![1-32 Oracle Human Resources Management Systems FastFormula User Guide
conveniently in your formula. You can set up an alternative, shorter name for use
within a formula. You set this up using the Alias statement.
See: Statements, page 1-54
Expressions
Expressions combine constants and variables with arithmetic operators (+, -, *, /) and
functions to return a value of a certain data type. For example, the expression (3 + 2)
returns a value of 5, and is of numeric data type.
The format of an expression is:
SUBEXPRESSION [operator SUBEXPRESSION ...]
This means that a number of 'subexpressions' can combine in a single expression. For
example, the subexpressions (3 + 2) and MONTHS_BETWEEN(start_date, end_date)
can combine in a single expression as follows:
(3 + 2) + MONTHS_BETWEEN(start_date, end_date)
Expressions can also be used inside functions, as in the following example:
salary = GREATEST(minimum_wage, (hourly_rate * hours_worked))
Data Type of Expressions
The rules for determining the data type of an expression are simple. Operands in an
expression are normally of the same data type, and this is normally the data type of the
expression as a whole. For example, in the following expression all the operands are
numeric and the expression itself is numeric:
GREATEST(minimum_wage, (hourly_rate * hours_worked))
There are some exceptions to this. For example:
DAYS_BETWEEN(date1, date2)
MONTHS_BETWEEN(date1, date2)
These have date operands, but return a numeric value.
So the expression:
4 + days_between(start_date, todays_date)
returns a numeric result.](https://image.slidesharecdn.com/fastformular-150803151253-lva1-app6891/85/Fastformular-48-320.jpg)
![1-34 Oracle Human Resources Management Systems FastFormula User Guide
Notice that, as with the operators, the operands of a function can be variables,
constants, or complete expressions. If the operand is a text string, you must enclose it in
quote marks.
Text Functions
CHR
CHR(n)
The CHR function returns the character having the binary equivalent to number
operand n in the database character set.
Example
/* CHR (10) used to add a newline to the end of REPORT_TEXT2. */
REPORT_TEXT2 = 'Warning the Transaction Limit has been exceeded'
DEBUG
DEBUG(expr)
This function accepts a string and uses a DBMS_OUTPUT statement to output the string
to the console. Use this function when you are testing a new formula to track its
processing and identify where it is failing.
GREATEST
GREATEST(expr, expr [, expr] . . .)
GREATEST_OF(expr, expr [, expr] . . .)
The GREATEST function compares the values of all the text string operands. It returns
the value of the operand that is alphabetically last. If there are two or more operands
that meet the criteria, Oracle FastFormula returns the first.
INITCAP
INITCAP(expr)
The INITCAP function returns the expression expr with the first letter of each word in
uppercase, all other letters in lowercase. Words are delimited by white space or
characters that are not alphanumeric.
INSTR
INSTR(expr1,expr2[,n[,m]])
The INSTR searches expr1 beginning with its nth character for the nth occurrence of
expr2 and returns the position of the character in expr1 that is the first character of this](https://image.slidesharecdn.com/fastformular-150803151253-lva1-app6891/85/Fastformular-50-320.jpg)
![FastFormula 1-35
occurrence. If n is negative, Oracle FastFormula counts and searches backward from the
end of expr1. The value of m must be positive. The default values of both n and m are 1,
meaning Oracle FastFormula begins searching at the first character of expr1 for the first
occurrence of expr2. The return value is relative to the beginning of expr1, regardless of
the value of n, and is expressed in characters. If the search is unsuccessful (if expr2 does
not appear m times after the nth character of expr1) the return value is 0.
INSTRB
INSTRB(expr1,expr2[,n[,m]])
The same as INSTR, except that n and the return value are expressed in bytes, rather
than in characters. For a single-byte database character set, INSTRB is equivalent to
INSTR.
LEAST
LEAST(expr, expr [, expr] . . .)
LEAST_OF(expr, expr [, expr] . . .)
The LEAST function compares the values of all the text string operands. It returns the
value of the operand that is alphabetically first. If there are two or more operands that
meet the criteria, Oracle FastFormula returns the first.
LENGTH
LENGTH(expr)
The LENGTH function returns the number of characters in the text string operand expr.
Note: The data type of the result of this function is numeric.
LENGTHB
LENGTHB(char)
The LENGTHB function returns the length of char in characters. If char has datatype
CHAR, the length includes all trailing blanks. If char is null, this function returns null.
LOWER
LOWER(expr)
The LOWER function returns the string operand expr with all letters lowercase. The
return value has the same datatype as the argument expr.
LPAD
(expr, n [,pad])](https://image.slidesharecdn.com/fastformular-150803151253-lva1-app6891/85/Fastformular-51-320.jpg)
![1-36 Oracle Human Resources Management Systems FastFormula User Guide
The LPAD function returns the text string operand expr left-padded to length n with the
sequence of characters in pad. The default for pad is a blank. If expr is longer than n, then
LPADreturns the portion of expr that fits in n.
Examples:
/* A is set to 'XYXYXhello' */
A = LPAD ('hello, 10, 'XY')
/* A is set to 'hell' */
A = LPAD ('hello', 4 )
LTRIM
(expr [,set])
The LTRIM function returns the text string operand expr with all the leftmost characters
that appear in set removed. The default for set is a blank. If none of the leftmost
characters of expr appear in set then expr is returned
Examples:
/* A is set to 'def' */
A = LTRIM ('abcdef','abc')
/* A is set to 'abcdef' */
A = LTRIM ('abcdef','bc')
REPLACE
(expr, search_string [,replacement_string])
The REPLACE function returns the text string operand expr with every occurrence of
search_string replaced with replacement_string. If replacement_string is omitted or null, all
occurrences of search_string are removed. If search_string is NULL, expr is returned.
REPLACE allows you to substitute one string for another as well as to remove character
strings.
Example:
SELECT REPLACE ('JACK and JUE','J','BL') "Changes"
FROM DUAL
Changes](https://image.slidesharecdn.com/fastformular-150803151253-lva1-app6891/85/Fastformular-52-320.jpg)
![FastFormula 1-37
-------
BLACK and BLUE
RPAD
(expr, n [,pad])
The RPAD function returns the text string operand expr right-padded to length n with
the sequence of characters in pad. The default for pad is a blank. If expr is longer than n,
then RPADreturns the portion of expr that fits in n.
Examples:
/* A is set to 'helloXYXYX' */
A = RPAD ('hello, 10, 'XY')
/* A is set to 'hell' */
A = RPAD ('hello', 4 )
RTRIM
(expr [,set])
The RTRIM function returns the text string operand expr with all the rightmost
characters that appear in set removed. The default for set is a blank. If none of the
rightmost characters of expr appear in set then expr is returned
Examples:
/* A is set to 'abc' */
A = RTRIM ('abcdef','def')
/* A is set to 'abcdef' */
A = RTRIM ('abcdef','de')
SUBSTRING
SUBSTR(expr, m [,n])
SUBSTRING(expr, m [,n])
The SUBSTRING function returns a substring of the text string operand expr of length n
characters beginning at the mth character. If you omit the third operand, the substring
starts from m and finishes at the end of expr.](https://image.slidesharecdn.com/fastformular-150803151253-lva1-app6891/85/Fastformular-53-320.jpg)
![1-38 Oracle Human Resources Management Systems FastFormula User Guide
Note: The first operand is a text operand. The second and third
operands are numeric operands. The resulting data type of this
function is text.
Tip: Always check string length before you start to substring. For
example:
/* Check that the tax code starts with GG */
IF length(Tax_code) <= 2
THEN
(message = 'Tax code is too short'
RETURN message
)
IF substr( Tax_code, 1, 2) = 'GG' THEN ...
Or, to check if Tax_code is a string of at least two characters starting
with 'GG':
IF Tax_code LIKE 'GG%' THEN ...
SUBSTRB
(expr, m [,n])
The same as SUBSTR, except that the arguments m and n are expressed in bytes, rather
than in characters. For a single-byte database character set, SUBSTRB is equivalent to
SUBSTR.
TRANSLATE
(expr, from, to)
The TRANSLATE function returns the text string operand expr with all occurrences of
each character in from replaced by its corresponding character in to. Characters in expr
that are not in from are not replaced. The argument from can contain more characters
than to. In this case, the extra characters at the end of from have no corresponding
characters in to. If these extra characters appear in expr, they are removed from the
return value. Oracle FastFormula interprets the empty string as null, and if this function
has a null argument, it returns null.](https://image.slidesharecdn.com/fastformular-150803151253-lva1-app6891/85/Fastformular-54-320.jpg)
![1-40 Oracle Human Resources Management Systems FastFormula User Guide
CALCULATE_HOURS_WORKED (40, 01-FEB-2003, 28-FEB-2003, W) returns 160
This indicates that the employee has worked 160 hours in the month of February 2003,
based on a 40-hour week and taking into account the number of working days in that
month.
FLOOR
FLOOR(n)
The FLOOR function returns the integer part of a numeric operand n.
If the value of the operand contains information after the decimal point, Oracle
FastFormula discards that information and returns a whole number.
Example:
FLOOR(35.455) returns 35
GREATEST
GREATEST(n, n [, n] . . .)
GREATEST_OF(n, n [, n] . . .)
The GREATEST function compares all the operands and returns the largest value.
LEAST
LEAST(n, n [, n] . . .)
LEAST_OF(n, n [, n] . . .)
The LEAST function compares all the operands and returns the smallest value.
POWER
POWER(m,n)
Returns m raised to the nth power. The base m and the exponent n can be any numbers,
but if m is negative, n must be an integer.
ROUND
ROUND(n [, m])
The ROUND function rounds off a numeric value n to m decimal places and a date
depending on the format of m. For numeric values, the first operand is the value Oracle
FastFormula rounds off, the second the number of places Oracle FastFormula rounds
off to. For dates, ROUND returns n rounded to the unit specified by the format model
of m such as Year or Day. Refer to the SQL Language Reference Manual for details of the
valid formats you can specify.
Examples:](https://image.slidesharecdn.com/fastformular-150803151253-lva1-app6891/85/Fastformular-56-320.jpg)
![FastFormula 1-41
ROUND(2.3401, 2) returns 2.34
ROUND (2.3461, 2) returns 2.35
ROUND (TO_DATE('27-OCT-1992', 'DD-MON-YYYY'), 'YEAR') returns 01-JAN-1993
ROUNDUP
ROUNDUP(n [, m])
ROUND_UP(n [, m])
The ROUNDUP function rounds a numeric value n up to m decimal places. The first
operand is the value to be rounded up, the second the number of places to round to. If
the digits after the rounding point are zero, the value is unchanged. If the digits are not
zero, the value is incremented at the rounding point.
Examples:
ROUND_UP(2.3401, 2) returns 2.35
ROUND_UP(2.3400, 2) returns 2.34.
TRUNC
TRUNC(n [, m])
TRUNCATE(n [, m])
The TRUNC function rounds a numeric value n down to m decimal places. The first
operand is the value to be rounded down, the second the number of places to round to.
TRUNC also returns n with the time portion of the day truncated to the unit specified
by the format model of m. If you omit m, d is truncated to the nearest day The default
model, 'DD', returns the date rounded or truncated to the day with a time of midnight.
Oracle FastFormula drops all digits (if any) after the specified truncation point.
Examples:
TRUNC(2.3401, 2) returns 2.34.
TRUNC(TO_DATE('27-OCT-1992', 'DD-MON-YYYY'), 'YEAR') returns 01-JAN-1992
Date Functions
ADD_DAYS
ADD_DAYS(date, n)
The ADD_DAYS function adds a number of days to a date. The resulting date accords
with the calendar.
Note: Oracle FastFormula ignores any fractional part of the number n.](https://image.slidesharecdn.com/fastformular-150803151253-lva1-app6891/85/Fastformular-57-320.jpg)
![1-42 Oracle Human Resources Management Systems FastFormula User Guide
Example:
ADD_DAYS ('30-DEC-1990' (date), 6) returns 5 JAN 1991
ADD_MONTHS
ADD_MONTHS(date, n)
The ADD_MONTHS function adds a number of months to a date. The resulting date
accords with the calendar.
Note: Oracle FastFormula ignores any fractional part of the number n.
ADD_YEARS
ADD_YEARS(date, n)
The ADD_YEARS function adds a number of years to a date. The resulting date accords
with the calendar.
Note: Oracle FastFormula ignores any fractional part of the number n.
GREATEST
GREATEST(date1, date2[, date3] . . .)
The GREATEST function compares all the operands and returns the latest date.
LAST_DAY
LAST_DAY(d)
The LAST_DAY function returns the date of the last day of the month that contains d.
You might use this function to determine how many days are left in the current month.
LEAST
LEAST(date1, date2 [, date3] . . .)
The LEAST function compares all the operands and returns the earliest date.
DAYS_BETWEEN
DAYS_BETWEEN(date1, date2)
The DAYS_BETWEEN function returns the number of days between two dates. If the
later date is first, the result is a positive number. If the earlier date is first, the result is a
negative number. The number returned is also based on the real calendar.](https://image.slidesharecdn.com/fastformular-150803151253-lva1-app6891/85/Fastformular-58-320.jpg)
![1-44 Oracle Human Resources Management Systems FastFormula User Guide
YST or YDT Yukon Standard or Daylight Time
NEXT_DAY
NEXT_DAY(d, expr)
The NEXT_DAY function returns the date of the first weekday named by expr that is
later than the date d. The argument expr must be a day of the week in your session's
date language. The return value has the same hours, minutes, and seconds component
as the argument d.
Data Conversion Functions
Use data conversion functions to convert from one data type to another data type. For
example, you could have an expression returning a number value for salary, which you
want to include in a printed message (that is, a character value). To print the number as
part of the message, you need to convert the value of salary from a number to a
character value, using the TO_TEXT function.
CONVERT
(expr, dest_char_set [,source_char_set])
The CONVERT function converts a character string from one character set to another.
The expr argument is the value to be converted. The dest_char_set argument is the name
of the character set to which expr is converted. The source_char_set argument is the name
of the character set in which expr is stored in the database. The default value is the
database character set.
INSTR
(expr1,expr2[,n[,m]])
The INSTR function searches expr1 beginning with its nth character for the mth
occurrence of expr2 and returns the position of the character in expr1 that is the first
character of this occurrence. If n is negative, Oracle FastFormula counts and searches
backwards.
NUM_TO_CHAR
NUM_TO_CHAR(n, format)
Converts the number n from number data type to text data type using the specified
format. This function is equivalent to the SQL TO_CHAR function. For example:
NUM_TO_CHAR(amount, '$9,990.99')
This returns the amount with a leading dollar sign, commas every three digits, and two](https://image.slidesharecdn.com/fastformular-150803151253-lva1-app6891/85/Fastformular-60-320.jpg)
![FastFormula 1-45
decimal places. Refer to the SQL Language Reference Manual for a full list of the valid
number formats you can specify.
TO_DATE
TO_DATE (expr [, format])
Converts the expression expr of text data type to a date data type. The text expression
must be of the form 'YYYY/MM/DD HH24:MI:SS' if no format is provided. The day and
year must be in numeric form. For example:
/* legal */
date_1 = TO_DATE ('12 January 89', 'DD Month YY')
/* illegal */
date_1 = TO_DATE ('12 January Nineteen-Eighty-Nine',
'DD Month Year')
Note: When assigning date variables from constants it is much more
efficient to say:
date_1 = '1989/01/12 00:00:00'(date)
Note: The text expression must be in the format of either
YYYY/MM/DD HH24:MI:SS or DD-MON-YYYY if no format is
provided.
TO_NUMBER
TO_NUM(expr)
TO_NUMBER(expr)
Converts the expression expr of text data type to a number data type. The expression
must represent a valid number. So for example, you cannot convert an expression such
as `Type 24' but you can convert the text expression `1234'. For decimal values, you
must always use a period as a decinal point, for example '4.5'.
TO_TEXT
TO_TEXT(n) TO_TEXT (date1 [, format])
TO_CHAR(n) TO_CHAR(date1 [, format])
DATE_TO_TEXT(n) (date1 [, format])](https://image.slidesharecdn.com/fastformular-150803151253-lva1-app6891/85/Fastformular-61-320.jpg)
![1-46 Oracle Human Resources Management Systems FastFormula User Guide
The TO_TEXT function converts:
• the number n from number data type to text data type. The default number format
has the decinal point as a period, for example '4.5'.
• the date date1 from date data type to text data type. The optional format should be a
text string like 'DD/MM/YYYY'. The default format is 'YYYY/MM/DD HH24:MI:SS'.
For example:
birthdate = '21-JAN-1960' (date)
mesg = 'Birthdate is: ' + TO_CHAR (birthdate)
/* sets mesg to 'Birthdate is: 1960/01/21 00:00:00' */
mesg = 'Birthdate is: ' + TO_CHAR (birthdate,
'DD-MON-YY')
/* sets mesg to 'Birthdate is: 21-JAN-60' */
mesg = 'Birthdate is: ' + TO_CHAR (birthdate,
'DD Month Year')
/* sets mesg to 'Birthdate is: 21 January Nineteen-Sixty' */
Functions to Get Values From Tables
GET_LOOKUP_ MEANING
GET_LOOKUP_MEANING(lookup_type , lookup_code)
The GET_LOOKUP_MEANING function enables Oracle FastFormula to translate a
lookup code into a meaning. This can be used for any descriptive flexfield items or
developer flexfield items that are based on lookups.
Example:
GET_LOOKUP_MEANING ('ETH_TYPE', PEOPLE_GB_ETHNIC_ORIGIN)
GET_TABLE_VALUE
GET_TABLE_VALUE(table_name, column_name, row_value [,effective date])
The GET_TABLE_VALUE function returns the value of a cell in a user-defined table.
The three text operands, which identify the cell (table_name, column_name, and
row_value), are mandatory. The date operand is optional. If it is not supplied, the](https://image.slidesharecdn.com/fastformular-150803151253-lva1-app6891/85/Fastformular-62-320.jpg)
![FastFormula 1-49
been added in the Net Calculation Rules window. It sums the days or hours from all
entries with an effective date on or between the two input dates.
GET_PAYROLL_PERIOD
GET_PAYROLL_PERIOD(date)
This function determines the payroll period spanning the input date and sets global
variables containing the start and end date and the period number. It returns 0 if
successful, and otherwise error.
This example shows how to use this function then use the GET_DATE and
GET_NUMBER functions to retrieve the values it sets in the global variables:
E = GET_PAYROLL_PERIOD(Calculation_date)
Calculation_Period_SD = GET_DATE('PAYROLL_PERIOD_START_DATE')
Calculation_Period_ED = GET_DATE('PAYROLL_PERIOD_END_DATE')
Calculation_Period_PNUM = GET_NUMBER('PAYROLL_PERIOD_NUMBER')
GET_ACCRUAL_BAND
GET_ACCRUAL_BAND(number)
This function determines the appropriate accrual band for the specified length of
service. It sets global variables containing the ANNUAL_RATE, UPPER_LIMIT and
CEILING values for the band. ANNUAL_RATE is the amount that should accrue this
accrual term. UPPER_LIMIT is the length of service that must be completed for the
employee to go to the next accrual band. CEILING is the maximum number of hours or
days the employee can accrue at any time. The function returns 0 if successful, and
otherwise error.
This example shows how to use this function then use the GET_NUMBER function to
retrieve the values it sets in the global variables:
IF (GET_ACCRUAL_BAND(Years_Service) = 0 THEN
(
Annual_Rate = GET_NUMBER('ANNUAL_RATE')
Upper_Limit = GET_NUMBER('UPPER_LIMIT')
Ceiling = GET_NUMBER('CEILING')
ELSE
( ... [processing for error] ....)
)](https://image.slidesharecdn.com/fastformular-150803151253-lva1-app6891/85/Fastformular-65-320.jpg)
![FastFormula 1-55
Default Statement
The format of the Default statement is:
DEFAULT FOR <varname> IS <constant>
where varname is an input value or database item, and constant is a constant value
matching the data type of varname.
Use the Default statement to set a default value for an input value or database item. The
formula uses the default value if the database item is empty or the input value is not
provided when you run the formula.
You can use the Default statement with the 'WAS DEFAULTED' test to detect when a
default value has been used. For example:
DEFAULT FOR hourly_rate IS 3.00
X = hours_worked * hourly_rate
IF hourly_rate WAS DEFAULTED
THEN
MESG = 'Warning: hourly rate defaulted'
This example sets a default of 3.00 for the database item hourly_rate. If hourly_rate is
empty (NULL) in the database, the formula uses the default value of 3.00 and issues a
warning message.
Important: You must use the Default statement for database items that
can be empty. The Database Items window includes a check box
labelled Default Required. This check box is checked for database items
that can be empty. The Database Items window appears when you click
the Show Items button on the Formulas window.
Inputs Statement
The format of the Inputs statement is:
INPUTS ARE varname1(data type)[, varname2 (data type)] ...
Use the Inputs statement to pass input values from an element into a formula.
For example,
INPUTS ARE bonus (number),
start_date (date)](https://image.slidesharecdn.com/fastformular-150803151253-lva1-app6891/85/Fastformular-71-320.jpg)
![FastFormula 1-57
IF Statement
Use the If statement to check a condition that controls whether a sequence of statements
is executed.
There are two clauses in the If statement: the THEN and ELSE clauses.
• The THEN clause lets you define what to do if the conditions are true.
• The ELSE clause lets you define what to do if the conditions are not true.
The If statement is the only statement that can have other statements nested within it,
including other IF statements.
Format of Statement
The format of the If statement is:
IF [NOT] condition
[logical operator] [NOT] condition
THEN
statement [statement ..]
ELSE
statement [statement ..]
The If statement can consist of a single condition, or two or more conditions combined
with logical operators. The logical operators are AND, OR and NOT. The first two
combine the conditions logically, and the third negates a condition:
• The AND operator means that if both conditions are true, then their combination is
true.
• The OR operator means that if either condition is true, then their combination is
true.
• If the NOT operator precedes a condition, this inverts the truth of the condition.
That is, if condition X is true, then NOT X is false.
Format of Conditions
A condition itself has a valid format. This is:
expression comparator expression](https://image.slidesharecdn.com/fastformular-150803151253-lva1-app6891/85/Fastformular-73-320.jpg)
![FastFormula 1-153
• If the PROPORTION% is less than 0, the entry will be ignored.
Writing Formulas for Rate By Criteria Calculations
Rate By Criteria (RBC) uses four formula types to help determine eligibility and rate
definitions. You call a seeded FastFormula function, RBC_Rate_Retrieval, to pay an
employee through Oracle Payroll.
The function evaluates the eligible rate for an employee by processing the rate matrixes
in the employee's business group. If this function is called in the Payroll formula
attached to the element, it returns the Rate By Criteria rate for which the employee is
eligible. The element must be associated with a criteria rate definition.
Formula Types
RBC specifically uses the four formula types below. For further details on each type, see
the help topic Total Compensation Formula Types, page 1-93 and the OAB FastFormula
Reference Guide
[https://metalink.oracle.com/metalink/plsql/showdoc?db=NOT&id=218059.1] on
Metalink
Formula Type Module Usage
Eligibility Access
Calculation
Eligibility
Criteria
Aids in setup of user-defined criteria and is
evaluated in the eligibility determination process
to retrieve the person information value for your
criteria.
Compensation
Calculation
Criteria Rate
Definition
Determines a compensation amount to be used to
pay a person from Rate by Criteria.
Rounding Criteria Rate
Definition
Rounds a number to a specified place or decimal.
Preferential Rate
Calculation
Criteria Rate
Definition
For a given criteria rate definition, if an employee
is found eligible for multiple rates by the Rate by
Criteria API, the Preferential Rate Calculation
formula can resolve which of these rates/
combination of rates the employee receives.
The RBC Rate Retrieval Formula Function
To call the seeded RBC_Rate_Retrieval function from a formula, declare a local variable
within the Element FF text:
<local variable1> = RBC_Rate_Retrieval()](https://image.slidesharecdn.com/fastformular-150803151253-lva1-app6891/85/Fastformular-169-320.jpg)
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Fastformular
- 1. Oracle® Human Resources Management Systems FastFormula User Guide Release 12 Part No. B31616-02 December 2006
- 2. Oracle Human Resources Management Systems FastFormula User Guide, Release 12 Part No. B31616-02 Copyright © 1996, 2006, Oracle. All rights reserved. Primary Author: Mark Rowe The Programs (which include both the software and documentation) contain proprietary information; they are provided under a license agreement containing restrictions on use and disclosure and are also protected by copyright, patent, and other intellectual and industrial property laws. Reverse engineering, disassembly, or decompilation of the Programs, except to the extent required to obtain interoperability with other independently created software or as specified by law, is prohibited. The information contained in this document is subject to change without notice. If you find any problems in the documentation, please report them to us in writing. This document is not warranted to be error-free. Except as may be expressly permitted in your license agreement for these Programs, no part of these Programs may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose. If the Programs are delivered to the United States Government or anyone licensing or using the Programs on behalf of the United States Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS Programs, software, databases, and related documentation and technical data delivered to U.S. Government customers are "commercial computer software" or "commercial technical data" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, use, duplication, disclosure, modification, and adaptation of the Programs, including documentation and technical data, shall be subject to the licensing restrictions set forth in the applicable Oracle license agreement, and, to the extent applicable, the additional rights set forth in FAR 52.227-19, Commercial Computer Software--Restricted Rights (June 1987). Oracle Corporation, 500 Oracle Parkway, Redwood City, CA 94065. The Programs are not intended for use in any nuclear, aviation, mass transit, medical, or other inherently dangerous applications. It shall be the licensee's responsibility to take all appropriate fail-safe, backup, redundancy and other measures to ensure the safe use of such applications if the Programs are used for such purposes, and we disclaim liability for any damages caused by such use of the Programs. The Programs may provide links to Web sites and access to content, products, and services from third parties. Oracle is not responsible for the availability of, or any content provided on, third-party Web sites. You bear all risks associated with the use of such content. If you choose to purchase any products or services from a third party, the relationship is directly between you and the third party. Oracle is not responsible for: (a) the quality of third-party products or services; or (b) fulfilling any of the terms of the agreement with the third party, including delivery of products or services and warranty obligations related to purchased products or services. Oracle is not responsible for any loss or damage of any sort that you may incur from dealing with any third party. Oracle, JD Edwards, PeopleSoft, and Siebel are registered trademarks of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners.
- 3. iii Contents Send Us Your Comments Preface 1 FastFormula Oracle FastFormula Overview.................................................................................................. 1-1 Oracle FastFormula....................................................................................................................1-4 Uses for Oracle FastFormula..................................................................................................... 1-6 Uses for Oracle FastFormula................................................................................................ 1-6 Introduction to Formula Components............................................................................... 1-10 Formula Writing Techniques............................................................................................. 1-16 FastFormula Assistant Overview....................................................................................... 1-22 Formula Reference...................................................................................................................1-23 Formula Reference............................................................................................................. 1-23 Input Values in Payroll Formulas...................................................................................... 1-24 Constants........................................................................................................................... 1-26 Variables............................................................................................................................ 1-28 Expressions........................................................................................................................ 1-32 Arithmetic Operators......................................................................................................... 1-33 Functions........................................................................................................................... 1-33 Comments.......................................................................................................................... 1-53 Statements.......................................................................................................................... 1-54 Formula Compilation.........................................................................................................1-61 Formula Errors................................................................................................................... 1-61 Database Items................................................................................................................... 1-63 Static Database Items......................................................................................................... 1-63 Static Database Items for Oracle US Federal HR ...............................................................1-87
- 4. iv Dynamic Database Items................................................................................................... 1-87 Formulas for Payroll Legislative Checks............................................................................1-93 Formulas for Benefits Administration................................................................................1-93 Total Compensation Formula Types..................................................................................1-93 Benefit Uplift Formulas for Spain.................................................................................... 1-127 Writing Formulas for Accrual Plans................................................................................ 1-127 Writing Formulas To Calculate Absence Duration.......................................................... 1-133 Writing Formulas to Calculate Eligibility for a Collective Agreement Entitlement......... 1-134 Editing Assignment Set Formulas....................................................................................1-135 Writing Formulas for Templates...................................................................................... 1-135 Writing Proration Formulas............................................................................................. 1-139 Writing Formulas for EEO Employment Categories........................................................1-140 Writing Formulas for Person Number Generation.......................................................... 1-141 Writing Formulas for Rating Competencies and Objectives............................................ 1-143 Writing or Editing a Formula...........................................................................................1-146 Writing Payroll Formulas for Elements........................................................................... 1-148 Writing Formulas for Element Skip Rules....................................................................... 1-148 Copying and Adding Features to a QuickPaint Formula.................................................1-149 Writing Formulas for Validation......................................................................................1-150 Writing Formulas for Default Assignment Costing......................................................... 1-151 Writing Formulas for Rate By Criteria Calculations........................................................ 1-153 Defining Global Values.................................................................................................... 1-154 Bulk Compiling Formulas................................................................................................1-154 Generating the Formula Wrapper....................................................................................1-154 Registering a Function..................................................................................................... 1-155 Sample Formulas................................................................................................................... 1-157 Sample Accrual Formula..................................................................................................1-157 Sample Proration Formula............................................................................................... 1-174 Editing a Quick Paint Formula Example..........................................................................1-197 Checking an Element Entry Example...............................................................................1-198 Checking a User Table Entry Example.............................................................................1-199 Sample Formula for Payroll Contact................................................................................1-200 Sample Appraisal Objective Line-Scoring Formulas........................................................1-202 Sample Appraisal Competency Line-Scoring Formulas.................................................. 1-206 Sample Appraisal Total Scoring Formulas.......................................................................1-212 Legislative Formulas............................................................................................................. 1-217 Sample Accrual Formula (Belgium)................................................................................. 1-217 Sample Accrual Formulas for Absence (Hungary).......................................................... 1-229 Sample Formula for Base Holiday (Hungary)..................................................................1-231 Sample Formula for Additional Holiday (Hungary)....................................................... 1-240 Sample Formula for Other Additional Holiday (Hungary)............................................. 1-252
- 5. v Sample Formula for Sickness Holiday (Hungary)........................................................... 1-260 Sample Formula for Carry Over Absence (Hungary)...................................................... 1-269 Sample Formula for Validation of YEA Information (Korea).......................................... 1-270 Netherlands Reporting ABP Part Time Percentage..........................................................1-275 Netherlands Working Hours Formula ............................................................................ 1-275 Netherlands Payee Name Formulas................................................................................ 1-276 Netherlands EFT Payment Override Formula................................................................. 1-276 Formulas for Netherlands Wage Tax Subsidies............................................................... 1-276 Formulas to Enable Additional Part-Time Percentages for the Netherlands................... 1-277 Sample Formulas for Payment Method (Saudi)............................................................... 1-278 Sample Payroll Formulas Enabled for Proration (UK Only)............................................ 1-282 Sample Rates History Formulas (UK Only)..................................................................... 1-300 Sample Deduction Formula Calling the Arrearage Function (UK Only)......................... 1-303 Legislative Functions.............................................................................................................1-308 Canadian Legislative Functions....................................................................................... 1-308 Hungarian Legislative Functions..................................................................................... 1-315 Japanese Legislative Functions........................................................................................ 1-316 Mexican Legislative Functions......................................................................................... 1-317 South African Legislative Functions................................................................................ 1-323 UK Only Functions.......................................................................................................... 1-324 HRMS Glossary Index
- 7. vii Send Us Your Comments Oracle Human Resources Management Systems FastFormula User Guide, Release 12 Part No. B31616-02 Oracle welcomes customers' comments and suggestions on the quality and usefulness of this document. Your feedback is important, and helps us to best meet your needs as a user of our products. For example: • Are the implementation steps correct and complete? • Did you understand the context of the procedures? • Did you find any errors in the information? • Does the structure of the information help you with your tasks? • Do you need different information or graphics? If so, where, and in what format? • Are the examples correct? Do you need more examples? If you find any errors or have any other suggestions for improvement, then please tell us your name, the name of the company who has licensed our products, the title and part number of the documentation and the chapter, section, and page number (if available). Note: Before sending us your comments, you might like to check that you have the latest version of the document and if any concerns are already addressed. To do this, access the new Applications Release Online Documentation CD available on Oracle MetaLink and www.oracle.com. It contains the most current Documentation Library plus all documents revised or released recently. Send your comments to us using the electronic mail address: [email protected] Please give your name, address, electronic mail address, and telephone number (optional). If you need assistance with Oracle software, then please contact your support representative or Oracle Support Services. If you require training or instruction in using Oracle software, then please contact your Oracle local office and inquire about our Oracle University offerings. A list of Oracle offices is available on our Web site at www.oracle.com.
- 9. ix Preface Intended Audience Welcome to Release 12 of the Oracle Human Resources Management Systems FastFormula User Guide. This guide assumes you have a working knowledge of the following: • The principles and customary practices of your business area. • Oracle HRMS. If you have never used Oracle HRMS, Oracle suggests you attend one or more of the Oracle HRMS training classes available through Oracle University • Oracle Self-Service Web Applications. • The Oracle Applications graphical user interface. To learn more about the Oracle Applications graphical user interface, read the Oracle Applications User's Guide. See Related Information Sources on page x for more Oracle Applications product information. TTY Access to Oracle Support Services Oracle provides dedicated Text Telephone (TTY) access to Oracle Support Services within the United States of America 24 hours a day, seven days a week. For TTY support, call 800.446.2398. Documentation Accessibility Our goal is to make Oracle products, services, and supporting documentation
- 10. x accessible, with good usability, to the disabled community. To that end, our documentation includes features that make information available to users of assistive technology. This documentation is available in HTML format, and contains markup to facilitate access by the disabled community. Accessibility standards will continue to evolve over time, and Oracle is actively engaged with other market-leading technology vendors to address technical obstacles so that our documentation can be accessible to all of our customers. For more information, visit the Oracle Accessibility Program Web site at http://www.oracle.com/accessibility/ . Accessibility of Code Examples in Documentation Screen readers may not always correctly read the code examples in this document. The conventions for writing code require that closing braces should appear on an otherwise empty line; however, some screen readers may not always read a line of text that consists solely of a bracket or brace. Accessibility of Links to External Web Sites in Documentation This documentation may contain links to Web sites of other companies or organizations that Oracle does not own or control. Oracle neither evaluates nor makes any representations regarding the accessibility of these Web sites. Structure 1 FastFormula HRMS Glossary Related Information Sources Oracle HRMS shares business and setup information with other Oracle Applications products. Therefore, you may want to refer to other user guides when you set up and use Oracle HRMS. You can read the guides online by choosing Library from the expandable menu on your HTML help window, by reading from the Oracle Applications Document Library CD included in your media pack, or by using a Web browser with a URL that your system administrator provides. If you require printed guides, you can purchase them from the Oracle store at http://oraclestore.oracle.com. Guides Related to All Products Oracle Applications User's Guide This guide explains how to enter data, query data, run reports, and navigate using the graphical user interface (GUI). This guide also includes information on setting user profiles, as well as running and reviewing reports and concurrent processes.
- 11. xi You can access this user's guide online by choosing "Getting started with Oracle Applications" from any Oracle Applications help file. Guides Related to This Product Oracle Daily Business Intelligence for HRMS User Guide This guide describes the dashboards and reports available for HR Line Managers, Chief HR Officer, Budget Managers, and Benefits Managers using Daily Business Intelligence for HRMS. It includes information on using parameters, how DBI for HRMS derives values, and how to troubleshoot dashboards and reports. Oracle Daily Business Intelligence for HRMS Implementation Guide This guide provides basic setup procedures for implementing and maintaining HRMS-related dashboards. Oracle Daily Business Intelligence Implementation Guide This guide describes the common concepts for Daily Business Intelligence. It describes the product architecture and provides information on the common dimensions, security considerations, and data summarization flow. It includes a consolidated setup checklist by page and provides detailed information on how to set up, maintain, and troubleshoot Daily Business Intelligence pages and reports for the following functional areas: Financials, Interaction Center, iStore, Marketing, Product Lifecycle Management, Projects, Procurement, Sales, Service, Service Contracts, and Supply Chain. Oracle Daily Business Intelligence User Guide This guide describes the common concepts for Daily Business Intelligence. It describes the product architecture and provides information on the common dimensions, security considerations, and data summarization flow. It includes a consolidated setup checklist by page and provides detailed information on how to set up, maintain, and troubleshoot Daily Business Intelligence pages and reports for the following functional areas: Financials, Interaction Center, iStore, Marketing, Product Lifecycle Management, Projects, Procurement, Sales, Service, Service Contracts, and Supply Chain. Oracle Application Framework Personalization Guide Learn about the capabilities of the OA Framework technologies. Oracle Human Resources Management Systems Enterprise and Workforce Management Guide Learn how to use Oracle HRMS to represent your enterprise. This includes setting up your organization hierarchy, recording details about jobs and positions within your enterprise, defining person types to represent your workforce, and also how to manage your budgets and costs. Oracle Human Resources Management Systems Workforce Sourcing, Deployment, and Talent Management Guide Learn how to use Oracle HRMS to represent your workforce. This includes recruiting new workers, developing their careers, managing contingent workers, and reporting on your workforce.
- 12. xii Oracle Human Resources Management Systems Payroll Processing Management Guide Learn about wage attachments, taxes and social insurance, the payroll run, and other processes. Oracle Human Resources Management Systems Compensation and Benefits Management Guide Learn how to use Oracle HRMS to manage your total compensation package. For example, read how to administer salaries and benefits, set up automated grade/step progression, and allocate salary budgets. You can also learn about setting up earnings and deductions for payroll processing, managing leave and absences, and reporting on compensation across your enterprise. Oracle Human Resources Management Systems Configuring, Reporting, and System Administration Guide Learn about extending and configuring Oracle HRMS, managing security, auditing, information access, and letter generation. Oracle Human Resources Management Systems Implementation Guide Learn about the setup procedures you need to carry out in order to implement Oracle HRMS successfully in your enterprise. Oracle Human Resources Management Systems FastFormula User Guide Learn about the different uses of Oracle FastFormula, and understand the rules and techniques you should employ when defining and amending formulas for use with Oracle applications. Oracle Self-Service Human Resources Deploy Self-Service Capability Guide Set up and use self-service human resources (SSHR) functions for managers, HR Professionals, and employees. Oracle Human Resources Management Systems Deploy Strategic Reporting (HRMSi) Implement and administer Oracle Human Resources Management Systems Intelligence (HRMSi) in your environment. Oracle Human Resources Management Systems Strategic Reporting (HRMSi) User Guide Learn about the workforce intelligence reports included in the HRMSi product, including Daily Business Intelligence reports, Discoverer workbooks, and Performance Management Framework reports. Oracle Human Resources Management Systems Approvals Management Implementation Guide Use Oracle Approvals Management (AME) to define the approval rules that determine the approval processes for Oracle applications. Oracle Human Resources Management Systems Window Navigation and Reports Guide
- 13. xiii This guide lists the default navigation paths for all windows and the default reports and processes as they are supplied in Oracle HRMS. Oracle iRecruitment Implementation and User Guide Set up and use Oracle iRecruitment to manage all of your enterprise's recruitment needs. Oracle Learning Management User Guide Use Oracle Learning Management to accomplish your online and offline learning goals. Oracle Learning Management Implementation Guide Implement Oracle Learning Management to accommodate your specific business practices. Oracle Time and Labor Implementation and User Guide Learn how to capture work patterns, such as shift hours, so that this information can be used by other applications, such as General Ledger. Installation and System Administration Oracle Applications Concepts This guide provides an introduction to the concepts, features, technology stack, architecture, and terminology for Oracle Applications Release 12. It provides a useful first book to read before an installation of Oracle Applications. This guide also introduces the concepts behind Applications-wide features such as Business Intelligence (BIS), languages and character sets, and Self-Service Web Applications. Oracle Applications Installation Guide: Using Rapid Install This guide provides instructions for managing the installation of Oracle Applications products. Oracle Rapid Install minimizes the time to install Oracle Applications and the Oracle technology stack by automating many of the required steps. This guide contains instructions for using Oracle Rapid Install and lists the tasks you need to perform to finish your installation. You should use this guide in conjunction with individual product user guides and implementation guides. Oracle Applications Upgrade Guide: Release 11i to Release 12 Refer to this guide if you are upgrading your Oracle Applications Release 11i products to Release 12. This guide describes the upgrade process and lists database and product-specific upgrade tasks. Oracle Applications Maintenance Procedures and Oracle Applications Maintenance Utilities Use these guides to help you run the various AD utilities (such as AutoUpgrade, AutoPatch, AD Administration, AD Controller, AD Relink, and License Manager) and maintain the Oracle applications file system and database. Oracle Applications System Administrator's Guides These guides (Configuration, Maintenance, and Security) provide planning and
- 14. xiv reference information for the Oracle Applications System Administrator. They describe how to define security, customize menus and online help, and manage concurrent processing. Oracle Alert User's Guide This guide explains how to define periodic and event alerts to monitor the status of your Oracle Applications data. Oracle Applications Developer's Guide This guide contains the coding standards followed by the Oracle Applications development staff and describes the Oracle Application Object Library components that are needed to implement the Oracle Applications user interface described in the Oracle Applications User Interface Standards for Forms-Based Products. This manual also provides information to help you build your custom Oracle Forms Developer forms so that the forms integrate with Oracle Applications. Oracle Applications User Interface Standards for Forms-Based Products This guide contains the user interface (UI) standards followed by the Oracle Applications development staff. It describes the UI for the Oracle Applications products and how to apply this UI to the design of an application built by using Oracle Forms. Other Implementation Documentation Oracle Workflow Administrator's Guide This guide explains how to complete the setup steps necessary for any Oracle Applications product that includes workflow-enabled processes, as well as how to monitor the progress of runtime workflow processes. Oracle Workflow Developer's Guide This guide explains how to define new workflow business processes and customize existing Oracle Applications-embedded workflow processes. It also describes how to define and customize business events and event subscriptions. Oracle Workflow User's Guide This guide describes how Oracle Applications users can view and respond to workflow notifications and monitor the progress of their workflow processes. Oracle Workflow API Reference This guide describes the APIs provided for developers and administrators to access Oracle Workflow. Oracle Applications Flexfields Guide This guide provides flexfields planning, setup, and reference information for the Oracle HRMS implementation team, as well as for users responsible for the ongoing maintenance of Oracle Applications product data. This guide also provides information on creating custom reports on flexfields data. Oracle eTechnical Reference Manuals
- 15. xv Each eTechnical Reference Manual (eTRM) contains database diagrams and a detailed description of database tables, forms, reports, and programs for a specific Oracle Applications product. This information helps you convert data from your existing applications, integrate Oracle Applications data with non-Oracle applications, and write custom reports for Oracle Applications products. Oracle eTRM is available on Oracle MetaLink. Integration Repository The Oracle Integration Repository is a compilation of information about the service endpoints exposed by the Oracle E-Business Suite of applications. It provides a complete catalog of Oracle E-Business Suite's business service interfaces. The tool lets users easily discover and deploy the appropriate business service interface for integration with any system, application, or business partner. The Oracle Integration Repository is shipped as part of the E-Business Suite. As your instance is patched, the repository is automatically updated with content appropriate for the precise revisions of interfaces in your environment. Do Not Use Database Tools to Modify Oracle Applications Data Oracle STRONGLY RECOMMENDS that you never use SQL*Plus, Oracle Data Browser, database triggers, or any other tool to modify Oracle Applications data unless otherwise instructed. Oracle provides powerful tools you can use to create, store, change, retrieve, and maintain information in an Oracle database. But if you use Oracle tools such as SQL*Plus to modify Oracle Applications data, you risk destroying the integrity of your data and you lose the ability to audit changes to your data. Because Oracle Applications tables are interrelated, any change you make using an Oracle Applications form can update many tables at once. But when you modify Oracle Applications data using anything other than Oracle Applications, you may change a row in one table without making corresponding changes in related tables. If your tables get out of synchronization with each other, you risk retrieving erroneous information and you risk unpredictable results throughout Oracle Applications. When you use Oracle Applications to modify your data, Oracle Applications automatically checks that your changes are valid. Oracle Applications also keeps track of who changes information. If you enter information into database tables using database tools, you may store invalid information. You also lose the ability to track who has changed your information because SQL*Plus and other database tools do not keep a record of changes.
- 17. FastFormula 1-1 1 FastFormula Oracle FastFormula Overview Formulas are generic expressions of calculations or comparisons you want to repeat with different input values. Formulas take input from a window, a database, or a process, such as a payroll run and they return values or messages. Oracle FastFormula is a simple way to write formulas using English words and basic mathematical functions. You can use information from your database in formulas without learning the database structure or a programming language. Uses of Oracle FastFormula In HRMS, Oracle FastFormula is used for validation, to perform calculations, and to specify rules. Here are some examples. In Payroll, you use formulas to: • Validate element inputs • Calculate element pay values and run results during payroll processing • Specify the rules for skipping an element during payroll processing • Perform legislative checks during a payroll run In Compensation and Benefits Management, you use formulas to: • Specify the rules for Paid Time Off accrual plans, such as how much time is accrued and over what period, when new starters are eligible to begin accruing time, and how much time can be carried over to the next accrual term • Define custom calculations for benefits administration • Calculate the duration of an absence given the start and end dates and times
- 18. 1-2 Oracle Human Resources Management Systems FastFormula User Guide • Create rules for benefits administration such as eligibility determination In People Management, you use formulas to: • Check that element entry values are valid for an assignment • Specify the criteria for including an assignment in an assignment set and to edit assignment sets • Configure the people management templates in a number of ways such as supplying additional information to be available from fields on the template and validating field entries • Define collective agreements • Generate custom global person number sequences for employees, applicants, and contingent workers You also use formulas to define Oracle Business Intelligence Systems reports, to select the database information you want to display in a QuickPaint report, and to perform calculations for the report. You can easily create and maintain business rules by calling formulas from the Custom Library. For example, you can use formulas to validate data entry in forms by calling formulas from the Custom Library, and to check that entries made to a user table are valid. You can then call these business rules from other PL/SQL applications. When you write a formula, you specify for which of these purposes you will use it. Components of Formulas Formulas are made up of a number of different components. These can include assignment statements, different types of input including database items, functions, nested expressions, and conditions. See: Introduction to Formula Components, page 1- 10 When writing formulas, there are a number of techniques you should use to ensure your formulas are easy to use and understand. See: Formula Writing Techniques, page 1-16. There are also rules for using each type of component that you need to follow. See: Formula Reference, page 1-23 Oracle FastFormula Functions Oracle FastFormula provides functions that manipulate data in various ways. These include: • Text functions such as the GREATEST function that compares the values of all the text string operands and returns the value of the operand that is alphabetically last
- 19. FastFormula 1-3 • Numeric functions such as the ROUND function that rounds off a numeric value to the specified number of decimal places • Date functions such as the ADD_DAYS function that adds a number of days to a date • Data conversion functions such as the CONVERT function that converts a character string from one character set to another Other types of functions provided by Oracle FastFormula include functions: • To get values from tables such as the GET_LOOKUP_MEANING function that enables Oracle FastFormula to translate a lookup code into a meaning • For accrual type formulas such as the GET_START_DATE function that returns the date at which the accrual formula should start calculating accruals • That allow you to call another formula, either once or in a loop such as the CALL_FORMULA function that runs a named formula with no inputs and no outputs • To set and use globals in SQL*Plus from within your formulas such as the ISNULL set of three functions that test whether a text, numeric, or date value is NULL See: Functions, page 1-33 Supplied Formulas Formulas are predefined for all the tax calculations required for Oracle Payroll. You should not edit these formulas. When tax rules change, you will automatically receive updates. There are also a number of formulas predefined for accrual plans. You can use these formulas as supplied, or customize them to match the rules of your own plans. Depending on the legislation, the system may automatically generate some payroll formulas to define earnings and deductions elements, and you can create as many other formulas as you require to process the elements you define. Formulas for QuickPaint reports and assignment sets can be generated from criteria you enter in windows. You can edit these generated formulas to add more functionality. Database Items There are two types of database items available to you in Oracle HRMS for writing formulas and defining QuickPaint reports. Static database items come as part of the system and you cannot modify them. Dynamic database items are created by Oracle HRMS processes whenever you define new elements or other related entities. See: Database Items, page 1-63
- 20. 1-4 Oracle Human Resources Management Systems FastFormula User Guide Oracle FastFormula What is Oracle FastFormula? Oracle FastFormula is a simple way to write formulas using English words and basic mathematical functions. You can use information from your database in formulas without learning the database structure or a programming language. How can you use formulas? You can use formulas to: • Calculate element pay values and run results during payroll processing. • Check that element entry values are valid for an assignment. • Check that entries made to a user table are valid. • Specify the criteria for including an assignment in an assignment set. • Create rules for benefits administration, such as eligibility determination • Select the database information you want to display in a QuickPaint report, and perform calculations for the report. • Specify the rules for skipping an element during payroll processing. • Prepare records in the format you require for the magnetic tape writer. For most countries, the Oracle localization team has written the required formulas. • Perform legislative checks during a payroll run. • Specify the rules for Paid Time Off accrual plans, such as how much time is accrued and over what period, when new starters are eligible to begin accruing time, and how much time can be carried over to the next accrual term. • Calculate the duration of an absence, given the start and end dates and times. • Generate custom global person number sequences for employees, applicants, and contingent workers. • Configure the people management templates in a number of ways, including supplying additional information to be available from fields on the template, and validating field entries. • Validate forms by calling formulas from the Custom Library. Calling formulas from
- 21. FastFormula 1-5 the Custom Library also allows you to easily create and maintain business rules. For more information about calling formulas from PL/SQL, refer to the technical essay Calling FastFormula from PL/SQL, Oracle HRMS Implementation Guide. When you write a formula, you specify for which of these purposes you will use it. Are any formulas supplied? Yes, formulas are predefined for all the tax calculations required for Oracle Payroll. You should not edit these formulas; you will automatically receive updates when tax rules change. There are also a number of formulas predefined for accrual plans. You can use these formulas as supplied, or customize them to match the rules of your own plans. When US and Canadian Payroll users define earnings and deductions, the system automatically generates the formulas required to process these elements. When necessary, you can edit these generated payroll formulas. In other legislations, some formulas may be predefined, and you can create as many other formulas as you require to process the elements you define. Formulas for QuickPaint reports and assignment sets can be generated from criteria you enter in windows. You can edit these generated formulas to add more functionality.
- 22. 1-6 Oracle Human Resources Management Systems FastFormula User Guide Uses for Oracle FastFormula Uses for Oracle FastFormula You can use Oracle FastFormula to: • Calculate your payrolls • Define the rules for PTO accrual plans • Define custom calculations for benefits administration • Define QuickPaint reports • Validate element inputs or user tables • Edit assignment sets • Calculate absence duration • Configure people management templates • Set up business rules and call them from other PL/SQL applications • Define your Oracle Business Intelligence Systems reports • Define collective agreements • Define custom global person number sequences • Define employment categories for EEO reports (US only) • Calculate ratings for individual competencies and objectives, and calculate a total score for an appraisal Payroll Calculations You can use predefined payroll formulas. When you receive Oracle Payroll, some formulas are predefined in your system. You cannot make any changes to these formulas, but you can copy them and modify the copies. US and Canadian Payroll users can use Oracle FastFormula to edit the formulas the system generates for the earnings types, other payments and deductions you initiate in Oracle Payroll. You make these edits directly to the generated formula (not to a copy) using the Formula window.
- 23. FastFormula 1-7 All Oracle Payroll users can use FastFormula to write payroll calculations and skip rules for elements you define yourself to represent earnings and deductions. You can associate more than one formula with each element, to perform different processing for employee assignments with different statuses. US and Canadian Payroll users need only define their own elements and formulas for earnings and deductions with highly complex calculations requiring a number of different calls to the database. You can write Payroll Run Proration formulas to run after the usual payroll formula and handle proration when employees start work or terminate mid-pay period, or when rates, grades, or other values change, requiring an element to be prorated. PTO Accrual Plans You can use Oracle FastFormula to edit the seeded Accrual type formulas, or to write your own. Each accrual plan needs two formulas: one to calculate gross accrual, and the other to return information to the PTO Carry Over process. You can optionally create a third formula if you want to use the Batch Element Entry (BEE) to make absence entries against accrual plans. This formula is called by BEE to check whether an employee is eligible to use accrued PTO. See: Accrual Formulas, Oracle HRMS Compensation and Benefits Management Guide Benefits Administration You can use Oracle FastFormula to augment the system's benefits administration features. Use formulas to configure your plan design to the requirements of your enterprise. For example, you can write a formula to calculate benefits eligibility for those cases where eligibility determination is most complex. QuickPaint Reports In the Define QuickPaint Report window, you can paste database items from a list into the Report Definition area and enter free text to label the data. When you save your QuickPaint Report definition, a formula is generated automatically. Formulas generated from QuickPaint do not include conditional logic or calculations. You may want to add these features, for example to sum up compensation elements or to report different data for different assignments. Validation of Element Inputs or User Tables You can use Oracle FastFormula to validate user entries into element input values using lookups or maximum and minimum values. However, if you need more complex validation, you can write a formula to check the entry. You can also use a formula to validate entries into user tables that you define.
- 24. 1-8 Oracle Human Resources Management Systems FastFormula User Guide Assignment Sets When you define assignment sets in the Assignment Set window, Oracle FastFormula generates a formula to define an assignment set from the criteria entered. However, you may want to change the sequence in which the set criteria are checked for each assignment. Absence Duration You can write a formula to calculate the duration of an absence from the start and end dates and times. Your localization team may have created a default formula, but you can override this with your own version. Configuring People Management Templates There are several ways you can use formulas to configure the people management templates: • A Template Validation formula can check values entered in a field. • A Template Information formula can specify information to be displayed from the right mouse menu when a user right-clicks in a field. • A QuickPaint formula can return a text string to display in the Assignment field on the Maintenance window and in the Data Organizer. • A QuickPaint formula can return message tokens that you can use in a notification message issued from template forms. Calling FastFormula from PL/SQL You can call formulas from PL/SQL applications. This enables direct access to data items and makes it possible to develop custom code for localized business rules. More detailed information about calling FastFormula from PL/SQL can be found in the technical essay Calling FastFormula from PL/SQL, Oracle HRMS Implementation Guide. Oracle Business Intelligence Systems (BIS) Reports Using formulas you can configure your HRMS BIS reports so that they answer the business questions which are important to your enterprise. You can: • Define how workforce should be counted within your enterprise for the Workforce reports. • Set up information about how you want to record and report on regular and
- 25. FastFormula 1-9 overtime hours for the Hours Worked Analysis report. • Set up the standard hours for your enterprise for the Absence Analysis report. Collective Agreements Using formulas you can calculate whether a person is eligible to receive a collective agreement entitlement. This can be used when defining an eligibility profile to be used in conjunction with a collective agreement, instead of selecting criteria elements. You select the formula as a rule when defining the eligibility profile. Global Person Numbering When you select automatic local numbering for employees, applicants, or contingent workers, Oracle HRMS allocates person numbers from a sequence that is specific to the business group. When you select global numbering, Oracle HRMS allocates person numbers from a single sequence to workers of the relevant type throughout the enterprise. You can replace the default local or global person number sequence with a custom global sequence by defining a formula for each person type, as appropriate. You may want to use a formula to provide an alphanumeric numbering scheme, for example, or some other variation of the default scheme for any or all person types. For example, you could use a custom global sequence for employees but use the default local or global sequence for applicants and contingent workers. Alternatively, you could use a custom sequence for all three person types by defining three formulas. Employment Categories for EEO Reports (US only) For the EEO4 and EEO5 reports you can use Oracle FastFormula to create a formula of employment categories. You can define a formula for each business group and the EEO reports will pick the list of employment categories from the formula. Competency, Objective, and Appraisal Ratings You can use Oracle FastFormula to: • Calculate a rating for each competency in a worker's appraisal. • Calculate a rating for each objective in a worker's appraisal. • Calculate a total score for the appraisal based on the final scores for competencies and objectives. See: Writing Formulas for Rating Competencies and Objectives, page 1-143
- 26. 1-10 Oracle Human Resources Management Systems FastFormula User Guide Introduction to Formula Components The following information uses a series of examples to help you understand how to use different components to build your Oracle formulas. To start with a simple example, suppose you wanted to calculate the pay value for the element Wage by multiplying the number of hours an employee works each week by hourly rate. You could write this formula: wage = hours_worked * hourly_rate RETURN wage Note: If you want to know the rules which govern the use of a specific component, refer to Formula Reference. Assignment and Return Statements The first line is an Assignment statement that simply assigns a value to the element Wage. The second line is a Return statement that passes back the Wage value to the payroll run. Constants and Variables In this example, the Wage value is calculated, but it could be a constant value, such as: wage = 200. To calculate the Wage value, Oracle FastFormula needs to get values for the variables hours_worked and hourly_rate. They are called variables because they can contain different values depending, in this example, on which assignment the payroll run is processing. Data Types Both variables and constants can be one of three data types: • numeric • text • date The variables in the Wage example are numeric. Types of Input We have said that Oracle FastFormula needs to get values for the variables hours_worked and hourly_rate. There are three ways it can do this:
- 27. FastFormula 1-11 • Receiving them as input when the formula is called. • Finding the values in the database from database items. • Using global values, which you enter in the Globals window. To use a database item or global value in your formula, you simply refer to it by name. You can browse through lists of database items in the Formulas window. To use a value passed to the formula at run time, you must write an Inputs statement. Input Statements In our Wage example, suppose that hours_worked is an input value to the element Wage. To pass the element input values to the formula during a payroll run, you define an Inputs statement, as follows: INPUTS ARE hours_worked wage = hours_worked * hourly_rate RETURN wage The name you use in the Inputs statement must be the same as the name of the element input value, and multiple words must be joined by underscores. In this example, the input value hours_worked is numeric. If the input value is not numeric, you must tell Oracle FastFormula whether it is text or date. For example: INPUTS ARE start_date (date) Database Items Suppose that hourly_rate is a standard rate taken from the Grade Rates table. This is an example of a database item. A database item has a label, or special piece of code, telling Oracle FastFormula the path to take to access the data. Oracle HRMS produces most of the database items you need without you taking any special action. These items include both information unique to your enterprise, which you hold in flexfield segments, and standard information such as assignment numbers and grades. In the Formulas window, you pick database items from a list. You will see that the name of the database item for a grade rate called hourly_rate is actually grade_hourly_rate_value. This is the name you must use in your formula. By this naming convention, Oracle FastFormula knows that hourly_rate is a database item from the Grade Rate table. But how does it know which hourly_rate to use from this table? It works this out from the context the payroll run provides for each element entry. The context identifies: • the Business Group
- 28. 1-12 Oracle Human Resources Management Systems FastFormula User Guide • the element and element link • the payroll and payroll run • the employee and employee assignment. Important: You should use an Inputs statement in preference to database items where possible because this is more efficient. See: Writing Efficient Payroll Calculation Formulas, page 1-19. Global Variables Use global values to store information that does not change often, but you refer to frequently, such as Company Name, or company-wide percentages used to calculate certain types of bonus. You define the global value and change its value using the Globals window. See: Defining Global Values, page 1-154 Local Variables Local variables exist in one formula only. You can change the value of a local variable by assigning it a value in an Assignment statement. In the Wage example, the variable wage itself is a local variable. It receives a value within the formula by the Assignment statement: wage = hours_worked * hourly_rate Note: You cannot change the value of input values, database items, or global values within a formula. Functions The Assignment statement in the wages example above uses a simple multiplication to calculate the value of the wages element. You can also use addition, subtraction, division, and a number of functions. For example: bonus = GREATEST(days_at_work,163) + bonus_rate Here the function GREATEST tells Oracle FastFormula to use the value of the variable days_at_work, if it is greater than 163, and otherwise to use the constant 163. The data type of variables and constants determines how operators and functions act on the values. For example, the addition operator (+) can be used with numeric or text data, while division can be used with numeric data only. There are special functions that convert variables from:
- 29. FastFormula 1-13 • numbers to text (TO_TEXT) • dates to text (TO_TEXT) • text to date (TO_DATE) • text to number (TO_NUM) See: Functions, page 1-33 Nested Expressions The Assignment statement can use as many arithmetic operators and functions as you require. Each function or calculation is one expression, and you can nest expressions to create more complex calculations. You must use brackets to make clear to Oracle FastFormula the order in which the calculations are performed. For example: ANNUAL_BONUS = trunc(((((salary_amount/100)* bonus_percentage)/183)*(days_between(end_period_date, start_date) + 1)), 2) Oracle FastFormula begins calculating inside the brackets and from left to right, in the following steps: 1. salary_amount/100 2. 1. * bonus_percentage 3. 2. / 183 4. days_between (end_period_date, start_date) 5. 4. + 1 6. 3. * 5. 7. TRUNC(6.,2) Notice that TRUNC is another function. It rounds a numeric value down to the number of decimal places specified after the comma (two in this case). Incorporating Conditions In our simple Wage element example, only one value is returned, and it is calculated in the same way for every assignment. However you may need to perform different calculations depending on the particular group of employee assignments, or the time of the year, or some other factors. You can do this by incorporating conditions in your formula.
- 30. 1-14 Oracle Human Resources Management Systems FastFormula User Guide Simple Conditions For example: IF age < 20 THEN training_allowance = 30 ELSE training_allowance = 0 The formula checks whether the condition (age < 20) is true or false. If it is true, the formula processes the statement that follows the word THEN. If the condition is not true, the formula ignores this statement and processes any statement that follows the word ELSE. The ELSE clause is optional. Complex Conditions In the example above, the condition compares a variable (age) to a constant (20). The condition can be more complex, comparing expressions that contain functions and arithmetic operators. For example: IF (DAYS_BETWEEN(end_period_date, start_date)+1) >= threshold DAYS_BETWEEN is another function. We have seen two comparators: less than (<) and greater than or equal to (>=). A full list of the comparators you can use appears in the Reference section. See: Formula Reference, page 1-23 WAS DEFAULTED There is a special type of condition called WAS DEFAULTED. Use this to test whether a default value has been placed in an input value or database item. Default values are placed using the Default statement. For example: DEFAULT FOR hourly_rate IS 3.00 X = hours_worked * hourly_rate IF hourly_rate WAS DEFAULTED THEN MESG = 'Warning: hourly rate defaulted' In this example, if the database item hourly_rate is empty (NULL), the formula uses the default value of 3.00 and issues a warning message.
- 31. FastFormula 1-15 Combined Conditions You can combine conditions using the logical operators AND, OR, NOT. • Use AND if you want an action to occur when more than one condition is true. For example: IF (days_between(end_period_date, start_date) + 1) >= 183 AND employee_status = 'FULL TIME' THEN . . . • Use OR if you want an action to occur when any one of two or more conditions is true. For example: IF stock_level < 10000 OR order_size >= 1500 THEN . . . • Use NOT if you want an action to occur when a condition is not true. For example: IF NOT (months_between(purchase_date, system_date) => 60 THEN . . . As with Assignment statements, you may need to use brackets to tell Oracle FastFormula in which order to test conditions. By default, NOT has the highest precedence, followed by AND then OR. So the following condition: IF X = 6 AND NOT Y = 7 OR P >= 6 is interpreted as: IF ((X = 6) AND (NOT (Y = 7))) OR (P >= 6) How you use brackets can change dramatically the meaning of a formula. Tip: Use brackets whenever you create multiple conditions, so that the meaning of the formula is clear to other readers. Multiple Actions Based On Conditions We have seen how to make conditions more complex. You can also make the actions performed as complex as you like. In our simple example above, the result of the condition was the assignment of a value to the variable training_allowance. As well as
- 32. 1-16 Oracle Human Resources Management Systems FastFormula User Guide assigning values, you can perform calculations and return values. For example, suppose you must check whether there are sufficient funds in a bank account before processing a withdrawal: INPUTS ARE acct_balance, acct (text), debit_amt IF acct_balance >= debit_amt THEN ( new_balance = acct_balance - debit_amt RETURN new_balance ) ELSE ( message = 'Account No. ' + acct + ' - Insufficient Funds' message2 = 'Account Balance is ' + TO_TEXT(acct_balance) RETURN message, message2 ) Notice that you can return two variables in the same Return statement. Important: The brackets following THEN and ELSE are essential when you have multiple actions based on a condition. Without them, Oracle FastFormula processes the first statement conditionally and the other statements unconditionally. Formula Writing Techniques When writing formulas there are a number of techniques you should follow to ensure your formulas are easy to read, use and understand.
