pto_everyting.doc

8/10/2019 PTO_Everyting.doc

http://slidepdf.com/reader/full/ptoeverytingdoc 1/34

11iHRMS

Almost Everything you Wanted to Knowabout PTO Paid Time O!

Tired of jumping through hoops to set up PTO?

Sherri Harley HRMS 12/15/20141



11iHRMS


ACCRUAL PLAN STRUCTURE 3

ACCRUAL BALANCES MANTANE! B" T#E PA"ROLL RUN $

%h& Use ' P'&ro(( B'('n)e? 4

#o* The B'('n)e s M'int'ined 4

NOTES +

%h& 'm pi),ing n)re'sing? 14

Increasing Balances of Time Taken 14

Decreasing Balances of Time Remaining 14

-ener'ted E(ements 17

#o* To Set Up An A))ru'( P('n To Use ' B'('n)e 18

Seeded Accrual Type Formulas 21

Ineligiili!y Formula 22

"escrip!ion o# Seeded Accrual Formulas 22Summary o# Rules in Seeded Formulas 24

$hanging and Adding Rules in Formulas 25

A))ru'( St'rt !'te for Ne* #ires 25

%eriod o# Ineligiili!y 26

&a!ch 'lemen! 'n!ry and !he Ineligiili!y %eriod 26

Ho( !he Seeded %T)*%A+R),,*&A,A-$'*$A,$.,ATI)- Formula In!erpre!s !he S!ar!Rules 26

A))ru'( B'nds 27

,eng!h o# Serice &ands 27

,eng!h o# Serice )erride 28

)!her &anding $ri!eria 28

#e(pfu( Notes.!o)uments 29

oal 34Fi 34




11iHRMS


A))ru'( P('n Stru)ture

In )racle HRMS accrual plans are ased on elemen!s #ormulas and a ne! accrual calcula!ion3

All o# !hese are aailale #or you !o con#igure so you hae comple!e con!rol oer !he rulesunderlying your plans3 )racle HRMS does no! s!ore ne! accrual !o!als3 I! calcula!es grossaccruals dynamically y calling !he Accrual #ormula3 The ne! accrual calcula!ion speci#ies !heelemen! en!ries !ha! should add !o or su!rac! #rom !his #igure !o crea!e !he ne! en!i!lemen!3

I# you use )racle %ayroll you can se! up your accrual plan so !ha! gross accruals are s!ored in apayroll alance3 'ach payroll run re!riees !he la!es! alance and calls !he accrual #ormula !ocalcula!e ne( accruals since !he end o# !he las! payroll period3 This approach using a payrollalance is op!ional u! proides per#ormance enhancemen!s i# you need !o calcula!e accruals ina a!ch process




11iHRMS


A))ru'( B'('n)es M'int'ined B& the P'&ro(( Run

I# you use )racle %ayroll you can choose !o use a payroll alance !o s!ore gross accruals #or an

accrual plan3 +ou do !his y selec!ing a alance dimension 6such as calendar year !o da!e7 (henyou de#ine !he accrual plan3 The sys!em !hen au!oma!ically genera!es !he alance ando!her componen!s you re8uire3

%h& Use ' P'&ro(( B'('n)e?

Some a!ch processes such as !he .S $hec9 :ri!er call !he accrual #ormula !o calcula!e %T)accruals #or each assignmen!3 I# you use such processes you (ill ene#i! #rom #as!er a!chprocessing i# you se! up your accrual plan !o use a payroll alance3 This reduces !he numer o# calcula!ions !he #ormula has !o per#orm3

#o* The B'('n)e s M'int'ined

%ayroll Run calls !he %ayroll Formula 6da!aase i!em7 calls !he Accrual Formula!ha!

ma9es an en!ry !o !he &alance 'lemen!Feeding !he %ayroll &alance

The payroll run main!ains !he payroll alance3 :hen !he payroll run processes an accrualplan elemen! en!ry i! calls an )racle %ayroll #ormula associa!ed (i!h !he accrual plan elemen!3

This #ormula calls your accrual #ormula !o calcula!e !he gross accrual passing in !he #ollo(ingin#orma!ion;

< The name o# !he da!aase i!em #or !he payroll alance so !he accrual #ormula can re!riee !henumer o# days or hours curren!ly in !he payroll alance

< "a!e !o egin calcula!ing ne( accruals (hich is !he day a#!er ei!her !he "a!e 'arned or !he "a!e %aid o# !he las! payroll period in (hich !he assignmen! (as processed

+ou can choose (he!her !he #ormula uses "a!e %aid or "a!e 'arned y selec!ing !he %ayroll&alance Type #or your usiness group in !he )rgani=a!ion (indo(3

!'te E'rned is !he da!e !he payroll run uses !o de!ermine (hich elemen! en!ries !o process3 In-or!h America 6and !ypically else(here !oo7 i! is !he las! day o# !he payroll period eingprocessed3

!'te P'id is !he da!e !ha! appears on pay adices3 The payroll run uses !his da!e !o selec!!aa!ion rules and s!ore alances3 In some legisla!ions !hese da!es are al(ays !he same3

< $alcula!ion da!e (hich is ei!her !he da!e earned or !he da!e paid o# !he payroll run The accrual #ormula re!urns !he ne( gross accrual !o an elemen! !ha! #eeds !he alance3 So normally !he #ormula only has !o calcula!e accruals since !he las! payroll run and add !his

alue !o !he eis!ing payroll alance3 Ho(eer i# !he accrual #ormula #inds asences en!eredre!rospec!iely i! recalcula!es accruals #or !he (hole year3 This is !o ensure !ha! !he employeereceies !heir #ull accrual en!i!lemen!3




11iHRMS


S!ep 1; /or Time C'rd Re0uired 1 N2Must e 'n nform'tion E(ement4;

-aiga!ion %a!h > To!al $ompensa!ion > &asic > 'lemen! "escrip!ion

$omple!e !he #ollo(ing #ields;

13 N'me ? The -ame o# !he 'lemen!

23 Reporting N'me ? Then name !ha! (ill prin! on !he chec9s/deposi! adices

3 C('ssifi)'tion ? In#orma!ion

43 T&pe ? -on@Recurring

53 Termin'tion ? In !his eample I hae chosen Final $lose

B3 Mul!iple 'n!ries (ill de#aul! !o eing chec9ed 6!his is )C7

D3 %rocess in Run (ill de#aul! !o eing chec9ed 6!his is )C7 / Sae

Notes5

The Termina!ion Rule on !his elemen! 6!a9en elemen!7 de#aul!s !o !he Accrual %lan 6associa!ed73For 'ample; i# !he cus!omer chooses Final Termina!ion !hey should change !he Accrual %lan !o

Ac!ual Termina!ion i# no! !he Accrual %lan (ill con!inue !o accrue in accordance (i!h !he 'nd'mploymen! #orm3 i3e3 i# !he Final %rocess "a!e is le#! lan9 !he plan (i!h 9eep accruing3




11iHRMS


%rocess in Run @ 6-o!e; I# !his is an asence elemen! #or a %T) A))ru'( P('n ") -)T S','$T%rocess In Run3 .nchec9 !his o i# necessary37

S!ep 2; )pen !he Fur!her In#orma!ion FleField


13 C'tegor& ? Asence Hours

Sae

Sherri Harley HRMS 12/15/2014B



11iHRMS


S!ep ; o !o Inpu! Ealues


67 N'me ? 'n!er any name you (an! such as Hours

87 Units ? Hours in "ecimal #orma! 62 places77

Notes5

'nsure !ha! !here are a! a minimum !he #ollo(ing !(o inpu! alues are lis!ed;13 .ni!s !ype o# "a!e

23 .ni!s !ype o# Hours 6mus! e in Hours in "ecimal #orma! 62 places77

As a rule al(ays add 6or eri#y7 !hese !o Inpu!s !o e ale !o add addi!ional elemen!/s !o !he -$R6-e! $alcula!ion Rules7 on !he Accrual %lan #orm

