Fusion absence management explained with examples

3/2/2016 Fusion Absence Management : Explained with examples
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Fusion Absence Management : Explained with examples
 Posted by: Avinash Patel  1,664 Views
About Fusion Absence Management
In fusion absence management is a part of workforce deployment offerings where it gives a lot
more feature compared to oracle Ebiz. If you tried to learn absence management in Ebiz and gave up only
because of the complex fast formulas then there is a good news for you. Most of the complex business
requirement can now be easily handled by simple User Interface without writing a single line of code.
However, it doesn’t mean that you cannot write formula, fast formulas are still there if you wish or need to
use them.
Fusion Absence Management : Setup steps
Below diagram explains all possible steps required to setup absence management including optional steps.
Absence types would be your center of traction as absence category, absence plan, absence certificate,
absence reason will be linked with absence types only.
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Understand with examples
There are many new concepts and terminologies introduced in Fusion absence management, which are
worth to explain but I think the best idea would be to understand them with an example. I will talk
about them in more details when the time will come.
Business requirement:
1. There is a need to setup absence type of “Annual Vacation” in your organization for fulltime and active
payroll employees
2. employee who has been in the organization for more than 10 years will receive 24 days of annual leave
(entitlement) in an year and rest will receive 18 days.
3. The entitlement will be given on a monthly basis (end of the month)
4. employees can take their unused leaves to next year but not more than 5.
5. At any point of the time no employee will have more than 30 days of leave balance.
6. Employees will be allowed to over withdraw but balance should not go less than 2.
7. Employees should also not be able to apply Annual Vacation for more than 5 days.
8. Hr Administrator should have access to adjust Annual Vacation balance for any employee.
So, far this example, setup steps would be as follows
Create eligibility profile
As the Annual Vacation is only for active employees with active payroll, we need to create eligibility profile
and later add this with absence types so that all eligible employees will be enrolled automatically.
Navigation : Navigator » Workforce Management » Absence Administration » Manage Eligibility Profile
Click on the Manage Eligibility Profiles under Tasks and then click on Create icon to select Create
Participation Profile
Once you click on the Create Participation Profile following page will appear. Now enter the name
(Name is generic and same eligibility profile can be attached with more than one absence types, so give a
common name). Make sure status is Active and other details as shown in the screenshot below.
Once you enter basic details click on Employment Tab and then Assignment Status sub tab and click on
Add icon. Enter the detail as follow
1. Sequence : 10
2. Assignment Status : Active – Payroll Eligible
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Similarly click on Assignment Category sub tab and make entries as follows. Once done click on Save
and Close
Sequence : 20
Full Time or part time : Fulltime Regular
Create Derived Factors
As per the requirement employee who has been in the organization for more than 10 years will receive 24
days of annual leave (entitlement) in an year and rest will receive 18 days. So for this we need to define
Derived Factors based on the length of service. We will link this derived factor with Absence Plan later in
the course.
Navigation : Navigator » Workforce Management » Absence Administration » Manage Derived Factors
Select the Length Of Service tab and then click on the Create icon under the Search Result section. This
will open a new window. Give it a name and enter other details as follows. Once done click on Save and
Close
Unit of Measure : Years
Period Start Date Rule : Date of hire
Determination Rule : As of event date
Create Repeating Time Periods
Now it is time to create accrual time periods. As per the requirement employees will be accrued every
months. We will link this time period with absence plan later.
Navigation : Navigator » Workforce Management » Absence Administration » Manage Repeating Time
Periods
Once you have clicked on Manage Repeating Time Periods, please click on Create icon under Search Result
► Absence Management
► Sickness Absence
► Requirements Management
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section and enter details as follow. Once done click on Save and Close
Name : <Any Name>
Period Type : Monthly
Period Length : Calendar Month
Sample Start Date : <Select Plan Cycle Start Date Ex: 1st Jan of the current year>
Create Absence Plan
We can say that prerequisites to create absence plan are done. Now it is time to create absence plan
Annual Vacation and link attributes we have created so far.
Navigation : Navigator » Workforce Management » Absence Administration » Manage Absence Plans

