PeopleSoft HR 9.1 PeopleBook: Administer Workforce

(ESP) Managing the Spanish Redundancy Procedure (ERE)

This document provides an overview of the Expediente de Regulación de Empleo (ERE) procedure and discusses how to:

Define an ERE event.
Define company-specific details for an ERE event.
Define employees affected by an ERE event.
Update affected employee job and payroll data.
Generate ERE reports.
Complete the ERE procedure.

Understanding ERE

ERE is the administrative procedure under Spanish legislation that companies must follow when requesting a temporary suspension of labor contracts or a collective dismissal because of economic, technological, organizational, or productive reasons, or due to force majeure. Such action requires the agreement of the workers' representatives or, failing this, prior official authorization from the administrative authorities. The administrative authority would be either the Ministry of Employment and Immigration or the Regional Employment Ministry depending on the location of the affected employees.

When a company is forced to perform a massive reduction in force, ERE grants Social Security benefits if the company chooses not to terminate their employees, but rather suspend them temporarily. In addition, ERE provides financial support to employees who are terminated.

Oracle provides all the tools you need to manage the ERE procedure enabling you to enter required data, adjust reductions in contribution and compensation, and generate the reports to communicate required data to legal entities (Social Security and SPEE).

Types of ERE Actions

For a given ERE event, a company can take the following actions for its employees:

Permanent termination: Employees who are terminated permanently are provided an indemnity payment from the company. In addition, terminated employees are eligible to receive unemployment benefits paid by the Servicio Público de Empleo Estatal (SPEE).
Suspension: This action results in the temporary suspension of employees. During this suspension, employees don't work at all and receive a monthly benefit paid by SPEE. At the end of the suspension, employees return to their jobs and receive their normal monthly wage.
Work Schedule Reduction: This action results in a reduced work schedule for affected employees. Their work schedule is reduced either by the number of days worked per month, or the hours worked per day. During the work schedule reduction, employees receive a portion of their wages from their company based on the hours or days worked. In addition, they receive some unemployment benefits from SPEE to make up for wages lost due to their reduced work schedule.

Defining an ERE Event

The first step in the ERE procedure is to define an ERE event. The ERE Data ESP (ERE_DATA_ESP) component enables you to define an ERE event at a collective level. The system uses the data defined for the event for reporting and payroll purposes.

This section discusses how to:

Create an ERE data definition.
Set up ERE payroll data.
Define ERE statuses and documentation.

Pages Used to Define an ERE Event

Page Name	Definition Name	Navigation	Usage
ERE Data ESP - Definition	ERE_DATA_ESP	Workforce Administration, ERE Procedure ESP, ERE Data ESP	Create an ERE data definition.
ERE Data ESP - Payroll	ERE_DTA_BNF_ESP	Workforce Administration, ERE Procedure ESP, ERE Data ESP, Payroll	Set up ERE payroll data.
ERE Data ESP - Status/Documents	ERE_DTA_DOC_ESP	Workforce Administration, ERE Procedure ESP, ERE Data ESP, Status/Documents	Define ERE statuses and documentation.

Creating an ERE Data Definition

Access the ERE Data ESP - Definition page (Workforce Administration, ERE Procedure ESP, ERE Data ESP).

ERE Number

Enter the unique ERE number that is provided by the labor authority that is administrating the ERE event.

Bankruptcy

Select to indicate that the ERE event is associated with a bankruptcy.

Begin Date and End Date

Enter the date range for the ERE event.

Communication Date

Enter the date on which the ERE event is communicated to the affected employees and their representatives.

Applicant Type

Select the entity who is applying for the ERE event. Valid values are: Employee’s Representative, Employees, and Employer.

Reason

Select all reasons that apply to the ERE event. You can select Economical, Technological, Organizational, and Other. If you select the Other check box, enter a description of the reason in the Description field.

