This document provides guidance on setting up absence management functionality in Oracle Fusion Human Capital Management for organizations in the United Arab Emirates. It outlines the order and steps for creating rate definitions, absence elements, derived factors, eligibility profiles, absence plans, and absence types to support various types of absences like annual leave, sick leave, maternity leave, and unpaid leave. It also describes how different types of absences should be recorded as transactions by users.
Using Oracle FastFormula for Payroll Calculations
- Oracle FastFormula is used to define and maintain formulas for pay and pay-related calculations. Some predefined formulas come with Oracle Payroll but can be copied and modified.
- Formulas are written for elements to validate input values, define element skip rules, and calculate run results. Formulas are associated with elements in the Formula Result Rules window.
- Formulas can access element input values using an Inputs statement for efficiency. Database items are used to access values from other elements.
Oracle fusion hrms_for_uae_payroll_setup_white_paper_rel11Feras Ahmad
The document discusses payroll setup tasks for Oracle Fusion Human Resources Management System for the United Arab Emirates. It covers UAE-specific payroll data that needs to be captured including person and employment data, statutory deductions calculations, elements, balances, payroll setup, and reports. Calculation cards are used to capture organization and person level data needed for payroll processing. The document provides details on the predefined calculation cards for UAE including Employer Social Insurance Details, Employer Gratuity Details, Employee Social Insurance Details, and End of Service Details cards.
Hire employee in Oracle Fusion Cloud HCMFeras Ahmad
To hire an employee, there are 5 steps: 1) Enter basic identification details like name, date of birth, and national identifier. 2) Enter personal information such as address, phone, email, citizenship, and emergency contacts. 3) Enter employment information including service dates, payroll relationships, job details, and benefits. 4) Assign roles associated with the job. 5) Review all entered details and submit to create the new employee record which can then be queried.
1. Compensation Elements Setup covers defining elements, making manual element entries, defining element input values, writing formulas, defining formula processing rules, linking elements, defining absence types, deleting element entries, and defining element balances.
2. To define an element, you enter dates, names, a classification, processing type and rules, currency, and other attributes. Elements represent compensation and benefit types or earnings and deductions.
3. Key element attributes include the primary classification, processing type (recurring or nonrecurring), termination rule, ability to allow multiple or additional entries, and indicators for payroll processing, indirect results, adjustments only, and third party payments.
Fusion absence management allows for more complex business requirements to be configured through a simple user interface without coding. It provides various plan types like accrual, qualification, and no entitlement plans that can be used to model different absence scenarios. This document provides step-by-step instructions to set up an annual vacation absence plan with accruals calculated based on years of service and various rules like maximum balance and carryover limits implemented through derived factors, repeating time periods, and expression builder.
Entity Relationship Diagram ERD for Global Human Resources Module Workforce Structures in Oracle HCM Cloud. It provides details on which table maps to which table and the inter relationships between them for most of the business objects.
For more details check out my blog @ http://fusionhcmknowledgebase.com/
This document provides an overview of different methods that can be used to debug the FastFormula including ESS_LOG_WRITE, HR_TRACE, PAY_INTERNAL_LOG_WRITE, DEBUG, US_FORMULA_LOGGING, ADD_RLOG, and ADD_LOG. It describes the syntax of each method and any limitations or specific usage instructions. It also provides details on how to view the logs generated by these different debugging techniques.
This document provides instructions for using various functions in Oracle HRMS related to compensation elements setup, salary administration, compensation entry and reporting, payroll processes, and generating reports. It includes steps for defining elements, making element entries, setting up input values, writing formulas, administering salaries, entering payment methods, running payroll, and submitting processes and reports. The document is intended as a guide for ADMM Human Resources and Payroll staff to facilitate using the essential functionality in Oracle HRMS.
Using Oracle FastFormula for Payroll Calculations
- Oracle FastFormula is used to define and maintain formulas for pay and pay-related calculations. Some predefined formulas come with Oracle Payroll but can be copied and modified.
- Formulas are written for elements to validate input values, define element skip rules, and calculate run results. Formulas are associated with elements in the Formula Result Rules window.
- Formulas can access element input values using an Inputs statement for efficiency. Database items are used to access values from other elements.
Oracle fusion hrms_for_uae_payroll_setup_white_paper_rel11Feras Ahmad
The document discusses payroll setup tasks for Oracle Fusion Human Resources Management System for the United Arab Emirates. It covers UAE-specific payroll data that needs to be captured including person and employment data, statutory deductions calculations, elements, balances, payroll setup, and reports. Calculation cards are used to capture organization and person level data needed for payroll processing. The document provides details on the predefined calculation cards for UAE including Employer Social Insurance Details, Employer Gratuity Details, Employee Social Insurance Details, and End of Service Details cards.
Hire employee in Oracle Fusion Cloud HCMFeras Ahmad
To hire an employee, there are 5 steps: 1) Enter basic identification details like name, date of birth, and national identifier. 2) Enter personal information such as address, phone, email, citizenship, and emergency contacts. 3) Enter employment information including service dates, payroll relationships, job details, and benefits. 4) Assign roles associated with the job. 5) Review all entered details and submit to create the new employee record which can then be queried.
1. Compensation Elements Setup covers defining elements, making manual element entries, defining element input values, writing formulas, defining formula processing rules, linking elements, defining absence types, deleting element entries, and defining element balances.
2. To define an element, you enter dates, names, a classification, processing type and rules, currency, and other attributes. Elements represent compensation and benefit types or earnings and deductions.
3. Key element attributes include the primary classification, processing type (recurring or nonrecurring), termination rule, ability to allow multiple or additional entries, and indicators for payroll processing, indirect results, adjustments only, and third party payments.
Fusion absence management allows for more complex business requirements to be configured through a simple user interface without coding. It provides various plan types like accrual, qualification, and no entitlement plans that can be used to model different absence scenarios. This document provides step-by-step instructions to set up an annual vacation absence plan with accruals calculated based on years of service and various rules like maximum balance and carryover limits implemented through derived factors, repeating time periods, and expression builder.
Entity Relationship Diagram ERD for Global Human Resources Module Workforce Structures in Oracle HCM Cloud. It provides details on which table maps to which table and the inter relationships between them for most of the business objects.
For more details check out my blog @ http://fusionhcmknowledgebase.com/
This document provides an overview of different methods that can be used to debug the FastFormula including ESS_LOG_WRITE, HR_TRACE, PAY_INTERNAL_LOG_WRITE, DEBUG, US_FORMULA_LOGGING, ADD_RLOG, and ADD_LOG. It describes the syntax of each method and any limitations or specific usage instructions. It also provides details on how to view the logs generated by these different debugging techniques.
This document provides instructions for using various functions in Oracle HRMS related to compensation elements setup, salary administration, compensation entry and reporting, payroll processes, and generating reports. It includes steps for defining elements, making element entries, setting up input values, writing formulas, administering salaries, entering payment methods, running payroll, and submitting processes and reports. The document is intended as a guide for ADMM Human Resources and Payroll staff to facilitate using the essential functionality in Oracle HRMS.
This document provides instructions for setting up leave management and accrual plans in Oracle HCM. It outlines the steps to define absence categories and reasons, create absence types linked to elements, and establish accrual plans with formulas for calculating and carrying over accrued time off. Setting up accrual plans automatically generates five associated elements to track employee balances and accrual details. The accrual plans can then be assigned to employee jobs.