SAE'

Sherri Harley HRMS 12/15/2014D



11iHRMS


S!ep 1; /or Time C'rd Re0uired 1 " 2Must e 'n E'rnings E(ement4

-aiga!ion %a!h > To!al $ompensa!ion > &asic > 'arnings


13 N'me ? The -ame o# !he 'lemen!

23 Reporting N'me ? Then name !ha! (ill prin! on !he chec9s/deposi! adices

3 C('ssifi)'tion ? 'arnings

43 C'tegor& ? Regular -on@:or9ed

53 C'()u('tion Ru(e ? H).RS**RAT'*M.,TI%,'*-)-R'$.R*E2

B3 T&pe ? -on@Recurring

D3 Termin'tion ? Ac!ual Termina!ion Sae

Notes

The Termina!ion Rule on !his elemen! de#aul!s !o !he Accrual %lan 6associa!ed73 For 'ample; i#!he cus!omer chooses Final Termina!ion !hey should change !he Accrual %lan !o Ac!ualTermina!ion i# no! !he Accrual %lan (ill con!inue !o accrue in accordance (i!h !he 'nd'mploymen! #orm3 i3e3 i# !he Final %rocess "a!e is le#! lan9 !he plan (i!h 9eep accruing3

Sherri Harley HRMS 12/15/2014G



11iHRMS


S!ep 2; -aiga!ion %a!h > To!al $ompensa!ion > &asic > 'lemen! "escrip!ion


67 Mu(tip(e Entries A((o*ed ? Eeri#y !ha! !he o is chec9ed

87 Pro)ess in Run 1 HR )nly users !his #ield can e lan9 #or %ayroll users !his o should e chec9ed

37 Sae

S!ep ; )pen !he Fur!her In#orma!ion FleField

Sherri Harley HRMS 12/15/2014J



11iHRMS



O9erride Regu('r ? Selec! #rom ,)E +es u! in !he #ield you (ill see T:hen using an 'arning %T) !a9en elemen! !he elemen! mus! hae !he segmen! K)erride RegularKse! !o +'S3 I# se! !o K-oK !hen !he %T) !a9en elemen! (ill no! oerride !he Regular Salary/Regular :ages elemen!3

I# an upgrade cus!omer !he segmen! may e named %A+MI $AT')R+ i# !his is !he name !healue (ill e TimeL'arnings mus! e se! !o Regular in order #or !he correc! alues !o display in !he )erride Regular ,)E3

Redu)e Regu('r 1 -o @ I# !his elemen! eing used #or !imecard re8uired employees only i# you chec9ed !his o 6(hich means +es Reduce Regular7 i! (ill decrease !he

Regular :ages y !he amoun! o# aca!ion !a9en73The o!her #ields are op!ional #or !he cus!omer !o en!er Sae

S!ep 4; $lic9 on Inpu! Ealues;




11iHRMS


Notes;

'nsure !ha! a! a minimum !he #ollo(ing !(o inpu! alues are lis!ed;13 .ni!s !ype o# "a!e23 .ni!s !ype o# Hours 6mus! e in Hours in "ecimal #orma! 62 places77

As a rule al(ays add 6or eri#y7 !hese !o Inpu!s !o e ale !o add addi!ional elemen!/s !o !he -$R6-e! $alcula!ion Rules7 on !he Accrual %lan #orm

SAE'




11iHRMS


S!ep 5; $rea!e ,in9 #or !his elemen!

-aiga!ion %a!h > To!al $ompensa!ion > &asic > ,in9


13 $lic9 on Sae #or a gloal lin9 or chec9 !he ,in9 !o All %ayrolls o / sae

23 $us!omers can crea!e speci#ic i# needed ho(eer !hey may hae prolems (hen !he cri!eria changes

Notes

enerally )racle recommends !ha! cus!omers use open lin9s #or %T) ecause o# complica!ions3Typically %T) genera!es !he open lin9s au!oma!ically (hich goes some (ay in preen!ing !hisprolem;For 'ample; I# !he lin9 cri!eria is ased on assignmen! ca!egory and !he personKs assignmen!

ca!egory changes on !he 15!h an !he personKs lin9 eligiili!y s(i!ches #rom one lin9 !o ano!her3This au!oma!ically end@da!es !he persons eis!ing %T) elemen! on !he 15!h an and crea!es ane( elemen! lin9ed !o !he ne( lin9 #rom !he 1B!h an3 Technically !his has !he same a##ec! asremoing !he person #rom one accrual plan and pu!!ing !hem on ano!her3

:i!h !he curren! %T) #unc!ionali!y !here is no mechanism !o !rans#er accruals #rom one plan !oano!her3 So i# an employee leae %lan A in !he middle o# !he year and Noin %lan & !hey lose all !heyearKs accruals #or plan A3 To correc! !he cus!omer (ould hae !o crea!e an adNus!men! elemen!and add !o !he -$R 6-e! $alcula!ion Rules7 on !he Accrual %lan3

The links would be the same on both an Earnings and Information Elements!




11iHRMS


S!ep B; $rea!e Asence 6)%TI)-A,7

-aiga!ion %a!h > To!al $ompensa!ion > &asic > Asence Type

This s!ep may s9ipped i# %T) is no! en!ered using !he asence #orm3 Meaning end users onlyen!er !hrough &a!ch 'lemen! 'n!ry 6&''7

'n!er !he #ollo(ing #ields N'me ? Asence#or Time$ard Re8*+es

C'tegor& ? Eaca!ion 6Asence*$a!egory mus! e E7 To eri#y !his (i!h !he cursor in !he $a!egory #ield @ go !o Help > "iagnos!ics > 'amine3 Block = ABT Field = ABSENCECATE"#$ %A&'E = This should ha(e a )%* listed

Associa!ed 'lemen! -ame ? *Eac*Ta9en*'arn Selec! !he elemen! you are using !o record %T) 6s!ep 17 Inpu! Ealue ? Hours 6or "ays7 .ni!s ? Hours 6or "ays7 &alance ? Increasing

'n!er Reasons i# you (an! !o use !hem / SAE'




11iHRMS


%h& 'm pi),ing n)re'sing?

Increasing Balances of Time Taken

As you (ould epec! an increasing alance #or an asence !ype s!ar!s (i!h no !ime en!ered andincreases as you en!er employees hours or days asen!3 For eample i# !he asence !ype$ompassiona!e ,eae has an increasing alance !he alance s!ar!s #rom =ero #or eachemployee and increases y !he numer o# hours en!ered #or each asence o# !his !ype3Increasing alances are appropria!e #or mos! asence !ypes3 For asence !ypes #or (hich youren!erprise se!s a maimum !ime allo(ed !he sys!em issues a message (hen an en!ry o# !imeasen! eceeds !his maimum or )racle Aler! can no!i#y you (hen an employee reaches!he maimum !ime or !a9es ecess !ime3 See; "racle Alert 'ser*s uide:hen de#ining an asence !ype #or a %T) accrual plan you gie i! an increasing alance !ha!sho(s !he employees accrued !ime !a9en3 :hen you record an asence using !he Asence"e!ail (indo( you can see !he amoun! o# accrued !ime a plan par!icipan! has aailale #or use as aca!ion or sic9 leae3

Decreasing Balances of Time Remaining

I# your en!erprise se!s a maimum !ime allo(ed #or an asence !ype !ha! is no! connec!ed !o a%T) accrual plan you hae !he op!ion o# se!!ing up a decreasing balance #or !his !ype ins!ead o#an increasing alance3 For eample suppose your en!erprise allo(s cer!ain employees 2 hoursleae per year #or pro#essional deelopmen!3 The %ro#essional ,eae asence !ype can hae adecreasing alance and an ini!ial en!ry o# 2 hours3 I# you record an employee asence o# 4hours #or !his asence !ype !he decreasing alance sho(s 2G hours s!ill aailale !o e !a9en3"ecreasing asence alances re8uire more main!enance !han increasing alances3 They need aprora!ed ini!ial alance en!ry #or all eligile ne( hires !hroughou! !he year and re8uire rese!!ingeach year #or all eligile employees3 -o!ice !ha! an asence !ype canno! hae o!h a decreasingand an increasing alanceO i! has one or !he o!her3