Type

Permanent	Select to indicate that permanent terminations are included in the ERE event. When you select this check box, the Termination Date, Days/Years, and Max Period fields become available. Note. If you select this check box, the Permanent ERE (ERE_PERM_EE_ESP) page appears in the ERE Employee Data ESP (ERE_EMPL_DTA_ESP) component for this ERE ID.
Termination Date	Enter the date on which the terminations associated with the ERE event take effect.
Days/Years	Enter the number of days by year of service that the payroll process uses when calculating severance pay amounts for employees affected by permanent ERE.
Max Periods (maximum period)	Enter the maximum number of periods that the payroll process uses when calculating the severance pay amounts for employees affected by permanent ERE.
Suspension	Select to indicate that suspensions are included in the ERE event. When you select this check box, the Suspension Days field becomes available. Note. If you select this check box, the Suspension ERE (ERE_SUSP_EE_ESP) page appears in the ERE Employee Data ESP (ERE_EMPL_DTA_ESP) component for this ERE ID.
Suspension Days	Enter the length of the suspension in days.
Work Sched. Reduction (work schedule reduction)	Select to indicate that work schedule reductions are included in the ERE event. When you select this check box, the Days Reduction, Work Reduction Pct., and Work Schedule Distribution fields become active. Note. If you select this check box, the Work Reduction ERE (ERE_WSRD_EE_ESP) page appears in the ERE Employee Data ESP (ERE_EMPL_DTA_ESP) component for this ERE ID.
Days Reduction	Enter the number of days by which the ERE event reduces the work schedule of employees affected by work schedule reduction ERE.
Work Reduction Pct. (work reduction percentage)	Enter the percentage by which the ERE event reduces the work schedule of employees affected by work schedule reduction ERE.
Work Schedule Distribution	Select whether the work schedule reduction is a Daily Hours Reduction or a Work Day Reduction. If you select the Work Day Reduction value, the Days Type field becomes available.
Days Type	Select whether the work day reduction is for Natural days or Working days. If you select the Working value, the Correction Factor field becomes available.
Correction Factor	Enter the correction coefficient that the payroll process uses when calculating ERE days to account for holidays and weekends. This factor applies to work schedule reductions comprising work days with days not worked.

Comments

Enter any additional comments for the ERE event.

Setting Up ERE Payroll Data

Access the ERE Data ESP - Payroll page (Workforce Administration, ERE Procedure ESP, ERE Data ESP, Payroll).

Use this page to define how the system updates payroll data for employees affected by the two types of temporary ERE: suspensions and work schedule reductions.

Reduction ID	Enter the Social Security reduction ID for the ERE event. You define reduction IDs on the Reduction page.
Extra Period Redn. (extra period reduction)	Enter the percentage by which the system reduces extra period days for employees affected by temporary ERE.
Benefits Base	Enter the accumulator that the system uses as the basis for calculating the ERE complementary benefits of employees affected by temporary ERE. These are the complementary benefits paid by the company in addition to the subsidy paid by SPEE.

ERE Complementary Benefits

Use this group box to define complementary benefits received due to the ERE event.

Define the period for the benefit (usually the number of days up to a certain day). For example, if you enter 4 in the first row, then from days 1–4 (up to day 4) of absence due to ERE, the employee receives a specified percentage. If you enter 5 in the second row, then for day 5, the employee receives another specified percentage. If you enter 10 in the third row, then from days 6–10, the employee receives another specified percentage.

Percentage

Define the percentage of the benefit base that an employee receives in ERE complementary benefits. For example, if you enter 100, employees receive 100 percent of the benefit base during the specified period.

Defining ERE Statuses and Documentation

Access the ERE Data ESP - Status/Documents page (Workforce Administration, ERE Procedure ESP, ERE Data ESP, Status/Documents).

Use this page to enter a status for each step in the ERE procedure. Along with each step in the procedure, you can attach any associated documentation.

Sequence Number	Enter the sequence number for the step in the ERE procedure. By default, the system separates each step by 10.
ERE Status	Enter the status for each step in the procedure. Valid values are: Initiated Requested Rejected Consultation Period Accepted w/Agreement (accepted with agreement) Accepted wo/Agreement (accepted without agreement) Approved Appealed You can use a given status more than once. For example, you might have two or more steps with a status of Consultation Period because each step in the consultation period is associated with a different document.
File Name	Displays a link to the attached file associated with the step in the ERE procedure. Click the link to open the file in a new browser window.
Description	Enter a description of the attached file.
Delete	Click to delete an attached file from the page. Once you delete the file, the step becomes unavailable to edit.
Attach a File	Click to attach a file to a new step in the ERE procedure.

Defining Company-Specific Details for an ERE Event

Once you have defined the collective ERE event, you must define the details for the one or more companies associated with the ERE event. This section discusses how to:

Define ERE company data.
Define ERE representatives.
View ERE distribution information.

Pages Used to Define Company-Specific Details for an ERE Event

Page Name	Definition Name	Navigation	Usage
Company Data	ERE_CMP_DTA_ESP	Workforce Administration, ERE Procedure ESP, ERE Company Data ESP	Define ERE company data.
Representatives	ERE_REPREST_ESP	Workforce Administration, ERE Procedure ESP, ERE Company Data ESP, Representatives	Define ERE representatives.
Distribution	ERE_CMP_DST_ESP	Workforce Administration, ERE Procedure ESP, ERE Company Data ESP, Distribution	View ERE distribution information.

Defining ERE Company Data

Access the Company Data page (Workforce Administration, ERE Procedure ESP, ERE Company Data ESP).

Use this page to define basic ERE information for the companies associated with an ERE event.

Company	Enter the ID of the company associated with the ERE event.
Responsible ID	Enter the ID of the person responsible for managing the ERE event for the company.
Labor Agreement Sign Date	Enter the date on which the company’s labor agreement was originally signed.
Publish Date	Enter the official publication date of the company’s labor agreement.
Contributions Response	Indicate whether the company wants to receive a reply from SPEE regarding the contributions in the XML file for employees affected by ERE. The company must have received permission from employees to request a response.

