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Implementing Absence Management in Oracle HCM Cloud-1

Implementing Absence

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0% found this document useful (0 votes)
485 views30 pages

Implementing Absence Management in Oracle HCM Cloud-1

Implementing Absence

Uploaded by

implhcm6
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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A easy to use reference guide about Oracle HCM Cloud Absence Management

By: Ashish Harbhajanka (Oracle ACE)


For Business Inquiries, Implementation, Training and Support contact [email protected]

Introduction
Absence Management module can be broadly classified into two major subtopics namely
A) Absence Type
B) Absence Plan
We would try to explain more about the two in this article.
Absence Type
An absence type as the name suggests refers to different types of absences like Sick Leave, Annual Leave,
Vacation Leave, Marriage Leave, Compassionate Leave, Maternity leave, Paternity Leave and you can
keep on expanding so on and so forth.

Basically, in a nutshell, all the various reasons / events / activities for which a Leave Application may be
raised can be treated as Absence Type (context being Fusion Absence Management).

So, before we jump into a typical business requirement and dig deep into how to fulfill the same let-us try
to familiarize ourselves with some of the most commonly used terms which would be referred in the
ongoing article:

Absence Pattern
This could be defined as the broad level categorization of different leave types like General Leave,
Illness, Injury … special leave types.

In context of Fusion Absence Management there are 3 different types of Patterns (available as of today)
namely:

Childbirth or Placement
Refers to specific leave type Childbirth (Maternity) and Placement (Specific Assignment)
Generic Absence
Covers the largest scope in terms of leave types. Includes Annual Leave, Vacation Leave,
Compensatory Off, Marriage Leave, Optional Leave, Compassionate Leave …etc.
Illness or Injury
As the name suggests leave patterns which depends on an individual’s physical condition. This
pattern includes Sick Leave, Hospitalization leave to name a few.

Legislation
Geography / Country where this Absence Type is Maintained. For example, if we are doing Absence Type
setup for India Legislation would be India, if we are doing for USA it would be United States and so on....

Absence Type UOM


A easy to use reference guide about Oracle HCM Cloud Absence Management
By: Ashish Harbhajanka (Oracle ACE)
For Business Inquiries, Implementation, Training and Support contact [email protected]
A easy to use reference guide about Oracle HCM Cloud Absence Management
By: Ashish Harbhajanka (Oracle ACE)
For Business Inquiries, Implementation, Training and Support contact [email protected]
Unit of Measure which states in which unit (either of Days / Calendar Days / Hours) will this Absence
Type will get measured
Worked-Out Example of Creating Absence Type
Now since we are aware of some of the most commonly used terms for an absence type we should try to
create one absence type. Requirement is to create an Absence Type of Pattern Generic Absence. In this
example to keep things simpler we would only discuss about the Mandatory Details required to create an
Absence type (fields which are mandatory are generally highlighted with an asterisk mark beside them).
Navigation is as shown below:
Login to Fusion Applications -> Click on Navigator-> Click on ‘Setup and Maintenance’ ->In ‘All
Tasks’ search for “Manage%Absence%Types”

Click on Go to Task Button . Click on Create Button and populate the following details:

LABEL VALUE
Effective as of Date 9/18/14
Legislation India
Pattern Generic Absence

You may populate the following screen with above details

Each absence type setup requires four Tabs to be filled namely (screen-shot reference).
A easy to use reference guide about Oracle HCM Cloud Absence Management
By: Ashish Harbhajanka (Oracle ACE)
For Business Inquiries, Implementation, Training and Support contact [email protected]
A easy to use reference guide about Oracle HCM Cloud Absence Management
By: Ashish Harbhajanka (Oracle ACE)
For Business Inquiries, Implementation, Training and Support contact [email protected]
a) TYPE ATTRIBUTES
Contains Details about Type Name, Description, UOM, Legislative Data Group, Status, Duration
Rules , Absence Record Maintenance, fast formulas Conversion Formula , Validation Formula
along with Eligibility Profile associated with a particular absence type

Populate the following values (displayed in tabular format below)

General Attributes
LABEL VALUE
Name XX AH Annual Absence Type IN
Description XX AH Annual Absence Type IN
UOM Calendar Days
Legislative Data Group India
Status Active

Duration Rules
LABEL VALUE
Minimum Duration Rule None
Maximum Duration Rule None
Partial Day Rule Unlimited

b) PLANS AND REASONS

Plans and Reasons ( Absence Plans)


LABEL VALUE
Plan XX AH Annual Absence Plan IN
Status Active
Priority 10

A easy to use reference guide about Oracle HCM Cloud Absence Management
By: Ashish Harbhajanka (Oracle ACE)
For Business Inquiries, Implementation, Training and Support contact [email protected]
A easy to use reference guide about Oracle HCM Cloud Absence Management
By: Ashish Harbhajanka (Oracle ACE)
For Business Inquiries, Implementation, Training and Support contact [email protected]
Contains Details about Effective Start Date, Plan, Status Priority as shown in below screen-shot:

Also, select an Absence Reason as shown:


Plans and Reasons (Absence Reasons)
LABEL VALUE
Reason Annual Leave
Linkage Reason No
Default No

The page after filling details should look like:

c) DISPLAY FEATURES

A easy to use reference guide about Oracle HCM Cloud Absence Management
By: Ashish Harbhajanka (Oracle ACE)
For Business Inquiries, Implementation, Training and Support contact [email protected]
A easy to use reference guide about Oracle HCM Cloud Absence Management
By: Ashish Harbhajanka (Oracle ACE)
For Business Inquiries, Implementation, Training and Support contact [email protected]
This page comes with default values populated and for the sake of simplicity let-us keep them as
is the page appears as shown below

d) ACTION ITEMS

Used to configure any specific actions to be triggered / executed / performed whenever this leave
type is applied. Not applicable for current example hence ignored for now. We keep this page as
blank as shown below;

