How to Create Learner Access Using Maintain Eligibility Profile

How to Configure ICD for Element Approval

Step 1: Create New Element

Step 2: Create New Link for the above created element

Step 3: Create ICD

Navigation: HR Professional V4.0 à Individual Compensation Distributions à Quick Setup

Create ICD for Element à Search for the Element which you created

Oracle Creates the Plan & Plan Type Automatically via Wizard

Click on Create to Complete ICD creation for Element

Step 4: Create Self Service Function and attach it to the desired Menu for the above created Element

Type: SSWA jsp function

Parameters: (Note: one would get the Plan Type Id from the ICD Search List)

pAMETranType=SSHRMS&pAMEAppId=800&pProcessName=HR_ADV_INDIVIDUAL_COMP_PRC&pItemType=HRSSA&pCalledFrom=DOPA_ICD_DEMO&PLANTYPE=7001

HTML Call:

OA.jsp?akRegionCode=HR_CREATE_PROCESS_TOP_SS&akRegionApplicationId=800&OAFunc=DOPA_ICD_DEMO

Step 5: DFF Segments Created Automatically for ICD  “Demonstration on ICD”

Navigation: System Administrator à Application àFlexfield à Descriptive à Segment à Search for Title “Ben ICD Developer DF”

Step 6: Go to Self Service and Configure desired segments

Click on Apply for Request à Select Element

One has to personalize the page to view all input values of ICD Element

Click on Update and Add Segments as shown below à Apply

Your ICD has been configured on Self Service; one can configure AME for the said transaction in order to get the Approvers

Submitting Concurrent Programs from Self Service

Define Function: XXX_CP_THRU_SSHR

Navigation: System Administrator --> Application --> Function

Properties: SSWA jsp function

Web HTML Call:

OA.jsp?akRegionApplicationId=0&akRegionCode=FNDCPPROGRAMPAGE&scheduleRegion=Hide&notifyRegion=Hide&printRegion=Hide

If in-case one wants to Submit particular request

OA.jsp?akRegionApplicationId=0&akRegionCode=FNDCPPROGRAMPAGE&programApplName=PER&programName=XXX_PROGRAM_SHORT_NAME&programRegion=Hide&scheduleRegion=Hide&notifyRegion=Hide&printRegion=Hide

How to View Request Only

Web HTML Call:

OA.jsp?akRegionCode=FNDCPREQUESTVIEWPAGE&akRegionApplicationId=0&progApplShortName=PER&progShortName= XXX_PROGRAM_SHORT_NAME

Enable Worklist on Oracle Applications Home Page

Set the Following Profile Options at Site Level

1      1)     Enable Configurable HomePage à No

2      2)     FND: Disable Configurable Home Page à True

3      3)     Personalize Self-Service Defn à Yes

Go back to the Home Page à Click on Personalize Page à Complete View à Expand All

Search for “Row Layout: Home Content Row” à Click on Update à Rendered à True at Site Level

How to change Employee Number Generation from Manual to Automatic

Run  the Following Request to Change Employee Number Generation from Manual to Automatic

Concurrent Program Name: Change Person Numbering to Automatic

Add the above said Request in your Request Set and Run the same

How to Setup up Employee Directory

1) Attach the following Function to desired Menu

 User Function Name: Simple Search

 Function Name: HR_EMPDIR_SIMPLESRCH_SS

2) Run the Following Program to Get Employee Directory Details before one starts up with "Employee Directory"

Concurrent Program:   Refresh Employee Directory

Parameters:

Refresh Mode: Complete

Refresh Date: <Specify Date>

Source System: PER

Process Multiple Assignment: N

Refresh Images: N

   Note: Attach the Menu to desired Responsibility and get it started !!!

