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Activity Guide
D88701GC50
Edition 5.0 | January 2018 | D102125
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Table of Contents
Practices Overview
In this practice, you will identify formula components in an existing formula.
Prerequisites
Throughout this class use the Chrome browser to access the application.
Overview
In this practice you will review the text below from the Accrual Payroll Calculation formula and
identify the syntax within the formula.
Assumptions
Time: 10 – 15 minutes
Tasks
1. Review the following formula text:
/* ------------------------------------------------------------
Determine the Accrual Start Rule and modify the start date of
the accrual calculation accordingly.
In this calculation the Accrual Start Rule determines the date from
which a person may first accrue PTO. The Ineligibility Rule
determines the period of time during which the PTO is not
registered.
Once this date has passed the accrual is registered from the date
determined by the Accrual Start Rule.
----------------------------------------------------------- */
Continuous_Service_Date = get_date('CONTINUOUS_SERVICE_DATE')
to_date('01/01/'||to_char(add_months(Continuous_Service_Date, 12),
'YYYY'),
'DD/MM/YYYY')
)
ELSE IF (ACP_START_RULE = 'PLUS_SIX_MONTHS') THEN
(
First_Eligible_To_Accrue_Date =
add_months(Continuous_Service_Date,6)
)
ELSE IF (ACP_START_RULE = 'HD') THEN
(
First_Eligible_To_Accrue_Date = Continuous_Service_Date
)
2. Indentify the syntax in the formula.
3. Label the identify syntax.
Overview
In this solution, you will see the syntax labeled in the formula.
Steps
1. Review the formula syntax.
Determine the Accrual Start Rule and modify the start date of
accrual calculation
Once this date has passed the accrual is registered from the
determined by the Accrual Start
First_Eligible_To_Accrue_Date
to_date('01/01/'||to_char(add_months(Continuous_Service_Date , 12),
Function Function Function
'YYYY'), 'DD/MM/YYYY'
( DBI
Conditional
Statement
First_Eligible_To_Accrue_Date
add_months(Continuous_Service_Date,6)
( Expression
) Variable
Overview
In this practice, you will write a formula that determines a person’s benefit eligibility waiting
period.
Prerequisites
Throughout this class use the Chrome browser to access the application.
Overview
In this practice you, you will create a formula to determine a person’s waiting period for their
benefits eligibility. The waiting periods are based on a person’s job and country of birth. If a
person’s country is not the United States and their job is Content Writer then the waiting period
is 6 months, otherwise it is 1 month.
Assumptions
Time: 15 – 25 minutes
Sign in as hcm_implX, replacing X with the number assigned to you by your instructor.
Replace XXX with your student identifier, as indicated by your instructor
This formula has two values that must be returned:
Return Value Data Type Description
WAIT_PERD_VAL Number Waiting period value
WAIT_PERD_UOM Character Return value should be one of these codes:
DY – Day
WK – Week
MO – Month
QTR – Quarter
YR – Year
Tasks
1. Navigate to the Manage Fast Formulas page.
a. Ensure you are signed in as hcm_implX.
b. Click on your user ID to open the Settings and Action menu, and then click Setup
and Maintenance.
Overview
In this solution, you will review how to write the formula text.
Steps
1. The formula text should look similar to the following example:
/***************************************************************
FORMULA NAME: XXX_Benefit Wait Period
FORMULA TYPE: Waiting period value and UOM
DESCRIPTION: Determine waiting period based on job and country
of birth.
***************************************************************/
/***************************************************************
Change History:
Name: <Enter your name>
Date: <Enter Today’s Date>
Comments: Initial Formula
***************************************************************/
/**********Calculation section**********/
IF (PER_ASG_COUNTRY_OF_BIRTH <> 'US' and PER_ASG_JOB_NAME =
'Content Writer')
THEN
(WAIT_PERD_VAL = 6
WAIT_PERD_UOM = 'MO' )
ELSE
(WAIT_PERD_VAL = 1
WAIT_PERD_UOM = 'MO' )
/**********Return statement**********/
RETURN WAIT_PERD_VAL,
WAIT_PERD_UOM
Note: Another way to write this formula is to put at the beginning of the calculation section
an expression WAIT_PERIOD_UOM = 'MO'. If this is written, then you do not need the two
lines indicating this later in the formula since the UOM is always the same no matter if the
waiting period is 6 or 1.
Overview
In this practice, you will create a formula calling other formulas to determine an employee’s
salary based on their legislation.
Prerequisites
Throughout this class use the Chrome browser to access the application.
Overview
In this practice, create an Oracle Payroll formula to return the salary amount for employees, in
Great Britain, based on their full-time equivalent (FTE). The full-time equivalent is an HR
database item. Since HR database items are not accessible through Oracle Payroll formulas
you will have to create a Payroll Access to HR formula to retrieve the database item. Then call
the formula that retrieves the database item into the formula that returns the salary amount.
Assumptions
Time: 25 – 30 minutes
Sign in as hcm_implX, replacing X with the number assigned to you by your instructor.
Replace XXX with your student identifier, as indicated by your instructor.
Tasks
1. Navigate to the Manage Fast Formula page.
a. Ensure you are signed in as hcm_implX.
b. Click on your user ID to open the Settings and Action menu, then click Setup and
Maintenance.
c. On the Setup: Compensation Management page, open the Tasks panel and click
Search.
d. On the Search page in the Search field, enter Manage Fast Formulas.
e. Click Search.
f. In the search results, click Manage Fast Formulas.
2. Create the fast formula to retrieve the DBI.
a. Click Create.
b. On the Create Fast Formula page, in the Formula Name field, enter XXX Call HR
FTE DBI.
c. In the Type field, select Payroll Access to HR.
d. In the Description field, enter Retrieve FTE DBI.
e. In the Legislative Data Group field, select GB Legislative Data Group.
f. In the Effective Start Date field, enter 1/1/51.
g. Click Continue.
/***************************************************************
FORMULA NAME: XXX Call HR FTE DBI
FORMULA TYPE: Payroll Access to HR
DESCRIPTION: Retrieve FTE DBI
***************************************************************/
/***************************************************************
Change History:
Name: <Enter your name>
Date: <Enter Today’s Date>
Comments: Initial Formula
***************************************************************/
/* Default Statement Section */
Default for PER_ASG_FTE_VALUE is 1
/* Calculation Section */
HR_FTE = PER_ASG_FTE_VALUE
/***************************************************************
FORMULA NAME: XXX GB Salary by FTE
FORMULA TYPE: Oracle Payroll
DESCRIPTION: Calculate the salary amount for Great Britain
employees based on their FTE.
