Contents
1 Absence Management Implementation Overview
- How You Set Up Absence Management
- Setup Tasks for Implementing Absence Management
- Absence Management Integrations
- How Absence Components Work Together
- How an Individual's Schedule Is Identified
2 Responsive User Experience Setup
3 Absence Lookups, Value Sets, and Flexfields
4 Formula Creation and Error Handling for Absence Management
- Overview of Using Formulas
- Formulas for Absence Type
- Formulas for Accrual Plans
- Global Absence Elective Disbursement Evaluation Formula
- Formulas for Qualification Plans
- Formulas for Donation Plans
- Example of Writing a Fast Formula Using Formula Text
- Formula Compilation Errors
- Formula Execution Errors
- FAQs
5 Eligibility Profiles for Absence Plans
- How You Configure Eligibility for an Absence Plan
- How Eligibility Works With Other Objects
- Derived Factors
- Examples of Derived Factors
- Example of Using Range of Scheduled Hours
- Eligibility Profiles
- Examples of Eligibility Profiles
- Single or Multiple Eligibility Profiles
- Create a Participant Eligibility Profile
- FAQs
6 Rate Definitions for Absence Payments
- Rate Definitions for Absence Payments
- Overview of Rate Definitions
- Options to Configure Rate Definitions
- Create Rate Definitions for Leave
7 Elements for Absence Management
8 Effective Dates in Absence Management
- Date Effectivity
- Examples of Correcting Date-Effective Objects
- Examples of Updating Date-Effective Objects
- FAQs
9 Accrual Absence Plans
- Types of Absence Plans
- Options to Define Accrual Plans
- Options to Define an Accrual Term
- Options to Configure Accrual Enrollment and Termination
- How You Configure Eligibility for Absence Plans
- Carryover Limit Rules
- Carryover Expiration Rules
- Options to Define Frequency of Accrual Periods
- Plan Limits for Accrual Plans
- Examples of Accrual Bands
- How You Configure a Plan for Discretionary Cash Disbursement
- Options to Enable Absence Accrual Balance Adjustments
- Automatic Plan Enrollment and Balance Copy During Local and Global Transfer
- Create a Vacation Accrual Plan
- Managing Existing Absence Plans
- FAQs
10 Qualification Absence Plans
- Types of Absence Plans
- Options to Define Qualification Plans
- Options to Define a Qualification Term
- Options to Define Overlap Rules for Qualification Plans
- Options to Configure Qualification Enrollment and Termination
- How You Configure Eligibility for Absence Plans
- Examples of Qualification Bands
- Evaluate Entitlement without Absence Record
- How Qualification Plan Entitlement Appears
- Open-ended Absences
- Create a Maternity Plan
- How You Create a Shared Parental Leave Agreement
11 Compensatory Time
12 Donation
- Overview of Donation
- Options to Define Donation Plans
- How You Can Set Up PTO Donations for Your Legislation
- Create a Donation Plan
- How You Configure Donation Rules on an Accrual Plan for Workers to Donate to Coworkers
- Configure Approvals for Donation
- Enroll a Worker in a Donation Plan
13 Absence Types, Reasons, and Categories
- How Absence Components Work Together
- Absence Display and Processing Rules
- Absence Approval and Processing Rules
- Absence Dates and Duration Rules
- Allow Daily Absence Duration Override
- Options to Configure Display of Supplemental Details
- Examples of Start Date Validation Rule
- How HCM Assignment Security Works With Absences Impacting Multiple Assignments
- How You Configure Absence Types to Prevent Absences From Impacting Multiple Assignments
- How You Configure Plans to Offer Concurrent Entitlement
- Examples of Prioritizing Absence Plans for an Absence Type
- Examples of Configuring a Concurrent Absence Type
- Stop Sending ICS Calendar Invite Files in Absence Notifications
- Schedule Hierarchy Start Point Options
- Create a Vacation Absence Type
- FAQs
- Why can't I see my absence type on the absence categories page?
- Why can't I see my absence plans and absence reasons on the absence types page?
- How can I configure an absence type to include line managers of relevant assignments for approval?
- How can I create an absence category?
- How can I configure an absence type to show absence reasons?
14 Absence Certifications
- Options for Absence Certification Requirements
- Absence Certification Requirement Types
- Options to Trigger Certification Requirements
- Options to Manage Actions For Certification Events
- Create an Absence Certification Requirement
15 Absence Processes
- Overview of Absence Processes
- Options for the Evaluate Absences Process
- Options for the Evaluate Certification Updates Process
- Options for the Update Accrual Plan Enrollments Process
- Options for the Calculate Accruals and Balances Process
- Options for the Withdraw Accruals and Balances Process
- Generate Daily Breakdown of Absence Details Process
- Create Event Processing Rules to Reprocess Absences
16 Integrated Workbooks for Loading Absence Data
- Integrated Workbooks for Absence Management
- Update Absence Data Using HCM Spreadsheet Data Loader
- Set Up Desktop Integration for Excel
- Guidelines for Using Desktop Integrated Excel Workbooks
- Troubleshoot Desktop Integration for Excel
- FAQ