Global Absence Transfer Proration
The Global Absence Transfer Proration fast formula can be used in cases where a proration factor (or a multiplication factor) needs to be applied onto the maximum enrollment transfer limit.
An organization might have a rule which asks for the enrollment transfer limit to be prorated based on FTE or even their job. In such a case, after the enrollment transfer rule is defined, the transfer proration rule can be composed to return a proration factor which will be multiplied onto the enrollment transfer limit before returning the final value against the worker’s enrollment data.
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 other than Unlimited in the Limit Rule field.
- Select the defined formula from the Limit Proration 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 |
|---|---|---|
| TRANSFERPRORATIONFACTOR | Number | Multiplication factor for Transfer Limit |
Sample Formula
Requirement: The organization has an enrollment transfer limit proration rule when loss of plan eligibility happens, which allows workers to transfer to a maximum of 30 days. This transfer limit needs to be pro-rated by FTE for workers who have the jobs ‘Wealth Management’ or ‘Trade Associate’ assigned against their assignment record.
Solution: A Global Absence Transfer Proration formula such as the one below can be used.
FORMULA NAME: ANC_ENRT_TRANSFERPRO
FORMULA TYPE: Global Absence Transfer Proration
DESCRIPTION: This formula returns the proration factor for the rollover limit for the absence plan
DEFAULT FOR PER_ASG_FTE_VALUE IS 1
DEFAULT FOR PER_ASG_JOB_NAME IS ' '
TRANSFERPRORATIONFACTOR = 1
IF (PER_ASG_JOB_NAME = 'Wealth Management Consultant' OR PER_ASG_JOB_NAME = 'Trade Associate')
THEN
(TRANSFERPRORATIONFACTOR = ROUND(PER_ASG_FTE_VALUE,2))
RETURN TRANSFERPRORATIONFACTOR