Once all the above setup is done Absence Type Creation is complete.
Absence Plan
Before we start to understand How to create an Absence Plan first try to understand what an Absence Plan
is and why is it required.
In real life Absence Plan holds a different meaning than that of the one meant in Fusion Applications.
In real life Absence Plan for an individual (or for that matter for a Working individual) relates more to a
question which is generally asked by his Manager
A easy to use reference guide about Oracle HCM Cloud Absence Management
By: Ashish Harbhajanka (Oracle ACE)
For Business Inquiries, Implementation, Training and Support contact [email protected]
A easy to use reference guide about Oracle HCM Cloud Absence Management
By: Ashish Harbhajanka (Oracle ACE)
For Business Inquiries, Implementation, Training and Support contact [email protected]
What are your Absence Plans?
and he would generally respond stating I will be on leave on so and so dates.
But in context with Fusion Applications an Absence Plan (I feel the naming convention isn’t correct it
should have been called Accrual Plan but that again is incorrect as Absence Plans are even those which
are of qualification and No-Entitlement Type, details about the same in Absence Plan Types Section)
could be imagined as a Bucket.
Yes, I mean a Bucket as we know.
Let’s for time being say an Absence Plan is an Absence Bucket and I call it as a Bucket as it is supposed
to hold:
a) Leave / Absence Balance
Anything and everything around the Entire Absence Plan surrounds around this single piece of
information usually called ‘Absence Balance’
Different Items related with an Absence Plan and their association with Absence Balance follows:
Absence Plan
A name given to a set of rules / guidelines which define how the absence balance will be assigned and
maintained
Legislation
Geography / Country where this Absence Balance is Maintained. For Example, if we are doing Absence
Plan setup for India Legislation would be India, if we are doing for USA it would be United States and so
on....
Plan Type
An attribute which defines how the Absence Balance would be calculated / paid.
For example:
If Absence / Leave Balance is paid to employees as a result of an event such as childbirth,
illness or injury it is called Qualification Plan Type Absence Plan
Typical Example Being Hospitalization Leave.
If Absence / Leave Balance is paid to employees as a result of accumulation / accrual it is
called Accrual Plan Type Absence Plan
Leaves like Annual Leave, Vacation Leave fall into this category
If Absence / Leave Balance is paid without having any track, then we referred to them as
No-Entitlement Plan Type Absence Plan
Marriage Leave, Compassionate Leave. fall into this category
Plan Term
This is basically the entire time period for which the absence balance has the validity.
A easy to use reference guide about Oracle HCM Cloud Absence Management
By: Ashish Harbhajanka (Oracle ACE)
For Business Inquiries, Implementation, Training and Support contact [email protected]
A easy to use reference guide about Oracle HCM Cloud Absence Management
By: Ashish Harbhajanka (Oracle ACE)
For Business Inquiries, Implementation, Training and Support contact [email protected]
For Example
Plan Term: Calendar Year
Start Day: 01
Start Month: 1
Means the Absence Plan will start on 1st day of 1st month (i.e. 1st January) and run till the end of
calendar year i.e. 31-Dec

Plan Term: Calendar Year


Start Day: 01
Start Month: 2
Means Absence Plan will start on 1st day of 2nd month (i.e. 1st February) and run till the end of calendar
year i.e. 31-Dec

Plan Term: Calendar Year


Start Day: 05
Start Month: 10
Means the absence Plan will start on 5th day of 10th month (i.e. 5th October) and run till the end of
calendar year i.e. 31-Dec

Absence Plan UOM


Unit of Measure which states in which unit (either of Days / Calendar Days / Hours) will this Absence
Balance will get measured.
Accrual Method
Method of accruing Absence / Leave Balance.
It is of two types:
a) Frontloaded
The Entire Absence Balance is allocated at the beginning of the plan term
b) Incremental
The Absence Balance are accrued at regular intervals
Accrual Frequency
Frequency at which accrual happens. It is of two types Person Primary Frequency and Repeating Period.

A easy to use reference guide about Oracle HCM Cloud Absence Management
By: Ashish Harbhajanka (Oracle ACE)
For Business Inquiries, Implementation, Training and Support contact [email protected]
A easy to use reference guide about Oracle HCM Cloud Absence Management
By: Ashish Harbhajanka (Oracle ACE)
For Business Inquiries, Implementation, Training and Support contact [email protected]
If person gets his absence / leave balance at the start of payroll period, then the Accrual Frequency is of
Person Primary Frequency Type
For Example:
Person Primary Frequency: Weekly
Means he gets paid every week (Employee has a Weekly Payroll Assigned / Attached to him) and same is
true for his absence balance too i.e. absence balance is received every week (in synchronization with his
person primary payroll payment frequency).