Enter the details as follow and click on Continue
Effective AsofDate : < Give any past date since you want to use the plan >
Legislation : <Select your legislation>
Plan Type : Accrual
Now I feel it is time to talk a little bit about different plan types available in Fusion Absence Management.
There are three different plan types available in Fusion Absence Management, which are given below:
Accrual
Use this type to create absence plans that enable workers to accrue time for the purpose of taking
paid leave, for example, a vacation plan. Our requirement qualifies for this plan type.
Qualification
Use this type to create an absence plan where workers qualify for the plan as a result of events, such
as long term illness or maternity, and receive payments during the absence period.
No Entitlement
Create absence plans of this type to track paid or unpaid absences without maintaining an accrual
balance or providing leave entitlements, such as periodic accruals. You can also use plans of this type
in combination with a qualification plan. For example, use a noentitlement plan to pay workers if they
are not eligible for a standard maternity absence qualification plan.
Difference between Accrual Plan and Qualification Plan
Accrual Plans Qualification Plans
Eligibility determined at point of employment event
(example: hire) and employee is enrolled
Eligibility is used to qualify employee for entitlements
when absence is scheduled or recorded
Accruals are run at configured intervals and
balances are calculated
System evaluates eligibility and entitlements as of a
“qualification date”
System evaluates balances as of the absence end
date
No enrollment data is held
Plan termination based on employment termination
or loss of eligibility
Termination of employment may still require payment
of outstanding entitlements
It is also worth to mention that Absence Plans are the bridge between Fusion Absence Management and
payrolls. So if you want Fusion Payroll to take care about the absence payment Plan must exist.
Okay so now we know what are the different plan types delivered by Fusion Absence Management and

when they should be used. Now lets come back to where we were.
As soon as you click on Continue following page will appear. Ensure Plan Attributes tab is selected.
Please enter the details as given below:
Plan : Annual vacation
Legislative Data Group : <Select from the list>
Status : Active
Plan UOM : Day
Type : Calendar Year
Calendar : 1sy Jan of the current month
Now click on the Participation tab and click on Select and Add under Eligibility section, a popup will
appear. Enter values as follow and click on Save and Close
Sequence : 10
Eligibility Profile : <Eligibility Profile That you created earlier>
Now click on Accruals Tab and enter details as follow:
Accrual Definition : Matrix
Payment Percentage : 100%
Accrual Method : Incremental
Accrual Frequency Source : Repeating period
Repeating Period : <Repeating Period created in earlier step>
Ceiling Rule : Flat Amount
Ceiling : 30 Days <This is our requirement that no employee will have more than 30 days of annual
vacation balance>
Allow Negative Balance : Yes [Select the checkbox]
Negative Balance Limit : 2 <This is our another requirement that employee can over withdraw but not
more than 2>
Carryover Rule : Include in Matrix
When you click on the Create enter the detail as follow
Sequence: 10
Accrual: 1.5
Carryover Limit : 5

