everything about pto

8/12/2019 Everything About PTO

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11iHRMS Almost Everything you Wanted to Know

about PTO Paid Time O!

Tired of jumping through hoops to set up PTO?

Sherri Harley HRMS 7/31/20141





ACCRUAL PLAN STRUCTURE 3

ACCRUAL BALANCES MA NTA NE! B" T#E PA"ROLL RUN $

%h& Use ' P'&ro(( B'('n)e? 4

#o* The B'('n)e s M'int'ined 4

NOTES +

%h& 'm pi),ing n)re'sing? 14Increasing Balances of Time Taken 14Decreasing Balances of Time Remaining 14

-ener'ted E(ements 17

#o* To Set Up An A))ru'( P('n To Use ' B'('n)e 18Seeded Accrual Type Formulas 21Ineli i!ili"y Formula 22#escrip"ion o$ Seeded Accrual Formulas 22Summary o$ Rules in Seeded Formulas 24%han in and Addin Rules in Formulas 25

A))ru'( St'rt !'te for Ne* #ires 25&eriod o$ Ineli i!ili"y 26'a"ch (lemen" (n"ry and "he Ineli i!ili"y &eriod 26Ho) "he Seeded &T*+&A,R*--+'A-A.%(+%A-% -ATI*. Formula In"erpre"s "he S"ar"Rules 26

A))ru'( B'nds 27-en "h o$ Ser ice 'ands 27-en "h o$ Ser ice * erride 28*"her 'andin %ri"eria 28

#e(pfu( Notes.!o)uments 29oal 34

Fi 34






A))ru'( P('n Stru)ture

In *racle HRMS accrual plans are !ased on elemen"s $ormulas and a ne" accrual calcula"ion All o$ "hese are a aila!le $or you "o con$i ure so you ha e comple"e con"rol o er "he rulesunderlyin your plans *racle HRMS does no" s"ore ne" accrual "o"als I" calcula"es rossaccruals dynamically !y callin "he Accrual $ormula The ne" accrual calcula"ion speci$ies "heelemen" en"ries "ha" should add "o or su!"rac" $rom "his $i ure "o crea"e "he ne" en"i"lemen"

I$ you use *racle &ayroll you can se" up your accrual plan so "ha" ross accruals are s"ored in apayroll !alance (ach payroll run re"rie es "he la"es" !alance and calls "he accrual $ormula "ocalcula"e ne) accruals since "he end o$ "he las" payroll period This approach 5 usin a payroll!alance 5 is op"ional !u" pro ides per$ormance enhancemen"s i$ you need "o calcula"e accruals ina !a"ch process






A))ru'( B'('n)es M'int'ined B& the P'&ro(( Run

I$ you use *racle &ayroll you can choose "o use a payroll !alance "o s"ore ross accruals $or anaccrual plan ,ou do "his !y selec"in a !alance dimension 6such as calendar year "o da"e )henyou de$ine "he accrual plan The sys"em "hen au"oma"ically enera"es "he !alance ando"her componen"s you re8uire

%h& Use ' P'&ro(( B'('n)e?

Some !a"ch processes such as "he S %hec9 :ri"er call "he accrual $ormula "o calcula"e &T*accruals $or each assi nmen" I$ you use such processes you )ill !ene$i" $rom $as"er !a"chprocessin i$ you se" up your accrual plan "o use a payroll !alance This reduces "he num!er o$ calcula"ions "he $ormula has "o per$orm

#o* The B'('n)e s M'int'ined

&ayroll Run calls "he &ayroll Formula 6da"a!ase i"em calls "he Accrual Formula "ha"ma9es an en"ry "o "he 'alance (lemen" Feedin "he &ayroll 'alance The payroll run main"ains "he payroll !alance :hen "he payroll run processes an accrualplan elemen" en"ry i" calls an *racle &ayroll $ormula associa"ed )i"h "he accrual plan elemen"

This $ormula calls your accrual $ormula "o calcula"e "he ross accrual passin in "he $ollo)inin$orma"ion;

<The name o$ "he da"a!ase i"em $or "he payroll !alance so "he accrual $ormula can re"rie e "henum!er o$ days or hours curren"ly in "he payroll !alance

<#a"e "o !e in calcula"in ne) accruals )hich is "he day a$"er ei"her "he #a"e (arned or "he #a"e &aid o$ "he las" payroll period in )hich "he assi nmen" )as processed

,ou can choose )he"her "he $ormula uses #a"e &aid or #a"e (arned !y selec"in "he &ayroll'alance Type $or your !usiness roup in "he *r ani=a"ion )indo)

!'te E'rned is "he da"e "he payroll run uses "o de"ermine )hich elemen" en"ries "o process In.or"h America 6and "ypically else)here "oo i" is "he las" day o$ "he payroll period !einprocessed

!'te P'id is "he da"e "ha" appears on pay ad ices The payroll run uses "his da"e "o selec""a a"ion rules and s"ore !alances In some le isla"ions "hese da"es are al)ays "he same

<%alcula"ion da"e )hich is ei"her "he da"e earned or "he da"e paid o$ "he payroll run The accrual $ormula re"urns "he ne) ross accrual "o an elemen" "ha" $eeds "he !alance So normally "he $ormula only has "o calcula"e accruals since "he las" payroll run and add "his

alue "o "he e is"in payroll !alance Ho)e er i$ "he accrual $ormula $inds a!sences en"eredre"rospec"i ely i" recalcula"es accruals $or "he )hole year This is "o ensure "ha" "he employeerecei es "heir $ull accrual en"i"lemen"






S"ep 1; /or Time C'rd Re0uired 1 N2Must e 'n nform'tion E(ement4 ;.a i a"ion &a"h > To"al %ompensa"ion > 'asic > (lemen" #escrip"ion

%omple"e "he $ollo)in $ields;

1 N'me ? The .ame o$ "he (lemen"

2 Reporting N'me ? Then name "ha" )ill prin" on "he chec9s/deposi" ad ices

3 C('ssifi)'tion ? In$orma"ion

4 T&pe ? .on@Recurrin

BTermin'tion ? In "his e ample I ha e chosen Final %lose B

C Mul"iple (n"ries )ill de$aul" "o !ein chec9ed 6"his is *D

7 &rocess in Run )ill de$aul" "o !ein chec9ed 6"his is *D / Sa e

Notes5

BThe Termina"ion Rule on "his elemen" 6"a9en elemen" de$aul"s "o EFinal %loseE "ermina"ion ruleonly For ( ample; i$ "he cus"omer chooses Final Termina"ion "hey should chan e "he Accrual&lan "o Ac"ual Termina"ion i$ no" "he Accrual &lan )ill con"inue "o accrue in accordance )i"h "he(nd (mploymen" $orm i e i$ "he Final &rocess #a"e is le$" !lan9 "he plan )i"h 9eep accruin






&rocess in Run @ 6.o"e; I$ "his is an a!sence elemen" $or a &T* A))ru'( P('n #* .*T S(-(%T&rocess In Run nchec9 "his !o i$ necessary

S"ep 2; *pen "he Fur"her In$orma"ion Fle Field


1 C'tegor& ? A!sence Hours

Sa e

Sherri Harley HRMS 7/31/2014C





S"ep 3; o "o Inpu" alues


67 N'me ? (n"er any name you )an" such as Hours

87 Units ? Hours in #ecimal $orma" 62 places

Notes5

(nsure "ha" "here are a" a minimum "he $ollo)in ")o inpu" alues are lis"ed;1 ni"s "ype o$ #a"e2 ni"s "ype o$ Hours 6mus" !e in Hours in #ecimal $orma" 62 places

As a rule al)ays add 6or eri$y "hese "o Inpu"s "o !e a!le "o add addi"ional elemen"/s "o "he .%R6.e" %alcula"ion Rules on "he Accrual &lan $orm

SA (






S"ep 1; /or Time C'rd Re0uired 1 " 2Must e 'n E'rnings E(ement 4.a i a"ion &a"h > To"al %ompensa"ion > 'asic > (arnin s


1 N'me ? The .ame o$ "he (lemen"

2 Reporting N'me ? Then name "ha" )ill prin" on "he chec9s/deposi" ad ices

3 C('ssifi)'tion ? (arnin s

4 C'tegor& ? Re ular .on@:or9ed

C'()u('tion Ru(e ? H* RS+G+RAT(+M -TI&-(+.*.R(% R+ 2

C T&pe ? .on@Recurrin

7 BTermin'tion ? Ac"ual Termina"ion BSa e

Notes

BThe Termina"ion Rule on "his elemen" de$aul"s "o "he Accrual &lan 6associa"ed For ( ample; i$"he cus"omer chooses Final Termina"ion "hey should chan e "he Accrual &lan "o Ac"ualTermina"ion i$ no" "he Accrual &lan )ill con"inue "o accrue in accordance )i"h "he (nd(mploymen" $orm i e i$ "he Final &rocess #a"e is le$" !lan9 "he plan )i"h 9eep accruin







