PTO Carryover

Dears
I need to set up the expiry date for the Carried Over Days as following:
2012 Days should Carried over to 2013,
2012 Days should not Carried over to 2014.
2013 Days should Carried over to 2014,
2013 Days should not Carried over to 2015.
PTO Carry Over formula:
DEFAULT FOR ACP_CONTINUOUS_SERVICE_DATE IS '4712/12/31 00:00:00' (date)
DEFAULT FOR ACP_SERVICE_START_DATE IS '4712/12/31 00:00:00' (date)
INPUTS ARE Calculation_Date (date),
Accrual_term (text)
Effective_Date = to_date('3112' + to_char(Calculation_date, 'YYYY'), 'DDMMYYYY')
IF (Accrual_term = 'PREVIOUS') AND (Effective_Date >= Calculation_Date) THEN
Effective_date = ADD_YEARS(Effective_Date, -1)
Expiry_Date = add_years(Calculation_date, 1)
Max_carryover = 5
Process = 'YES'
RETURN Max_Carryover, Effective_date, Expiry_Date, Process
My inviroment: R12.1.3
Regards

what are the parameters you are passing in carryover concurrent program.
check weather you are using the correct combination of calculation date and the term.

Similar Messages

PTO Carryover up front accruals

Hi
My PTO Carryover formula does not seem to work. I am using up front accruals (i.e. everyone is entitled to 25 days holiday from their hire date, they do not "acrrue" holiday and this 25 days is reset every year).
My main accrual formula is working fine, but the carry over process is not.
The carryover formula includes a Max_carryover of 15 days. However, everytime I run the PTO carry over concurrent process it carries over 15 days for everyone, even if they have fewer than 15 days left to take for this current year.
E.g. employee is entitled to 25 days. Takes 20, so has 5 days left. Run the carryover process, expect the new balance for the next year to be 30 (i.e. 25 + 5 carried over), but it isn't, it's 40.
Am happy to share my formulas with anyone if they wish to see it, but has anyone come across this problem before?
Thanks
Tim

Hi group,
I have searched metalink for a solution and I found out that I need to change the looping formula but the problem it’s protected it against update. How can I update it.
The note Number is
How to get Accruals to Calculate on Inactive Assignments (i.e.Unpaid Leave of Absence) Doc ID: Note:257877.1

PTO Carry Over Process errors out

Hi ,
I am trying to run the PTO Carryover process and I am giving the parameters for calculation date - 01-jan-2010 and accrual term as 'Previous'.
I have a biweekly payroll and payroll period is '28-dec-2009' to '10-jan-2010'. We are using the seeded 'PTO_PAYROLL_CARRYOVER"
formula in accrual screen. when I run the PTO Carryover process I am getting the below error.
ORA-20001: An error has occurred in a user defined function at line 130 of the formula PTO_PAYROLL_CARRYOVER.
The error text associated with the function call is:
The system cannot calculate accruals for this date becuase the employee's payroll did not exist for the full accrual term..
Please correct the problem with the function call, or contact your system administrator or support representative.
I assume that i am getting this error because 31-dec-2009 falls in between payroll period 28-dec-2009 and 10-jan-2010. the seeded formula is calculating
as of 31-dec-2009 which is in between payroll period. Can you please help me. we need to do the carry over process.

Hi,
What is the application release?
Please see if these documents help.
Note: 402404.1 - PTO Carryover Process Error: ORA-20001 Line 39 Of The Formula PTO_PAYROLL_CARRYOVER
Note: 473272.1 - PTO Carryover Errors ORA-20001: An Error Has Occurred In A User Defined Function At Line 65 Of The Formula PTO_PAYROLL_CARRYOVER
Regards,
Hussein

Screen Carryover

I'm using Safari for windows on a PC running XP. When switching between tabs, the whole screen from the previous tab stays visible in the new tab especially when it is the "top sites" page. I will go to another open tab and it still looks like the "top sites page". If I select text or a link or something like that, it will appear, but just that little piece (the same applies when I scroll).
It sounds kinda similar to the "Black Screen" issue that some people were having with Safari & iTunes, but I tried that fix and it didn't help either.
Please let me know if any of you have had a similar situation or know how to fix it, thanks

