Sunday, February 14, 2016

Oracle Absence Management Setups

Setting up Absence Management
Practice 1 - Adding Lookup Values
Overview
  • In this practice you will define Absence Categories and Reasons.
Assumptions
  • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice.
Tasks
Defining Absence Categories and Reasons
1.    Define Absence categories and reasons where “xx” is equal to your group number.
2.    Add the absence category and only two absence reasons from the list below:
  • Category:       xxLabor Representation Leave
  • Reasons:       
  • xxUAW Local
  • xxUMWA Local
  • xxTeamsters Local
  • xxUS Steel
  • xxTextile

3.    Add the absence category and only two absence reasons from the list below:
  • Category:       xxFamily Leave
  • Reasons:       
  • xxBirth of child
  • xxAdoption of child
  • xxChild care
  • xxElderly care
  • xxDisabled care
Solution - Adding Lookup Values
Defining Absence Categories and Reasons
1.    Navigate to the Application Utilities Lookups window:
  • (N) Other Definitions > Lookup Tables
2.    Query Type: ABSENCE _CATEGORY
3.    Enter the categories listed below:
Code
Meaning
Description
From
To
xxLABOR
xxLabor Representation Leave
Special Local meetings attended by union members
01-JAN-1990

xxFAM
xxFamily Leave
Family Leave
01-JAN-1990








4.    Save your work
5.    Query Type: ABSENCE_REASON
6.    Enter 4 of the reasons listed below:
 Code
Meaning
Description
From
To
xxUAW
xxUAW Local
xxUAW Local Business
01-JAN-1990

xxUMWA
xxUMWA Local
xxUMWA Local Business
01-JAN-1990

xxTEXTILE
xxTextile Local
xxTextile Local Business
01-JAN-1990

xxBOC
xxBirth of Child
(optional)
01-JAN-1990

xxAOC
xxAdoption of Child
(optional)
01-JAN-1990

xxCC
xxChild care
(optional)
01-JAN-1990

xxEC
xxElderly care
(optional)
01-JAN-1990

xxDC
xxDisabled care
(optional)
01-JAN-1990

  
7. Save your work.
The table below gives you an idea of how these Absence Categories, Types and Reasons relate to each other:
Note: Absence Types will be defined in a later practice
Absence Category
Absence Type
Absence Reason
xxLabor Representation Leave
xxUnion Meeting
xxUAW Local


xxUMWA Local


xxTeamsters Local

xxAssociation Meeting
xxUS Steel Workers


xxTextile Workers
xxFamily Leave
xxMaternity/Paternity
xxBirth of child


xxAdoption of child

xxDependent Care
xxChild care


xxElderly care


xxDisabled care

Practice 2 - Defining and Linking Absence Elements
In this practice you will create a Sick Time absence element using hours as the unit of measure and make the element available to all employees.
Assumptions
  • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice.

Tasks
Defining and Linking Absence Elements
1.    Create a Sick Time absence element using hours as the unit of measure.
2.    Make the element available to all employees.
Solution - Defining and Linking Absence Elements

Defining Absence Elements
1.    Navigate to the Element window:
  • (N) Total Compensation > Basic > Element Description
2.    Date track to 01-JAN-1990.
3.    Enter the following data: (where “xx” = your group number) Don't use numbers as a prefix.
  • Name:                                     xxSick Time
  • Reporting Name:              xxSick Time
  • Primary Classification:            Information
  • Processing Type:                Nonrecurring
  • Termination Rule:             Actual Termination
  • Multiple Entries Allowed:         Check

  • Process in Run:                            Uncheck

4.    Save your work.
5.    Choose Input Values button:
Note: You must save after each row is entered before creating a new record
 Name
Units
Sequence
Required
User Enterable
Database Item
Hours
Hours in Decimal format (2 places)
1

Check
Check
Date Taken
Date
2

Check
Check

Link xxSick Time to all payrolls
6.    Navigate to the Element Link window:
  • (N) Total Compensation > Basic > Link
7.    Date Track to 01-JAN-1990.
8.    Choose from list of values, xxSick Time.
9.    Check the box Link to All Payrolls.
10.  Save your work.

