Retrieve Plan Balance
You may be using a third-party absence management application to allow employees to view balances. You may want to ensure the balances of each plan are always in sync with the balances on the respective absence plans in Oracle HCM Cloud. You can use the planBalances REST service to retrieve the balances on absence plans.
This use case discusses the following scenarios:
- Retrieve Balance on all Plans
- Retrieve a Projected Balance
- Retrieve Plan Balances of all Employees
A typical application flow for these scenarios is as follows:
- You configure absence plans according to the business needs of your organization.
- You specify the eligibility criteria on the absence plan to ensure employees meeting the criteria automatically get enrolled to the absence plans, or you manually enroll employees to specific absence plans.
- You configure absence types according to the business needs of your organization, and include the new absence plans you have created into the absence types.
- You use absences REST service to record and update any absences created in the third-party system.
- When the user requests the balance on a plan, or when it is time to sync up plan balances, the application makes a call to Oracle HCM planBalances REST service.
Let's take the following example to illustrate how this REST service works.
Jen is entitled to several absence plans where a balance is accrued or a balance is maintained. For example, a vacation plan, sick plan, and compensation plan. Plan Balances REST service is used to retrieve the balance on an absence plan, as of today, or project a balance into the future, to understand what the balance could be on a day in the future.
Retrieve Balance on all Plans
Jen wants to check what the plan balance is on all accrual plans she's enrolled for.
Example URL
The following is the format of the resource URL.
GET
/hcmRestApi/resources/11.13.18.05/planBalancesExample Response
The following is an example of the response body in JSON format.
{
"items": [
{
"personId": 300100036675371,
"personPlanEnrollmentId": 300100036680033,
"planName": "ZANC_ZBEN_Frontload_Accrual_Plan",
"planId": 300100033342758,
"planType": "Accrual",
"planStatus": "A",
"planStatusMeaning": "Active",
"planDisplayStatusFlag": "true",
"enrollmentStartDate": "2018-01-01",
"enrollmentEndDate": null,
"balanceAsOfBalanceCalculationDate": 70,
"balanceCalculationDate": "2018-01-31",
"planUnitOfMeasure": "D",
"unitOfMeasureMeaning": "Days",
"SysEffectiveDate": "2018-08-13",
"effectiveStartDate": "2008-01-01",
"effectiveEndDate": "4712-12-31",
"level": null,
"planEnrollmentStatus": "Active",
"links": [
{
"rel": "self",
"href": "https://<host>:<port>/hcmRestApi/resources/11.13.18.05/planBalances/300100036680033",
"name": "planBalances",
"kind": "item",
"properties": {
"changeIndicator": "ACED0005737200136A6176612E7574696C2E41727261794C6973747881D21D99C7619D03000149000473697A65787000000001770400000001737200116A6176612E6C616E672E496E746567657212E2A0A4F781873802000149000576616C7565787200106A6176612E6C616E672E4E756D62657286AC951D0B94E08B02000078700000000578"
}
},
{
"rel": "canonical",
"href": "https://<host>:<port>/hcmRestApi/resources/11.13.18.05/planBalances/300100036680033",
