To manually enroll an employee into an Absence Plan in Oracle Fusion, you need to use the Absence Management module to assign the appropriate absence plan to the employee. This can be useful for scenarios where the employee didn’t get automatically enrolled based on eligibility or you want to enroll them for specific reasons (like a retroactive plan).
Here is a step-by-step guide on how to manually enroll an employee into an absence plan:
1. Navigate to the Employee Absence Page
- From the Home Page, click on the Navigator icon (hamburger menu) in the top-left corner.
- Go to My Client Groups > Absences.
2. Search for the Employee
- In the Absences page, use the Search function to find the employee you wish to enroll.
- You can search by their name, employee number, or other identifying information.
3. Access the Absence Records
- Once you’ve selected the employee, click on their name to open their Absence Records.
- Navigate to the Absence Plan Enrollments section to view the employee’s current enrollments.
4. Enroll in Absence Plan
- Click on the Add or Enroll button in the Absence Plan Enrollments section.
- You will see a list of available absence plans that the employee is eligible to enroll in based on the configured eligibility rules.
5. Select the Absence Plan
- From the list, select the appropriate Absence Plan you want to enroll the employee in (e.g., Vacation Plan, Sick Leave Plan, etc.).
- Click Next or Continue to proceed.
6. Set Enrollment Details
- Define the enrollment details such as:
- Effective Start Date: The date from which the employee will be enrolled in the plan.
- End Date (if applicable): If there’s a specific end date for the plan, you can set it. Otherwise, leave this blank for open-ended enrollment.
- Review the details of the enrollment, including the plan’s accruals and limits, if necessary.
7. Save the Enrollment
- After entering all the required information, click Save or Submit to confirm the enrollment.
8. Review the Enrollment
- Once the employee is enrolled, you should see the new Absence Plan listed under the Absence Plan Enrollments section.
- You can also verify the accruals and balances to ensure the employee has been successfully enrolled and that their accruals will be calculated moving forward.
9. Check Accruals (Optional)
- After enrolling the employee, you might want to run the Calculate Accruals and Balances process to ensure their leave balances are updated based on the new enrollment.
- Go to Tools > Scheduled Processes and run the Calculate Accruals and Balances process for the employee.
By following these steps, you can manually enroll an employee into an absence plan, ensuring they are eligible to accrue and take leave under the correct plan in Oracle Fusion.
Manually Enroll An Employee Into An Absence Plan