O9erride Regu('r ? Selec" $rom -* ,es !u" in "he $ield you )ill see T:hen usin an (arnin &T* "a9en elemen" "he elemen" mus" ha e "he se men" E* erride Re ularEse" "o ,(S I$ se" "o E.oE "hen "he &T* "a9en elemen" )ill no" o erride "he Re ular Salary/Re ular :a es elemen"

I$ an up rade cus"omer "he se men" may !e named &A,MIG %AT( *R, i$ "his is "he name "healue )ill !e TimeL

(arnin s mus" !e se" "o Re ular in order $or "he correc" alues "o display in "he * erride Re ular -*

Redu)e Regu('r 1 .o @ I$ "his elemen" !ein used $or "imecard re8uired employees only i$ you chec9ed "his !o 6)hich means ,es Reduce Re ular i" )ill decrease "he Re ular :a es !y "he amoun" o$ aca"ion "a9enThe o"her $ields are op"ional $or "he cus"omer "o en"er Sa e

S"ep 4; %lic9 on Inpu" alues;






Notes ;

(nsure "ha" a" a minimum "he $ollo)in ")o inpu" alues are lis"ed;1 ni"s "ype o$ #a"e2 ni"s "ype o$ Hours 6mus" !e in Hours in #ecimal $orma" 62 places

As a rule al)ays add 6or eri$y "hese "o Inpu"s "o !e a!le "o add addi"ional elemen"/s "o "he .%R6.e" %alcula"ion Rules on "he Accrual &lan $orm

SA (






S"ep ; %rea"e -in9 $or "his elemen"

.a i a"ion &a"h > To"al %ompensa"ion > 'asic > -in9


1 %lic9 on Sa e $or a lo!al lin9 or chec9 "he -in9 "o All &ayrolls !o / sa e

2 B%us"omers can crea"e speci$ic i$ needed ho)e er "hey may ha e pro!lems )hen "he cri"eria chan es

Notes

B enerally *racle recommends "ha" cus"omers use open lin9s $or &T* !ecause o$ complica"ionsTypically &T* enera"es "he open lin9s au"oma"ically )hich oes some )ay in pre en"in "hispro!lem;For ( ample; I$ "he lin9 cri"eria is !ased on assi nmen" ca"e ory and "he personEs assi nmen"

ca"e ory chan es on "he 1 "h an "he personEs lin9 eli i!ili"y s)i"ches $rom one lin9 "o ano"herThis au"oma"ically end@da"es "he persons e is"in &T* elemen" on "he 1 "h an and crea"es ane) elemen" lin9ed "o "he ne) lin9 $rom "he 1C"h an Technically "his has "he same a$$ec" asremo in "he person $rom one accrual plan and pu""in "hem on ano"her

:i"h "he curren" &T* $unc"ionali"y "here is no mechanism "o "rans$er accruals $rom one plan "oano"her So i$ an employee lea e &lan A in "he middle o$ "he year and Noin &lan ' "hey lose all "heyearEs accruals $or plan A To correc" "he cus"omer )ould ha e "o crea"e an adNus"men" elemen"and add "o "he .%R 6.e" %alcula"ion Rules on "he Accrual &lan

The links would be the same on both an Earnings and Information Elements!






S"ep C; %rea"e A!sence 6*&TI*.A-

.a i a"ion &a"h > To"al %ompensa"ion > 'asic > A!sence Type

This s"ep may s9ipped i$ &T* is no" en"ered usin "he a!sence $orm Meanin end users onlyen"er "hrou h 'a"ch (lemen" (n"ry 6'((

(n"er "he $ollo)in $ields N'me ? A!sence$or Time%ard Re8+,es

C'tegor& ? aca"ion 6A!sence+%a"e ory mus" !e To eri$y "his )i"h "he cursor in "he %a"e ory $ield @ o "o Help > #ia nos"ics > ( amine Block = ABT Field = ABSENCE CATE "#$ %A&'E = This should ha(e a )%* listed

Associa"ed (lemen" .ame ? GGG+ ac+Ta9en+(arn Selec" "he elemen" you are usin "o record &T* 6s"ep 1 Inpu" alue ? Hours 6or #ays ni"s ? Hours 6or #ays 'alance ? Increasin

(n"er Reasons i$ you )an" "o use "hem / SA (






%h& 'm pi),ing n)re'sing?

Increasing Balances of Time Taken

As you )ould e pec" an increasin !alance $or an a!sence "ype s"ar"s )i"h no "ime en"ered andincreases as you en"er employeesJ hours or days a!sen" For e ample i$ "he a!sence "ype%ompassiona"e -ea e has an increasin !alance "he !alance s"ar"s $rom =ero $or eachemployee and increases !y "he num!er o$ hours en"ered $or each a!sence o$ "his "ypeIncreasin !alances are appropria"e $or mos" a!sence "ypes For a!sence "ypes $or )hich youren"erprise se"s a ma imum "ime allo)ed "he sys"em issues a messa e )hen an en"ry o$ "imea!sen" e ceeds "his ma imum or *racle Aler" can no"i$y you )hen an employee reaches"he ma imum "ime or "a9es e cess "ime See; "racle Alert 'ser*s uide:hen de$inin an a!sence "ype $or a &T* accrual plan you i e i" an increasin !alance "ha"sho)s "he employeeJs accrued "ime "a9en :hen you record an a!sence usin "he A!sence#e"ail )indo) you can see "he amoun" o$ accrued "ime a plan par"icipan" has a aila!le $or use as aca"ion or sic9 lea e

Decreasing Balances of Time Remaining

I$ your en"erprise se"s a ma imum "ime allo)ed $or an a!sence "ype "ha" is no" connec"ed "o a&T* accrual plan you ha e "he op"ion o$ se""in up a decreasing balance $or "his "ype ins"ead o$an increasin !alance For e ample suppose your en"erprise allo)s cer"ain employees 32 hourslea e per year $or pro$essional de elopmen" The &ro$essional -ea e a!sence "ype can ha e adecreasin !alance and an ini"ial en"ry o$ 32 hours I$ you record an employee a!sence o$ 4hours $or "his a!sence "ype "he decreasin !alance sho)s 2 hours s"ill a aila!le "o !e "a9en#ecreasin a!sence !alances re8uire more main"enance "han increasin !alances They need aprora"ed ini"ial !alance en"ry $or all eli i!le ne) hires "hrou hou" "he year and re8uire rese""ineach year $or all eli i!le employees .o"ice "ha" an a!sence "ype canno" ha e !o"h a decreasinand an increasin !alanceO i" has one or "he o"her






S"ep 7; To"al %ompensa"ion > 'asic > Accrual &lans

To Se"up "he &T* Accrual &lan 6'ased on a %alendar ,ear (n"er "he $ollo)in :RE;U RE! J in$orma"ion; P('n N'me ? GGG+ aca"ion+&lan A))ru'( C'tegor& ? aca"ion A))ru'( St'rt ? Hire #a"e Some plans do no read "he Accrual S"ar" alue 5 This rule de"ermines "he da"e on )hich ne)lyhired employees !e in "o accrue &T* %urren"ly only "he&T*+&A,R*--+'A-A.%(+%A-% -ATI*. P &T*+&A,R*--+%A-% -ATI*. use "his alue

( If +ou select Beginning of +ear , be ad(ised- this means the Beginning of the $ear‘FOLLOWING’ the .ire /ate*0

A))ru'( Units ? Selec" Hours or #ays 5 !ased on "he "a9enJ elemen"s Inpu" alues6con"rols )ha" elemen"s are displayed on "he -* in "he A!senceIn$orma"ion !loc9

Accrual Formulas A))ru'( /ormu(' N'me ? &T*+&A,R*--+'A-A.%(+%A-% -ATI*.