Practice 3 - Defining an Absence Type
In this practice you will create an absence type for the xxSick Time element.
Assumptions
  • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice.
Tasks
Defining an Absence Type
1.    Create an absence type for the xxSick Time element from a previous practice.
Solution - Defining an Absence Type
Defining an Absence Type
1.    Navigate to the Absence Attendance Types window:
  • (N) Total Compensation > Basic > Absence Types
2.    Date Track to 01-JAN-1990.
3.    Enter the following data:
  • Name:                                 xxSick Time Type
  • Category:                            Sickness
  • Associated Element:           xxSick Time
  • Input Value:                       Hours
  • Units:                                  Hours
  • Balance:                              Increasing

4.    Enter the following reasons:
  • Back Problems
  • Broken Bone
  • Cold
  • Doctors Appointment
  • Family Illness
5.    Save your work.

Managing Absences
Practice 4 - Recording Absences
In this practice you will query or find an employee and enter 8 hours of sick time in the absence details window.
Assumptions
  • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice.
Tasks
Query an Employee
1.    Query or find an employee.
Enter Sick Time
2.    Enter 8 hours of sick time in the absence details window.
Solution - Recording Absences
Query an Employee
1.    Navigate to the Absence Detail window:
  • (N) People > Enter and Maintain > Others (B) > Absence
- or -
  • (N) FastPath > Absence
2.    Find your employee.
Enter Sick Time
3.    Enter the following data:
  • Type:                                   xxSick Time Type (this is the Absence Type)
  • Reason:                               Cold

  • Notified:                             Date of your choice
  • Projected Start:                   Leave blank
  • Actual Start Date:              Same date as the notified date
  • Time:                                   08:00
  • End Date:                           Same date as Actual Start Date
  • Time:                                   16:00 
  • Duration:                            8
4.    Save your work.

Note: A “Caution” message appears if the absence duration in hours is less than the length of time absent. You are able to continue and save your work. An “Error” message appears if the absence duration in hours is greater than the actual time absent.  You are not able to save your work until this is corrected.

Practice 5 - Reporting Absence Information
In this practice you will:
  • View absence history for an employee
  • Run a listing of employees by absence types
  • Run and View an absence report
Assumptions
  • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice.
Tasks
Viewing Absence Histories
1.    View absence history for an employee.
List employees by absence type
2.    Run a listing of employees by absence types.
Run and View the Absence Report
3.    Run an Absence Report.
4.    View the Absences Report.
Solution - Reporting Absence Information 

Viewing Absence Histories
1.    Navigate to the Absence window:
  • (N) View > Histories > Absence
2.    Enter employee name or assignment number and choose (B) Find.
3.    Add additional columns to your folder by choosing the Folder Tool icon.
List employees by absence type

4.    Navigate to the absence type window:
  • (N) View > Lists > Employees by Absence Type
5.    From the list of values select an Absence Category or an Absence Type. (If you select an Absence Type the Absence category automatically populates)
6.    Enter Start and End Dates.
7.    Choose (B) Find.

Note: If you leave the absence category and type blank, you will find employees with all absence types.
8.    Export the details to a spreadsheet if desired.
Run the Absence Report
9.    Navigate to the Submit Request window:
  • (N) Processes and Reports > Submit Processes and Reports
10.  Single Request
11.  Absences Report
12.  Enter the following parameters:
  • Effective Date:            Date you are running the report (required)
  • Organization Unit:    Leave blank unless you want to run for a particular organization
  • Employee:                   From list of values select your employee (required)
  • Date From:                 Start date of absences you want to review (required)
  • Date To:              Can enter or leave blank  (if blank it will run from begin date to current date)
Absence Type 1 -10          Can enter specific Absence Types or leave blank if you
would like to report on all absence types
13.  Submit your request