How To Setup Cheque Writer (generic) with Template

1.  Set the Pay_Action_Parameters RUN_XDO and PRINT_FILE up properly. 

·         The parameter RUN_XDO (Run XML Publisher for Report Generation) should be set to the value of 'Y'  

Insert into pay_action_parameters
(PARAMETER_NAME, PARAMETER_VALUE)
values ('RUN_XDO', 'Y');
Commit ;

2         The parameter PRINT_FILES (Use concurrent request to print files) should be set to the value of 'Y'.

Insert into pay_action_parameters
(PARAMETER_NAME, PARAMETER_VALUE)
values ('PRINT_FILES', 'Y');
Commit;

3.  Go to the $FND_SECURE directory and capture the full path where the DBC file is located.

4.   Ensure that the Pay_Action_Parameter DBC_FILE (DBC file used to get JAVA connection) exist in the table and contains the value DBC Path file.

Insert into pay_action_parameters
(PARAMETER_NAME, PARAMETER_VALUE)
values ('DBC_FILE', 'XXXX');

commit;

here XXXX is the full path of DBC file including the filename ,  it should be something like /oracle/TEST/inst/apps/TEST_erpdemo/appl/fnd/12.0.0/secure/TEST.dbc

where TEST.DBC is the correct DBC file at your instance

·         Save the file and  Bounce the Apache and Concurrent Manager listeners.

The Below steps describes on how to Attach the Template to "Cheque Writer (generic)"

5.  Go to XML Publisher Administrator -> Templates -> Search for "Saudi Cheque Template" -> Download the RTF "PAYSACHQ_en.rtf"

6 Create New Data Definition and set the Code of the Data Definition as short name of the Request "Cheque Writer (Generic)" i.e. CHEQUE_WRITER_GEN

Data Definition : XXX_CHEQUE_WRITER_DD

Code: CHEQUE_WRITER_GEN

7 Create New Data Template and upload the RTF to the Data Template

Data Template:  XXX_CHEQUE_WRITER_DT 

Code: CHEQUE_WRITER_GEN

Application: PAYROLL

Data Definition : XXX_CHEQUE_WRITER_DD

Upload RTF: PAYSACHQ_en.rtf

8 Now, Test the Request

Function to Get Net Accruals

SELECT TO_CHAR
          (per_utility_functions.get_net_accrual
                                 (:v_asg_id,                                          
                                  :v_payroll_id,
                                  :v_business_group_id,
                                  NULL,
                                  TO_DATE (:v_date),
                                  61, -- Accrual Plan ID
                                  NULL,
                                  NULL
                                 )
          )
  FROM DUAL;

How to Setup up Leave Accrual Plan

Accrual Plan:

Oracle Provides Accrual plan Functionality for calculating leaves balance calculation and Balance Carry Over calculations

The following points should be taken into consideration for calculation Balances

1.       Opening Balance : -

Some of the Organization Provides Yearly opening balance to employee. We need to store these opening balances in an Element

2.       Leave Adjustment: -

There are cases in which adjustments are made because of redundancies in calculation of leave balance. In such cases we need to store these adjustments in an element and make the use of the same.

3.       Leave Encashment:

Organizations provide policy for encashment of leave when Leave balance exceeds a given amount. In order to capture these details, we need to have an element for the same

How to Setup Leave Accruals

1)     Create New Element for Opening Balance

Navigation: HRMS Super User à Total Compensation à Basic à Element Description

2)     Create New Element for Adjustment Days

Navigation: HRMS Super User à Total Compensation à Basic à Element Description

3)     Create New Element for Leave Encashment

Navigation: HRMS Super User à Total Compensation à Basic à Element Description

4)     Create Link for all the three Elements created Above

Navigation: HRMS Super User à Total Compensation à Basic à Link

5)     Define Accrual Plan

Navigation: HRMS Super User à Total Compensation à Basic à Accrual Plan

6)     Go to Accrual Bands to define the No of Leaves employee could avail during the Year

7)     Go to Net Accrual Calculations to record the leave calculation

8)     When one creates an accrual plan, system automatically generate below said elements and their corresponding links too (Create Links Manually if not created Automatically)

