Global Absence Target Plan
For automated enrollment transfer feature, same category needs to be set across transfer source plan and target plan. But there is a chance that there are multiple plans using the same category, and employees are eligible for more than one plan. In this case, Global Absence Target Plan fast formula needs to be defined to identify the exact target plan name.
There are 3 plans – Plan A, Plan B and Plan C. These 3 plans belong to same plan category (Category One). Now employee is about to lose eligibility of Plan A, meanwhile employee is enrolled into Plan B and Plan C. If transfer rule is defined, system will not transfer any balance without this particular Absence Target Plan fast formula, because it doesn’t know which one to transfer to (Plan B or Plan C).
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 Participation tab Transfer Rules section, check the box Transfer positive balance, then select a value in the Limit Rule field. This is a required field.
- Select the defined formula from the Target Plan 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_ACCRUAL_CEILING | Number | Annual accrual limit 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 |
Return Variables
| Variable Name | Data Type | Description |
|---|---|---|
| TARGET_PLAN_NAME | Text | Target plan name which a worker can transfer to when loss of plan eligibility happens |
Sample Formula
Requirement: The organization has an enrollment transfer rule, and there are multiple plans using same plan category. If employee is about to lose eligibility of Plan_A, meanwhile they will be enrolled for Plan_B and Plan_C that shares same plan category. Now we want to choose different target plan based on different business unit.
Solution: A Global Absence Target Plan formula such as the one below can be used.
FORMULA NAME: ANC_ENRT_TARGET_FF
FORMULA TYPE: Global Absence Rollover
DESCRIPTION: This formula calculates and returns the rollover limit amount for the vacation plan
DEFAULT FOR PER_ASG_BUSINESS_UNIT_NAME IS ' '
TARGET_PLAN_NAME=’Plan_B’
IF (PER_ASG_BUSINESS_UNIT_NAME = 'OBU1')
THEN
TARGET_PLAN_NAME=’Plan_C’
RETURN TARGET_PLAN_NAME