Overview of resource plan fields

Header fields

Dates tab

These fields are displayed on the Dates tab:

Plan Entry

The starting date of processing of a plan for a resource.

Plan End

The date on which processing is stopped or this record. This date is updated manually or set as an option by mass termination.

Override Plan Dates and Accrual End Dates

The plan entry or plan end dates that you can override at the resource plan level. These dates are not updated automatically.

The plan entry and plan end dates are affected in these actions:

• Mass Terminate
• Mass Create
• Recalculate Enrollments

Service Begin

The date from which service for this record is calculated. This date is set based on the Service Rule parameters for the plan and is updated manually.

Accrual From

The date from which accruals are calculated for this record. This date is set based on the Accrual Rule accrual parameters for the plan and is updated manually.

If this date is earlier than the accrual start date, then accruals are calculated back to the accrual begin date when the start date is reached. The resource is given an initial catch-up amount.

Accrual Last

The date for which an accrual is last processed for this record. This date is updated manually.

Accrual Start

The earliest date on which accrual transactions are calculated for this record. This date is set based on the accrual rule for the plan and is updated manually.

Accrual End

The date on which the resource is no longer eligible for accruals in the plan. You cannot process plans after this date, except for manual balance adjustments and event transactions such as usage or payout.

Allotment Begin

The earliest date on which an allotment is calculated for this record. This date is set based on the Allotment fields on the accrual rule. You can update this date manually.

Allotment Last

The date on which an allotment is last processed for this record. You can update this date manually.

Allotment Point

The month and day on which an allotment is occurred for this record. This date is set based on the accrual rule allotment parameters for the plan and is updated manually.

Usage Begin

The earliest date on which accruals for this record are available to use. This date is set based on the usage rule parameters for the plan and is updated manually.

Usage Last

The date on which accrual balances were last moved to available balances for this record. You can update this date manually.

Last Period End Hours

The pay period end date through which service record hours are evaluated for processing.

This date is used to determine how far back to search for records when an hours calculation is based on a service class.

Last Period End Earnings

The pay period end date through which service record earnings are evaluated for processing.

This date is used in the Process Plans action to determine how far you must search for records when earnings calculation is based on a service class.

Transfer

The Transfer values of Stop Events and Stop Events:Closed are used to prevent Process Plans from processing events or usage transactions for this resource plan record.

You can use the Transfer Plans By Accrual End Date action to set this flag.

Limit Reset Point

The month and day on which accrual limits and totals for this record are reset.

The date is based on the limit rule parameters for the plan and is updated manually, unless transactions are created. When transactions exist, you cannot change this field.

Note: If the plan's limit rule reset date is the time off request date, then this field is not populated. The date on which accrual limits, carryover, and totals for this record are reset to the resource plan's leave year date.

Balances tab

These fields that are related to balances for earning, hours, or both are displayed on the Balances tab:

Available

The available balance.

Current Ongoing Limit

The current ongoing limit. If a limit rule is defined in a resource plan with an ongoing balance table, then this field is populated.

Accrued

The accrued balance in a resource plan.

Annual Used

The annual hours that are used in a resource plan. The year is determined by the limit reset point on the resource plan.

Annual Available

The available annual hours when an hours limit per year is defined on the plan's balance rule. The value of this field is the difference between the hours limit per year and the annual used amount.

Allotment

The allotment balance in a resource plan.

Reserved

The reserve amount in a resource plan.

Total Linked Available

The total of available balance for all plans in the linked table of the plan's balance rule. This field is populated when the plan's Limit Rule Reset Date is Time Off Request Date and this is the first plan of the Linked Table on the plan's Balance Rule."

If the resource plan's limit rule reset date is the time-off request date and the first resource plan of the linked table on the plan's balance rule, then this field is populated.

Current Leave Year

The first time-off request date for the current year and the leave year end date. If the resource plan's limit rule reset date is the time-off request date, then this field is populated.

Carryover tab

These fields are displayed on the Carryover tab:

Override Limit

The limit value that you can use to override the carryover hours or earnings that are calculated from the limit rule for the plan to which this record belongs.

This field is the maximum carryover amount that is applied to the available hours or earnings balance. If an override limit is added or changed, then any current and processed carryover balance is not affected.

Override Table

The override table for hours or earnings.

Balances

The carryover balances for hours or earnings.

Carryover Last Date

The last processing date of the carryover balances.

Overrides tab

Depending on whether your organization is configured to use chart of accounts or cost centers, fields for accounts or cost centers are also displayed on this tab.

See the Global Human Resources Management User Guide to know more about organization structure setup.

These fields are displayed on the Overrides tab:

Accrual

The hours or earnings accrual table to select when there is a required override.

You can select the accrual table to use instead of the table on the accrual rule for this resource's structure.

Allotment

The hours or earnings allotment table to select when there is a required override.

You can select the allotment table to use instead of the table on the accrual rule for this resource's structure.

Balance Limit

The hours or earnings balance limit table to select when there is a required override.

You can select the balance limit table to use instead of the table on the limit rule for this resource's structure.

Accrual Limit

The hours or earnings accrual limit table to select when there is a required override.

You can select the accrual limit table to use instead of the table on the limit rule for this resource's structure.

General Ledger Liability

The hours or earnings liability table to select when there is a required override.

You can select the hours or earnings liability table instead of the table on the General Ledger rule for this resource's structure.

Hours Account section

The fields for hours account are displayed in this section:

Accrual

The General Ledger company, accounting unit, and account combination or cost center for the accrual entry.

During processing, you can override the account or cost center that is defined on the General Ledger rule.