I$ cus"omers are usin *racle &ayroll i" is recommended "ha" "hey use one o$ "he $ormulas )i"h"he )ord 'alanceJ in i" These $ormulas are )ri""en )i"h "he ne) !alance archi"ec"ure and should!e used $or accura"e !alances on chec9s P deposi" ad ices 6as )ell as $as"er processin "imeI$ cus"omers are HR *nly "hey should use "he $ormulas :ITH* TJ "he )ord !alance






C'rr&o9er /ormu(' N'me ? &T*+&A,R*--+%ARR,* (R &ayroll Formula 1 Au"oma"ically popula"ed )hen youJ e selec"ed a 'alance Rese" #a"e o"her "han no 'alance )hen you Sa e "he record

Absence Information N'me ? GGG+ ac+Ta9en+(arnin

6elemen" )as crea"ed in s"ep 1 ni"s ? Hours

1a+roll Balance #eset /ate

B'('n)e Reset !'te 1 f using the seeded formu(' 's in the e<'mp(e of&T*+&A,R*--+'A-A.%(+%A-% -ATI*. "hen you mus" selec" 01 anuary as "his is ho) "ha"$ormula is )ri""en

Ho)e er "his is no" a hard an 1@ #ec 31 5 I"Js !ased on "he payroll da"es

!imension N'me ; Au"oma"ically assi ned !ased on "he &T* 'alance Type $ield

Note5 :here does "he 'alance #imension .ame on "he Accrual &lan come $rom )hen I selec" a'alance Rese" #a"eQ.a i a"ion; :or9 S"ruc"ures > *r ani=a"ion > #escrip"ion > uery up "he appropria"e*r ani=a"ion > In "he *r ani=a"ion %lassi$ica"ion selec" 'usiness roup > %lic9 "he E*"hersE!u""on > Selec" &T* 'alance Type

This desi na"es ho) "he ross accrual plan !alances )ill !e s"ored @ ei"her on #a"ed (arned 6&ay&eriod (nd #a"e or #a"e &aid 6%hec9 #a"e The de$aul" is #a"e &aid The payroll run main"ains"he payroll !alance I" calcula"es accruals $rom "he day a$"er ei"her "he #a"e (arned or "he #a"e&aid o$ "he las" payroll period in )hich "he assi nmen" )as processed

:hen you add an Accrual plan and clic9 a 'alance Rese" #a"e 6"ha" is no" .o 'alance a#imension is assi ned !ased on "he &T* 'alance Type se""in ;

:hen usin "he 'alance Type E#a"e &aidE +AS +&T*+,T# )ill !e "he 'alance #imension:hen usin "he 'alance Type E#a"e (arnedE +AS +&T*+#(+,T# )ill !e "he 'alance #imension SA ( )hen comple"ed






-ener'ted E(ements

The sys"em enera"es "he $ollo)in elemen"s )hen you sa e a ne) accrual plan;

< An elemen" represen"in "he plan and )hich has "he same name as "he plan ,ou use "hiselemen" "o enroll par"icipan"s in "he plan

< An elemen" "o hold par"icipan"sJ unused &T* "ha" is a aila!le $or carry o er "o "he ne " year

< An elemen" "o hold residual 1T" "ha" is unused &T* no" a aila!le $or carry o er under planrules

I$ you use *racle &ayroll and ha e elec"ed "o s"ore ross accruals in a payroll !alance "hesys"em also enera"es;

< An elemen" "o $eed a payroll !alance This elemen" recei es an en"ry $rom "he accrual $ormuladurin a payroll run

< A "a in elemen" )hich "he payroll run uses "o 9eep "rac9 o$ re"rospec"i e a!sences 6and o"her elemen" en"ries included in "he ne" accrual calcula"ion "ha" need "o !e included in "he ross

accrual calcula"ion

The %arried * er and Residual elemen"s ha e inpu" alues "ha" au"oma"ically recei e en"ries)hen you run "he &T* %arry * er process;

<Hours or #ays 6dependin on "he planJs uni"s

<($$ec"i e #a"e<( piry #a"e 6on "he %arry * er elemen" )hich is "he da"e !y )hich "he employee mus" use "hecarried o er "ime

*racle HRMS au"oma"ically lin9s "hese elemen"s usin "he same lin9 cri"eria "ha" you crea"ed $or"he a!sence elemen" associa"ed )i"h "he plan I$ you chan e "he lin9s $or "he a!sence elemen"you should also upda"e "he lin9s $or "he o"her plan elemen"s






#o* To Set Up An A))ru'( P('n To Use ' B'('n)e

I$ you )an" "he payroll run "o main"ain an accrual !alance you mus" use a $ormula "ha" suppor"s!alances This means "ha" "he sys"em can pass "he la"es" accrual !alance "o "he $ormula alon)i"h "he da"e "o s"ar" calcula"in ne) accruals "o add "o "he !alance

,ou can use or con$i ure one o$ "he $ollo)in seeded $ormulas;

<&T*+H#+A..I (RSAR,+'A-A.%(

<&T*+&A,R*--+'A-A.%(+%A-% -ATI*.

<&T*+SIM&-(+'A-A.%(+M -TI&-I(R

,ou mus" also selec" a !alance dimension )hen you de$ine "he accrual plan The !alancedimension con"rols "he period o$ "ime o er )hich "he !alance accumula"es !e$ore i" is rese" "o=ero Three "ypes o$ dimension are prede$ined;

Note5 For each "ype "here are ")o dimensions se "he #a"e (arned dimension 6such as +AS +&T*+ !E +,T# i$ you selec"ed #a"e (arned as "he &T* 'alance Type $or your !usiness roup *"her)ise use "he #a"e &aid dimension 6such as +AS +&T*+,T#See; 'usiness roups; Selec"in a &T* 'alance Type 'sing "racle .#2S,,The Fundamentals

< +AS +&T*+,T# and +AS +&T*+#(+,T#The !alance accumula"es o er a calendar year rese""in on 01 anuary Selec" one o$ "hesedimensions i$ you are usin "he &T*+&A,R*--+'A-A.%(+%A-% -ATI*. $ormula

< +AS +&T*+SM+,T# and +AS +&T*+#(+SM+,T# The !alance accumula"es o er a yearrese""in on 01 une or a" "he end o$ "he payroll period "ha" con"ains "his da"e Selec" one o$

"hese dimensions i$ you are usin "he &T*+SIM&-(+'A-A.%(+M -TI&-I(R $ormula

< +AS +&T*+H#+,T# and +AS +&T*+#(+H#+,T#

The !alance accumula"es o er a year rese""in on "he anni ersary o$ "he employeeJs hire da"eor a" "he end o$ "he payroll period "ha" con"ains "his da"e Selec" one o$ "hesedimensions i$ you are usin "he &T*+H#+A..I (RSAR,+'A-A.%( $ormulaI$ you re8uire your !alance "o accumula"e o er a di$$eren" period o$ "ime or rese" a" a di$$eren"da"e you mus" crea"e your o)n !alance dimension For $ur"her in$orma"ion on !alancedimensions see "he "echnical essay 'alances in *racle &ayroll in Im3lementing "racle.#2S.o"ice "ha" "he *racle &ayroll $ormula payroll !alance elemen" "ha" $eeds "he !alance elemen"lin9 and $ormula processin and resul" rules are all enera"ed !y "he sys"em )hen you sa e your

accrual plan






S"ep 7a; Accrual 'ands

A))ru'( B'nds

I$ usin "he &T*+&A,R*--+'A-A.%(+%A-% -ATI*. or &T*+&A,R*--+%A-% -ATI*.en"er !and in$orma"ion !ased on your policy 6"his could !e days or hours dependin on your se"@up

"e'rs of Ser9i)e 1 (n"er appropria"e ran es $or "he accrual amoun"s $or !usinessAnnu'( R'te ? (n"er "o"al hours or days i en $or "he year M'<imum C'rr&o9er ? (n"er "he Ma imum amoun" "he employee can carryo er a" year endCei(ing ? (n"er "he ma imum amoun" o$ aca"ion IT# "he employee can ha e

Sa e

%lose Form

Sherri Harley HRMS 7/31/20141K





S"ep 7!; To 'dd 'ddition'( e(ements to 'n A))ru'( P('n selec" .e" %alcula"ion Rules;

The .e" %alcula"ion $ormula re8uires inpu" o$ hours as )ell as "he da"e "ha" "he &T* plan!ecomes e$$ec"i e Tha" means "ha" any elemen" associa"ed )i"h &T* plans mus" ha e ")o inpu"

alues @ one )i"h ni"s "ype o$ Hours and one )i"h ni"s "ype o$ #a"e I$ !o"h inpu" alues are no"presen" "he elemen" )ill no" sho) in "he lis" o$ alues !ecause "he user )ill no" !e a!le "oen"er "he necessary in$orma"ion $or processin )i"hou" "hem

I$ "he elemen" is no" sho)in up in "he -* on "his $orm chec9 "he $ollo)in ; 1 %hec9 "he elemen" de$ini"ion $or "he elemen" "ha" is no" sho)in up on "he lis" o$ alues2 (nsure "ha" "here are a" leas" ")o inpu" aluesO one )i"h ni" "ype o$ #a"e and one )i"h ni"

