Oracle Absence Management

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com/
Raju Ch
Setting up Absence Management

Practice 1 - Adding Lookup Values
Overview
In this practice you will define Absence Categories and Reasons.
Assumptions
You must have access to an Oracle Application Vision database or comparable
training or test instance at your site on which to complete this practice.
.C
Tasks
Defining Absence Categories and Reasons
Define Absence categories and reasons where xx is equal to your group number.
2.
Add the absence category and only two absence reasons from the list below:
Category:
xxLabor Representation Leave
Reasons:
.B
8
S
P
xxUMWA Local
xxTeamsters Local
A
xxTextile
E
L
3. Add the absence category and only two absence reasons from the list below:
C
A Category: xxFamily Leave
xxUS Steel
1.
xxUAW Local
Reasons:
xxBirth of child
xxAdoption of child
xxChild care
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Raju Ch
xxElderly care
xxDisabled care
Solution - Adding Lookup Values
Defining Absence Categories and Reasons
1.
Navigate to the Application Utilities Lookups window:
.C
(N) Other Definitions > Lookup Tables

2.
Query Type: ABSENCE _CATEGORY
3.
Enter the categories listed below:
Code
xxLABOR
xxFAM
4.
Description
From
Special Local meetings 01-JANattended
by
union 1990
members
Family Leave
01-JAN1990
.B
8
To
Save your work
S
6. Enter 4 of the reasonsP
P listed below:
A
E
L
C
A
5.
Meaning
xxLabor
Representation
Leave
xxFamily Leave
Query Type: ABSENCE_REASON
Code
xxUAW
Meaning
xxUAW Local
Description
xxUAW Local Business
xxUMWA
xxUMWA Local
xxUMWA Local Business
xxTEXTILE
xxTextile Local
xxTextile Local Business
xxBOC
xxBirth of Child
(optional)
xxAOC
xxCC
xxAdoption
Child
xxChild care
xxEC
xxElderly care
(optional)
xxDC
xxDisabled care
(optional)
of
(optional)
(optional)
From
01-JAN1990
01-JAN1990
01-JAN1990
01-JAN1990
01-JAN1990
01-JAN1990
01-JAN1990
01-JAN1990
To
Raju Ch
7. Save your work.

The table below gives you an idea of how these Absence Categories, Types and
Reasons relate to each other:
Note: Absence Types will be defined in a later practice
Absence Category
xxLabor Representation Leave
Absence Type
xxUnion Meeting
xxAssociation Meeting
xxFamily Leave
xxMaternity/Paternity
S
P
A
E
xxDependent Care
.B
8
Absence Reason
xxUAW Local
xxUMWA Local
xxTeamsters Local
xxUS Steel Workers
xxTextile Workers
xxBirth of child
xxAdoption of child
xxChild care
xxElderly care
xxDisabled care
.C
Raju Ch
Practice 2 - Defining and Linking Absence Elements

Top of Form
Overview
In this practice you will create a Sick Time absence element using hours as the unit of
measure and make the element available to all employees.
.C

Tasks
Defining and Linking Absence Elements
1.
Create a Sick Time absence element using hours as the unit of measure.
2.
Make the element available to all employees.
.B
8
Solution - Defining and Linking Absence Elements

Defining Absence Elements
S
P > Basic > Element Description
(N) Total Compensation
P
2. Date track to
01-JAN-1990.
A
E
3. Enter the following data: (where xx = your group number) Don't use numbers as a
L
prefix.
C Name:
xxSick Time
A
1.
Navigate to the Element window:
Reporting Name:
xxSick Time
Primary Classification:
Information
Processing Type:
Nonrecurring
Termination Rule:
Actual Termination
Multiple Entries Allowed:
Check
Assumptions
Process in Run:
Raju Ch
Uncheck
4.
Save your work.
5.
Choose Input Values button:
Note: You must save after each row is entered before creating a new record
Name
Units
Hours
Hours in
Decimal format
(2 places)
Date
Date Taken
Sequence Required User

Enterable
1
Check
Database Item
Check
Check
(N) Total Compensation > Basic > Link

Date Track to 01-JAN-1990.
8.
Choose from list of values, xxSick Time.
9.
Check the box Link to All Payrolls.
A
E
S
P
.B
8
7.
Navigate to the Element Link window:
10. Save your work.
.C
Check
Link xxSick Time to all payrolls

6.
Raju Ch
Practice 3 - Defining an Absence Type

Overview
In this practice you will create an absence type for the xxSick Time element.
Assumptions
Defining an Absence Type

