Infor HR Talent Absence Management User Guide

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About this guide

Absence Management overview

Integration with other Infor HR Talent applications

Interfacing data

Related documentation

Enabling Absence Management

Enabling the Absence Management interface

Configuring Absence Management for an organization

Actor Organization Unit security for Absence

Requirements for using the ActorOrgUnitAbsenceAdmin_ST role

Hours and cycles

How accruals are tracked

Hours and earnings

Update fields in set actions

Codes and classes setup

Creating service classes

Relating service classes to service codes

Creating service code and class relationships

Creating service codes

Creating reason codes

Creating reason classes

Creating reason code and class relationships

Calculations setup

Creating calculations

Creating cycle amount formulas

Creating hours amount formulas

Creating ratio formulas

Creating date formulas

Absence rule tables setup

Creating cycle-based accrual tables

Creating hours-based accrual tables

Creating cycle-based allotment tables

Creating hours-based allotment tables

Creating a cycle-based limit table

Creating hours-based limit tables

Creating cycle-based general ledger liability tables

Creating hours-based general ledger liability tables

Requirements date

Viewing and printing rule setup details

Creating service rules

Accrual and allotment rules

Creating accrual rules

Creating allotments

Creating usage rules

Carryover balance

Considerations for carryover processing

Creating limit rules

Negative balance options

Creating balance rules

Enabling balances interface

Enabling balances printing on payment output files

General ledger rules

Creating general ledger rules

Absence plans setup

Creating plan types

Enrollment types

Plan categories

Creating absence plan categories

Viewing and printing plan setup details

Eligibility groups

Creating eligibility groups

Defining maximum daily hours

Prerequisites for creating an absence plan

Creating absence plans

Defining plan display order

Configuring automation for balance notification

Allowing time off requests

Allowing compensatory time off requests

Allowing buy time off requests

Allowing sell time off requests

Allowing exchange time off requests

Defining plan rules

Setting the balance display options for resources and managers

Temporary time records

Creating a linked plan table

Time off and leave processing setup

Email rules and templates

Creating time off email templates

Creating leave of absence email templates

Completing email template details

Configuring email automation for leave of absence requests

Configuring email automation for time off requests

Creating leave types

Defining leave reasons

Creating action reasons for cancel and reject

Specifying the import type for time-off balances

Buy, sell, and exchange request schedules and periods setup

Buy time off schedules and periods

Creating a buy time off schedule

Deleting a buy time off schedule

Creating a buy time off request period

Copying a buy time off period

Editing a buy time off period

Deleting a buy time off period

Sell time off schedules and periods

Creating a sell time off schedule

Deleting a sell time off schedule

Creating a sell time off period

Copying a sell time off period

Editing a sell time off period

Deleting a sell time off period

Exchange time off schedules and periods

Creating an exchange time off request schedule

Canceling or deleting an exchange time off schedule

Creating an exchange time off period

Copying an exchange time off period

Editing an exchange time off period

Deleting an exchange time off period

Resource plan overview

Reserve balance

Cycle processing programs

Viewing and printing plan details

Overview of resource plan fields

Enrolling resources in absence plans

Setting up automatic enrollment

Automatic enrollment

Manual enrollment

Mass enrollment

Fixing mass create errors

Enrollment recalculation

Recalculating enrollments

Processing enrollment updates

Fixing recalculate enrollment errors

Terminating enrollments

Manually terminating resource plans

Mass terminate by absence plan

Mass terminate by resource

Mass terminate by plan end date

Mass terminate by accrual end date

Viewing mass terminate results

Fixing mass terminate errors

Transfer options

Deciding which transfer option to use

Plan transfer actions

Performing plan transfers by resource

Viewing plan transfer results

Performing mass plan transfers by eligibility group

Fixing plan transfer errors by eligibility group

Performing mass plan transfers by accrual end date

Fixing mass transfer errors by accrual end date

Processing absence plan transactions

Absence Management processing tasks overview

Manual transactions

Adjusting plan balances

Absence transactions

Retroactive accruals

Processing retroactive accruals for cycle based plans

Types of processing options

Calculating and processing transactions

Fixing plan processing errors

Closing the absence cycle

Viewing closed plans

Process monitor

