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D88701GC10
Activity Guide
Edition 1.0 | April 2015 | D90922
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Oracle HCM Cloud: Fast Formula
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Author
Steve Pratt
Technical Contributors and Reviewers

Angela Brown, Mark Duckers, Elena Forrest, John Finnegan, and Kurt Adams
This book was published using: Oracle Tutor

Table of Contents
Practices for Lesson 1: Course Overview .....................................................................................................1-1
Practices for Lesson 2: Fast Formula Overview ...........................................................................................2-1
Practices for Lesson 3: Basic Fast Formula Syntax .....................................................................................3-1
Practices for Lesson 3: Overview ...................................................................................................................3-2
Practice 3-1: Identifying Formula Components ..............................................................................................3-3
Solution 3-1: Identifying Formula Components ..............................................................................................3-4
Practices for Lesson 4: Basic Fast Formula Structure .................................................................................4-1
Practice 4-1: Writing a Waiting Period Value and UOM Formula ...................................................................4-3
Solution 4-1: Write a Waiting Period Value and UOM Formula ......................................................................4-5
Practices for Lesson 5: Advanced Fast Formula Syntax .............................................................................5-1
Practice 5-1: Creating a Formula to Call a Formula .......................................................................................5-3
Practices for Lesson 6: Performance and Troubleshooting Tips ................................................................6-1
Practices for Lesson 7: Payroll Formulas ......................................................................................................7-1
Practice 7-1: Creating a User-Defined Table for Union Dues .........................................................................7-3
Practice 7-2: Creating a Formula to Validate the User-Defined Table............................................................7-6
Practice 7-3: Defining a Global Value ............................................................................................................7-8
Practice 7-4: Creating an Oracle Payroll Formula for Travel Payments .........................................................7-10
Practices for Lesson 8: Benefits Formulas ...................................................................................................8-1
Practices for Lesson 8: Benefits Formulas .....................................................................................................8-2
Practice 8-1: Create a Person Selection Formula ..........................................................................................8-3
Practice 8-2: Create an Enrollment Coverage Start Date Formula.................................................................8-5
Practices for Lesson 9: Compensation Formulas .........................................................................................9-1
Practice 9-1: Creating a Compensation Default and Override Formula .........................................................9-3
Practice 9-2: Creating a Compensation Person Selection Formula ...............................................................9-8
Practices for Lesson 10: Absence Management Formulas ..........................................................................10-1
Practices for Lesson 10: Overview .................................................................................................................10-2
Practice 10-1: Defining a Global Absence Accrual Formula ...........................................................................10-3
Practice 10-2: Defining a Global Absence Proration Formula ........................................................................10-7
Practices for Lesson 11: Time and Labor Formulas .....................................................................................11-1
Practices for Lesson 11: Overview .................................................................................................................11-2
Practice 11-1: Creating a Time Entry Formula ...............................................................................................11-3
Practice 11-2: Creating a Time Repository Rule Template ............................................................................11-6
Practice 11-3: Creating a Time Repository Rule ............................................................................................11-8
Appendix A: Instructor Demonstrations ........................................................................................................12-1
Instructor Demonstrations for the Course ......................................................................................................12-2
Instructor Demonstration L3-1: Creating a Formula .......................................................................................12-3
Instructor Demonstration L4-1: Viewing a Formula ........................................................................................12-5
Instructor Demonstration L5-1: Creating a Formula Using Looping ...............................................................12-7
Instructor Demonstration L6-1: Viewing Formula Compilation Errors.............................................................12-9
Instructor Demonstration L7-1: Create a User-Defined Table ........................................................................12-10
Instructor Demonstration L7-2: Creating an Element .....................................................................................12-12
Oracle HCM Cloud: Fast Formula Table of Contents

iii
Instructor Demonstration L8-1: Exploring the Benefits Fast Formula Reference Guide .................................12-14
Instructor Demonstration L9-1: Exploring the Compensation Fast Formula Reference Guide .......................12-15
Instructor Demonstration L10-1: Exploring the Global Absences Fast Formula Guide ..................................12-16
Instructor Demonstration L11-1: Reviewing a Time Entry Rules Formula ......................................................12-17
Instructor Demonstration L11-2: Reviewing a Time Repository Rule Template .............................................12-18
Instructor Demonstration L11-3: Reviewing a Time Repository Rule .............................................................12-19
Oracle HCM Cloud: Fast Formula Table of Contents

iv
Practices for Lesson 1: Course Overview

Chapter 1 - Page 1
Chapter 1

Course Overview
Practices for Lesson 1:
Practices for Lesson 1: Overview

Practices Overview
There are no practices for this lesson.
Practices for Lesson 1: Course Overview

Chapter 1 - Page 2
Practices for Lesson 2: Fast Formula Overview

Chapter 2 - Page 1
Chapter 2

Formula Overview
Practices for Lesson 2: Fast

Practices Overview
Practices for Lesson 2: Fast Formula Overview

Chapter 2 - Page 2
Practices for Lesson 3: Basic Fast Formula Syntax

Chapter 3 - Page 1
Chapter 3

Fast Formula Syntax
Practices for Lesson 3: Basic

Practices Overview
In this practice, you will identify formula components in an existing formula.

Chapter 3 - Page 2
Practice 3-1: Identifying Formula Components

Overview
In this practice you will review the Accrual Payroll Calculation formula and identify the syntax
within the formula.
Assumptions
• Time: 10 – 15 minutes
• Replace XXX with your student identifier, as indicated by your instructor.
Tasks
1. Review the formula.
/* ------------------------------------------------------------
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')
IF (ACP_START_RULE = 'BOY') THEN

(
First_Eligible_To_Accrue_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.

