Leave Management

High Level Setup details for the Leave Management and Accrual Plan Setup

Define the lookup for ABSENCE_CATEGORY and ABSENCE_REASON

Navigate to the element form

1. Define an element Name and Description
2. Select the classification as Earning or Information
3. Select the type as 'Non Recurring'
4. Select the termination rule 'Actual Termination, final close or Last Standard process'
5. Select the option Multiple entry,
6. Process in run(optional)
7. Enter the qualification condition if needed
8. Save the Element
9. Create the link for the element

Absence Type form

1. Enter the name of the Absence Type (Best Practice same name as the Element defined)


2. Select the Category of the Absence


3. Associate the element that is defined above


4. Select the Input Value


5. Units get selected same as the one which we defined in the element input value


6. Select the Balance either Increasing or Decreasing


7. Select the list of Reason for the LOV

You can end the setup if you want to just use the abscence element as the adhoc abscence type. To define the PTO accrual follow the below steps

Accrual Plan form

1. Enter the Accrual Name (Same as the Absence Name)


2. Select the Accrual Category, based on the category that is selected the balance will be displayed in the SOE


3. Select the Accrual start date, based on the date we select the accrual balance will be calculated


4. Accrual Units will be same as the Unit the we selected above in the Absence type


5. Select the Accrual formula provided by the oracle or a custom formula based on the business requirement


6. Select the carryover formula seeded one or the custom one based on the requirement


7. Select the Absence information form the list.


8. Based on the Business requirement select the Balance reset date e.g if you need to reset the accrual count on Jan 1st, select the option 1 January. We can also build our custom balance if needed


9. Select the Period of ineligibiltiy: Legth, units or any custom formula


10. Save the work.


11. This will create 5 element and also link will be created automatically similar to the Absence element link


12. Enter the accrual Band


13. Optionally you can include Net Calculation Rule in addition to the once which is created during the accrual definition


14. Save the work


15. Attach the Accrual Plan to the employee assignment

Following are the elments created autmatically once an accrual plan is saved

• Accrual Plan


• Acrual Plan Payroll Balance


• Accrual Plan Carried over


• Accural Plan Residual


• Accrual Plan Tagging

Try it out!!!

Element Definition

Element are the Building Blocks for both HR Analysis and for the Payroll Processing

Elements can be used define Salary, Benefits, Absence from Work etc..

Here is the brief description of creating element in general.

Before we start building a new element we need to identify

• Whether the element is a recurring or nor recurring
• Whether we need to process it in the payroll
• Whether it is deduction or earning or information or non taxable or non payroll payment etc..
• What are the input and the output expected from the element
• Whether we need to build any formula for processing an element
• Whether the element is to be linked to all employees or is there any eligibility criteria that has to be set.
• What is the currency that is going to be used for processing
• Whether we need to cost the element.
• Whether the element is taxable or non-taxable

Once we are able to identity the type of element from the above list of criteria.

List of steps for creating the element

1. Select the Effective date
2. Enter the Element Name
3. Enter the reporting name- The name which will be displayed i the SOE (Optional)
4. Enter the Brief description about the element
5. Select the classification of the Element form the LOV-this classification may vary from Legislation to legislation
6. Select whether the element is Recurring or non Recurring
7. Based on the termination Rule that you want to set for your element, choose the option Actual Termination, Final close or Last Standard process
8. Choose Multiple entries for the Non Recurring element Additional Entries if needed from the recurring element, Process in Run for the element that need to be process through payroll.
9. choose the option closed for entry if want to prevent any new entry for this element, this does not affect the entries which are previously defined.
10. Select the Currency Input and Output if not using the default currency defined in the BG
11. Select the Tax With holding rule from the Further Information DFF.
12. Priority of element processing will be defaulted based on the classification selected
13. Skip Rule can be selected based on the requirement.
14. Save the Element definition
15. Enter the Input Value, Select the Input Value type based on the element e.g Date, Number, money or Time
16. Select the Option Database Item if we plan to use the Input value in the Fast formula for any processing
17. Enter the Default Value for the Input Value if needed
18. Save the Input Value Definition
19. Select the Balance Feed if we need to feed any Balance in addition to the Default balance created

Defining Element Link

Once we define the element, We need to Link the Element before we can able to use the element for any assignment

1. Set the Effective date
2. Select the element from the element link Form
3. Select the Standard Link if the element need to be attached to all the assignment
4. Select the Eligibility criteria based on Job, Position, Grade, salary Basis, Payroll , Group, position and Location
5. Select the costing if the element need to be costed and transferred to GL
6. Select the qualification condition based on Age and the Length of Service
7. Save the work

Attach the element to the assignment

Enjoi HRMS implementation :)

Security Profiles Setup

Once the Business Group is Setup a Default Security Profile will be created with the same name as the Business group with security type as "View All Organization", It is Strongly recommended not do modify the default Security Profile.

Attach this profile option to HR:Security Profile and attach the Business Group to the HR:Business Group at the site level if it is the Base Business Group or attach it to the responsibility if it is the Multi Business Group

In case of the multi Business Group, if we need to enable the Security Group ,
set the Profile option 'Enable Security Groups' to yes at the Application level,


Either we can attach the new security group manually to each responsibility at the time of attaching it to the User or we can able to create the responsibility for each of the Security group defined by running the concurrent program 'Enable Multiple Security Group process'


To Build the Custom Security Profile:

Enter the name of the Security profile and select the Business Group from the LOV. Now three type of security can be assigned

• 'Secure Organization by Single Operating Unit' or 'Secure by Operating unit and Inventory organization' are for the restricting certain Financial and Manufacturing Business View.Attach this profile option to MO:Security Profile at the responsibility level

• 'Secure Organization by Organization Hierarchy and or Organization List', this security type is for the restricting the user to access certain Organization based on the hierarchy. Select the Organization hierarchy from the LOV, you can include the top organization in the hierarchy or you can exclude the Business Group. Once the necessary setup is done you can attach this security profile to the Responsibility level in the Profile Option HR:Security Profile.

Note: Once the security is setup we need to run the concurrent program 'Security List Maintenance' and choose the parameters based on the requirement.

Enjoii Implementing :)

Business Group Creation

To start new implementation or even during planning Phase we need to come up with the plan Whether we need to go for Multi business Group or Single Business Group

The Need to go multi Business Group:

• If you are going for the global Implementation with Multiple Legislation
• If you going to implement Payroll then we need to have the Localization specific to the Particular country
• If suppose the company mainly operates in one country and if they have very few employees in the Other countries we can go for two BG once for the home country and other for the Rest of the World

Single Business Group are advantages if the company operates in only one country.

If suppose the instance in single BG and if the business exist in multiple Legislation.If the instance is already live then we need to do a shared HR to a Full HRMS conversion. The Best Practice to follow for this conversion is

• Create the new BG with the required Legislation
• Migrate the Employees data to the new business group
• Also we need to take care of the migration of Legal entity, Organization and the operating Unit
• After the Data migration we need to apply the legislation Patches and the Run HRGlobal.drv

Once the HRGlobal.drv is run, all the legislation specific data will be loaded automatically, Based on the Legislation code the Bank and the Legal entity flexfield get mapped to the BG

To View the data across Business Group use the Profile option HR:CROSS BUSINESS GROUP

Rest in the Next Post.......