To make a balance adjustment for an employee in Oracle Fusion, you can adjust the employee’s absence balance manually through the Absence Management module. This is useful in cases where the accrual balance needs to be corrected or updated outside of the normal accrual processes (e.g., to correct errors, grant additional leave, or adjust for a policy change).
Here’s a step-by-step guide on how to make a balance adjustment for an employee:
1. Navigate to Absence Management
- From the Home Page, click the Navigator icon (hamburger menu) in the top-left corner.
- Go to My Client Groups > Absences.
2. Search for the Employee
- Use the Search bar to find the employee whose absence balance you want to adjust.
- You can search using the employee’s name, employee ID, or other identifying information.
3. Access the Employee’s Absence Records
- Once you have located the employee, click on their name to access their Absence Records.
- This will show you the employee’s current absence plan enrollments, accruals, and balances.
4. Select the Absence Plan for Balance Adjustment
- In the Absence Plan Enrollments section, locate the absence plan for which you want to adjust the balance (e.g., Vacation Plan, Sick Leave Plan).
- Click on the plan name to open the details of that specific absence plan.
5. Choose the Balance Adjustment Option
- Inside the absence plan details, look for the Balance Adjustment option or a similar feature that allows manual adjustments.
- Click Add Adjustment or Create Adjustment to initiate the balance adjustment process.
6. Enter the Adjustment Details
- Fill in the necessary details for the adjustment:
- Adjustment Type: Specify the type of adjustment (e.g., Addition for adding days/hours to the balance, Subtraction for reducing the balance).
- Adjustment Amount: Enter the amount of leave (in days or hours) to be added or subtracted from the employee’s balance.
- Effective Date: Set the date when the adjustment should take effect.
- Reason: Optionally, you can provide a reason for the adjustment, such as “Manual Correction” or “Additional Leave Granted.”
7. Review the Adjustment
- Review the adjustment details to ensure accuracy. Verify that the correct amount is being added or subtracted, and that the effective date is appropriate.
8. Submit the Adjustment
- Once the details are correct, click Submit or Save to apply the balance adjustment.
- The employee’s absence balance will be updated accordingly, either increasing or decreasing based on the adjustment type.
9. Verify the Adjustment
- After submitting the adjustment, you can review the updated absence balance in the employee’s Absence Records to confirm that the balance has been correctly adjusted.
- You can also run a report or view the employee’s Absence Balance page to verify the changes.
10. Notify the Employee (Optional)
- If needed, inform the employee about the balance adjustment, especially if it involves a significant change in their leave entitlement.
Key Considerations:
- Accrual vs. Balance Adjustment: This process is for manually adjusting the balance, not the accrual rules. If you need to adjust how an employee accrues time (e.g., by changing the accrual rates), you would need to modify the absence plan configuration.
- Payroll Integration: Ensure that balance adjustments are aligned with any payroll processes if applicable. Adjusting balances might affect payroll accrual payouts or deductions.
By following these steps, you can manually adjust an employee’s absence balance in Oracle Fusion, ensuring that their leave entitlements are accurate and up to date.
Make A Balance Adjustment For An Employee