Assigning a Worker to a Calculation Group

This chapter provides an overview of calculation groups and discusses how to:

• Select a calculation group.

• Run the Employee Service Report.

• Enter startup credits and exceptions.

• Review related jobs for flexible service.

Understanding Calculation Groups

To accrue service credits, a worker must be assigned to a calculation group on the employment record, in the Job Data component. Service accrues separately for each concurrent job that the worker holds.

Belonging to a calculation group does not necessarily qualify a worker to accrue credits for a particular service type. Other factors are the eligibility criteria for the service type (full time, part time, and so on) and the job action or reason codes that are included in the HR Category within the service type's definition name.

When you use the Track Flexible Service business process in Human Resources to assign a worker to a calculation group, you must:

• Establish the calculation group to which the worker belongs.

• Establish whether the worker has previous startup credits.

• Establish any exceptions that the worker might have based on the calculation group to which the worker belongs.

  For example, each service type into which the worker accrues credits may be based on different service accrual start dates.

• Review any related jobs that the worker might have that are eligible for flexible service.

Selecting a Calculation Group

To select a calculation group, use the Position Data (POSITION_DATA) and Job Code Table (JOB_CODE_TBL) components.

To include a worker in the flexible service accrual process:

1. Select a service calculation group for the worker in Flex Service Calc Group (flexible service calculation group).

   For example, you might select the calculation group ADMIN for a department administrator.

   Defaults for the calculation group come from the following sources:

   1. Position Data component, if present.

   2. Job Code Table component, if present.

   3. User entry.

2. In the FTE for Flex Service Accrual field, enter the FTE value to be used in prorating the worker's accrued service.

   The FTE count comes from the job record for the initial entry of the calculation group. This FTE value is used in conjunction with the prorating method and value that you specified in the Service Rules component.

See Also

Setting Up the Administer Workforce Business Process

Creating Positions

Classifying Jobs

Associating a Calendar, Proration, and Date Method with a Service Definition Name

Defining Service Calculation Groups

Running the Employee Service Report

This section discusses how to run the Employee Service Report.

Page Used to Run the Employee Service Report

Entering Startup Credits and Exceptions

This section provides an overview of startup credits and exceptions and discusses how to enter a worker's startup credits and exceptions.

Understanding Startup Credits and Exceptions

Enter worker information on the Flexible Service page if any of the following statements are true:

• The worker has a startup credit that you want to include in his or her service accrual for a service type within a calculation group.

  The Startup Cr (startup credit) field is defined for each service type. Include prior service credits for the worker here, for example, credits from another organization that carry over.

• The worker has a service type that will start accruing credits on a date different from the date on the Run Control page.

  This is for the initial accrual process only. Once you indicate when a service type is to start accruing credits, each process thereafter accrues service credits based on the last calendar period that was processed for the worker.

• The worker isn't entitled to accrue service credits for one or more of the service types within the calculation group to which the worker belongs.

  To exclude the service type from accruing credits for the worker, enter the service type and select Override Calc (override calculation).

• The worker belongs to a calculation group that has a service type with eligibility criteria different from the worker's regular, temporary full-time, or part-time status, and the worker can accrue service credits for that service type.

  For example, if the service type's eligibility criteria state that only full-time workers accrue service credits and you want a specific part-time worker to be able to accrue credits, you can override the eligibility criteria for the worker here. Enter the service type for the worker to override the default on the calculation group's service type.

Note. If you don't enter the start dates for processing the service types, the dates are provided from the Run Control page. If the worker doesn't have any processing exceptions, you don't have to enter the worker's information on the Flexible Service page. This section discusses how to enter a worker's startup credits and exceptions.

Page Used to Enter Startup Credits and Exceptions

Entering an Employee's Startup Credits and Exceptions

Access the Flexible Service page (Workforce Administration, Flexible Service EG, Flexible Service, Flexible Service).

Service Type	Select the service type. Only service types that are valid for the selected calculation group appear.
Start Date	Enter the date on which you want credits to begin accruing for this service type. Each service type can have a different start date. However, these dates must fall within the range of dates on the calendar that is used by the calculation group.
Service	Displays the total accrued service credit amount. The value that appears here is a result of an Update to History run process; it reflects the actual credit amount.
(Yrs/Months/Days) (years/months/days)	Displays the total accrued credits in terms of years, months, and days. The service credits have been converted to service years, months, and days from the accrued credit value. The values displayed here are a result of the Update to History run process; they reflect an actual length of time.
Last Proc Dt (last process date)	Displays the date to which the service accrual process has accrued. This is the date that you entered on the run control page.
Startup Cr (startup credit)	Enter the credit amounts that the worker has previously accrued from another job or organization. This value is included in the service accrual process and is added to the worker's total credits. The startup credit is based on a yearly unit; enter six months of credit as 0.50.
Notes	Click to enter supplementary notes that pertain to the service type that you entered for the worker (for example, where the worker earned prior startup credits).
Override Calc (override calculation)	Select to exclude the service type from the service accrual process for the worker. Deselect to include the service type in the service accrual process for the worker.
Change Reason	Change the start date for the service type, or enter a startup credit, and then record the reason for any changes that you made. Select one of the following values: Retroactive Adjustment, Error Corrections, Partial Month, New, Other, Service Recalc. Pending, Recalculation. You can add values in the translate table.

Reviewing Related Jobs for Flexible Service

This section discusses how to review flexible service credits.

Page Used to Review Related Jobs for Flexible Service

Reviewing Flexible Service Credits

Access the View Related Jobs page (Workforce Administration, Flexible Service EG, View Related Jobs, View Related Jobs).

The page lists the worker's flexible service tracking status, calculation groups to which a worker belongs for each job and position held, and calculation groups for which a worker accrues flexible service credits.

Jobs Counted for Flexible Service