Using the PeopleSoft Fluid User Interface to Work with Absences as an Administrator

This topic discusses how administrators use the PeopleSoft Fluid User Interface to perform absence-related transactions.

For general information about fluid pages in PeopleSoft HCM, see Understanding PeopleSoft Fluid User Interface Homepages

Page Name

Definition Name

Usage

Absence Administration Tile

HC_HGA_ADM_DASHBOARD_FL (cref for the tile)

Access a collection tiles for Administrative tasks and Absence Event Insights.

Administrative tasks Tile

HC_ABSADMN_FL

Access a collection of frequently-used Absence Management administrative components.

Absence Event Insights Tile

HC_GP_ABS_RQST_FL

Select to access the Absence Event Insights that contain the collection of analytics and other information.

Generate Absence Payable Time Page

TL_ABS_RUN_CNTL_FL

Process absence calculation and generate payable time for one or more calendar groups.

Time and Labor Exceptions Page

TL_MNG_EXCEP_NUI

View and resolve the time and labor exceptions using Fluid User Interface. For more information, see Manage Exceptions Page

Absence Exceptions Page

HGA_PAYEE_MSG_FL

Review the exceptions (errors and warnings) generated for absence calculations.

Absence Event - Absence Event Entry Page

GP_ABS_EVENT

Enter, update, and void absences. Start the Absence Forecasting process.

Review Absence Balances - Current Balance Page

GP_ABS_CUR_BAL

View a payee’s current entitlement balances.

Calculate Absence and Payroll Page

GP_RUNCTL

Enter processing instructions for a payroll process, an absence take process, or an absence entitlement process. This page is used to run both on-cycle and off-cycle payrolls.

Positive Input By Calendar Page

GP_PI_GRP_ERNDED

Enter, edit, or view positive input for payees in the same pay group and calendar.

Results by Calendar Group - Calendar Group Results Page

GP_RSLT_RUN_SEG

View the processing statistics for an entire calendar group. This component displays the same information as the Results by Calendar component, except that it is for a calendar group rather than an individual calendar. Page includes links to other pages that display positive input, absence, and retroactive processing results.

Absence Analytics Dashboard

N/A

Quickly analyze absence and payroll results using a variety of pivot grid pagelets. For more information, see Using the Absence Analytics Dashboard Pagelets.

Off Cycle On Demand Page

GP_ONDEMAND

Access the pages to:

  • Create or edit an off cycle request.

  • Create or Edit an off cycle calendar group.

  • Process the off cycle calendar group. You can calculate, cancel or finalize the run from this page.

Note: TL_ABS_GENPT will be triggered when calculate is run through Off Cycle On Demand page. When you click ‘Calculate’ on Off Cycle On Demand page, the GP_PAYAFTER will be triggered which in turn trigger the TL_ABS_GENPT process. This is also applicable for Cancel button.

Add Leave Transfer Recipients - Leave Transfer Recipients Page

GP_ABS_LVDN_RCP

Use this page to specify the eligible recipients for a leave transfer program.

Run Leave Donation Process - Run Leave Donations Page

GP_ABS_LVDN_RUNCTL

Run the Leave Transfer process to process all approved leave transfer requests.

Manage/Approve Leave Donations - Manage and Approve Requests Page

GP_ABS_LVDN_APPROV

Manage and approve leave donation requests.

Leave Donations History - View Transaction History Page

GP_ABS_LVDN_TRANS

Review leave donation transaction history.

Periods Page

GP_CALENDAR_PERIOD

Define a single absence period.

Calendars - Definition Page

GP_CALENDAR1

Link together the pay group, period ID, run type ID, target calendar ID, and payee selection criteria associated with a calendar.

Element Browser Page

GPSC_ELM_BRW_LFL

Browse element information for a selected country.

Calendar Groups Page

GP_CALENDAR_RUN

Define a group of calendars to process together. Calendars are processed in the order listed.

Absence Entitlements - Absence Entitlement Name Page

GP_PIN

Name the element and define basic parameters.

Absence Takes - Absence Take Name Page

GP_PIN

Name the element and define basic parameters.

Formulas - Formula Name Page

GP_PIN

Name the element and define its basic parameters.

Brackets - Bracket Name Page

GP_PIN

Name the element and define its basic parameters.

Bracket Data Page

GP_BRACKET_DATA

Update search key values and return column values for existing bracket elements.

Country Setup for Absence Take - Entitlement Grid Page

GP_ABS_SS_CNTRY1

Select the entitlement fields that appear on the View Absence Balances page.

Configure Country Take Setup - Absences Page

GP_ABS_ELIG_SS

For a given Take element and country, define absence units (days or hours), who can submit and approve requests, what happens to cancelled requests, and whether to allow partial-day absences. You can also specify whether to display the absence reason and entitlement balances.

