Calculate Accruals And Balance Process For Employee Population

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In Oracle Fusion, the Calculate Accruals and Balance Process is used to calculate leave accruals and update absence balances for an entire employee population. This process ensures that employee balances are up-to-date based on their leave plans and accrual rules.

Here’s how you can run the Calculate Accruals and Balance Process for an employee population in Oracle Fusion:

Steps to Run the Calculate Accruals and Balance Process:

1. Log in to Oracle Fusion:

  • Use your Oracle Fusion credentials.
  • Ensure that you have the necessary permissions, such as the Absence Administrator, HR Specialist, or Payroll Administrator role.

2. Navigate to Scheduled Processes:

  • From the Home page, click on the Navigator icon in the top-left corner.
  • Scroll down to the Tools section and select Scheduled Processes.
  • Alternatively, use the search bar to search for Scheduled Processes.

3. Submit a New Scheduled Process:

  • In the Scheduled Processes page, click on the Submit New Process button (usually on the top-right corner).
  • A pop-up window will appear where you can search for the process you want to run.

4. Search for the Calculate Accruals Process:

  • In the search field, enter Calculate Accruals and Balances for All Absence Plans and click on the search icon.
  • Select this process from the search results and click OK.

5. Configure the Process Parameters:

  • After selecting the process, you will need to configure the parameters. These parameters help determine which employee population and absence plans will be processed.
  • The key parameters are:
    • Effective Date: Enter the date on which you want the accruals and balances to be calculated. This is typically the current date or the start of the accrual period.
    • Legislative Data Group (LDG): Choose the appropriate LDG if your organization spans multiple legislative groups or jurisdictions.
    • Payroll: (Optional) If your organization links absences to payroll cycles, you can select the payroll for which the process should be run.
    • Person: (Optional) If you only want to calculate accruals for specific employees, you can select their details here. Otherwise, leave this field blank to process the entire employee population.

6. Run for All Employees or Specific Employees:

  • If you want to calculate accruals for the entire employee population, leave the Person parameter blank.
  • If you want to run it for a specific group (e.g., a department or specific employees), you can enter their details in the Person or Organization fields.

7. Submit the Process:

  • After filling in the required parameters, click Submit.
  • You will receive a confirmation that the process has been submitted successfully.

8. Monitor the Process:

  • After submitting, you will be redirected to the Scheduled Processes page, where you can monitor the status of the job.
  • The process may take some time depending on the size of the employee population.
  • The status will show as Running, and once complete, it will change to Succeeded or Completed.

9. Review the Results:

  • Once the process is complete, you can review the results to ensure the accruals and balances have been updated correctly.
  • You can also check the process log and output by clicking on the process name in the Scheduled Processes page and reviewing the details.
  • Additionally, you can generate reports or check individual employee records to confirm that their absence balances reflect the new accruals.

10. Audit Changes (Optional):

  • If needed, you can run reports or check the Absence History to audit the balance adjustments and accrual calculations for employees.

Best Practices:

  • Run Accruals Regularly: Schedule this process to run at regular intervals (e.g., monthly or at the end of each payroll cycle) to ensure that leave balances are always up-to-date.
  • Verify Effective Dates: Always check the Effective Date before running the process to avoid calculating accruals for incorrect periods.
  • Monitor Large Populations: For large employee populations, the process might take longer to run, so it’s advisable to monitor its progress and ensure it completes successfully.
  • Review Exceptions: If any errors occur during the process, they will be listed in the output or log files. Review these errors and take corrective actions if necessary (e.g., incomplete absence setups, eligibility rule issues).

By following these steps, you can successfully run the Calculate Accruals and Balances process for the entire employee population, ensuring accurate and up-to-date leave accruals in Oracle Fusion.

Calculate Accruals And Balance Process For Employee Population

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