Introduction
Organization has a adjustment plan created where there is no periodic accrual but balances are added on adhoc basis. Now the requirement is to ensure that the Absence (Absence Type) is only visible on the Global Absence Recording User Interface when a employee has a positive balance. If the balance is 0 then the absence type should not be visible.
Just to clarify that “Adjustment Plan” is not a new type of Absence Plan delivered by Oracle. It is basically a plan where balance is allocated via some adjustment entries. A typical example would be a “Comp-Off”. In some organizations employee may have to work on some weekends / holidays due to some critical work and they might be entitled to comp-offs. In such cases, we can make use of an accrual plan where balance would be loaded by the Admin personnel on adhoc basis and the same can be utilized by the employee.
Solution
Creating a Absence Accrual Plan which has plan term of Calendar year and and zero accruals. The plan has “Balances and Adjustment” checkbox enabled and “Compensatory” adjustment reason is enabled.
Next we need to associate “Adjustment Leave” with the above Adjustment Accrual Plan.
Also, we need to create a eligibility profile which is based upon a Fast Formula which checks for the Balance Value as on system date and if the value is positive (greater than zero) then returns eligible as ‘Yes’ else ‘No’
Configuration Snapshots
First we will configure the “Adjustment Accrual Plan”
Navigation: Login to Application-> My Client Groups -> Absences -> Absence Plans -> Create
Enter Basic Details as below:
Plan: Adjustment Accrual Plan
Plan Term: Calendar Year
Enter Participation Details as Below:
Enrollment Start Rule: As of event
Enter Accruals details as Below:
Accrual Method: Front Loaded
Balance Frequency Source: Repeating period
Repeating Period: Yearly Accrual Processing Period
Expression (Accrual Matrix): 1 = 1
Accrual Rate: 0
Enter Entries and Balances details as Below:
Enable Adjustments: Checked
Adjustment Reasons: Compensatory
Next we need to create a Table Type Value Set. This table type value set will fetch the absence plan balance value for a employee for a plan as on SYSDATE
Next, we would need to create a “Participant and Rate Eligibility” Type Fast Formula. This Fast Formula will call the Table Type Value Set created above and based on the balance value returned will decide whether a employee is eligible for a “Absence Type” or NOT. If the balance value is +ve (>0) then the employee is eligible else NOT.
Next, we will create Absence Type “Adjustment Leave”
Navigation: Login to Application-> My Client Groups -> Absences -> Absence Types -> Create
Enter Below Details in Type Attributes:
Eligibility Profile: ADJUSTMENT_LEAVE_ELIGIBILITY
Enter Below Details in Plans and Reasons Attributes:
Plan: Adjustment Accrual Plan
Enter Below Details in Display Features:
Insufficient Balance Enforcement: Enabled
Enter Below Details in Action Items Attributes:
Calendar Breakdown Reporting: Enabled
And with this configuration work is complete.
Verification
We would first try to check whether the Absence Type is visible for a employee who is not enrolled in the Adjustment Plan. As there is no plan enrolled there will be no balance and hence the “Adjustment Leave” should not be visible on the drop-down list (on Absence Recording Page)
Navigation: Login to Application -> My Client Groups-> Person Management-> Search for a Person# -> Click on the Person Record and click on the drop-down button against the same -> Absences -> Manage Absence Records
Next, we will try to record a absence.
Navigation: Login to Application -> My Client Groups-> Person Management-> Search for a Person# -> Click on the Person Record and click on the drop-down button against the same -> Absences -> Manage Absence Records-> Existing Absences-> Add
Now, we will verify whether the absence type is visible for an employee who is enrolled in the plan but has zero balance.
Now we will add a Balance of 1 Day on 10/10/2020 and then check if the Absence type starts appearing in the drop-down list.
Summary
So, this is how we can control the visibility of Absence Type based on the balance available with the associated absence plan.
If the employee is not enrolled in plan then there is no balance on SYSTEM Date hence Absence Type is NOT VISIBLE
If the employee is enrolled in plan but has 0 balance on SYSTEM Date then Absence Type is NOT VISIBLE
If the employee is enrolled in plan but has -ve balance on SYSTEM Date then Absence Type is NOT VISIBLE
If the employee is enrolled in plan but has +ve balance on SYSTEM Date then Absence Type is VISIBLE
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