11iHRMS


S!ep D; To!al $ompensa!ion > &asic > Accrual %lans

To Se!up !he %T) Accrual %lan 6&ased on a $alendar +ear7 'n!er !he #ollo(ing :RE;URE! in#orma!ion; P('n N'me ? *Eaca!ion*%lan A))ru'( C'tegor& ? Eaca!ion A))ru'( St'rt ? Hire "a!e Some plans do no read !he Accrual S!ar! alue This rule de!ermines !he da!e on (hich ne(lyhired employees egin !o accrue %T)3 $urren!ly only !he%T)*%A+R),,*&A,A-$'*$A,$.,ATI)- P %T)*%A+R),,*$A,$.,ATI)- use !his alue

( If +ou select Beginning of +ear , be ad(ised- this means the Beginning of the $ear‘FOLLOWING’ the .ire /ate*0

A))ru'( Units ? Selec! Hours or "ays ased on !he !a9en elemen!s Inpu! Ealues6con!rols (ha! elemen!s are displayed on !he ,)E in !he AsenceIn#orma!ion loc97

Accrual Formulas A))ru'( /ormu(' N'me ? %T)*%A+R),,*&A,A-$'*$A,$.,ATI)-

I# cus!omers are using )racle %ayroll i! is recommended !ha! !hey use one o# !he #ormulas (i!h!he (ord &alance in i!3 These #ormulas are (ri!!en (i!h !he ne( alance archi!ec!ure and shoulde used #or accura!e alances on chec9s P deposi! adices3 6as (ell as #as!er processing !ime7I# cus!omers are HR )nly !hey should use !he #ormulas :ITH).T !he (ord alance




11iHRMS


C'rr&o9er /ormu(' N'me ? %T)*%A+R),,*$ARR+)E'R %ayroll Formula 1 Au!oma!ically popula!ed (hen youe selec!ed a &alance Rese! "a!e o!her !han no &alance (hen you Sae !he record

Absence Information N'me? *Eac*Ta9en*'arning

6elemen! (as crea!ed in s!ep 17 .ni!s ? Hours

1a+roll Balance #eset /ate

B'('n)e Reset !'te 1 f using the seeded formu(' 's in the e<'mp(e of%T)*%A+R),,*&A,A-$'*$A,$.,ATI)- !hen you mus! selec! 01 anuary as !his is ho( !ha!#ormula is (ri!!en

Ho(eer !his is no! a hard an 1@ "ec 1 I!s ased on !he payroll da!es

!imension N'me; Au!oma!ically assigned ased on !he %T) &alance Type #ield

Note5 :here does !he &alance "imension -ame on !he Accrual %lan come #rom (hen I selec! a&alance Rese! "a!eQ-aiga!ion; :or9 S!ruc!ures > )rgani=a!ion > "escrip!ion > uery up !he appropria!e)rgani=a!ion > In !he )rgani=a!ion $lassi#ica!ion selec! &usiness roup > $lic9 !he K)!hersKu!!on > Selec! %T) &alance Type

This designa!es ho( !he gross accrual plan alances (ill e s!ored @ ei!her on "a!ed 'arned 6%ay%eriod 'nd "a!e7 or "a!e %aid 6$hec9 "a!e73 The de#aul! is "a!e %aid3 The payroll run main!ains!he payroll alance3 I! calcula!es accruals #rom !he day a#!er ei!her !he "a!e 'arned or !he "a!e%aid o# !he las! payroll period in (hich !he assignmen! (as processed

:hen you add an Accrual plan and clic9 a &alance Rese! "a!e 6!ha! is no! -o &alance7 a"imension is assigned ased on !he %T) &alance Type se!!ing;

:hen using !he &alance Type K"a!e %aidK *AS*%T)*+T" (ill e !he &alance "imension:hen using !he &alance Type K"a!e 'arnedK *AS*%T)*"'*+T" (ill e !he &alance "imension SAE' (hen comple!ed




11iHRMS


#o* To Set Up An A))ru'( P('n To Use ' B'('n)e

I# you (an! !he payroll run !o main!ain an accrual alance you mus! use a #ormula !ha! suppor!salances3 This means !ha! !he sys!em can pass !he la!es! accrual alance !o !he #ormula along(i!h !he da!e !o s!ar! calcula!ing ne( accruals !o add !o !he alance3

+ou can use or con#igure one o# !he #ollo(ing seeded #ormulas;

< %T)*H"*A--IE'RSAR+*&A,A-$'

< %T)*%A+R),,*&A,A-$'*$A,$.,ATI)-

< %T)*SIM%,'*&A,A-$'*M.,TI%,I'R

+ou mus! also selec! a alance dimension (hen you de#ine !he accrual plan3 The alancedimension con!rols !he period o# !ime oer (hich !he alance accumula!es e#ore i! is rese! !o

=ero3 Three !ypes o# dimension are prede#ined;

Note5 For each !ype !here are !(o dimensions3 .se !he "a!e 'arned dimension 6such as *AS*%T)* !E *+T"7 i# you selec!ed "a!e 'arned as !he %T) &alance Type #or your usiness group3 )!her(ise use !he "a!e %aid dimension 6such as *AS*%T)*+T"73See; &usiness roups; Selec!ing a %T) &alance Type 'sing "racle .#2S,,The Fundamentals

< *AS*%T)*+T" and *AS*%T)*"'*+T"The alance accumula!es oer a calendar year rese!!ing on 01 anuary3 Selec! one o# !hesedimensions i# you are using !he %T)*%A+R),,*&A,A-$'*$A,$.,ATI)- #ormula3

< *AS*%T)*SM*+T" and *AS*%T)*"'*SM*+T"3 The alance accumula!es oer a yearrese!!ing on 01 une or a! !he end o# !he payroll period !ha! con!ains !his da!e3 Selec! one o#

!hese dimensions i# you are using !he %T)*SIM%,'*&A,A-$'*M.,TI%,I'R #ormula3

< *AS*%T)*H"*+T" and *AS*%T)*"'*H"*+T"

The alance accumula!es oer a year rese!!ing on !he anniersary o# !he employees hire da!eor a! !he end o# !he payroll period !ha! con!ains !his da!e3 Selec! one o# !hesedimensions i# you are using !he %T)*H"*A--IE'RSAR+*&A,A-$' #ormula3I# you re8uire your alance !o accumula!e oer a di##eren! period o# !ime or rese! a! a di##eren!da!e you mus! crea!e your o(n alance dimension3 For #ur!her in#orma!ion on alancedimensions see !he !echnical essay &alances in )racle %ayroll in Im3lementing "racle.#2S3-o!ice !ha! !he )racle %ayroll #ormula payroll alance elemen! !ha! #eeds !he alance elemen!lin9 and #ormula processing and resul! rules are all genera!ed y !he sys!em (hen you sae your

accrual plan3




11iHRMS


S!ep Da; Accrual &ands

A))ru'( B'nds

I# using !he %T)*%A+R),,*&A,A-$'*$A,$.,ATI)- or %T)*%A+R),,*$A,$.,ATI)-en!er and in#orma!ion ased on your policy 6!his could e days or hours depending on your se!@up

"e'rs of Ser9i)e 1 'n!er appropria!e ranges #or !he accrual amoun!s #or usinessAnnu'( R'te ? 'n!er !o!al hours or days gien #or !he year M'<imum C'rr&o9er ? 'n!er !he Maimum amoun! !he employee can carryoer a! year endCei(ing ? 'n!er !he maimum amoun! o# aca!ion IT" !he employee can hae

Sae

$lose Form




11iHRMS


S!ep D; To 'dd 'ddition'( e(ements to 'n A))ru'( P('n selec! -e! $alcula!ion Rules;

The -e! $alcula!ion #ormula re8uires inpu! o# hours as (ell as !he da!e !ha! !he %T) planecomes e##ec!ie3 Tha! means !ha! any elemen! associa!ed (i!h %T) plans mus! hae !(o inpu!alues @ one (i!h .ni!s !ype o# Hours and one (i!h .ni!s !ype o# "a!e3 I# o!h inpu! alues are no!presen! !he elemen! (ill no! sho( in !he lis! o# alues ecause !he user (ill no! e ale !oen!er !he necessary in#orma!ion #or processing (i!hou! !hem3

I# !he elemen! is no! sho(ing up in !he ,)E on !his #orm chec9 !he #ollo(ing; 13 $hec9 !he elemen! de#ini!ion #or !he elemen! !ha! is no! sho(ing up on !he lis! o# alues323 'nsure !ha! !here are a! leas! !(o inpu! aluesO one (i!h .ni! !ype o# "a!e and one (i!h .ni!

