Business Requirement : Organization require automated process for Accrual of 2 leaves at every month so yearly total 24 leaves employee can take if at start of new calendar year all unused Annual leaves should carried out to next year Leave Balance.
Absence Management : Oracle provides seeded functionality which can capture leave related information and provide extensibility so you can make changes as per your requirement.
Absence management is provided in self service(Oa framework pages) as well as from core Hr(Oracle forms)
Navigation For Absence management :
1)Core HR:-
N : HRMS super (Responsibility) ||people(Menu) || Enter and maintain (Function)||Others ||Absence
2)Self Service
N : Employee Self Service(Responsibility) Employee Self-Service(menu)Absence Management (Function)
NOTE : I will add whitepapers on Creating Validation on leave ,Leave Overlapping , Eliminate Week ends And Public Holidays from leave in Next Post.
This time We discuss about Accrual plan Setup.
Accrual Plan :- Oracle Provides Accrual plan Functionality for calculating leave balance
calculation and Balance Carry Over calculations.
So for calculating balance following things should be taken in consideration.
1)Opening Balance : - Some Organization Provides Yearly opening balance to employee when organization hire new employee or at starting of new calendar year .so generally opening balance is captured in Element.
2)Leave Adjustment :- Some time there is need make adjustment because of problem in calculation of leave balance or some Other reason in between year so that information also should be captured . Generally Adjustment is also stored as element.
3)Leave Encashment : Organizations provides policy for encashment of leave when Leave balance Exceed some amount. so we have to provide interface for encashment of leave .Generally Leave Encashment is also Captured in Element.
So for Designing Flexible Accrual Plan above 3 Things should be considered even if organization is not using those things currently but for future flexibility you have to considered these 3 things.
Now I will discuss step by step Leave and Accrual Plan Setup .
NOTE : Go to ’01-JAN-1950’ using date track mode before creating element.
N: HRMS Super User Total Compensation Basic Element Description
Save element and click on Input value and define input values.
Here input value Days capture Days taken in individual leave. Input values other than “Days” are taken for future use.
N: Hrms Super user(Responsibility) Other Definitions (Menu) Application utilities lookup (Function)
Find ABSENCE_REASON Look up Type and Add Absence reason.
Find lookup type ABSENCE_CATEGORY and add new category.
N: HRMS Super User Total Compensation Basic Absence Type
NOTE :
1) Some Organizations Provides Opening balance when new employee hire or at start of new calendar year in That case you can take Balance as Decreasing while defining Absence Type.
Ex. Suppose organization provides opening balance 24 at starting of new calendar year then you can take balance as decreasing so if you take leave of 3 days then that 3 days will be decreased from total balance 24.
So balance = 24-3 = 21
But here we are not giving opening balance to employee we are just restricting employee to take more than 24 leaves in a year.so here we are taking balance increasing.so if employee take first leave of 2 days then balance become 2 and after that employee takes leave of 3 days then balance become 2+3 =5 , so balance will increase each time.
2)Giving Absence category and Absence reason is optional while defining Absence Type.
N : HRMS Super user Others Absence
Note : when you create leave then element associated with that leave will automatically attached to employee’s element entry.Here Employee has taken 2 days leave so input value of element become 2 according to days you can calculate pay value in element and uuse at time of encashment.
N : HRMS Super user Assignment Entries
Note : Element will be attached in payroll period of start date of leave . here I have taken Leave from start date 15-october-2011 so element is attached in payroll period of 15-oct-2011 that is 01-oct-2011 to 31-oct-2011.
Click on entry values and check in input value “Days” is entered as 2 automatically from Absence Duration of Create Absence Screen.
N : HRMS Super user Assignment Entries Entry Values.
Absence Management : Oracle provides seeded functionality which can capture leave related information and provide extensibility so you can make changes as per your requirement.
Absence management is provided in self service(Oa framework pages) as well as from core Hr(Oracle forms)
Navigation For Absence management :
1)Core HR:-
N : HRMS super (Responsibility) ||people(Menu) || Enter and maintain (Function)||Others ||Absence
2)Self Service
N : Employee Self Service(Responsibility) Employee Self-Service(menu)Absence Management (Function)
NOTE : I will add whitepapers on Creating Validation on leave ,Leave Overlapping , Eliminate Week ends And Public Holidays from leave in Next Post.
This time We discuss about Accrual plan Setup.
