peoplesoft absence management

PeopleSoft Absence Management 9.1 PeopleBook

March 2012

PeopleSoft Absence Management 9.1 PeopleBook SKU hcm91fp2habs-b0312 Copyright 1988, 2012, Oracle and/or its affiliates. All rights reserved. Trademark Notice Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. License Restrictions Warranty/Consequential Damages Disclaimer This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited.

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Contents

Preface PeopleSoft Absence Management Preface .............................................................................................. xxix PeopleSoft Applications ............................................................................................................................. PeopleSoft HCM Application Fundamentals ............................................................................................. PeopleSoft Absence Management Terms ................................................................................................... PeopleBooks and the PeopleSoft Online Library ....................................................................................... xxix xxix xxix xxix

Chapter 1 Getting Started with Absence Management ................................................................................................ 1 Absence Management Overview ..................................................................................................................... Absence Management Business Processes ..................................................................................................... Absence Management Integrations .................................................................................................................. Absence Management and Global Payroll ....................................................................................................... Absence Management Implementation ........................................................................................................... 1 1 2 2 2

Chapter 2 Understanding Absence Management ......................................................................................................... 5 Common Elements, Absence Features, and Integration .................................................................................. Common Elements Used in This Chapter ................................................................................................ Absence Management Features ...................................................................................................................... Schedules ................................................................................................................................................... Absence Entitlements ............................................................................................................................... Absence Takes .......................................................................................................................................... Absence Types and Reasons ..................................................................................................................... Absence Entry, Approval, and Self Service Features ............................................................................... Integration ........................................................................................................................................................ 5 5 6 6 6 7 7 7 8

Chapter 3 Introducing the Core Application Architecture ........................................................................................ 11 Understanding the Core Application Architecture ........................................................................................ 11

Contents

Understanding Elements ................................................................................................................................ What Is an Element? .............................................................................................................................. Combining Elements Into Rules ............................................................................................................ Why the Core Application Uses Element Name Number (PIN) Processing ......................................... Understanding the Processing Framework ................................................................................................... The Processing Sequence ....................................................................................................................... The Organizational Structure ................................................................................................................. The Processing Structure ........................................................................................................................ Calendars ................................................................................................................................................ Understanding the Batch Architecture Process Flow ................................................................................... Absence Management Modes ................................................................................................................. Payee Selection ...................................................................................................................................... Calculation (Technical) ........................................................................................................................... Arrays Used in Batch Processing (Technical) ........................................................................................ Batch Processing Output Tables ............................................................................................................ Defining Installation Settings ........................................................................................................................ Pages Used to Define Installation Settings ............................................................................................. Indicating an Absence Management Installation ................................................................................... Defining the Default Country ................................................................................................................. Defining Absence Management Installation Settings ............................................................................ Defining Schedule Settings and Loading Dates ...................................................................................... Defining Country-Level Setup ...............................................................................................................

11 11 12 13 14 14 15 17 19 19 20 20 21 23 24 26 26 27 27 27 30 31

Chapter 4 Working with Payee Data .......................................................................................................................... 35 Understanding Payee Data ............................................................................................................................ Understanding Data Retrieval from HR ........................................................................................................ Database System Elements ..................................................................................................................... Arrays ...................................................................................................................................................... Rate Codes .............................................................................................................................................. Frequency ............................................................................................................................................... Triggers .................................................................................................................................................. Assigning an Absence System and Pay Group to a Payee ............................................................................ Understanding Absence System Assignment in HR ............................................................................... Page Used to Assign an Absence System and Pay Group to a Payee ..................................................... Viewing Job Data - Payroll .................................................................................................................... Assigning Pay Groups and Overriding Pay Group Defaults .................................................................. Viewing Payee Data ...................................................................................................................................... Understanding Payee Data Pages in Absence Management ................................................................... Page Used to View Job Information ....................................................................................................... Viewing Job Information ....................................................................................................................... Updating Payee Data ..................................................................................................................................... 35 36 36 36 37 37 38 38 38 40 40 41 42 42 42 42 43

Contents

Sharing Schedule Data ................................................................................................................................... 44 Sharing the Holiday Schedule with HR ................................................................................................. 44 Sharing Schedule Assignments with Time and Labor ........................................................................... 44

