Defining Self Service Absence Rules by Take Element

Select Days or Hours as the units to display on the self service pages. These are units that users enter when requesting time off.

Specify who can request absences for this Take element through the self service pages. Values are: Employee, Employee and Manager (default), and Manager.

Specify whether this Take element can be requested as an Employee, Manager, or is Not Applicable in the manager self service page.

Specify whether the Request As option selected can be overridden on the manager self service page.

Select the approval Process ID to use for the Country and absence take element. Approval Process ID refers to the technical definitions that control the execution of the approval process and its integration with the Approval Workflow Engine. In addition notifications (emails and worklist) are defined within Approval Process ID.

See Understanding the Approval Process.

Select the ID that corresponds to this type of approval, based on how you set up the approval framework. PeopleSoft delivers one approval Definition ID that is used for six delivered Process IDs. The selection of Definition ID for the self service Take elements at the country level depends on how the company has set up Direct Reports.

This field is optional. You can also set up Administrative Rules without entering a value in this field. If you define an absence Take without a Definition ID, the system does not use the approval framework when employees or managers select this Take element on absence self service pages.

See Understanding the Approval Process.

Specify what happens when an absence request is cancelled. Options are:

Change Status on Record: (Default) Select to have the system change the status of the request to Cancelled. When a request's status is set to Canceled, you can no longer access the request.

Delete from Database: Select to have the system delete the request from the database.

Select to allow absence event entry on the Timesheets page in PeopleSoft Time and Labor. You cannot select both the Allow Entry in Time and Labor field and the Allow Entry as Extended Absence field.

Select to enable users to choose this absence take as an extended absence. You cannot select both the Allow Entry in Time and Labor field and the Allow Entry as Extended Absence field.

Select to enable users to choose this absence take when entering absence requests through the desktop integration with Microsoft Outlook. SeeEntering Absence Requests through Microsoft Outlook.

Specify which type of absence events can be canceled. Options are:

• All Events

• All Events Except Finalized

• All Events Except Processed

• Not Used

Specify who can request absence cancelations for this take element through self-service pages. Options are:

• Employee

• Employee and Manager: This is the default value for the field.

• Manager

For absence cancelation requests submitted using manager self-service pages, define who this take can be requested as. Values are:

• Employee

• Manager

• Not Applicable

Select whether the Cancel As value can be overridden on manager self-service pages.

Select the approval Process ID to use for the Country and absence take element. Approval Process ID refers to the technical definitions that control the execution of the approval process and its integration with the Approval Workflow Engine. In addition notifications (emails and worklist) are defined within Approval Process ID.

See Understanding the Approval Process.

Select the ID that corresponds to this type of approval, based on how you set up the approval framework. PeopleSoft delivers one approval Definition ID that is used for six delivered Process IDs. The selection of Definition ID for the self service Take elements at the country level depends on how the company has set up Direct Reports.

This field is optional. You can also set up Administrative Rules without entering a value in this field. If you define an absence Take without a Definition ID, the system does not use the approval framework when employees or managers select this Take element on absence self service pages.

See Understanding the Approval Process.

Select to display the Cancel Reason field on the self-service pages. You define cancel reasons for specific absence take types. If you select this check box, the Cancel Reason Required check box becomes available.

Select this check box to make it mandatory for users to select a cancel reason when canceling absence requests that use this take.

With this check box deselected, employees do not need approval when they cancel pending absence requests. If you select this check box, requests to cancel pending absence requests require manager approval.

Enabled if employee approval is required for these absences when admin submits the cancelation request.

Enabled if administrator needs to override employee authorization while cancelation.

Select to enable self service users to specify the reason for the absence. This check box is selected by default.

Select to require that users enter the reason for the absence.

Select to display the balance for the absence entitlement element, as of the last finalized absence run on the Request Absence page. The balance will not reflect the number of units that the user is requesting. This check box is not selected by default.

If you selected the Display Current Balance check box, select the accumulator element that stores the current balance for this absence Take element.

Indicate which value you want the system to display as the current balance, when there are multiple instances of the accumulator with different user keys.

Select one of the following options:

Not Summarized (default). Consider using this option when your rules for displaying the current balance are very complex. Create an accumulator that summarizes the value of the element contributors. The system will display the value of the most current instance of the accumulator.

Summarized. Select this option to have the system display the sum of the values of the multiple instances.

Select to display the Original Start Date field on the Request Absence page.

This check box works with the Partial Days Option field. Select it to indicate whether partial day absences are allowed.

Do not select the check box if partial days or hours are not allowed.

This field becomes available when you select the Allow Partial Days check box. Options are:

• Half Days: With this option, users can select a check box to enter a request for a half-day absence. The system determines the number of hours absent by looking at the user's schedule.

• Partial Hours: With this option, users can request a partial-day absence by entering the number of absent hours. This is the default option.

• Partial Hours and Half Days: With this option, users can request a partial-day absence by selecting a check box for a half-day absence or by entering the number of hours.

• None is the default value when the Allow Partial Days check box is not selected.

Select if the start or end date of the request can fall on a holiday. This field is selected by default.

Select if the start or end date of the request can fall on a day the employee is not scheduled to work. This field is selected by default.

Select to have the Calculate End Date button appear. When entering an absence request, the user must enter the absence begin date and duration. Clicking the Calculate End Date button causes the system to calculate and display the end date. This is the default selection.

Select to have the Calculate Duration button appear. When entering an absence request, the user must enter the absence begin and end dates. Clicking the Calculate Duration button causes the system to calculate and display the duration.

This field controls what happens when a user enters a value in both the End Date and Duration fields while entering an absence request.

• If you select End Date this field will be recalculated.

• If you select Duration, this field will be recalculated.

Select to exclude holidays from the end date and duration calculation for requested absence events.

Select to exclude non-worked days (based on the employee's schedule) from the end date and duration calculation for requested absence events.

Options are Character, Date, Decimal, and Monetary.

Enter up to 30 alphanumeric characters for the field name. To appear on the Absence Detail page, the field must have a label.

Select if users are required to complete the field.

Select to enable self service users to run the online forecasting process. A Forecast Balance button will appear on the Request Absence page. This check box is not selected by default.

If forecasting is required before submitting an absence request, specify who must run the process. Options are: Employee, Manager, Employee and Manager, and Not Applicable(default).

This field works in conjunction with the Forecasting Reqd to Submit check box. If you select the Forecasting Reqd to Submit check box, then you must specify a role in this field.

Select to require that the Forecasting process be run before submitting an absence request. This check box is not selected by default. Depending on your rules, the results of the forecasting process may determine whether or not the request can be submitted.

Users receive an error message when they click Submit on the Absence Request page without first forecasting the absence entitlement balance.

If forecasting is required, specify who can run the forecasting process. Options are: Manager and Not Applicable.

Select to require that the online forecasting process be run before approving an absence request.

Select to have the system display the default message after a user runs the forecasting process. Click the View Messages link to access the View Messages page to see the default message. There is a default message for successful forecasting and one for system error.

Select to have a customized message display after a user runs the online forecasting process.

Select to enable users to submit absence requests when the forecasting process results in a warning. In the Submit Warning field, specify who can submit requests with warnings. Options are: Employee, Manager, Employee and Manager (default), and Not Applicable.

Select to enable users to submit absence requests when the forecasting process results in an error. In the Submit Error field, specify who can submit requests with errors. Options are: Employee, Manager, Employee and Manager (default), and Not Applicable.