- 33. FastFormula 1-17 Commenting Formula It is good practice to include comments in your formulas to explain to other people what the formula does. So, for example, you can name your formula: /* Formula: Attendance Bonus */ and write an explanation of your formula: /* Use this formula to calculate the annual bonus for clerical staff. Employees receive either a percentage of their salary (if they have been present for 183 or more days in the last six months), or a pro rata bonus (if they have been in attendance for less than 183 days in the last six months). */ Oracle FastFormula ignores everything between the comment delimiters: /* and */. You can place comments anywhere in a formula without affecting the formula's performance. Caution: Do not put a comment within a comment. This causes Oracle FastFormula to return a syntax error. You can use a comment to explain what part of your formula does. So, for example, you might want a comment explaining who decides the bonus percentage: INPUTS ARE salary_amount, start_date (date), end_period_date (date), bonus_percentage /* decided at board level */ You can also use comments to `comment out' parts of the formula you do not currently want to use. So, for example, you can include a fifth input of employee_status, ensuring that employees with a status of full time are awarded a bonus. However, as you do not yet have a range of statuses, you do not currently need the fifth input. INPUTS ARE salary_amount, start_date (date),
- 34. 1-18 Oracle Human Resources Management Systems FastFormula User Guide end_period_date (date), bonus_percentage /* decided at board level */ /* employee_status (text) */ Use comments and white space freely when entering formulas. This makes the formulas easier to read and understand, and has no effect on performance or memory usage. Use indentation for the same reason, especially when you are using brackets to control the order of processing. It is good practice to include the following information in a comment at the beginning of a formula: • Formula title and short statement of its purpose • Description of formula inputs • List of variables and constants that may require updating • Description of the input values of the element that receives the formula's direct result • Explanation of the formula's calculations • Administrative information such as the name, address and telephone number of an office administering the earnings, deduction, or charge the formula affects • The dates of formula modifications, the names of those entering the edits, and possibly the reasons for change Alias Statements Database items are named by the system when it creates them, and sometimes these names are too long to conveniently use in a formula. You cannot shorten the name of a database item (or a global value) itself, but you can set up an alternative shorter name to use within the formula. For example: ALIAS as_overtime_qualifying_length_of_service AS ot_qls In the rest of the formula, you can use the alias (in this example, ot_qls) as if it were the actual variable. Important: Using an Alias is more efficient than assigning the database item to a local variable with a short name.
- 35. FastFormula 1-19 Default Statements Use the Default statement to set a default value for an input value or a database item. The formula uses the default value if the database item is empty or no input value is provided when you run the formula. For example: DEFAULT FOR hourly_rate IS 3.00 X = hours_worked * hourly_rate IF hourly_rate WAS DEFAULTED THEN MESG = 'Warning: hourly rate defaulted' This example sets a default of 3.00 for the database item hourly_rate. If hourly_rate is empty (NULL) in the database, the formula uses the default value of 3.00. The formula uses the 'WAS DEFAULTED' test to detect when a default value is used, in which case it issues a warning message. Important: You must use the Default statement for database items that can be empty. The Database Items window includes a check box labelled Default Required. This check box is checked for database items that can be empty. The Database Items window appears when you choose the Show Items button on the Formulas window. Writing Efficient Payroll Calculation Formulas The following guidelines are generally true for typical payroll runs: • The longer an element's formula, the longer its processing time. • The more elements entered for an assignment, the longer its processing time. • One element associated with a lengthy formula usually processes faster than two related elements each associated with a short formula. • The overall number of elements and formulas in the system has little effect on processing efficiency. It is the number of elements per assignment that affects processing time. Variable Names and Aliases To improve readability use names that are brief yet meaningful. Name length has no effect on performance or memory usage. Use Aliases if the names of database items or
- 36. 1-20 Oracle Human Resources Management Systems FastFormula User Guide global values are long. Input Statements Use Input statements rather than database items whenever possible. This improves formula processing by as much as a factor of ten. It speeds up the running of your payroll by eliminating the need to access the database for the input values. Inefficient: Salary = Salary_annual_salary / 12 RETURN Salary Efficient: INPUTS ARE Annual_salary Salary = Annual_salary / 12 RETURN Salary Date Literals Use the TO_DATE function only when the operand is a variable. Inefficient: Start_date = TO_DATE ( '1992-01-12 00:00:00' ) Efficient: Start_date = '1992-01-12 00:00:00' (date) Single Expressions Use a single expression in straightforward formulas where this does not lead to confusion. Inefficient: Temp = Salary / Annualizing_factor Tax = Temp * 3 Efficient: Tax = (Salary / Annualizing_factor) * 3
- 37. FastFormula 1-21 Database Items Do not refer to database items until you need them. People sometimes list at the top of a formula all the database items the formula might need, thinking this helps Oracle FastFormula process more quickly. However, this in fact slows processing by causing unnecessary database calls. Inefficient: S = Salary A = Age IF S < 20000 THEN IF A < 20 THEN Training_allowance = 30 ELSE Training_allowance = 0 Efficient: IF Salary < 20000 THEN IF Age < 20 THEN Training_allowance = 30 ELSE Training_allowance = 0 The first example always causes a database fetch for Age whereas the second only fetches Age if Salary is less than 20000. Balance Dimensions for UK HRMS Wherever possible, use balance dimensions for single assignments only in formulas. Multiple assignments require more calculation, leading to slower processing time. The number of genuine multiple assignments in a payroll is not normally high, and the presence of a small number does not lead to any significant increase in overall processing time. There could be a problem, however, if you unnecessarily link balance dimensions for multiple assignments into general formulas.
- 38. 1-22 Oracle Human Resources Management Systems FastFormula User Guide Proration Formulas for UK HRMS You set up proration formulas to enable element values to be calculated accurately if they change during a payroll period, for example, if an employee leaves the company or if their pay rate changes. For more detailed information on proration, see the Technical Essay entitled Proration available on MetaLink (Technical Libraries/Human Resources Management Systems/Payroll/Documentation/United Kingdom). FastFormula Assistant Overview The FastFormula Assistant provides a fast and easy way to create, edit, and copy formulas. This wizard uses an intuitive OA Framework-based interface that guides you through the various tasks of writing a formula, such as including generic formula text, functions, and database items in your formula. Use the FastFormula Assistant to quickly: • Generate specific FastFormula templates based on formula types • Include the required functions and database items in the formula text • Download formula text into a file for making changes using an external editor and upload it back • Generate line numbers for formula text so that you can easily locate errors • Choose and compile multiple formulas If you are new to formulas or want to make changes without keeping date-tracked records of your formulas, you can use FastFormula Assistant. You can also use the Formula window to create and update formulas. The application keeps the date-tracked history of all the formulas you create and update using the Formula window. Writing or Editing a Formula, page 1-146 You can access FastFormula Assistant using one of the following options in the HRMS Navigator menu. Your system administrator may restrict your access to either option depending on the security requirements of your enterprise: • Global FastFormula Assistant, which provides access to formulas across all business groups, allowing you to copy a formula from one business group to another and view formulas from all business groups. However, you can update only those formulas that are within your own business group. • FastFormula Assistant, which provides access to all formulas in the current business group only.
- 39. FastFormula 1-23 Formula Reference Formula Reference Formulas comprise statements and comments. Statements are instructions telling Oracle FastFormula how to process constants and variables, which are the basic information units in a formula. The two key types of statement, which describe the formula's calculations, are the Assignment statement and the If statement. These statements can include expressions,which manipulate constants and variables using arithmetic operators and functions. The operators and functions you can use and the results they give depend upon the data type of the constants and variables. In If statements, one expression can be compared to another using comparators to create a condition. Conditions can be combined using logical operators. There are rules about how you use each of these components. Refer to the component description for more detailed information. An example of each of these formula components is identified in the sample formula.
- 40. 1-24 Oracle Human Resources Management Systems FastFormula User Guide Components in a Sample Formula Input Values in Payroll Formulas In many formulas for calculating pay, some or all of the information you need comes from the input values of the element. For example, suppose you pay some salaried employees using a recurring element called Salary. The Salary element has an input value called annual_salary. You need a formula that divides the input value into twelve parts: INPUTS ARE annual_salary Salary = annual_salary/12 RETURN Salary Important: When you use an Inputs statement, you need to make sure
- 41. FastFormula 1-25 that none of the input values can have a value of null because this causes the formula to fail. You can avoid this problem by using the Default statement. Using an Inputs statement is the most efficient way to access the input values of the element with which the formula is associated. However, if the formula uses the input values of other elements, it must access the database items for them. For example, if you want to use the input value annual_salary in the formula to calculate the element Bonus, you use the database item as follows: IF Salary_annual_salary > 20000 THEN Bonus = bonus_rate * (sales_achieved - sales_threshold) Notice that the database item name is in two parts: the input value (annual_salary) name prefixed by the element name (Salary). This is the naming convention for the database items of element input values. Multiple Entries of Element Input Values When you define an element, you can enable multiple entries of the element within a payroll period. For example, suppose you use the element Wages to pay some weekly-paid employees. The Wages element has the input value hours_worked. Each week, you regularly make five entries for the input value hours_worked. To calculate Wages, you can multiply the hours worked each day by the employee's standard rate from the grade rates table, so that your formula looks like this: INPUTS ARE hours_worked Wages = hours_worked * standard_rate RETURN Wages During the payroll run, the formula processes five times, creating five separate pay values, one for each entry. Now consider using the database item Wages_hours_worked instead of an Inputs statement. The database item for an entry value sums up all the entries made in the payroll period. This is a great convenience when referring to input value totals for a payroll period. However, you must be sure that it is the totals that you want to use. In this example, using the database item produces the wrong result.
- 42. 1-26 Oracle Human Resources Management Systems FastFormula User Guide Wages_hours_worked gives a single value that is the sum of the five entries in each weekly payroll period. When the payroll runs, the formula processes five times, each time calculating wages using the total hours worked in the week. Important: If multiple entries are enabled for an element, be careful when using database items for the element's entry values. These database items hold the sum of all the entries. This includes entries made as indirect formula results during the payroll run. Database Items for Numeric Values Only Entry value database items are not created for input values with units of character, date, or time when multiple entries are enabled for the element. This is because entry values of these types cannot be summed over the payroll period. Only numeric values can be summed. Numeric input values are those with units of: • Hours • Integer • Money • Number Notice that other database items, such as default, minimum, or maximum, may be created for non-numeric input values. Constants Every piece of information that you can manipulate or use in a formula is a constant or a variable. The data type of a constant or variable describes what kind of data the constant or variable holds. Generally, you use constant and variables of the same data type in an expression. Constants are actual values you use in a formula. Oracle FastFormula uses constants directly rather than holding them in a variable. There are three types of constant: • numeric • text • date
- 43. FastFormula 1-27 Numeric Constants Enter numeric constants without quotes. Precede negative numbers with a minus sign (-). Numbers may have a decimal component after a decimal point. Do not use exponents and floating point (scientific) notations. So, for example, you cannot use 22 or 10e1.24 as numeric constants. Do not use commas or spaces in a number. So, for example, you cannot use 10,000 or 10 000.00 numeric constants. Examples of valid numeric constants are: • 63 • 3.55 • -2.3 • - 0.33 • - .2 • 10000 Text Constants Enclose text constants in single quotes. They may contain spaces. You can represent the single quote character in a text constant by writing it twice (''). Note that this is not the same as the double quote ("). Examples of valid text constants are: • `J. Smith' • `P O''Donnell' • `1234' • `Manager' • `12 Union Road' • `The Bonus this year is 23%' Date Constants Date constants contain a date. Enclose dates in single quotes and follow immediately with the word date, in brackets. Use the format YYYY-MON-DD HH24:MI:SS or DD-MON-YYYY. It is recommended that you use the first format if you want to compile the formula under different language settings. Examples of valid date constants are:
- 44. 1-28 Oracle Human Resources Management Systems FastFormula User Guide • `1989-03-12 00:00:00' (date) • `12-MAR-1989' (date) Variables You use variables in a formula to access information. Variables can have frequently changing values. The data type of a variable determines the type of information the variable holds: • numeric • text • date You do not have to specify what type you want a variable to be. Oracle FastFormula works out the type from how you use the variable. For example, if you set a variable to `J. Smith', this is interpreted as a text variable. The system also warns you if you try to perform any inconsistent operations, such as trying to add a number to a text string. There are three classes of variable in Oracle FastFormula: • Local Variable - Variables that occur in a single formula only. • Global Value - Values that can occur in any formula. • Database Item - Items that exist in the application's database. The variable class determines how a formula uses it. Local Variables Local variables occur in a single formula only. You can change a local variable within the formula by assigning a value to it using an Assignment statement. You can use local variables to store data in a formula. You might want to hold data temporarily while you perform some other calculations, or to pass data back to the application. Below is an example showing the use of a local variable, annual_leave. /* Formula: Annual Leave Formula */ IF years_service >= 10 THEN
- 45. FastFormula 1-29 annual_leave = 25 ELSE annual_leave = 20 + FLOOR (years_service/2) RETURN annual_leave Global Values Global values are visible from within any formula. Use global values to store information that does not change often, but you refer to frequently, such as company name, or a location allowance that applies to many employees. Global values are datetracked so you can make date effective changes ahead of time. You can never change a global value using a formula. You alter global values using the Globals window. The global value is the same across all formulas within a Business Group. See: Defining Global Values, page 1-154 Below is an example using a global value. /* Formula: HAZARD ALLOWANCE FORMULA */ IF basic_hours > hazard_limit THEN hazard_allowance = 2.30 ELSE hazard_allowance = 2.00 RETURN hazard_allowance In this example, hazard_limit is a global value, which has been preset to reflect the point at which workers' hazard payment increases. Database Items Database items exist in the application database and have a label, hidden from users, that the system uses to find the data. There are two types of database item: • Static database items are predefined. They include standard types of information, such as the sex, birth date, and work location of an employee, or the start and end
- 46. 1-30 Oracle Human Resources Management Systems FastFormula User Guide dates of a payroll period. • Dynamic database items are generated from your definitions of: • elements • balances • absence types • grade rates and pay scale rates • flexfield segments The name of your element, pay and input values, balance, absence type, grade rate, pay scale rate, or flexfield segment becomes part of the name of the generated database item. This helps you identify the database item you need when you display a list of all available items in the Formulas window. Definitions of flexfield segments only become database items when you initiate the Declare Descriptive Flexfield process from the Submit Requests window. The other definitions become database items immediately when you save them to the database. See: Static Database Items, page 1-63 Dynamic Database Items, page 1-87. Database items are specific to the context in which you use them. For example, using the database item hourly_rate gives the appropriate hourly rate for the specific assignment being processed. Like global values, database item values cannot be changed within a formula. Rules for Determining Variable Class and Data Type The rules that determine the data type and class of variables in a formula are: 1. The variable can be an input you name in the Inputs statement. For example: INPUTS ARE salary_amount, start_date (date) frequency (text) If you do not specify the variable type in the statement, Oracle FastFormula assumes it is numeric. 2. If the variable is not an input, Oracle FastFormula looks in the list of global values
- 47. FastFormula 1-31 the first time the variable occurs. If the variable is in the list, Oracle FastFormula determines the data type from there. 3. If the variable is not in the list, Oracle FastFormula searches the list of database items. Again, if it is in the list, Oracle FastFormula knows the data type. 4. Finally, if Oracle FastFormula does not find the variable in either the global values or the database items, then it treats the variable as a local variable. It determines the data type from the way you use the variable. Notice that if the variable is either a global value or a database item, then any attempt in your formula to alter the value of the variable causes an error. If the variable is a local variable, it does not contain a value when it is first used in the formula. Therefore you must assign a value to the variable before you try to use it in a condition or expression. If you fail to assign a value, Oracle FastFormula fails when you attempt to verify or run the formula. Tip: To avoid a failure, assign values to your local variables when they first appear in your formula. Naming Variables Variables have names comprising one or more words. The words must be joined by underscores. The words must each start with an alphabetic character (A-Z) and can be followed by alphanumeric characters (A-Z, 0-9). The maximum size of a variable name is 80 characters. Oracle FastFormula is not sensitive to case. So, for example, the variable called EMPLOYEE_NAME is the same as the variable Employee_name. The following reserved words cannot be used as the names of variables: ALIAS AND ARE AS DEFAULT DEFAULTED ELSE EXECUTE FOR IF INPUTS IS NOT OR RETURN THEN USING WAS Also, any word consisting only of digits, as these could be mistaken for numbers. You may find that the name of a database item or global value is too long to use
- 48. 1-32 Oracle Human Resources Management Systems FastFormula User Guide conveniently in your formula. You can set up an alternative, shorter name for use within a formula. You set this up using the Alias statement. See: Statements, page 1-54 Expressions Expressions combine constants and variables with arithmetic operators (+, -, *, /) and functions to return a value of a certain data type. For example, the expression (3 + 2) returns a value of 5, and is of numeric data type. The format of an expression is: SUBEXPRESSION [operator SUBEXPRESSION ...] This means that a number of 'subexpressions' can combine in a single expression. For example, the subexpressions (3 + 2) and MONTHS_BETWEEN(start_date, end_date) can combine in a single expression as follows: (3 + 2) + MONTHS_BETWEEN(start_date, end_date) Expressions can also be used inside functions, as in the following example: salary = GREATEST(minimum_wage, (hourly_rate * hours_worked)) Data Type of Expressions The rules for determining the data type of an expression are simple. Operands in an expression are normally of the same data type, and this is normally the data type of the expression as a whole. For example, in the following expression all the operands are numeric and the expression itself is numeric: GREATEST(minimum_wage, (hourly_rate * hours_worked)) There are some exceptions to this. For example: DAYS_BETWEEN(date1, date2) MONTHS_BETWEEN(date1, date2) These have date operands, but return a numeric value. So the expression: 4 + days_between(start_date, todays_date) returns a numeric result.
- 49. FastFormula 1-33 Arithmetic Operators An expression may contain arithmetic operators, which determine how variables and constants are manipulated. For example, the operator "+" indicates that two items should be added together. The division, subtraction, and multiplication operators can only be used with numeric operands. The operands can be variables, constants, or subexpressions. A formula error occurs if: • the result of subtraction is too large a negative number • the result of multiplication is too large • the second operand of a division evaluates to zero In both cases, 'too large' here is determined by the normal limits in the ORACLE database. The addition operator can be used with numeric or text operands. If the result is greater than 240 characters, a formula error occurs. Notice that you enclose text constants in single forward quotes only ('), not double quotes ("). For example, the statements: string1 = 'will ' result_string = 'Pigs ' + string1 + 'fly' set the local variable result_string to 'Pigs will fly'. Functions Oracle FastFormula provides functions that manipulate data in different ways. Some functions work on only one type of data, some can work on two, others work on all three data types. The functions are described below, separated into the three data types and functions that convert between data types. Where a function returns a different data type result than the data type of its operands, the description explains this. Some functions retrieve data from Oracle Applications tables. These are described in the sections: Functions To Get Values from Tables, and Functions for Accrual Type Formulas. Some functions enable you to set and use globals in SQL*Plus. They are described in the section: Functions to Set and Get Globals. The general form of a function is: NAME OF FUNCTION(operand, operand, . .)
- 50. 1-34 Oracle Human Resources Management Systems FastFormula User Guide Notice that, as with the operators, the operands of a function can be variables, constants, or complete expressions. If the operand is a text string, you must enclose it in quote marks. Text Functions CHR CHR(n) The CHR function returns the character having the binary equivalent to number operand n in the database character set. Example /* CHR (10) used to add a newline to the end of REPORT_TEXT2. */ REPORT_TEXT2 = 'Warning the Transaction Limit has been exceeded' DEBUG DEBUG(expr) This function accepts a string and uses a DBMS_OUTPUT statement to output the string to the console. Use this function when you are testing a new formula to track its processing and identify where it is failing. GREATEST GREATEST(expr, expr [, expr] . . .) GREATEST_OF(expr, expr [, expr] . . .) The GREATEST function compares the values of all the text string operands. It returns the value of the operand that is alphabetically last. If there are two or more operands that meet the criteria, Oracle FastFormula returns the first. INITCAP INITCAP(expr) The INITCAP function returns the expression expr with the first letter of each word in uppercase, all other letters in lowercase. Words are delimited by white space or characters that are not alphanumeric. INSTR INSTR(expr1,expr2[,n[,m]]) The INSTR searches expr1 beginning with its nth character for the nth occurrence of expr2 and returns the position of the character in expr1 that is the first character of this
- 51. FastFormula 1-35 occurrence. If n is negative, Oracle FastFormula counts and searches backward from the end of expr1. The value of m must be positive. The default values of both n and m are 1, meaning Oracle FastFormula begins searching at the first character of expr1 for the first occurrence of expr2. The return value is relative to the beginning of expr1, regardless of the value of n, and is expressed in characters. If the search is unsuccessful (if expr2 does not appear m times after the nth character of expr1) the return value is 0. INSTRB INSTRB(expr1,expr2[,n[,m]]) The same as INSTR, except that n and the return value are expressed in bytes, rather than in characters. For a single-byte database character set, INSTRB is equivalent to INSTR. LEAST LEAST(expr, expr [, expr] . . .) LEAST_OF(expr, expr [, expr] . . .) The LEAST function compares the values of all the text string operands. It returns the value of the operand that is alphabetically first. If there are two or more operands that meet the criteria, Oracle FastFormula returns the first. LENGTH LENGTH(expr) The LENGTH function returns the number of characters in the text string operand expr. Note: The data type of the result of this function is numeric. LENGTHB LENGTHB(char) The LENGTHB function returns the length of char in characters. If char has datatype CHAR, the length includes all trailing blanks. If char is null, this function returns null. LOWER LOWER(expr) The LOWER function returns the string operand expr with all letters lowercase. The return value has the same datatype as the argument expr. LPAD (expr, n [,pad])
- 52. 1-36 Oracle Human Resources Management Systems FastFormula User Guide The LPAD function returns the text string operand expr left-padded to length n with the sequence of characters in pad. The default for pad is a blank. If expr is longer than n, then LPADreturns the portion of expr that fits in n. Examples: /* A is set to 'XYXYXhello' */ A = LPAD ('hello, 10, 'XY') /* A is set to 'hell' */ A = LPAD ('hello', 4 ) LTRIM (expr [,set]) The LTRIM function returns the text string operand expr with all the leftmost characters that appear in set removed. The default for set is a blank. If none of the leftmost characters of expr appear in set then expr is returned Examples: /* A is set to 'def' */ A = LTRIM ('abcdef','abc') /* A is set to 'abcdef' */ A = LTRIM ('abcdef','bc') REPLACE (expr, search_string [,replacement_string]) The REPLACE function returns the text string operand expr with every occurrence of search_string replaced with replacement_string. If replacement_string is omitted or null, all occurrences of search_string are removed. If search_string is NULL, expr is returned. REPLACE allows you to substitute one string for another as well as to remove character strings. Example: SELECT REPLACE ('JACK and JUE','J','BL') "Changes" FROM DUAL Changes
- 53. FastFormula 1-37 ------- BLACK and BLUE RPAD (expr, n [,pad]) The RPAD function returns the text string operand expr right-padded to length n with the sequence of characters in pad. The default for pad is a blank. If expr is longer than n, then RPADreturns the portion of expr that fits in n. Examples: /* A is set to 'helloXYXYX' */ A = RPAD ('hello, 10, 'XY') /* A is set to 'hell' */ A = RPAD ('hello', 4 ) RTRIM (expr [,set]) The RTRIM function returns the text string operand expr with all the rightmost characters that appear in set removed. The default for set is a blank. If none of the rightmost characters of expr appear in set then expr is returned Examples: /* A is set to 'abc' */ A = RTRIM ('abcdef','def') /* A is set to 'abcdef' */ A = RTRIM ('abcdef','de') SUBSTRING SUBSTR(expr, m [,n]) SUBSTRING(expr, m [,n]) The SUBSTRING function returns a substring of the text string operand expr of length n characters beginning at the mth character. If you omit the third operand, the substring starts from m and finishes at the end of expr.
- 54. 1-38 Oracle Human Resources Management Systems FastFormula User Guide Note: The first operand is a text operand. The second and third operands are numeric operands. The resulting data type of this function is text. Tip: Always check string length before you start to substring. For example: /* Check that the tax code starts with GG */ IF length(Tax_code) <= 2 THEN (message = 'Tax code is too short' RETURN message ) IF substr( Tax_code, 1, 2) = 'GG' THEN ... Or, to check if Tax_code is a string of at least two characters starting with 'GG': IF Tax_code LIKE 'GG%' THEN ... SUBSTRB (expr, m [,n]) The same as SUBSTR, except that the arguments m and n are expressed in bytes, rather than in characters. For a single-byte database character set, SUBSTRB is equivalent to SUBSTR. TRANSLATE (expr, from, to) The TRANSLATE function returns the text string operand expr with all occurrences of each character in from replaced by its corresponding character in to. Characters in expr that are not in from are not replaced. The argument from can contain more characters than to. In this case, the extra characters at the end of from have no corresponding characters in to. If these extra characters appear in expr, they are removed from the return value. Oracle FastFormula interprets the empty string as null, and if this function has a null argument, it returns null.
- 55. FastFormula 1-39 TRIM TRIM(trim_character FROM trim_source) The TRIM function allows you to trim heading or trailing characters (or both) from a character string. If trim_character or trim_source is a character literal, you must enclose it in single quotes. You can specify LEADING or TRAILING to remove leading or trailing characters. If you specify none of these, both leading and trailing characters are removed equal to trim_character. UPPER UPPER(expr) The UPPER function converts a text string to upper case. Numeric Functions ABS ABS(n) The ABS function returns the magnitude of a numeric operand n as a positive numeric value. If the value of the operand is positive, its value returns unchanged. If the operand is negative then the value's sign inverts, and the value returns as a positive number. Example: ABS (-17) returns 17 CALCULATE_HOURS_WORKED CALCULATE_HOURS_WORKED(n, date1, date2, standard_frequency) The CALCULATE_HOURS_WORKED function returns the total number of hours worked in a given date range. The function works by calculating the total number of hours worked for an employee between date1 and date2, taking into account that the employee works n hours in the standard working period standard_frequency. This parameter gives the unit of measurement for the standard working period. It can be one of: • W (weekly) • M (monthly) • Y (yearly) Example:
- 56. 1-40 Oracle Human Resources Management Systems FastFormula User Guide CALCULATE_HOURS_WORKED (40, 01-FEB-2003, 28-FEB-2003, W) returns 160 This indicates that the employee has worked 160 hours in the month of February 2003, based on a 40-hour week and taking into account the number of working days in that month. FLOOR FLOOR(n) The FLOOR function returns the integer part of a numeric operand n. If the value of the operand contains information after the decimal point, Oracle FastFormula discards that information and returns a whole number. Example: FLOOR(35.455) returns 35 GREATEST GREATEST(n, n [, n] . . .) GREATEST_OF(n, n [, n] . . .) The GREATEST function compares all the operands and returns the largest value. LEAST LEAST(n, n [, n] . . .) LEAST_OF(n, n [, n] . . .) The LEAST function compares all the operands and returns the smallest value. POWER POWER(m,n) Returns m raised to the nth power. The base m and the exponent n can be any numbers, but if m is negative, n must be an integer. ROUND ROUND(n [, m]) The ROUND function rounds off a numeric value n to m decimal places and a date depending on the format of m. For numeric values, the first operand is the value Oracle FastFormula rounds off, the second the number of places Oracle FastFormula rounds off to. For dates, ROUND returns n rounded to the unit specified by the format model of m such as Year or Day. Refer to the SQL Language Reference Manual for details of the valid formats you can specify. Examples:
- 57. FastFormula 1-41 ROUND(2.3401, 2) returns 2.34 ROUND (2.3461, 2) returns 2.35 ROUND (TO_DATE('27-OCT-1992', 'DD-MON-YYYY'), 'YEAR') returns 01-JAN-1993 ROUNDUP ROUNDUP(n [, m]) ROUND_UP(n [, m]) The ROUNDUP function rounds a numeric value n up to m decimal places. The first operand is the value to be rounded up, the second the number of places to round to. If the digits after the rounding point are zero, the value is unchanged. If the digits are not zero, the value is incremented at the rounding point. Examples: ROUND_UP(2.3401, 2) returns 2.35 ROUND_UP(2.3400, 2) returns 2.34. TRUNC TRUNC(n [, m]) TRUNCATE(n [, m]) The TRUNC function rounds a numeric value n down to m decimal places. The first operand is the value to be rounded down, the second the number of places to round to. TRUNC also returns n with the time portion of the day truncated to the unit specified by the format model of m. If you omit m, d is truncated to the nearest day The default model, 'DD', returns the date rounded or truncated to the day with a time of midnight. Oracle FastFormula drops all digits (if any) after the specified truncation point. Examples: TRUNC(2.3401, 2) returns 2.34. TRUNC(TO_DATE('27-OCT-1992', 'DD-MON-YYYY'), 'YEAR') returns 01-JAN-1992 Date Functions ADD_DAYS ADD_DAYS(date, n) The ADD_DAYS function adds a number of days to a date. The resulting date accords with the calendar. Note: Oracle FastFormula ignores any fractional part of the number n.
- 58. 1-42 Oracle Human Resources Management Systems FastFormula User Guide Example: ADD_DAYS ('30-DEC-1990' (date), 6) returns 5 JAN 1991 ADD_MONTHS ADD_MONTHS(date, n) The ADD_MONTHS function adds a number of months to a date. The resulting date accords with the calendar. Note: Oracle FastFormula ignores any fractional part of the number n. ADD_YEARS ADD_YEARS(date, n) The ADD_YEARS function adds a number of years to a date. The resulting date accords with the calendar. Note: Oracle FastFormula ignores any fractional part of the number n. GREATEST GREATEST(date1, date2[, date3] . . .) The GREATEST function compares all the operands and returns the latest date. LAST_DAY LAST_DAY(d) The LAST_DAY function returns the date of the last day of the month that contains d. You might use this function to determine how many days are left in the current month. LEAST LEAST(date1, date2 [, date3] . . .) The LEAST function compares all the operands and returns the earliest date. DAYS_BETWEEN DAYS_BETWEEN(date1, date2) The DAYS_BETWEEN function returns the number of days between two dates. If the later date is first, the result is a positive number. If the earlier date is first, the result is a negative number. The number returned is also based on the real calendar.
- 59. FastFormula 1-43 Note: The result is a numeric data type. Example: DAYS_BETWEEN('1995/06/27 00:00:00' (date), '1995/07/03 00:00:00' (date)) returns -5 MONTHS_BETWEEN MONTHS_BETWEEN(date1, date2) The MONTHS_BETWEEN function returns the number of months between two dates. If the later date is first, the result is a positive number. If the earlier date is first, the result is a negative number. The number returned is also based on the real calendar. If the result is not a whole number of months (that is, there are some days as well), the days part is shown as a decimal. Note: The result is a numeric data type. NEW_TIME NEW_TIME(d, zl, z2) Returns the date and time in zone z2 when the date and time in zone z1 are d. The arguments z1 and z2 can be any one of these text strings: AST or ADT Atlantic Standard or Daylight Time BST or BDT Bering Standard or Daylight Time CST or CDT Central Standard or Daylight Time EST or EDT Eastern Standard or Daylght Time GMT Grenwich Mean Time HST or HDT Alaska-Hawaii Standard Time or Daylight Time MST or MDT Mountain Standard or Daylight Time NST Newfoundland Standard Time PST or PDT Pacific Standard or Daylight Time
- 60. 1-44 Oracle Human Resources Management Systems FastFormula User Guide YST or YDT Yukon Standard or Daylight Time NEXT_DAY NEXT_DAY(d, expr) The NEXT_DAY function returns the date of the first weekday named by expr that is later than the date d. The argument expr must be a day of the week in your session's date language. The return value has the same hours, minutes, and seconds component as the argument d. Data Conversion Functions Use data conversion functions to convert from one data type to another data type. For example, you could have an expression returning a number value for salary, which you want to include in a printed message (that is, a character value). To print the number as part of the message, you need to convert the value of salary from a number to a character value, using the TO_TEXT function. CONVERT (expr, dest_char_set [,source_char_set]) The CONVERT function converts a character string from one character set to another. The expr argument is the value to be converted. The dest_char_set argument is the name of the character set to which expr is converted. The source_char_set argument is the name of the character set in which expr is stored in the database. The default value is the database character set. INSTR (expr1,expr2[,n[,m]]) The INSTR function searches expr1 beginning with its nth character for the mth occurrence of expr2 and returns the position of the character in expr1 that is the first character of this occurrence. If n is negative, Oracle FastFormula counts and searches backwards. NUM_TO_CHAR NUM_TO_CHAR(n, format) Converts the number n from number data type to text data type using the specified format. This function is equivalent to the SQL TO_CHAR function. For example: NUM_TO_CHAR(amount, '$9,990.99') This returns the amount with a leading dollar sign, commas every three digits, and two
- 61. FastFormula 1-45 decimal places. Refer to the SQL Language Reference Manual for a full list of the valid number formats you can specify. TO_DATE TO_DATE (expr [, format]) Converts the expression expr of text data type to a date data type. The text expression must be of the form 'YYYY/MM/DD HH24:MI:SS' if no format is provided. The day and year must be in numeric form. For example: /* legal */ date_1 = TO_DATE ('12 January 89', 'DD Month YY') /* illegal */ date_1 = TO_DATE ('12 January Nineteen-Eighty-Nine', 'DD Month Year') Note: When assigning date variables from constants it is much more efficient to say: date_1 = '1989/01/12 00:00:00'(date) Note: The text expression must be in the format of either YYYY/MM/DD HH24:MI:SS or DD-MON-YYYY if no format is provided. TO_NUMBER TO_NUM(expr) TO_NUMBER(expr) Converts the expression expr of text data type to a number data type. The expression must represent a valid number. So for example, you cannot convert an expression such as `Type 24' but you can convert the text expression `1234'. For decimal values, you must always use a period as a decinal point, for example '4.5'. TO_TEXT TO_TEXT(n) TO_TEXT (date1 [, format]) TO_CHAR(n) TO_CHAR(date1 [, format]) DATE_TO_TEXT(n) (date1 [, format])
- 62. 1-46 Oracle Human Resources Management Systems FastFormula User Guide The TO_TEXT function converts: • the number n from number data type to text data type. The default number format has the decinal point as a period, for example '4.5'. • the date date1 from date data type to text data type. The optional format should be a text string like 'DD/MM/YYYY'. The default format is 'YYYY/MM/DD HH24:MI:SS'. For example: birthdate = '21-JAN-1960' (date) mesg = 'Birthdate is: ' + TO_CHAR (birthdate) /* sets mesg to 'Birthdate is: 1960/01/21 00:00:00' */ mesg = 'Birthdate is: ' + TO_CHAR (birthdate, 'DD-MON-YY') /* sets mesg to 'Birthdate is: 21-JAN-60' */ mesg = 'Birthdate is: ' + TO_CHAR (birthdate, 'DD Month Year') /* sets mesg to 'Birthdate is: 21 January Nineteen-Sixty' */ Functions to Get Values From Tables GET_LOOKUP_ MEANING GET_LOOKUP_MEANING(lookup_type , lookup_code) The GET_LOOKUP_MEANING function enables Oracle FastFormula to translate a lookup code into a meaning. This can be used for any descriptive flexfield items or developer flexfield items that are based on lookups. Example: GET_LOOKUP_MEANING ('ETH_TYPE', PEOPLE_GB_ETHNIC_ORIGIN) GET_TABLE_VALUE GET_TABLE_VALUE(table_name, column_name, row_value [,effective date]) The GET_TABLE_VALUE function returns the value of a cell in a user-defined table. The three text operands, which identify the cell (table_name, column_name, and row_value), are mandatory. The date operand is optional. If it is not supplied, the
- 63. FastFormula 1-47 function returns the cell value as of the effective date. You cannot use this function in formulas for user table validation or QuickPaint reports. Example: GET_TABLE_VALUE('WAGE RATES', 'Wage Rate', Rate_Code) RAISE_ERROR RAISE_ERROR(application_ID, message name) This function allows you to raise a functional error message from within a formula. It accepts an Application ID and the message_name of an Oracle Applications error message to raise. Example: ERROR = RAISE_ERROR(800, 'error_name') RATES_HISTORY RATES_HISTORY(element or rate type name, date, element or rate type indicator, time dimension) This function uses information stored in the UK Element Attribution Information EIT and information about the assignment's contract type to calculate a payment rate as of the given date and expressed for the selected time dimension (such as hourly or annual). If the element or rate type indicator is R, the function sums the rates for all elements classified with the given rate type (which is stored against the element in the Rate Type Information EIT). The time dimension parameter must be A (annual), D (daily), H (hourly), or P (periodic). The element or rate type parameter must be R (rate type) or E (element). The function can also adjust the returned rate for FTE and length of service, if these factors are set to Yes in the Element Attribution Information. Functions for Accrual Type Formulas In addition to the standard FastFormula functions, you may find the following functions useful for your Accrual and Carry Over formulas. CALCULATE_PAYROLL_PERIODS This function takes no parameters; it uses the payroll id context. It calculates the number of payroll periods in one year for that payroll, and sets the global variable PAYROLL_YEAR_NUMBER_OF_PERIODS to that value. For example, the function would set the global variable to 12 for a calendar month payroll. Example:
- 64. 1-48 Oracle Human Resources Management Systems FastFormula User Guide E = CALCULATE_PAYROLL_PERIODS GET_ABSENCE GET_ABSENCE(calculation date, start date) This function calculates the total amount of absence contributing to an accrual plan between two dates. It counts the whole of any absence that: • has a start date and an end date, and • starts on or between the two dates given as inputs Example: TOTAL_ABSENCE = GET_ABSENCE('01-JAN-1999'(date), '31-DEC-1999'(date)) GET_CARRY_OVER GET_CARRY_OVER(calculation date, start date) This function returns the number of days or hours recorded on the Carry Over element entry with an effective date on or between the two input dates. If more than one element entry is effective between these dates, the function sums the hours or days. Carry Over element entries may also have an expiry date, after which any unused carry over is lost. If the calculation date is after the expiry date, the function checks the absences taken between start and calculation date. If the person took absences totaling the carry over, the function returns total carry over because it was all used before it expired. If absences total less than the carry over, the function returns total absence time; the rest of the carryover is lost. For example, if the carry over is 10 days and 6 days absence were taken up to the expiry date, the function returns 6. The other four days of carry over have expired and been lost. GET_NET_ACCRUAL GET_NET_ACCRUAL(calculation date, plan id, accrual start date, accrual latest balance) This function calls the accrual formula defined in the accrual plan to return the net accrual at the calculation date. The following contexts must be available to a formula calling this function: assignment id, payroll id, business group id, and assignment action id. GET_OTHER_NET_CONTRIBUTION GET_OTHER_NET_CONTRIBUTION(calculation date, start date) This function calculates the total amount of net contribution other than absences or carry over between two dates. It looks for element entries for all elements that have
- 65. FastFormula 1-49 been added in the Net Calculation Rules window. It sums the days or hours from all entries with an effective date on or between the two input dates. GET_PAYROLL_PERIOD GET_PAYROLL_PERIOD(date) This function determines the payroll period spanning the input date and sets global variables containing the start and end date and the period number. It returns 0 if successful, and otherwise error. This example shows how to use this function then use the GET_DATE and GET_NUMBER functions to retrieve the values it sets in the global variables: E = GET_PAYROLL_PERIOD(Calculation_date) Calculation_Period_SD = GET_DATE('PAYROLL_PERIOD_START_DATE') Calculation_Period_ED = GET_DATE('PAYROLL_PERIOD_END_DATE') Calculation_Period_PNUM = GET_NUMBER('PAYROLL_PERIOD_NUMBER') GET_ACCRUAL_BAND GET_ACCRUAL_BAND(number) This function determines the appropriate accrual band for the specified length of service. It sets global variables containing the ANNUAL_RATE, UPPER_LIMIT and CEILING values for the band. ANNUAL_RATE is the amount that should accrue this accrual term. UPPER_LIMIT is the length of service that must be completed for the employee to go to the next accrual band. CEILING is the maximum number of hours or days the employee can accrue at any time. The function returns 0 if successful, and otherwise error. This example shows how to use this function then use the GET_NUMBER function to retrieve the values it sets in the global variables: IF (GET_ACCRUAL_BAND(Years_Service) = 0 THEN ( Annual_Rate = GET_NUMBER('ANNUAL_RATE') Upper_Limit = GET_NUMBER('UPPER_LIMIT') Ceiling = GET_NUMBER('CEILING') ELSE ( ... [processing for error] ....) )
- 66. 1-50 Oracle Human Resources Management Systems FastFormula User Guide GET_ASSIGNMENT_STATUS GET_ASSIGNMENT_STATUS(date) This function determine the assignment status at a given date. It populates the globals ASSIGNMENT_EFFECTIVE_SD, ASSIGNMENT_EFFECTIVE_ED and ASSIGNMENT_SYSTEM_STATUS. It returns 0 if successful, and otherwise error. Example: ERROR = GET_ASSIGNMENT_STATUS('01-JAN-1999'(date)) GET_ASG_INACTIVE_DAYS GET_ASG_INACTIVE_DAYS(period start date, period end date) This function checks the assignment status on each day from period start date to period end date. It calls the function GET_WORKING_DAYS to calculate the total number of working days in the period (Mondays to Fridays) and subtracts the number of working days when the assignment was inactive. It returns the number of inactive working days. GET_PERIOD_DATES GET_PERIOD_DATES(date1, unit, date2, number) This function determines the start and end dates of a period of time with the duration specified by the unit input and the number (such as 2 months). Valid units are D (days), M, (months), and W (weeks). The period spans date1 and starts on a date that is a multiple of the unit duration on from date2 (or backwards from date2). The function populates the globals PERIOD_START_DATE and PERIOD_END_DATE. It returns 0 if successful, and otherwise error. Example: Error = GET_PERIOD_DATES('1-FEB-1999'(date), 'M', '15-DEC-1998'(date), 1) This example populates PERIOD_START_DATE with 15-JAN-1999 and PERIOD_END_DATE with 14-FEB-1999. An example where the period starts before date2: Error = GET_PERIOD_DATES('1-FEB-1999'(date), 'M', '15-APR-1999'(date), 2) This example populates PERIOD_START_DATE with 15-JAN-1999 and PERIOD_END_DATE with 14-MAR-1999. GET_START_DATE GET_START_DATE(accrual start date, start of accrual term)
- 67. FastFormula 1-51 This function returns the date at which the accrual formula should start calculating accruals. • If there is no payroll balance holding gross accruals, the date is always the start of the accrual term. • If there is a payroll balance and there are retrospective absence entries that have not already been used in an accrual calculation, the function returns the start date of the earliest of these entries. • If there is a payroll balance and there are no unprocessed retrospective absence entries, the function returns accrual start date. This date, which is passed into the accrual formula, is the day after either the Date Earned or the Date Paid of the last payroll period in which the assignment was processed--depending on the PTO Balance Type set for the business group. Note: Although GET_START_DATE returns the start date of the earliest of any unprocessed retrospective element entries, this date is not currently used in the seeded accrual formulas. If GET_START_DATE finds any unprocessed retrospective element entries, the formula always calculates accruals from the beginning of the accrual term. GET_WORKING_DAYS GET_WORKING_DAYS(start date, end date) This function returns the number of working days (Mondays to Fridays) in the period from start date to end date. PUT_MESSAGE PUT_MESSAGE(expr) This function adds a message to the stack to be output at the end of the formula by the Accruals form. Example: E = PUT_MESSAGE('The assignment is not yet eligible for accrual') Functions to Call a Formula These functions allow you to call another formula, either once or in a loop. They require all the contexts available to the Accruals formula type.
- 68. 1-52 Oracle Human Resources Management Systems FastFormula User Guide CALL_FORMULA CALL_FORMULA(formula name) This function runs a named formula with no inputs and no outputs. LOOP_CONTROL LOOP_CONTROL(formula name) This function repeatedly calls another formula, which must have the return parameter 'CONTINUE_LOOP'. The loop continues until the function detects a value other than 'Y' in CONTINUE_LOOP. If it detects 'N', the function returns 0 (success); if it detects another value, the function returns 1 (error). Functions to Set and Get Globals Using the following functions, you can set and use globals in SQL*Plus from within your formulas. SET_TEXT, SET_NUMBER, SET_DATE SET_TEXT(variable name, value) SET_NUMBER(variable name, value) SET_DATE(variable name, value) These functions accept the name of a global variable and the value to be set. They determine whether the global exists and, if not, create a new global. They return 0 if successful and 1 if not successful. Examples: E = SET_NUMBER('UPPER_LIMT', 0) E = SET_DATE('CONTINUOUS_SERVICE_DATE', service_start_date) GET_TEXT, GET_NUMBER, GET_DATE GET_TEXT(variable name) GET_NUMBER(variable name) GET_DATE(variable name) These functions accept the name of a global variable and return its value. If they cannot find the global, they return NULL. Example: Calculation_Period_SD = GET_DATE('PAYROLL_PERIOD_START_DATE')
- 69. FastFormula 1-53 CLEAR_GLOBALS This function sets to NULL the value of all global variables that were set using SET_TEXT, SET_NUMBER, and SET_DATE. There are no inputs. It returns 0 if successful and 1 if not successful. REMOVE_GLOBALS This function removes all global variables. There are no inputs. It returns 0 if successful and 1 if not successful. ISNULL ISNULL(variable name) A set of three functions that test whether a text, numeric, or date value is NULL. Returns Y if the value is NULL and N otherwise. Example: IF IS_NULL(VARIABLE_NAME) = 'Y' THEN ERROR = SET_NUMBER(VARIABLE_NAME, 0) Rate By Criteria Function Use the Rate By Criteria (RBC) function within the Payroll formula attached to the element to return the RBC rate for which the employee is eligible. The element must be associated with a criteria rate definition. RBC_Rate_Retrieval The function evaluates the eligible rate for an employee by processing the rate matrixes in the employee's business group. To call the seeded RBC_Rate_Retrieval function from a formula, declare a local variable within the Element formula text: <local variable1> = RBC_Rate_Retrieval() The function includes predefined contexts, so you include no additional parameters. Comments A formula may contain any number of comments, which can be placed anywhere in the formula. Comments start with the sequence /* (slash asterisk), and finish with */ (asterisk slash). Oracle FastFormula ignores all text within these comment delimiters.
- 70. 1-54 Oracle Human Resources Management Systems FastFormula User Guide Caution: Do not put a comment within a comment. This causes Oracle FastFormula to return a syntax error. Statements Statements are instructions that Oracle FastFormula carries out. There are six types of statement you can use: • Alias statement • Assignment statement • Default statement • If statement • Inputs statement • Return statement An If statement can have Assignment, Return, and other If statements nested within it, enabling you to build up powerful formulas. Order of Statements 1. Alias statements (if any) 2. Default statements (if any) 3. Input statement (if any) 4. Other statements Alias Statement The format of the Alias statement is: ALIAS varname1 AS varname2 where varname1 is the name of an existing database item or global value, and varname2 is a unique name not currently known to the system nor used previously in your formula. Use the Alias statement to define another name, or alias, for existing variables in the system. You can declare aliases for database items and global values. Alias statements must appear before any other statements in a formula.
- 71. FastFormula 1-55 Default Statement The format of the Default statement is: DEFAULT FOR <varname> IS <constant> where varname is an input value or database item, and constant is a constant value matching the data type of varname. Use the Default statement to set a default value for an input value or database item. The formula uses the default value if the database item is empty or the input value is not provided when you run the formula. You can use the Default statement with the 'WAS DEFAULTED' test to detect when a default value has been used. For example: DEFAULT FOR hourly_rate IS 3.00 X = hours_worked * hourly_rate IF hourly_rate WAS DEFAULTED THEN MESG = 'Warning: hourly rate defaulted' This example sets a default of 3.00 for the database item hourly_rate. If hourly_rate is empty (NULL) in the database, the formula uses the default value of 3.00 and issues a warning message. Important: You must use the Default statement for database items that can be empty. The Database Items window includes a check box labelled Default Required. This check box is checked for database items that can be empty. The Database Items window appears when you click the Show Items button on the Formulas window. Inputs Statement The format of the Inputs statement is: INPUTS ARE varname1(data type)[, varname2 (data type)] ... Use the Inputs statement to pass input values from an element into a formula. For example, INPUTS ARE bonus (number), start_date (date)
- 72. 1-56 Oracle Human Resources Management Systems FastFormula User Guide You do not need to declare the type of number variables because this is the default data type. You can define up to 15 input values for an element. TheInputs statement must appear before the other formula statements except: • any Alias statements, which must always be at the top of the formula • any Default statements that provide default values for input values Input Variables or Database Items Always use the Inputs statement to retrieve the input values of the element associated with the formula. Using a database item forces the formula to execute the code and work out the path to retrieve the database item. For example, the formula below: INPUTS ARE wage_rate, hours_worked wage = wage_rate * hours_worked RETURN wage is more efficient than the second formula: wage = wage_wage_rate * wage_hours_worked RETURN wage Assignment Statement Use the Assignment statement to set a value for a local variable. The format of the Assignment statement is: varname = expression For example: rate = hourly_rate + 14 wage = hours_worked * rate Oracle FastFormula evaluates the expression on the right hand side of the statement, and places its result in the variable you name on the left hand side. The left side of an Assignment statement must always be a local variable because a formula can only change the value of local variables.
- 73. FastFormula 1-57 IF Statement Use the If statement to check a condition that controls whether a sequence of statements is executed. There are two clauses in the If statement: the THEN and ELSE clauses. • The THEN clause lets you define what to do if the conditions are true. • The ELSE clause lets you define what to do if the conditions are not true. The If statement is the only statement that can have other statements nested within it, including other IF statements. Format of Statement The format of the If statement is: IF [NOT] condition [logical operator] [NOT] condition THEN statement [statement ..] ELSE statement [statement ..] The If statement can consist of a single condition, or two or more conditions combined with logical operators. The logical operators are AND, OR and NOT. The first two combine the conditions logically, and the third negates a condition: • The AND operator means that if both conditions are true, then their combination is true. • The OR operator means that if either condition is true, then their combination is true. • If the NOT operator precedes a condition, this inverts the truth of the condition. That is, if condition X is true, then NOT X is false. Format of Conditions A condition itself has a valid format. This is: expression comparator expression
- 74. 1-58 Oracle Human Resources Management Systems FastFormula User Guide The values represented by each expression are compared together in the way described by the comparator. The two expressions must both return the same data type. There are eight comparators, and the way they work depends upon the data type of the values they are comparing. Comparator Symbols Data Types Meaning Equals = All The condition is true if both expressions have exactly the same value. For text, the case of the expression must be the same. So, for example, 'Smith' is not equal to 'SMITH'. Not Equal to != <> >< All The condition is true if the result of the first expression does NOT have the same value as the result of the second expression. Greater than > All The condition is true if the first expression is alphabetically after, or has a numerically greater value, or a later date than the second expression. Less than < All The condition is true if the first expression is alphabetically before, or has a numerically smaller value, or an earlier date than the second expression. Greater than or equal to >= => All The condition is true if either the greater than OR the equal to comparator returns a true result.
- 75. FastFormula 1-59 Comparator Symbols Data Types Meaning Less than or equal to <= =< All The condition is true if either the less than OR the equal to comparator returns a true result. Like LIKE Text The condition is true if the two text expressions match according to the rules of the LIKE syntax. You can include Wildcards in the text to allow searching for text that matches a pattern, or words that begin with a certain sequence of letters. - percent sign (%) matches any number of characters in that position - underscore (_) matches a single character occurrence in that position. Not Like NOT LIKE Text The condition is true if the two text expressions do NOT match according to the rules of the LIKE syntax. There is a special comparator called WAS DEFAULTED that you can use to test database items and input values. If there is no value available for an input value or database item, the formula uses a default value. The condition containing the WAS DEFAULTED comparator is True if a default value was used. For example: DEFAULT FOR employee_middle_name IS ' ' IF employee_middle_name WAS DEFAULTED THEN
- 76. 1-60 Oracle Human Resources Management Systems FastFormula User Guide /* special processing */ Correct Use of Brackets If you group more than one statement under the THEN or ELSE clauses, enclose the group of statements within brackets, that is ( and ). In the absence of brackets, Oracle FastFormula conditionally executes only the statement that immediately follows the THEN or ELSE clause. Any other statements are executed unconditionally. For example, when the following formula runs, High_salary is always set to Y: High_salary = 'N' IF Salary > 20000 THEN Tax = Salary * .25 High_salary = 'Y' To prevent this, use brackets as follows: High_salary = 'N' IF Salary > 20000 THEN ( Tax = Salary * .25 High_salary = 'Y' ) Return Statement Use the Return statement to return values in local variables to the application. Oracle FastFormula can pass back any number of variables. The variable does not need to contain a value. Example: /* Formula: LONDON ALLOWANCE FORMULA */ INPUTS ARE this_months_extra (number) London_allowance = (grade_pay/20 + this_months_extra)
- 77. FastFormula 1-61 RETURN London_allowance Notice that you do not have to declare the data type of local variables in the Return statement (as the formula already knows the data type). Oracle FastFormula stops executing the formula when it reaches the Return statement. Any statements after the Return statement are ignored. Formula Compilation When you have created or edited a formula in the Formula window, you choose the Verify button to compile it. If you need to compile many formulas at the same time, you can run the Bulk Compile Formulas process in the Submit Requests window. For example, you run this process when you upgrade your legislative information, which includes formulas. Note: If you make any changes to a function after you have compiled a formula that uses it, you need to recompile the formula for the changes to take effect. Formula Errors There are two types of error that can occur when using Oracle FastFormula: • Verify-time errors occur in the Formulas window when you run the formula verification. An error message explains the nature of the error. Common verify-time errors are syntax errors resulting from typing mistakes. • Run-time errors occur when a problem arises while a formula is running. The usual cause is a data problem, either in the formula or in the application database. The basic Oracle FastFormula errors that can occur at run-time are: • Uninitialized Variables: An uninitialized local variable is one that has no value when the formula runs. The term 'uninitialized' means you have not assigned any value to the variable before you try to use it. This causes an error in all statements except the Return statement. For example: IF (tax_band < 2000) THEN tax = salary / 8 IF (tax_band > 2000) THEN tax = salary / 10
- 78. 1-62 Oracle Human Resources Management Systems FastFormula User Guide IF tax > 1000 THEN ... This formula fails with an 'Uninitialized variable' message (for the variable tax) if the tax band is set to 2000. • Divide by Zero: Dividing a number by zero is an operation that provides no logical result. If this situation ever arises, Oracle FastFormula passes a code back to the application indicating an error (the application then takes the appropriate action). Always check for the possibility of a divide by zero error if there is any chance it could occur. For example, the formula: x = salary/contribution_proportion produces an error if the contribution proportion is set to zero. In this formula, check for the divide by zero condition as follows: IF contribution_proportion = 0 THEN (message = 'The contribution proportion is not valid.' RETURN message) ELSE x = salary/contribution_proportion • No Data Found: A database item supposed to be in the database was not found. This represents an error in the application data. • Too Many Rows: The database item definition within the application caused more than one value to be fetched from the database. • Value Exceeded Allowable Range: This can occur for a variety of reasons such as: • exceeding the maximum allowable length of a string (which is 240 characters) • rounding up a number to an excessive number of places, for example, round (1,100) • using an invalid date, for example, 39-DEC-1990. • Invalid Number: This occurs only when a database item contains an item that does not make sense as a number. • Null Data Found:A database item was found to have a null value when it should have had a non-null value. Use the Default statement for database items marked as Default Required in the Database Items window.