***************************************************************/
/***************************************************************
Change History:
Name: <Enter your name>
Date: <Enter Today’s Date>
Comments: Initial Formula
***************************************************************/
/* Calculation Section */
Salary_UK = UK_ASG_SAL
SET_INPUT('HR_ASSIGNMENT_ID', ASG_HR_ASG_ID)
EXECUTE('XXX Call HR FTE DBI')
FTE = GET_OUTPUT('HR_FTE',1)
Overview
In these practices, you will create a travel payment global value to indicate the amount your
enterprise pays employees for travel. Next, you will create a formula to calculate the distance
amount, using the global value.
You will create a user-defined table to hold the union dues amounts for each union in your
enterprise. You will create a validation formula to ensure the union dues values are with a range
of no less than 10 and no more than 50.
Prerequisites
Throughout this class use the Chrome browser to access the application.
Overview
In this practice, you will assume a union dues deduction has been created. The deduction has
one input value, named Union, for entering the name of the union to which the employee
subscribes: Union A or Union B.
Create a user-defined table to hold the union dues amounts, using the following information:
Union Dues
Union A 30
Union B 32
Then write a formula to get the appropriate union dues from the user-defined table using the
Union input.
Assumptions
Time: 20 – 25 minutes
Sign in as hcm_implX, replacing X with the number assigned to you by your instructor.
Replace XXX with your student identifier, as indicated by your instructor.
Tasks
1. Navigate to the Manage User-Defined Table page.
a. If you are not on the home page, click Home in the global area.
b. On the home page, click Payroll, then Payroll Calculations.
Note: For an alternative navigation path, select Payroll Calculations from the global
header Navigator menu.
c. On the right side of the page, click the Tasks icon ( ) to open the Tasks panel.
d. In the Manage Payroll Process Configuration section, click Manage User-Defined
Tables.
2. Create the user-defined table to contain the dues for each union.
a. Click Create.
b. In the Legislative Data Group field, select US Legislative Data Group.
c. In the Effective As-of Date field, enter 1/1/51.
d. Click Continue.
3. Enter the basic details.
a. On the Create: User-Defined Table page, in the Name field, enter
XXX_UNION_DUES.
b. In the Range or Match field, select Match.
c. In the Unit of Measure field, select Text.
d. In the Row Title field, enter UNION.
/***************************************************************
FORMULA NAME: XXX Union Dues
FORMULA TYPE: Oracle Payroll
DESCRIPTION: Retrieve the union dues amount for the appropriate
union dues from the union dues user-defined table.
***************************************************************/
/***************************************************************
Change History:
Name: <Enter your name>
Date: <Enter Today’s Date>
Comments: Initial Formula
***************************************************************/
/* Calculation Section */
deduction = 0
IF NOT union WAS DEFAULTED
THEN
deduction =
TO_NUMBER(GET_TABLE_VALUE('xxx_union_dues', 'dues', union))
b. Click Save.
10. Compile the formula.
a. Click Compile.
b. At the Compile window, click OK.
c. Click Refresh until the Compile Status is successful ( ).
d. Click Done.
Goals
Create a formula to validate union dues value.
Add the formula to the user-defined table.
Overview
In this practice, you will create a validation formula to return an error or message if a user enters
a value less than 10 or greater than 50 in the Dues column of the Union Dues user table.
Update the XXX_Union Dues user-defined table to add the validation formula.
Assumptions
Time: 20 – 25 minutes
Sign in as hcm_implX, replacing X with the number assigned to you by your instructor.
Replace XXX with your student identifier, as indicated by your instructor.
The XXX_UNION_DUES user-defined table must be defined.
Prerequisites
Complete the following practice before beginning this one:
7-1: Creating a User-Defined Table for Union Dues
Tasks
1. Navigate to the Manage Fast Formula page.
a. From the Payroll Calculation work area, open the Tasks panel and in the Manage
Payroll Process Configuration section, click the Manage Fast Formulas.
2. Create the validation fast formula.
a. On the Manage Fast Formulas page, click the Create icon.
b. On the Create Fast Formula page, in the Formula Name field, enter XXX Check
Union Dues.
c. In the Type field, select User Table Validation.
d. In the Description field, enter Check that the user-defined table value is between
10 and 50.
e. In the Legislative Data Group field, select US Legislative Data Group.
f. In the Effective Start Date field, enter 1/1/51.
g. Click Continue.
/***************************************************************
FORMULA NAME: XXX Check Union Dues
FORMULA TYPE: User Table Validation
DESCRIPTION: Check that the user-defined table value for the
union dues is between 10 and 50.
***************************************************************/
/***************************************************************
Change History:
Name: <Enter your name>
Date: <Enter Today’s Date>
Comments: Initial Formula
***************************************************************/
/* Calculation Section */
IF TO_NUM(entry_value) < 10
OR TO_NUM(entry_value) > 50
THEN
(
formula_status = 'E'
formula_message = 'Union Dues must be between 10 and 50.
Please re-enter.'
)
ELSE
formula_status = 'S'
b. Click Save.
4. Compile the formula.
a. Click Compile.
b. At the Compile window, click OK.
c. Click Refresh until the Compile Status is successful ( ).
d. Click Done.
Overview
In this practice, you define a global value for the amount of money paid per mile for
reimbursement of business travel expenses. Using the Payroll Batch Loader, you will create the
global value, transfer the batch, and review the value on the Manage Fast Formula page.
Assumptions
Time: 10 – 15 minutes
Sign in as hcm_implX, replacing X with the number assigned to you by your instructor.
Replace XXX with your student identifier, as indicated by your instructor.
Tasks
1. Navigate to the payroll batch loader.
a. Ensure you are signed in as hcm_implX.
b. On the home page, click Payroll, then click Administration.
c. Open the Tasks panel and click the Batch Loader task.
2. Create the batch header for the global value in the payroll batch loader.
a. On the Batch Loader Spreadsheet page, click Download.
b. In the Opening DesktopGenericBatchLoader.xlxs window, accept the default and
click OK to open the Excel workbook.
