program
39
• Enrolled in Another Plan Type in Program

• Enrolled in Another Program
• Other Coverage
Labor Relations • Bargaining Unit

• Labor Union Member
• Union
• Collective Agreement
Some criteria, such as gender, provide a fixed set of choices. The choices for other criteria, such as person type, are
based on values defined in tables. You can define multiple criteria for a given criteria type.
Excluding from Eligibility

For each eligibility criterion that you add to a profile, you can indicate whether persons who meet the criterion are
considered eligible or are excluded from eligibility. For example, an age factor can include persons between 20 and 25
years old or exclude persons over 65.
If you:
• Exclude certain age bands, then all age bands not explicitly excluded are automatically included.
• Include certain age bands, then all age bands not explicitly included are automatically excluded.
Assigning Sequence Numbers

You must assign a sequence number to each criterion. The sequence determines the order in which the criterion is
evaluated relative to other criteria of the same type.
Adding Multiple Criteria

If you define multiple values for the same criteria type, such as two postal code ranges, a person must satisfy at least
one of the criteria to be considered eligible. For example, a person who resides in either postal range is eligible.
If you include multiple criteria of different types, such as gender and age, a person must meet at least one criterion
defined for each criteria type.
Viewing the Criteria Hierarchy

Select the View Hierarchy tab to see a list of all criteria that you have saved for this profile. The list is arranged by criteria
type.
Related Topics
40
Examples of Eligibility Profiles

The following examples show how to use eligibility profiles to determine which workers are eligible for a plan,
compensation object, and checklist task.
In each case, you:
1. Create the eligibility profile using the Manage Eligibility Profiles task, which is available in several work areas,
including the Setup and Maintenance work area and the Plan Configuration work area.
2. Associate the eligibility profile with the relevant object, such as a benefit plan.
Savings Plan Eligibility

A savings plan, such as a 401k plan, is restricted to full-time employees under 65 years of age. Create an eligibility
profile to associate with your plan.
The following table provides the values for the eligibility profile definition.
Field Value
Benefits
Profile Usage
Participant
Profile Type
Criteria Type Name Values Select Exclude Check Box
Employment Assignment Category Full-Time No
Derived Factor Age Select an age derived factor Yes

for the age band of 65 and
older
Bonus Eligibility
You offer a bonus to all employees who received the highest possible performance rating in all rating categories. Create
an eligibility profile to associate with your Bonus compensation object.
41
Field Value
Compensation, or Global
Profile Usage
Participant
Profile Type
Specific Assignment
Assignment to Use
The following table provides the values for the eligibility criteria for each rating category.
Employment Performance Rating Select the performance No

template and rating name, and
then select the highest rating
value
Checklist Task Eligibility

A new hire checklist contains tasks that don't apply to employees who work in India. Create an eligibility profile to
associate with each checklist task that doesn't apply to workers in India.
Field Value
Checklist
Profile Usage
Participant
Profile Type
The following table provides the values for the eligibility criteria.
Employment Work Location India Yes
Related Topics
• How can I restrict benefits enrollment opportunities based on provider location
• How to Configure Grandfathered Benefits
42
Single or Multiple Eligibility Profiles

You can define multiple criteria in an eligibility profile or create separate profiles for individual criterion. To determine
the best approach, consider the following:
• Does the object for which you are defining eligibility allow multiple eligibility profiles?
• What is the best approach in terms of efficiency and performance?
• Are your criteria both inclusive and exclusive?
Allowable Number of Eligibility Profiles

If an object permits only one eligibility profile, you must include all criteria in a single profile.
The following table shows which objects permit only one profile and which permit more.
Only One Profile One or More Profiles
• Checklist tasks • Benefits offerings

• Variable rate profiles • Individual and workforce compensation plans
• Variable coverage profiles • Performance documents
• Total compensation • Goal plans or mass goal assignments
statements • Absence plans
• Absence types
Efficiency and Performance in the Benefits Hierarchy

For optimum performance and efficiency, attach profiles at the highest possible level in the benefits object hierarchy
and avoid duplicating criteria at lower levels. For example, to be eligible for a plan type, a person must satisfy eligibility
profiles defined at the program and plan type in program levels.
The following objects inherit the eligibility criteria associated with the program:
• Plan types in program
• Plans in program
• Plans
• Options in plans that are in programs
However, it's sometimes more efficient to create more than one profile and attach the profiles at various levels in the
hierarchy. The following table illustrates applying successively restrictive exclusion criteria at different levels in the
hierarchy:
Level Eligibility Profile Criteria
Program Exclude employees who do not have an active assignment.
43
Level Eligibility Profile Criteria
Plan type in program Exclude employees who do not have a full-time assignment.
Plan Exclude employees whose primary address is not within a defined service area.
Using Both Inclusive and Exclusive Criteria

Eligibility criteria can be used to include or exclude persons from eligibility. Sequencing of criteria is more complicated
when you mix included and excluded criteria in the same profile. For ease of implementation, keep excluded criteria in a
separate eligibility profile.
Related Topics
• Best Practices for Setting Up Eligibility in a Benefits Hierarchy
Create a Participant Eligibility Profile

This example demonstrates how to create a participant eligibility profile used to determine eligibility for variable life
insurance rates. Use the Plan Configuration work area to complete these tasks.
The following table summarizes key decisions for this scenario.
Decisions to Consider In this Example
What is the profile type? Participant
What type of object is associated with Variable rate for benefits offering
this profile?
What types of eligibility criteria are Age derived factor (must have been previously defined)
defined in this profile?
Uses Tobacco criteria
Should persons meeting these Included

criteria be included or excluded from
eligibility?
44
The following figure shows the tasks to complete in this example:
Prerequisite
Create participant
- Create derived factors eligibility profile
for age bands
Add derived factor

for age
Associate eligibility
Add criteria for
profile with variable
tobacco use
rate profile
In this example, you create one eligibility profile that defines the requirements for a single variable rate.
• Typically, you create a set of eligibility profiles, one for each variable rate.
• Create a separate profile for each additional rate by repeating the steps in this example, varying the age and
tobacco use criteria.
Prerequisites
1. Create an age derived factor for ages less than 30.
Creating the Eligibility Profile

Use default values for fields unless the steps specify other values.
1. In the Tasks panel drawer, click Manage Eligibility Profiles to open the Manage Eligibility Profiles page.
2. On the Create menu, select Create Participant Profile.
3. In the Eligibility Profile Definition section, complete the fields as shown in this table.
Field Value
Age Under 30+ Non-Smoking

Name
Benefits
Profile Usage
Active
Status
45
Field Value
Any assignment - benefit relationship

Assignment to Use
Adding the Derived Factor for Age

1. In the Eligibility Criteria section, select the Derived Factors tab.

2. On the Age tab, click Create.
3. Complete the fields as shown in this table.
Field Value
1
Sequence
Select the derived factor that you previously defined for ages under 30
Age
Make sure that it's not selected

Exclude
Adding the Criteria for Tobacco Use

1. Select the Personal tab.

2. On the Uses Tobacco tab, click Create.
3. Complete the fields as shown in this table.
Field Value
1
Sequence
None
Tobacco Use
Make sure that it's not selected

Exclude
4. Click Save and Close.
46
Associating the Eligibility Profile with a Variable Rate Profile

1. In the Tasks panel drawer, click Manage Benefits Rates to open the Manage Benefits Rates page.
2. Select the Variable Rates tab.
3. Click Create.
4. In the Eligibility Profile field, select the eligibility profile you just created.
5. Complete other fields as appropriate for the rate.
Related Topics
• Create a Benefit Variable Rate
FAQs
What happens if I include multiple criteria in an eligibility profile?
If you define multiple values for the same criteria type, such as two postal code ranges, a person must satisfy at least
one of the criteria to be considered eligible. For example, a person who resides in either postal range is eligible.
If you include multiple criteria of different types, such as gender and age, a person must meet at least one criterion
defined for each criteria type.
What happens if I don't select the Required option when I add an

eligibility profile to an object?
If you add only one eligibility profile to an object, then the criteria in that profile must be satisfied, even if the Required
option isn't selected.
If you add multiple eligibility profiles, the following rules apply:
• If all profiles are optional, then at least one of the profiles must be satisfied.
• If all profiles are required, then all of the profiles must be satisfied.
• If some but not all profiles are required, then all required profiles must be satisfied and at least one optional
profile must also be satisfied.
47
48
Implementing Absence Management Rate Definitions for Absence Payments
6 Rate Definitions for Absence Payments
Rate Definitions for Absence Payments

Use a rate definition to determine the rate of a single unit of absence for payment during an absence period. However,
you calculate and resolve the rates only in Oracle Fusion Global Payroll or a third-party payroll application.
This topic covers the following aspects:
• Using rate definitions with absence plans
• Types of absence payments that support rate definitions
Using Rate Definitions with Absence Plans

To associate a rate definition with an absence plan:
1. Create the rate definition using the Manage Rate Definitions task in the Absences work area.
2. Optionally, associate the rate definition with the absence plan on the Entries and Balances tab of the Manage
Absence Plans task.
Example: If you want to calculate payments of each time unit when you disburse an accrual balance, you create a rate
definition using the Manage Rate Definitions task. Then, when you create an absence plan, you select the rate definition
that you created from the Disbursement Rate Rule list on the Entries and Balances tab.
The rate fields are optional in Absences even when you select the Transfer absence payment information for payroll
processing check box. You can define the rates on the payroll side.
Types of Absence Payments that Support Rate Definitions

The following table describes the types of absence payments for which you can associate a rate definition:
Rates Description
Absence Payment Rate Rule Calculates payment during an accrual and qualification absence period.
For a qualification absence plan, you can select this rate definition to calculate payment for a
qualification absence period. When you create a qualification plan, remember that you define
qualification bands to specify the percentage of payment during an absence period.
Example: You want to award the worker 75 percent pay up to the first 90 days of the absence.
You use a rate definition to define the calculation method to translate that percentage into an
actual payment value.
Final Balance Payment Rate Rule Calculates payment of accruals when plan participation ends.
Example: If the worker is terminated or loses eligibility for the absence plan, you might want
to use a rate definition to calculate the final accrual balance. Create a rate definition that
considers the worker's salary details and calculates the payment value for each unit of accrued
time.
49
Rates Description
Partial Disbursement Rate Rule Calculates payment when paying out part of an accrual balance.
Example: If the worker is terminated or loses eligibility for the absence plan, you might want to
disburse the remainder of the accrual balance as cash. Create a rate definition that considers
the worker's salary details and calculates the payment value for each unit of accrued time.
Liability Booking Rate Rule Calculates the cost of a worker's accrual balance to determine employer liability.
Example: If the is terminated or loses eligibility for the absence plan, you might want to
determine employer liability for worker time accruals for the rest of the accrual term.
Overview of Rate Definitions

You can create rate definitions to calculate compensation rates, accrual rates, element entry values, or values defined
by criteria. If the rate is based on multiple balance or element entries, or if it references other rate definitions, you can
specify multiple rate contributors.
The Global Payroll application calculates rates based on a number of criteria and conditions. And returns the rate value
for a periodicity specified, such as 50000 annually, or 7.25 hourly. Also, it supports rates that return a value for a unit,
rather than a periodicity.
You can control if rate values are calculated live or retrieved based on the results of the Generate HCM Rates process.
For example, you use the Generate HCM Rates process to calculate compensation rates for reporting purposes. In this
case, you must recalculate the compensation rates in the payroll run to ensure that they're accurate with then payroll is
processed.
Examples of rates defined by units:
• Piece work where a worker gets 1.50 for each widget made.
• Meal allowance rate or mileage rates where the rate paid varies based on the number of miles traveled and the
type of vehicle.
Use the Rate Definitions task from the Payroll Calculation work area to define and manage rate definitions.
Categories
To create a new rate, select a category from this table.
Category What it Does
Derived Rate Retrieves values from one or more payroll balances or other rate definitions, including rates
that retrieve element entry values. Use this option to create a rate that retrieves a value from
one or more rate contributors.
50
Category What it Does
Element
Retrieves a value from or posts to an element input value. The element input value must have a
special purpose of either a Primary Input Value or Factor.
• Select the Primary Input Value special purpose for an amount value, such as a salary
figure.
• Select the Factor special purpose for a factor value, such as a car allowance that you
calculate as 3 per cent of average earnings (factor = 0.03).
Note: Hours X Rate elements aren't supported.
Value by Criteria Retrieves values from a single value by criteria definition. A value by criteria definition specifies
one or more evaluation conditions that determine a particular value or rate. You can specify the
conditions as a tree structure to define the evaluation sequence.
For example, you can define a value-by-criteria to capture car allowance and housing
allowance values based on an employee's job. Define a rate definition to retrieve car allowance
rates and another rate definition to retrieve housing allowance rates. Both rate definitions refer
to the same value-by-criteria and use the criteria of job to retrieve the appropriate rate values
for an employee.
Grade Rate Retrieves values based on an employee's grade details.
Formula Retrieves values from a rate definition formula. The Generate HCM Rates process supports the
calculation of most formula-based rates. However, rates that include complex payroll formula
contexts or use balances calculated within the payroll run, are calculated by the payroll run.
Note: Formula rates are supported only in Global Payroll.
Related Topics
• Rate Contributors for Derived Rates
• Configure Elements to Use Rate Definitions
• Overview of Values Defined by Criteria
• Calculate Values Defined by Criteria
Options to Configure Rate Definitions

To configure rate definitions to get your desired rates, you should know how to use the various rate definition options.
For rates based on a single element entry value, you can also apply override and defaulting rules.
This table describes the fields that you can configure for the Derived Rate, Element, and Value by Criteria category
types.
51
Field Category Description
Storage Type Element

If you select the Element category to
define a rate, you must select a storage
type of Amount or Percentage. For
example, you can configure a rate
definition using the Salary element. If
the salary is held as a monetary value,
select Amount. If the salary is a factor of
another value, such as a balance, select
Percentage.
Note: This field is hidden for all

rate definition categories other
than Element.
Element Name Element For the Element category, the field is

enabled only when you select the storage
Derived Rate type.
If you select the Element category

to define a rate, you must select an
element name. This is required if you're
configuring a primary rate. This is a
rate that retrieves a value from a single
element, such as salary.
For the Derived Rate category, the field is

enabled when you access the page.
Employment Level Derived Rate

Select either Payroll Relationship, Term,
Value by Criteria or Assignment. This field is mandatory for
all derived rates and value by criteria rate
definitions. It controls which employment
ID the rates process uses when calling a
rate.
If the employee has multiple assignments,

the rates process uses the assignment ID
to identify the correct assignment record
for the employee.
Sometimes the contributor value is held at

a different level to the employment level
defined on the rate. In such cases, the rate
process uses the employment ID to locate
the correct record.
Status Element Set the status of a rate to active or

inactive. You can't assign an inactive
Derived Rate rate to an employee. Employees that are
allocated a rate while it was active aren't
Value by Criteria impacted by a change in status to inactive.
52
Field Category Description
Base Rate Element

Select this option if the rate represents
a base rate that another rate uses in
its calculation. For example, you might
have day shift employees and night shift
employees, with different base pay rates.
If each set of employees receives an

allowance that's a percentage of the base
rate, define one allowance rate. And that
rate is calculated based on the two rates
that have the Base Rate option selected.
Overall Salary Element If you're defining rates for use on the

Salary page, use the derived rate category
Derived Rate and define an Overall Salary. To do this,
you must associate a salary element to the
rate. Define an Overall Salary Information
element for this purpose.
Reporting Required Element Select this option to indicate if the

calculated rate value should be stored on
Derived Rate the rate table for reporting purposes.
Value by Criteria If you're defining rates for use on the

Salary page, you must select this option.
Rate definitions with this option selected

are included when the Generate HCM
Rates batch process is run. Use this
feature to report on primary rates and not
derived rates. HCM extracts use this report
to send data to third parties.
Value by Criteria Name Value by Criteria If you select the Value by Criteria category
to define a rate, you must select a Value
by Criteria name. A value by criteria
definition specifies one or more evaluation
conditions that determine a particular
value or rate.
Returned Rate Details

You can specify the periodicity of the returned rate, factor rules, currency, decimal display, rounding rules, and minimum
and maximum rules. If the process returns a rate that's outside the minimum and maximum range, you can do one of
these actions.
• Set up an action that enforces the rule, displays a warning

• Forces the user to fix the error
Select the Return FTE Rate check box to instruct the rate definition process to return a part-time value by applying an
employee's FTE to the rate value.
53
Periodicities
You must specify a periodicity, such as hourly or weekly, for the returned rate and each rate contributor. However, when
you use the rate in a formula, you can override the default periodicity.
The rate calculation converts each contributor to the periodicity specified on the rate contributor. It then adds or
subtracts the rate contributors, even if the periodicities are different. In most cases, they will be the same. Once the rate
contributors are summed up, the rate calculation then converts them into the return periodicity and currency.
For example, for a rate with a periodicity of weekly using the Standard Rate Annualized conversion formula, the rate
calculation does these actions.
1. Calculates an annual figure from the value and periodicity of each contributing earning and deduction.
2. Converts the annual figure into a weekly value.
By default, rates are converted using these predefined rate conversion formulas.
• Standard Rate Annualized

• Standard Rate Daily
• Standard Working Hours Rate Annualized
• Assignment Working Hours Rate Annualized
• Periodic Work Schedule Rate Annualized
If the values in the predefined conversion rules don't meet your requirements, you can define your own.
Factor Rules
You can apply a factor or multiplier to a calculated rate, or to an individual rate contributor. To apply a factor rule, do
these steps.
• Select Value as the factor rule.

• In the Factor field, enter the number by which you want to multiply the rate.
• Add the contributor.
You can apply a factor rule to the rate definition, rate contributors, or both. For example, you can define rate
contributors to calculate hourly values based on salary and bonus. You can then apply a factor of 1.0 or 100 percent
to the salary balance contributor and a factor of 0.5 or 50 percent to the bonus balance contributor. The factor rule is
applied to the rate before the periodicity conversion is applied.
Minimum and Maximum Values

You can define minimum and maximum values for the returned rate, and for individual rate contributors.
Use the Limit Violation Action field to display an error, warning, or enforce the application to use minimum or
maximum value that you enter. For example, you can enter 500 as the minimum value and then select Enforce Rules. If
the returned value comes back as 400, the application uses 500 as the value.
This table explains the options for the minimum and maximum rate values.
54
Value Comments
Null No minimum or maximum value
A specified value Example: 2000
Based on another rate Uses the calculated value of the rate definition that you select.
Be careful that you don't create a loop. For example, Rate A has minimum value that's based on
Rate B, which has a minimum value based on Rate A. This situation would result in a runtime
error.
Value by Criteria Minimum or maximum value based on a value by criteria definition.
Override and Defaulting Rules

You can set override and default rules only if you select Element as the category when you define rate definitions. Set
up override rules for the element associated with your rate definition. If you select the Override Allowed check box, you
can enter rate values on the Salary page.
If an element input validation formula has been defined for the rate contributor input value, you can view it in the
Override and Defaulting Rules section.
Note: You can't define override and defaulting rules if you select the Values by Criteria category to define a rate. But
you can select a formula to validate any rate that's returned and also use formulas to create default values.
For example, you can use the HCM Rates Default Value formula type to define the number of workdays in a year for your
organization.
workday = 250
periodicity = YEAR
return workday, periodicity, currency
In addition, you can use a value by criteria definition as the default type. Here, the process uses the value for the first
record created and carries that value forward in subsequent records, unless it's manually overridden. The rate engine
reevaluates the rate that the value by criteria method creates for each subsequent record. So, this rate could change. For
example you could use a value by criteria definition to enable a default value of 10 percent for bonuses that are targeted
to all eligible employees.
Contributor Rules
You can specify the periodicity for the contributor total. To process contributor totals as full-time equivalency amounts,
select Yes in the Process Contributor Total as FTE Amount field. The final rate value is converted from this status to
the Return Rate FTE status.
Information
In this section, enter text that explains the purpose of the rate, how the rate is calculated, or provides further details for
the rate. This section isn't available for rate definitions using the Value by Criteria categories.
55
Related Topics
• Configure Elements to Use Rate Definitions
• Configure Periodicity Conversion Rules
• Element Input Validation Formula Type
Create Rate Definitions for Leave

In this example, you want to calculate an employee's absence rate as of a particular date. The rate includes a
combination of average salary and car allowance. The employee has an annual year-to-date salary of 26,000. The
employee also receives an annual car allowance payment of 2,000. The absence rate is 26,000 + 2,000 = 28,000. To
provide a daily absence rate, you convert this rate into a daily rate.
This table summarizes the key information you use in the example.
What You Need To Consider For This Example
What elements do I need to create • Salary (assignment level) - This element contains the salary value to be retrieved by the
before I define the rate? rate definition. You must create it using the Flat Amount calculation rule.
• Car Allowance (assignment level) - This element contains the car allowance value to be
retrieved by the rate definition. You must create it using the Flat Amount calculation
rule.
• Absence - Use the Absence template to create the element. Enter Sickness as the
classification and Absence as the category.
Which balances hold the contributing • Salary is fed by the Salary element.
values? • Car Allowance is fed by the Car Allowance element.
Should I process contributor totals as Yes

full-time equivalent amounts?
Create the Rate Definition

1. On the Home page, click the Rate Definitions quick action under the My Client Groups tab.
2. In the Search Results section, click Create.
3. Enter these values.
Field What You Select
Category Derived Rate
Effective Start Date A date that's after the creation date of the objects that you're referencing
56
Field What You Select
Legislative Data Group Your legislative data group
4. Click OK.
5. In the Basic Details section, enter these values.
Field Value
Name Absence Rate - Salary and Car Allowance
Short Name ABS RATE - SAL/CAR ALLOW
6. In the Returned Rate Details section, Periodicity field, select Daily.