1.
O
L
1. Navigate to the Absence Attendance Types window:
.BTypes
(N) Total Compensation > Basic > Absence
8
2. Date Track to 01-JAN-1990. 8
S
3. Enter the following data:
P
P
Name:
xxSick Time Type
A
Category:
Sickness
E
L
Associated Element:
xxSick Time
C
Hours
A Input Value:
Defining an Absence Type
4.
Create an absence type for the xxSick Time element from a previous practice.
Solution - Defining an Absence Type
Units:
Hours
Balance:
Increasing
Enter the following reasons:

Back Problems
Broken Bone
.C
Tasks
Raju Ch
Cold
Doctors Appointment
Family Illness
5.
Save your work.
.C
.B
8
S
P
A
E
Raju Ch
Managing Absences
Practice 4 - Recording Absences
Overview
In this practice you will query or find an employee and enter 8 hours of sick time in the
absence details window.
.C

Tasks
Query an Employee
1.
Query or find an employee.
O
L
2. Enter 8 hours of sick time in the absence details
.B window.
Solution - Recording Absences
8
8
Query an Employee
S
PDetail window:
1. Navigate to the Absence
P
(N) People
>
Enter
A and Maintain > Others (B) > Absence
E
- or L
C (N) FastPath > Absence
A2. Find your employee.
Enter Sick Time
Enter Sick Time

3.
Enter the following data:

Type:
xxSick Time Type (this is the Absence Type)
Reason:
Cold
Assumptions
4.
Raju Ch
Notified:
Date of your choice
Projected Start:
Leave blank
Actual Start Date:
Same date as the notified date
Time:
08:00
End Date:
Same date as Actual Start Date
Time:
16:00
Duration:
.C
Save your work.
Note: A Caution message appears if the absence duration in hours is less than the
length of time absent. You are able to continue and save your work. An Error message
appears if the absence duration in hours is greater than the actual time absent. You are
not able to save your work until this is corrected.
.B
8
S
P
A
E
Raju Ch
Practice 5 - Reporting Absence Information

Overview
In this practice you will:
View absence history for an employee
Run a listing of employees by absence types
.C
Run and View an absence report

Assumptions

Tasks
Viewing Absence Histories
1.
View absence history for an employee.
.B
8
2. Run a listing of employees by absence
8 types.
S
Run and View the Absence Report
P
3. Run an AbsenceP
Report.
A
4. View the Absences Report.
E
L
Solution - Reporting Absence Information
C
Viewing
A Absence Histories
List employees by absence type
1.
Navigate to the Absence window:

(N) View > Histories > Absence
2.
Enter employee name or assignment number and choose (B) Find.
3.
Add additional columns to your folder by choosing the Folder Tool icon.
List employees by absence type
4.
Raju Ch
Navigate to the absence type window:

(N) View > Lists > Employees by Absence Type
5. From the list of values select an Absence Category or an Absence Type. (If you
select an Absence Type the Absence category automatically populates)
6.
Enter Start and End Dates.
7.
Choose (B) Find.
.C
Note: If you leave the absence category and type blank, you will find employees with all
absence types.
8.
Export the details to a spreadsheet if desired.
Run the Absence Report

9.
Navigate to the Submit Request window:
(N) Processes and Reports > Submit Processes and Reports
.B
8
10. Single Request

11. Absences Report
S
PDate you are running the report (required)
12. Enter the following parameters:
Effective Date:
A
E
Organization Unit:
organization
L
Employee:
C Date From:
Date To:
Absence Type 1 -10
Leave blank unless you want to run for a particular
From list of values select your employee (required)

Start date of absences you want to review (required)
Can enter or leave blank
(if blank it will run from begin date to current date)
Can enter specific Absence Types or leave blank if you
would like to report on all absence types
13. Submit your request
Raju Ch
View the Absences Report

14. Navigate to the Find Requests window:
(N) Processes and Reports > View Reports
15. Specific Requests
16. Enter the following parameters:
Date Submitted: (Todays date)

Status:
Normal
Phase:
Completed
.C
17. Submit your request.