The document provides instructions for setting up Oracle HRMS, including creating responsibilities, users, flex fields, business groups, locations, divisions, departments, jobs, positions, and hierarchies. Key steps include defining flex field structures for jobs, positions, competencies, grades, cost allocation, and people groups; creating a business group and attaching flex fields and profiles; adding locations, divisions, and departments; building organization hierarchies; and establishing jobs and positions.
Oracle Time and Labor (OTL) Setup for Projectiavinashpatel
This document provides an overview of the configuration steps required to set up Oracle Time and Labor (OTL) for time tracking and approval. It includes details on setting up responsibilities, profile options, elements, element links, element sets, flexfields, time categories, time entry rules, approval styles, retrieval rules and more. The document also outlines the preferences required for self-service timecard functionality.
The Goal with performance details Oracle Fusion CloudFeras Ahmad
This document contains an SQL query that selects employee data from various database tables including employee number, name, hire date, email, manager details, department, job, rating and evaluation details. The query filters on goal weighting, evaluation status, rating code and legal employer to return ordered results.
Oracle fusion hrms_for_uae_hr_setup_white_paper_rel11Feras Ahmad
The document discusses setting up organization structures in Oracle Fusion HCM for implementing HR processes in the United Arab Emirates. It describes defining structures such as legal jurisdictions, authorities, and entities. Legal entities must be defined as both legal employers and payroll statutory units. The document also discusses legislative data groups and addresses considerations for legal reporting and tax reporting units.
There are several methods for debugging the Fast Formula including ESS_LOG_WRITE, HR_TRACE, PAY_INTERNAL_LOG_WRITE, and ADD_RLOG. ESS_LOG_WRITE writes logs to the ESS log and HR_TRACE requires setting up a PL/SQL trace. PAY_INTERNAL_LOG_WRITE is for payroll processes. ADD_RLOG accepts formula ID, rule ID, and a message and writes to an Oracle Time and Labor table. The logs can then be viewed through monitoring pages which vary by team.
Oracle EBS R12 Self service user manualFeras Ahmad
This 3-page document provides instructions for using the Employee Self Service functionality in Oracle EBS R12. It includes sections on:
1. An overview of Employee Self Service and what functions employees can perform such as updating personal information, viewing payslips, managing leaves, etc.
2. Detailed steps for changing personal information like basic details, phone numbers, addresses, emergency contacts and dependents.
3. Instructions include selecting the appropriate option to update vs correct details, filling out forms, reviewing changes, adding attachments, and submitting for approval.
The document provides a guide for employees on navigating and utilizing the key self-service features available in Oracle EBS R12.
Fast formula queries for functions, contexts, db is and packagesFeras Ahmad
This document provides SQL queries to extract fast formula related data from underlying tables, including:
1) A query that retrieves fast formula functions and their underlying packages.
2) A query that lists fast formulas with their FF code, description, edit status, formula text and other metadata.
3) A query that extracts database items (DBIs) from a process order, including the module, group, user name, data type, definition and contexts used.
4) A query that retrieves fast formula contexts by formula type.
How to create payslip through self serviceFeras Ahmad
This document provides steps to create an employee self-service payslip function in Oracle Applications. It involves:
1. Creating an RDF, XML, and RTF file to define the payslip data and template
2. Uploading these files and defining a data model and template in XML Publisher
3. Creating a function and assigning it to the employee self-service menu for users to access their payslips
4. Executing the function to generate and view payslips based on entered parameters
Oracle Fusion HCM provides four predefined tree structures - department trees, organization trees, position trees, and geography trees - to represent hierarchical organizational data. Department trees are mostly used for security and messaging, with departments as nodes. Organization trees can be automatically set up or custom built. Position trees establish reporting relationships. Geography trees specify locations for events. The document provides instructions for creating and structuring a department tree in Oracle Fusion.
This document discusses employment models in Oracle Fusion. It describes two-tier models which include single assignment, single assignment with contract, and multiple assignments. It also describes three-tier models which add an employment term entity and have variations like single term with single assignment. The document explains how to configure employment models and switch between them, with limitations when work relationships already exist. Attributes can be overridden or locked at the assignment level.
Infolets and OTBI Deep link Actionable Reports - Configuration Work Book Feras Ahmad
This document provides information and instructions for configuring deep links from Oracle Transactional Business Intelligence (OTBI) reports and analyses to pages and objects in the Risk Management Cloud application. It includes sample deep link URLs for various application pages and objects, such as risks, controls, processes, and more. It also explains how to set the "interaction" property in OTBI analyses to create clickable links using these deep link URLs.
This document summarizes key payroll concepts and tables in an Oracle HRMS system. It defines common payroll terms like elements, input values, and element links. It describes important payroll tables like PER_ALL_PEOPLE_F, PER_ALL_ASSIGNMENTS_F, PAY_ELEMENT_TYPES_F, and PAY_ELEMENT_ENTRY_VALUES_F. It also provides examples of queries to retrieve employee salary information and run results.
Oracle Fast Formula allows users to write formulas using English words and basic math functions to calculate elements like payroll and PTO accrual without needing to learn database structures or programming languages. It can be used for tasks like validating inputs, defining assignment sets, and configuring reports. Users define formulas by navigating through the Oracle system and writing logic that references database items.
All payroll elements with eligibility Oracle Fusion CloudFeras Ahmad
This document contains a SQL query that selects employee data including identification numbers, names, locations, departments, payroll information, pay amounts, and dates from various payroll and employee database tables. It joins these tables together on common fields like employee IDs, payroll IDs, and effective dates to retrieve the relevant information for payroll processing and reporting.
The document describes how to set up a leave accrual plan in Oracle HRMS. It involves creating elements to track opening balances, adjustments, and encashment. An accrual plan is then defined to calculate leave balances based on accrual bands. A function returns accrued leave as of a given date based on contract type and tables storing accrual data. The accrual formula uses this function to calculate accrued days between hire/contract dates and the calculation date.
An Overview of Fusion Absence Management Absence Plan Definition and UseAshish Harbhajanka
The document provides an overview of absence plan definition and use in Fusion absence management. It defines what an absence plan is, including plan type, term, unit of measure, accrual method, frequency, ceiling, carryover, vesting period, and various rate rules. It then gives a sample business requirement to create a accrual-type absence plan with incremental accrual and provides justifications for using fast formulas to define certain attributes and rules for flexibility.
Calendar working days and holidays for Oracle EBS R12 Absence managementFeras Ahmad
The document provides instructions to build two functions - calculate_working_days and CALCULATE_CALENDAR_DAYS - inside an Oracle package. The calculate_working_days function calculates the number of working days between two dates by excluding weekends and holidays. The CALCULATE_CALENDAR_DAYS function calculates the number of calendar days between two dates by looking at calendar entries in a per_calendar_entries table. It then instructs to define these functions, populate tables and rows with data, define calendar events, and use the functions within the bg_absence_formula.
Oracle Fusion Cloud Payroll Costing QueryFeras Ahmad
This SQL query retrieves data from multiple payroll-related tables to provide costing and accounting information for different elements. It joins tables related to element types, links, classifications, cost allocations and accounts to return fields like company, department, account and intercompany values for both the cost and offset accounting distributions. The query filters for elements that have costing enabled and an eligibility link defined.
This document provides a training guide for using the Oracle EBS R12 Human Resources system. It covers topics such as starting Oracle applications, choosing a responsibility, navigating forms, getting help, and the core HR functionality including entering employee data, recruitment, defining work structures, and administration settings. The guide is intended to help FUJCCI HR staff learn the essential functionality of Oracle HRMS. It provides step-by-step instructions on common HR tasks in Oracle such as hiring, promotions, payroll, and system configuration.