"ype o$ Hours 6mus" !e Hours in 2 decimal places3 %hec9 "he -in9 "o (lemen" "o ensure (lemen" is U-in9ed

4 I$ an (arnin s (lemen" eri$y "he O9erride Regu('r #FF is popula"ed 2See p'ge =4






A out /ormu('>s5

A))ru'( /ormu('s

Mos" accrual plan rules are incorpora"ed in ")o $ormulas;< An Accrual $ormula )hich calcula"es "he amoun" o$ &T* accrued a" any i en "ime and< A %arry * er $ormula )hich re"urns "he ma imum amoun" o$ accrued "ime "ha" a planpar"icipan" can carry o er "o "he ne " plan period "he da"e on )hich "his carry o er is e$$ec"i e

6normally "he $irs" day o$ "he ne) accrual "erm and any e piry da"e !y )hich "he carried o er&T* mus" !e used or $or$ei"ed

Seeded A))ru'( T&pe /ormu('s

There are $our seeded $ormulas 6o$ $ormula "ype Accrual $or calcula"in accruals (ach

repea"edly calls ano"her $ormula 6o$ "ype Accrual Su!$ormula in a loop "o calcula"e "he accrual$or each accrual period There is a %arry * er $ormula supplied "o use )i"h each Accrual $ormulaThe "op le el seeded Accrual $ormulas are;

<&T*+&A,R*--+'A-A.%(+%A-% -ATI*.<&T*+SIM&-(+'A-A.%(+ M -TI&-I(R<&T*+R*--I. +A%%R A-<&T*+H#+A..I (RSAR,+'A-A.%(

The $ormulas )i"h 'alance in "heir names can !e called $rom "he payroll run "o main"ain a!alance o$ ross accruals

Note5

There are also ")o seeded $ormulas called &T*+&A,R*--+%A-% -ATI*. and&T*+SIM&-(+M -TI&-I(R These incorpora"e "he same rules as&T*+&A,R*--+'A-A.%(+%A-% -ATI*. and &T*+SIM&-(+'A-A.%(+ M -TI&-I(Re cep" "ha" "hey canno" !e called $rom "he payroll run "o main"ain a !alance o$ ross accruals :erecommend "ha" you use "he $ormulas "ha" suppor" !alances so you can use !alances no) or in"he $u"ure






ne(igi i(it& /ormu('

There is also a seeded Ineli i!ili"y $ormula;

<&T*+I.(-I I'I-IT,+%A-% -ATI*.

,ou may re8uire an Ineli i!ili"y $ormula i$ you use '(( 6'a"ch (lemen" (n"ry "o en"er a!sencesa ains" an accrual plan '(( alida"ion mus" ascer"ain )he"her an employee is eli i!le "o useaccrued &T* on "he e$$ec"i e da"e o$ an a!sence en"ry in a !a"ch line Firs" i" chec9s "he Accrual&lan "a!le so i$ you en"er "he period o$ ineli i!ili"y in "he Accrual &lan )indo) you do no" need "ocrea"e an Ineli i!ili"y $ormulaI$ "here is no ineli i!ili"y in$orma"ion in "his "a!le '(( alida"ion chec9s )he"her "here is anIneli i!ili"y $ormula "o call ,ou need an Ineli i!ili"y $ormula i$ you use '(( and you calcula"e "heperiod o$ ineli i!ili"y )i"hin your Accrual $ormula ra"her "han en"erin i" in "he Accrual &lan)indo) This $ormula is only used !y '((

Note5 I$ you use "he seeded $ormulas you do no" need an Ineli i!ili"y $ormula !ecause "hese$ormulas "a9e "he ineli i!ili"y period $rom "he Accrual &lan "a!le

!es)ription of Seeded A))ru'( /ormu('s

&T*+&A,R*--+'A-A.%(+%A-% -ATI*.

This $ormula calcula"es accruals in "he same )ay as "he accrual $unc"ion in earlier releases o$*racle HRMS I" calls ano"her $ormula "ha" is called &T*+&A,R*--+&(RI*#+A%%R A- I" isdesi ned "o !e used )i"h "he %arry * er $ormula &T*+&A,R*--+%ARR,* (R These $ormulasare !ased on "he $ollo)in rules;

< An accrual "erm o$ one calendar year s"ar"in 1 an So accrual calcula"ions res"ar" a" "he!e innin o$ each calendar year

< An accrual $re8uency !ased on "he par"icipan"Js pay periods So employees on a mon"hlypayroll accrue "ime each mon"h employees on semi5mon"hly payrolls accrue "ime ")ice each

mon"h and so on &T* accrual occurs au"oma"ically $or each eli i!le plan par"icipan" on "he las" day o$ his or her pay period independen"ly o$ any payroll run

< Accrual amoun"s and ceilin are de"ermined !y len "h o$ ser ice

<%arry o er is al)ays e$$ec"i e on 31 #ec o$ "he plan year !ein processed So i$ you run "he%arry * er process and speci$y "he parame"ers J1 anuary 2000J and J&re iousJ 6plan yearThe $ormula calcula"es "he carry o er $or "he year 1 an "o 31 #ec 1KKK and "he resul" has "he

e$$ec"i e da"e 31 #ec 1KKK

<%arry o er e pires a" "he end o$ "he plan year So carried o er "ime )i"h "he e$$ec"i e da"e 31#ec 1KKK mus" !e used !e$ore 31 #ec 2000

<Ma imum carryo er depends on len "h o$ ser ice !ands






&T*+SIM&-(+'A-A.%(+M -TI&-I(R

This is a simple $ormula "o pro ide a use$ul s"ar"in poin" $or your o)n accrual plans I" calls

ano"her $ormula called &T*+SIM&-(+&(RI*#+A%%R A- I" is desi ned "o !e used )i"h "he%arry * er $ormula &T*+SIM&-(+%ARR,* (R

These $ormulas are !ased on "he $ollo)in rules;

< An accrual "erm o$ one calendar year s"ar"in 1 une So accrual calcula"ions res"ar" a" "he!e innin o$ each une

< An accrual $re8uency o$ one mon"h

< Accrual amoun"s and ceilin are $i ed )i"hin "he $ormula

<%arry o er is al)ays e$$ec"i e on 31 May o$ "he plan year !ein processed

<%arry o er e pires a" "he end o$ "he plan year So carried o er "ime )i"h "he e$$ec"i e da"e 31May 1KKK mus" !e used !e$ore 31 May 2000

<Ma imum carry o er is $i ed )i"hin "he $ormula

&T*+H#+A..I (RSAR,+'A-A.%(

This $ormula is ery similar "o &T*+SIM&-(+'A-A.%(+M -TI&-I(R !u" "he accrual s"ar" da"eis "he anni ersary o$ "he employee assi nmen"Js hire da"e

Note5 .o"ice "ha" "he accrual "erm s"ar"s on "he anni ersary o$ "he hire da"e I" is no" a$$ec"ed !y"he en"ry o$ a con"inuous ser ice da"e $or an employee on enrollmen" in "he plan The con"inuous

ser ice da"e a$$ec"s len "h o$ ser ice calcula"ions 6$or accrual !ands and calcula"ion o$ period o$ineli i!ili"y !u" i" does no" a$$ec" "he accrual "erm

&T*+R*--I. +A%%R A-

This is an e ample $ormula $or an accrual plan "ha" does no" ha e a $i ed "erm s"ar" da"e I" calls"he $ormula &T*+R*--I. +&(RI*#+A%%R A- I" is desi ned "o !e used )i"h "he %arry * er$ormula &T*+R*--I. +%ARR,* (R

These $ormulas are !ased on "he $ollo)in rules;

< An accrual "erm o$ one calendar year )i"h no $i ed s"ar" da"e Accruals are calcula"ed $or "hepre ious 12 mon"hs

< An accrual $re8uency o$ one mon"h

< Accrual amoun"s and ceilin are $i ed )i"hin "he $ormula

<%arry o er is no" rele an" since "he accrual "erm ne er ends !u" rolls $or)ard Time is los" i$ i" is no" used )i"hin 12 mon"hs






Summ'r& of Ru(es in Seeded /ormu('s

The $ollo)in "a!les summari=e "he rules incorpora"ed in "he seeded Accrual $ormulas