Person Primary Frequency: Bi-Weekly


Means he gets paid once in row weeks (Employee has a Bi-Weekly Payroll Assigned / Attached to him) and
same is true for his absence balance too i.e. absence balance is received once in two weeks (in
synchronization with his person primary payroll payment frequency).
Person Primary Frequency: Monthly
Means he gets paid once a month (Employee has monthly payroll assigned / attached to him) and same is
true for his absence balance too i.e. absence balance is received once a month (in synchronization with his
person primary payroll payment frequency).
Person Primary Frequency: Quarterly
Means he gets paid once in quarter (Employee has a Quarterly Payroll Assigned / Attached to him) and
same is true for his absence balance too i.e. absence balance is received once each quarter (in
synchronization with his person primary payroll payment frequency).
If person gets his absence / leave balance at the start of each instance of a Specific Repeating Time Period,
then Accrual Frequency is of Repeating Time Period
For Example:
Repeating Time Period: Every Quarter of a Calendar year
Means he will accrue this leave once every 3 months in the Calendar Year.
Repeating Time Period: Bi Monthly
Means he will accrue this leave 2 times in a month.
Repeating Time Period: Every Quarter of a Calendar year
Means he will accrue this leave once every 3 months in the Calendar Year.
Repeating Time Period: Monthly
Means he will accrue this leave once a month.
Ceiling
This means the maximum Accrual / Leave Balance an employee can accrue / store within a particular
accrual term

A easy to use reference guide about Oracle HCM Cloud Absence Management
By: Ashish Harbhajanka (Oracle ACE)
For Business Inquiries, Implementation, Training and Support contact [email protected]
A easy to use reference guide about Oracle HCM Cloud Absence Management
By: Ashish Harbhajanka (Oracle ACE)
For Business Inquiries, Implementation, Training and Support contact [email protected]
For Example:
If for a particular Absence Plan the ceiling value is 10
It means that the employee can accrue at max 10 leaves per year. If his balance becomes more than 10
then the same will be forfeited.
If for a particular Absence Plan the ceiling value is 20
It means that the employee can accrue at max 20 leaves per year. If his balance becomes more than 10
then the same will be forfeited.
Carryover
This means the Absence / Leave Balance an employee can carry forward (take along with him) to next
accrual term
For Example:
If for a particular Absence Plan has carryover as 50
It means that the employee can carry forward 50 leaves per year. This carry forward value would keep
accumulating until ceiling value is reached
So, if ceiling is 100 and employee has already carried forward 50 leaves from first year and again 50
from next year then he cannot carry forward leaves for 3rd year.
If for a particular Absence Plan the carryover as 60
It means that the employee can carry forward 60 leaves per year. This carry forward value would keep
accumulating until ceiling value is reached.
So if ceiling is 100 and employee has already carried forward 50 leaves from first year and again 50 from
next year then he cannot carry forward leaves for 3rd year
Vesting Period
This is the Time Period during which Employees can accrue leave but cannot apply leave
For example, if a Plan starts on 1st January and has a vesting period of 1 month then the first leave which
an employee can take would be a date after 1st February (1st January + 1 month). He would anyways be
allowed to accrue during the entire January Month
Absence Payment Rate Rule
Method to calculate payment during an Absence Period. (a period when employee is absent from work,
but still needs to be paid). For Example, if a Female Employee is on Maternity Leave for 6 months then at
what rate should she be paid.
Final Disbursement Rate Rule
Method to calculate payment of accruals when plan participation ends (An Employee became a
Contractor from Regular Employee so his eligibility for Annual Leave comes to an end, but he has
already had a positive balance of say 10. Now if the payroll is integrated with absence then employee
needs to be paid for this accrued balance. This rate talks about the same Disbursement Rate Rule).
A easy to use reference guide about Oracle HCM Cloud Absence Management
By: Ashish Harbhajanka (Oracle ACE)
For Business Inquiries, Implementation, Training and Support contact [email protected]
A easy to use reference guide about Oracle HCM Cloud Absence Management
By: Ashish Harbhajanka (Oracle ACE)
For Business Inquiries, Implementation, Training and Support contact [email protected]

Discretionary Disbursement Rate Rule


Method to calculate payment when paying out part of accrual balance (An Employee resigns a company
and he has a notice period of 30 days, he has served 25 days of notice period and he has an accrual
balance of 10 days. Due to some emergency he has to go to his hometown and he seeks immediate
relieving. In this case the company may decide to deduct his 5 days from Accrual balance and pay for the
rest 5 at a discretionary rate).
Liability Rate Rule
Method to calculate cost of accrual balance to determine employer liability (An Employee resigns a
company and he has a notice period of 30 days, he has served 25 days of notice period and he has an
accrual balance of 10 days. Due to some emergency, he has to go to his hometown and he seeks
immediate relieving. In this case the company may decide to deduct his 5 days from Accrual balance and
pay for the rest 5 at a discretionary rate and the rest 5 days will be paid at the Liability Rate).
Worked-Out Example of Creating an Absence Plan
Now since we are aware of some of the most commonly used terms for an absence plan we should try to
create one absence plan. Requirement is to create an Absence Plan with Absence Plan type Accrual and
Accrual Method as Incremental. We have the following requirement:
Absence Plan Type: Accrual
Accrual Method: Incremental
Accrual UOM: Days
Accrual Values:
If Length of Service is < 3 years then Accrue 10 days, have a ceiling of 100 days and carryover of 50
days.
If Length of Service is between 3 to 5 years then Accrue 12 days, ceiling of 120 days & carryover of 60
days
If Length of Service is > 5 then Accrue 15 days, have a ceiling of 150 days and carryover of 75 days

