Setting Up Service Parameters

To set up service parameters, use the Duration Option (EG_DURATION_OPTS), Date Round Option (EG_DATE_ROUNDING), Date Conversion Option (EG_DATE_CONVERSION), Database Alias (EG_DB_ALIAS), and Application Trace (EG_APPLICATN_TRACE) components.

Page Name

Definition Name

Usage

Calculation Option Page

EG_AGECALC_PERIOD

Select a calculation method and set the parameters that are associated with that method.

Conversion Options Page

EG_AGECALC_PARMS

Select a method for converting raw dates to decimal dates. The flexible service and tenure service processes use the conversion method after performing the subtraction.

Date Round Option Page

EG_DATE_ROUND

Set up date rounding rules.

Date Conversion Option Page

EG_DATE_CONV

Set up a date conversion method.

Database Alias Page

EG_ALIAS_ENTRY

Set up an event date alias for referencing the Effective Date field on the Job table.

Application Trace Page

EG_AUDIT_PNL

Turn on the application trace to provide a way to audit an application.

Use the Calculation Option page (EG_AGECALC_PERIOD) to select a calculation method and set the parameters that are associated with that method.

Navigation

Set Up HCM > Product Related > Workforce Administration > Flexible Service EG > Service Rules > Duration Option > Calculation Option

Image: Calculation Option page

This example illustrates the fields and controls on the Calculation Option page.

Calculation Option page

Field or Control

Definition
Raw Date Subtraction

This option is selected by default.

Actual Days Per Month

Select to have the system calculate duration using actual days in each month.
Assumed Days Per Month

Select to have the system assume that there are a certain number of days in each month. Enter the assumed number of days in the field next to this option.

Note: Select Assumed Days Per Month to avoid possible rounding issues.

Month Round Rule

Field or Control

Definition
Round Up if Periods > (in Months)

Select to round up when the period is greater than the number of months that you specify.
Round Up if Periods > Else Round Down

Select to round up when the period is greater than the number of months that you specify and round down when the period is equal to or less than the number of months that you specify.
None

Select to avoid rounding.

Day Round Rule

Field or Control

Definition
Round Up if Periods > (in Days)

Select to round up when the period is greater than the number of days that you specify.
Round Up if Periods > Else Round Down

Select to round up when the period is greater than the number of days that you specify and round down when it is equal to or less than the number of days that you specify.
None

Select to avoid rounding.

Use the Conversion Options page (EG_AGECALC_PARMS) to select a method for converting raw dates to decimal dates.

The flexible service and tenure service processes use the conversion method after performing the subtraction.

Navigation

Set Up HCM > Product Related > Workforce Administration > Flexible Service EG > Service Rules > Duration Option > Conversion Options

Image: Conversion Options page

This example illustrates the fields and controls on the Conversion Options page.

Conversion Options page

Decimal Conversion Assumptions

Field or Control

Definition
Days Per Month

Enter the number of days per month that you want the system to assume in converting raw dates to decimals.

Days Per Year

Enter the number of days per year that you want the system to assume in converting raw dates to decimals.

Number of Decimal Places

Specify a number of places to round decimals for all points in the conversion process.

Note: The number of decimal spaces that you specify here is used for the internal conversion from raw date to decimal date in the background calculation process. The final service amount that is calculated for each computational period in the tenure and flexible service calculation processes is rounded to two decimal places.

Decimal Conversion Method

The system supports one decimal conversion formula:

q_7fc8_hhfe7ffb

The formula converts the months to days, adds this to the remaining days, and then converts the total days to years to calculate the decimal portion of the duration. This is then added to the years to find the total duration.

In this case, you have to specify the value in the assumed Days Per Month and the assumed Days Per Year fields.

Month Conversion Rules

Field or Control

Definition
Up, Down, Near, or None

Select one as the rule for converting months.

Year Conversion Rules

Field or Control

Definition
Up, Down, Near, or None

Select one as the rule for converting years.

Use the Date Round Option page (EG_DATE_ROUND) to set up date rounding rules.

Navigation

Set Up HCM > Product Related > Workforce Administration > Flexible Service EG > Service Rules > Date Round Option > Date Round Option

Image: Date Round Option page

This example illustrates the fields and controls on the Date Round Option page.

Date Round Option page

Date Type

Raw Date is the default for calculating tenure and flexible service.

Rounding Day

Select whether to round to the first day of the period or the last day of the period.