·         Vacation Leave Plan

·         Vacation Leave Plan Carried Over

·         Vacation Leave Plan Payroll Balance

·         Vacation Leave Plan Residual

·         Vacation Leave Plan Tagging

9)      Register Employee with the Accrual Plan

Navigation: HRMS Super User à People à Enter &Maintain à Search for an Employee à Assignment à Entries à Add “Vacation Leave Plan” on Effective Date

10)    How to View Employee Accruals

         Navigation: HRMS Super User à Fastpath à Accruals

 

Now in the Above Scenario we are using the seeded Formula “PTO_PAYROLL_CALCULATION”, this would calculate as per the accrual bands set for the said duration of Service. 

Requirements could vary as per each of the clients; we have created a scenario wherein we would be taking the Accruals as per the contract type of the employee

1.      The Total Accruals are stored in User Tables

Navigation: HRMS Super User à Other Definitions à Table Structure / Table Values

2.      Create New Function which would return, Leaves Accrued as on Effective Date

CREATE OR REPLACE FUNCTION APPS.xxx_get_leave_accrual_f (

   p_business_group_id         NUMBER,

   p_assignment_id             VARCHAR2,

   p_calculation_date          DATE,

   p_contract_start_date   OUT DATE,

   p_contract_end_date     OUT DATE

)

   RETURN NUMBER

AS

   l_err_msg              VARCHAR2 (500) := NULL;

   l_person_id            NUMBER := NULL;

   l_hire_date            DATE := NULL;

   l_nationality          VARCHAR2 (250) := NULL;

   l_contract_type        VARCHAR2 (250) := NULL;

   l_yearly_accrual       NUMBER := NULL;

   l_per_day_accrual      NUMBER := NULL;

   l_accrual_start_date   DATE := NULL;

   l_calc_start_date      DATE := NULL;

   l_accrual_total_days   NUMBER := NULL;

   l_net_accrual          NUMBER := 0;

BEGIN

  

   BEGIN

      SELECT   per.person_id,

               NVL (

                  hr_general.decode_lookup ('NATIONALITY', per.nationality),

                  'XX'

               )

                  nationality,

               pps.date_start hire_date,

               ppg.segment6 contract_type

        INTO   l_person_id,

               l_nationality,

               l_hire_date,

               l_contract_type

        FROM   per_all_people_f per,

               per_all_assignments_f paaf,

               per_periods_of_service pps,

               pay_people_groups ppg

       WHERE       per.person_id = paaf.person_id

               AND per.person_type_id IN (1126, 1127)

               AND paaf.assignment_type = 'E'

               AND paaf.assignment_status_type_id IN (1, 2)

               AND paaf.primary_flag = 'Y'

               AND paaf.business_group_id = p_business_group_id

               AND paaf.period_of_service_id = pps.period_of_service_id

               AND p_calculation_date BETWEEN per.effective_start_date

                                          AND  per.effective_end_date

               AND p_calculation_date BETWEEN paaf.effective_start_date

                                          AND  paaf.effective_end_date

               AND paaf.assignment_id = p_assignment_id

               AND paaf.people_group_id = ppg.people_group_id;

   EXCEPTION

      WHEN OTHERS

      THEN

         l_err_msg := SQLERRM;

         debug_script_p ('Exception - Employee Details: ' || l_err_msg);

   END;

   IF l_contract_type IS NOT NULL

   THEN

      SELECT   hruserdt.get_table_value (p_business_group_id,

                                         'Leave Accruals',

                                         'Vacation Leave',

                                         l_contract_type,

                                         p_calculation_date)

        INTO   l_yearly_accrual

        FROM   DUAL;

   END IF;

   l_per_day_accrual := ROUND ( (l_yearly_accrual / 360), 3);

   l_accrual_start_date :=

      TO_DATE ('01-JAN-' || TO_CHAR (p_calculation_date, 'YYYY'),

               'DD-MON-YYYY');

