Options to Manage Actions For Certification Events

When a worker schedules an absence that's subject to a certification requirement, decide what actions to take in each of the following phases of the requirement:

Phase

Description

On creation

When the certification requirement takes effect. Sometimes, your certification requirement might not require any action from the worker to complete it.

For example, you might want to retract entitlements from a terminated worker when there is no further action required from the worker. In that case, you can configure the certification requirement to complete automatically when it becomes effective.

On passage of due date

When the certification requirement is past its due date.

On completion

When HR specialists evaluate the action item corresponding to the certification requirement and mark it complete.

For each phase, you can perform the following actions:

  • Set the certification status that appears during absence recording.

  • Reevaluate entitlements.

Certification Status during Absence Recording

When you create an authorization requirement or a timeliness requirement, a corresponding Update Status field, known as the target field appears in the Actions section. The following table shows the specific status field on the absence recording page for each requirement type:

Requirement Type

Target Status Field

Authorization requirement

Primary Certification Authorized

Timeliness requirement

Late Notification Override

In the Actions section of page, you specify the update status value in the target field for each phase of the requirement. For example, you can configure the target field on the absence recording page to display True when a worker provides the required documents to complete a certification requirement.

Entitlement Reevaluations

Depending on the status of the certification requirement, you can reevaluate entitlements that a worker receives during the absence period. Reevaluate entitlements as of the absence start date or the action date.

For example, you can change the worker's entitlement to half pay as of the absence start date when a certification requirement has passed its due date. When the worker completes the requirement, you can recalculate the entitlements from the absence start date or the completion date.

Use any of these rules to calculate entitlements:

Rule

Description

Override

Enables entry of a revised payment percentage that overrides the absence plan payment rules.

Recalculate

Calculates payments according to the absence plan payment rules.

Retract

Stops payments.