In Oracle Fusion, viewing an employee’s Absence Plan involves checking their entitlement, accrual, and balances for specific absence plans (such as vacation, sick leave, etc.). As an HR professional, you can access this information through the Absence Management module.
Here’s a step-by-step guide to view the absence plan for an employee:
1. Navigate to Absence Management
- From the Home Page, click on the Navigator icon (hamburger menu) in the top-left corner.
- Select Absence Management from the list.
2. Access the Employee’s Absence Records
- Go to My Client Groups (this is the section where HR typically manages employees’ information).
- Select Absences under the “My Client Groups” section.
- Use the Search function to locate the employee whose absence plan you want to view.
- You can search by the employee’s name, employee ID, or other identifying information.
3. View Absence Records
- Once you have selected the employee, you’ll be directed to the employee’s absence page.
- Click on the Absence Records tab to view all the absence plans assigned to the employee.
- This tab shows a summary of the various absence types (e.g., vacation, sick leave, etc.), the accruals, entitlements, and balances.
4. View Specific Absence Plan Details
- For more details on a specific absence plan, click on the Absence Plan Name (e.g., Vacation Plan).
- This will show detailed information, including:
- Accrued Balance: The current amount of accrued leave the employee has.
- Taken: The number of days or hours of leave already taken.
- Available Balance: The remaining leave balance available for use.
- Carryover: If applicable, the number of days or hours carried over from the previous period.
- Entitlement: The total amount of leave the employee is entitled to for that period (monthly, yearly, etc.).
- Negative Balances: If the plan allows for negative balances, you can view how much the employee is currently overdrawn, if applicable.
5. View Accrual and Usage History
- To see a detailed history of accruals, adjustments, and usage, navigate to the Accrual and Usage section within the employee’s specific absence plan.
- This gives you a breakdown of each time the balance was updated (e.g., monthly accrual, time taken, adjustments).
6. Reporting (Optional)
- You can also run Absence Reports to get detailed information about multiple employees or plans.
- Go to Reports and Analytics (under the Navigator or Tools) and search for reports related to Absence Plans. For instance, you can run reports like:
- Employee Absence Balance Report.
- Absence Plan Accrual Report.
7. Manage or Adjust Absence Plan (Optional)
- If needed, you can make manual adjustments to the employee’s balance or entitlement, but you would need appropriate privileges for that. This can be done from the same page where you view the plan by selecting Manage Absence Records or Adjust Balances.
By following these steps, you can easily view and manage absence plans for employees within Oracle Fusion, ensuring that their accruals and leave entitlements are properly tracked and administered.
View Absence Plan