   IF l_accrual_start_date > l_hire_date

   THEN

      l_calc_start_date := l_accrual_start_date;

   ELSE

      l_calc_start_date := l_hire_date;

   END IF;

   l_accrual_total_days := p_calculation_date - l_accrual_start_date;

   l_net_accrual := ROUND (l_accrual_total_days * l_per_day_accrual, 0);

   p_contract_start_date := l_hire_date;

   p_contract_end_date := TO_DATE ('31-DEC-4312', 'DD-MON-YYYY');

   RETURN l_net_accrual;

EXCEPTION

   WHEN OTHERS

   THEN

      RETURN 0;

END;

/

3.      Define the above create Function in the System as “Database Function”

Navigation: HRMS Super User à Other Definitions à Formula Function

Define the Context Usage Parameters & Actual Parameters used in SQL Function

4.      Define Fast Formula

Navigation: HRMS Super User à Total Compensation à Write Formula

/*

CREATED BY      : BIJOY JOSEPH

PURPOSE         : CALCULATE ACCRUAL PLAN

         

CREATION DATE   : 01-MAY-2013

*/

ALIAS ASG_GRADE                            AS GRADE

ALIAS ASG_EMPLOYMENT_CATEGORY              AS EMP_CAT

/* DEFAULT SECTION */

DEFAULT FOR LRATE                 IS '0'

DEFAULT FOR GNONQAT               IS '0'

DEFAULT FOR GQAT                  IS '0'

DEFAULT FOR BGROUP                IS 'NOT ENTERED'

DEFAULT FOR EMP_CAT               IS '  '

DEFAULT FOR ASG_GRADE             IS 'NOT ENTERED'

DEFAULT FOR ASG_NUMBER            IS '0'

DEFAULT FOR ACCRUAL_PLAN_ID       IS  0

DEFAULT FOR EMP_HIRE_DATE         IS '01-JAN-0001' (DATE)

DEFAULT FOR EMP_TERM_DATE         IS '01-JAN-0001' (DATE)

DEFAULT FOR CALCULATION_DATE      IS '02-JAN-0001' (DATE)

DEFAULT FOR SYSDATE               IS '01-jan-0001'(DATE)

DEFAULT FOR SUS_DATE              IS '01-jan-0001'(DATE)

DEFAULT FOR SESSION_DATE          IS '01-jan-0001'(DATE)

DEFAULT FOR YEAR_START            IS '01-jan-0001'(DATE)

/* INPUT SECTION */

INPUTS ARE CALCULATION_DATE (DATE)

ACCRUAL_DAYS=0

L_CONTRACT_SD ='0001/01/01 00:00:00'(DATE)

L_CONTRACT_ED ='0001/01/01 00:00:00'(DATE)

ACCRUAL_DAYS = AQS_GET_LEAVE_ACCRUALS(CALCULATION_DATE,L_CONTRACT_SD,L_CONTRACT_ED)

EFFECTIVE_START_DATE = GREATEST(EMP_HIRE_DATE, L_CONTRACT_SD)

IF (EMP_TERM_DATE WAS DEFAULTED ) THEN

(

  EFFECTIVE_END_DATE  = L_CONTRACT_ED

)

ELSE

(

 EFFECTIVE_END_DATE  = EMP_TERM_DATE

)

EFFECTIVE_END_DATE = LEAST(EFFECTIVE_END_DATE,L_CONTRACT_ED)

ACCRUAL_END_DATE = CALCULATION_DATE

TOTAL_ACCRUED_PTO = ROUND(ACCRUAL_DAYS,0

)

RETURN TOTAL_ACCRUED_PTO,

       EFFECTIVE_START_DATE,

       EFFECTIVE_END_DATE,

       ACCRUAL_END_DATE

5.      Attach the Accrual Formula to the corresponding PLAN and test various scenarios