Chapter 5 Defining General Element Information ..................................................................................................... 47 Understanding Elements ............................................................................................................................... Understanding Categorization of Elements ................................................................................................... Understanding Data Retrieval Elements ....................................................................................................... System Elements .................................................................................................................................... Arrays ...................................................................................................................................................... Writable Arrays ....................................................................................................................................... Brackets ................................................................................................................................................... Rate Codes ............................................................................................................................................... Historical Rules ....................................................................................................................................... Understanding Calculation Elements ............................................................................................................ Variables ................................................................................................................................................. Dates ........................................................................................................................................................ Duration ................................................................................................................................................... Formulas .................................................................................................................................................. Rounding Rules ....................................................................................................................................... Counts ...................................................................................................................................................... Proration Rules ....................................................................................................................................... Absence Entitlements ............................................................................................................................. Absence Takes ........................................................................................................................................ Accumulators ......................................................................................................................................... Generation Control .................................................................................................................................. Understanding Organizational Elements ...................................................................................................... Element and Eligibility Groups .............................................................................................................. Sections ................................................................................................................................................... Process Lists ............................................................................................................................................ Defining Element Types ................................................................................................................................ Understanding Element Types and Codes .............................................................................................. Page Used to Define Element Types ....................................................................................................... Defining Element Types ......................................................................................................................... Defining Entry Types ..................................................................................................................................... Understanding Entry Types ..................................................................................................................... Page Used to Define Entry Types ........................................................................................................... Defining Entry Types and Element Groupings ....................................................................................... Selecting Entry Types and Displaying Record.Field Combinations ............................................................ Understanding Prompt Views ................................................................................................................ Pages Used to Select Entry Types and Display Record.Field Combinations ......................................... 47 47 49 49 50 50 51 51 51 52 52 53 53 53 53 54 54 54 55 55 56 56 56 57 57 57 58 59 59 61 61 61 61 62 63 63

Contents

Defining Entry Types for Prompt Views ............................................................................................... Defining Industries and Categories ............................................................................................................... Understanding Industries and Categories ................................................................................................ Pages Used to Define Industries and Categories ..................................................................................... Defining Element Names .............................................................................................................................. Understanding Element Names ............................................................................................................... Understanding PIN Codes and Element Name Numbers ....................................................................... Understanding the Process of Selecting Definition As Of Dates ........................................................... Pages Used to Define Element Names .................................................................................................... Defining Element Names ....................................................................................................................... Adding User-Defined Fields to Element Definitions ............................................................................. Entering and Viewing Element Comments ............................................................................................ Selecting Forecasting Options ................................................................................................................ Updating Component Element Information .................................................................................................. Page Used to Update Component Element Information ......................................................................... Updating Component Element Information ............................................................................................ Defining Suffixes .......................................................................................................................................... Understanding Suffixes ........................................................................................................................... Page Used to Define Suffixes .................................................................................................................. Defining Suffixes for Absence Entitlements ..........................................................................................

64 66 67 67 67 68 68 68 70 70 78 78 78 79 79 79 80 81 81 81

Chapter 6 Defining Data Retrieval Elements ............................................................................................................. 83 Understanding Data Retrieval Elements ....................................................................................................... 83 Working with System Elements ..................................................................................................................... 84 Understanding System Elements ............................................................................................................ 84 Understanding Batch Processing of System Elements ............................................................................ 84 Pages Used to Modify and View System Elements ................................................................................ 86 Naming System Elements ...................................................................................................................... 87 Viewing System Element Details ........................................................................................................... 87 Viewing System Element Comments ..................................................................................................... 88 Defining Array Elements .............................................................................................................................. 89 Understanding Array Elements ............................................................................................................... 89 Understanding Batch Processing of Arrays ........................................................................................... 90 Pages Used to Define Array Elements .................................................................................................... 91 Naming an Array Element ...................................................................................................................... 92 Selecting and Defining Information for the SQL Statement .................................................................. 94 Defining Formula Processing for an Array Element .............................................................................. 98 Defining Writable Array Elements ............................................................................................................... 99 Understanding Writable Array Elements ................................................................................................ 99 Understanding Storage Considerations for Writable Array Elements ................................................. 100 Understanding Batch Processing of Writable Array Elements ............................................................ 101

