How to Setup up Leave Accrual Plan

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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 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. 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

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Create New Element for Opening Balance Navigation: HRMS Super User Total Compensation Basic Element Description

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Create New Element for Adjustment Days Navigation: HRMS Super User Total Compensation Basic Element Description

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Create New Element for Leave Encashment Navigation: HRMS Super User Total Compensation Basic Element Description

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Create Link for all the three Elements created Above Navigation: HRMS Super User Total Compensation Basic Link Define Accrual Plan Navigation: HRMS Super User Total Compensation Basic Accrual Plan

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

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Go to Net Accrual Calculations to record the leave calculation

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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

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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 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 (

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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

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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