7. Click the Contributor Rules tab and in the Process Contributor Total as FTE Amount select, Yes.
The balances referenced need to be populated using payroll runs for the periods covered by the balance
dimension or the rate definition won't generate a meaningful value.
Create Rate Contributors

1. In the Rate Contributors section, click Create.
2. In the Contributor Type field, select Balance and click OK.
3. On the Create Rate Contributors page, enter these values.
Field What You Enter
Add or Subtract Add
Balance Name Regular Salary
Balance Dimension Assignment State Period to Date
Periodicity Daily
4. Click Save and Continue.

5. In the Rate Contributor section, click Create.
6. In the Contributor Type field, select Balance and click OK.
7. On the Create Rate Contributor page, enter these values.
Add or Subtract Add
57
Balance Name Car Allowance
Balance Dimension Assignment State Period to Date
Periodicity Daily
8. Click Save and Continue.

9. Click Submit.
10. Assign an Absence element entry to the employee's assignment. You will then need to pass the absence entry
to payroll using the absence interface.
Related Topics
• Generate HCM Rates
• Integrate Absence Management with Global Payroll
58
Implementing Absence Management Elements for Absence Management
7 Elements for Absence Management
Define Elements, Balances, and Formulas

The Define Elements, Balances, and Formulas task list contains the tasks required for creating payroll elements for
compensation and HR management. You can use this task list if you're recording earnings, deductions, and other
payroll data for reporting, compensation and benefits calculations, or transferring data to a third-party payroll provider.
Note: If you're using Oracle Global Payroll, use the Define Payroll task list instead. The Define Payroll task list includes
additional tasks required to set up payroll processing.
Required Tasks
Your business requirements and product usage determine which required tasks you must perform. The required tasks
include:
• Manage Elements
• Manage Payroll Definitions, which is usually required to support elements
• Manage Consolidation Groups, which is required for creating payroll definitions
If you use predefined Payroll Interface extracts to transfer data to a third-party payroll provider, you may need to create
element subclassifications, balances, organization payment methods, and object groups. Refer to the Global Payroll
Interface documentation for more information.
Before You Begin

The Workforce Deployment and Compensation Management offerings include the Define Elements, Balances, and
Formulas task list. Before you start the required payroll tasks, complete the tasks these offerings contain.
Task Use To Why It's Important
Manage Legal Entities Create payroll statutory units. Ensures that hiring employees
automatically creates payroll relationship
records.
Manage Legal Entity HCM Information Associate a legislative data group with As above.
each payroll statutory unit.
Manage Features by Country or Territory Select Payroll Interface as the extension Ensures that you use the appropriate
for any countries or territories where you element templates to create earnings.
extract HR data to send to a third-party
payroll provider.
59
Configure Legislations for Human Resources

Use this task to create and edit legislative data for a country or territory that doesn't have a predefined country
extension. It guides you through configuring some payroll objects and values required for creating elements, including:
• Tax year start date

• Period of service on rehire rules
• Default currency
• Element classifications
• Component groups
• Payment types
Note: Complete this task before the other tasks in this task list.
Manage Elements
Use elements to communicate payment and distribution information to payroll applications from the source
applications listed in the following table.
Source Application Element Purpose Requirements
Compensation • Earnings and deduction elements, Required for compensation plans and
such as bonuses, overtime base pay, no matter which HR and payroll
earnings, and voluntary deductions. applications you're using.
• Information elements to load
user-defined data to use during a
workforce compensation cycle.
Benefits • Deduction elements to record Required if you use element entries to

activity rate calculation results, such communicate benefits rate information to
as: any payroll application.
◦ Employee contributions and

employer distributions for Note: You must select Payroll
medical options Relationship as the employment level.
◦ Flex credits for flex benefits
• Earnings elements if you want to

disburse unused credits as cash.
Time and Labor Earnings elements with input value of Required if you pay worked time based on
Hours. time card entries.
Absence Management Earnings elements with input value of Required if you process absence payments
Hours. and book employer liability of accrual
balances through Global Payroll or Global
Payroll Interface.
60
Manage Payroll Definitions

Employees' employment terms or assignments include their assigned payrolls. The payroll definition supplies
the payroll period frequency and end dates, which some applications use for calculations. This table shows which
applications require payroll definitions.
Application Payroll Definition Required? Usage Conditions
Global Payroll Interface Yes N/A
Compensation Yes N/A
Benefits Optional Required to use the payroll period

frequency to calculate communicated
rates or values passed to payroll.
Time and Labor Optional Required to pass time entries to payroll

calculation cards for payroll processing
or for extract to a third-party payroll
application.
Absence Management No N/A
Manage Consolidation Groups

You must have at least one consolidation group for each legislative data group where you create elements. Payroll
definitions require a consolidation group.
Other Payroll-Related Setup Tasks

Your implementation might require other tasks from My Client Groups.
Task Requirements
Organization Payment Methods If you want to record personal payment methods for your employees, you must create
organization payment methods and associate them with your payroll definitions. Organization
payment methods define the combination of payment type and currency to use for payments
to employees or external parties.
61
Task Requirements
Element Classifications Primary element classifications are predefined. If you run the Calculate Gross Earnings process
(provided with Global Payroll Interface), you might create subclassifications to feed user-
defined balances.
Fast Formulas
You can write formulas for a number of uses, including:
• Validating user entries into element input values

• Configuring compensation, benefit, and accrual plan rules
• Calculating periodic values for gross earnings and defining element skip rules for the
Calculate Gross Earnings process (provided with Global Payroll Interface)
Balance Definitions If you're using Global Payroll Interface, creating earnings elements creates balances
automatically. You can edit these generated balance definitions.
If you're using the Calculate Gross Earnings process, you may want to create additional
balances for extracts or reporting.
Object Groups You can create object groups to specify subsets of elements or payroll relationships to include
in a report or process, such as the Calculate Gross Earnings process.
Related Topics
• Overview of Using Formulas
• Payroll Definitions
• Payroll Balance Definitions
• Implement Payroll Interface
How Elements Hold Payroll Information for Multiple

Features
Elements are building blocks that help determine the payment of base pay, benefits, absences, and other earnings
and deductions. You associate your elements with salary bases, absence plans, and the benefits object hierarchy to
determine how you will use the elements.
This table provides some examples of how you can use elements.
Element Usage Examples of Elements
Base Pay Management Annual Salary Basis
Monthly Salary Basis
Hourly Salary Basis
Absence Management Absence Payment
62
Element Usage Examples of Elements
Leave Liability
Discretionary Disbursement
Final Disbursement
Benefits Health Care Deduction
Savings Plan Deduction
Employee Stock Purchase Deduction
Time and Labor Regular Hourly Earnings
Overtime Earnings
Shift Earnings
Payroll Regular Standard Earnings
Bonus Earnings
Tax Deduction
Involuntary Deduction
Base Pay Management

To manage base pay, you attach an earnings element to each salary basis (hourly, monthly or annual) for each worker.
When a manager or compensation specialist enters a base pay amount for a worker, the application writes the amount
to an element entry. The application does this by using the element input value associated with the worker's salary
basis. Payroll processing uses the element entry to generate payment amounts.
Absence Management
You can manage worker absences and corresponding entitlements. You can create absence types based on predefined
absence patterns, and associate them with absence plans. You can associate an absence element with an absence plan
to transfer these information for payroll processing:
• Payments for absent time, for example, during maternity or long term sickness.
• Accrual disbursement at the end of absence plan year
• Accrual disbursement when plan enrollment ends
• Absence liability amounts
You can process the payments in Oracle Fusion Global Payroll or use HCM extracts to transfer the information to a third-
party payroll application for processing.
63
Benefits
Attach elements at various levels in the benefits object hierarchy to create deductions and earnings that you can
process in a payroll run to calculate net pay.
Time and Labor

Create elements for use in time cards, and calculate payroll or gross earnings based on the time card entries transferred
to payroll. For example, for Oracle Fusion Time and Labor, you run processes which create dependent payroll attributes
and time card fields for element input values. You can automate the routine import of time card entries to payroll using
predefined flows.
Payroll
For Oracle Fusion Global Payroll, you define earnings and deduction elements, such as bonus and overtime earnings
and involuntary deductions. These elements incorporate all the components required for payroll processing, including
formulas, balances, and formula result rules.
Related Topics
• Create Earnings Elements for Payroll
• Define Elements for Time Card Entries for the US
Define Payroll Elements to Process Absences

You define elements to calculate and process absence payments in Oracle cloud. When you define an absence element,
your responses to the element template questions determine which elements, balances, formulas, and calculation
components the template generates.
Defining an absence element involves these steps:
• Define an absence element

• Complete absence detail questions
• Complete accrual liability and balance payment questions
• Complete absence payment questions
• Submit the element
• Define element eligibility records and cost distributions
Define an Absence Element

Use the Elements task work area to define an absence element, selecting a primary classification of Absence, and a
secondary classification. Typically, the predefined values include vacation, maternity, and sickness.
64
Complete Absence Detail Questions

The questions you complete in the Absence Details section determine which subsequent questions the template
displays. You enter these information in the Absence Details section:
1. Specify the calculation units to use when reporting the absence, for example that's shown on the payslip, and
statement of earnings. Typically, you select Days or Hours for your reports that correspond to the units for your
absence plan. When creating an absence element, select the work calculation rule to calculate the absence rate.
2. Select the absence information to transfer to payroll based on the type of absence management plan.
Absence Management Plan Type Absence Information to Transfer
Accrual Accrual Balances
Accrual, Leave Donation, Accrual Balances and Absences

Compensatory
Qualification Qualification Absences
No Entitlement No Entitlement Absences
Complete Accrual Liability and Balance Payment Questions

If you transfer accrual balances, complete these questions.
Question Steps
Calculate absence liability? 1. Select Yes, if you calculate liability.

2. Select a liability rate.
Usually the rate is the same as the absence payment rate. You might select a different
rate when estimating liability for billing purposes.
Does this plan enable balance 1. Select Yes to configure a final disbursement element and to maintain balances for the
payments when enrollment ends? disbursement hours and payments.
2. Optionally, select a rate to use for the calculation.
Does this plan enable partial payment 1. Select Yes to configure a discretionary disbursement element and to maintain balances
of balance? for disbursement hours and payments.
2. Optionally, select a rate to use for the calculation.
65
Complete Absence Payment Questions

Complete these questions:
1. Select a method to reduce regular earnings if employees don't complete a time card.:
◦ Reduce regular earnings by absence payment (entitlement payment balance)

◦ Select rate to determine absence deduction amount (entitlement deduction balance)
You might select one of these options:
• The Reduce regular earnings option to reduce regular earnings by the absence payment. This
means that the employee is paid the same net amount as if they weren't absent.
• The Select rate to determine deduction amount option when the employee isn't due to be paid
for the absence at the same rate as their regular earnings. In this case, the absence deduction rate
that you select will be a rate that deducts 100% of the regular earnings. However, the absence
payment rate would be a different rate, for example 50%.
2. Optionally, select a rate to calculate the absence payment.
If you have standard earnings and absence elements in the same payroll run that reduce regular earnings, the
payroll calculation reduces earnings in this sequence:
a. Using absence element entries

b. Using any standard earnings elements that reduce regular earnings
The salary balance isn't reduced beyond zero.

3. You can now ensure that absence entitlement payments are made to employees after terminations. Use the
Does this plan enable entitlement payments after termination? question on the absence element template
to set the entitlement element to Final Close.
Example: Amelia is due to be paid maternity payments after her termination. Select Yes in this question to set
the latest entry date of the entitlement elements to final close. With this, the absence entitlement payments are
made to Amelia after her termination. When Amelia is terminated, change her employment assignment status
to Process When Earning. Also, set the TERM_INCLUDE_PR_LEVEL action parameter to Y, so that payroll
relationship level entries are considered for processing.
Submit the Element

When you submit the element, the template automatically configures a base pay element, balances, formulas, and
calculation components.
The template also configures additional elements, depending on the options selected in the template to transfer
absence information, as shown in this table.
Type of Absence Information to Optional Balance Payments Selected Additional Elements Configured
Transfer
Accrual Balances • Discretionary Disbursements • Accrual

• Final Disbursements • Discretionary Disbursement
66
Type of Absence Information to Optional Balance Payments Selected Additional Elements Configured
Transfer
• Final Disbursement
Accrual Balances and Absences • Discretionary Disbursements • Accrual

• Final Disbursements • Entitlement
• Discretionary Disbursement
• Final Disbursement
Qualification Absences none Entitlement
No Entitlement Absences none Entitlement
Define Element Eligibility Records and Cost Distributions

Define element eligibility records for all elements generated by the template, for example for your accrual, entitlement,
discretionary and final disbursement elements.
If your enterprise calculates cost distributions, specify costing for all the element eligibility records. For example, for an
accrual element, you do these steps
1. Define element eligibility records for the accrual, accrual results, accrual retroactive, and accrual retroactive
results elements.
2. Specify costing for the accrual results and retroactive results elements.
The costing process costs the change in the liability balance since the last payroll period, debits the expense account
and credits the liability account.
Related Topics
• Element Costing Options
• Importing Absence Entries to Payroll: Procedure
• Rates Used to Calculate Absences in Payroll
Define Payroll Elements for an Absence Accrual Plan

This example shows how to define an absence element for a vacation accrual absence plan. Based on your setup
decisions, this procedure configures these additional elements.
• Accrual element to process absence liability amounts
• Entitlement element to process payments for absence during vacation
• Discretionary Disbursement element to process disbursement of partial time accruals
• Final Disbursement element to process accrual disbursement when the absence plan enrollment ends
The name of the element is prefixed to each additional element.
This table summarizes key decisions for this scenario.
67
Decisions to Consider In This Example
What type of an absence are you transferring to payroll? Accrual balances
Who's eligible to receive this element? All workers
What units do you want to use for reporting calculations? Days
Do you want the element to calculate absence liability? Yes
Which rate should the calculate absence liability use? Liability Rate
Does your absence plan enable balance payments when Yes

enrollment ends?
Which rate should the final disbursement payment use? Final Disbursement Rate
Does your absence plan enable payment of partial accrual Yes

balances?
Which rate should the partial disbursement payment use? Partial Disbursement Rate
Reduce regular earnings by absence payment

How do you want to calculate deductions for paid absences for
employees not requiring a time card?
• Reduce regular earnings by the amount of the absence

payment so that the worker doesn't get paid twice?
• Select a rate to determine the absence deduction amount?
Before You Begin

Ensure that you configured a rate definition to determine the monetary value of a unit of absence. And depending on
your enterprise separate rates to calculate liability, discretionary disbursement, and final disbursement payments. You
configure a rate definition using the Rate Definitions task in the Setup and Maintenance or Payroll Calculation work
area.
Define an Absence Element

1. On the Manage Elements page, click Create.
2. In the Create Element window, complete the fields as shown in this table.
68
Field Value
Select your legislative data group.

Legislative Data Group
Absences
Primary Classification
Select an appropriate value for your legislation, such as Vacation.

Secondary Classification
3. Click Continue.
4. On the Create Element: Basic Information page, enter Vacation Payment in the Name and Reporting Name
fields.
5. In the Absence Plan Details section, complete the fields as shown in this table. Use default values for fields
unless the steps specify other values.
Field Value
What calculation units are used for Days

reporting?
Work Units Conversion Rule Standard Rate Daily
What type of absence information Accrual Balances and Absences

do you want transferred to payroll?
6. Click Next.
7. On the Create Elements: Additional Details page, in the Accrual Liability and Balance Payments section,
complete the fields as shown in this table. Use default values for fields unless the steps specify other values.
Field Value
Yes
Calculate absence liability?
Liability rate.
Which rate should the liability
balance calculation use?
Yes
Does this plan enable balance
payments when enrollment ends?
Final disbursement rate.

Which rate should the final
balance payment calculation use?
Supplemental
How do you want Payout Amount
to be taxed?
69
Field Value
Absence Payout Process Mode Process and pay with other earnings
Yes
Does this plan enable partial
payments of absences?
Discretionary disbursement rate.

Which rate should the
discretionary disbursement use?
How do you want Cash out amount Regular

to be taxed?
8. On the Create Elements: Additional Details page, in the Absence Payments section, complete the fields as
shown in this table. Use default values for fields unless the steps specify other values. For the purposes of this
worked example, all fields are being entered, however, only required fields must be entered and others may be
blank.
Field Value
Reduce regular earnings by absence payment.