- 79. FastFormula 1-63 Database Items This topic lists the database items available to you in Oracle HRMS for writing formulas and defining QuickPaint reports. The database items are grouped into two listings: • Static Database Items, page 1-63 • Dynamic Database Items, page 1-87 Static database items are shipped with the system and you cannot modify them. Dynamic database items are created by Oracle HRMS processes whenever you define new elements or other related entities. Static Database Items Static database items are shipped with the system and you cannot modify them. Accrual Plan Information Database item Description ACP_CARRIED_OVER_DATE The effective date stored in the latest Carry Over element entry for the assignment and accrual plan ACP_CARRIED_OVER_PTO The amount of PTO stored for an assignment in the latest Carry Over element entry ACP_CATEGORY The category of accrual plan ACP_CONTINUOUS_SERVICE_DATE An employee's adjusted service date ACP_ENROLLMENT_END_DATE The end date of an employee's enrollment in the accrual plan ACP_ENROLLMENT_START_DATE The start date of an employee's enrollment in the accrual plan ACP_INELIGIBLE_PERIOD_LENGTH The length of the plan's ineligibility period (a number)
- 80. 1-64 Oracle Human Resources Management Systems FastFormula User Guide Database item Description ACP_INELIGIBLE_PERIOD_TYPE The units (e.g. months) for measuring the length of the plan's ineligibility period ACP_NAME The name of the accrual plan ACP_SERVICE_START_DATE The start date of an employee's period of service ACP_START The rule for determining the start date for new hires in the plan ACP_TERMINATION_DATE The end date of an employee's period of service ACP_UOM The units (hours or days) for accumulating PTO PTO_ACCRUAL_PLAN_ID The id of the accrual plan. PTO_DATE_PAID_CALCULATION_DATE The last day of the period for calculating accruals in the payroll run (when the PTO Balance Type for the business group is Date Paid) PTO_DATE_EARNED_CALCULATION_DATE The last day of the period for calculating accruals in the payroll run (when the PTO Balance Type for the business group is Date Earned) PTO_DATE_PAID_START_DATE The first day of the period for calculating accruals in the payroll run (when the PTO Balance Type for the business group is Date Paid) PTO_DATE_EARNED_START_DATE The first day of the period for calculating accruals in the payroll run (when the PTO Balance Type for the business group is Date Earned)
- 81. FastFormula 1-65 Applicant Information Database item Description APL_DATE_END The date the application ended APL_DATE_RECEIVED The date the application was received Assignment Address Detail (US/UK only) Database item Description PER_ADR_UK_COUNTY The assignment's home county (UK only) PER_ADR_US_COUNTY The assignment's county (US only) PER_ADR_US_STATE The assignment's state (US only) PER_ADR_US_STATE_CODE The assignment Contact Addresses Database item Description CON_ADR_CITY The name of the contact's town or city CON_ADR_COUNTRY The name of the contact's country CON_ADR_DATE_FROM The first date on which the contact can be contacted CON_ADR_DATE_TO The last date on which the contact can be contacted CON_ADR_LINE_1 The first line of the contact's address CON_ADR_LINE_2 The second line of the contact's address CON_ADR_LINE_3 The third line of the contact's address
- 82. 1-66 Oracle Human Resources Management Systems FastFormula User Guide Database item Description CON_ADR_PHONE_1 The contact's first telephone number CON_ADR_PHONE_2 The contact's second telephone number CON_ADR_PHONE_3 The contact's third telephone number CON_ADR_POSTAL_CODE The contact's postal code CON_ADR_REGION_1 The first line of the contact's region CON_ADR_REGION_2 The second line of the contact's region CON_ADR_REGION_3 The third line of the contact's region Contact Information Database item Description CON_AGE The contact's age CON_APP_NUMBER The contact's applicant number CON_BENEFICIARY_FLAG The contact's beneficiary flag CON_CURRENT_APP Whether the contact is a current applicant (yes/no) CON_CURRENT_EMP Whether the contact is a current employee (yes/no) CON_CURRENT_CWK Whether the contact is a current contingent worker (yes/no) CON_CWK_NUMBER The contact's contingent worker number CON_DATE_END The end date of the contact's relationship CON_DATE_START The start date of the contact's relationship
- 83. FastFormula 1-67 Database item Description CON_DATE_OF_BIRTH The contact's date of birth CON_DEPENDENT_FLAG The contact's dependent flag CON_DISABLED Whether the contact is disabled (yes/no) CON_EMP_NUMBER The contact's employee number CON_END_DATE The date to which this contact information is effective CON_END_LIFE_REASON_ID ID for the reason for the end of the relationship CON_FIRST_NAME The contact's first name CON_FULL_NAME The contact's full name CON_KNOWN_AS The contact's preferred name CON_LAST_NAME The contact's last name CON_MARITAL_STATUS The contact's marital status CON_MIDDLE_NAMES The contact's middle names CON_NATIONAL_IDENTIFIER The contact's national identifier CON_NATIONALITY The contact's nationality CON_PERSONAL_FLAG Personal relationship flag CON_PERSON_TYPE The contact's person type - employee or applicant, for example CON_RLTD_PER_RSDS_W_DSGNTR Whether the contact shares the same residence as the employee. CON_RELATIONSHIP The relationship of the contact to the employee
- 84. 1-68 Oracle Human Resources Management Systems FastFormula User Guide Database item Description CON_SEQUENCE_NUMBER Contact's sequence number CON_SEX The contact's sex CON_START_DATE The date from which this contact information is effective CON_START_LIFE_REASON_ID ID for reason for the start of the relationship CON_THIRD_PARTY_PAY_FLAG Third party payments relationship flag CON_TITLE The contact's title CON_WORK_PHONE The contact's work telephone number Contingent Worker Database item Description CWK_START_DATE The contingent workers's start date CWK_END_DATE The contingent worker's end date CWK_PROJ_END_DATE The contingent worker's projected end date CWK_LEAVING_REASON The reason the contingent worker left CWK_LEAVING_REASON_CODE The code of the reason the contingent worker left Contracts Information Database item Description CTR_STATUS_MEANING Contract status meaning CTR_TYPE_MEANING Contract type meaning
- 85. FastFormula 1-69 Database item Description CTR_STATUS Contract status code CTR_TYPE Contract type code Date Information Database item Description SESSION_DATE The effective date from FND_SESSIONS SYSDATE The system date Element Type Details Database item Description CURRENT_ELEMENT_TYPE_ID The type ID of the element being processed ELEMENT_NAME The name of the element being processed ENTRY_END_DATE The end date of the original entry ENTRY_START_DATE The start date of the original entry Employee Assignment Information Database item Description ASG_ASSIGNMENT_CATEGORY The category for the assignment ASG_ASSIGNMENT_SEQUENCE This is used as a default for assignment number ASG_BARGAINING_UNIT_CODE The employee's bargaining unit code
- 86. 1-70 Oracle Human Resources Management Systems FastFormula User Guide Database item Description ASG_CHANGE_REASON The change reason for the assignment ASG_DATE_FROM The date from which this assignment information is effective ASG_DATE_TO The date to which this assignment information is effective ASG_EMPLOYMENT_CATEGORY The employment category for the assignment ASG_EMPLOYMENT_CATEGORY_CODE The employment category code for the assignment ASG_END_TIME The standard end time for the assignment ASG_FREQ The frequency for which the assignment working hours are measured ASG_FREQ_CODE The working hours frequency code for the assignment ASG_FTE_VALUE The full-time equivalent budget actual value for the assignment ASG_FULL_TIME_FREQ The full-time frequency for the assignment ASG_FULL_TIME_HOURS The full-time working hours for the assignment ASG_GRADE The employee's grade ASG_GRADE_DATE_FROM The date from which this assignment grade information is effective ASG_GRADE_DATE_TO The date to which this assignment grade information is effective ASG_GROUP The employee's group ASG_HEAD_VALUE The head budget value for the assignment
- 87. FastFormula 1-71 Database item Description ASG_HOURS The standard number of working hours for the assignment ASG_INT_ADDR_LINE The internal address of the assignment ASG_JOB The employee's job ASG_JOB_DATE_FROM The date from which this assignment job information is effective ASG_JOB_DATE_TO The date to which this assignment job information is effective ASG_LABOUR_UNION_MEMBER_FLAG Whether the assignment is a union member ASG_LAST_CHANGE_REASON The reason the salary was changed ASG_LAST_EARNED_PAYROLL_NAME The payroll name the assignment was last processed with as at the date earned ASG_LAST_EARNED_PERIOD_ID The time period ID the assignment was last processed with as at the date earned ASG_LAST_EARNED_PERIOD_NAME The time period name the assignment was last processed with as at the date earned ASG_LAST_EARNED_PERIOD_NUMBER The time period number the assignment was last processed with as at the date earned ASG_LAST_PERFORMANCE_DATE Last performance review date ASG_LAST_PERFORMANCE_LOCATION Last performance review location ASG_LAST_PERFORMANCE_RATING Last performance review rating ASG_LAST_PERFORMANCE_TYPE Last performance review type ASG_LAST_PROC_PAYROLL_NAME The payroll name the assignment was last processed
- 88. 1-72 Oracle Human Resources Management Systems FastFormula User Guide Database item Description ASG_LAST_PROC_PERIOD_ID The time period ID the assignment was last processed ASG_LAST_PROC_PERIOD_NAME The period name the assignment was last processed ASG_LAST_PROC_PERIOD_NUMBER The period number the assignment was last processed ASG_LAST_PROPOSED_SALARY_CHAN GE The proposed salary change ASG_LAST_PROPOSED_SALARY_PERCE NT The proposed salary change as a percentage ASG_LAST_SALARY_CHANGE_APPROVE D Whether the last proposed salary change has been approved ASG_LAST_SALARY_DATE The last salary change date ASG_LOCATION The employee's location ASG_LOC_INACTIVE_DATE The date to which the location information is effective ASG_MANAGER Whether the assignment is a managerial assignment (yes/no) ASG_MONEY_VALUE The assignment's money budget actual value ASG_NEXT_PERFORMANCE_DATE Next performance review date ASG_NEXT_SALARY_DATE The date of the next salary change ASG_NUMBER The assignment number ASG_ORG The employee's organization ASG_ORG_DATE_FROM The date from which assignment organization information is effective
- 89. FastFormula 1-73 Database item Description ASG_ORG_DATE_TO The date to which assignment organization information is effective ASG_ORG_INT_EXT The assignment organization internal external flag ASG_ORG_LOCATION The location of the assignment organization ASG_ORG_TYPE The assignment organization type ASG_PAYROLL The employee's payroll ASG_PERFORMANCE_REVIEW_FREQUE NCY The performance review period for the assignment ASG_PERFORMANCE_REVIEW_PERIOD The performance review frequency for the assignment ASG_PER_STATUS_DP Personal status for the assignment (as of Date Paid) ASG_PFT_VALUE The PFT budget value for the assignment ASG_POS_HOURS The standard number of working hours for the position ASG_POSITION The employee's position ASG_POS_DATE_FROM The date from which this assignment position information is effective ASG_POS_DATE_TO The date to which this assignment position information is effective ASG_POS_END_TIME The standard end time for the assignment position ASG_POS_FREQ The frequency for which the assignment position's hours are measured
- 90. 1-74 Oracle Human Resources Management Systems FastFormula User Guide Database item Description ASG_POS_FREQUENCY The frequency for which the assignment position's hours are measured ASG_POS_FTE The assignment position FTE ASG_POS_LOCATION The location of the assignment position ASG_POS_PROB_PERIOD The probation period for the assignment position (in numeric format) ASG_POS_PROBATION_PERIOD The probation period for the assignment position (formatted as text) ASG_POS_PROBATION_PERIOD_UNITS The units used to measure the probation period ASG_POS_START_TIME The standard start time for the assignment position ASG_POS_WORKING_HOURS The standard number of working hours for the position ASG_PRIMARY Whether this is the employee's primary assignment (yes/no) ASG_PRIMARY_CODE The assignment's primary code ASG_PROB_END_DATE The probation period end date ASG_PROB_PERIOD The assignment's probation period ASG_PROB_UNITS The units of the assignment's probation period ASG_REC_FULL_NAME The full name for the recruiter ASG_RELIEF The relief position if the current position holder is absent ASG_SALARY The current salary for an employee
- 91. FastFormula 1-75 Database item Description ASG_SALARY_BASIS The payment basis (i.e. frequency) for the assignment, e.g. monthly ASG_SALARY_BASIS_ANNUALIZATION_ FACTOR The payment basis pay annualization factor for the assignment ASG_SALARY_BASIS_CODE The payment basis lookup code for the assignment ASG_SALARY_BASIS_GRADE_ANNUALI ZATION_FACTOR The payment grade basis pay annualization factor for the assignment ASG_SALARY_BASIS_NAME The salary basis name for the assignment ASG_SALARY_ELEMENT The display element name ASG_SALARY_ELEMENT_VALUE_NAME The display input value name ASG_SALARY_GRADE_RATE The display rate name ASG_SALARY_RATE_BASIS The salary rate basis ASG_SALARY_REVIEW_FREQUENCY The salary review frequency for the assignment ASG_SALARY_REVIEW_PERIOD The salary review period for the assignment ASG_START_DATE The start date of the assignment ASG_START_TIME The standard start time for the assignment ASG_STATUS The primary status for the assignment ASG_SUCCESSOR The position name that will succeed into this position ASG_SUP_FULL_NAME The full name for the supervisor ASG_TYPE Whether this is an employee or applicant assignment
- 92. 1-76 Oracle Human Resources Management Systems FastFormula User Guide Database item Description ASG_VACANCY The name of the vacancy applied for ASG_WORK_AT_HOME The work at home code for an assignment ASSIGNMENT_ACTION_END_DATE The end date of the assignment action ASSIGNMENT_ACTION_START_DATE The start date of the assignment action CHEQUE_UK_NUMBER The cheque number for the assignment action (UK spelling) CHECK_US_NUMBER The check number for the assignment action (US spelling) GROSSUP_AMOUNT The gross up amount to be added to the net amount Employee Hire Information Database item Description EMP_HIRE_DATE The employee's hire date EMP_LAST_PROCESS_DATE The date the employee was last processed EMP_LEAVING_REASON The reason the employee left EMP_LEAVING_REASON_CODE The code for the reason the employee left EMP_PROJ_TERM_DATE The employee's projected termination date EMP_TERM_ACCEPTED_BY The person who accepted the employee's notice EMP_TERM_DATE The employee's termination date
- 93. FastFormula 1-77 Home Address Details (UK only) Database item Description PER_ADR_UK_COUNTY The person's home county (UK only) Home Address Details (US only) Database item Description PER_ADR_US_COUNTY The person's county (US only) PER_ADR_US_STATE The person's state (US only) PER_ADR_US_STATE_CODE The person's state code (US only) Human Resources Intelligence Database item Description HRI_ASG_EMPLOYMENT_CATEGORY_C ODE The employment category code HRI_ASG_FREQ_CODE The assignment working hours frequency code HRI_ASG_FULL_TIME_FREQ The full-time frequency HRI_ASG_FULL_TIME_HOURS The full-time working hours HRI_ASG_HOURS The normal working hours of the assignment HRI_ASG_PER_EMP_PTU Person Assignment EMP User Person Type HRI_ASG_PER_APL_PTU Person Assignment APL User Person Type HRI_ASG_PER_CWK_PTU Person Assignment CWK User Person Type HRI_ASG_PRIMARY_CODE The primary assignment code
- 94. 1-78 Oracle Human Resources Management Systems FastFormula User Guide Location Details Database item Description LOC_ADR_LINE_1 The first line of the assignment's work address LOC_ADR_LINE_2 The second line of the assignment's work address LOC_ADR_LINE_3 The third line of the assignment's work address LOC_ADR_POSTAL_CODE The postal code for the assignment's work address LOC_ADR_REGION_1 The first line of the assignment's region LOC_ADR_REGION_2 The second line of the assignment's region LOC_ADR_REGION_3 The third line of the assignment's region LOC_ADR_PHONE_1 The assignment's first work telephone number LOC_ADR_PHONE_2 The assignment's second work telephone number LOC_ADR_PHONE_3 The assignment's third work telephone number LOC_ADR_CITY The town or city where the assignment works LOC_ADR_COUNTRY The country where the assignment works Payroll Details Database item Description ACTION_TYPE Action type of target payroll action LAST_REG_PAYMENT_PERIOD The last regular payment period
- 95. FastFormula 1-79 Database item Description LAST_REG_PAYMENT_PERIOD_START_ DATE The start date of the last regular payment period PAY_EARNED_CUT_OFF_DATE The cut-off date of the earned period PAY_EARNED_DIRECT_DEPOSIT_DATE The direct deposit date of the earned period PAY_EARNED_END_DATE The end date of the earned period PAY_EARNED_PAY_ADVICE_DATE The pay advice date of the earned period PAY_EARNED_PERIOD_ID The ID of the time period of the earned period PAY_EARNED_PERIOD_NAME The period name for the earned period PAY_EARNED_PERIOD_NUMBER The period number for the earned period PAY_EARNED_START_DATE The start date of the earned period PAY_NO_OF_SCHEDULED_PAYMENTS The start date of the earned period PAY_PERIODS_PER_YEAR The number of payable periods in the year (as of date earned) PAY_PERIODS_PER_YEAR_DP The number of payable periods in the year (as of date paid) PAY_PROC_PERIOD_CUT_OFF_DATE The cut off date for the payroll period (as of date earned) PAY_PROC_PERIOD_CUT_OFF_DATE_DP The cut off date for the payroll period (as of date paid) PAY_PROC_PERIOD_DATE_PAID The date the payroll was paid PAY_PROC_PERIOD_DIRECT_DEPOSIT_ DATE The direct deposit date for the payroll period (as of date earned) PAY_PROC_PERIOD_DIRECT_DEPOSIT_ DATE_DP The direct deposit date for the payroll period (as of date paid)
- 96. 1-80 Oracle Human Resources Management Systems FastFormula User Guide Database item Description PAY_PROC_PERIOD_END_DATE The end date of the payroll period (as of date earned) PAY_PROC_PERIOD_END_DATE_DP The end date of the payroll period (as of date paid) PAY_PROC_PERIOD_ID The ID of the time period for the payroll (as of date earned) PAY_PROC_PERIOD_ID_DP The id of the time period for the payroll (as of date paid) PAY_PROC_PERIOD_NAME The period name for the payroll (as of date earned) PAY_PROC_PERIOD_NAME_DP The period name for the payroll (as of date paid) PAY_PROC_PERIOD_NUMBER The current period number for the payroll (as of date earned) PAY_PROC_PERIOD_NUMBER_DP The current period number for the payroll (as of date paid) PAY_PROC_PERIOD_PAY_ADVICE_DATE The pay advice date for the payroll period (as of date earned) PAY_PROC_PERIOD_PAY_ADVICE_DATE _DP The pay advice date for the payroll period (as of date paid) PAY_PROC_PERIOD_START_DATE The start date of the payroll period (as of date earned) PAY_PROC_PERIOD_START_DATE_DP The start date of the payroll period (as of date paid) PAYROLL_ARREARS_FLAG Value of arrears flag for payrolls
- 97. FastFormula 1-81 People Addresses Database item Description PER_ADR_CITY The name of the person's town or city PER_ADR_COUNTRY The name of the person's country PER_ADR_COUNTRY_CODE The person's country code PER_ADR_DATE_FROM The first date on which the person can be contacted at this address PER_ADR_DATE_TO The last date on which the person can be contacted at this address PER_ADR_LINE_1 The first line of the person's address PER_ADR_LINE_2 The second line of the person's address PER_ADR_LINE_3 The third line of the person's address PER_ADR_PHONE_1 The person's first contact number PER_ADR_PHONE_2 The person's second contact number PER_ADR_PHONE_3 The person's third contact number PER_ADR_POSTAL_CODE The person's postal code PER_ADR_REGION_1 The first line of the person's region PER_ADR_REGION_2 The second line of the person's region PER_ADR_REGION_3 The third line of the person's region
- 98. 1-82 Oracle Human Resources Management Systems FastFormula User Guide People Information Database item Description PER_1099R_NAME Employee details for 1099R PER_AGE The person's age PER_APPLICANT_NUMBER The person's applicant number PER_BENEFIT_GROUP_ID The ID of the person's benefit group PER_COORD_BEN_MED_PLN_NO The benefits medical plan number for the person PER_COORD_BEN_NO_CVG_FLAG Whether there is any other benefits coverage PER_CURRENT_APP Whether the person is a current applicant (yes/no) PER_CURRENT_CWK Whether the person is a current contingent worker (yes/no) PER_CURRENT_EMP Whether the person is a current employee (yes/no) PER_CWK_NUMBER The person's contingent worker number PER_DATE_OF_BIRTH The person's date of birth PER_DATE_OF_DEATH The person's date of death PER_DATE_VERIFIED The date the employee last verified his or her personal data PER_DISABLED Whether the person is disabled (yes/no) PER_DPNT_ADOPTION_DATE The person's dependent's adoption date PER_DPNT_VLNTRY_SVCE_FLAG Whether the dependent is on voluntary service PER_EMP_NUMBER The person's employee number
- 99. FastFormula 1-83 Database item Description PER_FIRST_NAME The person's first name PER_FULL_NAME The person's full name PER_KNOWN_AS The person's preferred name PER_LAST_NAME The person's last name PER_MAIL_DESTINATION The person's mail destination PER_MARITAL_STATUS The person's marital status PER_MIDDLE_NAMES The person's middle names PER_NATIONALITY The person's nationality PER_NATIONAL_IDENTIFIER The person's national identifier PER_ORIGINAL_DATE_OF_HIRE Date the person was first hired PER_PERSON_TYPE Type of person (employee or applicant, for example) PER_PREFIX The person's name prefix PER_PREV_LAST_NAME The person's previous last name PER_RECEIPT_OF_DEATH_CERT_DATE Date of receipt of the person's death certificate PER_SEND_EXPENSES Where to send the person's expenses (home/office) PER_SEX The person's sex PER_SUFFIX The person's name suffix PER_TITLE The person's title PER_USES_TOBACCO_FLAG Whether the person uses tobacco
- 100. 1-84 Oracle Human Resources Management Systems FastFormula User Guide Database item Description PER_WORK_PHONE The person's work telephone number Person Types Database item Description PTU_CON_PERSON_TYPE The contact's person type, for example employee, applicant PTU_PER_PERSON_TYPE The type of person, for example employee, applicant PTU_REC_PERSON_TYPE The recruiter's person type, for example employee PTU_SUP_PERSON_TYPE The supervisor's person type, for example employee Recruiter Information Database item Description REC_CURRENT_APP Whether the recruiter is a current applicant (yes/no) REC_CURRENT_CWK Whether the recruiter is a current contingent worker (yes/no) REC_CWK_NUMBER The recruiter's contingent worker number REC_CURRENT_EMP Whether the recruiter is a current employee (yes/no) REC_EMP_NUMBER The recruiter's employee number REC_GRADE The recruiter's grade
- 101. FastFormula 1-85 Database item Description REC_INT_ADDR_LINE The recruiter's internal address REC_JOB The recruiter's job REC_LOCATION The recruiter's work location REC_MANAGER Whether the assignment is a managerial assignment (yes/no) REC_ORG The name of the recruiter's organization REC_PERSON_TYPE The recruiter's person type (employee or applicant, for example) REC_POSITION The recruiter's position REC_WORK_PHONE The recruiter's work telephone number Supervisor Information Database item Description SUP_CURRENT_CWK Whether the supervisor is a current contingent worker (yes/no) SUP_CURRENT_EMP Whether the supervisor is a current employee (yes/no) SUP_CWK_NUMBER The contingent worker number of the supervisor SUP_DATE_FROM The date from which this supervisor information is effective SUP_DATE_TO The date to which this supervisor information is effective SUP_EMAIL_ADDRESS The supervisor's email address
- 102. 1-86 Oracle Human Resources Management Systems FastFormula User Guide Database item Description SUP_EMP_NUMBER The supervisor's employee number SUP_GRADE The supervisor's grade SUP_INT_ADDR_LINE The supervisor's internal address SUP_JOB The supervisor's job SUP_LOCATION The supervisor's work location SUP_MANAGER Whether the assignment is a managerial assignment (yes/no) SUP_ORG The supervisor's organization SUP_PERSON_TYPE The supervisor's person type SUP_POSITION The supervisor's position SUP_WORK_PHONE The supervisor's work telephone number Work Address Details (UK only) Database item Description LOC_ADR_UK_COUNTY The assignment's work county (UK only) Work Address Details (US only) Database item Description LOC_ADR_US_COUNTY The assignment's work county (US only) LOC_ADR_US_STATE The assignment's work state (US only) LOC_ADR_US_STATE_CODE The assignment's work state code (US only)
- 103. FastFormula 1-87 Static Database Items for Oracle US Federal HR Static database items are shipped with the system and you cannot modify them. For a list of the standard static database items, refer to Static Database Items, page 1-63. You can use the following Oracle Federal HR data items with Fast Formula Rules. • Location Extra Information: Duty Station ID • Assignment Extra Information: Step or Rate, Tenure, Annuitant Indicator, Pay Rate Determinant, Work Schedule, Part-Time Hours Biweekly, Duty Status • Person Extra Information: Citizenship, Veterans Preference, Veterans Preference for RIF, Veterans Status, Appointment Type, Type of Employment, Race or National Origin, Date Last Promotion, SCD Leave, SCD Civilian, SCD RIF, SCD TSP, Date From Retained Grade, Date To Retained Grade, Retained Grade, Retained Step or Rate, Retained Pay Plan, Retained Pay Table ID, Retained Pay Basis, FERS Coverage, Previous Retirement Coverage, Frozen Service, NAF Retirement Indicator • Position Extra Information: Valid Grade, Target Grade, Pay Table ID, Pay Basis, Employment Category Group, Occupation Category Code, FLSA Category, Bargaining Unit Status, Supervisory Status, Position Occupied, Intelligence Position Ind, LEO Position Indicator, Position Type If you define agency-specific Extra Information types or segments, you can create database items for them. See: Setting Up Extra Information Types (Excluding Organization EITs), Oracle HRMS Configuring, Reporting, and System Administration Guide Dynamic Database Items Dynamic database items are created by Oracle HRMS processes whenever you define new elements or other related entities. Element Database Items When you define a new element, Oracle HRMS runs a process to create a number of related database items for it. To ensure easy recognition of these items, the process adds the element name <ENAME> to each one. It also creates further database items for each pay and input value you use <INAME>. Here is a list of database items created each time you define an element using the Element window:
- 104. 1-88 Oracle Human Resources Management Systems FastFormula User Guide Database item Description <ENAME>_BEN_CLASS The element's benefit classification <ENAME>_CLASSIFICATION The element's classification <ENAME>_CLOSED_FOR_ENTRY Yes/no flag: translated into local language. If Yes, new element entries cannot be created but existing element entries can still be modified. <ENAME>_CLOSED_FOR_ENTRY_CODE Yes/no flag: If Yes, new element entries cannot be created but existing element entries can still be modified. <ENAME>_COSTABLE_TYPE The element's costable type (from lookup table) <ENAME>_COSTABLE_TYPE_CODE The element's costable type (code values) <ENAME>_COUNT The element entry count <ENAME>_END_DATE The date to which this element is effective <ENAME>_INPUT_CURRENCY_CODE The element's input currency code <ENAME>_LENGTH_OF_SERVICE The element's qualifying length of service <ENAME>_OUTPUT_CURRENCY_CODE The element's output currency code <ENAME>_PROCESSING_PRIORITY The element's processing priority <ENAME>_QUALIFYING_AGE The element's qualifying age <ENAME>_QUALIFYING_UNITS_CODE The qualifying length of service units (code values) <ENAME>_QUALIFYING_UNITS The qualifying length of service units (from lookup table) <ENAME>_REPORTING_NAME The element's reporting name <ENAME>_STANDARD_LINK Yes/no flag: yes = standard, no = discretionary
- 105. FastFormula 1-89 Database item Description <ENAME>_STANDARD_LINK_CODE Yes/no flag: yes = standard, no = discretionary <ENAME>_<INAME>_UNIT_OF_MEASURE The element's unit of measure (from lookup table) <ENAME>_<INAME>_UNIT_OF_MEASURE _CODE The element's unit of measure (code values) <ENAME>_<INAME>_DEFAULT The element's default input value <ENAME>_<INAME>_MIN The element's minimum input value <ENAME>_<INAME>_MAX The element's maximum input value In addition to the items above, Oracle HRMS creates the following four items for elements defined with multiple entries not allowed: Database item Description <ENAME>_<INAME>_ENTRY_VALUE The element value <ENAME>_<INAME>_USER_ENTERED_CO DE Whether a value exists at the element entry level (yes/no) <ENAME>_<INAME>_START_DATE The element's start date <ENAME>_<INAME>_END_DATE The element's end date In addition to the common list above, Oracle HRMS creates the following item for elements defined with multiple entries allowed whose input values are numeric (that is, hours, integer, money or number). Database item Description <ENAME>_<INAME>_ENTRY_VALUE The summed element values for the multiple entries The units for '<ENAME> <INAME> ENTRY VALUE' are generated for both recurring and nonrecurring elements and are user-definable. Oracle HRMS modifies the
- 106. 1-90 Oracle Human Resources Management Systems FastFormula User Guide definition text to retrieve the entry value in the unit of measure as specified in the PAY_INPUT_VALUES_F table. Grade Rate Database Items When you define a grade rate, Oracle HRMS runs a process to create a number of related database items for it. To ensure easy recognition of these items, the process adds the grade rate name <NAME> to each one. Here is a list of database items created each time you define a grade rate using the Grade Rate window: Database item Description GRADE_<NAME>_VALUE The grade rate's value GRADE_<NAME>_MINIMUM The grade rate's minimum value GRADE_<NAME>_MAXIMUM The grade rate's maximum value Pay Scale Rate Database Items When you define a pay scale rate, Oracle HRMS runs a process to create the following database item for it. To ensure easy recognition of this item, the process adds the rate name <NAME> to it. Database item Description SPINE_<NAME>_VALUE The pay scale rates value Descriptive Flexfield Database Items When you define descriptive flexfield segments you make them available for use in QuickPaint by running the Create Descriptive Flexfield DB Items process from the Submit Requests window. This process creates database items for each of the descriptive flexfields listed below. To ensure easy recognition of these items, the process adds the descriptive flexfield segment name <SEGMENT_NAME> to each one.
- 107. FastFormula 1-91 Database item Description PEOPLE_<SEGMENT_NAME> People descriptive flexfield database items PAYROLLS_<SEGMENT_NAME> Payroll descriptive flexfield database items ASSIGNMENTS_<SEGMENT_NAME> Assignment descriptive flexfield database items GRADES_<SEGMENT_NAME> Grade descriptive flexfield database items ABSENCES_<SEGMENT_NAME> Absence descriptive flexfield database items ABSENCE_TYPES_<SEGMENT_NAME> Absence Type descriptive flexfield database items PERSON_ADDRESSES_<SEGMENT_NAM E> Person Address descriptive flexfield database items EVENTS_<SEGMENT_NAME> Events descriptive flexfield database items JOBS_<SEGMENT_NAME> Jobs descriptive flexfield database items CONTACTS_<SEGMENT_NAME> Contacts descriptive flexfield database items PERIODS_OF_SERVICE_<SEGMENT_NA ME> Periods of Service descriptive flexfield database items RECRUITMENT_ACTIVITIES_<SEGMENT _NAME> Recruitment Activities descriptive flexfield database items POSITION_<SEGMENT_NAME> Position descriptive flexfield database items APPLICATIONS_<SEGMENT_NAME Applications descriptive flexfield database items ORGANIZATION_<SEGMENT_NAME> Organization descriptive flexfield database items Key Flexfield Database Items When you define key flexfield segments you make them available for use in QuickPaint by running the Create Key Flexfield DB Items process from the Submit Requests
- 108. 1-92 Oracle Human Resources Management Systems FastFormula User Guide window. This process creates database items for each of the key flexfields listed below. To ensure easy recognition of these items, the process adds the key flexfield segment name <SEGMENT_NAME> to each one. Run this process for each of your Business Groups. If you define context-dependent key flexfield structures using BUSINESS_GROUP_ID as the reference field, the process creates database items for those flexfield segments as well. BUSINESS_GROUP_ID is the only reference field that the Create Key Flexfield DB Items process supports. Database item Description COMP_KF_<SEGMENT_NAME> Competence key flexfield database items GRADE_KF_<SEGMENT_NAME> Grade key flexfield database items GROUP_KF_<SEGMENT_NAME> Group key flexfield database items JOB_KF_<SEGMENT_NAME> Job key flexfield database items POS_KF_<SEGMENT_NAME> Position key flexfield database items SCL_ASG_<LEGISLATION_CODE>_<ENA ME> Assignment soft coded legislative flexfield database items SCL_ORG_<LEGISLATION_CODE>_<ENA ME> Organization soft coded legislative flexfield database items SCL_PAY_<LEGISLATION_CODE>_<ENA ME> Payroll soft coded legislative flexfield database items Absence Database Items When you define an absence type, Oracle HRMS runs a process to create the following database item for it. To ensure easy recognition of this item, the process adds the absence type name <ABSENCE_NAME> to it. Database item Description <ABSENCE_NAME>_CUM_BALANCE The cumulative balance for an absence type
- 109. FastFormula 1-93 Formulas for Payroll Legislative Checks Oracle FastFormula contains a formula type called Legislative Check that may have been set up by your localization team. This formula type can be set up to perform certain checks during a payroll run. For example, you can catch errors such as negative gross pay and cause the payroll run to fail appropriately. Sometimes you may not want to run the legislation check in the payroll run so it is possible that this functionality can be enabled or disabled using the HR:Execute Legislative Check Formula within Run user profile. Formulas for Benefits Administration Oracle FastFormula contains many formula types that you can use for benefits administration. For example, grandfathered clauses and other special case scenarios may require you to write a FastFormula rule that defines special treatment for a subset of your benefits participants. You can use Oracle FastFormula to calculate: • The number of Hours Worked by a person in a given period • A person's length of service • The maximum coverage amount for a life insurance plan • Participation Eligibility • Other benefits related functions. After you write a formula for use with Standard or Advanced Benefits, you link that formula to your plan design by selecting the formula in the Rule field of the appropriate window. Total Compensation Formula Types The following table lists the formula types you can use in administering benefits with Oracle HRMS.
- 110. 1-94 Oracle Human Resources Management Systems FastFormula User Guide Formula Type Description Contexts Input Values Return Value Sample Rule Hours Worked Calculation Used to determine an Hours Worked amount to be used for Eligibility, Coverage or Benefit, Premium, and Rate calculations Business_Gro up_Id, Effective_Dat e, Jurisdiction_ Code, Organization _Id, Assignment Id, Pgm_Id, Pl_Typ_Id, Pl_Id, Opt_Id, Ler_Id Hrs_Wkd_Fct r_Id; Value of the Hrs_Wkd_Fct r.Val, Min Val, Max Val Amount Determine total number of hours worked during the person's most recent pay period. Age Calculation Used to determine an Age value to be used for Eligibility, Coverage or Benefit, Premium, and Rate calculations " Value of the Age_Fctr.Val, Min Val, Max Val Amount Length of Service Calculation Used to determine a Service value to be used for Eligibility, Coverage or Benefit, Premium, and Rate calculations " LOS_Fctr_Id; Value of the LOS_Fctr. Val, Min Val, Max Val Amount
- 111. FastFormula 1-95 Formula Type Description Contexts Input Values Return Value Sample Rule Compensatio n Calculation Used to determine a Total Compensatio n amount to be used for Eligibility, Coverage or Benefit, Premium and Rate calculations " Comp_Lvl_Fc tr_Id; Value of the Comp_Lvl_Fc tr.Val, Min Val, Max Val Amount Sum the amounts for person's current Regular Salary defined balance as of the beginning of the year, Prior Year Total Commission benefits balance type, and Prior Year Total Bonus benefits balance type, and return the total amount. Rate Value Calculation Calculates a rate amount for a person. May be used to calculate a base or variable rate. " Acty_Base_Rt _Id or Vrbl_Rt_Id; Value of the Acty_Base_Rt .Val, Min Val, Max Val; Value of the Vrbl_Rt_Prfl. Val, Min Val, Max Val, Amount If a person is currently enrolled in this plan, or has been enrolled in this plan within the past 2 years, then the rate is equal to the rate person is currently paying. Otherwise, rate is equal to X.
- 112. 1-96 Oracle Human Resources Management Systems FastFormula User Guide Formula Type Description Contexts Input Values Return Value Sample Rule Premium Value Calculation Calculates a premium amount for a person. " Acty_Base_Rt _Id or Vrbl_Rt_Id or Actl_Prem_Id or Cvg_Amt_Ca lc_Mthd_Id; Value of the Acty_Base_Rt .Val, Min Val, Max Val Amount Premium amount is equal to .05 times Coverage amount less 50,000 Matching Amount Calculation Calculates the matching amount. " " Amount People that work at Division A get matching amount of 5%. All others get 4% matching amount. Minimum Coverage Amount Calculation Calculates a minimum coverage or benefit amount for a person. " " Amount If in Benefits Group A, minimum amount is $100. If in Benefits Group B, minimum amount is $200.
- 113. FastFormula 1-97 Formula Type Description Contexts Input Values Return Value Sample Rule Maximum Coverage Amount Calculation Calculates a maximum coverage or benefit amount for a person. " " Amount Coverage maximum amount is equal to coverage amount for current enrollment; if no current enrollment, then maximum is $100,000. Period to Date Amount Calculation Determines the maximum period to date amount a person may have for a particular activity rate. " Amount Coverage Amount Calculation Calculates a coverage or benefit amount for a person. " Amount
- 114. 1-98 Oracle Human Resources Management Systems FastFormula User Guide Formula Type Description Contexts Input Values Return Value Sample Rule Age Determinatio n Date Determines the date from which age will be calculated (e.g., the first day of the next plan year). " Date If person is in an Annual Enrollment event then return 10/1/99. If person is becoming eligible as a result of a new hire, rehire, return from leave or a change from part-time to full-time then return the event occurred on date. Hours Worked Determinatio n Date Determines the date from which hours worked will be calculated (e.g., the first day of the next plan year). " Date If person is in an Annual Enrollment event then return 10/1/99. If person is becoming eligible as a result of a new hire, rehire, return from leave or a change from part-time to full-time then return the event occurred on date.
- 115. FastFormula 1-99 Formula Type Description Contexts Input Values Return Value Sample Rule Length of Service Date to Use Determines the low date from which LOS will be calculated (e.g., original hire date or rehire date). " Date Return Start Date from the person's Absence Attendance row in order to determine the elapsed time that a person has been on a Leave of Absence. Length of Service Determinatio n Date Determines the high date for which LOS will be calculated (e.g., the first day of the following month). " Date Return Start Date from the person's Absence Attendance row. Compensatio n Determinatio n Date Determines the high date from which hours compensation will be calculated (e.g., the first day of the next plan year). " Date
- 116. 1-100 Oracle Human Resources Management Systems FastFormula User Guide Formula Type Description Contexts Input Values Return Value Sample Rule Action Type Due Date Determines the date on which the Action Type must be completed (e.g. 90 days from the Life Event Creation Date). " Date If person is currently enrolled, 60 days from life event creation date. If person is not currently enrolled, 30 days from life event creation date. Participation Eligibility Start Date Determines when eligibility for a person should start. " Date Add 6 months to the event date and return. Participation Eligibility End Date Determines when eligibility for a person should end. " Date If Organization on current assignment = A, return date equal to Event Date; otherwise, return date equal to Start of Following Month after event date. Enrollment Coverage Start Date Determines when enrollment coverage for a participant should start. " Date Coverage start date based on how long you have been absent from a plan.
- 117. FastFormula 1-101 Formula Type Description Contexts Input Values Return Value Sample Rule Enrollment End Determines when enrollment coverage for a participant should end. " Date If Calculated LOS is less than 5 years, then end of current month. If Calculated LOS is greater than or equal to 5 years, then end of 6 months after event date. Dependent Coverage Start Date Determines when coverage for a dependent should start. " Date If notified of birth within 31 days of event, Coverage Start Date is Date of Birth. Otherwise, coverage start date is date of notification. Dependent Coverage End Date Determines when coverage for a dependent should end. " Date If Contact Relationship Type = Spouse, coverage ends on date of event; if Contact Relationship Type = Child, coverage ends on end of the month following event.
- 118. 1-102 Oracle Human Resources Management Systems FastFormula User Guide Formula Type Description Contexts Input Values Return Value Sample Rule Rate Start Date Determines when a rate for an enrollment result for a participant should start. " Date Rate starts on the date after the rate end date of the current enrollment. Rate End Date Determines when a rate for an enrollment result for a participant should end. " Date Rate ends on the day before the person's next pay period. Participation Eligibility Determines whether a person is eligible for the associated compensation object. (This is the rule used in the eligibility profile rule entities.) Business_Gro up_Id, Effective_Dat e, Jurisdiction_ Code, Organization _Id, Assignment Id, Pgm_Id, Pl_Typ_Id, Pl_Id, Opt_Id, Ler_Id, Balance_Date Y/N
- 119. FastFormula 1-103 Formula Type Description Contexts Input Values Return Value Sample Rule Dependent Eligibility Determines whether a person is eligible to be covered by a participant in a compensation object. " Y/N Dependent is eligible if Employee Work Location is 001 and Dependent is under age 21 or if Employee Work Location is not 001 and Dependent is under age 25. Enrollment Opportunity Determines whether the compensation object should be an electable choice for the person. Business_Gro up_Id, Effective_Dat e, Jurisdiction_ Code, Organization _Id, Assignment Id, Pgm_Id, Pl_Typ_Id, Pl_Id, Opt_Id, Ler_Id One of the BEN_ENRT_ MTHD values: A or E; or N As a result of a transfer event, the participant can only enroll in an HMO if they were previously enrolled in an HMO and that HMO is no longer available to them in their new location.
- 120. 1-104 Oracle Human Resources Management Systems FastFormula User Guide Formula Type Description Contexts Input Values Return Value Sample Rule To Be Sent Date Determines the date on which the communicati on should be sent to the person. Business_Gro up_Id, Effective_Dat e, Jurisdiction_ Code, Organization _Id, Assignment Id, Pgm_Id, Pl_Typ_Id, Pl_Id, Opt_Id, Ler_Id, Cm_Typ_Id Date If participant's organization is equal to {org1} or {org2} then return start of enrollment period - 14 days. If participant's organization is not equal to {org1} or {org2} then return start of enrollment period - 7 days. Rounding Rounds a number to the specified place or decimal. None Amount Amount to be rounded - $250 rounded to the next $500 Percent Rounding Rounds a percent to the specified place or decimal. Amount
- 121. FastFormula 1-105 Formula Type Description Contexts Input Values Return Value Sample Rule Automatic Enrollment Method Determines the conditions under which a person should be automatically enrolled in a compensation object. Business_Gro up_Id, Effective_Dat e, Jurisdiction_ Code, Organization _Id, Assignment Id, Pgm_Id, Pl_Typ_Id, Pl_Id, Opt_Id, Ler_Id One of the BEN_ENRT_ MTHD values: A or E; or N Reinstate active benefits if rehired in the same plan year. Deduction Schedule Determines the deduction schedule to be used for this person. " One of the BEN_DED_S CHED values If bargaining unit code is not null return "Second Period In Month" else return "Every Pay Period". Payment Schedule Determines the payment schedule to be used for this person. " One of the BEN_PYMT_ SCHED values If bargaining unit code is not null return "Second Period In Month" else return "Every Pay Period".
- 122. 1-106 Oracle Human Resources Management Systems FastFormula User Guide Formula Type Description Contexts Input Values Return Value Sample Rule Default to Assign Pending Action Determines the applicable default option or benefit to assign to the person when his or her choice has been suspended. " One of the BEN_DFLT_T O_ASN_PND G_CTFN values Reinstate the active benefits that a person had at the time that the person was previously active. (NOTE: cannot reinstate most recent benefits, as person could have some other elections, such as COBRA). Enrollment Certification Required Determines the conditions under which a person must provide certification in order to enroll or elect a particular plan or option in plan, or benefit. " Y/N Participant does not need to provide certification if they were enrolled in the compensation object and had provided certification within the past 12 months.
- 123. FastFormula 1-107 Formula Type Description Contexts Input Values Return Value Sample Rule Dependent Certification Required Determines the conditions under which a person must provide certification for his or her designated dependents. " Y/N Beneficiary Certification Required Determines the conditions under which a person must provide certification for his or her designated beneficiaries. " Y/N Waive Certification Required Determines the conditions under which a person must provide certification when he or she waives participation. " Y/N
- 124. 1-108 Oracle Human Resources Management Systems FastFormula User Guide Formula Type Description Contexts Input Values Return Value Sample Rule Inspection Required Determines whether inspection of the communicati on is required. If so, the "Inspection Flag" is set to 'yes' for this person's communicati on. Business_Gro up_Id, Effective_Dat e, Jurisdiction_ Code, Organization _Id, Assignment Id, Pgm_Id, Pl_Typ_Id, Pl_Id, Opt_Id, Ler_Id, Cm_Typ_Id Y/N If participant's division = "Corporate" or if participant's HCE indicator = "Y" return "YES". Communicati on Appropriate Determines for this communicati on and trigger, whether the communicati on should be sent; restricts to whom to send. Business_Gro up_Id, Effective_Dat e, Jurisdiction_ Code, Organization _Id, Assignment Id, Pgm_Id, Pl_Typ_Id, Pl_Id, Ler_Id, Cm_Typ_Id Y/N If person is in an Annual Enrollment event and today's date is within seven days of the enrollment period end date return "No". Communicati on Type Determines whether the communicati on should be sent. Business_Gro up_Id, Effective_Dat e, Jurisdiction_ Code, Organization _Id, Assignment Id, Pgm_Id, Pl_Typ_Id, Pl_Id, Ler_Id, Cm_Typ_Id Y/N
- 125. FastFormula 1-109 Formula Type Description Contexts Input Values Return Value Sample Rule Mandatory Determinatio n Determines whether this option in plan should be assigned to a person (and not be optional) as part of the enrollment process. Business_Gro up_Id, Effective_Dat e, Jurisdiction_ Code, Organization _Id, Assignment Id, Pgm_Id, Pl_Typ_Id, Pl_Id, Opt_Id, Ler_Id Y/N Postelection Edit Performs edits on an enrollment result, e.g. is the spouse of the participant also enrolled; does the spouse of the participant work at the same company. " Y/N and Text If the participant elects a non-waive plan under the spouse life plan type, the participant must elect an equal or greater amount of participant life insurance.
- 126. 1-110 Oracle Human Resources Management Systems FastFormula User Guide Formula Type Description Contexts Input Values Return Value Sample Rule Partial Month Proration Method Determines which value to use: Date Earned, Pay Period End Date, or Payment Date. This tells the proration process which date to use when determining how many pay periods remain, and when the element entry should start. " One of the Values of : BEN_PRTL_ MO_DET_M THD If the participant is paid monthly and enrolls in a medical plan between the 8th and 15th of the month, then return 75% of the normal monthly price tag. Partial Year Coverage Restriction Determines the maximum coverage amount for partial years of coverage. Allows determinatio n of values other than delivered values of: 1) Standard maximum as defined in the plan. 2) Prorate maximum based on the number of months remaining in the plan year. " Amount
- 127. FastFormula 1-111 Formula Type Description Contexts Input Values Return Value Sample Rule Partial Month Effective Date Determinatio n Determines which value to use: Date Earned, Pay Period End Date, or Payment Date. This tells the proration process which date to use when determining how many pay periods remain, and when the element entry should start. " One of the Values of : BEN_PRTL_ MO_EFF_DT _DET Lack Certification Allow Reimburseme nt Identifies cases where certification is waived. " Y/N Compensatio n Object Selection Determines which compensation objects are to be included for processing in a concurrent manager process. " Y/N Run the default process for the flex and nonflex programs only. Participation process selection mode: determine eligibility for all compensation objects that use derivable factors.
- 128. 1-112 Oracle Human Resources Management Systems FastFormula User Guide Formula Type Description Contexts Input Values Return Value Sample Rule Person Selection Determines which people are to be included for processing in a concurrent manager process. " Y/N Select all ex-participant s who were working at a specific organization. Verify Family Member Determines whether the person has one or more contacts of a specific type or types, e.g. spouse, spouse and one child, more than one child. " Y/N Five Percent Owner Determines for this plan and regulation whether the person is a five percent owner as defined in the regulation. " Y/N
- 129. FastFormula 1-113 Formula Type Description Contexts Input Values Return Value Sample Rule Highly Compensated Determines for this plan and regulation whether the person is considered to be "highly compensated " as defined in the regulation. " Y/N Key Employee Determines for this plan and regulation whether the person is considered to be a "key employee" as defined in the regulation. " Y/N Break in Service Value Break in Service Value " Amount Break in Service Determinatio n Determines whether a break in service has occurred and if this break should not be ignored. " Y/N
- 130. 1-114 Oracle Human Resources Management Systems FastFormula User Guide Formula Type Description Contexts Input Values Return Value Sample Rule Contribution Nondiscrimin atory Compares individual employee pretax contribution amounts to total pretax contributions for highly and non-highly compensated persons. " Y/N Coverage Nondiscrimin atory Compares the total number of persons eligible to participate in a plan minus the persons who are not eligible due to legislated allowable factors to the number actually participating. " Y/N
- 131. FastFormula 1-115 Formula Type Description Contexts Input Values Return Value Sample Rule Extract Person Data Element Specifies person or assignment information to be included as a data element item. This rule type can also return the results of a calculation performed on person or assignment information. Business_Gro up_Id, Effective_Dat e, Jurisdiction_ Code, Organization _Id, Assignment_I d Text Extract Person Inclusion Specifies person or assignment level inclusion or exclusion for system extract. " Y/N Communicati on Usage Determines whether a Communcati on Usage requirement has been satisfied. If so, then a communicati on should be triggered for this usage. Business_Gro up_Id, Effective_Dat e, Jurisdiction_ Code, Organization _Id, Assignment Id, Pgm_Id, Pl_Typ_Id, Pl_Id, Ler_Id, Cm_Typ_Id Y/N
- 132. 1-116 Oracle Human Resources Management Systems FastFormula User Guide Formula Type Description Contexts Input Values Return Value Sample Rule Default Enrollment Determines whether this option in plan should be assigned to a person as part of the default enrollment process. Business_Gro up_Id, Effective_Dat e, Jurisdiction_ Code, Organization _Id, Assignment Id, Pgm_Id, Pl_Typ_Id, Pl_Id, Opt_Id, Ler_Id Enrollment Period Start Date Determines the date on which the enrollment period starts. Date Enrollment Period End Date Determines the date on which the enrollment period ends. " Date Pop-Up Message Determines whether a pop-up message displays and it what form. " Y/N For a participant who selects life insurance at 10x salary, display a warning message on the enrollment form if the participant's salary is less than 50k.
- 133. FastFormula 1-117 Formula Type Description Contexts Input Values Return Value Sample Rule Collapse Life Event Resulting Occurred On Date When life events are collapsed this rule determines the date to use for the resulting life event. " Date Collapse Life Event Evaluation Determines whether the life event should be collapsed and deleted, collapsed and voided, or neither. " One of the values of: BEN_EVAL_ DT: Collapse or Void; or leave as is Vested Value Determine the vested percent for a person. Business_Gro up_Id, Effective_Dat e, Jurisdiction_ Code, Organization _Id, Assignment Id, Pgm_Id, Pl_Typ_Id, Pl_Id, Opt_Id, Ler_Id, Balance_Date Percent
- 134. 1-118 Oracle Human Resources Management Systems FastFormula User Guide Formula Type Description Contexts Input Values Return Value Sample Rule Change Dependent Coverage Used to determine if a dependent can be 'Added Only', 'Removed Only', Added and Removed', or 'Neither'. Business_Gro up_Id, Effective_Dat e, Jurisdiction_ Code, Organization _Id, Assignment Id, Pgm_Id, Pl_Typ_Id, Pl_Id, Opt_Id, Ler_Id Y/N Evaluate Life Event Determines if this life event is valid, or if the life event information needs to be changed, e.g. status, voided date, unprocessed date. Business_Gro up_Id, Effective_Dat e, Jurisdiction_ Code, Organization _Id, Assignment Id, Ler Id Y/N, status code, unprocessed date, processed date. Maximum Waiting Period Date to Use Determines the low date from which the maximum waiting period will be calculated (e.g., original hire date or rehire date). " Date
- 135. FastFormula 1-119 Formula Type Description Contexts Input Values Return Value Sample Rule Waiting Period Value and UOM Determines the waiting period and unit of measure to be applied to a person. " Amount and UOM Maximum Period of Enrollment Value and UOM Determines the maximum enrollment period and unit of measure for a compensation object. " Amount and UOM Person Change Causes Life Event Determines whether this life event is valid for a person based on the data that changed. " Y/N Related Person Change Causes Life Event Determines whether this life event is valid for a related person based on the data that changed. " Y/N
- 136. 1-120 Oracle Human Resources Management Systems FastFormula User Guide Formula Type Description Contexts Input Values Return Value Sample Rule Participant Eligible to Rollover Determines whether this person may roll over flex credits into a particular compensation object. Business_Gro up_Id, Effective_Dat e, Jurisdiction_ Code, Organization _Id, Assignment Id, Pgm_Id, Pl_Typ_Id, Pl_Id, Opt_Id, Ler_Id, Balance_Date Y/N Payment Must Be Received Determines whether a payment is missing or late. " Y/N Life Event Reason Timeliness Determines whether a life event has been reported in a timely manner. Business_Gro up_Id, Effective_Dat e, Jurisdiction_ Code, Organization _Id, Assignment Id, Pgm_Id, Pl_Typ_Id, Pl_Id, Opt_Id, Ler_Id Y/N
- 137. FastFormula 1-121 Formula Type Description Contexts Input Values Return Value Sample Rule Required Period of Enrollment Determines the earliest deenrollment date for a person's electable choice for a compensation object. " Date Rate Lower Limit Calculates an amount used to determine the lower limit value to which an activity rate or variable rate value is compared. Business_Gro up_Id, Effective_Dat e, Jurisdiction_ Code, Organization _Id, Assignment Id, Pgm_Id, Pl_Typ_Id, Pl_Id, Opt_Id, Ler_Id, Balance_Date Amount Rate Upper Limit Calculates an amount used to determine the upper limit value to which an activity rate or variable rate value is compared. " Amount
- 138. 1-122 Oracle Human Resources Management Systems FastFormula User Guide Formula Type Description Contexts Input Values Return Value Sample Rule Coverage Lower Limit Calculates an amount used to determine the lower limit for an activity or variable coverage or benefit. " Amount Coverage Upper Limit Calculates an amount used to determine the upper limit for an activity or variable coverage or benefit. " Amount Premium Lower Limit Calculates an amount used to determine the lower limit for an activity or variable premium. " Amount Premium Upper Limit Calculates an amount used to determine the upper limit for an activity or variable premium. " Amount
- 139. FastFormula 1-123 Formula Type Description Contexts Input Values Return Value Sample Rule Maximum Period of Enrollment Period of Enrollment Rule determines whether a person has been enrolled for the maximum length of time allowed for a plan or option in a plan. Business_Gro up_Id, Effective_Dat e, Jurisdiction_ Code, Organization _Id, Assignment Id, Pgm_Id, Pl_Typ_Id, Pl_Id, Opt_Id, Ler_Id Y/N Maximum Period of Enrollment Determinatio n Date Determines the low date to be used when determining whether the person has been enrolled in a plan or option in plan for the maximum period of time. Business_Gro up_Id, Effective_Dat e, Jurisdiction_ Code, Organization _Id, Assignment Id, Pgm_Id, Pl_Typ_Id, Pl_Id, Opt_Id, Ler_Id Date Partial Month Proration Value Calculation Calculates a value for a partial month enrollment. " Percent Variable Rate Add On Calculation Calculates a new value when a variable rate result is used. " Result of the Variable Rate Calculation Amount Multiply the result by 102%.
- 140. 1-124 Oracle Human Resources Management Systems FastFormula User Guide Formula Type Description Contexts Input Values Return Value Sample Rule Segment Costing Method Determines how an amount is to be costed based on the segment in the COST KEY ALLOCATIO N KEY FLEXFIELD. " Key Cost Allocation Flexfield Segment Extract Enrollment Data Element Specifies enrollment information to be included as a data element item. This formula type can also return the results of a calculation performed on enrollment information. Business_Gro up_Id, Effective_Dat e, Assignment Id, Pl_Id, Opt_Id, Ler_Id Text Maximum Credit Rollover Value Determines the maximum amount a person may rollover to another plan or option in plan. Business_Gro up_Id, Effective_Dat e, Jurisdiction_ Code, Organization _Id, Assignment Id, Pgm_Id, Pl_Typ_Id, Pl_Id, Opt_Id, Ler_Id Amount
- 141. FastFormula 1-125 Formula Type Description Contexts Input Values Return Value Sample Rule Default Excess Credit Treatment Determines how any excess credits are to be allocated. Business_Gro up_Id, Effective_Dat e, Jurisdiction_ Code, Organization _Id, Assignment Id, Pgm_Id, Pl_Typ_Id, Pl_Id, Opt_Id, Ler_Id One of the values in BEN_DFLT_E XCS_TRTMT _CD Prorate Annual Election Value Determines how a minimum or maximum annual election value is prorated. Business_Gro up_Id, Effective_Dat e, Jurisdiction_ Code, Organization _Id, Assignment Id, Pgm_Id, Pl_Typ_Id, Pl_Id, Opt_Id, Ler_Id Amount Extract Post Process This formula type provides additional system extract processing and is called after all extraced records are written. Business_Gro up_Id, Effective_Dat e EXT_RSLT_I D (this is found on ben_ext_rslt and ben_ext_rslt_ dtl tables). Nothing. All processing should be via formula function. Commit will occur in calling program. Allows you to insert intermittent totals, delete records, change sorting, format fields, update values, etc.
- 142. 1-126 Oracle Human Resources Management Systems FastFormula User Guide Formula Type Description Contexts Input Values Return Value Sample Rule Eligibility Access Calculation Returns a person's value for a user-defined criteria so it can be evaluated in the eligibility determinatio n process. Business_Gro up_Id, Assignment Id, Date_Earned (life event occurred date or effective date), Organization _Id, pgm_id, pl_id, opt_id, ler_id, pl_typ_id None Criteria (and subcriteria) values For a user-defined criteria of "Works more than 30 hours per week", rule returns Y or N according to the information stored on the person's work schedule. Preferential Rate Calculation For a given criteria rate definition, if an employee is found eligible for multiple rates by the Rate by Criteria API, the Preferential Rate Calculation formula can resolve which of these rates/ combination of rates must be paid to the employee. BUSINESS_G ROUP_ID, ASSIGNMEN T_ID, DATE_EARN ED, ORGANIZAT ION_ID, JURISDICTIO N_CODE PQH_RBC_P ERSON_ID, PQH_RBC_C RIT_RATE_D EFN_ID, MIN_1, MID_1, MAX_1, DFLT_1, MIN_2, MID_2, MAX_2, DFLT_2, MIN_3, MID_3, MAX_3, DFLT_3, MIN_4, MID_4, MAX_4, DFLT_4, MIN_5, MID_5, MAX_5, DFLT_5, MIN, MID, MAX, DFLT Preferred rate for people in the Sales organization is the maximum eligible rate; for people in the Marketing organization, preferred rate is the average of the eligible rates.
- 143. FastFormula 1-127 Benefit Uplift Formulas for Spain Oracle HRMS enables you to override the benefit uplift amount for an employee set at the legal employer level while recording the employee's absence. You can use Oracle FastFormula to create the Benefit Uplift Daily Rate and the Benefit Uplift Duration Formula to calculate the amount based on employee's gross pay. See:Oracle FastFormula, page 1-1 Benefit Uplift Daily Rate Formula Use the Benefit Uplift Daily Rate formula to calculate the benefit uplift amount for an employee depending on the daily rate of the gross pay. This formula returns a percentage rate of the gross pay applicable to the absence and the number of days paid at that percentage. For example, you can have an employer paying 100% of Gross Pay for the first 90 days of sickness and at 60% for 270 days. You attach this formula at the legal employer level to enable the application to calculate the benefit amount. The formula must return the following value: Return GROSS_PAY_PER_DAY Benefit Uplift Duration Formula Use the Benefit Duration formula to calculate the benefit uplift amount for an employee depending on the daily rate of gross pay. The formula returns the number of days paid at the percentage. This formula considers the absence start and end dates for an employee. The formula must return the following values: Return RATE1, VALUE1, RATE2, VALUE2, RATE3, VALUE3, RATE4, VALUE4, RATE5, VALUE5, RATE6, VALUE6, RATE7, VALUE7, RATE8, VALUE8, RATE9, VALUE9, RATE10, VALUE10 Writing Formulas for Accrual Plans Each accrual plan needs to be associated with two formulas: an accrual formula to calculate gross PTO entitlement to date and a Carry Over formula to be called by the carry over process at the end of the accrual term. You can also associate a third formula to be called by BEE (Batch Element Entry) validation for entries to the absence element associated with the accrual plan. This Ineligibility formula checks whether an assignment is eligible to use accrued PTO. It must calculate the end of the ineligibility period in the same way as the Accrual formula for the plan. This formula is not required if you enter the ineligibility period for a plan in the Accrual Plan window. Some formulas are seeded, see Seeded Accrual Type Formulas, Oracle Time & Labor Implementation and User GuideYou can use these as supplied, edit them, or write your own formulas to provide the plan rules you require. This topic explains:
- 144. 1-128 Oracle Human Resources Management Systems FastFormula User Guide • The formula types for formulas associated with accrual plans • The required inputs and outputs for Accrual, Carry Over, and Ineligibility formulas • Checks you must include in your Accrual formulas to avoid errors For a sample Accrual formula and suggestions on how to change it to incorporate a whole range of plan rules, see: Sample Accrual Formula, page 1-157 Formula Types There are a number of formula types for formulas associated with accrual plans. You must define your formulas as the appropriate types or they will not be available for selection in the Accrual Plan window. Formula Type Displays on list of values for . . . Use for . . . Accrual Accrual Formula field The top level formula that calculates PTO entitlement for a plan Accrual Subformula -- Any formulas called by the top level formula, such as formulas for calculating the entitlement per period. Accrual Carryover Carryover Formula field The formula to be called by the Carry Over process. Accrual Ineligibility Ineligibility Formula field The formula to be called by BEE (if required) to specify whether an assignment is eligible to use accrued PTO. Required Inputs and Outputs If you write your own formulas for accrual plans, you must use the following INPUTS and RETURN statements. Do not add extra lines to these statements. You can use functions or database items to get extra inputs. The following values are available as contexts for all the accrual formula types (and therefore you do not need to retrieve them as inputs or database items): • ASSIGNMENT_ID • DATE_EARNED
- 145. FastFormula 1-129 • ACCRUAL_PLAN_ID • BUSINESS_GROUP_ID • PAYROLL_ID Some formula functions have been defined specially for Accrual type formulas. They require some or all of these contexts and they return values need for the accrual calculation, such as total absences, accrual band, and period dates. See: Functions for Accrual Type Formulas, page 1-47. You can define and register any other functions you require. Inputs and Outputs for Accrual Formulas INPUTS ARE Calculation_Date (date) ACCRUAL_START_DATE (date) ACCRUAL_LATEST_BALANCE /* Formula body */ RETURN total_accrued_pto, effective_start_date, effective_end_date, accrual_end_date Input Description Calculation_Date The date up to which accrual will be calculated Accrual_Start_Date The date to begin calculating accrual. If null, accruals are calculated from beginning of the accrual term. Accrual_Latest_ Balance The latest balance for the accrual term up to the day before Accrual_Start_Date. The latest balance is held in a payroll balance. Note: The Accrual_Start_Date and Accrual_Latest_Balance inputs are required only if your accrual plan uses a payroll balance to store gross accruals. Output Description total_accrued_pto Gross accrued PTO this term
- 146. 1-130 Oracle Human Resources Management Systems FastFormula User Guide Output Description effective_start_date Start date of accrual, which is normally the start of this accrual term, but may be plan enrollment date, hire date, adjusted service date, or other, depending on plan rules. effective_end_date Normally the calculation date, but should be the termination date if the employee has been terminated, or the end date of the plan element entry if the employee has left the plan. accrual_end_date This is an optional output. In the seeded formulas it is the end of the last full accrual period before the calculation date (because these formulas do not take account of partial accrual periods). Inputs and Outputs for Carry Over Formula INPUTS ARE calculation_date (date), accrual_term (text) /* formula body */ RETURN max_carryover, effective_date, expiry_date, process Input Description calculation_date Any date falling within an accrual term accrual_term 'PREVIOUS' or 'CURRENT' indicating whether to return the last date of the accrual term spanning calculation_date, or the accrual term previous to that spanning calculation date.
- 147. FastFormula 1-131 Output Description max_carryover Maximum amount the employee can carry over, which may be dependent on an accrual band. effective_date The last date of an accrual term (either current or previous, as determined by the input). For example, this would be 31-DEC-YYYY for an accrual plan based on calendar years. expiry_date The date by which employees must use carried over PTO, otherwise they lose it. This output is optional. process Set to Yes by default. This means that the max_carryover amount is returned. If you set it to No, max_carryover is set to Null by the Carry Over process Inputs and Outputs for Ineligibility Formula INPUTS ARE calculation_date (date), /* formula body */ RETURN assignment_eligible Input Description calculation_date The effective date of the element entry. Output Description assignment_eligible 'Y' or 'N'. If Y, BEE creates the entry to the absence element (assuming all other validation is successful). If N, BEE creates a warning on the batch line for the absence entry.
- 148. 1-132 Oracle Human Resources Management Systems FastFormula User Guide Checks You Must Include In Your Accrual Formulas You may notice that the seeded formulas contain statements to check a number of dates to see whether an employee is eligible to accrue any PTO. Be sure to include these checks in your formulas too. Termination Date Check whether there is a termination date for the assignment. If the termination date is before the calculation date, calculate accrual as of the termination date. If your formula does not handle partial accrual periods, check whether the termination date is before the end of the first accrual period; if yes, set gross accrual to zero. Enrollment End Date Check whether there is an end date for the assignment's enrollment in the plan. If the end date is before the calculation date, calculate accrual as of the end date. If your formula does not handle partial accrual periods, check whether the end date is before the end of the first accrual period; if yes, set gross accrual to zero. Calculation Date If the calculation date is before the end of the first accrual period, set gross accrual to zero (unless your formula handles partial accrual periods). Hire Date Check the employee's hire date or continuous service date. If your formula handles partial accrual periods, check that this date is before the calculation date, and if not, set the gross accrual to zero. If your formula does not handle partial periods, check that this date is before the start of the last full accrual period used in the current calculation. If the employee has not worked for a full accrual period before the calculation date, set the gross accrual to zero. Start Date for New Plan Participants Check when the employee should start to accrue time. This is typically the date of enrollment in the plan or (if your formula does not handle partial accrual periods) the first period starting on or after the date of enrollment in the plan. If this date (or period) is after the calculation date (or period), set the accrual to zero. Note: The seeded and sample formulas also show how to incorporate other start dates in your plan, such as six months after hire date, or start of calendar year after hire date.
- 149. FastFormula 1-133 Ineligibility Period Check any ineligibility period (which is a time when a new participant accrues time but cannot use it, so it does not appear credited to him or her until the end of the period). If the eligibility period is still in force at the calculation date (or, if your formula does not handle partial accrual periods, on the end date of the last accrual period used in the calculation) set the gross accrual to zero. Inactive Assignment Check whether the employee's assignment has been active throughout the period for which you are calculating accruals. Depending on your plan rules, your employees might not accrue time when their assignments are inactive, or they might accrue time at a reduced rate. You can use the function GET_ASG_INACTIVE_DAYS to check the assignment status on each day from period start date to period end date and return the number of inactive working days. Writing Formulas To Calculate Absence Duration You can write a formula to calculate absence duration automatically when a user enters an absence start and end date, or time. Your localization team may have written a formula, which the system will use by default. However, if you need a configured formula to take account of special work hours or shift patterns, you can create a new formula that will override the supplied one. You can create one formula for each Business Group. Your formula must be called: BG_ABSENCE_DURATION. You must select the formula type QuickPaint. The formula inputs must be: • days_or_hours (units for the duration: D or H) • time_start, time_end • date_start, date_end The formula outputs must be: • duration (the calculated value or FAILED) • invalid_msg (optional - an error message name) Use the supplied example formula (TEMPLATE_ABSENCE_DURATION) as the basis for your formulas.
- 150. 1-134 Oracle Human Resources Management Systems FastFormula User Guide Entitlement You can write a formula to be used to calculate whether a person is eligible to receive a collective agreement entitlement. This can be used when defining an eligibility profile to be used in conjunction with a collective agreement, instead of selecting criteria elements. You select the formula as a rule when defining the eligibility profile. Your formula name can be whatever you like. You must select the formula type CAGR. There are no formula inputs for this formula type. The formula outputs depend on the category of the entitlement with which this formula is to be used. If the category is Absence, Payroll, or Assignment, then the output values are: • Value • Range From • Range To If the category is Pay Scale, then the output values are • Parent_Spine_ID • Step_ID • From_Step_ID • To_Step_ID • Grade_Spine_ID The contexts for this formula type are: • BUSINESS_GROUP_ID • PAYROLL_ID • ASSIGNMENT_ID • DATE_EARNED • ORGANIZATION_ID • TAX_UNIT_ID • PERSON_ID Use the supplied example formulas HR_CAGR_TEMPLATE (for Absence, Payroll, or
- 151. FastFormula 1-135 Assignment categories) and HR_CAGR_PYS_TEMPLATE (for Pay Scale categories) as the basis for your formulas. Editing Assignment Set Formulas Assignment set formulas do not normally need to be edited. If, however, you enter multiple criteria to define an assignment set, with conditions joined by AND or OR, you may want to edit the formula to change the brackets in the generated conditions. This changes the order in which the conditions are tested. To view an assignment set formula, query it in the Formula window. The formula type is Assignment Set and the formula name is the same as the assignment set name. To edit an assignment set formula, make a copy, as for a QuickPaint formula. Writing Formulas for Templates There are several ways you can use formulas to configure the people management templates: • A Template Validation formula can check values entered in a field. • A Template Information formula can specify information to be displayed from the right mouse menu when a user right-clicks in a field. • A People Management Message formula can return a text string to display in the Assignment field on the Maintenance window and in the Data Organizer. • A People Management Message formula can return message tokens that you can use in a notification message issued from template forms. Template Validation Formulas If you use a formula to validate user entries in template fields, you must observe the following rules: • Select the formula type Template Validation in the Formulas window. • There can be up to five inputs, and they must be called item1, item2, item3, item4, and item5. • The formula can return up to three outputs, which must be named as follows: • Status, which must have the value 's' if the validation was successful. Any other value is interpreted as an error. • Message, which is a text variable. The formula can return a message with validation statuses of success, failure, or both.
- 152. 1-136 Oracle Human Resources Management Systems FastFormula User Guide • Item, which is the new value of the field that is being validated. After creating the formula, you select it in the Validation Formula property for the field when you are setting up the template in the People Management Configurator. You can also enter up to five parameters to be passed to the formula, including the value you are validating. For example, you might enter the name of another field on the template if you want the formula to cross-validate the value in one field against another. Example Here is a formula that validates the entry in the Organization field on the Maintenance window. It raises an error if the entry is not Corporate Finance. /* Updateable Values Section */ /* Defaults Section */ /* Inputs Section */ INPUTS ARE item1 (text) /* Main Body of Formula */ organization_name = item1 status = 's' message = ' ' IF organization_name <> 'Corporate Finance' THEN ( message = 'Organization must be Corporate Finance' status = 'f' ) RETURN message, status When you are setting up the template in the People Management Configurator, select the Organization (Maintain) item. Select the name of your formula as the Validation Formula property and select Organization (Maintain) as the Validation Formula Parameter 1 property. This passes and validates the value the user enters, not any codes or table identifiers to which it may be related.
- 153. FastFormula 1-137 Template Information Formulas If you write a formula to return additional information for a field, you must observe the following rules: • Select the formula type Template Information in the Formulas window. • There can be up to five inputs, and they must be called item1, item2, item3, item4, and item5. • The formula can return one text output, which must be called Message. This is the information that is displayed when the user right clicks in the field and selects a prompt that you define in the right mouse menu. After creating the formula, you select it in the Information Formula property for the field when you are setting up the template in the People Management Configurator. You can also enter up to five parameters to be passed to the formula. For example, if you were specifying an information formula for the job field, you might enter the name of the organization field so that the formula can return different additional job information depending on the organization. Example Here is a formula that returns contact information to be displayed from the Supervisor field. /* Updateable Values Section */ /* Defaults Section */ DEFAULT FOR sup_work_phone IS ' ' DEFAULT FOR sup_email_address IS ' ' /* Inputs Section */ /* Main Body of Formula */ message = 'Supervisor Contact Details||CHR(10)||'Telephone: '||sup_work_phone||CHR(10)||'Email: '||sup_email_address RETURN message People Management Message Formula for Assignment Field Applicant and employee assignments are listed by name in the Data Organizer in the template Summary window and in the Assignment field on the Maintenance window. Since assignments do not have names, you can choose what assignment information is
- 154. 1-138 Oracle Human Resources Management Systems FastFormula User Guide displayed as a name to help your users select the assignments they want to work with. By default, assignments are identified as <job>.<organization>, such as Senior Manager.Engineering. However, you can choose any other database items to display. If you want to override the default, write a formula (of type People Management Message) called ASSIGNMENT_NAME. This formula must return a text string. If there is no formula called ASSIGNMENT_NAME on the database, the system uses the predefined formula QH_ASSIGNMENT_NAME. The QH_ASSIGNMENT_NAME formula is as follows: /* Updateable Values Section */ /* Defaults Section */ DEFAULT FOR asg_job IS ' ' DEFAULT FOR asg_org IS ' ' /* Inputs Section */ /* Main Body of Formula */ assignment_name = asg_job||'.'||asg_org RETURN assignment_name People Management Message Formulas for Message Tokens If you write a formula to return messge tokens, you must observe the following rules: • Select the formula type People Management Message in the Formulas window. • The formula must have the same name as the notification message that will use the tokens. • The formula can return up to five text outputs, which must be named FF1, FF2, FF3, FF4 and FF5. Example Suppose you want to include an employee's preferred name in a New Hire notification. The New Hire notification is called NEW_STARTER, so you create a formula of the same name that returns this name in the variable FF1: /* Updateable Values Section */ /* Defaults Section */
- 155. FastFormula 1-139 DEFAULT FOR per_known_as IS ' ' /* Inputs Section */ /* Main Body of Formula */ FF1 = per_known_as RETURN FF1 Then you edit the New Hire notification to include the FF1 variable. For example: Please note, that we have a new employee as of &HIRE_DATE. They are &FULL_NAME (&EMPLOYEE_NUMBER). Known as: &FF1. Their new job details are: Position: &POSITION Job: &JOB Organization: &ORGANIZATION Location: &LOCATION Writing Proration Formulas When the payroll run encounters an event (such as a grade change) that you have defined as a proration event for the element being processed, it creates two run results for the element--one for the payroll period up to the day before the event, and one from the date of the event to the end of the period. You must define a formula to handle this proration processing for the element. There are two ways to do this: • Edit the element's Oracle Payroll formula so that it can handle proration, or • Create an additional formula to run after the Oracle Payroll formula only in periods when a proration event is encountered. You select this formula in the Proration Formula field on the Proration tab of the Element window. Using a separate proration formula has the advantage that proration takes place even when you enter a pay value directly on the element entry. Embedding the proration calculation in the Oracle Payroll formula avoids the overhead of calling the second formula in periods when proration events occur. If you want to write a proration formula, you must follow these rules: • Select the formula type Payroll Run Proration. • The formula inputs can be:
- 156. 1-140 Oracle Human Resources Management Systems FastFormula User Guide • any of the element input values • prorate_start (DATE) • prorate_end (DATE) • The formula outputs can be: • any of the element input values Your localization team may have created example formulas that you can use as the basis for your own formulas. Writing Formulas for EEO Employment Categories Use Oracle FastFormula to map your employment categories to the output values required for EEO4 and EEO5 reports. The EEO reports pick the list of employment categories from the formula. Your formula must have the name PQH_EMPLOYMENT_CATEGORY, and the formula type must be Element Input Validation. If you want to use this formula, you must define it for each business group. If you do not create a formula for employment categories, the default employment category list is used: • FR - Full-time regulars • FT - Full-time temps • PR - Part-time regulars • PT - Part-time temps The formula output values are: • Full_Time_Regulars • Full_Time_Temps • Part_Time_Regulars • Part_Time_Temps In the example below, employees with employment categories FR and FRD are treated as full-time regulars; those with employment categories FT, FTL, and FTJ are treated as full-time temporaries; those with PR are treated as as part-time regulars; and those with PT are treated as part-time temporaries.
