How to Setup up Leave Accrual Plan

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
1. 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 à Total Compensation à Basic à Element Description

2) Create New Element for Adjustment Days

Navigation: HRMS Super User à Total Compensation à Basic à Element Description

3) Create New Element for Leave Encashment

Navigation: HRMS Super User à Total Compensation à Basic à Element Description
4) Create Link for all the three Elements created Above
Navigation: HRMS Super User à Total Compensation à Basic à Link

5) Define Accrual Plan

Navigation: HRMS Super User à Total Compensation à Basic à 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) 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

9) Register Employee with the Accrual Plan

Navigation: HRMS Super User à People à Enter &Maintain à Search for an
Employee à Assignment à Entries à Add “Vacation Leave Plan” on Effective Date

10) How to View Employee Accruals

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

4. Define Fast Formula

Navigation: HRMS Super User à Total Compensation àWrite 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