How do you want to reduce
earnings for employees not
requiring a time card?
Absence payment.
Which rate should the absence
payment calculation use?
9. Click Next.
10. On the Create Element: Review page, review the information that you entered so far.
11. Click Submit to open the Element Summary page.
The template generates all the related elements, balances, and formulas.
Defining Element Eligibility

1. In the Element Overview section of the Element Summary page, click the Element Eligibility node.
2. Click Create Element Eligibility from the Actions menu.
3. In the Element Eligibility section, enter Vacation Payment Open in the Element Eligibility Name text box.
Leave the rest of the fields on the page blank.
4. Click Submit.
5. Click Done.
6. On the Elements page, search for the other elements prefixed with your absence element name.
7. Select each element in turn and repeat the steps on the Element Summary page to define eligibility for each
element.
70
Implementing Absence Management Effective Dates in Absence Management
8 Effective Dates in Absence Management
Date Effectivity
Date effectivity preserves a history of changes made to the attributes of some objects. As a Professional user, you can
retrieve and edit past and future versions of an object.
Many Human Capital Management (HCM) objects, including person names, assignments, benefits plans, grades, jobs,
locations, payrolls, and positions are date-effective.
Logical and Physical Records

Date-effective objects include one or more physical records. Each record has effective start and end dates. One record is
current and available to transactions. Others are past or take effect in the future. Together, these records constitute the
logical record or object instance.
This table shows changes to the department manager attribute in a department business object. Each row represents a
single physical record.
Physical Record Effective Start Date Effective End Date Department Manager
4 18 January, 2011 C. Woods
3 15 October, 2010 17 January, 2011 A. Chan
2 13 June, 2009 14 October, 2010 T. Romero
1 22 March, 2007 12 June, 2009 G. Martin
Note: The physical record number doesn't appear in the record.
Effective End Dates in Physical Records

Every physical record except the last has an effective end date. The update process adds this date, which is the day
before the effective start date of the next record, whenever you update the object.
Object End Dates

You can enter a final effective end date for some date-effective objects. For example, terminating an assignment adds
a final effective end date to the assignment. Alternatively, the End Date action may be available. If you end date a date-
effective object, then it isn't available to transactions after that date. But the object's history is retrievable.
71
Status Values in Date-Effective Objects

Some date-effective objects, such as grades and jobs, have both effective dates and status values. When the object
status is Inactive, the object isn't available to transactions, regardless of its effective dates. Setting the status to
Inactive makes objects unavailable to transactions. If you can't enter an effective end date for an object, then changing
its status has the same effect.
Future-Dated Changes
For date-effective objects, you can enter future changes. For example, you enter the worker promotion shown in this
table on 25 October, 2011 to take effect on 18 January, 2012.
Physical Record Effective Start Date Effective End Date Grade
2 18 January, 2012 IC2
1 14 October, 2010 17 January, 2012 IC1
Physical record two becomes current on 18 January, 2012. From 14 October, 2010 until 17 January, 2012 physical record
one is current and available to transactions. If you can access the object history, you can see physical record two before
it takes effect.
When future-dated changes exist, other actions may be limited. For example, to end this worker's assignment before
the promotion takes effect, you must first delete the promotion.
Date-Enabled Objects
Some objects, such as work relationships, are date-enabled rather than date-effective. They have start and end dates
that define when they're available, but they have no history of changes. New attribute values overwrite existing attribute
values.
Related Topics
• How You Make Multiple Updates to Date-Effective Objects in One Day
• How You Delete Physical Records from Date-Effective Objects
Examples of Correcting Date-Effective Objects

You can correct most attributes of date-effective objects, regardless of whether they occur in current, past, or future
physical records.
If you correct the effective start date of an object's first physical record, then the revised date must be before the current
effective start date. For the second and subsequent records, the revised date must be between the record's current
effective start and end dates.
72
Correcting a Current Error

On 11 March, 2011 you create a location definition but enter the wrong phone. On 21 March, 2011, you search for the
definition and select the Correct action. Before correction, the object history is as shown in this table.
Physical Record Effective Start Date Effective End Date Location Phone
1 11 March, 2011 650.555.0175
After correction, the object history is as shown in this table.
Physical Record Effective Start Date Effective End Date Location Phone
1 11 March, 2011 650.555.0176
Because you corrected the object, no change history exists.
Correcting a Past Error

A worker's assignment history is as shown in this table.
Physical Record Effective Start Date Effective End Date Job Working at Home
4 20 October, 2010 Line Manager No
3 18 August, 2010 19 October, 2010 Senior Administrator No
2 10 May, 2010 17 August, 2010 Senior Administrator Yes
1 25 July, 2009 9 May, 2010 Administrator Yes
You learn that the worker's job was actually Project Leader from 10 May to 19 October, 2010. As this period spans
physical records 2 and 3, you must correct both.
To retrieve physical record 2, you set the effective as-of date in the person search to any date between 10 May and 17
August, 2010. You select the assignment from the search results and make the correction.
You then retrieve physical record 3 and make the same correction.
73
Examples of Updating Date-Effective Objects

When you update a date-effective object, you insert a physical record in the object's history. Typically, the inserted
record follows the current record and the effective start date is today. However, you can also enter future-dated changes
and update past records.
Entering Future-Dated Changes

The grade EC3 exists from 17 June, 2009. Its ceiling step changes from 1 January, 2012. On 30 November, 2011, you
change the grade's ceiling step and enter an effective start date of 1 January, 2012. This change creates a physical record
in the grade definition, as shown in this table.
Physical Record Effective Start Date Effective End Date Ceiling Step
2 1 January, 2012 4
1 17 June, 2009 31 December, 2011 3
From 1 January, 2012 physical record 2 is in effect. Until then, physical record 1 is in effect.
Applying Historical Updates to Later Records

Jennifer Watts has one assignment, as shown in this table.
Physical Record Effective Start Date Effective End Date Grade Location
2 18 September, 2010 A1 Area Office
1 10 April, 2010 17 September, 2010 A1 HQ
You promote Jennifer to grade A2 from 1 July, 2010. You update her assignment with an effective start date of 1 July,
2010 and enter grade A2. This update:
• Inserts a physical record between existing records 1 and 2

• Sets the effective end dates of physical record 1 to 30 June, 2010 and of the inserted record to 17 September,
2010
You also correct existing physical record 2 to change the grade from A1 to A2.
74
Jennifer's assignment history is now as shown in this table.
Physical Record Effective Start Date Effective End Date Grade Location
3 18 September, 2010 A2 Area Office
2 1 July, 2010 17 September, 2010 A2 HQ
1 10 April, 2010 30 June, 2010 A1 HQ
FAQs
What's the effective as-of date?
A date value that filters search results. For any date-effective object that matches the other search criteria, the search
results include the physical record for the specified effective as-of date. The effective as-of date is one of the search
criteria. Therefore, objects with effective dates that don't include the specified date don't appear in the search results. By
default, the effective as-of date is today's date.
What's the difference between updating and correcting a date-

effective object?
When you update an object, you insert a physical record in the object's history. Typically, the inserted record follows the
current physical record, and the effective start date is today's date. However, you can edit the object history or create a
future-dated change by setting an appropriate effective start date.
When you correct a date-effective object, you edit the information in an existing physical record. You don't create a
physical record.
What happens when I end date an object?

The date that you enter becomes the final effective end date for the object. If physical records exist for the object
beyond the effective end date, either they're deleted automatically or you delete them.
The object's history remains available. For example, the object may appear in search results if the search criteria include
an effective as-of date that's within the object's effective dates.
75
76
Implementing Absence Management Accrual Absence Plans
9 Accrual Absence Plans
Types of Absence Plans

Create the following plans using the Absence Plans task in the Absences work area:
• Accrual
• Qualification
• No Entitlement
• Agreement
• Compensatory
• Donation
Accrual
Use this type to create absence plans that enable workers to accrue time for taking paid leave, such as a vacation plan.
Configure rules that determine various aspects of leave time, such as:
• Length and type of the accrual term in which workers accrue time
• Maximum time that workers can accrue in a term
• Maximum time that workers can carry forward to the next term
Qualification
Use this type to create an absence plan where workers qualify for the plan and receive payments during the absence
period. For example, use qualification plans for defining absence rules related to events, such as long term illness or
maternity. Configure rules to determine the payment percentages that apply for specific periods during the absence, for
specific workers.
No Entitlement
Create absence plans of this type to track unpaid absences without maintaining an accrual balance or providing leave
entitlements, such as periodic accruals. Similar to an accrual plan, you can define the length and type of the plan term
and determine when eligible workers can enroll in the plan. You can also use plans of this type in combination with a
qualification plan. For example, use a no-entitlement plan if a worker isn't eligible for a standard maternity absence
qualification plan.
Agreement
Create absence plans of this type in accordance with statutory rules for use under an agreement. For example, create a
shared parental leave agreement for a worker and qualified parental partner to allocate paid or unpaid time off among
parenting partners.
77
Compensatory
Create absence plans of this type to track earned compensatory time that can be used for time off. Compensatory time
is offered as compensation for working outside of regular work schedules. Instead of paying overtime, an employer can
create a policy to give paid time off.
Donation
Create absence plans of this type to track donated time that a worker receives. Workers can donate their accrual plan
balance to a coworker who needs additional time off and is eligible to receive the donated time.
Related Topics
Options to Define Accrual Plans

Configure the following rules when you create an absence accrual plan in accordance with the leave policy of your
enterprise:
• Plan term
• Plan eligibility
• Enrollment and termination
• Transfer and rollover
• Prior balance reinstatement
• Vesting period
• Plan limits
• Balance Updates
• Payments
• Disbursement
• Donation
Plan Term
An accrual term is a period of time during which workers accrue time. You must specify the type of accrual term to use
for the plan. For example, you can define one of these term types:
• An accrual term of one calendar year that restarts on January 1

• An accrual term that starts on the worker's annual hire date and restarts on every anniversary
Plan Eligibility
Associate an eligibility profile with the accrual plan to determine the set of workers who can enroll in that plan.
78
Enrollment and Termination

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.
Transfer, Rollover, and Carryover

Define the limits for transfer of some or all of the accrual balance to a new plan when the existing plan is terminated
due to loss of eligibility. The Transfer Rules section is enabled only when you select Transfer positive balance in the
Balance Disposition section.
Additionally, for year end processing, you can define:
• Rollover limits so that employees can transfer remaining balance to a new plan. Select Unlimited if you don't
want to define a limit for rollover.
• Carryover limits to determine the maximum unused leave time that employees can take over to the next term
for the same plan.
If the unused absence balance at the end of the term is above the defined rollover and carryover limit, you can choose
to pay out the remaining balance. If you don't select the Disburse remaining balance check box, the unused accrual
balance expires.
Prior Balance Reinstatement

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. You can configure this option in the Re-enrollment Rules section. You
can find this section in the Plan Participation tab when you create or edit an absence plan.
If you select Allow Prior Balance Reinstatement, a new row in accruals called "Plan Balance close transaction" is
created that deducts the remaining balance on the last day of the employee. This is the transaction that will act as a
reference to calculate the reinstated balance if the employee is re-hired within the time frame limit configured in the
plan setup.
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.
Vesting Period
Define if you want newly enrolled workers to accrue time, but not use it until after a specific amount of time.
Plan Limits
Define rules for the maximum leave time that workers can accrue. For incremental plans, Absence Management
applies the limit to each accrual period. When there are accrual transactions such as adjustments, balance transfers,
and disbursements, which impact the ceiling or carryover value, then the periodic accrual balance calculation takes
precedence and readjusts the balance accordingly.
79
Balance Updates
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
Payments
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
Disbursement
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.
Donation
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.
Options to Define an Accrual Term

When you create an accrual plan, you must select one of the following term types to define an accrual term during
which workers accrue leave:
• Calendar year
• Anniversary year
Calendar Year
The accrual term starts on the month, day, and year that you select. The term restarts next year on the same day. For
example, if you select January 1, 2015, the accrual term starts on that day and restarts on January 1, 2016.
Anniversary Year
The accrual term starts on the hire date and restarts on each anniversary. For example, if the enrolled worker's hire date
is May 1, 2015, the accrual term starts on this date and restarts on May 1, 2016.
80
Entering a continuous service date when enrolling in the accrual plan doesn't affect the start date. The continuous
service date affects the length-of-service calculations while processing a waiting period, vesting period, or plan limits
defined in an accrual band matrix. However, it doesn't affect the accrual term.
Options to Configure Accrual Enrollment and

Termination
Workers are enrolled into accrual plans as a result of employment and eligibility and disenrolled from accrual plans
when they're terminated or plan eligibility ends. Define when you want to enroll or disenroll a worker in the Participation
tab of the Create Absence Plan page.
Configure the plan to:
• Automatically enroll workers when they're hired or when a transfer event occurs.
• Use a formula if you want to consider other aspects or rules to determine when to enroll workers.
Define a waiting period if you want newly enrolled workers to start accruing time under that plan only after a specific
amount of time elapses after the date of enrollment.
Configure the plan to automatically disenroll workers as a result of employment termination or loss of eligibility to a
plan. On plan termination, define how to:
• Disburse the amount for payment if the worker has a positive absence balance.
• Recover the amount from the last pay if the worker has a negative absence balance.
For example, if a worker is terminated from employment on October 12, 2017, the following updates can occur to reflect
the termination.
• If an absence starts on or after October 12, it's withdrawn.
• If there is an absence spanning the termination date of October 12, the end date is automatically calculated
as the termination date for the absence. For example, if the worker schedules an absence from October 9 to
October 17, since the termination date is October 12, the end date of the absence is updated as October 12.
• If an absence is open-ended, the end date of the absence is October 12 since the termination date is calculated
as the last day of the absence.
• Plan use is recalculated for all updated absences.
• All active accrual enrollments are updated to reflect an end date of October 12.
• Final disbursements are transmitted to payroll, if final disbursement is configured.
How You Configure Eligibility for Absence Plans

An eligibility profile in Absence Management defines criteria used to determine whether a person qualifies for an
accrual or qualification absence plan. Define eligibility profiles and then associate it with a plan to determine the set of
workers who can enroll in that plan. To associate an eligibility profile with an absence plan:
1. Create the eligibility profile using the Manage Eligibility Profiles task in the Absences work area.
81
If you want all workers to be eligible for the absence plan, then don't add an eligibility profile. If a plan doesn't have
an eligibility profile associated with it, then it doesn't mean that workers are enrolled automatically into the plan. New
hires may be enrolled automatically, if that's the option set in the plan definition. Existing workers have to be enrolled
manually.
Options to Define Frequency of Accrual Periods

Award leave time to workers throughout an accrual term in equal installments known as accrual periods. Determine the
frequency of accrual periods by selecting one of the following Balance Frequency Source values on the Accruals tab in
the Create Absence Plan page:
• Person primary frequency
• Repeating time period
It there is a change in payroll relationship, the repeating period is automatically updated when running accruals. For
example, when employee payroll changes from weekly to monthly.
Person Primary Frequency

Select Person Primary Frequency to award time at the start of each payroll period. For example, if the worker enrolled
in the plan receives weekly payroll, the leave time accrues once a week.
Repeating Time Periods

The worker accrues time at the start of each instance in a repeating time period. For example, you created a biweekly
repeating period for an annual accrual term. The worker accrues time every two weeks during the term.
You create the repeating time period using the Manage Repeating Time Periods task in the Absences work area. Then,
associate the repeating time period with the accrual absence plan on the Create Absence Plan page.
Note: When you create a repeating time period, ensure that the period has a duration of at least 7 days. For example,
if you select a period type of Daily and a period length of More than one day, you need to select a value that's
greater than or equal to 7.
Related Topics
• Repeating Time Periods
Plan Limits for Accrual Plans

For accrual plans, you can configure the following plan limits:
Plan Limit Description
Annual Accrual Limit Rule Determines the maximum amount of leave time that workers can accrue within a plan year.
82
Plan Limit Description
Ceiling Rule Determines the maximum leave time that workers can accrue.
Use an accrual band matrix to build criteria using various factors, such as length of service, to determine workers who
qualify for specific plan limits. Alternatively, you can use a formula to determine each plan limit.
When accruals and balances are calculated, an annual accrual limit is evaluated. If the current period accrual results in
the accrual balance exceeding the limit, the accrual amount for that period is reduced. If a ceiling is also configured, it
can further impact the accrual amount.
Examples of Accrual Bands

Use accrual bands to vary accrual benefits to workers depending on employment criteria, such as length of service,
grade, or other factors. This topic shows various types of accrual bands that you can define in the Accrual Matrix section
on the Create Absence Plan page.
The examples show accrual bands based on the following factors:
• Location and length of service
• Grade
Creating Bands Based on Length of Service

Scenario: You want to create two accrual bands based on worker length of service, as shown in the following table.
Band Sequence Length of Service Accrual Rate Maximum Carryover Ceiling
1 Less than five years 15 15 45
2 Greater than or equal 20 15 60

to five years
To create the bands:
1. Create the following length of service derived factors using the Manage Derived Factors task in the Absence
Administration work area.
◦ Length of service less than 5 years

◦ Length of service greater than or equal to 5 years
2. Use the expression builder to create bands using the derived factors that you created:
83
Band Sequence Expression
1 [LengthOfService. LessThan5]
2 [LengthOfService. GreaterThan5]
Creating Bands Based on Location and Length of Service

Scenario: You want to create accrual bands of varying length of service for workers who belong to specific geographic
locations, as shown in the following table.
Band Sequence Location Length of Service Accrual Rate Maximum Ceiling

Carryover
1 Paris Less than five 15 15 45

years
2 Greater than or 20 15 60
equal to five years
3 Tokyo Less than three 10 10 30

years
4 Greater than or 15 15 45
equal to three
years
1. Create the following length of service derived factors for the specific geographic locations using the Manage
Derived Factors task in the Absences work area.

2. Use the expression builder to create bands using the derived factors that you created:
1 [Person. Location] = "Paris" AND [LengthOfService. LessThan5]
84
The person. location attribute is on the Entities tab in the Expression Builder dialog box. The
LengthOfService derived factors are available from the Derived tab.
2 [Person. Location] = "Paris" AND [LengthOfService. GreaterThan5]
3 [Person. Location] = "Tokyo" AND [LengthOfService. LessThan3]
4 [Person. Location] = "Tokyo" AND [LengthOfService. GreaterThan3]
Creating Date-Effective Accrual Bands Based on Grade

Scenario: Your enterprise wants to change its leave policies every year in accordance with government regulations, as
shown in the following table.
Band Sequence Effective Start Grade Range Accrual Rate Maximum Ceiling
Date Carryover
1 April 1, 2014 A1 - A3 15 15 45
2 A1 - A6 20 15 60
3 April 1, 2015 A1 - A3 20 20 30
4 A1 - A6 25 15 40
Set the session effective date to April 1, 2014 and create band 1 and band 2 using the following expressions:
1 [Person.Grade] >= "A1" AND [Person. Grade] <= "A3"
The person.grade attribute is on the Entities tab in the Expression Builder dialog box.
Save your work and set the session effective date to April 1, 2015. Then, create band 3 and band 4 using the same
expressions that you used for band 1 and band 2:
85
How You Configure a Plan for Discretionary Cash

Disbursement
Workers can initiate a cash disbursement request for their accrual or donation plan balance. Administrators and
managers also have the option to initiate a cash disbursement request on behalf of a worker.
To enable self-service cash disbursement for a worker and manager, complete these steps:
1. On the Absence Plans page for an accrual or donation plan, go to the Entries and Balances tab, Discretionary
Disbursements section.
2. Select Enable for administrator. The Enable for manager and Enable for worker fields are available for you to
select.
3. Configure the disbursement rules and define limits for the number of hours to disburse. For the disbursement
rule, you can select either Formula or Flat Amount. When you select Flat Amount, you may also specify the
following quantities. When you select Formula, you must specify a formula that returns values for these same
quantities:
◦ The minimum number of hours that the worker is eligible to request a cash disbursement
◦ The maximum number of hours that the worker can request, for instances where you want to limit the
amount to a certain number of hours
◦ An increment to prevent workers from entering decimal places, and thus avoid rounding issues later
If you don't specify any minimum, maximum, and increment quantities, the application assumes that there are no
minimum, maximum, and increment outputs.
Initiate Cash Disbursement Request

Here's how workers and managers start a cash disbursement:
1. Click Cash Disbursements in the Time and Absences page. Managers can navigate to this page using the Cash
Disbursements quick action from My Team page.
2. Click Add in the Request Cash Disbursement page.
3. Select the date and absence plan you want to disburse from. Enter the amount of time you want to disburse.
Note: Employees with multiple assignments must select the assignment and then the plan from
which they want to donate. Managers and administrators will see one row per assignment when
they search for the employee. Select the assignment from which donation is to be made.
4. Click Submit.
86
If you're an administrator, here's how you disburse an employee's balance:
1. Click Absence records in the Absences work area under the My Client Groups tab.
2. Search and select the employee to open the Manage Absences and Entitlements page.
3. Select the absence plan and click Disburse Balance on the Enrollments and Adjustments menu. This menu is in
the Plan Participation section.
4. Select the date and enter the amount to be disbursed.
5. Click Submit.
Approve Cash Disbursement Request

Optionally, you can configure approval notifications for the self-service cash disbursement requests. For example,
you want line managers to approve cash disbursement transactions requested by workers. Managers can view these
notifications by clicking the Notifications icon on the Home page or receive these notifications by email and decide
whether to approve or not.
To configure disbursement approval notifications:
1. Go to the BPM Worklist.