!ype o# Hours3 6mus! e Hours in 2 decimal places73 $hec9 !he ,in9 !o 'lemen! !o ensure 'lemen! is U,in9ed

43I# an 'arnings 'lemen! eri#y !he O9erride Regu('r "FF is popula!ed 2See p'ge =4




11iHRMS


Aout /ormu('>s5

A))ru'( /ormu('s

Mos! accrual plan rules are incorpora!ed in !(o #ormulas;< An Accrual #ormula (hich calcula!es !he amoun! o# %T) accrued a! any gien !ime and< A $arry )er #ormula (hich re!urns !he maimum amoun! o# accrued !ime !ha! a planpar!icipan! can carry oer !o !he ne! plan period !he da!e on (hich !his carry oer is e##ec!ie

6normally !he #irs! day o# !he ne( accrual !erm7 and any epiry da!e y (hich !he carried oer%T) mus! e used or #or#ei!ed3

Seeded A))ru'( T&pe /ormu('s

There are #our seeded #ormulas 6o# #ormula !ype Accrual7 #or calcula!ing accruals3 'ach

repea!edly calls ano!her #ormula 6o# !ype Accrual Su#ormula7 in a loop !o calcula!e !he accrual#or each accrual period3 There is a $arry )er #ormula supplied !o use (i!h each Accrual #ormula3The !op leel seeded Accrual #ormulas are;

< %T)*%A+R),,*&A,A-$'*$A,$.,ATI)-< %T)*SIM%,'*&A,A-$'* M.,TI%,I'R< %T)*R),,I-*A$$R.A,< %T)*H"*A--IE'RSAR+*&A,A-$'

The #ormulas (i!h &alance in !heir names can e called #rom !he payroll run !o main!ain aalance o# gross accruals

Note5

There are also !(o seeded #ormulas called %T)*%A+R),,*$A,$.,ATI)- and%T)*SIM%,'*M.,TI%,I'R3 These incorpora!e !he same rules as%T)*%A+R),,*&A,A-$'*$A,$.,ATI)- and %T)*SIM%,'*&A,A-$'* M.,TI%,I'Recep! !ha! !hey canno! e called #rom !he payroll run !o main!ain a alance o# gross accruals3 :erecommend !ha! you use !he #ormulas !ha! suppor! alances so you can use alances no( or in!he #u!ure3




11iHRMS


ne(igii(it& /ormu('

There is also a seeded Ineligiili!y #ormula;

< %T)*I-',II&I,IT+*$A,$.,ATI)-

+ou may re8uire an Ineligiili!y #ormula i# you use &'' 6&a!ch 'lemen! 'n!ry7 !o en!er asencesagains! an accrual plan3 &'' alida!ion mus! ascer!ain (he!her an employee is eligile !o useaccrued %T) on !he e##ec!ie da!e o# an asence en!ry in a a!ch line3 Firs! i! chec9s !he Accrual%lan !ale so i# you en!er !he period o# ineligiili!y in !he Accrual %lan (indo( you do no! need !ocrea!e an Ineligiili!y #ormula3I# !here is no ineligiili!y in#orma!ion in !his !ale &'' alida!ion chec9s (he!her !here is anIneligiili!y #ormula !o call3 +ou need an Ineligiili!y #ormula i# you use &'' and you calcula!e !heperiod o# ineligiili!y (i!hin your Accrual #ormula ra!her !han en!ering i! in !he Accrual %lan(indo(3 This #ormula is only used y &''3

Note5 I# you use !he seeded #ormulas you do no! need an Ineligiili!y #ormula ecause !hese#ormulas !a9e !he ineligiili!y period #rom !he Accrual %lan !ale3

!es)ription of Seeded A))ru'( /ormu('s

%T)*%A+R),,*&A,A-$'*$A,$.,ATI)-

This #ormula calcula!es accruals in !he same (ay as !he accrual #unc!ion in earlier releases o#)racle HRMS3 I! calls ano!her #ormula !ha! is called %T)*%A+R),,*%'RI)"*A$$R.A,3 I! isdesigned !o e used (i!h !he $arry )er #ormula %T)*%A+R),,*$ARR+)E'R3 These #ormulasare ased on !he #ollo(ing rules;

< An accrual !erm o# one calendar year s!ar!ing 1 an3 So accrual calcula!ions res!ar! a! !heeginning o# each calendar year3

< An accrual #re8uency ased on !he par!icipan!s pay periods3 So employees on a mon!hlypayroll accrue !ime each mon!h employees on semimon!hly payrolls accrue !ime !(ice each

mon!h and so on3 %T) accrual occurs au!oma!ically #or each eligile plan par!icipan! on !he las! day o# his or her pay period independen!ly o# any payroll run3

< Accrual amoun!s and ceiling are de!ermined y leng!h o# serice3

< $arry oer is al(ays e##ec!ie on 1 "ec o# !he plan year eing processed3 So i# you run !he$arry )er process and speci#y !he parame!ers 15 anuary 2000 and %reious 6plan year7The #ormula calcula!es !he carry oer #or !he year 1 an !o 1 "ec 1JJJ and !he resul! has !he

e##ec!ie da!e 1 "ec 1JJJ3

< $arry oer epires a! !he end o# !he plan year3 So carried oer !ime (i!h !he e##ec!ie da!e 1"ec 1JJJ mus! e used e#ore 1 "ec 20003

< Maimum carryoer depends on leng!h o# serice ands3




11iHRMS


%T)*SIM%,'*&A,A-$'*M.,TI%,I'R

This is a simple #ormula !o proide a use#ul s!ar!ing poin! #or your o(n accrual plans3 I! calls

ano!her #ormula called %T)*SIM%,'*%'RI)"*A$$R.A,3 I! is designed !o e used (i!h !he$arry )er #ormula %T)*SIM%,'*$ARR+)E'R3

These #ormulas are ased on !he #ollo(ing rules;

< An accrual !erm o# one calendar year s!ar!ing 1 une3 So accrual calcula!ions res!ar! a! !heeginning o# each une3

< An accrual #re8uency o# one mon!h3

< Accrual amoun!s and ceiling are #ied (i!hin !he #ormula3

< $arry oer is al(ays e##ec!ie on 1 May o# !he plan year eing processed3

< $arry oer epires a! !he end o# !he plan year3 So carried oer !ime (i!h !he e##ec!ie da!e 1May 1JJJ mus! e used e#ore 1 May 20003

< Maimum carry oer is #ied (i!hin !he #ormula3

%T)*H"*A--IE'RSAR+*&A,A-$'

This #ormula is ery similar !o %T)*SIM%,'*&A,A-$'*M.,TI%,I'R u! !he accrual s!ar! da!eis !he anniersary o# !he employee assignmen!s hire da!e3