Defining ERE Representatives

Access the Representatives page (Workforce Administration, ERE Procedure ESP, ERE Company Data ESP, Representatives).

Use this page to identify the company and employee representatives for a company associated with an ERE event.

Company

Use this group box to define the representatives for the employees who work for the company undergoing the ERE event.

Main Contact	Select to indicate the main contact for the employees. Only one employee representative can be designated as the main contact.
Representative ID	Enter the ID of the employee representative.
Name, Contact Phone, and Email ID	These fields display any name, telephone, or email information defined for the representative.

Employees

Main Contact	Select to indicate the main contact for the employees. Only one employee representative can be designated as the main contact.
Representative ID	Enter the ID of the employee representative.
Name, Contact Phone, and Email ID	These fields display any name, telephone, or email information defined for the representative.
Included in ERE	Select to indicate that the representative’s employment is affected by the ERE event.

Viewing ERE Distribution Information

Access the Distribution page (Workforce Administration, ERE Procedure ESP, ERE Company Data ESP, Distribution).

This page lists the establishments and departments of the companies affected by the ERE event along with the count of affected employees. The data that is displayed on this page depends on the employees that you select on the pages of the ERE Employee Data ERE (ERE_EMPL_DTA_ESP) component for the ERE event.

View Geographic Distribution	Click to view a pie chart that illustrates the geographic distribution of the establishments within the company undergoing the ERE event.
View Department Distribution	Click to view a pie chart that illustrates the distribution of departments within the company undergoing the ERE event.

Defining Employees Affected by an ERE Event

The pages of the ERE Employee Data ESP (ERE_EMPL_DTA_ESP) component enable you to determine which employees affected by permanent, suspension, and work schedule reduction ERE.

This section discusses how to:

Select employees affected by permanent ERE.
Enter additional details for employees affected by permanent ERE.
Select employees affected by suspension ERE.
Enter additional details for employees affected by temporary ERE.
Select employees affected by work schedule reduction ERE.
Enter additional details for employees affected by work schedule reduction ERE.

Pages Used to Define Employees Affected by an ERE Event

Page Name	Definition Name	Navigation	Usage
Permanent ERE	ERE_PERM_EE_ESP	Workforce Administration, ERE Procedure ESP, ERE Employee Data ESP	Select employees affected by permanent ERE.
Permanent ERE Employee Data	ERE_PERM_EE_X_ESP	Click the Details icon for an employee on the Permanent ERE page.	Enter additional details for employees affected by permanent ERE.
Suspension ERE	ERE_SUSP_EE_ESP	Workforce Administration, ERE Procedure ESP, ERE Employee Data ESP, Suspension ERE	Select employees affected by suspension ERE.
Suspension ERE Employee Data	ERE_SUSP_EE_X_ESP	Click the Details icon for an employee on the Suspension ERE page.	Enter additional details for employees affected by suspension ERE.
Work Reduction ERE	ERE_WSRD_EE_ESP	Workforce Administration, ERE Procedure ESP, ERE Employee Data ESP, Work Reduction ERE	Select employee affected by work schedule reduction ERE.
Work Reductn ERE Employee Data (work reduction ERE employee data)	ERE_WSRD_EE_X_ESP	Click the Details icon for an employee on the Work Reduction ERE page.	Enter additional details for employees affected by work schedule reduction ERE.

Selecting Employees Affected by Permanent ERE

Access the Permanent ERE page (Workforce Administration, ERE Procedure ESP, ERE Employee Data ESP).

Use this page to select the employees who will be permanently terminated as part of the ERE event. This page appears for this component only if you select the Permanent check box on the ERE Data ESP - Definition page for the ERE event.

Note. Once you run the Process ERE Data (ERE_UDTA_ESP) process, the fields on this page become unavailable to edit.

Empl ID (employee ID)	Enter the ID of the employee you want to terminate through permanent ERE.
Empl Record (employment record)	If the employee has multiple employment records, enter the employment record you want to add to the permanent ERE.
Termination Date	Enter the date on which the terminations associated with the ERE event take effect. By default, the system populates this field with the value you entered on the ERE Data ESP - Definition page for the ERE event.
Severance Days/Year	Enter the maximum number of periods that the payroll process uses when calculating the severance pay amounts for employees affected by permanent ERE. If you entered a value in the Max Periods field on the ERE Data ESP - Definition page for the ERE event, that value appears in this field by default.
	Click the details icon to access the Permanent ERE Employee Data page.
	Click the Correction icon to update field values for an employee after you have run the Process ERE Data (ERE_UDTA_ESP) process. Note. The Process ERE Data (ERE_UDTA_ESP) process updates the employee data in multiple components. You have to manually undo all the data changes it makes.