Vesting Period:
If Legal Employer is Vision Corporation, then Vesting Period is 90 Calendar Days Else Vesting Period is
30 Calendar Days
Absence Payment Rate Rule:
Provide a Sickness Rate If the Employee is taking a Leave of Type Sick and Flu else use Hourly Rate
Final Disbursement Rate Rule:
If Employee is of Hourly Salaried type use Hourly rate, if he is Regular Employee provide Annual Salary
Rate
A easy to use reference guide about Oracle HCM Cloud Absence Management
By: Ashish Harbhajanka (Oracle ACE)
For Business Inquiries, Implementation, Training and Support contact [email protected]
A easy to use reference guide about Oracle HCM Cloud Absence Management
By: Ashish Harbhajanka (Oracle ACE)
For Business Inquiries, Implementation, Training and Support contact [email protected]
Discretionary Disbursement Rate Rule
If Employee is of Hourly Salaried type use Hourly rate, if he is Regular Employee provide Annual Salary
Rate.
Liability Rate Rule:
If Employee is of Hourly Salaried type use Hourly rate, if he is Regular Employee provide Annual Salary
Rate
We would be using Fast Formula (reasons supporting the same provided alongside) for the following
attributes:
**Accrual Values:
This can be achieved using an Accrual Matrix but we would like provide maximum flexibility and hence
Fast Formula
Vesting Period:
This requirement can only be achieved using Fast Formula
**Absence Payment Rate Rule:
This requirement could have been met using the ‘Rate Definition’ option but for flexibility we have used
Fast Formula
**Final Disbursement Rate Rule:
This requirement could have been met using the ‘Rate Definition’ option but for flexibility we have used
Fast Formula
**Discretionary Disbursement Rate Rule:
This requirement could have been met using the ‘Rate Definition’ option but for flexibility we have used
Fast Formula
**Liability Rate Rule:
This requirement could have been met using the ‘Rate Definition’ option but for flexibility we have used
Fast Formula
**Note:
By Allowing Flexibility we mean in case there are additional complex logic in future then we can add the
Fast Formula Code in the existing FF defined.
Justifications For Using Fast Formulas:
While some might debate that the entire absence plan could well have been setup using standard setups /
configurations (and I do agree to that) but the below are specific reasons for using Fast Formula here:
A) Allows Flexibility of Adding Custom Logic (If required by customer at a Future Date)
Fast Formulas (Details in a separate article) generally allows us to add conditional logics (IF-
ELSE constructs) and provide a way to customize the seeded solution.
A easy to use reference guide about Oracle HCM Cloud Absence Management
By: Ashish Harbhajanka (Oracle ACE)
For Business Inquiries, Implementation, Training and Support contact [email protected]
A easy to use reference guide about Oracle HCM Cloud Absence Management
By: Ashish Harbhajanka (Oracle ACE)
For Business Inquiries, Implementation, Training and Support contact [email protected]
For Example
Say currently we want to have a condition that if
Employee Category is Hourly then use RateCode as ‘Hourly Rate’
Employee Category is Salaried then use RateCode as ‘Salaried’
But after few days’ customer has changed the requirement and now they even want to ensure that
any Salaried Employee who has been on leave for most of time during the year would rather be
paid in terms of hours worked (typical example being someone on Leave Without Pay).
If Employee Category is Hourly, then use RateCode as ‘Hourly Rate’ Else if Employee Category
is Salaried and Employee Payroll Status is Currently on Leave without Pay then ‘Hourly Rate’
------ new requirement
Else Employee Category is Salaried and Employee Payroll Status is Active Payroll Eligible then
‘Salaried’ end if.
Now in order to accommodate the new requirement you would need to create a completely new Absence
Plan with new setups and that would have many implications but if we use Fast Formula this can be
achieved by just adding a piece of if-else construct.
B) Absence Plan Migration becomes a little easier
In all implementation projects setups needs to be once done in a Development POD (in EBS we
referred them as INSTANCE) , and then the same is migrate to SIT, UAT , PRE-PROD and then
PROD.
IF we use Fast Formula approach migration becomes simpler.
Perquisites for Setting up Absence plan (using Fast Formula Approach):
You need to create multiple custom fast formula in the system (your POD) in the legislation where you
want to create the absence plan.
Fast Formula Types Used in this Example:
There are 4 types of Fast Formula used in this example namely
A) Global Absence Plan Duration
B) Global Absence Accrual
C) Global Absence Vesting Period
D) Global Absence Plan Use Rate

Fast Formula Used in This Example:

 There are 5 Fast Formula used in this example which are:


 AH Global Absence Plan Duration Formula
 AH Global Absence Accrual Formula
 AH Global Absence Vesting Period Formula
 AH Global Absence Plan Use Rate Selection Formula 1

A easy to use reference guide about Oracle HCM Cloud Absence Management
By: Ashish Harbhajanka (Oracle ACE)
For Business Inquiries, Implementation, Training and Support contact [email protected]
A easy to use reference guide about Oracle HCM Cloud Absence Management
By: Ashish Harbhajanka (Oracle ACE)
For Business Inquiries, Implementation, Training and Support contact [email protected]
 AH Global Absence Plan Use Rate Formula2
Formula Details

AH Global Absence Plan Duration Formula

AH Global Absence Plan Duration Formula

Formula Name AH Global Absence Plan Duration


Formula

Formula Type Global Absence Plan Duration

Description If leave falls on a Sunday then the leave


hours deducted from leave balance should
be 0 for all other cases it should be 8.5
hours

Formula Text
/************************************************************************************
FORMULA NAME: AH Global Absence Plan Duration Formula
FORMULA TYPE: Global Absence Plan Duration
DESCRIPTION: This sample formula returns the duration based on effective date falls on Sunday.
Change History:
Name Date Comments
--------------------------------------------------------------------------------------------
XXXXXXX DD-MM-YYYY XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
--------------------------------------------------------------------------------------------

************************************************************************************/
/*================ FORMULA SECTION BEGIN =======================*/

A easy to use reference guide about Oracle HCM Cloud Absence Management
By: Ashish Harbhajanka (Oracle ACE)
For Business Inquiries, Implementation, Training and Support contact [email protected]
A easy to use reference guide about Oracle HCM Cloud Absence Management
By: Ashish Harbhajanka (Oracle ACE)
For Business Inquiries, Implementation, Training and Support contact [email protected]

l_date=GET_CONTEXT (EFFECTIVE_DATE,'4712/12/31 00:00:00' (date))


l_weekday=to_char(l_date,'DAY')
If (l_weekday= '7')
then (
duration=0
)
else (
duration=8.5
)
/*================ FORMULA SECTION END =======================*/
return duration