- 157. FastFormula 1-141 /*Comma separated list of the employment categories with no spaces in between */ full_time_regulars = 'FR,FRD' full_time_temps = 'FT,FTL,FTJ' part_time_regulars = 'PR' part_time_temps = 'PT' RETURN full_time_regulars, full_time_temps, part_time_regulars, part_time_temps; Writing Formulas for Person Number Generation When automatic local person numbering is in effect, Oracle HRMS allocates numbers for a person type (employees, contingent workers, or applicants) from a number sequence that is specific to the business group. When global person numbering is in effect, Oracle HRMS allocates numbers for a person type from a single global sequence across all business groups. You can write a formula of type Person Number Generation to generate a global custom number sequence in place of the default local or global sequence. Once you have defined and validated a formula, Oracle HRMS executes the formula whenever automatic person numbering is active and a person number is required. Formula Names and Parameters The formula names for the Person Number Generation type are: • EMP_NUMBER_GENERATION (for employee numbers) • APL_NUMBER_GENERATION (for applicant numbers) • CWK_NUMBER_GENERATION (for contingent worker numbers) You can define only one formula for each person type. Important: You must define person number generation formulas in the Setup business group, and they must have the names shown here. The formulas have no effect if you define them in any other business group or if you do not use the specified names. The formula context value is Business Group ID. The formula inputs are:
- 158. 1-142 Oracle Human Resources Management Systems FastFormula User Guide • Legislation code • Person type • Person number • Party ID • Person ID • Date of birth • Start date (which is the hire date for employees, the latest start date for applicants, and the placement start date for contingent workers) • National identifier The person number and person ID parameters are null when you create a new person record and nonnull when you update an existing person record. Although you cannot change a person number when you update a person record, Oracle HRMS checks that the number is valid. If the number is not valid (for example, if it is null), Oracle HRMS may execute the person number generation formula. The formula outputs are: • Next person number • Completion message (for example, an error message) The following general rules apply to person number formulas: • Gaps in the number sequence are valid. • Oracle HRMS checks that numbers from a custom sequence are unique in the business group. • A custom number sequence applies to all business groups. However, you can write a formula that works differently in each business group. • You can manage other business needs in the logic of the formula. For example, you may want employees to keep their employee numbers when they transfer to different business groups. HR: Use Global Person Numbering Option To use the default global person number sequence for a person type, you run the process "Change automatic person number generation to global sequencing," for the person type (Applicant, Contingent Worker, or Employee). This process sets the appropriate user profile option (HR: Use Global Applicant Numbering, HR: Use Global Contingent Worker Numbering, or HR: Use Global Employee Numbering) to Yes.
- 159. FastFormula 1-143 You do not need to run this process if you define a valid custom formula. The HR: Use Global Person Numbering options control the default global person number sequences only. If you both define a valid formula for generating person numbers and run the process "Change automatic person number generation to global sequencing," Oracle HRMS writes this message to the log: "A valid custom formula for generating person numbers exists. The default global number sequence will not be used." However, if the custom formula becomes invalid or you delete it, Oracle HRMS switches to the default global person number sequence because the profile option is set to Yes. Otherwise, Oracle HRMS switches to the default local sequence. See Writing or Editing a Formula, page 1-146 Writing Formulas for Rating Competencies and Objectives During an appraisal, you can: • Allocate performance, proficiency, and weighting values to individual competencies. HRMS supplies standard formulas that calculate a competency line score (the overall rating for an individual competency) based on specified combinations of each appraisal participant's performance, proficiency, and weighting values. Alternatively, you can define a formula to calculate competency line scores. This formula is of type Appraisal Competency Line Scoring. • Allocate performance ratings to individual objectives. You can select each rating from a predefined performance-rating scale that you identify in the objective assessment template. Alternatively, you can define a formula to calculate ratings for individual objectives. This formula is of type Appraisal Objective Line Scoring. • Allocate an overall rating to the appraisee. You select this value from the final-rating scale identified in the appraisal template. Alternatively, the application can set this value automatically by calculating a total score for the appraisal based on the final scores for competencies and objectives. This value appears as the appraisee's suggested overall rating in the Final Ratings page of the appraisal. To produce this value, you write a formula of type Appraisal Total Scoring. For more information about how the application calculates competency and objective scores, see Assessing Competencies and Objectives, Oracle HRMS Workforce Sourcing, Deployment, and Talent Management Guide Appraisal Objective Line Scoring The formula context values are: • BUSINESS_GROUP_ID • ASSIGNMENT_ID
- 160. 1-144 Oracle Human Resources Management Systems FastFormula User Guide • ORGANIZATION_ID • PERSON_ID • DATE_EARNED (effective date) The formula input values are: • performance (number) • weighting (number) • line_object_id (number) • appraisal_id (number) • appr_template_id (number) • appr_system_type (text) • appr_type (text) The formula output value is line_score (number). HRMS provides sample formulas PERF and PERF_X_WEIGHTING. See: Sample Appraisal Objective Line Scoring Formulas, page 1-202 Appraisal Competency Line Scoring The formula context values are: • BUSINESS_GROUP_ID • ASSIGNMENT_ID • ORGANIZATION_ID • PERSON_ID • DATE_EARNED (effective date) The formula input values are: • performance (number) • proficiency (number) • weighting (number) • line_object_id (number)
- 161. FastFormula 1-145 • appraisal_id (number) • appr_template_id (number) • appr_system_type (text) • appr_type (text) The formula output value is line_score (number). HRMS provides sample formulas PERF_X_WEIGHTING, PERF_X_PROF, and PROF_X_WEIGHTING. See: Sample Appraisal Competency Line Scoring Formulas, page 1-206 Appraisal Total Scoring The formula context values are: • BUSINESS_GROUP_ID • ASSIGNMENT_ID • ORGANIZATION_ID • PERSON_ID • DATE_EARNED (effective date) The formula input values are: • competency_score (number) • objective_score (number) • appraisal_id (number) • appr_template_id (number) • appr_system_type (text) • appr_type (text) The formula output value is final_rating (number). Note that the Appraisal Total Score formula must return a rating level ID associated with a level from the final-rating scale identified in the appraisal template. The application generates rating level IDs automatically. For simplicity, the sample Appraisal Total Score formulas return a level value (such as 1, 2, or 3) rather than the required rating level ID. To obtain the rating level ID: 1. In the Rating Scales window, query the final-rating scale identified in the appraisal
- 162. 1-146 Oracle Human Resources Management Systems FastFormula User Guide template. 2. Select the first level value (for example, 1). 3. From the Help menu, select Diagnostics, then Examine. The Examine Field and Variable Values window appears. 4. Select the Field value RATING_LEVEL_ID. The rating level ID appears in the Value field. Repeat this procedure for each level in the rating scale. HRMS provides sample formulas AVG_COMP_AND_OBJ and SUM_COMP_AND_OBJ. See: Sample Appraisal Total Scoring Formulas, page 1-212 Writing or Editing a Formula You can choose one of the following methods to write and edit formulas: • FastFormula Assistant, which you can use to make changes without keeping date-tracked records of your formulas or if you are new to formulas • Formula window, which you can use to make changes and keep the date-tracked history of your formulas To write or edit a formula using the FastFormula Assistant: 1. Navigate to the Total Compensation : Basic menu and select the FastFormula Assistant option that you require. The Global FastFormula Assistant option provides access to formulas across all business groups whereas the FastFormula Assistant option provides access to all formulas in the current business group only. 2. Follow the instructions on the FastFormula Assistant pages to find out how to write and edit your formulas. To write or edit a formula using the Formula window: 1. Set your effective date to the date when you want to begin using the formula. 2. To write a new formula, enter the formula's name and select a type. To edit an existing formula, query its name. Note: You cannot create formulas that exceed 64K in the Formula window. You must split longer formulas into two. 3. Choose the Edit button to open a blank Edit Formula window where you can write
- 163. FastFormula 1-147 a new formula, or modify an existing one. 4. If you want to select database items, choose the Show Items button to display the Database Items window and run a query. Copy and paste items from this window to the Edit Formula window. 5. If you want your formula to use input value names that have been translated from English, choose the Input Values button. The Input Values window always displays translated names if translated names exist. To include translated input value names in your formula text, select the translated name and then choose the Paste Input button to paste to your formula text. 6. When you finish writing or editing the formula, choose the Verify button to compile it. This process identifies any syntax errors in your formula. Note: Once you have compiled any formula, new functions or changes to existing functions made after the first time you compile, are not used. You must logout of Oracle HRMS and login again. You can now compile your formula and the new functions and/or changes to existing functions will be included. 7. When the formula is verified successfully, save it. 8. Your next step depends on the type of formula: • If the formula is of type Oracle Payroll, you must associate it with an element in the Formula Result Rules window. • If the formula is of type Element Skip, you select it in the Skip Rule field of the Element window. • If the formula is of type Element Input Validation, you select it in the Formula field of the Input Values window when you are defining an element. • If the formula is of type User Table Validation, you select it in the Formula field of the Columns window when you are defining a user table structure. • If the formula is of type Accrual, Accrual Carryover, or Accrual Ineligibility, you select it in the Accrual Plan window. • If the formula is of type Accrual Subformula, you call it from another formula of type Accrual. • If the formula is used for benefits administration, you select the formula in the Rules field of the appropriate benefits window.
- 164. 1-148 Oracle Human Resources Management Systems FastFormula User Guide Test your formula in the situation you intend to use it (such as, in a test payroll run) to ensure it contains no logical errors. Writing Payroll Formulas for Elements If you have defined your own payroll elements, you can write formulas to calculate earnings and deductions. For guidance on writing efficient payroll calculation formulas, see: Formula Writing Techniques, page 1-16. For important information about using element input values in payroll formulas, see: Input Values in Payroll Formulas, page 1-24. To define elements and their formulas: 1. Design your element and how it will be calculated. 2. Write any formulas required to validate input values (formula type = Element Input Validation). 3. Write a formula, if required, to define the rules for skipping the element during payroll processing (formula type = Element Skip). 4. Define the element, referencing any formulas written in steps 2, page 1-148 and 3, page 1-148. 5. Write the formula or formulas for calculating the run results (formula type = Oracle Payroll). 6. Associate each Oracle Payroll type formula with the element in the Formula Result Rules window, and specify what happens to the formula results for this element. Note: You can associate several formulas with a single element, each one for use with a different employee assignment status. You can also use the same formula for more than one element. In this case, if the formula references pay or input values (through the Inputs statement), each element must have pay and input values with the same names. Writing Formulas for Element Skip Rules If your payroll policies require conditional processing of an element, you can write a formula to define when the run should process the element and when it should skip it. For example, your formula could specify: • process the Union Fees element every run unless the Union_Fees_Paid balance is
- 165. FastFormula 1-149 greater than 10 000. Your skip rule formula must be consistent with other processing rules defined for the element, such as frequency rules, which determine in which period the element is normally processed. Notice that a skip rule cannot contravene any other processing rules in place for the element. You can associate only one element skip rule formula with each element. You must write and validate the formula before you define the element so that you can select the formula from a list on the Element window. Note: Mexican elements do not employ skip rules. To write a formula defining a skip rule: 1. Select formula type Element Skip in the Formulas window. 2. Use as many input values as you require. The formula must set and return a local variable of type text, and this variable must be called skip_flag. If the returned value of this variable begins with the letter y (such as 'Yes'), all processing for the element is skipped. Otherwise the element processes as normal. The following example of a skip rule formula defines that the Union Fees element is not processed if the Union_Fees_Paid balance is greater than 10 000: IF Union_Fees_Paid > 10000 THEN skip_flag = 'yes' ELSE skip_flag = 'no' RETURN skip_flag Copying and Adding Features to a QuickPaint Formula When you save a QuickPaint Report definition, a formula is generated automatically. Formulas generated from QuickPaint do not include conditional logic or calculations. You may want to add these features, for example to sum up compensation elements or to report different data for different assignments. Important: If you want to add features to a generated QuickPaint
- 166. 1-150 Oracle Human Resources Management Systems FastFormula User Guide formula, you must copy the formula and edit the copy. If you edit the original, your edits will be overwritten if the formula is regenerated from the QuickPaint definition. To make a copy of a QuickPaint formula: 1. In the Formula window, query your QuickPaint formula. It has the same name as your QuickPaint report. 2. Choose the Edit button. Select and copy the formula in the Edit Formula window. 3. Choose New Record from the Edit menu. 4. Enter a name for your edited copy and select the type QuickPaint. 5. Paste the text of the QuickPaint formula into the Edit Formula window. 6. Save your work. Writing Formulas for Validation You can use Oracle FastFormula to validate user entries into the element input values, and to user tables that you define. To write a formula for validation purposes: 1. Write and validate the formula. You must do this before you define the element or table, so that you can select the formula from a list in the Element window or Columns window. 2. Define the element or table. 3. Select formula type Element Input Validation or User Table Validation in the Formulas window. Rules to Observe • There must be one input value, of type text, and it must be called entry_value. • The formula must set and return a local variable giving the status of the validation (success or error). This variable must be called formula_status and have the value 's' (success) or 'e' (error). • Optionally, the formula can also return a text variable giving an explanatory message. The returned message variable must be called formula_message and
- 167. FastFormula 1-151 can contain any text. It can be returned with both successful and unsuccessful statuses. • The formula must not return any other results. For an element input value validation formula, you must also observe the following rules: • You cannot use the element's other pay and input values in the formula. • You cannot return a value to another pay or input value. All entry values are stored in the database as text items. Therefore, if you want to validate an entry value as a date or number, you must use Oracle FastFormula's conversion function to convert the text into a date or number type variable. For example: TO_NUM (entry_value) TO_DATE(entry_value,'DD-MON-YYYY') Writing Formulas for Default Assignment Costing You can write a formula to specify the cost allocation key flexfields and their proportions that you use for default assignment costing. Note: As a prerequisite, you must set the profile option HR: Default Assignment Costing to Yes. To write a formula for default assignment costing: 1. Open the Formula window. 2. Required: enter the formula name exactly as below: • PER_DFLT_ASG_COST_ALLOCATION 3. Select a formula Type of Element Input Validation. 4. Enter a Description of the formula. 5. Choose the Edit button. 6. Write the formula. Oracle HRMS provides the following inputs: • assignment_id (number)
- 168. 1-152 Oracle Human Resources Management Systems FastFormula User Guide • business_group_id (number) • position_id (number) • effective_date (date) Note: Because no context is set, do not use FastFormula Database Items. Instead, use functions for complex formulas. Use the sample code below as a guideline in writing your own formula. USE_FORMULA = 'Y' COST_ALLOCATION_KEYFLEX_ID1 = 101 COST_ALLOCATION_KEYFLEX_ID2 = 102 COST_ALLOCATION_KEYFLEX_ID3 = 103 PROPORTION1 = .5 PROPORTION2 = .3 PROPORTION3 = .2 RETURN USE_FORMULA, COST_ALLOCATION_KEYFLEX_ID1, PROPORTION1, COST_ALLOCATION_KEYFLEX_ID2, PROPORTION2, COST_ALLOCATION_KEYFLEX_ID3, PROPORTION3 If the application does not return a value for USE_FORMULA; or, if the value for USE_FORMULA is not equal to 'Y', the default assignment costing will not use the accounts and proportions returned by the formula. Instead, default assignment costing will be calculated based on the position control budget for the business group, if one has been defined. If USE_FORMULA = 'Y',the application creates the default assignment costing with the cost allocation flexfield id (COST_ALLOCATION_KEYFLEX_ID%) and the related proportion (PROPORTION%). • If the COST_ALLOCATION_KEYFLEX_ID% does not contain a valid cost allocation id for the business group,then that entry will be ignored. • If the PROPORTION% is greater than 1, it will be treated as 1.
- 169. FastFormula 1-153 • If the PROPORTION% is less than 0, the entry will be ignored. Writing Formulas for Rate By Criteria Calculations Rate By Criteria (RBC) uses four formula types to help determine eligibility and rate definitions. You call a seeded FastFormula function, RBC_Rate_Retrieval, to pay an employee through Oracle Payroll. The function evaluates the eligible rate for an employee by processing the rate matrixes in the employee's business group. If this function is called in the Payroll formula attached to the element, it returns the Rate By Criteria rate for which the employee is eligible. The element must be associated with a criteria rate definition. Formula Types RBC specifically uses the four formula types below. For further details on each type, see the help topic Total Compensation Formula Types, page 1-93 and the OAB FastFormula Reference Guide [https://metalink.oracle.com/metalink/plsql/showdoc?db=NOT&id=218059.1] on Metalink Formula Type Module Usage Eligibility Access Calculation Eligibility Criteria Aids in setup of user-defined criteria and is evaluated in the eligibility determination process to retrieve the person information value for your criteria. Compensation Calculation Criteria Rate Definition Determines a compensation amount to be used to pay a person from Rate by Criteria. Rounding Criteria Rate Definition Rounds a number to a specified place or decimal. Preferential Rate Calculation Criteria Rate Definition For a given criteria rate definition, if an employee is found eligible for multiple rates by the Rate by Criteria API, the Preferential Rate Calculation formula can resolve which of these rates/ combination of rates the employee receives. The RBC Rate Retrieval Formula Function To call the seeded RBC_Rate_Retrieval function from a formula, declare a local variable within the Element FF text: <local variable1> = RBC_Rate_Retrieval()
- 170. 1-154 Oracle Human Resources Management Systems FastFormula User Guide The function includes predefined contexts, so you include no additional parameters. Defining Global Values Use global values to store information that does not change often, but you refer to frequently, as for example Company Name, or company-wide percentages used in the calculation of certain bonuses. You can use global values as variables in formulas by simply referring to the global value by name. You can never change a global value using a formula. You change global values in the Globals window. Global values are datetracked so you can make date effective changes ahead of time. Global values are available to all formulas within a Business Group. To define a global value: 1. Set your effective date to the date when you want to begin using the global value. 2. Enter a name, data type (number, text, or date), and value. You can also enter a description. Bulk Compiling Formulas Where a formula has more than one version, you can compile all the versions in one process using the Bulk Compile Formulas process. For example, you run this process when you upgrade your legislative information, which contains formulas. The Bulk Compile Formulas process automatically generates the Formula Wrapper. To bulk compile formulas: 1. Select Single Request in the Submit a New Request window. 2. In the Name field, select Bulk Compile Formulas and submit your request. You can define when you want to run this process using the schedule options. Note: If you make any changes to a function after you have compiled a formula that uses it, you need to recompile the formula for the changes to take effect. Generating the Formula Wrapper To get the best performance for executing formulas from PLSQL you need to generate the Formula Wrapper. The Bulk Compile Formulas process automatically generates the Formula Wrapper.
- 171. FastFormula 1-155 Note: You do not need to generate the Formula Wrapper to test a formula. To generate the Formula Wrapper: 1. Select Single Request in the Submit a New Request window. 2. In the Name field, select Generate Formula Wrapper and submit your request. You can define when you want to run this process using the schedule options. Registering a Function You register a new function by naming and defining it, then creating contexts and parameters for it. Contexts are environment values that do not get passed to the function. Where a function requires a mixture of contexts (from the FF_CONTEXTS table) and parameters, the contexts should be listed first in the function header followed by the function parameters. Only the function parameters, however, need to be used to call the function from FastFormula. For example, a function requires eight values: three contexts and five parameters. All eight values are listed in the function header but only the five parameters are used to call the function. You register the class of the function as external. External functions are further PL/SQL functions in addition to the ones already delivered with FastFormula. External functions can use contexts and parameters. To register a new function for Oracle FastFormula: 1. Enter a unique name for the new function. 2. Select date, number or text as its data type. 3. Select external as the class of the function. 4. Enter an alias for the function name if you require an alternative name for it. You can also enter a description to explain what the function is for. The Alias and Description fields are both optional. 5. Enter the definition of the function. Use the format: <package name>.<function name>. 6. Save your entries.
- 172. 1-156 Oracle Human Resources Management Systems FastFormula User Guide To enter context usage and parameter information: 1. Choose the Context Usages button. 2. In the Context Usages window, select as many context items as you require for the function. The data type for each context displays automatically. Note: The functionality that calls FastFormula, that is, QuickPaint or Payroll Processing, determines what contexts FastFormula has access to from the FF_CONTEXTS table. 3. Save your entries. The sequence number of each context is entered automatically when you do this. 4. Close the Context Usages window and choose the Parameters button. 5. In the Parameters window, enter the parameters, or operands, you require to define the function. Type and class display automatically. 6. Check the Optional check box if you want the corresponding parameter to be optional. 7. Check the Continuing check box if you want the function to make more than one call to the parameter. Note: You cannot define a parameter as continuing unless you also make it optional. However, an optional parameter does not have to be continuing. 8. Save your entries.
- 173. FastFormula 1-157 Sample Formulas Sample Accrual Formula This topic suggests how you can implement a whole range of accrual plan rules in your Accrual formula. The suggestions are based on a simple formula, which is similar to the seeded PTO_SIMPLE_MULTIPLIER formula. The sample formula is for a plan with the following rules: • An accrual term of one calendar year starting 01 January. • Monthly accrual periods and a fixed accrual of 2 days per month. • An accrual ceiling of 20 days, fixed within the formula. • Accrual for new hires begins on whichever of these dates is the latest: hire date, plan enrollment date, or continuous service date (which can be entered as an input value when you enroll an employee in a plan). The top level formula repeatedly calls another formula in a loop to calculate the accrual for each period. Both the top level formula (PTO_ONE_YEAR_MULTIPLIER) and the looping formula (PTO_PERIOD_ACCRUAL) are given below. Formula
- 174. 1-158 Oracle Human Resources Management Systems FastFormula User Guide 1. /*---------------------------------------------- NAME : PTO_ONE_YEAR_MULTIPLER This formula calculates the dates between which an assignment is to accrue time ----------------------------------------------*/ 2. DEFAULT FOR ACP_CONTINUOUS_SERVICE_DATE IS '31-DEC-4712' (date) 3. DEFAULT FOR ACP_TERMINATION_DATE IS '31-DEC-4712' (date) 4. DEFAULT FOR ACP_ENROLLMENT_START_DATE IS '31-DEC-4712' (date) 5. DEFAULT FOR ACP_SERVICE_START_DATE IS '31-DEC-4712' (date) 6. INPUTS ARE Calculation_Date (date) 7. E = SET_NUMBER('CEILING', 20) 8. IF ASG_STATUS = 'Suspended' THEN ( E = SET_NUMBER('ACCRUAL_RATE', 0) ) ELSE ( E = SET_NUMBER('ACCRUAL_RATE', 2) ) 9. Accruing_Frequency = 'M' /* Month */ 10. Accruing_Multiplier = 1 11. E = SET_TEXT('ACCRUING_FREQUENCY', Accruing_Frequency) 12. E = SET_NUMBER('ACCRUING_MULTIPLIER', Accruing_multiplier) 13. Beginning_Of_Calculation_Year = to_date
- 175. FastFormula 1-159 ('0101'||to_char(Calculation_Date,'YYYY'),'DDMMYYYY') 14. E = SET_DATE('BEGINNING_OF_CALCULATION_YEAR', Beginning_Of_Calculation_Year) 15. /*----------------------------------------------- Set the start and end dates of the first accrual period in the calculation year. -----------------------------------------------*/ 16. E = GET_PERIOD_DATES (Beginning_of_Calculation_Year, Accruing_Frequency, Beginning_Of_Calculation_Year, Accruing_Multiplier) 17. First_Period_SD = get_date('PERIOD_START_DATE') 18. First_Period_ED = get_date('PERIOD_END_DATE') 19. /*---------------------------------------------- Set the Calculation_Date to the Termination Date if not null --------------------------------------------- */ 20. IF NOT (ACP_TERMINATION_DATE WAS DEFAULTED) THEN ( 21. IF (ACP_TERMINATION_DATE < Calculation_Date) THEN ( 22. Calculation_Date = ACP_TERMINATION_DATE ) ) 23. /* ---------------------------------------------- Get the last whole period prior to the
- 176. 1-160 Oracle Human Resources Management Systems FastFormula User Guide Calculation Date and ensure that it is within the Year (if the Calculation Date is the End of a Period then use that period) ---------------------------------------------- */ 24. E = GET_PERIOD_DATES(Calculation_Date, Accruing_Frequency, Beginning_of_Calculation_Year, Accruing_Multiplier) 25. Calculation_Period_SD = get_date('PERIOD_START_DATE') 26. Calculation_Period_ED = get_date('PERIOD_END_DATE') 27. IF (Calculation_Date <> Calculation_Period_ED) THEN ( 28. E = GET_PERIOD_DATES (ADD_DAYS(Calculation_Period_SD,-1), Accruing_Frequency, Beginning_of_Calculation_Year, Accruing_Multiplier) 29. Calculation_Period_SD = get_date('PERIOD_START_DATE') 30. Calculation_Period_ED = get_date('PERIOD_END_DATE') ) 31. /* ---------------------------------------------- Set the Continuous Service Global Variable using the Continuous Service Date (if it was entered when the employee enrolled in the plan) and otherwise using hire date, whilst also ensuring that the continuous service date is before the Calculation Period. --------------------------------------------- */
- 177. FastFormula 1-161 32. IF (ACP_CONTINUOUS_SERVICE_DATE WAS DEFAULTED) THEN 33. ( E = set_date('CONTINUOUS_SERVICE_DATE', ACP_SERVICE_START_DATE) ) 34. ELSE ( 35. E = set_date('CONTINUOUS_SERVICE_DATE', ACP_CONTINUOUS_SERVICE_DATE) ) 36. Continuous_Service_Date = get_date('CONTINUOUS_SERVICE_DATE') 37. /* --------------------------------------------- Determine the date on which PTO actually starts accruing based on Continuous Service Date, the Start Date of the Calculation Year, and plan Enrollment Start Date. Remember, we have already determined whether to use hire date or CSD at lines 32 to 35 above. ---------------------------------------------- */ 38. Actual_Accrual_Start_Date = greatest(ACP_ENROLLMENT_START_DATE, Continuous_Service_Date, First_Period_SD) 39. /* --------------------------------------------- Determine the start and end date of the first accrual period to use in the accrual calculation. Get the start and end dates of the accrual period
- 178. 1-162 Oracle Human Resources Management Systems FastFormula User Guide in which the Actual Accrual Start Date falls. If the Actual Accrual Start Date does not fall on the first day of this period, start accruing from the next period. -----------------------------------------------*/ 40. IF Actual_Accrual_Start_Date > First_Period_SD THEN ( 41. E = GET_PERIOD_DATES(Actual_Accrual_Start_Date, Accruing_Frequency, Beginning_Of_Calculation_Year, Accruing_Multiplier) 42. Accrual_Start_Period_SD = get_date('PERIOD_START_DATE') 43. Accrual_Start_Period_ED = get_date('PERIOD_END_DATE') 44. IF Actual_Accrual_Start_Date > Accrual_Start_Period_SD THEN ( 45. E = GET_PERIOD_DATES (add_days(Accrual_Start_Period_ED,1), Accruing_Frequency, Beginning_of_Calculation_Year, Accruing_Multiplier) 46. Accrual_Start_Period_SD = get_date('PERIOD_START_DATE') 47. Accrual_Start_Period_ED = get_date('PERIOD_END_DATE') ) ) 48. ELSE ( 49. Accrual_Start_Period_SD = First_Period_SD 50. Accrual_Start_Period_ED = First_Period_ED )
- 179. FastFormula 1-163 51. /* -------------------------------------------- Now set up the information that will be used when looping through the periods --------------------------------------------- */ 52. IF Calculation_Period_ED >= Accrual_Start_Period_ED THEN ( 53. E = set_date('PERIOD_SD',Accrual_Start_Period_SD) 54. E = set_date('PERIOD_ED',Accrual_Start_Period_ED) 55. E = set_date('LAST_PERIOD_SD',Calculation_Period_SD) 56. E = set_date('LAST_PERIOD_ED',Calculation_Period_ED) 57. E = set_number('TOTAL_ACCRUED_PTO',0) 58. E = LOOP_CONTROL('PTO_PERIOD_ACCRUAL') 59. Total_Accrued_PTO = get_number('TOTAL_ACCRUED_PTO') ) 60. IF Accrual_Start_Period_SD > Calculation_Period_ED THEN ( 61. Accrual_Start_Period_SD = First_Period_SD ) 62. Effective_start_date = Accrual_Start_Period_SD 63. Effective_end_date = Calculation_Date 64. Accrual_end_date = Calculation_Period_ED 65. RETURN Total_Accrued_PTO, 66. Effective_start_date, 67. Effective_end_date, 68. Accrual_end_date Looping Formula
- 180. 1-164 Oracle Human Resources Management Systems FastFormula User Guide 1. /* ---------------------------------------------- NAME : PTO_PERIOD_ACCRUAL This formula calculates the dates between which an assignment is to accrue time ------------------------------------------------*/ 2. /*------------------------------------------------ Get the global variable to be used in this formula ------------------------------------------------*/ 3. Continuous_Service_Date = get_date('CONTINUOUS_SERVICE_DATE') 4. Total_Accrued_PTO = get_number('TOTAL_ACCRUED_PTO') 5. Period_SD = get_date('PERIOD_SD') 6. Period_ED = get_date('PERIOD_ED') 7. Last_Period_SD = get_date('LAST_PERIOD_SD') 8. Last_Period_ED = get_date('LAST_PERIOD_ED') 9. Accrual_Rate = get_number('ACCRUAL_RATE') 10. Accruing_Frequency = get_text('ACCRUING_FREQUENCY') 11. Accruing_Multiplier = get_number('ACCRUING_MULTIPLIER') 12. Beginning_of_Calculation_Year = get_date('BEGINNING_OF_CALCULATION_YEAR') 13. Ceiling = get_number('CEILING') 14. /* ---------------------------------------------- Calculate the Amount Accrued this Period -----------------------------------------------*/ 15. Period_Accrued_PTO = Accrual_Rate 16. /*----------------------------------------------- Calculate any absence or bought/sold time etc. to be accounted for in this period. -----------------------------------------------*/
- 181. FastFormula 1-165 17. Absence = GET_ABSENCE(Period_ED, Beginning_of_Calculation_Year) 18. CarryOver = GET_CARRY_OVER(Period_ED, Beginning_of_Calculation_Year) 19. Other = GET_OTHER_NET_CONTRIBUTION(Period_ED, Beginning_of_Calculation_Year) 20. Period_Others = CarryOver + Other - Absence 21. /* ---------------------------------------------- Now establish whether the Accrual this period has gone over the ceiling if one exists -----------------------------------------------*/ 22. IF (Ceiling > 0) THEN ( 23. IF (Total_Accrued_PTO + Period_Accrued_PTO + Period_Others > Ceiling) THEN ( 24. Amount_Over_Ceiling = Total_Accrued_PTO + Period_Accrued_PTO + Period_Others - Ceiling 25. IF (Amount_Over_Ceiling > Period_Accrued_PTO) THEN ( 26. Period_Accrued_PTO = 0 ) 27. ELSE ( 28. Period_Accrued_PTO = Period_Accrued_PTO - Amount_Over_Ceiling ) )
- 182. 1-166 Oracle Human Resources Management Systems FastFormula User Guide ) 29. /*----------------------------------------------- Set the Running Total -----------------------------------------------*/ 30. E = set_number ('TOTAL_ACCRUED_PTO',Total_Accrued_PTO + Period_Accrued_PTO) 31. /* ---------------------------------------------- Establish whether the current period is the last one, if so end the processing, otherwise get the next period -----------------------------------------------*/ 32. IF Period_SD = Last_Period_SD THEN ( 33. Continue_Processing_Flag = 'N' ) 34. ELSE ( 35. E = GET_PERIOD_DATES(ADD_DAYS(Period_ED,1), Accruing_Frequency, Beginning_of_Calculation_Year, Accruing_Multiplier) 36. E = set_date('PERIOD_SD', get_date('PERIOD_START_DATE')) 37. E = set_date('PERIOD_ED', get_date('PERIOD_END_DATE')) 38. Continue_Processing_Flag = 'Y' ) 39. Return Continue_Processing_Flag
- 183. FastFormula 1-167 Changing the Length of the Accrual Periods The accrual period is determined by the variables Accruing_Frequency and Accruing_Multiplier (lines 9 and 10 of the top level formula). You can set Accruing_Frequency to M (month), D (day) or W (week). For example, if the frequency is set to W and the multiplier set to 2, time is accrued every two weeks. These examples use the calendar to measure the length of accrual periods. You can also use payroll periods. In this case, you do not need to set the variables Accruing_Frequency and Accruing_Multiplier. At lines 16, 24, 28, 41, and 45, replace the call to get_period_dates with a call to get_payroll_period. For example, replace lines 24 to 26 with: E = GET_PAYROLL_PERIOD (ADD_DAYS(Calculation_Period_SD, -1)) CALCULATION_PERIOD_SD = get_date('PAYROLL_PERIOD_START_DATE') CALCULATION_PERIOD_ED = get_date('PAYROLL_PERIOD_END_DATE') Changing the Accrual Term Start Date The accrual term start date is set to 01 January at line 13 of the sample top level formula. To use another fixed date (such as 01 June) replace this line with the following: Beginning_Of_Calculation_Year = to_date ('0106'||to_char(Calculation_Date,'YYYY'),'DDMMYYYY') If Beginning_Of_Calculation_Year > Calculation_Date then ( Beginning_Of_Calculation_Year = add_months(Beginning_Of_Calculation_Year, -12) ) To start an employee's accrual term on his or her hire date anniversary, replace line 13 with:
- 184. 1-168 Oracle Human Resources Management Systems FastFormula User Guide Beginning_Of_Calculation_Year = to_date( to_char(ACP_SERVICE_START_DATE,'DD-MM') || to_char(Calculation_Date,'YYYY'),'DDMMYYYY') If Beginning_Of_Calculation_Year > Calculation_Date then ( Beginning_Of_Calculation_Year = add_months(Beginning_Of_Calculation_Year, -12) ) This example uses the ACP_SERVICE_START_DATE database item, although any substitute may be used. Adding Start Rules for New Hires In this sample formula, accrual for new hires begins on whichever of these dates is the latest: hire date, plan enrollment date, or continuous service date. However, you may want your top level accrual formula to check whether there is a start rule defined for the plan. The seeded PTO_PAYROLL_CALCULATION formula shows you how to do this. In summary, the formula has to: • Check which start rule was entered for the plan, and calculate the First_Eligible_To_Accrue_Date accordingly. • Get the first full accrual period following the First_Eligible_To_Accrue_Date. • Check whether the Actual_Accrual_Start_Date is after the First_Eligible_To_Accrue_Date and, if not, set the Accrual_Start_Period start and end dates to the First_Eligible_To_Accrue_Period start and end dates. This affects lines 40 to 50 of the sample formula. There are three seeded start rules: hire date, beginning of calendar year after hire date, and six months after hire date. If you need a different start rule, define it as a value for the Lookup Type US_ACCRUAL_START_TYPE. Then add a line to your formula, of this form: IF (ACP_START = '<your new Lookup Value>') THEN (First_Eligible_To_Accrue_Date = <calculation for start date> ) Basing the Accrual Amount on Time or Pay Elements You need to create database items for the element input values that determine the accrual amount. Suppose plan participants accrue one hour for every 10 hours worked. You could include this rule in your formula as follows: Accrual = ACP_HOURS_WORKED / 10
- 185. FastFormula 1-169 where ACP_HOURS_WORKED is a database item. This kind of calculation would be found typically in the looping formula. Using Up Front Accruals The sample formula assumes that plan participants accrue a certain amount of time each month. But in some plans, participants accrue their full entitlement at the start of the accrual term. In this case the formula does not need to loop through each accrual period. Here is a very basic sample formula, assuming an accrual of 20 days for every calendar year. There are no ineligibility rules or start rules in this example. It also does not calculate the accrual for part years (for example, for employees joining the plan midway through a year). INPUTS ARE Calculation_Date (date) Total_Accrued_PTO = 20 Effective_start_date = to_date('0101'||to_char(calculation_date, 'YYYY'),'DDMMYYYY') Effective_end_date = to_date('3112'||to_char(calculation_date, 'YYYY'),'DDMMYYYY') Accrual_end_date = to_date('0101'||to_char(calculation_date, 'YYYY'),'DDMMYYYY') RETURN Total_Accrued_PTO, Effective_start_date, Effective_end_date, Accrual_end_date Changing the Ceiling In the sample top level formula, the ceiling is set at line 7. You can change the ceiling within the formula, or set it to zero to remove the ceiling: E = SET_NUMBER('CEILING', 0) You can also set the ceiling outside the formula, using the Accrual Bands window or a user table. Changing the Date Used for Continuous Service The continuous service date is used in the formula to determine when a new hire begins to accrue time. If your plan has accrual bands based on length of service, this date also
- 186. 1-170 Oracle Human Resources Management Systems FastFormula User Guide determines the amount the employee is eligible to accrue. In the sample, length of service is calculated from hire date (using the database item ACP_SERVICE_START_DATE) or the continuous service date input value, if it was entered when the employee was enrolled in the plan (database item ACP_CONTINUOUS_SERVICE_DATE). Alternatively, you can define and use another database item. For example, replace lines 32 to 36 of the top level formula with: E = set_date('CONTINUOUS_SERVICE_DATE', <NEW_DATABASE_ITEM>) Continuous_Service_Date = get_date('CONTINUOUS_SERVICE_DATE') Adding Rules for Suspended Assignments Some accrual plans may not allow employees to accrue PTO while on certain types of leave, such as maternity leave or study leave. In this case, your formula needs to check the status of the assignment. You can use the function GET_ASG_INACTIVE_DAYS. Replace line 15 of the looping formula with: Assignment_Inactive_Days = GET_ASG_INACTIVE_DAYS(Period_SD, Period_ED) IF Assignment_Inactive_Days <> 0 THEN ( Working_Days = GET_WORKING_DAYS(Period_SD, Period_ED) IF Working_Days = Assignment_Inactive_Days THEN ( Multiplier = 0 ) ELSE ( Multiplier = 1 - (Assignment_Inactive_Days / Working_Days) ) ) ELSE ( Multiplier = 1 ) Period_Accrued_PTO = Accrual_Rate * Multiplier Adding Rules for Part Time Employees You can use the ASG_EMPLOYMENT_CATEGORY database item to check whether the assignment is part time or full time. Suppose part timers accrue at only half the rate of full timers, and have a lower ceiling, then replace lines 7 and 8 with:
- 187. FastFormula 1-171 IF ASG_EMPLOYMENT_CATEGORY = 'FULL TIME' then ( E = SET_NUMBER('CEILING', 20) E = SET_NUMBER('ACCRUAL_RATE', 2) ) ELSE ( E = SET_NUMBER('CEILING', 10) E = SET_NUMBER('ACCRUAL_RATE', 1) ) If part time employees accrue at different rates depending on their hours as a percentage of full time, you could set up HR budgets to record the value of each assignment. Then you need to define a database item for the budget value. Adding a Long Service Leave Entitlement If you want to see how much long service leave has been awarded to an employee in the Accruals window, you need to set up a separate accrual plan. Otherwise, you can include the entitlement in the standard accrual plan. The following approach adds the long service accrual in a single accrual period, ignoring the usual accrual ceiling. Suppose employees are entitled to a one time bonus of 10 extra days after 15 years of service. First, in the top level formula, add the following after line 57 to set up a variable that can be accessed in the looping formula: e = set_number('LONG_SERVICE_ACCRUAL', 0) Then, in the looping formula, calculate years service to ascertain whether the employee is entitled to long service leave. Add the following after line 13: years_service = floor(months_between(period_ed, continuous_service_date)/12) Next, set up a variable that can be used later to detect whether long service accrual has already been added. After line 29, add:
- 188. 1-172 Oracle Human Resources Management Systems FastFormula User Guide long_service_accrual = get_number('LONG_SERVICE_ACCRUAL') IF (years_service > 15) and long_service_accrual = 0 THEN ( long_service_accrual = 10 e = set_number('LONG_SERVICE_ACCRUAL', long_service_accrual) ) ELSE ( long_service_accrual = 0 ) Finally, add any long service accrual to the total accrual, ignoring the ceiling. Replace line 30 with: E = set_number('TOTAL_ACCRUED_PTO',Total_Accrued_PTO + Period_Accrued_PTO + long_service_accrual) Using Accrual Bands Based on Length of Service The seeded looping formulas demonstrate how to use accrual bands based on length of service criteria (entered in the Accrual Bands window). To change the sample formulas to use accrual bands: In the top level formula: • Remove lines 7 and 8 • Add the following after line 57: E = set_number('ANNUAL_RATE',0) E = set_number('UPPER_LIMIT',0) E = set_number('CEILING',0) In the looping formula • Remove lines 9, 10, 11, and 13 • Add the following after line 12:
- 189. FastFormula 1-173 Annual_Rate = get_number('ANNUAL_RATE') Upper_Limit = get_number('UPPER_LIMIT') Ceiling = get_number('CEILING') Years_Service = Floor(Months_Between(Period_ED, Continuous_Service_Date)/12) /*---------------------------------------------- If the Upper Limit was defaulted or years service is greater than or equal to the upper limit of the current band reset the globals to the appropriate band. -----------------------------------------------*/ IF (Upper_Limit = 0 OR Years_Service >= Upper_Limit) THEN ( If (GET_ACCRUAL_BAND(Years_Service) = 0) THEN ( Annual_Rate = get_number('ANNUAL_RATE') Upper_Limit = get_number('UPPER_LIMIT') Ceiling = get_number('CEILING') ) ELSE /*function returned an error */ ( Continue_Processing_Flag = 'N' Return Continue_Processing_Flag ) ) Accrual_Rate = Annual_Rate / 12 Changing the Length of Service Units Normally the bands entered in the Accrual Bands window refer to years. However, you can change the formula to interpret the bands as another unit, such as six months. In the
- 190. 1-174 Oracle Human Resources Management Systems FastFormula User Guide sample given above to change the looping formula to use accrual bands, you would simply replace '12' with '6' in the line: Years_Service = Floor(Months_Between(Period_ED, Continuous_Service_Date)/12) Using Accrual Bands Based on Other Criteria You can set up a user table to hold the values you require. For example: Accrual Ceiling Max Carry Over Grade A 20 25 5 Grade B 24 25 8 You can also base your accrual bands on a combination of criteria (such as grade and length of service). In this case, you need to set up separate user tables for each value you want to hold (such as accrual amount, ceiling and maximum carry over). The table for accrual amount might look like this: Grade A Grade B 0 to 5 years service 20 25 5 to 50 years service 24 28 To use data from a user table in a formula, use the GET_TABLE_VALUE function: yearly_accrual = get_table_value(<table_name>, <column_name>, <row_value>, <effective_date>) The effective date parameter is optional. Example: yearly_accrual = get_table_value ('MY_TABLE', 'GRADE A', 5) Sample Proration Formula This is a sample formula for calculating union dues. It serves as an example of how to use the core proration functionality.
- 191. FastFormula 1-175 /* $Header: pyusvoldedtmpltf.hdt 115.4 2004/05/20 17:16:32 meshah noship $ */ /* +======================================================================+ | Copyright (c) 1993 Oracle | | Redwood Shores, California, USA | | All rights reserved. | +======================================================================+ */ /******************************************************************** Checking version_chek 115.3 This version will be returned $Header: pyusvoldedtmpltf.hdt 115.4 2004/05/20 17:16:32 meshah noship $ #dbdrv: none FORMULA NAME: SYSTEM_DEDN_CALC_FORMULA DESCRIPTION: Contains formula to handle ALL generated deductions. ********************************************************************* FORMULA TEXT Formula Results : dedn_amt Direct Result for Deduction Amount bene_er_contr Indirect Result for Benefit Employer Charges not_taken Update Deduction Recurring Entry Not Taken to_arrears Update Deduction Recurring Entry Arrears Contr to_purch_bal Indirect Result for Bond Purchase
- 192. 1-176 Oracle Human Resources Management Systems FastFormula User Guide STOP_ENTRY Stop current recurring entry to_total_owed Update Deduction Recurring Entry Accrued bond_refund Indirect Result for Bond Refund clear_repl_amt Update Recurring Replacement_Amount clear_addl_amt Update Recurring Additional_Amount mesg Message (Warning) **********************************************************************/
- 193. FastFormula 1-177 /* ===== Database Item Defaults Begin ===== */ default for UNION_DUES_ROW_TYPE is 'NOT ENTERED' default for UNION_DUES_PAYROLL_TABLE is 'NOT ENTERED' default for UNION_DUES_PARTIAL_EE_CONTRIBUTIONS is 'NOT ENTERED' default for UNION_DUES_ACCRUED_ASG_ITD is 0 default for UNION_DUES_ARREARS_ASG_ITD is 0 default for UNION_DUES_TOWARD_BOND_PURCHASE_ASG_ITD is 0 default for UNION_DUES_PERIOD_TYPE is 'NOT ENTERED' default for PAY_PROC_PERIOD_START_DATE is'0001/01/01 00:00:00' (DATE) default for PAY_PROC_PERIOD_END_DATE is'0001/01/01 00:00:00' (DATE) Default for UNION_DUES_ADDITIONAL_ASG_GRE_ITD is 0 Default for UNION_DUES_REPLACEMENT_ASG_GRE_ITD is 0 Default for UNION_DUES_ASG_GRE_RUN is 0 Default for UNION_DUES_ASG_GRE_YTD is 0 /* 330329 begin */ Default for UNION_DUES_ASG_GRE_MONTH is 0 /* 330329 end */ default for REGULAR_EARNINGS_ASG_RUN is 0 default for NET_ASG_RUN is 0 default for ARREARS_FLAG is 'NOT ENTERED' default for TERMINATED_EMPLOYEE is 'N' default for FINAL_PAY_PROCESSED is 'N' default for ELEMENT_CATEGORY is ' ' default for PER_AGE is 0
- 194. 1-178 Oracle Human Resources Management Systems FastFormula User Guide default for ASG_SALARY is 0 default for UNION_DUES_OVERLIMIT_ASG_GRE_RUN is 0 default for UNION_DUES_ELIGIBLE_COMP_ASG_RUN is 0 /* ===== Database Item Defaults End ===== */ /* ===== Input Value Defaults Begin ===== */ default for Purchase_Price is 0 default for Total_Owed is 0 default for Towards_Owed (text) is 'Y' default for Clear_Arrears (text) is 'N' default for Amount is 0 default for Percentage is 0 default for Table_Column (text) is 'NOT ENTERED' default for Coverage (text) is 'NOT ENTERED' default for EE_Contr is 0 default for ER_Contr is 0 default for Guaranteed_Net is 0 default for prorate_start is '01-JAN-1900' (date) default for prorate_end is '01-JAN-1900' (date) /* ===== Input Value Defaults End ===== */ /* ===== Inputs Section Begin ===== */ Inputs are Amount /* Flat Amount calc rule */ ,Percentage /* % Earnings calc rule */
- 195. FastFormula 1-179 ,Table_Column (text) /* Payroll Table calc rule */ ,Coverage (text) /* Ben Table calc rule */ ,EE_Contr /* Ben Table calc rule */ ,ER_Contr /* Ben Table calc rule */ ,Purchase_Price /* EE Bond Price */ ,Guaranteed_Net /* Involuntary Garnishment dedn */ ,Total_Owed /* Total Reached stop rule */ ,Towards_Owed (text) /* Total Reached stop rule */ ,Clear_Arrears (text) /* Clears down any amount in arrears */ , PRORATE_START (Date) , PRORATE_END (Date) /* ===== Inputs Section End ===== */ /* ===== Latest balance creation begin ==== */ SOE_run = UNION_DUES_ASG_GRE_RUN SOE_ytd = UNION_DUES_ASG_GRE_YTD Dedn_report_dummy = UNION_DUES_ACCRUED_ASG_ITD /* ===== Latest balance creation end ==== */ dedn_amt = 0 /* ===== AMOUNT CALCULATION SECTION BEGIN ===== */ IF Percentage WAS DEFAULTED THEN /* NOT % Earnings */
- 196. 1-180 Oracle Human Resources Management Systems FastFormula User Guide IF Table_Column WAS DEFAULTED THEN /* NOT Payroll Table */ IF Coverage WAS DEFAULTED THEN /* NOT Benefits Table */ IF Amount WAS DEFAULTED THEN /* NOT Flat Amount either! */ IF UNION_DUES_REPLACEMENT_ASG_GRE_ITD WAS DEFAULTED OR UNION_DUES_REPLACEMENT_ASG_GRE_ITD = 0 THEN ( /* No calculation method found for element */ mesg = 'UNION_DUES: Could not find appropriate values to calculate deduction.' RETURN mesg ) ELSE (dedn_amt = UNION_DUES_REPLACEMENT_ASG_GRE_ITD /* Not subject to dedn_freq_factor */ clear_repl_amt = -1 * UNION_DUES_REPLACEMENT_ASG_GRE_ITD ) ELSE /* Flat Amount */ IF UNION_DUES_REPLACEMENT_ASG_GRE_ITD WAS DEFAULTED OR UNION_DUES_REPLACEMENT_ASG_GRE_ITD = 0 THEN ( deduction_frequency_factor = dedn_freq_factor(UNION_DUES_PERIOD_TYPE) dedn_amt = Amount * deduction_frequency_factor
- 197. FastFormula 1-181 /* 330329 begin */ /* 401566 and 510356 : */ IF UNION_DUES_PERIOD_TYPE = 'Calendar Month' THEN IF (dedn_amt + UNION_DUES_ASG_GRE_MONTH - Amount ) <= .02 AND ( UNION_DUES_ASG_GRE_MONTH + dedn_amt) > Amount THEN dedn_amt = Amount - UNION_DUES_ASG_GRE_MONTH /* 330329 end */ ) ELSE (deduction_frequency_factor = dedn_freq_factor(UNION_DUES_PERIOD_TYPE) dedn_amt = UNION_DUES_REPLACEMENT_ASG_GRE_ITD * deduction_frequency_factor clear_repl_amt = -1 * UNION_DUES_REPLACEMENT_ASG_GRE_ITD ) ELSE /* Using Benefits Table */ IF UNION_DUES_REPLACEMENT_ASG_GRE_ITD WAS DEFAULTED OR UNION_DUES_REPLACEMENT_ASG_GRE_ITD = 0 THEN (deduction_frequency_factor = dedn_freq_factor(UNION_DUES_PERIOD_TYPE) /* Check that user has not entered explicit value in input val: */
- 198. 1-182 Oracle Human Resources Management Systems FastFormula User Guide IF EE_Contr WAS DEFAULTED THEN ( dedn_amt = 0 * deduction_frequency_factor /* 330329 begin */ /* 401566 and 510356 : */ IF UNION_DUES_PERIOD_TYPE = 'Calendar Month' THEN IF (dedn_amt + UNION_DUES_ASG_GRE_MONTH - 0 ) <= .02 AND (UNION_DUES_ASG_GRE_MONTH + dedn_amt) > 0 THEN dedn_amt = 0 - UNION_DUES_ASG_GRE_MONTH /* 330329 end */ ) ELSE ( dedn_amt = EE_Contr * deduction_frequency_factor /* 330329 begin */ /* 401566 and 510356 : */ IF UNION_DUES_PERIOD_TYPE = 'Calendar Month' THEN IF ( dedn_amt + UNION_DUES_ASG_GRE_MONTH - EE_Contr) <= .02 AND ( UNION_DUES_ASG_GRE_MONTH + dedn_amt) > EE_Contr THEN
- 199. FastFormula 1-183 dedn_amt = EE_Contr - UNION_DUES_ASG_GRE_MONTH /* 330329 end */ ) /* Check that user has not entered explicit value in input val: */ IF ER_Contr WAS DEFAULTED THEN bene_er_contr = 0 * deduction_frequency_factor ELSE bene_er_contr = ER_Contr * deduction_frequency_factor ) ELSE /* An override Deduction Amount has been entered. */
- 200. 1-184 Oracle Human Resources Management Systems FastFormula User Guide ( dedn_amt = UNION_DUES_REPLACEMENT_ASG_GRE_ITD clear_repl_amt = -1 * UNION_DUES_REPLACEMENT_ASG_GRE_ITD deduction_frequency_factor = dedn_freq_factor(UNION_DUES_PERIOD_TYPE) /* Still check for input value for ER Contr: */ IF ER_Contr WAS DEFAULTED THEN bene_er_contr = 0 * deduction_frequency_factor ELSE bene_er_contr = ER_Contr * deduction_frequency_factor /* EE Contr from Benefits Contributions table has been overridden. */ ) ELSE /* Using Payroll Table */ IF UNION_DUES_REPLACEMENT_ASG_GRE_ITD WAS DEFAULTED OR UNION_DUES_REPLACEMENT_ASG_GRE_ITD = 0 THEN /* not overridden */ IF UNION_DUES_ROW_TYPE WAS DEFAULTED THEN /* --------------------------------------------------------------------- CUSTOMER : Remove the following 2 lines and insert your own call to Get_Table_Value if you are not using our Row Type field in
- 201. FastFormula 1-185 the Element Additional Information --------------------------------------------------------------------- */ ( mesg = 'UNION_DUES: Could not find a Row Type for this payroll table.' RETURN mesg ) ELSE IF UNION_DUES_ROW_TYPE = 'AGE' THEN (deduction_frequency_factor = dedn_freq_factor(UNION_DUES_PERIOD_TYPE) table_amount = To_Number ( Get_Table_Value( UNION_DUES_PAYROLL_TABLE, Table_Column, To_Char(PER_AGE) ) ) dedn_amt = table_amount * deduction_frequency_factor /* 330329 begin */ /* 401566 and 510356 : */ IF UNION_DUES_PERIOD_TYPE = 'Calendar Month' THEN IF (dedn_amt + UNION_DUES_ASG_GRE_MONTH - table_amount) <= .02 AND ( UNION_DUES_ASG_GRE_MONTH + dedn_amt) > table_amount THEN
- 202. 1-186 Oracle Human Resources Management Systems FastFormula User Guide dedn_amt = table_amount - UNION_DUES_ASG_GRE_MONTH /* 330329 end */ ) ELSE IF UNION_DUES_ROW_TYPE = 'SAL' THEN (deduction_frequency_factor = dedn_freq_factor(UNION_DUES_PERIOD_TYPE) table_amount = To_Number ( Get_Table_Value( UNION_DUES_PAYROLL_TABLE, Table_Column, To_Char(ASG_SALARY) ) ) dedn_amt = table_amount * deduction_frequency_factor /* 330329 begin */ /* 401566 and 510356 : */ IF UNION_DUES_PERIOD_TYPE = 'Calendar Month' THEN IF (dedn_amt + UNION_DUES_ASG_GRE_MONTH - table_amount) <= .02 AND ( UNION_DUES_ASG_GRE_MONTH + dedn_amt ) > table_amount THEN dedn_amt = table_amount - UNION_DUES_ASG_GRE_MONTH /* 330329 end */ )
- 203. FastFormula 1-187 ELSE ( deduction_frequency_factor = dedn_freq_factor(UNION_DUES_PERIOD_TYPE) table_amount = To_Number ( Get_Table_Value( UNION_DUES_PAYROLL_TABLE, Table_Column, 'NOT ENTERED' ) ) dedn_amt = table_amount * deduction_frequency_factor /* 330329 begin */ /* 401566 and 510356 : */ IF UNION_DUES_PERIOD_TYPE = 'Calendar Month' THEN IF (dedn_amt + UNION_DUES_ASG_GRE_MONTH - table_amount) <= .02 AND ( UNION_DUES_ASG_GRE_MONTH + dedn_amt) > table_amount THEN dedn_amt = table_amount - UNION_DUES_ASG_GRE_MONTH /* 330329 end */ ) ELSE /* Payroll table lookup overridden */ ( dedn_amt = UNION_DUES_REPLACEMENT_ASG_GRE_ITD clear_repl_amt = -1 * UNION_DUES_REPLACEMENT_ASG_GRE_ITD )
- 204. 1-188 Oracle Human Resources Management Systems FastFormula User Guide ELSE /* Percent of Earnings Balance amount rule */ IF UNION_DUES_REPLACEMENT_ASG_GRE_ITD WAS DEFAULTED OR UNION_DUES_REPLACEMENT_ASG_GRE_ITD = 0 THEN /* Not Overridden */ /* --------------------------------------------------------------------- CUSTOMER : The formula is generated with a default to use the Eligible Compensation to calculate % of Earnings. The Eligible Compensation balance is initially defined with a balance feed from the Regular Earnings balance. You can modify the earnings basis for this calculation by adding and deleting balance feeds to the UNION_DUES_ELIGIBLE_COMP balance. If you want the formula to use another balance of earnings in the run, replace the UNION_DUES_ELIGIBLE_COMP_ASG_RUN database item reference below with the database item for the balance of choice : <BALANCE_NAME_IN_UPPERCASE/UNDERSCORES>_ASG_RUN --------------------------------------------------------------------- */
- 205. FastFormula 1-189 (deduction_frequency_factor = dedn_freq_factor(UNION_DUES_PERIOD_TYPE) dedn_amt = (Percentage * UNION_DUES_ELIGIBLE_COMP_ASG_RUN / 100) * deduction_frequency_factor ) ELSE (dedn_amt = UNION_DUES_REPLACEMENT_ASG_GRE_ITD clear_repl_amt = -1 * UNION_DUES_REPLACEMENT_ASG_GRE_ITD ) /* ===== AMOUNT CALCULATION SECTION END ===== */ /* ===== Template Adjustments Section Begin ===== */ dedn_amt = dedn_amt + UNION_DUES_ADDITIONAL_ASG_GRE_ITD IF UNION_DUES_ADDITIONAL_ASG_GRE_ITD <> 0 THEN clear_addl_amt = -1 * UNION_DUES_ADDITIONAL_ASG_GRE_ITD IF UNION_DUES_REPLACEMENT_ASG_GRE_ITD <> 0 THEN clear_repl_amt = -1 * UNION_DUES_REPLACEMENT_ASG_GRE_ITD /* ===== Template Adjustments Section Begin ===== */ /* ******* For Pretax Deduction processing...
- 206. 1-190 Oracle Human Resources Management Systems FastFormula User Guide make the break here between calc and withholding ffs. To do this, the following input values must be passed between calc and withholding elements: 1. Clear Arrears 2. Guaranteed Net 3. Total Owed 4. Towards Owed 5. Purchase Price (if Pretax EE Bonds are valid requirement). ******* */ /* ===== Arrears Section Begin ===== */ IF Clear_Arrears = 'N' THEN ( temp_to_arrears = 0 temp_not_taken = 0 dedn_amt = arrearage( UNION_DUES_PARTIAL_EE_CONTRIBUTIONS, NET_ASG_RUN, UNION_DUES_ARREARS_ASG_ITD, Guaranteed_Net, dedn_amt, temp_to_arrears, temp_not_taken) IF temp_to_arrears <> 0 THEN to_arrears = temp_to_arrears
- 207. FastFormula 1-191 IF temp_not_taken <> 0 THEN not_taken = temp_not_taken ) ELSE /* Clear down arrears balance. */ ( to_arrears = -1 * UNION_DUES_ARREARS_ASG_ITD set_clear = 'No' temp_to_arrears = 0 temp_not_taken = 0 /* Call with 0 amount for ARREARS_ASG_ITD b/c balance has been cleared. */ dedn_amt = arrearage( UNION_DUES_PARTIAL_EE_CONTRIBUTIONS, NET_ASG_RUN, 0, Guaranteed_Net, dedn_amt, temp_to_arrears, temp_not_taken) IF temp_to_arrears <> 0 THEN to_arrears = to_arrears + temp_to_arrears IF temp_not_taken <> 0 THEN
- 208. 1-192 Oracle Human Resources Management Systems FastFormula User Guide not_taken = temp_not_taken ) /* ===== Arrears Section End ===== */ /* ===== EE Bond Section Begin ===== */ IF Purchase_Price WAS NOT DEFAULTED THEN ( total_for_bond = dedn_amt + UNION_DUES_TOWARD_BOND_PURCHASE_ASG_ITD IF total_for_bond >= Purchase_Price THEN /* Purchase new bonds - recalculate Toward Bond Purchase Balance */ ( no_bonds = trunc ( total_for_bond / Purchase_Price ) mesg = 'UNION_DUES: Please purchase '||to_char(no_bonds)||' bond(s) for this employee.' to_purch_bal = (total_for_bond - (no_bonds * Purchase_Price) - UNION_DUES_TOWARD_BOND_PURCHASE_ASG_ITD) ) ELSE to_purch_bal = dedn_amt )
- 209. FastFormula 1-193 /* ===== EE Bond Section End ===== */ /* ===== Stop Rule Section Begin ===== */ IF Total_Owed WAS NOT DEFAULTED THEN IF Towards_Owed = 'Y' THEN /* Put towards total owed - ie reduce declining balance */
- 210. 1-194 Oracle Human Resources Management Systems FastFormula User Guide (total_accrued = dedn_amt + UNION_DUES_ACCRUED_ASG_ITD IF total_accrued > Total_Owed THEN (dedn_amt = Total_Owed - UNION_DUES_ACCRUED_ASG_ITD /* The total has been reached - the return will stop the entry under these conditions. Also, zero out Accrued balance. */ to_total_owed = -1 * UNION_DUES_ACCRUED_ASG_ITD STOP_ENTRY = 'Y' mesg = 'UNION_DUES entry has been stopped.' ) ELSE /* Total Owed not reached yet. */ to_total_owed = dedn_amt ) /* ===== Stop Rule Section End ===== */ /* ===== Final Pay Section Begin ===== */ IF (substr(ELEMENT_CATEGORY,1,5) != 'PENSN') AND (TERMINATED_EMPLOYEE = 'Y' AND FINAL_PAY_PROCESSED = 'N') THEN /* This IS final pay run, considerations: 1) Try and collect remainder of Total Owed; (consider Partial Deduction, not Arrears)
- 211. FastFormula 1-195 2) Refund EE Bond Towards Purchase balance */ /* Customer we will no longer end date an element in this method. If you still desire to end date elements in this way you may un comment this code. */ ( /* STOP_ENTRY = 'Y' mesg = 'UNION_DUES entry has been stopped.' */ IF Purchase_Price WAS DEFAULTED THEN /* IF not EE Bond then Return */ ( IF Total_Owed WAS NOT DEFAULTED THEN /* Try and collect Total Owed. */ (dedn_left = Total_Owed - UNION_DUES_ACCRUED_ASG_ITD IF NET_ASG_RUN > dedn_left THEN /* Recoup all Remainder */ ( dedn_amt = dedn_left to_total_owed = dedn_amt ) ELSE ( dedn_amt = NET_ASG_RUN
- 212. 1-196 Oracle Human Resources Management Systems FastFormula User Guide to_total_owed = dedn_amt ) ) RETURN dedn_amt, bene_er_contr, not_taken, to_arrears, STOP_ENTRY, to_total_owed, clear_repl_amt, clear_addl_amt, set_clear, mesg ) ELSE /* Refund Towards Purchase balance via */ /* direct payment; zero Towards Purch bal. */ (bond_refund = UNION_DUES_TOWARD_BOND_PURCHASE_ASG_ITD to_purch_bal = -1 * UNION_DUES_TOWARD_BOND_PURCHASE_ASG_ITD dedn_amt = 0 to_total_owed = 0 RETURN dedn_amt, bene_er_contr, not_taken, to_arrears, STOP_ENTRY, to_total_owed, bond_refund, to_purch_bal, clear_repl_amt, clear_addl_amt, set_clear, mesg ) ) ELSE /* Not Final Pay */ Total_days = DAYS_BETWEEN(PAY_PROC_PERIOD_END_DATE, PAY_PROC_PERIOD_START_DATE) +1 Days_in_pro_period = DAYS_BETWEEN( Prorate_END, Prorate_Start)+1
- 213. FastFormula 1-197 Dedn_Amt = Amount * Days_in_pro_period/Total_days RETURN dedn_amt, bene_er_contr, not_taken, to_arrears, to_total_owed, to_purch_bal, clear_repl_amt, clear_addl_amt, STOP_ENTRY, set_clear, Days_in_pro_period, Total_days, mesg /* ===== Final Pay Section End ===== */ /*====================== End Payroll Formula Body =======================*/ Editing a Quick Paint Formula Example If you want to add features to a generated QuickPaint formula, you must copy the formula and edit the copy. If you edit the original, your edits will be overwritten if the formula is regenerated from the QuickPaint definition. In the following example, an automatically generated QuickPaint formula has been edited to add Line 09, which totals the input values used in the report.
