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7/28/2019 Unlocking the Power of Oracle Fast Formula
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OAUG Spring 2002 i
Unlocking the Power of Oracle Fast Formula
Prepared by Thomas Russell
Xcelicor, Inc.
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Document Control Page ii
Contents
Introduction.............................................................................................................................1
Purpose .............................................................................................................................1Summary...........................................................................................................................1
Advantages of Using Fast Formula / Rules .......................................................................2
How To Use Fast Formula (Rules) - Naming .....................................................................3
How To Use Fast Formula (Rules) - Syntax ........................................................................4
How To Use Fast Formula (Rules) - Conditional Logic ....................................................6
How To Use Fast Formula (Rules) - Functions...................................................................8
How To Use Fast Formula (Rules) - DBitems.....................................................................9
How To Use Fast Formula (Rules) Return Statement...................................................10
Fast Formula / Rules Where can they be used and how .............................................11
Payroll Run Time calculations.....................................................................................12Payroll Element input validation edits ....................................................................13Payroll Skip Rules.......................................................................................................14PTO Accruals Calculations for accrual and carryover ..........................................15Benefits Enforce client specific eligibilities, coverage rates, inception of coverage,etc. ....................................................................................................................................16Benefits System Extract data selection.....................................................................17HRMS Quickpaint for displaying employee information ....................................18
Conclusion.............................................................................................................................19
Questions ........................................................................................................................19
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Introduction
Purpose
Oracle Fast Formula are extremely versatile. The purpose of thisdocument is to focus on that versatility. It is notmeant to be an all encompassing how to guide. Instead, standard Oracle fast Formula documentation and
functionality will be referred to rather than re-defined.
Summary
Oracle Fast Formulae are most often thought of as a payroll feature and something too technical for the average userto use. It is generally known by Oracle payroll clients that fast formulae are programs that calculate earnings,deductions and taxes. This is a fairly narrow scope. Oracle has been inserting this technology in other applicationswithin the HRMS umbrella.
This presentation will dispel the misguided notion that fast formulae are for payroll only and that they are only forthe super technical. It will present fast formulae uses in payroll, benefits and system extract. It will unlock the power
of these applications; with fast formulae one can truly be free to enforce ones own client rules.
In payroll, fast formulae are used to determine if and when an element is processed , how it is processed and theresult of that processing. In benefits each comp object is furnished with a rule window that allows one to createcustom fast formulae for all benefit requirements including eligibilities, post processing edits, etc..
Additionally in the standard benefits product system extract enables one to extract prescribed data from theapplication and fast formulae explodes this realm in such a way that many extract files can be created by this feature
This presentation is not intended to present payroll, benefits or system extract but rather the underlying oftmisunderstood tool that can make implementing and maintaining client rules a routine task .
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Advantages of Using Fast Formula / Rules
Easy for the non technical to use
Knowledge of SQL not necessary
Integrated into Oracle HR, Payroll, Benefits : easy access to data (including balances)
An easy way to implement client specific rules
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How To Use Fast Formula (Rules) - Syntax
Improper syntax results in fast formula compilation errors. Formula like these will not execute. Syntax and usageguidelines are defined by Oracle in the Fast Formula documentation.
/****************************************
FORMULA NAME: mass transit
FORMULA TYPE: Payroll
Change History
22-FEB-2001 T Russell Created .
****************************************/
/* Alias Section */
ALIAS SCL_ASG_US_WORK_SCHEDULE AS Work_Schedule
/* Defaults Section */
default for tax_free_amount is 0
default for taxable_amount is 0
/* Inputs Section */
Inputs are tax_free_amount,
taxable_amount
IF taxable_amount WAS DEFAULTED or
tax_free_amount WAS DEFAULTED
THEN
( mesg =
'Mass transit requires both tax free and taxable amounts to be inputted'
RETURN mesg )
ELSE
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(
nottaxed = tax_free_amount
istaxed = taxable_amount
RETURN nottaxed, istaxed, mesg )
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How To Use Fast Formula (Rules) - Conditional Logic
If-Then-Else , conditional and nested logic allows great versatility in coding.
/********************************************************************
FORMULA NAME: MILEAGE_FLAT_AMOUNT_NONRECUR
FORMULA TYPE: Payroll
DESCRIPTION: calculate $ mileage using global
**********************************************************************
Change History
17-APR-01 T Russell Created.
