Global Absence Carryover
The Global Absence Carryover fast formula can be used in cases where a single carryover rule does not apply to the entire population that belongs to the accrual plan.
An organization might have a carryover rule that generally allows a maximum of 5 days to be carried over. However, the workers in a particular department are allowed to carryover an additional 2 days due to the nature of their work. In such cases, this logic can be composed into the fast formula so that when carryover is calculated, the application dynamically allocates different carryover limits to different workers depending on their department.
Configuration Point in HCM Cloud
If you have created this formula, you can attach this formula to the absence plan definition.
Navigation
- In the Absence Administration work area, click Absence Plans to open the Absence Plans page.
- On the Search Results section toolbar, click Create to open the Create Absence Plan dialog box.
- In the Plan Type field, select Accrual.
- Click Continue.
- On the Edit Absence Plan page Accruals tab Plan Limits section, select Formula in the Carryover Rule field.
- Select the defined formula from the Carryover Formula field.
Contexts
The following contexts are available in this formula type:
| Context Name | Data Type |
|---|---|
| ABSENCE_ENTRY_ID | Number |
| ABSENCE_TYPE_ID | Number |
| ACCRUAL_PLAN_ID | Number |
| DATE_EARNED | Date |
| EFFECTIVE_DATE | Date |
| END_DATE | Date |
| ENTERPRISE_ID | Number |
| HR_ASSIGNMENT_ID | Number |
| HR_RELATIONSHIP_ID | Number |
| HR_TERM_ID | Number |
| JOB_ID | Number |
| LEGAL_EMPLOYER_ID | Number |
| LEGISLATIVE_DATA_GROUP_ID | Number |
| ORGANIZATION_ID | Number |
| PAYROLL_ASSIGNMENT_ID | Number |
| PAYROLL_ID | Number |
| PAYROLL_RELATIONSHIP_ID | Number |
| PAYROLL_TERM_ID | Number |
| PERSON_ID | Number |
| START_DATE | Date |
Input Values
| Variable Name | Data Type | Description |
|---|---|---|
| IV_ACCRUAL | Number | Accrual value received from the accrual matrix |
| IV_CARRYOVER | Number | Carryover limit received from accrual matrix |
| IV_CEILING | Number | Ceiling limit received from the accrual matrix |
| IV_ACCRUALPERIODSTARTDATE | Date | Start date of accrual period |
| IV_ACCRUALPERIODENDDATE | Date | End date of accrual period |
| IV_CALEDARSTARTDATE | Date | Start date of accrual calendar year |
| IV_CALEDARENDDATE | Date | End date of accrual calendar year |
| IV_PLANENROLLMENTSTARTDATE | Date | Start date of enrollment |
| IV_PLANENROLLMENTENDDATE | Date | End date of enrollment |
| IV_ACCRUAL_CEILING | Number | Annual accrual limit from the accrual matrix |
Return Variables
| Variable Name | Data Type | Description |
|---|---|---|
| carryover | Number | Maximum unused time that a worker can transfer to the next accrual |
Sample Formula
Requirement: The organization has a carryover rule which allows workers to carry forward only 5 days of their vacation balance into the next year. Workers belonging to business unit ‘OBU1’ work in shifts and projects which prevent them from being able to utilize all their annual vacation days on time. Hence, as an exception, workers in this BU are allowed to carry forward an additional 2 days on top of the 5 days.
Solution: A Global Absence Carryover formula such as the one below can be used.
FORMULA NAME: ANC_CRRYOVR
FORMULA TYPE: Global Absence Carryover
DESCRIPTION: This formula returns the carryover limit for workers enrolled into Vacation plan differentiated based on their business unit
DEFAULT FOR PER_ASG_BUSINESS_UNIT_NAME IS ' '
carryover = 5
IF (PER_ASG_BUSINESS_UNIT_NAME = 'OBU1')
THEN
(carryover = 7)
RETURN carryover