18. View Output button to see report
.B
8
S
P
A
E
Raju Ch
Setting up PTO Approval Plans

Practice 6 - Defining PTO Accrual Plans
Overview
In this practice you will define a PTO Accrual Plan.
Assumptions
Tasks
Defining a PTO Accrual Plan
Create a Sick Time PTO Plan using hours as the units of measure. Use the delivered
accrual formulas with three months of ineligibility. In addition, depending upon how many
years the employees have worked, they can accrue the following hours without carrying
over any hours to the next year.
0 -3 years
40 hours
3 - 5 years
80 hours
.B
8
S
Phours
1 - 99 years
160
PAccrual Plans
Solution - Defining
PTO
A
E
1. Accruals
L Plans window:
C (N) Total Compensation > Basic > Accrual Plans
A2. Enter the following data:
5 - 10 years
.C

120 hours
Plan Name:
cannot use numbers
xxSick PTO Plan xx must equal your initials, you
Accrual Category:
Sick (from list of values)
Accrual Start:
Hire Date
Accrual Units:
Hours
Raju Ch
Description:
Sick Paid Time Off Plan
Accrual Formula:
PTO_PAYROLL_CALCULATION
Carry Over Formula:
PTO_PAYROLL_CARRYOVER
Absence Information Name: xxSick Time
Absence Information Units:
Hours
Period of Ineligibility:
3 Calendar Months
Ineligibility Formula:
Leave blank since you are using the delivered
Accrual formulas (these formulas look at the
Ineligibility rules on the Accrual Plan)

Note: xx must equal your initials, you cannot use numbers
3.
Save your work.
.B
8Rate Max Carryover
Yrs
Service Yrs Service To Annual
From
8
0
3
0
S 4080
3
5
0
P 120
5
10
0
P
10
99
160
0
A
5. Save your
Ework.
L
6. Choose the Net Calculation Rules button:
C
AThe following elements were defaulted:
4.
Choose the Accrual Band button and enter the following:
xxSick PTO Plan Carried Over adds to the net calculation

xxSick Time subtracts from the net calculation
Ceiling
40
80
120
160
.C
Raju Ch
Practice 7 - Reviewing Element Links

Overview
In this practice you will review element links.
Assumptions
Reviewing Element Links
The absence element should have already been linked in a previous exercise. When you
create an accrual plan, it is not necessary to link the accrual plan, carry over and
residual elements as they should have been automatically linked.
Solution - Reviewing Element Links

Reviewing Element Links
.B
8
(N) Total Compensation > Basic
8> Link
S
2. Date Track to 01-JAN-1990
P
3. Query the following
Pto review the links.
A
xxSick PTO Plan (Accrual Plan)
E
L
xxSick PTO Plan Carried Over (Created by Accrual Plan)
C xxSick PTO Plan Residual (Created by Accrual Plan)
A
1.
Navigate to the Element Link window:
xxSick Time (Absence element)
.C
Tasks
Raju Ch
Administering Accrual Plans
Practice 8 - Enrolling in an Accrual Plan

Overview
In this practice you will enroll employees in accrual plans.
Assumptions
Tasks
Enrolling Employees in Accrual Plans
Find an employee and datetrack to his/her hire date. Add your xxSick PTO Plan to
his/her element entries. It is not necessary to add a continuous service date.
Solution - Enrolling in an Accrual Plan
.B
1. Navigate to the Assignment window:8
8
(N) People > Enter andS
Maintain >Assignment (B) >Entries (B)
2. Datetrack to hire date.P
P
3. In the element
Aentries region choose from the list of values xxSick PTO Plan.
E
4. You will be prompted to enter details on the Cost Allocation Flexfield window - leave
L
this blank and press OK.
CSave your work.
5.
A
Enrolling Employees in Accrual Plans
.C

Raju Ch
Practice 9 - Recording Absences

Overview
In this practice you will query or find an employee and enter 8 hours of sick time in the
Absence Details window.
Note: This practice is a duplicate of a previous one. However, the information you enter
in it is also a setup activity for another practice.

Query an Employee
Enter 8 hours of sick time in the absence details window.
Solution - Recording Absences

Query an Employee
1.
.B
8
Enter Sick Time

2.
S
P
Navigate to the Absence Detail window:
A
E
(N) People > Enter and Maintain > Others (B) > Absence
C (N) FastPath > Absence
- or -
2.
Find your employee.
Enter Sick Time

3.
Enter the following data:

Type:
Tasks
1.
.C
Assumptions
xxSick Time Type (this is the Absence Type)
4.
Raju Ch
Reason:
Cold
Notified:
Date of your choice
Projected Start:
Leave blank
Actual Start Date:
Same date as the notified date
Time:
08:00
End Date:
Same date as Actual Start Date
Time:
16:00
Duration:
.C
Save your work.
Note: A Caution message appears if the absence duration in hours is less than the
length of time absent. You are able to continue and save your work. An Error message
appears if the absence duration in hours is greater than the actual time absent. You are
not able to save your work until this is corrected.
.B
8
S
P
A
E
Raju Ch
Practice 10 - Viewing Accrual Information

