Options for the Calculate Accruals and Balances Process
You can calculate accrual balances and update plan balances for multiple employees using the Calculate Accruals and Balances process in the Absences work area. You typically run this process at regular intervals, such as daily or weekly.
You can also run the process for individual enrollments. The process transfers accrual balance data to Oracle Fusion Global Payroll if the Transfer absence payment information for payroll processing option is selected for the absence plan.
Process Parameters
Use combinations of these parameters to control which person records are processed:
Parameter |
Description |
---|---|
Effective Date |
Calculates the accrual balance for only those plans that are effective on the specified date This is a required parameter. You can select a past, current, or future date. The process only runs if a plan enrollment exists for the employee on the effective date.
|
Person |
Includes absences for only the specified person
|
Business Unit |
Includes employees in the selected business unit |
Legal Employer |
Includes employees assigned to the selected legal employer |
Person Selection Rule |
Includes specific employees identified by the person selection rule You can use the Person Selection formula type to include specific employees who meet special requirements for the absences batch process. You define the formula using the Manage Fast Formulas task and select that formula in the Person Selection Rule field. |
Payroll |
Includes employees assigned to the selected payroll |
Payroll Relationship Group |
Includes employees assigned to the selected payroll relationship group You can define payroll relationship groups for a group of people in a single payroll or in multiple payrolls. |
Changes Since Last Run |
Includes employees with either payroll or assignment updates or corrections since the last process run If you select:
|
Legislative Data Group |
Includes only the absence types associated with the selected legislative data group |
Absence Plan |
Calculates accrual balances for only the selected accrual plan When you select this option, the Repeating Period option appears. If you don't select an absence plan, you must select at least one of these parameters
The process calculates accrual balances for each employee identified by the other parameters. |
Repeating Period |
Includes the selected accrual period for the selected plan This option appears only when you select a value in the Absence Plan option. |