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Business Requirement : Organization require automated process for Accrual of 2 leaves at

every month so yearly total 24 leaves employee can take if at start of new calendar year all
unused Annual leaves should carried out to next year Leave Balance.

Absence Management: Oracle provides seeded functionality which can capture leave related
information and provide extensibility so you can make changes as per your requirement.

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Absence management is provided in self service (Oa framework pages) as well as from core
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Navigation: Human Resources Responsibility  people  Enter and maintain
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Others Absence

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Accrual Plan: - Oracle Provides Accrual plan Functionality for calculating leave balance
calculation and Balance Carry Over calculations.

So for calculating balance following things should be taken in consideration.

1)Opening Balance : - Some Organization Provides Yearly opening balance to employee when
organization hire new employee or at starting of new calendar year .so generally opening balance
is captured in Element.
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2)Leave Adjustment :- Some time there is need make adjustment because of problem in
calculation of leave balance or some Other reason in between year so that information also
should be captured . Generally Adjustment is also stored as element.
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3) Leave Encashment: Organizations provides policy for encashment of leave when Leave

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balance Exceed some amount. So we have to provide interface for encashment of leave

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.Generally Leave Encashment is also captured in Element.

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So for Designing Flexible Accrual Plan above 3 Things should be considered even if
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organization is not using those things currently but for future flexibility you have to consider
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Now we will discuss step by step

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Eof Element For Absence:
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1. Creation

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Navigation: Human Resources Responsibility  Total Compensation Basic  Element
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Description.

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Enter following Mandatory fields: O
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1. Name: XXDS_ABSENCE_ELEMENT
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2. Description: These Element Capture Days for Individual Annual Leave

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3. Primary Classification: Information
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4. Type: Nonrecurring.

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5. Input Value:
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Days Day

Pay Value Money

Future 1 Character

Future 2 Character
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2. Creation of Element Link:

Navigation: Human Resources Responsibility  Total Compensation Basic  Link

Query Element Name “Annual Leave Element “

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Enter Organization “Vision operations” to link organization. O
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As per business requirement we can create Absence reason setup.

Navigation: Human Resources Responsibility  other Definitions Lookup Table

(Application utility Lookup)

Query “ABSENCE_REASON” as Type.

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Add new Line with Code “AN”, Meaning “Annual Leave”, Description” Annul Leave”

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Query “ABSENCE_CATEGORY” and add new category as shown below snap:

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Add new Line with Code “ANL”, meaning “Annual Leave”, Description” Annul Leave”
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4. Creation of Absence Type: 8
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Navigation: Human Resource Responsibility  Total Compensation Basic  Absence Type.

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1) Some Organizations Provides Opening balance when new employee hire or at start of new
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calendar year in That case you can take Balance as Decreasing while defining Absence Type.

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Ex. Suppose organization provides opening balance 24 at starting of new calendar year then you

A can take balance as decreasing so if you take leave of 3 days then that 3 days will be decreased

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from total balance 24.
So balance = 24-3 = 21
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more than 24 leaves in a year. So here we are taking balance increasing. So if employee take first
leave of 2 days then balance become 2 and after that employee takes leave of 3 days then balance
become 2+3 =5, so balance will increase each time.

2) Giving Absence category and Absence reason is optional while defining Absence Type.
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Name XXDS_Absence Type

Element Annual Leave

Input value Days

Balance Decreasing

Effective Date 01-JAN-1950

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5. Creation of Leaves:

For employee, user will create leaves as shown in below screen

Navigation: Human Resource Responsibility  Enter and Maintain Others  Absence.

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Steps:

1. Find person to whom create leaves.

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2. Screen shows below information for person:

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3. Go to Others and select Absence to create leaves:

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6. Attachment of Test Element for leave:

Navigation:

Human Resource Responsibility  Enter and Maintain  Assignment  Entries.

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Click on Entry Values:

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absence element and create testing for Leave.

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Now, we will discuss about how to handle encashment, opening balance, adjustment and

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designing of accrual plan.