Note: If prompted, click Enable Editing.
c. When prompted to connect, click Yes.
d. In the Login dialog box, enter your user ID and password, and then click Sign In.
Note: If you see a message that the client and server versions do not match, click Ok.
e. At the bottom of the Excel window click the Batch Header Sheet worksheet.
f. In the Batch Name column of the Search Results section, enter XXX_Global Travel
Rate.
Note: Be sure you are in the Batch Name field of the Search Results section, not in
the Search section.
g. In the Legislative Data Group list, select US Legislative Data Group.
h. On the Oracle ADF 11g Desktop Integration tab (at the top) in the Worksheet
toolbar section, click Save.
i. In the Upload Options dialog box, accept the default selection and click OK.
j. Once your selections are saved, the Status text for that row displays that the row
inserted successfully.
3. Create the batch content for the global value in the payroll batch loader workbook.
a. On the Batch Header Sheet, double-click the batch name XXX_ Global Travel Rate
to prepare the file for data entry.
Overview
In this practice, you will assume that the Travel Payment element is already created. It has an
input value called Distance. You will create a formula to calculate the travel payment Pay Value
by using conditional logic, functions, and a global value.
This formula multiplies the distance by the travel rate or an override travel rate if it was
defaulted. In this formula the inputs are distance and override travel rate. The value should be
rounded by 2 decimal places.
Assumptions
Time: 10 – 15 minutes
Sign in as hcm_implX, replacing X with the number assigned to you by your instructor.
Replace XXX with your student identifier, as indicated by your instructor.
Prerequisites
Complete the following practice before beginning this one:
7-3: Defining a Global Value
Tasks
1. Navigate to the Manage Fast Formula page.
a. In the Payroll Administration work area, in the Tasks panel in the Manage Payroll
Process Configuration section, click the Manage Fast Formulas task.
2. Create the fast formula.
a. On the Manage Fast Formulas page, click the Create icon.
b. On the Create Fast Formula page, in the Formula Name field, enter XXX_Travel
Payment.
c. In the Type field, select Oracle Payroll.
d. In the Description field, enter Travel Payment.
e. In the Legislative Data Group field, select US Legislative Data Group.
f. In the Effective Start Date field, enter 1/1/51.
g. Click Continue.
h. On the Create Fast Formula: XXX Travel Payment page, enter the formula details in
the Formula Text area:
Note: Change “XXX_TRAVEL_RATE” to the name of your global variable.
/***************************************************************
FORMULA NAME: XXX Travel Payment
FORMULA TYPE: Oracle Payroll
DESCRIPTION: Calculate the travel payment for the Distance input
value for the Travel Payment element.
/***************************************************************
Change History:
Name: <Enter your name>
Date: <Enter Today’s Date>
Comments: Initial Formula
***************************************************************/
/* Calculation Section */
IF override_travel_rate WAS DEFAULTED
THEN
travel_payment = ROUND((distance *
override_travel_rate),2)
ELSE
travel_payment = ROUND((distance *
XXX_TRAVEL_RATE),2)
Overview
In these practices, you will create two benefits formulas. You will create a Person Selection
formula type that determines the people that should be selected for a benefits batch process.
Then, you will create an Enrollment Coverage Start Date formula type that determines the date
from which an enrollment period starts.
Prerequisites
Throughout this class use the Chrome browser to access the application.
Overview
In this practice you create a person selection formula.
For US Benefits, most organizations provide an Open Enrollment period, whereby the
participant population can make updates to their existing benefits, and also make new elections.
This Open Enrollment window typically happens in November of each calendar year, for about 2
weeks. These are future-dated enrollments that take effect after the current calendar year ends.
A life event, such as marriage, divorce, or birth of a child, will cause an intervening event that
will change the open enrollment elections.
Assumptions
Time: 20 – 25 minutes
Sign in as hcm_implX, replacing X with the number assigned to you by your instructor.
Replace XXX with your student identifier, as indicated by your instructor.
Tasks
1. Navigate to the Manage Fast Formula page.
a. Ensure you are signed in as hcm_implX.
b. Click on your user ID to open the Settings and Action menu, and then click Setup
and Maintenance.
c. On the Setup: Compensation Management page, open the Tasks panel and click
Search.
d. On the Search page in the Search field, enter Manage Fast Formulas.
e. Click Search.
f. In the search results, click Manage Fast Formulas.
2. Create the fast formula.
a. On the Manage Fast Formulas page, click the Create icon.
b. On the Create Fast Formula page, in the Formula Name field, enter XXX Benefits
Person Selection Rule.
c. In the Type field, select Person Selection.
d. In the Description field, enter Select employees based on person numbers.
e. In the Legislative Data Group field, select US Legislative Data Group.
f. In the Effective Start Date field, enter 1/1/1951.
g. Click Continue.
/***************************************************************
Change History:
Name: <Enter your name>
Date: <Enter Today’s Date>
Comments: Initial Formula
***************************************************************/
/* CALCULATION SECTION */
output = 'N'
per_number = PER_ASG_PERSON_NUMBER
return output
b. Click Save.
4. Compile the formula.
a. Click Compile.
b. At the Compile window, click OK.
c. Click Refresh until the Compile Status is successful ( ).
d. Click Done.
e. On the Manage Fast Formulas page, click Done.
Goal
Create a user-defined table to hold the enrollment coverage start date waiting periods
in months.
Create a formula.
Overview
In this practice, you will create an enrollment coverage start date formula to enact a business
rule for an organization.
You are writing a formula to enact the business rule stating that an employee is automatically
enrolled in a benefit plan beginning one, three, or six months after hire date, depending on the
employment category and the legal entity of primary assignment. For this rule, the time periods
are fixed but you can add or delete organizations.
Create an Enrollment Coverage Start Date formula using a user-defined table to get the values
for the start period.
Create a user-defined table to hold the values for the enrollment start period based on the legal
entity. The numbers given in the table refer to the months of employment.
Legal Entity Fulltime Regular Part-time Regular
Corp USA1 3 3
ISD USA 3 N/A
Health USA 1 6
University USA 3 6
Assumptions
Time: 20 – 25 minutes
Sign in as hcm_implX, replacing X with the number assigned to you by your instructor.
