Define Absence Plans for the US
In this example, you want to define absence plans of various types.
Prerequisites
Before you begin, you must have defined:
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Vacation Absence and Maternity Absence elements
For further info, see Define Absence Elements for the US in the Help Center.
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Eligibility profile that restricts the plan to just full-time employees
For further info, see Global Human Resources Cloud Implementing Absence Management on the Help Center.
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Derived factors for the following lengths of service
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Length of service fewer than 5 years
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Length of service greater than or equal to 5 years
For further info, see the following.
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Absence Eligibility Profiles for the US
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Derived Factors for Absences
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Overview
This topic describes how you define:-
A vacation accrual plan
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A maternity qualification plan
Create a Vacation Accrual Plan
In this example, you're creating an absence accrual plan where:
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After a 1-month waiting period from hire date, the employees in Grades A and B earn 2 days of vacation time incrementally every 2 months with:
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20-day ceiling
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5-day carryover limit
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5-day negative balance permission
These absences are paid at the regular salary rate.
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After a 1-month waiting period from hire date, the employees in Grades C and D earn 1 day of vacation time incrementally every 2 months with:
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20-day ceiling
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2-day carryover limit
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5-day negative balance permission
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This plan has no discretionary payouts, but it does have a final payout rule paid at the employee's normal pay rate for terminations.
To create this plan:
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From My Client Groups, click Show More.
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In Absences, click Absence Plans.
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Click Create.
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In Create Absence Plan, enter the following.
Field label
What you enter
Legislation
Your US legislation
Plan Type
Accrual
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Click Continue.
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On Create Absence Plan, enter the following.
Field label
What you enter
Plan
Vacation
Legislative Data Group
Your US legislative data group
Status
Active
Plan UOM
Days
Type
Anniversary year
Anniversary Event Rule
Hire Date
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Click Save.
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Select Participation, and enter the following.
Field label
What you enter
Waiting Period UOM
Months
Duration
1
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Click Save.
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Select Accruals, and enter the following.
Field label
What you enter
Accrual Method
Incremental
Accrual Frequency Source
Person primary frequency
Accrual Vesting Rule
Elapsed period
Duration
2
UOM
Months
Ceiling Rule
Flat amount
Ceiling
20
Carryover Rule
Include in matrix
Negative balance allowed
Select
Negative Balance Limit
5
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In Accrual Matrix, create the following accrual bands.
Band sequence
Expression
Accrual rate
Carryover limit
1
([Person.Grade] = "A") OR ([Person.Grade] = "B")
2
5
2
([Person.Grade] = "C") OR ([Person.Grade] = "D")
1
2
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Click Save.
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Select Entries and Balances, and enter the following.
Field label
When you enter
Transfer absence payment information for payroll processing
Select
Element
Select your Vacation element
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Review the info you entered in all the tabs.
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Click Save and Close.
Create a Maternity Qualification Plan
In this example, you're creating an Absence Qualification Plan where:
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All full-time employees that have been employed for 6 months or longer are eligible.
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Employees with fewer than 5 years of service are entitled to:
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8 weeks of pay at 90% salary
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Followed by 16 weeks of pay at 50% salary
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Employees with equal to or greater than 5 years of service are entitled:
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8 weeks of pay at 100% salary
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Followed by 16 weeks of pay at 75% salary
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To create this plan:
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Start the Absence Plans task.
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Click Create.
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In Create Absence Plan, enter the following.
Field label
What you enter
Legislation
Your US legislation
Plan Type
Qualification
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Click Continue.
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On Create Absence Plan, enter the following.
Field label
What you enter
Plan
Maternity
Legislative Data Group
Your US legislative data group
Status
Active
Plan UOM
Weeks
Type
Rolling backward
Term Duration
6
Term Duration UOM
Months
Start Rule
Absence Start Date
Overlap Rule
Include
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Click Save.
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Select Participation, and enter the following.
Field label
What you enter
On Loss of Plan Eligibility Only, Terminate Entitlement
Select
Eligibility
Add your eligibility profile
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Click Save.
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Select Entitlements.
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In Entitlement Attributes, select Matrix.
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Define the first qualification band matrix.
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In Qualification Band Matrix, click Add.
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In Sequence, enter
1
. -
Click Expression Builder.
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In Derived, expand Length of Service and select LengthOfService_LessThan5.
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Copy the content preview line into Expression, and click OK.
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In Create Absence Plan, click Save.
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Define the second qualification band matrix.
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In Qualification Band Matrix, click Add.
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In Sequence, enter
2
. -
Click Expression Builder.
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In Derived, expand Length of Service and select LengthOfService_EqualToorGreaterThan5.
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Copy the content preview line into Expression, and click OK.
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In Create Absence Plan, click Save.
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In Qualification Band Matrix, select the LengthOfService_LessThan5 row.
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In Qualification Details, enter the following.
Band sequence
Detail name
Duration
Payment percentage
1
8 weeks at 90 percent pay
8
90
2
16 weeks at 50 percent pay
16
50
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In Qualification Band Matrix, select the LengthOfService_EqualToorGreaterThan5 row.
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In Qualification Details, enter the following.
Band sequence
Detail name
Duration
Payment percentage
1
8 weeks at full pay
8
100
2
16 weeks at 75 percent pay
16
75
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Click Save.
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Select Entries and Balances.
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Enter the following:
Field label
What you enter
Absence Payment Rate Rule
Select your Maternity Leave rate definition
Transfer absence payment information for payroll processing
Select
Element
Select your Maternity Absence element
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Review the info you entered in all the tabs.
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Click Save and Close.