Screenshot

AH Global Absence Accrual Formula

AH Global Absence Accrual Formula

Formula Name AH Global Absence Accrual Formula

Formula Type Global Absence Accrual

Description This sample formula applies the


Accrual, Ceiling, Carryover, Proration
Factor, Vesting Units, Vesting UOM,
Carryover Proration and Ceiling
Proration based on Length of Service

A easy to use reference guide about Oracle HCM Cloud Absence Management
By: Ashish Harbhajanka (Oracle ACE)
For Business Inquiries, Implementation, Training and Support contact [email protected]
A easy to use reference guide about Oracle HCM Cloud Absence Management
By: Ashish Harbhajanka (Oracle ACE)
For Business Inquiries, Implementation, Training and Support contact [email protected]
and Accrual Plan the person enrolled
into

Formula Text
/*****************************************************************
FORMULA NAME: AH Global Absence Accrual Formula
FORMULA TYPE: Global Absence Accrual
DESCRIPTION: This sample formula applies the Accrual, Ceiling, CarryOver, Proration Factor, Vesting
Units, Vesting UOM, CarryOver Proration and Ceiling Proration
based on Length of Service and Accrual Plan the person enrolled into.
Change History:
Name Date Comments
------------------------------------------------------------------------------------------------------------
XXXXXXX DD-MM-YYYY XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
------------------------------------------------------------------------------------------------------------
*****************************************************************/
/*=========== DATABASE ITEM DEFAULTS BEGIN =====================*/
DEFAULT for PER_ASG_REL_ORIGINAL_DATE_OF_HIRE is '4712/12/31 00:00:00' (date)
DEFAULT for ANC_ABS_PLN_NAME is 'A'
DEFAULT for ANC_ABS_PLN_PLAN_UOM is 'H'
/*=========== DATABASE ITEM DEFAULTS ENDS======================*/
/*================ FORMULA SECTION BEGIN =======================*/
l_no_of_days=DAYS_BETWEEN(GET_CONTEXT(EFFECTIVE_DATE,'4712/12/31 00:00:00'
(date)),PER_ASG_REL_ORIGINAL_DATE_OF_HIRE)
l_length_of_service=(l_no_of_days/365)

/* check if employee enrolled into this plan or not */


if (ANC_ABS_PLN_NAME='BM_US_ABSENCE_ACCRUAL_PLAN')
then(
if(ANC_ABS_PLN_PLAN_UOM ='H')
then(
if(l_length_of_service <3)
then(
accrual =10
ceiling = 100
carryover=50
prorationFactor=0.25
vestingUnits=40
vestingUOM='C'
carryOverProration=0.25
ceilingProration=0.25
)
else if ((l_length_of_service =>3) and (l_length_of_service<5))
then (
accrual =12
A easy to use reference guide about Oracle HCM Cloud Absence Management
By: Ashish Harbhajanka (Oracle ACE)
For Business Inquiries, Implementation, Training and Support contact [email protected]
A easy to use reference guide about Oracle HCM Cloud Absence Management
By: Ashish Harbhajanka (Oracle ACE)
For Business Inquiries, Implementation, Training and Support contact [email protected]
ceiling = 120
carryover=60
prorationFactor=0.25
vestingUnits=30
vestingUOM='C'
carryOverProration=0.25
ceilingProration=0.25
)
else if (l_length_of_service =>5)
then (
accrual =15
ceiling = 150
carryover=75
prorationFactor=0.25
vestingUnits=30
vestingUOM='C'
carryOverProration=0.25
ceilingProration=0.25
))
else if (ANC_ABS_PLN_PLAN_UOM ='D')
then(
if (l_length_of_service <3)
then(
accrual =round(10/24,3)
ceiling = round(100/24,3)
carryover=round(50/24,3)
prorationFactor=0.25
vestingUnits=40
vestingUOM='C'
carryOverProration=0.25
ceilingProration=0.25
)
else if ((l_length_of_service =>3) and (l_length_of_service<5))
then (
accrual =round(12/24,3)
ceiling = round(120/24,3)
carryover=round(60/24,3)
prorationFactor=0.25
vestingUnits=30
vestingUOM='C'
carryOverProration=0.25
ceilingProration=0.25
)
else if (l_length_of_service =>5)
then (
accrual =round(15/24,3)
ceiling =round(150/24,3)
A easy to use reference guide about Oracle HCM Cloud Absence Management
By: Ashish Harbhajanka (Oracle ACE)
For Business Inquiries, Implementation, Training and Support contact [email protected]
A easy to use reference guide about Oracle HCM Cloud Absence Management
By: Ashish Harbhajanka (Oracle ACE)
For Business Inquiries, Implementation, Training and Support contact [email protected]
carryover=round(75/24,3)
prorationFactor=0.25
vestingUnits=30
vestingUOM='C'
carryOverProration=0.25
ceilingProration=0.25
)
)
else if (ANC_ABS_PLN_PLAN_UOM ='W')
then(
if (l_length_of_service <3)
then(
accrual =round(10/120,3)
ceiling = round(100/120,3)
carryover=round(50/120,3)
prorationFactor=0.25
vestingUnits=40
vestingUOM='C'
carryOverProration=0.25
ceilingProration=0.25
)
else if ((l_length_of_service =>3) and (l_length_of_service<5))
then (
accrual =round(12/120,3)
ceiling = round(120/120,3)
carryover=round(60/120,3)
prorationFactor=0.25
vestingUnits=30
vestingUOM='C'
carryOverProration=0.25
ceilingProration=0.25
)
else if (l_length_of_service =>5)
then (
accrual =round(15/120,3)
ceiling =round(150/120,3)
carryover=round(75/120,3)
prorationFactor=0.25
vestingUnits=30
vestingUOM='C'
carryOverProration=0.25
ceilingProration=0.25
)))
if (ANC_ABS_PLN_NAME='Sickness')
then(
if(ANC_ABS_PLN_PLAN_UOM ='H')
then(
A easy to use reference guide about Oracle HCM Cloud Absence Management
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A easy to use reference guide about Oracle HCM Cloud Absence Management
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if(l_length_of_service<3)
then(
accrual =12
ceiling = 120
carryover=60
prorationFactor=0.25
vestingUnits=40
vestingUOM='C'
carryOverProration=0.25
ceilingProration=0.25
)
else if ((l_length_of_service =>3) and (l_length_of_service<5))
then (
accrual =13
ceiling = 130
carryover=70
prorationFactor=0.25
vestingUnits=30
vestingUOM='C'
carryOverProration=0.25
ceilingProration=0.25
)