2. In the BPM Worklist, on the Task Configuration tab, select the AbsencePlanBalanceDisbursementApproval
workflow task to configure, and then click the Edit task icon in the Tasks to be configured toolbar.
3. Open the Assignees subtab and modify the approval rule, if required.
4. Click Save.
5. Click the Commit task icon in the Tasks to be configured toolbar when you're ready to deploy your changes.
Options to Enable Absence Accrual Balance Adjustments

Use the Entries and Balances tab on the Absence Plans page to enable the following types of accrual plan adjustments:
• Balance transfer across plans

• Other adjustments
• Elective disbursements
When you enable these adjustments, it then allows HR specialists to make adjustments to plan balances on the Manage
Absence Records and Entitlements page. To make adjustments, HR specialists can select an option on the Enrollments
and Adjustments menu of the Plan Participation section.
Balance Transfer Across Plans

This adjustment option enables HR specialists to select a source plan and specify an amount of time to transfer to a
target plan balance.
Other Adjustments
This adjustment option enables HR specialists to make special adjustments to plan balances, such as award leave
time to a worker for exemplary performance at work. When HR specialists make adjustments on the Manage Absence
Records and Entitlements page, they can select Clerical Error or Compensatory as the adjustment reason.
87
Elective Disbursements
This adjustment option 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's 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. These elections
reflect in Absence Management when the accrual process is run.
To integrate benefits election with absences:
1. Select Enable benefits integration.

2. Select Mark as pending to indicate whether the disbursement is finalized or not after the accrual process is run
and the information sent to payroll.
3. Select one of the following options for the Election Date Rule:
◦ Current plan year end: The end date for the current plan year is used as the disbursement date.
◦ Determined by election: The end date is elected within Benefits. If you select this option, the elective
amount is disbursed only if the employee has a valid payroll relationship.
Create a Vacation Accrual Plan

This example shows how to create an absence accrual plan for vacation leave. The following table summarizes key
decisions for this scenario.
Who is eligible for this plan? All workers
What unit of measure should this plan use to process absences? Days
What is the start date and length of the accrual plan term? Start on January 1 and restart the same day in the following year.
When can workers start accruing leave time on the plan? 1 month after hire date
When can workers start using the leave time that they accrued 2 months after hire date
How much leave time can workers accrue in a term? Workers who belong to grade A and B accrue at the rate of 15 days
each accrual term. They can carry-over 5 days to the next term.
Workers who are grade C and D accrue at the rate of 12 days each
accrual term. They can carry-over 2 days to the next term.
Do you want workers to accrue time for the whole term at once or Accrue time each pay period.
accrue in increments?
88
What is the maximum leave time that workers can accrue? 40 days
Can workers use more time than their standard accruals during Yes, up to 5 days
the plan term?
How do you want to calculate cash disbursals of partial accrual 50 percent of the salary amount determines the payment for a
balances at any time? unit of absence.
How do you want to calculate final balance payments for a The salary amount determines the payment of a unit of absence.
terminated worker?
Task Summary
To create the absence plan:
1. Create two rate definitions and a payroll element.

2. Create the absence plan.
Prerequisites
Before you create the absence plan, in the Absences work area:
1. Use the Rate Definitions task to create two rate definitions that calculate payment of a unit of absence based on
50 percent and 100 percent of the salary amount.
2. Use the Manage Elements task to create a nonrecurring element. Specify Absences as the primary classification
and Vacation as the secondary classification in the Create Element dialog box, and complete the sections as
shown in this table.
Section Value
Absence Plan Details

Select Accrual Balances and Absences as the type of absence information to transfer to
payroll.
Accrual Liability and Balance

Payments Select Yes for these questions:
◦ Calculate Absence Liability?
◦ Does this plan enable balance payments when enrollment ends?
◦ Does this plan enable partial payments of absences?
89
Section Value
You must specify a rate for the liability calculation, which should be the same rate specified
as the liability booking rate rule in Absence Management.
Absence Payments
Select the Reduce regular earnings by absence payment option for the following question:
◦ How do you want to reduce earnings for employees not requiring a time card?
Creating the Rate Definitions

1. In the Absences work area Tasks panel tab, click Rate Definitions.
2. Click Create.
3. On the Create Rate Definition page, complete the fields, as shown in this table.
Field Value
Unit Rate of 50 Percent Salary

Name
UR_ 50_PC_Salary
Short Name

Bimonthly
Periodicity (Returned Rate Details
section)
Year to Date
Balance Dimension
Bimonthly
Periodicity (Calculation section)
4. Click Create.
5. On the Create Rate Contributors page, complete the fields, as shown in this table.
Field Value
FIT Gross
Balance Name
Year to Date
Balance Dimension
Actual
Type
90
Field Value
Add
Add or Subtract
Value
Factor Rule
0.50
Factor Value

7. Repeat step 2 through step 6 to create another rate definition. Ensure that you provide the following key
information, as shown in this table:
Field Value
Unit Rate of Salary

Name
UR_ Full_Salary
Short Name
1.00
Factor Value
Creating the Absence Plan

1. In the Absences work area Tasks panel tab, click Absence Plans.
2. Click Create.
3. In the Create Absence Plan dialog, complete the fields, as shown in this table.
Field Value
Select your legislation.

Legislation
Accrual
Plan Type
4. Click Continue.
5. On the Create Absence Plan page, complete the fields, as shown in this table.
Field Value
Vacation
Plan
91
Field Value

Active
Status
Days
Plan UOM
Calendar year
Type
Select the first day of your plan term year. In this example, select January 1 of the current
Calendar year.
6. Click Save.
7. Select the Participation tab, and complete the fields, as shown in this table.
Field Value
Months
Waiting Period UOM
1
Duration
8. Click Save.
9. Select the Accruals tab, and complete the fields, as shown in this table.
Field Value
Incremental
Accrual Method
Person primary frequency

Accrual Frequency Source
Elapsed period
Accrual Vesting Rule
2
Duration
Months
UOM
Flat amount
Ceiling Rule
40
Ceiling
92
Field Value
Include in matrix
Carryover Rule
Select
Negative balance allowed
5
Negative Balance Limit
10. In the Accrual Matrix section, create accrual bands, as shown in this table.
Sequence Expression Accrual Rate Carryover Limit
1 ([Person. Grade] = "A") OR 15 5

([Person. Grade] = "B")
2 ([Person. Grade] = "C") OR 12 2

([Person. Grade] = "D")
11. Click Save.

12. Select the Entries and Balances tab, and complete the fields, as shown in this table.
Field Value
Select the Unit Rate of Salary rate definition that you created.
Final Balance Payment Rate Rule
Select the Unit Rate of 50 Percent Salary rate definition that you created.
Disbursement Rate Rule
Absence Payment Rate Rule
Liability Booking Rate Rule
Select
Transfer absence payment
information for payroll processing
Select the element that you created as part of the prerequisite task.
Element
13. Review the information you entered in all the tabs.

93
Managing Existing Absence Plans

You can update or correct existing absence plans from the Absence Plans page.
Best Practices for Inactivating Absence Plans

You can inactivate absence plans as of a specific date, but you need to ensure that you don't run accruals beyond this
date. If you do, employees can't add or withdraw absences. That's because the application attempts to rerun accruals
and reprocess future absences that lie beyond the inactive date of the plan.
Ensure that you set the plan inactivation date to a date that's after the accrual run date for all employees. Employees
won't be able to perform transactions if the absence plan is inactivated. Decide how you want to deal with the accrued
leave balances of the employees. You should either un-enroll all employees from the plan before you inactivate it or
withdraw accruals to a date prior to the inactivation date using the Withdraw Accruals and Balances process.
Before you make any date effective changes to the plan, try it out on test environment first. See whether the change
produces the results you expect. If it does, implement the change on a production environment.
94
Implementing Absence Management Qualification Absence Plans
10 Qualification Absence Plans
Types of Absence Plans

Create the following plans using the Absence Plans task in the Absences work area:
• Accrual
• Qualification
• No Entitlement
• Agreement
• Compensatory
• Donation
Accrual
Use this type to create absence plans that enable workers to accrue time for taking paid leave, such as a vacation plan.
Configure rules that determine various aspects of leave time, such as:
• Length and type of the accrual term in which workers accrue time
• Maximum time that workers can accrue in a term
• Maximum time that workers can carry forward to the next term
Qualification
Use this type to create an absence plan where workers qualify for the plan and receive payments during the absence
period. For example, use qualification plans for defining absence rules related to events, such as long term illness or
maternity. Configure rules to determine the payment percentages that apply for specific periods during the absence, for
specific workers.
No Entitlement
Create absence plans of this type to track unpaid absences without maintaining an accrual balance or providing leave
entitlements, such as periodic accruals. Similar to an accrual plan, you can define the length and type of the plan term
and determine when eligible workers can enroll in the plan. You can also use plans of this type in combination with a
qualification plan. For example, use a no-entitlement plan if a worker isn't eligible for a standard maternity absence
qualification plan.
Agreement
Create absence plans of this type in accordance with statutory rules for use under an agreement. For example, create a
shared parental leave agreement for a worker and qualified parental partner to allocate paid or unpaid time off among
parenting partners.
95
Compensatory
Create absence plans of this type to track earned compensatory time that can be used for time off. Compensatory time
is offered as compensation for working outside of regular work schedules. Instead of paying overtime, an employer can
create a policy to give paid time off.
Donation
Create absence plans of this type to track donated time that a worker receives. Workers can donate their accrual plan
balance to a coworker who needs additional time off and is eligible to receive the donated time.
Related Topics
Options to Define Qualification Plans

Configure the following rules when you create an absence qualification plan in accordance with the leave policy of your
enterprise:
• Plan term
• Payments
Plan Term
A qualification plan term is an assessment period for which the Evaluate Absence process calculates entitlements for the
total absent time recorded in that period. When you create an absence qualification plan, you must select the type of
plan term. For example, you can limit the duration of the plan term to the duration of the absence.
Plan Eligibility
Associate an eligibility profile with the qualification plan to determine the set of workers who are eligible to record an
absence that belongs to that plan.

Decide when to enroll workers in the qualification plan. Also, decide whether ongoing payments under this plan must
continue if a worker is terminated or loses eligibility for the plan.
Payments
Use an entitlement band matrix to determine the payment percentages that apply for specific time periods during an
absence. Decide how you want to calculate the payment rate of a single unit of absence. You can use a rate definition to
96
include the calculation rules, or use a formula. For example, you want workers who have completed a particular tenure
to receive specific percentage of pay for a specific absence period.
The following table shows a sample scenario:
Length of Service Payment Rule
5 to 10 years 75 percent up to 10 absent days.
10 to 20 years 75 percent up to 20 absent days.
Decide how you want to calculate the payment rate of a single unit of absence. You can use a rate definition to include
the calculation rules, or use a formula.
Options to Define a Qualification Term

A qualification plan term is an assessment period during which absence entitlement for the total absent time recorded
in that period is considered. When you create a qualification absence plan using the Absences Plans task, you must
select one of the following plan term types:
• Calendar year
• Rolling backward
• Rolling forward
• Absence duration
Calendar Year
The qualification plan term starts on the month, day, and year that you select. The duration of the term is one year. For
example, if you select January 1, 2015, the qualification term starts on that day and ends on December 31, 2015.
Rolling Backward
A rolling-backward term calculates absence entitlements based on the total duration of absences for a specific time
period that precedes the absence start date. For example, if you specify a one year rolling period, and the worker's
absence start date is January 1, 2015, then the calculation considers absences scheduled from January 2, 2014. You can
also configure rules to determine how to deal with absences that overlap rolling backward terms.
Rolling Forward
A rolling forward term calculates absence entitlements based on the first date a worker's absence begins and calculates
the end date by adding the term duration to the start date. For example, if the term duration is 365 days and the
absence start date is 12 February, then the end date will be 11 February of the following year. The rolling forward option
evaluates absences between this start date and end date to track plan entitlements for that period.
97
Absence Duration
The absence duration determines the qualification plan term. For example, if a worker schedules a maternity absence
from January 1, 2015 to April 15, 2015, then that's the duration of the qualification plan term.
Options to Define Overlap Rules for Qualification Plans

When you define a rolling backward plan term for an absence qualification plan, you must select an overlap rule that
determines how to deal with absences where only a partial period overlaps the current term. The examples in this topic
will help you understand how you can use the:
• Include rule to assess absences that overlap current and previous terms
• Exclude rule to ignore the entire absence that overlaps the current and previous terms
• Split rule to assess absences falling within the current term only
The Include Rule

If an absence overlaps the beginning of the rolling period, you consider the entire absence in the current assessment
period.
Scenario: You defined a six-month rolling-backward term in your qualification plan and set up bands that entitle workers
to 20 days absence at full pay and a further 15 days at half pay.
• The assessment period for a worker began on January 1, 2014.

• The worker starts sick leave on July 1, 2014.
Previously, the worker received payment under the same sick leave entitlement plan for 15 working days from December
20, 2013 to January 7, 2013.
Because you configured the plan term to use the Include rule, the previous absence that overlaps the current
assessment period is considered. So for the absence beginning on July 1, 2014, the worker receives full pay for the first 5
(20 - 15) days of the absence and half-pay for the next 15 days.
98
The following figure shows the usage of the Include rule in this scenario.
Band Setup
Band 1:
20 days at full pay
Band 2:
15 days at half pay
January 1, 2014
Start of rolling period
6 Months
Rolling Term Start of
current
absence
July 1,
December 20, January 7, 2014
2013 2014
Previous absence
(15 working days)
Bands for Current Absence
Band 1:
Entire duration of overlapping 5 days (20 - 15) at full pay
absence is considered
Band 2:
15 days at half pay
The Exclude Rule

If a worker is absent at the beginning of an assessment period, this rule ignores the entire absence that overlaps the
period. In the example used in the previous scenario, for a rolling backward term that uses the Exclude rule, the worker
receives:
• Full pay for the first 20 days of the absence

• Half pay for the next 15 days
Even though the previous absence overlaps the current assessment period, the worker receives the entitlement band
benefits for the current absence without any deductions.
99
The following figure shows the usage of the Exclude rule in this scenario.
Band Setup
Band 1:
20 days at full pay
Band 2:
15 days at half pay
January 1, 2014
(start of assessment
period)
6 Months
Rolling Term Start of
current
absence
July 1,
2013 2014
Previous absence
(15 working days)
Band 1:
Entire duration of overlapping 20 days at full pay
absence is excluded
Band 2:
15 days at half pay
The Split Rule

This rule assesses overlapping absences that fall within the current plan term only. In the example used in the previous
scenario, for a qualification plan that uses the Split rule, the worker receives full pay for the first 15 (20 - 5) days of the
absence and half pay for the next 15 days.
100
The following figure shows the usage of the Split rule in this scenario.
Band Setup
Band 1:
20 days at full pay
Band 2:
15 days at half pay
January 1, 2014
(start of assessment
period) 6 Months
Rolling Term
Start of
current
5 days
absence
July 1,
2013 2014
Previous absence
(15 working days)
Band 1:
Only the absence duration that 15 (20 – 5) days at full pay
falls within current assessment
period is included Band 2:
15 days at half pay
Options to Configure Qualification Enrollment and

Termination
Define when you want to enroll or disenroll a worker in the Participation tab of the Create Absence Plan page. Workers
qualify for qualification plan entitlements as a result of an event, such as childbirth. These entitlements stop when
workers are terminated or plan eligibility ends. Configure the plan to:
• Enroll workers in the plan when a worker or an administrator schedules an absence using an absence type
associated with a qualification plan.
101
• Use a formula if you must consider other aspects or rules that determine when to enroll workers in the plan.
Decide whether ongoing payments under this plan must continue if a worker is:
• Terminated
• Not terminated, but loses eligibility for the plan
How You Configure Eligibility for Absence Plans

An eligibility profile in Absence Management defines criteria used to determine whether a person qualifies for an
accrual or qualification absence plan. Define eligibility profiles and then associate it with a plan to determine the set of
workers who can enroll in that plan. To associate an eligibility profile with an absence plan:
1. Create the eligibility profile using the Manage Eligibility Profiles task in the Absences work area.
If you want all workers to be eligible for the absence plan, then don't add an eligibility profile. If a plan doesn't have
an eligibility profile associated with it, then it doesn't mean that workers are enrolled automatically into the plan. New
hires may be enrolled automatically, if that's the option set in the plan definition. Existing workers have to be enrolled
manually.
Examples of Qualification Bands

Use qualification bands to determine the payment percentages that workers receive for specific time periods during
a long leave of absence. Use employment criteria, such as length of service, grades, or other factors to filter workers.
This topic shows various types of qualification bands that you can define in the Qualification Band Matrix section on the
Create Absence Plan page.
The examples show qualification bands based on the following factors:
• Grade
• Length of service and grade
Creating a Single Payment Band for Multiple Length of Service

Ranges
Scenario: You want to create a single payment band for workers who have completed the following years of service:
• For workers who have completed between 5 and 10 years of service to receive 75 percent of pay for up to 10
days of absence
• For workers who have completed between 11 and 20 years to receive the same pay percentage, but up to 20
days of absence
102
◦ Length of service greater than or equal to 5 years and less than 10 years
◦ Length of service greater than or equal to 10 years and less than 20 years
2. Use the expression builder in the Qualification Band Matrix section to create bands using the derived factors
that you created:
1 [LengthOfService. GreaterThan5LessThan10]
2 [LengthOfService. GreaterThan10LessThan20]
For each band that you create in the Qualification Band Matrix section, you must create band details in the Qualification
Details section.
This table shows the band details that you must create for Band 1, which you created for workers who have completed
between 5 and 10 years of service.
Band Sequence Detail Name Duration Payment Percentage
1 75 percent up to 10 days of 10 75
absence
This table shows the band details that you must create for Band 2, which you created for workers who have completed
between 10 and 20 years of service.
1 75 percent up to 20 days of 20 75
absence
Creating Multiple Payment Bands for a Grade Range

Scenario: You want all workers who belong to grade A1 and above to receive:
• 100 percent of pay for up to 10 days of leave

• 75 percent of pay for up to a further 15 days of leave
103
This table shows the band information that you create using the expression builder in the Qualification Band Matrix
section.
1 [Person.Grade] >= "A1"
The person.grade attribute is on the Entities tab in the Expression Builder dialog box.
This table shows the band details that you must create for Band 2 in the Qualification Details section
1 100 percent pay up to 10 days 10 100

of absence
2 75 percent pay for the next 15 15 75

days
Creating Multiple Payment Bands for Multiple Length of Service

and Grade Ranges
Scenario: You want workers who have completed the following years of service:
Length of Service Payment Percentage
Less than 5 years

To be eligible for:
• 75 percent of pay for up to 10 days of absence

• 50 percent of pay for a further 15 days of absence
Greater than or equal to 5 years and

who belong to the A1 grade To be eligible for:
• Full pay up to 10 days of absence

• 75 percent of pay for a further 15 days of absence
104

2. Use the expression builder in the Qualification Band Matrix section to create bands using the derived factors
that you created:
1 [LengthOfService. LessThan5]
2 [LengthOfService. GreaterThan5] AND [Person. Grade] "A1"
This table shows the band details that you must create for Band 1 in the Qualification Details section.

of absence

days
This table shows the band details that you must create for Band 2 in the Qualification Details section.

of absence

days
Evaluate Entitlement without Absence Record

You use the Evaluate remaining entitlement without absence record check box to determine how the Manage
Absences and Entitlements page displays entitlements. The check box is available on the Participation tab of the
Create Absence Plan page. The following table outlines the impact of the check box on the display of information in the
Manage Absences and Entitlements page:
105
Check Box Value Actions Available for HR Specialist
Selected View complete qualification plan entitlement details defined for the worker, even without an
absence record
Not selected
View partial plan entitlement details of scheduled absences with different payment
percentages. They can't view the plan period, qualified entitlement, and remaining entitlement.
HR specialists can view partial plan entitlements in the following scenarios:
• Worker applied for only a single absence for the plan

