oracle fusion cloud absence management

Download Oracle Fusion Cloud Absence Management

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  1. 1. About Fusion Absence Management In fusion absence management is a part of workforce deployment offerings where it gives a lot more feature compared to oracle Ebiz. If you tried to learn absence management in Ebiz and gave up only because of the complex fast formulas, then there is a good news for you. Most of the complex business requirement can now be easily handled by simple User Interface without writing a single line of code. However, it doesnt mean that you cannot write formula, fast formulas are still there if you wish or need to use them. Fusion Absence Management: Setup steps Below diagram explains all possible steps required to setup absence management including optional steps. Absence types would be your center of attraction as absence category, absence plan, absence certificate, absence reason will be linked with absence types only.
  2. 2. Understand with examples There are many new concepts and terminologies introduced in Fusion absence management, which are worth to explain but I think the best idea would be to understand them with an example. I will talk about them in more details when the time will come. Business requirement: 1. There is a need to setup absence type of Annual Vacation in your organization for full-time and active payroll employees 2. employee who has been in the organization for more than 10 years will receive 24 days of annual leave (entitlement) in an year and rest will receive 18 days. 3. The entitlement will be given on a monthly basis (end of the month) 4. employees can take their unused leaves to next year but not more than 5. 5. At any point of the time no employee will have more than 30 days of leave balance. 6. Employees will be allowed to over withdraw but balance should not go less than -2. 7. Employees should also not be able to apply Annual Vacation for more than 5 days. 8. Hr Administrator should have access to adjust Annual Vacation balance for any employee. So, far this example, setup steps would be as follows Create eligibility profile As the Annual Vacation is only for active employees with active payroll, we need to create eligibility profile and later add this with absence types so that all eligible employees will be enrolled automatically. Navigation : Navigator Workforce Management Absence Administration Manage Eligibility Profile Click on the Manage Eligibility Profiles under Tasks and then click on Create icon to select Create Participation Profile
  3. 3. Once you click on the Create Participation Profile following page will appear. Now enter the name (Name is generic and same eligibility profile can be attached with more than one absence types, so give a common name). Make sure status is Active and other details as shown in the screenshot below. Once you enter basic details click on Employment Tab and then Assignment Status sub tab and click on Add icon. Enter the detail as follow 1. Sequence : 10 2. Assignment Status : Active Payroll Eligible
  4. 4. Similarly click on Assignment Category sub tab and make entries as follows. Once done click on Save and Close Sequence : 20 Full Time or part time : Full-time Regular
  5. 5. Create Derived Factors As per the requirement employee who has been in the organization for more than 10 years will receive 24 days of annual leave (entitlement) in an year and rest will receive 18 days. So for this we need to define Derived Factors based on the length of service. We will link this derived factor with Absence Plan later in the course. Navigation : Navigator Workforce Management Absence Administration Manage Derived Factors Select the Length Of Service tab and then click on the Create icon under the Search Result section. This will open a new window. Give it a name and enter other details as follows. Once done click on Save and Close Unit of Measure : Years Period Start Date Rule : Date of hire Determination Rule : As of event date
  6. 6. Create Repeating Time Periods Now it is time to create accrual time periods. As per the requirement employees will be accrued every month. We will link this time period with absence plan later. Navigation : Navigator Workforce Management Absence Administration Manage Repeating Time Periods Once you have clicked on Manage Repeating Time Periods, please click on Create icon under Search Result section and enter details as follow. Once done click on Save and Close Name : Period Type : Monthly
  7. 7. Period Length : Calendar Month Sample Start Date : Create Absence Plan We can say that prerequisites to create absence plan are done. Now it is time to create absence plan Annual Vacation and link attributes we have created so far. Navigation : Navigator Workforce Management Absence Administration Manage Absence Plans
  8. 8. Enter the details as follow and click on Continue Effective As-of-Date : < Give any past date since you want to use the plan > Legislation : Plan Type : Accrual Now I feel it is time to talk a little bit about different plan types available in Fusion Absence Management. There are three different plan types available in Fusion Absence Management, which are given below: Accrual Use this type to create absence plans that enable workers to accrue time for the purpose of taking paid leave, for example, a vacation plan. Our requirement qualifies for this plan type. Qualification Use this type to create an absence plan where workers qualify for the plan as a result of events, such as long term illness or maternity, and receive payments during the absence period.
