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OHAIEOSP00101A - Create "From Where" Rules

OHAIEOSP00101A - Create "From Where" Rules

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A reference period is the period in absence history that is checked for used entitlements.

A customer may specify that an employee, after one year's service, is entitled to four weeks sickness absence at Full Pay during any period of one year.

In this case, the reference period is one year. The previous year before the start of their next absence is checked. If any days of Full Pay sickness have been taken, then these will be deducted from the employee's entitlement before they receive their four weeks entitlement in their next absence.

To define a reference period, it is essential to know from what point in history to start from and how far to go back (or forward). The "From Where" rule defines the former and the "How Far Fwd/Bck" rule defines the latter.

Normally, the "From Where" rule defines the start of the period and the "How Far Fwd/Bck" rule defines the end of the period. However, it is possible that the "From Where" rule defines both and the "How Far Fwd/Bck" rule is zero days. This is used for periods that start at a certain point and go forwardto the absence start date or the day of the absence being processed.

In this step, you define any new "From Where" rules you may require for your specific needs.

The "From Where" rules define the point in history from which to start to check used entitlements.

You may specify that an employee, after one year's service, is allowed four weeks sickness at Full Pay during any period of one year, starting from the first day of absence.

In this case, the "From Where" rule has to define the point in history from which to rollback as the start date of the absence.

There are seven standardmethods for defining a point in time from which to rollback:

  1. Actual Absence Method
The general principle of this rollback method is that the reference period is tied to the absence that is currently being processed.
This method allows two parameters:
  1. Rollback from absence start date.
  2. Rollback from the day of the absence that is being processed.
  3. Rollback from the day before the absence start date.
  4. Rollback from the day before the day of the absence that is being processed.
Example
  1. If the absence starts on 23.01.1999, then even if it lasts a month the check period will always start to rollback from 23.01.1999. However, as standard, the days in the absence up to the current day being processed will be included in the check period.
  2. If the absence starts on 23.01.1999 and lasts for a month then the check period will vary from starting to rollback from 23.01.1999 on the first day of the absence and moving forward each day by one day to starting to rollback from 23.02.1999 on the last day of the absence.
  • Employee Anniversary Method(Public Sector)
  • The general principle of this rollback method is that the reference period is tied to an anniversary in the current year of an employee related date. The current year is found using the Absence Start Date
    This method allows parameters which split into three types:
    1. EH
    Rollback from anniversary, in the year the absence started, of the employee's first start date.
    1. LH
    Rollback from anniversary, in the year the absence started, of the employee's last start date (before the absence).
    1. XX
    Rollback from anniversary, in the year the absence started, of the employee related date type XX from any of the twelve date fields (IT0041).
    Example
    1. EH
    If the employee is employed originally on 23.01.1992 and is absent from 31.01.1999, then the check period will always start to rollback from 23.01.1999.
    1. LH
    If the employee is employed originally on 23.01.1992, fired on 01.04.1993, and rehired on 28.09.1994 and is absent from 31.01.1999, then the check period will always start to rollback from 28.09.1999.
    1. 01
    If the employee has an employee related date in date type "01" in infotype 0041 of 23.06.1992 and is absent from 31.01.1999, then the check period will always start to rollback from 23.06.1999.
    1. Calendar Anniversary Method(Public Sector)
    The general principle of this rollback method is that the reference period is tied to a specific date in the year the absence started. This method allows any parameter as long as it is a date in the format DD.MM.
    1. Absence Recording Method
    The general principle of this rollback method is that the reference period is not tied to any specific date in time to rollback from. This method should be used in conjunction with a rollback period unit of ZERO.
    It is simpler to think of it as a rollback from the day of the absence currently being processed to a date in history.
    This method allows any parameter as long as it is a date in the format DD.MM.YYYY.
    [This method is specifically for the French Public Sector requirement that a person is entitled to 5 years Full Pay during their lifetime for certain types of long term illness (for example, Cancer). The date entered as a parameter is the point in history from which the entitlement should be checked "forwards" to the current absence. Days of entitlement already used before absence recording was switched on can be stored as reductions in infotype 0572.]
    1. Employee Start Date Method
    The general principle of this rollback method is that the reference period is not tied to any specific date in time to rollback from. This method should be used in conjunction with a rollback period unit of ZERO.
    It is simpler to think of it as a rollback from the day of the absence currently being processed to the date the employee started.
    This method allows parameters which split into three types:
    1. EH
    Rollback from the day of the absence being processed to the employee's first start date.
    1. LH
    Rollback from the day of the absence being processed to the employee#s last start date (before the absence).
    1. XX
    Rollback from anniversary, in the year the absence started, of the employee related date type XX from any of the twelve date fields (infotype 0041).
    Example
    1. EH
    If the employee was originally employed on 23.01.1992 and is absent from 31.01.1999, then the check period will rollback to 23.01.1992 from the first day of the current absence.
    1. LH
    If the employee is employed originally on 23.01.1992, fired on 01.04.1993, and rehired on 28.09.1994 and is absent from 31.01.1999, then the check period will rollback to 28.09.1994 from the first day of the current absence.
    1. 01
    If the employee has an employee related date in date type "01" in infotype 0041 of 23.06.1992 and is absent from 31.01.1999, then the check period will rollback to 23.06.1992 from the day of the absence currently being processed.
    1. Calendar Anniversary Method
    The general principle of this rollback method is that the reference period is tied to a specific date in the year the current day of the absence being processed. This method allows any parameter as long as it is a date in the format DD.MM.
    1. Employee Anniversary Method
    The general principle of this rollback method is that the reference period is tied to an anniversary in the current year of an employee related date. The current year is found using the Absence Day Being Processed
    This method allows parameters which split into three types:
    1. EH
    Rollback from anniversary, in the year the absence started, of the employee's first start date.
    1. LH
    Rollback from anniversary, in the year the absence started, of the employee's last start date (before the absence).
    1. XX
    Rollback from anniversary, in the year the absence started, of the employee related date type XX from any of the twelve date fields (infotype 0041).
    Example
    1. EH
    If the employee is employed originally on 23.01.1992 and is absent from 31.01.1999, then the check period will always start to rollback from 23.01.1999.
    1. LH
    If the employee is employed originally on 23.01.1992, fired on 01.04.1993, and rehired on 28.09.1994 and is absent from 31.01.1999, then the check period will always start to rollback from 28.09.1999.
    1. 01
    If the employee has an employee related date in date type "01" in infotype 0041 of 23.06.1992 and is absent from 31.01.1999, then the check period will always start to rollback from 23.06.1999.