- 214. 1-198 Oracle Human Resources Management Systems FastFormula User Guide LINE01='' LINE02=' Pay Items Value this Period LINE03='' LINE04=' Salary Value : ' + TO_TEXT(trunc((SALARY_ANNUAL/12),2)) LINE05=' Item 1 Value : ' + TO_TEXT(ITEM_1_PAY_VALUE) LINE06=' Item 2 Value : ' + TO_TEXT(ITEM_2_PAY_VALUE) LINE07=' Bonus Value : ' + TO_TEXT(BONUS_AMOUNT) LINE08=' __________________' LINE09=' Total : '+ TO_TEXT(trunc(( (SALARY_ANNUAL/12)+ITEM_1_PAY_VALUE+ITEM_2_PAY_VALUE+BONUS_AMOUNT),2)) LINE10='' LINE11='' LINE12='' RETURN LINE01, LINE02, LINE03, LINE04, LINE05, LINE06, LINE07, LINE08, LINE09, LINE10, LINE11, LINE12, Checking an Element Entry Example You can use FastFormula to validate user entries in element input values. For example, you can make sure that entries are within a specified range or do not exceed a predefined value. The formula below checks that the entry value of the Salary element does not exceed 200,000. Salary Element
- 215. FastFormula 1-199 /* Formula Name: Salary Range */ /* Formula Type: Element Input Validation */ INPUTS ARE entry_value (text) IF TO_NUM(entry_value) > 200000 THEN ( formula_status = 'e' formula_message = 'Too much money . . . try again!' ) ELSE ( formula_status = 's' formula_message = 'Fine' ) RETURN formula_status, formula_message Checking a User Table Entry Example You can use FastFormula to validate user entries into user tables that you define. For example, you can make sure that entries are between a specified range or not a negative amount. The formula below checks that the deduction entered in the Union A column of the Union Dues table is between 10.00 and 20.00. /* Formula Name: Union A Dues Validation */ /* Formula Type: User Table Validation */
- 216. 1-200 Oracle Human Resources Management Systems FastFormula User Guide INPUTS ARE entry_value (text) IF TO_NUMBER(entry_value) < 10.00 OR TO_NUMBER(entry_value) > 20.00 THEN ( formula_status = 'e' formula_message = 'Error: Union A dues must be between $10.00 and $20.00.' ) ELSE ( formula_status = 's' formula_message = ' ' ) RETURN formula_status, formula_message Sample Formula for Payroll Contact You can write a formula to determine how you allocate a payroll contact for your employees. Modify this sample formula to match payroll contacts in your organization to employees on your payrolls. /* ================================================================ Set the default values =============================================================*/ default for l_first_letter is 'A' default for l_contact_name is 'Name' default for l_phone is '12345' default for l_email is '[email protected]' default for l_ret_num is 1 /*================================================================
- 217. FastFormula 1-201 PER_LAST_NAME is an existing predefined database item (DBI). PER_LAST_NAME takes an assignment id and returns the last name for each person. You pass the assignment id automatically as a context usage for the DBI. Use the substr function to return only the first letter of the last name. ================================================================== */ l_first_letter = substr(PER_LAST_NAME,1,1) /* ================================================================ Set the contact details for those employees with a last name beginning with A. ================================================================ */ if (l_first_letter = 'A') then (l_contact_name = 'Melanie Morrisby' l_phone = '0118 9404040' l_email = '[email protected]' ) /* ================================================================ Set the contact details for those employees with a last name beginning with B. ==================================================================*/ if (l_first_letter = 'B') then (l_contact_name = 'Zaheer Ahmed' l_phone = '0118 9404040' l_email = '[email protected]' ) /* ================================================================ Set the contact details for those employees with a last name beginning with C. =================================================================*/ if (l_first_letter = 'C' ) then (l_contact_name = 'Kieron Lancashire' l_phone = '0118 000111' l_email = '[email protected]' ) /* ================================================================ Set the contact details for those employees with a last name beginning with any letter other than A, B or C.
- 218. 1-202 Oracle Human Resources Management Systems FastFormula User Guide ==================================================================*/ else (l_contact_name ='Jo Burgess' l_phone = '01189466377' l_email = '[email protected]' ) /* ============================================================= Write payroll details to assignment_extra_info table. ============================================================= */ l_ret_num = POPULATE_PAYROLL_CONTACT (l_contact_name,l_phone,l_email) Sample Appraisal Objective Line-Scoring Formulas This topic includes the two supplied sample formulas of type Appraisal Objective Line Scoring. When you define an objective assessment template with a rating-scale type of Fast Formula Based Line Scoring, the application uses the formula you select to calculate the score for each objective in the Objectives section of the appraisal. Sample Formula PERF This sample formula returns a performance rating derived from a specified performance rating. Business group and legislation code are global (null).
- 219. FastFormula 1-203 /**************************************************************** * * Formula Name : PERF * * Description : For an objective appraisal line, this formula * returns Performance. * * Formula Type : Appraisal Objective Line Scoring * * Inputs : 1) performance, number, default required * 2) weighting, number, default required * 3) line_object_id (objective_id), number, always set * 4) appraisal_id, number, always set * 5) appr_template_id, number, always set * 6) appr_system_type (e.g.. SELF,EMP360,MGR360TRANS), text, always set * 7) appr_type, text * Note : For appraisal_id, appr_template_id, appr_system_type, appr_type * a) This is an input, not a context * b) No seeded DBIs use this * Outputs : 1) line_score, number * * Contexts : Business Group, Assignment, Organization, * Person, Date Earned * * Example DBIs : ptu_per_person_type, asg_grade, asg_job, * asg_status, asg_type, asg_primary, * asg_position, asg_hours, asg_salary * ****************************************************************/ /* Defaults for optional inputs and database items */
- 220. 1-204 Oracle Human Resources Management Systems FastFormula User Guide DEFAULT FOR performance IS 0 DEFAULT FOR weighting IS 0 /* Declare formula inputs */ INPUTS ARE performance(number) ,weighting(number) ,line_object_id(number) ,appraisal_id(number) ,appr_template_id(number) ,appr_system_type(text) ,appr_type(text) /* Main body of formula */ line_score = performance /* Return the line score */ RETURN line_score Sample Formula PERF_X_WEIGHTING This sample formula returns a performance rating derived from a specified performance rating and the weighting value specified for the objective. Business group and legislation code are global (null).
- 221. FastFormula 1-205 /**************************************************************** * * Formula Name : PERF_X_WEIGHTING * * Description : For an objective appraisal line, this formula * multiplies Performance and Weighting. * * Formula Type : Appraisal Objective Line Scoring * * Inputs : 1) performance, number, default required * 2) weighting, number, default required * 3) line_object_id (objective_id), number, always set * 4) appraisal_id, number, always set * 5) appr_template_id, number, always set * 6) appr_system_type (e.g.. SELF,EMP360,MGR360TRANS), text, always set * 7) appr_type, text * Note : For appraisal_id, appr_template_id, appr_system_type, appr_type * a) This is an input, not a context * b) No seeded DBIs use this * Outputs : 1) line_score, number * * Contexts : Business Group, Assignment, Organization, * Person, Date Earned * * Example DBIs : ptu_per_person_type, asg_grade, asg_job, * asg_status, asg_type, asg_primary, * asg_position, asg_hours, asg_salary * ****************************************************************/ /* Defaults for optional inputs and database items */
- 222. 1-206 Oracle Human Resources Management Systems FastFormula User Guide DEFAULT FOR performance IS 0 DEFAULT FOR weighting IS 0 /* Declare formula inputs */ INPUTS ARE performance(number) ,weighting(number) ,line_object_id(number) ,appraisal_id(number) ,appr_template_id(number) ,appr_system_type(text) ,appr_type(text) /* Main body of formula */ line_score = performance * weighting /* Return the line score */ RETURN line_score Sample Appraisal Competency Line-Scoring Formulas This topic includes the three supplied sample formulas of type Appraisal Competency Line Scoring. When you define a competency assessment template with a rating-scale type of Fast Formula Based Line Scoring, the application uses the formula you select to calculate the score for each competency in the Competencies section of the appraisal. Sample Formula PERF_X_PROF This sample formula returns a competency rating derived from specified performance and proficiency ratings. Business group and legislation code are global (null).
- 223. FastFormula 1-207 /**************************************************************** * * Formula Name : PERF_X_PROF * * Description : For a competency appraisal line, this formula * multiplies Performance and Proficiency. * * Formula Type : Appraisal Competency Line Scoring * * Inputs : 1) performance, number, default required * 2) proficiency, number, default required * 3) weighting, number, default required * 4) line_object_id (competency_id), number, always set * 5) appraisal_id, number, always set * 6) appr_template_id, number, always set * 7) appr_system_type (e.g.. SELF,EMP360,MGR360TRANS), text, always set * 8) appr_type, text * Note : For appraisal_id, appr_template_id, appr_system_type, appr_type * a) This is an input, not a context * b) No seeded DBIs use this * Outputs : 1) line_score, number * * Contexts : Business Group, Assignment, Organization, * Person, Date Earned * * Example DBIs : ptu_per_person_type, asg_grade, asg_job, * asg_status, asg_type, asg_primary, * asg_position, asg_hours, asg_salary * ****************************************************************/
- 224. 1-208 Oracle Human Resources Management Systems FastFormula User Guide /* Defaults for optional inputs and database items */ DEFAULT FOR performance IS 0 DEFAULT FOR proficiency IS 0 DEFAULT FOR weighting IS 0 /* Declare formula inputs */ INPUTS ARE performance(number) ,proficiency(number) ,weighting(number) ,line_object_id(number) ,appraisal_id(number) ,appr_template_id(number) ,appr_system_type(text) ,appr_type(text) /* Main body of formula */ line_score = performance * proficiency /* Return the line score */ RETURN line_score Sample Formula PERF_X_WEIGHTING This sample formula returns a competency rating derived from specified performance and weighting values. Business group and legislation code are global (null).
- 225. FastFormula 1-209 /**************************************************************** * * Formula Name : PERF_X_WEIGHTING * * Description : For a competency appraisal line, this formula * multiplies Performance and Weighting. * * Formula Type : Appraisal Competency Line Scoring * * Inputs : 1) performance, number, default required * 2) proficiency, number, default required * 3) weighting, number, default required * 4) line_object_id (competency_id), number, always set * 5) appraisal_id, number, always set * 6) appr_template_id, number, always set * 7) appr_system_type (e.g.. SELF,EMP360,MGR360TRANS), text, always set * 8) appr_type, text * Note : For appraisal_id, appr_template_id, appr_system_type, appr_type * a) This is an input, not a context * b) No seeded DBIs use this * Outputs : 1) line_score, number * * Contexts : Business Group, Assignment, Organization, * Person, Date Earned * * Example DBIs : ptu_per_person_type, asg_grade, asg_job, * asg_status, asg_type, asg_primary, * asg_position, asg_hours, asg_salary ****************************************************************/ /* Defaults for optional inputs and database items */
- 226. 1-210 Oracle Human Resources Management Systems FastFormula User Guide DEFAULT FOR performance IS 0 DEFAULT FOR proficiency IS 0 DEFAULT FOR weighting IS 0 /* Declare formula inputs */ INPUTS ARE performance(number) ,proficiency(number) ,weighting(number) ,line_object_id(number) ,appraisal_id(number) ,appr_template_id(number) ,appr_system_type(text) ,appr_type(text) /* Main body of formula */ line_score = performance * weighting /* Return the line score */ RETURN line_score Sample Formula PROF _X_WEIGHTING This sample formula returns a competency rating derived from specified proficiency and weighting values. Business group and legislation code are global (null).
- 227. FastFormula 1-211 /**************************************************************** * * Formula Name : PROF_X_WEIGHTING * * Description : For a competency appraisal line, this formula * multiplies Proficiency and Weighting. * * Formula Type : Appraisal Competency Line Scoring * * Inputs : 1) performance, number, default required * 2) proficiency, number, default required * 3) weighting, number, default required * 4) line_object_id (competency_id), number, always set * 5) appraisal_id, number, always set * 6) appr_template_id, number, always set * 7) appr_system_type (e.g.. SELF,EMP360,MGR360TRANS), text, always set * 8) appr_type, text * Note : For appraisal_id, appr_template_id, appr_system_type, appr_type * a) This is an input, not a context * b) No seeded DBIs use this * Outputs : 1) line_score, number * * Contexts : Business Group, Assignment, Organization, * Person, Date Earned * * Example DBIs : ptu_per_person_type, asg_grade, asg_job, * asg_status, asg_type, asg_primary, * asg_position, asg_hours, asg_salary ****************************************************************/ /* Defaults for optional inputs and database items */
- 228. 1-212 Oracle Human Resources Management Systems FastFormula User Guide DEFAULT FOR performance IS 0 DEFAULT FOR proficiency IS 0 DEFAULT FOR weighting IS 0 /* Declare formula inputs */ INPUTS ARE performance(number) ,proficiency(number) ,weighting(number) ,line_object_id(number) ,appraisal_id(number) ,appr_template_id(number) ,appr_system_type(text) ,appr_type(text) /* Main body of formula */ line_score = proficiency * weighting /* Return the line score */ RETURN line_score Sample Appraisal Total Scoring Formulas This topic includes the two supplied formulas of type Appraisal Total Scoring. When you define an appraisal template, you can select an Appraisal Total Score Formula to calculate the appraisee's suggested overall rating using the total scores for competencies and objectives. This total score appears in the Overall Ratings region of the Final Ratings page. Note: The Appraisal Total Score Formula must return a rating level ID rather than a rating value. See: Writing Formulas for Rating Competencies and Objectives, page 1- 143 Sample Formula SUM_COMP_AND_OBJ This sample formula adds the final scores for objectives and competencies and uses the result to identify a final rating.
- 229. FastFormula 1-213 /**************************************************************** * * Formula Name : SUM_COMP_AND_OBJ * * Description : This sums the competency and objective scores, * and then uses hard-coded bands to calculate * a final rating. * * Formula Type : Appraisal Total Scoring * * Inputs : 1) competency_score, number, always set * 2) objective_score, number, always set * 3) appraisal_id, number, always set * 4) appr_template_id, number, always set * 5) appr_system_type (e.g.. SELF,EMP360,MGR360TRANS), text, always set * 6) appr_type, text * Note : For appraisal_id, appr_template_id, appr_system_type, appr_type * a) This is an input, not a context * b) No seeded DBIs use this * * Outputs : 1) final_rating, number * * Contexts : Business Group, Assignment, Organization, * Person, Date Earned * * Example DBIs : ptu_per_person_type, asg_grade, asg_job, * asg_status, asg_type, asg_primary, * asg_position, asg_hours, asg_salary ****************************************************************/ /* Defaults for optional inputs and database items */
- 230. 1-214 Oracle Human Resources Management Systems FastFormula User Guide DEFAULT FOR competency_score IS 0 DEFAULT FOR objective_score IS 0 /* Declare formula inputs */ INPUTS ARE competency_score(number) ,objective_score(number) ,appraisal_id(number) /* Main body of formula. */ total_score = competency_score + objective_score /* Band the total score to give a final rating */ IF total_score < 50 THEN final_rating = 1 IF total_score >= 50 AND total_score < 100 THEN final_rating = 2 IF total_score >= 100 AND total_score < 150 THEN final_rating = 3 IF total_score >= 150 AND total_score < 200 THEN final_rating = 4 IF total_score >= 200 THEN final_rating = 5 /* Return the final rating */ RETURN final_rating Sample Formula AVG_COMP_AND_OBJ This sample formula calculates the average of the total scores for objectives and competencies and uses that value to identify a final rating.
- 231. FastFormula 1-215 /**************************************************************** * * Formula Name : AVG_COMP_AND_OBJ * * Description : This takes the average of the competency and * objective scores and then uses this to * determine the final rating. * * Formula Type : Appraisal Total Scoring * * Inputs : 1) competency_score, number, always set * 2) objective_score, number, always set * 3) appraisal_id, number, always set * 4) appr_template_id, number, always set * 5) appr_system_type (e.g.. SELF,EMP360,MGR360TRANS), text, always set * 6) appr_type, text * Note : For appraisal_id, appr_template_id, appr_system_type, appr_type * a) This is an input, not a context * b) No seeded DBIs use this * * Outputs : 1) final_rating, number * * Contexts : Business Group, Assignment, Organization, * Person, Date Earned * * Example DBIs : ptu_per_person_type, asg_grade, asg_job, * asg_status, asg_type, asg_primary, * asg_position, asg_hours, asg_salary ****************************************************************/ /* Defaults for optional inputs and database items */
- 232. 1-216 Oracle Human Resources Management Systems FastFormula User Guide DEFAULT FOR competency_score IS 0 DEFAULT FOR objective_score IS 0 /* Declare formula inputs */ INPUTS ARE competency_score(number) ,objective_score(number) ,appraisal_id(number) /* Main body of formula. */ avg_score = (competency_score + objective_score) / 2 /* Convert the average into a final rating */ IF avg_score < 1.5 THEN final_rating = 1 IF avg_score >= 1.5 AND avg_score < 2.5 THEN final_rating = 2 IF avg_score >= 2.5 AND avg_score < 3.5 THEN final_rating = 3 IF avg_score >= 3.5 AND avg_score < 4.5 THEN final_rating = 4 IF avg_score >= 4.5 THEN final_rating = 5 /* Return the final rating */ RETURN final_rating
- 233. FastFormula 1-217 Legislative Formulas Sample Accrual Formula (Belgium) This topic suggests how you can implement a whole range of accrual plan rules in your Accrual formula. The suggestions are based on the sample seeded Belgium PTO_BE_PREVYR_MULTIPLIER formula. The sample formula is for a plan with the following rules: • An accrual term of one calendar year starting 01 January. • Monthly accrual periods and a fixed accrual of 2 days per month. • Accrual for new hires begins on their hire date. The top level formula repeatedly calls another formula in a loop to calculate the accrual for each period. Both the top level formula (PTO_BE_PREVYR_MULTIPLIER) and the looping formula (PTO_BE_PREVYR_PERIOD_ACCRUAL) are given below. 1. /*---------------------------------------------- NAME : PTO_BE_PREVYR_MULTIPLER This formula calculates the PTO accrued at a given point in time ----------------------------------------------*/ 2. DEFAULT FOR EMP_HIRE_DATE IS '4712/12/31 00:00:00' (date) 3. DEFAULT FOR ACP_ENROLLMENT_START__DATE IS '0001/01/01 00:00:00' (date) 4. DEFAULT FOR ACP_ENROLLMENT_END_DATE IS '4712/12/31 00:00:00' (date) 5. DEFAULT FOR ACP_TERMINATION_DATE IS '4712/12/31 00:00:00' (date)
- 234. 1-218 Oracle Human Resources Management Systems FastFormula User Guide 6. DEFAULT FOR PEOPLE_BE_SCHOOL_LEAVER IS 'NO' 7. /*----------------------------------------------- The following is the date on which the number of accrued PTO days is required. -----------------------------------------------*/ 8. INPUTS ARE Calculation_Date (date) 9. /*----------------------------------------------- Get the basic dates and information used in the calculation of the accrued PTO. -----------------------------------------------*/ 10. PrevYr = TO_CHAR(ADD_MONTHS(calculation date,-12),'YYYY') 11. PrevYrStartDate=TO_DATE(PrevYr||'0101',YYYYMMDD') 12. PrevYrEndDate=TO_DATE(PrevYr||'1231', 'YYYYMMDD') 13. /*---------------------------------------------------- Calculate the start and end dates of the current year. . -----------------------------------------------------*/ 14. CurrYr=TO_CHAR(calculation_date, 'YYYY') 15. CurrYrStartDate=TO_DATE(CurrYr||'0101','YYYYMMDD') 16. CurrYrEndDate=TO_DATE(CurrYr||'1231','YYYYMMDD') 17. /*-------------------------------------------------- Calculate the total period over which PTO can be accrued for the plan.
- 235. FastFormula 1-219 ---------------------------------------------------*/ 18. AccrualPeriodStartDate=ACP_ENROLLMENT_START_DATE 19. AccrualPeriodEndDate=LEAST(ACP_ENROLLMENT_END_DATE, ACP_TERMINATION_DATE) 20. /*-------------------------------------------------- Calculate the total period over which absences can be recorded for the plan. ---------------------------------------------------*/ 21. AbsencePeriodStartDate=ACP_ENROLLMENT_START_DATE AbsencePeriodEnd=ACP_ENROLLMENT_END_DATE 22 /*----------------------------------------------- Get the date on which the employee was hired. -----------------------------------------------*/ 23. EmpHireDate=EMP_HIRE_DATE 24. /*------------------------------------------------ The next section calculates the PTO they accrued in the previous year. -------------------------------------------------*/ 25. /*----------------------------------------------- School Leavers If the school leaver joined the company and was enrolled on the plan in the previous year, then they automatically accrue the full entitlement for the next year i.e. 24 days. If this condition is not met then the general rules apply.
- 236. 1-220 Oracle Human Resources Management Systems FastFormula User Guide ------------------------------------------------*/ 26. IF((EmpHireDate>=PrevYrStartDate)AND 27. (EmpHireDate<=PrevYrEndDate) AND 28. (AccrualPeriodStartDate<=PrevYrEndDate) AND 29. (AccrualPeriodEndDate>=PrevYrStartDate) AND 30. (PEOPLE_BE_SCHOOL_LEAVER='YES')) THEN ( 31. PrevYrAccruedPTO=24 ) 32. /*----------------------------------------------- General rule: Accrue 2 days per complete calendar month in the previous year when they were enrolled on the plan. If they joined the plan on or before the 15th of the month then the month is included. If they were terminated, then only include the month if it was the last day of the month. --------------------------------------------------------*/ ELSE 33. /*----------------------------------------------------- They started accruing PTO after the end of the previous year or ceased to accrue PTO before the start of the previous year. --------------------------------------------------------*/ 34. IF ((AccrualPeriodStartDate>PrevYrEndDate)OR(AccrualPeriodEndDate<PrevYrSta rtDate))
- 237. FastFormula 1-221 THEN ( 35. PeriodsToCount=0 ) 36. /*------------------------------------------------------- They were eligible for accruing PTO at some point during the previous year. --------------------------------------------------------*/ ELSE ( 37. /*-------------------------------------------------- Calculate the date in the previous year from which they started accruing PTO. -----------------------------------------------------*/ 38. PrevYrAccrualPeriodStartDate=GREATEST(PrevYrStartDate, AccrualPeriodStartDate) 39. /*--------------------------------------------------- Calculate the date in the previous year from which they stopped accruing PTO. ------------------------------------------------------*/ 40. PrevYrAccrualPeriodEndDate=LEAST(PrevYrEndDate, AccrualPeriodEndDate) 41. /*---------------------------------------------------- Their eligibility started on or before the 15th of the month so include it as a month where they can accrue PTO.
- 238. 1-222 Oracle Human Resources Management Systems FastFormula User Guide -----------------------------------------------------*/ 42. IF(TO_NUMBER(TO_CHAR(PrevYrAccrualPeriodStartDate, 'DD'))<=15)THEN ( 43. StartPeriodNum=TO_NUMBER(TO_CHAR(PrevYrAccrualPeriodStartDate, 'MM')) ) 44. /*-------------------------------------------------------- Their eligibility started after the 15th of the month so exclude it as a month they can accrue PTO. ---------------------------------------------------------*/ ELSE ( 45. StartPeriodNum=TO_NUMBER(TO_CHAR(PrevYrAccrualPeriodStartDate, 'MM'))+1 ) 46. /*--------------------------------------------------------- Their eligibility ended at the end of the month so include it as a month where they can accrue PTO -----------------------------------------------------------*/ 47. IF (TO_NUMBER(TO_CHAR(PrevYrAccrualPeriodStartDate,'DD'))<=15)THEN ( StartPeriodNum=TO_NUMBER(TO_CHAR(PrevYrAccrualPeriodStartDate,'MM')) ) 48. /* -------------------------------------------------------- Their eligibility started after the 15th of the month so
- 239. FastFormula 1-223 exclude it as a month where they can accrue PTO. ---------------------------------------------------------*/ ELSE ( 49. StartPeriodNum=TO_NUMBER(TO_CHAR(PrevYrAccrualPeriodStartDate, 'MM'))+1 ) 50. /* ------------------------------------------------------- Their eligibility ended at the end of the month so include it as a month where they can accrue PTO. ---------------------------------------------------------*/ 51. LastDayOfMonth=ADD_DAYS(TO_DATE(TO_CHAR(ADD_MONTHS(PrevYrAccrualPeriodEn dDate,1),'YYYYMM')||'01','YYYYMMDD'),-1) 52. IF (PrevYrAccrualPeriodEndDate=LastDayOfMonth) THEN ( 53. EndPeriodNum=TO_NUMBER(TO_CHAR(PrevYrAccrualPeriodEndDate,'MM')) ) 54. /* ------------------------------------------------------- Their eligibility ended during the month so exclude it as a month where they can accrue PTO. -----------------------------------------------------------*/ ELSE ( 55. EndPeriodNum=TO_NUMBER(TO_CHAR(PrevYrAccrualPeriodEndDate, 'MM'))-1
- 240. 1-224 Oracle Human Resources Management Systems FastFormula User Guide ) 56. /*-------------------------------------------------------- There were no periods in the previous year from which to accrue PTO. ---------------------------------------------------------*/ 57. IF((StartPeriodNum>12)OR(EndPeriodNum<1)OR(StartPeriodNum>EndPeriodNum)) THEN ( 58. PeriodsToCount=0 ) 59. /*------------------------------------------------------ Calculate the number of periods in the previous year from which to accrue PTO. -------------------------------------------------------*/ ELSE ( 60. PeriodsToCount=EndPeriodNum-StartPeriodNum+1 ) ) 61. /*----------------------------------------------------------- They have at least one calendar month in which they can accrue PTO so loop for each month and sum the total accrued PTO.
- 241. FastFormula 1-225 ------------------------------------------------------------*/ 62. IF (PeriodsToCount>0)THEN . ( 63. /* ------------------------------------------------------- Set up variables to be used by the subformula. --------------------------------------------------------*/ 64. E=set_number('total_accrued_pto',0) 65. E=set_number('periods_to_count',PeriodsToCount) 66. E = set_text('prev_year',PrevYr) 67. E = set_number('period_count',1) 68. E = set_number('period_num',StartPeriodNum) 69. /*-------------------------------------------------------- Loop for each eligible period within the previous year. --------------------------------------------------------*/ 70. E = LOOP_CONTROL('PTO_BE_PREVYR_PERIOD_ACCRUAL') 71. /*----------------------------------------------------------- Get the total calculated accrued PTO. -----------------------------------------------------------*/ 72. PrevYrAccruedPTO=get_number('total_accrued_pto') ) 73. /*----------------------------------------------------------- They have no calendar months in which they can accrue PTO -----------------------------------------------------------*/ Else
- 242. 1-226 Oracle Human Resources Management Systems FastFormula User Guide ( 74. PrevYrAccruedPTO=0 ) ( 75. /*----------------------------------------------------------- Calculate the adjustment to be made to the total accrued PTO for this year i.e any holidays already taken, any carryover, and also any other extra entitlements/reductions (holidays bought/sold). -------------------------------------------------------------*/ 76. /*----------------------------------------------------------- Calculate the start date in the current year over which to count absences. -----------------------------------------------------------*/ 77. CurrYrAbsenceStartDate=GREATEST(CurrYrStartDate, AbsencePeriodSTartDate) 78. /*----------------------------------------------------------- Calculate the end date in the current year over which to count absences. -----------------------------------------------------------*/ 79. CurrYrAbsenceEndDate=calculation_date 80. /*----------------------------------------------------------- Calculate the outstanding accrued PTO for the current year. ------------------------------------------------------------*/
- 243. FastFormula 1-227 81. total_accrued_pto=PrevYrAccruedPTO 82. effective_start_date=CurrYrAbsenceStartDate 83. effective_end_date=CurrYrAbsenceEndDate 84. effective_end_date=CurrYrAbsenceEndDate 85. RETURN total_accrued_pto, effective_start_date, effective_end_date, accrual_end_date Looping Formula 1. /* ---------------------------------------------- NAME : PTO_BE_PREVYR_PERIOD_ACCRUAL This formula calculates the accrued PTO for a particular calendar month. ------------------------------------------------*/ 2. TotalAccruedPTO=get_number('total_accrued_pto') 3. PeriodsToCount=get_number('periods_to_count') 4. PrevYr=get_text('prev_year') 5. PeriodCount=get_number('period_count') 6. PeriodNum=get_number('period_num') 8. /*----------------------------------------------- Calculate the start and end dates of the period. 9. Note: This is always a calendar month. ....-----------------------------------------------------*/ 11. CurrPerStartDate=TO_DATE(PrevYr||LPAD(TO_CHAR(PeriodNum),2,'0')||'01','Y YYYMMDD') 12. CurrPerEndDate=ADD_DAYS(ADD_MONTHS(CurrPerStartDate,1),-1)
- 244. 1-228 Oracle Human Resources Management Systems FastFormula User Guide 13 /*----------------------------------------------------- Calculate the accrued PTO for the period. In this example 2 days are accrued per calendar month. */--------------------------------------------------------- 14. PeriodAccruedPTO=2 15. /* -------------------------------------------------- Add the accrued PTO for the period to the running total. ----------------------------------------------------*/ 16. E=set_number('total_accrued_pto',TotalAccruedPTO+PeriodAccruedPTO) 17. /*----------------------------------------------- There is at least one more period to process. -----------------------------------------------*/ 18. IF PeriodCount+1<=PeriodsToCount THEN ( 19. E=set_number('period_count',PeriodCount+1) E=set_number('period_num',PeriodNum+1) 20. continue_processing_flag='Y' ) 21. ELSE ( 22. continue_processing_flag='N' ) 23. RETURN continue_processing_flag
- 245. FastFormula 1-229 Changing the Accrual Term Start and End Dates The accrual term start date is set to 01 January at line 11 of the sample top level formula. To use another fixed date (such as 01 June) replace this line with the following: PrevYrStartDate = to_date(PrevYr||'0601','YYYYMMDD') The end date is set to 31st December at line 12 of the sample formula. To use another fixed date (such as 31st May) replace this line with the following: PrevYrEndDate = to_date(PrevYr||'3105','YYYYMMDD') Changing the Ceiling In the sample top level formula, the ceiling is set to 0, which means that no ceiling is set. You can change the ceiling within the formula if you want to include a ceiling amount: E = SET_NUMBER('CEILING', 20) You can also set the ceiling outside the formula, using the Accrual Bands window or a user table. Changing the School Leavers PTO Entitlement The sample formula sets the amount of accrued PTO that a school leaver can receive in line 31. You can edit this amount to suit your business requirements. If the formula uses the School leaver calculation, the looping formula is not called because it does not need to loop through the eligible periods and calculate accrued PTO. Changing the Eligibility Periods The sample formula assumes that for an employee to be eligible to accrue PTO in a calendar month they must have joined on or before the 15th of the month. You can change this date in line 42. Lines 43 through 60 contain the logic to see if an employee is eligible to accrue the PTO for a month. Changing the Amount of Accrued Time Allowed The sample formula specifies a fixed amount of PTO that is allowed per calendar month. This is set in line 14 of the looping formula. You can change this to suit your business requirements: PeriodAccruedPTO=3 A further example of an accrual formula and suggested ways of implementing accrual plan rules is described in Sample Accrual Formula, page 1-157. Sample Accrual Formulas for Absence (Hungary) This topic provides four sample accrual formulas for calculating the employee's holiday
- 246. 1-230 Oracle Human Resources Management Systems FastFormula User Guide entitlements as required for the Hungarian Absence Report. You can record and report the entitlement amounts for the following holiday types: • Base Holiday • Additional holiday for bringing up children • Other Additional Holiday • Sickness Holiday The following table lists the sample accrual formulas that you can use, as supplied, or use them as models to create your own, incorporating the rules required for your accrual plans. Hungarian Sample Formulas Holiday Type Formula Description Base Holiday HU_BASE_HOLIDAY MULTIPLIER This formula calculates the accrual rate for base holiday in a specific period. See: Sample Formula for Base Holiday, page 1-231 Additional Holiday for bringing up children HU_ADD_CHILD_CARE_H OLIDAY_MULTIPLIER This formula calculates the Additional Holiday for bringing up children. See: Sample Formula for Additional Holiday, page 1- 240 Other Additional Holiday HU_OTHER_ADD_HOLIDA Y_MULTIPLIER This formula calculates the Other Additional Holiday such as Youthful holiday and Additional Health Holiday. See: Sample Formula for Other Additional Holiday, page 1-252 Sickness Holiday HU_SICKNESS_HOLIDAY_ MULTIPLIER This formula calculates the Sickness Holiday. See: Sample Formula for Sickness Holiday, page 1-260 You can use the Carry Over Formula, HU_ABS_CARRYOVER_FORMULA to calculate any carry over for the above holiday entitlements. See: Sample Formula for Carry Over
- 247. FastFormula 1-231 Absence, page 1-269 Sample Formula for Base Holiday (Hungary) Oracle HRMS provides the HU_BASE_HOLIDAY MULTIPLIER sample formula to calculate the accrual rate for Base Holiday in a specific period as required for the Hungarian Absence Report. The sample formula is for an accrual plan with the following rules: • Entitlement for Base Holiday depends on the employee's age. • Entitlement depends on the number of days worked in a week and takes in to account any work pattern changes within the leave year. • Base holiday for new hires begins on their hire date. • The formula calculates proportionately if the employee's birthday falls within the current year. The following table lists the Base Holiday entitlements for employees based on their age and a five day work pattern. Base Holiday entitlements Employee's Age Base Holiday entitlement Until age 24 20 working days holiday From age 25 21 working days holiday From age 28 22 working days holiday From age 31 23 working days holiday From age 33 24 working days holiday From age 35 25 working days holiday From age 37 26 working days holiday From age 39 27 working days holiday From age 41 28 working days holiday
- 248. 1-232 Oracle Human Resources Management Systems FastFormula User Guide Employee's Age Base Holiday entitlement From age 43 29 working days holiday From age 45 30 working days holiday The following formula HU_BASE_HOLIDAY MULTIPLIER considers the employee's age and a five-day work pattern for employees to calculate the Base Holiday entitlement. The HU_BASE_HOLIDAY MULTIPLIER formula repeatedly calls another formula in a loop, HU_BASE_HOLIDAY_PERIOD_ACCRUAL to calculate the accrual for each period. You use the above formulas along with the carry over formula HU_ABS_HOLIDAY_CARRY_OVER. See: Sample Formula for Carry Over Absence, page 1-269 The top-level formula HU_BASE_HOLIDAY_MULTIPLIER and the looping formula HU_BASE_HOLIDAY_PERIOD_ACCRUAL are given below.
- 249. FastFormula 1-233 /* ------------------------------------------------------------------- NAME : HU_BASE_HOLIDAY_MULTIPLER This formula calculates the total accrued base holiday for a specific period ------------------------------------------------------------------*/ DEFAULT FOR ACP_INELIGIBILITY_PERIOD_TYPE IS 'CM' DEFAULT FOR ACP_INELIGIBILITY_PERIOD_LENGTH IS 0 DEFAULT FOR ACP_CONTINUOUS_SERVICE_DATE IS '4712/12/31 00:00:00' (date) DEFAULT FOR ACP_ENROLLMENT_END_DATE IS '4712/12/31 00:00:00' (date) DEFAULT FOR ACP_TERMINATION_DATE IS '4712/12/31 00:00:00' (date) DEFAULT FOR ACP_ENROLLMENT_START_DATE IS '4712/12/31 00:00:00' (date) DEFAULT FOR ACP_SERVICE_START_DATE IS '4712/12/31 00:00:00' (date) INPUTS ARE Calculation_Date (date) Accruing_Frequency = ' ' Accruing_Multiplier = 0 E = SET_DATE('CALCULATION_DATE',Calculation_Date) /* ------------------------------------------------------------------- Set the payroll period, accruing frequency, and accruing multiplier based on the payroll. -----------------------------------------------------------------*/ Payroll_period = HU_PAYROLL_PERIODS(Calculation_Date ,Accruing_Frequency ,Accruing_Multiplier) E = SET_TEXT('ACCRUING_FREQUENCY', Accruing_Frequency) E = SET_NUMBER('ACCRUING_MULTIPLIER', Accruing_Multiplier) Beginning_Of_Calculation_Year = TO_DATE('0101'||TO_CHAR(Calculation_Date,'YYYY') ,'DDMMYYYY') IF Beginning_Of_Calculation_Year > Calculation_Date THEN ( Beginning_of_Calculation_Year = ADD_MONTHS(Beginning_Of_Calculation_Year, -12) ) /* ------------------------------------------------------------------- Set the start and end dates of the first accrual period in the calculation year ------------------------------------------------------------------*/ E = SET_DATE('BEGINNING_OF_CALCULATION_YEAR' , Beginning_Of_Calculation_Year) E = GET_PERIOD_DATES(Beginning_of_Calculation_Year, Accruing_Frequency, Beginning_Of_Calculation_Year, Accruing_Multiplier) First_Period_SD = GET_DATE('PERIOD_START_DATE') First_Period_ED = GET_DATE('PERIOD_END_DATE') /* ------------------------------------------------------------------- Set the Calculation_Date to the Termination Date if not null -----------------------------------------------------------------*/
- 250. 1-234 Oracle Human Resources Management Systems FastFormula User Guide IF NOT (ACP_TERMINATION_DATE WAS DEFAULTED) OR NOT (ACP_ENROLLMENT_END_DATE WAS DEFAULTED) THEN ( Early_End_Date = least(ACP_TERMINATION_DATE, ACP_ENROLLMENT_END_DATE) IF (Early_End_Date < Calculation_Date) THEN ( Calculation_Date = Early_End_Date ) ) /* ------------------------------------------------------------------- Get the last whole period prior to the Calculation_Date and ensure that it is within the year (if the Calculation_Date is the end of a period then use that period) -----------------------------------------------------------------*/ E = GET_PERIOD_DATES(Calculation_Date ,Accruing_Frequency ,Beginning_of_Calculation_Year ,Accruing_Multiplier) Calculation_Period_SD = GET_DATE('PERIOD_START_DATE') Calculation_Period_ED = GET_DATE('PERIOD_END_DATE') /* ------------------------------------------------------------------- Set the Continuous Service Global Variable, whilst also ensuring that the continuous service date is before the Calculation Period ------------------------------------------------------------------*/ IF (ACP_CONTINUOUS_SERVICE_DATE WAS DEFAULTED) THEN ( E = SET_DATE('CONTINUOUS_SERVICE_DATE', ACP_SERVICE_START_DATE) ) ELSE IF(ACP_CONTINUOUS_SERVICE_DATE > Calculation_Period_SD) THEN ( E = SET_DATE('CONTINUOUS_SERVICE_DATE' , ACP_CONTINUOUS_SERVICE_DATE) ) ELSE ( E = SET_DATE('CONTINUOUS_SERVICE_DATE' , ACP_CONTINUOUS_SERVICE_DATE) ) Continuous_Service_Date = GET_DATE('CONTINUOUS_SERVICE_DATE') First_Eligible_To_Accrue_Date = Continuous_Service_Date /*-------------------------------------------------------------------- Determine the date on which accrued PTO may first be registered, i.e. the date on which the Ineligibility Period expires -----------------------------------------------------------------*/ Accrual_Ineligibility_Expired_Date = First_Eligible_To_Accrue_Date IF (ACP_INELIGIBILITY_PERIOD_LENGTH > 0) THEN ( IF ACP_INELIGIBILITY_PERIOD_TYPE = 'BM' THEN (
- 251. FastFormula 1-235 Accrual_Ineligibility_Expired_Date = ADD_MONTHS(Continuous_Service_Date, ACP_INELIGIBILITY_PERIOD_LENGTH*2) ) ELSE IF ACP_INELIGIBILITY_PERIOD_TYPE = 'F' THEN ( Accrual_Ineligibility_Expired_Date = ADD_DAYS(Continuous_Service_Date, ACP_INELIGIBILITY_PERIOD_LENGTH*14) ) ELSE IF ACP_INELIGIBILITY_PERIOD_TYPE = 'CM' THEN ( Accrual_Ineligibility_Expired_Date = ADD_MONTHS(Continuous_Service_Date, ACP_INELIGIBILITY_PERIOD_LENGTH) ) ELSE IF ACP_INELIGIBILITY_PERIOD_TYPE = 'LM' THEN ( Accrual_Ineligibility_Expired_Date = ADD_DAYS(Continuous_Service_Date, ACP_INELIGIBILITY_PERIOD_LENGTH*28) ) ELSE IF ACP_INELIGIBILITY_PERIOD_TYPE = 'Q' THEN ( Accrual_Ineligibility_Expired_Date = ADD_MONTHS(Continuous_Service_Date, ACP_INELIGIBILITY_PERIOD_LENGTH*3) ) ELSE IF ACP_INELIGIBILITY_PERIOD_TYPE = 'SM' THEN ( Accrual_Ineligibility_Expired_Date = ADD_MONTHS(Continuous_Service_Date, ACP_INELIGIBILITY_PERIOD_LENGTH/2) ) ELSE IF ACP_INELIGIBILITY_PERIOD_TYPE = 'SY' THEN ( Accrual_Ineligibility_Expired_Date = ADD_MONTHS(Continuous_Service_Date, ACP_INELIGIBILITY_PERIOD_LENGTH*6) ) ELSE IF ACP_INELIGIBILITY_PERIOD_TYPE = 'W' THEN ( Accrual_Ineligibility_Expired_Date = ADD_DAYS(Continuous_Service_Date, ACP_INELIGIBILITY_PERIOD_LENGTH*7) ) ELSE IF ACP_INELIGIBILITY_PERIOD_TYPE = 'Y' THEN ( Accrual_Ineligibility_Expired_Date = ADD_MONTHS(Continuous_Service_Date, ACP_INELIGIBILITY_PERIOD_LENGTH*12) ) IF Accrual_Ineligibility_Expired_Date > First_Eligible_To_Accrue_Date AND Calculation_Date < Accrual_Ineligibility_Expired_Date THEN ( First_Eligible_To_Accrue_Date = Accrual_Ineligibility_Expired_Date ) ) /* -------------------------------------------------------------------
- 252. 1-236 Oracle Human Resources Management Systems FastFormula User Guide Get the first full period following the First_Eligible_To_Accrue_Date (if it falls on the beginning of the period then use that period) --------------------------------------------------------------------*/ IF First_Eligible_To_Accrue_Date > Beginning_Of_Calculation_Year THEN ( E = GET_PERIOD_DATES(First_Eligible_To_Accrue_Date ,Accruing_Frequency ,Beginning_Of_Calculation_Year ,Accruing_Multiplier) First_Eligible_To_Accrue_Period_SD = GET_DATE('PERIOD_START_DATE') First_Eligible_To_Accrue_Period_ED = GET_DATE('PERIOD_END_DATE') IF (First_Eligible_To_Accrue_Period_SD > Calculation_Period_ED) THEN ( Total_Accrued_PTO = 0 E = PUT_MESSAGE('HR_52793_PTO_FML_ASG_INELIG') ) ) ELSE ( First_Eligible_To_Accrue_Period_SD = First_Period_SD First_Eligible_To_Accrue_Period_ED = First_Period_ED ) /* ------------------------------------------------------------------- Determine the date on which PTO actually starts accruing based on Hire Date, Continuous Service Date and Plan Enrollment Start Date. -------------------------------------------------------------------*/ IF Continuous_Service_date = ACP_CONTINUOUS_SERVICE_DATE THEN ( Actual_Accrual_Start_Date = Continuous_service_Date ) ELSE ( Actual_Accrual_Start_Date = GREATEST(Continuous_Service_Date, ACP_ENROLLMENT_START_DATE, First_Period_SD) ) /* ------------------------------------------------------------------- Determine the actual start date and end date of the first accrual period to use in the accrual calculation. Get the start date and end dates of the accrual period in which the Actual Accrual Start Date falls. -----------------------------------------------------------------*/ IF (Actual_Accrual_Start_Date > First_Period_SD AND Actual_Accrual_Start_Date > First_Eligible_To_Accrue_Period_SD) THEN ( E = GET_PERIOD_DATES(Actual_Accrual_Start_Date, Accruing_Frequency, Beginning_Of_Calculation_Year, Accruing_Multiplier) Accrual_Start_Period_SD = GET_DATE('PERIOD_START_DATE') Accrual_Start_Period_ED = GET_DATE('PERIOD_END_DATE')
- 253. FastFormula 1-237 /* ------------------------------------------------------------------- If the Actual Accrual Period is after the Calculation Period then end the processing. -----------------------------------------------------------------*/ IF (Accrual_Start_Period_SD > Calculation_Period_ED) THEN ( Total_Accrued_PTO = 0 E = PUT_MESSAGE('HR_52797_PTO_FML_ACT_ACCRUAL') ) ) ELSE IF (First_Eligible_To_Accrue_Period_SD > First_Period_SD) THEN ( Accrual_Start_Period_SD = First_Eligible_To_Accrue_Period_SD Accrual_Start_Period_ED = First_Eligible_To_Accrue_Period_ED ) ELSE ( Accrual_Start_Period_SD = First_Period_SD Accrual_Start_Period_ED = First_Period_ED ) /* ------------------------------------------------------------------ Now set up the information that will be used in when looping through the periods and call the accrual sub formula. ----------------------------------------------------------------*/ IF Calculation_Period_ED >= Accrual_Start_Period_ED THEN ( E = set_date('PERIOD_SD',Accrual_Start_Period_SD) E = set_date('PERIOD_ED',Accrual_Start_Period_ED) E = set_date('LAST_PERIOD_SD',Calculation_Period_SD) E = set_date('LAST_PERIOD_ED',Calculation_Period_ED) E = set_number('TOTAL_ACCRUED_PTO',0) E = LOOP_CONTROL('HU_BASE_HOLIDAY_PERIOD_ACCRUAL') Total_Accrued_PTO = ROUND(get_number('TOTAL_ACCRUED_PTO')) ) IF Accrual_Start_Period_SD <= Calculation_Period_SD THEN ( Accrual_end_date = Calculation_Period_ED ) Effective_Start_Date = Accrual_Start_Period_SD Effective_End_Date = Calculation_Period_ED IF Effective_Start_Date >= Effective_End_Date THEN ( Effective_Start_Date = Effective_End_Date ) RETURN Total_Accrued_PTO ,Effective_start_date ,Effective_end_date ,Accrual_end_date Looping Formula
- 254. 1-238 Oracle Human Resources Management Systems FastFormula User Guide /* ------------------------------------------------------------------- NAME : HU_BASE_HOLIDAY_PERIOD_ACCRUAL This formula calculates the number of base holiday accrued for a particular period. ------------------------------------------------------------------*/ /*-------------------------------------------------------------------- Get the global variable to be used in this formula ------------------------------------------------------------------*/ DEFAULT FOR ACP_TERMINATION_DATE IS '4712/12/31 00:00:00' (date) DEFAULT FOR EMP_HIRE_DATE IS '4712/12/31 00:00:00' (date) DEFAULT FOR person_dob IS '4712/12/31 00:00:00' (date) Continuous_Service_Date = GET_DATE('CONTINUOUS_SERVICE_DATE') Total_Accrued_PTO = GET_NUMBER('TOTAL_ACCRUED_PTO') Period_SD = GET_DATE('PERIOD_SD') Period_ED = GET_DATE('PERIOD_ED') Last_Period_SD = GET_DATE('LAST_PERIOD_SD') Last_Period_ED = GET_DATE('LAST_PERIOD_ED') Accruing_Frequency = GET_TEXT('ACCRUING_FREQUENCY') Accruing_Multiplier = GET_NUMBER('ACCRUING_MULTIPLIER') Beginning_of_Calculation_Year = GET_DATE('BEGINNING_OF_CALCULATION_YEAR') Calculation_Date = GET_DATE('CALCULATION_DATE') Accrual_Rate = 0 /* ------------------------------------------------------------------- Get the person date of birth and compute the age. -----------------------------------------------------------------*/ Person_dob = HU_PERSON_DOB(Calculation_Date) Age = FLOOR(MONTHS_BETWEEN(Period_ED,Person_dob)/12) /* ------------------------------------------------------------------- Set the payroll period, accruing frequency and accruing multiplier based on the payroll. -----------------------------------------------------------------*/ Payroll_period = HU_PAYROLL_PERIODS(Calculation_Date ,Accruing_Frequency ,Accruing_Multiplier) /* ------------------------------------------------------------------- Set period start date and period end date as employee hire date and employee termination date if the hire date and termination date falls with in the calculation period. -----------------------------------------------------------------*/ IF EMP_HIRE_DATE > Period_SD AND EMP_HIRE_DATE < Period_ED THEN Period_SD = EMP_HIRE_DATE IF ACP_TERMINATION_DATE > Period_SD AND ACP_TERMINATION_DATE < Period_ED THEN Period_ED = ACP_TERMINATION_DATE DOB = TO_DATE(TO_CHAR(Person_dob,'DD/MM/') ||TO_CHAR(PERIOD_SD,'YYYY'),'DD/MM/YYYY') /* -------------------------------------------------------------------
- 255. FastFormula 1-239 Set the accrual rate based on the age of the employee and on five day work pattern. -----------------------------------------------------------------*/ IF (DOB >= PERIOD_SD AND DOB <= PERIOD_ED) AND (AGE = 25 OR AGE = 28 OR AGE = 31 OR AGE = 33 OR AGE = 35 OR AGE = 37 OR AGE = 39 OR AGE = 41 OR AGE = 43 OR AGE = 45) THEN ( X = HU_ABS_GET_WORKING_DAYS(PERIOD_SD,ADD_DAYS(DOB,-1)) Y = HU_ABS_GET_WORKING_DAYS(DOB,Period_ED) IF Age = 25 THEN Accrual_Rate = ((20/260)* X +(21/260)* Y) ELSE IF Age = 28 THEN Accrual_Rate = ((21/260)* X +(22/260)* Y) ELSE IF Age = 31 THEN Accrual_Rate = ((22/260)* X +(23/260)* Y) ELSE IF Age = 33 THEN Accrual_Rate = ((23/260)* X +(24/260)* Y) ELSE IF Age = 35 THEN Accrual_Rate = ((24/260)* X +(25/260)* Y) ELSE IF Age = 37 THEN Accrual_Rate = ((25/260)* X +(26/260)* Y) ELSE IF Age = 39 THEN Accrual_Rate = ((26/260)* X +(27/260)* Y) ELSE IF Age = 41 THEN Accrual_Rate = ((27/260)* X +(28/260)* Y) ELSE IF Age = 43 THEN Accrual_Rate = ((28/260)* X +(29/260)* Y) ELSE IF Age = 45 THEN Accrual_Rate = ((29/260)* X +(30/260)* Y) ) ELSE ( X = HU_ABS_GET_WORKING_DAYS(PERIOD_SD,PERIOD_ED) IF Age <= 24 THEN Accrual_Rate = ((20/260)*X) ELSE IF (Age >= 25 AND Age < 28) THEN Accrual_Rate = ((21/260)*X) ELSE IF (Age >= 28 AND Age < 31) THEN Accrual_Rate = ((22/260)*X) ELSE IF (Age >= 31 AND Age < 33) THEN Accrual_Rate = ((23/260)*X) ELSE IF (Age >= 33 AND Age < 35) THEN Accrual_Rate = ((24/260)*X) ELSE IF (Age >= 35 AND Age < 37) THEN Accrual_Rate = ((25/260)*X) ELSE IF (Age >= 37 AND Age < 39) THEN Accrual_Rate = ((26/260)*X) ELSE IF (Age >= 39 AND Age < 41) THEN Accrual_Rate = ((27/260)*X) ELSE IF (Age >= 41 AND Age < 43) THEN Accrual_Rate = ((28/260)*X) ELSE IF (Age >= 43 AND Age < 45) THEN Accrual_Rate = ((29/260)*X) ELSE Accrual_Rate = ((30/260)*X) ) Period_Accrued_PTO = Accrual_Rate
- 256. 1-240 Oracle Human Resources Management Systems FastFormula User Guide E = SET_NUMBER('TOTAL_ACCRUED_PTO', Total_Accrued_PTO +Period_Accrued_PTO) /* ------------------------------------------------------------------- Establish whether the current period is the last one, if so end the processing, otherwise get the next period. -----------------------------------------------------------------*/ IF Period_SD >= Last_Period_SD THEN ( Continue_Processing_Flag = 'N' ) ELSE ( E = GET_PERIOD_DATES(ADD_DAYS(Period_ED,1), Accruing_Frequency, Beginning_of_Calculation_Year, Accruing_Multiplier) E = SET_DATE('PERIOD_SD', GET_DATE('PERIOD_START_DATE')) E = SET_DATE('PERIOD_ED', GET_DATE('PERIOD_END_DATE')) Continue_Processing_Flag = 'Y' ) Return Continue_Processing_Flag Sample Formula for Additional Holiday (Hungary) Oracle HRMS provides the HU_ADD_CHILD_CARE_HOLIDAY_MULTIPLIER sample formula to calculate the accrual rate for Additional Holiday for bringing up children in a specific period as required for the Hungarian Absence Report. The sample formula is for an accrual plan with the following rules: • Entitlement depends on the age and number of children (given in the table below) • Both parents work and share the entitlement. This eligibility is based on the value in the Holiday for Child Care field in the Further Contact Relationship Info on the Contact window. • Additional Holiday for bringing up children for new hires depends on Hire Date. • Entitlement begins from the birth date of the child, if a child is born during the leave year. The following table lists the Additional Holiday entitlements for employees based on the number of children.