-en "h o$ Accrual TermA(( Seeded /ormu('s

*ne year

Accrual Term S"ar" #a"ePTO PA"ROLL BALANCE CALCULAT ON

PTO S MPLE BALANCE MULT PLER andPTO #! ANN @ERSAR" BALANCE

PTO ROLL N- ACCRUAL

1 anuary 01 une6&T*+SIM&-(+'A-A.%(+M -TI&-I(R

Anni ersary o$ hire da"e6&T*+H#+A..I (RSAR,+'A-A.%(

.o $i ed da"eO accrualscalcula"ed $or precedin 12mon"hs

Accrual Fre8uencyPTO PA"ROLL BALANCE CALCULAT ON PTO S MPLE BALANCE MULT PL ER

PTO #! ANN @ERSAR" BALANCE 'ndPTO ROLL N- ACCRUAL

&ayroll period Mon"hly

Accrual Amoun"PTO PA"ROLL BALANCE CALCULAT ON PTO S MPLE BALANCE MULT PL ER


#epends on len "h o$ ser ice accrual !ands A $i ed amoun" per mon"h 62 days

Accrual %eilinPTO PA"ROLL BALANCE CALCULAT ON PTO S MPLE BALANCE MULT PL ER


#epends on len "h o$ ser ice accrual !ands Se" )i"hin "he $ormula "o 20 days

-en "h o$ Ser iceA(( Seeded /ormu('s

ses con"inuous ser ice da"e 6i$ presen" or hire da"e Note ; con"inuous ser ice da"e is en"eredusin an inpu" alue on "he accrual plan elemen"

Accrual S"ar" #a"e $or .e) HiresPTO PA"ROLL BALANCE CALCULAT ON PTO S MPLE BALANCE MULT PL ER


%hoice o$ s"ar" rules on Accrual &lan $orm;hire da"e or si mon"hs a$"er hire da"e or 01

an a$"er hire da"e Accrual s"ar"s in "he $irs"

Accrual s"ar"s in "he $irs" accrual period a$"er hire da"e or plan enrollmen" da"e )hiche er is la"er






accrual period a$"er "he chosen da"e 6or planenrollmen" da"e i$ "his is la"er

&eriod o$ Ineli i!ili"yA(( Seeded /ormu('s

Accrued amoun"s are no" credi"ed un"il end o$ period o$ ineli i!ili"y 6en"ered on Accrual &lan$orm )hich is calcula"ed $rom "he hire da"e 6or con"inuous ser ice da"e i$ "his )as en"ered .o"e"ha" accrued amoun"s are no" carried $or)ard i$ "he end o$ "he accrual "erm $alls)i"hin "he ineli i!ili"y period

%alcula"ion o$ ross AccrualPTO PA"ROLL BALANCE

CALCULAT ONPTO S MPLE BALANCE

MULT PL ER'nd PTO #! ANN @ERSAR" BALANCE

PTO ROLL N- ACCRUAL

Sums accruals in all $ull pay

periods o$ "he year endin onor !e$ore "he calcula"ion da"eO"a9es accoun" o$ anyemployee "ermina"ion da"eaccrual s"ar" rules ineli i!ili"yperiod and accrual ceilin

Sums accruals in all $ull

mon"hs o$ "he year endin onor !e$ore "he calcula"ion da"eO"a9es accoun" o$ anyemployee "ermina"ion da"eineli i!ili"y period and accrualceilin

Sums accruals in "he 12

mon"hs endin on or !e$ore"he calcula"ion da"eO "a9esaccoun" o$ any employee"ermina"ion da"e ineli i!ili"yperiod and accrual ceilin

Ch'nging 'nd Adding Ru(es in /ormu('s

I$ you )ri"e your o)n $ormulas 6perhaps usin "he simple mul"iplier or rollin accrual $ormula as a!asis you can chan e any o$ "hese rules and add ne) rules as re8uired Ho)e er your $ormulasmus" re"urn cer"ain alues and mus" chec9 $or cer"ain condi"ions 6such as employee "ermina"ion"o a oid errorsFor in$orma"ion a!ou" re8uired $ormula con"en" see; :ri"in Formulas $or Accrual &lans 'sing"racle FastFormulaFor a sample accrual $ormula and su es"ions on ho) "o edi" i" "o incorpora"e a )hole ran e o$plan rules see; Sample Accrual Formula 'sing "racle FastFormula

A))ru'( St'rt !'te for Ne* #ires

sin "he seeded &T*+&A,R*--+'A-A.%(+%A-% -ATI*. $ormula accrual o$ &T* !e inson a $i ed da"e each year 601 anuary For each plan "ha" uses "his $ormula you can selec" a

alue in "he Accrual S"ar" $ield o$ "he Accrual &lan )indo) This speci$ies )hen ne)ly hiredemployees s"ar" "o accrue &T* The seeded choices are;

<Hire #a"e< 'e innin o$ %alendar ,ear a$"er "heir hire da"e<Si Mon"hs a$"er Hire #a"e

I$ you need addi"ional s"ar" rules you can de$ine "hem as alues $or "he -oo9up TypeS+A%%R A-+START+T,&( ,ou mus" add a line "o "he seeded $ormula "o calcula"e "he

accrual s"ar" da"e usin your ne) s"ar" ruleThe o"her seeded $ormulas 6&T*+SIM&-(+'A-A.%(+M -TI&-I(R&T*+H#+A..I (RSAR,+'A-A.%( and &T*+R*--I. +A%%R A- do no" use alues in "he

Accrual S"ar" $ield For plans usin "hese $ormulas ne) hires !e in accruin on "heir






hire da"e or plan enrollmen" da"e )hiche er is la"er I$ you are )ri"in your o)n accrual $ormulasyou can choose )he"her "o use "he Accrual S"ar" $ield on "he Accrual &lan $orm "o speci$y s"ar"rules $or ne) hires This I s only use$ul i$ you are usin "he same $ormula $or se eral accrual plans)i"h di$$eren" s"ar" rules *"her)ise you can speci$y "he s"ar" rule )i"hin "he $ormula

Period of ne(igi i(it&

Some accrual plans re8uire par"icipan"s "o )or9 $or a period o$ "ime perhaps "hree or si mon"hs!e$ore "hey are eli i!le "o use accrued &T* They accrue "ime a" "he usual ra"e durin "his "ime!u" i" is no" re is"ered on "he sys"em un"il "he &eriod o$ Ineli i!ili"y e pires I$ plan par"icipan"s"a9e aca"ion or sic9 lea e durin "his period "he sys"em displays a ne a"i e alue $or accrued"ime Many en"erprises se" up an a!sence "ype $or appro ed !u" unpaid lea e "o use $ora!sences "a9en durin periods o$ ineli i!ili"y ,ou can en"er "he period o$ ineli i!ili"y on "he

Accrual &lan $orm The seeded Accrual $ormulas illus"ra"e ho) a $ormula should use "heen"ered alues They calcula"e "he period o$ ineli i!ili"y $rom "he con"inuous ser ice da"e 6i$ i" )asen"ered or "he employeeJs hire da"e Al"erna"i ely you can de$ine "he period o$ ineli i!ili"y )i"hinyour Accrual $ormula

Note5 I$ you use "he seeded $ormulas "ime accrued durin "he ineli i!ili"y period is no" carriedo er i$ "he end o$ "he accrual "erm $alls )i"hin "he ineli i!ili"y period

B't)h E(ement Entr& 'nd the ne(igi i(it& Period

I$ you )an" "o use 'a"ch (lemen" (n"ry 6'(( "o ma9e a!sence en"ries a ains" "he accrual plan"he '(( alida"ion process mus" !e a!le "o chec9 )hen "he ineli i!ili"y period e pires

<I$ you record "he ineli i!ili"y period $or "he plan on "he Accrual &lan $orm '(( re"rie es "heineli i!ili"y period direc"ly $rom "he "a!le I" in"erpre"s i" as a period o$ "ime $rom "he employeeJs

con"inuous ser ice da"e or hire da"e

<I$ "he period o$ ineli i!ili"y is de$ined )i"hin your Accrual $ormula you mus" associa"e anIneli i!ili"y $ormula )i"h "he plan '(( calls "he $ormula )hich re"urns , or . "o indica"e

)he"her "he employee is eli i!le "o use accrued &T* on "he da"e supplied !y '(( This $ormulashould calcula"e "he end o$ "he ineli i!ili"y period in "he same )ay as "he Accrual $ormula $or

"he plan I$ "he employee is no" eli i!le "he '(( alida"ion process crea"es a )arnin on "he!a"ch line $or "he a!sence en"ry

Note5 I$ you use a cus"om me"hod o$ en"erin "imecard da"a callin "he (lemen" (n"ry A&I youcan add lo ic "o call "he Ineli i!ili"y $ormula