"name": "planBalances",
"kind": "item"
},
{
"rel": "lov",
"href": "https://<host>:<port>/hcmRestApi/resources/11.13.18.05/planBalances/300100036680033/lov/AbsPlansTLVO1",
"name": "AbsPlansTLVO1",
"kind": "collection"
},
{
"rel": "enclosure",
"href": "https://<host>:<port>/hcmRestApi/resources/11.13.18.05/planBalances/300100036680033/enclosure/summaryBalances",
"name": "summaryBalances",
"kind": "other"
},
{
"rel": "enclosure",
"href": "https://<host>:<port>/hcmRestApi/resources/11.13.18.05/planBalances/300100036680033/enclosure/detailBalance",
"name": "detailBalance",
"kind": "other"
}
]
},
{
"personId": 300100036675371,
"personPlanEnrollmentId": 300100036680034,
"planName": "ZANC_ZBEN_Incremental_Accrual_Plan",
"planId": 300100033342761,
"planType": "Accrual",
"planStatus": "A",
"planStatusMeaning": "Active",
"planDisplayStatusFlag": "true",
"enrollmentStartDate": "2018-01-01",
"enrollmentEndDate": null,
"balanceAsOfBalanceCalculationDate": 10,
"balanceCalculationDate": "2018-01-31",
"planUnitOfMeasure": "D",
"unitOfMeasureMeaning": "Days",
"SysEffectiveDate": "2018-08-13",
"effectiveStartDate": "2008-01-01",
"effectiveEndDate": "4712-12-31",
"level": null,
"planEnrollmentStatus": "Active",
"links": [
{
"rel": "self",
"href": "https://<host>:<port>/hcmRestApi/resources/11.13.18.05/planBalances/300100036680034",
"name": "planBalances",
"kind": "item",
"properties": {
"changeIndicator": "ACED0005737200136A6176612E7574696C2E41727261794C6973747881D21D99C7619D03000149000473697A65787000000001770400000001737200116A6176612E6C616E672E496E746567657212E2A0A4F781873802000149000576616C7565787200106A6176612E6C616E672E4E756D62657286AC951D0B94E08B02000078700000000478"
}
},
{
"rel": "canonical",
"href": "https://<host>:<port>/hcmRestApi/resources/11.13.18.05/planBalances/300100036680034",
"name": "planBalances",
"kind": "item"
},
{
"rel": "lov",
"href": "https://<host>:<port>/hcmRestApi/resources/11.13.18.05/planBalances/300100036680034/lov/AbsPlansTLVO1",
"name": "AbsPlansTLVO1",
"kind": "collection"
},
{
"rel": "enclosure",
"href": "https://<host>:<port>/hcmRestApi/resources/11.13.18.05/planBalances/300100036680034/enclosure/summaryBalances",
"name": "summaryBalances",
"kind": "other"
},
{
"rel": "enclosure",
"href": "https://<host>:<port>/hcmRestApi/resources/11.13.18.05/planBalances/300100036680034/enclosure/detailBalance",
"name": "detailBalance",
"kind": "other"
}
]
}
],
"count": 2,
"hasMore": false,
"limit": 25,
"offset": 0,
"links": [
{
"rel": "self",
"href": "https://<host>:<port>/hcmRestApi/resources/11.13.18.05/planBalances",
"name": "planBalances",
"kind": "collection"
}
]
Retrieve a Projected Balance
Jen wants to apply for a vacation around Christmas. She wants to know how much balance will be available on December 23, 2018. This will help her decide how many days of vacation she can request.
Example URL
The following is the format of the resource URL.
GET
/hcmRestApi/resources/11.13.18.05/planBalances?finder=findByPersonIdPlanIdLevelDate:personId={personId},planId={planId},balanceAsOfDate={balanceAsOfDate}Example response
The following is an example of the response body in JSON format.