Configure Absence Forecasting - Forecasting Page

GP_ABS_TAKE6

Specify which forecasting result elements to display in the Forecasting Results grid. Also specify whether to display a customized label from the HR Text Catalog as the description or the element description as defined on the Element Name page (GP_PIN).

Administer Extended Absence Page

GP_ABS_EA_ADM

Edit or approve extended leave requests. The extended absence administrator can also use this page to check the extended absence history and view details for an extended absence.

Request Extended Absence Page

GP_ABS_EA_REQ

Request an extended absence using the defined extended absence types. Review the status of an extended leave

Absence Event Insights Tile

HC_GP_ABS_RQST_FL (this is the cref for the tile)

Access a dashboard to analyze the employee absences event data.

Insights Visualizations: Absence Event Insights Dashboard

HC_GP_ABS_RQST_FL

View and analyze absence event data using Insights visualizations.

Processed Absence Insights Tile

HC_HGA_PROCESSED_EVT_FL (this is the cref for the tile)

Access a dashboard to analyze the employee processed absences data.

Insights Visualizations: Processed Absence Insights Dashboard

HC_HGA_PROCESSED_ABS, HC_HGA_PI_GEN, and HC_HGA_BALANCE_TRENDS

View and analyze processed absence data using Insights visualizations.

Administrators use the Absence Administration dashboard to access the tile collection for frequently-used Absence Management administrative components.

Navigation:

Select Fluid Home under the main menu. On the page that appears, select Workforce Administrator. The Absence Administration tile is available on the Workforce Administrator landing page.

The Absence Administration tile is delivered as part of the Workforce Administrator home page, but the location can change if you change the delivered home pages or if administrators personalize their home pages.

This example illustrates the Absence Administration tile.

Absence Administration Tile

Click the Absence Administration dashboard tile to access the tile collection landing page for Administrative tasks and Absence Event Insights tile.

This example illustrates the Absences Administration dashboard.

Absence Administration Home Page

Use the Administrative tasks tile to access a collection of frequently-used Absence Management administrative components.

Navigation:

Select Administrative tasks tile to access Absence Administration application start page.

This example illustrates the fields and controls on the Administrative tasks tile.

Administrative tasks Tile

Field or Control

Description

Unprocessed Employees

Displays the number of employees for whom approved absence has not been processed.

Exceptions

Displays sum of the errors and warnings from absence and TL exceptions.

Note: Unprocessed Employee Count/Exceptions Count is displayed only if the Generate Absence Payable Time check box is selected on the Configurations Page.

Click the tile to access the Absence Administration application start page.

This example illustrates the Absence Administration Start page.

Absence Administration application start page

This application start page is a navigation collection that enables administrators to access frequently-used Absence Management components from one location. The left panel of this page lists the components collected under four categories:

  • Absence Management

  • Leave Donations

  • Absence Configuration

  • Extended Absence

The right panel displays the component selected in the left panel.

Use the Absence Exceptions page (HGA_PAYEE_MSG_FL) to view the details of the errors and warnings for absence calculations.

Navigation:

Click the Absence Administration tile on the Workforce Administrator fluid home page and select Absence Exceptions from the Absence Management navigation collection.

Click the Absence Calculations Tile from Exceptions section on the Generate Absence Payable Time page.

This example illustrates the Absence Exceptions Page.

Absence Exceptions Page

Field or Control

Description

Search Options

Use the search option to filter the exception details using Calendar Group Id, Calendar Id, Employee Id, Employee Record, Name, Pay Group, Message Set, Message Number, Workgroup and Severity.

Actions

Use the related actions to access the following pages:

  • View Results by Calendar Group

  • View Messages

  • View Status

  • Review Triggers

  • Create and Maintain Absence

  • Approve Absence

  • Administer Extended Absence

  • Calculate Absence and Payroll

  • Review Absence Balances

The administrator can use the Absence Event Insights tile to access Insights Visualizations: Absence Event Insights Dashboard and analyze the employee absences event data.

This example illustrates the fields and controls on the Absence Event Insights tile.

Absence Event Insights Tile

Based on user privileges, administrators can access the visualizations delivered on the Absence Event Insights dashboard.

The absence event data is the data submitted by employee, manager or administrator.

The Absence Event Insights Analytics dashboard is built on the PeopleSoft Insights platform, which relies on an underlying analytics engine and search engine. Absence Event data that is visible on the dashboard comes from the HC_GP_ABS_RQST search index.

For information on Insights, see PeopleTools Search Technology, “Monitoring PeopleSoft Search Framework and OpenSearch” and “Working with Insights Dashboards for PeopleSoft Application Data” documentation.

These videos provide an overview of the Insights feature:

Video: Insights with PeopleSoft

Video: PeopleSoft HCM Insights

Note: The absence counts are count by events and not the days of absences.

The canceled absences are excluded from the absence type and name visualization.