Note5 -o!ice !ha! !he accrual !erm s!ar!s on !he anniersary o# !he hire da!e3 I! is no! a##ec!ed y!he en!ry o# a con!inuous serice da!e #or an employee on enrollmen! in !he plan3 The con!inuous

serice da!e a##ec!s leng!h o# serice calcula!ions 6#or accrual ands and calcula!ion o# period o#ineligiili!y7 u! i! does no! a##ec! !he accrual !erm3

%T)*R),,I-*A$$R.A,

This is an eample #ormula #or an accrual plan !ha! does no! hae a #ied !erm s!ar! da!e3 I! calls!he #ormula %T)*R),,I-*%'RI)"*A$$R.A,3 I! is designed !o e used (i!h !he $arry )er#ormula %T)*R),,I-*$ARR+)E'R3

These #ormulas are ased on !he #ollo(ing rules;

< An accrual !erm o# one calendar year (i!h no #ied s!ar! da!e3 Accruals are calcula!ed #or !hepreious 12 mon!hs3

< An accrual #re8uency o# one mon!h3

< Accrual amoun!s and ceiling are #ied (i!hin !he #ormula3

< $arry oer is no! relean! since !he accrual !erm neer ends u! rolls #or(ard3 Time is los! i# i! is no! used (i!hin 12 mon!hs3




11iHRMS


Summ'r& of Ru(es in Seeded /ormu('s

The #ollo(ing !ales summari=e !he rules incorpora!ed in !he seeded Accrual #ormulas3

,eng!h o# Accrual TermA(( Seeded /ormu('s

)ne year

Accrual Term S!ar! "a!ePTOPA"ROLLBALANCE CALCULATON

PTOSMPLEBALANCEMULTPLER andPTO #!ANN@ERSAR"BALANCE

PTOROLLN-ACCRUAL

1 anuary 01 une

6%T)*SIM%,'*&A,A-$'*M.,TI%,I'R7

Anniersary o# hire da!e6%T)*H"*A--IE'RSAR+*&A,A-$'7

-o #ied da!eO accrualscalcula!ed #or preceding 12mon!hs

Accrual Fre8uencyPTOPA"ROLLBALANCECALCULATON PTOSMPLEBALANCEMULTPLER

PTO#!ANN@ERSAR"BALANCE 'ndPTOROLLN-ACCRUAL

%ayroll period Mon!hly

Accrual Amoun!PTOPA"ROLLBALANCECALCULATON PTOSMPLEBALANCE MULTPLER

PTO#!ANN@ERSAR"BALANCE 'ndPTOROLLN- ACCRUAL

"epends on leng!h o# serice accrual ands A #ied amoun! per mon!h 62 days7

Accrual $eilingPTOPA"ROLLBALANCECALCULATON PTOSMPLEBALANCE MULTPLER


"epends on leng!h o# serice accrual ands Se! (i!hin !he #ormula !o 20 days

,eng!h o# SericeA(( Seeded /ormu('s.ses con!inuous serice da!e 6i# presen!7 or hire da!e3 Note; con!inuous serice da!e is en!eredusing an inpu! alue on !he accrual plan elemen!

Accrual S!ar! "a!e #or -e( HiresPTOPA"ROLLBALANCECALCULATON PTOSMPLEBALANCE MULTPLER


$hoice o# s!ar! rules on Accrual %lan #orm;hire da!e or si mon!hs a#!er hire da!e or 01an a#!er hire da!e Accrual s!ar!s in !he #irs!

Accrual s!ar!s in !he #irs! accrual period a#!er hire da!e or plan enrollmen! da!e (hicheer is la!er




11iHRMS


accrual period a#!er !he chosen da!e 6or planenrollmen! da!e i# !his is la!er73

%eriod o# Ineligiili!y

A(( Seeded /ormu('s Accrued amoun!s are no! credi!ed un!il end o# period o# ineligiili!y 6en!ered on Accrual %lan#orm7 (hich is calcula!ed #rom !he hire da!e 6or con!inuous serice da!e i# !his (as en!ered73 -o!e!ha! accrued amoun!s are no! carried #or(ard i# !he end o# !he accrual !erm #alls(i!hin !he ineligiili!y period3

$alcula!ion o# ross AccrualPTOPA"ROLLBALANCE

CALCULATONPTOSMPLEBALANCE

MULTPLER'nd PTO#!ANN@ERSAR" BALANCE

PTOROLLN-ACCRUAL

Sums accruals in all #ull pay

periods o# !he year ending onor e#ore !he calcula!ion da!eO!a9es accoun! o# anyemployee !ermina!ion da!eaccrual s!ar! rules ineligiili!yperiod and accrual ceiling3

Sums accruals in all #ull

mon!hs o# !he year ending onor e#ore !he calcula!ion da!eO!a9es accoun! o# anyemployee !ermina!ion da!eineligiili!y period and accrualceiling3

Sums accruals in !he 12

mon!hs ending on or e#ore!he calcula!ion da!eO !a9esaccoun! o# any employee!ermina!ion da!e ineligiili!yperiod and accrual ceiling3

Ch'nging 'nd Adding Ru(es in /ormu('s

I# you (ri!e your o(n #ormulas 6perhaps using !he simple mul!iplier or rolling accrual #ormula as aasis7 you can change any o# !hese rules and add ne( rules as re8uired3 Ho(eer your #ormulasmus! re!urn cer!ain alues and mus! chec9 #or cer!ain condi!ions 6such as employee !ermina!ion7

!o aoid errors3For in#orma!ion aou! re8uired #ormula con!en! see; :ri!ing Formulas #or Accrual %lans 'sing"racle FastFormula3For a sample accrual #ormula and sugges!ions on ho( !o edi! i! !o incorpora!e a (hole range o#plan rules see; Sample Accrual Formula 'sing "racle FastFormula3

A))ru'( St'rt !'te for Ne* #ires

.sing !he seeded %T)*%A+R),,*&A,A-$'*$A,$.,ATI)- #ormula accrual o# %T) eginson a #ied da!e each year 601 anuary73 For each plan !ha! uses !his #ormula you can selec! aalue in !he Accrual S!ar! #ield o# !he Accrual %lan (indo(3 This speci#ies (hen ne(ly hiredemployees s!ar! !o accrue %T)3 The seeded choices are;

< Hire "a!e< &eginning o# $alendar +ear a#!er !heir hire da!e< Si Mon!hs a#!er Hire "a!e

I# you need addi!ional s!ar! rules you can de#ine !hem as alues #or !he ,oo9up Type.S*A$$R.A,*START*T+%'3 +ou mus! add a line !o !he seeded #ormula !o calcula!e !heaccrual s!ar! da!e using your ne( s!ar! rule3The o!her seeded #ormulas 6%T)*SIM%,'*&A,A-$'*M.,TI%,I'R%T)*H"*A--IE'RSAR+*&A,A-$' and %T)*R),,I-*A$$R.A,7 do no! use alues in !he

Accrual S!ar! #ield3 For plans using !hese #ormulas ne( hires egin accruing on !heir




11iHRMS


hire da!e or plan enrollmen! da!e (hicheer is la!er3 I# you are (ri!ing your o(n accrual #ormulasyou can choose (he!her !o use !he Accrual S!ar! #ield on !he Accrual %lan #orm !o speci#y s!ar!rules #or ne( hires3 This I s only use#ul i# you are using !he same #ormula #or seeral accrual plans(i!h di##eren! s!ar! rules3 )!her(ise you can speci#y !he s!ar! rule (i!hin !he #ormula3

Period of ne(igii(it&

Some accrual plans re8uire par!icipan!s !o (or9 #or a period o# !ime perhaps !hree or si mon!hse#ore !hey are eligile !o use accrued %T)3 They accrue !ime a! !he usual ra!e during !his !imeu! i! is no! regis!ered on !he sys!em un!il !he %eriod o# Ineligiili!y epires3 I# plan par!icipan!s!a9e aca!ion or sic9 leae during !his period !he sys!em displays a nega!ie alue #or accrued!ime3 Many en!erprises se! up an asence !ype #or approed u! unpaid leae !o use #orasences !a9en during periods o# ineligiili!y3 +ou can en!er !he period o# ineligiili!y on !he