Hi,
What is the application release?
Please see if these documents help.
Note: 402404.1 - PTO Carryover Process Error: ORA-20001 Line 39 Of The Formula PTO_PAYROLL_CARRYOVER
Note: 473272.1 - PTO Carryover Errors ORA-20001: An Error Has Occurred In A User Defined Function At Line 65 Of The Formula PTO_PAYROLL_CARRYOVER
Regards,
Hussein

Impact of running dcmctl resetHostInformation

Hi all,
Just wondering, what is the exact impact of running dcmctl resetHostInformation ?
I have a working infra and a working midtier, however, the midtier is not accessible from EM because it's listed as localhost.localdomain. Oracle support claims it was installed this way but it was not.
So im wondering, can I run emctl resetHostInformation on the midtier only or do I have to run it on infra too?

Hi Murugesh,
As mentioned by Giuseppe the PTO carryover process will always recalculate the latest balance, but it is always recommended to follow a cut-off date till which you allow employees to apply and get all the leaves approved. Post that cut-off date you block the previous year leave application in system and run the carry-over process.
Thanks,
Sanjay

Absence Management set-up Documentation

Hello,
Can anyone share any documentation about absence management. We wanted to start using this functionality. Any help is greatly appreciated.

You can look at the following sources. If you know the basics of absences, suggest going through the PTO FAQ first, otherwise go through the comp and ben guide first.
1. PTO FAQ -
https://metalink2.oracle.com/metalink/plsql/f?p=130:14:5911870172542922414::::p14_database_id,p14_docid,p14_show_header,p14_show_help,p14_black_frame,p14_font:NOT,146730.1,1,1,1,helvetica
2. Oracle HRMS Compensation and Benefits Management Guide -> Chapter 4 : Leave and Absence Management
http://download.oracle.com/docs/cd/B25516_18/current/acrobat/115hrcbug.zip
The link is for the generic one, choose the one for your legislation from the apps documentation.
http://download.oracle.com/docs/cd/B25516_18/current/html/docset.html
Some additional metalink notes for quick references
3. How Do You Set Up an Accrual Plan for HR-Only?
https://metalink2.oracle.com/metalink/plsql/f?p=130:14:5911870172542922414::::p14_database_id,p14_docid,p14_show_header,p14_show_help,p14_black_frame,p14_font:NOT,1064687.6,1,1,1,helvetica
4. How Does the PTO Carryover and Accrual Balance Work?
https://metalink2.oracle.com/metalink/plsql/f?p=130:14:5911870172542922414::::p14_database_id,p14_docid,p14_show_header,p14_show_help,p14_black_frame,p14_font:NOT,734240.1,1,1,1,helvetica
Hope that helps. Post any specific questions.

Help Needed !!!!! in New Hire Proration and Carryover (PTO Accruals)

Dear All,
We are facing a problem in Accrual formula where
Accrual Term is 1-July to 30 June
Accruing Multiplier is 'M'
Accruing Frequency is 3 Months
Accrual Rate is 5 Days
Employee gets Leave at the end of each quarter
1st Quarter (July-Aug-Sep) - 5 Days
2nd Quarter (Oct - Nov - Dec) - 5 Days
3rd Quarter (Jan - Feb - Mar) - 5 Days
4Th Quarter (Apr - May - Jun) - 6 Days
Total 5+5+5+6 = 21 Days
This accrual Plan is working fine for employees joining before the accrual start date of 1-Jul or employees joining on the first date of the first month of any quarter.
But for any employee joining after 1-Jul we should get the prorated leave entitlement
We have identified and developed the logic for the number of days a new joinee would accrue if he joins in the middle of a Accrual period. I am detailing out the following logic
The SQL for this is as follows
SELECT (ROUND((21/365*(fffunc.days_between(:Hire_date,:Current_accrual_Period_End_Date)+1))/5,1)*5)*-1 FROM DUAL
My query to all Fastformula Gurus is that how can i incorporate this leave proration logic for employees joining in the middle of the accrual period into my Accrual Fastformula.
Any help is appreciated guys.
If anyone wants to look at the code for the Accrual fastformula, you guys can Message me on the forum
Cheers
Sachin

