Almost Everything You Wanted To Know About Pto

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Almost Everything you Wanted to Know
about PTO Paid Time O!!
Tired of jumping through hoops to set up PTO?
Sherri Harley HRMS 5/24/2011
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ACCRUAL PLAN STRUCTURE .................................................................................................... 3
ACCRUAL BALANCES A!NTA!NE" B# T$E PA#ROLL RUN ................................................. %
Why Use a Payroll Balance? .......................................................................................................................... 4
How The Balance Is Maintained ................................................................................................................... 4
NOTES ............................................................................................................................................ &
Why am I picking Increasing? ..................................................................................................................... 14
Increasing Balances of Time Taken ........................................................................................................... 14
Decreasing Balances of Time Remaining ................................................................................................... 14
enerated !lements ...................................................................................................................................... 1"
How To #et Up $n $ccr%al Plan To Use a Balance .................................................................................. 1&
Seeded Accrual Type Formulas .................................................................................................................. 21
Ineligibiliy Formula ................................................................................................................................... 22
Descripion of Seeded Accrual Formulas ................................................................................................... 22
Summary of Rules in Seeded Formulas ...................................................................................................... 24
!"anging and Adding Rules in Formulas ................................................................................................... 2#
$ccr%al #tart 'ate (or )ew Hires ............................................................................................................... *+
$eriod of Ineligibiliy .................................................................................................................................. 2%
Bac" &lemen &nry and "e Ineligibiliy $eriod ....................................................................................... 2%
'o( "e Seeded $T)*$A+R),,*BA,A-!&*!A,!.,ATI)- Formula Inerpres "e Sar Rules . . 2%
$ccr%al Bands ............................................................................................................................................... *"
,eng" of Ser/ice Bands ............................................................................................................................. 20
,eng" of Ser/ice )/erride ........................................................................................................................ 20
)"er Banding !rieria ............................................................................................................................... 21
Help(%l )otes,'oc%ments ............................................................................................................................. *-
2oal ............................................................................................................................................................. 34
Fi4 ............................................................................................................................................................... 34
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A''ru() P)(n Stru'ture
In Oracle HRMS, accrual plans are based on elements, ormulas, and a net accrual calculation!
"ll o these are a#ailable or you to coni$ure so you ha#e complete control o#er the rules
underlyin$ your plans! Oracle HRMS does not store net accrual totals! It calculates $ross
accruals dynamically by callin$ the "ccrual ormula! %he net accrual calculation speciies the
element entries that should add to or subtract rom this i$ure to create the net entitlement!
I you use Oracle &ayroll, you can set up your accrual plan so that $ross accruals are stored in a
payroll balance! 'ach payroll run retrie#es the latest balance and calls the accrual ormula to
calculate ne( accruals since the end o the last payroll period! %his approach ) usin$ a payroll
balance ) is optional but pro#ides perormance enhancements i you need to calculate accruals in
a batch process
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A''ru() B()(n'es (int(ined B* the P(*ro)) Run
I you use Oracle &ayroll, you can choose to use a payroll balance to store $ross accruals or an
accrual plan! +ou do this by selectin$ a balance dimension ,such as calendar year to date- (hen
you deine the accrual plan! %he system then automatically $enerates the balance and
other components you re.uire!
+h* Use ( P(*ro)) B()(n'e?
Some batch processes, such as the /S 0hec1 2riter, call the accrual ormula to calculate &%O
accruals or each assi$nment! I you use such processes, you (ill beneit rom aster batch
processin$ i you set up your accrual plan to use a payroll balance! %his reduces the number o
calculations the ormula has to perorm!
$o, The B()(n'e !s (int(ined
&ayroll Run calls the &ayroll 3ormula ,database item- calls the "ccrual 3ormula that
ma1es an entry to the 4alance 'lement 3eedin$ the &ayroll 4alance

%he payroll run maintains the payroll balance! 2hen the payroll run processes an accrual
plan element entry, it calls an Oracle &ayroll ormula associated (ith the accrual plan element!
%his ormula calls your accrual ormula to calculate the $ross accrual, passin$ in the ollo(in$
inormation5
6 %he name o the database item or the payroll balance, so the accrual ormula can retrie#e the
number o days or hours currently in the payroll balance
6 7ate to be$in calculatin$ ne( accruals, (hich is the day ater either the 7ate 'arned or the 7ate
&aid o the last payroll period in (hich the assi$nment (as processed
+ou can choose (hether the ormula uses 7ate &aid or 7ate 'arned by selectin$ the &ayroll
4alance %ype or your business $roup in the Or$ani8ation (indo(!
"(te E(rned is the date the payroll run uses to determine (hich element entries to process! In
9orth "merica ,and typically else(here too- it is the last day o the payroll period bein$
processed!
"(te P(id is the date that appears on pay ad#ices! %he payroll run uses this date to select
ta:ation rules, and store balances! In some le$islations, these dates are al(ays the same!
6 0alculation date, (hich is either the date earned or the date paid o the payroll run
%he accrual ormula returns the ne( $ross accrual to an element that eeds the balance!
So normally the ormula only has to calculate accruals since the last payroll run, and add this
#alue to the e:istin$ payroll balance! Ho(e#er, i the accrual ormula inds absences entered
retrospecti#ely, it recalculates accruals or the (hole year! %his is to ensure that the employee
recei#es their ull accrual entitlement!
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Step 15 -or Time C(rd Re.uired / N0ust 1e (n !nform(tion E)ement25
9a#i$ation &ath ; %otal 0ompensation ; 4asic ; 'lement 7escription
0omplete the ollo(in$ ields5
1! N(me < %he 9ame o the 'lement
2! Reporting N(me < %hen name that (ill print on the chec1s/deposit ad#ices
*! C)(ssifi'(tion < Inormation
4! T*pe < 9on=Recurrin$
5! >Termin(tion < In this e:ample I ha#e chosen 3inal 0lose >
?! Multiple 'ntries (ill deault to bein$ chec1ed ,this is O@-
A! &rocess in Run (ill deault to bein$ chec1ed ,this is O@- / Sa#e
Notes3
>%he %ermination Rule on this element ,ta1en element- deaults to the "ccrual &lan ,associated-!
3or ':ample5 i the customer chooses 3inal %ermination, they should chan$e the "ccrual &lan to
"ctual %ermination, i not the "ccrual &lan (ill continue to accrue in accordance (ith the 'nd
'mployment orm! i!e! i the 3inal &rocess 7ate is let blan1 the plan (ith 1eep accruin$!
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&rocess in Run = ,9ote5 I this is an absence element or a &%O A''ru() P)(n, 7O 9O% S'B'0%
&rocess In Run! /nchec1 this bo: i necessary!-
Step 25 Open the 3urther Inormation 3le:3ield
1! C(tegor* < "bsence Hours
Sa#e

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Step *5 Co to Input Dalues
1. N(me < 'nter any name you (ant such as Hours
*. Units < Hours in 7ecimal ormat ,2 places--
Notes3
'nsure that there are at a minimum the ollo(in$ t(o input #alues are listed5
1! /nits type o 7ate
2! /nits type o Hours ,must be in Hours in 7ecimal ormat ,2 places--
"s a rule, al(ays add ,or #eriy- these to Inputs to be able to add additional element/s to the 90R
,9et 0alculation Rules- on the "ccrual &lan orm

S"D'
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Step 15 -or Time C(rd Re.uired / # 0ust 1e (n E(rnings E)ement2
9a#i$ation &ath ; %otal 0ompensation ; 4asic ; 'arnin$s
1! N(me < %he 9ame o the 'lement
2! Reporting N(me < %hen name that (ill print on the chec1s/deposit ad#ices
*! C)(ssifi'(tion < 'arnin$s
4! C(tegor* < Re$ular 9on=2or1ed
5! C()'u)(tion Ru)e < HO/RSEFER"%'EM/B%I&B'E9O9R'0/RED2
?! T*pe < 9on=Recurrin$
A! >Termin(tion < "ctual %ermination >
Sa#e
Notes
>%he %ermination Rule on this element deaults to the "ccrual &lan ,associated-! 3or ':ample5 i
the customer chooses 3inal %ermination, they should chan$e the "ccrual &lan to "ctual
%ermination, i not the "ccrual &lan (ill continue to accrue in accordance (ith the 'nd
'mployment orm! i!e! i the 3inal &rocess 7ate is let blan1 the plan (ith 1eep accruin$!
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Step 25 9a#i$ation &ath ; %otal 0ompensation ; 4asic ; 'lement 7escription
4. u)tip)e Entries A))o,ed < Deriy that the bo: HisI chec1ed
5. Pro'ess in Run / HR Only users this ield can be blan1, or &ayroll users this bo: should be chec1ed
3. Sa#e