Replace XXX with your student identifier, as indicated by your instructor.
Tasks
1. Navigate to the Manage User-Defined Table page.
a. Ensure you are signed in as hcm_implX.
b. Click on your user ID to open the Settings and Action menu, and then click Setup
and Maintenance.
c. On the Setup: Compensation Management page, open the Tasks panel and click
Search.
d. On the Search page in the Search field, enter Manage
User-Defined Tables.
e. Click Search.
c. In the Add User-Define Table Values window, select a row and click OK.
d. In the Value field, enter the value from the table.
e. Click Create to add another table value.
f. After adding the table values for one column, click Save to add the values for the
second column.
Note: You can also click Back, select the other user-defined column, and then click
Next to add the values for the second column.
g. Click Submit.
7. Navigate to the Manage Fast Formula page.
a. Ensure you are signed in as hcm_implX.
b. Click on your user ID to open the Settings and Action menu, and then click Setup
and Maintenance.
c. On the Setup: Compensation Management page, open the Tasks panel and click
Search.
d. On the Search page in the Search field, enter Manage Fast Formulas.
e. Click Search.
f. In the search results, click Manage Fast Formulas.
8. Create the fast formula.
a. On the Manage Fast Formulas page, click the Create icon.
b. On the Create Fast Formula page, in the Formula Name field, enter XXX Enrollment
Coverage Start Date.
c. In the Type field, select Enrollment Coverage Start Date.
d. In the Description field, enter Determine the coverage start date for benefits.
e. In the Legislative Data Group field, select US Legislative Data Group.
f. In the Effective Start Date field, enter 1/1/51.
g. Click Continue.
/***************************************************************
Change History:
Name: <Enter your name>
Date: <Enter Today’s Date>
Comments: Initial Formula
***************************************************************/
/* Calculation Section */
Overview
In these practices, you will create a compensation default and override formula to determine the
bonus for an employee based on the legislative data group. Then you will create a
compensation selection formula to select the employees to include in compensation plan.
Prerequisites
Throughout this class use the Chrome browser to access the application.
Overview
Your organization operates in multiple legislative data groups (LDG) where employees in one
country may report to a manager in a different country.
In this practice you will create a parent default and override formula and two child formulas with
different legislative data groups (LDG). One child formula must be created in each LDG where
there are eligible employees and then the child formula must be called by a parent formula
which is used to determine the bonus amount for the employee. The parent formula sets the
context of the LDG. The context determines which child formula is called.
Assumptions
Time: 25 – 30 minutes
Sign in as hcm_implX, replacing X with the number assigned to you by your instructor.
Replace XXX with your student identifier, as indicated by your instructor.
Tasks
1. Navigate to the Manage Fast Formula page.
a. Ensure you are signed in as hcm_implX.
b. Click on your user ID to open the Settings and Action menu, and then click Setup
and Maintenance.
c. On the Setup: Compensation Management page, open the Tasks panel and click
Search.
d. On the Search page in the Search field, enter Manage Fast Formulas.
e. Click Search.
f. In the search results, click Manage Fast Formulas.
2. Create a GB legislation-specific compensation default and override fast formula.
a. On the Manage Fast Formulas page, click the Create icon.
b. On the Create Fast Formula page, in the Formula Name field, enter XXX
CM_DV_FOR_ASG_BONUS_VALUE.
c. In the Type field, select Compensation Default and Override.
d. In the Description field, enter Return Bonus Value of the Employee.
e. In the Legislative Data Group field, select GB Legislative Data Group.
f. In the Effective Start Date field, enter 1/1/51.
g. Click Continue.
/***************************************************************
Change History:
Name: <Enter your name>
Date: <Enter Today’s Date>
Comments: Initial Formula
***************************************************************/
/* CALCULATION SECTION */
L_DATA = ESS_LOG_WRITE( 'BEGIN XXX CM_DV_FOR_ASG_BONUS_VALUE UK'
)
/* When the DBI has some value return the value or return 0 */
L_DEFAULT_VALUE = BONUS_UK_AMOUNT_ASG_ENTRY_VALUE
IF ( BONUS_UK_AMOUNT_ASG_ENTRY_VALUE WAS DEFAULTED ) THEN (
L_DEFAULT_VALUE= 0
)
/***************************************************************
Change History:
Name: <Enter your name>
Date: <Enter Today’s Date>
Comments: Initial Formula
***************************************************************/
/* CALCULATION SECTION */
L_DATA = ESS_LOG_WRITE( 'BEGIN XXX CM_DV_FOR_ASG_BONUS_VALUE US'
)
/* When the DBI has some value return the value or return 0 */
L_DEFAULT_VALUE = BONUS_PAY_AMOUNT_ASG_ENTRY_VALUE
IF (BONUS_PAY_AMOUNT_ASG_ENTRY_VALUE WAS DEFAULTED ) THEN (
L_DEFAULT_VALUE= 0
)
/***************************************************************
Change History:
Name: <Enter your name>
Date: <Enter Today’s Date>
Comments: Initial Formula
***************************************************************/
/* CALCULATION SECTION */
L_DATA = ESS_LOG_WRITE( 'XXX CM_DV_FOR_ASG_BONUS_PARENT ' )
Overview
In order to ensure the correct people are selected for a compensation plan, create a
compensation person selection formula. This formula determines if an employee was hired,
PER_ASG_START_DATE, before the plan period, CMP_IV_PLAN_START_DATE. It will return
yes if the compensation plan start date is greater than the person’s hire date.
Assumptions
Time: 20 – 25 minutes
Sign in as hcm_implX, replacing X with the number assigned to you by your instructor.
Replace XXX with your student identifier, as indicated by your instructor.
Tasks
1. Create the compensation person selection formula.
a. On the Manage Fast Formulas page, click the Create icon.
b. On the Create Fast Formula page, in the Formula Name field, enter XXX
CMP_PERSON_SELECTION_FOR_EXISITING_EMPLOYEE.
c. In the Type field, select Compensation Person Selection.
d. In the Description field, enter Select employees with hire dates prior to the plan
period.
e. In the Legislative Data Group field, leave it blank.
f. In the Effective Start Date field, enter 1/1/51.
g. Click Continue.