Contents

Pages Used to Define Writable Array Elements ................................................................................... Naming a Writable Array Element ....................................................................................................... Defining Writable Array Records and Fields ....................................................................................... Defining Bracket Elements ......................................................................................................................... Understanding Bracket Elements .......................................................................................................... Understanding Interpolation Methods .................................................................................................. Understanding Batch Processing of Bracket Elements ......................................................................... Pages Used to Define Bracket Elements ............................................................................................... Naming Bracket Elements .................................................................................................................... Defining Lookup Rules for a Bracket Element .................................................................................... Identifying Bracket Search Keys and Return Columns ....................................................................... Entering Bracket Lookup Values ......................................................................................................... Defining Rate Code Elements ..................................................................................................................... Understanding Rate Code Mapping ...................................................................................................... Understanding the Use of Rate Code Elements ................................................................................... Understanding Batch Processing of Rate Code Elements ..................................................................... Common Elements Used in This Section .............................................................................................. Pages Used to Create Rate Code Elements ........................................................................................... Naming Rate Code Elements ............................................................................................................... Creating a Rate Code Element ............................................................................................................. Defining Historical Rule Elements ............................................................................................................. Understanding Historical Rule Elements .............................................................................................. Understanding Batch Processing of Historical Rule Elements ............................................................. Pages Used to Define Historical Rule Elements ................................................................................... Naming Historical Rule Elements ........................................................................................................ Defining the Rule Type and Periods to Be Processed .......................................................................... Defining the Formula for a Historical Rule Element ...........................................................................

101 101 102 103 103 104 104 107 108 108 110 111 112 113 114 115 117 117 118 118 120 120 120 121 122 122 124

Chapter 7 Defining Calculation Elements ................................................................................................................ 127 Understanding Calculation Elements .......................................................................................................... Calculation Element Names .................................................................................................................. Element Pointers .................................................................................................................................. Defining Duration Elements ....................................................................................................................... Understanding Duration Elements ........................................................................................................ Understanding Batch Processing of Duration Elements ...................................................................... Pages Used to Define Duration Elements ............................................................................................. Naming Durations ................................................................................................................................. Defining a Duration Element ............................................................................................................... Using HR Status to Include or Exclude Time ...................................................................................... Defining Variable Elements ........................................................................................................................ Understanding Variable Elements ......................................................................................................... 127 127 128 129 129 133 134 134 135 138 140 140

Contents

Understanding Field Formats ................................................................................................................ Understanding Batch Processing of Variables ..................................................................................... Pages Used to Define Variable Elements .............................................................................................. Naming Variables ................................................................................................................................. Defining a Variable .............................................................................................................................. Defining Date Elements .............................................................................................................................. Pages Used to Define Date Elements .................................................................................................... Naming Dates ....................................................................................................................................... Defining a Date or Calculating a New Date Based on an Existing Date ............................................. Assigning Unique Element Identifiers ................................................................................................. Defining Formula Elements ........................................................................................................................ Understanding Element Pointers in Formulas ...................................................................................... Pages Used to Define Formula Elements .............................................................................................. Naming Formulas ................................................................................................................................. Defining Formulas for Use in Calculations .......................................................................................... Assigning Rounding Rules and Element Pointer Selections ................................................................ Viewing Formulas ................................................................................................................................ Defining Message Elements ........................................................................................................................ Defining Rounding Rule Elements ............................................................................................................. Understanding Rounding Rule Elements .............................................................................................. Pages Used to Define Rounding Rule Elements ................................................................................... Naming Rounding Rules ...................................................................................................................... Defining How Numeric Values Are Rounded ..................................................................................... Defining Count Elements ............................................................................................................................ Understanding Count Elements ............................................................................................................. Pages Used to Define Count Elements .................................................................................................. Naming a Count Element ..................................................................................................................... Defining Counts ................................................................................................................................... Defining Proration Rules ............................................................................................................................ Understanding Proration Rules ............................................................................................................. Pages Used to Define Proration Rules .................................................................................................. Naming Proration Elements ................................................................................................................. Defining Numerators and Denominators ............................................................................................. Defining Generation Control Elements ....................................................................................................... Understanding Generation Control Elements ...................................................................................... Understanding Batch Processing of Generation Control Elements ...................................................... Pages Used to Define Generation Control Elements ............................................................................ Naming Generation Control Elements ................................................................................................. Defining Criteria for Certain Element Conditions in Batch Processing .............................................. Including or Excluding Employee Status Conditions .......................................................................... Including or Excluding Action/Reason Code Combinations ............................................................... Including or Excluding Frequency Codes ............................................................................................ Including or Excluding Segment Status Conditions ............................................................................ Including or Excluding Formula Elements .......................................................................................... Including or Excluding Run Types ......................................................................................................

141 141 142 142 143 143 144 144 144 147 147 148 150 150 151 154 155 156 158 159 163 163 164 165 165 166 166 166 167 167 168 168 169 170 170 173 173 174 174 175 176 177 177 178 178

Contents

Defining Generation Control Frequency ..................................................................................................... Understanding Generation Control Frequency ..................................................................................... Page Used to Define Generation Control Frequency ............................................................................ Defining a Generation Control Frequency ...........................................................................................