This document provides instructions for setting up payroll in Oracle HRMS R12. It describes defining a consolidation set, payment methods, payroll details including period type, mapping costs to accounting, elements, element links, salary basis, tax organizations, and assigning payrolls and elements to employees. The final section covers running the actual payroll.
Fixed: Employee is missing from your QuickBooks Desktop PayrollAccounting Advice
QuickBooks offers an assortment of finance reports that create an abundance of data about an organization's representatives and costs. These reports can give data about broad staff or about individual workers, and can be effortlessly sent out to share and expand utilizes for the information.Let's check how to resolve Employee is missing from your QuickBooks Desktop Payroll issue .
This document provides instructions for setting up leave management and accrual plans in Oracle HCM. It outlines the steps to define absence categories and reasons, create absence types linked to elements, and establish accrual plans with formulas for calculating and carrying over accrued time off. Setting up accrual plans automatically generates five associated elements to track employee balances and accrual details. The accrual plans can then be assigned to employee jobs.
The document provides instructions for setting up Oracle HRMS, including creating responsibilities, users, flex fields, business groups, locations, divisions, departments, jobs, positions, and hierarchies. Key steps include defining flex field structures for jobs, positions, competencies, grades, cost allocation, and people groups; creating a business group and attaching flex fields and profiles; adding locations, divisions, and departments; building organization hierarchies; and establishing jobs and positions.
Oracle Time and Labor (OTL) Setup for Projectiavinashpatel
This document provides an overview of the configuration steps required to set up Oracle Time and Labor (OTL) for time tracking and approval. It includes details on setting up responsibilities, profile options, elements, element links, element sets, flexfields, time categories, time entry rules, approval styles, retrieval rules and more. The document also outlines the preferences required for self-service timecard functionality.
The Goal with performance details Oracle Fusion CloudFeras Ahmad
This document contains an SQL query that selects employee data from various database tables including employee number, name, hire date, email, manager details, department, job, rating and evaluation details. The query filters on goal weighting, evaluation status, rating code and legal employer to return ordered results.
Oracle fusion hrms_for_uae_hr_setup_white_paper_rel11Feras Ahmad
The document discusses setting up organization structures in Oracle Fusion HCM for implementing HR processes in the United Arab Emirates. It describes defining structures such as legal jurisdictions, authorities, and entities. Legal entities must be defined as both legal employers and payroll statutory units. The document also discusses legislative data groups and addresses considerations for legal reporting and tax reporting units.
There are several methods for debugging the Fast Formula including ESS_LOG_WRITE, HR_TRACE, PAY_INTERNAL_LOG_WRITE, and ADD_RLOG. ESS_LOG_WRITE writes logs to the ESS log and HR_TRACE requires setting up a PL/SQL trace. PAY_INTERNAL_LOG_WRITE is for payroll processes. ADD_RLOG accepts formula ID, rule ID, and a message and writes to an Oracle Time and Labor table. The logs can then be viewed through monitoring pages which vary by team.
Oracle EBS R12 Self service user manualFeras Ahmad
This 3-page document provides instructions for using the Employee Self Service functionality in Oracle EBS R12. It includes sections on:
1. An overview of Employee Self Service and what functions employees can perform such as updating personal information, viewing payslips, managing leaves, etc.
2. Detailed steps for changing personal information like basic details, phone numbers, addresses, emergency contacts and dependents.
3. Instructions include selecting the appropriate option to update vs correct details, filling out forms, reviewing changes, adding attachments, and submitting for approval.
The document provides a guide for employees on navigating and utilizing the key self-service features available in Oracle EBS R12.
Fast formula queries for functions, contexts, db is and packagesFeras Ahmad
This document provides SQL queries to extract fast formula related data from underlying tables, including:
1) A query that retrieves fast formula functions and their underlying packages.
2) A query that lists fast formulas with their FF code, description, edit status, formula text and other metadata.
3) A query that extracts database items (DBIs) from a process order, including the module, group, user name, data type, definition and contexts used.
4) A query that retrieves fast formula contexts by formula type.
How to create payslip through self serviceFeras Ahmad
This document provides steps to create an employee self-service payslip function in Oracle Applications. It involves:
1. Creating an RDF, XML, and RTF file to define the payslip data and template
2. Uploading these files and defining a data model and template in XML Publisher
3. Creating a function and assigning it to the employee self-service menu for users to access their payslips
4. Executing the function to generate and view payslips based on entered parameters
Oracle Fusion HCM provides four predefined tree structures - department trees, organization trees, position trees, and geography trees - to represent hierarchical organizational data. Department trees are mostly used for security and messaging, with departments as nodes. Organization trees can be automatically set up or custom built. Position trees establish reporting relationships. Geography trees specify locations for events. The document provides instructions for creating and structuring a department tree in Oracle Fusion.
This document discusses employment models in Oracle Fusion. It describes two-tier models which include single assignment, single assignment with contract, and multiple assignments. It also describes three-tier models which add an employment term entity and have variations like single term with single assignment. The document explains how to configure employment models and switch between them, with limitations when work relationships already exist. Attributes can be overridden or locked at the assignment level.
Infolets and OTBI Deep link Actionable Reports - Configuration Work Book Feras Ahmad
This document provides information and instructions for configuring deep links from Oracle Transactional Business Intelligence (OTBI) reports and analyses to pages and objects in the Risk Management Cloud application. It includes sample deep link URLs for various application pages and objects, such as risks, controls, processes, and more. It also explains how to set the "interaction" property in OTBI analyses to create clickable links using these deep link URLs.
This document summarizes key payroll concepts and tables in an Oracle HRMS system. It defines common payroll terms like elements, input values, and element links. It describes important payroll tables like PER_ALL_PEOPLE_F, PER_ALL_ASSIGNMENTS_F, PAY_ELEMENT_TYPES_F, and PAY_ELEMENT_ENTRY_VALUES_F. It also provides examples of queries to retrieve employee salary information and run results.
Oracle Fast Formula allows users to write formulas using English words and basic math functions to calculate elements like payroll and PTO accrual without needing to learn database structures or programming languages. It can be used for tasks like validating inputs, defining assignment sets, and configuring reports. Users define formulas by navigating through the Oracle system and writing logic that references database items.
All payroll elements with eligibility Oracle Fusion CloudFeras Ahmad
This document contains a SQL query that selects employee data including identification numbers, names, locations, departments, payroll information, pay amounts, and dates from various payroll and employee database tables. It joins these tables together on common fields like employee IDs, payroll IDs, and effective dates to retrieve the relevant information for payroll processing and reporting.
The document describes how to set up a leave accrual plan in Oracle HRMS. It involves creating elements to track opening balances, adjustments, and encashment. An accrual plan is then defined to calculate leave balances based on accrual bands. A function returns accrued leave as of a given date based on contract type and tables storing accrual data. The accrual formula uses this function to calculate accrued days between hire/contract dates and the calculation date.
An Overview of Fusion Absence Management Absence Plan Definition and UseAshish Harbhajanka
The document provides an overview of absence plan definition and use in Fusion absence management. It defines what an absence plan is, including plan type, term, unit of measure, accrual method, frequency, ceiling, carryover, vesting period, and various rate rules. It then gives a sample business requirement to create a accrual-type absence plan with incremental accrual and provides justifications for using fast formulas to define certain attributes and rules for flexibility.
