6/16/23, 8:52 PM Automatically Transfer Absence Accrual Balance

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 How does Oracle Cloud

Automatically Transfer Absence Accrual Balance
ERP leverage Analytics,
By Ken Pischke | August 7th, 2020 | Categories: Uncategorized
Automation, and AI to
Boost Business?
In almost all organizations, employees often shift their location or
transfer to a different location. Every location has different eligibility and  How can Oracle
 Analytics Cloud Benefit

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6/16/23, 8:52 PM Automatically Transfer Absence Accrual Balance

accrual rates. For example, California’s accrual rate will differ from other Financial Management
states; CaliforniaHome
often has About
higher Us Cloud
accrualrates.  Services Blog Contact in
Us Organizations?

Typically, organizations want to pay the year-end absence balance or

transfer the existing balance to a new plan. In that case, we will need to Archives

transfer the accrued balance.

 June 2023

Within Oracle Cloud HCM, you can now automate the transfer of accrual
 May 2023
balances between accrual plans. For example, when a worker becomes
ineligible for one accrual plan and is assigned to another, the balance  April 2023
must be transferred from the source to the target accrual plan. You can
now also define plan rollovers at year-end from an existing accrual plan  March 2023
to a new one.
 February 2023
Define Plan Category:
 January 2023
Plan categories are used to group plans together for limit checking,
 December 2022
balance transfer actions, and/or reporting. Place plans into a common
category if:  November 2022

1. A limit must be applied across the combined employee balance  September 2022
amounts for the plans within the category.
2. Plan balance transfers are to be performed, and you want to control  August 2022

 which plans the balances may be transferred between to only those

 July 2022
plans within the category.
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6/16/23, 8:52 PM Automatically Transfer Absence Accrual Balance

3. You want to run reports (i.e., Employee Plan Master Listing) and  June 2022
Home
include records for onlyAbout
thoseUs  Cloud
plans within  Services
the category. Blog Contact Us

 May 2022
Steps to Set Up Category in Oracle Human Capital Management:
 April 2022
1. Navigate to Setup and Maintenance -> Search -> Manage Common
Lookups -> Search: Lookup Type “ORA_ANC_PLAN_CATEGORY”.  March 2022
2. Click Create (+) and add a lookup code and meaning in the lookup.
3. This same lookup meaning would appear in the plan category drop-  February 2022
down in the ‘Attributes’ of ‘Absence Plan.’
 January 2022
4. The same Plan Category must be selected in the Source and Target
absence plans where we require a balance transfer.  December 2021
5. The category will be used to combine ongoing balance limits or
annual accrual limits for all plans within a plan category.  November 2021

Absence Plan Setup in Cloud HCM:  October 2021

To automate the transfer and rollover option between plans:  September 2021

1. In the Absence Administration work area, click Manage Absence  August 2021
Plans.
2. On the Manage Absence Plans page, click Create.
 July 2021

3. In the Create Absence Plan dialogue box, select Accrual in the Plan
 June 2021
Type field.

4. Click Continue.
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6/16/23, 8:52 PM Automatically Transfer Absence Accrual Balance

5. On the Create Absence Plan page, Plan Attributes tab, enter the Plan  May 2021
name, Home About Us  Cloud  Services Blog Contact Us

6. Select the Legislative Data Group.  April 2021

7. Select the Plan Unit of Measure.
8. Select a plan category to support the transfer of some or all of the
 March 2021

accrual balance when the plan is terminated due to loss of

 January 2021
eligibility. Select Plan Category so that the Accrual Plan is
Configured for Transfer.  December 2020

1. On the Participation tab, select Transfer Positive Balance in the  November 2020
Balance Disposition Rules section. This enables the Limit Rule field
in the Transfer Rules section. Define Transfer Rules in the Transfer  October 2020
Rules Section of the Participation Tab.
 September 2020
1. In the Limit Rule field, you can:
 August 2020
Select Unlimited if you don’t want to define a limit for transfer.
Select Flat Amount if you want to define a limit. You must also
 July 2020

specify the limit proration rule.