2. Enter the formula text.
a. On the Create Fast Formula: XXX
CMP_PERSON_SELECTION_FOR_EXISITING_EMPLOYEE page, enter the formula
details in the Formula Text area:
/***************************************************************
Name : XXX CMP_PERSON_SELECTION_FOR_EXISITING_EMPLOYEE
Type : Compensation Person Selection
Requirement: Select the employee only if the employee is hired
before the plan period
Logic : If the person hire date is lesser then the plan
start date Return Y or N
DBI : PER_ASG_START_DATE
Input Value: CMP_IV_PLAN_START_DATE, CMP_IV_PLAN_END_DATE
***************************************************************/
/***************************************************************
Change History:
Name: <Enter your name>
/* CALCULATION SECTION */
L_RET_VALUE = 'N'
Overview
In this practice, you will create a global absence accrual formula to accrue paid-time off (PTO).
Prerequisites
Throughout this class use the Chrome browser to access the application.
Overview
In this practice, you will create a global absence accrual formula to round an accrued paid-time
off (PTO) based on the absence plan, the plans’ unit of measure, and the employees length of
service.
Plan Unit of Measure Length of Service Accrual Amount
PTO Accrual Plan Hourly < 3 years 10
> or = 3 years and < 5 years 12
> or = 5 years 15
Daily < 3 years 10/24
> or = 3 years and < 5 years 12/24
> or = 5 years 15/24
Weekly < 3 years 10/120
> or = 3 years and < 5 years 12/120
> or = 5 years 15/120
This type of formula is used in an absence plan.
Assumptions
Time: 20 – 25 minutes
Sign in as hcm_implX, replacing X with the number assigned to you by your instructor.
Replace XXX with your student identifier, as indicated by your instructor.
Tasks
1. Navigate to the Manage Fast Formulas page.
a. Ensure you are signed in as hcm_implX.
b. Click on your user ID to open the Settings and Action menu, and then click Setup
and Maintenance.
c. On the Setup: Compensation Management page, open the Tasks panel and click
Search.
d. On the Search page in the Search field, enter Manage Fast Formulas.
e. Click Search.
f. In the search results, click Manage Fast Formulas.
2. Create the fast formula.
a. On the Manage Fast Formulas page, click the Create icon.
b. On the Create Fast Formula page, in the Formula Name field, enter XXX PTO
Absence Accrual.
/***************************************************************
Change History:
Name: <Enter your name>
Date: <Enter Today’s Date>
Comments: Initial Formula
***************************************************************/
/* CALCULATION SECTION */
l_no_of_days=DAYS_BETWEEN(GET_CONTEXT(EFFECTIVE_DATE,'4712/12/31
00:00:00' (date)),PER_ASG_REL_ORIGINAL_DATE_OF_HIRE)
l_length_of_service=(l_no_of_days/365)
)
ELSE (
IF (ANC_ABS_PLN_PLAN_UOM ='D')
THEN(
IF l_length_of_service <3
THEN accrual =round(10/24,3)
)
ELSE
IF (ANC_ABS_PLN_PLAN_UOM ='W')
THEN(
IF l_length_of_service <3
THEN accrual =round(10/120,3)
Overview
In this practice, you will create a global absence proration formula to return a proration factor
based on an employee type.
Assumptions
Time: 15 – 20 minutes
Sign in as hcm_implX, replacing X with the number assigned to you by your instructor.
Replace XXX with your student identifier, as indicated by your instructor.
Tasks
1. Navigate to the Manage Fast Formula page.
a. Ensure you are signed in as hcm_implX.
b. Click on your user ID to open the Settings and Action menu, and then click Setup
and Maintenance.
c. On the Setup: Compensation Management page, open the Tasks panel and click
Search.
d. On the Search page in the Search field, enter Manage Fast Formulas.
e. Click Search.
f. In the search results, click Manage Fast Formulas.
2. Create the fast formula.
a. On the Manage Fast Formulas page, click the Create icon.
b. On the Create Fast Formula page, in the Formula Name field, enter XXX System
Analyst Absence Proration.
c. In the Type field, select Global Absence Proration.
d. In the Description field, enter Return the proration factor based on employee type.
e. In the Legislative Data Group field, select US Legislative Data Group.
f. In the Effective Start Date field, enter 1/1/51.
g. Click Continue.
3. Enter the formula text.
a. On the Create Fast Formula: XXX System Analyst Absence Proration page, enter
the formula details in the Formula Text area:
/***************************************************************
FORMULA NAME: XXX System Analyst Absence Proration
FORMULA TYPE: Global Absence Proration
DESCRIPTION: Return the proration factor based on employee type
***************************************************************/
/***************************************************************
b. Click Save.
4. Compile the formula.
a. Click Compile.
b. At the Compile window, click OK.
c. Click Refresh until the Compile Status is successful ( ).
d. Click Done.
Overview
In these practices, you will modify a time and labor formula, create a time repository rule
template, and create a time repository rule to use the template.
Prerequisites
Throughout this class use the Chrome browser to access the application.
Overview
In this practice, you will copy and modify the WFM_PERIOD_MINIMUM_TIME_ENTRY_RULE
time entry rule formula. Your organization has different minimum hours rule based on the job a
person is in. Copy the delivered minimum time entry rule formula and use it to a new formula.
Modify the formula to include job as a parameter.
Assumptions
Time: 15 – 20 minutes
Sign in as hcm_implX, replacing X with the number assigned to you by your instructor.
Replace XXX with your student identifier, as indicated by your instructor.
Tasks
1. Navigate to the Manage Fast Formula page.
a. Ensure you are signed in as hcm_implX.
b. Click on your user ID to open the Settings and Action menu, and then click Setup
and Maintenance.
c. On the Setup: Compensation Management page, open the Tasks panel and click
Search.
d. On the Search page in the Search field, enter Manage Fast Formulas.
e. Click Search.
f. In the search results, click Manage Fast Formulas.
2. Search for the existing formula.
a. In the Type field, select Time Entry Rules.
b. Click Search.
c. In the Search Results section, select
WFM_PERIOD_MINIMUM_TIME_ENTRY_RULE.
3. Copy the formula text.
a. Open Notepad.
b. In the Formula Text section, highlight all of the formula text.
c. Copy the text.
d. Paste the formula in Notepad.
e. On the Manage Fast Formula page, click Done.