{
"items": [
{
"personId": 300100036675371,
"personPlanEnrollmentId": 300100036680034,
"planName": "ZANC_ZBEN_Incremental_Accrual_Plan",
"planId": 300100033342761,
"planType": "Accrual",
"planStatus": "A",
"planStatusMeaning": "Active",
"planDisplayStatusFlag": "true",
"enrollmentStartDate": "2018-01-01",
"enrollmentEndDate": null,
"balanceAsOfBalanceCalculationDate": 110,
"balanceCalculationDate": "2018-12-23",
"planUnitOfMeasure": "D",
"unitOfMeasureMeaning": "Days",
"SysEffectiveDate": "2018-08-13",
"effectiveStartDate": "2008-01-01",
"effectiveEndDate": "4712-12-31",
"level": null,
"planEnrollmentStatus": "Active",
"links": [
{
"rel": "self",
"href": "https://<host>:<port>/hcmRestApi/resources/11.13.18.05/planBalances/300100036680034",
"name": "planBalances",
"kind": "item",
"properties": {
"changeIndicator": "ACED0005737200136A6176612E7574696C2E41727261794C6973747881D21D99C7619D03000149000473697A65787000000001770400000001737200116A6176612E6C616E672E496E746567657212E2A0A4F781873802000149000576616C7565787200106A6176612E6C616E672E4E756D62657286AC951D0B94E08B02000078700000000478"
}
},
{
"rel": "canonical",
"href": "https://<host>:<port>/hcmRestApi/resources/11.13.18.05/planBalances/300100036680034",
"name": "planBalances",
"kind": "item"
},
{
"rel": "lov",
"href": "https://<host>:<port>/hcmRestApi/resources/11.13.18.05/planBalances/300100036680034/lov/AbsPlansTLVO1",
"name": "AbsPlansTLVO1",
"kind": "collection"
},
{
"rel": "enclosure",
"href": "https://<host>:<port>/hcmRestApi/resources/11.13.18.05/planBalances/300100036680034/enclosure/summaryBalances",
"name": "summaryBalances",
"kind": "other"
},
{
"rel": "enclosure",
"href": "https://<host>:<port>/hcmRestApi/resources/11.13.18.05/planBalances/300100036680034/enclosure/detailBalance",
"name": "detailBalance",
"kind": "other"
}
]
}
],
"count": 1,
"hasMore": false,
"limit": 25,
"offset": 0,
"links": [
{
"rel": "self",
"href": "https://<host>:<port>/hcmRestApi/resources/11.13.18.05/planBalances",
"name": "planBalances",
"kind": "collection"
}
]
}Retrieve Plan Balances of all Employees
Gretchen wants to have a meeting to discuss all vacation requests employees have submitted for this year. In preparation for this, Gretchen wants to retrieve balance on vacation plans for all employees reporting to her.
Example URL
The following is the format of the resource URL.
GET
/hcmRestApi/resources/11.13.18.05/planBalancesExample Response
The following is an example of the response body in JSON format.
{
"items": [
{
"personId": 300100036675371,
"personPlanEnrollmentId": 300100036680033,
"planName": "ZANC_ZBEN_Frontload_Accrual_Plan",
"planId": 300100033342758,
"planType": "Accrual",
"planStatus": "A",
"planStatusMeaning": "Active",
"planDisplayStatusFlag": "true",
"enrollmentStartDate": "2018-01-01",
"enrollmentEndDate": null,
"balanceAsOfBalanceCalculationDate": 70,
"balanceCalculationDate": "2018-01-31",
"planUnitOfMeasure": "D",
"unitOfMeasureMeaning": "Days",
"SysEffectiveDate": "2018-08-13",
"effectiveStartDate": "2008-01-01",
"effectiveEndDate": "4712-12-31",
"level": null,
"planEnrollmentStatus": "Active",
"links": [
{
"rel": "self",
"href": "https://<host>:<port>/hcmRestApi/resources/11.13.18.05/planBalances/300100036680033",
"name": "planBalances",
"kind": "item",
"properties": {