- 257. FastFormula 1-241 Additional Holiday entitlements Number of Children Additional Holiday entitlement After 1 child 2 working days After 2 children 4 working days After more than 2 children 7 working days The HU_ADD_CHILD_CARE_HOLIDAY_MULTIPLIER formula calls another formula HU_ADD_CHILD_CARE_HOLIDAY_PERIOD_ACCRUALcalculate the accrual for each period. You use the sample formulas along with the carry over formula HU_ABS_HOLIDAY_CARRY_OVER. See: Sample Formula for Carry Over Absence, page 1-269 The sample HU_ADD_CHILD_CARE_HOLIDAY_MULTIPLIER and the looping HU_ADD_CHILD_CARE_HOLIDAY_PERIOD_ACCRUAL formula are given below:
- 258. 1-242 Oracle Human Resources Management Systems FastFormula User Guide /* ------------------------------------------------------------------- NAME : HU_ADD_CHILD_CARE_HOLIDAY_MULTIPLIER This formula calculates the total accrued additional child care holiday for a specific period. -----------------------------------------------------------------*/ DEFAULT FOR ACP_INELIGIBILITY_PERIOD_TYPE IS 'CM' DEFAULT FOR ACP_INELIGIBILITY_PERIOD_LENGTH IS 0 DEFAULT FOR ACP_CONTINUOUS_SERVICE_DATE IS '4712/12/31 00:00:00'(DATE) DEFAULT FOR ACP_ENROLLMENT_END_DATE IS '4712/12/31 00:00:00' (DATE) DEFAULT FOR ACP_TERMINATION_DATE IS '4712/12/31 00:00:00' (DATE) DEFAULT FOR ACP_ENROLLMENT_START_DATE IS '4712/12/31 00:00:00' (DATE) DEFAULT FOR ACP_SERVICE_START_DATE IS '4712/12/31 00:00:00' (DATE) INPUTS ARE Calculation_Date (DATE) Accruing_Frequency = ' ' Accruing_Multiplier = 0 /* ------------------------------------------------------------------- Set the payroll period, accruing frequency, and accruing multiplier based on the payroll. -----------------------------------------------------------------*/ No_of_Payroll_Periods = HU_PAYROLL_PERIODS (Calculation_Date ,Accruing_Frequency ,Accruing_Multiplier) E = SET_TEXT('ACCRUING_FREQUENCY', Accruing_Frequency) E = SET_NUMBER('ACCRUING_MULTIPLIER', Accruing_Multiplier) /* ------------------------------------------------------------------- Calculate the start and end dates of the current leave year. ------------------------------------------------------------------*/ Beginning_Of_Calculation_Year=TO_DATE('0101'||to_char(Calculation_Date ,'YYYY'),'DDMMYYYY') End_Of_Calculation_Year = TO_DATE('3112'||to_char(Calculation_Date ,'YYYY'),'DDMMYYYY') /* ------------------------------------------------------------------- Set the start and end dates of the first accrual period in the calculation year. ------------------------------------------------------------------*/ IF Beginning_Of_Calculation_Year > Calculation_Date THEN ( Beginning_of_Calculation_Year = ADD_MONTHS(Beginning_Of_Calculation_Year, -12) ) E = SET_DATE('BEGINNING_OF_CALCULATION_YEAR' ,Beginning_Of_Calculation_Year) E = GET_PERIOD_DATES(Beginning_of_Calculation_Year ,Accruing_Frequency ,Beginning_Of_Calculation_Year ,Accruing_Multiplier)
- 259. FastFormula 1-243 First_Period_SD = GET_DATE('PERIOD_START_DATE') First_Period_ED = GET_DATE('PERIOD_END_DATE') E = GET_PERIOD_DATES(End_Of_Calculation_Year ,Accruing_Frequency ,Beginning_Of_Calculation_Year ,Accruing_Multiplier) Last_Period_SD = GET_DATE('PERIOD_START_DATE') Last_Period_ED = GET_DATE('PERIOD_END_DATE') /* ------------------------------------------------------------------- Set the Calculation_Date to the Termination Date if not null -----------------------------------------------------------------*/ IF NOT (ACP_TERMINATION_DATE WAS DEFAULTED) OR NOT (ACP_ENROLLMENT_END_DATE WAS DEFAULTED) THEN ( Early_End_Date = LEAST(ACP_TERMINATION_DATE,ACP_ENROLLMENT_END_DATE) IF (Early_End_Date < First_Period_SD) THEN ( Total_Accrued_PTO = 0 E = PUT_MESSAGE('HR_52794_PTO_FML_ASG_TER') ) IF (Early_End_Date < Last_Period_ED) THEN ( E = GET_PERIOD_DATES(Early_End_Date ,Accruing_Frequency ,Beginning_Of_Calculation_Year ,Accruing_Multiplier) Last_Period_SD = GET_DATE('PERIOD_START_DATE') Last_Period_ED = GET_DATE('PERIOD_END_DATE') ) IF (Early_End_Date < Calculation_Date) THEN ( Calculation_Date = Early_End_Date ) ) /* ------------------------------------------------------------------- Get the last whole period prior to the Calculation Date and ensure that it is within the Year (if the Calculation Date is the End of a Period then use that period) -----------------------------------------------------------------*/ E = GET_PERIOD_DATES(Calculation_Date ,Accruing_Frequency ,Beginning_of_Calculation_Year ,Accruing_Multiplier) Calculation_Period_SD = GET_DATE('PERIOD_START_DATE') Calculation_Period_ED = GET_DATE('PERIOD_END_DATE') IF (Calculation_Period_ED < First_Period_SD) THEN ( Total_Accrued_PTO = 0 E = PUT_MESSAGE('HR_52795_PTO_FML_CALC_DATE') )
- 260. 1-244 Oracle Human Resources Management Systems FastFormula User Guide /* ------------------------------------------------------------------- Set the Continuous Service Global Variable, whilst also ensuring that the continuous service date is before the Calculation Period ------------------------------------------------------------------*/ IF (ACP_CONTINUOUS_SERVICE_DATE WAS DEFAULTED) THEN ( E = SET_DATE('CONTINUOUS_SERVICE_DATE', ACP_SERVICE_START_DATE) ) ELSE IF(ACP_CONTINUOUS_SERVICE_DATE > Calculation_Period_ED) THEN ( Total_Accrued_PTO = 0 E = PUT_MESSAGE('HR_52796_PTO_FML_CSD') E = SET_DATE('CONTINUOUS_SERVICE_DATE' ,ACP_CONTINUOUS_SERVICE_DATE) ) ELSE IF(ACP_CONTINUOUS_SERVICE_DATE > First_Period_SD) THEN ( E = GET_PERIOD_DATES(ACP_CONTINUOUS_SERVICE_DATE ,Accruing_Frequency ,Beginning_Of_Calculation_Year ,Accruing_Multiplier) First_Period_SD = GET_DATE('PERIOD_START_DATE') First_Period_ED = GET_DATE('PERIOD_END_DATE') ) ELSE ( E = SET_DATE('CONTINUOUS_SERVICE_DATE' , ACP_CONTINUOUS_SERVICE_DATE) ) Continuous_Service_Date = GET_DATE('CONTINUOUS_SERVICE_DATE') First_Eligible_To_Accrue_Date = Continuous_Service_Date /*-------------------------------------------------------------------- Determine the date on which accrued PTo may first be registered, i.e the date on which the Ineligibility Period expires -----------------------------------------------------------------*/ Accrual_Ineligibility_Expired_Date = First_Eligible_To_Accrue_Date IF (ACP_INELIGIBILITY_PERIOD_LENGTH > 0) THEN ( IF ACP_INELIGIBILITY_PERIOD_TYPE = 'BM' THEN ( Accrual_Ineligibility_Expired_Date = ADD_MONTHS(Continuous_Service_Date ,ACP_INELIGIBILITY_PERIOD_LENGTH*2) ) ELSE IF ACP_INELIGIBILITY_PERIOD_TYPE = 'F' THEN ( Accrual_Ineligibility_Expired_Date = ADD_DAYS(Continuous_Service_Date ,ACP_INELIGIBILITY_PERIOD_LENGTH*14) ) ELSE IF ACP_INELIGIBILITY_PERIOD_TYPE = 'CM' THEN ( Accrual_Ineligibility_Expired_Date =
- 261. FastFormula 1-245 ADD_MONTHS(Continuous_Service_Date ,ACP_INELIGIBILITY_PERIOD_LENGTH) ) ELSE IF ACP_INELIGIBILITY_PERIOD_TYPE = 'LM' THEN ( Accrual_Ineligibility_Expired_Date = ADD_DAYS(Continuous_Service_Date ,ACP_INELIGIBILITY_PERIOD_LENGTH*28) ) ELSE IF ACP_INELIGIBILITY_PERIOD_TYPE = 'Q' THEN ( Accrual_Ineligibility_Expired_Date = ADD_MONTHS(Continuous_Service_Date ,ACP_INELIGIBILITY_PERIOD_LENGTH*3) ) ELSE IF ACP_INELIGIBILITY_PERIOD_TYPE = 'SM' THEN ( Accrual_Ineligibility_Expired_Date = ADD_MONTHS(Continuous_Service_Date ,ACP_INELIGIBILITY_PERIOD_LENGTH/2) ) ELSE IF ACP_INELIGIBILITY_PERIOD_TYPE = 'SY' THEN ( Accrual_Ineligibility_Expired_Date = ADD_MONTHS(Continuous_Service_Date ,ACP_INELIGIBILITY_PERIOD_LENGTH*6) ) ELSE IF ACP_INELIGIBILITY_PERIOD_TYPE = 'W' THEN ( Accrual_Ineligibility_Expired_Date = ADD_DAYS(Continuous_Service_Date ,ACP_INELIGIBILITY_PERIOD_LENGTH*7) ) ELSE IF ACP_INELIGIBILITY_PERIOD_TYPE = 'Y' THEN ( Accrual_Ineligibility_Expired_Date = ADD_MONTHS(Continuous_Service_Date ,ACP_INELIGIBILITY_PERIOD_LENGTH*12) ) IF Accrual_Ineligibility_Expired_Date > First_Eligible_To_Accrue_Date AND Calculation_Date < Accrual_Ineligibility_Expired_Date THEN ( First_Eligible_To_Accrue_Date = Accrual_Ineligibility_Expired_Date ) ) /* ------------------------------------------------------------------- Get the first full period following the First_Eligible_To_Accrue_Date (if it falls on the beginning of the period then use that period) ------------------------------------------------------------------- */ IF First_Eligible_To_Accrue_Date > Beginning_Of_Calculation_Year THEN ( E = GET_PERIOD_DATES(First_Eligible_To_Accrue_Date ,Accruing_Frequency ,Beginning_Of_Calculation_Year ,Accruing_Multiplier)
- 262. 1-246 Oracle Human Resources Management Systems FastFormula User Guide First_Eligible_To_Accrue_Period_SD = GET_DATE('PERIOD_START_DATE') First_Eligible_To_Accrue_Period_ED = GET_DATE('PERIOD_END_DATE') IF (First_Eligible_To_Accrue_Period_SD > Calculation_period_ED)THEN ( Total_Accrued_PTO = 0 E = PUT_MESSAGE('HR_52793_PTO_FML_ASG_INELIG') ) ) ELSE ( First_Eligible_To_Accrue_Period_SD = First_Period_SD First_Eligible_To_Accrue_Period_ED = First_Period_ED ) /* ------------------------------------------------------------------- Determine the date on which PTO actually starts accruing based on Hire Date, Continuous Service Date and plan Enrollment Start Date. -------------------------------------------------------------------*/ IF Continuous_Service_date = ACP_CONTINUOUS_SERVICE_DATE THEN ( Actual_Accrual_Start_Date = Continuous_service_Date ) ELSE ( Actual_Accrual_Start_Date = GREATEST(Continuous_Service_Date, ACP_ENROLLMENT_START_DATE, First_Period_SD) ) /* ------------------------------------------------------------------- Determine the actual start of the accrual calculation --------------------------------------------------------------------*/ IF (Actual_Accrual_Start_Date > First_Period_SD AND Actual_Accrual_Start_Date > First_Eligible_To_Accrue_Period_SD) THEN ( E = GET_PERIOD_DATES(Actual_Accrual_Start_Date ,Accruing_Frequency ,Beginning_Of_Calculation_Year ,Accruing_Multiplier) Accrual_Start_Period_SD = GET_DATE('PERIOD_START_DATE') Accrual_Start_Period_ED = GET_DATE('PERIOD_END_DATE') /*----------------------------------------------------------------- If the Actual Accrual Period is after the Calculation Period then end the processing. ---------------------------------------------------------------- */ IF (Accrual_Start_Period_SD > Calculation_period_ED) THEN ( Total_Accrued_PTO = 0 E = PUT_MESSAGE('HR_52797_PTO_FML_ACT_ACCRUAL') ) ) ELSE IF (First_Eligible_To_Accrue_Period_SD > First_Period_SD) THEN ( Accrual_Start_Period_SD = First_Eligible_To_Accrue_Period_SD Accrual_Start_Period_ED = First_Eligible_To_Accrue_Period_ED )
- 263. FastFormula 1-247 ELSE ( Accrual_Start_Period_SD = First_Period_SD Accrual_Start_Period_ED = First_Period_ED ) /*-------------------------------------------------------------------- Now set up the information that will be used in when looping through the periods ----------------------------------------------------------------- */ IF Last_period_ED >= Accrual_Start_Period_ED THEN ( E = SET_DATE('PERIOD_SD',Accrual_Start_Period_SD) E = SET_DATE('PERIOD_ED',Accrual_Start_Period_ED) E = SET_DATE('LAST_PERIOD_SD',Calculation_period_SD) E = SET_DATE('LAST_PERIOD_ED',Calculation_period_ED) E = SET_NUMBER('TOTAL_ACCRUED_PTO',0) E = LOOP_CONTROL('HU_ADD_CHILD_CARE_HOLIDAY_PERIOD_ACCRUAL') Total_Accrued_PTO = ROUND(GET_NUMBER('TOTAL_ACCRUED_PTO')) ) IF Accrual_Start_Period_SD <= Calculation_period_ED THEN ( Accrual_end_date = Calculation_period_ED ) Effective_Start_Date = Accrual_Start_Period_SD Effective_End_Date = Calculation_period_ED IF Effective_Start_Date >= Effective_End_Date THEN ( Effective_Start_Date = Effective_End_Date ) RETURN Total_Accrued_PTO ,Effective_start_date ,Effective_end_date ,Accrual_end_date Looping Formula
- 264. 1-248 Oracle Human Resources Management Systems FastFormula User Guide /* ------------------------------------------------------------------- NAME : HU_ADD_CHILD_CARE_HOLIDAY_PERIOD_ACCRUAL This formula calculates the amount of PTO accrued for a particular period -----------------------------------------------------------------*/ /*-------------------------------------------------------------------- Get the global variable to be used in this formula -------------------------------------------------------------------*/ DEFAULT FOR ACP_TERMINATION_DATE IS '4712/12/31 00:00:00' (DATE) DEFAULT FOR ACP_SERVICE_START_DATE IS '4712/12/31 00:00:00' (DATE) Continuous_Service_Date = GET_DATE('CONTINUOUS_SERVICE_DATE') Total_Accrued_PTO = GET_NUMBER('TOTAL_ACCRUED_PTO') Period_SD = GET_DATE('PERIOD_SD') Period_ED = GET_DATE('PERIOD_ED') Last_Period_SD = GET_DATE('LAST_PERIOD_SD') Last_Period_ED = GET_DATE('LAST_PERIOD_ED') Termination_date = GET_DATE('ACP_TERMINATION_DATE') Hire_date = GET_DATE('ACP_SERVICE_START_DATE') Accruing_Frequency = GET_TEXT('ACCRUING_FREQUENCY') Accruing_Multiplier = GET_NUMBER('ACCRUING_MULTIPLIER') Beginning_of_Calculation_Year = GET_DATE('BEGINNING_OF_CALCULATION_YEAR') First_Child_Date_of_birth = TO_DATE('01-01-4712','dd-mm-yyyy') Second_Child_Date_of_birth = TO_DATE('01-01-4712','dd-mm-yyyy') Third_Child_Date_of_birth = TO_DATE('01-01-4712','dd-mm-yyyy') /* ------------------------------------------------------------------- Set the payroll period, accruing frequency, and accruing multiplier based on the payroll. -----------------------------------------------------------------*/ No_of_Payroll_Periods = HU_PAYROLL_PERIODS (Period_SD ,Accruing_Frequency ,Accruing_Multiplier) No_Of_Children_less_16 = 0 No_Of_Children_16 = 0 /* ------------------------------------------------------------------- Retrieve child information for the current employee. ----------------------------------------------------------------- */ E = HU_ABS_GET_CHILD_INFO(Period_SD, Period_ED ,No_Of_Children_less_16 ,No_Of_Children_16 ,First_Child_Date_of_birth ,Second_Child_Date_of_birth ,Third_Child_Date_of_birth) Total_children = No_Of_Children_less_16 + No_Of_Children_16 Period_Accrued_PTO = 0 Total_days = DAYS_BETWEEN(Period_ED , Period_SD) days_valid = DAYS_BETWEEN(Period_ED , Period_SD) Accrual_Rate = 0
- 265. FastFormula 1-249 /* ------------------------------------------------------------------- Set accrual rate based on number of children and their age. ----------------------------------------------------------------- */ IF Total_children = 1 THEN ( Accrual_Rate = 2 ) ELSE IF Total_children = 2 THEN ( Accrual_Rate = 4 ) ELSE IF Total_children > 2 THEN ( Accrual_Rate = 7) Accrual_rate_per_period = Accrual_Rate/No_of_Payroll_Periods /* ------------------------------------------------------------------- Days worked prorated based on hire date and termination date of employee. ------------------------------------------------------------------*/ IF Hire_date >= Period_SD AND Hire_date <= Period_ED AND Termination_date >= Period_SD AND Termination_date <= Period_ED THEN ( days_valid = DAYS_BETWEEN(Termination_date,Hire_date) ) ELSE IF Hire_date >= Period_SD AND Hire_date <= Period_ED THEN ( days_valid = DAYS_BETWEEN(Period_ED,Hire_date) ) ELSE IF Termination_date >= Period_SD AND Termination_date <= Period_ED THEN ( days_valid = DAYS_BETWEEN(Termination_date,Period_SD) ) Accrual_rate_per_period = Accrual_rate_per_period *(days_valid/ Total_days) /* ------------------------------------------------------------------- Calculate the Amount Accrued this Period- -----------------------------------------------------------------*/ IF No_Of_Children_16 = 0 or No_Of_Children_less_16 > 2 THEN ( Period_Accrued_PTO = Accrual_rate_per_period ) ELSE ( IF No_Of_Children_16 = 1 THEN ( days_valid = DAYS_BETWEEN(First_Child_Date_of_birth,Period_SD) Period_Accrued_PTO = Accrual_rate_per_period *(days_valid / Total_days ) IF No_Of_Children_less_16 = 1 THEN ( Period_Accrued_PTO = Period_Accrued_PTO +(2*((Total_days-days_valid)/Total_days)) /No_of_Payroll_Periods ) IF No_Of_Children_less_16 = 2 THEN
- 266. 1-250 Oracle Human Resources Management Systems FastFormula User Guide ( Period_Accrued_PTO = Period_Accrued_PTO +(4*((Total_days-days_valid)/Total_days)) /No_of_Payroll_Periods ) ) ELSE IF No_Of_Children_16 = 2 THEN ( IF No_Of_Children_less_16 > 1 THEN ( days_valid = DAYS_BETWEEN(Second_Child_Date_of_birth,Period_SD) Period_Accrued_PTO = Accrual_rate_per_period *(days_valid / Total_days) Period_Accrued_PTO = Period_Accrued_PTO +(4*((Total_days-days_valid)/Total_days)) /No_of_Payroll_Periods ) ELSE IF No_Of_Children_less_16 > 0 THEN ( days_valid = DAYS_BETWEEN(First_Child_Date_of_birth,Period_SD) Period_Accrued_PTO = Accrual_rate_per_period * (days_valid / Total_days) days_valid = DAYS_BETWEEN(Second_Child_Date_of_birth ,First_Child_Date_of_birth) Period_Accrued_PTO = Period_Accrued_PTO +(4 *(days_valid / Total_days)) /No_of_Payroll_Periods days_valid = DAYS_BETWEEN(Period_ED ,Second_Child_Date_of_birth) Period_Accrued_PTO = Period_Accrued_PTO +(2 *(days_valid / Total_days)) /No_of_Payroll_Periods ) ELSE IF No_Of_Children_less_16 = 0 THEN ( days_valid = DAYS_BETWEEN(First_Child_Date_of_birth,Period_SD) Period_Accrued_PTO = Accrual_rate_per_period *(days_valid / Total_days) days_valid = DAYS_BETWEEN(Second_Child_Date_of_birth ,First_Child_Date_of_birth) Period_Accrued_PTO = Period_Accrued_PTO + (2 * (days_valid / Total_days)) /No_of_Payroll_Periods ) ) ELSE IF No_Of_Children_16 = 3 THEN ( IF No_Of_Children_less_16 > 1 THEN ( days_valid = DAYS_BETWEEN(Third_Child_Date_of_birth,Period_SD) Period_Accrued_PTO = Accrual_rate_per_period
- 267. FastFormula 1-251 *(days_valid / Total_days) Period_Accrued_PTO = Period_Accrued_PTO +(4*((Total_days-days_valid) / Total_days)) /No_of_Payroll_Periods ) ELSE IF No_Of_Children_less_16 > 0 THEN ( days_valid = DAYS_BETWEEN(Second_Child_Date_of_birth ,Period_SD) Period_Accrued_PTO = Accrual_rate_per_period *(days_valid / Total_days) days_valid = DAYS_BETWEEN(Third_Child_Date_of_birth ,Second_Child_Date_of_birth) Period_Accrued_PTO = Period_Accrued_PTO +(4 * (days_valid / Total_days)) /No_of_Payroll_Periods days_valid = DAYS_BETWEEN(Period_ED,Third_Child_Date_of_birth) Period_Accrued_PTO = Period_Accrued_PTO +(2 * (days_valid / Total_days)) /No_of_Payroll_Periods ) ELSE IF No_Of_Children_less_16 = 0 THEN ( days_valid = DAYS_BETWEEN(First_Child_Date_of_birth,Period_SD) Period_Accrued_PTO = Accrual_rate_per_period *(days_valid / Total_days) days_valid = DAYS_BETWEEN(Second_Child_Date_of_birth ,First_Child_Date_of_birth) Period_Accrued_PTO = Period_Accrued_PTO +(4 * (days_valid / Total_days)) /No_of_Payroll_Periods days_valid = DAYS_BETWEEN(Third_Child_Date_of_birth ,Second_Child_Date_of_birth) Period_Accrued_PTO = Period_Accrued_PTO +(2 * (days_valid / Total_days)) /No_of_Payroll_Periods ) ) ) /*-------------------------------------------------------------------- Set the Running Total ------------------------------------------------------------------*/ E = SET_NUMBER('TOTAL_ACCRUED_PTO' ,Total_Accrued_PTO + Period_Accrued_PTO) /* -------------------------------------------------------------------
- 268. 1-252 Oracle Human Resources Management Systems FastFormula User Guide Establish whether the current period is the last one, if so end the processing, otherwise get the next period -----------------------------------------------------------------*/ IF Period_SD >= Last_Period_SD THEN ( Continue_Processing_Flag = 'N' ) ELSE ( E = GET_PERIOD_DATES(ADD_DAYS(Period_ED,1) ,Accruing_Frequency ,Beginning_of_Calculation_Year ,Accruing_Multiplier) E = SET_DATE('PERIOD_SD' ,GET_DATE('PERIOD_START_DATE')) E = SET_DATE('PERIOD_ED' ,GET_DATE('PERIOD_END_DATE')) Continue_Processing_Flag = 'Y' ) RETURN Continue_Processing_Flag Sample Formula for Other Additional Holiday (Hungary) Oracle HRMS provides the HU_OTHER_ADD_HOLIDAY_MULTIPLIER formula to calculate the Other Additional Holiday as required for the Hungarian Absence Report. The Other Additional Holiday comprises of Youthful Holiday and Additional Health Holiday. The sample formula is for an accrual plan with the following rules: • Employee under 18 years of age entitled to an additional 5 days holiday. • Blind employee entitled to an additional 5 days holiday. This eligibility is based on the information recorded on the Blind field on the Disabilities window. • Employee working underground or exposed to radiation entitled to an additional 5 days holiday. This eligibility is based on the information recorded on the Additional Health Holiday field on the Further Job Info in the Job window. • Entitlement depends on the number of days worked in a week. The formula takes into account any work pattern changes. • Entitlement begins or ends from the date of change, if the shift or disability change during the leave year. • Other Additional Holiday for new hires begins on their Hire Date. The top level formula, HU_OTHER_ADD_HOLIDAY_MULTIPLIER calls another formula called HU_OTHER_ADD_HOLIDAY_PERIOD_ACCRUAL calculate the accrual for each period. You use the formulas along with the carry over formula HU_ABS_HOLIDAY_CARRY_OVER. See: Sample Formula for Carry Over Absence,
- 269. FastFormula 1-253 page 1-269 The top-level formula, HU_OTHER_ADD_HOLIDAY_MULTIPLIER and the looping formula HU_OTHER_ADD_HOLIDAY_PERIOD_ACCRUAL are given below.
- 270. 1-254 Oracle Human Resources Management Systems FastFormula User Guide /* ------------------------------------------------------------------ NAME : HU_OTHER_ADD_HOLIDAY_MULTIPLIER This formula calculates the total accrued other additional holiday for a specific period. -----------------------------------------------------------------*/ DEFAULT FOR ACP_INELIGIBILITY_PERIOD_TYPE IS 'CM' DEFAULT FOR ACP_INELIGIBILITY_PERIOD_LENGTH IS 0 DEFAULT FOR ACP_CONTINUOUS_SERVICE_DATE IS '4712/12/31 00:00:00'(date) DEFAULT FOR ACP_ENROLLMENT_END_DATE IS '4712/12/31 00:00:00' (date) DEFAULT FOR ACP_TERMINATION_DATE IS '4712/12/31 00:00:00' (date) DEFAULT FOR ACP_ENROLLMENT_START_DATE IS '4712/12/31 00:00:00' (date) DEFAULT FOR ACP_SERVICE_START_DATE IS '4712/12/31 00:00:00' (date) INPUTS ARE Calculation_Date (date) Accruing_Frequency = ' ' Accruing_Multiplier = 0 E = SET_DATE('CALCULATION_DATE',Calculation_Date) /* ------------------------------------------------------------------ Set the payroll period, accruing frequency, and accruing multiplier based on the payroll. -----------------------------------------------------------------*/ Payroll_period = HU_PAYROLL_PERIODS(Calculation_Date ,Accruing_Frequency ,Accruing_Multiplier) E = SET_TEXT('ACCRUING_FREQUENCY', Accruing_Frequency) E = SET_NUMBER('ACCRUING_MULTIPLIER', Accruing_Multiplier) /* ------------------------------------------------------------------- Calculate the start and end dates of the current leave year ------------------------------------------------------------------*/ Beginning_Of_Calculation_Year = TO_DATE('0101'||TO_CHAR(Calculation_Date,'YYYY') ,'DDMMYYYY') IF Beginning_Of_Calculation_Year > Calculation_Date THEN ( Beginning_of_Calculation_Year = ADD_MONTHS(Beginning_Of_Calculation_Year, -12) ) E = SET_DATE('BEGINNING_OF_CALCULATION_YEAR' , Beginning_Of_Calculation_Year) E = GET_PERIOD_DATES(Beginning_of_Calculation_Year ,Accruing_Frequency ,Beginning_Of_Calculation_Year ,Accruing_Multiplier) First_Period_SD = GET_DATE('PERIOD_START_DATE') First_Period_ED = GET_DATE('PERIOD_END_DATE') /* ------------------------------------------------------------------- Set the Calculation_Date to the Termination Date if not null -----------------------------------------------------------------*/
- 271. FastFormula 1-255 IF NOT (ACP_TERMINATION_DATE WAS DEFAULTED) OR NOT (ACP_ENROLLMENT_END_DATE WAS DEFAULTED) THEN ( Early_End_Date = LEAST(ACP_TERMINATION_DATE ,ACP_ENROLLMENT_END_DATE) IF (Early_End_Date < Calculation_Date) THEN ( Calculation_Date = Early_End_Date ) ) /* ------------------------------------------------------------------- Get the last whole period prior to the Calculation Date and ensure that it is within the Year (if the Calculation Date is the End of a Period then use that period) -----------------------------------------------------------------*/ E = GET_PERIOD_DATES(Calculation_Date ,Accruing_Frequency ,Beginning_of_Calculation_Year ,Accruing_Multiplier) Calculation_Period_SD = GET_DATE('PERIOD_START_DATE') Calculation_Period_ED = GET_DATE('PERIOD_END_DATE') /* ------------------------------------------------------------------- Set the Continuous Service Global Variable, whilst also ensuring that the continuous service date is before the Calculation Period ------------------------------------------------------------------*/ IF (ACP_CONTINUOUS_SERVICE_DATE WAS DEFAULTED) THEN ( E = SET_DATE('CONTINUOUS_SERVICE_DATE', ACP_SERVICE_START_DATE) ) ELSE IF(ACP_CONTINUOUS_SERVICE_DATE > Calculation_Period_SD) THEN ( E = SET_DATE('CONTINUOUS_SERVICE_DATE' ,ACP_CONTINUOUS_SERVICE_DATE) ) ELSE ( E = SET_DATE('CONTINUOUS_SERVICE_DATE' ,ACP_CONTINUOUS_SERVICE_DATE) ) Continuous_Service_Date = GET_DATE('CONTINUOUS_SERVICE_DATE') First_Eligible_To_Accrue_Date = Continuous_Service_Date /*-------------------------------------------------------------------- Determine the date on which accrued PTO may first be registered, i.e the date on which the Ineligibility Period expires ------------------------------------------------------------------*/ Accrual_Ineligibility_Expired_Date = First_Eligible_To_Accrue_Date IF (ACP_INELIGIBILITY_PERIOD_LENGTH > 0) THEN ( IF ACP_INELIGIBILITY_PERIOD_TYPE = 'BM' THEN
- 272. 1-256 Oracle Human Resources Management Systems FastFormula User Guide ( Accrual_Ineligibility_Expired_Date = ADD_MONTHS(Continuous_Service_Date ,ACP_INELIGIBILITY_PERIOD_LENGTH*2) ) ELSE IF ACP_INELIGIBILITY_PERIOD_TYPE = 'F' THEN ( Accrual_Ineligibility_Expired_Date = ADD_DAYS(Continuous_Service_Date ,ACP_INELIGIBILITY_PERIOD_LENGTH*14) ) ELSE IF ACP_INELIGIBILITY_PERIOD_TYPE = 'CM' THEN ( Accrual_Ineligibility_Expired_Date = ADD_MONTHS(Continuous_Service_Date ,ACP_INELIGIBILITY_PERIOD_LENGTH) ) ELSE IF ACP_INELIGIBILITY_PERIOD_TYPE = 'LM' THEN ( Accrual_Ineligibility_Expired_Date = ADD_DAYS(Continuous_Service_Date ,ACP_INELIGIBILITY_PERIOD_LENGTH*28) ) ELSE IF ACP_INELIGIBILITY_PERIOD_TYPE = 'Q' THEN ( Accrual_Ineligibility_Expired_Date = ADD_MONTHS(Continuous_Service_Date ,ACP_INELIGIBILITY_PERIOD_LENGTH*3) ) ELSE IF ACP_INELIGIBILITY_PERIOD_TYPE = 'SM' THEN ( Accrual_Ineligibility_Expired_Date = ADD_MONTHS(Continuous_Service_Date ,ACP_INELIGIBILITY_PERIOD_LENGTH/2) ) ELSE IF ACP_INELIGIBILITY_PERIOD_TYPE = 'SY' THEN ( Accrual_Ineligibility_Expired_Date = ADD_MONTHS(Continuous_Service_Date ,ACP_INELIGIBILITY_PERIOD_LENGTH*6) ) ELSE IF ACP_INELIGIBILITY_PERIOD_TYPE = 'W' THEN ( Accrual_Ineligibility_Expired_Date = ADD_DAYS(Continuous_Service_Date ,ACP_INELIGIBILITY_PERIOD_LENGTH*7) ) ELSE IF ACP_INELIGIBILITY_PERIOD_TYPE = 'Y' THEN ( Accrual_Ineligibility_Expired_Date = ADD_MONTHS(Continuous_Service_Date ,ACP_INELIGIBILITY_PERIOD_LENGTH*12) ) IF Accrual_Ineligibility_Expired_Date > First_Eligible_To_Accrue_Date AND Calculation_Date < Accrual_Ineligibility_Expired_Date THEN ( First_Eligible_To_Accrue_Date = Accrual_Ineligibility_Expired_Date )
- 273. FastFormula 1-257 ) /* ------------------------------------------------------------------- Get the first full period following the First_Eligible_To_Accrue_Date(if it falls on the beginning of the period then use that period) -------------------------------------------------------------------*/ IF First_Eligible_To_Accrue_Date > Beginning_Of_Calculation_Year THEN ( E = GET_PERIOD_DATES(First_Eligible_To_Accrue_Date ,Accruing_Frequency ,Beginning_Of_Calculation_Year ,Accruing_Multiplier) First_Eligible_To_Accrue_Period_SD = GET_DATE('PERIOD_START_DATE') First_Eligible_To_Accrue_Period_ED = GET_DATE('PERIOD_END_DATE') IF (First_Eligible_To_Accrue_Period_SD > Calculation_Period_ED) THEN ( Total_Accrued_PTO = 0 E = PUT_MESSAGE('HR_52793_PTO_FML_ASG_INELIG') ) ) ELSE ( First_Eligible_To_Accrue_Period_SD = First_Period_SD First_Eligible_To_Accrue_Period_ED = First_Period_ED ) /* ------------------------------------------------------------------- Determine the date on which PTO actually starts accruing based on Hire Date, Continuous Service Date and plan Enrollment Start Date. -------------------------------------------------------------------*/ IF Continuous_Service_date = ACP_CONTINUOUS_SERVICE_DATE THEN ( Actual_Accrual_Start_Date = Continuous_service_Date ) ELSE ( Actual_Accrual_Start_Date = GREATEST(Continuous_Service_Date ,ACP_ENROLLMENT_START_DATE ,First_Period_SD) ) /* ------------------------------------------------------------------- Determine the actual start of the accrual calculation -----------------------------------------------------------------*/ IF (Actual_Accrual_Start_Date > First_Period_SD AND Actual_Accrual_Start_Date > First_Eligible_To_Accrue_Period_SD) THEN ( E = GET_PERIOD_DATES(Actual_Accrual_Start_Date ,Accruing_Frequency ,Beginning_Of_Calculation_Year ,Accruing_Multiplier) Accrual_Start_Period_SD = GET_DATE('PERIOD_START_DATE') Accrual_Start_Period_ED = GET_DATE('PERIOD_END_DATE')
- 274. 1-258 Oracle Human Resources Management Systems FastFormula User Guide /* ------------------------------------------------------------------- If the Actual Accrual Period is after the Calculation Period then end the processing. -----------------------------------------------------------------*/ IF (Accrual_Start_Period_SD > Calculation_Period_ED) THEN ( Total_Accrued_PTO = 0 E = PUT_MESSAGE('HR_52797_PTO_FML_ACT_ACCRUAL') ) ) ELSE IF (First_Eligible_To_Accrue_Period_SD > First_Period_SD) THEN ( Accrual_Start_Period_SD = First_Eligible_To_Accrue_Period_SD Accrual_Start_Period_ED = First_Eligible_To_Accrue_Period_ED ) ELSE ( Accrual_Start_Period_SD = First_Period_SD Accrual_Start_Period_ED = First_Period_ED ) /* ------------------------------------------------------------------- Now set up the information that will be used in when looping through the periods. -----------------------------------------------------------------*/ IF Calculation_Period_ED >= Accrual_Start_Period_ED THEN ( E = SET_DATE('PERIOD_SD',Accrual_Start_Period_SD) E = SET_DATE('PERIOD_ED',Accrual_Start_Period_ED) E = SET_DATE('LAST_PERIOD_SD',Calculation_Period_SD) E = SET_DATE('LAST_PERIOD_ED',Calculation_Period_ED) E = SET_NUMBER('TOTAL_ACCRUED_PTO',0) E = LOOP_CONTROL('HU_OTHER_ADD_HOLIDAY_PERIOD_ACCRUAL') Total_Accrued_PTO = ROUND(GET_NUMBER('TOTAL_ACCRUED_PTO')) ) IF Accrual_Start_Period_SD <= Calculation_Period_SD THEN ( Accrual_end_date = Calculation_Period_ED ) Effective_Start_Date = Accrual_Start_Period_SD Effective_End_Date = Calculation_Period_ED IF Effective_Start_Date >= Effective_End_Date THEN ( Effective_Start_Date = Effective_End_Date ) RETURN Total_Accrued_PTO ,Effective_start_date ,Effective_end_date ,Accrual_end_date Looping Formula
- 275. FastFormula 1-259 /* ------------------------------------------------------------------- NAME : HU_OTHER_ADD_HOLIDAY_PERIOD_ACCRUAL This formula calculates the amount of PTO accrued for a particular period. ------------------------------------------------------------------*/ DEFAULT FOR PER_DATE_OF_BIRTH IS '4712/12/31 00:00:00' (date) DEFAULT FOR ACP_TERMINATION_DATE IS '4712/12/31 00:00:00' (date) DEFAULT FOR EMP_HIRE_DATE IS '4712/12/31 00:00:00' (date) DEFAULT FOR Person_dob IS '4712/12/31 00:00:00' (date) Continuous_Service_Date = GET_DATE('CONTINUOUS_SERVICE_DATE') Total_Accrued_PTO = GET_NUMBER('TOTAL_ACCRUED_PTO') Period_SD = GET_DATE('PERIOD_SD') Period_ED = GET_DATE('PERIOD_ED') Last_Period_SD = GET_DATE('LAST_PERIOD_SD') Last_Period_ED = GET_DATE('LAST_PERIOD_ED') Payroll_Year_SD = GET_DATE('PAYROLL_YEAR_SD') Accruing_Frequency = GET_TEXT('ACCRUING_FREQUENCY') Accruing_Multiplier = GET_NUMBER('ACCRUING_MULTIPLIER') beginining_year = GET_DATE('BEGINNING_OF_CALCULATION_YEAR') Calculation_Date=GET_DATE('CALCULATION_DATE') /* ------------------------------------------------------------------- Get the person date of birth and compute the age. -----------------------------------------------------------------*/ Person_dob = HU_PERSON_DOB(Calculation_Date) Age = FLOOR(MONTHS_BETWEEN(Period_ED, Person_dob)/12) /* ------------------------------------------------------------------- Set the payroll period, accruing frequency, and accruing multiplier based on the payroll. -----------------------------------------------------------------*/ P= HU_PAYROLL_PERIODS(Calculation_Date ,Accruing_Frequency ,Accruing_Multiplier) Accrual_Rate =0 st_date=beginining_year ed_date=TO_DATE('3112'||TO_CHAR(beginining_year,'YYYY'),'DDMMYYYY') IF EMP_HIRE_DATE > Period_SD AND EMP_HIRE_DATE < Period_ED THEN ( Period_SD= EMP_HIRE_DATE ) IF ACP_TERMINATION_DATE > Period_SD AND ACP_TERMINATION_DATE < Period_ED THEN ( Period_ED=ACP_TERMINATION_DATE ) DOB=TO_DATE(TO_CHAR(Person_dob,'DD/MM/')||TO_CHAR(PERIOD_SD,'YYYY') ,'DD/MM/YYYY') /* ------------------------------------------------------------------- Set accrual rate based on age and working pattern. ------------------------------------------------------------------*/ IF Age = 18 and DOB>=PERIOD_SD and DOB<=PERIOD_ED THEN
- 276. 1-260 Oracle Human Resources Management Systems FastFormula User Guide ( x1 = HU_ABS_GET_WORKING_DAYS(PERIOD_SD,ADD_DAYS(DOB,-1)) Accrual_Rate = (5/260*x1) ) ELSE IF Age<18 THEN ( x1 = HU_ABS_GET_WORKING_DAYS(PERIOD_SD,PERIOD_ED) Accrual_Rate =5/260*x1 ) ELSE ( Accrual_Rate =0 ) Period_Accrued_PTO=Accrual_Rate /* ------------------------------------------------------------------- Checking for Blind Days -----------------------------------------------------------------*/ Accrual_Rate =0 Accrual_Rate =HU_ABS_GET_BLIND_DAYS(Period_SD,Period_ED)*5/260 Period_Accrued_PTO=Period_Accrued_PTO+Accrual_Rate /* ------------------------------------------------------------------- Checking the additional health of employees. ------------------------------------------------------------------*/ Accrual_Rate = 0 Accrual_Rate = HU_ABS_GET_JOB_DAYS(Period_SD,Period_ED)*5/260 Period_Accrued_PTO = Period_Accrued_PTO + Accrual_Rate /*-------------------------------------------------------------------- Set the Running Total for Total_Accrued_PTO ------------------------------------------------------------------*/ E = SET_NUMBER('TOTAL_ACCRUED_PTO',Total_Accrued_PTO + Period_Accrued_PTO) /* ------------------------------------------------------------------- Establish whether the current period is the last one, if so end the processing, otherwise get the next period --------------------------------------------------------------------*/ IF Period_SD >= Last_Period_SD THEN ( Continue_Processing_Flag = 'N' ) ELSE ( E = GET_PAYROLL_PERIOD(ADD_DAYS(Period_ED,1)) E = SET_DATE('PERIOD_SD',GET_DATE('PAYROLL_PERIOD_START_DATE')) E = SET_DATE('PERIOD_ED',GET_DATE('PAYROLL_PERIOD_END_DATE')) Continue_Processing_Flag = 'Y' ) RETURN Continue_Processing_Flag Sample Formula for Sickness Holiday (Hungary) Oracle HRMS provides the HU_SICKNESS_HOLIDAY_MULTIPLIER to calculate the Sickness Holiday as required for the Hungarian Absence Report. The sickness holiday is
- 277. FastFormula 1-261 based on the following rules: • Annual sickness holiday of fifteen days. • Entitlement depends on the number of days worked in a week. The formula calculates proportionately if the work pattern changes within the leave year. • Entitlement depends on the sickness holiday the employee has taken in the previous employment. The HU_SICKNESS_HOLIDAY_MULTIPLIER calls another formula, HU_SICKNESS_HOLIDAY_PERIOD_ACCRUAL to calculate the accrual within a specific period. There is no carry over formula for Sickness Holiday. The top-level formula, HU_SICKNESS_HOLIDAY_MULTIPLIER, and the looping formula HU_SICKNESS_HOLIDAY_PERIOD_ACCRUAL are given below.
- 278. 1-262 Oracle Human Resources Management Systems FastFormula User Guide /* ------------------------------------------------------------------- NAME : HU_SICKNESS_HOLIDAY_MULTIPLIER This formula calculates the total accrued sickness holiday for a specific period. -----------------------------------------------------------------*/ DEFAULT FOR ACP_INELIGIBILITY_PERIOD_TYPE IS 'CM' DEFAULT FOR ACP_INELIGIBILITY_PERIOD_LENGTH IS 0 DEFAULT FOR ACP_CONTINUOUS_SERVICE_DATE IS '4712/12/31 00:00:00'(DATE) DEFAULT FOR ACP_ENROLLMENT_END_DATE IS '4712/12/31 00:00:00' (DATE) DEFAULT FOR ACP_TERMINATION_DATE IS '4712/12/31 00:00:00' (DATE) DEFAULT FOR ACP_ENROLLMENT_START_DATE IS '4712/12/31 00:00:00' (DATE) DEFAULT FOR ACP_SERVICE_START_DATE IS '4712/12/31 00:00:00' (DATE) INPUTS ARE Calculation_Date (DATE) Accruing_Frequency = ' ' Accruing_Multiplier = 0 /* ------------------------------------------------------------------- Set the payroll period, accruing frequency, and accruing multiplier based on the payroll. -----------------------------------------------------------------*/ No_of_Payroll_Periods = HU_PAYROLL_PERIODS (Calculation_Date ,Accruing_Frequency ,Accruing_Multiplier) E = SET_TEXT('ACCRUING_FREQUENCY', Accruing_Frequency) E = SET_NUMBER('ACCRUING_MULTIPLIER', Accruing_Multiplier) /* ------------------------------------------------------------------- Calculate the start and end Dates of the current leave year ------------------------------------------------------------------*/ Beginning_Of_Calculation_Year = TO_DATE('0101' ||TO_CHAR(Calculation_Date ,'YYYY') ,'DDMMYYYY') End_Of_Calculation_Year = to_DATE('3112'||TO_CHAR(Calculation_Date ,'YYYY') ,'DDMMYYYY') IF Beginning_Of_Calculation_Year > Calculation_Date THEN ( Beginning_of_Calculation_Year = ADD_MONTHS(Beginning_Of_Calculation_Year , -12) ) E = SET_DATE('BEGINNING_OF_CALCULATION_YEAR' , Beginning_Of_Calculation_Year) E = GET_PERIOD_DATES(Beginning_of_Calculation_Year ,Accruing_Frequency ,Beginning_Of_Calculation_Year ,Accruing_Multiplier) First_Period_SD = GET_DATE('PERIOD_START_DATE') First_Period_ED = GET_DATE('PERIOD_END_DATE') E = GET_PERIOD_DATES(End_Of_Calculation_Year ,Accruing_Frequency
- 279. FastFormula 1-263 ,Beginning_Of_Calculation_Year ,Accruing_Multiplier) Last_Period_SD = GET_DATE('PERIOD_START_DATE') Last_Period_ED = GET_DATE('PERIOD_END_DATE') /* ------------------------------------------------------------------- Set the Calculation_Date to the Termination Date if not null --------------------------------------------------------------------*/ IF NOT (ACP_TERMINATION_DATE WAS DEFAULTED) OR NOT (ACP_ENROLLMENT_END_DATE WAS DEFAULTED) THEN ( Early_End_Date = LEAST(ACP_TERMINATION_DATE ,ACP_ENROLLMENT_END_DATE) IF (Early_End_Date < First_Period_SD) THEN ( Total_Accrued_PTO = 0 E = PUT_MESSAGE('HR_52794_PTO_FML_ASG_TER') ) IF (Early_End_Date < Last_Period_ED) THEN ( E = GET_PERIOD_DATES(Early_End_Date ,Accruing_Frequency ,Beginning_Of_Calculation_Year ,Accruing_Multiplier) Last_Period_SD = GET_DATE('PERIOD_START_DATE') Last_Period_ED = GET_DATE('PERIOD_END_DATE') ) IF (Early_End_Date < Calculation_Date) THEN ( Calculation_Date = Early_End_Date ) ) /* ------------------------------------------------------------------- Get the last whole period prior to the Calculation Date and ensure that it is within the Year (if the Calculation Date is the End of a Period then use that period) -------------------------------------------------------------------- */ E = GET_PERIOD_DATES(Calculation_Date ,Accruing_Frequency ,Beginning_of_Calculation_Year ,Accruing_Multiplier) Calculation_Period_SD = GET_DATE('PERIOD_START_DATE') Calculation_Period_ED = GET_DATE('PERIOD_END_DATE') IF (Calculation_Period_ED < First_Period_SD) THEN ( Total_Accrued_PTO = 0 E = PUT_MESSAGE('HR_52795_PTO_FML_CALC_DATE') ) /* ------------------------------------------------------------------- Set the Continuous Service Global Variable, whilst also ensuring that the continuous service date is before the Calculation Period ----------------------------------------------------------------- */ IF (ACP_CONTINUOUS_SERVICE_DATE WAS DEFAULTED) THEN
- 280. 1-264 Oracle Human Resources Management Systems FastFormula User Guide ( E = SET_DATE('CONTINUOUS_SERVICE_DATE', ACP_SERVICE_START_DATE) ) ELSE IF(ACP_CONTINUOUS_SERVICE_DATE > Calculation_Period_ED) THEN ( Total_Accrued_PTO = 0 E = PUT_MESSAGE('HR_52796_PTO_FML_CSD') E = SET_DATE('CONTINUOUS_SERVICE_DATE' , ACP_CONTINUOUS_SERVICE_DATE) ) ELSE IF(ACP_CONTINUOUS_SERVICE_DATE > First_Period_SD) THEN ( E = GET_PERIOD_DATES(ACP_CONTINUOUS_SERVICE_DATE, Accruing_Frequency, Beginning_Of_Calculation_Year, Accruing_Multiplier) First_Period_SD = GET_DATE('PERIOD_START_DATE') First_Period_ED = GET_DATE('PERIOD_END_DATE') ) ELSE ( E = SET_DATE('CONTINUOUS_SERVICE_DATE' , ACP_CONTINUOUS_SERVICE_DATE) ) Continuous_Service_Date = GET_DATE('CONTINUOUS_SERVICE_DATE') First_Eligible_To_Accrue_Date = Continuous_Service_Date /*-------------------------------------------------------------------- Determine the date on which accrued PTo may first be registered, i.e the date on which the Ineligibility Period expires ---------------------------------------------------------------- */ Accrual_Ineligibility_Expired_Date = First_Eligible_To_Accrue_Date IF (ACP_INELIGIBILITY_PERIOD_LENGTH > 0) THEN ( IF ACP_INELIGIBILITY_PERIOD_TYPE = 'BM' THEN ( Accrual_Ineligibility_Expired_Date = ADD_MONTHS(Continuous_Service_Date ,ACP_INELIGIBILITY_PERIOD_LENGTH*2) ) ELSE IF ACP_INELIGIBILITY_PERIOD_TYPE = 'F' THEN ( Accrual_Ineligibility_Expired_Date = ADD_DAYS(Continuous_Service_Date ,ACP_INELIGIBILITY_PERIOD_LENGTH*14) ) ELSE IF ACP_INELIGIBILITY_PERIOD_TYPE = 'CM' THEN ( Accrual_Ineligibility_Expired_Date = ADD_MONTHS(Continuous_Service_Date ,ACP_INELIGIBILITY_PERIOD_LENGTH) ) ELSE IF ACP_INELIGIBILITY_PERIOD_TYPE = 'LM' THEN ( Accrual_Ineligibility_Expired_Date = ADD_DAYS(Continuous_Service_Date ,ACP_INELIGIBILITY_PERIOD_LENGTH*28) ) ELSE IF ACP_INELIGIBILITY_PERIOD_TYPE = 'Q' THEN
- 281. FastFormula 1-265 ( Accrual_Ineligibility_Expired_Date = ADD_MONTHS(Continuous_Service_Date ,ACP_INELIGIBILITY_PERIOD_LENGTH*3) ) ELSE IF ACP_INELIGIBILITY_PERIOD_TYPE = 'SM' THEN ( Accrual_Ineligibility_Expired_Date = ADD_MONTHS(Continuous_Service_Date ,ACP_INELIGIBILITY_PERIOD_LENGTH/2) ) ELSE IF ACP_INELIGIBILITY_PERIOD_TYPE = 'SY' THEN ( Accrual_Ineligibility_Expired_Date = ADD_MONTHS(Continuous_Service_Date ,ACP_INELIGIBILITY_PERIOD_LENGTH*6) ) ELSE IF ACP_INELIGIBILITY_PERIOD_TYPE = 'W' THEN ( Accrual_Ineligibility_Expired_Date = ADD_DAYS(Continuous_Service_Date ,ACP_INELIGIBILITY_PERIOD_LENGTH*7) ) ELSE IF ACP_INELIGIBILITY_PERIOD_TYPE = 'Y' THEN ( Accrual_Ineligibility_Expired_Date = ADD_MONTHS(Continuous_Service_Date ,ACP_INELIGIBILITY_PERIOD_LENGTH*12) ) IF Accrual_Ineligibility_Expired_Date > First_Eligible_To_Accrue_Date AND Calculation_Date < Accrual_Ineligibility_Expired_Date THEN ( First_Eligible_To_Accrue_Date = Accrual_Ineligibility_Expired_Date ) ) /* ------------------------------------------------------------------- Get the first full period following the First_Eligible_To_Accrue_Date (if it falls on the beginning of the period then use that period) ---------------------------------------------------------------- */ IF First_Eligible_To_Accrue_Date > Beginning_Of_Calculation_Year THEN ( E = GET_PERIOD_DATES(First_Eligible_To_Accrue_Date ,Accruing_Frequency ,Beginning_Of_Calculation_Year ,Accruing_Multiplier) First_Eligible_To_Accrue_Period_SD = GET_DATE('PERIOD_START_DATE') First_Eligible_To_Accrue_Period_ED = GET_DATE('PERIOD_END_DATE') IF (First_Eligible_To_Accrue_Period_SD > Calculation_period_ED) THEN ( Total_Accrued_PTO = 0 E = PUT_MESSAGE('HR_52793_PTO_FML_ASG_INELIG') ) ) ELSE ( First_Eligible_To_Accrue_Period_SD = First_Period_SD First_Eligible_To_Accrue_Period_ED = First_Period_ED
- 282. 1-266 Oracle Human Resources Management Systems FastFormula User Guide ) /* ------------------------------------------------------------------- Determine the date on which PTO actually starts accruing based on Hire Date,Continuous Service Date and plan Enrollment Start Date. ---------------------------------------------------------------- */ IF Continuous_Service_date = ACP_CONTINUOUS_SERVICE_DATE THEN ( Actual_Accrual_Start_Date = Continuous_service_Date ) ELSE ( Actual_Accrual_Start_Date = GREATEST(Continuous_Service_Date ,ACP_ENROLLMENT_START_DATE ,First_Period_SD) ) /* ------------------------------------------------------------------- Determine the actual start of the accrual calculation -----------------------------------------------------------------*/ IF (Actual_Accrual_Start_Date > First_Period_SD AND Actual_Accrual_Start_Date > First_Eligible_To_Accrue_Period_SD) THEN ( E = GET_PERIOD_DATES(Actual_Accrual_Start_Date ,Accruing_Frequency ,Beginning_Of_Calculation_Year ,Accruing_Multiplier) Accrual_Start_Period_SD = GET_DATE('PERIOD_START_DATE') Accrual_Start_Period_ED = GET_DATE('PERIOD_END_DATE') /*---------------------------------------------------------------- If the Actual Accrual Period is after the Calculation Period then end the processing. -------------------------------------------------------------- */ IF (Accrual_Start_Period_SD > Calculation_period_ED) THEN ( Total_Accrued_PTO = 0 E = PUT_MESSAGE('HR_52797_PTO_FML_ACT_ACCRUAL') ) ) ELSE IF (First_Eligible_To_Accrue_Period_SD > First_Period_SD) THEN ( Accrual_Start_Period_SD = First_Eligible_To_Accrue_Period_SD Accrual_Start_Period_ED = First_Eligible_To_Accrue_Period_ED ) ELSE ( Accrual_Start_Period_SD = First_Period_SD Accrual_Start_Period_ED = First_Period_ED ) /*-------------------------------------------------------------------- Retrieve sickness information for previous employment ----------------------------------------------------------------- */ Previous_employment = 'N' Prev_Sickness_Leave = 0
- 283. FastFormula 1-267 IF TO_CHAR(ACP_SERVICE_START_DATE,'yyyy') = TO_CHAR (Calculation_Date,'yyyy') THEN ( Prev_Sickness_Leave = HU_ABS_GET_PREV_EMP_SICKNESS_LEAVE (TO_CHAR(Calculation_Date,'yyyy') ,Previous_employment) ) Accrued_PTO = 0 /* ------------------------------------------------------------------- Now set up the information that will be used in when looping through the periods ------------------------------------------------------------------- */ IF Last_period_ED >= Accrual_Start_Period_ED THEN ( E = SET_DATE('PERIOD_SD',Accrual_Start_Period_SD) E = SET_DATE('PERIOD_ED',Accrual_Start_Period_ED) E = SET_DATE('LAST_PERIOD_SD',Calculation_period_SD) E = SET_DATE('LAST_PERIOD_ED',Calculation_period_ED) E = SET_NUMBER('TOTAL_ACCRUED_PTO',Accrued_PTO) E = LOOP_CONTROL('HU_SICKNESS_HOLIDAY_PERIOD_ACCRUAL') Total_Accrued_PTO = ROUND(GET_NUMBER('TOTAL_ACCRUED_PTO')) IF Previous_employment = 'Y' AND Total_Accrued_PTO > 15 - Prev_Sickness_Leave THEN ( Total_Accrued_PTO = 15 - Prev_Sickness_Leave E = SET_NUMBER('TOTAL_ACCRUED_PTO',Total_Accrued_PTO) ) ) IF Accrual_Start_Period_SD <= Calculation_period_ED THEN ( Accrual_end_date = Calculation_period_ED ) Effective_Start_Date = Accrual_Start_Period_SD Effective_End_Date = Calculation_period_ED IF Effective_Start_Date >= Effective_End_Date THEN ( Effective_Start_Date = Effective_End_Date ) RETURN Total_Accrued_PTO, Effective_start_date , Effective_end_date, Accrual_end_date Looping formula /* ------------------------------------------------------------------- NAME : HU_SICKNESS_HOLIDAY_PERIOD_ACCRUAL This formula calculates the amount of PTO accrued for a particular period --------------------------------------------------------------------*/ /*-------------------------------------------------------------------- Get the global variable to be used in this formula --------------------------------------------------------------------*/ DEFAULT FOR ACP_TERMINATION_DATE IS '4712/12/31 00:00:00' (DATE)
- 284. 1-268 Oracle Human Resources Management Systems FastFormula User Guide DEFAULT FOR EMP_HIRE_DATE IS '4712/12/31 00:00:00' (DATE) DEFAULT FOR ACP_SERVICE_START_DATE IS '4712/12/31 00:00:00' (DATE) Continuous_Service_Date = GET_DATE('CONTINUOUS_SERVICE_DATE') Total_Accrued_PTO = GET_NUMBER('TOTAL_ACCRUED_PTO') Period_SD = GET_DATE('PERIOD_SD') Period_ED = GET_DATE('PERIOD_ED') Last_Period_SD = GET_DATE('LAST_PERIOD_SD') Last_Period_ED = GET_DATE('LAST_PERIOD_ED') /* ------------------------------------------------------------------- Set the payroll period, accruing frequency, and accruing multiplier based on the payroll. -----------------------------------------------------------------*/ Accruing_Frequency = GET_TEXT('ACCRUING_FREQUENCY') Accruing_Multiplier = GET_NUMBER('ACCRUING_MULTIPLIER') Beginning_of_Calculation_Year = GET_DATE('BEGINNING_OF_CALCULATION_YEAR') Period_Accrued_PTO = 0 IF ACP_SERVICE_START_DATE >= Period_SD AND ACP_SERVICE_START_DATE <= Period_ED AND ACP_TERMINATION_DATE >= Period_SD AND ACP_TERMINATION_DATE <= Period_ED THEN ( Days_valid = HU_ABS_GET_WORKING_DAYS(ACP_SERVICE_START_DATE ,ACP_TERMINATION_DATE) ) ELSE IF ACP_SERVICE_START_DATE >= Period_SD AND ACP_SERVICE_START_DATE <= Period_ED THEN ( Days_valid = HU_ABS_GET_WORKING_DAYS(ACP_SERVICE_START_DATE , Period_ED) ) ELSE IF ACP_TERMINATION_DATE >= Period_SD AND ACP_TERMINATION_DATE <= Period_ED THEN ( Days_valid = HU_ABS_GET_WORKING_DAYS(Period_SD , ACP_TERMINATION_DATE) ) ELSE ( Days_valid = HU_ABS_GET_WORKING_DAYS(Period_SD,Period_ED) ) /* ------------------------------------------------------------------- Calculate the Amount Accrued this Period -----------------------------------------------------------------*/ Period_Accrued_PTO = 15 * (Days_valid/260) /*-------------------------------------------------------------------- Calculate any absence or bought/sold time etc. to be accounted for in this period. --------------------------------------------------------------------*/ Absence = GET_ABSENCE(Period_ED, Beginning_of_Calculation_Year) CarryOver = GET_CARRY_OVER(Period_ED, Beginning_of_Calculation_Year) Other = GET_OTHER_NET_CONTRIBUTION(Period_ED ,Beginning_of_Calculation_Year) Period_Others = CarryOver + Other - Absence
- 285. FastFormula 1-269 /*-------------------------------------------------------------------- Set the Running Total ------------------------------------------------------------------*/ E = SET_NUMBER('TOTAL_ACCRUED_PTO' ,Total_Accrued_PTO + Period_Accrued_PTO) /* ------------------------------------------------------------------- Establish whether the current period is the last one, if so end the processing, otherwise get the next period -----------------------------------------------------------------*/ IF Period_SD = Last_Period_SD THEN ( Continue_Processing_Flag = 'N' ) ELSE ( E = GET_PERIOD_DATES(ADD_DAYS(Period_ED,1) ,Accruing_Frequency ,Beginning_of_Calculation_Year ,Accruing_Multiplier) E = SET_DATE('PERIOD_SD', GET_DATE('PERIOD_START_DATE')) E = SET_DATE('PERIOD_ED', GET_DATE('PERIOD_END_DATE')) Continue_Processing_Flag = 'Y' ) RETURN Continue_Processing_Flag Sample Formula for Carry Over Absence (Hungary) Oracle HRMS provides the HU_ABS_CARRYOVER_FORMULA to calculate their unused Base Holiday, Additional Holiday for bringing up children, and Other Additional Holiday except Sickness Holiday. Employees can carry over these holidays up to 30th June of the following year or, if the collective agreement permits, up to 31st December of the following year. The formula considers 30th June as the carry over expiry date. You can use the sample formula HU_ABS_CARRYOVER_FORMULA to calculate the above entitlements. The sample formula is given below:
- 286. 1-270 Oracle Human Resources Management Systems FastFormula User Guide /*==================================================================== Formula Title : HU_ABS_HOLIDAY_CARRY_OVER Description : This Formula carries over the holidays remaining to next period. ==================================================================*/ DEFAULT FOR ACP_CONTINUOUS_SERVICE_DATE IS '4712/12/31 00:00:00' (date) DEFAULT FOR ACP_SERVICE_START_DATE IS '4712/12/31 00:00:00' (date) INPUTS ARE Calculation_Date (date) ,Accrual_Term (text) IF ACP_CONTINUOUS_SERVICE_DATE WAS DEFAULTED THEN ( Continuous_Service_Date = ACP_SERVICE_START_DATE ) ELSE ( Continuous_Service_Date = ACP_CONTINUOUS_SERVICE_DATE ) calculation_period_end_date = TO_DATE('3112'|| TO_CHAR(Calculation_Date,'YYYY'),'DDMMYYYY') IF Accrual_Term = 'PREVIOUS' THEN ( Effective_Date = ADD_YEARS(calculation_period_end_date, -1) ) ELSE ( Effective_Date = calculation_period_end_date ) Expiry_Date = ADD_MONTHS(effective_date, 6) Years_service = FLOOR(MONTHS_BETWEEN(ADD_DAYS(Effective_date,1) , Continuous_Service_Date) / 12) IF (GET_ACCRUAL_BAND(Years_service) = 0) THEN ( Max_carryover = GET_NUMBER('MAX_CARRY_OVER') ) ELSE Max_carryover = 30 Process = 'YES' RETURN Max_Carryover, Effective_date, Expiry_Date, Process Sample Formula for Validation of YEA Information (Korea) Oracle provides a predefined legislative formula KR_VALIDATE_YEA_DATA that you can use as a template to write a custom formula to validate YEA information for each business group. The formula lists employee information that you can use as input for the custom formula. If you require more information, you must write formula functions to query the saved data from the PER_KR_ASSIGNMENT_YEA_INFO table. If you do not want to define the formula VALIDATE_YEA_DATA, then the application skips the custom validation step. When you write the custom formula, you must observe the following rules:
- 287. FastFormula 1-271 • Name the formula as VALIDATE_YEA_DATA • Ensure that the custom formula returns an output parameter named STATUS with value VALID if data passes the custom validation. If the formula returns any other value, then the validation fails • The custom formula can have a maximum of 10 error messages as output variables to display on the data entry pages, besides STATUS as the output In the custom formula, you can use database items that use only the following contexts: • PERSON_ID • ASSIGNMENT_ID • DATE_EARNED Formula Input The YEA Information Entry passes the following parameters to the formula that you can choose or not, as inputs in the formula. If you want to use these parameters, then the INPUT statement within the custom formula must include the desired parameter with the same name as given in the following table: PARAMETER NAME DESCRIPTION Special Tax Exemption EE_EDUC_EXP Employee Education Expense HOUSING_SAVING_TYPE Housing Saving Type HOUSING_SAVING Housing Saving HOUSING_PURCHASE_DATE Housing Purchase Date HOUSING_LOAN_DATE Housing Loan Date HOUSING_LOAN_REPAY Housing Loan Repay Longterm Housing Loan Date due LT_HOUSING_LOAN_DATE Long term Housing Loan Date due less than 15 Years LT_HOUSING_LOAN_INTEREST_REPAY Long term Housing Loan Interest Repay due less than 15 Years
- 288. 1-272 Oracle Human Resources Management Systems FastFormula User Guide PARAMETER NAME DESCRIPTION DONATION1 Statutory (100%) POLITICAL_DONATION1 Political Since 2004.3.12 HI_PREM Health Insurance Premium POLITICAL_DONATION2 Political Before 2004.3.12 POLITICAL_DONATION3 Political3 (Obsolete) DONATION2 Specified (10% Limit) DONATION3 Special (50% Limit) MED_EXP_EMP Medical Expense for Employee LT_HOUSING_LOAN_DATE_1 Long term Housing Loan Date due greater than 15 Yrs LT_HOUSING_LOAN_INT_REPAY_1 Long term Housing Loan Interest Repay due greater than 15 years MFR_MARRIAGE_OCCASIONS Marriage Exemption MFR_FUNERAL_OCCASIONS Funeral Exemption MFR_RELOCATION_OCCASIONS Relocation Exemption EI_PREM Employment Insurance Premium ESOA_DONATION ESOA (30% Limit) PERS_INS_NAME Personal Insurance Name PERS_INS_PREM Personal Insurance Premium DISABLED_INS_PREM Disabled Insurance Premium MED_EXP Medical Expense
- 289. FastFormula 1-273 PARAMETER NAME DESCRIPTION MED_EXP_DISABLED Medical Expense for Disabled MED_EXP_AGED Medical Expense for Aged EE_OCCUPATION_EDUC_EXP Employee Occupational Education Expense Foreign Worker Tax Break IMMIGRATION_PURPOSE Immigration Purpose CONTRACT_DATE Contract Date STAX_APPLICABLE_FLAG Special Tax Applicable FWTB_APPLICATION_DATE Application Date FWTB_SUBMISSION_DATE Submission Date Overseas Tax Break TAX_PAID_DATE Tax Paid Date OTB_SUBMISSION_DATE Submission Date KR_OVS_LOCATION Location Overseas KR_OVS_WORK_PERIOD Overseas Work Period KR_OVS_RESPONSIBILITY Responsibility of Overseas Work TERRITORY_CODE Country CURRENCY_CODE Currency TAXABLE Taxable Earnings TAXABLE_SUBJ_TAX_BREAK Taxable Earnings subject to Tax Break TAX_BREAK_RATE Tax Break Rate
- 290. 1-274 Oracle Human Resources Management Systems FastFormula User Guide PARAMETER NAME DESCRIPTION TAX_FOREIGN_CURRENCY Tax (Foreign Currency) TAX Tax (KRW) OTB_APPLICATION_DATE Application Date Tax Break HOUSING_LOAN_INTEREST_REPAY Housing Loan Interest Repay STOCK_SAVING Stock Saving LT_STOCK_SAVING1 Long term Stock Saving (1st Year) LT_STOCK_SAVING2 Long term Stock Saving (2nd Year) Other Tax Exemptions DIRECT_CARD_EXP Direct Payment for Employee DPNT_DIRECT_EXP Direct Payment for Spouse and Dependent GIRO_TUITION_PAID_EXP Tuition Paid in GIRO CASH_RECEIPT_EXP Cash Receipt Expenses KR_MED_EXP_PAID_IN_CARD Medical Expense Paid in card, direct payment, cash receipt NP_PREM National Pension Premium PERS_PENSION_PREM Personal Pension Premium PERS_PENSION_SAVING Personal Pension Saving INVEST_PARTNERSHIP_FIN1 Investment Partnership Financing Type1 INVEST_PARTNERSHIP_FIN2 Investment Partnership Financing Type2 CREDIT_CARD_EXP Credit Card for Employee
- 291. FastFormula 1-275 PARAMETER NAME DESCRIPTION EMP_STOCK_OWN_PLAN_CONTRI Employee Stock Ownership Plan Contribution CREDIT_CARD_EXP_DPNT Credit Card for Spouse and Dependents You can query these values from the table PER_KR_ASSIGNMENT_YEA_INFO. If you need any information other than the parameters specified above, then query the values from the table PER_KR_ASSIGNMENT_YEA_INFO. Formula Outputs If you pass an output variable STATUS in the RETURN statement of the formula and if value of STATUS is VALID, then the employee's YEA information is valid. Any other output value indicates that employee's YEA information is invalid. You can return any error messages to display on incorrect data entry on the YEA Information Entry pages. You can pass up to a maximum of 10 error messages. This is an optional feature. Netherlands Reporting ABP Part Time Percentage Oracle HRMS enables you to override the ABP Part Time percentage at the assignment level. You define a FastFormula with the name NL_ABP_REPORTING_PART_TIME_PERCENTAGE, returning a value called Part_Time_Percentage. The formula code uses any available database items or balances to obtain a value. Note: This action is only required if you want to override the assignment level information. Netherlands Working Hours Formula Oracle HRMS enables you to derive the weekly working hours to appear on the Central Bureau of Statistics (CBS) file. You define a FastFormula with the name NL_WEEKLY_WORKING_HOURS, to return a parameter called Working_Hours with a value for weekly working hours in the format 99.99. The formula code uses any database items or balances to obtain a value for the weekly working hours. Note: If you do not define a FastFormula, the application draws the working hours from the Individual Working Hours held on the assignment.
- 292. 1-276 Oracle Human Resources Management Systems FastFormula User Guide Netherlands Payee Name Formulas Oracle HRMS enables you to present the Payee Name of an employee/organization in a specified format, in the EFT Payment File. Creating a FastFormula entitled NL_PAYEE_REPORTING_NAME, you can decide the format the name appears on the file. Prior to using the FastFormula, the Payee Name of the person/organization appearing on the EFT Payment is taken from the Payee Name field on the Personal Payment Method form. If this field is blank, a check is carried out to find the NL_PAYEE_REPORTING_NAME FastFormula, and use the information generated there. The Payee Name is set to Last Name +"+ Initials of the person being paid, if no formula has been defined. The Payee Address is taken from the City of the primary address of the relevant employee/organization identified in the Payee Name record. This is left blank if it does not exist. If the Payee Name is derived from the Payee Name field on the Personal Payment Method form, the address used depends on whether the Payee Name specified is a person or an organization. The Payee Address for an organization is taken from the City on the appropriate location address, otherwise, it is taken from the City on the employee's address. However, if a FastFormula is selected, or the Payee Name consists of the Last Name +"+ Initials, then the City from the employee address is used. Netherlands EFT Payment Override Formula Oracle HRMS enables you to override the contents of the Description field in the Transaction Description Record 160 of the EFT Payment file and enter your own information. You define a FastFormula with the standard name NL_TRANSACTION_DESCRIPTION, returning a value called Transaction_Description. The code in the formula can access any database item to derive the Transaction Description value. This description can be up to 128 characters in length, and spread over a maximum of 4 Transaction Description records. Note: If you use the override, none of the derived values, such as Employee Name and Assignment Number, is included in the Transaction Description records unless added in the FastFormula. Formulas for Netherlands Wage Tax Subsidies Oracle HRMS provides you with FastFormulas for each of the following Wage Tax Subsidies: • Wage Tax Eligibility - NL_WAGE_TAX_SUBSIDY_ELIGIBILITY. This formula
- 293. FastFormula 1-277 derives the applicable wage tax subsidies for an employee assignment, and returns values for the relevant subsidies. • Wage Tax Subsidy for Low Wages - NL_CALC_LOW_WAGES_TAX_SUBSIDY. This formula derives the wage tax subsidy for low wages for an employee. • Wage Tax Subsidy for Paid Parental Leave - NL_CALC_PAID_PARENTAL_LEAVE_TAX_SUBSIDY. This formula derives a value for the wage tax subsidy for paid parental leave for an employee. • Wage Tax Subsidy for Education - NL_CALC_EDUCATION_TAX_SUBSIDY. This formula derives a value for the wage tax subsidy for education for an employee. • Wage Tax Subsidy for the Long Term Unemployed - NL_CALC_LONG_TERM_UNEMPLOYED_TAX_SUBSIDY. This formula derives a value for the wage tax subsidy for long term unemployed for an employee. Formulas to Enable Additional Part-Time Percentages for the Netherlands Oracle HRMS enables you to create FastFormulas to calculate each of the additional part-time percentage values for an assignment, overriding the current general part-time percentage and assignment level information. The FastFormulas will have no input values, returning a parameter called Part_Time_Percentage, in the format 999.9999. If you want all part-time percentage values to be set from information at the assignment level, you do not need to define any overriding FastFormulas. If you want to override all the part-time percentage values using the same calculation, you define one formula called NL_PART_TIME_PERCENTAGE. If you need to override any of the part-time percentage values, you must create the appropriate formula from the following: • Standard SI part-time percentage- NL_STANDARD_SI_PART_TIME_PERCENTAGE • Pseudo SI part-time percentage- NL_PSEUDO_SI_PART_TIME_PERCENTAGE • Standard SI part-time percentage for reporting- NL_STANDARD_SI_REPORTING_PART_TIME_PERCENTAGE • Pseudo SI part-time percentage for reporting- NL_PSEUDO_SI_REPORTING_PART_TIME_PERCENTAGE Note: Pseudo SI Calculation uses the Pseudo SI Part-time Percentage. All the part-time percentages are limited according to the maximum limits set in the corresponding global values.
- 294. 1-278 Oracle Human Resources Management Systems FastFormula User Guide Sample Formulas for Payment Method (Saudi) Oracle provides sample formulas that you can use to define payment method as per your bank's requirement. A payment type is required to identify the method of payment for example, SA Direct Deposit - SAR. This payment type should reference the generic magnetic tape procedure. Formulas: The following formulas are created for Electronic File Transfer (EFT): FORMULAS: Formula Description SA_EFT_HEADER This formula is the header section of the payment output file. It calls the formula function SA_GET_CUSTOMER_FORMULA_HEADER which in turn fetches the various required fields for the header part. SA_EFT_HEADER_CUSTOMER This formula actually formats the fields fetched by the SA_EFT_HEADER formula as per the requirement. This formula is a sample and you can format the fields as per your requirement. SA_EFT_BODY This formula is the body section of the payment output file. It calls the formula function SA_GET_CUSTOMER_FORMULA_BODY which in turn fetches the various required fields for the body part. SA_EFT_BODY_CUSTOMER This formula actually formats the fields fetched by the SA_EFT_BODY formula as per the requirement. This formula is a sample and you can format the fields as per your requirement. SA_EFT_FOOTER This formula is the footer section of the payment output file. It calls the formula function SA_GET_CUSTOMER_FOOTER which in turn fetches the various required fields for the footer section.