179 179 179 179

Chapter 8 Defining Earning and Deduction Elements ............................................................................................. 181 Understanding Earning and Deduction Elements ........................................................................................ Earnings and Deductions ....................................................................................................................... Calculation Rules .................................................................................................................................. Components .......................................................................................................................................... Automatically Generated Accumulators .............................................................................................. Defining Earning Elements .......................................................................................................................... Understanding Setup Steps for Earning Elements ............................................................................... Pages Used to Define Earning Elements ............................................................................................... Naming an Earning Element ................................................................................................................ Defining Calculation Rules for an Earning Element ............................................................................ Viewing Generated Elements for Earnings .......................................................................................... Defining Deduction Elements ..................................................................................................................... Understanding Setup Steps for Deduction Elements ............................................................................ Pages Used to Define Deduction Elements ........................................................................................... Naming a Deduction Element ............................................................................................................... Defining Calculation Rules for a Deduction Element ........................................................................... Viewing Generated Elements for a Deduction ...................................................................................... 181 181 182 182 183 183 184 184 185 186 187 188 188 189 189 190 190

Chapter 9 Setting Up Accumulators .......................................................................................................................... 191 Understanding Accumulators ...................................................................................................................... Accumulator Elements ......................................................................................................................... Balance Accumulators in Batch Processing ......................................................................................... Retroactive Processing and Accumulators ........................................................................................... Defining Accumulators ................................................................................................................................ Pages Used to Define Accumulators ..................................................................................................... Naming an Accumulator ...................................................................................................................... Defining Accumulator Period and Timing Information ....................................................................... Specifying Accumulator Keys ............................................................................................................. Defining the List of Elements That Contribute to an Accumulator ..................................................... Adjusting Accumulator Balances ................................................................................................................ Understanding Accumulator Adjustments ............................................................................................ Page Used to Adjust Accumulators ....................................................................................................... 191 191 192 192 193 193 193 194 198 199 201 201 201

Contents

Adjusting Accumulator Balances ......................................................................................................... 201

Chapter 10 Defining Processing Elements .................................................................................................................. 205 Understanding Processing Elements ............................................................................................................ Common Elements Used in This Chapter ............................................................................................. Understanding Sections .............................................................................................................................. Section Types ....................................................................................................................................... Standard Sections ................................................................................................................................. Payee Sections ...................................................................................................................................... Absence Take Sections ......................................................................................................................... Understanding Process Lists ........................................................................................................................ Functions of Process Lists ..................................................................................................................... Batch Processing and the Process List Manager .................................................................................. Ordering Elements and Sections in a Process List ............................................................................... Retroactive Processing Considerations for Process Lists .................................................................... Setting Up Sections ..................................................................................................................................... Understanding Section Set Up .............................................................................................................. Pages Used to Set Up Sections .............................................................................................................. Naming a Section .................................................................................................................................. Selecting Elements That Constitute a Section ...................................................................................... Creating a Payee Section for a Process List ......................................................................................... Setting Up Process Lists .............................................................................................................................. Understanding Process List Setup ........................................................................................................ Pages Used to Set Up Process Lists ...................................................................................................... Naming a Process List ........................................................................................................................... Identifying Sections Comprising the Process List ............................................................................... 205 205 206 206 207 207 207 208 209 209 210 211 211 211 212 213 213 214 215 215 216 216 217

Chapter 11 Defining Absence Elements ...................................................................................................................... 219 Understanding Absence Element Setup ....................................................................................................... Prerequisites .......................................................................................................................................... Setup Guidelines and Dependencies .................................................................................................... Absence Formulas ................................................................................................................................ Defining Absence Types and Reasons ........................................................................................................ Understanding Absence Types and Reasons ......................................................................................... Page Used to Define Absence Types .................................................................................................... Defining Absence Types ...................................................................................................................... Defining Absence Entitlement Elements .................................................................................................... Understanding Auto Generated Accumulators ..................................................................................... 219 219 219 220 222 223 223 223 224 225

