HCM: Local Configuration Guide - Absence Management

This document contains the configuration decisions made for use in deployment of the Absence Management of the Oracle’s PeopleSoft HCM 9.2 application.  As such, all additional documentation must be in agreement with the related items described herein.  Should conflict arise with information contained in another document, the data in this document shall be considered valid and that of the other shall be deemed incorrect.

The order of the configuration tables presented in this document adheres to the table setup sequence required to successfully set up all tables.

Absence Management handles absence processing and enables you to fine-tune the design of your system. Using a browser environment, PeopleTools, and a rules-based system, you can configure your absence system online without writing or changing the source code, thus reducing installation and maintenance time and costs. Absence Management contains no application-specific rules or code. Using items, called elements, you build rules that determine what absence components are calculated, on a payee-by-payee basis, during batch processing.

This guide contains a brief description of any issues and /or recommended approaches for the table setups.  In addition to this documentation, please refer to the appropriate sections in PeopleBooks for additional details for configuring and maintaining the HCM product

Payroll User (Enterprise)

Define operator profile to access countries for Global Payroll and Absence. Global Payroll security is set at the user level in order to access element setup data.  Select the “All

Countries” value in the Used By edit box/drop down list. Only those user profiles who will be configuring absence management should have access to element setup data.

Cut-over task at go-live

Payroll User Page Example

Navigation: NavBar > Navigator > Set Up HCM > Security > User Maintenance > Global Payroll User Profile

Security:

  • ZZ Payroll Configuration

Menu: DEFINE_PAYROLL_RULES_(GBL)
Component:
GP_OPR_RULE_PRF
Page:
GP_OPR_RULE_PRF
Action:
A/UD

Absence Entitlements (District)

Define calculation rules, accumulators, and overrides for absence entitlements.

Absence Entitlements Page Example

Navigation: NavBar > Navigator > Set Up HCM > Product Related > Global Payroll & Absence Mgmt > Elements > Absence Elements > Absence Entitlements

Security:

  • ZD Absence Mgmt Local Config
  • ZD_AM_ABS_MGMT_CFG
  • ZZ_AM_MAINT_ABS_WORK_SCHED_CFG

Menu: DEFINE_PAYROLL_RULES_(GBL)

Component: GP_ABS_ENTL

Page: GP_PIN

Action: A/UD/DA/C

Absence Takes (District)

Define absence take parameters.

Absence Takes Page Example

Navigation: NavBar > Navigator > Set Up HCM > Product Related > Global Payroll & Absence Mgmt > Elements > Absence Elements > Absence Takes

Security:

  • ZD Absence Mgmt Local Config
  • ZD_AM_ABS_MGMT_CFG
  • ZZ_AM_MAINT_ABS_WORK_SCHED_CFG

Menu: DEFINE_PAYROLL_RULES_(GBL)

Component: GP_ABS_TAKE

Page: GP_ELM_DFN_SOVR

Action: A/UD/DA/C

Accumulators (District)

Define accumulator period, levels, and members.

Accumulators Page Example

Navigation: NavBar > Navigator > Set Up HCM > Product Related > Global Payroll & Absence Mgmt > Elements > Supporting Elements > Accumulators

Security:

  • ZD Absence Mgmt Local Config
  • ZD_AM_ABS_MGMT_CFG
  • ZZ_AM_MAINT_ABS_WORK_SCHED_CFG

Menu: DEFINE_PAYROLL_RULES_(GBL)

Component: GP_ACCUMULATOR

Page: GP_PIN

Action: A/UD

Brackets (District)

Define lookup rules; search keys/return columns and data for a bracket.

Brackets Page Example

Navigation: NavBar > Navigator > Set Up HCM > Product Related > Global Payroll & Absence Mgmt > Elements > Supporting Elements > Brackets

Security:

  • ZD Absence Mgmt Local Config
  • ZD_AM_ABS_MGMT_CFG
  • ZZ_AM_MAINT_ABS_WORK_SCHED_CFG

Menu: DEFINE_PAYROLL_RULES_(GBL)

Component: GP_BRACKET

Page: GP_PIN

Action: A/UD/DA

Formulas (District)

Define a formula element using mathematical and logical operands.