Step *5 Open the 3urther Inormation 3le:3ield
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O6erride Regu)(r < Select rom BOD +es, but in the ield you (ill see %
2hen usin$ an 'arnin$ &%O ta1en element, the element must ha#e the se$ment KO#erride Re$ularK
set to +'S! I set to K9oK then the &%O ta1en element (ill not o#erride the Re$ular Salary/Re$ular
2a$es element!
I an up$rade customer, the se$ment may be named &"+MIF 0"%'COR+ i this is the name, the
#alue (ill be %imeL
'arnin$s must be set to Re$ular in order or the correct #alues to display in the O#erride Re$ular BOD!
Redu'e Regu)(r / 9o = I this element bein$ used or timecard re.uired employees only,
i you chec1ed this bo: ,(hich means +es, Reduce Re$ular- it (ill decrease the
Re$ular 2a$es by the amount o #acation ta1en-!
%he other ields are optional or the customer to enter
Sa#e
Step 45 0lic1 on Input Dalues5
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Notes5
'nsure that at a minimum the ollo(in$ t(o input #alues are listed5
1! /nits type o 7ate
2! /nits type o Hours ,must be in Hours in 7ecimal ormat ,2 places--
"s a rule, al(ays add ,or #eriy- these to Inputs to be able to add additional element/s to the 90R
,9et 0alculation Rules- on the "ccrual &lan orm

S"D'
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Step 55 0reate Bin1 or this element
9a#i$ation &ath ; %otal 0ompensation ; 4asic ; Bin1
1! 0lic1 on Sa#e or a $lobal lin1 or chec1 the Bin1 to "ll &ayrolls bo: / sa#e
2! >0ustomers can create speciic i needed, ho(e#er they may ha#e problems (hen the criteria chan$es
Notes
>Cenerally, Oracle recommends that customers use open lin1s or &%O because o
complications! %ypically, &%O $enerates the open lin1s automatically, (hich $oes some (ay in
pre#entin$ this problem5
3or ':ample5 I the lin1 criteria is based on assi$nment cate$ory and the personKs assi$nment
cate$ory chan$es on the 15th Man, the personKs lin1 eli$ibility s(itches rom one lin1 to another!
%his automatically end=dates the persons e:istin$ &%O element on the 15th Man and creates a
ne( element, lin1ed to the ne( lin1, rom the 1?th Man! %echnically, this has the same aect as
remo#in$ the person rom one accrual plan and puttin$ them on another!
2ith the current &%O unctionality, there is no mechanism to transer accruals rom one plan to
another! So i an employee lea#e &lan " in the middle o the year and Noin &lan 4 they lose all
the yearKs accruals or plan "! %o correct the customer (ould ha#e to create an adNustment
element, and add to the 90R ,9et 0alculation Rules- on the "ccrual &lan!
The links would be the same on both an Earnings and Information Elements!
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Step ?5 0reate "bsence ,O&%IO9"B-
9a#i$ation &ath ; %otal 0ompensation ; 4asic ; "bsence %ype
%his step may s1ipped i &%O is not entered usin$ the absence orm! Meanin$ end users only
enter throu$h 4atch 'lement 'ntry ,4''-
'nter the ollo(in$ ields
N(me < "bsenceor %ime0ard Re.E+es
C(tegor* < Dacation ,"bsenceE0ate$ory must be D-
%o #eriy this, (ith the cursor in the 0ate$ory ield = $o to Help ; 7ia$nostics ; ':amine!
Block = ABT
Field = ABSENCECATE!"#$
%A&'E = This should ha(e a )%* listed

"ssociated 'lement
9ame < FFFEDacE%a1enE'arn, Select the element you are usin$ to record &%O ,step 1-
Input Dalue < Hours ,or 7ays-
/nits < Hours ,or 7ays-
4alance < Increasin$
'nter Reasons i you (ant to use them / S"D'
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+h* (m ! pi'7ing !n're(sing?
Increasing Balances o( Time Taken
"s you (ould e:pect, an increasin$ balance or an absence type starts (ith no time entered, and
increases as you enter employeesI hours or days absent! 3or e:ample, i the absence type
0ompassionate Bea#e has an increasin$ balance, the balance starts rom 8ero or each
employee and increases by the number o hours entered or each absence o this type!
Increasin$ balances are appropriate or most absence types! 3or absence types or (hich your
enterprise sets a ma:imum time allo(ed, the system issues a messa$e (hen an entry o time
absent e:ceeds this ma:imum, or Oracle "lert can notiy you (hen an employee reaches
the ma:imum time or ta1es e:cess time! See5 "racle Alert 'ser*s !uide
2hen deinin$ an absence type or a &%O accrual plan, you $i#e it an increasin$ balance that
sho(s the employeeIs accrued time ta1en! 2hen you record an absence usin$ the "bsence
7etail (indo(, you can see the amount o accrued time a plan participant has a#ailable or
use as #acation or sic1 lea#e!
'ecreasing Balances o( Time .emaining
I your enterprise sets a ma:imum time allo(ed or an absence type that is not connected to a
&%O accrual plan, you ha#e the option o settin$ up a decreasing balance or this type, instead o
an increasin$ balance! 3or e:ample, suppose your enterprise allo(s certain employees *2 hours
lea#e per year or proessional de#elopment! %he &roessional Bea#e absence type can ha#e a
decreasin$ balance, and an initial entry o *2 hours! I you record an employee absence o 4
hours or this absence type, the decreasin$ balance sho(s 2G hours still a#ailable to be ta1en!
7ecreasin$ absence balances re.uire more maintenance than increasin$ balances! %hey need a
prorated initial balance entry or all eli$ible ne( hires throu$hout the year, and re.uire resettin$
each year or all eli$ible employees! 9otice that an absence type cannot ha#e both a decreasin$
and an increasin$ balanceO it has one or the other!

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Step A5 %otal 0ompensation ; 4asic ; "ccrual &lans

%o Setup the &%O "ccrual &lan ,4ased on a 0alendar +ear-
'nter the ollo(in$ 8RE9U!RE"I inormation5
P)(n N(me < FFFEDacationE&lan
A''ru() C(tegor* < Dacation
A''ru() St(rt < Hire 7ate

Some plans do no read the "ccrual Start #alue ) %his rule determines the date on (hich ne(ly
hired employees be$in to accrue &%O! 0urrently only the
&%OE&"+ROBBE4"B"90'E0"B0/B"%IO9 P &%OE&"+ROBBE0"B0/B"%IO9 use this #alue
(If +ou select Beginning of +ear , be ad(ised- this means the Beginning of the $ear
FOLLOWING the .ire /ate*0
A''ru() Units < Select Hours or 7ays ) based on the Hta1enI elements Input Dalues
,controls (hat elements are displayed on the BOD in the "bsence
Inormation bloc1-
Accrual Formulas
A''ru() -ormu)( N(me < &%OE&"+ROBBE4"B"90'E0"B0/B"%IO9
I customers are usin$ Oracle &ayroll it is recommended that they use one o the ormulas (ith
the (ord H4alanceI in it! %hese ormulas are (ritten (ith the ne( balance architecture and should
be used or accurate balances on chec1s P deposit ad#ices! ,as (ell as aster processin$ time-
I customers are HR Only they should use the ormulas H2I%HO/%I the (ord balance
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C(rr*o6er -ormu)( N(me < &%OE&"+ROBBE0"RR+OD'R
&ayroll 3ormula / "utomatically populated (hen youI#e selected a 4alance Reset 7ate
other than no 4alance (hen you Sa#e the record