#o* the Seeded PTO PA"ROLL BALANCE CALCULAT ON /ormu('nterprets the St'rt Ru(es

The $ormula calcula"es "he s"ar" da"e $rom hire da"e and compares i" )i"h "he employeeJs planenrollmen" da"e Accrual !e ins on )hiche er o$ "hese ")o da"es is la"er

S"ar" Rule; Hire #a"e






For plans )i"h "his rule par"icipan"sJ accruals !e in $rom "he $irs" $ull period $ollo)in "heir hireda"e For e ample i$ "he hire da"e o$ a par"icipan" on a semi5mon"hly payroll $alls on "he $irs" dayo$ ei"her "he $irs" or second period in "he mon"h &T* accrual s"ar"s as o$ "ha" da"e I$ "he hire da"e$alls some"ime a$"er "he $irs" o$ "he mon"h !u" !e$ore "he end o$ "he $irs" period accruals s"ar" in

"he second period o$ "he mon"h I$ "he hire da"e $alls a$"er "he $irs" day o$ "he second period !u"!e$ore i"s end accruals s"ar" )i"h "he $irs" period in "he ne " mon"h

S"ar" Rule; 'e innin o$ %alendar ,ear

:i"h "his s"ar" rule par"icipan"sJ accruals !e in $rom "he s"ar" o$ "he year $ollo)in "he year in)hich "hey are hired This means "ha" a par"icipan" )i"h a hire da"e o$ 1 anuary 1KKK andano"her )i"h a hire da"e o$ 31 #ecem!er 1KKK !o"h s"ar" "o accrue "ime as o$ 1 anuary 2000.o"ice "ha" "he amoun" o$ &T* each accrues may no" !e "he same as accrual amoun"s o$"endepend on employeesJ len "h o$ ser ice

S"ar" Rule; Si Mon"hs A$"er Hire

For plans )i"h "his s"ar" rule par"icipan"sJ accruals do no" !e in un"il "he $irs" $ull pay period a$"er"he si 5mon"h anni ersary o$ "heir hire da"e For e ample someone on a semi5mon"hly payroll)ho is hired on Fe!ruary 1KKC comple"es si mon"hs o$ ser ice on Au us" 1KKC and s"ar"s "oaccrue &T* in "he second period in Au us" .o"ice "ha" i$ people are hired on "he $irs" day o$ aperiod "heir accruals !e in )i"h "he pay period o$ "he si 5mon"h anni ersary o$ "heir hire da"eFor e ample someone on a semi5mon"hly payroll )ho is hired on 1 Fe!ruary 1KKC comple"es simon"hs o$ ser ice on 1 Au us" 1KKC and hence s"ar"s "o accrue &T* in "he $irs" period in Au us"

The period o$ ineli i!ili"y is no" applica!le "o plans )i"h "he s"ar" rule Si Mon"hs A$"er Hire

A))ru'( B'nds

For many accrual plans "he "ime o$$ "ha" plan par"icipan"s can accrue increases )i"h "heir len "ho$ ser ice or aries !y No! rade or num!er o$ hours )or9ed Tha" is accrual bands de"ermineaccrual amoun"s In addi"ion "hese !ands can de"ermine ceiling and ma4imum carr+ o(eramoun"s %eilin rules $ound in some aca"ion accrual plans se" a ma imum amoun" o$ &T* anemployee can hold a" any "ime :hen a par"icipan"Js accrued &T* reaches "he ceilin noaddi"ional "ime accrues Accruals !e in a ain only a$"er "he par"icipan" uses some accrued "imeIn "he &T*+&A,R*--+'A-A.%(+%A-% -ATI*. seeded $ormula "he accrual amoun" ceilinand ma imum permi""ed carry o er depend on len "h o$ ser ice !ands Al"erna"i ely you can use!ands !ased on o"her $ac"ors such as rade or a com!ina"ion o$ $ac"ors "o de"ermine "heaccrual amoun"s $or your plans

Length of Ser9i)e B'nds

,ou se" up len "h o$ ser ice !ands usin "he Accrual 'ands )indo) For each !and 6such as 0 "o years o$ ser ice you can en"er "he accrual amoun" $or "he )hole accrual "erm 6such as an

annual amoun" an accrual ceilin and "he ma imum permi""ed carry o er

Length of Ser9i)e O9erride






In *racle HRMS "he first d'& of the month of 'n emp(o&ee>s hire d'te is "he de$aul" da"e $rom)hich his or her len "h o$ ser ice is calcula"ed $or accrual purposes For e ample someone hiredon 1 anuary 1KK7 comple"es one year o$ ser ice on 1 anuary 1KK and someone hired on31 #ecem!er 1KKC comple"es one year o$ ser ice on 1 #ecem!er 1KK7 For indi idual accrual

plan par"icipan"s you can o erride "he de$aul" da"e $rom )hich a plan s"ar"s i"s len "h o$ ser icecalcula"ions This is use$ul $or mana in e cep"ional cases "ha" arise )hen $or e ampleemployees )ho already ha e accumula"ed periods o$ ser ice in your en"erprise "rans$er $rom oneplace "o ano"her ,ou en"er "he da"e o erride )hen enrollin a par"icipan" in a plan

Note5 The de$aul" len "h o$ ser ice s"ar" da"e 6or "he o erridin con"inuous ser ice da"ede"ermines "he len "h o$ ser ice $or accrual !ands and $or "he calcula"in "he end o$ "heineli i!ili"y period Ho)e er i" is not "he same as "he accrual s"ar" da"e This isde"ermined !y "he accrual s"ar" rules selec"ed in "he Accrual &lan )indo) or se" )i"hin"he accrual $ormula

Other B'nding Criteri'

For some accrual plans "he amoun" o$ "ime accrued may ary !y o"her cri"eria such as No! orrade ,ou can crea"e a user "a!le "o hold "ime accrued ceilin rules ma imum carryo er rules

and any o"her in$orma"ion you re8uire $or each No! or rade See; ser5#e$inedTa!les Configuring- #e3orting- and S+stem Administration in "racle .#2SInclude "he (T+TA'-(+ A- ( $unc"ion in your accrual and carry o er $ormulas $or "he plan "oaccess "he in$orma"ion held in "he user "a!le For an e ample o$ usin a user "a!le "o s"ore!andin cri"eria see; Sample Accrual Formula 'sing "racle FastFormula






#e(pfu( Notes.!o)uments

Note 6$ D8676 R11 @ Se"up an (arnin s Type (lemen" "o !e sed "o%ap"ure &T* in *racle Time Mana emen"

Note 6$+F8$76 Release 11 ; Ho) To Se"up a &T* &lan and "he (lemen"s $orThis &lan

Note 6$ DG876 &aid Time *$$ 6&T* Accruals And Accrual Formulas

Note 8 6D +76 #o* !oes P'&ro(( Re'd the C'rr&o9er E(ements Effe)ti9e !'te

Note 8 6D F76 :here is "he !alance $or "he accrual plan elemen"s"ored

Note 8 63+F76 :ha" does Selec"in a &T* 'alance Type a" "he 'usiness roup doQ

Note 8=$ 3$76 HRMS 11i p rade and &T* &rocess Au"oma"ion

For more in$orma"ion I su es" prin"in "he &T* A!sence P &T* Accruals sec"ion From "heMana in To"al %ompensa"ion sin *racle HRMS 6 S I"Js a!ou" C0 pa es I recommend9eepin "his $or your re$erence

5#ecommend marking these in 6eb I%

Sherri Harley HRMS 7/31/20142K

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There are se eral no"es on &T* 5 please chec9 all possi!le )ords )hen you are loo9in $orno"es *r !e""er ye" in "he S R( uery Nus" uery on SHHAR-(, S en"er a 9ey )ord "onarro) "he search Hope$ully "his )ill help you a li""le more in your 8ues" $or ans)ers

Notes on C'rr&O9er

ID Status Subject .o"e 2C3 C 1( "/&u!TH( &T* %ARR,* (R %*M&-(TI. ' T .*T &#ATI..o"e 2C14K4 1 ( "/&u!#o I s"ill run "he %arryo er i$ IEm usin IT# 'alancesQ.o"e 2C1 07 1 ( "/&u!*RA@201 occurred a" line 70 o$ $ormula &T*+&A,R*--+%ARR,* (R.o"e 2C17C 1 ( "/&u!Ho) #oes &ayroll Read "he %arryo er (lemen"s ($$ec"i e #a"e.o"e 2C10 7 1 ( "/&u!&T* %ARR,* (R R . ' T .* %ARR, * (R 'A-A.%(S %R(AT(#.o"e 2C3 K4 1( "/R R&T* %ARR,* (R &R*%(SS #*(S .*T :*RD I. 1ST ,(AR *F S(R I%(.o"e 2C4323 1 ( "/R R*RA@20001@ *RA@201 occurred a" line 7K o$ $ormula &T*+&A,R*--+%ARR,* (R.o"e 2C1 01 1 ( "/&u!&T* %arryo er is .o" Rollin o er 'alances.o"e 2C037C 1 ( "/&u!&T* %arryo er &rocess Failin )i"h *RA@20001 in Formula &T*+&A,R*--+%ARR,* (R