Formulas Page Example

Navigation: NavBar > Navigator > Set Up HCM > Product Related > Global Payroll & Absence Mgmt > Elements > Supporting Elements > Formulas

Security:

  • ZD Absence Mgmt Local Config
  • ZD_AM_ABS_MGMT_CFG
  • ZZ_AM_MAINT_ABS_WORK_SCHED_CFG

Menu: DEFINE_PAYROLL_RULES_(GBL)

Component: GP_FORMULA

Page: GP_PIN

Action: A/UD/DA/C

Proration Rules (District)

Define a proration element providing the numerator and denominator designation. Generic Global proration is used. GEN PO COUNT - Prorate Based on Work Hours.

Proration Rules Page Example

Navigation: NavBar > Navigator > Set Up HCM > Product Related > Global Payroll & Absence Mgmt > Elements > Supporting Elements > Proration Rules

Security: Under Development

Menu: DEFINE_PAYROLL_RULES_(GBL)

Component: GP_PRORATION

Page: GP_PRORATION

Action: A/UD/DA/C

Pay Entities (District)

Define the organization responsible for making payments to payees.

Pay Entities Page Example

Navigation: NavBar > Navigator > Set Up HCM > Product Related > Global Payroll & Absence Mgmt > Framework > Organizational > Pay Entities

Security:

  • ZD Absence Mgmt Local Config
  • ZZ_AM_MAINT_ABS_WORK_SCHED_CFG

Menu: DEFINE_PAYROLL_RULES_(GBL)

Component: GP_PYENT

Page: GP_PYENT_NAME

Action: A/UD/DA/C

Pay Groups (District)

Categorize payees sharing the same pay characteristics into pay groups.

Pay Groups (District)

Navigation: NavBar > Navigator > Set Up HCM > Product Related > Global Payroll & Absence Mgmt > Framework > Organizational > Pay Groups

Security:

  • ZD Absence Mgmt Local Config
  • ZD_AM_ABS_MGMT_CFG
  • ZZ_AM_MAINT_ABS_WORK_SCHED_CFG

Menu: DEFINE_PAYROLL_RULES_(GBL)

Component: GP_PYGRP

Page: GP_PYGRP_NAME

Action: UD/DA

Eligibility Groups (District)

Define eligibility groups for which a payee population might be eligible.

Eligibility Groups Page Example

Navigation: NavBar > Navigator > Set Up HCM > Product Related > Global Payroll & Absence Mgmt > Framework > Organizational > Eligibility Groups

Security:

  • ZD Absence Mgmt Local Config
  • ZD_AM_ABS_MGMT_CFG
  • ZZ_AM_MAINT_ABS_WORK_SCHED_CFG

Menu: DEFINE_PAYROLL_RULES_(GBL)

Component: GP_ELIG_GROUP

Page: GP_ELIG_GROUP

Action: A/UD/DA/C

Element Groups (District)

Define groups of elements to be used with various types of processing.

Element Groups Page Example

Navigation: NavBar > Navigator > Set Up HCM > Product Related > Global Payroll & Absence Mgmt > Elements > Element Groups

Security:

  • ZD Absence Mgmt Local Config
  • ZD_AM_ABS_MGMT_CFG
  • ZZ_AM_MAINT_ABS_WORK_SCHED_CFG

Menu: DEFINE_PAYROLL_RULES_(GBL)

Component: GP_ELEMENT_GROUP

Page: GP_PIN

Action: A/UD/DA/C

Sections (District)

Group and order elements into sections for payroll or absence processing.

Sections Page Example

Navigation: NavBar > Navigator > Set Up HCM > Product Related > Global Payroll & Absence Mgmt > Framework > Processing > Sections

Security:

  • ZD Absence Mgmt Local Config
  • ZD_AM_ABS_MGMT_CFG
  • ZZ_AM_MAINT_ABS_WORK_SCHED_CFG

Menu: DEFINE_PAYROLL_RULES_(GBL)

Component: GP_SECTION

Page: GP_PIN

Action: A/UD/DA/C

Process Lists (District)

Define process lists with sections, pay accumulators, and calculation type.