Contents

Pages Used to Define Entitlement Elements ......................................................................................... Naming Entitlement Elements and Enabling Forecasting .................................................................... Defining an Entitlement Amount and Accrual Method ....................................................................... Defining Rounding and Proration ........................................................................................................ Defining Rules for Auto Generated Accumulators .............................................................................. Defining the Start Date and Length of the Accumulator Period .......................................................... Viewing Auto Generated Accumulators .............................................................................................. Defining Supporting Element Overrides for Entitlement Elements ..................................................... Defining Absence Take Elements ............................................................................................................... Understanding Absence Take Elements ................................................................................................ Pages Used to Define Absence Take Elements ..................................................................................... Naming Take Elements and Enabling Configuration for Forecasting ................................................. Defining General Calculation Rules for Take Elements ...................................................................... Selecting the Day Formula, Linked Earnings and Deductions, and Other Take Elements .................. Defining Absence Take Periods and Linked Absences ........................................................................ Defining Take Rules for Negative Balances ........................................................................................ Defining Absence Take Priorities ........................................................................................................ Defining Rules for Absence Forecasting ............................................................................................. Defining Rules for Take Balance Inquiry ............................................................................................ Defining User Defined Result Fields .................................................................................................... Defining Supporting Element Overrides for Take Elements ............................................................... Preparing Absence Elements for Use .......................................................................................................... Setting Up Absence Entitlement Balance Forecasting and Inquiry ............................................................. Understanding How to Enable Absence Entitlement Balance Forecasting and Inquiry ...................... Pages Used to Create a Transaction Definition and Filter Self Service Absence ................................. Creating a Transaction Definition ........................................................................................................ Filtering Absence Events by Status .......................................................................................................

226 227 227 231 232 233 236 236 236 237 240 242 243 245 249 253 255 256 257 258 258 259 259 259 261 262 262

Chapter 12 Using Schedules ......................................................................................................................................... 265 Understanding Work Schedules .................................................................................................................. Creating and Viewing Schedules ................................................................................................................. Understanding Schedule Creation ......................................................................................................... Pages Used to Define and View Schedules ........................................................................................... Defining Schedule Groups .................................................................................................................... Setting Up Shifts .................................................................................................................................. Defining Workdays .............................................................................................................................. Creating Schedule Definitions ............................................................................................................. Defining Shift Details for Schedule Definitions .................................................................................. Viewing Schedule Calendars ............................................................................................................... Validating Work Schedules ........................................................................................................................ Page Used to Validate Schedules .......................................................................................................... 265 269 270 270 271 272 277 278 280 282 284 284

Contents

Validating Schedules ............................................................................................................................ Defining Holiday Schedules ....................................................................................................................... Page Used to Define Holiday Schedules ............................................................................................... Assigning Work Schedules ......................................................................................................................... Understanding Work Schedule Assignment ......................................................................................... Pages Used to Assign Work Schedules ................................................................................................. Assigning Work Schedules to a Payee ................................................................................................. Creating Personal Schedule Definitions ................................................................................................ Comparing Rotations ............................................................................................................................ Using Self-Service Scheduling Features for Managers .............................................................................. Pages Used to Manage Schedules ......................................................................................................... Managing Schedules ............................................................................................................................ Overriding a Shift ................................................................................................................................. Selecting Default Options for Managing Schedules ............................................................................ Finding Replacements .......................................................................................................................... Copying Schedules ............................................................................................................................... Swapping Schedules ............................................................................................................................. Assigning and Creating Schedules ....................................................................................................... Using Self-Service Scheduling Features for Employees ............................................................................ Pages Used to Enter Scheduling Preferences and View Schedules ...................................................... Setting Up Scheduling Preferences ......................................................................................................

284 284 284 285 285 285 286 288 289 290 290 291 294 295 297 297 297 298 298 298 298

Chapter 13 Defining the Organizational Structure ................................................................................................... 301 Understanding the Organizational Structure ............................................................................................... Defining Element Groups ........................................................................................................................... Understanding Element Groups ............................................................................................................ Pages Used to Define Element Groups ................................................................................................. Naming an Element Group .................................................................................................................... Inserting Elements into Element Groups ............................................................................................. Defining Eligibility Groups ........................................................................................................................ Understanding Eligibility Groups ......................................................................................................... Page Used to Define Eligibility Groups ................................................................................................ Inserting Element Groups Into Eligibility Groups ............................................................................... Defining Pay Entities .................................................................................................................................. Understanding Pay Entities ................................................................................................................... Pages Used to Define Pay Entities ........................................................................................................ Entering Address Information for a Pay Entity .................................................................................... Entering Processing Details for a Pay Entity ....................................................................................... Defining Pay Groups ................................................................................................................................... Understanding Pay Groups .................................................................................................................... Understanding Overrides of Pay Group Defaults ................................................................................. 301 302 303 303 303 304 306 306 307 307 307 308 309 309 310 312 312 312

