Add Absence Plan Balance Adjustment Reasons

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In Oracle Fusion, Absence Plan Balance Adjustments allow you to manually adjust employee absence balances (such as vacation, sick leave, or other leave plans) to account for changes that aren’t handled automatically by the system. When performing these adjustments, you may need to specify a reason for the adjustment, known as an Adjustment Reason. These reasons provide context for why a balance was changed, which is useful for record-keeping and audits.

Here’s how to add Absence Plan Balance Adjustment Reasons in Oracle Fusion:

Steps to Add Absence Plan Balance Adjustment Reasons in Oracle Fusion:

  1. Log in to Oracle Fusion:

    • Access Oracle Fusion using your credentials.
    • Ensure you have the correct role, such as Absence Administrator or Human Resources Specialist, with access to absence management configurations.

  2. Access Absence Plan Configuration:

    • From the Home page, click on the Navigator icon (usually in the top-left corner).
    • Navigate to My Client Groups > Absences.

  3. Manage Absence Plans:

    • In the Absences workspace, click on Manage Absence Plans.
    • This is where you configure and manage existing absence plans (e.g., vacation, sick leave plans).

  4. Edit the Specific Absence Plan:

    • Select the absence plan for which you want to enable or adjust balance adjustment reasons.
    • Click on the plan name to open the configuration settings for that specific plan.

  5. Navigate to the Balance Adjustments Section:

    • Within the absence plan configuration, find the Balance Adjustments section.
    • This section allows you to manage settings related to adjusting absence balances.

  6. Define Balance Adjustment Reasons:

    • In the Balance Adjustments area, look for an option to define Adjustment Reasons.
    • If this is not immediately visible, you may need to check the plan configuration details or go to a related section such as Accrual Rules or Balances.

  7. Add or Edit Adjustment Reasons:

    • To add new reasons, click Add Row or Create (depending on the interface).
    • Enter the Reason Code (a unique identifier for the adjustment reason) and the Reason Name (a descriptive name for the adjustment reason).
    • Examples of reasons could include:
      • Correction of Previous Error
      • Leave of Absence
      • Unpaid Leave Adjustment
      • Accrual Correction
      • Policy Update
    • Optionally, you can add a description for each reason to provide further context.

  8. Save the Adjustment Reasons:

    • After entering the new adjustment reasons, click Save or Submit to apply the changes to the absence plan configuration.
    • These reasons will now be available when adjusting absence plan balances.

  9. Test the Adjustment Reasons:

    • Go to the Absence Records or Manage Absences screen for an employee.
    • Try making a balance adjustment and check if the newly added reasons are available in the drop-down menu for adjustment reasons.

Key Considerations:

  • Consistency: Ensure that the reasons you add are consistent with your organization’s absence policies and are meaningful for reporting and auditing purposes.
  • Record-Keeping: Adjustment reasons help maintain a clear audit trail for balance changes, so always include descriptive names and explanations.

Best Practices:

  • Review Frequently Used Reasons: Regularly review the list of adjustment reasons to ensure it stays relevant and aligns with evolving business processes or policies.
  • Train HR and Payroll Teams: Ensure that HR and payroll teams understand the available reasons and when to use each one for consistent application across the organization.

This process allows you to better manage absence balance adjustments in Oracle Fusion, ensuring clarity and accuracy when modifying employees’ leave balances.

Add Absence Plan Balance Adjustment Reasons

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