- 295. FastFormula 1-279 Formula Description SA_EFT_FOOTER_CUSTOMER This formula actually formats the fields fetched by the SA_EFT_FOOTER formula as per the requirement. This formula is a sample and you can format the fields as per your requirement. Formula Functions:The following formula functions are also created: FORMULA FUNCTIONS: Formula Function Description SA_USER_CUSTOMER_FORMULA_HEADE R This formula function fetches the values for the fields, which are passed to it by the calling formula SA_EFT_HEADER. SA_USER_CUSTOMER_FORMULA_BODY This formula function fetches the values for the fields, which are passed to it by the calling formula SA_EFT_BODY. SA_USER_CUSTOMER_FORMULA_FOOTER This formula function fetches the values for the fields, which are passed to it by the calling formula SA_EFT_FOOTER. Customer Formula (Sample) Oracle Payroll provides a sample formula for you, to set up your own formulas for Header, Body and Footer. This sample is based on superset of data that supports EFT. The following inputs are allowed in the header/footer and the body section of the payment file, to write your own formula: Header/Footer: • CREATION_DATE, this refers to the effective date on which the payment file is created as per Hijrah calendar (YYYYMMDD). • PROCESS_DATE, this refers to the date on which the payment file is submitted as per Hijrah calendar (YYYYMMDD). • COUNT 1, this refers to the total number of employees. • SUM1, this refers to the total amount. You would multiply the total amount with hundred (100) to display the last two decimal points in your report.
- 296. 1-280 Oracle Human Resources Management Systems FastFormula User Guide Body: • AMOUNT, this refers to the amount for each employee. You would multiply this amount with hundred (100) to display the last two decimal points in your report. • FIRST_NAME, this refers to the first name of the employee. • LAST_NAME, this refers to the last name of the employee. • EMP_NO, this refers to the employee number. • ASG_NO, this refers to the assignment number of the employee. • LOCAL_NATIONALITY, this refers to the local nationality of the employee. The formula that you have defined should return all the WRITE_TEXT, REPORT1_TEXT and REPORT2_TEXT variables that are set up in the formulas. WRITE_TEXT, REPORT1_TEXT, and REPORT2_TEXT are the outputs that are available for you. At the maximum you have they can have five WRITE_TEXT, five REPORT1_TEXT and five REPORT2_TEXT variables. Each variable should not exceed 255 characters in size. You use the following contexts for each section of your own formula and use database items for these values only. Header / Footer: • DATE_EARNED • ORG_PAY_METHOD_ID • BUSINESS_GROUP_ID • PAYROLL_ID • PAYROLL_ACTION_ID Body: • ASSIGNMENT_ID • BUSINESS_GROUP_ID • PER_PAY_METHOD_ID • DATE_EARNED • PAYROLL_ID • PAYROLL_ACTION_ID
- 297. FastFormula 1-281 • ASSIGNMENT_ACTION_ID • ORGANIZATION_ID • TAX_UNIT_ID Oracle may change this formula in future releases. This formula is strictly for example or prototype uses only, and is not intended to provide a ready-made solution. You can make a copy of this formula but you should not change your copied version. Always write your own formula to meet your bank's requirements. This formula may contain certain hard-coded values for simplified use. The prototype formula supplied is only designed to work for payment method and should not be used for any other purpose. Any use of this formula is subject to the terms of Oracle license agreement for the HRMS programs and documentation. Sample for the Header is as follows: *************************************************************** */ /* Formula Name: SA_EFT_HEADER Description : This formula formats and writes header section of the Magnetic File. It also writes data onto the audit report. *************************************************************** */ /* Initialise database items */ DEFAULT FOR ORG_SA_BANK_NAME IS ' ' DEFAULT FOR ORG_SA_ACCOUNT_NUMBER IS ' ' INPUTS ARE CREATION_DATE (Text) ,PROCESS_DATE (Text) ,COUNT1 (Text) ,SUM1 (Text) TRANSFER_SUM1 = SUM1 TRANSFER_COUNT1 = COUNT1 /* Customer to modify section below this */ /* File Header */ WRITE_TEXT1 = '0' + /* Header Rec */ '000000000000' + /* Key Header */ 'G' + /* Month Type */ CREATION_DATE + /* File Creation Date */ PROCESS_DATE + /* Salary Process Date */ '10000' + /* Total Amount for All Employees*/ '100' + /* Total Employees*/ LPAD(ORG_SA_ACCOUNT_NUMBER,15,'0') + /* Company Account Number */ RPAD(' ',68,' ') + /*Filler*/
- 298. 1-282 Oracle Human Resources Management Systems FastFormula User Guide CHR(10) /* Report File Header */ REPORT1_TEXT1 = ' ' + 'Header Record:' + '0 ' + CHR(10) + ' '+ 'Key Header :' + LPAD('0',12,'0') + ' + 'File Creation Date :' + LPAD(CREATION_DATE,12,'0') + CHR(10) /*REPORT1_TEXT2 = 'Header Record:' + '0 ' + 'Month Type :' + LPAD('0',12,'0') + ' ' + 'Salary Process Date :' + LPAD('0',12,'0') + CHR(10) REPORT1_TEXT3 = 'Header Record:' + '0 ' + 'File Creation Date:' + LPAD('0',12,'0') + CHR(10) REPORT1_TEXT4 = 'Header Record:' + '0 ' + 'Salary Process Date:' + LPAD('0',12,'0') + CHR(10)*/ REPORT1_TEXT2 = ' ' + 'Month Type :' + LPAD('GREGORIAN',12,'0') + ' ' + 'Salary Process Date :' + LPAD(PROCESS_DATE,12,'0') + CHR(10) REPORT1_TEXT3 = ' ' REPORT1_TEXT4 = ' '' REPORT1_TEXT5 = ' '+ 'Total Employees :' + LPAD(COUNT1,12,'0')+ CHR(10) /*Customer to modify section above this */ RETURN WRITE_TEXT1, REPORT1_TEXT1, REPORT1_TEXT2,REPORT1_TEXT3,REPORT1_TEXT4,REPORT1_TEXT5,TRANSFER_COUNT1, TRANSFER_SUM1 Sample Payroll Formulas Enabled for Proration (UK Only) The following sample formulas show how you can create payroll formulas to be used in different situations requiring proration. Oracle may change or upgrade these formulas in future releases of HRMS programs. These formulas are strictly for example or prototype purposes only, and are not intended to provide a ready-made solution to be used in your environment. You can make a copy of these formulas, subject to the terms of the license agreement for the programs, but you should not change your copied version for prototyping purposes. You should always write a new formula of your own to meet your particular requirements. These formulas may contain certain hard-coded values to simplify the use of formulas for proration. A typical example of proration would be when a new employee starts work in the
- 299. FastFormula 1-283 middle of a monthly payroll period and your payroll department makes a pro-rata payment to reflect the proportion of monthly pay to which the employee is entitled. The prototype formula supplied is only designed to work for payroll calculations involving proration and should not be used for any other purpose. Any use of the formula is subject to the terms of the Oracle license agreement for the HRMS programs and documentation. FastFormula to use if Employee is Paid using Salary Administration /*************************************************** Formula name : FF_PRORATION_SAL_MANAGEMENT Formula to calculate salary in proration DISCLAIMER: Oracle may change or upgrade this FastFormula in the future releases. This FastFormula is strictly for example or prototype purposes only. This FastFormula is not intended to provide a ready-made solution to the users. This formula may contain certain hard-coded values added to simplify the concept of usage of FastFormulas in proration. Users should make a copy of this formula and not change this formula. Users need to write their own new formula(s) to meet requirements. **************************************************** default for ASG_SALARY_BASIS_GRADE_ANNUALIZATION_FACTOR is 0 default for prorate_start is '01-JAN-1990' (date) default for prorate_end is '01-JAN-1900' (date) default for PAY_PROC_PERIOD_START_DATE IS '01-JAN-1950' (date) default for PAY_PROC_PERIOD_END_DATE IS '01-JAN-1950' (date) default for NI_NEW_TAX_YEAR IS '01-JAN-1950' (date) default for annual_salary is 0.0 inputs are annual_salary (number), prorate_start (date), prorate_end (date) /**
- 300. 1-284 Oracle Human Resources Management Systems FastFormula User Guide Prorate_start and prorate_end dates are passed from the payroll engine. These dates basically represent the dates on which the changes occur in the salary amount during the pay period. annual_salary is an input value created in the element to which this formula will be tied. Here the assumption is that the user enters the annual salary amount through salary management. **/ l_amount=annual_salary l_string = '' if(ASG_SALARY_BASIS_GRADE_ANNUALIZATION_FACTOR was not defaulted) then ( /** This calculation makes sure that l_amount has the annual salary. **/ l_amount = amount*ASG_SALARY_BASIS_GRADE_ANNUALIZATION_FACTOR ) /** l_tax_year_start_date derives the value from the DBI NI_NEW_TAX_YEAR. The following calculation sets the start date of the tax year to 01-APR-YYYY and end date of the tax year to 31-MAR-(YYYY+1) **/ l_tax_year_start_date = NI_NEW_TAX_YEAR l_tax_year_start_date = TRUNC(l_tax_year_start_date,'month') l_tax_year = TO_NUMBER(TO_CHAR(l_tax_year_start_date,'YYYY')) + 1
- 301. FastFormula 1-285 l_tax_year_end_date = TO_DATE('31/03/'||TO_CHAR(1_tax_year),'DD/MM/YYYY') /** The following calculation is for the case when no proration occurs during the pay period and element entry start date and element entry end date is not equal to the pay period start and end dates respectively. **/ IF(prorate_start was defaulted) then ( IF(PAY_PROC_PERIOD_END_DATE<>ENTRY_END_DATE) THEN ( IF(PAY_PROC_PERIOD_START_DATE<>ENTRY_START_DATE) THEN ( /** Since prorate_start date is defaulted, it means no proration occured, therefore we simply return the annual salary amount divided by 12. **/ l_amount = ROUND(amount/12,2) result1 = l_amount return result1 ) ) ) l_post_calc = 'N' /**
- 302. 1-286 Oracle Human Resources Management Systems FastFormula User Guide l_post_calc is a flag used to do the calculation differently depending on the values of this flag. **/ /** The following if condition takes care of the case when Either The element entry starts on the same day as pay period start date OR Prorate start date IS EQUAL TO element entry start date AND Prorate start date IS NOT EQUAL TO one day prior to pay period start date. For example, in a monthly payroll running for the month of June 2000. Either Element entry start date is )01-JUN-2000 (employee starts on the first day of the payroll period) OR Prorate start date is 14-JUN-2000 (employee starts in the middle of the month or gets a salary change in the middle of the month) Prorate start date IS NOT 31-MAY-2000 **/ if((prorate_start = ENRTY_START_DATE and prorate_start <> ADD_DAYS(PAY_PROC_PERIOD_START_DATE,-1 )) or ENTRY_START_DATE = PAY_PROC_PERIOD_START_DATE) then ( /**
- 303. FastFormula 1-287 This code is executed when it is a new entry. Thus the post calc must be performed. **/ l_post_calc = 'Y' ) else ( if(prorate_end<>ENTRY_END_DATE) then ( if(prorate_end = PAY_PROC_PERIOD_END_DATE) then ) /** This code is executed when it is a normal last proration entry. Thus the post calc must be performed. **/ l_post_calc = 'Y' ) ) ) /** The following code sets the right proration start and end dates*/ **/ if(prorate_start was defaulted) then ( /**
- 304. 1-288 Oracle Human Resources Management Systems FastFormula User Guide Prorate start is defaulted when no proration occurs **/ if(ENTRY_START_DATE=PAY_PROC_PERIOD_START_DATE) then ( /** Element entry start date is the same as the payroll period start date **/ prorate_start=ENTRY_START_DATE if(ENTRY_END_DATE=PAY_PROC_PERIOD_END_DATE) then ( prorate_end=ENTRY_END_DATE ) else ( prorate_end=PAY_PROC_PERIOD_END_DATE ) r) else if(ENTRY_END_DATE=PAY_PROC_PERIOD_END_DATE) then ( prorate_end=ENTRY_END_DATE prorate_start=PAY_PROC_PERIOD_START_DATE ) ) /*Do we have to do daily calc*/
- 305. FastFormula 1-289 if((prorate_start>PAY_PROC_PERIOD_START_DATE and prorate_end<PAY_PROC_PEROD_END_DATE) or (prorate_start=PAY_PROC_PERIOD_START_DATE and prorate_end<PAY_PROC_PERIOD_END_DATE and prorate_start=ENTRY_START_DATE)) then ( l_post_calc='D' ) /*Now perform the calculations*/ if(l_post_calc='N') then ( /*Perform in the pre mode, i.e.start of year to current date*/ l_days=days_between(prorate_end, l_tax_year_start_date) + 1 l_amount1=l_amount * 1_days/365 l_months=TRUNC(months_between(PAY_PROC_PERIOD_START_DATE, l_tax_year_start_date )) l_amount2=1_amount * l_months/12 result1=1_amount1-l_amount2 ) else )
- 306. 1-290 Oracle Human Resources Management Systems FastFormula User Guide if(l_postcalc+'Y') then ) /*perform in post mode, i.e.current date to end of year*/ l_days=days_between(l_tax_year_end_date, prorate_start) + 1 l_amount1=l_amount*l_days/365 l_months=TRUNC(months_between(l_tax_year_end_date, PAY_PROC_PERIOD_END_DATE l_amount2=l_amount*l_months/12 result1=l_amount1-l_amount2 ) else ( /** This code is executed when l_post_calc=D. Perform in daily mode. **/ l_days=days_between(prorate_end,prorate-start) + 1 l_amount1=0 l_months=0 l_amount2=0 result1=l_amount*l_days/365 ) )
- 307. FastFormula 1-291 /** The following code is just to convert all the non-character variables into the character variables, so that the values of the variables could be displayed in the messages available either in SOE form or messages. **/ prorate_start_res=to_char(prorate_start,'DD-MON-YYYY') prorate_end_res=to_char(prorate_end,'DD-MON-YYYY') l_days_res=TO_CHAR(l_days) l_amount1_res=TO_CHAR(l_amount1) l_months_res=TO_CHAR(l_months) l_amount2_res=TO_CHAR(l_amount2) return result1, l_post_calc, l_days_res, l_amount1_res, l_months_res, l_amount2_res, prorate_start_res, prorate_end_res FastFormula to use if Employee is Paid using a Spinal Point/Pay Scale /*********************************************************** Formula Name = UK_PRORATION_SPINAL_POINT Formula Type = Oracle Payroll
- 308. 1-292 Oracle Human Resources Management Systems FastFormula User Guide Description: This formula is executed from within the payroll run by processing the element UK Salary Spinal Point. It calculates the rate of pay and returns this value. It uses the version of the function RATES_HISTORY which requires a date input to be passed. This formula is just a prototype. DISCLAIMER: Oracle may change or upgrade this fast formula in the future releases. This FastFormula is strictly for example or prototype purposes. This FastFormula is not intended to provide a ready-made solution to the users. This formula may contain certain hard-coded values added to simplify the concept of usage of FastFormulas in proration. Users should make a copy of this formula and not change this formula. Users need to write their own new formula(s) to meet requirements. ************************************************************/ DEFAULT FOR date_worked IS '01-JAN-1950'(date) DEFAULT FOR PAY_PROC_PERIOD_END_DATE IS '01-JAN-1950'(date) DEFAULT FOR PAY_PROC_PERIOD_START_DATE IS '01-JAN-1950'(date) DEFAULT FOR prorate_start IS '01-JAN-1950'(date) DEFAULT FOR prorate_end IS '01-JAN-1950'(date) inputs are prorate_start(date), prorate_end(date) /** Prorate_start and prorate_end dates are passed from the payroll engine. These dates basically represent the dates on which the changes occur in the pay scale/grade rate during the pay period. **/ amount=0 message='' IF(prorate_start WAS DEFAULTED)then ( /** prorate_start date is defaulted when no proration occurs
- 309. FastFormula 1-293 **/ l_date_worked=PAY_PROC_PERIOD_END_DATE prorate_start=PAY_PROC_PERIOD_START_DATE prorate_end=PAY_PROC_PERIOD_END_DATE ) else ) l_date_worked=prorate_end ) message1='Date defaulted to'||TO_CHAR(date_worked,'DD-MON-YYYY') /** The following function returns the value of the pay scale on the l_date_worked which is last date of hte payroll period if no proration occurs, otherwise it is the proration end date. **/ if rates_history(l_date_worked, 'UK Spinal Point, 'E', 'P', amount, message)= -1 then ( return message, message1 ) else
- 310. 1-294 Oracle Human Resources Management Systems FastFormula User Guide ( l_days = days_between(prorate_end,prorate_start)+ 1 /** l_days stores the number of days between prorate start and prorate end dates **/ message1 = 'The value is'||TO_CHAR(ROUND(amount,2))||for='||TO_CHAR(l_days||'days from '||TO_CHAR(prorate_start,'DD-MON-YYYY')||'to'||TO_CHAR(prorate_end,'DD-M ON-YYYY') /** The message is just for informational purposes. **/ l_amount=amount*(12*1_days/365) /** The above calculation is hard-coded to simplify the calculation. Please write your own calculation logic. The assumption was that the value in the pay scale is monthly. Therefore to get annual amount it is multiplied by 12. Then it is divided by 365 days to get the amount for a single day. Once it is multiplied by l_days, we get the amount for the days we want. **/ /** It is another assumption that a year contains 365 days. Please change this assumption to take account of the leap year. This formula will not work properly in a leap year. **/ return l_amount, message1 )
- 311. FastFormula 1-295 FastFormula to Use if Employee is Paid Using a Grade Rate /**************************************************************** Formula Name = UK_PRORATION_GRADE_RATE Formula Type = Oracle Payroll Description: This formula is executed from within the payroll run by processing the element UK Salary Grade Rate. It calculates the rate of pay and returns this value. It uses the version of the function RATES_HISTORY which requires a date input to be passed. This formula is just a prototype. DISCLAIMER: Oracle may change or upgrade this FastFormula in the future releases. This FastFormula is strictly for example or prototype purposes only. This FastFormula is not intended to provide a ready-made solution to the users. This formula may contain certain hard-coded values added to simplify the concept of usage of FastFormulas in proration. Users should make a copy of this formula and not change this formula. Users need to write their own new formula(s) to meet requirements. ****************************************************************/ DEFAULT FOR date_worked IS '01-JAN-1950'(date) DEFAULT FOR PAY_PROC_PERIOD-END_DATE IS '01-JAN-1950'(date) DEFAULT FOR PAY_PROC_PERIOD-START-DATE IS '01-JAN-1950'(date) DEFAULT FOR prorate_start IS '01-JAN-1950'(date) DEFAULT FOR prorate_end IS '01-JAN-1950'(date) inputs are prorate_start(date), prorate_end(date) /** Prorate_start and prorate_end dates are passed from the payroll engine. These dates basically represent the dates on which the changes occur in the pay scale/grade rate during the pay period. **/ amount = 0 message = ''
- 312. 1-296 Oracle Human Resources Management Systems FastFormula User Guide IF(prorate_start WAS DEFAULTED)then ( /** prorate_start date is defaulted when no proration occurs **/ l_date_worked=PAY_PROC_PERIOD_END_DATE prorate_start=PAY_PROC_PERIOD_START_DATE prorate_end=PAY_PROC_PERIOD_END_DATE ) else ( l_date_worked=prorate_end ) message1='Date defaulted to'||TO_CHAR(date_worked,'DD-MON-YYYY') /** The following function returns the value of the pay scale on the l_date_worked which is last date of the payroll period if no proration occurs, therwise it is the proration end date. **/ if rates_history(l_date_worked, 'UK Grade Rate', 'E', 'H', amount, message) = -1 then
- 313. FastFormula 1-297 ( return message, message1 ) else ( l_days = days_between(prorate_end,prorate_start) + 1 /** l_days stores the number f days between prorate start and prorate end dates **/ message1 = 'The value is'||TO_CHAR(ROUND(amount,2))||for='||TO_CHAR(1_days||'days from '||TO_CHAR(prorate_start,'DD-MON-YYYY')||'to'||TO_CHAR(prorate_end,'DD-M ON-YYYY') /** The message is just for informational purposes. **/ l_amount=amount * ((l_days*1600)/365) /** The above calculation is hard-coded to simplify the calcuation. Please write your own calculatioin logic. The assumption was that the value in the grade rate is hourly. Therefore to get the annual amount it is multiplied by 16000 hours (assuming that there are 1600 hours in a year). Then it is divided by 365 days to get the amount for a single day. Once it is multiplied by l_days, we get the amount for the days we want. **/ /** It is another assumption that a year contains 365 days. Please change this asusmption to take account of leap year. This formula will not work properly in a leap year.
- 314. 1-298 Oracle Human Resources Management Systems FastFormula User Guide **/ return l-amount,message1 ) FastFormula to use for a Deduction /***************************************************************** Formula name: UK_PRORATION_DEDUCTIONS Purpose: Formula prototype to calculate prorated deductions. DISCLAIMER: Oracle may change or upgrade this FastFormula in future releases. This FastFormula is strictly for example or prototype purposes only. This FastFormula is ot intended to provide a ready-made solution for the user. This formula may contain certain hard-coded values added to simplify the concept of usage of FastFormulas in proration. Users should make a copy of this formula and not change this formula. Users need to write their own new formula(s) to meet requirements. *****************************************************************/ default for prorate_start is '01-JAN-1900'(date) default for prorate_end is '01-JAN-1900'(date) default for amount is 0.0 inputs are prorate_start(date), prorate_end(date), annual_deduction(number) /** Prorate-start and prorate_end dates are passed from the payroll engine. These dates basically represent the dates on which the changes occur in the deduction amount during the pay perod. annual_deduction is an input value created in the element to which this formula will be tied. Here the assumption is that the user enters the annual deduction amount in the input value. **/
- 315. FastFormula 1-299 l_amount=annual_deduction message='Proration Start Date'||TO_CHAR(prorate_start, 'DD-MON-YYYY') IF(prorate_start was defaulted)then ( /** prorate_start date is defaulted when no proration occurs. Therefore we should just return the annual deduction amount divided by 12. **/ l_amount=l_amount/12 return l_amount ) else ( l_days=days_between(prorate_end, prorate_start) + 1 /** l_days stores the number of days between prorate start and prorate end dates **/ l_days_in_fiscal_year=365 /** It is another assumption that a year contains 365 days. Please change this assumption to take care of leap year. This formula will not work properly in a leap year. **/ l_amount=(l_amount*l_days)/l_days_in_fiscal_year /**
- 316. 1-300 Oracle Human Resources Management Systems FastFormula User Guide In the above calculation, since l_amount contains the annual deduction amount, it is divided by 365 days of the year to get the deduction amount per day. This amount is then multiplied by the number of days in question to get the proper deduction amount **/ return l_amount, message ) Sample Rates History Formulas (UK Only) The following sample formulas show how you can create payroll formulas to be used in different situations requiring historic rates. Oracle may change this formula in future releases. This formula is strictly for example or prototype uses only, and is not intended to provide a ready-made solution. You can make a copy of this formula but you should not change your copied version. Always write a formula of your own to meet your own requirements. This formula may contain certain hard-coded values for simplified use. Sample FastFormula to Derive a Historic Rate from a Single Element /* Formula name : SAMPLE_OVERTIME_PAY_USING_AN_ELEMENT_RATE Description : Sample formula showing the use of historic rate to calculate overtime In this sample, the GET_HISTORIC_RATE function will reference the 'Overtime' element */ DEFAULT FOR date_worked IS '1951/01/01 00:00:00' (date) DEFAULT FOR hours_worked IS 0 INPUTS ARE date_worked(date) , number_of_hours_worked hourly_rate = GET_HISTORIC_RATE ('Overtime' /* Name of the rate to be calculated */ , date_worked /* Date as of which the rate is required */ , 'H' /* Time dimension required, 'H' for Hourly */ ) overtime pay = hourly_rate * number_of_hours_worked RETURN overtime_pay , hourly rate
- 317. FastFormula 1-301 Sample FastFormula to Derive the Combined Historic Rate from More than One Element /* Formula name : SAMPLE_OVERTIME_PAY_USING_A_RATE_TYPE Description : Sample formula showing the use of historic rate to calculate the a pension deduction In this sample, the GET_HISTORIC_RATE will identify all elements attached. */ DEFAULT FOR employee_contribution IS 5.0 INPUTS employee_contribution /* Percentage */ effective_date = SESSION_DATE annual_salary_rate = GET_HISTORIC_RATE ('Pensionable Salary' /* Name or the rate to be calculated. */ , effective_date /* Date as of which the rate is required. */ , 'A' /* Time Dimension required, 'A' for Annual. */ , 'R' /* Specify whether the rate name is a Rate Type */ ) pension_deduction = (annual_salary_rate * (employee_contribution / 100 ) RETURN ,pension_deduction ,annual_salary_rate Parameters for the Historic Rates Function The sample formulas can call the GET_HISTORIC_RATE formula function. The contexts, parameters and return values for the Rates History function are as follows: GET_HISTORIC_RATE GET_HISTORIC_RATE (rate_name, date, time_dimension, rate_type_or_element, contract_type, contract_type_usage). The value returned by the function represents the rate as of the given date. The value returned is of type Number. You can only use this function in formula types that have a context of Assignment_ID, for example, Oracle Payroll, QuickPaint.
- 318. 1-302 Oracle Human Resources Management Systems FastFormula User Guide Parameter Name Description P_RATE_NAME The name of the rate type or element that you want to process. The actual meaning of the parameter depends on what was passed in the P_RATE_TYPE_OR_ELEMENT parameter. By default, the rate name must be an element type. P_EFFECTIVE_DATE The date from which you want to calculate the rate. P_TIME_DIMENSION The time dimension in which you want to return the retrieved rate. If the p_rate_name references an element and you omit the time dimension in the GET_HISTORIC_RATE call, then the default time dimension returned is the same as the source time dimension that you defined on the element extra information Historic Rate - Element Attribution. You must supply a valid time dimension when the rate name references a rate type. P_RATE_TYPE_OR_ELEMENT Identifies whether the rate name is an element or rate type. By default, the rate name is an element type. Valid values for this parameter are: • 'E' if P_RATE_NAME is an element name • 'R' if P_RATE_NAME is a rate type name P_CONTRACT_TYPE The name of a default or override contract type. This parameter specifies the name of the contract type that the GET_HISTORIC_RATE function uses.
- 319. FastFormula 1-303 Parameter Name Description P_CONTRACT_TYPE_USAGE Specifies whether the contract in P_CONTRACT_TYPE has a default assignment level contract type, or overrides an assignment level contract level type. You define assignment level contracts on the Extra Details of Service window. Valid values for this parameter are: • 'DEFAULT' which causes the GET_HISTORIC_RATE function to use the contract type named in P_CONTRACT_TYPE only when an assignment level contract does not exist at the effective date. • 'OVERRIDE' which causes the GET_HISTORIC_RATE function to always use the contract type named in P_CONTRACT_TYPE, even if an assignment level contract exists. Sample Deduction Formula Calling the Arrearage Function (UK Only) The following sample formula shows how you can create payroll formulas for pre-tax or voluntary deductions if you want to maintain an arrears balance. This formula does not handle iterative processing for pre-tax deductions. If you are writing a formula for a pre-tax deduction and you want it to handle iterative processing too, use the seeded GAYE formula as the example on which to base your own formula. Oracle may change this formula in future releases. This formula is strictly for example or prototype uses only, and is not intended to provide a ready-made solution. /* ======================================================================== === * SECTION (1):Default values for database items * ======================================================================== === */ Default for NET_PAY_ASG_RUN Is 0 /* Uncomment this code if your deduction has a Clear Arrears input value. Default for Clear_Arrears Is 'N'
- 320. 1-304 Oracle Human Resources Management Systems FastFormula User Guide */ /* ======================================================================== === * SECTION (2): Element Input Values * ======================================================================== === */ Inputs are Amount, Percentage /* If your deduction has a Clear Arrears input value, add Clear_Arrears (text) to the Inputs statement. */ /* ======================================================================== === * SECTION (3): Initialize Local Variables * ======================================================================== === */ /* ======================================================================== = * SECTION (3.1): Default Iterative Arrearage Function's Out Values * ======================================================================== = */ l_Actual_Usercalc_Amt = 0 /* Act.Ded.Amt for the Period */ l_Max_Amount = 0 /* Max Amt that can be taken, on the earnings */ l_Min_Amount = 0 /* Min Amt usually set to zero */ l_Not_Taken = 0 /* Amt that could'nt be taken due to insuff.earnings*/ l_To_Arrears = 0 /* Amt that is added to Arrears, to be rec.later */ l_Arrears_Taken = 0 /* Amt that was taken from the Arrears */ l_Error_Message = ' ' /* Error message from the Arrearage Function */ l_Warning_Message = ' ' /* Warning message from the Arrearage Function*/ l_Return_Value = 0 /* Iterative Arrearage function return value */ l_mesg_1 = ' ' l_mesg_2 = ' '
- 321. FastFormula 1-305 /* ======================================================================== = * SECTION (3.2): Default Local variables with DB items * ======================================================================== = */ l_clr_add_amt = 0 /* Additional Amount */ l_clr_rep_amt = 0 /* Replacement Amount */ l_deduction_amount = 0 /* Actual Deduction Amount */ l_arrears_allowed = ' ' l_partial_allowed = ' ' /* ======================================================================== === * SECTION (4): Formula Calulation * ======================================================================== === */ /* ======================================================================== = * SECTION (4.1): Calculate the actual deduction amount * ======================================================================== = */ l_Actual_UserCalc_Amt = Amount l_deduction_amount = Amount l_mesg_1 = l_mesg_1 ||' Act.Ded.Amt='||to_char(l_Actual_UserCalc_Amt) /* ======================================================================== = * SECTION (4.2): Get Outstanding Arrears and calculate the remaining amount * i.e. the Limit Amount and Guarantee Net Amount, if any. * ======================================================================== = */ l_Return_Value = PQP_GET_ARREARAGE_OPTIONS(l_arrears_allowed ,l_partial_allowed ,l_Error_Message)
- 322. 1-306 Oracle Human Resources Management Systems FastFormula User Guide l_Remaining_Amt = 0 /*If Voluntary deduction has limits, specify the rem. amt */ l_MaxArrears_Amt = 0 /*Out standing Arrears for the element if Arrears allowed */ l_Guaranteed_Net = 0 /* ======================================================================== = * SECTION (4.3): Call the Arrearage Function * ======================================================================== = */ l_temp_ToArrears = 0 l_temp_NotTaken = 0 /* Uncomment this code only if the element has a Clear Arrears * input value that has a value Y or N. If the deduction has a limit, set l_remaining_amt to the limit minus the YTD deduction balance. */ /* If Clear_Arrears = 'N' Then ( l_MaxArrears_Amt = <ARREARS_BALANCE_NAME_YTD> l_remaining_amt = l_MaxArrears_Amt ) Else ( l_To_Arrears = -1 * <ARREARS_BALANCE_NAME_YTD> l_MaxArrears_Amt = 0 ) */ l_Deduction_Amount = PQP_Arrearage (NET_PAY_ASG_RUN /* p_net_asg_run */ ,l_MaxArrears_Amt /* p_maxarrears */ ,l_Deduction_Amount /* p_dedn_amt */ ,l_temp_ToArrears /* p_to_arrears In Out */ ,l_temp_NotTaken /* p_not_taken In Out */ ,l_Arrears_Taken /* p_arrears_taken In Out */ ,l_Remaining_Amt /* p_remaining_amount */ ,l_Guaranteed_Net /* p_guaranteed_net */
- 323. FastFormula 1-307 ) If l_temp_ToArrears <> 0 /* If the deduction has a Clear Arrears input value, uncomment the following line*/ /* and Clear_Arrears <> 'Y' */ Then l_To_Arrears = l_To_Arrears + l_temp_ToArrears If l_temp_NotTaken <> 0 Then l_Not_Taken = l_temp_NotTaken l_mesg_2 = l_mesg_2 ||'Arr.Ded.Amt='||to_char(l_Deduction_Amount) l_mesg_2 = l_mesg_2 ||' Arrs='||to_char(l_To_Arrears) l_mesg_2 = l_mesg_2 ||' NotT='||to_char(l_Not_Taken) /* ======================================================================== = * SECTION (4.6): Formula Run Results values * ======================================================================== = */ Return l_Deduction_Amount, l_Not_Taken, l_To_Arrears, l_mesg_1, l_mesg_2
- 324. 1-308 Oracle Human Resources Management Systems FastFormula User Guide Legislative Functions Canadian Legislative Functions Oracle HRMS for Canada provides the following functions for use in formulas: CALC_YEARS_OF_SERVICE This function returns the years of service of an employee assignment. It uses the following fast formula contexts: • ASSIGNMENT_ID • DATE_EARNED Return Data Type: Number Parameter Name Description In/Out/Both Valid Values p_data_type This parameter determines starting date to be used to calculate the period of service. I HD GET_RATE_ID_FOR_JOB This function returns the rate_id of a WCB account related to a particular job. Return Data Type: Number Parameter Name Description In/Out/Both Valid Values p_job Job_id of the job that has the associated WCB account attached. I P_account_number The Account Number of the WCB Account. I
- 325. FastFormula 1-309 Parameter Name Description In/Out/Both Valid Values P_jurisdiction Jurisdiction Code associated with the WCB Account. I GET_RATE_ID_FOR_WCB_CODE This function returns the rate of a WCB account related to a particular job. Return Data Type: Number Parameter Name Description In/Out/Both Valid Values P_account_number Account Number of the WCB account. I P_code The Rate Code of the WCB Account. I P_jurisdiction Jurisdiction Code associated with the WCB Account. I GET_WCB_RATE This function returns the rate of a WCB account. Return Data Type: Number Parameter Name Description In/Out/Both Valid Values P_rate_id Rate ID of a WCB Account. I VALIDATE_PMED_ACCOUNT_NUMBER This function validates the PMED account number being passed, and it returns S(Success) or E(Error) based upon the validation. It uses the BUSINESS_GROUP_ID fast formula context.
- 326. 1-310 Oracle Human Resources Management Systems FastFormula User Guide Return Data Type: Text Parameter Name Description In/Out/Both Valid Values P_account_number PMED Account Number. I VALIDATE_USER_TABLE_COLUMN This function validates the column of a USER TABLE being passed, and it returns S(Success) or E(Error) based upon the validation. It uses the BUSINESS_GROUP_ID fast formula context. Return Data Type: Text Parameter Name Description In/Out/Both Valid Values p_user_table_column Column Name of the USER TABLE. I VALIDATE_USER_TABLE_NAME This function validates the name of a USER TABLE being passed, and it returns S(Success) or E(Error) based upon the validation. It uses the BUSINESS_GROUP_ID fast formula context. Return Data Type: Text Parameter Name Description In/Out/Both Valid Values p_user_table_name Name of the USER TABLE. I VALIDATE_WCB_ACCOUNT_NUMBER This function validates the Account Number of the WCB Account being passed, and it returns S(Success) or E(Error) based upon the validation. It uses the BUSINESS_GROUP_ID fast formula context. Return Data Type: Text
- 327. FastFormula 1-311 Parameter Name Description In/Out/Both Valid Values p_account_number Account Number on the WCB Account. I VALIDATE_WCB_RATE_CODE This function validates the Rate Code of the WCB Account being passed, and it returns S(Success) or E(Error) based upon the validation. It uses the BUSINESS_GROUP_ID fast formula context. Return Data Type: Text Parameter Name Description In/Out/Both Valid Values p_rate_code Rate Code on the WCB Account. I GET_EMP_ADDRESS_INFO This function returns the current address of an employee. Return Data Type: Number Parameter Name Description In/Out/Both Valid Values p_person_id Person_id of the employee for whom we need the current address. I p_address1 Returns the Address line 1 of the employee address. O p_address2 Returns the Address line 2 of the employee address. O
- 328. 1-312 Oracle Human Resources Management Systems FastFormula User Guide Parameter Name Description In/Out/Both Valid Values p_address3 Returns the Address line 3 of the employee address. O p_city Returns the City of employee address. O p_postal_code Returns the pin code of the employee address. O p_country Returns the country of the employee address. O p_province Returns the province of the employee address. O VALIDATE_GRE_DATA This function validates the data for the T4 transmitter GRE passed and all the other T4 GREs that belong to the same transmitter GRE. Return Data Type: Text Parameter Name Description In/Out/Both Valid Values p_trans T4 Transmitter GRE. I P_year The Year for which the transmitter GRE needs to be validated. I CAEOY_GET_FOOTNOTE_AMOUNT This function returns the T4A Footnote amount archived against the footnote code once the Federal yearend process for T4A is completed. It expects the ASSIGNMENT_ACTION_ID context to be set. Return Data Type: Number
- 329. FastFormula 1-313 Parameter Name Description In/Out/Both Valid Values p_footnote_code The Footnote for which we need to fetch the amount. I DD_CONVERT_UPPERCASE This function removes the accents from a string and returns it with the corresponding string without accents. Return Data Type: Text Parameter Name Description In/Out/Both Valid Values p_input_string Strings with accents so that the accents can be removed and returned. I CHECK_AGE_UNDER18_OR_OVER70 This function returns a flag that identifies whether an employee is under 18 or over 70 as of the Date Paid (Effective Date of pay_payroll_action) of the run. This function also expects the PAYROLL_ACTION_ID context to be set. Return Data Type: Text Parameter Name Description In/Out/Both Valid Values PER_DATE_OF_BIRT H The Date of Birth of the employee for whom the check needs to be done. I p_input_string Strings with accents so that the accents can be removed and returned. I
- 330. 1-314 Oracle Human Resources Management Systems FastFormula User Guide CHECK_AGE_UNDER18 This function returns a flag that identifies if an employee is under 18 as of the Date Paid (Effective Date of pay_payroll_action) of the run. This function also expects the PAYROLL_ACTION_ID context to be set. Return Data Type: Text Parameter Name Description In/Out/Both Valid Values PER_DATE_OF_BIRT H The Date of Birth of the employee for whom the check needs to be done. I Private Functions • CA_GARN_BC_EXEMPT • CAEOY_GET_PENSION_PLAN_REGNO • CALCULATE_PERIOD_EARNINGS • CHECK_AGE_UNDER18 • CONVERT_PERIOD_TYPE • CONVERT_2_XML • GET_DB_VALUE • GET_EMPLOYEE_ITEM • GET_FILE_CREATION_NUMBER • GET_TRANSMITTER_ITEM • MULTI_ASG_PRORATION_REGULAR • STANDARD_HOURS_WORKED • WORK_SCHEDULE_TOTAL_HOURS
- 331. FastFormula 1-315 Hungarian Legislative Functions Oracle HRMS for Hungary provides the following functions for use in formulas: HU_ABS_GET_BLIND_DAYS This formula function returns the number of days in the period for which the employee is blind. HU_ABS_GET_CHILD_INFO This formula function returns the child information such child or children aged under 16 in the start of the period, child or children turning 16 in the given period and date of birth of any children turning 16 in the given period. HU_ABS_GET_JOB_DAYS This formula function returns the number of days for the job with the Additional Holiday set to Yes for the calculation year. HU_ABS_GET_PREV_EMP_SICKNESS_LEAVE This formula function returns the amount of sickness leave taken in the previous employment for the calculation year. HU_ABS_GET_WORKING_DAYS This formula function returns the number of working days for the assignment for the given period depending on the work pattern attached to the assignment. HU_ENTRY_IN_ACCRUAL_PLAN This formula function returns the valid values for the holiday entitlements such as HU1 for Base Holiday, HU2 for Additional Holiday for bringing up children, HU3 for Other Additional Holiday, and HU4 for Sickness Holiday. HU_PAYROLL_PERIODS This formula function returns the number of payroll periods per year. HU_PERSON_DOB This formula function returns the date of birth of the employee.
- 332. 1-316 Oracle Human Resources Management Systems FastFormula User Guide Japanese Legislative Functions The following functions have been registered for use in Japanese legislative formulas: CHECK_FORMAT (expr, fmt) The CHECK_FORMAT function returns TRUE or FALSE to verify that the text string operand expr matches the fmt type as follows: Format Type Validation 0:0-9 Numbers only, non-omissible 9:0-9 Numbers only, omissible A:A-Z Capital alphabet only, non-omissible P:A-Z Capital alphabet only, omissible a:a-z Small alphabet only, non-omissible p:a-z Small alphabet only, omissible L:0-9, A-Z Numbers and capital alphabet only, non-omissible C:0-9, A-Z Numbers and capital alphabet only, omissible l:0-9, a-z Numbers and small alphabet only, non-omissible c:0-9, a-z Numbers and small alphabet only, omissible Example: CHECK_FORMAT ('123456ABC', '999999PPL') returns TRUE CHECK_DATE_FORMAT (date, date fmt) The CHECK_DATE_FORMAT function returns TRUE or FALSE to verify that the date operand matches a given date fmt.
- 333. FastFormula 1-317 Example: CHECK_DATE_FORMAT ('19990623', 'YYYYMMDD') returns TRUE GET_LAST_ASSACT (date1, date2) The GET_LAST_ASSACT function returns latest assignment_action_id with 'SEQUENCED' classification_name between date1 and date2. Action_types with 'SEQUENCED' classification_name are as follows: ACTION_TYPE MEANING CLASSIFICATION_NAME B Balance Adjustment SEQUENCED F Advance Pay SEQUENCED I Balance Initialization SEQUENCED O RetroPay SEQUENCED Q QuickPay Run SEQUENCED R Run SEQUENCED V Reversal SEQUENCED Z Purge SEQUENCED ORG_EXISTS (organization_id, org_class) The ORG_EXISTS function returns TRUE or FALSE to verify that the organization ID is in the organization class.. Example: ORG_EXISTS(12345, 'JP_KENPO') Mexican Legislative Functions Oracle HRMS for Mexico provides the following functions for use in formulas:
- 334. 1-318 Oracle Human Resources Management Systems FastFormula User Guide GET_MX_TAX_INFO This function compiles predefined data stored under various contexts in the PAY_MX_LEGISLATION_INFO_F table. It uses the following fast formula contexts, which you do not need to pass explicitly: • BUSINESS_GROUP_ID • TAX_UNIT_ID • DATE_EARNED • JURISDICTION_CODE Return Data Type: Number Parameter Name Description In/Out/Both Valid Values P_LEGISLATION_IN FO_TYPE Legislation information type, as defined under the Further Legislation Information flexfield. I MX Minimum Wage Information. P_LEGISLATION_IN FO1 Economic zone. B GMWMWAMWBM WC P_LEGISLATION_IN FO2 Minimum wage value. O Predefined minimum wage value, corresponding to the specified economic zone. P_LEGISLATION_IN FO3 Do not use. Output variable, returns NULL. O NULL P_LEGISLATION_IN FO4 Do not use. Output variable, returns NULL. O NULL P_LEGISLATION_IN FO5 Do not use. Output variable, returns NULL. O NULL
- 335. FastFormula 1-319 Parameter Name Description In/Out/Both Valid Values P_LEGISLATION_IN FO6 Do not use. Output variable, returns NULL. O NULL Parameter Name Description In/Out/Both Valid Values P_LEGISLATION_IN FO_TYPE Legislation information type, as defined under the Further Legislation Information flexfield. I MX Social Security Information. P_LEGISLATION_IN FO1 Social security insurance code. B FQAQBCDDDCWRI PENRETSEPINF P_LEGISLATION_IN FO2 Days Basis of Quotation. O Predefined days basis of quotation value for the specified insurance. P_LEGISLATION_IN FO3 Insurance Cap. O Predefined insurance cap value for the specified insurance. P_LEGISLATION_IN FO4 EE Quota Percentage. O Predefined employee's quota percentage value for the specified insurance. P_LEGISLATION_IN FO5 ER Quota Percentage. O Predefined employer's quota percentage value for the specified insurance. P_LEGISLATION_IN FO6 Display sequence. O Numeric value between 1 and 10.
- 336. 1-320 Oracle Human Resources Management Systems FastFormula User Guide GET_TAX_SUBSIDY_PERCENT This function returns the tax subsidy percent defined for the current GRE. It uses the following formula function contexts, which you do not need to pass explicitly: • BUSINESS_GROUP_ID • TAX_UNIT_ID Return Data Type: Number GET_WRIP This function returns the work risk insurance premium value defined for the current GRE. It uses the following formula function contexts, which you do not need to pass explicitly: • BUSINESS_GROUP_ID • TAX_UNIT_ID Return Data Type: Number GetIDW This function returns fixed, variable, and total IDW values for the current assignment. It uses the following formula function contexts, which you do not need to pass explicitly: • ASSIGNMENT_ID • TAX_UNIT_ID • DATE_EARNED Return Data Type: Number Parameter Name Description In/Out/Both Valid Values P_MODE For all reporting purposes, pass this parameter with the string value "REPORT". I REPORT
- 337. FastFormula 1-321 Parameter Name Description In/Out/Both Valid Values P_FIXED_IDW This parameter returns the fixed part of IDW for current assignment. O Numeric value for fixed IDW. P_VARIABLE_IDW This parameter returns the variable part of IDW for current assignment. O Numeric value for variable IDW. GET_SUBJECT_EARNINGS_ANN This function returns the portion of earnings that are partially subject to State Tax and both fully and partially subject to ISR. You must call this function for earnings that are paid on an Annual basis, such as the Christmas Bonus. It uses the following formula function contexts, which you do not need to pass explicitly: • DATE_EARNED • ASSIGNMENT_ACTION_ID • BUSINESS_GROUP_ID • JURISDICTION_CODE • ELEMENT_TYPE_ID Return Data Type: Number Parameter Name Description In/Out/Both Valid Values P_TAX_TYPE The type of Tax. I ISRSTATE P_EARNINGS_AMT Amount of earnings for the current run. I Any non-negative number P_YTD_EARNINGS_ AMT Earnings earned from the start of Year to Date. I Any non-negative number
- 338. 1-322 Oracle Human Resources Management Systems FastFormula User Guide Parameter Name Description In/Out/Both Valid Values P_GROSS_EARNING S Gross Earnings for the assignment in the current run. I Any non-negative number P_YTD_GROSS_EAR NINGS Gross Earnings for the assignment in the current year till date. I Any non-negative number P_DAILY_SALARY Daily Salary for the assignment. I Any non-negative number P_CLASSIFICATION _NAME Secondary element classification to which the earnings belong. I Secondary element classification names for Mexico localization GET_SUBJECT_EARNINGS_FOR_PERIOD This function returns the portion of earnings that are partially subject to State Tax and both fully and partially subject to ISR. You must call this function for earnings that are paid on a Periodic basis, such as Fixed Earnings. It uses the following formula function contexts, which you do not need to pass explicitly: • DATE_EARNED • ASSIGNMENT_ACTION_ID • BUSINESS_GROUP_ID • JURISDICTION_CODE • ELEMENT_TYPE_ID Return Data Type: Number Parameter Name Description In/Out/Both Valid Values P_TAX_TYPE The type of Tax. I ISRSTATE P_EARNINGS_AMT Amount of earnings for the current run. I Any non-negative number
- 339. FastFormula 1-323 Parameter Name Description In/Out/Both Valid Values P_YTD_EARNINGS_ AMT Earnings earned from the start of Year to Date. I Any non-negative number P_PTD_EARNINGS_ AMT Earnings earned from the start of Payroll Period to Date. I Any non-negative number P_GROSS_EARNING S Gross Earnings for the assignment in the current run. I Any non-negative number P_YTD_GROSS_EAR NINGS Gross Earnings for the assignment in the current year till date. I Any non-negative number P_DAILY_SALARY Daily Salary for the assignment. I Any non-negative number P_CLASSIFICATION _NAME Secondary element classification to which the earnings belongs. I Secondary element classification names for Mexico localization South African Legislative Functions Oracle HRMS for South Africa provides two prorating functions for use in formulas: Prorate_Working_Days • Proration is based on an average of 21.67 working days in a month. The number of days the employee has worked is derived from Assignment start to end date or the Payroll Period End Date. The number of working days in a month excludes Saturdays and Sundays but includes public holidays. Prorate_Calendar_Days • Proration is based on the number of calendar days in a month. The number of days the employee has worked is derived from Assignment start to end date or the Payroll Period End Date.
- 340. 1-324 Oracle Human Resources Management Systems FastFormula User Guide See:Functions, Using Oracle FastFormula UK Only Functions The following functions have been registered for use in the UK only formulas. CALCULATE_TIME_WORKED Calculates the time worked between a start date and end date for an assignment. CLASS1A_YTD Calculate car benefit, year to date COUNT_ASSIGNMENTS Count of assignments an employee has DIRECTOR_WEEKS Number of weeks an employee has been a director GET_BACS_PROCESS_DATE Return the BACS processing date GET_FTE_VALUE The GET_FTE_VALUE identifies the FTE value for a given assignment on a specified date in the past from the PER_ASSIGNMENT_BUDGET_VALUES table. This function uses the following Input Parameters: • P_ASSIGNMENT_ID (number) - this is a required input and identifies which assignment to retrieve FTE for. • P_QUERY_DATE (date) - this is a required input and specifies the date at which to retrieve FTE. NI_ABLE_DIR_YTD NIable pay for a director, year to date NI_ABLE_PER_PTD NIable pay for a person with multiple assignments
- 341. FastFormula 1-325 NI_CO_RATE_FROM_CI_RATE Find the NI contracted out rate from the CI rate PAYMENT_YTD Calculate car payment, year to date PERIOD_TYPE_CHECK Test whether the period type is valid PQP_GB_GET_ABSENCE_SSP_FOR_DATE_RANGE Returns the amount of SSP payable for an absence within a date range. PQP_GB_GET_ABSENCE_SMP_FOR_DATE_RANGE Returns the amount of SMP payable for an absence within a date range. PQP_GB_GAP_GET_FIRST_PAID_DAY Returns the date on which a person starts to receive a given level of OSP payment. PQP_GB_GAP_GET_LAST_PAID_DAY Returns the date on which a person last received a given level of OSP payment. PQP_GB_GAP_GET_FIRST_ENTITLED_DAY Returns the date on which a person's entitlement for a given level of OSP payment starts. PQP_GB_GAP_GET_LAST_ENTITLED_DAY Returns the date on which a person's entitlement for a given level of OSP payment ceases. SESSION_DATE Return the session date UK_TAX_YR_END Find the end of the tax year
- 342. 1-326 Oracle Human Resources Management Systems FastFormula User Guide UK_TAX_YR_START Find the start of the tax year USER_RANGE_BY_LABEL Lower bound of range from user table using row label USER_VALUE_BY_LABEL Value from user table using row label VALIDATE_BACS_DATE Return the previous BACS process date to a given date VALIDATE_USER_VALUE Verify that a given value is in a user table.
- 343. Glossary-1 Glossary 360-Degree Appraisal Part of the SSHR Appraisal function and also known as a Group Appraisal. This is an employee appraisal undertaken by managers with participation by reviewers. Absence A period of time in which an employee performs no work for the assigned organization. Absence Case Two or more absences for the same person that you associate manually because they share a common factor, such as the same underlying cause. Absence Type Category of absence, such as medical leave or vacation leave, that you define for use in absence windows. Accrual The recognized amount of leave credited to an employee which is accumulated for a particular period. Accrual Band A range of values that determines how much paid time off an employee accrues. The values may be years of service, grades, hours worked, or any other factor. Accrual Period The unit of time, within an accrual term, in which PTO is accrued. In many plans, the same amount of time is accrued in each accrual period, such as two days per month. In other plans, the amount accrued varies from period to period, or the entitlement for the full accrual term is given as an up front amount at the beginning of the accrual term. Accrual Plan See: PTO Accrual Plan, page Glossary-32
- 344. Glossary-2 Accrual Term The period, such as one year, for which accruals are calculated. In most accrual plans, unused PTO accruals must be carried over or lost at the end of the accrual term. Other plans have a rolling accrual term which is of a certain duration but has no fixed start and end dates. Action In AME, an Action is the Then part of an Approval Rule that specifies how the application must progress a transaction's approval process in a particular way depending on the conditions met. See: Approval Rule., page Glossary-5 Action Type In AME, an action type is the generic container for specific actions. It enables you to specify the action to take if a transaction meets the condition of an approval rule. The action type, thus, generates the appropriate approvers for a transaction. As an AME administrator you can make particular action types available for specified transaction types. See: Transaction Types., page Glossary-41 Active Employee DBI for HRMS counts an employee, page Glossary-17 as active if they have a current period of service, page Glossary-13 at the effective date, page Glossary-16 If an employee is suspended, DBI for HRMS still counts them as active. DBI for HRMS also uses the term Incumbent to refer to an active employee. Active Contingent Worker DBI for HRMS counts a contingent worker, page Glossary-11 as active if they have a current period of placement , page Glossary-13 at the effective date, page Glossary-16. If a contingent worker is suspended, DBI for HRMS still counts them as active. DBI for HRMS also uses the term Incumbent to refer to an active contingent worker. Activity Rate The monetary amount or percentage associated with an activity, such as $12.35 per pay period as an employee payroll contribution for medical coverage. Activity rates can apply to participation, eligibility, coverages, contributions, and distributions. Actual Premium The per-participant premium an insurance carrier charges the plan sponsor for a given benefit.
- 345. Glossary-3 Administrative Enrollment A type of scheduled enrollment caused by a change in plan terms or conditions and resulting in a re-enrollment. AdvancePay A process that recalculates the amount to pay an employee in the current period, to make an authorized early payment of amounts that would normally be paid in future payroll periods. Agency An external organization that assists an enterprise in their recruitment process. Agencies act on behalf of the candidates to help them search and apply for jobs. They provide candidates to the fill up job openings in an enterprise or sometimes handle the complete placement process for a vacancy. Agency Candidate An agency candidate is a person whose profile is created in iRecruitment by a recruiting agency. This profile includes personal and professional information. Agency User An external person who belongs to a recruiting agency and accesses iRecruitment to conduct recruiting activities such as creating candidates and applying on behalf of the candidates. Alert An email notification that you can set up and define to send a recipient or group of recipients a reminder or warning to perform a certain task or simply a notification to inform the recipient of any important information. Align To define a relationship between objectives. Workers can align their own objectives with objectives that other workers have shared with them. Aligned objectives are also known as supporting objectives. AME Oracle Approvals Management Engine. A highly extensible approvals rules engine that enables organizations implementing Oracle Applications to simply and effectively define business rules that determine who must approve a transaction originating within an application. You can devise simple or complex rules, as your organization requires, which then form part of your overall business flow. A central repository holds all the rules to facilitate management and sharing between business processes.
- 346. Glossary-4 API Application Programmatic Interfaces, used to upload data to the Oracle Applications database. APIs handle error checking and ensure that invalid data is not uploaded to the database. Applicant An applicant is a person who submits an application for employment to an organization. Applicability In HRMS budgeting, a term describing whether a budget reallocation rule pertains to donors or receivers. Applicant/Candidate Matching Criteria Matching functionality in the iRecruitment system that systematically identifies which candidates and applicants possess the skills, knowledge and abilities to be considered for a specific vacancy. The following columns are used for matching: • Skills • FT/PT • Contractor/Employee • Work at Home • Job Category • Distance to Location • Key Words • Salary Apply for a Job An SSHR function that enables an employee to, apply, search and prepare applications for an internally advertised vacancy. Appraisal An appraisal is a process where an employee's work performance is rated and future objectives set. See also: Assessment, page Glossary-5.
- 347. Glossary-5 Appraisee The person who is the subject of an appraisal. Appraiser A person, usually a manager, who appraises an employee. Appraising Manager The person who initiates and performs an Employee-Manager or 360 Degree Appraisal. An appraising manager can create appraisal objectives. Approval Rule In AME, a business rule that determines a transaction's approval process. You construct rules using conditions and actions. For example, you can write a business rule with the conditions that if the total cost of a transaction is less than 1000 USD, and the transaction is for travel expenses, then the action must be to obtain approval from the immediate supervisor of the person triggering the transaction. See also Conditions, page Glossary-11, Actions, page Glossary-2. Approver Groups In AME, an approver group is a collection of approvers you define, which you can include as part of actions when you set up your approval rules. Arrestment Scottish court order made out for unpaid debts or maintenance payments. See also: Court Order , page Glossary-12 Assessment An information gathering exercise, from one or many sources, to evaluate a person's ability to do a job. See also: Appraisal, page Glossary-4. Assignment A worker's assignment identifies their role within a business group. The assignment is made up of a number of assignment components. Of these, organization is mandatory, and payroll is required (for employees only) for payment purposes. Assignment Number A number that uniquely identifies a worker's assignment. A worker with multiple assignments has multiple assignment numbers.
- 348. Glossary-6 Assignment Rate A monetary value paid to a contingent worker for a specified period of time. For example, an assignment rate could be an hourly overtime rate of $10.50. Assignment Set A grouping of employees and applicants that you define for running QuickPaint reports and processing payrolls. See also: QuickPaint Report, page Glossary-33 Assignment Status For workers, used to track their permanent or temporary departures from your enterprise and, for employees only, to control the remuneration they receive. For applicants, used to track the progress of their applications. Attribute In AME, attributes are the business facts of a transaction, such as the total amount of a transaction, percentage of a discount, an item's category, or a person's salary and so on. These business variables form part of the conditions of an approval rule, and determine how the transaction must progress for approvals. Authoria A provider of health insurance and compensation information, that provides additional information about benefits choices. BACS Banks Automated Clearing System. This is the UK system for making direct deposit payments to employees. Balance Adjustment A correction you make to a balance. You can adjust user balances and assignment level predefined balances only. Balance Dimension The period for which a balance sums its balance feeds, or the set of assignments/transactions for which it sums them. There are five time dimensions: Run, Period, Quarter, Year and User. You can choose any reset point for user balances. Balance Feeds These are the input values of matching units of measure of any elements defined to feed the balance.
- 349. Glossary-7 Balances Positive or negative accumulations of values over periods of time normally generated by payroll runs. A balance can sum pay values, time periods or numbers. See also: Predefined Components , page Glossary-31 Bargaining Unit A bargaining unit is a legally organized group of people which have the right to negotiate on all aspects of terms and conditions with employers or employer federations. A bargaining unit is generally a trade union or a branch of a trade union. Base Summary A database table that holds the lowest level of summary. Summary tables are populated and maintained by user-written concurrent programs. Beneficiary A person or organization designated to receive the benefits from a benefit plan upon the death of the insured. Benefit Any part of an employee's remuneration package that is not pay. Vacation time, employer-paid medical insurance and stock options are all examples of benefits. See also: Elements, page Glossary-16 Block The largest subordinate unit of a window, containing information for a specific business function or entity. Every window consists of at least one block. Blocks contain fields and, optionally, regions. They are delineated by a bevelled edge. You must save your entries in one block before navigating to the next. See also: Region, page Glossary-34, Field, page Glossary-18 Budget Measurement Type (BMT) A subset of Workforce Measurement Type. It consists of a number of different units used to measure the workforce. The most common units are headcount and full time equivalent. Budget Value In Oracle Human Resources you can enter staffing budget values and actual values for each assignment to measure variances between actual and planned staffing levels in an organization or hierarchy. Business Group The business group represents a country in which your enterprise operates. It enables
- 350. Glossary-8 you to group and manage data in accordance with the rules and reporting requirements of each country, and to control access to data. Business Group Currency The currency in which Oracle Payroll performs all payroll calculations for your Business Group. If you pay employees in different currencies to this, Oracle Payroll calculates the amounts based on exchange rates defined in the system. Business Number (BN) In Canada, this is the employer's account number with Revenue Canada. Consisting of 15 digits, the first 9 identify the employer, the next 2 identify the type of tax account involved (payroll vs. corporate tax), and the last 4 identify the particular account for that tax. Business Rule See Configurable Business Rules, page Glossary-11 Cafeteria Benefits Plan See: Flexible Benefits Program, page Glossary-18 Calendar Exceptions If you are using the Statutory Absence Payments (UK) feature, you define calendar exceptions for an SSP qualifying pattern, to override the pattern on given days. Each calendar exception is another pattern which overrides the usual pattern. Calendars In Oracle Human Resources you define calendars that determine the start and end dates for budgetary years, quarters and periods. For each calendar you select a basic period type. If you are using the Statutory Absence Payments (UK) feature, you define calendars to determine the start date and time for SSP qualifying patterns. Canada/Quebec Pension Plan (CPP/QPP) Contributions Contributions paid by employers and employees to each of these plans provide income benefits upon retirement. Candidate (iRecruitment) A candidate is a person who has either directly provided their personal and professional information to a company's job site or provided their resume and details to a manager or recruiter for entering in the iRecruitment system. Candidate Offers An SSHR function used by a line manager to offer a job to a candidate. This function is supplied with its own responsibility.
- 351. Glossary-9 Career Path This shows a possible progression from one job or position from any number of other jobs or positions within the Business Group. A career path must be based on either job progression or position progression; you cannot mix the two. Carry Over The amount of unused paid time off entitlement an employee brings forward from one accrual term to the next. It may be subject to an expiry date i.e. a date by which it must be used or lost. See also: Residual, page Glossary-35 Cascade A process managers at each level in a hierarchy use to allocate their own objectives to workers who report directly to them. This technique enables the allocation of enterprise objectives in some form to all workers. Cash Analysis A specification of the different currency denominations required for paying your employees in cash. Union contracts may require you to follow certain cash analysis rules. Ceiling The maximum amount of unused paid time off an employee can have in an accrual plan. When an employee reaches this maximum, he or she must use some accrued time before any more time will accrue. Certification Documentation required to enroll or change elections in a benefits plan as the result of a life event, to waive participation in a plan, to designate dependents for coverage, or to receive reimbursement for goods or services under an FSA. Chief HR Officer In DBI for HRMS the Chief HR Officer is the chief executive of the enterprise who can view the HR data at an enterprise-level. Child/Family Support Payments In Canada, these are payments withheld from an employee's compensation to satisfy a child or family support order from a Provincial Court. The employer is responsible for withholding and remitting the payments to the court named in the order. Collective Agreement A collective agreement is a form of contract between an employer or employer
- 352. Glossary-10 representative, for example, an employer federation, and a bargaining unit for example, a union or a union branch. Collective Agreement Grade Combination of information that allows you to determine how an employee is ranked or graded in a collective agreement. Communications Benefits plan information that is presented in some form to participants. Examples include a pre-enrollment package, an enrollment confirmation statement, or a notice of default enrollment. Compensation The pay you give to employees, including wages or salary, and bonuses. See also: Elements, page Glossary-16 Compensation Object For Standard and Advanced Benefits, compensation objects define, categorize, and help to manage the benefit plans that are offered to eligible participants. Compensation objects include programs, plan types, plans, options, and combinations of these entities. Competency Any measurable behavior required by an organization, job or position that a person may demonstrate in the work context. A competency can be a piece of knowledge, a skill, an attitude, or an attribute. See also: Unit Standard Competency, page Glossary-41 Competency Assessment Template The entity that configures the Competencies section of an appraisal. See also: Objective Assessment Template, page Glossary-26 Competency Evaluation A method used to measure an employees ability to do a defined job. Competency Profile Where you record applicant and employee accomplishments, for example, proficiency in a competency. Competency Requirements Competencies required by an organization, job or position. See also: Competency, page Glossary-10, Core Competencies, page Glossary-12
- 353. Glossary-11 Competency Type A group of related competencies. Condition In AME, a Condition is the If part of an Approval Rule that specifies the conditions a transaction must meet to trigger an approval action. A condition consists of an attribute, which is a business variable, and a set of attribute values that you can define. When a transaction meets the specified attribute values, then the application triggers the appropriate action. See: Approval Rule., page Glossary-5 Configurable Business Rule In HRMS position control and budgeting, predefined routines (also called process rules) that run when you apply an online transaction, and validate proposed changes to positions, budgets, or assignments. You set their default status level (typically Warning) to Warning, Ignore, or Error. Configurable Forms Forms that your system administrator can modify for ease of use or security purposes by means of Custom Form restrictions. The Form Customization window lists the forms and their methods of configuration. Consideration (iRecruitment) Consideration means that a decision is registered about a person in relation to a vacancy so that the person can be contacted. Consolidation Set A grouping of payroll runs within the same time period for which you can schedule reporting, costing, and post-run processing. Contact A person who has a relationship to an employee that you want to record. Contacts can be dependents, relatives, partners or persons to contact in an emergency. Content When you create a spreadsheet or word processing document using Web ADI, the content identifies the data in the document. Content is usually downloaded from the Oracle application database. Contingent Worker A worker who does not have a direct employment relationship with an enterprise and is typically a self-employed individual or an agency-supplied worker. The contingent
- 354. Glossary-12 worker is not paid via Oracle Payroll. Contract A contract of employment is an agreement between an employer and employee or potential employee that defines the fundamental legal relationship between an employing organization and a person who offers his or her services for hire. The employment contract defines the terms and conditions to which both parties agree and those that are covered by local laws. Contribution An employer's or employee's monetary or other contribution to a benefits plan. Core Competencies Also known as Leadership Competencies or Management Competencies. The competencies required by every person to enable the enterprise to meet its goals. See also: Competency, page Glossary-10 Costable Type A feature that determines the processing an element receives for accounting and costing purposes. There are four costable types in Oracle HRMS: costed, distributed costing, fixed costing, and not costed. Costing Recording the costs of an assignment for accounting or reporting purposes. Using Oracle Payroll, you can calculate and transfer costing information to your general ledger and into systems for project management or labor distribution. Court Order A ruling from a court that requires an employer to make deductions from an employee's salary for maintenance payments or debts, and to pay the sums deducted to a court or local authority. See also: Arrestment, page Glossary-5 Credit A part of the Qualifications Framework. The value a national qualifications authority assigns to a unit standard competence or a qualification. For example, one credit may represent 10 hours of study, a unit standard competence may equate to 5 credits, and a qualification may equate to 30 credits. Criteria Salary Rate Variable rate of pay for a grade, or grade step. Used by Grade/Step Progression.