View the Absences Report
14.  Navigate to the Find Requests window:
  • (N) Processes and Reports > View Reports
15.  Specific Requests
16.  Enter the following parameters:
  • Date Submitted:   (Today’s date)
  • Status:      Normal
  • Phase:      Completed
17.  Submit your request.
18.  View Output button to see report

Setting up PTO Approval Plans
Practice 6 - Defining PTO Accrual Plans
In this practice you will define a PTO Accrual Plan.
Assumptions
  • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice.
Tasks
Defining a PTO Accrual Plan
Create a Sick Time PTO Plan using hours as the units of measure.  Use the delivered accrual formulas with three months of ineligibility. In addition, depending upon how many years the employees have worked, they can accrue the following hours without carrying over any hours to the next year.
  • 0 -3 years           40 hours
  • 3 - 5 years          80 hours
  • 5 - 10 years        120 hours
  • 1 - 99 years        160 hours

Solution - Defining PTO Accrual Plans 
1.    Accruals Plans window:
  • (N) Total Compensation > Basic > Accrual Plans
2.    Enter the following data:
  • Plan Name:                      xxSick PTO Plan “xx” must equal your initials, you cannot use numbers
  • Accrual Category:            Sick (from list of values)
  • Accrual Start:                   Hire Date
  • Accrual Units:                  Hours

  • Description:                        Sick Paid Time Off Plan
  • Accrual Formula:               PTO_PAYROLL_CALCULATION
  • Carry Over Formula:        PTO_PAYROLL_CARRYOVER
  • Absence Information Name:   xxSick Time
  • Absence Information Units:    Hours
  • Period of Ineligibility:              3 Calendar Months
  • Ineligibility Formula:              Leave blank since you are using the delivered
 Accrual formulas (these formulas look at the
 Ineligibility rules on the Accrual Plan)

Note: “xx” must equal your initials, you cannot use numbers
3.    Save your work.
4.    Choose the Accrual Band button and enter the following:
 Yrs Service From
Yrs Service To
Annual Rate
Max Carryover
Ceiling
0
  3
  40
0
  40
3
  5
  80
0
  80
5
10
120
0
120
10
99
160
0
160

5.    Save your work.
6.    Choose the Net Calculation Rules button:
The following elements were defaulted:
  • xxSick PTO Plan Carried Over adds to the net calculation
  • xxSick Time subtracts from the net calculation

Practice 7 - Reviewing Element Links
In this practice you will review element links. 
Assumptions
  • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice.
Tasks
Reviewing Element Links
The absence element should have already been linked in a previous exercise. When you create an accrual plan, it is not necessary to link the accrual plan, carry over and residual elements as they should have been automatically linked.
Solution - Reviewing Element Links 

Reviewing Element Links
1.    Navigate to the Element Link window:
  • (N) Total Compensation > Basic > Link
2.    Date Track to 01-JAN-1990
3.    Query the following to review the links.
  • xxSick PTO Plan (Accrual Plan)
  • xxSick PTO Plan Carried Over (Created by Accrual Plan)
  • xxSick PTO Plan Residual (Created by Accrual Plan)
  • xxSick Time (Absence element)

Administering Accrual Plans
Practice 8 - Enrolling in an Accrual Plan
In this practice you will enroll employees in accrual plans.  
Assumptions
  • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice.
Tasks
Enrolling Employees in Accrual Plans
Find an employee and datetrack to his/her hire date. Add your xxSick PTO Plan to his/her element entries. It is not necessary to add a continuous service date.
Solution - Enrolling in an Accrual Plan 
Enrolling Employees in Accrual Plans
1.    Navigate to the Assignment window:
  • (N) People > Enter and Maintain >Assignment (B) >Entries (B)
2.    Datetrack to hire date.
3.    In the element entries region choose from the list of values xxSick PTO Plan.
4.    You will be prompted to enter details on the Cost Allocation Flexfield window - leave this blank and press OK.
5.    Save your work.