Calendar working days and holidays for Oracle EBS R12 Absence managementFeras Ahmad
The document provides instructions to build two functions - calculate_working_days and CALCULATE_CALENDAR_DAYS - inside an Oracle package. The calculate_working_days function calculates the number of working days between two dates by excluding weekends and holidays. The CALCULATE_CALENDAR_DAYS function calculates the number of calendar days between two dates by looking at calendar entries in a per_calendar_entries table. It then instructs to define these functions, populate tables and rows with data, define calendar events, and use the functions within the bg_absence_formula.
Oracle Fusion Cloud Payroll Costing QueryFeras Ahmad
This SQL query retrieves data from multiple payroll-related tables to provide costing and accounting information for different elements. It joins tables related to element types, links, classifications, cost allocations and accounts to return fields like company, department, account and intercompany values for both the cost and offset accounting distributions. The query filters for elements that have costing enabled and an eligibility link defined.
This document provides a training guide for using the Oracle EBS R12 Human Resources system. It covers topics such as starting Oracle applications, choosing a responsibility, navigating forms, getting help, and the core HR functionality including entering employee data, recruitment, defining work structures, and administration settings. The guide is intended to help FUJCCI HR staff learn the essential functionality of Oracle HRMS. It provides step-by-step instructions on common HR tasks in Oracle such as hiring, promotions, payroll, and system configuration.
This document provides instructions for setting up payroll in Oracle HRMS R12. It describes defining a consolidation set, payment methods, payroll details including period type, mapping costs to accounting, elements, element links, salary basis, tax organizations, and assigning payrolls and elements to employees. The final section covers running the actual payroll.
Fixed: Employee is missing from your QuickBooks Desktop PayrollAccounting Advice
QuickBooks offers an assortment of finance reports that create an abundance of data about an organization's representatives and costs. These reports can give data about broad staff or about individual workers, and can be effortlessly sent out to share and expand utilizes for the information.Let's check how to resolve Employee is missing from your QuickBooks Desktop Payroll issue .
The document provides an overview of absence management and its key components. It discusses setting up absence types which define the general processing and user experience for different leave types like sick leave or maternity leave. Absence plans determine payment and entitlements for leaves. Other components include reasons, rate definitions, repeating time periods, and display features which control fields, approvals, and dates shown for each absence type.
eresource HRMS is a integrated solution designed to facilitate HR operation by reducing time intensive administration task and lowering cost by deploying self service application
The document discusses various topics related to fixed assets in Oracle Applications including:
1. There are three ways to add assets: quick additions, detail additions, and mass additions.
2. Depreciation is calculated by running the depreciation program for each book. This updates expense, accumulated depreciation, and other values.
3. Asset books are used to define depreciation rules and generate journal entries. The main types are corporate, tax, and budget books.
The document provides an overview of Oracle Payroll setup and processes. It discusses defining compensation elements and linking them to employees. It also covers creating payrolls, writing formulas, and processing payroll runs. The document outlines managing corrections and post-payroll activities like costing and transferring data to the general ledger.
Payroll is the process of maintaining records of all employees’ salaries.
1) The Payroll function in Tally.ERP 9 facilitates accurate and timely
employee payments.
2) The Attendance/Production Type is used to record attendance and production
data.
3) Salary components constituting Pay Structures are called Pay Heads.
4) Gratuity is a monetary benefit paid by an employer to an employee, at
the end of the employment, for the services rendered over the period of
employment.
5) Attendance voucher is a voucher type used to record attendance, overtime,
leave or production details.
6)Payroll voucher is used to record employees’ payroll related transactions.
7)Payslip is a document, issued to an employee, that itemises each component
of his/her earnings and deductions.
8)Pay Sheet is a matrix report with details of pay heads pertaining to
employees.
9) Payroll Statement helps to generate reports for specific pay heads.
10) Attendance Sheet displays information relating to employees’ attendance
or production data.
11) Gratuity Summary Report calculates the liability of a company in terms
of gratuity.
This document provides instructions for configuring Oracle Payroll. It outlines the key steps which include defining consolidation, period types, payment methods, payroll, statutory information, GL flexfields, element classification, elements, element links, salary basis, and creating employees. Details are given for entering salary and payment information for employees and running quick pay to view payroll results. Feedback on the instructions is welcomed.
The document provides instructions on configuring payroll in Tally.ERP 9. It discusses creating employee groups, employee masters, payroll units like hours and minutes, attendance types like present and overtime. It also covers creating pay heads for earnings like salary and deductions like PF. The goal is to set up the necessary payroll masters and configurations to process payroll accurately in Tally.ERP 9 based on the business requirements.
The document discusses the key tables and steps involved in processing payroll in the PeopleSoft HRMS system. It describes the various foundation, payroll processing, tax, and balance tables that need to be set up. It then outlines the 6 main steps to processing payroll as: 1) setting up tables, 2) setting up employee information, 3) paysheet creation, 4) pay calculation, 5) pay confirmation, and 6) creating reports and files.
The document discusses OpenERP's hr_payroll module which provides features for payroll management including employee management, payslips, payroll registers, leave management, overtime, allowances, deductions, and bank advice generation. It describes how to install and configure the module including setting up holiday statuses, allowance/deduction heads, employee functions, employee contracts, and accounting integration. The module allows automatic payroll processing and reporting including payslips, payroll registers, bank advice, annual salary reports, and annual employee payroll reports.
Week 5 Learning Team Assignment Grading GuideACC492 Version.docxcockekeshia
Week 5 Learning Team Assignment Grading Guide
ACC/492 Version 8
2
Learning Team Assignment: Week 5 Learning Team Assignment
Purpose of Assignment
Prior to completing the audit, the auditor needs to identify any activity that might affect their reporting. Identification of contingent liabilities and subsequent events are key links between completing fieldwork and issuing the auditors’ report.
A contingent liability is a potential liability (e.g. damages to be paid for a pending lawsuit or a product warranty). For example, if the outcome of a lawsuit and/or amount to be paid in a lawsuit is unknown or unknowable, the company cannot or should not record the amount owed in a particular period in its financial statements. The company may be found not liable for the lawsuit. However, because there is the potential for damages payments, this information needs to be disclosed so the reader of the financial statements can factor that information into their analysis of the company. Likewise, use of warranties is often an unknown.
Consequently, how the company plans to account for these should be disclosed.
According to the AICPA, “An independent auditor's report ordinarily is issued in connection with historical financial statements that purport to present financial position at a stated date and results of operations and cash flows for a period ended on that date. However, events or transactions sometimes occur subsequent to the balance-sheet date, but prior to the issuance of the financial statements. This can have a material effect on the financial statements and therefore require adjustment or disclosure in the statements. These occurrences hereinafter are referred to as "subsequent events." (AU 560).
The purpose of this assignment is to give the student some experience in addressing two key steps an auditor goes through as they complete fieldwork and begin preparing for the reporting phase of the audit.
Grading Guide
Content
Met
Partially Met
Not Met
Comments:
Explains the importance of reviewing for contingent liabilities and subsequent events.
Describes the requirements for reviewing for contingent liabilities and subsequent events.
Presentation consists of 10 to 12-slides and is appropriate for the audience.
The presentation includes relevant media and visual aids that are consistent with the content.
Total Available
Total Earned
X
#/X
Presentation Guidelines
Met
Partially Met
Not Met
Comments:
The presentation is laid out with effective use of headings, font styles, font sizes, and white space.