4. Create a fast formula.
a. On the Manage Fast Formula page, click the Create icon.
b. In the Formula Name field, enter
XXX_WFM_PERIOD_MINIMUM_TIME_ENTRY_RULE_NEW_JOB.
c. In the Type field, select Time Entry Rules.
Overview
In this practice, you create a time repository rule to use the new time entry rule formula.
Assumptions
Time: 10 - 15 minutes
Replace XXX with your student identifier, as indicated by your instructor.
Prerequisites
Complete the following practice before beginning this one:
11-1: Creating a Time Entry Formula
Tasks
1. Navigate to the Manage Rule Templates page.
a. Ensure you are signed in as hcm_implX.
b. Click on your user ID to open the Settings and Action menu, and then click Setup
and Maintenance.
c. On the Setup: Compensation Management page, open the Tasks panel and click
Search.
d. On the Search page in the Search field, enter Time Repository Rule.
e. Click Search.
f. In the search results, click Manage Time Repository Rule Templates.
2. Create a rule template.
a. On the Manage Rule Template page, click Create.
b. In the Template Type field, select Time entry rule.
c. In the Formula Name field, select
XXX_WFM_PERIOD_MINIMUM_TIME_ENTRY_RULE_NEW_JOB.
d. Click Continue.
3. Add the data to the rule template definition.
a. In the Name field, enter XXX_ Minimum Hours Template with Job Parameter.
b. In the Description field, enter Time entry rule template to compare certain time
card entries against a defined minimum value.
c. In the Rule Classification field, select Working time directive.
d. In the Summation Level field, select Time Card.
e. In the Reporting Level field, select Time Card.
f. In the Suppress Duplicate Messages Display field, select Yes.
g. In the Process Empty Time Card field, select Yes.
Overview
In this practice, you will create the rule for the minimum time entry hours for a job. You would
need to create a new rule for each job, but we will create only one for the customer service
representative (CSR). Customer Service Representative 1 must have a minimum of 30 hours in
a time period. If a time card does not have 30 hours, a warning should be issued.
Assumptions
Time: 5 - 10 minutes
Sign in as hcm_implX, replacing X with the number assigned to you by your instructor.
Replace XXX with your student identifier, as indicated by your instructor.
Prerequisites
Complete the following practice before beginning this one:
11-2: Creating a Time Repository Rule Template
Tasks
1. Navigate to the Manage Rules page.
a. On the Setup: Compensation Management page, open the Tasks panel and click
Search.
b. On the Search page in the Search field, enter Time Repository Rule.
c. Click Search.
d. In the search results, click Manage Time Repository Rules task.
2. Create a new rule.
a. On the Actions menu, click Create.
b. In the Name field, enter XXX_MINIMUM_PERIOD_RULE_ FOR_ CSR.
c. In the Template Type field, select Time entry rule.
d. In the Rule Template Name field select XXX_Minimum Hours Template with Job
Parameter.
e. Click Continue.
3. Define specific rule values.
a. In the Description field, enter CSR Worker must report at least 30 working hours
per week or will receive a warning message.
Demonstrations Overview
These demonstrations showcase various Fast Formula tasks and objects.
Prerequisites
Throughout this class use the Chrome browser to access the application.
Overview
In this demonstration, you will create a Compensation Default and Override formula to truncate
a person’s salary amount with no decimals.
There are four lines in the formula
Place a comment before each line
Initialize the compensation assignment salary amount DBI
Initialize a local variable to hold the return value
Assign the local variable to the truncated DBI value
Return the local variable
Note: The default number of decimal places is 0, which is used in this example, but you can
specify the number of decimal places, if needed.
Assumptions
Sign in as hcm_implX, replacing X with the number assigned to you, for example,
hcm_impl1 or hcm_impl20.
Demonstration Steps
1. Navigate to the Manage Fast Formulas page.
a. Sign in as hcm_implX.
b. Click on your user ID to open the Settings and Action menu, and then click Setup
and Maintenance.
c. On the Setup: Compensation Management page, open the Tasks panel and click
Search.
d. On the Search page in the Search field, enter Manage Fast Formulas.
e. Click Search.
f. In the search results, click Manage Fast Formulas.
2. Create the fast formula.
a. On the Manage Fast Formulas page, click the Create icon.
b. On the Create Fast Formula window, in the Formula Name field, enter Comp
Default.
c. In the Type field, select Compensation Default and Override.
d. In the Description field, enter Default Compensation.
e. In the Legislative Data Group field, select US Legislative Data Group.
f. In the Effective Start Date field, enter 1/1/51.
Note: Ensure you create a formula with an effective date that is early enough to cover
all instances when it is needed.
g. Click Continue.
/*Initialize variables */
L_VALUE = 0
Overview
In this demonstration, you will view the Comp Person Participation Eligibility formula.
It is a Participation and Rate Eligibility formula type
This formula type is used to determine whether a person is eligible for an associated
compensation object
This formula contains:
Defaults statement
Calculation section
Return statement
Demonstration Steps
1. Navigate to the Manage Fast Formula page.
a. Ensure you are signed in as hcm_implX.
b. Click on your user ID to open the Settings and Action menu, and then click Setup
and Maintenance.
c. On the Setup: Compensation Management page, open the Tasks panel and click
Search.
d. On the Search page in the Search field, enter Manage Fast Formulas.
e. Click Search.
f. In the search results, click Manage Fast Formulas.
2. Search for the formula.
a. On the Manage Fast Formulas page, in the Formula Name field, enter Winn Dixie
Eligibility.
b. In the Legislative Data Group field, select US Legislative Data Group.
c. Click Search.
d. In the Search Results section, click Winn Dixie Eligibility.
3. Review the formula structure.
a. Lines 1 – 26, are the initial comments of the formula explaining how it is used and the
context available for the formula.
b. Line 29 is a comment stating the default statements are following.
c. Lines 31-32, are the default statements defaulting the two database items used in the
formula.
d. Line 34 is a comment stating the calculation section is following.
e. Lines 36 sets the eligibility to No.
f. Lines 38 – 44 assign values to the local variables in the formula.
g. Line 50 is a comment stating the formula will look for employees for eligibility.
Overview
In this Demonstration, you will use looping functionality in a formula.