Notes on A))ru'( P('ns

IDStatus Subject .o"e 2 C 1 ( "/&u! Accrual &lan .e" %alcula"ion Rules ues"ion.o"e 2 0K2 1 ( "/&u! &ro!lem :i"h Accrual &lans *n Mul"iple Assi nmen"s.o"e 2C210 1 ( "/R R Accrual &lan did no" Vero ou" on anuary 1s".o"e 27 41K 1 ( "/&u! Ho) "o #ele"e an Accrual &lan ou" o$ "he sys"em.o"e 2C17C 1 ( "/&u! :here is "he !alance $or "he accrual plan elemen" s"ored.o"e 2771C4 1 ( "/&u! :ha" Shado) (lemen"s are %rea"ed )hen I ESa eE my Accrual &lan

.o"e 14 24 1 ( "/&u! Release 11 @ Ho) To Se"up a &T* &lan and "he (lemen"s $or This &lan

.o"e 2 C3K1 1 ( "/&u! na!le "o uery Accrual &lan In Form !u" S"ill In Ta!le

.o"e 274144 1 ( "/ModFor Accrual &lans :here Is The &lan (nd #a"e Se"

.o"e 2C 0 1 1 ( "/&u! %rea"in &"o Accrual &lan And %an .o" Add (n"ry alue To (lemen"

.o"e 2CK117 1 ( "/Mod&T* Accrual &lan has s"opped Accruin $or EsomeE employees

.o"e 2C 171 1 ( "/ModHo) #o :e S"op Accrual &lans From oin .e a"i e @

.o"e 2C3K72 1 ( "/&u! &"o &lan (lemen" (n"ries #o .o" e" &rocessed #urin &ayroll Run

.o"e 2 K2 0 1 ( "/&u! %anno" %han e "he &riori"y Field on &T* &lan i$ usin Formula &T*+&A,R*--+'A-A.%(+%

.o"e 2C0071 1 ( "/&u! &T* %arry * er &rocesses (mployee "ha" is .o" (nrolled in &lan

Note78 GG8=76E<t.Pu #o* to Tr'nsfer PTO Residu'( Time to ' !ifferent A))ru'( P('n Emp(o&ees !o Not LoosSi), Time

ID Status Subject .o"e 2C4C 1( "/&u!&"o &lans (rror :i"h In alid .um!er :hen Run #urin &ayroll &rocess


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Notes on Setup

ID Status Subject .o"e 14 24 1 ( "/&u! Release 11 @ Ho) To Se"up a &T* &lan and "he (lemen"s $or This &lan.o"e 277031 1 In"/ ( R11 @ Se"up an (arnin s Type (lemen" "o !e sed "o %ap"ure &T* in *racle Time Mana em.o"e 14C721 1 ( "/&u! R11 @ Se"up an (arnin s Type (lemen" "o !e sed "o %ap"ure &T* in *racle Time Mana em.o"e 2701K2 1 ( "/ModAccrual Fas" Formula %orrec"ion :ipes *u" &rior Accrual Se"up

Notes on /ormu('s

ID Status Subject .o"e 27 7 C 1 ( "/&u! :here "o Find In$orma"ion on &aid Time *$$ 6&T* and %rea"in Formulas.o"e 2CK CK 1( "/Mod eneral ues"ions *n Seeded Formulas

Notes on Reset

ID Status Subject .o"e 2K4413 1 ( "/&u! Ho) "o e" (mployee Accruals "o Rese" a" "he 'e innin o$ "he ,ear .o"e 2C3 K 1( "/&u! &A,:S#A&@ Tryin "o %han e "he 'alance Rese" #a"e Recei es A&&@&A,@0C10 (rror.o"e 2C204 1 ( "/R R Ho) "o Rese" .e a"i e %arry * er .um!ers "o Vero.o"e 272133 1 ( "/ModHo) To e" Around sin A 'alance Rese" #a"e Tha" #oes .o" Thro) An (rror .o"e 2C4011 1 ( "/&u! Ho) "o Rese" The &T* Accrual 'alances $or %hec9s P #eposi" Ad ices

Notes on B'('n)es

ID Status Subject .o"e 2C03 K 1 ( "/&u! The aca"ion Amoun" on S*( P ie) Accruals does no" 'alance "o "he %hec9/#eposi" Ad ice

.o"e 2C3 K 1 ( "/&u! &A,:S#A&@ Tryin "o %han e "he 'alance Rese" #a"e Recei es A&&@&A,@0C10 (rror.o"e 2C14K4 1 ( "/&u! #o I s"ill run "he %arryo er i$ IEm usin IT# 'alancesQ

.o"e 2C17C 1 ( "/&u! :here is "he !alance $or "he accrual plan elemen" s"ored

.o"e 2C10 7 1 ( "/&u! &T* %ARR,* (R R . ' T .* %ARR, * (R 'A-A.%(S %R(AT(#

.o"e 277022 1 ( "/&u! A&&@&A,@07717@This elemen" inpu" already !ein used "o main"ain an a!sence !alance

.o"e 272133 1 ( "/ModHo) To e" Around sin A 'alance Rese" #a"e Tha" #oes .o" Thro) An (rror

.o"e 2C4011 1 ( "/&u! Ho) "o Rese" The &T* Accrual 'alances $or %hec9s P #eposi" Ad ices

.o"e 2C13 1 ( "/&u! :ha" does Selec"in a &T* 'alance Type a" "he 'usiness roup doQ

.o"e 2C3 K 1 ( "/R R %H(%D F*R (.TIT-(M(.T 'A-A.%(S A%R*SS TH( %A-(.#AR ,(AR I. A &A,R*-- &

.o"e 2C1 01 1 ( "/&u! &T* %arryo er is .o" Rollin o er 'alances

.o"e 2C4 44 1 ( "/&u! Ho) #oes "he &T*+SIM&-(+M -TI&-I(R or &T*+SIM&-(+'A-A.%(+M -TI&-I(R :or9Q

.o"e 2 03 1 ( "/&u! Accrual %arry * er (lemen"s Increase &rior ,ears 'alance


.o"e 2 1CC 1 ( "/&u! &A,:SA% @ aca"ion 'alance is .o" %orrec" in "he ie)> (mployee Accruals FormNote78 GF6+76 E<t.Pu PA" US PTO ACCRUAL7NET ACCRUALS PACHA-E !oes Not Return Corre)t B'('n)e








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Notes on E(ements

ID Status Subject .o"e 277KK3 1 ( "/&u!&"o (lemen"s Are .o" Sho)n *n Ss &ayslip

ID Status Subject .o"e 2C1273 1 ( "/&u!&T* %arry * er %omple"es )i"h a :arnin / .o %arry * er (lemen"s %rea"ed.o"e 2C17C 1 ( "/&u!Ho) #oes &ayroll Read "he %arryo er (lemen"s ($$ec"i e #a"e.o"e 2771C4 1 ( "/&u!:ha" Shado) (lemen"s are %rea"ed )hen I ESa eE my Accrual &lan.o"e 14 24 1 ( "/&u!Release 11 @ Ho) To Se"up a &T* &lan and "he (lemen"s $or This &lan.o"e 2 03 1 ( "/&u!Accrual %arry * er (lemen"s Increase &rior ,ears 'alance

Notes on A sen)es

ID Status Subject .o"e 2K0332 1 ( "/&u! &ro!lems :i"h Replaced 'y And A!sence Reason FieldsNote78F==8876 E<t.Pu A sen)e E(ement Not !e(eted from E(ement Entr& %hen A sen)e is !e(eted.o"e 27CK4K 1 ( "/ModA!sence (lemen" %rea"ed .o" 'ein #isplayed in -* on "he A!sence Type Form.o"e 277022 1 ( "/&u! A&&@&A,@07717@This elemen" inpu" already !ein used "o main"ain an a!sence !alance.o"e 2 K3C 1 ( "/&u! &lease eri$y -* For A!sence Type And Accrual %a"e ory For S -e isla"ion.o"e 274200 1 ( "/Mod&T* (lemen" %rea"ed Is .o" sin Same Termina"ion Rule As A!sence Ta9en.o"e 2C474K 1 ( "/ModHo) To (n"er An A!sence For Ac"ual #a"e A$"er The &ayroll Has 'een &rocessed.o"e 27013K 1 ( "/&u! Ho) do I e" "he A!sence S"ar"/(nd $ields "o !e displayed in '((.o"e 2C3007 1 ( "/&u! %anno" Access A!sence Form )i"hou" (rror !ein in o9ed.o"e 2 7 77 1 ( "/&u! Ho) "o e" Accruals "o %alcula"e on Inac"i e Assi nmen"s 6i e npaid -ea e o$ A!sence.o"e 2 100 1 ( "/&u! E aca"ionE %hoice no" in -o $or A!sence Types :indo)