Expense

The General Ledger company, accounting unit, and account combination or the cost center for the expense entry.

During processing, you can override the account or cost center that is defined on the General Ledger rule.

Activity and Account Category or Expense Project

The activity and account category or the expense project for the expense entry.

During processing, you can override the value that is defined on the General Ledger rule.

Hours or Earnings Negative Balance section

The negative balance options that you select on the plan's balance rule is overridden in the fields that are displayed in this section:

Negative Balance Limit

The negative balance limit for which a resource's available balance can reach before the negative balance option is used.

You can specify the limit with a negative sign before the number. For example, -20. This limit is verified when service records or time off requests are specified.

Process Order

The processing order when negative balance limits, a link plan table, or both exists.

If this field is blank, then the negative balance option is processed.

If the negative balance option is set to Do not check balance, then this field is ignored.

There are different types of process order:

• Link Plans: Attempts to cover any exceeded limit using amounts from linked plans.
• Original Limit: Adopts the plan balance to the amount that is specified in the Negative Balance Limit field.
• Link Plans, Original Limit: Attempts first to cover the balance using linked plans.

  If the balance is insufficient, then the negative balance limit from the originating plan is used.

• Link Plans, Link Plan Limit: Attempts first to cover the balance using linked plans.

  If the balance is insufficient, then the negative balance limit from the last processed linked plan is used.

• Original Limit, Link Plans: Makes the plan balance negative to the amount that is specified in the originating plan's negative balance limit.

  If the balance is insufficient, then the balances from linked plans is used.

• Original Limit, Link Plans, Link Plan Limit: Makes the plan balance negative to the amount that is specified in the originating plan's negative balance limit.

  If the balance is insufficient, then the balances from linked plans is used. If the balances from linked plans is insufficient, then the negative balance limit of the last processed linked plan is used.

  If this type of process order is not covered, then you must use linked plan balances. Otherwise, the last processed plan link limit is negated.

Link Plan Table

The table where the absence plans that are linked to the plan are contained. This table is required unless the Process Order is blank or is set to Original Limit.

The absence plans are added to the table in the order in which they are processed. When a source's available balance is negative and a link plan table exists, the other plan balances are reduced by the usage amount. The other plans are reduced in the order in which they are specified.

Negative Balance Option

The option where administrators can choose whether to indicate a warning or error message for negative balances when adding service records, time records, or time-off requests.

Administrators can use these warning or error messages for negative balances:

• Warning: Indicates that the balance is not covered.

  The user can continue to create the record.

• Error: Indicates that the balance is covered.

  The record is not created.

• Do Not Check Balance: Indicates that balance checking is not performed.
• Reclassify as Unpaid Time: Indicates that the amount exceeding the limit is reclassified as unpaid time.

  This negative balance option is only displayed on the Hours tab.

• Reduce to Plan Balance: Reduces the available balance or the limit that is specified. The remaining amount is covered by linked plans.

  This negative balance option is only displayed on the Earnings tab.

Unpaid Service Code

The service code to use to record unpaid time when a resource's available plan balance is reduced to zero or a negative balance amount. You must associate the service code with a pay code that is used on the employee time record. You can create a pay code when the payout transaction is created.

This field is only displayed in the Hours Negative Balance section. If you select Reclassify As Unpaid Time in the Negative Balance Option field, then this field is displayed.

Transaction Summary tab

The Transaction Summary tab is displayed only if there are existing summary transactions. This tab shows a summary of transactions that occurred during each limit year for the resource absence plan. Limit years are determined in the reset point that is defined on the limit rule of the absence plan.

These fields are displayed on the Transaction Summary tab:

Reset Date

The date that is calculated by the reset point which is defined on the limit rule of the absence plan.

The reset date is the first date of the limit year.

Beginning Balance

The beginning balance is displayed as 0 for the earliest reset date and is equal to the ending balance of the previous year's reset date.

Ending Balance

For a given reset date, the net sum of the beginning balance plus any adjustment, lost, and usage amounts for the balance type.

This table shows the Adjustment, Lost, and Usage field details by balance type:

Requests tab

The Requests tab shows time-off requests for the resource.

Transactions tab

The Transactions tab is displayed only if transactions exist for the resource plan. Transactions of any status are listed for the resource plan.

In Process Dates tab

The In Process Dates tab is displayed only if the cycle is in process and has not been closed. This tab shows the dates that are calculated. The values on the Dates tab are updated to these dates in process values when the cycle is closed.

In Process Balances tab

The In Process Balances tab is displayed only if the cycle is in process and is not closed. This tab shows the balances that are calculated. The values on the Balances tab are updated to these dates in process values when the cycle is closed.

Leave Years tab

The Leave Years tab is displayed when the plan's limit rule reset date is the time-off request date. The first plan's leave year record is created when a resource is enrolled into the plan. Subsequent updates to the plan's leave years are made when time-off requests are approved or canceled.

The Plan Leave Year Begin Date is the date the Allotment is given when an employee is originally enrolled, or the day after the end of a previous year when the next Accrual is given.

The First Time Off Date is the date of the first approved time-off request after the Allotment or Accrual is given. The plan's year end date is 364 days after the first time-off request date.

Expiring Transactions tab

The Expiring Transactions tab is displayed if the resource has expiring transactions. This tab shows the transaction type, expiration date, and hours or earnings of a resource's expiring transaction.

Errors tab

The Errors tab is displayed if there is an existing Employee Absence Plan Log records for the plan that is opened. The set actions that triggered the error, along with the error type and error message, are listed for each error.