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
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
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
Define calculation rules, accumulators, and overrides for absence entitlements.
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
Define absence take parameters.
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
Define accumulator period, levels, and members.
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
Define lookup rules; search keys/return columns and data for a bracket.
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
Define a formula element using mathematical and logical operands.
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
Define a proration element providing the numerator and denominator designation. Generic Global proration is used. GEN PO COUNT - Prorate Based on Work Hours.
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
Define the organization responsible for making payments to payees.
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
Categorize payees sharing the same pay characteristics into pay groups.
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
Define eligibility groups for which a payee population might be eligible.
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
Define groups of elements to be used with various types of processing.
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
Group and order elements into sections for payroll or absence processing.
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
Define process lists with sections, pay accumulators, and calculation type.
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
Define a run type for a payroll or absence run; associate TRCs and VC earnings.
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
Define period parameters like begin and end.
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
Define calendar parameters such as payee selection and generation control.
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
Define calendars to be run simultaneously in one group.
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
Setup Country configuration and rules for Absence Self Service.
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
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
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