Practice 9 - Recording Absences
In this practice you will query or find an employee and enter 8 hours of sick time in the Absence Details window.
Note: This practice is a duplicate of a previous one.  However, the information you enter in it is also a setup activity for another practice.
Assumptions
  • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice.
Tasks
Query an Employee
1.    Query or find an employee.
Enter Sick Time
2.    Enter 8 hours of sick time in the absence details window.
Solution - Recording Absences 
Query an Employee
1.    Navigate to the Absence Detail window:
  • (N) People > Enter and Maintain > Others (B) > Absence
- or -
  • (N) FastPath > Absence
2.    Find your employee.
Enter Sick Time
3.    Enter the following data:
  • Type:                               xxSick Time Type (this is the Absence Type)
  • Reason:                          Cold
  • Notified:                           Date of your choice
  • Projected Start:               Leave blank
  • Actual Start Date:          Same date as the notified date
  • Time:                              08:00
  • End Date:                       Same date as Actual Start Date
  • Time:                              16:00 
  • Duration:                        8
4.    Save your work.
Note: A “Caution” message appears if the absence duration in hours is less than the length of time absent. You are able to continue and save your work. An “Error” message appears if the absence duration in hours is greater than the actual time absent.  You are not able to save your work until this is corrected.

Practice 10 - Viewing Accrual Information
In this practice you will query on the employee you entered absence information against in the previous practice to demonstrate use of the Accruals window.
Assumptions
  • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice.
Tasks
Query an Employee
1.    Query or find an employee.
Viewing Accrual Information
Solution - Viewing Accrual Information
Query an Employee
1.    Navigate to the Accruals window:
  • (N) View > Employee Accruals
-or-
  • (N) FastPath > Accruals
Viewing Accrual Information
2.    Datetrack to the date you would like to view the employee’s accruals.
3.    Query the employee name or assignment number.
4.    Choose (B) Accruals.
5.    View the Entitlement details.

Practice 11 - Running the PTO Carry Over Process
In this practice you will run the PTO Carry Over process for your xxSick PTO Plan.
Assumptions
  • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice.
Tasks
Running the PTO Carry Over Process
1.    Run the PTO Carry Over process for your xxSick PTO Plan.
Solution - Running the PTO Carry Over Process
Running the PTO Carry Over Process
1.    Navigate to the Submit Requests window:
  • (N) Processes and Reports > Submit Processes and Reports
2.    Choose: Single Request
3.    Name:  PTO Carry Over
4.    Enter the following parameters: (See also notes below)
  • Calculation Date:  01-JAN-2000 (Required)
  • Accrual Plan Name:                  xxSick PTO Plan
  • Accrual Category:                      Can leave blank
  • Reprocess All Participants:                No (Default)
  • Accrual Term:                            Current or Previous
  • Choose:                               OK button
  • Choose:                               Submit button
5.    Submit Another Request? No

Note: Parameters 3 (Accrual Date) and 7 Choose Submit button:
  • Enter a date in the PTO Calculation Date field and Current or Previous in the Accrual Term field. These are used by the plan’s Carry Over formula to determine the effective date of the carried over PTO.
  • For example, if the accrual plan uses the predefined PTO_CARRYOVER formula and you enter the calculation date of 01-JAN-2000, the effective date of the carry over is: 31-DEC-2000 if you select Accrual Term = Current, or 31-DEC-1999, if you select Accrual Term = Previous
Note: Parameters 4 (Reprocess all participants) and 5: (Accrual Term):
  • Select the name of one accrual plan to process, or select a category to process all plans in the category.
Note: Parameter 6(Choose OK Button): The Reprocess All Participants field defaults to No, so that the process affects only those plan participants not previously processed for this accrual term. To process all participants regardless of any previous processing, select Yes in this field. The Carry Over process enters the Carried Over and Residual elements for all employee assignments included in the process.