ID Status Subject .o"e 2702 4 1 ( "/&u! 3/2K@ ' +A'S(.%(+# RATI*. Messa e More Than 30 %harac"ers #oes .o" Sho).o"e 2CK3K3 1( "/ModA!sences Are .o" %orrec"ly Re$lec" In Hr .o"e 2C00CC 1( "/&u! '(( Trans$er &rocess (nds as Incomple"e )i"h Messa e A!ou" "he A!sence #ura"ion o$ Time

Notes on P'&ro(( ssues

ID Status Subject .o"e 2CC 2 1( "/&u!&ayroll &rocess or uic9 &ay (rror a$"er Applyin &a"ch 33C401K or 3330030 / 3 4K170
















































-ener'( PTO Notes

Support7#RMS7Admin

ID Status Subject Type

Note78 D8+=76 nt.U7EA(most E9er&thing "ou %'nted to Hno* A out PTO RE/ERENCE

ID Status Subject .o"e 2C0 2 1 ( "/&u! nders"andin &T* chan es 6Accrual chan es since HRMS &F+#.o"e 2 4 2 1 ( "/&u! &T* For Suspended Assi nmen"s .o" %alcula"in %orrec"ly.o"e 2C3 C 1( "/&u! TH( &T* %ARR,* (R %*M&-(TI. ' T .*T &#ATI..o"e 2 1C4K 1( "/&u! &T* Accruals For 'o"h aca"ion P Sic9 Time Are .o" Accura"e.o"e 2 1 14 1 ( "/&u! &T* Accrual S"ar"in * er $or (mployees :hen -in9 %ri"eria %han es )hyQ.o"e 27 40C 1 ( "/&u! Are "here any repor"s "ha" i es "he &T* To"al Accrued Ta9en A aila!le and :hen an (mploye.o"e 2C1322 1 ( "/&u! &T* %ARR, * (R HAS I.%*.SIST(.T A- (S #(&(.#I. *. #A, I(:(#.o"e 2C1273 1 ( "/&u! &T* %arry * er %omple"es )i"h a :arnin / .o %arry * er (lemen"s %rea"ed.o"e 2C1 07 1 ( "/&u! *RA@201 occurred a" line 70 o$ $ormula &T*+&A,R*--+%ARR,* (R

.o"e 27K11 1 ( "/&u! &-S@0030C )ron num!er or "ypes o$ ar um has occurred in "a!le &(&T*(G% AS &T* #( ,

.o"e 2C10 7 1 ( "/&u! &T* %ARR,* (R R . ' T .* %ARR, * (R 'A-A.%(S %R(AT(#

.o"e 2C2103 1 ( "/&u! Ho) "o ma9e AdNus"men"s "o "he &T* %arry * er elemen" "hrou h '((

.o"e 2C3 7 1 ( "/&u! &T* F*R .*.@(G(M&T IS #IS&-A,I. *. #(&*SIT A# I%( AS .( ATI (

.o"e 14 24 1 ( "/&u! Release 11 @ Ho) To Se"up a &T* &lan and "he (lemen"s $or This &lan

.o"e 277031 1 In"/ ( R11 @ Se"up an (arnin s Type (lemen" "o !e sed "o %ap"ure &T* in *racle Time Mana em

.o"e 14C721 1 ( "/&u! R11 @ Se"up an (arnin s Type (lemen" "o !e sed "o %ap"ure &T* in *racle Time Mana em

.o"e 270C30 1 ( "/&u! Ho) "o S"op &T* $rom Accruin on Inac"i e Assi nmen"s

.o"e 27 7 C 1 ( "/&u! :here "o Find In$orma"ion on &aid Time *$$ 6&T* and %rea"in Formulas

.o"e 274200 1 ( "/Mod&T* (lemen" %rea"ed Is .o" sin Same Termina"ion Rule As A!sence Ta9en

.o"e 2C4011 1 ( "/&u! Ho) "o Rese" The &T* Accrual 'alances $or %hec9s P #eposi" Ad ices

.o"e 271 1K 1 ( "/Mod&"o Accrual 'ands @ ersions

.o"e 2C 034 1 ( "/&u! &"o %arry * er &rocess (rrors :i"h *ra@0C 02@ &l/[email protected] *r alue (rror@

.o"e 2C 0 1 1 ( "/&u! %rea"in &"o Accrual &lan And %an .o" Add (n"ry alue To (lemen".o"e 2C1CK4 1( "/&u! Runnin "he &T* %arry * er &rocess

.o"e 2C13 1 ( "/&u! :ha" does Selec"in a &T* 'alance Type a" "he 'usiness roup doQ

.o"e 2CK117 1 ( "/Mod&T* Accrual &lan has s"opped Accruin $or EsomeE employees

.o"e 2C3K72 1 ( "/&u! &"o &lan (lemen" (n"ries #o .o" e" &rocessed #urin &ayroll Run

.o"e 2C40 7 1 ( "/&u! &T*@S*( And ie) Accrual Is Sho)in @ Hours :hen I" Should 'e Vero

.o"e 2C3 K4 1( "/R R &T* %ARR,* (R &R*%(SS #*(S .*T :*RD I. 1ST ,(AR *F S(R I%(

.o"e 2C4323 1 ( "/R R *RA@20001@ *RA@201 occurred a" line 7K o$ $ormula &T*+&A,R*--+%ARR,* (R

.o"e 2C204C 1 ( "/&u! &T* accruals are !ein accrued o er 27 pay periods ins"ead o$ 2C

.o"e 2C1 01 1 ( "/&u! &T* %arryo er is .o" Rollin o er 'alances

.o"e 2C4 44 1 ( "/&u! Ho) #oes "he &T*+SIM&-(+M -TI&-I(R or &T*+SIM&-(+'A-A.%(+M -TI&-I(R :or9Q


.o"e 2C0 1 1 ( "/&u! &A,+ S+&T*+A%%R A- .(T+A%%R A-S &A%DA ( #oes .o" Re"urn %orrec" 'alance

.o"e 2C0071 1 ( "/&u! &T* %arry * er &rocesses (mployee "ha" is .o" (nrolled in &lan

.o"e 2C002K 1 ( "/&u! Ho) "o Trans$er &T* Residual Time "o a #i$$eren" Accrual &lan @(mployees #o .o" -oose aca

.o"e 2C037C 1 ( "/&u! &T* %arryo er &rocess Failin )i"h *RA@20001 in Formula &T*+&A,R*--+%ARR,* (R

.o"e 2 1000 1 ( "/&u! &T* aca"ion #oes .o" Accrue %orrec"ly

ID Status Subject .o"e 2CCC1K 1( "/&u! %os"in &"o For Salaried (mployees #ou!les @ Reduce Re Is .o" %os"ed.o"e 277KK3 1 ( "/&u! &"o (lemen"s Are .o" Sho)n *n Ss &ayslip.o"e 274 C2 1 ( "/Mod#a"e (arned .o" Sho)in For &T* (lemen".o"e 2C4C 1( "/&u! &"o &lans (rror :i"h In alid .um!er :hen Run #urin &ayroll &rocess






























































































/rom Note 8=$F$+76 A(*'&s 's, these 0uestions *hen *or,ing on PTOissues

-o'(The !elo) 8ues"ions )ill hope$ully help you e" "o a $as"er resolu"ion )hen )or9in &T* issues

/i<1 :ha" Family &ac9 is "he %us"omer onQ2 :ha" is "he ersions o$ pyusp"oa p9h/p9! and peaclcal p9h/ph!3 :ha" is "he &ayroll 'alance Rese" #a"e selec"edQ 6loca"ed on "he Accrual &lan Form4 :ha" is "he name o$ "he Accrual Formula "he Accrual &lan is usin Q

Is "he cus"omer usin "he seeded ersions or a modi$ied ersion o$"he seeded $ormulaQ

These 8ues"ions are needed )hen lo in a !u a ains" "he &T* produc"

everything about pto

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