Defining plan rules

  1. Select Absence Management > Set Up > Plans and Components > Plans.
  2. Select a plan.
  3. On the Rules tab, specify this information:
    Version Date
    Specify the beginning date for the plan.
    Service
    Specify the service rule that applies to the plan.

    The service rule determines how the service begin date is calculated for resources in the plan.

    Accrual
    Specify the accrual rule that applies to the plan.

    The accrual rule determines how the accrual and allotment amounts and dates are calculated for resources in the plan.

    Usage
    Specify the usage rule that applies to the plan. This is not required for allotment plans where you have selected Independent of Usage for the Relationship To Usage field on the Allotment tab of Accrual and Allotment Rule.

    The usage rule determines when accrued amounts are available for use by resources in the plan.

    Limit
    Specify the limit rule that applies to the plan.

    The limit rule determines a maximum amount that can be accrued within the plan year or held in the available balance. It identifies the rules for carryover processing and the month and day that the plan year begins.

    Balance
    Specify the balance rule that applies to the plan.

    The balance rule determines the types of service records that decrement plan balances, the descriptions for balances in the interface, and whether to edit against negative balances when adding service records.

    General Ledger
    Specify the General Ledger rule that applies to the plan. This is only required if liabilities are interfaced to a general ledger system.
  4. In the Hours or Earnings sections, specify this information:
    Rounding Method
    Specify the method of rounding for hours or earnings calculations. The default value is No Rounding.
    Round To
    Specify the nearest increment to which rounding should occur. This field is only valid if you specify a rounding method.
  5. Click Save.