"changeIndicator": "ACED0005737200136A6176612E7574696C2E41727261794C6973747881D21D99C7619D03000149000473697A65787000000001770400000001737200116A6176612E6C616E672E496E746567657212E2A0A4F781873802000149000576616C7565787200106A6176612E6C616E672E4E756D62657286AC951D0B94E08B02000078700000000578"
}
},
{
"rel": "canonical",
"href": "https://<host>:<port>/hcmRestApi/resources/11.13.18.05/planBalances/300100036680033",
"name": "planBalances",
"kind": "item"
},
{
"rel": "lov",
"href": "https://<host>:<port>/hcmRestApi/resources/11.13.18.05/planBalances/300100036680033/lov/AbsPlansTLVO1",
"name": "AbsPlansTLVO1",
"kind": "collection"
},
{
"rel": "enclosure",
"href": "https://<host>:<port>/hcmRestApi/resources/11.13.18.05/planBalances/300100036680033/enclosure/summaryBalances",
"name": "summaryBalances",
"kind": "other"
},
{
"rel": "enclosure",
"href": "https://<host>:<port>/hcmRestApi/resources/11.13.18.05/planBalances/300100036680033/enclosure/detailBalance",
"name": "detailBalance",
"kind": "other"
}
]
},
{
"personId": 300100036675371,
"personPlanEnrollmentId": 300100036680034,
"planName": "ZANC_ZBEN_Incremental_Accrual_Plan",
"planId": 300100033342761,
"planType": "Accrual",
"planStatus": "A",
"planStatusMeaning": "Active",
"planDisplayStatusFlag": "true",
"enrollmentStartDate": "2018-01-01",
"enrollmentEndDate": null,
"balanceAsOfBalanceCalculationDate": 10,
"balanceCalculationDate": "2018-01-31",
"planUnitOfMeasure": "D",
"unitOfMeasureMeaning": "Days",
"SysEffectiveDate": "2018-08-13",
"effectiveStartDate": "2008-01-01",
"effectiveEndDate": "4712-12-31",
"level": null,
"planEnrollmentStatus": "Active",
"links": [
{
"rel": "self",
"href": "https://<host>:<port>/hcmRestApi/resources/11.13.18.05/planBalances/300100036680034",
"name": "planBalances",
"kind": "item",
"properties": {
"changeIndicator": "ACED0005737200136A6176612E7574696C2E41727261794C6973747881D21D99C7619D03000149000473697A65787000000001770400000001737200116A6176612E6C616E672E496E746567657212E2A0A4F781873802000149000576616C7565787200106A6176612E6C616E672E4E756D62657286AC951D0B94E08B02000078700000000478"
}
},
{
"rel": "canonical",
"href": "https://<host>:<port>/hcmRestApi/resources/11.13.18.05/planBalances/300100036680034",
"name": "planBalances",
"kind": "item"
},
{
"rel": "lov",
"href": "https://<host>:<port>/hcmRestApi/resources/11.13.18.05/planBalances/300100036680034/lov/AbsPlansTLVO1",
"name": "AbsPlansTLVO1",
"kind": "collection"
},
{
"rel": "enclosure",
"href": "https://<host>:<port>/hcmRestApi/resources/11.13.18.05/planBalances/300100036680034/enclosure/summaryBalances",
"name": "summaryBalances",
"kind": "other"
},
{
"rel": "enclosure",
"href": "https://<host>:<port>/hcmRestApi/resources/11.13.18.05/planBalances/300100036680034/enclosure/detailBalance",
"name": "detailBalance",
"kind": "other"
}
]
},
{
"personId": 300100036680399,
"personPlanEnrollmentId": 300100036683076,
"planName": "ZANC_ZBEN_Frontload_Accrual_Plan",
"planId": 300100033342758,
"planType": "Accrual",
"planStatus": "A",
"planStatusMeaning": "Active",
"planDisplayStatusFlag": "true",
"enrollmentStartDate": "2008-01-01",
"enrollmentEndDate": null,
"balanceAsOfBalanceCalculationDate": 0,
"balanceCalculationDate": null,
"planUnitOfMeasure": "D",
"unitOfMeasureMeaning": "Days",
"SysEffectiveDate": "2018-08-13",
"effectiveStartDate": "2008-01-01",
"effectiveEndDate": "4712-12-31",
"level": null,
