Forecasting Absence Entitlement Balance During Absence Entry

Page Name

Definition Name

Usage

Absence Forecast Results Page

GP_ABS_EVT_FCS_SEC

Review the results of the Forecasting process for a specific absence event and any take elements that are mapped to it.

Forecast Messages Page

GP_ABS_FCST_MSG

Review the messages that are generated during the Forecasting process.

Forecast Message Detail Page

GP_ABS_FCS_MSG_SEC

Review the text of a selected error or warning message.

Use the Absence Forecasting process to evaluate the impact of an absence event. To use this feature, you must have defined the forecasting rules that are applicable to your organization and enabled the absence forecasting feature.

Absence Forecasting Steps

Following are the steps for using absence forecasting:

  1. Enter a payee's actual or anticipated absence events on the Absence Event Entry page.

  2. Click the Forecast button to start the process.

    Note: The system does not automatically save your absence request before initiating the Forecasting process. Although the system prompts you to save before leaving the page, it is not necessary to save your forecast information before or after the Forecasting process.

  3. If applicable, check the Forecast Messages page to see if errors or warnings were generated during the process.

  4. Correct errors and rerun the process.

    Each time you run the Forecasting process, the system overwrites the previous forecast data.

  5. View the results by clicking the Forecast Details link on the Absence Event Entry page.

Forecasting and Retroactivity

In absence forecasting the forecasting period will include those calendars that should be reprocessed due to the presence of an unprocessed retro trigger. The absence event change must create a retro trigger in order for the forecasting period to include a finalized calendar whose period includes the effective date of the trigger.

Example of Absence Forecasting with Retro

An employee has an absence entitlement balance of 16 hours once the September run is finalized. During October's run the employee is absent for 24 hours, October 17 – October 19. Because there is not enough entitlement to cover this absence, a portion of the absence will go unpaid. The rules as defined for this absence will mark this event as Ineligible.

If the end date is changed to October 18, there will be enough entitlement and the event will be marked as Eligible. The change to the event will create a retro trigger and therefore the October calendar will be processed again during forecasting.

Note: The absence event change must create a retro trigger in order for the forecasting period to include a finalized calendar whose period includes the effective date of the trigger. In addition, the earliest retro trigger (not limited to retro triggers from the absence event) that satisfies the retro limit is selected to determine which template calendar is the starting point for retro processing. The calendar period end date must be greater than or equal to the minimum effective date of the retro triggers that are greater than or equal to the retro limit date.

Use the Absence Forecast Results page (GP_ABS_EVT_FCS_SEC) to review the results of the Forecasting process for a specific absence event and any take elements that are mapped to it.

Navigation:

Click the Forecast Details link on the Forecast Value tab on the Absence Event Entry page.

This example illustrates the fields and controls on the Absence Forecast Results page.

Absence Forecast Results page

Forecast Results

This tab displays the forecasted value for each element that appears on the Absence Take - Forecasting page, along with related take elements.

Field or Control

Description

Secondary Element

Displays the name of the take element that the results pertain to. This can be the take element listed on the Absence Take - Forecasting page, a redirected take element, or a "mapped to" take element that's associated with that take.

Note: You identify redirected take elements on the Take - Negative Balance page and "mapped to" elements on the Absence Take - Day Formula page. Redirected take element can be redirected to other take elements. For example, if A redirects to B, which redirects to C, then C can appear in this field.

Forecast Element Name and Type

Displays the name of the element for which a value has been forecast, followed by its type.

A value displays for each element listed on the Take - Balance Inquiry page.

Accumulator Results

Select the Accumulator Results tab.

This example illustrates the fields and controls on the Absence Forecast Results page: Accumulator Results tab.

Absence Forecast Results page: Accumulator Results tab

The begin and end dates of the accumulation period are displayed for any accumulators that are included in the Forecasting Results Element List on the Absence Take - Forecasting page.

User Keys

Select the User Keys tab.

This example illustrates the fields and controls on the Absence Forecast Results page: User Keys tab.

Absence Forecast Results page: User Keys tab

The values of the accumulator's user keys are displayed for any accumulators that are included in the Forecasting Results Element List on the Absence Take - Forecasting page.

Use the Forecast Messages page (GP_ABS_FCST_MSG) to review the messages that are generated during the Forecasting process.

Navigation:

Global Payroll & Absence Mgmt > Payee Data > Maintain Absences > Absence Event > Forecast Messages

This example illustrates the fields and controls on the Forecast Messages page.

Forecast Messages page

Field or Control

Description

Calculation Status

Identifies the phase of processing during which the error or warning occurred.

Message Text

Displays the abbreviated text of the message and other information about the message.