Absence Information
N(me< FFFEDacE%a1enE'arnin$
,element (as created in step 1-
/nits < Hours
1a+roll Balance #eset /ate
B()(n'e Reset "(te / !f using the seeded formu)( (s in the e:(mp)e of
&%OE&"+ROBBE4"B"90'E0"B0/B"%IO9 then you must select 01 Manuary as this is ho( that
ormula is (ritten
Ho(e#er, this is not a hard Man 1= 7ec *1 ) ItIs based on the payroll dates
"imension N(me5 "utomatically assi$ned based on the &%O 4alance %ype ield
Note3 2here does the 4alance 7imension 9ame on the "ccrual &lan come rom (hen I select a
4alance Reset 7ateQ
9a#i$ation5 2or1 Structures ; Or$ani8ation ; 7escription ; Ruery up the appropriate
Or$ani8ation ; In the Or$ani8ation 0lassiication select 4usiness Croup ; 0lic1 the KOthersK
button ; Select &%O 4alance %ype
%his desi$nates ho( the $ross accrual plan balances (ill be stored = either on 7ated 'arned ,&ay
&eriod 'nd 7ate- or 7ate &aid ,0hec1 7ate-! %he deault is 7ate &aid! %he payroll run maintains
the payroll balance! It calculates accruals rom the day ater either the 7ate 'arned or the 7ate
&aid o the last payroll period in (hich the assi$nment (as processed
2hen you add an "ccrual plan and clic1 a 4alance Reset 7ate ,that is not 9o 4alance- a
7imension is assi$ned based on the &%O 4alance %ype settin$5
2hen usin$ the 4alance %ype K7ate &aidK E"SCE&%OE+%7 (ill be the 4alance 7imension
2hen usin$ the 4alance %ype K7ate 'arnedK E"SCE&%OE7'E+%7 (ill be the 4alance
7imension

S"D' (hen completed
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;ener(ted E)ements
%he system $enerates the ollo(in$ elements (hen you sa#e a ne( accrual plan5
6 "n element representin$ the plan and (hich has the same name as the plan! +ou use this
element to enroll participants in the plan!
6 "n element to hold participantsI unused &%O that is a#ailable or carry o#er to the ne:t year!
6 "n element to hold residual 1T", that is, unused &%O not a#ailable or carry o#er under plan
rules!
I you use Oracle &ayroll and ha#e elected to store $ross accruals in a payroll balance, the
system also $enerates5
6 "n element to eed a payroll balance! %his element recei#es an entry rom the accrual ormula
durin$ a payroll run!
6 " ta$$in$ element, (hich the payroll run uses to 1eep trac1 o retrospecti#e absences ,and other
element entries included in the net accrual calculation- that need to be included in the $ross
accrual calculation!
%he 0arried O#er and Residual elements ha#e input #alues that automatically recei#e entries
(hen you run the &%O 0arry O#er process5
6 Hours or 7ays ,dependin$ on the planIs units-
6 'ecti#e 7ate
6 ':piry 7ate ,on the 0arry O#er element-, (hich is the date by (hich the employee must use the
carried o#er time!
Oracle HRMS automatically lin1s these elements usin$ the same lin1 criteria that you created or
the absence element associated (ith the plan! I you chan$e the lin1s or the absence element,
you should also update the lin1s or the other plan elements!
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$o, To Set Up An A''ru() P)(n To Use ( B()(n'e
I you (ant the payroll run to maintain an accrual balance, you must use a ormula that supports
balances! %his means that the system can pass the latest accrual balance to the ormula, alon$
(ith the date to start calculatin$ ne( accruals to add to the balance!
+ou can use or coni$ure one o the ollo(in$ seeded ormulas5
6 &%OEH7E"99ID'RS"R+E4"B"90'
6 &%OE&"+ROBBE4"B"90'E0"B0/B"%IO9
6 &%OESIM&B'E4"B"90'EM/B%I&BI'R
+ou must also select a balance dimension (hen you deine the accrual plan! %he balance
dimension controls the period o time o#er (hich the balance accumulates beore it is reset to
8ero! %hree types o dimension are predeined5
Note3 3or each type, there are t(o dimensions! /se the 7ate 'arned dimension ,such as
E"SCE&%OE"EE+%7- i you selected 7ate 'arned as the &%O 4alance %ype or your
business $roup! Other(ise use the 7ate &aid dimension ,such as E"SCE&%OE+%7-!
See5 4usiness Croups5 Selectin$ a &%O 4alance %ype, 'sing "racle .#2S,,The
Fundamentals
6 E"SCE&%OE+%7 and E"SCE&%OE7'E+%7
%he balance accumulates o#er a calendar year, resettin$ on 01 Manuary! Select one o these
dimensions i you are usin$ the &%OE&"+ROBBE4"B"90'E0"B0/B"%IO9 ormula!
6 E"SCE&%OESME+%7 and E"SCE&%OE7'ESME+%7! %he balance accumulates o#er a year,
resettin$ on 01 Mune, or at the end o the payroll period that contains this date! Select one o
these dimensions i you are usin$ the &%OESIM&B'E4"B"90'EM/B%I&BI'R ormula!
6 E"SCE&%OEH7E+%7 and E"SCE&%OE7'EH7E+%7
%he balance accumulates o#er a year, resettin$ on the anni#ersary o the employeeIs hire date,
or at the end o the payroll period that contains this date! Select one o these
dimensions i you are usin$ the &%OEH7E"99ID'RS"R+E4"B"90' ormula!
I you re.uire your balance to accumulate o#er a dierent period o time, or reset at a dierent
date, you must create your o(n balance dimension! 3or urther inormation on balance
dimensions, see the technical essay S4alances in Oracle &ayrollT in Im3lementing "racle
.#2S!
9otice that the Oracle &ayroll ormula, payroll balance, element that eeds the balance, element
lin1, and ormula processin$ and result rules are all $enerated by the system (hen you sa#e your
accrual plan!
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Step Aa5 "ccrual 4ands

A''ru() B(nds
I usin$ the &%OE&"+ROBBE4"B"90'E0"B0/B"%IO9 or &%OE&"+ROBBE0"B0/B"%IO9
enter band inormation based on your policy ,this could be days or hours dependin$ on your set=
up
#e(rs of Ser6i'e / 'nter appropriate ran$es or the accrual amounts or business
Annu() R(te < 'nter total hours or days $i#en or the year
(:imum C(rr*o6er < 'nter the Ma:imum amount the employee can carryo#er at year end
Cei)ing < 'nter the ma:imum amount o #acation I%7 the employee can ha#e
Sa#e
0lose 3orm
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Step Ab5 To (dd (ddition() e)ements to (n A''ru() P)(n select 9et 0alculation Rules5
%he 9et 0alculation ormula re.uires input o hours as (ell as the date that the &%O plan
becomes eecti#e! %hat means that any element associated (ith &%O plans must ha#e t(o input
#alues = one (ith /nits type o Hours and one (ith /nits type o 7ate! I both input #alues are not
present, the element (ill not sho( in the list o #alues because the user (ill not be able to
enter the necessary inormation or processin$ (ithout them!
I the element is not sho(in$ up in the BOD on this orm, chec1 the ollo(in$5

1! 0hec1 the element deinition or the element that is not sho(in$ up on the list o #alues!
2! 'nsure that there are at least t(o input #aluesO one (ith /nit type o 7ate and one (ith /nit
type o Hours! ,must be Hours in 2 decimal places-
*! 0hec1 the Bin1 to 'lement to ensure 'lement is UBin1edT
4!I an 'arnin$s 'lement #eriy the O6erride Regu)(r 733 is populated
0See p(ge <2