"planEnrollmentStatus": "Active",
"links": [
{
"rel": "self",
"href": "https://<host>:<port>/hcmRestApi/resources/11.13.18.05/planBalances/300100036683076",
"name": "planBalances",
"kind": "item",
"properties": {
"changeIndicator": "ACED0005737200136A6176612E7574696C2E41727261794C6973747881D21D99C7619D03000149000473697A65787000000001770400000001737200116A6176612E6C616E672E496E746567657212E2A0A4F781873802000149000576616C7565787200106A6176612E6C616E672E4E756D62657286AC951D0B94E08B02000078700000000178"
}
},
{
"rel": "canonical",
"href": "https://<host>:<port>/hcmRestApi/resources/11.13.18.05/planBalances/300100036683076",
"name": "planBalances",
"kind": "item"
},
{
"rel": "lov",
"href": "https://<host>:<port>/hcmRestApi/resources/11.13.18.05/planBalances/300100036683076/lov/AbsPlansTLVO1",
"name": "AbsPlansTLVO1",
"kind": "collection"
},
{
"rel": "enclosure",
"href": "https://<host>:<port>/hcmRestApi/resources/11.13.18.05/planBalances/300100036683076/enclosure/summaryBalances",
"name": "summaryBalances",
"kind": "other"
},
{
"rel": "enclosure",
"href": "https://<host>:<port>/hcmRestApi/resources/11.13.18.05/planBalances/300100036683076/enclosure/detailBalance",
"name": "detailBalance",
"kind": "other"
}
]
},
{
"personId": 300100036680399,
"personPlanEnrollmentId": 300100036683077,
"planName": "ZANC_ZBEN_Incremental_Accrual_Plan",
"planId": 300100033342761,
"planType": "Accrual",
"planStatus": "A",
"planStatusMeaning": "Active",
"planDisplayStatusFlag": "true",
"enrollmentStartDate": "2008-01-01",
"enrollmentEndDate": null,
"balanceAsOfBalanceCalculationDate": 0,
"balanceCalculationDate": null,
"planUnitOfMeasure": "D",
"unitOfMeasureMeaning": "Days",
"SysEffectiveDate": "2018-08-13",
"effectiveStartDate": "2008-01-01",
"effectiveEndDate": "4712-12-31",
"level": null,
"planEnrollmentStatus": "Active",
"links": [
{
"rel": "self",
"href": "https://<host>:<port>/hcmRestApi/resources/11.13.18.05/planBalances/300100036683077",
"name": "planBalances",
"kind": "item",
"properties": {
"changeIndicator": "ACED0005737200136A6176612E7574696C2E41727261794C6973747881D21D99C7619D03000149000473697A65787000000001770400000001737200116A6176612E6C616E672E496E746567657212E2A0A4F781873802000149000576616C7565787200106A6176612E6C616E672E4E756D62657286AC951D0B94E08B02000078700000000178"
}
},
{
"rel": "canonical",
"href": "https://<host>:<port>/hcmRestApi/resources/11.13.18.05/planBalances/300100036683077",
"name": "planBalances",
"kind": "item"
},
{
"rel": "lov",
"href": "https://<host>:<port>/hcmRestApi/resources/11.13.18.05/planBalances/300100036683077/lov/AbsPlansTLVO1",
"name": "AbsPlansTLVO1",
"kind": "collection"
},
{
"rel": "enclosure",
"href": "https://<host>:<port>/hcmRestApi/resources/11.13.18.05/planBalances/300100036683077/enclosure/summaryBalances",
"name": "summaryBalances",
"kind": "other"
},
{
"rel": "enclosure",
"href": "https://<host>:<port>/hcmRestApi/resources/11.13.18.05/planBalances/300100036683077/enclosure/detailBalance",
"name": "detailBalance",
"kind": "other"
}
]
},
{
"personId": 300100036683479,
"personPlanEnrollmentId": 300100036686152,
"planName": "ZANC_ZBEN_Frontload_Accrual_Plan",
"planId": 300100033342758,
"planType": "Accrual",
"planStatus": "A",
"planStatusMeaning": "Active",
"planDisplayStatusFlag": "true",
"enrollmentStartDate": "2008-01-01",
"enrollmentEndDate": null,