To achieve your requirement, you need to change the accrual sub formula PTO_PAYROLL_PERIOD_ACCRUAL. Follow the below steps.
A.Create a pl/sql function :
1. Create a new Pl/Sql Function in similar lines with parameters as p_assignment_id, p_date_earned, p_plan_id and p_number_of_years;
2. The new function should call the pl/sql function per_utility_functions.Get_Accrual_Band passing values of p_plan_id and p_number_of_years.
3. After the above function call, invoke your custom procedure to get the accrual value based on grade (passing p_assignment_id and p_date_earned as parameters).
4. call the procedure per_formula_functions.set_number to set the ceiling value.
So overall your function should like this
FUNCTION <function name>(p_assignment_id NUMBER,p_date_earned DATE,p_plan_id NUMBER, p_number_of_years NUMBER ) RETURN NUMBER IS
< variables declaration>
l_ceiling number;
BEGIN
l_return := per_utility_functions.Get_Accrual_Band(p_plan_id,p_number_of_years);
IF l_return = 1 THEN
return l_return;
ELSE
l_return := <your custom function>(p_assignment_id,p_date_earned,l_ceiling);
l_error := per_formula_functions.set_number('CEILING' ,l_ceiling);
END IF;
END <function name>;
l_error := per_formula_functions.set_number('CEILING' ,l_ceiling);
B. Create a Formula Function with the above pl/sql function with p_assignment_id, p_date_earned, p_plan_id as context usages and p_number_of_years as parameter.
C. Copy the Formula PTO_PAYROLL_PERIOD_ACCRUAL and replace the entry of Get_Accrual_Band with your custom formula function defined in step B.
D. Copy the formula PTO_PAYROLL_BALANCE_CALCULATION and replace the entry of PTO_PAYROLL_PERIOD_ACCRUAL with your custom formula defined in step C.
Hope this helps.
Regards,
Sharath

Simple leave carryover

Hello,
I am trying to write a carryover formula that follows the following steps:
a.) Find out how many days employee has remaining
b.) Carry over remaining days not more than x number of days
But how do I configure this in oracle. Also what triggers the carry over formula to run. Do I have to run a conccurrent program for this to happen?
This is what I currently have although it doesn't seem to have any effect on employee accruals when I change my effective date to the next year:
NAME : KS_PTO_ANNUAL_CARRYOVER
This formula is a carryover formula for the yearly accrual plan
DEFAULT FOR ACP_CONTINUOUS_SERVICE_DATE IS '4712/12/31 00:00:00' (date)
DEFAULT FOR ACP_SERVICE_START_DATE IS '4712/12/31 00:00:00' (date)
DEFAULT FOR EMP_HIRE_DATE IS '4712/12/31 00:00:00' (date)
INPUTS ARE
Calculation_Date (date),
Accrual_term (text),calc_start (date),calc_end (date),max_carry_over (number)
LEAVE_INFO_TABLE = 'LEAVE-INFORMATION'
calc_start= GREATEST(EMP_HIRE_DATE,TO_DATE('0101'||TO_CHAR(Calculation_Date,'YYYY'),'DDMMYYYY'))
calc_end=TO_DATE('3112'||TO_CHAR(Calculation_Date,'YYYY'),'DDMMYYYY')
Max_Carryover = to_number(get_table_value(LEAVE_INFO_TABLE,'Carry Over Max Days','Annual Leave',Calculation_Date))
Effective_Date = calc_start
Expiry_Date = calc_end
Process = 'YES'
RETURN Max_Carryover, Effective_date, Expiry_Date, Process

Your formula looks good - hopefully it does the trick!
You need to run the 'PTO Carry Over' concurrent program to execute the Fast Formula.

PTO carry over FF not reprocessing all employees

Hi
I have created a simple custom accrual plan with simple custom accrual formula and custom carryover formula.
I am trying to modify the a custom carryover formula and run the PTO carry over process with the "REPROCESS ALL" parameter set to 'YES' but the carryover formula is not REPROCESSING all the employees.
Am I missing something?