Contents

Pages Used to Define Pay Groups ......................................................................................................... 312 Defining Pay Group Parameters ........................................................................................................... 313 Defining Default Rounding, Proration, and Frequency Conditions for a Pay Group .......................... 315

Chapter 14 Using Calendars ......................................................................................................................................... 319 Understanding Calendars ............................................................................................................................ Common Elements Used in This Chapter ............................................................................................. Calendar Process Flow ......................................................................................................................... Creating Calendars ............................................................................................................................... Defining Run Types .................................................................................................................................... Page Used to Define Run Types ........................................................................................................... Specifying Processing Parameters ........................................................................................................ Creating Periods .......................................................................................................................................... Pages Used to Create Periods ................................................................................................................ Defining a Single Period ...................................................................................................................... Using Automatic Period Creation ........................................................................................................ Creating Single Calendars ........................................................................................................................... Prerequisites .......................................................................................................................................... Pages Used to Create Single Calendars ................................................................................................. Linking Criteria Associated with a Calendar ....................................................................................... Overriding Generation Control Frequencies for a Calendar ................................................................ Overriding Supporting Elements for a Calendar .................................................................................. Excluding Elements From a Calendar .................................................................................................. Creating a Set of Calendars .......................................................................................................................... Prerequisites .......................................................................................................................................... Page Used to Create a Set of Calendars ................................................................................................ Creating a Set of Calendars .................................................................................................................. Defining Calendar Groups .......................................................................................................................... Understanding Calendar Groups ........................................................................................................... Page Used to Create Calendar Groups .................................................................................................. Creating a Calendar Group ................................................................................................................... Entering Calendar Override Instructions for a Payee ................................................................................. Understanding Calendar Overrides ....................................................................................................... Pages Used for Entering Calendar Override Instructions for a Payee .................................................. Selecting the Calendars to Override ..................................................................................................... Entering Processing Instructions for a Period Segment ....................................................................... 319 319 320 321 322 322 322 325 325 326 328 331 331 331 332 335 336 336 337 337 338 338 340 341 342 342 344 344 344 345 346

Chapter 15 Entering Absences ..................................................................................................................................... 347

Contents

Entering, Updating, and Voiding Absence Events ..................................................................................... Understanding Absence Entry ............................................................................................................... Pages Used to Enter, Update, and Void Absence Events ...................................................................... Entering, Updating, and Voiding Absences ......................................................................................... Entering Detailed Information About an Absence ............................................................................... Forecasting Absence Entitlement Balance During Absence Entry ............................................................. Understanding Absence Entitlement Balance Forecasting ................................................................... Pages Used to Forecast Absence Entitlement Balances ........................................................................ Reviewing Absence Entitlement Balance Forecast Results ................................................................. Reviewing Forecast Messages ............................................................................................................. Viewing Current Absence Entitlement Balances and Running the Absence Entitlement Balance Inquiry Process ..................................................................................................................................................... Pages Used to Start the Balance Inquiry Process and View Balances .................................................. Viewing a Payee's Entitlement Balances ............................................................................................. Running the Balance Inquiry Process .................................................................................................. Adjusting and Overriding Entitlement Balances ........................................................................................ Pages Used to Adjust Entitlements ....................................................................................................... Adjusting a Payee's Entitlement for a Single Calendar Period ............................................................ Redefining a Frequency-Based Entitlement Rule ................................................................................ Reviewing Daily Absence Records .............................................................................................................

347 347 348 349 353 358 359 360 360 363 364 364 365 365 366 366 367 368 369

Chapter 16 Managing Extended Absences .................................................................................................................. 371 Understanding Extended Absences .............................................................................................................. Understanding Attachments in Extended Absences .............................................................................. Understanding Configurable Sections in Extended Absences .............................................................. Setting Up Configurable Sections for Extended Absences .......................................................................... Pages Used to Set Up Configurable Sections ........................................................................................ Setting Up Record Definitions .............................................................................................................. Setting Up Section Definitions .............................................................................................................. Configuring Fields in Template Sections .............................................................................................. Entering Template Identification Information ...................................................................................... Defining Template Sections .................................................................................................................. Configuring Template Sections ............................................................................................................. Defining Section Field Default Values ................................................................................................. Setting Up Extended Absences .................................................................................................................... Setup Tasks for Extended Absences ..................................................................................................... Requesting Extended Absences ................................................................................................................... Pages Used to Request Extended Absences .......................................................................................... Requesting Extended Absences ............................................................................................................ Request Extended Absence Configurable Sections .............................................................................. Managing Extended Absences ..................................................................................................................... 371 371 379 387 388 388 390 392 393 394 394 397 398 398 399 399 399 401 402

