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Infor Absence Management User Guide
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Overview of Absence Management
Absence Management
How does Absence Management interface with Lawson and other Infor applications?
Infor Human Resources
Infor Personnel Administration
Infor Benefits Administration
Infor Payroll
Lawson General Ledger
Project Accounting
Lawson Enterprise Performance Management Suite
Lawson Extensions, Information Management
Non-Infor Applications
Setting Up Overview
Setup prerequisites
Plan structure
Difference between hours and cycles
Allotment
Accrual
Table basis
In what order should I complete setup tasks?
Setting Up Codes and Classes
Concepts in this Chapter
Service code
Service class
Difference between the two service (and reason) code and class relationship forms
Event
Reason code (LP)
Procedures in this Chapter
Defining service codes
Defining service classes
Defining service code and class relationships
Defining reason codes
Defining reason classes
Defining reason code and class relationships
Setting Up Formulas and Calculations
Concepts in this Chapter
Formulas
Amount formulas
Ratio formulas
Date formulas
Calculations
Procedures in this Chapter
Defining a cycle amount formula
Defining an hours amount formula
Defining a ratio formula
Defining a date formula
Defining calculations
Setting Up Rules Tables
Concepts in this Chapter
Rules tables
General Ledger liability
Linked plan
Procedures in this Chapter
Defining cycle-based accrual tables
Defining hours-based accrual tables
Defining a cycle-based allotment table
Defining an hours-based allotment table
Defining a cycle-based limit table
Defining an hours-based limit table
Defining a cycle-based GL liability table
Defining an hours-based GL liability table
Defining a linked plan table
Setting Up Rules
Concepts in this Chapter
Rule
Requirements date
Service rules
Accrual rules
Limit rules
Carryover
Carryover balance
Considerations for carryover processing
How do rule dates work?
Allotment examples
Negative Balance Options
Procedures in this Chapter
Defining service rules
Defining accrual and allotment rules
Defining eligibility rules
Defining limit rules
Defining payroll rules
Printing balances on checks
Defining General Ledger rules
Setting Up Plans and Plan Structures
Concepts in this Chapter
Employee group
How do I use employee groups with Absence Management?
Balance type
Enrollment type
Plan category
Procedures in this Chapter
Defining absence plan categories
Defining an absence plan
Defining the plan structure
Enrolling Employees
Concepts in this Chapter
Employee Absence Plan Master
Reserve balance
Override
Employee Absence Enrollment forms
Different ways to enroll employees into absence plans
Automatic enrollment
Procedures in this Chapter
Enrolling employees into absence plans automatically
Enrolling employees into absence plans using batch processing
Setting Up Buy and Sell Vacation Plans
Concepts in this Chapter
Vacation benefit plan
Buying or selling vacation time overview
Procedures in this Chapter
Defining vacation buy and sell plans
Allocating vacation plan buy and sell hours
Processing Employee Plan Changes
Concepts in this Chapter
Placing a record on hold
How do position levels affect employee absence group audits?
How do changes to multiple position levels update absence plans?
Plan transfers
Mass absence plan transfer options
Ways to terminate employees in an absence plan
How do I update date fields on the employee plan master record?
Procedures in this Chapter
Placing records on hold
Updating employee absence plans
Performing mass update to selected date fields on the Employee Plan Master
Transferring employees to another absence plan
Performing mass absence plan transfers
Terminating employee records in an absence plan
To terminate an employee using Employee Absence Plan Master (LP31.1)
To terminate employee accruals using Mass Absence Plan Termination (LP103)
To terminate the master record
Terminating a plan structure
Creating Service and Event Records
Concepts in this Chapter
Which forms should I use for creating event and service records?
Procedures in this Chapter
Creating service records for non-Infor payroll
Options for creating service and event records (non-Infor payroll)
Related reports and inquiries
Processing Absence Management Transactions
Concepts in this Chapter
Absence Management Processing tasks
Allotment adjustments
Retroactive accruals
What happens when I calculate and process transactions?
What happens when I run absence plan close?
What happens when I post absence plan balances to GL and Project Accounting?
Why close unprocessed service records?
Procedures in this Chapter
Adjusting plan balances
Options for adjusting plan balances
Related reports and inquiries
Calculating length of service hours
Adjusting allotments
Updating vacation buy or sell hours
Calculating and processing transactions
Closing the Absence Management cycle
Posting absence plan balances to GL and AC
Closing unprocessed service records
Zeroing out employee balances
Processing Absence Plan Payouts
Concepts in this Chapter
Absence plan payouts
When do I create absence plan payouts?
Absence plan payout options
Procedures in this Chapter
Creating absence plan payouts
Creating a payout for a terminated employee
Tracking Leave of Absences
Concepts in this Chapter
How is a leave of absence tracked?
How is eligibility determined for a requested leave of absence?
FMLA Rolling 12 Month Update
Procedures in this Chapter
Tracking leave time
Restoring FMLA entitlement
Determining leave eligibility
Correcting Errors
Concepts in this Chapter
Why do I need to correct historical employee service and event data?
Method used to correct service and event data
Procedures in this Chapter
Correcting open time records
Correcting service and event records tied to a payroll record
To correct service and event records if the Payroll cycle is open
To correct service and event records if the Payroll cycle is closed
Correcting service and event records not tied to a payroll record
To correct service and event records if the Absence cycle is open
To correct service and event records if the Absence cycle is closed for either service or event processing
Correcting other service and event data
To correct the service code
To correct the reason code
Purging Absence Management Data
Concepts in this Chapter
Data purge
Where do I purge Absence Management data?
What Human Resources and Benefits purge processes impact Absence Management?
Procedures in this chapter
Purging employee absence plan information
Consolidating transaction information
Purging employee service and event history
Standard Reports
Absence Management reports
Creating Transactions
Transactions created
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