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A1out -ormu)(=s3
A''ru() -ormu)(s
Most accrual plan rules are incorporated in t(o ormulas5
6 "n "ccrual ormula, (hich calculates the amount o &%O accrued at any $i#en time, and
6 " 0arry O#er ormula, (hich returns the ma:imum amount o accrued time that a plan
participant can carry o#er to the ne:t plan period, the date on (hich this carry o#er is eecti#e
,normally the irst day o the ne( accrual term-, and any e:piry date by (hich the carried o#er
&%O must be used, or oreited!
Seeded A''ru() T*pe -ormu)(s
%here are our seeded ormulas ,o ormula type "ccrual- or calculatin$ accruals! 'ach
repeatedly calls another ormula ,o type "ccrual Subormula-, in a loop, to calculate the accrual
or each accrual period! %here is a 0arry O#er ormula supplied to use (ith each "ccrual ormula!
%he top le#el seeded "ccrual ormulas are5
6 &%OE&"+ROBBE4"B"90'E0"B0/B"%IO9
6 &%OESIM&B'E4"B"90'E M/B%I&BI'R
6 &%OEROBBI9CE"00R/"B
6 &%OEH7E"99ID'RS"R+E4"B"90'
%he ormulas (ith S4alanceT in their names can be called rom the payroll run to maintain a
balance o $ross accruals
Note3
%here are also t(o seeded ormulas called &%OE&"+ROBBE0"B0/B"%IO9 and
&%OESIM&B'EM/B%I&BI'R! %hese incorporate the same rules as
&%OE&"+ROBBE4"B"90'E0"B0/B"%IO9 and &%OESIM&B'E4"B"90'E M/B%I&BI'R,
e:cept that they cannot be called rom the payroll run to maintain a balance o $ross accruals! 2e
recommend that you use the ormulas that support balances so you can use balances no( or in
the uture!
21
11i
HRMS
!ne)igi1i)it* -ormu)(
%here is also a seeded Ineli$ibility ormula5
6 &%OEI9'BICI4IBI%+E0"B0/B"%IO9
+ou may re.uire an Ineli$ibility ormula i you use 4'' ,4atch 'lement 'ntry- to enter absences
a$ainst an accrual plan! 4'' #alidation must ascertain (hether an employee is eli$ible to use
accrued &%O on the eecti#e date o an absence entry in a batch line! 3irst it chec1s the "ccrual
&lan table, so i you enter the period o ineli$ibility in the "ccrual &lan (indo(, you do not need to
create an Ineli$ibility ormula!
I there is no ineli$ibility inormation in this table, 4'' #alidation chec1s (hether there is an
Ineli$ibility ormula to call! +ou need an Ineli$ibility ormula i you use 4'' and you calculate the
period o ineli$ibility (ithin your "ccrual ormula, rather than enterin$ it in the "ccrual &lan
(indo(! %his ormula is only used by 4''!
Note3 I you use the seeded ormulas, you do not need an Ineli$ibility ormula, because these
ormulas ta1e the ineli$ibility period rom the "ccrual &lan table!

"es'ription of Seeded A''ru() -ormu)(s
&%OE&"+ROBBE4"B"90'E0"B0/B"%IO9
%his ormula calculates accruals in the same (ay as the accrual unction in earlier releases o
Oracle HRMS! It calls another ormula that is called &%OE&"+ROBBE&'RIO7E"00R/"B! It is
desi$ned to be used (ith the 0arry O#er ormula &%OE&"+ROBBE0"RR+OD'R! %hese
ormulas are based on the ollo(in$ rules5
6 "n accrual term o one calendar year, startin$ 1 Man! So, accrual calculations restart at the
be$innin$ o each calendar year!
6 "n accrual re.uency based on the participantIs pay periods! So, employees on a monthly
payroll accrue time each month, employees on semi)monthly payrolls accrue time t(ice each
month, and so on! &%O accrual occurs automatically or each eli$ible plan participant on the last
day o his or her pay period, independently o any payroll run!
6 "ccrual amounts and ceilin$ are determined by len$th o ser#ice!
6 0arry o#er is al(ays eecti#e on *1 7ec o the plan year bein$ processed! So, i you run the
0arry O#er process and speciy the parameters I15 Manuary 2000I and I&re#iousI ,plan year-,
%he ormula calculates the carry o#er or the year 1 Man to *1 7ec 1JJJ and the result has the
eecti#e date *1 7ec 1JJJ!
6 0arry o#er e:pires at the end o the plan year! So carried o#er time (ith the eecti#e date *1
7ec 1JJJ must be used beore *1 7ec 2000!
6 Ma:imum carryo#er depends on len$th o ser#ice bands!
22
11i
HRMS
&%OESIM&B'E4"B"90'EM/B%I&BI'R
%his is a simple ormula to pro#ide a useul startin$ point or your o(n accrual plans! It calls
another ormula, called &%OESIM&B'E&'RIO7E"00R/"B! It is desi$ned to be used (ith the
0arry O#er ormula &%OESIM&B'E0"RR+OD'R!
%hese ormulas are based on the ollo(in$ rules5
6 "n accrual term o one calendar year, startin$ 1 Mune! So, accrual calculations restart at the
be$innin$ o each Mune!
6 "n accrual re.uency o one month!
6 "ccrual amounts and ceilin$ are i:ed (ithin the ormula!
6 0arry o#er is al(ays eecti#e on *1 May o the plan year bein$ processed!
6 0arry o#er e:pires at the end o the plan year! So carried o#er time (ith the eecti#e date *1
May 1JJJ must be used beore *1 May 2000!
6 Ma:imum carry o#er is i:ed (ithin the ormula!
&%OEH7E"99ID'RS"R+E4"B"90'
%his ormula is #ery similar to &%OESIM&B'E4"B"90'EM/B%I&BI'R, but the accrual start date
is the anni#ersary o the employee assi$nmentIs hire date!
Note3 9otice that the accrual term starts on the anni#ersary o the hire date! It is not aected by
the entry o a continuous ser#ice date or an employee on enrollment in the plan! %he continuous
ser#ice date aects len$th o ser#ice calculations ,or accrual bands and calculation o period o
ineli$ibility-, but it does not aect the accrual term!
&%OEROBBI9CE"00R/"B
%his is an e:ample ormula or an accrual plan that does not ha#e a i:ed term start date! It calls
the ormula &%OEROBBI9CE&'RIO7E"00R/"B! It is desi$ned to be used (ith the 0arry O#er
ormula &%OEROBBI9CE0"RR+OD'R!
%hese ormulas are based on the ollo(in$ rules5
6 "n accrual term o one calendar year, (ith no i:ed start date! "ccruals are calculated or the
pre#ious 12 months!
6 "n accrual re.uency o one month!
6 "ccrual amounts and ceilin$ are i:ed (ithin the ormula!
6 0arry o#er is not rele#ant, since the accrual term ne#er ends, but rolls or(ard! %ime is lost i it is
not used (ithin 12 months!
2*
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HRMS
Summ(r* of Ru)es in Seeded -ormu)(s
%he ollo(in$ tables summari8e the rules incorporated in the seeded "ccrual ormulas!
Ben$th o "ccrual %erm
A)) Seeded -ormu)(s
One year
"ccrual %erm Start 7ate
PTO>PA#ROLL>BALANCE>
CALCULAT!ON
PTO>S!PLE>BALANCE>ULT!PL!
ER and
PTO>$">ANN!?ERSAR#>BALANC
E
PTO>ROLL!N;>ACCRUAL
1 Manuary 01 Mune
,&%OESIM&B'E4"B"90'EM/B%I
&BI'R-
"nni#ersary o hire date
,&%OEH7E"99ID'RS"R+E4"B"
90'-
9o i:ed dateO accruals
calculated or precedin$ 12
months

