Defining the plan structure

A plan structure identifies a set of rules (service rule, accrual rule, eligibility rule, etc.) that are effective for an employee group and for a specific effective date or range of dates.

Before you define a plan structure, you need to:

  • Define an employee group for Absence Management.

  • Define codes and classes.

  • Define rules and rule tables.

  • Define formulas and calculations.

To define the plan structure

  1. Access Plan Structure (LP02.1).
  2. Define the structure using the following guidelines to enter field values:
    Absence Plan

    Select the absence plan code for which you want to define a structure.

    Employee Group

    Select the employee group to which the structure belongs. The employee group you select must be defined in the Absence Management field on Employee Group Definition (HR55.1).

    Effective Dates

    Type the beginning date for the plan structure.

    The ending date is display only. The date is updated in one of two ways:

    • When you create a new plan for the same structure (for example same plan and group) with a new (later) begin date, the day before the new plan begin date will display.

    • If you run Mass Termination (LP103) to end a plan structure.

    Accrual Option

    Select whether the plan structure is for hours accruals, earnings accruals, or both.

    Note: The rules defined on the structure may hold excess tables. For example, an accrual rule may hold both an hours and an earnings accrual table. However, the Accrual Option you select on the plan structure will determine whether the hours table, the earnings table, or both tables are used in processing.
    Currency Code
    Note: All employees enrolled in this structure must have this currency code on Employee (HR11.1).

    If you select an accrual option that is based on earnings (Earnings Accrual or Hours and Earnings Accrual) in the Accrual Option field, select the currency of the earnings balance.

    This field is required if you will be tracking earnings balances.

    Service Rule

    Select the service rule that applies to the plan structure.

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

    Accrual Rule

    Select the accrual rule that applies to the plan structure.

    The accrual rule determines how the accrual and/or allotment amounts are calculated for employees in the plan.

    Eligibility Rule

    Select the eligibility rule that applies to the plan structure. This is not required for allotment plans where you have selected Independent of Eligibility on the Allotment Tab of Accrual Rule (LP03.2).

    The eligibility rule determines when accrued amounts are available for use by employees in the plan.

    Limit Rule

    Select the limit rule that applies to the plan structure.

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

    Payroll Rule

    Select the payroll rule that applies to the plan structure.

    The payroll rule determines which types of payroll records will decrement plan balances, the descriptions for printing balances on payments, and whether to edit against negative balances.

    GL Rule

    Select the GL rule that applies to the plan structure. This is needed only if liabilities will be posted to the general ledger.

  3. Click the Auto Balance Transfer button to designate whether any given plan structure is to be included in the Mass Absence Plan Transfer (LP180) Transfer Option 2 automated processing.

    Options allow you to include or exclude the plan structure group when automatically transferring non-zero balance amounts from one plan structure to another. A plan structure group may only have one value for the group, so setting the Auto Balance Transfer field on any effective date will apply the value to all effective dates for the plan structure group.

  4. Select a rounding method using the following guidelines to enter field values:
    Hours Method

    Select method of rounding for hours calculations. The default is zero, none.

    Round To

    Select the nearest increment to which rounding should occur. This field is valid only if you specify a rounding method.

    Earnings Method

    Select the method of rounding for earnings calculations. The default is zero, none.

    Round To

    Select the nearest increment to which rounding should occur. This field is valid only if you specify a rounding method.

Related reports and inquiries

To Use
Generate a list of the absence plans and plan structures that have been defined for a company. Absence Plan Listing (LP201)