Chapter 3 - Page 3
Solution 3-1: Identifying Formula Components

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
In this calculation the Accrual Start Rule determines the date o

Comment s
which a person may first accrue PTO. The Ineligibility Rule
the period of time during which the PTO is not
Once this date has passed the accrual is registered from the
determined by the Accrual Start
-------------------------------- ----- --------------------------- *

Variable
Continuous_Service_Date =
Function
IF (ACP_START_RULE = 'BOY')
Operator
(
First_Eligible_To_Accrue_Date
to_date('01/01/'||to_char(add_months(Continuous_Service_Date
Function Function Function
12), 'DD/MM/YYYY'
ELSE IF (ACP_START_RULE = 'PLUS_SIX_MONTHS')
( DBI
Conditional
Statement
First_Eligible_To_Accrue_Date
add_months(Continuous_Service_Date,6
ELSE IF (ACP_START_RULE = 'HD')
( Expression
First_Elig ble_To_Accrue_Date =
) Variable

Chapter 3 - Page 4
Practices for Lesson 4: Basic Fast Formula Structure

Chapter 4 - Page 1
Chapter 4

Fast Formula Structure
Practices for Lesson 4: Basic

Practices Overview
In this practice, you will write a formula that determines a person’s benefit eligibility waiting
period.

Chapter 4 - Page 2
Practice 4-1: Writing a Waiting Period Value and UOM Formula

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
• 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_impl.
b. Click the Navigator icon.
c. Click the Setup and Maintenance menu item.
d. On the Overview page, All Tasks tab, in the Name field, enter Manage Fast
Formulas.
e. Click Search.
f. For the Manage Fast Formulas task, click Go to 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_Benefit
Wait Period.
c. In the Type field, select Waiting Period Value and UOM.
d. In the Description field, enter Determine waiting period based on job and country
of birth.
e. In the Legislative Data Group field, leave it blank.
f. In the Effective Start Date field, enter 01/01/1951.
g. Click Continue.
3. Write the formula.
a. On the Create Fast Formula: Benefit Wait Period page, enter the formula details in
the Formula Text area:

Chapter 4 - Page 3
1) Add a comment section that contains:

a) Formula Name
b) Formula Type
c) Formula Description
2) Add a comment section titled Change History which includes:
a) Name
b) Date
c) Comments
3) Add a section to set the defaults for the Country and Job Name database items:
a) PER_ASG_COUNTRY_OF_BIRTH – set a default that is 2 characters
b) PER_ASG_JOB_NAME – set a default that is 3 characters
4) Add a calculation section that will evaluate 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.
a) If the Country of Birth is not US and the Job is Content Writer then the waiting
period value is 6 and the waiting period unit of measure is months.
b) Else, the waiting period value is 1 and the waiting period unit of measure is
months.
5) Add a return statement to return the values:
a) Waiting period value
b) Waiting period unit of measure
4. Compile the formula.
a. Click Save.
b. Click Compile.
c. Click OK.
d. Click Refresh until the Compile Status is successful ( ).
e. Click Done.
f. On the Manage Fast Formulas page, click Done.

Chapter 4 - Page 4
Solution 4-1: Write a Waiting Period Value and UOM Formula

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
***************************************************************/
/**********Set DBI defaults**********/

default for PER_ASG_COUNTRY_OF_BIRTH is 'XX'
default for PER_ASG_JOB_NAME is 'ABC'
/**********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.

Chapter 4 - Page 5

Chapter 4 - Page 6
Practices for Lesson 5: Advanced Fast Formula Syntax

Chapter 5 - Page 1
Chapter 5
Syntax

Advanced Fast Formula

Practices Overview
In this practice, you will create a formula calling other formulas to determine an employee’s
salary based on their legislation.

Chapter 5 - Page 2
Practice 5-1: Creating a Formula to Call a Formula

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
Tasks
1. Navigate to the Manage Fast Formula page.
Formulas.
e. Click Search.
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.
g. Click Continue.
3. Enter the formula text.
a. On the Create Fast Formula: XXX Call HR FTE DBI page, enter the formula details in
/***************************************************************
FORMULA NAME: XXX Call HR FTE DBI
FORMULA TYPE: Payroll Access to HR
DESCRIPTION: Retrieve FTE DBI
***************************************************************/
/***************************************************************
Change History:

Chapter 5 - Page 3

***************************************************************/
/* Default Statement Section */
Default for PER_ASG_FTE_VALUE is 1
/* Calculation Section */
HR_FTE = PER_ASG_FTE_VALUE
/* Return Statement Section */

Return HR_FTE
b. Click Save.
a. Click Compile.
b. Click OK.
c. Click Refresh until the Compile Status is successful ( ).
d. Click Done.
5. Create the fast formula to determine the salary.
b. On the Create Fast Formula page, in the Formula Name field, enter XXX GB Salary
by FTE.
c. In the Type field, select Oracle Payroll.
d. In the Description field, enter Calculate the salary amount for Great Britain
employees based on their FTE.
g. Click Continue.
a. On the Create Fast Formula: XXX GB Salary by FTE page, enter the formula details
in the Formula Text area:
/***************************************************************
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:

Chapter 5 - Page 4

***************************************************************/
/* Alias Statement Section */

ALIAS ANNUAL_SALARY_UK_AMOUNT_ASG_ENTRY_VALUE AS UK_ASG_SAL
/* Default Statement Section */
Default for ASG_HR_ASG_ID is 1
Default for UK_ASG_SAL is 0
Default for Salary_UK is 0
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)
l_amount = round((FTE * Salary_UK),2)
Message = 'Salary Value is'||to_Char(l_Amount)

RETURN l_Amount,Message
b. Click Save.
a. Click Compile.
b. Click OK.
d. Click Done.

Chapter 5 - Page 5

Chapter 5 - Page 6
Performance and
Troubleshooting Tips
Chapter 6
Practices for Lesson 6: Performance and Troubleshooting Tips

Chapter 6 - Page 1

Practices Overview
Practices for Lesson 6: Performance and Troubleshooting Tips

Chapter 6 - Page 2
Practices for Lesson 7: Payroll Formulas

Chapter 7 - Page 1
Chapter 7

Payroll Formulas

Practices 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.

Chapter 7 - Page 2
Practice 7-1: Creating a User-Defined Table for Union Dues

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
Tasks
1. Navigate to the Manage User-Defined Table page.
a. Click the Navigator icon.
b. Click the Payroll Calculation menu item.
c. Click the Manage User-Defined Table task.
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 01/01/1951.
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.
4. Enter the column details.
a. In the User-Defined Columns section, click Create.
b. In the Column Name field, enter DUES.
c. In the Data Type field, select Number.
5. Enter the row details.

a. In the User-Defined Rows section, click Create.
b. In the Sequence field, enter 10.
c. In the Exact field, enter Union A.
d. In the User-Defined Rows section, click Create.