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Creation of Element for Opening Balance:
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C Human Resource Responsibility  Total Compensation  Basic  Element
NOTE: Go to ’01-JAN-1950’ using date track mode before creating element.

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Create new nonrecurring Element “XXDS_OPENING_BALANCE”.

Element Name XXDS_OPENING_BALANCE

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Reporting Name Annual Leave opening Balance

Primary Classification Information

Opening Balance Day

Effective Date Date

Reason Character

Future 1 Character M
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Future 2 Character

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Save Element Name and Click on Input value and define Input Values.

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Creation of Element For Adjustment:
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NOTE : Go to ’01-JAN-1950’ using date track mode before creating element.

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Description.
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Element Name “XXDS_OPENING_BALANCE_ADJ”
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Element Name XXDS_OPENING_BALANCE_ADJ

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Reporting Annual Leave Adjustment
APrimary Classification Information
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O Adjustment Days Day

Effective Date Date

Reason Character

Future 1 Character
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Future 2 Character

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Creation of Element For Encashment:

NOTE : Go to ’01-JAN-1950’ using date track mode before creating element.

Navigation: Human Resource Responsibility  Total Compensation  Basic  Element

Description.

Again create new nonrecurring Element Name

“XXDS_OPENING_BALANCE_ENCASHMENT”
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Element Name XXDS_OPENING_BALANCE_ENCASHMENT

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Reporting Name Annual Leave Encashment

Primary Classification Information T

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Encashment Days Day
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Reason Character

Future 1 Character L
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Future 2 Character

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Save Element Name and Click on Input value and define Input Values.

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Creation of Link for above 3 all elements:

Navigation: Human Resource Responsibility8

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 Total Compensation  Basics  Link.

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1. XXDS_OPENING_BALANCE:

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2. XXDS_OPENING_BALANCE_ADJ:
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3. XXDS_OPENING_BALANCE_ENCASHMENT:

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Creation of Absence Type:

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Create Absence

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Navigation: Human Resources Responsibility  Total Compensation  Absence
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1. xxds_opening_balance_type
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2. xxds_opening_balance_adj_type:
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3. xxds_opening_bal_encash_type:

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Creation of Accrual Plan:

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Now , we will see how to create accrual plan for Absence Leave management.

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Navigation: Human Resource Responsibility  Total Compensation  Basics  Accrual
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Plan.

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NOTE : Go to ’01-JAN-1950’ using date track mode before creating Plan.

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Plan Name xxds_annual_leave_plan
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Accrual category Vacation

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Accrual Formula
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Cary over Formula
PPTO_PAYROLL_CARRYOVER

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Absence Information XXDS_OPENING_BALANCE

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Creation of Accrual Bands:
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Navigation: Human Resources Responsibility  Total Compensation  Basics  Accrual
Plan  Accrual Band.
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Creation of Net calculation Rules:

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Navigation: Human Resources Responsibility  Total Compensation  Basics  Accrual

Plan  Net Calculation Rules.

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Creation of Link for Accrual Plan:
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8  Total Compensation  Basics  Link.
Navigation: Human Resources Responsibility
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5.

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NOTE: Above 5 snaps, when you create accrual plan then below system will automatically

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generate below elements. System will automatic generate element link for below elements

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and link below 5 elements to criteria defined for absence Element link. So check element

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link is automatically for below elements and if it is not generated automatically then

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manually create element link.

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1) Annual Leave Plan

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2) Annual Leave Plan Carried Over
3) Annual Leave Plan Payroll Balance
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4) Annual Leave Plan Residual
A 5) Annual Leave Plan Tagging
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O Now enroll Employee to Accrual Plan:

Creation of New Employee:

Navigation: Human Resources Responsibility  Enter and Maintain.

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Check Accrual Balance:

Navigation: Human Resources Responsibility  Fast Path Accrual

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Again go to Employee form:

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Navigation: Human Resources Responsibility  Enter and Maintain  Others.

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Enter Absence details:

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Type: xxds_opening_balance_type

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Actual Start: 15-Sep-2012 End : 17-Sep-2012. Duration (Days)= 2

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