DO.

070 USER GUIDE

Absence Management
Author: AppsPro HCM Team
Preparation Date: 24-April-2020
Last Updated: 24-April-2020
Document Version: 1.0

Approvals:

Name Position Signature

 1 Document Control

1.1 Change Record

18

Date Author Version Change Reference

1.2 Reviewers

Name Position
Mohammed Ragab Oracle HCM Portfolio Leader
Sara Fakhri Senior HCM Consultant

Note To Holders:
If you receive an electronic copy of this document and print it out, please write your name on the equivalent of
the cover page, for document control purposes.
If you receive a hard copy of this document, please write your name on the front cover, for document control
purposes.

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 Contents
1 Document Control .................................................................................................................... 2

2 Introduction ............................................................................................................................... 4

3 How to assign Accrual Plans and run Balance to the User ................................................. 5

4 How to Submit Absence Type as an Employee................................................................... 11

5 How to Submit Absence Type as an Admin ........................................................................ 17

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 2 Introduction
This manual guides the user how to assign accrual plan, Calculate Balance for each employee, and submit
absence transactions.

2.1 Objectives
• How to assign Accrual Plan and run balance to the User.
• How to submit Absence Type as an employee.
• How to submit Absence Type as an admin.

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 3 How to assign Accrual Plans and run Balance to the User

Path – Sign In → Navigator/Springboard → Client Group → Person Management → Search for Person

• Click on Action Button.

• From Absences menu, choose Absence Records.

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 • From Plan Participation area, click on Enrollments and Adjustments.
• Then, choose Add Enrollments.

• Selece Plan: Add Annual Leave Plan & Casual Leave.

• Start Date: should be the hire date of the employee.

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 • From Accruals button, Choose Run Accruals for All Active Plan.

Note: the second value Run Accruals for Selected plan, means you will run the Accrual Balance for the selected
Plan.

• Select Date: the balance will be calculated at the end of each month; this means you have to choose
the last day each month.

Note: You can make this step automatically for ALL employees by scheduling a scheduled process
called Calculate Accrual and Balances.
The path is: Springboard/Navigator → My Client Group → Absences → Schedule and Monitor Absence
Processes → Calculate Accrual and Balances

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 Then, press Submit.

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 • As you can see the Balance now is calculated and prorated based on hire date of the employee.

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 4 How to Submit Absence Type as an Employee
Path – Sign In → Springboard/Navigator → Personal Information → More Information →Manage Absence
Records

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 • Click on Add Button.

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 • Absence Type: Annual Leave.
• Start Date: Identify start date of your request.
• End Date: Identify end date of your request.
• Start Time: Identify start time of your request.
• End Time: Identify end time of your request.
• Duration: As you can see the employee submitted 17 days, although his annual balance is 13.929, but
the system will take form the casual leave balance as illustrated bellow.

• Then, press Submit.

• Once the request is submitted, an Approval Cycle is triggered as bellow:

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 • The approval Cycle will go to 1st Manager, 2nd Manager, and 3rd Manager, as explained bellow:

• Press on the link of the notification.

• As you can see, all Ahmed’s request details is explained.

Note: Any approver is able to take an action for any absence request by email, the system, or from the
notification details page.

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 • The 2nd manager will receive an action required notfication after the 1st manager approved the request.

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 • The 3rd manager will receive an action required notfication after the 2nd manager approved the request.

Note: If all approvers approved the request, the FYI will be sent to all of them + the requester.

• After the Request for Ahmed is Approved, the updated balance is 0 for Annual Leave and 4 Days for
Casual Leave.

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 5 How to Submit Absence Type as an Admin
Path – Springboard/Navigator → Person Management → Search Person

• Search for a person that you want to sumbit a request for him/her.

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 • Press Actions button, from Absences menu, choose Absence Records.

• Press Add button.

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 • Absence Type: choose Exceptional Annual Leave.

• Start Date: Identify start date of your request.

• End Date: Identify end date of your request.
• Start Time: Identify start time of your request.
• End Time: Identify end time of your request.
• Duration: The duration is 1 Day and it will be deducted from Annual Leave Balance.

• Then, press Submit.

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