"ccrual 3re.uency
PTO>PA#ROLL>BALANCE>CALCULAT!ON PTO>S!PLE>BALANCE>ULT!PL!ER@
PTO>$">ANN!?ERSAR#>BALANCE@ (nd
PTO>ROLL!N;>ACCRUAL
&ayroll period Monthly
"ccrual "mount
PTO>PA#ROLL>BALANCE>CALCULAT!ON PTO>S!PLE>BALANCE >ULT!PL!ER@
PTO>ROLL!N; >ACCRUAL
7epends on len$th o ser#ice accrual bands " i:ed amount per month ,2 days-
"ccrual 0eilin$
7epends on len$th o ser#ice accrual bands Set (ithin the ormula to 20 days
Ben$th o Ser#ice
A)) Seeded -ormu)(s
/ses continuous ser#ice date ,i present- or hire date! Note5 continuous ser#ice date is entered
usin$ an input #alue on the accrual plan element
"ccrual Start 7ate or 9e( Hires
0hoice o start rules on "ccrual &lan orm5
hire date, or si: months ater hire date, or 01
"ccrual starts in the irst accrual period ater
hire date or plan enrollment date, (hiche#er
24
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HRMS
Man ater hire date "ccrual starts in the irst
accrual period ater the chosen date ,or plan
enrollment date i this is later-!
is later
&eriod o Ineli$ibility
A)) Seeded -ormu)(s
"ccrued amounts are not credited until end o period o ineli$ibility ,entered on "ccrual &lan
orm-, (hich is calculated rom the hire date ,or continuous ser#ice date i this (as entered-! 9ote
that accrued amounts are not carried or(ard i the end o the accrual term alls
(ithin the ineli$ibility period!
0alculation o Cross "ccrual
PTO>PA#ROLL>BALANCE
>CALCULAT!ON
PTO>S!PLE>BALANCE
>ULT!PL!ER
(nd PTO>$">ANN!?ERSAR#>
BALANCE
PTO>ROLL!N;>ACCRUAL
Sums accruals in all ull pay
periods o the year endin$ on
or beore the calculation dateO
ta1es account o any
employee termination date,
accrual start rules, ineli$ibility
period, and accrual ceilin$!
Sums accruals in all ull
months o the year endin$ on
or beore the calculation dateO
ta1es account o any
employee termination date,
ineli$ibility period, and accrual
ceilin$!
Sums accruals in the 12
months endin$ on or beore
the calculation dateO ta1es
account o any employee
termination date, ineli$ibility
period, and accrual ceilin$!
Ch(nging (nd Adding Ru)es in -ormu)(s
I you (rite your o(n ormulas ,perhaps usin$ the simple multiplier or rollin$ accrual ormula as a
basis- you can chan$e any o these rules and add ne( rules as re.uired! Ho(e#er, your ormulas
must return certain #alues and must chec1 or certain conditions ,such as employee termination-
to a#oid errors!
3or inormation about re.uired ormula content, see5 2ritin$ 3ormulas or "ccrual &lans, 'sing
"racle FastFormula!
3or a sample accrual ormula and su$$estions on ho( to edit it to incorporate a (hole ran$e o
plan rules, see5 Sample "ccrual 3ormula, 'sing "racle FastFormula!
A''ru() St(rt "(te for Ne, $ires
/sin$ the seeded &%OE&"+ROBBE4"B"90'E0"B0/B"%IO9 ormula, accrual o &%O be$ins
on a i:ed date each year ,01 Manuary-! 3or each plan that uses this ormula, you can select a
#alue in the "ccrual Start ield o the "ccrual &lan (indo(! %his speciies (hen ne(ly hired
employees start to accrue &%O! %he seeded choices are5
6 Hire 7ate
6 4e$innin$ o 0alendar +ear ater their hire date
6 Si: Months ater Hire 7ate
I you need additional start rules, you can deine them as #alues or the Boo1up %ype
/SE"00R/"BES%"R%E%+&'! +ou must add a line to the seeded ormula to calculate the
accrual start date usin$ your ne( start rule!
%he other seeded ormulas ,&%OESIM&B'E4"B"90'EM/B%I&BI'R,
&%OEH7E"99ID'RS"R+E4"B"90', and &%OEROBBI9CE"00R/"B- do not use #alues in the
"ccrual Start ield! 3or plans usin$ these ormulas, ne( hires be$in accruin$ on their
25
11i
HRMS
hire date or plan enrollment date, (hiche#er is later! I you are (ritin$ your o(n accrual ormulas,
you can choose (hether to use the "ccrual Start ield on the "ccrual &lan orm to speciy start
rules or ne( hires! %his I s only useul i you are usin$ the same ormula or se#eral accrual plans
(ith dierent start rules! Other(ise you can speciy the start rule (ithin the ormula!
Period of !ne)igi1i)it*
Some accrual plans re.uire participants to (or1 or a period o time, perhaps three or si: months,
beore they are eli$ible to use accrued &%O! %hey accrue time at the usual rate durin$ this time,
but it is not re$istered on the system until the &eriod o Ineli$ibility e:pires! I plan participants
ta1e #acation or sic1 lea#e durin$ this period, the system displays a ne$ati#e #alue or accrued
time! Many enterprises set up an absence type or Tappro#ed but unpaid lea#eT to use or
absences ta1en durin$ periods o ineli$ibility! +ou can enter the period o ineli$ibility on the
"ccrual &lan orm! %he seeded "ccrual ormulas illustrate ho( a ormula should use the
entered #alues! %hey calculate the period o ineli$ibility rom the continuous ser#ice date ,i it (as
entered- or the employeeIs hire date! "lternati#ely, you can deine the period o ineli$ibility (ithin
your "ccrual ormula!
Note3 I you use the seeded ormulas, time accrued durin$ the ineli$ibility period is not carried
o#er i the end o the accrual term alls (ithin the ineli$ibility period!
B(t'h E)ement Entr* (nd the !ne)igi1i)it* Period
I you (ant to use 4atch 'lement 'ntry ,4''- to ma1e absence entries a$ainst the accrual plan,
the 4'' #alidation process must be able to chec1 (hen the ineli$ibility period e:pires!
6 I you record the ineli$ibility period or the plan on the "ccrual &lan orm, 4'' retrie#es the
ineli$ibility period directly rom the table! It interprets it as a period o time rom the employeeIs
continuous ser#ice date or hire date!
6 I the period o ineli$ibility is deined (ithin your "ccrual ormula, you must associate an
Ineli$ibility ormula (ith the plan! 4'' calls the ormula, (hich returns + or 9 to indicate
(hether the employee is eli$ible to use accrued &%O on the date supplied by 4''! %his ormula
should calculate the end o the ineli$ibility period in the same (ay as the "ccrual ormula or
the plan! I the employee is not eli$ible, the 4'' #alidation process creates a (arnin$ on the
batch line or the absence entry!
Note3 I you use a custom method o enterin$ timecard data, callin$ the 'lement 'ntry "&I, you
can add lo$ic to call the Ineli$ibility ormula!
$o, the Seeded PTO>PA#ROLL>BALANCE>CALCULAT!ON -ormu)(
!nterprets the St(rt Ru)es
%he ormula calculates the start date rom hire date and compares it (ith the employeeIs plan
enrollment date! "ccrual be$ins on (hiche#er o these t(o dates is later!
Start Rule5 Hire 7ate
2?
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HRMS
3or plans (ith this rule, participantsI accruals be$in rom the irst ull period ollo(in$ their hire
date! 3or e:ample, i the hire date o a participant on a semi)monthly payroll alls on the irst day
o either the irst or second period in the month, &%O accrual starts as o that date! I the hire date
alls sometime ater the irst o the month but beore the end o the irst period, accruals start in
the second period o the month! I the hire date alls ater the irst day o the second period but
beore its end, accruals start (ith the irst period in the ne:t month!
Start Rule5 4e$innin$ o 0alendar +ear
2ith this start rule, participantsI accruals be$in rom the start o the year ollo(in$ the year in
(hich they are hired! %his means that a participant (ith a hire date o 1 Manuary 1JJJ and
another (ith a hire date o *1 7ecember 1JJJ both start to accrue time as o 1 Manuary 2000!
9otice that the amount o &%O each accrues may not be the same, as accrual amounts oten
depend on employeesI len$th o ser#ice!
Start Rule5 Si: Months "ter Hire
3or plans (ith this start rule, participantsI accruals do not be$in until the irst ull pay period ater
the si:)month anni#ersary o their hire date! 3or e:ample, someone on a semi)monthly payroll
(ho is hired on 5 3ebruary 1JJ?, completes si: months o ser#ice on 5 "u$ust 1JJ?, and starts
to accrue &%O in the second period in "u$ust! 9otice that i people are hired on the irst day o a
period, their accruals be$in (ith the pay period o the si:)month anni#ersary o their hire date!
3or e:ample, someone on a semi)monthly payroll (ho is hired on 1 3ebruary 1JJ? completes si:
months o ser#ice on 1 "u$ust 1JJ?, and hence starts to accrue &%O in the irst period in "u$ust!
%he period o ineli$ibility is not applicable to plans (ith the start rule Si: Months "ter Hire!
A''ru() B(nds
3or many accrual plans, the time o that plan participants can accrue increases (ith their len$th
o ser#ice, or #aries by Nob, $rade, or number o hours (or1ed! %hat is, accrual bands determine
accrual amounts! In addition, these bands can determine ceiling and ma4imum carr+ o(er
amounts! 0eilin$ rules, ound in some #acation accrual plans, set a ma:imum amount o &%O an
employee can hold at any time! 2hen a participantIs accrued &%O reaches the ceilin$, no
additional time accrues! "ccruals be$in a$ain only ater the participant uses some accrued time!
In the &%OE&"+ROBBE4"B"90'E0"B0/B"%IO9 seeded ormula, the accrual amount, ceilin$
and ma:imum permitted carry o#er depend on len$th o ser#ice bands! "lternati#ely, you can use
bands based on other actors, such as $rade, or a combination o actors, to determine the
accrual amounts or your plans!
Length of Ser6i'e B(nds
+ou set up len$th o ser#ice bands usin$ the "ccrual 4ands (indo(! 3or each band ,such as 0 to
5 years o ser#ice-, you can enter the accrual amount or the (hole accrual term ,such as an
annual amount-, an accrual ceilin$, and the ma:imum permitted carry o#er!
Length of Ser6i'e O6erride
2A
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HRMS
In Oracle HRMS, the first d(* of the month of (n emp)o*ee=s hire d(te is the deault date rom
(hich his or her len$th o ser#ice is calculated or accrual purposes! 3or e:ample, someone hired
on 1G Manuary 1JJA completes one year o ser#ice on 1 Manuary 1JJG, and someone hired on
*1 7ecember 1JJ? completes one year o ser#ice on 1 7ecember 1JJA! 3or indi#idual accrual
plan participants, you can o#erride the deault date rom (hich a plan starts its len$th o ser#ice
calculations! %his is useul or mana$in$ e:ceptional cases that arise (hen, or e:ample,
employees (ho already ha#e accumulated periods o ser#ice in your enterprise transer rom one
place to another! +ou enter the date o#erride (hen enrollin$ a participant in a plan!
Note3 %he deault len$th o ser#ice start date ,or the o#erridin$ continuous ser#ice date-
determines the len$th o ser#ice or accrual bands and or the calculatin$ the end o the
ineli$ibility period! Ho(e#er it is not the same as the accrual start date! %his is
determined by the accrual start rules selected in the "ccrual &lan (indo( or set (ithin
the accrual ormula!
Other B(nding Criteri(
3or some accrual plans, the amount o time accrued may #ary by other criteria, such as Nob or
$rade! +ou can create a user table to hold time accrued, ceilin$ rules, ma:imum carryo#er rules,
and any other inormation you re.uire or each Nob or $rade! See5 /ser)7eined
%ables, Configuring- #e3orting- and S+stem Administration in "racle .#2S!
Include the C'%E%"4B'ED"B/' unction in your accrual and carry o#er ormulas or the plan to
access the inormation held in the user table! 3or an e:ample o usin$ a user table to store
bandin$ criteria, see5 Sample "ccrual 3ormula, 'sing "racle FastFormula!