- 355. Glossary-13 Current Period of Service An employee's period of service is current if their most recent hire date is on or before the effective date, and either the employee does not have a termination date for their latest employment, or their termination date is later than the effective date. The table below provides an example using an effective date of 12 October 2004: Effective Date Hire Date Termination Date Current Period of Service? 12 Oct 2004 23 Jan 1994 16 Aug 2003 No 12 Oct 2004 14 Oct 2004 ANY No 12 Oct 2004 14 Mar 2000 NONE Yes 12 Oct 2004 11 Sep 2001 15 Oct 2004 Yes Note: In Oracle HRMS an employee cannot transfer from one business group to another. To move from one business group to another, the business group they are leaving must terminate the employee, and the business group they are joining must re-hire the employee. Therefore the definition of period of service, above, does not take account of any service prior to the most recent business group transfer. Current Period of Placement A contingent worker's period of placement, page Glossary-30 is current if their most recent placement start date is on or before the effective date, and either the contingent worker does not have a placement end date for their latest placement or their placement end date is later than the effective date. Effective Date Place Date End Placement Date Current Period of Placement? 12 Oct 2004 23 Jan 1994 16 Aug 2003 No 12 Oct 2004 14 Oct 2004 ANY No 12 Oct 2004 14 Mar 2000 NONE Yes
- 356. Glossary-14 Effective Date Place Date End Placement Date Current Period of Placement? 12 Oct 2004 11 Sep 2001 15 Oct 2004 Yes Database Item An item of information in Oracle HRMS that has special programming attached, enabling Oracle FastFormula to locate and retrieve it for use in formulas. Date Earned The date the payroll run uses to determine which element entries to process. In North America (and typically elsewhere too) it is the last day of the payroll period being processed. Date Paid The effective date of a payroll run. Date paid dictates which tax rules apply and which tax period or tax year deductions are reported. Date To and Date From These fields are used in windows not subject to DateTrack. The period you enter in these fields remains fixed until you change the values in either field. See also: DateTrack, page Glossary-14, Effective Date, page Glossary-16 DateTrack When you change your effective date (either to past or future), DateTrack enables you to enter information that takes effect on your new effective date, and to review information as of the new date. See also: Effective Date, page Glossary-16 Default Postings (iRecruitment) Default text stored against business groups, organizations, jobs, and/or positions. The default postings are used to create job postings for a vacancy. Department In DBI for HRMS, the term Department has the same meaning as Organization. Dependent In a benefit plan, a person with a proven relationship to the primary participant whom the participant designates to receive coverage based on the terms of the plan.
- 357. Glossary-15 Deployment The temporary or permanent employment of an employee in a business group. See also: Secondment, page Glossary-37 Deployment Factors See: Work Choices, page Glossary-43 Deployment Proposal The entity that controls the permanent transfer or temporary secondment of an employee from a source business group to a destination business group. The HR Professional in the destination business group creates the deployment proposal using the Global Deployments function. Derived Factor A factor (such as age, percent of fulltime employment, length of service, compensation level, or the number of hours worked per period) that is used in calculations to determine Participation Eligibility or Activity Rates for one or more benefits. Descriptive Flexfield A field that your organization can configure to capture additional information required by your business but not otherwise tracked by Oracle Applications. See also: Key Flexfield , page Glossary-22 Developer Descriptive Flexfield A flexfield defined by your localization team to meet the specific legislative and reporting needs of your country. See also: Extra Information Types, page Glossary-18 Direct Deposit The electronic transfer of an employee's net pay directly into the account(s) designated by the employee. Discoverer Workbook A grouping of worksheets. Each worksheet is one report. Discoverer Worksheet A single report within a workbook. A report displays the values of predefined criteria for analysis. Distribution Monetary payments made from, or hours off from work as allowed by, a compensation or benefits plan.
- 358. Glossary-16 Download The process of transferring data from the Oracle HRMS application to your desktop (the original data remains in the application database). Effective Date The date for which you are entering and viewing information. You set your effective date in the Alter Effective Date window. See also: DateTrack, page Glossary-14 EIT See: Extra Information Type, page Glossary-18 Electability The process which determines whether a potential benefits participant, who has satisfied the eligibility rules governing a program, plan, or option in a plan, is able to elect benefits. Participants who are eligible for benefits do not always have electable benefit choices based on the rules established in a benefit plan design. Element Classifications These control the order in which elements are processed and the balances they feed. Primary element classifications and some secondary classifications are predefined by Oracle Payroll. Other secondary classifications can be created by users. Element Entry The record controlling an employee's receipt of an element, including the period of time for which the employee receives the element and its value. See also: Recurring Elements, page Glossary-34, Nonrecurring Elements, page Glossary- 26 Element Link The association of an element to one or more components of an employee assignment. The link establishes employee eligibility for that element. Employees whose assignment components match the components of the link are eligible for the element. See also: Standard Link, page Glossary-38 Elements Components in the calculation of employee pay. Each element represents a compensation or benefit type, such as salary, wages, stock purchase plans, and pension contributions. Element Set A group of elements that you define to process in a payroll run, or to control access to
- 359. Glossary-17 compensation information from a configured form, or for distributing costs. Eligibility The process by which a potential benefits participant satisfies the rules governing whether a person can ever enroll in a program, plan, or option in a plan. A participant who is eligible for benefits must also satisfy electability requirements. Employee A worker who has a direct employment relationship with the employer. Employees are typically paid compensation and benefits via the employer's payroll application. Employees have a system person type of Employee and one or more assignments with an assignment type of Employee. Employee Histories An SSHR function for an employee to view their Learning History, Job Application History, Employment History, Absence History, or Salary History. A manager can also use this function to view information on their direct reports. Employment Category A component of the employee assignment. Four categories are defined: Full Time - Regular, Full Time - Temporary, Part Time - Regular, and Part Time - Temporary. Employment Equity Occupational Groups (EEOG) In Canada, the Employment Equity Occupational Groups (EEOG) consist of 14 classifications of work used in the Employment Equity Report. The EEOGs were derived from the National Occupational Classification system. Employment Insurance (EI) Benefit plan run by the federal government to which the majority of Canadian employers and employees must contribute. End Placement Date DBI for HRMS uses this term to specifically refer to the contingent worker's most recent placement end date prior to the effective date. Employment Insurance Rate In Canada, this is the rate at which the employer contributes to the EI fund. The rate is expressed as a percentage of the employee's contribution. If the employer maintains an approved wage loss replacement program, they can reduce their share of EI premiums by obtaining a reduced contribution rate. Employers would remit payroll deductions under a different employer account number for employees covered by the plan.
- 360. Glossary-18 Enrollment Action Type Any action required to complete enrollment or de-enrollment in a benefit. Entitlement In Australia, this is all unused leave from the previous year that remains to the credit of the employee. ESS Employee Self Service. A predefined SSHR responsibility. Event An activity such as a training day, review, or meeting, for employees or applicants. Known as class in OLM. Ex-Applicant Someone who has previously applied for a vacancy or multiple vacancies, but all applications have ended, either because the applicant has withdrawn interest or they have been rejected. Ex-Applicants can still be registered users. Expected Week of Childbirth (EWC) In the UK, this is the week in which an employee's baby is due. The Sunday of the expected week of childbirth is used in the calculations for Statutory Maternity Pay (SMP). Extra Information Type (EIT) A type of developer descriptive flexfield that enables you to create an unlimited number of information types for six key areas in Oracle HRMS. Localization teams may also predefine some EITs to meet the specific legislative requirements of your country. See also: Developer Descriptive Flexfield, page Glossary-15 Field A view or entry area in a window where you enter, view, update, or delete information. See also: Block, page Glossary-7, Region, page Glossary-34 Flex Credit A unit of "purchasing power" in a flexible benefits program. An employee uses flex credits, typically expressed in monetary terms, to "purchase" benefits plans and/or levels of coverage within these plans. Flexible Benefits Program A benefits program that offers employees choices among benefits plans and/or levels of
- 361. Glossary-19 coverage. Typically, employees are given a certain amount of flex credits or moneys with which to "purchase" these benefits plans and/or coverage levels. Flexible Spending Account (FSA) Under US Internal Revenue Code Section 125, employees can set aside money on a pretax basis to pay for eligible unreimbursed health and dependent care expenses. Annual monetary limits and use-it-or-lose it provisions exist. Accounts are subject to annual maximums and forfeiture rules. Form A predefined grouping of functions, called from a menu and displayed, if necessary, on several windows. Forms have blocks, regions and fields as their components. See also: Block, page Glossary-7, Region, page Glossary-34, Field, page Glossary-18 Format Mask A definition of a person-name format. The format mask comprises standard name components, such as title, first name, and last name, in an order appropriate to its purpose and legislation. Format Type A format-mask classification that identifies the mask's purpose. Oracle HRMS defines the Full Name, Display Name, List Name, and Order Name format types. You can also define your own format types for use in custom code. Full Time Equivalent (FTE) A Workforce Measurement Type (WMT) that measures full time equivalent. Although the actual value and calculation may vary, this value is taken from the Assignment Budget Value (ABV) in Oracle HRMS. If the Assignment Budget Value in Oracle HRMS is not set up then a FastFormula is used to determine the value to be calculated. Global Value A value you define for any formula to use. Global values can be dates, numbers or text. Goods or Service Type A list of goods or services a benefit plan sponsor has approved for reimbursement. Grade A component of an employee's assignment that defines their level and can be used to control the value of their salary and other compensation elements. Grade Comparatio A comparison of the amount of compensation an employee receives with the mid-point
- 362. Glossary-20 of the valid values defined for his or her grade. Grade Ladder The key component of Grade/Step Progression. You use a grade ladder to categorize grades, to determine the rules for how an employee progresses from one grade (or step) to the next, and to record the salary rates associated with each grade or step on the ladder. Grade Rate A value or range of values defined as valid for a given grade. Used for validating employee compensation entries. Grade Scale A sequence of steps valid for a grade, where each step corresponds to one point on a pay scale. You can place each employee on a point of their grade scale and automatically increment all placements each year, or as required. See also: Pay Scale, page Glossary-28 Grade Step An increment on a grade scale. Each grade step corresponds to one point on a pay scale. See also: Grade Scale, page Glossary-20 Grandfathered A term used in Benefits Administration. A person's benefits are said to be grandfathered when a plan changes but they retain the benefits accrued. Group A component that you define, using the People Group key flexfield, to assign employees to special groups such as pension plans or unions. You can use groups to determine employees' eligibility for certain elements, and to regulate access to payrolls. Group Certificate In Australia, this is a statement from a legal employer showing employment income of an employee for the financial year.. Headcount(HEAD) A Workforce Measurement Type (WMT) that measures headcount. Although the actual value and calculation may vary, this value is taken from the Assignment Budget Value (ABV) in Oracle HRMS. If the Assignment Budget Value in Oracle HRMS is not set up then a FastFormula is used to determine the value to be calculated.
- 363. Glossary-21 HR Staff In DBI for HRMS the HR Staff are people who work in the Human Resources role. Chief HR Officers can track the ratio of HR professionals to the number of workers in their enterprise. DBI for HRMS uses the HRI_MAP_JOB_JOB_ROLE formula to categorize workers into HR staff and non-HR staff. Headcount Activity DBI for HRMS uses this term to mean all the gains and losses occurring in a manager's hierarchy during a reporting period. Hierarchy An organization or position structure showing reporting lines or other relationships. You can use hierarchies for reporting and for controlling access to Oracle HRMS information. High Availability iRecruitment functionality that enables enterprises to switch between two instances to continuously support the candidate job site. Hire Date In DBI for HRMS Hire Date is the employee's most recent hire date. Imputed Income Certain forms of indirect compensation that US Internal Revenue Service Section 79 defines as fringe benefits and taxes the recipient accordingly. Examples include employer payment of group term life insurance premiums over a certain monetary amount, personal use of a company car, and other non-cash awards. Incumbent See also: Active Employee, page Glossary-2 Info Online A generic framework to integrate Oracle applications with partner applications, enabling users to access information from third-party providers, Metalink and Learning Management. Initiator In SSHR a person who starts a 360 Degree appraisal (Employee or Self) on an individual. An initiator and the appraisee are the only people who can see all appraisal information.
- 364. Glossary-22 Input Values Values you define to hold information about elements. In Oracle Payroll, input values are processed by formulas to calculate the element's run result. You can define up to fifteen input values for an element. Instructions An SSHR user assistance component displayed on a web page to describe page functionality. Integrating Application In AME, an application that uses Oracle Approvals Management Engine to manage the approval processes of its transactions. See: Oracle Approvals Management Engine (AME), page Glossary-3 Integrator Defines all the information that you need to download or upload from a particular window or database view using Web ADI. Interface A Web ADI term for the item that specifies the columns to be transferred from the Oracle applications database to your desktop or vice versa. Involuntary Used in turnover to describe employees who have ceased employment with the enterprise not of their own accord, for example, through redundancy. Job A job is a generic role within a business group, which is independent of any single organization. For example, the jobs "Manager" and "Consultant" can occur in many organizations. Job Posting An advertisement for a specific vacancy. This is the public side of the vacancy for which a candidate would apply. Key Flexfield A flexible data field made up of segments. Each segment has a name you define and a set of valid values you specify. Used as the key to uniquely identify an entity, such as jobs, positions, grades, cost codes, and employee groups. See also: Descriptive Flexfield, page Glossary-15
- 365. Glossary-23 Key Performance Indicator (KPI) Target values that you set for the performance of your enterprise. This value comes from the corresponding KPI Portlet/Report. You can configure the Performance Management Framework to send a notification when actual performance falls short of, or exceeds, the target value. For example, you may configure the Performance Management Framework to send you a notification when workforce variance is greater than 10 percent, or when training success is below 50 percent. Key Performance Indicator (KPI) Portlet/Report Displays the executive summary of key measures such as total headcount and total salary. Layout Indicates the columns to be displayed in a spreadsheet or Word document created using Web ADI. Learning Management Oracle's enterprise learning management system that administers online and offline educational content. Leave Loading In Australia, an additional percentage amount of the annual leave paid that is paid to the employee. Leaver's Statement In the UK, this Records details of Statutory Sick Pay (SSP) paid during a previous employment (issued as form SSP1L) which is used to calculate a new employee's entitlement to SSP. If a new employee falls sick, and the last date that SSP was paid for under the previous employment is less than eight calendar weeks before the first day of the PIW for the current sickness, the maximum liability for SSP is reduced by the number of weeks of SSP shown on the statement. Legal Employer A business in Australia that employs people and has registered with the Australian Tax Office as a Group Employer. Legal Entity A legal entity represents the designated legal employer for all employment-related activities. The legal authorities in a country recognize this organization as a separate employer.
- 366. Glossary-24 Life Event A significant change in a person's life that results in a change in eligibility or ineligibility for a benefit. Life Event Collision A situation in which the impacts from multiple life events on participation eligibility, enrollability, level of coverage or activity rates conflict with each other. Life Event Enrollment A benefits plan enrollment that is prompted by a life event occurring at any time during the plan year. Linked PIWs In the UK, these are linked periods of incapacity for work that are treated as one to calculate an employee's entitlement to Statutory Sick Pay (SSP). A period of incapacity for work (PIW) links to an earlier PIW if it is separated by less than the linking interval. A linked PIW can be up to three years long. Linking Interval In the UK, this is the number of days that separate two periods of incapacity for work. If a period of incapacity for work (PIW) is separated from a previous PIW by less than the linking interval, they are treated as one PIW according to the legislation for entitlement to Statutory Sick Pay (SSP). An employee can only receive SSP for the maximum number of weeks defined in the legislation for one PIW. LMSS Line Manager Self Service. A predefined SSHR responsibility. Long Service Leave Leave with pay granted to employees of a particular employer after a prescribed period of service or employment with that employer. Lookup Types Categories of information, such as nationality, address type and tax type, that have a limited list of valid values. You can define your own Lookup Types, and you can add values to some predefined Lookup Types. Lower Earnings Limit (LEL) In the UK, this is the minimum average weekly amount an employee must earn to pay National Insurance contributions. Employees who do not earn enough to pay National Insurance cannot receive Statutory Sick Pay (SSP) or Statutory Maternity Pay (SMP).
- 367. Glossary-25 Manager (iRecruitment) A manager accesses the iRecruitment system to document their hiring needs and conduct their recruiting activities online. Specifically, these activities include vacancy definition, searching for candidates, and processing applicants through the vacancy process. DBI for HRMS counts a person as a manager if they supervise assignments (directly or through subordinates) for which the total headcount value is greater than zero at the effective date. Manager-Employee Appraisal Part of the SSHR Appraisal function. A manager appraisal of an employee. However, an appraising manager does not have to be a manager. Mapping If you are bringing in data from a text file to Oracle HRMS using a spreadsheet created in Web ADI, you need to map the columns in the text file to the application's tables and columns. Maternity Pay Period In the UK, this is the period for which Statutory Maternity Pay (SMP) is paid. It may start at any time from the start of the 11th week before the expected week of confinement and can continue for up to 18 weeks. The start date is usually agreed with the employee, but can start at any time up to the birth. An employee is not eligible to SMP for any week in which she works or for any other reason for ineligibility, defined by the legislation for SMP. Medicare Levy An amount payable by most taxpayers in Australia to cover some of the cost of the public health system. Menus You set up your own navigation menus, to suit the needs of different users. My Account (iRecruitment) My Account is the total of either a candidate or applicant's personal and vacancy-specific information including the information needed to manage their progress through the recruitment process. NACHA National Automated Clearing House Association. This is the US system for making direct deposit payments to employees.
- 368. Glossary-26 National Identifier This is the alphanumeric code that is used to uniquely identify a person within their country. It is often used for taxation purposes. For example, in the US it is the Social Security Number, in Italy it is the Fiscal Code, and in New Zealand it is the IRD Number. National Occupational Classification (NOC) code In Canada, the National Occupational Classification (NOC) System was developed to best reflect the type of work performed by employees. Occupations are grouped in terms of particular tasks, duties and responsibilities. The use of this standardized system ensures consistency of data from year to year within the same company as well as between companies. These codes are used in the Employment Equity Report. Net Accrual Calculation The rule that defines which element entries add to or subtract from a plan's accrual amount to give net entitlement. Net Entitlement The amount of unused paid time off an employee has available in an accrual plan at any given point in time. Nonrecurring Elements Elements that process for one payroll period only unless you make a new entry for an employee. See also: Recurring Elements, page Glossary-34 North American Industrial Classification (NAIC) code The North American Industrial Classification system (NAICs) was developed jointly by the US, Canada and Mexico to provide comparability in statistics regarding business activity across North America. The NAIC replaces the US Standard Industrial Classification (SIC) system, and is used in the Employment Equity Report. Not in Program Plan A benefit plan that you define outside of a program. Objective Assessment Template The entity that configures the Objectives section of the appraisal. See also: Competency Assessment Template, page Glossary-10 Objectives Library A collection of reusable objectives. HR Professionals can either create individual objectives in the Objectives Library or import them from an external source.
- 369. Glossary-27 Off-Boarding Descriptive term covering all HR processes and procedures involved in removing a worker from your organization, including termination, relocation, and long-term sickness. OLM Oracle Learning Management. On-Boarding Descriptive term covering all HR processes and procedures involved in hiring and integrating a worker in your organization, including recruitment, hiring, and orientation. Online Analytical Processing (OLAP) Analysis of data that reveals business trends and statistics that are not immediately visible in operational data. Online Transactional Processing (OLTP) The storage of data from day-to-day business transactions into the database that contains operational data. Open Enrollment A type of scheduled enrollment in which participants can enroll in or alter elections in one or more benefits plans. Oracle FastFormula Formulas are generic expressions of calculations or comparisons you want to repeat with different input values. With Oracle FastFormula you can write formulas using English words and basic mathematical functions. The output of FastFormulas is fed back into reports. Organization A required component of employee assignments. You can define as many organizations as you want within your Business Group. Organizations can be internal, such as departments, or external, such as recruitment agencies. You can structure your organizations into organizational hierarchies for reporting purposes and for system access control. Organization Manager Hierarchy An HRMS structure that contains supervisors and subordinates on a reporting chain who also own organizations. HRMS uses this hierarchy to filter the information you display in report modules, such as the Daily Business Intelligence Workforce Budget
- 370. Glossary-28 Management dashboard, to include only managers who own organizations. OSSWA Oracle Self Service Web Applications. Outcome For a unit standard competence, a behavior or performance standard associated with one or more assessment criteria. A worker achieves a unit standard competence when they achieve all outcomes for that competence. Overrides You can enter overrides for an element's pay or input values for a single payroll period. This is useful, for example, when you want to correct errors in data entry for a nonrecurring element before a payroll run. Parameter Portlet A portlet in which you select a number of parameters that may affect all your portlets on your page. These may include an effective date, the reporting period, the comparison type, the reporting manager, and the output currency for your reports. The parameter portlet is usually available at the top of the portal page. Pattern A pattern comprises a sequence of time units that are repeated at a specified frequency. The Statutory Absence Payments (UK) feature, uses SSP qualifying patterns to determine employees entitlement to Statutory Sick Pay (SSP). Pattern Time Units A sequence of time units specifies a repeating pattern. Each time unit specifies a time period of hours, days or weeks. Pay Scale A set of progression points that can be related to one or more rates of pay. Employee's are placed on a particular point on the scale according to their grade and, usually, work experience. See also: Grade Scale, page Glossary-20 Pay Value An amount you enter for an element that becomes its run item without formula calculations. See also: Input Values, page Glossary-21
- 371. Glossary-29 Payment Type There are three standard payment types for paying employees: check, cash and direct deposit. You can define your own payment methods corresponding to these types. Payroll A group of employees that Oracle Payroll processes together with the same processing frequency, for example, weekly, monthly or bimonthly. Within a Business Group, you can set up as many payrolls as you need. Payroll Reversal A payroll reversal occurs when you reverse a payroll run for a single employee, in effect cancelling the run for this employee. Payroll Rollback You can schedule a payroll rollback when you want to reverse an entire payroll run, cancelling out all information processed in that run. To preserve data integrity, you can roll back only one payroll at a time, starting with the one most recently run. Payroll Run The process that performs all the payroll calculations. You can set payrolls to run at any interval you want. People List An SSHR line manager utility used to locate an employee. Performance Management Framework (PMF) A business intelligence tool used to alert users to exceptional circumstances, as defined by KPIs. When a particular factor measured by HRMSi goes beyond a threshold chosen by the user, the system sends the user a workflow notification. Performance Management Plan The entity that defines the performance-management process for a specified period. A component of the Workforce Performance Management function. Performance Management Viewer (PMV) A reporting tool that displays the report that corresponds to one or more PMF targets. Period of Incapacity for Work (PIW) In the UK, this is a period of sickness that lasts four or more days in a row, and is the minimum amount of sickness for which Statutory Sick Pay can be paid. If a PIW is separated by less then the linking interval, a linked PIW is formed and the two PIWs are treated as one.
- 372. Glossary-30 Period of Placement The period of time a contingent worker spends working for an enterprise. A contingent worker can have only one period of placement at a time; however, a contingent worker can have multiple assignments during a single period of placement. Period Type A time division in a budgetary calendar, such as week, month, or quarter. Personal Public Service Number (PPS) The Irish equivalent to National Insurance number in the UK, or the Social Security number in the US. Personal Tax Credits Return (TD1) A Revenue Canada form which each employee must complete. Used by the employee to reduce his or her taxable income at source by claiming eligible credits and also provides payroll with such important information as current address, birth date, and SIN. These credits determine the amount to withhold from the employee's wages for federal/provincial taxes. Person Search An SSHR function which enables a manager to search for a person. There are two types of search, Simple and Advanced. Person Type There are eight system person types in Oracle HRMS. Seven of these are combinations of employees, ex-employees, applicants, and ex-applicants. The eighth category is 'External'. You can create your own user person types based on the eight system types. Personal Scorecard A collection of objectives for a single worker arising from a single Performance Management Plan. Personnel Actions Personnel actions is a public sector term describing business processes that define and document the status and conditions of employment. Examples include hiring, training, placement, discipline, promotion, transfer, compensation, or termination. Oracle HRMS uses the term self-service actions synonymously with this public sector term. Oracle Self Service Human Resources (SSHR) provides a configurable set of tools and web flows for initiating, updating, and approving self-service actions. Plan Design The functional area that allows you to set up your benefits programs and plans. This
- 373. Glossary-31 process involves defining the rules which govern eligibility, available options, pricing, plan years, third party administrators, tax impacts, plan assets, distribution options, required reporting, and communications. Plan Sponsor The legal entity or business responsible for funding and administering a benefits plan. Generally synonymous with employer. Placement Start Date In DBI for HRMS Placement Date is the contingent worker's most recent start date prior to the effective date. Position A specific role within the Business Group derived from an organization and a job. For example, you may have a position of Shipping Clerk associated with the organization Shipping and the job Clerk. Predefined Components Some elements and balances, all primary element classifications and some secondary classifications are defined by Oracle Payroll to meet legislative requirements, and are supplied to users with the product. You cannot delete these predefined components. Process Rule See Configurable Business Rules, page Glossary-11 Professional Information An SSHR function which allows an employee to maintain their own professional details or a line manager to maintain their direct reports professional details. Proficiency A worker's perceived level of expertise in a competency, in the opinion of an assessor, over a given period. For example, a worker may demonstrate the communication competency at Novice or Expert level. Progression Point A pay scale is calibrated in progression points, which form a sequence for the progression of employees up the pay scale. See also: Pay Scale, page Glossary-28 Prospect Pool (iRecruitment) The prospect pool contains all registered users who have given permission for their information to be published.
- 374. Glossary-32 Provincial/Territorial Employment Standards Acts In Canada, these are laws covering minimum wages, hours of work, overtime, child labour, maternity, vacation, public/general holidays, parental and adoption leave, etc., for employees regulated by provincial/territorial legislation. Provincial Health Number In Canada, this is the account number of the provincially administered health care plan that the employer would use to make remittances. There would be a unique number for each of the provincially controlled plans i.e. EHT, Quebec HSF, etc. PTO Accrual Plan A benefit in which employees enroll to entitle them to accrue and take paid time off (PTO). The purpose of absences allowed under the plan, who can enroll, how much time accrues, when the time must be used, and other rules are defined for the plan. QPP (See Canada/Quebec Pension Plan) QA Organization Quality Assurance Organization. Providers of training that leads to Qualifications Framework qualifications register with a QA Organization. The QA Organization is responsible for monitoring training standards. Qualification Type An identified qualification method of achieving proficiency in a competence, such as an award, educational qualification, a license or a test. See also: Competence, page Glossary-10 Qualifications Framework A national structure for the registration and definition of formal qualifications. It identifies the unit standard competencies that lead to a particular qualification, the awarding body, and the field of learning to which the qualification belongs, for example. Qualifying Days In the UK, these are days on which Statutory Sick Pay (SSP) can be paid, and the only days that count as waiting days. Qualifying days are normally work days, but other days may be agreed. Qualifying Pattern See: SSP Qualifying Pattern, page Glossary-38
- 375. Glossary-33 Qualifying Week In the UK, this is the week during pregnancy that is used as the basis for the qualifying rules for Statutory Maternity Pay (SMP). The date of the qualifying week is fifteen weeks before the expected week of confinement and an employee must have been continuously employed for at least 26 weeks continuing into the qualifying week to be entitled to SMP. Quebec Business Number In Canada, this is the employer's account number with the Ministere du Revenu du Quebec, also known as the Quebec Identification number. It consists of 15 digits, the first 9 identify the employer, the next 2 identify the type of tax account involved (payroll vs. corporate tax), and the last 4 identify the particular account for that tax. Questionnaire An SSHR function which records the results of an appraisal. QuickPaint Report A method of reporting on employee and applicant assignment information. You can select items of information, paint them on a report layout, add explanatory text, and save the report definition to run whenever you want. See also: Assignment Set, page Glossary-6 QuickPay QuickPay allows you to run payroll processing for one employee in a few minutes' time. It is useful for calculating pay while someone waits, or for testing payroll formulas. Ranking (iRecruitment) A manually entered value to indicate the quality of the applicant against other applicants for a specific vacancy. Rates A set of values for employee grades or progression points. For example, you can define salary rates and overtime rates. Rate By Criteria A function that enables the calculation of pay from different rates for each role a worker performs in a time period. Rating Scale Used to describe an enterprise's competencies in a general way. You do not hold the proficiency level at the competence level.
- 376. Glossary-34 Record of Employment (ROE) A Human Resources Development Canada form that must be completed by an employer whenever an interruption of earnings occurs for any employee. This form is necessary to claim Employment Insurance benefits. Recruitment Activity An event or program to attract applications for employment. Newspaper advertisements, career fairs and recruitment evenings are all examples of recruitment activities. You can group several recruitment activities together within an overall activity. Recurring Elements Elements that process regularly at a predefined frequency. Recurring element entries exist from the time you create them until you delete them, or the employee ceases to be eligible for the element. Recurring elements can have standard links. See also: Nonrecurring Elements, page Glossary-26, Standard Link, page Glossary-38 Referenced Rule In HRMS budgeting, any predefined configurable business rule in the Assignment Modification, Position Modification, or Budget Preparation Categories you use as the basis for defining a new rule. See Configurable Business Rules, page Glossary-11 Region A collection of logically related fields in a window, set apart from other fields by a rectangular box or a horizontal line across the window. See also: Block, page Glossary-7, Field, page Glossary-18 Registered Pension Plan (RPP) This is a pension plan that has been registered with Revenue Canada. It is a plan where funds are set aside by an employer, an employee, or both to provide a pension to employees when they retire. Employee contributions are generally exempt from tax. Registered Retirement Savings Plan (RRSP) This is an individual retirement savings plan that has been registered with Revenue Canada. Usually, contributions to the RRSP, and any income earned within the RRSP, is exempt from tax. Registered User (iRecruitment) A person who has registered with the iRecruitment site by entering an e-mail address and password. A registered user does not necessarily have to apply for jobs.
- 377. Glossary-35 Report Parameters Inputs you make when submitting a report to control the sorting, formatting, selection, and summarizing of information in the report. Report Set A group of reports and concurrent processes that you specify to run together. Requisition The statement of a requirement for a vacancy or group of vacancies. Request Groups A list of reports and processes that can be submitted by holders of a particular responsibility. See also: Responsibility, page Glossary-35 Residual The amount of unused paid time off entitlement an employee loses at the end of an accrual term. Typically employees can carry over unused time, up to a maximum, but they lose any residual time that exceeds this limit. See also: Carry Over, page Glossary-9 Responsibility A level of authority in an application. Each responsibility lets you access a specific set of Oracle Applications forms, menus, reports, and data to fulfill your business role. Several users can share a responsibility, and a single user can have multiple responsibilities. See also: Security Profile, page Glossary-37, User Profile Options, page Glossary-42, Request Groups, page Glossary-35, Security Groups, page Glossary-35 Resume A document that describes the experience and qualifications of a candidate. RetroPay A process that recalculates the amount to pay an employee in the current period to account for retrospective changes that occurred in previous payroll periods. Retry Method of correcting a payroll run or other process before any post-run processing takes place. The original run results are deleted and the process is run again. Revenue Canada Department of the Government of Canada which, amongst other responsibilities,
- 378. Glossary-36 administers, adjudicates, and receives remittances for all taxation in Canada including income tax, Employment Insurance premiums, Canada Pension Plan contributions, and the Goods and Services Tax (legislation is currently proposed to revise the name to the Canada Customs and Revenue Agency). In the province of Quebec the equivalent is the Ministere du Revenu du Quebec. Reversal Method of correcting payroll runs or QuickPay runs after post-run processing has taken place. The system replaces positive run result values with negative ones, and negative run result values with positive ones. Both old and new values remain on the database. Reviewer (SSHR) A person invited by an appraising manager to add review comments to an appraisal. RIA Research Institute of America (RIA), a provider of tax research, practice materials, and compliance tools for professionals, that provides U.S. users with tax information. Rollback Method of removing a payroll run or other process before any post-run processing takes place. All assignments and run results are deleted. Rollup An aggregate of data that includes subsidiary totals. Run Item The amount an element contributes to pay or to a balance resulting from its processing during the payroll run. The Run Item is also known as calculated pay. Salary Basis The period of time for which an employee's salary is quoted, such as hourly or annually. Defines a group of employees assigned to the same salary basis and receiving the same salary element. Salary Rate The rate of pay associated with a grade or step. Used by Grade/Step Progression. Scheduled Enrollment A benefits plan enrollment that takes place during a predefined enrollment period, such as an open enrollment. Scheduled enrollments can be administrative, open, or unrestricted.
- 379. Glossary-37 Search by Date An SSHR sub-function used to search for a Person by Hire date, Application date, Job posting date or search by a Training event date. Secondment The temporary transfer of an employee to a different business group. Security Group Security groupsenable HRMS users to partition data by Business Group. Only used for Security Groups Enabled security. See also: Responsibility, page Glossary-35, Security Profile, page Glossary-37, User Profile Options, page Glossary-42 Security Groups Enabled Formerly known as Cross Business Group Responsibility security. This security model uses security groups and enables you to link one responsibility to many Business Groups. Security Profile Security profiles control access to organizations, positions and employee and applicant records within the Business Group. System administrators use them in defining users' responsibilities. See also: Responsibility, page Glossary-35 Self Appraisal Part of the SSHR Appraisal function. This is an appraisal undertaken by an employee to rate their own performance and competencies. Separation Categoary See also: termination category, page Glossary-40 Site Visitor (iRecruitment) A person who navigates to the iRecruitment web site and may view job postings. This person has not yet registered or logged in to the iRecruitment system. This individual may search for postings on the web site and also has the ability to log in or register with the iRecruitment site. SMP See: Statutory Maternity Pay, page Glossary-39 Social Insurance Number (SIN) A unique number provided by Human Resources Development Canada (HRDC) to each person commencing employment in Canada. The number consists of 9 digits in the
- 380. Glossary-38 following format (###-###-###). Source Deductions Return (TP 1015.3) A Ministere du Revenu du Quebec form which each employee must complete. This form is used by the employee to reduce his or her taxable income at source by claiming eligible credits and also provides payroll with such important information as current address, birth date, and SIN. These credits determine the amount of provincial tax to withhold from the employee's wages. Special Information Types Categories of personal information, such as skills, that you define in the Personal Analysis key flexfield. Special Run The first run of a recurring element in a payroll period is its normal run. Subsequent runs in the same period are called special runs. When you define recurring elements you specify Yes or No for special run processing. SSHR Oracle Self-Service Human Resources. An HR management system using an intranet and web browser to deliver functionality to employees and their managers. SSP See: Statutory Sick Pay, page Glossary-39 SSP Qualifying Pattern In the UK, an SSP qualifying pattern is a series of qualifying days that may be repeated weekly, monthly or some other frequency. Each week in a pattern must include at least one qualifying day. Qualifying days are the only days for which Statutory Sick Pay (SSP) can be paid, and you define SSP qualifying patterns for all the employees in your organization so that their entitlement to SSP can be calculated. Standard HRMS Security The standard security model. Using this security model you must log on as a different user to see a different Business Group. Standard Link Recurring elements with standard links have their element entries automatically created for all employees whose assignment components match the link. See also: Element Link, page Glossary-16, Recurring Elements, page Glossary-34
- 381. Glossary-39 Statement of Commissions and Expenses for Source Deduction Purposes (TP 1015.R.13.1) A Ministere du Revenu du Quebec form which allows an employee who is paid partly or entirely by commissions to pay a constant percentage of income tax based on his or her estimated commissions for the year, less allowable business expenses. Statement of Earnings (SOE) A summary of the calculated earnings and deductions for an assignment in a payroll period. Statement of Remuneration and Expenses (TD1X) In Canada, the Statement of Remuneration and Expenses allows an employee who is paid partly or entirely by commission to pay a constant percentage of income tax, based on his or her estimated income for the year, less business-related expenses. Statutory Adoption Pay In the UK, Statutory Adoption Pay (SAP) is payable to a person of either sex with whom a child is, or is expected to be, placed for adoption under UK law. Statutory Maternity Pay In the UK, you pay Statutory Maternity Pay (SMP) to female employees who take time off work to have a baby, providing they meet the statutory requirements set out in the legislation for SMP. Statutory Sick Pay In the UK, you pay Statutory Sick Pay (SSP) to employees who are off work for four or more days because they are sick, providing they meet the statutory requirements set out in the legislation for SSP. Statutory Paternity Pay In the UK, Statutory Paternity Pay Birth (SPPB) is payable to a person supporting the mother at the time of birth. In cases of adoption, the primary carer receives Statutory Adoption Pay, while the secondary carer receives Statutory Paternity Pay Adoption (SPPA). Student Employee A student who is following a work-study program. Student employees have HRMS person records (of system type Employee) so that you can include them in your payroll. Succession Planning An SSHR function which enables a manager to prepare a succession plan.
- 382. Glossary-40 Suitability Matching An SSHR function which enables a manager to compare and rank a persons competencies. Superannuation Guarantee An Australian system whereby employers are required to contribute a percentage of an eligible employee's earnings to a superannuation fund to provide for their retirement. Supplier An internal or external organization providing contingent workers for an organization. Typically suppliers are employment or recruitment agencies. Supporting Objective An objective aligned with another objective. Supporting objectives contribute to the achievement of the objectives they support. Tabbed Regions Parts of a window that appear in a stack so that only one is visible at any time. You click on the tab of the required region to bring it to the top of the stack. Task Flows A sequence of windows linked by buttons to take you through the steps required to complete a task, such as hiring a new recruit. System administrators can create task flows to meet the needs of groups of users. Tax Point The date from which tax becomes payable. Template Letter Form letter or skeleton letter that acts as the basis for creating mail merge letters. The template letter contains the standard text, and also contains field codes, which are replaced by data from the application during the mail merge process. Terminating Employees You terminate an employee when he or she leaves your organization. Information about the employee remains on the system but all current assignments are ended. Termination Category When employees leave an enterprise, the decision is either made by the employee or by the enterprise. When the decision is made by the employee the termination is Voluntary. When the decision is made by the enterprise, the termination is Involuntary.
- 383. Glossary-41 DBI for HRMS uses a formula to determine which category each termination belongs to, based on the associated leaving reason. HRMSi elsewhere refers to Termination Category as Separation Category. Termination Date DBI for HRMS uses this term to specifically refer to the employee's most recent termination date prior to the effective date. Termination Rule Specifies when entries of an element should close down for an employee who leaves your enterprise. You can define that entries end on the employee's actual termination date or remain open until a final processing date. Tips An SSHR user assistance component that provides information about a field. Total Compensation Statement A module to communicate compensations, rewards, and benefits to employees and contingent workers. Transaction Type In AME, an integrating application may divide its transactions into several categories, where each category requires a distinct set of approval rules. Each set of rules is a transaction type. Different transaction types can use the same attribute name to represent values that the application fetches from different places. This enables several transaction types to share approval rules, thus facilitating a uniform approval policy across multiple transaction types. Transcentive A third-party compensation management solutions provider, that provides additional information about benefits choices. Unit Standard A nationally registered document that describes a standard of performance. The standard is typically defined and maintained by industry representatives. Unit Standard Competency A competency that is defined in a Unit Standard and linked to a Qualifications Framework qualification. Upload The process of transferring the data from a spreadsheet on your desktop, created using
- 384. Glossary-42 Web ADI, back to the Oracle HRMS application. User Assistance Components SSHR online help comprising tips and instructions. User Balances Users can create, update and delete their own balances, including dimensions and balance feeds. See also: Balances, page Glossary-6 User Profile Options Features that allow system administrators and users to tailor Oracle HRMS to their exact requirements. See also: Responsibility, page Glossary-35, Security Profile, page Glossary-37 User-based Security With this type of security, the application generates the security permissions for a current user when that user logs on to a system. The system uses the security profile (can be position, supervisor, or organization-based, for example) to generate security permissions for the current user, for example, based on the user's position. An alternative to user-based security is a security profile with defined security rules, for example, to specify that the top-level position for a position-based security profile is Position A, irrespective of the current user's position. View An example of an interface that you can use to download data from the Oracle HRMS application to a spreadsheet using Web ADI. Viewer (SSHR) A person with view only access to an appraisal. An appraising manager or an employee in a 360 Degree Self appraisal can appoint view only access to an appraisal. Viewer (Web ADI) A desktop application, such as a spreadsheet or word processing tool, that you use to view the data downloaded from Oracle HRMS via Web ADI. Voluntary Term used in turnover to describe employees who have ceased employment with the enterprise of their own accord, for example, by resigning.
- 385. Glossary-43 Waiting Days In the UK, statutory Sick Pay is not payable for the first three qualifying days in period of incapacity for work (PIW), which are called waiting days. They are not necessarily the same as the first three days of sickness, as waiting days can be carried forward from a previous PIW if the linking interval between the two PIWs is less than 56 days. WCB Account Number In Canada, this is the account number of the provincially administered Worker's Compensation Board that the employer would use to make remittances. There would be a unique number for each of the provincially controlled boards i.e. Workplace Safety & Insurance Board of Ontario, CSST, etc. Work Choices Also known as Work Preferences, Deployment Factors, or Work Factors. These can affect a person's capacity to be deployed within an enterprise, such willingness to travel or relocate. You can hold work choices at both job and position level, or at person level. Worker An employee, page Glossary-17 or a contingent worker, page Glossary-11 In DBI for HRMS workers are employees and contingent workers who report to the selected manager. Worker's Compensation Board In Canada, this is a provincially governed legislative body which provides benefits to employees upon injury, disability, or death while performing the duties of the employer. Worker's Compensation Board premiums are paid entirely by the employer. Workflow An Oracle application which uses charts to manage approval processes and in addition is used in SSHR to configure display values of sections within a web page and instructions. Workforce Measurement Type (WMT) Groups of different units combined to measure the workforce. The most common units are headcount and full time equivalent. Workforce Measurement Value (WMV) A WMT value, for example, headcount or FTE. Workforce Performance Management The Oracle HRMS functions that support enterprise-directed objective setting, management, and assessment.
- 386. Glossary-44 Work Structures The fundamental definitions of organizations, jobs, positions, grades, payrolls and other employee groups within your enterprise that provide the framework for defining the work assignments of your employees.
- 387. Index-1 Index Symbols default assignment costing writing formulas for, 1-151 A ABP Part-Time Percentage Netherlands ABP Reporting, 1-275 ABS function, 1-39 absence duration writing formulas for, 1-8 writing formulas to calculate, 1-133 absence types database items for, 1-92 ADD_DAYS function, 1-41 ADD_MONTHS function, 1-42 ADD_YEARS function, 1-42 Additional Holiday (Hungary) sample formula, 1-229, 1-240 additional part-time percentages enable percentages, 1-277 Aliases in formulas, 1-19 Alias statement format of, 1-54 Alias statements in formulas, 1-18 arithmetic operators in formulas, 1-33 arrears management sample formula for, 1-303 assignment and return statements in formulas, 1-10 assignment set formulas, 1-135 assignment sets writing formulas for, 1-8 Assignment statement format of, 1-56 assignment statements in formulas, 1-12 B balance dimensions in formulas, 1-21 Base Holiday (Hungary) sample formula, 1-231 sample formulas, 1-229 benefits formulas for administration of, 1-93 formula types used for, 1-93 Benefits administration writing formulas for, 1-7 Benefit Uplift, 1-127 Benefit Uplift Daily Rate Formula, 1-127 Benefit Uplift Duration Formula, 1-127 C CAEOY_GET_FOOTNOTE_AMOUNT, 1-312 CALC_YEARS_OF_SERVICE, 1-308 CALCULATE_HOURS_WORKED function, 1-39
- 388. Index-2 CALCULATE_PAYROLL_PERIODS function, 1-47 CALCULATE_TIME_WORKED UK only function, 1-324 CALL_FORMULA function, 1-52 Canadian only functions CAEOY_GET_FOOTNOTE_AMOUNT, 1-312 CALC_YEARS_OF_SERVICE, 1-308 CHECK_AGE_UNDER18, 1-314 CHECK_AGE_UNDER18_OR_OVER70, 1-313 DD_CONVERT_UPPERCASE, 1-313 GET_EMP_ADDRESS_INFO, 1-311 GET_RATE_ID_FOR_JOB, 1-308 GET_RATE_ID_FOR_WCB_CODE, 1-309 GET_WCB_RATE, 1-309 VALIDATE_GRE_DATA, 1-312 VALIDATE_PMED_ACCOUNT_NUMBER, 1- 309 VALIDATE_USER_TABLE_COLUMN, 1-310 VALIDATE_USER_TABLE_NAME, 1-310 VALIDATE_WCB_ACCOUNT_NUMBER, 1- 310 VALIDATE_WCB_RATE_CODE, 1-311 Carry Over Absence (Hungary), 1-269 CHECK_AGE_UNDER18, 1-314 CHECK_AGE_UNDER18_OR_OVER70, 1-313 CHECK_DATE_FORMAT Japanese only function, 1-316 CHECK_FORMAT Japanese only function, 1-316 CHR(n) function, 1-34 CLASS1A_YTD UK only function, 1-324 CLEAR_GLOBALS function, 1-53 collective agreement entitlements writing formulas for calculating eligibility, 1- 134 collective agreements writing formulas for calculating entitlement eligibility, 1-9 comments in formulas, 1-17 compiling formulas, 1-147 compiling multi-version formulas, 1-154 conditions format of, 1-57 in formulas, 1-13 constants date, 1-27 in formulas, 1-26 numeric, 1-27 text, 1-27 constants and variables in formulas, 1-10 CONVERT function, 1-44 COUNT_ASSIGNMENTS UK only function, 1-324 D database items from element input values, 1-26 in formulas, 1-11, 1-21, 1-29, 1-63 list of dynamic items, 1-87 data conversion functions CONVERT, 1-44 in formulas, 1-44 INSTR, 1-44 NUM_TO_CHAR, 1-44 TO_DATE, 1-45 TO_NUMBER, 1-45 TO_TEXT, 1-45 data type rules for determining, 1-30 data types in formulas, 1-10 date constants in formulas, 1-27 date functions ADD_DAYS, 1-41 ADD_MONTHS, 1-42 ADD_YEARS, 1-42 DAYS_BETWEEN, 1-42 GREATEST, 1-42 in formulas, 1-41 LAST_DAY, 1-42 LEAST, 1-42 MONTHS_BETWEEN, 1-43 NEW_TIME, 1-43 NEXT_DAY, 1-44
- 389. Index-3 date literals in formulas, 1-20 DAYS_BETWEEN function, 1-42 DD_CONVERT_UPPERCASE, 1-313 DEBUG function, 1-34 Default statement format of, 1-55 Default statements in formulas, 1-19 define global values, 1-154 descriptive flexfields enabling for QuickPaint, 1-90 DIRECTOR_WEEKS UK only function, 1-324 dynamic database items for descriptive flexfield segments, 1-90 for key flexfield segments, 1-91 for new absence types, 1-92 for new elements, 1-87 for new grade rates, 1-90 for new pay scale rates, 1-90 E EEO employment categories writing formulas for, 1-140 EEO reports writing formulas of employment categories, 1- 9 EFT payment override formula, 1-276 element entries validation, 1-7 elements database items for, 1-87 formulas for validating entries, 1-198 element skip rules, 1-148 example accrual formula (Belgium), 1-217 checking an element entry, 1-198 checking a user table entry, 1-199 editing a QuickPaint formula, 1-197 expressions data type of, 1-32 in formulas, 1-32 F FastFormula calling from PL/SQL, 1-8 FastFormula Assistant Overview, 1-22 FLOOR function, 1-40 formulas, 1-270 Additional Holiday (Hungary), 1-229 Aliases, 1-19 Alias statements in , 1-18 appraisal competency line scoring, samples, 1- 206 appraisal objective line scoring, samples, 1-202 arithmetic operators in, 1-33 assignment and return statements, 1-10 assignment set formulas, 1-135 assignment statements in , 1-12 balance dimensions, 1-21 Base Holiday (Hungary), 1-229 Base Holiday sample formula (Hungary), 1- 231 Canadian legislative functions, 1-308 Carry Over Absence (Hungary), 1-269 checking an element entry, 1-198 checking a user table entry, 1-199 comments in, 1-17 compiling multi-version formulas, 1-154 components, 1-23 conditions in, 1-13 constants and variables, 1-10 context, 1-11 database items in, 1-11 database items in , 1-29, 1-63 data conversion functions in, 1-44 data type of expressions, 1-32 data types, 1-10 date functions in, 1-41 date literals, 1-20 Default statements in , 1-19 EFT payment override (Netherlands), 1-276 enable additional part-time percentages (Netherlands), 1-277 errors in, 1-61 expressions in, 1-32
- 390. Index-4 for absence duration, 1-8 for arrears management, 1-303 for assignment sets, 1-8 for Benefits administration, 1-7, 1-93 for calculating collective agreement entitlement eligibility, 1-9 for calculating eligibility for collective agreement entitlements, 1-134 for configuring HRMS BIS reports, 1-8 for configuring people management templates, 1-8 for configuring templates, 1-135 for custom global numbering sequences, 1-9 for custom person number generation, 1-141 for default assignment costing, 1-151 for EEO employment categories, 1-140 for EEO reports, 1-9 for element skip rules, 1-148 for payroll calculations, 1-6 for payroll contact, 1-200 for payroll legislative checks, 1-93 for proration, 1-139 for PTO accrual plans, 1-7, 1-127 for QuickPaint, 1-7 for Rate By Criteria calculations, 1-153 for rating competencies and objectives, 1-143 for Sickness Holiday (Hungary), 1-260 for skip rules, 1-148 for validating element entries and user tables, 1-7, 1-150 functions for accrual type, 1-47 functions in, 1-33 functions to call , 1-51 functions to get values from tables in, 1-46 functions to set and get globals , 1-52 generating the Formula Wrapper, 1-154 global variables in, 1-29 historic rates (UK), 1-300 Hungarian legislative functions, 1-315 inputs, 1-10, 1-24 Inputs statement, 1-11 Input statements, 1-20 introduction to components, 1-10 Japanese legislative functions for, 1-316 local variables in, 1-12, 1-28 making formulas efficient, 1-19 Mexican legislative functions, 1-317 Netherlands, 1-277 numeric functions in, 1-39 order of statements, 1-54 Other Additional Holiday (Hungary), 1-229, 1- 252 payee name (Netherlands), 1-276 payment method (Saudi), 1-278 Payroll calculations, 1-19 prorating functions for South Africa , 1-323 proration, 1-22 proration (UK), 1-282 proration sample, 1-174 sample formula for additional holiday (Hungary), 1-240 Sickness Holiday (Hungary), 1-229 structure, 1-23 text functions in, 1-34 to calculate absence duration, 1-133 types of statement, 1-54 UK only functions , 1-324 using comments, 1-53 using database items in, 1-21 using functions in, 1-12 using global values, 1-12 using nested expressions in, 1-13 variable names, 1-19 variables in, 1-28 wage tax subsidies (Netherlands), 1-276 WAS DEFAULTED condition, 1-14 working hours (Netherlands), 1-275 writing and editing, 1-146 formula types for benefits, 1-93 for total compensation, 1-93 functions in formulas, 1-12, 1-33 registering, 1-155 functions for accrual type formulas, 1-47 CALCULATE_PAYROLL_PERIODS, 1-47 GET_ABSENCE, 1-48 GET_ACCRUAL_BAND, 1-49 GET_ASG_INACTIVE_DAYS, 1-50 GET_ASSIGNMENT_STATUS, 1-50 GET_CARRY_OVER, 1-48 GET_NET_ACCRUAL, 1-48 GET_OTHER_NET_CONTRIBUTION, 1-48 GET_PAYROLL_PERIOD, 1-49
- 391. Index-5 GET_PERIOD_DATES, 1-50 GET_START_DATE, 1-50 GET_WORKING_DAYS, 1-51 PUT_MESSAGE, 1-51 functions to call a formula, 1-51 CALL_FORMULA, 1-52 LOOP_CONTROL, 1-52 functions to get values from tables GET_LOOKUP_ MEANING, 1-46 GET_TABLE_VALUE, 1-46 in formulas, 1-46 RAISE_ERROR, 1-47 RATES_HISTORY, 1-47 functions to set and get globals CLEAR_GLOBALS, 1-53 GET_DATE, 1-52 GET_NUMBER, 1-52 GET_TEXT, 1-52 in formulas, 1-52 ISNULL, 1-53 REMOVE_GLOBALS, 1-53 SET_DATE, 1-52 SET_NUMBER, 1-52 SET_TEXT, 1-52 G generating the Formula Wrapper, 1-154 GET_ABSENCES function, 1-48 GET_ACCRUAL_BAND function, 1-49 GET_ASG_INACTIVE_DAYS function, 1-50 GET_ASSIGNMENT_STATUS function, 1-50 GET_BACS_PROCESS_DATE UK only function, 1-324 GET_CARRY_OVER function, 1-48 GET_DATE function, 1-52 GET_EMP_ADDRESS_INFO, 1-311 GET_FTE_VALUE UK only function, 1-324 GET_LAST_ASSACT Japanese only function, 1-317 GET_LOOKUP_ MEANING function, 1-46 GET_MX_TAX_INFO, 1-318 GET_NET_ACCRUAL function, 1-48 GET_NUMBER function, 1-52 GET_OTHER_NET_CONTRIBUTION function, 1-48 GET_PAYROLL_PERIOD function, 1-49 GET_PERIOD_DATES function, 1-50 GET_RATE_ID_FOR_JOB, 1-308 GET_RATE_ID_FOR_WCB_CODE, 1-309 GET_START_DATE function, 1-50 GET_SUBJECT_EARNINGS_ANN, 1-321 GET_SUBJECT_EARNINGS_FOR_PERIOD, 1- 322 GET_TABLE_VALUE function, 1-46 GET_TAX_SUBSIDY_PERCENT, 1-320 GET_TEXT function, 1-52 GET_WCB_RATE, 1-309 GET_WORKING_DAYS function, 1-51 GET_WRIP, 1-320 GetIDW, 1-320 global person numbering writing formulas for custom numbering sequences, 1-9 global values defining, 1-154 in formulas, 1-12 global variables in formulas, 1-29 grade rates database items for, 1-90 GREATEST date function, 1-42 numeric function, 1-40 text function, 1-34 H
- 392. Index-6 HR:Execute Legislative Check Formula within Run, 1-93 HRMS BIS reports writing formulas for configuring, 1-8 HU_ABS_GET_BLIND_DAYS Hungarian only function, 1-315 HU_ABS_GET_CHILD_INFO Hungarian only function, 1-315 HU_ABS_GET_JOB_DAYS Hungarian only function, 1-315 HU_ABS_GET_PREV_EMP_SICKNESS_LEAVE Hungarian only function, 1-315, 1-315 HU_ENTRY_IN_ACCRUAL_PLAN Hungarian only function, 1-315 HU_PAYROLL_PERIODS Hungarian only function, 1-315 HU_PERSON_DOB Hungarian only function, 1-315 Hungarian only functions HU_ABS_GET_BLIND_DAYS, 1-315 HU_ABS_GET_CHILD_INFO, 1-315 HU_ABS_GET_JOB_DAYS, 1-315 HU_ABS_GET_PREV_EMP_SICKNESS_LEA VE, 1-315, 1-315 HU_ENTRY_IN_ACCRUAL_PLAN, 1-315 HU_PAYROLL_PERIODS, 1-315 HU_PERSON_DOB, 1-315 Hungarian Sample Accrual Formula, 1-229 I If statement format of, 1-57 INITCAP function, 1-34 Inputs statement, 1-11 format of, 1-55 Input statements in formulas, 1-20 input values validation, 1-7 Input values in Payroll formulas, 1-25 INSTR function, 1-34, 1-44 INSTRB function, 1-35 ISNULL function, 1-53 J Japanese only functions CHECK_DATE_FORMAT, 1-316 CHECK_FORMAT, 1-316 GET_LAST_ASSACT, 1-317 ORG_EXISTS, 1-317 K key flexfields enabling for QuickPaint, 1-91 L LAST_DAY function, 1-42 LEAST date function, 1-42 numeric function, 1-40 text function, 1-35 LENGTH function, 1-35 LENGTHB function, 1-35 local variables in formulas, 1-12, 1-28 LOOP_CONTROL function, 1-52 LOWER function, 1-35 LPAD function, 1-35 LTRIM function, 1-36 M Mexican only functions GET_MX_TAX_INFO, 1-318 GET_SUBJECT_EARNINGS_ANN, 1-321 GET_SUBJECT_EARNINGS_FOR_PERIOD, 1- 322 GET_TAX_SUBSIDY_PERCENT, 1-320 GET_WRIP, 1-320 GetIDW, 1-320
- 393. Index-7 MONTHS_BETWEEN function, 1-43 N names of variables, 1-31 nested expressions in formulas, 1-13 Netherlands working hours weekly working hours formula, 1-275 NEW_TIME function, 1-43 NEXT_DAY function, 1-44 NI_ABLE_DIR_YTD UK only function, 1-324 NI_ABLE_PER_PTD UK only function, 1-324 NI_CO_RATE_FROM_CI_RATE UK only function, 1-325 NUM_TO_CHAR function, 1-44 numeric constants in formulas, 1-27 numeric functions ABS, 1-39 CALCULATE_HOURS_WORKED, 1-39 FLOOR, 1-40 GREATEST, 1-40 in formulas, 1-39 LEAST, 1-40 POWER, 1-40 ROUND, 1-40 ROUNDUP, 1-41 TRUNC, 1-41 O Oracle FastFormula overview, 1-1 predefined formulas, 1-5 summary of uses, 1-4 uses for, 1-6 ORG_EXISTS Japanese only function, 1-317 Other Additional Holiday (Hungary), 1-229, 1- 252 P payee name formulas for Netherlands, 1-276 PAYMENT_YTD UK only function, 1-325 payroll formula for payroll contact, 1-200 formulas for legislative checks, 1-93 Payroll formula inputs, 1-24 making formulas efficient, 1-19 payroll formulas, 1-6 Payroll formulas writing for elements, 1-148 pay scale rates database items for, 1-90 people management templates writing formulas for configuring, 1-8 PERIOD_TYPE_CHECK UK only function, 1-325 person numbers writing formulas for, 1-141 PL/SQL calling FastFormula from, 1-8 POWER function, 1-40 PQP_GB_GAP_GET_FIRST_ENTITLED_DAY UK only function, 1-325 PQP_GB_GAP_GET_FIRST_PAID_DAY UK only function, 1-325 PQP_GB_GAP_GET_LAST_ENTITLED_DAY UK only function, 1-325 PQP_GB_GAP_GET_LAST_PAID_DAY UK only function, 1-325 PQP_GB_GET_ABSENCE_SMP_FOR_DATE_RA NGE UK only function, 1-325 PQP_GB_GET_ABSENCE_SSP_FOR_DATE_RA NGE UK only function, 1-325 processes Bulk Compile Formulas, 1-61 Create Descriptive Flexfield DB Items, 1-90 Create Key Flexfield DB Items, 1-91 profiles
- 394. Index-8 HR:Execute Legislative Check Formula within Run, 1-93 Prorate_Calendar_Days South Africa only function, 1-323 Prorate_Working_Days South Africa only function, 1-323 proration formulas, 1-22, 1-139 sample formula, 1-174 sample formulas (UK), 1-282 PTO accrual plans changing plan rules (Belgium), 1-217 formulas for, 1-127 sample formula (Belgium), 1-217 writing formulas for, 1-7 PUT_MESSAGE function, 1-51 Q Quickpaint editing generated formulas, 1-197 QuickPaint formula copying and adding features to, 1-149 QuickPaint reports writing formulas for, 1-7 R RAISE_ERROR function, 1-47 Rate By Criteria formulas, 1-153 RATES_HISTORY function, 1-47 registering functions, 1-155 REMOVE_GLOBALS function, 1-53 REPLACE function, 1-36 Return statement in formulas, 1-60 ROUND function, 1-40 ROUNDUP function, 1-41 RPAD function, 1-37 RTRIM function, 1-37 rules for determining variable class and data type, 1-30 rule types for total compensation, 1-93 S sample proration formula, 1-174 Saudi sample payment method formulas, 1-278 SESSION_DATE UK only function, 1-325 SET_DATE function, 1-52 SET_NUMBER function, 1-52 SET_TEXT function, 1-52 Sickness Holiday (Hungary), 1-229, 1-260 skip rules writing formulas for, 1-148 South Africa only functions Prorate_Calendar_Days, 1-323 Prorate_Working_Days, 1-323 statements in formulas, 1-54 order in formulas, 1-54 static database items accrual plan information, 1-63 address detail (US/UK only), 1-65 applicant information, 1-65 contact addresses , 1-65 contact information, 1-66 contingent worker, 1-68 contracts information, 1-68 date information, 1-69 element type details, 1-69 employee assignment information, 1-69 employee hire information, 1-76 Federal, 1-87 home address details (UK only), 1-77 home address details (US only), 1-77 Human Resources Intelligence, 1-77 list of static items, 1-63
- 395. Index-9 location details, 1-78 payroll details, 1-78 people addresses, 1-81 people information, 1-82 person types, 1-84 recruiter information, 1-84 supervisor information, 1-85 work address details (UK only), 1-86 work address details (US only), 1-86 SUBSTRB function, 1-38 SUBSTRING function, 1-37 T templates writing formulas for, 1-135 text constants in formulas, 1-27 text functions CHR(n), 1-34 DEBUG, 1-34 GREATEST, 1-34 in formulas, 1-34 INITCAP, 1-34 INSTR, 1-34 INSTRB, 1-35 LEAST, 1-35 LENGTH, 1-35 LENGTHB, 1-35 LOWER, 1-35 LPAD, 1-35 LTRIM, 1-36 REPLACE, 1-36 RPAD, 1-37 RTRIM, 1-37 SUBSTRB, 1-38 SUBSTRING, 1-37 TRANSLATE, 1-38 TRIM, 1-39 UPPER, 1-39 TO_DATE function, 1-45 TO_NUMBER function, 1-45 TO_TEXT function, 1-45 total compensation formula types used for, 1-93 TRANSLATE function, 1-38 TRIM function, 1-39 TRUNC function, 1-41 U UK_TAX_YR_END UK only function, 1-325 UK_TAX_YR_START UK only function, 1-326 UK only functions CALCULATE_TIME_WORKED, 1-324 CLASS1A_YTD, 1-324 COUNT_ASSIGNMENTS, 1-324 DIRECTOR_WEEKS, 1-324 GET_BACS_PROCESS_DATE, 1-324 GET_FTE_VALUE, 1-324 NI_ABLE_DIR_YTD, 1-324 NI_ABLE_PER_PTD, 1-324 NI_CO_RATE_FROM_CI_RATE, 1-325 PAYMENT_YTD, 1-325 PERIOD_TYPE_CHECK, 1-325 PQP_GB_GAP_GET_FIRST_ENTITLED_DAY, 1-325 PQP_GB_GAP_GET_FIRST_PAID_DAY, 1- 325 PQP_GB_GAP_GET_LAST_ENTITLED_DAY, 1-325 PQP_GB_GAP_GET_LAST_PAID_DAY, 1-325 PQP_GB_GET_ABSENCE_SMP_FOR_DATE_ RANGE, 1-325 PQP_GB_GET_ABSENCE_SSP_FOR_DATE_R ANGE, 1-325 SESSION_DATE, 1-325 UK_TAX_YR_END, 1-325 UK_TAX_YR_START, 1-326 USER_RANGE_BY_LABEL, 1-326 USER_VALUE_BY_LABEL, 1-326 VALIDATE_BACS_DATE, 1-326 VALIDATE_USER_VALUE, 1-326 UPPER
- 396. Index-10 function, 1-39 USER_RANGE_BY_LABEL UK only function, 1-326 USER_VALUE_BY_LABEL UK only function, 1-326 user tables validating entries, 1-7 V VALIDATE_BACS_DATE UK only function, 1-326 VALIDATE_GRE_DATA, 1-312 VALIDATE_PMED_ACCOUNT_NUMBER, 1- 309 VALIDATE_USER_TABLE_COLUMN, 1-310 VALIDATE_USER_TABLE_NAME, 1-310 VALIDATE_USER_VALUE UK only function, 1-326 VALIDATE_WCB_ACCOUNT_NUMBER, 1-310 VALIDATE_WCB_RATE_CODE, 1-311 validation writing formulas for, 1-7, 1-150 YEA information, 1-270 variable class rules for determining, 1-30 variable names in formulas, 1-19 variables in formulas, 1-28 naming, 1-31 W wage tax subsidies, 1-276 WAS DEFAULTED condition, 1-14 windows Database Items, 1-147 Formula, 1-146 Globals, 1-154