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Getting Started with Absence Management
Absence Management Overview
Absence Management Business Processes
Absence Management Integrations
Absence Management and Global Payroll
Absence Management Implementation
Understanding Absence Management
Common Elements, Absence Features, and Integration
Absence Management Features
Integration
Introducing the Core Application Architecture
Understanding the Core Application Architecture
Understanding Elements
Understanding the Processing Framework
Understanding the Batch Architecture Process Flow
Defining Installation Settings
Working with Payee Data
Understanding Payee Data
Understanding Data Retrieval from HR
Assigning an Absence System and Pay Group to a Payee
Viewing Payee Data
Updating Payee Data
Sharing Schedule Data
Defining General Element Information
Understanding Elements
Understanding Categorization of Elements
Understanding Data Retrieval Elements
Understanding Calculation Elements
Understanding Organizational Elements
Defining Element Types
Defining Entry Types
Selecting Entry Types and Displaying Record.Field Combinations
Defining Industries and Categories
Defining Element Names
Updating Component Element Information
Defining Suffixes
Copying Elements
Defining Data Retrieval Elements
Understanding Data Retrieval Elements
Working with System Elements
Defining Array Elements
Defining Writable Array Elements
Defining Bracket Elements
Defining Rate Code Elements
Defining Historical Rule Elements
Defining Calculation Elements
Understanding Calculation Elements
Defining Duration Elements
Defining Variable Elements
Defining Date Elements
Defining Formula Elements
Defining Message Elements
Defining Rounding Rule Elements
Defining Count Elements
Defining Proration Rules
Defining Generation Control Elements
Defining Generation Control Frequency
Defining Earning and Deduction Elements
Understanding Earning and Deduction Elements
Defining Earning Elements
Defining Deduction Elements
Setting Up Accumulators
Understanding Accumulators
Defining Accumulators
Adjusting Accumulator Balances
Defining Processing Elements
Understanding Processing Elements
Understanding Sections
Understanding Process Lists
Setting Up Sections
Setting Up Process Lists
Defining Absence Elements
Understanding Absence Element Setup
Defining Absence Types and Reasons
Defining Absence Entitlement Elements
Defining Absence Take Elements
Preparing Absence Elements for Use
Setting Up Absence Entitlement Balance Forecasting and Inquiry
Using Schedules
Understanding Work Schedules
Creating and Viewing Schedules
Validating Work Schedules
Defining Holiday Schedules
Assigning Work Schedules
Using Self-Service Scheduling Features for Managers
Using Self-Service Scheduling Features for Employees
Defining the Organizational Structure
Understanding the Organizational Structure
Defining Element Groups
Defining Eligibility Groups
Defining Pay Entities
Defining Pay Groups
Using Calendars
Understanding Calendars
Defining Run Types
Creating Periods
Creating Single Calendars
Creating a Set of Calendars
Defining Calendar Groups
Entering Calendar Override Instructions for a Payee
Configuring and Managing the Calendar Framework
Setup for Absence Calendar
Using Fluid Manager Calendar View
Using Fluid Administrator Calendar View
Using Fluid Matrix Calendar View
Using Fluid Employee Calendar View
Entering and Approving Absences
Understanding Absence Entry
Entering Maintaining and Approving Absence Events
Forecasting Absence Entitlement Balance During Absence Entry
Viewing Current Absence Entitlement Balances and Running the Absence Entitlement Balance Inquiry Process
Adjusting and Overriding Entitlement Balances
Reviewing Daily Absence Records
Managing Extended Absences
Understanding Extended Absences
Setting Up Configurable Sections for Extended Absences
Setting Up Extended Absences
Requesting Extended Absences
Managing Extended Absences
Setting Up Self Service Absence Transactions
Understanding Self Service Setup Tasks
Defining Self Service Absence Rules by Country
Defining Self Service Absence Rules by Take Element
Defining Forecasting Rules for Self Service Absence Requests
Viewing or Modifying Text on Self Service Absence Pages
Entering and Approving Self Service Absence Requests
Understanding the Absence Request Transactions
Managing Employee Self Service Pages
Managing Employee Absences Through Time and Labor Self Service
Managing Manager Self Service Pages
Managing Manager Absences Through Time and Labor Self Service
Using Approvals with Absence Management
Understanding the Approval Process
Working with Delegations in Absence Management
Understanding Delegation
Reviewing Delivered Absence Management Delegation Set Up
Adding Delegation Request Through Self Service
Setting Up Overrides