Entering Additional Details for Employees Affected by Permanent ERE

Access the Permanent ERE Employee Data page (Click the Details icon for an employee on the Permanent ERE page).

Employee Status

Select the employment status for the employee.

Job Code CNO

Enter the official occupation code for the employee.

Employment Office

Enter the unemployment office that manages the subsidy for the employee.

Account ID

Enter the employee’s bank account ID.

Benefit Type

Select whether the employee has Full or Partial benefits.

Benefit Reason

Select whether the reason for the benefit. Values are Contributed Benefit and Replenish Benefit Entitlement.

Benefit Request Date

Enter the date on which the benefit is requested.

Reference Date

Enter the date that the system uses to calculate the maximum and minimum ceilings for the contributive unemployment benefit.

Benefit Begin Date and Benefit End Date

Enter a date range for the benefit.

Common Contingency Base

Displays the sum of common contingencies bases for the last 180 contribution days.

For customers who have PeopleSoft Global Payroll installed, the system calculates and populates the value for this field when you run the Process ERE Data (ERE_UDTA_ESP) process.

Contribution Days

Displays the contribution days used to calculate the daily regulatory base.

For customers who have PeopleSoft Global Payroll installed, the system calculates and populates the value for this field when you run the Process ERE Data (ERE_UDTA_ESP) process.

Daily Contributing Base

Displays the Daily Regulatory Base that is derived from the Professional Contingencies bases (without overtime) for the last 180 contribution days.

For customers who have PeopleSoft Global Payroll installed, the system calculates and populates the value for this field when you run the Process ERE Data (ERE_UDTA_ESP) process.

Spent Days

Enter the number of unemployment days that the employee has used as part of a prior ERE event.

The Process ERE Data (ERE_UDTA_ESP) process updates the Decimal 4 field on the Absence Event Input Detail page to account for these days during the payroll process.

Report as XML

Select the status of the employee’s XML ERE report. Valid values are:

Not Communicated

XML Generated

XML Sent/Confirmated

Selecting Employees Affected by Suspension ERE

Access the Suspension ERE page (Workforce Administration, ERE Procedure ESP, ERE Employee Data ESP, Suspension ERE).

Use this page to select the employees who will be suspended as part of the ERE event. This page appears for this component only if you select the Suspension check box on the ERE Data ESP - Definition page for the ERE event.

Note. Once you run the Process ERE Data (ERE_UDTA_ESP) process, the fields on this page become unavailable to edit.

Empl ID (employee ID)	Enter the ID of the employee you want to suspend.
Empl Record (employment record)	If the employee has multiple employment records, enter the employment record you want to add to the suspension ERE.
Begin Date and End Date	Enter the date range of the employee’s suspension. By default, the system populates these fields using the values of the Begin Date and End Date fields on the ERE Data ESP - Definition page.
Benefit Eligibility	Select the employee’s benefit eligibility. Values are: No Benefit, Regular Benefit, and Special Subsidy. By default, this field has a value of Regular Benefit.
	Click the details icon to access the Suspension ERE Employee Data page.
	Click the Correction icon to update field values for an employee after you have run the Process ERE Data (ERE_UDTA_ESP) process. Note. The Process ERE Data (ERE_UDTA_ESP) process updates the employee data in multiple components. You have to manually undo all the data changes it makes.

Entering Additional Details for Employees Affected by Suspension ERE

Access the Suspension ERE Employee Data page (Click the Details icon for an employee on the Suspension ERE page).

The fields on this page are identical to those on the Permanent ERE Employee Data page.

Selecting Employees Affected by Work Schedule Reduction ERE

Access the Work Reduction ERE page (Workforce Administration, ERE Procedure ESP, ERE Employee Data ESP, Work Reduction ERE).

Note. Once you run the Process ERE Data (ERE_UDTA_ESP) process, the fields on this page become unavailable to edit.

Empl ID (employee ID)	Enter the ID of the employee whose work schedule you are reducing.
Empl Record (employment record)	If the employee has multiple employment records, enter the employment record you want to add to the suspension ERE.
Begin Date and End Date	Enter the date range of the employee’s work schedule reduction. By default, the system populates these fields using the values of the Begin Date and End Date fields on the ERE Data ESP - Definition page.
Benefit Eligibility	Select the employee’s benefit eligibility. Values are: No Benefit, Regular Benefit, and Special Subsidy. By default, this field has a value of Regular Benefit.
Work Schedule Distribution	Select whether the work schedule reduction is a Daily Hours Reduction or a Work Day Reduction. If you select the Daily Hours Reduction value, the Partial Hours field becomes available. If you select the Work Day Reduction value, the Show Schedule link becomes available. By default, the value of this field matches the value you selected in the Work Schedule Distribution field on the ERE Data ESP - Definition page.
Partial Hours	Enter any partial hours associated with the employee’s reduction in daily hours.
Show Schedule	Click to access the Assign Work Schedule page and enter an alternative work schedule that specifies the working days during the period affected by ERE.
	Click the details icon to access the Work Reductn ERE Employee Data page.
	Click the Correction icon to update field values for an employee after you have run the Process ERE Data (ERE_UDTA_ESP) process. Note. The Process ERE Data (ERE_UDTA_ESP) process updates the employee data in multiple components. You have to manually undo all the data changes it makes.