Hi,
Could you please correct me whether you have been attached multiple leave elements to this accrual plan ?
Otherwise system only carry over particular leave attached to accrual plan.
Thanks
AshokP

Issue with PTO (Paid Time Off) quota generation

Hi All,
We have an issue with quota generation of PTO for our employees.
The issue goes like this:
We have a Paid time off for employees 5weeks( 200 hrs) for employees who have worked less than 5 years.
we have paid time off for employees 6 weeks ( 240 hrs) for employees who have worked more than 5 years.
we have the following logic that has to go in this config:
-- Our fiscal year starts on Feb 1st and ends on Jan end or Feb starts which has a full week of working days. ( ex: if 01/31/2012 falls on a Thursday the following Monday which has full 5 day working week would be the end of the fiscal year).
-- Depending on the working hours of the employees and the date of joining for the first year ( for new hires)0041 info type the eligibility gets varied and reduced. Ex( employees who joins on start of fiscal year and works 40hrs per week schedules is eligible for 200hrs of PTO. Employees who join in the month of august and works for 35 hrs per week ( i.e mid of fiscal year) would get 91 hrs of PTO.
I need to put this in the system. I am thinking this could be done with out tweaking PCR.I need help in configuring this in Absence quotas as to what are the things i need change in system config and how do i do it. Please help with some screen shots if possible. I really need this to get it done ASAP. Looking forward for help.
Thanks,
Chowdary.

We use TM00 schema. Can i call TS15 and TS 12 rules into TM00 acheieve my issue of quota entilements?
Iam doing this because my businees needs to see if an employee chages his work schedule from 40 to 30 or 20 etc.. the PTO has to vary accordingly.
As the minimum eligibility is to work for 20 hrs to avail the PTO days. If at any point the employee drops it under 20 he will not be eligible till he work any this >= 20hrs per month so the evaluation has to check periodically to update the quota availability.... I need help plz suggest ...

Query-Paid Time Off (PTO)

Hi,
I am working on Time Management. I have a query. I need to set the PTO (Paid Time Off) right wherein the Details given as under:-
Scenario:-
1) Length of Service=0-0.99
Accrual hours per pay period=4.01
Yearly Equivalent= 96 Hours
Maximum Hours of Accrual=96
2) Length of Service=1-1.99
Accrual hours per pay period=4.01
Yearly Equivalent= 96 Hours
Maximum Hours of Accrual=144
Here the query is that the Maximum number of Hours to be accrued should be 96+96=192 but the client wants it to be 144 and not 192 but clients wants to add the Scenario 1 and 2 for maximum number of hours but the total should not exceed 144. Same is the case with other scenarios given wherein I need to add maximum number of hours but there is limit set for total.
I went to T559L but unable to understand how to incorporate the above stated.
Kindly help.
Regards,
Garima

Hi,
Kindly go give a reply.
I need to solve the query.
It will be suitably rewarded.
Regards,
Garima

PTO ( Paid Time Off ) Quota Correction

Hi,
Can someone tell me how to make quota corrections to PTO for all the EE's to 40 hours beginning on 10/01/2007 .
Thanks,
Swarna.

Hi,
You can use the Quota Corrections infotype (2013) to influence how these accrual entitlements are generated and transferred from the table:
· You can increase, decrease, or replace an accrual entitlement (set to a fixed value).
· You can make the accrual entitlements available for deduction immediately in the Absence Quotas infotype (2006).
An employee has joined your company from another company. His or her contract has guaranteed a one-off entitlement of ten days of leave when the employee joins your company. You therefore want to increase the employees leave quota by 10 days. You want the entitlement to be immediately available in the Absence Quotas infotype (2006) so that the employee can take the ten days of leave.
Structure
You can only use the infotype to change absence quotas that are accrued in time evaluation. The changes are taken into account the next time that time evaluation is run. Time evaluation carries out a recalculation starting on the day for which you have entered the quota correction. You can view the results of the quota correction in the Quota Overview (transaction PT50).
Transfer time
The Absence Quotas infotype (2006) does not take account of quota corrections immediately. The infotype is updated at a specific transfer time that is determined in Customizing.
If you want to make the corrected accrual entitlements available directly in the Absence Quotas infotype (2006), you can also immediately transfer the accrual entitlements accumulated in time evaluation and the quota number specified in the infotype. You do this by setting the Transfer field to Transfer collected entitlement immediately.
Replace and increase
In the case of automatic accrual, time evaluation can either replace or increase the existing accrual entitlements in the Absence Quotas infotype (2006). You will generally want to use the Quota Corrections infotype (2013) to change only accrual entitlements that are increased by time evaluation.
If the accrual entitlement is replaced by the quota correction, you can only choose the Transfer collected entitlement immediately function for quotas that are to be replaced. If the entitlement were not transferred immediately, time evaluation would overwrite the correction immediately.
If an accrual entitlement is replaced by the quota correction, you can only enter one record for each day. This is because a second quota correction would overwrite the first one, thereby making it void.
Customizing
To check whether a quota is replaced or increased, choose the Customizing step:
Personnel Time Management --> Time Data Recording and Administration -->Managing Time Accounts Using Attendance/Absence Quotas --> Calculating Absence Entitlements --> Automatic Accrual of Absence Quotas --> Permit Generation of Quotas in Time Evaluation.
Cheers
Prasanth