Select Formula (Global Absence Transfer is the formula type) if a
Categories
formula is defined that returns values for the transfer limits. You
must also specify the limit proration rule.  Autonomous Database

1. Under Plan Category on the above page, there is the ‘Target Plan  EBS

Formula.’ There is a chance that multiple plans use the same
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6/16/23, 8:52 PM Automatically Transfer Absence Accrual Balance

category, and employees are eligible for more than one plan. In this  Fusion Analytics
HomeAbsence
case, the ‘Global About Us Plan’ fast
Target Cloud Services
formula must Blog
be defined Contact Us
Warehouse
to
2. identify the exact target plan name to transfer the balance.  Golden Gate
3. On the Accruals tab, in the Year End Processing section, select the
applicable rules and limits for rollover. By default, it is set to Not
 Oracle Analytics Cloud

applicable. However, to configure rollover rules:  Oracle Cloud

Select Unlimited if you don’t want to define a limit for rollover.
 Oracle Cloud EPM
Select Flat Amount if you want to define a limit. You must also
specify the limit proration rule.  Oracle Cloud
Select Formula if a defined formula returns values for the rollover Infrastructure
limits. You must also specify the limit proration rule.
 Oracle Database
How it Works:
 Oracle EPM Cloud
Prerequisite: For transferring the balance, the Target plan must be
already enrolled to the user.  Oracle ERP Cloud

1. For example, there are two plans – Plan A and Plan B assigned to a  Oracle Fusion Cloud EPM
user. These two plans belong to the same plan category. Now the
employee is about to lose eligibility for Plan A; meanwhile, the
 Oracle Fusion Cloud ERP

employee is enrolled on Plan B.

 Oracle Fusion Cloud
 HCM

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6/16/23, 8:52 PM Automatically Transfer Absence Accrual Balance

2. On running the job ‘Update Accrual Plan Enrolments’ for that  Oracle Fusion HCM
Homethe Plan
particular user, About Us  Cloud
A enrolment Services
end date will Blog
be populated Contact Us
Cloud
with a value when eligibility is lost, which will be one less than that
of the effective date used in the job while running.  Oracle HCM Cloud
3. On again running the ‘Calculate Accruals and Balances’ for the user,
the Plan A balance will now appear in Plan B.
 Oracle Integration Cloud

Conclusion  Supply Chain

Management
With these steps, you can learn to automatically transfer absence
accrual balance with the help of Oracle Cloud HCM. However, if you still  Uncategorized
feel stuck, connect with our Oracle Cloud HCM experts at Tangenz.

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About the Author: Ken Pischke

Ken Pischke is the Vice President of Sales in the Americas region.
Ken brings more than 25 years of sales, marketing, and business
 development experience to the team. Ken facilitates partnerships

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6/16/23, 8:52 PM Automatically Transfer Absence Accrual Balance

with our customers to build and realize their technology initiatives allowing
Homeand lead
them to further innovate About Us increasingly
in an  Cloud digital
 Services
world. With a Blog
focus Contact Us

on working with Oracle Sales and Alliance teams on go-to-market and industry
initiatives, Ken is partnered with the Applications Delivery team focused on
growing the Oracle Cloud space and positioning Tangenz as a leading Oracle go-
to partner for our customers. Prior to joining Tangenz, Ken held sales and
executive leadership positions at other Oracle Consulting partners and spent 14
years at Oracle in sales roles managing global accounts. Beginning his career at
IBM in 1984, Ken held various positions in sales and marketing during his seven
years with the company. Ken holds a Bachelor’s Degree in Business
Administration from the University of Texas at Austin. He is an avid golfer, sailor,
fisherman, and ALTA tennis member. He is also active in the community with
numerous affiliations, including CURE Childhood Cancer, Woodstock City
Church, Never Alone Food Bank, and the area Chamber of Commerce.

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