Accrual %lan #orm3 The seeded Accrual #ormulas illus!ra!e ho( a #ormula should use !heen!ered alues3 They calcula!e !he period o# ineligiili!y #rom !he con!inuous serice da!e 6i# i! (as

en!ered7 or !he employees hire da!e3 Al!erna!iely you can de#ine !he period o# ineligiili!y (i!hinyour Accrual #ormula3

Note5 I# you use !he seeded #ormulas !ime accrued during !he ineligiili!y period is no! carriedoer i# !he end o# !he accrual !erm #alls (i!hin !he ineligiili!y period3

B't)h E(ement Entr& 'nd the ne(igii(it& Period

I# you (an! !o use &a!ch 'lemen! 'n!ry 6&''7 !o ma9e asence en!ries agains! !he accrual plan!he &'' alida!ion process mus! e ale !o chec9 (hen !he ineligiili!y period epires3

< I# you record !he ineligiili!y period #or !he plan on !he Accrual %lan #orm &'' re!riees !he

ineligiili!y period direc!ly #rom !he !ale3 I! in!erpre!s i! as a period o# !ime #rom !he employees con!inuous serice da!e or hire da!e3

< I# !he period o# ineligiili!y is de#ined (i!hin your Accrual #ormula you mus! associa!e anIneligiili!y #ormula (i!h !he plan3 &'' calls !he #ormula (hich re!urns + or - !o indica!e

(he!her !he employee is eligile !o use accrued %T) on !he da!e supplied y &''3 This #ormulashould calcula!e !he end o# !he ineligiili!y period in !he same (ay as !he Accrual #ormula #or

!he plan3 I# !he employee is no! eligile !he &'' alida!ion process crea!es a (arning on !hea!ch line #or !he asence en!ry3

Note5 I# you use a cus!om me!hod o# en!ering !imecard da!a calling !he 'lemen! 'n!ry A%I youcan add logic !o call !he Ineligiili!y #ormula3

#o* the Seeded PTOPA"ROLLBALANCECALCULATON /ormu('nterprets the St'rt Ru(es

The #ormula calcula!es !he s!ar! da!e #rom hire da!e and compares i! (i!h !he employees planenrollmen! da!e3 Accrual egins on (hicheer o# !hese !(o da!es is la!er3

S!ar! Rule; Hire "a!e




11iHRMS


For plans (i!h !his rule par!icipan!s accruals egin #rom !he #irs! #ull period #ollo(ing !heir hireda!e3 For eample i# !he hire da!e o# a par!icipan! on a semimon!hly payroll #alls on !he #irs! dayo# ei!her !he #irs! or second period in !he mon!h %T) accrual s!ar!s as o# !ha! da!e3 I# !he hire da!e#alls some!ime a#!er !he #irs! o# !he mon!h u! e#ore !he end o# !he #irs! period accruals s!ar! in

!he second period o# !he mon!h3 I# !he hire da!e #alls a#!er !he #irs! day o# !he second period u!e#ore i!s end accruals s!ar! (i!h !he #irs! period in !he ne! mon!h3

S!ar! Rule; &eginning o# $alendar +ear

:i!h !his s!ar! rule par!icipan!s accruals egin #rom !he s!ar! o# !he year #ollo(ing !he year in(hich !hey are hired3 This means !ha! a par!icipan! (i!h a hire da!e o# 1 anuary 1JJJ andano!her (i!h a hire da!e o# 1 "ecemer 1JJJ o!h s!ar! !o accrue !ime as o# 1 anuary 20003-o!ice !ha! !he amoun! o# %T) each accrues may no! e !he same as accrual amoun!s o#!endepend on employees leng!h o# serice3

S!ar! Rule; Si Mon!hs A#!er Hire

For plans (i!h !his s!ar! rule par!icipan!s accruals do no! egin un!il !he #irs! #ull pay period a#!er!he simon!h anniersary o# !heir hire da!e3 For eample someone on a semimon!hly payroll(ho is hired on 5 Feruary 1JJB comple!es si mon!hs o# serice on 5 Augus! 1JJB and s!ar!s !oaccrue %T) in !he second period in Augus!3 -o!ice !ha! i# people are hired on !he #irs! day o# aperiod !heir accruals egin (i!h !he pay period o# !he simon!h anniersary o# !heir hire da!e3For eample someone on a semimon!hly payroll (ho is hired on 1 Feruary 1JJB comple!es simon!hs o# serice on 1 Augus! 1JJB and hence s!ar!s !o accrue %T) in !he #irs! period in Augus!3

The period o# ineligiili!y is no! applicale !o plans (i!h !he s!ar! rule Si Mon!hs A#!er Hire3

A))ru'( B'nds

For many accrual plans !he !ime o## !ha! plan par!icipan!s can accrue increases (i!h !heir leng!ho# serice or aries y No grade or numer o# hours (or9ed3 Tha! is accrual bands de!ermineaccrual amoun!s3 In addi!ion !hese ands can de!ermine ceiling and ma4imum carr+ o(eramoun!s3 $eiling rules #ound in some aca!ion accrual plans se! a maimum amoun! o# %T) anemployee can hold a! any !ime3 :hen a par!icipan!s accrued %T) reaches !he ceiling noaddi!ional !ime accrues3 Accruals egin again only a#!er !he par!icipan! uses some accrued !ime3In !he %T)*%A+R),,*&A,A-$'*$A,$.,ATI)- seeded #ormula !he accrual amoun! ceilingand maimum permi!!ed carry oer depend on leng!h o# serice ands3 Al!erna!iely you can useands ased on o!her #ac!ors such as grade or a comina!ion o# #ac!ors !o de!ermine !heaccrual amoun!s #or your plans3

Length of Ser9i)e B'nds

+ou se! up leng!h o# serice ands using !he Accrual &ands (indo(3 For each and 6such as 0 !o5 years o# serice7 you can en!er !he accrual amoun! #or !he (hole accrual !erm 6such as anannual amoun!7 an accrual ceiling and !he maimum permi!!ed carry oer3

Length of Ser9i)e O9erride

Sherri Harley HRMS 12/15/20142D



11iHRMS


In )racle HRMS !he first d'& of the month of 'n emp(o&ee>s hire d'te is !he de#aul! da!e #rom(hich his or her leng!h o# serice is calcula!ed #or accrual purposes3 For eample someone hiredon 1G anuary 1JJD comple!es one year o# serice on 1 anuary 1JJG and someone hired on1 "ecemer 1JJB comple!es one year o# serice on 1 "ecemer 1JJD3 For indiidual accrual

plan par!icipan!s you can oerride !he de#aul! da!e #rom (hich a plan s!ar!s i!s leng!h o# sericecalcula!ions3 This is use#ul #or managing ecep!ional cases !ha! arise (hen #or eampleemployees (ho already hae accumula!ed periods o# serice in your en!erprise !rans#er #rom oneplace !o ano!her3 +ou en!er !he da!e oerride (hen enrolling a par!icipan! in a plan3

Note5 The de#aul! leng!h o# serice s!ar! da!e 6or !he oerriding con!inuous serice da!e7de!ermines !he leng!h o# serice #or accrual ands and #or !he calcula!ing !he end o# !heineligiili!y period3 Ho(eer i! is not !he same as !he accrual s!ar! da!e3 This isde!ermined y !he accrual s!ar! rules selec!ed in !he Accrual %lan (indo( or se! (i!hin!he accrual #ormula3

Other B'nding Criteri'

For some accrual plans !he amoun! o# !ime accrued may ary y o!her cri!eria such as No orgrade3 +ou can crea!e a user !ale !o hold !ime accrued ceiling rules maimum carryoer rulesand any o!her in#orma!ion you re8uire #or each No or grade3 See; .ser"e#inedTales Configuring- #e3orting- and S+stem Administration in "racle .#2S3Include !he 'T*TA&,'*EA,.' #unc!ion in your accrual and carry oer #ormulas #or !he plan !oaccess !he in#orma!ion held in !he user !ale3 For an eample o# using a user !ale !o s!oreanding cri!eria see; Sample Accrual Formula 'sing "racle FastFormula3




11iHRMS


#e(pfu( Notes.!o)uments

Note 6$D8676 R1135 @ Se!up an 'arnings Type 'lemen! !o e .sed !o$ap!ure %T) in )racle Time Managemen!