Accrual Plan :- Oracle Provides Accrual plan Functionality for calculating leave balance
calculation and Balance Carry Over calculations.
So for calculating balance following things should be taken in consideration.
1)Opening Balance : - Some Organization Provides Yearly opening balance to employee when organization hire new employee or at starting of new calendar year .so generally opening balance is captured in Element.
2)Leave Adjustment :- Some time there is need make adjustment because of problem in calculation of leave balance or some Other reason in between year so that information also should be captured . Generally Adjustment is also stored as element.
3)Leave Encashment : Organizations provides policy for encashment of leave when Leave balance Exceed some amount. so we have to provide interface for encashment of leave .Generally Leave Encashment is also Captured in Element.
So for Designing Flexible Accrual Plan above 3 Things should be considered even if organization is not using those things currently but for future flexibility you have to considered these 3 things.
Now I will discuss step by step Leave and Accrual Plan Setup .
- Create Element For Absence.
NOTE : Go to ’01-JAN-1950’ using date track mode before creating element.
N: HRMS Super User Total Compensation Basic Element Description
Element Name | Annual Leave Element |
Primary Classification | Information |
Description | This Element Capture Days For Individual Annual Leave |
Type | Non Recurring |
Input Values | Days (Day) |
Pay Value (Money) | |
Future1 (Character) | |
Future2 (Character) |
Save element and click on Input value and define input values.
Here input value Days capture Days taken in individual leave. Input values other than “Days” are taken for future use.
- Create Element Link
Element | Annual Leave Element |
Eligibility Criteria(Link to organization) | Vision Corporation |
- Create Absence Reason. (This Step is Optional)
N: Hrms Super user(Responsibility) Other Definitions (Menu) Application utilities lookup (Function)
Find ABSENCE_REASON Look up Type and Add Absence reason.
Find lookup type ABSENCE_CATEGORY and add new category.
- Create absence type.
N: HRMS Super User Total Compensation Basic Absence Type
NOTE :
1) Some Organizations Provides Opening balance when new employee hire or at start of new calendar year in That case you can take Balance as Decreasing while defining Absence Type.
Ex. Suppose organization provides opening balance 24 at starting of new calendar year then you can take balance as decreasing so if you take leave of 3 days then that 3 days will be decreased from total balance 24.
So balance = 24-3 = 21
But here we are not giving opening balance to employee we are just restricting employee to take more than 24 leaves in a year.so here we are taking balance increasing.so if employee take first leave of 2 days then balance become 2 and after that employee takes leave of 3 days then balance become 2+3 =5 , so balance will increase each time.
2)Giving Absence category and Absence reason is optional while defining Absence Type.
Name | Annual Leave - Days |
Element | Annual Leave Element |
Input value | Days |
Balance | Increasing |
Effective Date | 01-JAN-1950 |
Units | Days |
Balance | Increasing |
- Create leave .
N : HRMS Super user Others Absence
Note : when you create leave then element associated with that leave will automatically attached to employee’s element entry.Here Employee has taken 2 days leave so input value of element become 2 according to days you can calculate pay value in element and uuse at time of encashment.
- Test Element is attached for leave.
N : HRMS Super user Assignment Entries
Note : Element will be attached in payroll period of start date of leave . here I have taken Leave from start date 15-october-2011 so element is attached in payroll period of 15-oct-2011 that is 01-oct-2011 to 31-oct-2011.
Click on entry values and check in input value “Days” is entered as 2 automatically from Absence Duration of Create Absence Screen.
N : HRMS Super user Assignment Entries Entry Values.
Comments
This is a nice article on Absence management!!!!
Keep up the good work !!! :) :)
Cheers
Sach in
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Thank you for the article it was very nice. I need some help on the below case similar to the one above please:
1.upon commencement of Temporary employment, accrue sick leave at the rate of 1 hour for every 30 hours worked
2. limitto 48 hours max. in their accrual bank. Once 48 hrs. is reached, accrual will stop. If bank falls below 48 hrs through usage of sick time, accrual will restart. In no case will bank accrual ever exceed 48 hrs.;
3.limit to use of up to 24 hours only, per calendar year
4. restrict from use of accrued sick leave until the 91st day of District temporary employment
5. carry-over unused sick leave each year, up to 48 hrs.
6. receive no sick leave pay-out upon termination of temp employment.
Any assistance in this regard is appreciated.
Thanks ..samy
No words to say....Superb.. .
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