Expression Builder : Click on expression Builder icon, which will open a new window. Click on Derived
Tab » Click on Folder Length of service » Select the
length of service <Avi Length of Service> we created
earlier » Click on Insert to expression » click on
operators tab » Click on operators Folder » Select Less
Than » Click on Insert to expression » Click on
Expression Region and enter numeric value 5 » Click OK
Once again click on Create icon and make another entry as follow
Sequence: 20
Accrual: 2
Carryover Limit : 5
Expression Builder : Follow the same steps but this time values should be like
[LengthOfService.AviLengthOfService] >= 5
Information : Just in case if the requirement would have
been that a new employee who has just been enrolled to
Annual Vacation will continue to accrue from first day but
can not use the accrued leave for first two months, you will
make use of Accrual Vesting Rule introduces in Fusion Absence Management. Setting would look as given
in the screenprint.
Now click on the final tab Entries and Balances
As the requirement also says that HR administrator should be able to adjust the Annual Vacation balance
we need to enable this option over here. Just select the check box Other Adjustments and select all
values from Other Adjustment Reasons
Information : If you want to pass the information to payroll for calculation (including Rate Definition) you
select the checkbox to yes for “Transfer absence payment information for payroll processing” under
Payroll Integration
Click on Save and Close
Create Absence Types
Now it is time to create absence types.
Navigation : Navigator » Workforce Management » Absence Administration » Manage Absence Types
As soon as you click on Manage Absence Types a popup window will appear there you need to enter
following details and click on Continue
Effective Asof Date : <Any Date Should be past date before or equal to your absence plan start date>
Legislation : Select from the list
Pattern : Generic absence
I believe this is time to talk about the different Patterns available in Fusion Absence Management.
An absence pattern contains a predefined set of rules that you can use as a starting point to create an
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absence type. The pattern that you select determines whether special fields appear on the absence type
pages, as well as the options available to display and process various aspects of absence recording. For
example, the Illness or injury pattern displays a field that enables you to select whether the absence type
applies for childbirth or adoption placement. Fusion Development maintains patterns and there is no UI
available to users to update content of patterns. Following are the three patterns available in Fusion
Absence Management.
Illness or injury
Childbirth or placement
Generic absence
Okay, so as soon as we click on Continue following page will appear
Enter the details as follow
Name : Give it a name
UOM : Days
Legislative Data Group : <Select from the list>
Status : Active
Maximum Duration Alert : Error [Since this is our requirement not to allow more than 10 days of leave]
Maximum Duration : 10
Select following three check boxes
Enable Employee Update
Enable Employee Update
Enable Administrative Update
Click on the tab Plans and Reasons and click on Select and Add to make entry as follows
Plan : Our plan that we created earlier <Annual Vacation>
Status : Active
Priority : 1
Click OK
Now click on next tab Display Features and make sure you have selected following options for section
Additional Details
Also please make sure you have following details for section Dates and Duration

Now our Annual Vacation plan setup is done. Few more steps would be to check the employees vacation,
adjust their balance and schedule absence.
Enroll a Worker to Annual Vacation Plan
Login as HR administrator and follow below navigation
Navigator » Workforce Management » Person Management » Search For a worker » Tasks » Absences »
Manage Absence Record
Now Click on enrollment and adjustment and then click on Add Enrollment. This will bring a popup
where select the plan Annual Vacation and enrollment Start Date

Now first select the plan Annual Vacation and click on Accrual and select Run Accrual for selected
Plan
This will bring a popup where you select the current date and click on yes. After than you can check the
balance in Annual Vacation row.
You can also adjust the balance by selecting Enrollments and Adjustments » Adjust Balance.
Scheduling the vacation
In Fusion Absence Management submitting/raising absence is more commonly known as scheduling
absence. Okay, we have worked hard to configure Annual vacation now it is time to check how it works.
Remember one of the requirement was not to allow workers to schedule Annual Vacation for more than 10
days so lets test that.
Login as worker and follow below navigation :
Navigation : Navigator » My Information » My Protrait » Actions » Manage Absence Records
Click on Add icon and select Absence Type. Enter the Start Date and End Date so that the duration is more
than 10 days and click on Submit. You should get following error message.


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Information : You can also setup different approval process for your absence. To Get some idea on how
approval process can be customized in fusion please follow the post Configure and Customize Approval
Rules in Oracle Fusion
Additional Resource for Fusion Absence
Management
You may be interested to check following oracle note Ids
Fusion Absence Management: How to Audit a Leave Adjustment (Doc ID 1947741.1)
Fusion Absence Management: Overlapping Absences Not Allowed in Fusion Release 8 (Doc ID
1943782.1)
Share your thought
Do let me know how did you like this post by commenting in comment section and also please review the
post. Based on the request I may plan to write on other plan types with integration with payroll.
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Tagged with: ABSENCE MANAGEMENT FUSION ORACLE
ABOUT AVINASH PATEL
Avinash Patel is an Oracle Fusion and R12 HCM Certified Implementation Specialist techno
functional consultant with more than 9 years of experience.
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