Note 6$+F8$76 Release 1135; Ho( To Se!up a %T) %lan and !he 'lemen!s #orThis %lan

Note 6$DG876 %aid Time )## 6%T)7 Accruals And Accrual Formulas

Note 86D+76 #o* !oes P'&ro(( Re'd the C'rr&o9er E(ements Effe)ti9e !'te

Note 86DF76:here is !he alance #or !he accrual plan elemen!s!ored

Note 863+F76 :ha! does Selec!ing a %T) &alance Type a! !he &usiness roup doQ

Note 8=$3$76 HRMS 11i .pgrade and %T) %rocess Au!oma!ion

For more in#orma!ion I sugges! prin!ing !he %T) Asence P %T) Accruals sec!ion From !heManaging To!al $ompensa!ion .sing )racle HRMS 6.S73 I!s aou! B0 pages I recommend9eeping !his #or your re#erence

5#ecommend marking these in 6eb I%


http://metalink.oracle.com/cgi-bin/cr/getfile.cgi?p_attid=201116.1:276214

http://metalink.oracle.com/cgi-bin/cr/getfile.cgi?p_attid=201116.1:276214



11iHRMS


There are seeral no!es on %T) please chec9 all possile (ords (hen you are loo9ing #orno!es3 )r e!!er ye! in !he S.R' uery Nus! uery on SHHAR,'+3.S en!er a 9ey (ord !onarro( !he search3 Hope#ully !his (ill help you a li!!le more in your 8ues! #or ans(ers

Notes on C'rr&O9er

ID Status

-o!e32B5GB31'!/%uTH' %T) $ARR+)E'R $)M%,'TI- &.T -)T .%"ATI-3-o!e32B14J431'!/%u"o I s!ill run !he $arryoer i# IKm using IT" &alancesQ-o!e32B150D31'!/%u)RA@201 occurred a! line D0 o# #ormula %T)*%A+R),,*$ARR+)E'R-o!e32B1DBG31'!/%uHo( "oes %ayroll Read !he $arryoer 'lemen!s '##ec!ie "a!e-o!e32B105D31'!/%u%T) $ARR+)E'R R.- &.T -) $ARR+ )E'R &A,A-$'S $R'AT'"-o!e32B5J431'!/R3R%T) $ARR+)E'R %R)$'SS ")'S -)T :)RC I- 1ST +'AR )F S'REI$'

-o!e32B4231'!/R3R)RA@20001@ )RA@201 occurred a! line DJ o# #ormula %T)*%A+R),,*$ARR+)E'R-o!e32B150131'!/%u%T) $arryoer is -o! Rolling oer &alances-o!e32B0DB31'!/%u%T) $arryoer %rocess Failing (i!h )RA@20001 in Formula %T)*%A+R),,*$ARR+)

Notes on A))ru'( P('ns

ID

Status Subject -o!e3255GB531'!/%u Accrual %lan -e! $alcula!ion Rules ues!ion-o!e32G50J231'!/%u %rolem :i!h Accrual %lans )n Mul!iple Assignmen!s-o!e32B210G31'!/R3R Accrual %lan did no! Vero ou! on anuary 1s!-o!e32DG41J31'!/%u Ho( !o "ele!e an Accrual %lan ou! o# !he sys!em

-o!e32B1DB531'!/%u :here is !he alance #or !he accrual plan elemen! s!ored-o!e32DD1B431'!/%u :ha! Shado( 'lemen!s are $rea!ed (hen I KSaeK my Accrual %lan-o!e314G52431'!/%u Release 1135@ Ho( To Se!up a %T) %lan and !he 'lemen!s #or This %lan-o!e325BJ131'!/%u .nale !o uery Accrual %lan In Form u! S!ill In Tale-o!e32D414431'!/ModFor Accrual %lans :here Is The %lan 'nd "a!e Se!-o!e32B505131'!/%u $rea!ing %!o Accrual %lan And $an -o! Add 'n!ry Ealue To 'lemen!-o!e32BJ11D31 '!/Mod%T) Accrual %lan has s!opped Accruing #or KsomeK employees-o!e32BG1D131'!/ModHo( "o :e S!op Accrual %lans From oing -ega!ie @-o!e32BJD231'!/%u %!o %lan 'lemen! 'n!ries "o -o! e! %rocessed "uring %ayroll Run-o!e325J2G031'!/%u $anno! $hange !he %riori!y Field on %T) %lan i# using Formula %T)*%A+R),,*&A,A-o!e32B00D131'!/%u %T) $arry )er %rocesses 'mployee !ha! is -o! 'nrolled in %lan

Note78GG8=76E<t.Pu#o* to Tr'nsfer PTO Residu'( Time to ' !ifferent A))ru'( P('n Emp(o&ees !o NoSi), Time

ID Statu s

Subjec t

-o!e32B4B5G31'!/%u%!o %lans 'rror :i!h Inalid -umer :hen Run "uring %ayroll %rocess


http://webiv.oraclecorp.com/cgi-bin/webiv/do.pl/GET?WwwID=Note.263586.1&List=SUREQF&SUREQF.Idx=1


























http://www.smileycentral.com/?partner=ZSzeb049_ZNxdm414





























11iHRMS


Notes on E(ements

ID Status Subject

-o!e32DDJJ31'!/%u%!o 'lemen!s Are -o! Sho(n )n Ss %ayslip

ID Status Subject -o!e32B12D31'!/%u%T) $arry )er $omple!es (i!h a :arning / -o $arry )er 'lemen!s $rea!ed-o!e32B1DBG31'!/%uHo( "oes %ayroll Read !he $arryoer 'lemen!s '##ec!ie "a!e-o!e32DD1B431'!/%u:ha! Shado( 'lemen!s are $rea!ed (hen I KSaeK my Accrual %lan-o!e314G52431'!/%uRelease 1135@ Ho( To Se!up a %T) %lan and !he 'lemen!s #or This %lan-o!e3250G531'!/%uAccrual $arry )er 'lemen!s Increase %rior +ears &alance

Notes on Asen)es

ID Status Subject -o!e32J0231'!/%u %rolems :i!h Replaced &y And Asence Reason FieldsNote78F==8876E<t.PuAsen)e E(ement Not !e(eted from E(ement Entr& %hen Asen)e is !e(eted-o!e32DBJ4J31'!/ModAsence 'lemen! $rea!ed -o! &eing "isplayed in ,)E on !he Asence Type Form3-o!e32DD02231'!/%u A%%@%A+@0DD1D@This elemen! inpu! already eing used !o main!ain an asence alanc-o!e3255JB31'!/%u %lease Eeri#y ,)E For Asence Type And Accrual $a!egory For .S ,egisla!ion-o!e32D420031'!/Mod%T) 'lemen! $rea!ed Is -o! .sing Same Termina!ion Rule As Asence Ta9en-o!e32B4D4J31'!/ModHo( To 'n!er An Asence For Ac!ual "a!e A#!er The %ayroll Has &een %rocessed-o!e32D01J31'!/%u Ho( do I ge! !he Asence S!ar!/'nd #ields !o e displayed in &''-o!e32B00D31'!/%u $anno! Access Asence Form (i!hou! 'rror eing ino9ed-o!e325DGDD31'!/%u Ho( !o ge! Accruals !o $alcula!e on Inac!ie Assignmen!s 6i3e3.npaid ,eae o# Asenc-o!e325100531'!/%u KEaca!ionK $hoice no! in ,o #or Asence Types :indo(