Overview
In this practice you will query on the employee you entered absence information against
in the previous practice to demonstrate use of the Accruals window.
Assumptions
Tasks
Solution - Viewing Accrual Information
.B
8
Query an Employee
Viewing Accrual Information
1.
Navigate to the Accruals window:
S
P
(N) View > Employee Accruals
-or-
A
E
(N) FastPath > Accruals
CDatetrack to the date you would like to view the employees accruals.
Viewing Accrual Information
Query an Employee
1.
.C

2.
3.
Query the employee name or assignment number.
4.
Choose (B) Accruals.
5.
View the Entitlement details.
Raju Ch
Practice 11 - Running the PTO Carry Over Process

Overview
In this practice you will run the PTO Carry Over process for your xxSick PTO Plan.
Assumptions
Running the PTO Carry Over Process

1.
Run the PTO Carry Over process for your xxSick PTO Plan.
Solution - Running the PTO Carry Over Process

Running the PTO Carry Over Process
1.
Navigate to the Submit Requests window:
.B
8
2.
Choose: Single Request
3.
Name: PTO Carry Over
4.
Enter the following parameters: (See also notes below)
A
E
Calculation Date: 01-JAN-2000 (Required)

xxSick PTO Plan
Accrual Category:
Can leave blank
Reprocess All Participants:
No (Default)
Accrual Term:
Current or Previous
Choose:
OK button
Choose:
Submit button
L
Accrual Plan Name:
5.
Submit Another Request? No
(N) Processes and Reports > Submit Processes and Reports
S
P
.C
Tasks
Raju Ch
Note: Parameters 3 (Accrual Date) and 7 Choose Submit button:

Enter a date in the PTO Calculation Date field and Current or Previous in the
Accrual Term field. These are used by the plans Carry Over formula to
determine the effective date of the carried over PTO.
For example, if the accrual plan uses the predefined PTO_CARRYOVER formula
and you enter the calculation date of 01-JAN-2000, the effective date of the carry
over is: 31-DEC-2000 if you select Accrual Term = Current, or 31-DEC-1999, if
you select Accrual Term = Previous
C
.
Select the name of one accrual plan to process, or select a category to process
T
all plans in the category.
O
Pfieldprocessed
Note: Parameter 6(Choose OK Button): The Reprocess All Participants
defaults
to No, so that the process affects only those plan participants not previously
S
for this accrual term. To process all participants regardless of any previous processing,
G Over and Residual
select Yes in this field. The Carry Over process enters the Carried
elements for all employee assignments included in the process.
O
L
.B
8
8
S
P
P
A
E
L
C
A
Note: Parameters 4 (Reprocess all participants) and 5: (Accrual Term):
Raju Ch
Adapting the Predefined Accrual Formulas
Practice 12 - Creating Accrual Formulas

Overview
In this practice you will define PTO Accrual Plan Rules.
Assumptions
.C

Tasks
Defining PTO Accrual Plan Rules
Create an accrual plan that will not allow certain employees to accrue time while they
are off work. For example, maternity leave or study leave. Use the predefined
PTO_SIMPLE_MULTIPLIER formula.
.B
8
Solution - Creating Accrual Formulas

Defining PTO Accrual Plan Rules
1.
S
P
Navigate to the Formula window:
(N) Total Compensation > Basic > Write Formulas

2.
A
E
Query the formula called: PTO_SIMPLE_MULTIPLIER.
CSelect the formula and copy it.
3.
Choose the Edit button to view the formula.
4.
5.
Select new record and datetrack to 01-JAN-1990.
Note: Be consistent with dates when creating formulas, absence elements and accrual
plans.
6.
Enter xx_PTO_MULTIPLIER.
7.
Type = Accrual.
8.
Choose (B) Edit and paste your formula.
9.
Raju Ch
Look for E = SET_NUMBER(ACCRUAL_RATE, 2)
Hint: This is found within the first ten lines of the formula. replace with:
IF ASG_STATUS = Suspended THEN
(
E = SET_NUMBER(ACCRUAL_RATE, 0)
.C
)
ELSE
(
E = SET_NUMBER(ACCRUAL_RATE, 2)
)
.B
8
S
P
A
E
10. Choose (B) Verify to check your syntax.

