Codes and classes setup

Codes and classes are used in Absence Management to determine whether a service record is used in absence calculations. Several types of codes and classes are used in Absence Management.

Service codes

Service codes represent the type of hours that can be used in absence management processing and calculations. For example, vacation, holiday, PTO, long term disability, regular hours. The service code determines if the record decrements a plan balance.

If you are enabling HR Payroll with Absence Management, separate service codes must be defined for each country.

Note: Service codes are associated to pay codes so that Absence service records can be created from imported time records or approved time entry time records. See pay code setup in the Time Entry section of the Infor HR Talent Setup and Administration Guide.

Service classes

A service class is used to group service codes for absence plan processing and reporting.

Service classes indicate which service codes are included for length of service requirements, accrual calculations, limits, and decreasing plan balances (usage or payouts).

Procedure flow: Example of Service classes and codes relationship

Reason codes and classes

A reason code is used on a service record to define an event in Absence Management. The reason code determines which absence plan balance, available, reserve, or none, is decreased. Reason codes are required for service codes that are designated as an event.

The Plan Balance field on the Reason Code determines whether an absence plan balance is updated and which plan balance is updated. For example, vacation time is an absence event and tardiness is a non-absence event.

In order for an absence plan balance to be updated, both a reason code and a service code are required. The reason code's plan balance field determines which balance, available versus reserve, is updated. The service code must be defined as an event. The service code must also be tied to the service class that is defined on the Balance Rule for the applicable plan.

Event records are created when service records are entered and a reason code is present on the service record. Event service codes contain a reason code that is used as a default value when service records are created. If a reason code is present on these records, an event record is created in Absence Management.