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Accrual documents
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Leave Accrual Plan
Create Annual Leave Opening Balance
NOTE : Go to ’01-JAN-2000’ using date track mode before creating element.
N:avigation: HRMS Super User-->Total Compensation-->Basic-->Element Description
Element NameAnnual Leave Opening
Balance
Primary
ClassificationInformation
DescriptionThis Element Capture Opening
balance.
Type Non Recurring
Input Values Opening Balance(Day)
Effective Date(Date)
Reason (Character)
Future1 (Character)
Future2 (Character)
Save Element and click on Input Value
Create Annual Leave Adjustment
Element Name Annual Leave Adjustment
Primary Classification Information
Description This Element Capture Adjustment balance
Type Non Recurring
Input Values Adjustment Days (Day)
Effective Date (Date)
Reason(Character)
Future1 (Character)
Future2 (Character)
Save Element and click on Input Value
Create Annual Leave Encashment
Element Name Annual Leave Encashment
Primary Classification Information
Description This Element Capture Encashment of leave balance.
Type Non Recurring
Input Values Encashment Days (Day)
Effective Date (Date)
Reason(Character)
Future1 (Character)
Future2 (Character)
Save Element and click on Input Value
Create Link for above 3 all elements.
Navigation--> HRMS Super user -->Total Compensation -->Link
Define Accrual Plan
Navigation: HRMS Super user-->Total Compensation-->Accrual plan
Plan Name Annual Leave Plan
Accrual Category Vacation
Accrual Units Days
Description Accrual Plan For Annual Leave
Accrual Formula PTO_PAYROLL_CALCULATION
Carry Over PTO_PAYROLL_CARRYOVER
Formula
Absence Element Annual Leave Element
Units Days
Effective date 01-JAN-2000
Create Accrual bands.
Create Net Calculation Rules.
Create link for Accrual plan .
N:avigation: HRMS Super user -->Total Compensation--->Link
When we create accrual plan then below system will automatically generate below elements. System will automatic generate element link for below elements and link below 5 elements to criteria defined for absence Element link. So check element link is automatically for below elements and if it is not generated automatically then manually create element link.
1) Annual Leave Plan2) Annual Leave Plan Carried Over3) Annual Leave Plan Payroll Balance4) Annual Leave Plan Residual5) Annual Leave Plan Tagging
Element Annual Leave Plan
Eligibility Criteria(Link to organization)
Link to All payrolls
Navigation--> HRMS Super user -->Total Compensation -->Link
Enroll Employee to Accrual plan
Navigation: HRMS Super User-->People-->Enter and Maintain-->Assignment-->Entries
We should attach Accrual plan to Employee At Hire Date in standard practice.
Attach the Elements
Check accrual balance
Navigation: HRMS super User-->Fast Path-->Accruals
Here it is showing Net Entitlement as 18 because i am checking accrual balance on 30- SEP-2001 and we have entered Accrual rate 24 in Accrual Band while defining Accrual Plan so system add 2 leaves after each month in Annual Leave Plan. Here we are using seeded formula for Accrual , so we can customize accrual plan details.
Create Absence for 10 days.
Navigation: Enter and Maintain-->People-->Others-->Absence
Save the absence and Check the leave balance in Accruals:
Leave Carry over process
Check accrual balance from 01-Jan-2001 to 31-Dec-2001Navigation: HRMS super User-->Fast Path-->Accruals
Run the Concurrent PTO Carry OverNavigation-->View-->Request-->submit a New Request-->OK\
Run PTO Carry Over Process keeping calculation date as 01-JAN-2002
Click OK and refresh Data
Check the Annual Leave Balance carryover for next year
Navigation: HRMS super User-->Fast Path-->Accruals
Alter Effective date to 31-Jan-2002