11. Close the Edit window and save your formula.
Raju Ch
Changing the Net Calculation Rules
Practice 13 - Creating and Linking Additional Absence Elements

Overview
In this practice you will create a vacation buy-back element and link additional absence
elements.
C
.
T
O
P
Tasks
S
Create a Vacation Buy-Back Element
G
Create a vacation buy-back element and link additional absence
O elements.
L
Solution - Creating and Linking Additional Absence Elements
B
.
Create a Vacation Buy-Back Element 8
8
1. Navigate to the Element window:
S
P > Basic > Element Description
(N) Total Compensation
P
2. Datetrack to 01-JAN-1990.
A
E
3. Enter the
L following data: (where xx = your initials) Don't use numbers as a prefix.
xxVaca BuyBack
C Name:
A Reporting Name:
xxVaca BuyBack
Assumptions
Primary Classification:
Information
Processing Type:
Nonrecurring
Termination Rule:
Actual Termination
Multiple Entries Allowed:
Check
Process in Run:
Raju Ch
Uncheck
4.
Save your work.
5.
Choose Input Values button:
Note: You must save after each row is entered before creating a new record
Name
Units
Hours
Hours in 1
Decimal
format (2
places)
Date
2
Date
Bought
6.
Sequence
Required
Open the Element Link window:
.B
8
S
P
A
E
Check
Link your xxVaca BuyBack element to all payrolls.
Check
.C
Database Item
Check
(N) Total Compensation > Basic > Link

7.
User
Enterable
Check
Raju Ch
Practice 14 - Adding an Additional Absence Element to the Net Calculation Rules

Overview
In this practice you will change net calculation rules.
Assumptions
.C
Tasks
Changing Net Calculation Rules
In order for the Vacation Buy-Back element to be included in an employees vacation

accruals, it must be added to the Accrual Plan.
Solution - Adding an Additional Absence Element to the Net Calculation Rules
Change Net Calculation Rules
.B
8
(N) Total Compensation > Basic
8> Accrual Plans
S
2. Query the plan name: Vacation.
P
3. Choose the Net Calculation
P Rules button and enter the following:
A
Element Name:
xxVaca Buy-Back (from list of values)
E
L
Input Value:
Hours (LOV)
C Date Input Value:
Date Bought (LOV)
A
1.
Navigate to the Accrual Plans window:
Effect on Net:
4.
Save your work.
Subtract (LOV)

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Oracle Absence Management

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http://oracleapps88.blogspot.

Setting up Absence Management

Defining Absence Categories and Reasons

xxLabor Representation Leave

Navigate to the Application Utilities Lookups window:

(N) Other Definitions > Lookup Tables

Query Type: ABSENCE _CATEGORY

Enter the categories listed below:

Save your work

Query Type: ABSENCE_REASON

xxUMWA Local Business

xxTextile Local Business

7. Save your work.

Practice 2 - Defining and Linking Absence Elements

You must have access to an Oracle Application Vision database or comparable

Defining and Linking Absence Elements

Make the element available to all employees.

Solution - Defining and Linking Absence Elements

Navigate to the Element window:

Multiple Entries Allowed:

Save your work.

Choose Input Values button:

Sequence Required User

(N) Total Compensation > Basic > Link

Choose from list of values, xxSick Time.

Check the box Link to All Payrolls.

Navigate to the Element Link window:

10. Save your work.

Link xxSick Time to all payrolls

Practice 3 - Defining an Absence Type

Defining an Absence Type

Solution - Defining an Absence Type

Enter the following reasons:

Save your work.

You must have access to an Oracle Application Vision database or comparable

Query or find an employee.

Enter Sick Time

Enter the following data:

xxSick Time Type (this is the Absence Type)

Date of your choice

Actual Start Date:

Same date as the notified date

Same date as Actual Start Date

Save your work.

Practice 5 - Reporting Absence Information

Run a listing of employees by absence types

Run and View an absence report

You must have access to an Oracle Application Vision database or comparable

View absence history for an employee.

List employees by absence type

Navigate to the Absence window:

Enter employee name or assignment number and choose (B) Find.

List employees by absence type

Navigate to the absence type window:

Enter Start and End Dates.

Choose (B) Find.

Export the details to a spreadsheet if desired.

Run the Absence Report

Navigate to the Submit Request window:

(N) Processes and Reports > Submit Processes and Reports

10. Single Request

12. Enter the following parameters:

Absence Type 1 -10

Leave blank unless you want to run for a particular