Demonstration Steps
1. Navigate to the Manage Fast Formula page.
a. Ensure you are signed in as hcm_implX.
b. Click on your user ID to open the Settings and Action menu, and then click Setup
and Maintenance.
c. On the Setup: Compensation Management page, open the Tasks panel and click
Search.
d. On the Search page in the Search field, enter Manage Fast Formulas.
e. Click Search.
f. In the search results, click Manage Fast Formulas.
2. Create the fast formula.
a. Click Create.
b. In the Formula Name field, enter LOOPING_1_TO_5.
c. In the Type field, select Oracle Payroll.
d. In the Description field, enter Loop for 5 Iterations.
e. In the Legislative Data Group field, select US Legislative Data Group.
f. In the Effective Start Date field, enter 1/1/51.
g. Click Continue.
3. Enter the formula text.
a. On the Create Fast Formula: LOOPING_1_TO_5 page, enter the formula details in
the Formula Text area:
/*************************************************************
FORMULA NAME: LOOPING_1_To_5
FORMULA TYPE: Loop for 5 Iterations
DESCRIPTION: The formula loops 5 times in processing
*************************************************************/
/***************************************************************
Change History:
Name: <Enter your name>
Date: <Enter Today’s Date>
Comments: Initial Formula
***************************************************************/
Demonstration Overview
In this demonstration, you will view where compilation errors are displayed when you:
Compile a single formula – When you compile an individual formula on the Manage
Fast Formulas page, compilation errors will display in the Compilation Details section
of the page. The details will display the line number and issue in error.
Run the Compile Formulas process – If you run the Compile Formula process, any
compilation errors can be viewed on the Errors tab or Warnings tab on the Dashboard.
Demonstration Tasks
1. Compile a Single Formula
a. Ensure you are signed in as hcm_implX.
b. Click on your user ID to open the Settings and Action menu, and then click Setup
and Maintenance.
c. On the Setup: Compensation Management page, open the Tasks panel and click
Search.
d. On the Search page in the Search field, enter Manage Fast Formulas.
e. Click Search.
f. In the search results, click Manage Fast Formulas.
g. On the Manage Fast Formulas page, in the Formula Name field, enter
GLB_INVDED_SKIP.
h. In the Type field, select Element Skip.
i. Click Search.
j. In the Search Results section, click GLB_INVDED_SKIP.
k. Using the furthest right scroll bar, scroll down until you can see the Compilation
Details section at the bottom of the page.
2. Compile Formula Process
a. Click the Navigator icon.
b. In the Payroll section, click Payroll Dashboard.
c. In the Items Requiring My Attention section, click the Errors button.
d. In the Items Requiring My Attention section, click the Warnings button.
Note: Compilation errors encountered during the process will display on this tab.
Demonstration Scope
In this demonstration, you will go to the Manage User-Defined Table page.
Demonstration Steps
1. Ensure you are signed in as hcm_implX.
2. From the Search page in the Search field, enter user-defined.
3. Click Search.
4. In the search results, click Manage User-Defined Tables.
5. Create a user-defined table to hold the bonus percentages based on a person's years of
service and department.
a. Click Create.
b. In the Legislative Data Group field, select US Legislative Data Group.
c. In the Effective As-of Date field, enter 01/01/2014.
d. Click Continue.
e. In the Name field, enter XXX_Bonus_Percent.
f. Click the Range or Match field, select Range.
g. In the Row Title field, enter Years of Service.
h. In the User-Defined Columns section, click Create.
i. In the Column Name field, enter ACCOUNTING.
j. In the Data Type field, select Number.
k. In the User-Defined Columns section, click Create.
l. In the Column Name field, enter PAYROLL.
m. In the Data Type field, select Number.
Note: There are three rows representing the range of service that holds a specific
value, 1-5, 6-10, and 11-99.
6. Specify the range for a bonus percent for anyone with 1-5 years of service.
a. In the User-Defined Rows section, click Create.
b. In the Sequence field, enter 10.
c. In the Low Range field, enter 1 as the low range.
d. In the High Range field, enter 5 as the high range.
7. Specify the range for a bonus percent for anyone with 6-10 years of service.
a. In the User-Defined Rows section, click Create.
b. In the Sequence field, enter 20.
c. In the Low Range field, enter 6 as the low range.
d. In the High Range field, enter 10 as the high range.
Overview
In this demonstration, you will view how the element template creates related elements,
balances and formulas to process results.
Create the Element
Review the Generated Formulas
Assumptions
Replace XXX with your student identifier, as indicated by your instructor.
Demonstration Steps
1. Navigate to the Manage Elements page.
a. Ensure you are signed in as hcm_implX.
b. Click Payroll, then Payroll Calculations.
c. Open the Tasks panel in the Earnings and Deductions section, and click Manage
Elements.
d. On the Manage Elements page, click Create.
2. Create an Overtime element.
a. In the Legislative Data Group field, select US Legislative Group.
b. In the Primary Classification field, select Standard Earnings.
c. In the Secondary Classification field, select Overtime.
d. Click Continue.
3. Enter the basic information.
a. In the Name field, enter XXX Overtime.
b. In the Reporting Name field, enter Overtime.
c. In the Description field, enter OT.
d. In the Effective Date field, enter 1/1/51.
e. For the question, Should every person eligible for the element automatically
receive it?, click No.
f. For the question, What is the earliest entry date for this element?, select First
Standard Earning Date.
g. For the question, What is the latest entry date for this element?, select Last
Standard Earning Date.
h. For the question, Does this element recur each payroll period, or does it require
explicit entry?, click Nonrecurring.
i. Click Next.
4. Enter additional details.
a. For the question, What is the calculation rule?, select Hours X Rate.
Overview
In this demonstration, you will go to the Benefits Fast Formula Reference Guide document on
My Oracle Support. You will download and open the reference guide, and then review the
available information for a benefit formula type.
Demonstration Steps
1. Go to the My Oracle Support page.
a. Open a browser tab and go to support.oracle.com.
b. On the My Oracle Support page, click Sign In.
c. On the Oracle Sign In page, sign in using your Oracle account user ID and password.
2. In the Search field in the upper-right corner of the page, enter the document ID 1456985.1.
3. Click the Global Search icon to open the document.
The Benefits Fast Formula Reference Guide for Oracle Fusion Benefits document
provides general information about the Benefits Fast Formula Reference Guide.
