View Current And Projected Leave Balance And Accrual Rates

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In Oracle Fusion, you can view an employee’s current leave balance, projected leave balance, and accrual rates for absence plans such as vacation or sick leave. This information is crucial for both employees and managers to understand the available and future leave balances. The system allows viewing this data either via Self-Service or through the HR/Payroll roles for managing employee records.

Here’s how you can view current and projected leave balances, along with accrual rates in Oracle Fusion:

For Employees: Viewing Current and Projected Leave Balance and Accrual Rates

1. Log in to Oracle Fusion:

  • Use your Oracle Fusion credentials to log in.
  • Ensure that you have access to the Employee Self-Service module.

2. Navigate to the Absence Records:

  • From the Home page, click on the Navigator icon (usually in the top-left corner).
  • Go to Me > Absences (or search for Absences in the search bar).

3. View Absence Balances:

  • In the Absences section, you will see your Current Balance for the available absence plans (e.g., vacation, sick leave, etc.).
  • This shows your current leave balance based on the latest calculations.

4. Projected Balances:

  • To view Projected Balances (future balances after applying accruals and planned absences):
    • In the same Absence Records area, look for a section or tab labeled Projected Balance or similar.
    • This section displays the leave balance expected after the next accrual period and accounts for any scheduled or approved future absences.

5. View Accrual Rates:

  • The accrual rates are typically displayed alongside the leave balances.
  • Look for an area showing how much leave you accrue per period (e.g., monthly or annually). This may be labeled as Accrual Rate or Accrual Details.
  • If not immediately visible, click on your Absence Plan Details (e.g., Vacation Plan or Sick Leave Plan) to see a breakdown of how leave is accrued over time.

6. Download or Print (Optional):

  • You can print or download the accrual details and balances if needed by using the export options available within the Absences module.

For Managers or HR: Viewing Employee’s Leave Balances and Accrual Rates

1. Log in to Oracle Fusion:

  • Ensure you are logged in with a role like Manager, HR Specialist, or Absence Administrator.

2. Navigate to Manage Absence Records:

  • From the Home page, click on the Navigator icon and go to My Client Groups > Absences.
  • You can also use the search bar to look for Manage Absence Records.

3. Search for the Employee:

  • In the Manage Absence Records screen, search for the employee whose absence data you want to view.
  • Enter the employee’s name or employee ID in the search field.

4. View Current Leave Balance:

  • Once the employee’s record is displayed, you will see their Current Absence Balances for each plan.
  • This data shows how much leave the employee currently has for each absence plan (e.g., vacation, sick leave).

5. Projected Leave Balance:

  • In the employee’s absence details, look for the Projected Balance section.
  • This will show the employee’s projected balance after the next accrual period or future-dated transactions, such as planned time off.

6. View Accrual Rates:

  • To view the employee’s Accrual Rates, open the specific Absence Plan (e.g., Vacation Plan).
  • You can then view how much leave the employee accrues per period (monthly, annually, or based on other intervals defined in the plan).
  • The accrual rate is typically listed alongside other details like carryover rules, maximum balance limits, and the accrual calculation date.

7. Run Accrual Reports (Optional):

  • If needed, you can run reports to get detailed information on current and projected leave balances, as well as accrual rates, for multiple employees.
  • Navigate to the Reports and Analytics section, and search for absence or accrual-related reports such as the Accrual Balance Report.
  • Set parameters like employee name, department, or absence plan and generate the report.

Key Features to Look For:

  • Current Balance: Shows the amount of leave currently available to the employee.
  • Projected Balance: Reflects the balance after the next accrual cycle or based on planned absences.
  • Accrual Rate: Shows how much leave is accrued per period (e.g., per month or year).

Best Practices:

  • Regular Review: Employees and managers should regularly review current and projected balances, especially before approving time off, to avoid overusing leave.
  • Audit and Compliance: HR teams should use the accrual reports to ensure employees’ balances and accruals comply with company policies.

By following these steps, you can effectively manage and view current and projected leave balances and accrual rates in Oracle Fusion.

View Current And Projected Leave Balance And Accrual Rates

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