More Fast Formula Examples For Advanced Benefits, PTO Accruals and Payroll Calculations

Bill Stratton BOSS Corporation bill.stratton@bosscorporation.com
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2002 Fall OAUG
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Agenda
• Introduction • Crash Course of Fast Formulas
– Formula Types – Database Items – Syntax – Indirect Results – Payroll Tables

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Agenda (continued)
• Real Live Scenarios • Payroll Calculations • • • •
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– Student Federal Work Study Solution PTO Accrual – Accrual Rate for New Hires Advanced Benefits – Coverage Date Rule Fast Formula Debugging Techniques Q&A
2002 Fall OAUG
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Who is BOSS?

About BOSS Corporation – BOSS is an acronym that stands for “Better Organization Service Solutions” – – Founded in 1995 by Stephen Adams and Jim Crum Both Stephen and Jim were responsible for Oracle consulting in the Southeast US for Oracle Corporation before forming BOSS – BOSS service lines are sharply focused on Oracle Application implementations; Financials, HR/Payroll and Manufacturing, technology consulting, and database administration services –
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Headquarters are located in Atlanta, with additional offices in Dallas, Pittsburgh, Raleigh, and Redwood Shores
2002 Fall OAUG
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About BOSS Corporation • Author of two Oracle Application books • “Special Edition: Using Oracle Applications” • “Special Edition: Using Oracle 11i” – Major sponsor at OAUG conferences; National, European, and many regional and local groups – Eleven presentations, papers and panel involvement Fall 2001 OAUG in San Diego – Fourteen presentations, papers and panel involvement at Spring 2002 OAUG in San Diego – Ten presentations, papers and panel involvement at Fall 2002 OAUG in San Diego

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2002 Fall OAUG
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Crash Course in Fast Formula
• Formula Types
– Skip Rules – Validation – Payroll Calculations – Benefit Rules – PTO Accrual Calculations

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Crash Course in Fast Formula
• Database Items
– Variable Names for Complex Joins – Flex Field Segments – Balances (with Dimensions) – Global Values – Element Entry Input Values

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Crash Course in Fast Formula
• Database Items Examples
– ASG_POSITION – POS_KF_FUNCTION_CODE – SCL_ASG_US_TIMECARD_REQUIRED – GROSS_EARNINGS_ASG_GRE_MONTH – LONG_TERM_DISABILITY_AMOUNT_ENTRY_VALUE

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Crash Course in Fast Formula
• Syntax
– – – – Alias Section Default Section Inputs Section Calculation Section –Assignment Statements –IF/THEN/ELSE Statements –No GOTO or Case Statements – Return Section
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Crash Course in Fast Formula
• Indirect Results
– Pass Direct Result to Pay Value – Pass Other Calculations to Other Elements – Make sure other elements have higher priority – Use Formula Results screen to pass RETURN values to elements
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Crash Course in Fast Formula
• Payroll Tables
– Defined in the Application – Use Table Structure to define table – Use Table Value to load values – Date-tracked and can be updated by Function personnel – Great place to store rates by database item (Location, People Group)
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Real Live Scenarios
• Student Federal Work Study
– Government supplies funds for student employment – Part of Financial Aid Package – Student System Maintains Award and balances – Payroll needs to capture “category”
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Payroll Calculation Scenario
• Step 1, Create EIT
– Use Assignment EIT – Tracks Task, Rate and Costing – Tracks FWS Flag –Eligible –Ineligible –Excludable –Summer
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•insert EIT screen prints here

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Payroll Calculation Scenario
• Step 2, Fast Formula Function
– Returns Rate and FWS Flag – PL/SQL Package – Registered with Oracle Apps – Can be called from Fast Formula

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•insert screen print of registered function

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Payroll Calculation Scenario
• Step 3, Create Information Element
– Used to capture dollars by FWS Flag – Will be populated by Indirect Results

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•insert screen prints of an information
element

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Payroll Calculation Scenario
• Step 4, Update Fast Formula
– Use function to retrieve rate and FWS Flag – Determine which category to place dollars based on FWS Flag

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•insert screen prints of Fast Formula logic

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Payroll Calculation Scenario
• Step 5, Setup Formula Results
– Send each category to proper Input Value on Information Element – After payroll is complete, run interface to send records to Student System

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•insert screen print of formula results and
demonstrate run results

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PTO Accrual
• Recent enhancements added Fast
Formula functionality

• Three types
– Calculation – Carryover – Ineligibility

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PTO Accrual Templates
• PTO Payroll Balance Calculation
– Same as 10.7 – One year term, starts on Jan 1 – Frequency based on payroll period – Amounts defined on screens – Carryover effective December 31 – Can now incorporate balances
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PTO Accrual Templates
• PTO Simple Balance Multiplier
– Accrual term one year - June 1 – Accrual frequency one month – Accrual amounts in formula – Carryover effective May 31

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2002 Fall OAUG
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PTO Accrual Templates
• PTO ROLLING ACCRUAL
– One year term, no fixed start date – Accrual frequency one month – Accrual amounts in formula – No carryover (use it or lose it)

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PTO Accrual Scenario
• Will use PTO Payroll Balance Calculation • Will modify sub formula PTO Payroll
Period Accrual

• Will create a table to store rates for first
year hires by month

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•Insert screen prints of table creation

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PTO Accrual Scenario
• Copy PTO_PAYROLL_BALANCE_CALCULATION to
OAUG_PAYROLL_BALANCE_CALCULATION

• Copy PTO_PAYROLL_PERIOD_ACCRUAL to
OAUG_PAYROLL_PERIOD_ACCRUAL

• Modify Formulas • Define Plan
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Advanced Benefits - Eligibility
• OAB/OSB includes many opportunities
to use FF

• Almost every definition screen
includes a “Rule”

• Each screen uses a different Fast
Formula Type

• Check FF guide for requirements
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Advanced Benefits - Eligibility
• In our scenario, Coverage starts on the
first of the month following 30 days of service

• Exceptions for January and February

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•insert screen print of coverage
definition screen

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•insert screen prints of fast formulas

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Fast Formula Debugging Tools
• • • •
Use MESG variable to include needed values Place MESG variable in RETURN statement Modify Formula Results Message will be included in Payroll Message Report

• All values in MESG must be character

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•insert screen print of Fast Formula with MESG and Return
statement

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•insert screen print of Formula Results

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•insert screen print of messages

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Fast Formula Debugging Tools
• MESG does not work for OAB/OSB • Create FF Function to post message to
custom table

• Can call multiple times

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Fast Formula Debugging Tools
• • • •
Step 1, Create custom table Step 2, Create PL/SQL procedure Step 3, Register Function Step 4, Use Function in FF

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Create function FF_POST_MESSAGE ( FormulaName IN Varchar2, FormulaMessage IN Varchar2) Return Varchar2 IS Begin Insert into FF_POST_MESSAGE values FormulaName,FormulaMessage,SYSDATE); Commit; Return('S'); Exception When Others then Return('F'); End;

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•insert screen print of register function

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•insert screen print of Fast Formula with function

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•insert screen print of SQL query of custom
table

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Fast Formula Primer

Had Enough????
Q&A
Bill Stratton BOSS Corporation bill.stratton@bosscorporation.com
BOSS
2002 Fall OAUG
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