Absence Management Rel 9 (D46215GC20)
This course covers functionality for defining absence rules, recording and processing absences, and sending the results to a payroll system using PeopleSoft Enterprise 9.0 Absence Management.Participants will create rules that track the time payees are out sick, on vacation, or absent for other reasons, and will define the conditions that must be met before absences can be paid. They will also learn how to define accrual policies for various types of absences, build a processing framework, enter and process absences, and view processing results, observing how the system applies the rules that they have defined. Finally, participants learn about self-service absence tasks, along with approvals workflow and the delegation of absence reporting tasks.Learn To:Create rules for tracking employee absence timeDefine accrual policiesReport absences and process absencesReview processing resultsMake adjustments to accrualsCorrect reported absence data
Skills Gained
- Create organizational, processing, and calendar frameworks
- Build rules for tracking absences and accrued time off
- Create and assign work schedules
- Enter absences and forecast entitlement
- Process absences and view the results
- Adjust entitlement balances
- Send absence data to your payroll system
- Describe self-service absence functionality
Who Can Benefit
- Functional Implementer
Prerequisites
- Understanding of basic navigation and PeopleSoft concepts
- Human Resources Rel 9.0
- Use of control tables to enforce business rules
- Able to run processes and reports
Syllabus
Creating Schedules
- Creating Work Schedules
- Creating Holiday Schedules
- Viewing Schedules
- Assigning Schedules
Defining Absence Entitlement Elements
- Explaining Absence Types and Reasons
- Creating Rules for Paid and Unpaid Absences
Setting Up Supporting Elements
- Describing System Elements
- Creating Variable Elements
- Creating Date Elements
- Creating Duration Elements
- Creating Formula Elements
- Creating Brackets
Defining the Organizational Framework
- Defining Element Groups
- Defining Eligibility Groups
- Defining Pay Entities
- Defining Pay Groups
- Mapping Pay Groups
Defining the Processing Framework
- Defining Sections
- Defining Process Lists
Setting Up Calendars
- Defining Run Types
- Defining Periods
- Defining Calendars
- Defining Calendar Groups
- Explaining Absence Processing
- Explaining Absence Processing
Entering and Processing Absences
- Entering Absences
- Explaining Absence Processing
- Running the Absence Process
- Viewing Processing Results
Viewing Absence Processing Results
- Explaining the Result Tables
- Viewing Online Processing Results
Overriding Supporting Elements
- Defining Supporting Element Overrides
- Explaining the Override Hierarchy
Adjusting Frequency-Based Entitlement
- Explaining Methods for Adjusting Entitlement
- Adjusting an Entitlement Balance
- Overriding an Entitlement Rule
Generating Positive Input for Payroll
- Explaining the Creation of Positive Input
- Explaining the Creation of Positive Input
- Mapping Earning and Deduction Elements to Payroll
- Linking Earning and Deduction Elements to Take Elements
Defining Absence-Based Entitlements and Takes
- Creating Absence-Based Entitlement Elements
- Creating Take Elements with Absence-Based Entitlement
- Explaining How to Link Related Absences
- Adjusting Absence-Based Entitlement
Implementing Absence Take Features
- Defining Qualifying Periods for Using Entitlement
- Defining Rules for Negative Absence Balances
- Mapping Take Elements
Defining Absence Forecasting and Balance Inquiry
- Setting Up Forecasting and Balance Inquiry Processing
- Forecasting Entitlement for an Absence Event
- Viewing Current and Projected Absence Balances
Implementing Segmentation
- Explaining Segmentation
- Creating Segmentation Rules
- Viewing, Adding, and Deleting Segmentation Triggers
- Explaining Peroration
Sending Absence Data to Payroll
- Explaining the Data Transmission Process
- Sending Absence Data to Payroll
- Explaining Payroll Processing with Absence Data
Processing Retroactivity
- Explaining Retroactivity
- Defining Rules for Retroactive Processing
- Defining Rules for Retroactive Processing
- Defining Rules for Retroactive Processing
Processing Off-Cycle Transactions
- Processing Off-Cycle Corrections
- Processing Off-Cycle Corrections
Defining Self-Service Absence Transactions
- Describing Setup Steps for Self-Service Tasks
- Explaining Self-Service Tasks for Employees
- Explaining Self-Service Tasks for Employees
Working with Approvals
- Describing Approval Processing
- Describing Approval Process Definition Setup
- Enabling Approval Processing for Absence Takes
- Describing AWE Administrator Actions for Approvals
Working with Delegation
- Explaining Delivered Absence Management Delegation Setup
- Describing Administrator Actions for Delegation