Deploying the Absence Event Insights Analytics

Before administrators can access the Absence Event Insights data in PeopleSoft Insights, the following steps should be performed:

  1. Deploy the HC_GP_ABS_RQST (Absence Events data) index.

    (PeopleTools > Search Framework > Search Admin Activity Guide > Administration > Deploy/Delete Object)

  2. Build the HC_GP_ABS_RQST search index.

    (PeopleTools > Search Framework > Search Admin Activity Guide > Administration > Schedule Search Index)

  3. Deploy the Absence Event Insight Tile and Absence Event Insights dashboard.

    (PeopleTools > Search Framework > Administration > Deploy Dashboards to Insights)

    Note: The full index must be run before the dashboard can be deployed.

  4. Assign Absence Insights Administrator roles to administrators to access and view Absence Events Insight Analytics visualizations.

PeopleSoft Absence Analytics Event Insights dashboard provides administrators the ability to view and analyze absence event data using Insights visualizations.

Navigation:

Workforce Administrator home page > Absence Administration tile > Absence Event Insights tile

This video provides an overview of the Absence Management Insights feature:

Video: Image Highlights, PeopleSoft HCM Update Image 38: Absence Event Insights Dashboard

This example illustrates the fields and controls on the Absence Event Insights dashboard. You can find definitions for the fields and controls later on this page.

Absence Event Insights Dashboard

The different visualizations can be used by the administrator to:

  • Work with managers and first level administrators to manage absenteeism in their realm of work.

  • Take corrective actions before processing absences.

Common Elements and Controls

Note: Filtering options apply to all visualizations, which allows administrators to drill down on all the charts at once.

Field or Control

Description

Open in Insights

This link appears only for users with role Absence Insights Administrator.

Filters search field Change all filters, Change all filters icon (Change all filters), and + Add filter

Enter criteria to filter data on the visualizations. You can add filters in a number of ways:

  • Enter them manually in the Filters search field.

  • Use the + Add filter link to create filters using fields, operators and field values.

  • Select a chart item from a visualization.

  • Use the filter options in the Absence Details grid to add or exclude items.

  • Use the legend to add or exclude items.

Calendar iconCalendar icon (Calendar) or Show dates

Click to select a different time period for the analytics. You can enter it manually, or choose from commonly used date ranges provided by the system or from the recently used selections. When a new period is selected, all visualizations are refreshed automatically to reflect that change. If you have selected a commonly used date range, for example, This month, or Week to date, click the Show dates link to view the approximate date period in relation to the current date. For example, the current date is November 1 and the selected date range is Year to date. Clicking the Show dates link displays ~ 10 months ago —> now, which indicates that the selected date range started from approximately 10 months ago and ends on the current date.

Additional Filters

This example illustrates the fields and controls on the Additional Filters. You can find definitions for the fields and controls later on this page.

Filters Information

Note: By default, the data populates for the past five years.

Additional Filters allow you to select the following filters:

  • Department

  • Business Unit

  • Location

  • Regulatory Region

Absence by Type and Name Visualization

Use this visualization to view the absences by type and name for the selected period in an organization.

This example illustrates the fields and controls on the Absence by Type and Name.

Absence by Type and Name

The double doughnut visualization represents count of different absence within each absence type used by the organization. The inner doughnut is the absence type and outer doughnut represents the absences names within each type.

Absence by Approval Status Visualization

Use this visualization to view the absences by approval status for the selected period in an organization.

This example illustrates the fields and controls on the Absence by Approval Status.

Absence by Approval Status

This visualization represents the absences on the basis of approval status. Here, the inner doughnut is the absence processed and unprocessed status and the outer one is the absence approval status within each of it.

Absence Division Trend Visualization

Use this visualization to view the absence division trend for the selected period.

This example illustrates the fields and controls on the Absence Division Trend.

Absence Division Trend

The bar chart shows the percentile information of each absences and represents the monthly trend of absence submissions. The default setting is for the last six month of data.

Note: If the Administrators have access rights to update the design of visualization, they can do it in the Insights Designer mode.

Absence by Department Visualization

Use this visualization to view the absence trends by department for the selected period.

This example illustrates the fields and controls on the Absence by Department.

Absence by Department

This visualization represents absence duration by departments and shows how the absences are submitted across departments in terms of absence duration. The default visualization is set for five departments.

Absence by Calendar Year Visualization

Use this visualization to view the absence by calendar year for the selected period.

This example illustrates the fields and controls on the Absence by Calendar year.

Absence by Calendar Year

Line diagram which represents the totals or cumulative of absence duration in hours. You can check the absenteeism by year on year. The default visualization is set for five years.

Yearly Absence Comparison Visualization

Use this visualization to view the absence duration trends in hours by its names for the selected period.

This example illustrates the fields and controls on the Yearly Absence Comparison.