• Worker applied for multiple absences and all of the absences are falling in the same
payment percentage
• Worker applied for multiple absences and all of the absences are falling in different
payment percentages
If the worker hasn't scheduled any absence for the plan, the Qualification Plans section of the
Manage Absences and Entitlements page displays no plan details.
How Qualification Plan Entitlement Appears

For qualification plans, the qualified entitlement details for a worker are displayed in the Qualification Entitlements
section of the Manage Absences and Entitlements page. The payment percentage defined during plan setup
determines the calculation of these qualified entitlements.
Settings That Affect Display Of Qualification Plan Entitlement

To view all qualified entitlement details, you must select the Evaluate remaining entitlement without absence record
check box. This check box is available on the Participation tab of the Absences Plans page. If you don't select the check
box during plan creation, you can view only the payment percentage and used entitlement in the Qualification Plans
section. No data appears for the plan period, qualified entitlement, and remaining entitlement columns.
How Qualification Plan Entitlement Is Calculated

Scenario: You defined a one-year rolling backward term in your qualification plan. You set up bands that entitle workers
to 30 days absence at full pay and an additional 30 days at half pay.
A worker took an absence for 88 days, from June 1, 2015 to September 30, 2015. The Qualification Plans section displays
the following qualified entitlements for an effective date of Sep 30, 2015 (Plan period will be Oct 01, 2014 - Sep 30, 2015):
106
Plan Plan Period Payment Qualified Used Remaining

Percentage Entitlement
Sick Leave 100 30 30 0
The worker schedules another absence using the same plan from September 1, 2016 to September 30, 2016 for 22 days.
Since you defined a one-year rolling backward term, the details considered for the 365 day time period that precedes
the absence start date are:
Rolling backward start date September 2, 2015
Used entitlements during the rolling 21 days at 0 percent (September 1, 2015 to September 30, 2015)
backward time period
Available entitlements 30 working days at 100 percent, and the next 30 working days at 50 percent
For the 22-day absence from September 1 through September 30, 2016, the worker qualifies for full payment. The
Qualification Plans section displays the following qualified entitlement for an effective date of Sep 30, 2016 (Plan period
will be Oct 01, 2015 - Sep 30, 2016):

If you don't select the Evaluate remaining entitlement without absence record check box during plan creation, the
qualified entitlements appear as shown in the following table:

Sick Leave 100 22
107
Open-ended Absences
For qualification plans, you can record an open-ended absence when the employee isn't sure about the end date of the
absence. This open-ended option is applicable for some absences, such as maternity or illness.
When you select the Open-ended check box, the end date is no longer available. You can enter an estimated end date,
but this date is not used in entitlement calculation. Instead, the entitlement is calculated for 365 days. If the absence
requires an extension beyond one year, a Pending Evaluation record is created, which denotes that the absence can be
extended by 90 days when the Evaluate Absences process is run.
When an end date is entered on the absence, the entitlement is recalculated based on the actual end date.
Calculation of Qualified Entitlements for Open-ended Absences

The applicable payment percentage defined during plan setup determines the entitlement calculation for open-ended
absences.
For example, an employee is eligible for qualified entitlements for 365 days. When the employee schedules an open-
ended absence, the calculation displays as follows in the Entitlements section of the Plan Use tab:
Absence Duration Qualified Entitlement Display
365 days
Displays the absence in a new row with the activity as Qualified Entitlement.
Exceeds 365 days

Displays the absence in a new row with the activity as Pending evaluation. This denotes that
the absence can be extended by 90 days when the Evaluate Absences process is run.
After the employee enters an end date, a new row is generated with an Entitlement exceeded entry for the unpaid
days.
Create a Maternity Plan

This example shows how to create an absence qualification plan for employees taking maternity leave.
The following table summarizes key decisions for this scenario.
Who is eligible for this plan? Only full time regular employees
What unit of measure should this plan use to process absences? Weeks
What is the plan term to assess entitlements? 6 months, rolling backward from the absence start date
108
How do you deal with absences that overlap the plan term? Use the Include rule to assess the entire absence.
How do you deal with terminated workers and workers who lose Continue entitlements if worker is terminated. Stop entitlements if
eligibility while receiving entitlements from the plan? worker loses eligibility.
For how much leave time are workers entitled to receive payment? Workers who have completed less than 5 years of service are
entitled to 8 weeks payment at 90 percent pay followed by a
further 16 weeks at 50 percent pay.
Workers who have completed more than 5 years of service

are entitled to receive payment for the first 6 weeks at full pay
followed by 12 weeks at 75 percent pay.
How do you want to calculate payments? The declared salary determines the payment of a unit of absence.
Transfer payments for payroll processing? Yes
Prerequisites
Before you create the absence plan, in the Absences work area:
1. Use the Manage Eligibility Profiles task to create a participant eligibility profile to restrict eligibility of the
absence plan to full time regular workers. In the Employment tab, Assignment Category subtab, select Full-time
regular from the Full Time or Part Time list.
2. Use the Manage Derived Factors task to create length of service derived factors. Don't create a qualification
absence plan with multiple expression builders where all expression builders are satisfied. If there is a specific
scenario, create multiple plans instead of multiple expression builders.
3. Use the Manage Rate Definitions task to create a rate definition for payment of a unit of absence based on the
declared salary on the absence start date.
4. Use the Manage Elements task to create a nonrecurring element. Use Absences as the primary classification
and Maternity as the secondary classification. In the Absence Plan Details section, select Qualification Absences
as the type of absence information you want transferred to payroll.
Creating the Length of Service Derived Factors

1. In the Absences work area Tasks panel tab, click Manage Derived Factors.
2. In the Length of Service tab, click Create.
3. In the Create Derived Factor Length of Service dialog box, complete the fields, as shown in this table.
109
Field Value
LengthOfService_ LessThan5
Name
Years
Unit of Measure
5
Less Than Length of Service
Date of hire
As of event date
Determination Rule
4. Click Save and Create Another.

5. Complete the fields, as shown in this table.
Field Value
LengthOfService_ GreaterThan5
Name
Years
Unit of Measure
5
Greater Than or Equal to Length of
Service
Date of hire
As of event date
Determination Rule
Creating the Rate Definition

1. In the Absences work area Tasks panel tab, click Manage Rate Definitions.
2. Click Create.
3. On the Create Rate Definition page, complete the fields, as shown in this table.
Field Value
Maternity Leave
Name
110
Field Value
MAT LEAVE
Short Name

Bimonthly
Periodicity (Returned Rate Details
section)
Year to Date
Balance Dimension
Bimonthly
Periodicity (Calculation section)
4. Click Create.
5. On the Create Rate Contributors page, complete the fields, as shown in this table.
Field Value
FIT Gross
Balance Name
Year to Date
Balance Dimension
Actual
Type
Add
Add or Subtract
Value
Factor Rule
1.00
Factor Value
Creating the Absence Plan

1. In the Absences work area Tasks panel tab, click Manage Absence Plans.
2. Click Create.
3. In the Create Absence Plan dialog box, complete the fields, as shown in this table.
111
Field Value
Select your legislation.

Legislation
Qualification
Plan Type
4. Click Continue.
5. On the Create Absence Plan page, complete the fields, as shown in this table.
Field Value
Maternity
Plan

Active
Status
Weeks
Plan UOM
Rolling backward
Type
6
Term Duration
Months
Term Duration UOM
Absence Start Date

Start Rule
Include
Overlap Rule
6. Click Save.
7. Click the Participation tab, and complete the fields, as shown in this table.
Field Value
Select
On Loss of Plan Eligibility Only,
Terminate Entitlement
Select and add the eligibility profile that you created as part of the prerequisite task.
Eligibility
8. Click Save.
112
Defining an Entitlement Matrix for the Maternity Plan

1. Click the Entitlements tab.
2. In the Entitlement Attributes section, select Matrix.
3. In the Qualification Band Matrix section, click Add to add a row.
4. In the Sequence field, enter 1.
5. Click the Expression Builder icon.
6. In the Derived tab, expand Length of Service, and select LengthOfService_LessThan5.
7. Click Insert Into Expression.
8. Click OK.
9. In the Create Absence Plan page, click Save.
10. Repeat step 3 through step 9. Ensure that you provide the following key information, as shown in this table:
Field Value
2
Sequence
LengthOfService_ GreaterThan5
Derived factor to select in the
expression builder
11. In the Qualification Band Matrix section, click the LengthOfService_LessThan5 row.
12. In the Qualification Details section, complete the fields, as shown in this table.
Sequence Detail Name Duration Payment Percentage
1 8 weeks at 90 percent pay 8 90
13. In the Qualification Band Matrix section, click the LengthOfService_GreaterThan5 row.
14. In the Qualification Details section, complete the fields, as shown in this table.
Sequence Detail Name Duration Payment Percentage
1 6 weeks at full pay 6 100
15. Click Save.

16. Click the Entries and Balances tab, and complete the fields as shown in this table.
113
Field Value
Select the Maternity Leave rate definition that you created.

Absence Payment Rate Rule
Select
Transfer absence payment
information for payroll processing
Select the element that you created as part of the prerequisite task.
Element
17. Review the information you entered in all the tabs.

Related Topics
• Define Payroll Elements to Process Absences
How You Create a Shared Parental Leave Agreement

In accordance with government-mandated rules of your country, enable workers to curtail their maternity or adoption
leave in order to share it with their partner. The shared parental leave may be paid or unpaid. The amount of leave which
can be taken depends on how much leave the person curtailing the maternity or adoption leave has left.
To create a shared parental leave agreement for your legislation:
1. Create absence plans for Childbirth and Adoption using the Absence Plans task in the Absences work area.
2. Create absence types for Childbirth and Adoption using the Absence Types task in the Absences work area.
3. Set up an agreement template that specifies the source plan and the target plan using the Manage Entitlement
Agreements task in the Absences work area.
Creating Absence Plans for Shared Parental Leave

Select the Agreement plan type and create the following absence plans for Shared Parental Leave:
• Childbirth
• Adoption
Add two bands, one paid and the other unpaid in the Entitlements tab.
Creating Absence Types for Shared Parental Leave

Select the Generic absence pattern and create the following absence types for Shared Parental Leave:
• Childbirth
• Adoption
On the Create Absence Types page:

1. In the Type Attributes tab, select the Agreement Selection field.
114
2. In the Plans and Reasons tab, ensure that the status of the selected plan is Active and the priority is set to 1.
Occupational plans can also be added to the same absence type. However, make sure the priority of those
plans is higher than the statutory plan and they're not concurrent. This ensures that the entitlement under the
statutory plan is always calculated, irrespective of whether the workers are eligible for occupational plans or not.
3. In the Display Features tab, set the Open Ended field to Do not display. This field is in the Dates and Duration
section.
Setting up an Agreement Template

The Shared Parental Leave functionality is governed by an agreement. This requires the user to set up an agreement
template using the Manage Entitlement Agreements task, which specifies:
• The source plan where the entitlement is converted from a maternity or adoption leave
• The target plan associated with the Shared Parental Leave agreement
Leave agreements functionality controls the amount of leave which is used when a person consumes the Shared
Parental Leave. The mother or adopter must curtail their maternity or adoption leave or pay to allow a partner to
consume their Shared Parental Leave.
115
116
Implementing Absence Management Compensatory Time
11 Compensatory Time
Options to Define Compensatory Plans

Configure the following rules when you create a compensatory plan in accordance with the leave policy of your
enterprise:
• Earned time expiration
• Vesting period
• Plan limits
• Manual Adjustments
Earned Time Expiration

Define whether compensatory time earned is subject to expiration. If yes, define the expiration limit and time frame,
and how you want to process the expired earned time. You can choose whether to expire the full amount or whether it
should be disbursed for payment.
Plan Eligibility
Associate an eligibility profile with the compensatory plan to determine the set of workers who can enroll in that plan.

Decide when to enroll workers in the compensatory plan and choose when to disenroll a terminated worker from the
plan. Administrators and managers can control the date when balances expire based on your configuration. You can
determine who can control these dates in the Expiration Date Updates section of the Entries and Balances tab.
Vesting Period
Define a vesting period for the plan if you want workers to use it after a specific amount of time after plan enrollment.
Plan Limits
Determine the maximum compensatory time that a worker can accumulate into the plan. Additionally, select if a
negative balance is allowed for the plan.
Manual Adjustments
Administrators and managers can manually adjust the compensatory time balance for workers. You can determine who
can make these adjustments in the Manual Adjustments section of the Entries and Balances tab.
117
Implementing Absence Management Compensatory Time
Expiration Rules for Earned Compensatory Time

When you create a compensatory plan, you must select one of the following expiration rules to define if the earned
compensatory time is subject to expiration:
• Acquisition date
• End of acquisition pay period
• End of acquisition week
• No expiration
Acquisition Date
Compensatory time expires in a defined amount of time from the acquisition date. For example, if the compensatory
time is earned on December 22 and the expiration time frame is defined as six months, the compensatory time expires
on June 22.
End of Acquisition Pay Period

Compensatory time expires in a defined amount of time from the end of the pay period. For example, if the
compensatory time is earned on December 22, the current pay period is December 16 to December 31, and the
expiration time frame is six months, the compensatory time expires on June 30.
End of Acquisition Week

Compensatory time expires in a defined amount of time from the end of the week the compensatory time is earned.
For example, if the compensatory time is earned on December 22, which is the week of December 17 to December 23,
and the expiration time frame is six months, the compensatory time expires on June 23 since the end of the acquisition
week is December 23.
No Expiration
The compensatory time earned is not subject to expiration.
118
Implementing Absence Management Donation
12 Donation
Overview of Donation
Workers can donate some or all of their accrual plan balances to others who need it. Administrators and managers can
also do this on behalf of workers.
Here's how workers and managers donate time:
1. Click Donations in the Time and Absences page. Managers can navigate to this page using the Donations quick
action from My Team page.
2. Click Add in the Donations page.
3. Select the date and absence plan you want to donate from. Enter the amount of time you want to donate.
Note: Employees with multiple assignments must select the assignment and then the plan from
which they want to donate. Managers and administrators will see one row per assignment when
they search for the employee. Select the assignment from which donation is to be made.
4. Select the alias or name of the recipient. If there's no alias, the recipient name appears.
5. Click Submit.
If you're an administrator, here's how you disburse an employee's balance:
1. Click Absence records in the Absences work area under the My Client Groups tab.
2. Search and select the employee to open the Manage Absences and Entitlements page.
3. Select the absence plan and click Initiate Donation on the Enrollments and Adjustments menu. This menu is in
the Plan Participation section.
4. .Select the date and amount to be donated
5. .Select the alias or name of the recipient. If the alias isn't defined, the recipient name appears
6. Click Submit.
Options to Define Donation Plans

Create a donation plan for workers who need additional time off over and above their entitlement using the Absence
Plans task in the Absences work area.
Donation Rules
Configure the following rules when you create a donation plan in accordance with the leave policy of your enterprise:
Rule Description
Unit of measure
Specify the unit of measure for the donation plan. The unit of measure can be only Hours or
Days. An accrual plan shows donors only donation plans with the same unit of measure as
their accrual plans.
119
Rule Description
Enroll workers in only one donation plan of a specific unit of measure so that when a donor
initiates a donation from their accrual plan, the balance transfers to the correct donation plan.
For example, if a donor initiates a donation from a vacation accrual plan measured in days, the
donation process looks for a donation plan measured in days. When it finds the corresponding
donation plan, it transfers the donated time to the worker's donation plan.
If you know that coworkers can donate from multiple plans with different units of measure,
then enroll the worker into two donation plans, one measured in Hours, the other in Days.
Plan limits Determine the maximum donated time that a worker can accumulate in the plan. Additionally,
specify whether the plan allows a negative balance.
Termination Specify how to disburse or recover donation plan balances when the worker is terminated.
Balance updates Specify which types of donation balance adjustments must be available to HR specialists.
Disbursement Specify whether workers are eligible for cash disbursement requests from the donation plan.
Decide who can initiate the disbursement. Additionally define disbursement rules and the
number of hours that can be disbursed.
How You Can Set Up PTO Donations for Your Legislation

Set up absences so that you can ensure automatic transfer of donated time off between coworkers.
To configure absences for donation, complete these tasks:
1. Create a Donation plan type using the Absence Plans task. Set the unit of measure to Hours or Days. The
unit of measure for the donation and accrual plans must be the same. This ensures that when workers initiate
donations, the accrual plan can identify the correct donation plan.
2. Configure donation rules on the corresponding accrual plan to allow workers to donate their accrual balances.
Use the Entries and Balances tab, Donation section to enable the donation feature on an accrual plan. You can
configure donation rules and define the number of hours that a worker can donate to another worker.
3. Optionally, configure approval notifications for donation requests.
4. Enroll workers needing additional time off in the appropriate donation plan by selecting Add Enrollment on
the Enrollments and Adjustments menu. This menu is on the Manage Absences and Entitlements page, in the
Plan Participation section, Accrual Plans subsection.
Create a Donation Plan

To create a donation plan:
1. In the Absences work area, on the Tasks panel tab, click Absence Plans.
2. On the Absence Plans page, click Create.
3. On the Create Absence Plan dialog box, in the Plan Type field, select Donation.
120
4. Click Continue.
5. On the Create Absence Plan page, Plan Attributes tab, enter the name of the plan.
6. Select the legislative data group.
7. In the Status field, select Active.
8. In the Plan UOM field, select Hours or Days so that this plan can receive donations from accrual plans with the
same unit of measure. If coworkers can donate time to the worker from multiple plans with different units of
measure, enroll the worker in 2 donation plans, one with Hours and the other with Days.
9. On the Plan Rules tab, optionally specify a ceiling amount. You can select Flat Amount or Formula. The ceiling
amount limits the total donated amount that this plan can receive. You can also specify how to disburse or
recover donation plan balances when the worker is terminated.
10. On the Entries and Balances tab, specify the transactions that this donation plan allows workers to make. For
example, you can allow workers to cash out the donated leave instead of taking an absence.
11. Select Transfer absence payment information for payroll processing and select an absence element to
transfer the donation balance for payroll processing. To integrate the absence plan with Global Payroll, create
elements using the Manage Elements task in the Payroll Calculation work area. Then, associate the element
with the plan on the Create Absence Plan page.
How You Configure Donation Rules on an Accrual Plan

for Workers to Donate to Coworkers
Enable the donation feature of an accrual plan on the Absence Plans page. Use the Entries and Balances tab, Donation
section. You can also configure donation rules and limit the number of hours that a worker can donate to another
worker.
For the Donation Rule, you can select either Formula or Flat Amount. When you select Flat Amount, you can also
specify the following quantities. When you select Formula, you must specify a formula that returns values for these
same quantities:
• The minimum number of hours that the worker is eligible to donate
• The maximum number of hours that the worker can donate, for instances where you want to limit the amount
to a certain number of hours
• An increment to prevent workers from entering decimal places, and thus avoid rounding issues later
If you don't specify any minimum, maximum, and increment quantities, the application assumes that there are none.
Configure Approvals for Donation

Optionally, you can configure approval notifications for donation requests. For example, you want line managers to
approve donations initiated by workers. To view notifications, Managers can click the Notifications icon on the Home
page. They can also opt to receive notifications by email with approval options.
To configure donation approval notifications:
1. Go to the BPM Worklist.
2. On the Task Configuration tab, select the AbsencePlanBalanceDonationApproval workflow task to configure,
and then click the Edit task icon in the Tasks to be configured toolbar.
3. Open the Assignees subtab and modify the approval rule, if required.
121
4. Click Save.
5. Click the Commit task icon in the Tasks to be configured toolbar when you're ready to deploy your changes.
Enroll a Worker in a Donation Plan