Intellectual property is recognized with in-text citations and a reference slide.
The presentation includes an introduction and conclusion that preview and review major points.
Major points are stated clearly; are supported by specific details, examples, or analysis; and are organized logically.
Rules of grammar and usage are followed including spelling and punctuation.
Total Available
To.
Learn to Create a Payroll Summary Report in QuickBooks.pptxDancing Numbers
A payroll summary report is a great way to keep track of employee expenses and income. This report is also an important tool for understanding your company’s financial health. In this blog post, we will walk you through the steps necessary to create payroll summary report in QuickBooks.
CC 322 FINAL PROJECT TWO: NONPROFIT ACCOUNTING GUIDELINES AND RUBRIC OVERVIEWJanuMorandy
The document provides an overview of the final project for an accounting course which involves creating an accounting workbook and memo for a nonprofit organization. Students will analyze transactions, prepare journal entries and financial statements, and communicate the results of operations and financial position to management. They will also discuss how the accounting and statements would differ if the organization was for-profit or government-operated. The project aims to demonstrate understanding of nonprofit accounting standards and analyzing an organization's fiscal strength.
Jazzit Score is a financial reporting tool that automatically creates a comprehensive 32 page financial report analyzing the health of your clients’ business. Drawing on the trial balance info already entered in CaseWare Working Papers, it includes ratio analysis, trend analysis, comparative industry and custom defined benchmarks with insightful commentary.
Founded in 2000, Jazzit is Canada’s leading supplier of premium CaseWare templates for accountants. Our products include Jazzit Fundamentals, Jazzit Checklists and Jazzit Score, creating a powerful suite of automated solutions for SME practioners. Jazzit Fundamentals, the flagship product, is an integrated suite of over 115 templates and letters that assist public accountants in completing year-end engagements with their corporate clients. With offices in Calgary, Alberta, and Kelowna, B.C., Jazzit’s software serves over 5,000 accounting professionals across Canada.
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Uae absence whitepaper
1. Oracle Fusion Human Capital Management for
United Arab Emirates
Absence Management Implementation and Functional
Considerations
O R A C L E W H I T E P A P E R | A P R I L 2 0 1 6
2. ORACLE FUSION HUMAN CAPITAL MANAGEMENT FOR UNITED ARAB EMIRATES – ABSENCE MANAGEMENT IMPLEMENTATION AND FUNCTIONAL
CONSIDERATIONS
Disclaimer
The following is intended to outline our general product direction. It is intended for information purposes
only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code,
or functionality, and should not be relied upon in making purchasing decisions. The development, release,
and timing of any features or functionality described for Oracle’s products remains at the sole discretion
of Oracle.
Table of Contents
Introduction 2
Overview 2
Absence Transactions 3
Setup Sequence for Absence Management 3
Create Rate Definitions 3
Create Absence Elements 4
Create Derived Factors 5
Create Eligibility Profiles 6
Create Absence Plans 8
Create Absence Types 11
Worked Example: Sick leave 14
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Introduction
This paper provides examples, based on statutory requirements, of the setup tasks required for creating UAE-specific absence
elements and absence management for your enterprise from Release 10 onwards.
This paper assumes that the following associated documents have been read:
» Implementing Absence Management
» Creating and Assigning a Work Schedule
» Trouble-Shooting Fusion Absence / Payroll Integration Issues (Doc ID 1930654.1)
» Oracle Fusion HRMS (United Arab Emirates): HR Implementation and Functional Considerations
» Oracle Fusion HRMS (United Arab Emirates): Payroll Implementation and Functional Considerations
Overview
With absence management you can manage worker absences and corresponding entitlements. You can create absence types based
on predefined absence patterns, and associate them with absence plans. You must associate an absence element with an absence
plan if you wish to transfer the following information for payroll processing:
» Payments for absent time during maternity or long term sickness
» Disbursement of partial time accruals
» Accrual disbursement when plan enrolment ends
» Absence liability amounts
You can process the payments in Oracle Fusion Global Payroll or use HCM extracts to transfer the information to a third-party payroll
application for processing.
The following objects need to be defined:
» Rate Definitions
» Absence Elements
» Derived Factors
» Eligibility Profiles
» Absence Plans
» Absence Reasons
» Absence Certifications
» Absence Types
» Absence Categories
To support the following types of absence:
» Annual leave
» Sick leave
» Maternity leave
» Paternity leave
» Pilgrimage leave
» Bereavement leave
» Unpaid leave
The suggested order for defining objects ensures that information is available when required.
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Absence Transactions
The following information is based on how users record absence information.
The assessment date for all types of leave, except Maternity or Paternity, would normally be when the absence begins.
The assessment date for Maternity or Paternity leave would normally be based on a qualification date.
For example, statutory maternity leave is for 60 working days, and 12 working days are to be taken prior to the expected birth of the
child. The assessment date would be based on a qualification date. The qualification date formula would be the expected birth date
minus 14 calendar days, or 12 working days based on a 6-day working week.
Annual Leave
To record annual leave the user must enter the start and end dates, but start and end times are optional.
Open ended annual leave is not expected.
Sick Leave
To record sick leave the user must enter the start and end dates, but start and end times could be optional.
The end date would be entered when the person returns to work so open ended sick leave is allowed.
Maternity Leave
To record maternity leave the user must enter the expected date of childbirth and the planned start and end dates of leave.
As statutory maternity leave has to start no later than 12 working days before the expected date of childbirth there is no earliest start
date.
The latest start of leave should be calculated as 14 calendar days prior to the expected date of childbirth.
Actual date of childbirth is required.
Actual start date will be required and actual return date will be entered when the person returns to work, so open ended maternity
leave is allowed.
Paternity Leave
To record paternity leave the user must enter the expected date of childbirth and the planned start and end dates of leave.
Actual date of childbirth is not required.
Actual start date and actual return date will be required, but start and end times are optional.
Pilgrimage Leave
To record pilgrimage leave the user must enter the start and end dates, but start and end times are optional.
Open ended pilgrimage leave is not expected.
Bereavement Leave
To record bereavement leave the user must enter the start and end dates, but start and end times are optional.
Open ended bereavement leave is not expected.
Unpaid Leave
To record unpaid leave the user must enter the start and end dates, but start and end times are optional.
Open ended unpaid leave is not expected.
For further information on Unpaid leave processing refer to Upgrade to Global Absences and Functional Considerations (UAE, Saudi
Arabia, Kuwait) (Doc ID 1918703.1)
Setup Sequence for Absence Management
The suggested setup sequence for absence management is as follows:
Create Rate Definitions
You can create rate definitions to calculate compensation rates and other rates, such as accrual rates, using payroll balances. You
can use rate definitions in absence plans or by calling the rate calculation formula from another formula. If the rate is based on more
5. [O.FOOTER] ENTER TITLE OF DOCUMENT HERE
than one balance, you can specify multiple rate contributors. Use the Manage Rate Definitions task in the Payroll Calculations work
area.
See Implementing Absence Management: Rate Definitions
You must specify a periodicity, such as hourly or weekly, for the returned rate and each rate contributors. When you use the rate in a
formula, you can, however, override the default periodicity.
The rate calculation:
1. Converts all values that contribute to the rate into a single periodicity.
2. Converts that rate into the return periodicity.
For example, for a rate with a periodicity of weekly using the annualization conversion formula, the rate calculation does the following:
1. Calculates an annual figure from the value and periodicity of each contributing earning and deduction.
2. Converts the annual figure into a weekly value.
By default, rates are converted using the following values:
52 weeks in a year
12 months in a year
260 working days in a year
To specify different conversion rates, you can define your own formula using the Rate Conversion formula type.
