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Accruals reset on jan 1st

Discussion in 'Oracle HRMS & Payroll' started by vamsioracle, Aug 12, 2009.

  1. vamsioracle

    vamsioracle Forum Expert

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    Hi

    How can i make the accruals (leave balances) carry to next year. It is getting automatically reset on jan 1st
     
  2. apps_expert

    apps_expert Forum Expert

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    Hi Vamsi

    There is something called the PTO (paid time off) carry over process (which is a concurrent request). The PTO carry over process enables you to carry forward any remaining leave balance from the previous year's unused leave balance into the next year. You can also set up an expiry date for the remaining days at six months into the new cycle. This means that the previous year's unused leave balance would be available to the employee during the next six months. Any carried over leave balance will be forfeited after six months.
     
  3. apps_expert

    apps_expert Forum Expert

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    To run the PTO Carry Over process:

    1. Select PTO Carry Over in the Name field. If the Parameters window does not open automatically, click in the Parameters field.

    2. Enter a date in the PTO Calculation Date field and Current or Previous in the Accrual Term field. These are used by the plan's Carry Over formula to determine the effective date of the carried over PTO.

    Typically you will use the following values if you are using seeded formulas:
    PTO_PAYROLL_CARRYOVER formula--use a calculation date of 31 December with Accrual Term = Current, or a calculation date of 1 January with Accrual Term = Previous. The effective date of the carry over is always 31 December (of current or previous year).
    PTO_SIMPLE_CARRYOVER--use a calculation date of 31 May with Accrual Term = Current, or a calculation date of 1 June with Accrual Term = Previous. The effective date of the carry over is always 31 May (of current or previous year).
    PTO_HD_ANNIVERSARY_CARRYOVER--set calculation date to the effective date and use Accrual Term = Previous.
    Attention: If you select Current for the Accrual Term and enter a calculation date that is not the end of the accrual term, this process creates future-dated carry over and residual element entries.

    3. Select the name of one accrual plan to process, or select a category to process all plans in the category.

    4. The Reprocess All Participants field defaults to No, so that the process affects only those plan participants not previously processed for this accrual term. To process all participants regardless of any previous processing, select Yes in this field.
    Attention: Select Yes if any employees have retrospective absences or other entries that might affect net entitlement.

    5. When the entry of parameters is complete, choose OK. Choose Submit to submit the request.
    The Carry Over process enters the Carried Over and Residual elements for all employee assignments included in the process.
     
  4. vamsioracle

    vamsioracle Forum Expert

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    HI

    I ran the Pto Carry over process, but still the balance is set to 0 on jan 1st of every year.


    Vamsi
     
  5. vamsioracle

    vamsioracle Forum Expert

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    Hi

    See the error i get when i run now

    Code (SQL):
    PTO_CARRY_OVER module: PTO Carry OVER
    +---------------------------------------------------------------------------+

    CURRENT system TIME IS 14-AUG-2009 10:47:23

    +---------------------------------------------------------------------------+

    **Starts**14-AUG-2009 10:47:23
    **Ends**14-AUG-2009 10:47:23
    The NUMBER OF assignments that errored IS greater than the maximum NUMBER OF errors allowed.
    +---------------------------------------------------------------------------+
    START OF log messages FROM FND_FILE
    +---------------------------------------------------------------------------+


    Processing Plan CBTT_VACATION_TEST_PLAN (119)...
        Processing Assignment A0077 (939)... failed.
    ORA-20001: FFX22J_FORMULA_NOT_FOUND: N, 1, PTO_PAYROLL_CARRYOVER
    CBTT_VACATION_TEST_PLAN encountered too many errors.  Processing was aborted.


    +---------------------------------------------------------------------------+
    END OF log messages FROM FND_FILE
     
    I ran successfully 3 times, but now i got this error.

    vamsi
     
  6. apps_expert

    apps_expert Forum Expert

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    Please see the attached Document for PTO Overview and Setup.
     

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