Contents

Pages Used to Manage Extended Absences .......................................................................................... 402 Viewing Extended Absence History ..................................................................................................... 403 Administering Extended Absence Requests ......................................................................................... 403

Chapter 17 Setting Up Self Service Absence Transactions ........................................................................................ 405 Understanding Self Service Setup Tasks .................................................................................................... Prerequisite ........................................................................................................................................... Common Elements Used in This Chapter ............................................................................................. Setup Tasks for Self Service Absence Transactions ............................................................................ Defining Self Service Absence Rules by Country ...................................................................................... Pages Used to Define Self Service Absence Rules by Country ............................................................ Selecting Fields for Displaying Entitlement Balances .......................................................................... Selecting Fields for Displaying Absence History ................................................................................. Selecting Forecasting Options and Fields ............................................................................................. Entering Balance Elements and Selecting Display Options .................................................................. Selecting Absence Event Deletion Options .......................................................................................... Defining Self Service Absence Rules by Take Element ............................................................................. Understanding PeopleSoft Delivered Approval Process IDs and Approval Framework Events ......... Understanding Absence Duration and End Date Calculations ............................................................. Understanding Forecasting Messages ................................................................................................... Pages Used to Define Self Service Absence Rules by Take Element ................................................... Defining Units, Administrative Rules, and Display Rules for Absence Requests ............................... Defining Rules for Entering Absence Dates ......................................................................................... Defining User Fields ............................................................................................................................. Defining Forecasting Rules ................................................................................................................... Customizing Forecasting Messages ...................................................................................................... Linking Configurable Section Templates to Extended Absence Components ..................................... Defining Forecasting Rules for Self Service Absence Requests ................................................................. Pages Used to Define Self Service Forecasting Rules .......................................................................... Defining Rules for Self Service Absence Entitlement Balance Forecasting ......................................... Defining Rules for the Self Service Balance Inquiry Process ............................................................... Reviewing System Generated Forecasting Error Status Messages ....................................................... Viewing or Modifying Text on Self Service Absence Pages ....................................................................... Delivered Text Catalog Entries for Absence Management ................................................................... 405 405 406 406 406 407 407 408 409 410 411 412 413 414 417 418 419 422 424 425 426 427 428 429 429 430 430 436 436

Chapter 18 Entering and Approving Self Service Absence Requests ...................................................................... 437 Prerequisite .................................................................................................................................................. 437 Understanding the Absence Request Transactions ..................................................................................... 438

Contents

Managing Employee Self Service Pages ..................................................................................................... Self Service Pages Used by Employees to Manage Absence Requests ................................................ Requesting Absences ............................................................................................................................ Viewing the Monthly Schedule ............................................................................................................ Viewing Absence Balances .................................................................................................................. Viewing Absence Request History ...................................................................................................... Viewing Absence Request Details ....................................................................................................... Forecasting Absence Entitlement Balances ......................................................................................... Selecting a Job Title ............................................................................................................................. Managing Employee Absences Through Time and Labor Self Service ...................................................... Managing Manager Self Service Pages ....................................................................................................... Self Service Pages Used by Managers to Manage Absence Requests .................................................. Requesting Absence on Behalf of an Employee .................................................................................. Viewing Employee Absence Requests .................................................................................................. Viewing Absence Balances .................................................................................................................. Approving and Denying Absence Requests ......................................................................................... Reviewing Absence Request History .................................................................................................... Managing Manager Absences Through Time and Labor Self Service ........................................................

439 439 440 446 447 448 450 452 454 454 457 457 458 461 463 464 466 468

Chapter 19 Using Approvals with Absence Management .......................................................................................... 471 Understanding the Approval Process ........................................................................................................... Approval Workflow Engine and Absence Management ....................................................................... Configuring Approval Transactions ...................................................................................................... Understanding the Approval Process Design ........................................................................................ 471 471 474 474

Chapter 20 Working with Delegations in Absence Management .............................................................................. 477 Understanding Delegation ............................................................................................................................ Delegation Framework .......................................................................................................................... Reviewing Delivered Absence Management Delegation Set Up ................................................................ Delivered Delegation Set Up for Absence Management ...................................................................... Reviewing Workflow Transactions ....................................................................................................... Reviewing Permission Lists and Roles for Delegation ......................................................................... Defining Installation Settings ................................................................................................................ Reviewing Delegation Transactions ...................................................................................................... Adding Delegation Request Through Self Service ...................................................................................... Steps to Set Up Delegation Through Self Service ................................................................................ Example of Delegating Absence Authority .......................................................................................... 477 477 478 478 478 479 481 481 481 482 482