For example the formula provided for an annualized rate conversion includes the calculation based on 260 working days in a year, a 5
day working week, whereas a 6 day working week equates to 312 working days in a year. The following is an example of how to
create a formula based on a 6 day working week:
» Navigate to task Manage Fast Formulas in the Payroll Calculations work area
» Search for a formula of Type equal to Rate Conversion
» Select ANNUALIZED RATE CONVERSION
» Copy Formula Text (do not edit original fast formula)
» Create a new fast formula using Create icon at top of search results table
» Enter Formula Name
» Select Type as Rate Conversion
» Enter a Description
» Select an existing UAE Legislative Data Group
» Enter the Effective Date from which fast formula can be used
» Insert Formula Text copied from the original ANNUALIZED RATE CONVERSION fast formula
» Edit Formula Text by changing all instances of 260 to 312
» Save and Submit the fast formula
» Compile the fast formula
Create Absence Elements
The Manage Elements task uses a questionnaire to gather information which is then used to create all the supporting payroll definitions
such as elements, balances, formulas, and calculation component required to process absences. Follow the steps detailed below:
» Navigate to task Manage Elements in the Payroll Calculations work area
» On the Manage Elements page, click Create
» On the Create Element window, select the Legislative Data Group and Absences from the list for Primary Classification
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» Select the appropriate value from the table below for Secondary Classification
» The Category will be defaulted to Absence
» Select Continue to open the Create Element page
Absence Type Secondary Classification
Annual Leave Vacation
Sick Leave Sickness
Maternity Leave Maternity
Paternity Leave Maternity
Pilgrimage Leave Other
Bereavement Leave Other
Unpaid Leave Other
» Enter Name for the element. Note: This name is used as the prefix for all supporting payroll definitions that are created, for
example elements, balances and formula
» Enter a Reporting Name Note: this is the name shown when the element is displayed on reports
» Enter a Description for the element
» Enter the Effective Date from which the element can be used
» Enter the Currency Note: the default value, based on the LDG previously selected, is UAE Dirham
» Select the calculation units as Days
» Select the appropriate value from the table below for type of absence information
» Select Next
Absence Type Type of Absence Information for Payroll
Annual Leave Accrual balances and Absences
Sick Leave Qualification Absences
Maternity Leave Qualification Absences
Paternity Leave Qualification Absences
Pilgrimage Leave Qualification Absences
Bereavement Leave Qualification Absences
Unpaid Leave No Entitlement Absences
The review page summarizing the values entered will be shown. If the details are correct press Submit button to create the element and its
associated payroll definitions, otherwise correct the information before submitting.
After creating element eligibility records via the Element Summary click Done.
Create Derived Factors
Derived factors define how to calculate certain eligibility criteria that change over time, such as a person's age or length of service.
You add derived factors to eligibility profiles and then associate the profiles with objects that restrict eligibility.
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See Implementing Absence Management: Eligibility Profiles
The following derived factors can be created via the Manage Derived Factors task:
» Age
» Length of service
» A combination of age and length of service
» Compensation
» Hours worked
» Full-time equivalent
For example when annual leave is based on length of service, 30 days for service over 12 months, create a derived factor.
If you cannot define the required criteria as a derived factor create a user-defined criteria. For example Pilgrimage leave will only apply
to those workers whose Religion is Islam, and Religion is not included as one of the types of derived factor.
» Navigate to Plan Configuration work area in Benefits Administration
» Select Manage User-Defined Criteria task from task list
» Create a new user-defined criteria using Create icon at top of search results table
» Enter a Name for the criteria
» Enter a Description for the criteria, if required
» Enter the Short Code for the criteria
» Select Table Person Attributes
» Select Lookup PER_RELIGION
» Select Column ATTRIBUTE_CATEGORY
» Select Save and Close
Create Eligibility Profiles
Create eligibility profiles to define criteria that determine whether a person qualifies for objects that you associate the profile with. You
can associate eligibility profiles with objects in a variety of business processes.
See Implementing Absence Management: Eligibility Profiles
As the majority of absence types will be applicable to all workers it is suggested that the only eligibility profiles that need to be created
are for:
» Annual leave
» Maternity leave
» Paternity leave
» Pilgrimage leave
Eligibility Profile for Annual leave:
» Navigate to Plan Configuration in Benefits Administration work area
» Go to Eligibility Profiles tab
» Create a new eligibility profile using Create icon at top of search results table
» Select Create Participant Profile
» Enter Name for the profile
» Select Assignment to Use as required
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» Profile Usage defaults to Benefits
» Status defaults to Active
» Go to Eligibility Criteria: Employment tab
» Go to Probation Period tab
» Create a new eligibility criteria using Create icon at top of table
» Enter Sequence as 1
» Enter details as required, tick Exclude to exclude those on probation
» Select Save and Close
Eligibility Profile for Maternity leave:
» Navigate to Plan Configuration in Benefits Administration work area
» Go to Eligibility Profiles tab
» Create a new eligibility profile using Create icon at top of search results table
» Select Create Participant Profile
» Enter Name for the profile
» Select Assignment to Use as required
» Profile Usage defaults to Benefits
» Status defaults to Active
» Go to Eligibility Criteria: Personal tab
» Go to Gender tab
» Create a new eligibility criteria using Create icon at top of table
» Enter Sequence as 1
» Select Gender Female
» Select Save and Close
Eligibility Profile for Paternity leave:
» Navigate to Plan Configuration in Benefits Administration work area
» Go to Eligibility Profiles tab
» Create a new eligibility profile using Create icon at top of search results table
» Select Create Participant Profile
» Enter Name for the profile
» Select Assignment to Use as required
» Profile Usage defaults to Benefits
» Status defaults to Active
» Go to Eligibility Criteria: Personal tab
» Go to Gender tab
» Create a new eligibility criteria using Create icon at top of table
» Enter Sequence as 1
» Select Gender Male
» Select Save and Close
Eligibility Profile for Pilgrimage leave:
» Navigate to Plan Configuration in Benefits Administration work area
» Go to Eligibility Profiles tab
» Create a new eligibility profile using Create icon at top of search results table
» Select Create Participant Profile
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» Enter Name for the profile
» Select Assignment to Use as required
» Profile Usage defaults to Benefits
» Status defaults to Active
» Go to Eligibility Criteria: Other tab
» Go to User Defined Criteria tab
» Create a new eligibility criteria using Create icon at top of table
» Enter Sequence as 1
» Select User-Defined Criteria as previously defined user-defined criteria for Religion
» Select Meaning Islam
» Select Save and Close
Create Absence Plans
Absence Plans determine how entitlements are calculated; the timeframes used in the calculations; the actual parameters of the
entitlements; the relationship to payroll and other such functions.
The following types of Absence Plan are available:
Accrual - Accrual is the entitlement time that is earned by the employee on some periodic basis. An accrual may not mean
that the specific time may be available for the employee to use. Accrual simply implies that entitlement time is given under
predefined conditions at continuous points of time during the life of the plan.
Qualification - A Qualification Plan is a form of Absence Plan in which the employee’s entitlement to time off is not earned on
a period basis but is granted to them. Non-accrued plans are typically used for entitlements other than vacation (e.g.
sickness, maternity, family leave, jury duty, military service).
