Oracle HRMS PTO Accrual Plan Setup

Define and link an element for the plan's absence type.

a. Set your effective date to a day on or before the start of the first payroll period for which
you want to enter absences.
b. If this is an absence element for a PTO accruals plan, do not select Process in Run.
Uncheck this box if necessary.
c. Save the element, then choose the Input Values button.

To link the absence element:

1. Set your effective date to a day on or before the start of the first payroll period for which
you want to enter absences.
2. In the Element Link window, select the absence element.
3. Select eligibility criteria for this absence element. If you want to make the element
available to all employees, do not select any criteria.
4. Save the link. Then define the absence type associated with this absence element.

To define an absence type:

1. Enter a name and category for the absence type.

2. In the Associated Element region, select the element defined for this absence type. The
name of the element's input value that holds the time taken or time remaining for this absence
type appears in the Input Value field, and the unit of measure for the input value appears in
the Units region.

3. In the Balance region, select Increasing for each entry to the absence element's input value
to add to a running total of time taken to date for this absence type. Select increasing balances
for absence types for PTO accrual plans, and for most other absence types.

4. Optionally, select reasons that are valid for entries of this type of absence.
5. Save the absence type.

To define a PTO accrual plan:

1. Enter the plan name, and select an accrual category of either Sick or Vacation for it.
2. Select the start rule for the plan in the Accrual Start field. This rule determines the date on
which a plan participant begins to accrue PTO.
3. Select Days or Hours in the Accrual Units field. This selection must accord with the input
value units selected for the element that records accrued time taken under this plan.
4. In the Name field of the Absence Information region, select the element associated with
the plan's absence type. The name of the element's input value that holds the entries or
hours or days absent appears in the Units field.
5. If the start rule for this plan is Hire Date or Beginning of Year you can enter a period of
ineligibility, during which a plan participant can accrue PTO but cannot use accrued PTO. For
example, enter 3 in the Length field and select Calendar Month in the next field.
Save your work, and then set up length of service bands for the plan. Choose the Accrual Bands
button to go to the Accrual Bands window.

See the setup for accrual bands. First line is applicable for 10 years with annual leave 30 days
carrying 10 over to next year.
Net Calculation Rules is as follows:

Note: When Accrual plan is created along with that, three more elements would be created as
follows:

o the element that represents the plan

o the element that holds unused, accrued time for carryover

o the element that holds unused, accrued time that cannot be carried over.

For the above elements, links are also created automatically. Please check these plans and
make sure if these are similar to Absence element link.

Like the above, two more.

To enroll participants in a PTO accrual plan:

You can check the accrued leaves of the employee who joined on 06-Jun-2010 in Accruals window.

As you change the effective dates, you would get the desired result. In the present company,
accrued leaves per month are 2.5 days. According to standard formulae applied to the above
accrual plan, 2.5 days can be accrued if the employee works for the complete month. (for
modifying this functionality, you can change the code in fast formulae)
So, as the employee joined on 6th June 2010, upto 31st Dec 2010, employee is entitled to get 15 days.

In the above screen you can see the carried over 10 days of leave for the next year even the
accrued leaves by 31-Dec-2010 are 15. (This rule was defined in accrual bands window.)
Note: To get this carried over leaves, you have to run PTO carry over process in HRMS super
user.
Below screenshot is for present period. So, you can view the accrued leaves period wise here.
My next post would show you the use of absence element created.

 For enrollment of an individual employee, perhaps as a part of the hiring process, enter the
element representing the plan for him or her using the Element Entries window.