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Check for Entitlement Balances Across the Calendar Year in a Payroll Period (Doc ID 263598.1)

Last updated on FEBRUARY 14, 2019

Applies to:

Oracle Human Resources - Version 12.1.3 and later
Information in this document applies to any platform.


### Reason current product functionality is insufficient. ###

We are editing for the employee's PTO/Sick accrual balances on the self-service timecard AND in Timekeeper. We are using the Oracle canned routines "pay_us_pto_accrual.get_net_accrual" and
"per_accrual_calc_functions.get_net_accrual". These routines do not return the correct entitlement balance when the pay period crosses 2 benefit entitlement years.

The pay period 28-DEC-2003 - 03-JAN-2004 has 4 days in entitlement year 2003 and 3 days in 2004. The canned routine is not capable of editing for 2004. It always returns 2003 and therefore tells the employee they do not have any PTO available in 2004.

### Detailed description of the Enhancement Request. ###

Fix the related Oracle procedures so it will return the correct entitlement balances when the payroll period crossed 2 entitlement years.

### How the product can be changed to achieve the desired result. ###

Fix the related procedures. At the very least it is "pay_us_pto_accrual.get_net_accrual" and

### Reasons to consider the Enhancement Request. ###

It is Very common for businesses to run their entitlement years with the calendar year regardless of how that falls from year-to-year with the payroll week. The system should handle this functionality.

### Business impact if the Enhancement is not considered. ###

Since the timecard crossed 2 calendar years, we had to disable the editing that checks for the remaining PTO entitlement balance which resulted in employees taking PTO they did not have in their balances.

### Description of the business flow that is affected by this Enhancement ###

Employees receive PTO once a year and have to "use it or lose it" by the end of the calendar year. It does not matter if the calendar year ends mid-pay period. Their new PTO is available for them to use on the first day of the new year, again regardless of where it is in the pay period. They have to enter their own timecards and the editing would not allow the entry if they took a day in 2003 and a day in 2004.


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