4. Scroll down to the Attachments section.
5. Click Benefits Fast Formula Reference Guide to download the reference guide.
6. In the reference guide, go to the Table of Contents.
7. Click 3. Participation and Rate Eligibility to navigate to the section for that formula type.
For each type of formula, the guide includes a brief description, available contexts,
database items, input and return variables, and sample formulas.
Overview
In this demonstration, you will go to the Workforce Compensation Fast Formula Reference
Guide document on My Oracle Support. You will download and open the reference guide, and
then review the available information for a compensation formula type.
Demonstration Steps
1. Go to the My Oracle Support page.
a. Open a browser tab and go to support.oracle.com.
b. On the My Oracle Support page, click Sign In.
c. On the Oracle Sign In page, sign in using your Oracle account user ID and password.
2. In the Search field in the upper-right corner of the page, enter the document ID 1335835.1.
3. Click the Global Search icon to open the document.
The Worker Compensation Fast Formula Reference Guide document provides general
information about the Worker Compensation Fast Formula Reference Guide.
4. Scroll down to the Attachments section.
5. Click Reference_Guide to download the guide.
6. In the reference guide, scroll down to page 5 of the PDF to view information about the
Compensation Default and Override formula type.
For each type of formula, the guide includes a brief description, available contexts,
database items, input and return variables, errors, and sample formulas.
Overview
In this demonstration, you will go to the Global Absences Fast Formula Reference Guide
available on My Oracle Support. You will download and open the reference guide, and then
review the available information for an absence management formula type.
Demonstration Steps
1. Go to the My Oracle Support page.
a. Open a browser tab and go to support.oracle.com.
b. On the My Oracle Support page, click Sign In.
c. On the Oracle Sign In page, sign in using your Oracle account user ID and password.
2. In the Search field in the upper-right corner of the page, enter the document ID 2065671.1.
3. Click the Global Search icon to open the document.
The Fusion Absence Management: Fast Formula Reference Guide for Release 12 and
Later document provides general information about the Global Absences Fast Formula
Reference Guide.
4. Scroll down to the Attachments section.
5. Click Global_Absence_FastFormula_User_Guide to download the guide.
6. In the reference guide, scroll down to page 6 to view information about the Global Absence
Accrual formula type.
For each type of formula, the guide includes the configuration points, available contexts,
database items, input and return variables, and sample formulas.
Overview
In this demonstration you will review the formula
WFM_PERIOD_MINIMUM_TIME_ENTRY_RULE. This formula validates if reported time entries
are less than a defined minimum hours value.
Demonstration Steps
1. Navigate to the Manage Fast Formula page.
a. Ensure you are signed in as hcm_implX.
b. Click on your user ID to open the Settings and Action menu, and then click Setup
and Maintenance.
c. On the Setup: Compensation Management page, open the Tasks panel and click
Search.
d. On the Search page in the Search field, enter Manage Fast Formulas.
e. Click Search.
f. In the search results, click Manage Fast Formulas.
2. Search for the formula.
a. In the Type field, select Time Entry Rules.
b. Click Search.
c. In the Search Results section, select
WFM_PERIOD_MINIMUM_TIME_ENTRY_RULE.
3. Review the formula text.
a. This formula looks for a defined limit amount, a message and an amount of worked
time.
b. The formula will return a message if the defined minimum limit is not met for the
amount of worked time defined.
c. Click Done.
Overview
In this demonstration you will review the time repository rule template, Period Minimum Hours
Template. This template allows you to reuse a formula to create different time entry rules with
different parameter values.
Demonstration Steps
1. Navigate to the Manage Fast Formula page.
a. Ensure you are signed in as hcm_implX.
b. Click on your user ID to open the Settings and Action menu, and then click Setup
and Maintenance.
c. On the Setup: Compensation Management page, open the Tasks panel and click
Search.
d. On the Search page in the Search field, enter Time Repository Rule.
e. Click Search.
f. In the search results, click Manage Time Repository Rule Templates.
2. Search for the rule template.
a. Click Search.
b. In the Search Results section, select Period Minimum Hours Template.
3. Review the definition.
a. Review the formula associated with the rule template.
b. Click Next.
4. Review the parameters.
a. Review the display name for each parameter in the formula.
b. Click Next.
5. Review the outputs.
a. Review the display name for the outputs in the formula.
b. Click Next.
6. Review the explanation.
a. Review the explanation that is used in the output message.
b. Click Next.
7. Review the rule template.
a. Review the rule template.
b. Click Done.
c. On the Manage Rule Templates page, click Done.
Overview
In this demonstration you will review the time repository rule, Minimum 40 Hours Worked. This
rule makes modifying formula parameters simple to validate time card date and time calculation
rules to convert data to time entries.
Demonstration Steps
1. Navigate to the Manage Time Repository Rules task.
a. Ensure you are signed in as hcm_implX.
b. Ensure you are at your previous search results on the Search page.
c. Click Manage Time Repository Rules.
2. Search for the rule.
a. In the Name field, enter Minimum 40.
b. Click Search.
c. In the Search Results section, select Minimum 40 Hours Worked.
3. Review the rule.
a. Review in the Rule Parameters section you will enter values for the parameters with
the display name defined in the associated rule template.
b. Review in the Outputs the type of output to display. In this example, the message
should issue a Warning.
Note: These values allow you to modify a formula for processing, without changing the
formula text. During processing, the formula will look for values in the template entry
rule that is associated with it.
c. Click Cancel.
d. Click Yes.
Overview
In this demonstration, you will go to the Time and Labor Fast Formula Reference Guide
available on My Oracle Support. You will download and open the reference guide, and then
review the available information for an absence management formula type.
Demonstration Steps
1. Go to the My Oracle Support page.
a. Open a browser tab and go to support.oracle.com.
b. On the My Oracle Support page, click Sign In.
c. On the Oracle Sign In page, sign in using your Oracle account user ID and password.
2. In the Search field in the upper-right corner of the page, enter the document ID 1990057.1.
3. Click the Global Search icon to open the document.
4. Scroll down to the Attachments section.
5. Click Time and Labor Fast Formula Reference Guide to download the guide.
6. In the reference guide, scroll down to page 6 to view information about the rule templates,
rules, and rule sets.
For each type of formula, the guide includes the available contexts, database items, input
and return variables, return values, and sample formulas.