Adapting the Predefined Accrual Formulas
Practice 12 - Creating Accrual Formulas
In this practice you will define PTO Accrual Plan Rules.
Assumptions
  • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice.
Tasks
Defining PTO Accrual Plan Rules
Create an accrual plan that will not allow certain employees to accrue time while they are off work. For example, maternity leave or study leave.  Use the predefined PTO_SIMPLE_MULTIPLIER formula.
Solution - Creating Accrual Formulas
Defining PTO Accrual Plan Rules
1.    Navigate to the Formula window:
  • (N) Total Compensation > Basic > Write Formulas
2.    Query the formula called: PTO_SIMPLE_MULTIPLIER.
3.    Choose the Edit button to view the formula.
4.    Select the formula and copy it.
5.    Select new record and datetrack to 01-JAN-1990.
Note: Be consistent with dates when creating formulas, absence elements and accrual plans.
6.    Enter xx_PTO_MULTIPLIER.
7.    Type = Accrual.
8.    Choose (B) Edit  and paste your formula.

9.    Look for E = SET_NUMBER(‘ACCRUAL_RATE’, 2)
Hint: This is found within the first ten lines of the formula. replace with:
  • IF ASG_STATUS = ‘Suspended′ THEN
  • (
  • E = SET_NUMBER(‘ACCRUAL_RATE′, 0)
  • )
  • ELSE
  • (
  • E = SET_NUMBER(‘ACCRUAL_RATE′, 2)
  • )
10.  Choose (B) Verify to check your syntax.
11.  Close the Edit window and save your formula.

Changing the Net Calculation Rules
Practice 13 - Creating and Linking Additional Absence Elements
In this practice you will create a vacation buy-back element and link additional absence elements.
Assumptions
  • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice.
Tasks
Create a Vacation Buy-Back Element
Create a vacation buy-back element and link additional absence elements.
Solution - Creating and Linking Additional Absence Elements
Create a Vacation Buy-Back Element
1.    Navigate to the Element window:
  • (N) Total Compensation > Basic > Element Description
2.    Datetrack to 01-JAN-1990.
3.    Enter the following data:  (where “xx” = your initials) Don't use numbers as a prefix.
  • Name:                                                 xxVaca BuyBack
  • Reporting Name:                       xxVaca BuyBack
  • Primary Classification:              Information
  • Processing Type:                        Nonrecurring
  • Termination Rule:                      Actual Termination
  • Multiple Entries Allowed:                 Check

  • Process in Run:                            Uncheck
4.    Save your work.
5.    Choose Input Values button:
Note: You must save after each row is entered before creating a new record
        Name
Units
Sequence
Required
User Enterable
Database Item
Hours
Hours in Decimal format (2 places)
1

Check
Check
Date Bought
Date
2

Check
Check

6.    Open the Element Link window:
  • (N) Total Compensation > Basic > Link
7.    Link your xxVaca BuyBack element to all payrolls.

Practice 14 - Adding an Additional Absence Element to the Net Calculation Rules
In this practice you will change net calculation rules. 
Assumptions
  • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice.
Tasks
Changing Net Calculation Rules
In order for the Vacation Buy-Back element to be included in an employee’s vacation accruals, it must be added to the Accrual Plan. 
Solution - Adding an Additional Absence Element to the Net Calculation Rules
Change Net Calculation Rules
1.    Navigate to the Accrual Plans window:
  • (N) Total Compensation > Basic > Accrual Plans
2.    Query the plan name: Vacation.
3.    Choose the Net Calculation Rules button and enter the following:
  • Element Name:                 xxVaca Buy-Back (from list of values)
  • Input Value:                       Hours (LOV)
  • Date Input Value:              Date Bought (LOV)
  • Effect on Net:                     Subtract (LOV)

4.    Save your work.

No comments:

Post a Comment

Best Blogger TipsGet Flower Effect