No Entitlement – A Plan which has neither Accruals nor Entitlements defined. Commonly this type of plans is used to track
Loss of Pay or Unpaid Absences.
Once defined, an Absence Plan can be associated to one or more Absence Types.
See Implementing Absence Management: Absence Plans
In UAE plans need to be created to support the following absence types:
» Annual leave
» Sick leave
» Maternity leave
» Paternity leave
» Pilgrimage leave
» Bereavement leave
» Unpaid leave
Please note that not all attributes are applicable for each type of absence plan.
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The following is the suggested setup for each absence plan based on statutory requirements. Use this table as a guideline as to what
to enter for Plan Attributes.
Plan Attributes
Annual leave Sick leave
Maternity
leave
Paternity
leave
Pilgrimage
leave
Bereavemen
t leave
Unpaid leave
Plan Type Accrual Qualification Qualification Qualification Qualification Qualification No entitlement
Type Anniversary Year Rolling Backward
Absence
Duration
Absence
Duration
Absence
Duration
Absence
Duration
Calendar Year
Anniversary Event Rule Hire Date N/A N/A N/A N/A N/A N/A
Term Duration N/A 1 N/A N/A N/A N/A N/A
Term Duration UOM N/A Years N/A N/A N/A N/A N/A
Start Rule N/A Absence start date N/A N/A N/A N/A N/A
Overlap Rule N/A Exclude N/A N/A N/A N/A N/A
» Navigate to task Manage Absence Plans in the Absence Administration work area
» Create a new absence plan using Create icon at top of search results table
» Enter Effective As-of Date
» Select Legislation UAE
» Select Plan Type as suggested in the table above and Continue
» Go to Plan Attributes tab
» Enter Plan name
» Select Legislative Data Group
» Select Status Active
» Select Plan UOM Days
» Select Type as suggested in the table above
» Select Anniversary Event Rule, if applicable, as suggested in the table above
» Enter Term Duration, if applicable, as suggested in the table above
» Select Term Duration UOM, if applicable, as suggested in the table above
» Select Overlap Rule, if applicable, as suggested in the table above
The following is the suggested setup for each absence plan based on statutory requirements. Use this table as a guideline as to what to
enter for Participation
Participation
Annual
leave
Sick
leave
Maternity
leave
Paternity
leave
Pilgrimage
leave
Bereavement
leave
Unpaid leave
Qualification
Date Rule
Absence Start
Date
Absence
Start Date
Date of Childbirth
or Placement
Date of Childbirth
or Placement
Absence Start
Date
Absence Start
Date
Absence Start
Date
Eligibility
As previously
created
null
As previously
created
As previously
created
As previously
created
null null
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For all absence plans:
» Go to Participation tab
» Select Qualification Date Rule as suggested in the table above
» Select Entitlement End Rule As of Event
» Add a new Eligibility using Select and Add icon at top of table, that were previously created for Annual leave, Maternity leave,
Paternity leave and Pilgrimage leave only
For Annual leave absence plan only:
» Go to Accruals tab
» Select Accrual Definition Formula
» Select Accrual Formula previously created
» Enter Payment Percentage 100 %
» Select Accrual Method Front-loaded
» Select Accrual Frequency Source Person primary frequency
» Select Partial Accrual Period Formula None
» Select Accrual Vesting Rule None
» Select Ceiling Rule None
Accrual Formula Example: entitlement for annual leave could be based on:
o Service is less than or equal to 6 months = Pay Rate Factor –100% and Days equals 0, and
o Service is more than 6 months and less than or equal to 12 months = Pay Rate Factor –100% and Days equals 0, and
o Years of service is more than 5 years = Pay Rate Factor –100% and Days equals 30, and
o Annual leave can be carried forward on the anniversary of their hire date or the 1st
January depending on company policy,
but must be taken by the end of 90 days
o Any carried forward leave not taken by the allotted time cannot be paid (unless their contract states otherwise)
See Implementing Absence Management: Absence Plans: Formula Creation and Error Handling for Absence Management
The following is the suggested setup for each absence plan based on statutory requirements. Use this table as a guideline as to what to
enter for Entitlements.
Entitlements
Sick leave Maternity leave Paternity leave Pilgrimage leave Bereavement leave
Entitlement
Start Date
Absence Start Date Qualification date Qualification date Absence Start Date Absence Start Date
Qualification
Details
Sequence
As required As required 1 1 1
Expression
Builder
Example
Sequence 1 = Duration
30 Days and Payment
percentage is 100%
Sequence 2 = Duration
60 Days and Payment
percentage is 75%
Sequence 3 = Duration
30 Days and Payment
percentage is 0%
Example
Sequence 1 = Duration
45 Days and Payment
percentage is 100%
Sequence 2 = Duration
10 Days and Payment
percentage is 0%
Example
Sequence 1 =
Duration 3 Days
and Payment
percentage is
100%
Example
Sequence 1 = Duration
30 Days and Payment
percentage is 100%
Example
Sequence 1 = Duration
130 Days and Payment
percentage is 100%
12. [O.FOOTER] ENTER TITLE OF DOCUMENT HERE
For all absence plans:
» Go to Entitlements tab
» Select Entitlement Definition Type Matrix
» Enter Entitlement Start Date as suggested in the table above
» Add Qualification Band Matrix using Add icon at top of table
o Enter Sequence 1
o Enter expression builder 1=1
» Add Qualification Details using Add icon at top of table. For example entitlement for sickness leave could be based on a matrix
where:
o Sequence 1 = Duration 15 Days and Payment percentage is 100%
o Sequence 2 = Duration 30 Days and Payment percentage is 50%
o Sequence 3 = Duration 45 Days and Payment percentage is 0%
For Unpaid leave absence plan only:
» Do not go to Entitlements tab as there are no entitlements
For all absence plans:
» Go to Entries and Balances tab
See Implementing Absence Management: Absence Plans on how to complete this section. This is required to be completed for enabling
payroll, linking the element and attaching the rate definition.
Create Absence Types
Broadly speaking, Absence Type controls the description of the absence (example: Holiday, Vacation, Sickness Leave) and can be
further refined by using Absence Reasons. Absence Type also controls what type of information is available to include within self-
service and administrative transactions.
Absence Types will tie the actual transaction of scheduling and recording absences to the plans that process the absence for payment
and balance maintenance.
Patterns provide high level control of how the application collects date information and how certain data is displayed.
The UI patterns available are:
» Generic absence
» Childbirth or Placement
» Illness or Injury
See Implementing Absence Management: Absence Types, Reasons and Categories
Create the following Absence Types:
» Annual leave
» Sick leave
» Maternity leave
» Paternity leave
» Pilgrimage leave
» Bereavement leave
» Unpaid leave
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The following is the suggested setup for each absence type based on statutory requirements. Use this table as a guideline as to what
to enter for Type Attributes.
