Creating absence plans

Plan type

Specify the plan type from the options.

Eligibility Group

Specify the eligibility group. The eligibility group you select must have the subject HCMGroupAbsence.

Accrual Option

Select whether time is accrued based on hours, earnings, or both.

Automatic Balance Transfer

Select an option to use Transfer Plans By Accrual End Date.

The Transfer Plans By Accrual End Date is part of the criteria you can use to determine the eligible Resource Plans:

• Include: This plan is eligible to Transfer From and Transfer To
• Exclude: This plan is not eligible for either Transfer From or Transfer To
• Transfer To Only: This plan is only eligible to Transfer To
• Transfer From Only

Time Off

Select this check box to enable time off requests for this plan.: This plan is only eligible to Transfer From

See Allowing time off requests.

Compensatory Time Off

Select this check box if compensatory to enable time off requests for this plan.

The Compensatory Options tab is available.

See Allowing compensatory time off requests.

Buy

Select this check box to enable employees, managers, and administrators to buy additional time off. Employees, managers, and administrators must buy additional time off during a scheduled buy time off request period.

See Allowing buy time off requests.

Sell Available Or Carryover

Select this check box to enable employees, managers, and administrators to sell time from their available hours/days or carry over during a scheduled sell time off request period.

Specify valid request dates and set up minimum and maximum sell amounts.

See Allowing sell time off requests.

Exchange Available For Sell

Select this check box if employees, managers, and administrators can sell time off and exchange available time for a default sell amount during a scheduled buy time off request period.

Define valid request dates, default payouts, and set up minimum and maximum sell amounts.

See Allowing exchange time off requests.

Future Projected Balances

Select this check box to view the amount of earnable employee time projected in the future in the plan.

Employees, managers, and time administrators can use this feature when creating time records.

This feature is only for absence plans that do not use a service class in their calculations.

Donate

Select this check box to enable employees, managers, and administrators to donate time off to their colleagues.

The Donate Options and Rolling Absence Plan tabs are displayed if the Donate check box is selected. Specify these fields if applicable to the plan.

Donate Time Off Schedule

Specify an existing donate time off schedule or create a new schedule.

See Creating Period rules for scheduling time off donations.

Enter Requests In

Select whether time off donations are in hours, days, or hours or days.

Donate Direct

Select this check box to enable employees to directly donate time off to other employees.

Donate Bank

Select this check box to designate the donated time off to an employee before the donation is applied.

The donated time off is displayed on the employee record.

Resource and Manager Plan Description

Provide a plan description.

See Setting the balance display options for resources and managers.

Hours Per Day Conversion Factor

Specify the number of hours to convert per day for the plan.

Multiply Hours By Total FTE For Days Balances And Requests

Select this check box to enable multiplying hours by the total FTE for days of balances and requests.

Hours

Specify the number of hours of balances and requests.

Days

Specify the number of days of balances and requests.

See Configuring automation for balance notification.

See Configuring rolling absence plans.