"balanceAsOfBalanceCalculationDate": 0,
"balanceCalculationDate": null,
"planUnitOfMeasure": "D",
"unitOfMeasureMeaning": "Days",
"SysEffectiveDate": "2018-08-13",
"effectiveStartDate": "2008-01-01",
"effectiveEndDate": "4712-12-31",
"level": null,
"planEnrollmentStatus": "Active",
"links": [
{
"rel": "self",
"href": "https://<host>:<port>/hcmRestApi/resources/11.13.18.05/planBalances/300100036686152",
"name": "planBalances",
"kind": "item",
"properties": {
"changeIndicator": "ACED0005737200136A6176612E7574696C2E41727261794C6973747881D21D99C7619D03000149000473697A65787000000001770400000001737200116A6176612E6C616E672E496E746567657212E2A0A4F781873802000149000576616C7565787200106A6176612E6C616E672E4E756D62657286AC951D0B94E08B02000078700000000178"
}
},
{
"rel": "canonical",
"href": "https://<host>:<port>/hcmRestApi/resources/11.13.18.05/planBalances/300100036686152",
"name": "planBalances",
"kind": "item"
},
{
"rel": "lov",
"href": "https://<host>:<port>/hcmRestApi/resources/11.13.18.05/planBalances/300100036686152/lov/AbsPlansTLVO1",
"name": "AbsPlansTLVO1",
"kind": "collection"
},
{
"rel": "enclosure",
"href": "https://<host>:<port>/hcmRestApi/resources/11.13.18.05/planBalances/300100036686152/enclosure/summaryBalances",
"name": "summaryBalances",
"kind": "other"
},
{
"rel": "enclosure",
"href": "https://<host>:<port>/hcmRestApi/resources/11.13.18.05/planBalances/300100036686152/enclosure/detailBalance",
"name": "detailBalance",
"kind": "other"
}
]
},
{
"personId": 300100036683479,
"personPlanEnrollmentId": 300100036686153,
"planName": "ZANC_ZBEN_Incremental_Accrual_Plan",
"planId": 300100033342761,
"planType": "Accrual",
"planStatus": "A",
"planStatusMeaning": "Active",
"planDisplayStatusFlag": "true",
"enrollmentStartDate": "2008-01-01",
"enrollmentEndDate": null,
"balanceAsOfBalanceCalculationDate": 0,
"balanceCalculationDate": null,
"planUnitOfMeasure": "D",
"unitOfMeasureMeaning": "Days",
"SysEffectiveDate": "2018-08-13",
"effectiveStartDate": "2008-01-01",
"effectiveEndDate": "4712-12-31",
"level": null,
"planEnrollmentStatus": "Active",
"links": [
{
"rel": "self",
"href": "https://<host>:<port>/hcmRestApi/resources/11.13.18.05/planBalances/300100036686153",
"name": "planBalances",
"kind": "item",
"properties": {
"changeIndicator": "ACED0005737200136A6176612E7574696C2E41727261794C6973747881D21D99C7619D03000149000473697A65787000000001770400000001737200116A6176612E6C616E672E496E746567657212E2A0A4F781873802000149000576616C7565787200106A6176612E6C616E672E4E756D62657286AC951D0B94E08B02000078700000000178"
}
},
{
"rel": "canonical",
"href": "https://<host>:<port>/hcmRestApi/resources/11.13.18.05/planBalances/300100036686153",
"name": "planBalances",
"kind": "item"
},
{
"rel": "lov",
"href": "https://<host>:<port>/hcmRestApi/resources/11.13.18.05/planBalances/300100036686153/lov/AbsPlansTLVO1",
"name": "AbsPlansTLVO1",
"kind": "collection"
},
{
"rel": "enclosure",
"href": "https://<host>:<port>/hcmRestApi/resources/11.13.18.05/planBalances/300100036686153/enclosure/summaryBalances",
"name": "summaryBalances",
"kind": "other"
},
{
"rel": "enclosure",
"href": "https://<host>:<port>/hcmRestApi/resources/11.13.18.05/planBalances/300100036686153/enclosure/detailBalance",
"name": "detailBalance",
"kind": "other"
}
]
},
{
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