How to Setup up Leave Accrual Plan

1.

Accrual Plan:
Oracle Provides Accrual plan Functionality for calculating leaves balance calculation and Balance Carry Over
calculations
The following points should be taken into consideration for calculation Balances
Opening Balance : Some of the Organization Provides Yearly opening balance to employee. We need to store these opening balances in
an Element

2.

Leave Adjustment: There are cases in which adjustments are made because of redundancies in calculation of leave balance. In such
cases we need to store these adjustments in an element and make the use of the same.

3.

Leave Encashment:
Organizations provide policy for encashment of leave when Leave balance exceeds a given amount. In order to
capture these details, we need to have an element for the same
How to Setup Leave Accruals

1)

Create New Element for Opening Balance

Navigation: HRMS Super User Total Compensation Basic Element Description

2)

Create New Element for Adjustment Days

Navigation: HRMS Super User Total Compensation Basic Element Description

3)

Create New Element for Leave Encashment

Navigation: HRMS Super User Total Compensation Basic Element Description

4)

Create Link for all the three Elements created Above

Navigation: HRMS Super User Total Compensation Basic Link

5)

Define Accrual Plan

Navigation: HRMS Super User Total Compensation Basic Accrual Plan

6)

Go to Accrual Bands to define the No of Leaves employee could avail during the Year

7)

Go to Net Accrual Calculations to record the leave calculation

8)

9)

When one creates an accrual plan, system automatically generate below said elements and their corresponding links
too (Create Links Manually if not created Automatically)
Vacation Leave Plan
Vacation Leave Plan Carried Over
Vacation Leave Plan Payroll Balance
Vacation Leave Plan Residual
Vacation Leave Plan Tagging
Register Employee with the Accrual Plan
Navigation: HRMS Super User People Enter &Maintain Search for an
Employee Assignment Entries Add Vacation Leave Plan on Effective Date

10)

How to View Employee Accruals

Navigation: HRMS Super User Fastpath Accruals

Now in the Above Scenario we are using the seeded Formula PTO_PAYROLL_CALCULATION, this would
calculate as per the accrual bands set for the said duration of Service.
Requirements could vary as per each of the clients; we have created a scenario wherein we would be taking the
Accruals as per the contract type of the employee
1.

The Total Accruals are stored in User Tables

Navigation: HRMS Super User Other Definitions Table Structure / Table Values

2.

Create New Function which would return, Leaves Accrued as on Effective Date
CREATE OR REPLACE FUNCTIONAPPS.xxx_get_leave_accrual_f (
p_business_group_id
NUMBER,
p_assignment_id
VARCHAR2,
p_calculation_date
DATE,
p_contract_start_date OUT DATE,
p_contract_end_date OUT DATE
)
RETURN NUMBER
AS
l_err_msg
VARCHAR2 (500) := NULL;
l_person_id
NUMBER := NULL;
l_hire_date
DATE := NULL;
l_nationality
VARCHAR2 (250) := NULL;
l_contract_type
VARCHAR2 (250) := NULL;
l_yearly_accrual
NUMBER := NULL;
l_per_day_accrual
NUMBER := NULL;
l_accrual_start_date DATE := NULL;
l_calc_start_date
DATE := NULL;
l_accrual_total_days NUMBER := NULL;
l_net_accrual
NUMBER := 0;
BEGIN
BEGIN
SELECT per.person_id,
NVL (

hr_general.decode_lookup('NATIONALITY', per.nationality),
'XX'
)
nationality,
pps.date_start hire_date,
ppg.segment6 contract_type
INTO l_person_id,
l_nationality,
l_hire_date,
l_contract_type
FROM per_all_people_f per,
per_all_assignments_f paaf,
per_periods_of_service pps,
pay_people_groups ppg
WHERE
per.person_id = paaf.person_id
AND per.person_type_id IN (1126,1127)
AND paaf.assignment_type = 'E'
AND paaf.assignment_status_type_idIN (1, 2)
AND paaf.primary_flag = 'Y'
AND paaf.business_group_id =p_business_group_id
AND paaf.period_of_service_id =pps.period_of_service_id
AND p_calculation_date BETWEENper.effective_start_date
AND per.effective_end_date
AND p_calculation_date BETWEENpaaf.effective_start_date
AND paaf.effective_end_date
AND paaf.assignment_id =p_assignment_id
AND paaf.people_group_id =ppg.people_group_id;
EXCEPTION
WHEN OTHERS
THEN
l_err_msg := SQLERRM;
debug_script_p ('Exception - Employee Details: ' || l_err_msg);
END;
IF l_contract_type IS NOT NULL
THEN
SELECT hruserdt.get_table_value(p_business_group_id,
'Leave Accruals',
'Vacation Leave',
l_contract_type,
p_calculation_date)
INTO l_yearly_accrual
FROM DUAL;
END IF;
l_per_day_accrual := ROUND ( (l_yearly_accrual/ 360), 3);
l_accrual_start_date :=
TO_DATE ('01-JAN-' || TO_CHAR(p_calculation_date, 'YYYY'),
'DD-MON-YYYY');
IF l_accrual_start_date > l_hire_date
THEN
l_calc_start_date := l_accrual_start_date;
ELSE