else if (l_length_of_service =>5)


then (
accrual =14
ceiling = 160
carryover=80
prorationFactor=0.25
vestingUnits=30
vestingUOM='C'
carryOverProration=0.25
ceilingProration=0.25 ))
else if (ANC_ABS_PLN_PLAN_UOM ='D')
then(
if (l_length_of_service <3)
then(
accrual =round(12/24,3)
ceiling = round(120/24,3)
carryover=round(60/24,3)
prorationFactor=0.25
vestingUnits=40
vestingUOM='C'
carryOverProration=0.25
ceilingProration=0.25
)
else if ((l_length_of_service =>3) and (l_length_of_service<5))
A easy to use reference guide about Oracle HCM Cloud Absence Management
By: Ashish Harbhajanka (Oracle ACE)
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A easy to use reference guide about Oracle HCM Cloud Absence Management
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then (
accrual =round(13/24,3)
ceiling = round(130/24,3)
carryover=round(70/24,3)
prorationFactor=0.25
vestingUnits=30
vestingUOM='C'
carryOverProration=0.25
ceilingProration=0.25
)
else if (l_length_of_service =>5)
then (
accrual =round(14/24,3)
ceiling =round(160/24,3)
carryover=round(80/24,3)
prorationFactor=0.25
vestingUnits=30
vestingUOM='C'
carryOverProration=0.25
ceilingProration=0.25
))
else if (ANC_ABS_PLN_PLAN_UOM ='W')
then(
if (l_length_of_service <3)
then(
accrual =round(12/120,3)
ceiling = round(120/120,3)
carryover=round(60/120,3)
prorationFactor=0.25
vestingUnits=40
vestingUOM='C'
carryOverProration=0.25
ceilingProration=0.25
)
else if ((l_length_of_service =>3) and (l_length_of_service<5))
then (
accrual =round(13/120,3)
ceiling = round(130/120,3)
carryover=round(70/120,3)
prorationFactor=0.25
vestingUnits=30
vestingUOM='C'
carryOverProration=0.25
ceilingProration=0.25
)
else if (l_length_of_service =>5)
then (
A easy to use reference guide about Oracle HCM Cloud Absence Management
By: Ashish Harbhajanka (Oracle ACE)
For Business Inquiries, Implementation, Training and Support contact [email protected]
A easy to use reference guide about Oracle HCM Cloud Absence Management
By: Ashish Harbhajanka (Oracle ACE)
For Business Inquiries, Implementation, Training and Support contact [email protected]
accrual =round(14/120,3)
ceiling =round(160/120,3)
carryover=round(80/120,3)
prorationFactor=0.25
vestingUnits=30
vestingUOM='C'
carryOverProration=0.25
ceilingProration=0.25
)))
Return accrual, ceiling, carryover, prorationFactor, vestingUnits, vestingUOM,
carryOverProration,ceilingProration

Screenshot

AH Global Absence Vesting Period Formula

AH Global Absence Vesting Formula

Formula Name AH Global Absence Vesting Period Formula

Formula Type Global Absence Vesting Period

Description This sample formula applies the Ceiling based on employment category. If the
Employee belongs to a specific Legal Employer (Vision Corporation for this
example) then his Vesting Period ( Number of Days after which he is allowed to
use his accrued leaves) is 90 Calendar Days for any other Legal Employer it is 30

A easy to use reference guide about Oracle HCM Cloud Absence Management
By: Ashish Harbhajanka (Oracle ACE)
For Business Inquiries, Implementation, Training and Support contact [email protected]
A easy to use reference guide about Oracle HCM Cloud Absence Management
By: Ashish Harbhajanka (Oracle ACE)
For Business Inquiries, Implementation, Training and Support contact [email protected]

Formula Text
/********************************************************************
FORMULA NAME: AH Global Absence Vesting Period Formula
FORMULA TYPE: Global Absence Vesting Period
DESCRIPTION: This sample formula applies the vesting period based on employment category.
If the Employee belongs to a specific Legal Employer (Vision Corporation for this example)
then his Vesting Period (Number of Days after which he is allowed to use his accrued leaves) is
90 Calendar Days for any other Legal Employer it is 30 Days
Change History:
Name Date Comments
-----------------------------------------------------------------------------------------------------------------
XXXXXXX DD-MM-YYYY XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
----------------------------------------------------------------------------------------------------------------
********************************************************************/
/*==============DATABASE ITEM DEFAULTS BEGIN =====================*/
DEFAULT for PER_ASG_ORG_LEGAL_EMPLOYER_NAME is 'Vision'
/*==============DATABASE ITEM DEFAULTS ENDS======================*/
/*================== FORMULA SECTION BEGIN =======================*/
If (PER_ASG_ORG_LEGAL_EMPLOYER_NAME='Vision Corporation')
then (
vestingUOM = 'C'
vestingUnits=90
)
else(
vestingUOM = 'C'
vestingUnits=30)
/*=================== FORMULA SECTION END =======================*/
return vestingUOM,vestingUnits