    Customer-Specific Rollback Methods

    There are two customer-specific methods for defining a point in time from which to rollback, Y and Z.

    The general principle of these rollback methods are that the SAP standard methods, though reasonably comprehensive, are very unlikely to satisfy all customers' absence evaluation rollback requirements. For this reason, two methods that can be customised have been included in the values allowed for the rollback methods, any 10-character parameter is allowed to compliment either method.

    The customer exit (EXIT_SAPLHRGPBS_OSP_OMP_MTD) is available to process any customer-specific method.
    [If a client has more than two methods, then a single method can be split into further methods by using the employee's master data and choosing which method to use (inside the customer exit) from the employee's master data (employee subgroup).]

    Extending the Rollback Point in Time Further Back in History

    It is possible that, for absence-related methods, the point in time could be moved back to the start date of an earlier related absence or linked absence. If the point in time occurs during a related absence or with the defined linking period to a related absence, then the point in time will be moved to the start date of the earliest linked absence.

    Waiting Days that Must Be Served

    The customer may require that the first few days of every absence do not qualify for payment, but do reduce the employee's entitlement. These are so called "waiting days". The valuation rule associated with each waiting day allows the days to be unpaid or paid at a reduced rate depending on the customising in T554C. These waiting days are to be served in every absence, but might have been served by an earlier related absence, if that earlier absence occurred within a specified number of days or within the linking period.

    Extending the Waiting Days Check Period Further Back in History

    It is possible that the absence period that is checked for waiting days could be extended back to include a previous absence. Then the start date of the earlier related absence or linked absence would be used as the new start date of the period that is checked for waiting days and the end date from the day of the absence currently being processed.

    The Linking field allows up to a 99-day link period to be specified.
    The Related field allows the "strictness" of the absence linking to be specified. The absences can be loosely related or strictly related.
    [The absence subtype type (T554S-ABSTY) is derived for each absence in history. A loose check just checks whether the first character is the same as the one being processed, the strict check checks both characters.]

    If you wish to include waiting days in your end rule, then the waiting day valuation rule must be customised first.

    SAP only provides six methods as standard:

    1. Rollback from the start date of the absence.
    2. Rollback from the day of the absence being processed.
    3. Rollback from the anniversary of the employee's first hire.
    4. Rollback from the anniversary of the employee's most recent hire.
    5. Rollforward from 1st Jan each year (Public Sector)
    6. Rollforward from a Go Live date of 01.01.1990.
    7. Rollforward from the employee's first hire.
    8. Rollforward from the employee's most recent hire.

    None of the above use linking or waiting days.

    The definition of any of the other types of method would preclude the assumption of a date of a date type in the infotype Date Specifications (0041) .






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