Setting up Absence Management
Practice 1 - Adding Lookup
Values
- In this practice you will define Absence Categories and Reasons.
- 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.
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
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.
1 comment:
this is very very helpful, after this practice some doubt and confusion has cleared. Thanks lots
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