Yearly Absence Comparison

The bar chart with different color shows the year-on-year trend by absence name. This is on the basis of the timeline selected. The default is set to three years of calendar year series.

Absence Type Tag Cloud

The Administrator can view the information regarding a particular Absence and on selecting the absence name, it gives more information in different analytics.

This example illustrates the fields and controls on the Absence Type Tag Cloud.

Absence Type Tag Cloud

The absence types labels size appear in the descending order of most applied, with the size of the absence type label with most applied absences displayed as the biggest. In this case, it is Vacation. The Administrator can use this information as the immediate filter, much more than the filter applied. On selecting one particular absence type refreshes the entire dashboard.

Absence Details

This example illustrates the fields and controls on the Absence Details.

Absence Details

Absence details is the customizable list of information presented based on user needs.

The administrator can use the Processed Absence Insights tile to access Insights Visualizations: Processed Absence Insights Dashboard and analyze the employee processed absences data.

This example illustrates the fields and controls on the Processed Absence Insights tile.

Processed Absence Insights Tile

Based on user privileges, administrators can access the visualizations delivered on the Processed Absence Insights dashboard.

The processed absence data is the data submitted by employee, manager or administrator.

For information on Insights, see PeopleTools Search Technology, “Monitoring PeopleSoft Search Framework and OpenSearch” and “Working with Insights Dashboards for PeopleSoft Application Data” documentation.

These videos provide an overview of the Insights feature:

Video: Insights with PeopleSoft

Video: PeopleSoft HCM Insights

Deploying the Processed Absence Insights Analytics

Before administrators can access the Processed Absence Insights data in Insights, the following steps should be performed:

  1. Deploy the HC_HGA_PROCESSED_ABS (Processed Absence data) HC_HGA_PI_GEN (Absence Generated Positive Input) and HC_HGA_BALANCE_TRENDS (Absence Balance Trends) index.

    (PeopleTools > Search Framework > Search Admin Activity Guide > Administration > Deploy/Delete Object)

  2. Deploy the Processed Absence Insights Tile and Processed Absence Insights dashboard.

    (PeopleTools > Search Framework > Administration > Deploy Dashboards to Insights)

    Note: The full index must be run before the dashboard can be deployed.

  3. Assign Absence Insights Administrator roles to administrators to access and view Processed Absence Insight Analytics visualizations.

Processed Absence Insights dashboard provides administrators the ability to view and analyze processed absence data using Insights visualizations.

Navigation:

Workforce Administrator home page > Absence Administration tile > Processed Absence Insights tile

Note: If the Administrators have access rights to update the design of visualization, they can do it in the Insights Designer mode.

This example illustrates the fields and controls on the Processed Absence Insights dashboard. You can find definitions for the fields and controls later on this page

Processed Absence Insights Dashboard

The different visualizations can be used by Administrator to:

  • View the processed absence data for the employee.

  • Work with HR, Finance and first level administrators to understand/ manage absence cost, productivity and liabilities.

Additional Filters

This example illustrates the fields and controls on the Additional Filters. You can find definitions for the fields and controls later on this page.

Additional Filters

Note: By default, the data populates for the past five years.

Additional Filters allow you to select the following filters:

  • Department

  • Business Unit

  • Location

  • Regulatory Region

Absence by Paid Status Visualization

Use this visualization to view the absences by paid status for the selected period in an organization.

This example illustrates the fields and controls on the Absence by Paid Status Visualization.

Absence by Paid Status Visualization

This visualization represents the total hours of approved absences and how many of those hours were paid versus unpaid. Each absence type used by the organization will be represented.

Actual Absence Cost processed via Positive Input

Use this visualization to view the cost of generated positive input by department for different absence types.

This example illustrates the fields and controls on the Actual Absence Cost processed via Positive Input Visualization.

Actual Absence Cost processed via Positive Input Visualization

The bar chart shows the cost of positive inputs for each absence types in each departments.

Estimated Cost of Processed Absence by Department

Use this visualization to view the cost of processed absences by department for the selected period in an organization.

This example illustrates the fields and controls on the Estimated Cost of Processed Absence by Department.

Estimated Cost of Processed Absence by Department Visualization

The bar chart represents the cost of different absences by departments.

Negative Balance Hours Visualization

Use this visualization to view the number of negative absence balance hours for each absence type for the selected period.

This example illustrates the fields and controls on the Negative Balance Hours Visualization.

Negative Balance Hours Visualization

This visualization represents negative absence balances in hours for each absence type by department. The default visualization is set for six departments.

Absence Entitlement Balance and Trends Visualization

Use this visualization to view the trend of absence balances by absence type and month.

This example illustrates the fields and controls on the Absence Entitlement Balance and Trends Visualization.

Absence Entitlement Balance and Trends Visualization

Line diagram which represents the entitlement balances by month.