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Process Overview
Managers can approve/reject the leave. They can also view a history of
absences they have taken.
Absence Management
Role
HR Specialist
Employee
Line Manager
Objectives
By the end of the training session participants will be able to:
Define Element
Enter details :
Name
Reporting Name
Primary Classification
Type (Non-Recurring)
Termination (Actual)
Multiple Entries allowed
(checked)
Enter details :
Name
Link To All Payrolls (Checked)
Costable Type (Not Costed)
Navigation:
Absence Type
Paid Maternity/Paternity
Absence Reasons
Birth Of a child
Adoption of a child
Dependent Care
Child Care
Elder Care
Disabled Care
Code
Meaning
Description
Tag (Optional)
Enabled (checked)
Navigation:
Code
Meaning
Description
Tag (Optional)
Enabled (checked)
Navigation:
Navigation:
HR Records Absences
HR Specialist can enter absence details in
absence screen.
Absence Type
Absence Reason
Authorized By
Save Record
Navigation:
Absence Status
Absence Type
Start Date
End Date
Comments
Review the
absence details
and then click
Submit.
Enter comments
Approve/Reject the
notification.
Employee receives
notification about
approval/rejection of leave.
Navigation:
PTO Accruals
Plan Name
Accrual Category
Accrual Start
Description (optional)
Accrual Formula
Navigation:
Accrual Bands
window helps us to
define the length of
service bands for an
accrual plan.
PTO_PAYROLL_CALCULATION / PTO_PAYROLL_CARRYOVER
An accrual term of one year starting 01-JAN;
An accrual frequency based on the assignments payroll period. The
assignment MUST have a payroll assigned to them and PTO accrues on the
final day of the payroll period, every period regardless of whether the payroll
has been run;
Accrual amounts, maximum carry over, and ceilings are based on length of
service and are defined in the Accrual Bands screen (off the Define Accrual
Plan screen);
Carry over is effective from 31-DEC and expires on (i.e. must be used by) 31DEC the following year;
PTO_SIMPLE_MULTIPLIER / PTO_SIMPLE_CARRYOVER
An accrual term of one year starting 01-JUN;
An accrual frequency of one month (so it is not dependent on a payroll);
Accrual amounts and ceilings are defined within the formula (so the Accrual
Bands window is not required);
The formula sets accrual amount at two days per month, an accrual ceiling of
20 days
Carry over is effective for one year from 31-MAY
PTO_ROLLING_ACCRUAL / PTO_ROLLING_CARRYOVER
An accrual term of one year with no fixed start date. Accruals are calculated for the
previous 12 months
An accrual frequency of one month (so it is not dependent on a payroll);
Accrual amounts and ceilings are defined within the formula (so the Accrual Bands
window is not required);
The formula sets accrual amount at two days per month, an accrual ceiling of 20
days
Carry over is not relevant since the accrual term never ends, but rolls forward.
PTO is lost if it is not used within 12 months.
References
Questions?
Thanks