Absence Management Rel 9

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 time
• Define accrual policies
• Report absences and process absences
• Review processing results
• Make adjustments to accruals
• Correct reported absence data

A Live Virtual Class (LVC) is exclusively for registered students; unregistered individuals may not view an LVC at any time. Registered students must view the class from the country listed in the registration form. Unauthorized recording, copying, or transmission of LVC content may not be made.

Audience

• Functional Implementer

Course Topics 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

Course Objectives

• 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