Assigning Schedules

Entering Additional Details for Employees Affected by Work Schedule Reduction ERE

Access the Work Reductn ERE Employee Data (work reduction ERE employee data) page (Click the Details icon for an employee on the Permanent ERE page).

The fields on this page are identical to those on the Permanent ERE Employee Data page.

Updating Affected Employee Job and Payroll Data

Properly adjusting the job and payroll data for all employees affected by an ERE event requires updating up to five separate components in PeopleSoft HCM and PeopleSoft Global Payroll for Spain. Oracle provides a batch process that enables you to perform all of these updates automatically. The process makes updates based on the types of ERE you are processing and the data actions that you define on the Process ERE data actions ESP page.

Permanent ERE

For employees affected by permanent ERE, the Process ERE Data (ERE_UDTA_ESP) process makes the following changes:

Creates a new row on the Work Location page of the Job Data component with the Action and Reason you specify for permanent ERE on the Process ERE data actions ESP page. This action has an effective date equal to one day after the termination date defined for the ERE event.
Creates a new record on the Contract Status/Content page of the Update Contracts component with a Contract End Date equal to the termination date defined for the ERE event.
Creates a new record on the Manage Terminations ESP page with the Termination Reason that you specify for Permanent ERE on the Process ERE data actions ESP page. The effective date of the record is equal to the termination date defined for the ERE event. In addition, the system uses the statutory values for Days/Year and Max Periods to calculate severance pay.
For customers who have Global Payroll installed, calculates the following values and enters them on the Permanent ERE Employee Data page:
- Common Contingency Base
- Contribution Days
- Daily Contributing Base

Suspension ERE

For employees affected by suspension ERE, the Process ERE Data (ERE_UDTA_ESP) process makes the following changes:

Creates a new row on the Work Location page of the Job Data component with the Action and Reason you specify for suspension ERE on the Process ERE data actions ESP page. This action has an effective date equal to the begin date defined for the ERE event.
For the existing record on the Contract Status/Content page of the Update Contracts component, adds a reduction using the reduction ID defined for the ERE event on the ERE Data ESP - Payroll page. The effective date of the reduction is equal to the begin date defined for the ERE event.
Creates a row on the Absence Event Entry page of the Absence Event ESP page using the Absence Take Element you specify for suspension ERE on the Process ERE data actions ESP page. The begin and end dates of the absence event are equal to the begin and end dates defined for the ERE event.
For customers who have Global Payroll installed, calculates the following values and enters them on the Suspension ERE Employee Data page:
- Common Contingency Base
- Contribution Days
- Daily Contributing Base

Daily Hours Reduction ERE

For employees affected by daily hours reduction ERE, the Process ERE Data (ERE_UDTA_ESP) process makes the following changes:

Creates a new row on the Work Location page of the Job Data component with the Action and Reason you specify for daily hours reduction ERE on the Process ERE data actions ESP page. This action has an effective date equal to the begin date defined for the ERE event.
For the existing record on the Contract Status/Content page of the Update Contracts component, adds a reduction using the reduction ID defined for the ERE event on the ERE Data ESP - Payroll page. The effective date of the reduction is equal to the begin date defined for the ERE event.
Creates a row on the Absence Event Entry page of the Absence Event ESP component using the Absence Take Element you specify for daily hours reduction ERE on the Process ERE data actions ESP page. The begin and end dates of the absence event are equal to the begin and end dates defined for the ERE event. In addition, the system enters partial hours for the absence event if you entered a value in the Partial Hours field on the Work Reduction ERE page.
For customers who have Global Payroll installed, calculates the following values and enters them on the Work Reductn ERE Employee Data page:
- Common Contingency Base
- Contribution Days
- Daily Contributing Base

Work Day Reduction ERE

For employees affected by work day reduction ERE, the Process ERE Data (ERE_UDTA_ESP) process makes the following changes:

Creates a new row on the Work Location page of the Job Data component with the Action and Reason you specify for work day reduction ERE on the Process ERE data actions ESP page. This action has an effective date equal to the begin date defined for the ERE event.
For the existing record on the Contract Status/Content page of the Update Contracts component, adds a reduction using the reduction ID defined for the ERE event on the ERE Data ESP - Payroll page. The effective date of the reduction is equal to the begin date defined for the ERE event.
Creates a row on the Absence Event Entry page of the Absence Event ESP component using the Absence Take Element you specify for work day reduction ERE on the Process ERE data actions ESP page. The begin and end dates of the absence event are equal to the begin and end dates defined for the ERE event
For customers who have Global Payroll installed, calculates the following values and enters them on the Work Reductn ERE Employee Data page:
- Common Contingency Base
- Contribution Days
- Daily Contributing Base