Screenshot

A easy to use reference guide about Oracle HCM Cloud Absence Management
By: Ashish Harbhajanka (Oracle ACE)
For Business Inquiries, Implementation, Training and Support contact [email protected]
A easy to use reference guide about Oracle HCM Cloud Absence Management
By: Ashish Harbhajanka (Oracle ACE)
For Business Inquiries, Implementation, Training and Support contact [email protected]

AH Global Absence Plan Use Rate Selection Formula 1

AH Global Absence Plan Use Rate Selection Formula 1

Formula Name AH Global Absence Plan Use Rate Selection Formula 1

Formula Type Global Absence Plan Use Rate

Description This sample formula returns the rate code. We have defined two different rate
codes namely Sickness Rate and Hourly Rate. If an individual chooses either an
Absence Type of Sick or Flu the RateCode is Sickness Rate else its Hourly Rate

Formula Text
/***********************************************************************
FORMULA NAME: AH Global Absence Plan Use Rate Selection Formula 1
FORMULA TYPE: Global Absence Plan Use Rate
DESCRIPTION: This sample formula returns the rate code.
We have defined two different rate codes namely Sickness Rate and Hourly Rate.
If an individual chooses either an Absence Type of Sick or Flu the RateCode is Sickness Rate else
its Hourly Rate.
Change History:
Name Date Comments
---------------------------------------------------------------------------------------------------------------------
XXXXXXX DD-MM-YYYY XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
--------------------------------------------------------------------------------------------------------------------
***********************************************************************/
/*=========== DATABASE ITEM DEFAULTS BEGINS======================*/
DEFAULT for ANC_ABS_TYP_NAME is 'Sick'
DEFAULT for ANC_ABS_RSN_NAME is 'Cough'
/*=========== DATABASE ITEM DEFAULTS ENDS======================*/
/*================ FORMULA SECTION BEGIN =======================*/
if ((ANC_ABS_TYP_NAME='Sick’) AND (ANC_ABS_RSN_NAME='Flu'))
then (
rateCode='Sickness Rate'
)
else (
rateCode='Hourly Rate')
/*================ FORMULA SECTION END =======================*/
return rateCode

A easy to use reference guide about Oracle HCM Cloud Absence Management
By: Ashish Harbhajanka (Oracle ACE)
For Business Inquiries, Implementation, Training and Support contact [email protected]
A easy to use reference guide about Oracle HCM Cloud Absence Management
By: Ashish Harbhajanka (Oracle ACE)
For Business Inquiries, Implementation, Training and Support contact [email protected]

Screenshot

AH Global Absence Plan Use Rate Formula 2

AH Global Absence Plan Use Rate Formula2

Formula Name AH Global Absence Plan Use Rate Formula2

Formula Type Global Absence Plan Use Rate

Description This sample formula returns the Plan Use Rate. If an Individual is Paid on
Hourly Basis his RateCode will be Hourly else it would be Annual Salary

Formula Text
/***********************************************************************
FORMULA NAME: AH Global Absence Plan Use Rate Formula2
FORMULA TYPE: Global Absence Plan Use Rate
DESCRIPTION: This sample formula returns the Plan Use Rate. If an Individual is Paid on Hourly Basis
his RateCode will be Hourly else, it would be Annual Salary
Change History:
Name Date Comments
--------------------------------------------------------------------------------------------
XXXXXXX DD-MM-YYYY XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
--------------------------------------------------------------------------------------------
***********************************************************************/
/*=========== DATABASE ITEM DEFAULTS BEGIN =====================*/
DEFAULT for PER_ASG_HOURLY_SALARIED_CODE is 'H'
/*=========== DATABASE ITEM DEFAULTS ENDS======================*/
A easy to use reference guide about Oracle HCM Cloud Absence Management
By: Ashish Harbhajanka (Oracle ACE)
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A easy to use reference guide about Oracle HCM Cloud Absence Management
By: Ashish Harbhajanka (Oracle ACE)
For Business Inquiries, Implementation, Training and Support contact [email protected]
/*=========== FORMULA SECTION BEGIN======================*/
if (PER_ASG_HOURLY_SALARIED_CODE='H')
then ( rateCode='Hourly Rate')
else ( rateCode='Annual Salary Rate')
/*=========== FORMULA SECTION END======================*/
RETURN rateCode

Screenshots

Setup Steps
Each absence plan setup requires four Tabs to be filled namely:
a) PLAN ATTRIBUTES
Contains Details about Plan Name, Description, Legislative Data Group, Processing Level,
Conversion Formula Attached (used for Absence Duration calculation)
b) PARTICIPATION
Contains Details about Basic Plan Details, Enrollment and Termination Rules
c) ACCRUALS
Contains Details about Accrual Attributes like Accrual Formulas, Payment Percentage, Accrual
Method, Accrual Frequency.
d) ENTRIES AND BALANCES
Contains Details about Balance Updates, Rates and Payroll Integrations
Navigation is as shown below:

A easy to use reference guide about Oracle HCM Cloud Absence Management
By: Ashish Harbhajanka (Oracle ACE)
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A easy to use reference guide about Oracle HCM Cloud Absence Management
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Login to Fusion Applications -> Click on Navigator -> Click on ‘Setup and Maintainenance’-> In “All
Tasks” Search for “Manage%Absence%Plan”