Process Lists Page Example

Navigation: NavBar > Navigator > Set Up HCM > Product Related > Global Payroll & Absence Mgmt > Framework > Processing > Process Lists

Security:

  • ZD Absence Mgmt Local Config
  • ZD_AM_ABS_MGMT_CFG
  • ZZ_AM_MAINT_ABS_WORK_SCHED_CFG

Menu: DEFINE_PAYROLL_RULES_(GBL)

Component: GP_PROCESS

Page: GP_PIN

Action: A/UD/DA/C

Run Types (District)

Define a run type for a payroll or absence run; associate TRCs and VC earnings.

Run Types Page Example

Navigation: NavBar > Navigator > Set Up HCM > Product Related > Global Payroll & Absence Mgmt > Framework > Processing > Run Types

Security:

  • ZD Absence Mgmt Local Config
  • ZD_AM_ABS_MGMT_CFG
  • ZZ_AM_MAINT_ABS_WORK_SCHED_CFG

Menu: DEFINE_PAYROLL_RULES_(GBL)

Component: GP_RUN_TYPE

Page: GP_RUN_TYPE

Action: A/UD/DA/C

Periods (District)

Define period parameters like begin and end.

Periods Page Example

Navigation: NavBar > Navigator > Set Up HCM > Product Related > Global Payroll & Absence Mgmt > Framework > Calendars > Periods

Security:

  • ZD Absence Mgmt Local Config
  • ZD_AM_ABS_MGMT_CFG
  • ZZ_AM_MAINT_ABS_WORK_SCHED_CFG

Menu: DEFINE_PAYROLL_RULES_(GBL)

Component: GP_CALNEDAR_PERIOD

Page: GP_CALENDAR_PERIOD

Action: A/UD/DA/C

Calendars (District)

Define calendar parameters such as payee selection and generation control.

Calendars Page Example

Navigation: NavBar > Navigator > Set Up HCM > Product Related > Global Payroll & Absence Mgmt > Framework > Calendars > Calendars

Security:

  • ZD Absence Mgmt Local Config
  • ZD_AM_ABS_MGMT_CFG
  • ZZ_AM_MAINT_ABS_WORK_SCHED_CFG

Menu: DEFINE_PAYROLL_RULES_(GBL)

Component: GP_CALNEDAR

Page: GP_CALENDAR1

Action: A/UD/DA

Calendar Groups (District)

Define calendars to be run simultaneously in one group.

Calendar Groups Page Example

Navigation: NavBar > Navigator > Set Up HCM > Product Related > Global Payroll & Absence Mgmt > Framework > Calendars > Calendar Groups

Security:

  • ZD Absence Mgmt Local Config
  • ZD_AM_ABS_MGMT_CFG
  • ZZ_AM_MAINT_ABS_WORK_SCHED_CFG

Menu: DEFINE_PAYROLL_RULES_(GBL)

Component: GP_CALENDAR_RUN

Page: GP_CALENDAR_RUN

Action: A/UD

Country (Enterprise)

Setup Country configuration and rules for Absence Self Service.

Country Page Example

Navigation: NavBar > Navigator > Set Up HCM > Product Related > Global Payroll & Absence Mgmt > Absence Management > Country

Security:

  • ZD Absence Mgmt Local Config
  • ZD_AM_ABS_MGMT_CFG
  • ZZ_AM_MAINT_ABS_WORK_SCHED_CFG

Menu: DEFINE_PAYROLL_RULES_(GBL)

Component: GP_ABS_SS_CNTRY

Page: GP_ABS_SS_CNTRY1

Action: A/UD/DA/C

Country Take

Set up country take configuration and rules for self-service.

Navigation: NavBar > Navigator > Set Up HCM > Product Related > Global Payroll & Absence Mgmt > Absence Management > Country Take

Security:

  • ZD Absence Mgmt Local Config
  • ZD_AM_ABS_MGMT_CFG
  • ZZ_AM_MAINT_ABS_WORK_SCHED_CFG

Menu: DEFINE_PAYROLL_RULES_(GBL)

Component: GP_ABS_BAL_SS_DEF

Page: GP_ABS_ELIG_SS

Action: A/UD/DA/C