Fast Formula - Ag
Fast Formula - Ag
Overview
.
Practices for Lesson 1: Overview
Practice Information: Student Identifiers
Use your assigned student identifiers to create a unique name for the data you
create in the practices.
Note: If you are taking this class as a Training on Demand, with no live instructor,
please select one row of data from the table to use during the class.
Student Numeric Identifier Your.Implementer
F11 HCM_IMPL1
F12 HCM_IMPL2
F13 HCM_IMPL3
F14 HCM_IMPL4
F15 HCM_IMPL5
F16 HCM_IMPL6
F17 HCM_IMPL7
F18 HCM_IMPL8
F19 HCM_IMPL9
F20 HCM_IMPL10
F21 HCM_IMPL11
F22 HCM_IMPL12
F23 HCM_IMPL13
F24 HCM_IMPL14
F25 HCM_IMPL15
F26 HCM_IMPL16
F27 HCM_IMPL17
F28 HCM_IMPL18
F29 HCM_IMPL19
F30 HCM_IMPL20
Prerequisites
Throughout this class use the Mozilla Firefox browser to access the application.
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.
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
*
Variable
Continuous_Service_Date = get_date('CONTINUOUS_SERVICE_DATE')
IF (ACP_START_RULE = 'BOY')
Operator
(
First_Eligible_To_Accrue_Date
to_date('01/01/'||to_char(add_months(Continuous_Service_Date , 12),
'YYYY'), 'DD/MM/YYYY'
First_Eligible_To_Accrue_Date
add_months(Continuous_Service_Date,6)
) Variable
Prerequisites
Throughout this class use the Mozilla Firefox browser to access the application.
Assumptions
Time: 15 – 25 minutes
Replace XX with your student identifier.
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. Sign in and navigate.
a. Sign in as Your.Implementor as indicated in the table in Lesson 1.
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.
Steps
1. The formula text should look similar to the following example:
/***************************************************************
FORMULA NAME: XX_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.
Prerequisites
Throughout this class use the Mozilla Firefox browser to access the application.
Assumptions
Time: 25 – 30 minutes
Replace XX with your student identifier.
Tasks
1. Sign in and navigate.
a. Ensure you are signed in as Your.Implementor.
b. Ensure you are on the Manage Fast Formula page, if not:
1) Click on your user ID to open the Settings and Action menu, then click
Setup and Maintenance.
2) On the Setup: Compensation Management page, open the Tasks panel
and click Search.
3) On the Search page in the Search field, enter Manage Fast Formulas.
4) Click Search.
5) In the search results, click Manage Fast Formulas.
2. Create the fast formula to retrieve the DBI.
a. In the Search Results section, click Create.
b. In the Create Fast Formula window in the Formula Name field, enter XX 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: XX 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: XX 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
Prerequisites
Throughout this class use the Mozilla Firefox browser to access the application.
Assumptions
Time: 20 – 25 minutes
Replace XX with your student identifier.
Tasks
1. Sign in and navigate.
a. Ensure you are signed in as Your.Implementor.
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 XX
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 1/1/51.
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 message, click OK.
c. Click Refresh until the Compile Status is successful ( ).
d. Click Done.
e. On the Manage Fast Formulas page, click Done.
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
Replace XX with your student identifier.
Tasks
1. Sign in and navigate.
a. Ensure you are signed in as Your.Implementor.
b. Ensure that you are on the Search page, if not:
1) Click on your user ID to open the Settings and Action menu, and then click
Setup and Maintenance.
2) On the Setup: Compensation Management page, open the Tasks panel
and click Search.
c. On the Search page in the Search field, enter
Manage User-Defined Tables.
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 XX
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.
9. Enter the formula text.
a. On the Create Fast Formula: XX Enrollment Period Start Date page, enter
the formula details in the Formula Text area:
/***************************************************************
Change History:
Name: <Enter your name>
Date: <Enter Today’s Date>
Comments: Initial Formula
***************************************************************/
/* Calculation Section */
Demonstration Steps
1. Sign in and navigate.
a. Ensure you are signed in as hcm_impl20.
b. Ensure you are on the Manage Fast Formulas page, if not:
1) Click on your user ID to open the Settings and Actions menu, and then click
Setup and Maintenance.
2) On the Setup: Compensation Management page, open the Tasks panel
and click Search.
3) On the Search page in the Search field, enter Manage Fast Formulas.
4) Click Search.
5) 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.
Appendix A: Instructor
Demonstrations
h. Lines 52 - 57, is a conditional logic statement that checks whether the
month and year of the effective from date for the assignment's
compensation is equal to the current effective date. It also checks if the
assignment’s compensation effective to date year is equal to 4712.
Note: If there is no effective end date, then the effective end date year is
assumed to be 4712.
If these conditions are true then the eligibility is Yes. If any of these
conditions are not true, then the formula does not execute the statement
after the THEN clause, and the eligibility stays at No, as assigned on
Line35.
i. Line 69 is a comment stating the return section is following.
j. Line 71 is the return statement, returning the value for an assignment’s eligibility.
k. Line 73 is a comment stating this is the end of the fast formula.
l. Click Done.
Appendix A: Instructor
Demonstrations
Instructor Demonstration 2: Creating a Formula Using Looping
Overview
In this Demonstration, you will use looping functionality in a formula.
Demonstration Steps
1. Sign in and navigate.
a. Ensure you are signed in as hcm_impl20.
b. Ensure you are on the Manage Fast Formulas page, if not:
1) Click on your user ID to open the Settings and Action menu, and then click
Setup and Maintenance.
2) On the Setup: Compensation Management page, open the Tasks panel
and click Search.
3) On the Search page in the Search field, enter Manage Fast Formulas.
4) Click Search.
5) 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
***************************************************************/
Appendix A: Instructor
Demonstrations
/** INITILIZE VARIABLES **/
SUM = 0
I = 1
Appendix A: Instructor
Demonstrations
Instructor Demonstration 3: Viewing Formula Compilation Errors
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. Sign in and navigate.
a. Ensure you are signed in as hcm_impl20.
b. Ensure you are on the Manage Fast Formulas page, if not:
1) Click on your user ID to open the Settings and Action menu, and then click
Setup and Maintenance.
2) On the Setup: Compensation Management page, open the Tasks panel
and click Search.
3) On the Search page in the Search field, enter Manage Fast Formulas.
4) Click Search.
5) In the search results, click Manage Fast Formulas.
c. On the Manage Fast Formulas page, in the Formula Name field, enter
GLB_INVDED_SKIP.
d. In the Type field, select Element Skip.
e. Click Search.
f. In the Search Results section, click GLB_INVDED_SKIP.
e. 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.
Appendix A: Instructor
Demonstrations
Instructor Demonstration 4: Exploring the Benefits Fast Formula
Reference Guide
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.
Appendix A: Instructor
Demonstrations
.
Appendix A: Instructor
Demonstrations