If the worker is eligible to receive a time-off donation from coworkers, complete these steps to enroll the worker in a
donation plan:
1. In the Person Management work area, search for and select the worker you want to enroll.
2. On the Tasks panel tab, click Absence Records.
3. On the Manage Absences and Entitlements page, in the Plan Participation section, Accrual Plans subsection, on
the Enrollments and Adjustments menu, select Add Enrollment.
4. Select the donation plan.
5. Enter the date when the worker's plan eligibility starts.
6. Optionally, enter a unique alias to protect the identity of the donation recipient and comply with privacy
requirements of your organization.
7. Optionally, decrease or increase the ceiling amount in the Ceiling Override field if you want to provide a
different limit from the ceiling amount defined during plan setup.
8. Click Submit.
When workers initiate donations from their accrual plans, they see only recipients for donation plans with the same unit
of measure as their accrual plans. Therefore, it's important to enroll workers in donation plans with the correct unit of
measure.
You can make corrections or change the alias by selecting Update Enrollment from the Enrollments and Adjustments
menu of the Manage Absences and Entitlements page. You can even update the ceiling amount to a value lower than
the current balance. However, this means that no more donations are accepted for this plan because the balance is
higher than the ceiling.
122
Implementing Absence Management Absence Types, Reasons, and Categories
13 Absence Types, Reasons, and Categories
How Absence Components Work Together

Configure absence components such as types, categories, patterns, plans, reasons, and certifications to reflect the
absence management policy of your enterprise.
Absence types Use the Absence Types task to create absence types.
Absence categories Use the Absence Categories task to create absence categories and associate them with
absence types.
Absence patterns Review these settings on the Display Features tab when you create an absence type.
Absence plans Use the Absence Plans task to create absence plans.
Absence reasons Use the Absence Reasons task to create absence reasons.
Absence certifications Use the Absence Certifications task to set up a requirement. Then associate the requirement as
an action item with an absence type so that every absence associated with the absence type is
subject to that requirement.
123
This figure illustrates how the absence management components fit together.
Absence Type
Absence Pattern Absence Plan

(Example: Illness or (Example: Sickness
Injury) Entitlement Plan)
Absence Category
(Example: Illness and
Absence Type Injury)
(Example: Sick Leave)
Action Item Absence Reason

(Example: Doctor Example: Injury at
Certificate) Work)
Absence Type
When you create an absence type, such as sick leave, you include rules to determine when users record or manage
an absence of that type. For example, you can restrict workers so that they can record absences only of a particular
duration. An alert appears if the entered duration exceeds the maximum value.
Decide which fields or sections you want to show or hide for specific user roles when they record or approve a specific
absence type.
Absence Category
Create absence categories to group absence types for reporting and analysis. For example, you can create an absence
category called family leave and associate with it absence types, such as maternity, paternity, and child care.
Absence Pattern
An absence pattern contains a predefined set of rules that you can use as a starting point to create an absence type.
When you create an absence type, you must associate it with any of the following predefined patterns:
• Illness or injury
124
• Childbirth or placement
• Generic absence
For example, you can select the Generic absence pattern to create an absence type to schedule vacation time using the
time accrued under a vacation accrual plan.
The pattern that you select determines:
• Whether special fields appear on the absence type pages

• The options available to display and process various aspects of absence recording
For example, the Illness or injury pattern displays a field for selecting whether the absence type applies for childbirth or
adoption placement.
Absence Plans
Create absence plans to define rules for accruing leave time and receiving payments during an absence period. You
must associate at least one absence plan with an absence type.
To schedule an absence using an absence plan, the unit of measure defined in the plan must match the unit of measure
defined in the associated absence type. If the unit of measure differs, you can define the conversion formula and attach
it to the absence type. This formula is applicable only if the unit of measure is hours or days for the absence type.
Absence Reasons
Create absence reasons to select from when scheduling an absence. Absence reasons are independent of absence
types. You can use the same reason for multiple absence types. When you create an absence type, you associate the
reasons with the type.
Absence Certifications
Create certification requirements for absences that require documentation to authorize an absence. For example,
in case of an absence due to illness, set up a requirement that workers must submit a doctor's certificate within a
stipulated period of time. This ensures they receive full payment for the absence duration.
Related Topics
• Create an Absence Certification Requirement
Absence Display and Processing Rules

When you create an absence type, you can configure:
• The display of various fields and sections on the absence recording pages for specific user roles
• Rules related to entry of information into specific fields. Based on the absence pattern that you select, all fields
and rules have default values, which you can configure on the Display Features tab.
125
You can configure the usage of the following sections:
Primary Details Configuration

Determine whether you want to show or hide the following fields in the Supplemental Details section on the absence
recording pages:
• Reasons
• Comments
• Attachments
Assignment Selection Configuration

Configure absence types for employees with multiple assignments so that managers, administrators, and employees
can enter absences that impact either all assignments or a specific assignment. Select the Allow assignment selection
at absence entry check box in the Type Attributes tab of Create/Edit absence type page to provide this option at
absence entry.
When adding an absence, if you select an absence type from the list that has been configured to allow assignment
selection during absence entry, the Business Title field appears. This is where you can select the assignment that
you want to add an absence for. If you choose a specific assignment, the absence will impact only that particular
assignment. But if you select the option All, the absence will impact all the assignments active as of the absence start
date.
Qualified Entitlement Rule

Configure this rule to show or hide the Qualified Entitlements section on the absence recording pages for qualification
plans. When workers schedule an absence related to a qualification absence plan, the Qualified Entitlements section
displays payment percentages that apply during the absence period.
Approval and Processing Rules

Configure rules related to absence approvals and processing that are available to specific roles in the approval page.
Insufficient Balance Enforcement Rule

Configure this rule to show or hide the Projected Balances section on the absence recording pages. When workers
schedule an absence related to an accrual absence plan, an error message prevents workers from adding an absence if
there is insufficient accrual balance.
Dates and Duration Configuration

Control the processing and display of the date-related fields that appear on the absence recording pages. This section
covers the dates that are captured, calculated, and evaluated. The fields vary significantly by absence pattern.
Supplemental Details Configuration

Control the display of additional fields that collect additional information and support absence processing. The fields
vary based on the pattern selected.
126
Absence Approval and Processing Rules

When you create an absence type, you can configure the absence approval and processing rules.
The following table explains the absence approvals and processing rules:
Rule Effect of Enabling
Approval processing All absence submissions must be approved.
Approvals reset on update When you update an already scheduled absence, it resets approvals and goes through
manager approval again. For example, the status changes from Scheduled to Awaiting
approval.
Deferred processing An absence that you schedule doesn't have any impact on accrual balance or entitlements until
you confirm the absence. You must run the Evaluate Absences process to confirm deferred
absences.
Additional payload attribute Helps you configure the absence approval flow according to your organization needs. This
allows more flexibility in routing approvals within your organization.
Concurrency Enable workers to receive concurrent entitlements through different absence types for
absences scheduled for the same time and day.
Payable after termination Enable workers to receive qualification entitlements even after termination. For example, in
some legislations even though employment may end, the absence entitlement for maternity or
adoption leave may continue to be paid.
Absence Dates and Duration Rules

When you create an absence type, you can configure the processing and display of the following date-related fields that
appear on the absence recording pages:
• Absence start date: Configure this field to display the absence start date.
• Planned absence start date: Configure this field to determine the planned start date for an absence.
• Planned absence end date: Configure this field to determine the planned end date for an absence.
• Absence end date: Configure this field to display the absence end date.
• Occurrence limit rule: Configure this rule to set a limit on the duration and occurrence of an absence type.
• Open ended: Configure this rule to enable workers to submit an absence without entering an absence end date.
• Absence start date validation: For accrual plans, configure this rule to determine dates when workers can't
schedule an absence. For qualification plans, configure this rule to determine a specific date, based on the
absence start date, to process entitlements for the absence that the worker submitted.
127
• Advanced absence entry: This rule enables the Advanced mode option so that workers can schedule
discontinuous dates, a weekly recurring absence, or a half day absence.
• Override Daily Duration: This rule enables workers to override the start and end time of a particular day on
which they were absent.
• Matching date: For qualification plans, configure this rule to determine the date a child is matched with the
worker for adoption purposes. When the child is from another country, it's usually the date the child enters the
prospective parent's country. This field is applicable only when you select Placement as the event type.
• Expected date of event: Configure this field to determine the expected date of childbirth or adoption.
• Expected week of event: Configure this field to determine the expected week of childbirth or adoption.
• Actual date of event: Configure this field to enter the actual date of childbirth or adoption.
• Intend not to return to work: Configure this rule for qualification plans where the worker doesn't intend to
return to work after the maternity absence.
Allow Daily Absence Duration Override

This rule is useful when workers are working variable hours and the employer doesn't want to change the work
schedule. Configure an absence type that uses hours as the unit of measure to override the start and end time of a
particular absent day.
A work schedule determines the times when a worker is available and unavailable for work based on the defined
daily working hours for a worker. So when a worker schedules an absence, the defined daily working hours appear
automatically on the absence request page. This override daily duration rule enables workers to modify the defined
daily duration to more than the availability hours when scheduling an absence.
Do note that if the employer changes the work schedule, and an absence is recorded with the same absence type that
has the override daily duration rule enabled, the duration of the absence doesn't change.
To enable the override daily duration rule:

1. In the Absences work area Tasks panel tab, click Absence Types.
2. In the Search Results section, click Create to open the Create Absence Type dialog box.
3. Select the pattern.
4. Click Continue to open the Create Absence Type page.
5. In the Type Attributes tab, enter the name.
6. Select the legislative data group.
7. Select the Display Features tab.
8. In the Dates and Duration section Override daily duration row, select Enabled.
9. Click Save and Close to return to the Absence Types page.
Workers use the advanced absence entry page to override the automatically calculated absence duration.
Options to Configure Display of Supplemental Details

When you create an absence type, you can control the display of the following fields that appear in the Supplemental
Absence Details section on the absence recording pages:
• Authorized absence: Provides notification of an authorized absence.
128
• Authorization status updated: Determines the authorization status for an absence based on the certification
update.
• Block leave status: Enables workers to report a fixed period away from work deducted from the worker's
normal annual leave entitlement. For example, in financial organizations depending on the nature of work,
certain workers are required to take a block of leave every year so that finance watchdog organizations can
audit the financial transactions for any inconsistencies.
• Notification date: Determines the absence notification date.
• Late notification waiver date: Determines the waiver date when an absence notification qualifies as a late
notification.
• Late notification waived: Determines when an absence notification that qualifies as a late notification is
waived.
• Special conditions: Enables workers to select any special conditions relevant for the absence type. This field
appears when you select the Illness or injury or Childbirth pattern.
Examples of Start Date Validation Rule

The examples in this topic show you how to use the absence start date validation rule to restrict accrual plan related
absence entries to particular dates. You can also use this rule to determine the date when you want to process
entitlement calculations for a qualification plan related absence.
You configure the absence start date validation rule in the Display Features tab when you create or edit an absence type.
Configuring the Rule for Accrual Plan Absences Using Two

Conditions
Scenario:
• You want to enable workers to schedule an absence only if the absence start date is two days later than or equal
to the current date.
• You also want another condition that prevents workers from scheduling an absence too far in advance. You
want workers to schedule an absence only up to three months from the current date.
You configure the first condition of the absence start date validation rule with the following information.
Field Value
Operation type > (earlier than)
Reference date System date
Operand +
Time period 2
129
Field Value
UOM Calendar days
You configure the second condition of the absence start date validation rule with the following information.
Field Value
Operation type > (later than)
Operand +
Time period 3
UOM Months
Configuring the Rule for Qualification Plan Absences Using a

Single Condition
Scenario: You have defined a qualification plan for workers to schedule maternity absences. Although you want to
enable workers to submit the absence, you want to defer processing entitlements until thirty days after the absence
entry date.
You configure the absence start date validation rule with the following information.
Field Value
Operation type = (equal to)
Operand +
Time period 30
130
Field Value
UOM Days
How You Configure Plans to Offer Concurrent

Entitlement
You define concurrent absence plans to ensure that workers receive payments from multiple plans simultaneously
during the absence period. Use the example in this topic to understand how to indicate plans that must offer concurrent
entitlement.
Statutory Plans and Occupational Plans

In accordance with government-mandated rules of your country, you want to enable workers going on maternity leave
to receive simultaneous payments from:
• A statutory qualification absence plan

• An occupational maternity absence plan
The occupational maternity plan contains rules defined by your enterprise that entitle workers to payment in addition to
the statutory payment rules.
When you create the statutory plan and the occupational plan, you must: select the Enable concurrent entitlement
check box in the Plan Attributes tab for both the plans.
1. Select the Enable concurrent entitlement check box in the Plan Attributes tab for both plans.
2. Associate these plans with the maternity absence type when you create that absence type.
Examples of Prioritizing Absence Plans for an Absence

Type
You prioritize absence plans associated with the absence type to determine the order in which the plans must process
accrual balances and entitlements. These examples show how to prioritize plans according to your requirement.
Prioritizing Multiple Accrual Plans

Scenario: You want to enable workers to use vacation time from two accrual absence plans. When workers exhaust time
from one plan, they must be able to use time from the other plan.
131
When you associate each of these plans with the absence type:
• Set a higher priority to the absence plan whose accrual balance workers must use first.
• Set a lower priority to the absence plan whose balance workers must use after they exhaust the other plan's
balance.
Prioritizing Multiple Qualification Plans

Scenario: In accordance with statutory rules, you want workers on long-term sickness absence to receive payments from
two plans in this sequence:
• Payments from a statutory plan

• Payments from an occupational sickness plan
When you configure the plans:
• Set a higher priority to the statutory plan so that workers are paid from that plan first.
• Set a lower priority to the occupational sickness plan so that payment rules in that plan are processed after the
statutory plan.
Examples of Configuring a Concurrent Absence Type

This example shows how you can configure the concurrency rule so that a worker can record a concurrent absence for
the same time period through multiple absence types. You configure the concurrency rule in the Display Features tab
when you create an absence type.
Configuring the Concurrency Rule for an Absence Type

Scenario: A worker falls ill during a vacation period. You want to enable the worker to record a sickness absence for
some dates overlapping with the vacation dates.
To ensure the worker can record a concurrent sickness absence, you must enable concurrency in the Display Features
tab for one of the absence types. When concurrency is enabled, depending on the rules defined by the worker's
enterprise, the worker can:
• Receive sickness entitlements

• Recover vacation days for those overlapping sickness days
Schedule Hierarchy Start Point Options

When employees take time off, their work schedule determines the duration of the absence. For example, if an
employee takes 2 days of absence, and is currently on a 4-hour schedule, their absence duration will be 8 hours.
132
When you create an absence type, you can select a starting point to indicate which level the application should start
searching for a schedule. For example, if you select Published schedule, the application starts searching at that level and
continues down until it finds the schedule or relevant work hours.
1. Published schedule
2. Work schedule
3. Assignment hours details
You select one of these starting point options on the Create Absence Type page, Type Attributes tab, in the Schedule
Hierarchy Start Point field.
Absences uses the schedule to determine the duration only if the absence type unit of measure is Hours or Days and
there's no conversion formula defined. The schedule isn't used for other units of measure.
If the absence type is linked to an absence plan that has an Alternate Schedule Category field defined, the duration is
generated using the plan schedule.
Related Topics
• How an Individual's Schedule Is Determined
Create a Vacation Absence Type

This example shows how to create an absence type to conform to a specific leave policy of an enterprise.
This table summarizes key decisions for this scenario.
What is the name of the absence type? Vacation
The absence type must belong to which absence pattern? Generic absence
What unit of measure must workers use to record an absence? Days
What is the minimum absence duration that workers must 2 working days
schedule to submit the absence?
Can workers schedule an absence whose duration is less than the Yes, but display a warning message before allowing users to
minimum limit? submit the absence.
What is the maximum absence duration that workers can 10 working days
schedule?
Can workers schedule an absence whose duration exceeds the No. Display an error message that prevents users from submitting
maximum limit? the absence
Can workers schedule partial-day absences? No
133
Who can update absence records after submitting them? Managers and workers only
Can workers record absences of this type from a time card? Yes
Can workers and managers use the advanced absence entry No. Only administrators can use the advanced absence entry
method to record discontinuous absence dates? method.
Create the vacation absence type on the Manage Absence Types page.
In this example, use this page to:
• Specify who can update absences of this type

• Set maximum and minimum duration limits
• Enable the advanced absence entry function during absence scheduling
Creating an Absence Type

1. In the Absences work area Tasks panel tab, click Manage Absence Types.
2. Click Create.
3. On the Create Absence Type dialog box, complete the fields, as shown in this table. Use default values for fields
unless the steps specify other values.
Field Value
Legislation Select your legislation
Pattern Generic absence
4. Click OK.
5. On the Create Absence Type page, Type Attributes tab, complete the fields, as shown in this table. Use default
values for fields unless the steps specify other values.
Field Value
Name Vacation
Status Active
UOM Days
134
Field Value
Legislative data group Select your legislative data group
Minimum Duration Alert Warning
Minimum Duration 2
Maximum Duration Alert Error
Maximum Duration 10
Partial Day Rule Not allowed
Enable worker updates Select
Enable manager updates Select
6. Click the Display Features tab.

7. In the Dates and Duration section, complete the following fields for the Advanced Absence Entry usage rule.
Field Value
Employees Not enabled
Managers Not enabled
Administrators Enabled
FAQs
Why can't I see my absence type on the absence categories page?
Ensure that the absence type is active and effective on the current date.
135
Why can't I see my absence plans and absence reasons on the

absence types page?
Ensure that the absence plan and absence reason are active and effective on the current date.
How can I configure an absence type to include line managers of

relevant assignments for approval?
You can configure approvers from the Absence Record Maintenance section of Create/Edit Absence Type page. If an
employee has multiple assignments, you can select the Manager of all relevant assignments option from the approver
list. This will send the absence approval request to all the line managers of relevant assignments.
How can I create an absence category?

You can create an absence category from the Absence Categories page in the Absences work area. Click Create and
enter the details of the absence category like name, legislation and effective end date. You then need to select the
absence type you want to associate with the absence category in the Associated Types section. Click Save and Close to
complete the process.
How can I configure an absence type to show absence reasons?

After you create an absence reason, you need to associate it with an absence type. To do that, go to the Absence
Reasons section of the Create/Edit Absence Type page and add the absence reason. When people try to add an absence
for that absence type, they can select the reason from the Reason list.
136
Implementing Absence Management Absence Certifications
14 Absence Certifications
Options for Absence Certification Requirements

Configure absence certification requirements as action items that workers must complete to continue receiving
entitlements during an absence period. Requirement components include type, trigger, and actions. Configuring
absence certification is a two-step process in the Absences work area:
1. Configure the certification requirements using the Absence Certifications task.
2. Associate the certification requirements with an absence type on the Action Items tab of the Create Absence
Type page. When workers schedule an absence, they're subject to the certification requirements.
Absence certifications are supported only for absence types with the illness or injury and maternity absence patterns.
Certification Components
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
Absence Certification Requirement Types

Configure the certification requirements using the Manage Absence Certifications task. When you create a certification
requirement, you must configure the following certification requirement types:
• Classification
• Absence Record Update Rule
Classification
Select one of the following to define an absence certification requirement:
Classification Purpose
Documentation Track documentation related to a worker's absence.
Entitlement Update payment percentages for qualification plans.
137
Absence Record Update Rule

Select one of the following to define an absence certification requirement:
Absence Record Update Rule Description
Authorization Select this rule if workers must complete an action item to receive entitlements.
For example, you can mandate workers to submit certain medical reports and other
documents to continue to receive entitlements for the absence period.
Timeliness Select this rule to define the actions to take depending on when workers notify their managers
about their absence.
For example, you might want to revise entitlements for workers who have provided a late
notification of their absence.
Other Select this rule if you want to consider other special requirements.
For example, you can define a certification requirement that HR specialists can initiate at any
time to retract absence entitlements for a worker whose employment ends.
Options to Trigger Certification Requirements

When you create an absence certification requirement, you must configure the certification requirement rules to
determine when the certification requirement takes effect.
Certification Requirement Trigger

Use one of the following rules to determine when the certification requirement takes effect:
Rule Description
On demand HR specialists add the certification requirement as an action item when they record an absence
for a worker on the Manage Absence Records and Entitlements page.
On the absence start date The certification requirement appears as an action item in the Edit Absence dialog box on the
Manage Absence Records and Entitlements page.
HR specialists can set the status of the action item when the worker provides the required documents or other
information.
138
Options to Manage Actions For Certification Events

When a worker schedules an absence that's subject to a certification requirement, decide what actions to take in each of
the following phases of the requirement:
Phase Description
On creation When the certification requirement takes effect. Sometimes your certification requirement
might not require any action from the worker to complete it.
For example, you might want to retract entitlements from a terminated worker when there is
no further action required from the worker. In that case, you can configure the certification
requirement to complete automatically when it becomes effective.
On passage of due date When the certification requirement is past its due date.
On completion When HR specialists evaluate the action item corresponding to the certification requirement
and mark it complete.
For each phase, you can perform the following actions:
• Set the certification status that appears during absence recording.

