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Introduction

Organization has a adjustment plan created where there is no periodic accrual but balances are added on adhoc basis. Now the requirement is to ensure that the Absence (Absence Type) is only visible on the Global Absence Recording User Interface when a employee has a positive balance. If the balance is 0 then the absence type should not be visible.

Solution

Creating a Absence Accrual Plan which has plan term of Calendar year and and zero accruals. The plan has “Balances and Adjustment” checkbox enabled and “Compensatory” adjustment reason is enabled.

Next we need to associate “Adjustment Leave” with the above Adjustment Accrual Plan.

Also, we need to create a eligibility profile which is based upon a Fast Formula which checks for the Balance Value as on system date and if the value is positive (greater than zero) then returns eligible as ‘Yes’ else ‘No’

Configuration Snapshots

First we will configure the “Adjustment Accrual Plan

Table

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Text, table

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Graphical user interface, application, table

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Text

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Next we need to create a Table Type Value Set 

Table

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Attribute Name

Attribute Value

Value Set Code

GET_ADJUSTMENT_PLAN_BAL_VS

Description

Table Type Value Set to fetch Adjustment Plan Balance on System Date

Module

Global Human Resources

Validation Data Type

Table

Value Data Type

Number

FROM Clause

(select level-1 counter from dual connect by   level <= 1000000)

Value Column Name

counter

Value Column Type

Number

Value Column Length

0

ID Column Name

counter

ID Column Type

Number

ID Column Type

0

WHERE Clause

counter =

 (

select sum(A.value)

from

(

select papf.person_number,aapft.name absence_plan_name, apaed.type,apaed.value, apaed.adjustment_reason,apaed.procd_date

from   per_all_people_f papf,anc_absence_plans_f_tl aapft,anc_per_acrl_entry_dtls apaed

where  papf.person_id = apaed.person_id 

and    apaed.pl_id = aapft.absence_plan_id 

and    aapft.name = 'Adjustment Accrual Plan'

and    aapft.language = 'US'

and    trunc(sysdate) between aapft.effective_start_date and aapft.effective_end_date 

and    trunc(sysdate) between papf.effective_start_date and papf.effective_end_date 

and    papf.person_number = :{PARAMETER.PERSON_NUMBER}) A

where A.procd_date <= SYSDATE

)

 

Next, we would need to create a “Participant and Rate Eligibility” Type Fast Formula

ADJUSTMENT_LEAVE_ELIGIBILITY 

/* Formula Name: ADJUSTMENT_LEAVE_ELIGIBILITY

   Formula Type: Participation and Rate Eligibility

   Description : Custom Global Participation and Rate Eligibility Attached to Adjustment Leave Absence Type

   

   Change History:

   *************************************************************************************************

   Version Date Created By

   1.0 10-Oct-2020 Ashish Harbhajanka

   ********************************************************************************

*/

DEFAULT FOR PER_ASG_PERSON_NUMBER is 'X'


lc_person_number = PER_ASG_PERSON_NUMBER    

lc_eligible = 'N'

lc_value_set_val = 'X'

ln_value_set_val = -999

ELIGIBLE = 'N'


lc_value_set_val= GET_VALUE_SET('GET_ADJUSTMENT_PLAN_BAL_VS','|=PERSON_NUMBER='||lc_person_number)

ln_value_set_val = TO_NUMBER(lc_value_set_val)

L_LOG = ESS_LOG_WRITE('Value of ln_value_set_val: ' || to_char(ln_value_set_val))

IF (ln_value_set_val > 0)

THEN

(lc_eligible = 'Y')

ELIGIBLE = lc_eligible

RETURN ELIGIBLE

 

Graphical user interface, text, application

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Next, we will create Absence Type “Adjustment Leave

Graphical user interface, text, email

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Graphical user interface, text, application, email

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A picture containing graphical user interface

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And with this configuration work is complete.

Verification

We would first try to check whether the Absence Type is visible for a employee who is not enrolled in the Adjustment Plan. As there is no plan enrolled there will be no balance and hence the “Adjustment Leave” should not be visible on the drop down list (on Absence Recording Page)

Graphical user interface, website

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Graphical user interface, website

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Now, we will verify whether the absence type is visible for an employee who is enrolled in the plan but has zero balance.

Graphical user interface, text, application, email

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Graphical user interface

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Now we will add a Balance of 1 Day on 10/10/2020 and then check if the Absence type starts appearing in the drop-down list.

Graphical user interface

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Summary

So, this is how we can control the visibility of Absence Type based on the balance available with the associated absence plan.

If the employee is not enrolled in plan then there is no balance on SYSTEM Date hence Absence Type is NOT VISIBLE

If the employee is enrolled in plan but has 0 balance on SYSTEM Date then Absence Type is NOT VISIBLE

If the employee is enrolled in plan but has -ve balance on SYSTEM Date then Absence Type is NOT VISIBLE

If the employee is enrolled in plan but has +ve balance on SYSTEM Date then Absence Type is VISIBLE

 

ADJUSTMENT_LEAVE_ELIGIBILITY_FF


Ashish Harbhajanka

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About the Author

Ashish Harbhajanka

 

Oracle Fusion HCM Techno Functional Consultant with overall 10 years of Experience in software industry with 5 years in EBS HRMS and rest 5 in Fusion HCM.

My areas of intesrest in Fusion HCM include :

a) Inbound Outbound Integration using FBL/HDL or BIP/HCM Extracts.

b) Fast Formula

c) BIP Reports

d) OTBI Reports

e) RESTFUL API / Web Service Call

f) Functional Setup

g) End to End Testing

h) Regression Testing

i) Preparing COnfiguration Workbooks

j) Creating Speed Solutions

k) Preparing User Guides

l) UPK

........

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