TYPE ATTRIBUTES
Create
Name
Annual
leave
Sick leave Maternity leave Paternity leave Pilgrimage leave Bereavement leave Unpaid leave
Pattern
Generic
Absence
Illness or injury
Childbirth or
Placement
Childbirth or
Placement
Generic Absence Generic Absence Generic Absence
General Attributes
Event Type N/A N/A Child birth Child birth N/A N/A N/A
Special Conditions N/A None
Postnatal
complications
Miscarriage
Prenatal
complications
Premature childbirth
Postnatal
complications
Miscarriage
Prenatal
complications
Premature
childbirth
N/A N/A N/A
Duration Rules
Maximum Duration
Alert
None Warning Error Error Error Error N/A
Maximum Duration N/A 90 55 3 30
130 for Muslim
females
5 for all others
N/A
Partial Day Unlimited Unlimited Not allowed Not allowed Not allowed Not allowed Not allowed
» Navigate to task Manage Absence Types in the Absence Administration work area
» Enter Effective As-of Date
» Selection Legislation UAE
» Select relevant Pattern as suggested in the table above and Continue
» Go to Type Attributes tab
» Enter Name
» Select Event Type, if applicable, as suggested in the table above
» Select UOM Days
» Select Legislative Data Group
» Select Status Active
» Select Minimum Duration Alert None
» Select Maximum Duration Alert as suggested in the table above
» Enter Maximum Duration as suggested in the table above
» Select Partial Day Rule as suggested in the table above
» Select Absence Record Maintenance as required
» Go to Plans and Reasons tab
» Add previously defined Absence Plans using Select and Add icon at top of table
» Add previously defined Absence Reasons using Select and Add icon at top of table, if applicable
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» Go to Display Features tab
» Complete all sections as required
» Go to Action Items tab
» Add previously defined Absence Certifications using Select and Add icon at top of table, if applicable
Refer to Implementing Absence Management: Absence Types, Reasons and Categories for any other details that are required.
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Worked Example: Sick leave
This example is based on the statutory minimum payment of sick leave.
Prerequisites:
Work schedule created for a six day working week and assigned to the person
New ANNUALIZED RATE CONVERSION Formula created for 312 working days per year based on a six day working week
Create Rate Definitions
» Navigate to task Manage Rate Definition in the Payroll Calculations work area
» On the Manage Rate Definitions page, click Create
» On the Create Rate Definition, select Derived Rate as the Category
» Enter the Effective Start Date and select the Legislative Data Group
» Select OK to open the Create Rate Definition page
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» Enter a Name for the rate
» Enter a Short Name
» Accept the default Status and Employment Level
» Accept the default Periodicity
» Select Periodicity Conversion Formula as the ANNUALIZED RATE CONVERSION Formula created for 312 working days
per year
» On the Calculation: Rate Contributors section of the page, click Create
» Select Balance as the Contributor Type to open the Create Rate Contributor page
» On the Create Rate Contributor page select Subject to Social Insurance as the Balance Name and Relationship Period to Date
as the Balance Dimension
» Select Annually as the Periodicity
» Click on Save and Continue
» Submit the Rate Definition
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Create Absence Element and Related Objects
Create Main Absence Element
» Navigate to task Manage Elements in the Payroll Calculations work area
» On the Manage Elements page, click Create
» On the Create Element window, select the Legislative Data Group and Absences from the list for Primary Classification
» Select Sickness for Secondary Classification
» The Category will be defaulted to Absence
» Select Continue to open the Create Element page
» Enter a Name for the element.
» Enter a Reporting Name
» Enter a Description for the element
» Enter the Effective Date from which the element can be used
» Accept the default Currency
» Select Days as the calculation units used for reporting
» Select Qualification Absences for type of absence information you want to be transferred to payroll
» Select Next
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» Choose Select rate to determine absence deduction amount for How do you want to reduce earnings for employees not
requiring a time card?
» Select previously created rate definition for Rate to Determine Absence Deduction Amount
» Select previously created rate definition for Which rate should the absence payment calculation use?
o This could be the same rate used for the deduction amount, or a different rate depending on business needs
o Any reduction in amounts paid due to a reduction in entitlement will be handled as part of the Absence Plan
» Select Next
» Review details and Submit
The following set of elements are created, based on the element name originally given
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Create Element Eligibility for Main Absence Element
» Highlight Element Eligibility on Element Overview
» Select Actions and Create Element Eligibility
» Enter Element Eligibility Name
» Select appropriate Payroll Statutory Unit and Standard as the Relationship Type for Eligibility Criteria
» Select Submit
Create Element Eligibility for Entitlement Absence Element
» Search for and Select absence element created for Entitlement
» Highlight Element Eligibility on Element Overview
» Select Actions and Create Element Eligibility
» Enter Element Eligibility Name
» Select Submit to create an open Eligibility Criteria
Create Absence Plan and Type for Sickness
Create Absence Plan
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» Navigate to task Manage Absence Plans in the Absence Administration work area
» Create a new absence plan using Create icon at top of search results table
» Enter Effective As-of Date
» Select Legislation UAE
» Select Plan Type as Qualification
» Select Continue
» Go to Plan Attributes tab
» Enter Plan name
» Select Legislative Data Group
» Select Status Active
» Select Plan UOM Days
» Select Type as Rolling Backward
» Enter Term Duration as 1
» Select Term Duration UOM as Years
» Select Overlap Rule as Exclude
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» Go to Participation tab
» Select Qualification Date Rule as Absence Start Date
» Select Entitlement End Rule As of Event
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» Go to Entitlements tab
» Select Entitlement Definition Type Matrix
» Enter Entitlement Start Date as Absence start date
» Add Qualification Band Matrix using Add icon at top of table
o Enter Sequence 1
o Select Expression Builder icon
o Enter expression builder as 1=1 and select OK
» Add Qualification Details using Add icon at top of table. For example entitlement for sick leave could be based on a matrix
where:
o Sequence 1 = Duration 15 Days and Payment percentage is 100%
o Sequence 2 = Duration 30 Days and Payment percentage is 50%
o Sequence 3 = Duration 45 Days and Payment percentage is 0%
Enter an appropriate Detail Name for each sequence and select Save and Close when the sequence is complete.
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The details created will be used in the payroll processing of the absence.
» Go to Entries and Balances tab
» Select Absence Payment Rate Rule as Rate definition
» Select Rate Name as previously created rate definition
» Check Transfer absence payment information for payroll processing
» Select Element as previously created absence element
» Select Save and Close to complete the creation of the Absence Plan
.
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Create Absence Type
» Navigate to task Manage Absence Types in the Absence Administration work area
» Create a new absence type using Create icon at top of search results table
» Enter Effective As-of Date
» Selection Legislation UAE
» Select Pattern as Illness or Injury and Continue
» Go to Type Attributes tab
» Enter Name
» Select UOM Days
» Select Legislative Data Group
» Select Status Active
» Select Minimum Duration Alert None
» Select Maximum Duration Alert as Warning
» Enter Maximum Duration as 90
» Select Partial Day Rule as Unlimited
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» Select Absence Record Maintenance as required
» Select Linkage Rule as None
» Go to Plans and Reasons tab
» Add previously defined Absence Plan using Select and Add icon at top of table
» Enter Priority as 1
» Select OK to continue
» Go to Display Features tab
» Complete all sections as required for the needs of the business
Create an Absence record for an Employee
» Navigate to task Manage Absence Records in the Person Management work area for a chosen employee
» On the Manage Absences and Entitlements page, in Absence Records section click Add
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» On the Absence Administration page, select the Type of absence as the sickness absence type previously created
» Enter the appropriate information for:
o Start Date
o Start Time
o End Date
o End Time
» The Duration will be defaulted based on the calculation of working days between the start and end date
» Select Submit to create the Absence record, which will be shown in the Qualification Plans section
Check Absence Calculation Card
» Navigate to task Manage Calculation Cards in the Payroll Calculation work area
» Search for and Select the Person who is absent, with the relevant Effective As-of Date
» Calculation Card Absences is available to select in Search Results
» The details for the absence entered will be shown
This information will be used to calculate the payments due for Sick leave in the payroll process