Adding Basic Contract Information

Entering Employee Termination Data

Entering Absence Events

Pages Used to Update Affected Employee Job and Payroll Data

Page Name	Definition Name	Navigation	Usage
Process ERE data actions ESP	ERE_UDTA_ACTN_ESP	Set Up HRMS, Install, Product and Country Specific, Process ERE data actions ESP	Define ERE data actions.
Process ERE Data ESP	ERE_RC_UPD_DTA_ESP	Workforce Administration, ERE Procedure ESP, Process ERE Data ESP	Process ERE data.

Defining ERE Data Actions

Access the Process ERE data actions ESP page (Set Up HRMS, Install, Product and Country Specific, Process ERE data actions ESP).

Use this page to determine how the system updates job and payroll data for employees for each of the different types of ERE actions.

ERE Update Action Type	Select the ERE update action type you are defining. Valid values are: Daily Hours Reduction, Permanent, Suspension, and Work Day Reduction.
Termination Reason	Select the termination reason that the system uses when updating the Manage Terminations ESP page when you run the Process ERE Data (ERE_UDTA_ESP) process. Typically you select a value in this field only for the Permanent ERE update action type.
Action	Select the action that the system uses when updating the Work Location page of the Job Data component when you run the Process ERE Data (ERE_UDTA_ESP) process.
Reason Code	Select the reason that the system uses when updating the Work Location page when you run the Process ERE Data (ERE_UDTA_ESP) process.
Absence Element	Enter the absence take element that the system uses to update the Absence Event Entry page when you run the Process ERE Data (ERE_UDTA_ESP) process. Oracle delivers the following ERE absence takes: ERE DSMPL PARCIAL: This should be mapped to the daily hours reduction ERE action type. ERE DSMPL TOTAL: This should be mapped to the suspension and work day reduction ERE action types.

Processing ERE Data

Access the Process ERE Data ESP page (Workforce Administration, ERE Procedure ESP, Process ERE Data ESP).

Use this page to run the Process ERE Data (ERE_UDTA_ESP) process.

ERE ID

Select the ERE event for which you want to run the process.

ERE Type

Select the types of ERE for which you are running the process.

Permanent	Select to update the job and payroll data for employees affected by permanent ERE.
Suspension	Select to update the job and payroll data for employees affected by suspension ERE.
Work Sched. Reduction (work schedule reduction)	Select to update the job and payroll data for employees affected by work schedule reduction ERE.

Process Updates

Select the components you want the process to update for employees affected by ERE.

Job Data	Select to update the Work Location page.
Contract Data	Select to update the Contract Status/Content page.
Absence Event ESP	Select to update the Absence Event Entry page.
Manage Terminations ESP	Select to update the Manage Terminations ESP page.
Calculate BRD	Select to update the following fields on the Permanent ERE Employee Data, Suspension ERE Employee Data, and Work Reductn ERE Employee Data pages: Common Contingency Base Contribution Days Daily Contributing Base

Generating ERE Reports

This section provides an overview of ERE reports and discusses how to:

View delivered autonomous communities.
Generate an ERE request.
Load activity periods data.
Modify activity periods data.
Generate ERE XML files.

Understanding ERE Reports

Oracle enables you to generate three ERE-specific reports:

Free format ERE request.
Benefit registration XML report
Activity periods XML report.

Free Format ERE Request

You generate this report for both permanent and temporary ERE to generate an official request for the ERE event that you defined.

Benefit Registration XML Report

You generate this report for employees affected by both permanent and temporary ERE to register them with the SPEE as eligible to receive unemployment benefits.

Activity Periods XML Report

You generate this report on a monthly basis to communicate to the SPEE the activity periods for employees affected by temporary ERE. SPEE uses this information to determine the employees’ monthly unemployment benefit. Generating this report is a three-step process:

Load activity periods data for a given month and year using the Process ERE Activity Data (ERE_SCHD_ESP) process.
Make any necessary modifications to the loaded activity periods data using the Activt Period ESP (activity period ESP) page.
Generate the Activity Periods Report using the Generate ERE XML Files page.

Pages Used to Generate ERE Reports

Page Name	Definition Name	Navigation	Usage
Autonomous Community ESP	AUTON_REG_S_ESP	Set Up HRMS, Install, Product and Country Specific, Autonomous Community ESP	View autonomous communities.
ERE Data Report	ERE_RC_DTA1_ESP	Workforce Administration, ERE Procedure ESP, ERE Data Report ESP	Generate an ERE request.
Process ERE Activity Data	ERE_RC_XML2	Workforce Administration, ERE Procedure ESP, Process ERE Activity Data ESP	Load activity periods data.
Activt Period ESP (activity period ESP)	ACTIVT_PERIOD_ESP	Workforce Administration, ERE Procedure ESP, ERE Activity Periods ESP	Modify activity periods data.
Generate ERE XML Files	ERE_RC_XML	Workforce Administration, ERE Procedure ESP, ERE SPEE Communications ESP	Generate ERE XML files.

