Apps To Fusion

We have defined absence  and absence element and create testing for leave in previous post. The part 1 of this article can be accessed  from this link. In this Post we will discuss about how to handle encashment, opening balance, adjustment and designing of accrual plan.

Create Element For Opening Balance.
 NOTE : Go to ’01-JAN-1950’ using date track mode before creating element.
 N: HRMS Super User  Total Compensation  Basic Element Description

Element Name	Annual Leave Opening Balance
Primary Classification	Information
Description	This Element Capture Opening balance.
Type	Non Recurring
Input Values	Opening Balance(Day)
	Effective Date(Date)
	Reason (Character)
	Future1 (Character)
	Future2 (Character)

 Save element and click on Input value and define input values.





Create Element For Adjustment.

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

N: HRMS Super User  Total Compensation  Basic Element Description

Element Name	Annual Leave Adjustment
Primary Classification	Information
Description	This Element Capture Adjustment balance
Type	Non Recurring
Input Values	Adjustment Days  (Day)
	Effective Date (Date)
	Reason(Character)
	Future1 (Character)
	Future2 (Character)

Save element and click on Input value and define input values.





Create Element For Encashment.

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

N: HRMS Super User  Total Compensation  Basic Element Description

Element Name	Annual Leave Encashment
Primary Classification	Information
Description	This Element Capture Encashment of leave balance.
Type	Non Recurring
Input Values	Encashment Days (Day)
	Effective Date (Date)
	Reason(Character)
	Future1 (Character)
	Future2 (Character)

Save element and click on Input value and define input values.







Create Link for  above 3 all elements.

N: HRMS Super user  total Compensation Link

Element	Annual Leave Opening Balance
Eligibility Criteria(Link to organization)	Vision Corporation

Element	Annual Leave Adjustment
Eligibility Criteria(Link to organization)	Vision Corporation

Element	Annual Leave Encashment
Eligibility Criteria(Link to organization)	Vision Corporation

Define Accrual Plan

N: HRMS Super user  total Compensation Accrual plan

Plan Name	Annual Leave Plan
Accrual Category	Vacation
Accrual Units	Days
Description	Accrual Plan For Annual Leave
Accrual Formula	PTO_PAYROLL_CALCULATION
Carry Over Formula	PTO_PAYROLL_CARRYOVER
Absence Element	Annual Leave Element
Units	Days
Effective date	01-JAN-2000

Create Accrual bands.

N: HRMS Super user  total Compensation Accrual PlanAccrual band



NOTE : From Accrual Band seeded fast formula will  calculate Accrual days monthly if you are using seeded formula otherwise you can customize that formula.


Create Net Calculation Rules.
N: HRMS Super user  total Compensation Accrual PlanNet Calculation Rules






Create link for Accrual plan .

N: HRMS Super user  Total Compensation Link


NOTE: when you create accrual plan then below system will automatically generate below elements. System will automatic generate element link for below elements and link below 5 elements to  criteria defined for absence Element link. So check element link is automatically for below elements and if it is not generated automatically then manually create element link.


1) Annual Leave Plan
2) Annual Leave Plan Carried Over
3) Annual Leave Plan Payroll Balance
4) Annual Leave Plan Residual
5) Annual Leave Plan Tagging

Element	Annual Leave Plan
Eligibility Criteria(Link to organization)	Vision Corporation

Element	Annual Leave Plan Carried Over
Eligibility Criteria(Link to organization)	Vision Corporation

Element	Annual Leave Plan Payroll Balance
Eligibility Criteria(Link to organization)	Vision Corporation

Element	Annual Leave Plan Residual
Eligibility Criteria(Link to organization)	Vision Corporation

Element	Annual Leave Plan Tagging
Eligibility Criteria(Link to organization)	Vision Corporation

Enroll Employee to Accrual plan


N: HRMS Super User Perople Enter and Maintain Assignment Entries

NOTE : Attach Accrual plan to Employee At Hire Date in standard practice.





Check accrual balance


N : HRMS super UserFast Path Accruals



NOTE : Here system  is showing Net Entitlement  18 because i am checking accrual balance on 30- Sep-2011 and we have entered Accrual rate 24 in Accrual Band while defining Accrual Plan so system add 2 leaves after each month in Annual Leave Plan. Here we are using seeded formula for Accrual , so we can customize accrual plan details.




Create Absence.


Enter Absence (Don’t save absence now)











Click on Accrual button and check Accrual Before Absence.


Now save leave and again check accrual before and after absence.



Check accrual balance Again.


N : HRMS super UserFast Path Accruals


NOTE : Here system is showing Net Entitlement 13 because leave of 5 days is entered in system so it is deducted from actual balance.




In next post of Accrual plan Setup I will Discuss  how to Run  Carry Over of  Accrual Balance and Leave Encashment Process .
I will also discuss how to Customize Fast formula for Accrual and Carry over process.