Chapter 7 - Page 3
e. In the Sequence field, enter 20.

f. In the Exact field, enter Union B.
g. Click Next to enter table values.
6. Enter the table values.
a. On the Create User-Defined Table: User-Defined Table Values page, click Create.
b. On the Add User-Defined Table Values page, select Union A.
c. Click OK.
d. In the Value field, enter 30.
e. Click Create.
f. Select Union B.
g. Click OK.
h. In the Value field, enter 32.
i. Click Submit.
a. From the Payroll Calculation work area, click the Manage Fast Formulas task.
8. Create the fast formula to get the value from the user-defined table to populate the Union
element input value.
b. On the Create Fast Formula page, in the Formula Name field, enter XXX Union
Dues.
d. In the Description field, enter Union Dues.
e. In the Legislative Data Group field, select US Legislative Data Group.
g. Click Continue.
a. On the Create Fast Formula: XXX Union Dues page, enter the formula details in the
Formula Text area:
/***************************************************************
FORMULA NAME: XXX Union Dues
DESCRIPTION: Retrieve the union dues amount for the appropriate
union dues from the union dues user-defined table.
***************************************************************/
/***************************************************************
Change History:
***************************************************************/

Chapter 7 - Page 4
/* Database Items Default Statement Section */

DEFAULT FOR union IS ' '
/* Inputs Statement Section */

INPUTS ARE union(text)
deduction = 0
IF NOT union WAS DEFAULTED
THEN
deduction =
TO_NUMBER(GET_TABLE_VALUE('xxx_union_dues', 'dues', union))

RETURN deduction
b. Click Save.
a. Click Compile.
b. Click OK.
d. Click Done.

Chapter 7 - Page 5
Practice 7-2: Creating a Formula to Validate the User-Defined Table

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
• The XXX_UNION_DUES user-defined table must be defined.
Tasks
a. From the Payroll Calculation work area, click the Manage Fast Formulas task.
2. Create the validation fast formula.
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.
g. Click Continue.
a. On the Create Fast Formula: XXX Check Union Dues page, enter the formula details
in the Formula Text area:
/***************************************************************
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:

Chapter 7 - Page 6

***************************************************************/

INPUTS ARE entry_value(text)
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'

RETURN formula_status, formula_message
b. Click Save.
a. Click Compile.
b. Click OK.
d. Click Done.
5. Navigate to the Manage User-Defined Tables page.
a. From the Payroll Calculation work area, click the Manage User-Defined Tables task.
6. Add a validation formula to the XXX_UNION DUES table.
a. In the Name field, enter XXX_Union_Dues.
b. Click Search.
c. In the Search Results section, select XXX_Union_Dues.
d. Click Edit at the top of the page.
e. In the User-Defined Column section, select the Edit icon.
f. In the Formula field, select XXX_Check Union Dues.
g. Click Save.
Note: You can test the validation formula by selecting the Edit icon and change the Union A
value from 30 to 60. Click Save. Once you see the error message, click OK, then click
Cancel.

Chapter 7 - Page 7
Practice 7-3: Defining a Global Value

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
Tasks
1. Navigate to the payroll batch loader.
c. Click the Payroll Administration menu item.
d. Click the Batch Loader task.
2. Create the batch header for the global value in the payroll batch loader.
a. On the Batch Loader page, click Download.
b. After the DesktopGenericBatch.xlsx file downloads, open the file.
c. When prompted to connect, click Yes.
d. In the Login dialog box, enter your user ID and password, and then click Sign In.
e. Navigate to the Batch Header Sheet at the bottom of the workbook.
f. In the Batch Name column of the Search Results section, enter XXX_Global Travel
Rate.
g. In the Legislative Data Group list, select US Legislative Data Group.
h. 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.
a. On the Batch Header Sheet, double-click the batch name XXX_ Global Travel Rate
to prepare for data entry.
b. Navigate to the Batch Content Sheet.
c. Under Batch Contents Action, click Add.
d. In the Task Name field, enter Fast Formula Global.
e. Click Search.
f. Select Fast Formula Global, and click OK.
g. Double click the Task Action Name to display the columns for the selected task.
h. In the Batch Line Content Details section enter the values for each global as shown
in this table.
Line Sequence 10
Effective Start Date 1951-01-01

Chapter 7 - Page 8
Effective End Date 2020-12-31

Value .57
Data Type N
Name XXX_Travel_Rate
i. Click Save.
j. In the Upload Options dialog box accept the default selection and click OK.
Note: Keep the workbook open. You will verify the global value was transferred later in
the practice.
4. Transfer the batch.
a. From the Payroll Administration work area, click Submit a Process or Report.
c. In the Flow Pattern column, select Transfer Batch.
d. Click Next.
e. In the Payroll Flow field, enter XXX_Globals Batch.
f. In the Batch field, search for and select XXX_Global_Travel_Rate.
g. Click Next.
h. On the Enter Flow Interaction page, click Next.
i. On the Schedule page, click Next.
j. On the Review page, click Submit.
k. Click OK and View Checklist.
l. Click Refresh until the Transfer Batch process status displays as complete.

Chapter 7 - Page 9
Practice 7-4: Creating an Oracle Payroll Formula for Travel Payments

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
• Create the XXX_Travel Rate global value in activity 7-1.
Tasks
a. In the Payroll Administration work area, click the Manage Fast Formulas task.
b. On the Create Fast Formula page, in the Formula Name field, enter XXX_Travel
Payment.
d. In the Description field, enter Travel Payment.
g. Click Continue.
h. On the Create Fast Formula: XXX Travel Payment page, enter the formula details in
/***************************************************************
FORMULA NAME: XXX Travel Payment
DESCRIPTION: Calculate the travel payment for the Distance input
value for the Travel Payment element.
***************************************************************/
/***************************************************************
Change History:
***************************************************************/

Chapter 7 - Page 10
DEFAULT FOR distance IS 0

DEFAULT FOR override_travel_rate IS 0

INPUTS ARE distance, override_travel_rate
IF override_travel_rate WAS DEFAULTED
THEN
travel_payment = ROUND((distance *
override_travel_rate),2)
ELSE
travel_payment = ROUND((distance *
XXX_TRAVEL_RATE),2)

RETURN travel_payment
i. Click Save.
a. Click Compile.
b. Click OK.
d. Click Done.