Contents

Chapter 21 Setting Up Overrides ................................................................................................................................ 491 Understanding Overrides ............................................................................................................................ Common Elements Used in This Chapter ............................................................................................. Override Levels .................................................................................................................................... Overrides Available for Primary Elements .......................................................................................... Overrides Available for Supporting Elements ..................................................................................... Begin and End Date Logic for Overrides ............................................................................................. Payee Overrides and Segmentation ...................................................................................................... Defining Pay Entity Overrides .................................................................................................................... Understanding Processing Rules for Pay Entity Overrides .................................................................. Page Used to Define Pay Entity Overrides ........................................................................................... Overriding the Value of Elements That Are Associated with a Pay Entity .......................................... Defining Pay Group Overrides ................................................................................................................... Understanding Pay Group Overrides .................................................................................................... Page Used to Define Pay Group Overrides ........................................................................................... Defining Payee Overrides ........................................................................................................................... Understanding Payee Overrides ............................................................................................................ Understanding Processing Rules for Payee Overrides ......................................................................... Page Used to Define Payee Overrides ................................................................................................... Overriding Supporting Element Values for Payees ............................................................................. Defining Pay Calendar Overrides ............................................................................................................... Defining Overrides through Elements ........................................................................................................ Resolving Overrides in Batch Processing ................................................................................................... 491 491 492 492 493 495 495 497 498 499 499 500 500 500 501 501 501 502 502 502 503 503

Chapter 22 Managing Element Eligibility and Resolution ....................................................................................... 505 Element Eligibility ...................................................................................................................................... Element Resolution ..................................................................................................................................... Understanding Element Resolution ....................................................................................................... Definition as of Date ............................................................................................................................ Begin and End Dates ............................................................................................................................ Generation Control ............................................................................................................................... Overrides .............................................................................................................................................. Recalculate Options .............................................................................................................................. 505 508 508 508 508 509 509 509

Contents

Chapter 23 Processing Absences ................................................................................................................................... 513 Understanding Absence Processing ............................................................................................................ The Absence Entitlement Process ........................................................................................................ The Absence Take Process .................................................................................................................... Absence Processing Features ............................................................................................................... Absences and Segmentation ................................................................................................................. Absences and Retroactive Processing ................................................................................................... Preparing to Run the Entitlement or Take Process .............................................................................. Absence Processing Preparations ......................................................................................................... Absence Processing Sequence ............................................................................................................. Absence Processing Phases and Options .............................................................................................. Status Codes and Process Indicators .................................................................................................... Entering Processing Instructions ................................................................................................................. Pages Used to Enter Processing Instructions and Define Run Control Parameters .............................. Entering Processing Instructions .......................................................................................................... Restarting the Process ........................................................................................................................... Debugging and Tuning ......................................................................................................................... Creating Group Lists ................................................................................................................................... Page Used to Create a Group List ......................................................................................................... Creating a Group List ........................................................................................................................... Creating Process Streams ............................................................................................................................ Understanding Stream Processing ......................................................................................................... Prerequisites .......................................................................................................................................... Page Used to Create Streams ................................................................................................................ Creating Streams .................................................................................................................................. 513 514 514 516 518 518 519 519 520 521 523 527 528 528 532 533 535 535 535 536 536 536 537 537

Chapter 24 Viewing and Finalizing Absence Results ................................................................................................. 539 Common Elements Used in This Chapter ............................................................................................. Viewing Absence Processing Results ......................................................................................................... Viewing the Log File .................................................................................................................................. Viewing Processing Statistics ..................................................................................................................... Pages Used to View Processing Statistics ............................................................................................. Viewing Processing Statistics by Calendar Group ............................................................................... Viewing Processing Statistics by Calendar .......................................................................................... Viewing Payee Iterative Lists ..................................................................................................................... Page Used to View Payee Iterative Lists .............................................................................................. Viewing the Payee Iterative List ........................................................................................................... 540 540 541 547 547 548 549 550 550 550

Contents

Viewing Payee Messages ............................................................................................................................ Pages Used to View Payee Messages ................................................................................................... Reviewing Payee Messages ................................................................................................................. Viewing Payee Status and Updating a Payee's Processing Instructions ..................................................... Page Used to View Payee Status and Update a Payee's Processing Instructions .................................. Reviewing Payee Status and Processing Instructio

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