Understanding Overrides
Defining Pay Entity Overrides
Defining Pay Group Overrides
Defining Payee Overrides
Defining Pay Calendar Overrides
Defining Overrides through Elements
Resolving Overrides in Batch Processing
Managing Element Eligibility and Resolution
Element Eligibility
Element Resolution
Processing Absences
Understanding Absence Processing
Entering Processing Instructions
Creating Group Lists
Creating Process Streams
Absence Assistant
Understanding Absence Assistant
Setting Up Absence Assistant
Communicating with Absence Assistant
Viewing and Finalizing Absence Results
Common Elements Used to View and Finalize Absence Results
Viewing Absence Processing Results
Viewing the Log File
Viewing Processing Statistics
Viewing Payee Iterative Lists
Viewing Payee Messages
Viewing Payee Status and Updating a Payee’s Processing Instructions
Viewing Results by Calendar
Viewing Positive Input Results
Viewing Daily Results of the Absence Take Process
Viewing Results by Calendar Group
Configuring the Processing Monitor
Using the Processing Monitor
Defining Administrator Absence Results
Viewing Administrator Absence Results
Viewing an Element Resolution Chain
Correcting Batch Processing and Data Entry Errors
Finalizing an Absence Run
Canceling an Absence Run
Processing Special Situations
Reporting Absence Data
Using the PeopleSoft Fluid User Interface to Work with Absences
Using the PeopleSoft Fluid User Interface to Work with Absences as an Employee
Using the PeopleSoft Fluid User Interface to Work with Absences as a Manager
Using the PeopleSoft Fluid User Interface to Work with Absences as an Administrator
Approving Absence Transactions Using Fluid Approvals
Using Absence Analytics
Understanding Absence Analytics
Preparing and Loading Absence Analytics Data
Defining the Absence Analytics Dashboard Content and Layout
Using the Absence Analytics Dashboard Pagelets
Using the PeopleSoft Fluid User Interface to Work with Absence Analytics as a Manager
Transferring Leave Time
Understanding Leave Transfers
Defining Leave Transfer Entitlements
Setting Up Leave Transfers
Using Leave Donation Self Service Requests
Using The PeopleSoft Fluid To Manage Leave Donation As An Employee
Managing Leave Donation Programs
Processing Leave Transfer Transactions
Managing Off Cycle Processing
Understanding Off-Cycle Processing
Initiating Off Cycle Transactions
Correcting or Reversing Absence Results
Processing Advances
Processing and Viewing Results for Off Cycle Transactions
Setting Up Triggers
Understanding Triggers
Setting Up Trigger Definitions
Implementing Triggers
Managing Automatically Generated Triggers and Defining Triggers Manually
Reviewing PeopleSoft Delivered Triggers
Setting Up Mass Triggers
Understanding Mass Triggers
Declaring and Calling the Generate_Triggers Function
Setting Up Mass Triggers
Managing Mass Trigger Action Events
Defining Segmentation
Understanding Segmentation Setup
Setting Up Segmentation
Managing Segmentation
Defining Retroactive Processing
Understanding Retroactive Processing
Understanding General Rules of Retro Processing
Setting Up Retroactive Processing
Additional Pages Affecting Retroactive Processing
Understanding Complex Retro Processing
Reviewing Tips for Retroactive Processing
Integrating Absence Management and the Payroll System
Understanding How Absence Management Integrates with the Payroll System
Configuring Absence Management Integration with PeopleSoft Payroll Systems
Integrating with Payroll for North America
Integrating with Payroll Interface
Absence Management Integration and Retroactivity
Managing Applications and List Sets
Understanding Applications and List Sets
Prerequisite for Applications and List Sets
Common Elements Used to Manage Applications and List Sets
Setting Up Applications
Setting Up List Sets
Using the Utilities
Understanding the Absence Management Utilities
Defining Element Relationships
Adding Records to an Element Map
Viewing Element Relationships
Creating and Exporting Rule Packages
Importing, Comparing, and Upgrading Rule Packages
Renaming Elements
Creating and Exporting Non-Rule Packages
Importing, Comparing, and Upgrading Non-Rule Packages
Copying Packages
Stamping and Packaging Elements by Version
Defining Security
Understanding Security
Common Elements Used to Define Security
Restricting User Access
Element Security
Payee Security
Viewing Delivered Elements and System Data
Understanding the Delivered System Data
Viewing the Delivered Elements
Generating Report Data
Understanding Report Data Generation
Common Elements Used to Generate Report Data
Defining Report Data
Validating Report Data
Using Report Data
Setting Up and Running Generic Reports
Understanding Generic Reports
Setting Up Generic Reports
Running Generic Reports
Absence Management Reports
Absence Management Reports: A to Z
Report Samples