Chapter 7 - Page 11

Chapter 7 - Page 12
Practices for Lesson 8: Benefits Formulas

Chapter 8 - Page 1
Chapter 8

Benefits Formulas

Practices 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.

Chapter 8 - Page 2
Practice 8-1: Create a Person Selection Formula

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
Tasks
Formulas.
e. Click Search.
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.
g. Click Continue.
a. On the Create Fast Formula: XXX Benefits Person Selection Rule page, enter the
formula details in the Formula Text area:
/***************************************************************
FORMULA NAME: XXX Benefits Person Selection Rule
FORMULA TYPE: Person Selection
DESCRIPTION: Select employees based on person numbers.
***************************************************************/
/***************************************************************
Change History:

Chapter 8 - Page 3

***************************************************************/
/* DATABASE ITEM DEFAULTS SECTION */
DEFAULT for PER_ASG_PERSON_NUMBER IS '-1'
/* CALCULATION SECTION */
output = 'N'
per_number = PER_ASG_PERSON_NUMBER
if (per_number = '1046' OR per_number = '1010')

then
(output = 'Y')
/* RETURN STATEMENT SECTION */
return output
b. Click Save.
a. Click Compile.
b. Click OK.
d. Click Done.
e. On the Manage Fast Formulas page, click Done.

Chapter 8 - Page 4
Practice 8-2: Create an Enrollment Coverage Start Date Formula

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
Tasks
1. Navigate to the Manage User-Defined Table page.
d. On the Overview page, All Tasks tab, in the Name field, enter Manage User-Defined
Tables.
e. Click Search.
f. For the Manage User-Defined Tables task, click Go to Task.
2. Create the user-defined table.
a. Click Create.
d. Click Continue.
3. Enter the basic details.

Chapter 8 - Page 5
a. On the Create: User-Defined Table page, in the Name field, enter

XXX_WAITING_PERIOD.
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 Legal_Entity.
4. Enter the column details.
a. In the User-Defined Columns section, click Create.
b. In the Column Name field, enter Fulltime.
c. In the Data Type field, select Number.
d. In the User-Defined Columns section, click Create.
e. In the Column Name field, enter Part_time.
f. In the Data Type field, select Number.
5. Enter the row details.
c. In the Exact field, enter Corp USA1.
d. In the User-Defined Rows section, click Create.
e. In the Sequence field, enter 20.
f. In the Exact field, enter ISD USA.
g. In the User-Defined Rows section, click Create.
h. In the Sequence field, enter 30.
i. In the Exact field, enter Health USA.
j. In the User-Defined Rows section, click Create.
k. In the Sequence field, enter 40.
l. In the Exact field, enter University USA.

Chapter 8 - Page 6
6. Enter the table values.

a. Click Next to enter table values.
b. On the Create User-Defined Table: User-Defined Table Values page, click Create to
add the values based on the following table:
Legal Entity Fulltime Regular Part-time Regular
Corp USA1 3 3
ISD USA 3
Health USA 1 6
University USA 3 6
− Note: To enter values for the other column, click Save.
− For the blank entry in Part-time regular do not create a row for the table value. It
cannot accept a blank.
c. Click Submit.
Formulas.
e. Click Search.
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.
g. Click Continue.
a. On the Create Fast Formula: XXX Enrollment Period Start Date page, enter the
formula details in the Formula Text area:
/***************************************************************
FORMULA NAME: XXX Enrollment Coverage Start Date
FORMULA TYPE: Enrollment Coverage Start Date
DESCRIPTION: Determine the coverage state date for benefits.
***************************************************************/
/***************************************************************
Change History:

Chapter 8 - Page 7

***************************************************************/

DEFAULT FOR PER_ASG_CREATION_DATE IS '1901/01/01 00:00:00'(date)
DEFAULT FOR wait_months IS 0
/* Define local variables */

enroll_date = '4721/12/31 00:00:00'(date)
wait_months = 0
Fulltime = 0
Part_time = 0
LEGAL_ENTITY = ' '
/* GET WAITING PERIOD */

wait_months =
to_number(GET_TABLE_VALUE('XXX_WAITING_PERIOD',
'Fulltime', Legal_Entity))
wait_months =
to_number(GET_TABLE_VALUE('XXX_WAITING_PERIOD',
'Part_time', Legal_Entity))
enroll_date = ADD_MONTHS(enroll_date,wait_months)
IF enroll_date < '4712/12/31 00:00:00' (date) THEN

(
RETURN enroll_date
)
ELSE enroll_date = PER_ASG_CREATION_DATE

RETURN enroll_date
b. Click Save.
a. Click Compile.
b. Click OK.
d. Click Done.

Chapter 8 - Page 8
Practices for Lesson 9: Compensation Formulas

Chapter 9 - Page 1
Chapter 9

Compensation Formulas

Practices 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.

Chapter 9 - Page 2
Practice 9-1: Creating a Compensation Default and Override Formula

Overview
In this practice, you will create a parent default and override formula that calls child formulas in
other legislative data groups. The parent formula determines the bonus amount based on the
legislative data group.
Your organization operates in multiple legislative data groups (LDG) where employees in one
country may report to a manager in a different country.
Create a parent formula that calls 2 child formulas in 2 different LDGs. 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 default bonus amount for the employee.
Assumptions
Tasks
Formulas.
e. Click Search.
2. Create a GB legislation-specific compensation default and override fast formula.
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.
g. Click Continue.
3. Enter the formula text
a. On the Create Fast Formula: XXX CM_DV_FOR_ASG_BONUS_VALUE page, enter
the formula details in the Formula Text area:
/***************************************************************
Name : XXX CM_DV_FOR_ASG_BONUS_VALUE
Type : Compensation Default and Override
Requirement: Return Bonus Value of the Employee
Logic : Return DBI for Bonus of UK, default with 0
DBI : BONUS_UK_AMOUNT_ASG_ENTRY_VALUE
***************************************************************/

Chapter 9 - Page 3
/***************************************************************
Change History:
***************************************************************/

DEFAULT FOR BONUS_UK_AMOUNT_ASG_ENTRY_VALUE IS -1
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
)
L_DATA = ESS_LOG_WRITE( 'END XXX CM_DV_FOR_ASG_BONUS_VALUE UK :

' || TO_CHAR(L_DEFAULT_VALUE ) )

RETURN L_DEFAULT_VALUE
b. Click Save.
a. Click Compile.
b. Click OK.
d. Click Done.
5. Create a US legislation-specific compensation default and override fast formula.
CM_DV_FOR_ASG_BONUS_VALUE.
g. Click Continue.
6. Write the fast formula.