PTO Conversion in Time management

Hi All,
I'm trying to convert PTO(Paid Time Off) from Legacy to SAP .
My question is that in which infotype I should run the conversion program
is that in 2006(Abscence Quotas) or 2013(Quota Correction).
Could any body help me on this.
Thanks,
Raji

Hai
If its a separate quota in ur system, u can give directly in 2006. If u want to update a quota which is already generated then u can go for 2013.
Manohar

Date Variable in Carryover jobs

Is there a way to lock a date variable, in the parameter, for specific jobs that occasionally carryover?
The goal is to keep the date from flipping when a few specific jobs carryover.

Hi Rick!
you would need to set a variable... remember that parametes are calculated at runtime when the job goes active so you can't use on a job that could potentially carry over... so use a variable that you set like a processing date that flips at 5pm or something then if it did carry over it would retain the date...
Also don't forget that file dependecies that use variables don't work the same way they calculate at insertion into the schedule (so it knows what to watch for) and that when using dates it can get tricky to make sure they match between dependecy and parameters... especially with jobs that may carry over... which is why we try to avoid wherever possinle
Good luck!
Marc

How to prevent new leave request from SSHR in case of negative PTO accrual

Hi folks,
I am stuck with a peculiar problem.
There are employee in our system who have negative PTO accruals and when they try to create Leave from SSHR, the system allows them to create a leave with a warning.
*"This absence will decrease the employee's PTO net entitlement to less than zero for one or more of their accrual plans."*
I want to prevent the users to complete the Absence form from SSHR, if they have negative PTO accruals.
How can I achieve this, I thought it would be pretty straight forward controlled by a profile !!!
Any help would be appreciated.
Regards
Shah Alam

Hi,
I also have similar requirement, I have done the following to achieve this.
1. Created a custom package with the following procedure.
PROCEDURE NEG_ACR_BAL_CHK ( P_ABSENCE_ATTENDANCE_TYPE_ID NUMBER
,P_EXCEEDS_PTO_ENTIT_WARNING BOOLEAN)
IS
CURSOR CSR_GET_ABS_CAT IS
SELECT ABSENCE_CATEGORY
FROM PER_ABSENCE_ATTENDANCE_TYPES
WHERE ABSENCE_ATTENDANCE_TYPE_ID = P_ABSENCE_ATTENDANCE_TYPE_ID;
l_abs_category varchar2(20);
BEGIN
--Get Absence Category
OPEN csr_get_abs_cat;
FETCH csr_get_abs_cat INTO l_abs_category;
CLOSE csr_get_abs_cat;
IF (l_abs_category <> 'NWPL_AL') AND (P_EXCEEDS_PTO_ENTIT_WARNING = TRUE) THEN
fnd_message.set_name('PER','HR_LOA_EMP_NOT_ENTITLED');
fnd_message.raise_error;
END IF;
END NEG_ACR_BAL_CHK;
2. Then hooked this custom procedure, to the hook package of absence, "HR_PERSON_ABSENCE_BK1.CREATE_PERSON_ABSENCE_A". As per the, note: "Understanding and Using API User Hooks".
Hope this is of help to you.
Regards,
Sri.

PTO Carryover

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