Global Absence Transfer
The Global Absence Transfer fast formula can be used in cases where a single automated enrollment transfer rule does not apply to the entire population that belongs to the accrual plan.
An organization might have an enrollment transfer rule that generally allows a maximum of 30 days to be transferred to another plan when current plan loses eligibility. However, the workers in a particular department are allowed to transfer an additional 10 days due to the nature of their work. In such cases, this logic can be composed into the fast formula so that when enrollment transfer limit is determined, the application dynamically allocates different 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 Participation tab Transfer Rules section, check the box Transfer positive balance, then select Limited byFormula in the Limit Rule field.
- Select the defined formula from the Limit 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 |
|---|---|---|
| TRANSFER | Number | Maximum amount that a worker can transfer when loss of plan eligibility happens |
Sample Formula
Requirement: The organization has an enrollment transfer limit rule, which allows workers to transfer up to a maximum of 30 days when loss of plan eligibility happens. But workers belonging to business unit ‘OBU1’ are allowed to transfer up to a maximum of 40 days when loss of plan eligibility happens.
Solution: A Global Absence Transfer formula such as the one below can be used.
FORMULA NAME: ANC_ENRT_TRANSFER
FORMULA TYPE: Global Absence Transfer
DESCRIPTION: This formula calculates and returns the rollover limit amount for the vacation plan
DEFAULT FOR PER_ASG_BUSINESS_UNIT_NAME IS ' '
TRANSFER=30
IF (PER_ASG_BUSINESS_UNIT_NAME = 'OBU1')
THEN
(TRANSFER = 40)
RETURN TRANSFER