Click on Create Button and populate the following details:

LABEL VALUE

Effective As of 09/18/14
Date

Legislation India

Plan Type Accrual

You may populate the following screen with above details

A easy to use reference guide about Oracle HCM Cloud Absence Management
By: Ashish Harbhajanka (Oracle ACE)
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A easy to use reference guide about Oracle HCM Cloud Absence Management
By: Ashish Harbhajanka (Oracle ACE)
For Business Inquiries, Implementation, Training and Support contact [email protected]
Populate Plan Attributes Tab:
This Tab Consists of 4 parts which are:
a) General Attributes
b) Plan Term
c) Legislative Information (Optional Used for Populating Legislative Specific Absence Information.
Not Applicable in this example)
d) Descriptive Information (Optional Used for Populating DFF Fields If Created for Absence Plan.
Not Applicable in this example)

Populate the following details in General Attributes Section as shown below:

General Attributes

LABEL VALUE

Plan XX AH Annual Absence Plan IN

Description Annual Absence Plan Created for India

Plan UOM Days

Legislative Data Group IN Legislative Data Group

Status Active

Enable Concurrent Unchecked


Entitlement

Processing Level Assignment

Conversion Formula AH Global Absence Plan Duration


Formula

Populate the following details in Plan Term Section as shown below:

Plan Term

LABEL VALUE

Type Calendar Year

Calendar

A easy to use reference guide about Oracle HCM Cloud Absence Management
By: Ashish Harbhajanka (Oracle ACE)
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A easy to use reference guide about Oracle HCM Cloud Absence Management
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Start Month 01

Start Day 1

Use the above details and populate the Plan Attributes Tab and the screenshot would look like:

Populate
Participation Tab:
This Tab Consists
of 2 parts which
are:

a) Enrollment Rules
b) Termination Rules

Populate the following details in Enrollment Rules Section as shown below:

Enrollment Rules

LABEL VALUE

Enrollment Start Rule As of Event

Waiting Period UOM Calendar Days

Duration 30

Populate the following details in Termination Rules Section as shown below:

Termination Rules

LABEL VALUE

Enrollment End Rule As of Event

On Employment Termination

LABEL VALUE

A easy to use reference guide about Oracle HCM Cloud Absence Management
By: Ashish Harbhajanka (Oracle ACE)
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A easy to use reference guide about Oracle HCM Cloud Absence Management
By: Ashish Harbhajanka (Oracle ACE)
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Positive Accrual Balances Checked

Negative Accrual Balance Checked

On Loss of Plan Eligibility

LABEL VALUE

Disburse Positive Checked


Balance

Recover Negative Checked


Balance

Use the above details and populate the Participation Tab and the screenshot would look like:

Populate Accruals Tab which consists of Accrual Attributes Section only.


Populate the following details in Accrual Attributes Section as shown below:

Accrual Attributes

LABEL VALUE

Accrual Definition Formula

Accrual Formula AH Global Absence Accrual Formula

Payment Percentage 100%

Accrual Method Incremental

Partial Accrual Period Formula

Accrual Vesting Rule Formula

Vesting Period Formula AH Global Absence Vesting Period Formula

Accrual Frequency Source Person Primary Frequency

A easy to use reference guide about Oracle HCM Cloud Absence Management
By: Ashish Harbhajanka (Oracle ACE)
For Business Inquiries, Implementation, Training and Support contact [email protected]
A easy to use reference guide about Oracle HCM Cloud Absence Management
By: Ashish Harbhajanka (Oracle ACE)
For Business Inquiries, Implementation, Training and Support contact [email protected]

Use the above details and populate the Accruals Tab and the screenshot would look like:

Populate Entries and Balances Tab. This Tab Consists of 3 Sections which are:
a) Balance Updates
b) Rates
c) Payroll Integration
Populate the following details in Balance Updates Section as shown below:

Balance Updates

LABEL VALUE

Discretionary Disbursements of Accrual Balance Checked

Accrual Balance Transfers Across Plans Checked

Other Adjustments Checked

Other Adjustment Reasons Clerical Error , Compensatory

Populate the following details in Rates Section as shown below:

Rates

LABEL VALUE

Absence Payment Rate Rule Formula

Formula AH Global Absence Plan Use Rate Selection Formula 1

Final Disbursement Rate Rule Formula

Formula AH Global Absence Use Rate Formula2

A easy to use reference guide about Oracle HCM Cloud Absence Management
By: Ashish Harbhajanka (Oracle ACE)
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A easy to use reference guide about Oracle HCM Cloud Absence Management
By: Ashish Harbhajanka (Oracle ACE)
For Business Inquiries, Implementation, Training and Support contact [email protected]
Discretionary Disbursement Rate Formula
Rule

Formula AH Global Absence Plan Use Rate Selection Formula 1

Liability Rate Rule Formula

Formula AH Global Absence Use Rate Formula2

Populate the following details in Payroll Integration Section as shown below:

Payroll Integration

LABEL VALUE

Transfer absence payment information for payroll processing Checked

Element Annual Leave

Use the above details and populate the Entries and Balances Tab and the screenshot would look like:

Once all the above setup is done Absence Plan Creation is complete.
Inference / Summary
So this is how one can create a Absence Type and Absence Plan in Oracle HCM Cloud Management.
Hopefully, this was a good read. Thanks all for your time, have a nice day! . Bye…

A easy to use reference guide about Oracle HCM Cloud Absence Management
By: Ashish Harbhajanka (Oracle ACE)
For Business Inquiries, Implementation, Training and Support contact [email protected]

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