DO.070 USER GUIDE
Absence Management
Author:
AppsPro HCM Team
Preparation Date:
24-April-2020
Last Updated:
24-April-2020
Document Version:
1.0
Approvals:
Name
Position
Signature
1
Document Control
1.1
Change Record
18
Date
1.2
Author
Version
Change Reference
Reviewers
Name
Position
Mohammed Ragab
Sara Fakhri
Oracle HCM Portfolio Leader
Senior HCM Consultant
Note To Holders:
If you receive an electronic copy of this document and print it out, please write your name on the equivalent of
the cover page, for document control purposes.
If you receive a hard copy of this document, please write your name on the front cover, for document control
purposes.
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Document Control
Contents
1
Document Control .................................................................................................................... 2
2
Introduction ............................................................................................................................... 4
3
How to assign Accrual Plans and run Balance to the User ................................................. 5
4
How to Submit Absence Type as an Employee................................................................... 11
5
How to Submit Absence Type as an Admin ........................................................................ 17
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Document Control
2
Introduction
This manual guides the user how to assign accrual plan, Calculate Balance for each employee, and submit
absence transactions.
2.1 Objectives
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How to assign Accrual Plan and run balance to the User.
How to submit Absence Type as an employee.
How to submit Absence Type as an admin.
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Introduction
3
How to assign Accrual Plans and run Balance to the User
Path – Sign In → Navigator/Springboard → Client Group → Person Management → Search for Person
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Click on Action Button.
From Absences menu, choose Absence Records.
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How to assign Accrual Plans and run Balance to the User
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From Plan Participation area, click on Enrollments and Adjustments.
Then, choose Add Enrollments.
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Selece Plan: Add Annual Leave Plan & Casual Leave.
Start Date: should be the hire date of the employee.
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How to assign Accrual Plans and run Balance to the User
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From Accruals button, Choose Run Accruals for All Active Plan.
Note: the second value Run Accruals for Selected plan, means you will run the Accrual Balance for the selected
Plan.
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Select Date: the balance will be calculated at the end of each month; this means you have to choose
the last day each month.
Note: You can make this step automatically for ALL employees by scheduling a scheduled process
called Calculate Accrual and Balances.
The path is: Springboard/Navigator → My Client Group → Absences → Schedule and Monitor Absence
Processes → Calculate Accrual and Balances
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How to assign Accrual Plans and run Balance to the User
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How to assign Accrual Plans and run Balance to the User
Then, press Submit.
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How to assign Accrual Plans and run Balance to the User
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As you can see the Balance now is calculated and prorated based on hire date of the employee.
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How to assign Accrual Plans and run Balance to the User
4
How to Submit Absence Type as an Employee
Path – Sign In → Springboard/Navigator → Personal Information → More Information →Manage Absence
Records
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How to Submit Absence Type as an Employee
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Click on Add Button.
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How to Submit Absence Type as an Employee
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Absence Type: Annual Leave.
Start Date: Identify start date of your request.
End Date: Identify end date of your request.
Start Time: Identify start time of your request.
End Time: Identify end time of your request.
Duration: As you can see the employee submitted 17 days, although his annual balance is 13.929, but
the system will take form the casual leave balance as illustrated bellow.
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Then, press Submit.
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Once the request is submitted, an Approval Cycle is triggered as bellow:
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How to Submit Absence Type as an Employee
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The approval Cycle will go to 1st Manager, 2nd Manager, and 3rd Manager, as explained bellow:
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Press on the link of the notification.
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As you can see, all Ahmed’s request details is explained.
Note: Any approver is able to take an action for any absence request by email, the system, or from the
notification details page.
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How to Submit Absence Type as an Employee
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The 2nd manager will receive an action required notfication after the 1st manager approved the request.
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How to Submit Absence Type as an Employee
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The 3rd manager will receive an action required notfication after the 2nd manager approved the request.
Note: If all approvers approved the request, the FYI will be sent to all of them + the requester.
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After the Request for Ahmed is Approved, the updated balance is 0 for Annual Leave and 4 Days for
Casual Leave.
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How to Submit Absence Type as an Employee
5
How to Submit Absence Type as an Admin
Path – Springboard/Navigator → Person Management → Search Person
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Search for a person that you want to sumbit a request for him/her.
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How to Submit Absence Type as an Admin
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Press Actions button, from Absences menu, choose Absence Records.
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Press Add button.
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How to Submit Absence Type as an Admin
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Absence Type: choose Exceptional Annual Leave.
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Start Date: Identify start date of your request.
End Date: Identify end date of your request.
Start Time: Identify start time of your request.
End Time: Identify end time of your request.
Duration: The duration is 1 Day and it will be deducted from Annual Leave Balance.
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Then, press Submit.
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How to Submit Absence Type as an Admin
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How to Submit Absence Type as an Admin