Chapter 9 - Page 4
a. On the Create Fast Formula: XXX CM_DV_FOR_ASG_BONUS_VALUE page, enter

/***************************************************************
Name : XXX CM_DV_FOR_ASG_BONUS_VALUE
Logic : Return DBI for Bonus of US, default with 0
DBI : BONUS_INF_AMOUNT_ASG_ENTRY_VALUE
***************************************************************/
/***************************************************************
Change History:
***************************************************************/

DEFAULT FOR BONUS_PAY_AMOUNT_ASG_ENTRY_VALUE IS -1
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
)
L_DATA = ESS_LOG_WRITE( 'END XXX CM_DV_FOR_ASG_BONUS_VALUE US :

' || TO_CHAR(L_DEFAULT_VALUE ) )

RETURN L_DEFAULT_VALUE
b. Click Save.
a. Click Compile.
b. Click OK.
d. Click Done.
8. Create a fast formula that calls the legislation-specific compensation default and override
formulas to determine the bonus value.

Chapter 9 - Page 5

CM_DV_FOR_ASG_BONUS_PARENT.
g. Click Continue.
a. On the Create Fast Formula: XXX CM_DV_FOR_ASG_BONUS_PARENT page,
enter the formula details in the Formula Text area:
/***************************************************************
Name : XXX CM_DV_FOR_ASG_BONUS_PARENT
Logic : Return DBI for Bonus of US, default with 0
DBI : US_BONUS_AMOUNT_ASG_ENTRY_VALUE
***************************************************************/
/***************************************************************
Change History:
***************************************************************/
L_DATA = ESS_LOG_WRITE( 'XXX CM_DV_FOR_ASG_BONUS_PARENT ' )
/* Initialize all the context so that the context can be passed

to the child formula */
L_DATE = GET_CONTEXT(EFFECTIVE_DATE, '2000/01/10' (date))
L_DATE = GET_CONTEXT(DATE_EARNED, '2000/01/10' (date))
L_DATE = GET_CONTEXT(START_DATE, '2000/01/10' (date))
L_DATE = GET_CONTEXT(END_DATE, '2000/01/10' (date))
L_NUMBER = GET_CONTEXT(HR_ASSIGNMENT_ID ,-1)
L_NUMBER = GET_CONTEXT(HR_TERM_ID,-1)
L_NUMBER = GET_CONTEXT(JOB_ID,-1)
L_NUMBER = GET_CONTEXT(LEGISLATIVE_DATA_GROUP_ID,-1)
L_NUMBER = GET_CONTEXT(PAYROLL_ASSIGNMENT_ID,-1)
L_NUMBER = GET_CONTEXT(PERSON_ID,-1)
L_NUMBER = GET_CONTEXT(PAYROLL_TERM_ID,-1)

Chapter 9 - Page 6
/*Call the child formula */

EXECUTE('XXX CM_DV_FOR_ASG_BONUS_VALUE')
/*Get the return value from Child formula */

L_VALUE = GET_OUTPUT(' L_DEFAULT_VALUE', '1')
L_DATA = ESS_LOG_WRITE( 'END XXX CM_DV_FOR_ASG_BONUS_PARENT' ||
L_VALUE )

RETURN L_VALUE
b. Click Save.
a. Click Compile.
b. Click OK.
d. Click Done.

Chapter 9 - Page 7
Practice 9-2: Creating a Compensation Person Selection Formula

Overview
In order to ensure the correct people are selected for a compensation plan, create a
compensation person selection formula. This formula will determine 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 persons hire date.
Assumptions
Tasks
1. Create the compensation person selection formula.
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.
g. Click Continue.
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:
***************************************************************/

Chapter 9 - Page 8

DEFAULT FOR PER_ASG_START_DATE IS '1900/01/01 00:00:00' (date)
DEFAULT FOR CMP_IV_PLAN_START_DATE IS '2050/01/01'
INPUTS ARE CMP_IV_PLAN_START_DATE (text), CMP_IV_PLAN_END_DATE
(text)
L_RET_VALUE = 'N'
/* Debug log for entering */

L_DATA = ESS_LOG_WRITE
( 'BEGIN XXX CMP_PERSON_SELECTION_FOR_EXISITING_EMPLOYEE' )
/* Convert the IV value to a date value*/

L_PL_START_DATE = TO_DATE(CMP_IV_PLAN_START_DATE,'YYYY/MM/DD')
/* Debug log for entering */

L_DATA = ESS_LOG_WRITE( 'Plan Start Date :' ||
CMP_IV_PLAN_START_DATE )
L_DATA = ESS_LOG_WRITE( 'Hire Date :' ||
TO_CHAR(PER_ASG_START_DATE) )
/* Compare the hire date to plan start date*/
IF (L_PL_START_DATE > PER_ASG_START_DATE ) THEN (

L_RET_VALUE = 'Y'
)
L_DATA = ESS_LOG_WRITE( 'End Value :' || L_RET_VALUE )

RETURN L_RET_VALUE
b. Click Save.
a. Click Compile.
b. Click OK.
d. Click Done.

Chapter 9 - Page 9

Chapter 9 - Page 10
Practices for Lesson 10: Absence Management Formulas

Chapter 10 - Page 1
Chapter 10
Formulas

Absence Management

Practices Overview
In this practice, you will create a global absence accrual formula to accrue paid-time off (PTO).

Chapter 10 - Page 2
Practice 10-1: Defining a Global Absence Accrual Formula

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
Tasks
Formulas.
e. Click Search.
b. On the Create Fast Formula page, in the Formula Name field, enter XXX PTO
Absence Accrual.
c. In the Type field, select Global Absence Accrual.
d. In the Description field, enter Determine the PTO accrual rate for employees.
g. Click Continue.

