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.

Note: If you run the Calculate Accruals and Balances process after deleting a person's enrollment into an accrual plan and re-enrolling them into the same plan, the application won't display the absence information in the Plan Balances region. You'll need to run the Evaluate Absence process to bring the absence information over.

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. If you don't select an absence plan with this parameter, the process calculates the accrual balance for multiple plans with differing accrual periods on the effective date. If you select an absence plan, the process calculates the accrual balance for the accrual period of the selected plan on the effective date.
Person	Includes absences for only the specified person If you select a person but not an absence plan, the process calculates the accrual balance for all plans in which the employee is actively enrolled in. If you select a person and an absence plan, the process calculates the accrual balance for only the selected plan, if the employee is actively enrolled in the plan.
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: Payroll events since last run: The process calculates the accrual balance for employees whose payroll records have changed since the last scheduled run. For example, an employee schedules five days off on January 25 and you run the process on January 26. Due to an emergency, the employee returns to work on January 29, after being off just four days. The employee updates the absence record to reflect four days off instead of five. If you schedule the process again on February 1 and select Payroll events since last run, it generates the updated accrual balance for the employee. HR Assignment changes since last run: The process calculates the accrual balance for employees whose assignment record last updated date is after the last scheduled run. For example, the last scheduled run was on January 1 and you update an employee's assignment on January 2. If you schedule the process again on January 3 and select HR Assignment changes since last run, it generates the updated accrual balance for the employee.
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 Legislation Business Unit Legal Employer Person Selection Rule Person Payroll Payroll Relationship Group Changes Only 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.