• Reevaluate entitlements.
Certification Status during Absence Recording

When you create an authorization requirement or a timeliness requirement, a corresponding Update Status field, known
as the target field appears in the Actions section. The following table shows the specific status field on the absence
recording page for each requirement type:
Requirement Type Target Status Field
Authorization requirement Primary Certification Authorized
Timeliness requirement Late Notification Override
In the Actions section of page, you specify the update status value in the target field for each phase of the requirement.
For example, you can configure the target field on the absence recording page to display True when a worker provides
the required documents to complete a certification requirement.
139
Entitlement Reevaluations
Depending on the status of the certification requirement, you can reevaluate entitlements that a worker receives during
the absence period. Reevaluate entitlements as of the absence start date or the action date.
For example, you can change the worker's entitlement to half pay as of the absence start date when a certification
requirement has passed its due date. When the worker completes the requirement, you can recalculate the entitlements
from the absence start date or the completion date.
Use any of these rules to calculate entitlements:
Rule Description
Override Enables entry of a revised payment percentage that overrides the absence plan payment rules.
Recalculate Calculates payments according to the absence plan payment rules.
Retract Stops payments.
Create an Absence Certification Requirement

This example contains steps to create an absence certification requirement for workers on long term sickness leave. The
following table summarizes key decisions for this scenario.
What action do you want workers to take to complete the Submit a doctor's certificate to the manager within 14 calendar
certification requirement? days of their absence start date.
What action do you want to take if workers don't complete the Revise entitlement for the rest of the absence period to 75 percent
requirement within the stipulated time? of pay.
When do you want the certification requirement to take effect? On the absence start date
How do you want to configure the value of the Primary

Certification Authorized field during absence recording? Set status to True when the:
• Certification requirement initiates on the absence start date

• Worker completes the certification requirement
Set status to False when the due date of the certification

requirement passes.
140
Creating a Certification Requirement

1. In the Absences work area Tasks panel tab, click Absence Certifications.
2. Click Create.
3. On the Create Absence Certification page, complete the fields, as shown in this table.
Field Value
Doctor's Certificate
Name
Authorization
Type
Active
Status
On initial absence entry

Trigger
Waiting period
Due Date Rule
Absence start date

Waiting Period Start Date
14
Duration
Calendar days
UOM
Entitlement
Classification
4. In the On Creation section, set the Target Field Update status to True.
5. In the On Passage of Due Date section, complete the fields, as shown in this table.
Field Value
False
Target Field Update
As of action date
Entitlement Reevaluation Rule
Override
Entitlement Update Rule
75
Revised Payment Percentage
6. In the On Completion section, set the Target Field Update status to True.
141
142
Implementing Absence Management Absence Processes
15 Absence Processes
Overview of Absence Processes

Use the Schedule and Monitor Absence Processes task in the Absences work area to run the following absence
processes:
Process Name Purpose When is the Process Run
Evaluate Absences Calculates entitlements for unprocessed

absences based on absence plan rules Automatically, when a user submits an
absence, or under special conditions, such
as:
• When you need to extend an open-

ended absence by 90 days
• When a work schedule changes and
you need to recalculate absence
duration and plan deductions
Evaluate Certification Updates Checks whether certification requirements Administrators typically run this process
for multiple employees are past their due daily to check if certifications are overdue.
dates
You run this process only if you use
certifications with due dates.
Update Accrual Plan Enrollments Updates enrollments based on the new Administrators typically run this process
hire and transfer events for multiple daily to determine plan eligibility for
employees multiple employees.
Calculate Accruals and Balances Calculates the accrual balances for Administrators typically run this process
multiple employees under an accrual at regular intervals. You can also run the
absence plan process for individual enrollments.
Withdraw Accruals and Balances Withdraws accruals or deletes enrollments Administrators typically run this process
in bulk for several employees when there is an error in calculation or
the dates and they want to roll back the
accrual balances to correct the error.
Generate Daily Breakdown of Absence

Details Generates the daily breakdown of Administrators typically run this process
absences for absence. The included to view the daily absence breakdown in
absences are for absence types with the Absence Calendar Real Time Entry
Include in daily report breakdown Report.
selected on the create or edit absence type
pages, Action Items tab
143
Options for the Evaluate Absences Process

You calculate entitlements for unprocessed absences using the Evaluate Absences process in the Absences work area.
Use this process to evaluate absences marked for deferred processing and reevaluate absences that meet the process
parameters.
This process runs automatically when you submit an absence. To defer the process, select the rule Deferred processing
on initial entry in the Display Features tab of the Create Absence Type page.
Process Parameters
Use combinations of these parameters to control which person records are processed:
Parameter Name Description
Effective Date Evaluates and updates absence records that are effective on the specified date
This is a required parameter.
Person
Includes absences for only the specified person
When you select a person record, the Scheduled Absences parameter appears.
Scheduled Absences
Includes a particular future-scheduled absence for the selected employee
This parameter appears only when you select an employee in the Person parameter.
Business Unit Includes employees in the selected business unit
Legal Employer Includes employees assigned to the selected legal employer
Person Selection Rule

Includes specific employees identified by the person selection rule
You can use the Person Selection formula type to include specific employees who meet
special requirements for the absences batch process. You define the formula using the
Manage Fast Formulas task and select that formula in the Person Selection Rule field.
Payroll Includes employees assigned to the selected payroll
Legislative Data Group Includes a group of one or more absence types that are associated with the legislative group
that you select
Work Schedule Rule Includes employees assigned to a particular work schedule
144
Parameter Name Description
Record Selection
Decides which absence records are selected for processing:
• Evaluate All Absences: Reprocesses all absence records that meet the other filtering
options for the process
• Evaluate Only Duration Changes: Reprocesses the absence records only if there is a
change in absence duration
• Evaluate Only Deferred Absences: Reprocesses deferred absences
• Evaluate Only Open-ended Absences: Reprocesses open-ended absences that require
an extension
Related Topics
• View Status and Other Details for Scheduled Processes
• Statuses of Scheduled Processes
Options for the Evaluate Certification Updates Process

You can check if certification requirements for multiple employees are past their due dates using the Evaluate
Certification Updates process in the Absences work area. When a requirement is past the due date, the process
updates the absence records and entitlements. You typically run this process daily to check if certifications are overdue.
You run this process only when absence types have certification requirements and those requirements include actions
to take after due dates have passed. For example, you want to change the employee's entitlement to half pay as
of the absence start date when a certification requirement passes its due date. When the employee completes the
requirement, you can recalculate the entitlements from the absence start date or the completion date.
Process Parameters
Parameter Description
Effective Date Evaluates and updates certification requirements that are effective on the specified date
Person Includes absences for only the specified person

145
Related Topics
Options for the Update Accrual Plan Enrollments Process

You update enrollments such as new hire, termination, and transfer events for multiple employees using the Update
Accrual Plan Enrollments process in the Absences work area. You typically run this process daily to determine plan
eligibility, and update plan enrollments and terminations for multiple employees.
Process Parameters
Effective Date Evaluates and updates plan enrollments that are effective on the specified date

Absence Plan
Processes enrollments for only the selected accrual plan
If you don't select an absence plan, you must select at least one of these parameters:
• Person
• Business Unit
146
• Legal Employer
• Person Selection Rule
The process updates accrual plan enrollments for each employee identified by the other
parameters.
Plan Category Includes a specific category, such as balance transfers
Changes since last run Includes employees with changes, such as assignment updates or corrections since the last
process run

Includes only the absence types associated with the selected legislative data group
If you want to automatically enroll employees to corresponding accrual plans based on their
legislative data group, you need to define the following lookup type and lookup code:
• Lookup Type: ANC_PROC_CONFIGS

• Lookup Code: ENROLLMENT_PROCESS_LDG
So when you run the process, the application automatically enrolls employees to eligible
absence accrual plans associated with the legislative data group, even if you don't select this
field.
Related Topics
Options for the Calculate Accruals and Balances Process

You can calculate accrual balances and update plan balances for multiple employees using the Calculate Accruals and
Balances process in the Absences work area. You typically run this process at regular intervals, such as daily or weekly.
You can also run the process for individual enrollments. The process transfers accrual balance data to Oracle Fusion
Global Payroll if the Transfer absence payment information for payroll processing option is selected for the absence
plan.
Process Parameters
147
Effective Date
Calculates the accrual balance for only those plans that are effective on the specified date
This is a required parameter. You can select a past, current, or future date. The process only
runs if a plan enrollment exists for the employee on the effective date.
• If you don't select an absence plan with this parameter, the process calculates the
accrual balance for multiple plans with differing accrual periods on the effective date.
• If you select an absence plan, the process calculates the accrual balance for the accrual
period of the selected plan on the effective date.
Person
Includes absences for only the specified person
• If you select a person but not an absence plan, the process calculates the accrual
balance for all plans in which the employee is actively enrolled in.
• If you select a person and an absence plan, the process calculates the accrual balance
for only the selected plan, if the employee is actively enrolled in the plan.

Payroll Relationship Group Includes employees assigned to the selected payroll relationship group
You can define payroll relationship groups for a group of people in a single payroll or in
multiple payrolls.
Changes Since Last Run

Includes employees with either payroll or assignment updates or corrections since the last
process run
If you select:
• Payroll events since last run: The process calculates the accrual balance for employees
whose payroll records have changed since the last scheduled run.
For example, an employee schedules five days off on January 25 and you run the
process on January 26. Due to an emergency, the employee returns to work on January
29, after being off just four days. The employee updates the absence record to reflect
four days off instead of five. If you schedule the process again on February 1 and
select Payroll events since last run, it generates the updated accrual balance for the
employee.
• HR Assignment changes since last run: The process calculates the accrual balance for
employees whose assignment record last updated date is after the last scheduled run.
148
For example, the last scheduled run was on January 1 and you update an employee's
assignment on January 2. If you schedule the process again on January 3 and select HR
Assignment changes since last run, it generates the updated accrual balance for the
employee.
Legislative Data Group Includes only the absence types associated with the selected legislative data group
Absence Plan
Calculates accrual balances for only the selected accrual plan
When you select this option, the Repeating Period option appears.
If you don't select an absence plan, you must select at least one of these parameters
• Legislation
• Business Unit
• Legal Employer
• Person Selection Rule
• Person
• Payroll
• Payroll Relationship Group
• Changes Only
The process calculates accrual balances for each employee identified by the other parameters.
Repeating Period
Includes the selected accrual period for the selected plan
This option appears only when you select a value in the Absence Plan option.
Related Topics
Options for the Withdraw Accruals and Balances Process

You withdraw and update employee accrual balances and delete enrollments using the Withdraw Accruals and
Balances process. Run this process using the Schedule and Monitor Absence Processes task in the Absences
work area. You typically run this process to correct existing accrual data. You can also run the process for individual
enrollments.
Process Parameters
149
Effective Date Withdraws the accrual balance or deletes enrollments for only those plans that are effective on
the specified date
This is a required parameter. You can select a past, current, or future date as the effective date.
Processing Option Withdraws accrual balances or deletes enrollments

Includes employees identified by the person selection rule
Payroll Relationship Group Includes employees assigned to the selected payroll relationship group
You can define payroll relationship groups for a group of people in a single payroll or in
multiple payrolls.
Absence Plan Withdraws accrual balance or deletes enrollments for the selected accrual plan
Generate Daily Breakdown of Absence Details Process

You can view the absence details of employees on the absence calendar by generating the daily breakdown of absences
using the Generate Daily Breakdown of Absence Details process. The absences that are processed belong to absence
types that were configured to be included in the process. Specifically, this is the Include in daily report breakdown
check box that's available in the Action Items tab, on the create or edit absence type pages. Run this process using the
Schedule and Monitor Absence Processes task in the Absences work area. View the results in the Absence Calendar
Real Time Entry Report.
150
How You Run the Process

You can run this process in two ways.
• When you run the job by passing the absence start and end dates as input parameters, the process will consider
all absences that fall within that period for processing. The process ignores the effective date parameter in this
case.
• When you run the job without passing the absence start and end dates, and if it's the first time you're running
this job, the process will consider all absences that were created or updated on the effective date for processing.
On subsequent runs, the process will consider only those absences that were created or updated after the
previous run.
Ways to Control Which Absences are Processed

There are two ways to control which absences are included in the process:
• Configure the absence type to include or exclude absences.
• Add more parameters to the job, like person and business unit to process only those absences that meet all the
criteria you have specified.
You can schedule the job to run as often as required. The more often you run, the more up-do-date information will be
available to your manager when they check the Absence Calendar. Any new absences or changes to existing absences
that are made after running the job are synced up only in the subsequent run.
Process Parameters
Effective Date Generates daily breakdown of absences for absence types that are effective on the specified
date.
Absence Start Date Includes absences whose start date falls on or after this specific date. If you enter this date, the
process ignores the Effective Date parameter.
Absence End Date Includes absences whose end date falls on or before this specific date. If you enter this date,
the process ignores the Effective Date parameter.
Person Includes absences for only the specified person.
If you select a person but not an absence type, the process generates the daily breakdown of
absences meeting the eligibility criteria
If you select a person and an absence type, the process generates the daily breakdown of
absences for only the selected absence type.
151
Absence Type Generates the daily breakdown for only the selected absence type
152
Implementing Absence Management Integrated Workbooks for Loading Absence Data
16 Integrated Workbooks for Loading Absence

Data
Integrated Workbooks for Absence Management

Use integrated Microsoft Excel workbooks to upload multiple records at one time for various Absence objects, such as:
• Absence records
• Absence plans
• Absence types
• Absence categories
• Absence reasons
• Absence certifications
Use the Initiate Spreadsheet Load task of the Data Exchange work area to use the absence spreadsheets.
All Absence Spreadsheets

You can only create absence business objects using the spreadsheets. You can't edit existing absence objects.
Absence Records Spreadsheet

You can create and load absence records only for the Generic absence and the Illness or injury pattern. You can't load
absence records for absence types with the Childbirth or placement pattern.
Absence Plans Spreadsheet

Consider the following points when you enter data in the spreadsheet:
• You must enter the start month and start date to define the plan term.
• You can associate only one eligibility profile with an absence plan.
• You can create only one accrual band for an accrual plan.
• You can associate only one qualification band and only one band detail with a qualification plan.
• When you enter adjustment reasons, you must enter their corresponding codes separated by commas.
• When you associate a rate definition with an absence plan, you must enter the corresponding rate definition ID.
Absence Types Spreadsheet

Consider the following points when you enter data in the spreadsheet:
• You must enter the legislative data group ID.
• You can associate a maximum of five absence plans with an absence type.
153
• You can associate a maximum of five absence certifications with an absence type.
• Feature usages and rules for the absence type automatically upload with default values based on the absence
pattern that you enter.
• When you enter special conditions for a qualification plan, you must enter the corresponding condition codes
separated by commas.
Absence Categories Spreadsheet

You can associate a maximum of five absence types with an absence category.
Update Absence Data Using HCM Spreadsheet Data

Loader
You can use the Data Exchange work area to create absence data using spreadsheets and upload to Oracle Fusion
Absence Management. You can use the HCM Spreadsheet Data Loader to load the following business objects into
spreadsheets:
• Absence Entry
• Absence Reason
• Absence Certification
• Absence Category
• Absence Accrual Plan Enrollment
• Absence Accrual Balance Component
• Absence Qualification Plan Entitlement
You can create, update and delete all the entities mentioned above.
Related Topics
• Generate Spreadsheets
• Import Data to a Spreadsheet
• Manage Spreadsheet Data Sets
• Upload Data Using HCM Spreadsheet Data Loader
• How You Delete Data Using HCM Spreadsheet Data Loader
Set Up Desktop Integration for Excel

You can create or edit records and upload them to the application using integrated Excel workbooks. To use these
workbooks, you must install an Excel add-in.
Note: Every release of Oracle Applications Cloud is likely to have a new version of the Oracle ADF Desktop Integration
add-in. When prompted, install the latest version of the add-in. For more information, see Add-In Upgrade Policy for
ADF Desktop Integration (2242879.1) on My Oracle Support at https://support.oracle.com.
154
Install the Desktop Integration Add-In

To install the Oracle ADF 11g Desktop Integration Add-In for Excel, you must have the appropriate Excel and Windows
version. Refer to the Excel and Windows version listed in the Supported Platforms for ADF Desktop Integration
(2242428.1) on My Oracle Support at https://support.oracle.com.
1. Sign in to your computer with your account. For example, you can't have someone else sign in as an
administrator and make the installation available for everyone using your computer.
2. Close Excel.
3. Click Navigator > Tools > Download Desktop Integration to download the installer file.
4. Run the adfdi-excel-addin-installer.exe installer just like you would run any program that you install on your
computer.
5. Run Excel once to complete the installation.
6. Optionally install these software from the Microsoft website.
◦ Microsoft .NET Framework 4.5.2

◦ Microsoft Visual Studio 2010 Tools for Office Runtime (VSTO Runtime)
The add-in installer does check if you have these software already, and would download and install them if
needed. However, if you run into issues installing them as part of installing the Excel add-in, you can manually
install them first.
Guidelines for Using Desktop Integrated Excel

Workbooks
Where available, you can download a desktop-integrated Microsoft Excel workbook and use it to create or edit records.
Your edits in the workbook don't affect the application until you upload the records back into the application.
What You Must Not Do

To ensure that you successfully upload your changes to the application, avoid doing these tasks:
• Rename text from the integrated workbook, such as the worksheet or the tab names.
• Add columns.
• Delete any part of the template, such as columns.
• Hide required columns and status columns or headers.
Caution: Don't close Excel using the Windows Task Manager and clicking the End task button because that might
disable the add-in.
Conventions
Some column headers in the integrated workbook might include [..]. This means that you can double-click within any
cell in the column to open a dialog box, where you can select a value to insert into that cell.
155
Statuses
You can use Status Viewer to see the status of the entire integrated worksheet and the status of any row in a
worksheet. To use the status viewer, click Status Viewer on the Excel ribbon. You can see the status of the entire
integrated worksheet by default. To see the status of a row, click any table row in a worksheet. You can use the
information that appears on the Status Viewer to review and correct errors at the same time.
Searches
Some integrated workbooks have searches. To search within the workbook, you must first sign in to the application.
When you click the Search button, the application prompts you to sign in if you haven't already done so.
Refreshes After Upload

If your changes aren't reflected after you upload the records back into the application, you can try out these options:
• Refresh the table
• Use a filter or search on the table to see your changes
Related Topics
• How You Use Tables
Troubleshoot Desktop Integration for Excel

If you run into any issues with the integration, use the Client Health Check tool first to find out what integration issues
you might have and how to resolve them. If the health check tool doesn't resolve your issue, you can uninstall and
reinstall Oracle ADF Desktop Integration add-in.
Use the Client Health Check Tool

1. Download the latest version of the health check tool from How to use ADF Desktop Integration Client Health
Check Tool (2010222.1) on My Oracle Support at https://support.oracle.com. If you're unable to find this tool, ask
your help desk.
2. Run ClientHealthCheck.exe just like you would run any other program on your computer, and review the result
for each checked item.
3. Select any item that has a problem, and read the help text.
4. Click Fix Problems to fix some of the problems. Otherwise, follow the instructions in the help text.
5. If you need more assistance, click Save Report As to prepare information for your help desk.
6. Review the report and remove any sensitive information.
7. For more assistance, contact your help desk and provide your report.
For more information, see Information Center: Troubleshooting Oracle ADF Desktop Integration (2012600.2) on My
Oracle Support at https://support.oracle.com.
156
Uninstall the Desktop Add-In

Use the Microsoft Windows Control Panel to remove the ADF Desktop Integration add-in. After removing the add-in,
you can no longer use the integrated Excel workbooks on this system unless you reinstall the ADF Desktop Integration
add-in.
1. Open the Control Panel and go to Programs and Features.