Chapter 10 - Page 3
a. On the Create Fast Formula: XXX PTO Absence Accrual page, enter the formula
details in the Formula Text area:
/***************************************************************
FORMULA NAME: XXX PTO Absence Accrual
FORMULA TYPE: Global Absence Accrual
DESCRIPTION: Determine the PTO accrual rate for employees.
***************************************************************/
/***************************************************************
Change History:
***************************************************************/

DEFAULT for PER_ASG_REL_ORIGINAL_DATE_OF_HIRE is '4712/12/31
00:00:00' (date)
DEFAULT for ANC_ABS_PLN_NAME is 'A'
DEFAULT for ANC_ABS_PLN_PLAN_UOM is 'H'
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)
/* check if employee enrolled into this plan or not */
IF (ANC_ABS_PLN_NAME='XX PTO ACCRUAL')

then(
IF(ANC_ABS_PLN_PLAN_UOM ='H')
THEN(
IF l_length_of_service < 3
THEN accrual = 10
ELSE IF((l_length_of_service =>3)

and (l_length_of_service<5))
THEN accrual =12
ELSE IF l_length_of_service =>5

THEN accrual =15

Chapter 10 - Page 4
)
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(15/120,3)
)
RETURN
accrual))
ELSE
FORMULA_MESSAGE = 'Invalid Absence Plan entered. Enter a
different plan.'
FORMULA_STATUS = 'E'

RETURN formula_status, formula_message
b. Click Save.
a. Click Compile.
b. Click OK.

Chapter 10 - Page 5
d.
Click Done.

Chapter 10 - Page 6
Practice 10-2: Defining a Global Absence Proration Formula

Overview
In this practice, you will create a global absence proration formula to return a proration factor
based on an employee type.
Assumptions
Tasks
Formulas.
e. Click Search.
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.
g. Click Continue.
a. On the Create Fast Formula: XXX System Analyst Absence Proration page, enter
/***************************************************************
FORMULA NAME: XXX System Analyst Absence Proration
FORMULA TYPE: Global Absence Proration
DESCRIPTION: Return the proration factor based on employee type
***************************************************************/
/***************************************************************
Change History:
***************************************************************/

Chapter 10 - Page 7
/** DATABASE ITEM DEFAULTS BEGINS **/

DEFAULT for PER_JOB_REGULAR_TEMPORARY is 'R'
DEFAULT for PER_ASG_ATTRIBUTE1 is 'A'
/** CALCULATION SECTION **/
if (PER_JOB_REGULAR_TEMPORARY ='T')
then (
if (PER_ASG_ATTRIBUTE1='System Analyst')
then(
prorationFactor=0.5
)
)
else (
prorationFactor=1.0
)
/** RETURN SECTION **/

return prorationFactor
b. Click Save.
a. Click Compile.
b. Click OK.
d. Click Done.

Chapter 10 - Page 8
Practices for Lesson 11: Time and Labor Formulas

Chapter 11 - Page 1
Chapter 11

and Labor Formulas
Practices for Lesson 11: Time

Practices 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.

Chapter 11 - Page 2
Practice 11-1: Creating a Time Entry Formula

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
Tasks
Formulas.
e. Click Search.
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 Rule.
d. In the Description field, enter Formula that validates if reported time entries are
less than a defined minimum hours value.
e. In the Legislative Data Group field, leave blank.
g. Click Continue.

Chapter 11 - Page 3
a. On the Create Fast Formula:

XXX_WFM_PERIOD_MINIMUM_TIME_ENTRY_RULE_NEW_JOB page, paste the
copied formula in the Formula Text area In the Formula Text section.
Note: If the paste did not work, delete anything that did paste into the formula text,
copy the text from Notepad, and paste again.
b. Modify the formula in the following areas:
1) Change the formula name in the comments of the formula.
1 /* $Header: fusionapps/hcm/hwm/db/data/Hl…… */
2
+=============================================================+
3 Copyright (c) 2009 Oracle Corporation
4 Redwood Shores, California, USA
5 All rights reserved.
6
+=============================================================+
7 *
8 * Formula Name :
XXX_WFM_PERIOD_MINIMUM_TIME_ENTRY_RULE_NEW_JOB
9 …
2) Add the job id details in two sections of the formula.

a) Add a line after line 60.
b) Add to the formula l_job_id=get_rvalue_text(rule_id
,'JOB_ID','NULL')
…
55 if (upper(process_empty_tc) = 'YES' or
upper(process_empty_tc) 56 = 'Y' ) then (empty_tc = 'Y'
57 )
58
59 l_send_msg = 0
60 l_min_hr = get_rvalue_number (rule_id ,'DEFINED_LIMIT', 0)
61 l_job_id=get_rvalue_text(rule_id ,'JOB_ID','NULL')
62 l_msg_cd=get_rvalue_text(rule_id ,'MESSAGE_CODE', …)
…
c) Add a line after line 73.

Chapter 11 - Page 4
d) Add to the formula ',l_job_id=' || l_job_id ||

…
69 ' , sum_lvl =' || sum_lvl ||
70 ' , process_empty_tc =' || process_empty_tc ||
71 ' , l_min_hr =' || TO_CHAR( l_min_hr ) ||
72 ' , l_msg_cd =' || l_msg_cd ||
73 ' , l_time_category =' || l_time_category ||
74 ' , l_job_id=' || l_job_id ||
75 ' ) ' )
76
77
78 wk_hrs_total_day=get_wrk_num(ffs_id,'wk_hrs_total_day',0, 0)
…
c. Click Save.
6. Compile the formula,
a. Click Compile.
b. Click OK.
d. Click Done

Chapter 11 - Page 5
Practice 11-2: Creating a Time Repository Rule Template

Overview
In this practice, you create a time repository rule to use the new time entry rule formula.
Assumptions
• Time: 10 - 15 minutes
• Practice 11-1 is complete.
Tasks
1. Navigate to the Manage Rule Templates page.
d. On the Overview page, All Tasks tab, in the Name field, enter Time Repository
Rule.
e. Click Search.
f. For the Manage Time Repository Rule Template task, click Go to Task.
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.
h. In the Time Card Events That Trigger Rule section, select the Save, Submit, and
Resubmit options.
i. Click Next
4. Enter the rule template parameters.

a. For the Formula Parameter Name listed, update the Parameter Type and Display
Name:
DEFINED_LIMIT Fixed Number Minimum number of
hours before the
message is displayed.

