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.
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”
Next we need to create a Table Type Value Set
Next, we would need to create a “Participant and Rate Eligibility” Type Fast Formula
Next, we will create Absence Type “Adjustment Leave”
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)
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
ADJUSTMENT_LEAVE_ELIGIBILITY_FF