When you round to the last day of the period, you don't have to specify your rounding rule. The date is always rounded to the last day of the current period. For example, if you round to the last day of the calendar month, August 3, 2001 becomes August 31, 2001.

However, if you round to the first day of a period, you can round to the next, the coincident (with) or next, the previous, the coincident (with) or previous, or the near (nearest) rounding day.

Rounding Period

Select Calendar Month or Calendar Year. For example, when managing job history records in tenure service and flexible service calculation, select Calendar Month.

Rounding Rule

Make your rounding dependent upon a threshold number of days in the month or a threshold number of months in the year by selecting Up if Day/Month => (up if day or month is equal to or greater than) or Up if Day/Month => Else Down. Both options round up after a threshold number of days (if the rounding period is months) or months (if the rounding period is year). However, the first option doesn't round dates that are below the threshold, whereas the second option rounds down.

These tables illustrate how each of these options works. In all cases, assume that you are rounding to the first of the month.

Rounding Rule

Base Date

Rounded Date

Coincident (with) or Next Following

05/01/2005

05/01/2005

Coincident (with) or Next Following

05/02/2005

06/01/2005

Next Following

05/01/2005

06/01/2005

Coincident (with) or First Previous

05/01/2005

05/01/2005

First Previous

05/01/2005

04/01/2005

First Previous

05/02/2005

05/02/2005

Near

05/03/2005

05/01/2005

Threshold Rounding Rule

Base Date

Threshold

Rounded Date

Round Up if . . .

05/17/2005

15

06/01/2005

Round Up if . . . Else Down

05/17/2005

15

06/01/2005

Round Up if . . .

05/17/2005

20

05/17/2005

Round Up if . . . Else Round Down

05/17/2005

20

05/01/2005

Select a rounding rule from the following options:

Coincident or Next

Next

Coincident or Previous

Previous

Up if Day/Month =>

Up if Day/Month => Else Down

Near

Note: If you selected Last Day of Period in the Rounding Day group box, the Rounding Rule group box is unavailable for entry.

Use the Date Conversion Option page (EG_DATE_CONV) to set up a date conversion method.

Navigation

Set Up HCM > Product Related > Workforce Administration > Flexible Service EG > Service Rules > Date Conversion Option > Date Conversion Option

Image: Date Conversion Option page

This example illustrates the fields and controls on the Date Conversion Option page.

Date Conversion Option page

Note: This conversion option is required only for calculating flexible service. It isn't available for tenure.

Option Type

Decimal Conversion is the default.

Assumptions

Field or Control

Definition
Days Per Month

Enter the number of days per month that you want the system to assume when performing conversions.

Days Per Year

Enter the number of days per year that you want the system to assume when performing conversions.

Decimal Places

Enter the number of decimal places that you want the system to use in the final decimal figure.

Conversion Method

Select one of the two formula methods:

Date Conversion Method Formula 1
Date Conversion Method Formula 2

Use the Database Alias page (EG_ALIAS_ENTRY) to set up an event date alias for referencing the Effective Date field on the Job table.

Navigation

Set Up HCM > Product Related > Workforce Administration > Flexible Service EG > Service Variables > Database Alias > Database Alias

Image: Database Alias page

This example illustrates the fields and controls on the Database Alias page.

Database Alias page

Field or Control

Definition
Database Alias Name

Enter a field value to create a database alias for referencing the Effective Date field on the Job Table.
PeopleSoft Table

Select this check box to create the table in PeopleSoft format.

Record (Table) Name

Enter the PeopleSoft record that contains the field you want to use.
Field Name

Enter the field name (must be a field present on the Record Name)
Table Key

Enter the code for the table key.

Use the Application Trace page (EG_AUDIT_PNL) to turn on the application trace to provide a way to audit an application.

Navigation

Set Up HCM > Product Related > Workforce Administration > Flexible Service EG > Service Rules > Application Trace > Application Trace

Image: Application Trace page

This example illustrates the fields and controls on the Application Trace page.

Application Trace page

Setting the application trace is useful during the implementation phase of the tenure and flexible service calculation process. Don't turn on the trace if you run the calculation on a regular basis. The application trace writes to the Service Audit table (EG_AUDIT_TRACE) and stores the internal calculation details during a calculation run.

Field or Control

Definition
Produce Application Trace

Select to turn on the application trace.
Trace Tenure Service Calc (trace tenure service calculations)

Select to trace tenure service calculations.
Trace Flexible Service Calc (track flexible service calculations)

Select to trace flexible service calculations.