Viewing Autonomous Communities

Access the Autonomous Community ESP page (Set Up HRMS, Install, Product and Country Specific, Autonomous Community ESP).

Some data related to ERE are linked to the autonomous community in which the ERE is requested. It is also possible for one ERE event to impact more than one autonomous community. The Autonomous Community ESP page enables you to view the delivered autonomous communities and the states with which they are associated.

Generating an ERE Request

Access the ERE Data Report ESP page (Workforce Administration, ERE Procedure ESP, ERE Data Report ESP).

ERE ID

Enter the ID of the ERE event for which you are generating a request.

Company

Enter the ID of the company associated with the ERE request. If you leave this field blank, the system generates the report for all companies affected by the ERE event.

Autonomous Community

Enter the autonomous community associated with the ERE request. If you leave this field blank, the system generates the report for all autonomous communities affected by the ERE event.

As Of Date

Enter the date for which you are generating the ERE request. By default, the system populates this field with the begin date defined for the selected ERE ID.

Loading Activity Periods Data

Access the Process ERE Activity Data page (Workforce Administration, ERE Procedure ESP, Process ERE Activity Data ESP).

ERE ID

Enter the ID of the ERE event for which you want to load activity periods data.

Company

Enter the ID of the company for which you want to load activity periods data.

Year and Month

Select the year and month for which you want to load activity periods data.

Social Security Number

Enter the social security number of the employer for which you want to load activity periods data.

Modifying Activity Periods Data

Access the Activt Period ESP (activity period ESP) page (Workforce Administration, ERE Procedure ESP, ERE Activity Periods ESP).

Use this page to make modifications to the activity periods data loaded by the Process ERE Activity Data (ERE_SCHD_ESP) process.

Activity Intervals

Calendar Year and Month	Select the year and month for the activity periods data you want to modify.
Activity Coefficient	Select the coefficient for the activity period.
Report as XML	Indicate whether the activity periods data XML file has been generated and communicated. Valid values are: Not Communicated, XML Generated, and XML Sent/Confirmated.
Activity Days, Vacation Days, No Activity Days, and IT/Maternity Days	Display the number of days for each type of activity for the selected month and year.

Activity Period

Use this group box to enter activity codes for the periods within the selected month and year.

Begin Date and End Date	Enter a date range for a given activity code.
Activity Code	Enter the activity code for the period. Valid values are: Activity, Maternity/IT, No Activity, No Activity due Push Back Call, and Vacations/Weekends.

Generating ERE XML Files

Access the Generate ERE XML Files page (Workforce Administration, ERE Procedure ESP, ERE SPEE Communications ESP).

You can use this page to generate two different XML reports: the Benefits Registration Report and the Activity Periods Report.

Report Request Parameters

Template Type	Select whether you want to generate an XML file for Benefits Registration or Activity Periods Reports. The fields displayed in the Employee List group box change depending on your selection.
ERE ID	Enter the ID of the ERE event for which you are generating an XML file.
Company	Enter the ID of the company for which you are generating an XML file.
Year and Month	Enter the year and month for which you are generating an XML file. These fields appear only if you select Activity Periods Reports on in the Template Type field.
Social Security Number	Enter the social security number of the employer for which you are generating an XML file.
Search	Click to populate the Employee List group box with employees that meet the criteria you specify in the Report Request Parameters group box.

Employee List

When you click the Search button, this group box displays the employees that meet your search criteria. The fields that appear in this group box depend on which value you select in the Template Type field. Select the Generate Report check box next to the employees for which you want to generate an XML file.

Completing the ERE Procedure

After you have defined and processed your ERE data and generated the required reports, there are some additional steps you must take to complete the ERE procedure.

Permanent ERE

To complete the ERE procedure for employees affected by permanent ERE:

Create a record on the Employee AFI Data ESP page for each affected employee with an effective date equal to the termination date defined for the ERE event. Use Termination as the value for the Social Security Action field and Non Voluntary Termination as the value for the Social Security Reason field.

On the AFI Data Details page, enter a Vacation Not Taken End Date. This date varies for each employee based on the number of pending vacation days that the employee has at the time of termination.
Using the Create AFI File ESP component, run the Create AFI File ESP (SOCS_AFI_ESP) process to generate an AFI flat file for the terminated employees.
Using the Calculate Absence and Payroll page, run the payroll process for the terminated employees and confirm that they received the correct amount for the INDMNCN earning on the Earnings and Deductions page.
Generate the Company Certificate Report using the Company Certificate Report ESP page. To create the employee list for the report, filter for Terminated employees and use the Not in Absence search criterion.
Use the Create Fan File ESP page to generate a fan file for each company associated with the ERE event.