**********************************************************************/
/* Input Value Defaults */
Default for MILEAGE_00_ADDITIONAL_ASG_GRE_ITD is 0
Default for MILEAGE_00_REPLACEMENT_ASG_GRE_ITD is 0
Default for MILEAGE_00_ASG_GRE_RUN is 0
Default for MILEAGE_00_ASG_GRE_YTD is 0
Default for Distance is 0
/* Inputs */
INPUTS ARE Distance
Amount=Distance * cents_per_mile_00 /* global */
mesg = 'amount='+to_text(amount) +' global='+to_text(cents_per_mile_00)
IF MILEAGE_00_REPLACEMENT_ASG_GRE_ITD WAS DEFAULTED OR
MILEAGE_00_REPLACEMENT_ASG_GRE_ITD = 0 THEN
(flat_amount = Amount + MILEAGE_00_ADDITIONAL_ASG_GRE_ITD
+ MILEAGE_00_ADDITIONAL_ASG_GRE_ITD)
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ELSE
(flat_amount = MILEAGE_00_REPLACEMENT_ASG_GRE_ITD
+ MILEAGE_00_ADDITIONAL_ASG_GRE_ITD
clear_repl_amt = -1 * MILEAGE_00_REPLACEMENT_ASG_GRE_ITD
mesg = 'MILEAGE_00 Amount overridden by Replacement Amount.')
IF MILEAGE_00_ADDITIONAL_ASG_GRE_ITD 0 THEN
clear_addl_amt = -1 * MILEAGE_00_ADDITIONAL_ASG_GRE_ITD
if (1 = 1) then (
)
RETURN flat_amount, clear_addl_amt, clear_repl_amt, mesg
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How To Use Fast Formula (Rules) - Functions
These are PL/SQL scripts that are catalogued for and made available to fast formula. These perform complex datamanipulations and allow one to be more economical in the coding of a fast formula. Oracle delivers many useful
functions and clients can define their own. The standard / delivered functions are documented by Oracle in theUsing Fast Formula manual. Some of the delivered functions are:
To_Char : used to transform character data to numeric
To_Num : used to transform data from char to numeric
Trunc: to truncate decimals
Days_Between : to return the days between two dates
Months_Between : to return the months between two dates
Years_Between : to return the years between two dates
Greatest : returns the greatest in a string
Least : returns the least in a string
Calculate_Payroll_periods
Get_Absence
Many More.
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How To Use Fast Formula (Rules) - DBitems
The data that is accessed in fast formula are registered as dbitems (data base items). Dbitems have context whichdetermine where they can be accessed. For example a dbitem for payroll may not be accessible to benefits. The client
can define dbitems automatically when a element, earning,deduction, balance, globals, person, etc. is defined. Onoccasion though a dbitem needs to be defined technically; this entails technical support to update those Oracle tablesdefining the dbitem and its context(s).
Automatically defined dbitems are called dynamic dbitems. Those dbitems pre-defined within the application arecalled static dbitems.
Dynamic Dbitems
Elements (earnings, deductions, information)
Element input values
Balances
Flex Fields
Global Values
Static Dbitems
Accrual Plans
Applicant
Employee
Contact
Location
Address
Date
Payroll
etc
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How To Use Fast Formula (Rules) Return Statement
Every fast formula should have a return statement. This fast formula statement when processed ends execution of theformula and passes the result of its execution to the appropriate destination.
Payroll uses the formula results form to map return variables as direct feeds (the result of thecalculation or indirect feeds (pass data to another element for subsequent processing or balanceprocessing or message processing). The client is free to name their own results, passing them thru thereturn statement and mapping them as desired.
Benefits There are prescribed returns predefined within the benefits application. So, in addition todetermining the type of fast formula one must also select the corresponding return. Failure to do thiswill result in the benefit rule not performing as desired..it will appear that the formula did notexecute.
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Fast Formula / Rules Where can they be used and how
A Fast Formula or Rule is only valuable when it can be executed. The following lists some of the places in OracleHRMS/Benefits where these rules can be executed
Payroll Payroll run time calculations
Payroll Element input validation edits
Payroll Skip Rule
PTO Accruals Calculations for accrual and carryover
Benefits Enforce client specific eligibilities, coverage rates, inception of coverage, etc.
Benefits System Extract data selection
HRMS Quickpaint for displaying employee information
HRMS Assignment Sets
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Payroll Run Time calculations
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Payroll Element input validation edits
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Payroll Skip Rules
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PTO Accruals Calculations for accrual and carryover
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Benefits Enforce client specific eligibilities, coverage rates, inception of coverage, etc.
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Benefits System Extract data selection
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Conclusion
Fast Formula (Rules) empower the non technical super user
Fast Formula (Rules) are versatile
Fast Formula (Rules) are integrated in the HRMS suite of applications
Future enhancements to Oracle HRMS/Benefits will continue to include Fast Formula (Rules)
Questions
?