2. Select Oracle ADF Desktop Integration Add-In for Excel from the list of programs.
3. Click Uninstall from the toolbar at the top of the program list.
4. When prompted, click Yes to remove Oracle ADF Desktop Integration add-in.
Note: If you have installed Oracle ADF Desktop Integration add-in on multiple user profiles, you must remove it from
each user profile.
FAQ
What's the difference between Export to Excel and desktop
integration for Excel?
You use the Export to Excel button or menu option to download data from your table as a Microsoft Excel file. You can
then use this file to view or analyze your data.
You use desktop integration for Excel to create or edit records in Excel workbooks, and then upload them back into the
application. This comes in handy when you have to work offline or make mass updates. In most cases, you download
the desktop integrated workbook from a link in a panel tab or your table.
157
158
Implementing Absence Management HCM Extracts for Absence Data
17 HCM Extracts for Absence Data
HCM Extracts for Absence Data

Extract past and future absences and open-ended absences using the Manage Extract Definitions task in the Data
Exchange work area. You can extract absence data based on the effective date or start date. The effective date might
not always be the right option because you can make adjustments to existing and past absences.
Consider these aspects before you create an extract definition for absence data:
• Extract type
• Data groups
Extract Type
When you create an extract definition for absence data ensure that you:
• Select HR Archive from the Extract Type list.

• Select Yes in the Display column for Start Date in the Parameters section. The Effective Date is set to Yes by
default.
Data Groups
The absence data group available is ABS_EXT_ABSENCE_ENTRY_UE. You can select it as the root data
group. If you want person information such as first name and last name to appear, then you need to create a
PER_EXT_SEC_PERSON_UE (Person) data group. The Person data group doesn't need to be the root data group.
Define Extracts
This example demonstrates the steps required to create an extract definition using the Desktop interface. Before you
create an extract definition, you should understand the following details:
• Information that you want to extract

• Structure in which the data must be extracted
• How you want to deliver this data (including file format, delivery mechanism, and frequency information)
FAST bank is a global organization with subsidiaries all over the world. As part of an external business reporting
requirement, FAST bank is required to extract the department and employee details (grouped by department) across
the entire company. This information must be sent to a third party in an XML file and to HR Managers in a PDF file using
email. The following table summarizes the key decisions in this scenario:
159
How many extracts do I create to You create one extract definition to define a headcount report.
produce this type of report?
How many data groups do I create? There are 2 functional groups of information, therefore you create two data groups, one for
department and one for employees.
How many records do I create?

You decide the number of records based on the subgroup of attributes within a data group. In
this example, you create two records for the department data group:
• Department Details
• Department Summary
You create one record for the employees data group: Employee Details.
How many attributes do I create?

You decide the number of attributes based on the specific information required for that report.
Create the following attributes for the Department Details record:
• Department Name
• Department Location
For the Department Summary record, create the following attributes:
• Record Code
• Report Date
• Employee Count
For the Employees Details record, create the following attributes:
• Full Name
• Gender
• Date of Birth
• Salary
• Bonus
• Tax Rate
Do I create any fast formulas?

You can use fast formulas at the following levels:
• Extract Criteria level to determine certain conditions.

• Extract Rule level to derive attribute values.
• Extract Advanced Condition level to specify complex conditions.
• Extract Record level to automatically generate formulas when you use the Generate
Formula option.
Creating an Extract Definition

1. On the Extract Definitions page, click the Add icon.
2. Enter 01-Jan-2000 as the Session Effective Date.
160
The session effective date is an effective start date that applies to all date-effective interactions in the current
session.
3. Enter FAST Bank Extract as the name and select HR Archive as the type. The application automatically creates
the tag name based on the extract name and uses this name to generate the XML output file.
4. Set the Type as Full or Changes Only. Based on your selection, either the entire extract definition is updated or
only the Incremental Changes are considered.
Existing extract definitions continue to remain unclassified. Existing definitions are automatically classified
during upgrade based on the extracts runs for a given extract. This automatic classification can be reviewed
from the Extract Definitions page. If you find an extract to be misclassified, you can export and import the
extract definition with the correct classification by leveraging the Rename Extracts Definitions feature and
retaining the same name for your extract.
5. Click OK. The application saves the extract definition and automatically generates the parameters based on
the type of extract. The parameters control the output of an extract. In this example, the application creates the
following parameters:
◦ Effective Date
◦ Legislative Data Group
◦ Parameter Group
◦ Report Category
◦ Request ID
◦ Start Date
Configure Effective Date Defaulting Rule

When extracts are scheduled, the Effective Date parameter, which is a required attribute, needs to be specified for
defaulting appropriate values. For example, running an extract daily will require passing the effective date in context to
the date on which it is run. You can define defaulting rules from the Refine Extracts page where you specify it at the task
parameter level. You can define these rules in both the Extracts Definition page and in the Refine Extracts page. You can
define the parameter and default values by choosing the 'Advanced View' option in the parameters region. Select the
default value from the 'Parameter Basis' list of values
1. Open the extract for which you want to specify the Effective Date parameter.
2. In the Define tab, go to the Parameters region and select Advanced View from the Show list.
3. Select the value from Parameter Basis list.
Rename Extract Definitions

You can rename an extract when you want to import or migrate a later version of the extract with the same name.
Renaming will facilitate references in external applications to remain unaffected, while allowing you to update the
extract with a later version.
1. In the Extract Definitions page, use the Copy or Rename icon among the action icons in the last column.
2. Choose the Rename option and click OK. After renaming the extract, ensure that you run a new baseline if your
extract is incremental.
161
Create Data Groups

1. Select the Data Group link from the Hierarchy to open the Data Groups region.
2. Click the Add icon to define a new data group.
3. Complete the fields to create a data group, as shown in this table:
Field Name Entry
Name Departments
User Entity PER_ EXT_ SEC_ ORGANIZATION_ UE
Root Data Group Yes (By selecting this option you select this data group as the starting point for the extract
execution.)
4. Select Save and Create Another to create a data group for Employees.
5. Complete the fields to create a data group, as shown in this table:
Field Name Entry
Name Employees
User Entity PER_ EXT_ SEC_ ASSIGNMENT_UE
Root Data Group No
Create Extract Data Group Connections

1. Select Data Group in the Hierarchy to display the data groups in a table.
2. Select the Employees Data Group and define the data group connection details.
3. Complete the fields to create a data group connection, as shown in this table:
Field Name Entry
Parent Data Group Departments
Parent Data Group Database Item PER_ EXT_ ORG_ ORGANIZATION_ ID
Data Group Database Item PER_ EXT_ ASG_ORG_ID
162
Field Name Entry
4. Define the data group criteria for each data group.
Create Extract Records

1. Select the Departments Data Group from the Hierarchy and select the Add icon in the Records region. Extract
records represent a physical collection of all required fields. If a data group has 3 records, then you can specify
the sequence in which the application processes the records using the sequence field. You can also select the
Next Data Group to identify which data group the application processes next.
2. Create two records for the Departments data group.
3. Complete the fields to create two records for the Departments data group, as shown in this table:
Field Department Summary Department Details
Name Department Summary Department Details
Effective Start Date 1/1/00 1/1/00
Sequence 20 10
Type Trailer Record Header Record
Process Type Fast Formula Fast Formula
Next Data Group NA Employees
4. Save the records, then select the Employees data group and select the Add icon in the Records region.
5. Create one record for the Employees Data Group.
6. Complete the fields to create a record for the Employees data group, as shown in this table:
Field Name Entry
Name Employee Details
Effective Start Date 1/1/00
Sequence 10
Type Detail Record
163
Field Name Entry
Process Type Fast Formula
Create Attributes
1. Select the Departments data group from the Hierarchy and select the Department Details record.
An extract attribute is an individual field of a record.

2. Create the following extract attributes for the Department Details record and select Save.
3. Complete the fields to create extract attributes for the Department Details record, as shown in this table:
Field Name Attribute Entry Attribute Entry
Name Department Name Department Location
Type Database item group Database item group
Database Item Group Organization Name Organization Location Country
4. Save the record, then select the Department Summary record.

5. Select the Add icon in the Extract Attributes region.
6. Create the following extract attributes for the Department Summary record and select Save.
7. Complete the fields to create extract attributes for the Department Summary record, as shown in this table:
Field Name Attribute Entry Attribute Entry Attribute Entry
Name Record Code Report Date Employee Count
Data Type Text Date Number
Type String Parameter Element Summary Element
String Value 999 NA NA
Parameter Effective Date NA NA
Aggregate Function NA NA Count
164
Aggregate Record Name NA NA Employees Employee Details
8. Select the Employees data group from the Hierarchy and select the Employee Details record.
9. Create the following extract attributes for the Employee Details record and select Save.
10. Complete the fields to create extract attributes for the Employee Details record, as shown in this table:
Name Full Name Gender Date of Birth
Start Date 1/1/00 1/1/00 1/1/00
Data Type Text Text Date
Type Database Item Group Decoded database item Database item group
group
Database Item Group Person Full Name Person Gender Person Date of Birth
11. Complete the fields to create more extract attributes for the Employee Details record, as shown in this table:
Name Salary Bonus Tax rate
Start Date 1/1/00 1/1/00 1/1/00
Data Type Number Number Text
Type Database item group Record Calculation Rule
Database Item Group Assignment Salary Amount NA NA
Calculation Expression NA Salary * 0.5 NA
Rule NA NA FAST Bank Tax Rule
165
Define the Delivery Options

1. Navigate to the Extract Execution Tree to validate the extract definition setup.
2. Select Export XML Schema to download the XML Schema Definition (.XSD) file for this extract setup. This
exported file contains the structure of the extract definition: the data groups, records, and attributes.
3. Select Extract Delivery Options in the Hierarchy to define the formatting and layout options for the extract
definition.
4. Complete the fields for the delivery options, as shown in this table:
Field Value Value
Start Date 1/1/00 1/1/00
End Date 12/31/12 12/31/12
BI Publisher Template ReportLayout EFTLayout
Output Type PDF EFT
Delivery Type Email FTP
Delivery Option Name Email to HR FTP to 3rd Party
Output Name HeadcountReport EFTReport
5. Define further information for each delivery option in the Additional Details region. For example, add the
server, username and password for the FTP delivery type.
6. Enter FAST Bank Extract as the reporting category and click Submit.
Submit an Extract
An extract definition automatically creates an extract process (payroll flow) with the same name as the extract. The
extract process enables you to define an execution sequence of multiple tasks, including before and after tasks.
1. Select the Submit Extracts task and select the FAST Bank Extract process.
2. Select Next.
3. Enter FAST Bank Extract - Jan 2012 as the Payroll Flow (extract process).
4. Enter 1/1/15 as the End Date.
5. Select Next. You can specify interaction details if the task is dependent on other tasks with different extract
processes. For example, this task must wait because another task is running.
6. Select Next and review the extract. You can schedule the extract, or run it immediately.
7. Select Submit.
166
8. Select OK and View Checklist to view the status of the process.

9. Select the View Extract Results task to review the results of the extract run. Search for the FAST Bank Extract
process.
10. Select Go to Task for FAST Bank Extract - Jan 2012, click the eyeglasses, and view the report output by selecting
the report name.
Related Topics
• Extract Components
• Define Extracts in the Simplified Interface
• Guidelines for Delivering Extracts
• How do I create a BI Publisher template for HCM extract
167
168
Oracle Global Human Resources Cloud Glossary
Glossary
absence pattern
Predefined rules related to common usages of absences that you must use as a starting point to create an absence type.
absence plan
A benefit that entitles workers to accrue time for the purpose of taking leave and receiving payments during absence
periods.
absence reason
A specific cause of absence that can be selected during absence recording.
absence type
A grouping of absences, such as illness or personal business that is used for reporting, accrual, and compensation
calculations.
accrual absence plan

A benefit that entitles workers to accrue time for the purpose of taking leave.
assignment
A set of information, including job, position, pay, compensation, managers, working hours, and work location, that
defines a worker's or nonworker's role in a legal employer.
assignment statement
A statement that formulas use to set a value for a local variable.
band
A specified range of values. Example: An age band defines a range of ages, such as 25 to 30, used to determine a
person's eligibility.
benefits object hierarchy

A structure that enables efficient management of benefits that share similar attributes. The four object types used to
structure benefits offerings are programs, plan types, plans, and options.
benefits offering
Any of an organization's nonsalary components of employee benefits packages, such as health, savings, life insurance,
recreation, goods, or services.
calendar event
A period that signifies an event, such as a public holiday or a training course, that affects someone's work availability.
169
ceiling step
Highest step within a grade that a worker may progress to.
date-effective object
An object with a change history. Professional users can retrieve the object as of a current, past, or future date.
derived factor
Calculated eligibility criterion that changes over time, such as age or length of service.
determinant
A value that specifies the use of a reference data set in a particular business context.
effective as-of date

A date used for filtering search results for date-effective objects. For objects that match the search criteria, the search
results include the physical record in effect on the specified date.
effective end date

For a date-effective object, the end date of a physical record in the object's history. A physical record is available to
transactions between its effective start and end dates.
effective start date

For a date-effective object, the start date of a physical record in the object's history. A physical record is available to
transactions between its effective start and end dates.
element
Component in the calculation of a person's pay. An element may represent a compensation or benefit type, such as
salary, wages, stock purchase plans, pension contributions, and medical insurance.
element classification
Provides various element controls, such as the processing order, balances feeds, costing, and taxation. Primary element
classifications and some secondary classifications are already defined. You can create other secondary classifications.
eligibility profile
A user-defined set of criteria used to determine whether a person qualifies for a benefits offering, variable rate or
coverage, compensation plan, checklist task, or other object for which eligibility must be established.
enterprise
An organization having common control over one or more legal entities.
fast formula
A simple way to write formulas using English words and basic mathematical functions. Formulas are generic
expressions of calculations or comparisons that repeat with different input values.
170
flexfield
A flexible data field that you can configure such that it contains one or more segments or stores additional information.
Each segment has a value and a meaning.
flexfield segment
An extensible data field that represents an attribute and captures a value corresponding to a predefined, single
extension column in the database. A segment appears globally or based on a context of other captured information.
grade
A component of the employment model that defines the level of compensation for a worker.
job
A generic role that's independent of any single department or location. For example, the jobs Manager and Consultant
can occur in many departments.
legislation
The base definition that governs certain rules so that Oracle Global Human Resources can perform differently for
different countries and territories in order to meet statutory requirements. Can be predefined by Oracle or defined
during implementation using the Manage Legislations for Human Resources task.
logical record
One or more physical records that constitute a date-effective object.
lookup code
An option available within a lookup type, such as the lookup code BLUE within the lookup type COLORS.
lookup type
The label for a static list that has lookup codes as its values.
offering
Grouping of setup tasks that support specific business functions, such as Sales, Service, and Product Management.
panel tab
A tab that provides supplemental information or functionality for the page. Each panel tab is on the right side of the
page, has an icon as the tab label, and slides out when you open the tab.
payroll relationship
Defines an association between a person and a payroll statutory unit based on payroll calculation and reporting
requirements.
171
personal payment method

Method of payment to a person for a particular payroll. When an administrator assigns a person to a new payroll,
payments are made using the default organization payment method for the new payroll until a personal payment
method exists.
physical record
A single record, with effective start and end dates, in the history of a date-effective object. Each physical record is a row
in a database table.
position
A specific occurrence of one job that's fixed within a department. It's also often restricted to one location. For example,
the position Finance Manager is an instance of the job Manager in the Finance Department.
profile option
User preferences and system configuration options that users can configure to control application behavior at different
levels of an enterprise.
qualification absence plan

A benefit that entitles workers to paid leave time as a result of an event, such as childbirth, illness, or injury.
reference data set

Contains reference data that can be shared across a number of business units or other determinant types. A set
supports common administration of that reference data.
set enabled
A property that describes entities that an organization shares as reference data. For example, you can indicate a lookup,
customer, location, or document attachment as set enabled.
user-defined criteria
Factors used to determine eligibility for objects such as benefits offerings and rates.
value set
A predefined set to validate the values that a user enters in the application. The set may be hierarchical.
work relationship
An association between a person and a legal employer, where the worker type determines whether the relationship is a
nonworker, contingent worker, or employee work relationship.
172

Release 13 20D Implementing Absence Management

Uploaded by

Copyright:

Available Formats

Release 13 20D Implementing Absence Management

Uploaded by

Document Information

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Release 13 20D Implementing Absence Management

Uploaded by

Copyright:

Available Formats

Oracle Global Human

Authors: Shine Mathew, Srinivas Vellikad, Suchandra Dutta Roy

1 Absence Management Implementation Overview 1

2 Responsive User Experience Setup 9

3 Absence Lookups, Value Sets, and Flexfields 11

4 Formula Creation and Error Handling for Absence Management 17

5 Eligibility Profiles for Absence Plans 29

6 Rate Definitions for Absence Payments 49

7 Elements for Absence Management 59

8 Effective Dates in Absence Management 71

9 Accrual Absence Plans 77

10 Qualification Absence Plans 95

11 Compensatory Time 117

13 Absence Types, Reasons, and Categories 123

14 Absence Certifications 137

15 Absence Processes 143

16 Integrated Workbooks for Loading Absence Data 153

17 HCM Extracts for Absence Data 159

Using Oracle Applications

You can also read about it instead.

• Training: Take courses on Oracle Cloud from Oracle University.

> Greater than symbol separates elements in a navigation path.

Access to Oracle Support

Comments and Suggestions

1Absence Management Implementation

Overview of Implementing Absence Management

• Lists of setup tasks

Lookups Value Sets Flexfields Fast Formulas

Eligibility Profiles Rate Definitions

How Absence Components Work Together

Component Location in the Absences Work Area

Component Location in the Absences Work Area

Absence Pattern Absence Plan

Action Item Absence Reason

The pattern that you select determines:

• Create an Absence Certification Requirement

How an Individual's Schedule Is Determined

• Current schedule or work hours

Published Schedule (Workforce Management)

Employment Work Week

Primary Work Schedule

1. Primary assignment of the person

Standard Working Hours

2 Responsive User Experience Setup

1. Open the main menu.

3 Absence Lookups, Value Sets, and Flexfields

Lookup Code Meaning Tag

M Married Not applicable

S Single Not applicable

R Registered Partner +NL

DP Domestic Partner -FR, AU

When managing lookups, you need to understand the following.

• Using lookups in applications

Using Lookups in Applications

Permitted Task User Extensible System

Deleting a lookup type Yes No No

Inserting new codes Yes Yes No

Deleting codes Yes Yes, only if the code isn't No

Updating tags Yes No No