ID Status Subject -o!e32D02G431'!/%u/2J@ &*A&S'-$'*".RATI)- Message More Than 0 $harac!ers "oes -o! Sho(3-o!e32BJJ31'!/ModAsences Are -o! $orrec!ly Re#lec! In Hr -o!e32B00BB31'!/%u&'' Trans#er %rocess 'nds as Incomple!e (i!h Message Aou! !he Asence "ura!ion o

Notes on P'&ro(( ssues

ID Status Subject -o!e32BBG2531'!/%u%ayroll %rocess or uic9 %ay 'rror a#!er Applying %a!ch B401J or 000 / 54J1D






















http://webiv/cgi-bin/webiv/do.pl/GET?WwwID=Note.266825.1&List=SUREQF&SUREQF.Idx=17





















http://webiv/cgi-bin/webiv/do.pl/GET?WwwID=Note.266825.1&List=SUREQF&SUREQF.Idx=17



11iHRMS


-ener'( PTO Notes

Support7#RMS7Admin

ID StatusSubject Type

Note78D8+=76nt.U7EA(most E9er&thing "ou %'nted to Hno* Aout PTO RE/ERENCE

ID Status Subject -o!e32B055231'!/%u.nders!anding %T) changes 6Accrual changes7 since HRMS %F*"-o!e32G455231'!/%u%T) For Suspended Assignmen!s -o! $alcula!ing $orrec!ly-o!e32B5GB31'!/%u TH' %T) $ARR+)E'R $)M%,'TI- &.T -)T .%"ATI-3-o!e32G1B4J31'!/%u %T) Accruals For &o!h Eaca!ion P Sic9 Time Are -o! Accura!e-o!e32G151431'!/%u%T) Accrual S!ar!ing )er #or 'mployees :hen ,in9 $ri!eria $hanges (hyQ-o!e32DG40B31'!/%uAre !here any repor!s !ha! gies !he %T) To!al Accrued Ta9en Aailale and :hen an -o!e32B12231'!/%u %T) $ARR+ )E'R HAS I-$)-SIST'-T EA,.'S "'%'-"I- )- "A+ EI':'"-o!e32B12D31'!/%u%T) $arry )er $omple!es (i!h a :arning / -o $arry )er 'lemen!s $rea!ed-o!e32B150D31'!/%u)RA@201 occurred a! line D0 o# #ormula %T)*%A+R),,*$ARR+)E'R

-o!e32DJ11531'!/%u%,S@000B (rong numer or !ypes o# argum has occurred in !ale %'%T)'$3AS %T-o!e32B105D31'!/%u %T) $ARR+)E'R R.- &.T -) $ARR+ )E'R &A,A-$'S $R'AT'"-o!e32B21031'!/%uHo( !o ma9e AdNus!men!s !o !he %T) $arry )er elemen! !hrough &''-o!e32B5GD31'!/%u %T) F)R -)-@''M%T IS "IS%,A+I- )- "'%)SIT A"EI$' AS -'ATIE'-o!e314G52431'!/%uRelease 1135@ Ho( To Se!up a %T) %lan and !he 'lemen!s #or This %lan-o!e32DD0131In!/.3' R1135 @ Se!up an 'arnings Type 'lemen! !o e .sed !o $ap!ure %T) in )racle Time Ma-o!e314BD2131'!/%uR1135 @ Se!up an 'arnings Type 'lemen! !o e .sed !o $ap!ure %T) in )racle Time Ma-o!e32D0B031'!/%uHo( !o S!op %T) #rom Accruing on Inac!ie Assignmen!s-o!e32D5D5B31'!/%u:here !o Find In#orma!ion on %aid Time )## 6%T)7 and $rea!ing Formulas-o!e32D420031'!/Mod%T) 'lemen! $rea!ed Is -o! .sing Same Termina!ion Rule As Asence Ta9en-o!e32B401131'!/%uHo( !o Rese! The %T) Accrual &alances #or $hec9s P "eposi! Adices-o!e32D151J31'!/Mod%!o Accrual &ands @ Eersions-o!e32B50431'!/%u%!o $arry )er %rocess 'rrors :i!h )ra@0B502@ %l/S8l@-umeric )r Ealue 'rror@

-o!e32B505131'!/%u $rea!ing %!o Accrual %lan And $an -o! Add 'n!ry Ealue To 'lemen!-o!e32B1BJ431'!/%uRunning !he %T) $arry )er %rocess-o!e32B1G531'!/%u:ha! does Selec!ing a %T) &alance Type a! !he &usiness roup doQ-o!e32BJ11D31'!/Mod%T) Accrual %lan has s!opped Accruing #or KsomeK employees-o!e32BJD231'!/%u%!o %lan 'lemen! 'n!ries "o -o! e! %rocessed "uring %ayroll Run-o!e32B405D31'!/%u%T)@S)' And Eie( Accrual Is Sho(ing @G Hours :hen I! Should &e Vero-o!e32B5J431'!/R3R %T) $ARR+)E'R %R)$'SS ")'S -)T :)RC I- 1ST +'AR )F S'REI$'-o!e32B4231'!/R3R )RA@20001@ )RA@201 occurred a! line DJ o# #ormula %T)*%A+R),,*$ARR+)E'R-o!e32B204B31'!/%u%T) accruals are eing accrued oer 2D pay periods ins!ead o# 2B-o!e32B150131'!/%u%T) $arryoer is -o! Rolling oer &alances-o!e32B4G4431'!/%u Ho( "oes !he %T)*SIM%,'*M.,TI%,I'R or %T)*SIM%,'*&A,A-$'*M.,TI%,I'R-o!e325J2G031'!/%u$anno! $hange !he %riori!y Field on %T) %lan i# using Formula %T)*%A+R),,*&A,A-o!e32B051G31'!/%u %A+*.S*%T)*A$$R.A,3-'T*A$$R.A,S %A$CA' "oes -o! Re!urn $orrec! &ala-o!e32B00D131'!/%u%T) $arry )er %rocesses 'mployee !ha! is -o! 'nrolled in %lan-o!e32B002J31'!/%uHo( !o Trans#er %T) Residual Time !o a "i##eren! Accrual %lan @'mployees "o -o! ,oo-o!e32B0DB31'!/%u %T) $arryoer %rocess Failing (i!h )RA@20001 in Formula %T)*%A+R),,*$ARR+)-o!e325100031'!/%u%T) Eaca!ion "oes -o! Accrue $orrec!ly

ID Status Subject -o!e32BBB1J31'!/%u$os!ing %!o For Salaried 'mployees "oules @ Reduce Reg Is -o! $os!ed-o!e32DDJJ31'!/%u%!o 'lemen!s Are -o! Sho(n )n Ss %ayslip-o!e32D45B231'!/Mod"a!e 'arned -o! Sho(ing For %T) 'lemen!-o!e32B4B5G31'!/%u%!o %lans 'rror :i!h Inalid -umer :hen Run "uring %ayroll %rocess




























































































11iHRMS


/rom Note 8=$F$+76 A(*'&s 's, these 0uestions *hen *or,ing on PTOissues

-o'(

The elo( 8ues!ions (ill hope#ully help you ge! !o a #as!er resolu!ion (hen (or9ing %T) issues3

/i<

13 :ha! Family %ac9 is !he $us!omer onQ23 :ha! is !he ersions o# pyusp!oa3p9h/p9 and peaclcal3p9h/ph3 :ha! is !he %ayroll &alance Rese! "a!e selec!edQ 6loca!ed on !he Accrual %lan Form743 :ha! is !he name o# !he Accrual Formula !he Accrual %lan is usingQ53 Is !he cus!omer using !he seeded ersions or a modi#ied ersion o#!he seeded #ormulaQ

These 8ues!ions are needed (hen logging a ug agains! !he %T) produc!

pto_everyting.doc

Documents