2G
11i
HRMS
$e)pfu) NotesA"o'uments
BNote 4%CD54.4 E R11!5 = Setup an 'arnin$s %ype 'lement to be /sed to
0apture &%O in Oracle %ime Mana$ement
BNote 4%&F5%.4 Release 11!55 Ho( %o Setup a &%O &lan and the 'lements or
%his &lan
BNote 4%CDG5.4 &aid %ime O ,&%O- "ccruals "nd "ccrual 3ormulas
BNote 5C4DC&.4 $o, "oes P(*ro)) Re(d the C(rr*o6er E)ements Effe'ti6e "(te
Note 5C4DCF.4 2here is the balance or the accrual plan element stored
Note 5C43&F.4 2hat does Selectin$ a &%O 4alance %ype at the 4usiness Croup doQ
Note 5<%C3%.4 HRMS 11i /p$rade and &%O &rocess "utomation
3or more inormation I su$$est printin$ the &%O "bsence P &%O "ccruals section, 3rom the
Mana$in$ %otal 0ompensation /sin$ Oracle HRMS ,/S-! ItIs about ?0 pa$es, I recommend
1eepin$ this or your reerence
5#ecommend marking these in 6eb I%
2J
11i
HRMS
%here are se#eral notes on &%O ) please chec1 all possible (ords (hen you are loo1in$ or
notes! Or better yet, in the S/R' Ruery Nust Ruery on SHH"RB'+!/S, enter a 1ey (ord to
narro( the search! Hopeully this (ill help you a little more in your .uest or ans(ers
Notes on C(rr*O6er
ID Status Subject
9ote!2?*5G?!1':t/&ub%H' &%O 0"RR+OD'R 0OM&B'%I9C 4/% 9O% /&7"%I9C!
9ote!2?14J4!1':t/&ub7o I still run the 0arryo#er i IKm usin$ I%7 4alancesQ
9ote!2?150A!1':t/&ubOR"=201 occurred at line A0 o ormula &%OE&"+ROBBE0"RR+OD'R
9ote!2?1A?G!1':t/&ubHo( 7oes &ayroll Read the 0arryo#er 'lements 'ecti#e 7ate
9ote!2?105A!1':t/&ub&%O 0"RR+OD'R R/9 4/% 9O 0"RR+ OD'R 4"B"90'S 0R'"%'7
9ote!2?*5J4!1':t/R!R &%O 0"RR+OD'R &RO0'SS 7O'S 9O% 2OR@ I9 1S% +'"R O3 S'RDI0'
9ote!2?4*2*!1':t/R!R OR"=20001= OR"=201 occurred at line AJ o ormula &%OE&"+ROBBE0"RR+OD'R
9ote!2?1501!1':t/&ub&%O 0arryo#er is 9ot Rollin$ o#er 4alances
9ote!2?0*A?!1':t/&ub&%O 0arryo#er &rocess 3ailin$ (ith OR"=20001 in 3ormula &%OE&"+ROBBE0"RR+OD'R
Notes on A''ru() P)(ns
ID
Status Subject
9ote!255G?5!1 ':t/&ub "ccrual &lan 9et 0alculation Rules Ruestion
9ote!2G50J2!1 ':t/&ub &roblem 2ith "ccrual &lans On Multiple "ssi$nments
9ote!2?210G!1 ':t/R!R "ccrual &lan did not Vero out on Manuary 1st
9ote!2AG41J!1 ':t/&ub Ho( to 7elete an "ccrual &lan out o the system
9ote!2?1A?5!1 ':t/&ub 2here is the balance or the accrual plan element stored
9ote!2AA1?4!1 ':t/&ub 2hat Shado( 'lements are 0reated (hen I KSa#eK my "ccrual &lan
9ote!14G524!1 ':t/&ub Release 11!5= Ho( %o Setup a &%O &lan and the 'lements or %his &lan
9ote!25?*J1!1 ':t/&ub /nable to Ruery "ccrual &lan In 3orm but Still In %able
9ote!2A4144!1 ':t/Mod 3or "ccrual &lans 2here Is %he &lan 'nd 7ate Set
9ote!2?5051!1 ':t/&ub 0reatin$ &to "ccrual &lan "nd 0an 9ot "dd 'ntry Dalue %o 'lement
9ote!2?J11A!1 ':t/Mod &%O "ccrual &lan has stopped "ccruin$ or KsomeK employees
9ote!2?G1A1!1 ':t/Mod Ho( 7o 2e Stop "ccrual &lans 3rom Coin$ 9e$ati#e =
9ote!2?*JA2!1 ':t/&ub &to &lan 'lement 'ntries 7o 9ot Cet &rocessed 7urin$ &ayroll Run
9ote!25J2G0!1 ':t/&ub 0annot 0han$e the &riority 3ield on &%O &lan i usin$ 3ormula &%OE&"+ROBBE4"B"90'E0"B0/B"%IO9
9ote!2?00A1!1 ':t/&ub &%O 0arry O#er &rocesses 'mployee that is 9ot 'nrolled in &lan
Note.5CGG5<.4E:tAPu1
$o, to Tr(nsfer PTO Residu() Time to ( "ifferent A''ru() P)(n EEmp)o*ees "o Not Loose ?('(tion Time But Add !t to
Si'7 Time
ID Status Subject
9ote!2?4?5G!1':t/&ub&to &lans 'rror 2ith In#alid 9umber 2hen Run 7urin$ &ayroll &rocess
*0
11i
HRMS
Notes on Setup
ID Status Subject
9ote!14G524!1':t/&ub Release 11!5= Ho( %o Setup a &%O &lan and the 'lements or %his &lan
9ote!2AA0*1!1Int//!' R11!5 = Setup an 'arnin$s %ype 'lement to be /sed to 0apture &%O in Oracle %ime Mana$em
9ote!14?A21!1':t/&ub R11!5 = Setup an 'arnin$s %ype 'lement to be /sed to 0apture &%O in Oracle %ime Mana$em
9ote!2A01J2!1':t/Mod"ccrual 3ast 3ormula 0orrection 2ipes Out &rior "ccrual Setup
Notes on -ormu)(s
ID Status Subject
9ote!2A5A5?!1':t/&ub 2here to 3ind Inormation on &aid %ime O ,&%O- and 0reatin$ 3ormulas
9ote!2?JG?J!1':t/ModCeneral Ruestions On Seeded 3ormulas
Notes on Reset
ID Status Subject
9ote!2J441*!1':t/&ub Ho( to Cet 'mployee "ccruals to Reset at the 4e$innin$ o the +ear
9ote!2?*5GJ!1':t/&ub &"+2S7"&= %ryin$ to 0han$e the 4alance Reset 7ate Recei#es "&&=&"+=0?10 'rror!
9ote!2?2045!1':t/R!R Ho( to Reset 9e$ati#e 0arry O#er 9umbers to Vero
9ote!2A21**!1':t/ModHo( %o Cet "round /sin$ " 4alance Reset 7ate %hat 7oes 9ot %hro( "n 'rror
9ote!2?4011!1':t/&ub Ho( to Reset %he &%O "ccrual 4alances or 0hec1s P 7eposit "d#ices
Notes on B()(n'es
ID Status Subject
9ote!2?0*GJ!1 ':t/&ub %he Dacation "mount on SO' P Die( "ccruals does not 4alance to the 0hec1/7eposit "d#ice
9ote!2?*5GJ!1 ':t/&ub &"+2S7"&= %ryin$ to 0han$e the 4alance Reset 7ate Recei#es "&&=&"+=0?10 'rror!
9ote!2?14J4!1 ':t/&ub 7o I still run the 0arryo#er i IKm usin$ I%7 4alancesQ
9ote!2?1A?5!1 ':t/&ub 2here is the balance or the accrual plan element stored
9ote!2?105A!1 ':t/&ub &%O 0"RR+OD'R R/9 4/% 9O 0"RR+ OD'R 4"B"90'S 0R'"%'7
9ote!2AA022!1 ':t/&ub "&&=&"+=0AA1A=%his element input already bein$ used to maintain an absence balance
9ote!2A21**!1 ':t/Mod Ho( %o Cet "round /sin$ " 4alance Reset 7ate %hat 7oes 9ot %hro( "n 'rror
9ote!2?4011!1 ':t/&ub Ho( to Reset %he &%O "ccrual 4alances or 0hec1s P 7eposit "d#ices
9ote!2?1*G5!1 ':t/&ub 2hat does Selectin$ a &%O 4alance %ype at the 4usiness Croup doQ
9ote!2?*5JG!1 ':t/R!R 0H'0@ 3OR '9%I%B'M'9% 4"B"90'S "0ROSS %H' 0"B'97"R +'"R I9 " &"+ROBB &'RIO7
9ote!2?1501!1 ':t/&ub &%O 0arryo#er is 9ot Rollin$ o#er 4alances
9ote!2?4G44!1 ':t/&ub Ho( 7oes the &%OESIM&B'EM/B%I&BI'R or &%OESIM&B'E4"B"90'EM/B%I&BI'R 2or1Q
9ote!250*G5!1 ':t/&ub "ccrual 0arry O#er 'lements Increase &rior +ears 4alance
9ote!25J2G0!1 ':t/&ub 0annot 0han$e the &riority 3ield on &%O &lan i usin$ 3ormula &%OE&"+ROBBE4"B"90'E0"B0/B"%IO9