Chapter 11 - Page 6
JOB_ID Fixed Text Job of the person

assignment.
MESSAGE_CODE Message Message displayed when
the entered hours are
less than the minimum
hours.
WORKED_TIME_CONDITION Time Category Time category that
defines the hour entries
that amount to the
minimum value.
b. Click Next.
5. Enter the rule template outputs.
a. For the Output Name listed, update the Message Severity and Display Name:
OUT_MSG Warning Severity of the output
message
b. Click Next.
6. Enter the rule template explanation.
a. For the Explaination listed, update the output text to explain the rule:
Message Tokens
Explanation When the total hours defined in the time
category{WORKED_TIME_CONDITION} are
less than the minimum number of hours
{DEFINED_LIMIT}, for the job {JOB_ID} then
the message {MESSAGE_CODE} is
displayed.
b. Click Next.
7. Review the rule template.
a. Click Save and Close.
b. Click Done to return to FSM.

Chapter 11 - Page 7
Practice 11-3: Creating a Time Repository Rule

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
• Practice 11-2 is complete.
Tasks
1. Navigate to the Manage Rules page.
a. For the Manage Time Repository Rules task, click Go to Task
2. Create a new rule.
a. On the Actions menu, click Create.
b. In the Name field, enter XXX_MININMUM_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.
b. In the Rule Parameters section, enter the Value as described in the table:
Minimum number of hours before the message is 30
displayed.
Job of the person assignment. Customer Service
Representative 1
Message displayed when the entered hours are
less than the minimum hours.
Time category that defines the hour entries that Worked Time
amount to the minimum value.
c. In the Outputs section, select a warning severity for the CSR job.
Severity of the output message Warning
d. Click Save and Close.

Chapter 11 - Page 8
Appendix A: Instructor Demonstrations

Chapter 12 - Page 1
Chapter 12

Demonstrations
Appendix A: Instructor
Instructor Demonstrations for the Course

Demonstrations Overview
These demonstrations showcase various Fast Formula tasks and objects.

Chapter 12 - Page 2
Instructor Demonstration L3-1: Creating a Formula

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.
Demonstration Steps
a. Sign in as hcm_impl.
Formulas.
e. Click Search.
b. On the Create Fast Formula window, in the Formula Name field, enter Comp
Default.
d. In the Description field, enter Default Compensation.
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.
a. On the Create Fast Formula: Comp Default page, enter the formula details in the
Formula Text area:
/* Initialize DBIs to be used */
DEFAULT FOR CMP_ASSIGNMENT_SALARY_AMOUNT IS 0
/*Initialize variables */
L_VALUE = 0

Chapter 12 - Page 3
/* Get value from DBI and assign it to return variable */

L_VALUE = TRUNC(CMP_ASSIGNMENT_SALARY_AMOUNT)
/* Return Value back from formula */

RETURN L_VALUE
b. Click Save.
a. Click Compile.
b. Click OK.
d. Click Done.

Chapter 12 - Page 4
Instructor Demonstration L4-1: Viewing a Formula

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
Formulas.
e. Click Search.
2. Search for the formula.
a. On the Manage Fast Formulas page, in the Formula Name field, enter Comp Person
Participation Eligibility.
c. Click Search.
d. In the Search Results section, click Comp Person Participation 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 28 is a comment stating the default statement is following.
c. Lines 30-31, are the default statements defaulting the two database items used in the
formula.
d. Line 33 is a comment stating the calculation section is following.
e. Lines 35 sets the eligibility to No.
f. Lines 37 – 44, are assigning values to the local variables in the formula.
g. Line 46 is a comment stating the formula will look for employees for eligibility.

Chapter 12 - Page 5
h. Lines 48 - 53, 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 55 is a comment stating the return section is following.
j. Line 57 is the return statement, returning the value for an assignment’s eligibility.
k. Line 59 is a comment stating this is the end of the fast formula.
l. Click Done.

Chapter 12 - Page 6
Instructor Demonstration L5-1: Creating a Formula Using Looping

Overview
In this Demonstration, you will use looping functionality in a formula.
DemonstrationSteps
Formulas.
e. Click Search.
a. Click Create.
b. In the Formula Name field, enter LOOPING_1_TO_5.
d. In the Description field, enter Loop for 5 Iterations.
g. Click Continue.
a. On the Create Fast Formula: LOOPING_1_TO_5 page, enter the formula details in
/*************************************************************
FORMULA NAME: LOOPING_1_To_5
FORMULA TYPE: Loop for 5 Iterations
DESCRIPTION: The formula loops 5 times in processing
*************************************************************/
/***************************************************************
Change History:
***************************************************************/
/** INITILIZE VARIABLES **/

SUM = 0
I = 1
/** CALCULATION SECTION **/


Chapter 12 - Page 7
WHILE I <= 5 LOOP

(
SUM = SUM + I /* Add I to SUM. */
I = I + 1 /* Increment I by 1. */
)
b. Click Save.
a. Click Compile.
b. Click OK.
d. Click Done.

Chapter 12 - Page 8
Instructor Demonstration L6-1: 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. Compile a Single Formula
Formulas.
e. Click Search.
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. Click the Payroll Dashboard menu item.
c. In the Items Requiring My Attention section, click the Errors tab.
d. In the Items Requiring My Attention section, click the Warnings tab.
Note: Compilation errors encountered during the process with display on this tab.

Chapter 12 - Page 9
Instructor Demonstration L7-1: Create a User-Defined Table

Demonstration Scope
In this demonstration, you will go to the Manage User-Defined Table page.
Demonstration Steps
1. Ensure that you are signed in as hcm_impl.
2. From the Setup and Maintenance work area, in the Name field, enter user-defined.
3. Click Search.
4. For the Manage User-Defined Tables task, click Go to Task.
5. Create a user-defined table to hold the bonus percentages based on a person's years of
service and department.
a. Click Create.
d. Click OK.
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.
c. In the Low Range field, enter 1 as the low range.
d. In the High Range field, enter 5 as the high range.