  9. 9. No Entitlement Create absence plans of this type to track paid or unpaid absences without maintaining an accrual balance or providing leave entitlements, such as periodic accruals. You can also use plans of this type in combination with a qualification plan. For example, use a no-entitlement plan to pay workers if they are not eligible for a standard maternity absence qualification plan. Difference between Accrual Plan and Qualification Plan Accrual Plans Qualification Plans Eligibility determined at point of employment event (example: hire) and employee is enrolled Eligibility is used to qualify employee for entitlements when absence is scheduled or recorded Accruals are run at configured intervals and balances are calculated System evaluates eligibility and entitlements as of a qualification date System evaluates balances as of the absence end date No enrollment data is held Plan termination based on employment termination or loss of eligibility Termination of employment may still require payment of outstanding entitlements It is also worth to mention that Absence Plans are the bridge between Fusion Absence Management and payrolls. So if you want Fusion Payroll to take care about the absence payment Plan must exist. Okay so now we know what are the different plan types delivered by Fusion Absence Management and when they should be used. Now lets come back to where we were. As soon as you click on Continue following page will appear. Ensure Plan Attributes tab is selected. Please enter the details as given below: Plan : Annual vacation Legislative Data Group : Status : Active Plan UOM : Day Type : Calendar Year Calendar : 1st Jan of the current year
  10. 10. Now click on the Participation tab and click on Select and Add under Eligibility section, a pop-up will appear. Enter values as follow and click on Save and Close Sequence : 10 Eligibility Profile :
  11. 11. Now click on Accruals Tab and enter details as follow: Accrual Definition : Matrix Payment Percentage : 100% Accrual Method : Incremental Accrual Frequency Source : Repeating period Repeating Period : Ceiling Rule : Flat Amount Ceiling : 30 Days Allow Negative Balance : Yes [Select the check-box] Negative Balance Limit : 2 Carryover Rule : Include in Matrix
  12. 12. When you click on the Create enter the detail as follow Sequence: 10 Accrual: 1.5 Carryover Limit : 5 Expression Builder : Click on expression Builder icon, which will open a new window. Click on Derived Tab Click on Folder Length of service Select the length of service we created earlier Click on Insert to expression click on operators tab Click on operators Folder Select Less Than Click on Insert to expression Click on Expression Region and enter numeric value 5 Click OK Once again click on Create icon and make another entry as follow
  13. 13. Sequence: 20 Accrual: 2 Carryover Limit : 5 Expression Builder : Follow the same steps but this time values should be like [LengthOfService.AviLengthOfService] >= 5 Information : Just in case if the requirement would have been that a new employee who has just been enrolled to Annual Vacation will continue to accrue from first day but can not use the accrued leave for first two months, you will make use of Accrual Vesting Rule introduces in Fusion Absence Management. Setting would look as given in the screen-print. Now click on the final tab Entries and Balances As the requirement also says that HR administrator should be able to adjust the Annual Vacation balance we need to enable this option over here. Just select the check box Other Adjustments and select all values from Other Adjustment Reasons Information : If you want to pass the information to payroll for calculation (including Rate Definition) you select the check-box to yes for Transfer absence payment information for payroll processing under Payroll Integration
  14. 14. Click on Save and Close Create Absence Types Now it is time to create absence types. Navigation : Navigator Workforce Management Absence Administration Manage Absence Types As soon as you click on Manage Absence Types a pop-up window will appear there you need to enter following details and click on Continue Effective As-of Date : Legislation : Select from the list Pattern : Generic absence
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