9ote!25G1??!1 ':t/&ub &"+2S"0D = Dacation 4alance is 9ot 0orrect in the Die(; 'mployee "ccruals 3orm
Note.5CGF4&.4E:tAPu1PA#>US>PTO>ACCRUAL.NET>ACCRUALS PACHA;E "oes Not Return Corre't B()(n'e
*1
11i
HRMS
Notes on E)ements
ID Status Subject
9ote!2AAJJ*!1':t/&ub&to 'lements "re 9ot Sho(n On Ss &ayslip
ID Status Subject
9ote!2?12A*!1':t/&ub&%O 0arry O#er 0ompletes (ith a 2arnin$ / 9o 0arry O#er 'lements 0reated
9ote!2?1A?G!1':t/&ubHo( 7oes &ayroll Read the 0arryo#er 'lements 'ecti#e 7ate
9ote!2AA1?4!1':t/&ub2hat Shado( 'lements are 0reated (hen I KSa#eK my "ccrual &lan
9ote!14G524!1':t/&ubRelease 11!5= Ho( %o Setup a &%O &lan and the 'lements or %his &lan
9ote!250*G5!1':t/&ub"ccrual 0arry O#er 'lements Increase &rior +ears 4alance
Notes on A1sen'es
ID Status Subject
9ote!2J0**2!1 ':t/&ub &roblems 2ith Replaced 4y "nd "bsence Reason 3ields
Note.5F<<55.4E:tAPu1A1sen'e E)ement Not "e)eted from E)ement Entr* +hen A1sen'e is "e)eted
9ote!2A?J4J!1 ':t/Mod "bsence 'lement 0reated, 9ot 4ein$ 7isplayed in BOD on the "bsence %ype 3orm!
9ote!2AA022!1 ':t/&ub "&&=&"+=0AA1A=%his element input already bein$ used to maintain an absence balance
9ote!255J*?!1 ':t/&ub &lease Deriy BOD 3or "bsence %ype "nd "ccrual 0ate$ory 3or /S Be$islation
9ote!2A4200!1 ':t/Mod &%O 'lement 0reated Is 9ot /sin$ Same %ermination Rule "s "bsence %a1en
9ote!2?4A4J!1 ':t/Mod Ho( %o 'nter "n "bsence 3or "ctual 7ate "ter %he &ayroll Has 4een &rocessed
9ote!2A01*J!1 ':t/&ub Ho( do I $et the "bsence Start/'nd ields to be displayed in 4''
9ote!2?*00A!1 ':t/&ub 0annot "ccess "bsence 3orm (ithout 'rror bein$ in#o1ed
9ote!25AGAA!1 ':t/&ub Ho( to $et "ccruals to 0alculate on Inacti#e "ssi$nments ,i!e!/npaid Bea#e o "bsence-
9ote!251005!1 ':t/&ub KDacationK 0hoice not in Bo# or "bsence %ypes 2indo(
ID Status Subject
9ote!2A02G4!1':t/&ub */2J= 4CE"4S'90'E7/R"%IO9 Messa$e More %han *0 0haracters 7oes 9ot Sho(!
9ote!2?J*J*!1':t/Mod"bsences "re 9ot 0orrectly Relect In Hr
9ote!2?00??!1':t/&ub 4'' %ranser &rocess 'nds as Incomplete (ith Messa$e "bout the "bsence 7uration o %ime
Notes on P(*ro)) !ssues
ID Status Subject
9ote!2??G25!1':t/&ub&ayroll &rocess or Ruic1 &ay 'rror ater "pplyin$ &atch **?401J or ***00*0 / *54J1A0
*2
11i
HRMS
;ener() PTO Notes
Support.$RS.Admin
ID Status Subject Type
Note.5CD5&<.4!ntAU.EA)most E6er*thing #ou +(nted to Hno, A1out PTORE-ERENCE
ID Status Subject
9ote!2?0552!1':t/&ub /nderstandin$ &%O chan$es ,"ccrual chan$es- since HRMS &3E7
9ote!2G4552!1':t/&ub &%O 3or Suspended "ssi$nments 9ot 0alculatin$ 0orrectly
9ote!2?*5G?!1':t/&ub %H' &%O 0"RR+OD'R 0OM&B'%I9C 4/% 9O% /&7"%I9C!
9ote!2G1?4J!1':t/&ub &%O "ccruals 3or 4oth Dacation P Sic1 %ime "re 9ot "ccurate
9ote!2G1514!1':t/&ub &%O "ccrual Startin$ O#er or 'mployees 2hen Bin1 0riteria 0han$es, (hyQ
9ote!2AG40?!1':t/&ub "re there any reports that $i#es the &%O %otal "ccrued, %a1en, "#ailable and 2hen an 'mployee $oes 9e$ati#eQ
9ote!2?1*22!1':t/&ub &%O 0"RR+ OD'R H"S I90O9SIS%'9% D"B/'S 7'&'97I9C O9 7"+ DI'2'7
9ote!2?12A*!1':t/&ub &%O 0arry O#er 0ompletes (ith a 2arnin$ / 9o 0arry O#er 'lements 0reated
9ote!2?150A!1':t/&ub OR"=201 occurred at line A0 o ormula &%OE&"+ROBBE0"RR+OD'R
9ote!2AJ115!1':t/&ub &BS=00*0? (ron$ number or types o ar$um has occurred in table &'&%O'F0!"SC &%O 7' +%7
9ote!2?105A!1':t/&ub &%O 0"RR+OD'R R/9 4/% 9O 0"RR+ OD'R 4"B"90'S 0R'"%'7
9ote!2?210*!1':t/&ub Ho( to ma1e "dNustments to the &%O 0arry O#er element throu$h 4''
9ote!2?*5GA!1':t/&ub &%O 3OR 9O9='F'M&% IS 7IS&B"+I9C O9 7'&OSI% "7DI0' "S 9'C"%ID'
9ote!14G524!1':t/&ub Release 11!5= Ho( %o Setup a &%O &lan and the 'lements or %his &lan
9ote!2AA0*1!1Int//!' R11!5 = Setup an 'arnin$s %ype 'lement to be /sed to 0apture &%O in Oracle %ime Mana$em
9ote!14?A21!1':t/&ub R11!5 = Setup an 'arnin$s %ype 'lement to be /sed to 0apture &%O in Oracle %ime Mana$em
9ote!2A0?*0!1':t/&ub Ho( to Stop &%O rom "ccruin$ on Inacti#e "ssi$nments
9ote!2A5A5?!1':t/&ub 2here to 3ind Inormation on &aid %ime O ,&%O- and 0reatin$ 3ormulas
9ote!2A4200!1':t/Mod&%O 'lement 0reated Is 9ot /sin$ Same %ermination Rule "s "bsence %a1en
9ote!2?4011!1':t/&ub Ho( to Reset %he &%O "ccrual 4alances or 0hec1s P 7eposit "d#ices
9ote!2A151J!1':t/Mod&to "ccrual 4ands = Dersions
9ote!2?50*4!1':t/&ub &to 0arry O#er &rocess 'rrors 2ith Ora=0?502= &l/S.l=9umeric Or Dalue 'rror=
9ote!2?5051!1':t/&ub 0reatin$ &to "ccrual &lan "nd 0an 9ot "dd 'ntry Dalue %o 'lement
9ote!2?1?J4!1':t/&ub Runnin$ the &%O 0arry O#er &rocess
9ote!2?1*G5!1':t/&ub 2hat does Selectin$ a &%O 4alance %ype at the 4usiness Croup doQ
9ote!2?J11A!1':t/Mod&%O "ccrual &lan has stopped "ccruin$ or KsomeK employees
9ote!2?*JA2!1':t/&ub &to &lan 'lement 'ntries 7o 9ot Cet &rocessed 7urin$ &ayroll Run
9ote!2?405A!1':t/&ub &%O=SO' "nd Die( "ccrual Is Sho(in$ =G Hours 2hen It Should 4e Vero
9ote!2?*5J4!1':t/R!R &%O 0"RR+OD'R &RO0'SS 7O'S 9O% 2OR@ I9 1S% +'"R O3 S'RDI0'
9ote!2?4*2*!1':t/R!R OR"=20001= OR"=201 occurred at line AJ o ormula &%OE&"+ROBBE0"RR+OD'R
9ote!2?204?!1':t/&ub &%O accruals are bein$ accrued o#er 2A pay periods instead o 2?
9ote!2?1501!1':t/&ub &%O 0arryo#er is 9ot Rollin$ o#er 4alances
9ote!2?4G44!1':t/&ub Ho( 7oes the &%OESIM&B'EM/B%I&BI'R or &%OESIM&B'E4"B"90'EM/B%I&BI'R 2or1Q
9ote!25J2G0!1':t/&ub 0annot 0han$e the &riority 3ield on &%O &lan i usin$ 3ormula &%OE&"+ROBBE4"B"90'E0"B0/B"%IO9
9ote!2?051G!1':t/&ub &"+E/SE&%OE"00R/"B!9'%E"00R/"BS &"0@"C' 7oes 9ot Return 0orrect 4alance
9ote!2?00A1!1':t/&ub &%O 0arry O#er &rocesses 'mployee that is 9ot 'nrolled in &lan
9ote!2?002J!1':t/&ub Ho( to %ranser &%O Residual %ime to a 7ierent "ccrual &lan ='mployees 7o 9ot Boose Dacation %ime 4ut "dd It to Sic1 %ime
9ote!2?0*A?!1':t/&ub &%O 0arryo#er &rocess 3ailin$ (ith OR"=20001 in 3ormula &%OE&"+ROBBE0"RR+OD'R
9ote!251000!1':t/&ub &%O Dacation 7oes 9ot "ccrue 0orrectly