Chapter 12 - Page 10
9. Add the table values for Accounting.

a. In the User-Defined Columns section, click ACCOUNTING.
b. Click Next.
c. Click Create.
d. Select the first row, and then click OK.
e. In the Value field, enter .10.
f. Click Create.
g. Select the second row, and then click OK.
h. In the Value field, enter .20.
i. Click Create.
j. Select the third row and click OK.
k. In the Value field, enter .30.
10. Add values for the Payroll column.
a. Click Back.
b. In the User-Defined Columns section, click PAYROLL.
c. Click Next.
d. Click Create.
e. Select the first row, and then click OK.
f. In the Value field, enter .08.
g. Click Create.
h. Select the second row, and then click OK.
i. In the Value field, enter .16.
j. Click Create.
k. Select the last row, and then click OK.
l. In the Value field, enter .24.
11. Click Submit.
12. Click Done.

Instructor Demonstration L7-2: Creating an Element

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
Demonstration Steps
1. Navigate to the Manage Elements page.
c. Click the Payroll Calculations menu item.
d. Click the Manage Elements task.
e. 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 01/01/1951.
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.
b. For the question, Is this element subject to retroactive changes?, select Yes.
c. In the Retro Group field, select Entry Changes for Retro.
d. Click Next.

5. Submit the element.

a. Review your selections.
b. Click Submit.
6. Define the element eligibility.
a. On the Element Summary: XXX Overtime page, in the Element Overview section,
select Element Eligibility.
b. On the Actions menu, click Create Element Eligibility.
Note: Add element eligibility to all elements for which you want to create element
entries, costing, or balance adjustments.
c. In the Element Eligibility Name field, enter XXX Overtime.
d. Click Submit.
7. Review related formulas.
a. In the Element Overview section, scroll down to Related Formulas, review the Related
Formulas created from the template.
b. Click Done.
8. Review the Generated Formulas.
a. On the Payroll Calculation page, click Manage Fast Formulas.
b. On the Manage Fast Formulas page, in the Formula Name field, enter XXX
Overtime.
c. In the Legislative Data Group field, select US Legislative Data Group.
d. Click Search.
e. Resize the Description column to display all the text.
f. Review the generated formulas.
1) Oracle Payroll Formulas types
a) XXX Overtime_EARN – Returns values needed for Hours x Rate calculation
type to pass to the XX Overtime_EARN_RESULTS formula
b) XXX Overtime_EARN_DISTRIBUTION – Distributes earnings by jurisdiction
and stores them in the working storage area
c) XXX Overtime_EARN_RESULTS – Returns the pay value for the XX
Overtime element
2) Auto Indirect Formula type
a) XXX Overtime_AUTO_INDIRECT – Returns the State, County, and City
jurisdictions to use in the XX Overtime_DISTRIBUTION formula
3) Payroll Run Proration Formula type
a) XXX Overtime_EARN_PRORATION – Returns proration results when
proration is needed on this element

Instructor Demonstration L8-1: 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 at the top 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.

Instructor Demonstration L9-1: Exploring the Compensation Fast

Formula Reference Guide
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
The Worker Compensation Fast Formula Reference Guide document provides general
information about the Worker Compensation Fast Formula Reference Guide.
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.

Instructor Demonstration L10-1: Exploring the Global Absences Fast

Formula Guide
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
The Fusion Absence Management: Unable To Create Absence Duration Fast Formula
document includes a link to the Global Absences Fast Formula Reference Guide.
5. Click Release 8 Global Absences Fast Formula Guide to download the guide.
6. In the reference guide, scroll down to page 3 to view information about the Global Absence
Accrual formula type.
For each type of formula, the guide includes the available contexts, database items, input
and return variables, return values, and sample formulas.

Instructor Demonstration L11-1: Reviewing a Time Entry Rules

Formula
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
Formulas.
e. Click Search.
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.

Instructor Demonstration L11-2: Reviewing a Time Repository Rule

Template
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
d. On the Overview page, All Tasks tab, in the Name field, enter Time Repository
Rule.
e. Click Search.
f. For the Manage Time Repository Rule Template task, click Go to Task.
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 to exit the page.
c. Click Done to return to the search results in the Functional Setup Manager (FSM).

Instructor Demonstration L11-3: Reviewing a Time Repository Rule

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
b. Ensure you are at your previous search results.
c. For the Manage Time Repository Rules task, click Go to Task.
2. Search for the rule.
a. Click Search.
b. 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.



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THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY.

COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED

Edition 1.0 | April 2015 | D90922

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Oracle HCM Cloud: Fast Formula Table of Contents

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Oracle HCM Cloud: Fast Formula Table of Contents

Practices for Lesson 1: Course Overview

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Practices for Lesson 1: Overview

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Practices for Lesson 1: Course Overview

Practices for Lesson 2: Fast Formula Overview

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Practices for Lesson 2: Overview

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Practices for Lesson 2: Fast Formula Overview

Practices for Lesson 3: Basic Fast Formula Syntax

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Practices for Lesson 3: Overview

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Practices for Lesson 3: Basic Fast Formula Syntax

Practice 3-1: Identifying Formula Components

IF (ACP_START_RULE = 'BOY') THEN

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Practices for Lesson 3: Basic Fast Formula Syntax

Solution 3-1: Identifying Formula Components

/ ---------------------- ------------------------------ - ------ ---

In this calculation the Accrual Start Rule determines the date o

-------------------------------- ----- --------------------------- *

ELSE IF (ACP_START_RULE = 'PLUS_SIX_MONTHS')

ELSE IF (ACP_START_RULE = 'HD')

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Practices for Lesson 3: Basic Fast Formula Syntax

Practices for Lesson 4: Basic Fast Formula Structure

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Practices for Lesson 4: Overview

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Practices for Lesson 4: Basic Fast Formula Structure

Practice 4-1: Writing a Waiting Period Value and UOM Formula

Practices for Lesson 4: Basic Fast Formula Structure

1) Add a comment section that contains:

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Practices for Lesson 4: Basic Fast Formula Structure

Solution 4-1: Write a Waiting Period Value and UOM Formula

/**********Set DBI defaults**********/

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Practices for Lesson 4: Basic Fast Formula Structure

Practices for Lesson 4: Basic Fast Formula Structure

Practices for Lesson 5: Advanced Fast Formula Syntax

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Practices for Lesson 5: Overview

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Practices for Lesson 5: Advanced Fast Formula Syntax

Practice 5-1: Creating a Formula to Call a Formula

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Practices for Lesson 5: Advanced Fast Formula Syntax

Date: <Enter Today’s Date>

/Set DBI defaults/