Using the process monitor

Other absence plan processes

Creating balance notifications

Process plan payouts

Plan payout options

Creating plan payouts

Viewing details of plan payouts

Update zero balances

Updating zero balances transactions

Viewing updated zero balance transactions

Why close unprocessed service records

Closing unprocessed service records

Interfacing liabilities to the general ledger

Creating general ledger export records

Interfacing liabilities to Infor Financials and Supply Management

Creating finance export records for Infor Financials and Supply Management

Interfacing liabilities to third party finance systems

Creating BODs for third party finance systems

Allotment adjustments

Adjusting allotments

Viewing details of allotment adjustments

Viewing the analytics of all processed transactions

Absence dates reevaluation

Reevaluating absence dates

Fixing pending date update errors

Absence standard reports and lists

Viewing absence plan balances and transactions

Viewing Absence Management reports

Creating service and event records

Manually creating resource service records

Using event data to track resource attendance

Editing resource event data

Service record behaviors for adjustment status time records

Service record behaviors for manual status time records

Time off and leave maintenance

The difference between time off and a leave of absence

Methods to request leave of absence or time off

Calculating service eligibility for leave of absence

Calculating hours eligibility

Calculating future projected balances

Maintaining absences

Leave of absence requests

Maintaining leave of absence requests

Requesting a leave of absence

Beginning a leave of absence

Rejecting a leave of absence request

Canceling a leave of absence request

Completing a leave of absence

Deleting a leave of absence request

Time off requests

Time off approval group status tabs

Time off actions

Creating time off requests

Manually approving draft time off requests

Submitting time off requests

Rejecting time off requests

Manually approving processed time off cancellation requests

Reopening rejected time off requests

Canceling time off requests

Deleting time off requests

Buy time off requests

Buy time off request status tabs

Buy time off actions

Creating a buy time off request

Manually approving draft buy time off requests

Submitting buy time off requests

Manually approving or rejecting submitted buy time off requests

Rejecting buy time off requests

Reopening rejected buy time off requests

Canceling buy time off requests

Deleting buy time off requests

Sell time off requests

Sell time off request status tabs

Sell time off actions

Creating a sell time off request

Manually approving draft sell time off requests

Submitting sell time off requests

Manually approving or rejecting submitted sell time off requests

Rejecting sell time off requests

Reopening rejected sell time off requests

Canceling sell time off requests

Deleting sell time off requests

Exchange time off requests

Exchange time off request status tabs

Exchange time off actions

Creating an exchange time off request

Manually approving draft exchange time off requests

Submitting exchange time off requests

Manually approving or rejecting submitted exchange time off requests

Rejecting exchange time off requests

Reopening rejected exchange time off requests

Canceling exchange time off requests

Deleting exchange time off requests

Viewing exchange time off reports

Compensatory time off requests

Compensatory time off request status tabs

Compensatory time off approval group status tabs

Compensatory time off actions

Creating compensatory time off requests

Manually approving draft compensatory time off requests

Submitting compensatory time off requests

Manually approving submitted compensatory time off requests

Rejecting compensatory time off requests

Reopening rejected compensatory time off requests

Canceling compensatory time off requests

Deleting compensatory time off requests

Family Medical Leave Act entitlement

FMLA leave restore process

Restoring FMLA entitlement

Viewing restored FMLA entitlement

Buy sell benefits vacation plans

Buying or selling vacation time

Defining buy sell benefit vacation plans

Updating active status on an absence plan benefit group

Adding a resource vacation buy sell record

Allocating vacation plan buy and sell hours

Creating vacation buy or sell transactions

Fixing vacation buy sell exceptions

Calculating length of service hours

Correcting errors

Correcting service and event records

Correcting service and event records when the absence cycle is open

Correcting service and event records when the absence cycle is closed

Correcting other service and event data

Allotment examples

Allotment example 1

Allotment example 2

Allotment example 3

Allotment example 4

Allotment example 5

Allotment example 6

Creating transactions

Where transactions are created and closed

Custom calculations overview of business flow

Processing set actions

Links
docs.infor.com
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