ID Status Subject
9ote!2???1J!1':t/&ub 0ostin$ &to 3or Salaried 'mployees 7oubles = Reduce Re$ Is 9ot 0osted
9ote!2AAJJ*!1':t/&ub &to 'lements "re 9ot Sho(n On Ss &ayslip
9ote!2A45?2!1':t/Mod7ate 'arned 9ot Sho(in$ 3or &%O 'lement
9ote!2?4?5G!1':t/&ub &to &lans 'rror 2ith In#alid 9umber 2hen Run 7urin$ &ayroll &rocess
**
11i
HRMS

-rom Note 5<%F%&.4 E A),(*s (s7 these .uestions ,hen ,or7ing on PTO
issues
;o()
%he belo( .uestions (ill hopeully help you $et to a aster resolution (hen (or1in$ &%O issues!
-i:
1! 2hat 3amily &ac1 is the 0ustomer onQ
2! 2hat is the #ersions o pyusptoa!p1h/p1b and peaclcal!p1h/phb
*! 2hat is the &ayroll 4alance Reset 7ate selectedQ ,located on the "ccrual &lan 3orm-
4! 2hat is the name o the "ccrual 3ormula the "ccrual &lan is usin$Q
5! Is the customer usin$ the seeded #ersions or a modiied #ersion o
the seeded ormulaQ
%hese .uestions are needed (hen lo$$in$ a bu$ a$ainst the &%O product
*4

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