Creating limit rules

Use this procedure to define limit rules. Limit rules define the maximums for ongoing balances, annual accrual, and carryover amounts.

  1. Select Absence Management > Set Up > Plans and Components.
  2. Click the Rules tab, and scroll to the Limit section.
  3. Click Create.
  4. Specify a Limit Rule code and Description.
  5. In the Choose One Reset Value section, specify one of these values:
    Reset Date
    Specify the date when annual totals are reset and begun for limit purposes.

    Alternatively, annual limits can begin and totals be reset on a date defined in the Reset Point field.

    Reset Point
    Specify the calendar point when annual limits begin and totals are reset. If the annual totals are reset based on a calendar point, for example, January 1, specify the month and day of this point. For example, 1/1.
  6. In the Ongoing Balance Limit section, specify this information:
    Hours Table
    Specify the table that defines the ongoing hours balance maximum.
    Earnings Table
    Specify the table that defines the ongoing earnings balance maximum.
    Balance Limit Type
    Select how balance maximums are applied for on-going balance limits. For example, if you select plan category, all plans with the same plan category as the selected plan are counted toward the limit you defined.
    Bypass Limit Flag
    Select whether the ongoing balance limit check should be bypassed in the current processing cycle.

    Use this field as an exception if you must temporarily bypass the ongoing balance limit check.

  7. In the Annual Accrual Limit section, specify this information:
    Hours Table
    Specify the table that defines the annual accrual hours balance maximum.
    Earnings Table
    Specify the table that defines the annual accrual earnings balance maximum.
    Accrual Limit Type
    Select how balance maximums are applied for annual accrual limits.
  8. In the Expiration Edits section, specify this information:
    Resource and Manager
    Specify which notification should be received by the Resource and Manager when an insufficient balance is calculated on a time off request date due to time expiration.
    Administrator
    Specify which notification should be received by the Administrator when an insufficient balance is calculated on a time off request date due to time expiration.
  9. In the Carryover Limit section, specify this information:
    Hours Table
    Specify the table that defines the hours carryover maximum. If a table is not specified in this field, the entire available balance is carried into the next year.

    If the entire available balance is lost upon carryover, define a table with a calculation resulting in zero.

    Earnings Table
    Specify the table that defines the earnings carryover maximum. If a table is not specified in this field, the entire available balance is carried into the next year.

    If the entire available balance is lost upon carryover, define a table with a calculation resulting in zero.

    Carryover Period
    If there is a carryover limit, this field contains the number of units that define the carryover period. Units are determined by the carryover Unit field. Carryover period is not required.

    If a carryover period is specified, the carryover amount is compared to the amount taken during the carryover period. Any unused carryover after that period is decremented (lost).

    If no carryover period is specified, the carryover amount remains until the next carryover date based on the reset point.

    Unit
    Specify the unit in which the carryover period is measured.

    For example, if resources must use any amounts carried over within three months or lose them, specify a carryover unit of months and a carryover period of 3. The resulting date is stored on Resource Plan as the carryover end date.

  10. Click Save.
  11. To view the rule setup and any related table, calculation and formula detail, click Rule Details.