l_calc_start_date := l_hire_date;
END IF;
l_accrual_total_days := p_calculation_date -l_accrual_start_date;
l_net_accrual := ROUND (l_accrual_total_days * l_per_day_accrual, 0);
p_contract_start_date := l_hire_date;
p_contract_end_date := TO_DATE ('31-DEC-4312','DD-MON-YYYY');
RETURN l_net_accrual;
EXCEPTION
WHEN OTHERS
THEN
RETURN 0;
END;
/
3.

Define the above create Function in the System as Database Function

Navigation: HRMS Super User Other Definitions Formula Function
Define the Context Usage Parameters & Actual Parameters used in SQL Function

4.

Define Fast Formula

Navigation: HRMS Super User Total Compensation Write Formula
/*
CREATED BY
: BIJOY JOSEPH
PURPOSE
: CALCULATE ACCRUAL PLAN
CREATION DATE : 01-MAY-2013
*/
ALIAS ASG_GRADE
AS GRADE
ALIAS ASG_EMPLOYMENT_CATEGORY
AS EMP_CAT
/* DEFAULT SECTION */
DEFAULT FOR LRATE

IS '0'

DEFAULT FOR GNONQAT

IS '0'
DEFAULT FOR GQAT
IS '0'
DEFAULT FOR BGROUP
IS 'NOT ENTERED'
DEFAULT FOR EMP_CAT
IS ' '
DEFAULT FOR ASG_GRADE
IS 'NOT ENTERED'
DEFAULT FOR ASG_NUMBER
IS '0'
DEFAULT FOR ACCRUAL_PLAN_ID
IS 0
DEFAULT FOR EMP_HIRE_DATE
IS '01-JAN-0001' (DATE)
DEFAULT FOR EMP_TERM_DATE
IS '01-JAN-0001' (DATE)
DEFAULT FOR CALCULATION_DATE
IS '02-JAN-0001' (DATE)
DEFAULT FOR SYSDATE
IS '01-jan-0001'(DATE)
DEFAULT FOR SUS_DATE
IS '01-jan-0001'(DATE)
DEFAULT FOR SESSION_DATE
IS '01-jan-0001'(DATE)
DEFAULT FOR YEAR_START
IS '01-jan-0001'(DATE)
/* INPUT SECTION */
INPUTS ARE CALCULATION_DATE (DATE)
ACCRUAL_DAYS=0
L_CONTRACT_SD ='0001/01/01 00:00:00'(DATE)
L_CONTRACT_ED ='0001/01/01 00:00:00'(DATE)
ACCRUAL_DAYS =
AQS_GET_LEAVE_ACCRUALS(CALCULATION_DATE,L_CONTRACT_SD,L_CONTRACT_ED)
EFFECTIVE_START_DATE = GREATEST(EMP_HIRE_DATE, L_CONTRACT_SD)
IF (EMP_TERM_DATE WAS DEFAULTED ) THEN
(
EFFECTIVE_END_DATE = L_CONTRACT_ED
)
ELSE
(
EFFECTIVE_END_DATE = EMP_TERM_DATE
)
EFFECTIVE_END_DATE = LEAST(EFFECTIVE_END_DATE,L_CONTRACT_ED)
ACCRUAL_END_DATE = CALCULATION_DATE
TOTAL_ACCRUED_PTO = ROUND(ACCRUAL_DAYS,0
)
RETURN TOTAL_ACCRUED_PTO,
EFFECTIVE_START_DATE,
EFFECTIVE_END_DATE,
ACCRUAL_END_DATE
5.

Attach the Accrual Formula to the corresponding PLAN and test various scenarios