Suspension ERE

To complete the ERE procedure for employees affected by suspension ERE:

Create a record on the Employee AFI Data ESP page for each affected employee with an effective date equal to the begin date defined for the ERE event. Use Like-Active Communication as the value for the Social Security Action.

On the AFI Data Details page, enter a value of Temporary ERE reduction in the Like-Active Status Type field and enter the appropriate ERE reduction percentage. Enter period begin and end dates equal to the begin and end dates of the ERE event.
Using the Create AFI File ESP component, run the Create AFI File ESP (SOCS_AFI_ESP) process to generate an AFI flat file for the employees affected by suspension ERE.
Using the Calculate Absence and Payroll page, run the payroll process for the suspended. On the Earnings and Deductions page, confirm that they received the correct amounts for their regular compensation based on their worked time. In addition, confirm that they received the correct amounts for the unemployment benefit (BNF DESEMPL E) and company complementary benefit (PRST CMP ERE) earnings based on their non-worked time.
Generate the Company Certificate Report using the Company Certificate Report ESP page. To create the employee list for the report, filter for Active employees and use the ERE search criterion.
Use the Create Fan File ESP page to generate a fan file for each company associated with the ERE event.

Work Schedule Reduction ERE

To complete the ERE procedure for employees affected by work schedule reduction ERE:

Create a record on the Employee AFI Data ESP page for each affected employee with an effective date equal to the begin date defined for the ERE event. Use Like-Active Communication as the value for the Social Security Action.

On the AFI Data Details page, enter a value of Temporary ERE reduction in the Like-Active Status Type field and enter the appropriate ERE reduction percentage. Enter period begin and end dates equal to the begin and end dates of the ERE event.
Using the Create AFI File ESP component, run the Create AFI File ESP (SOCS_AFI_ESP) process to generate an AFI flat file for the employees affected by work schedule reduction ERE.
Using the Calculate Absence and Payroll page, run the payroll process for the employees with reduced work schedules. On the Earnings and Deductions page, confirm that they received the correct amounts for their regular compensation based on their worked time. In addition, confirm that they received the correct amounts for the unemployment benefit (BNF DESEMPL E) and company complementary benefit (PRST CMP ERE) earnings based on their non-worked time.
Generate the Company Certificate Report using the Company Certificate Report ESP page. To create the employee list for the report, filter for Active employees and use the ERE search criterion.
Use the Create Fan File ESP page to generate a fan file for each company associated with the ERE event.

ERE Number	Enter the unique ERE number that is provided by the labor authority that is administrating the ERE event.
Bankruptcy	Select to indicate that the ERE event is associated with a bankruptcy.
Begin Date and End Date	Enter the date range for the ERE event.
Communication Date	Enter the date on which the ERE event is communicated to the affected employees and their representatives.
Applicant Type	Select the entity who is applying for the ERE event. Valid values are: Employee’s Representative, Employees, and Employer.

Employee Status	Select the employment status for the employee.
Job Code CNO	Enter the official occupation code for the employee.
Employment Office	Enter the unemployment office that manages the subsidy for the employee.
Account ID	Enter the employee’s bank account ID.
Benefit Type	Select whether the employee has Full or Partial benefits.
Benefit Reason	Select whether the reason for the benefit. Values are Contributed Benefit and Replenish Benefit Entitlement.
Benefit Request Date	Enter the date on which the benefit is requested.
Reference Date	Enter the date that the system uses to calculate the maximum and minimum ceilings for the contributive unemployment benefit.
Benefit Begin Date and Benefit End Date	Enter a date range for the benefit.
Common Contingency Base	Displays the sum of common contingencies bases for the last 180 contribution days. For customers who have PeopleSoft Global Payroll installed, the system calculates and populates the value for this field when you run the Process ERE Data (ERE_UDTA_ESP) process.
Contribution Days	Displays the contribution days used to calculate the daily regulatory base. For customers who have PeopleSoft Global Payroll installed, the system calculates and populates the value for this field when you run the Process ERE Data (ERE_UDTA_ESP) process.
Daily Contributing Base	Displays the Daily Regulatory Base that is derived from the Professional Contingencies bases (without overtime) for the last 180 contribution days. For customers who have PeopleSoft Global Payroll installed, the system calculates and populates the value for this field when you run the Process ERE Data (ERE_UDTA_ESP) process.
Spent Days	Enter the number of unemployment days that the employee has used as part of a prior ERE event. The Process ERE Data (ERE_UDTA_ESP) process updates the Decimal 4 field on the Absence Event Input Detail page to account for these days during the payroll process.
Report as XML	Select the status of the employee’s XML ERE report. Valid values are: Not Communicated XML Generated XML Sent/Confirmated