Accrual Payout Request

1. Log in to the appropriate tenant.

2. Go to Main Menu > Administration > Setup Data Manager.

3. Select the Source tenant where the Process Model resides, and select the template to copy. It is a .zip file. A message appears in the Source column: Source: Import from <filename>.zip.

4. Click Tap Review and Publish. The Publish Summary panel appears.

5. Review the Publish Summary panel. It lists the items that were extracted from the migration file. If you approve, click tap Publish with Comment or just Publish.

6. Click Tap Go to Publish History at the bottom of the panel to view the status of the data transfer. The Publish History page contains a table that lists the items you have published. If there were errors during the transfer, the button under the Errors column for that row is black.

7. To view details, click tap the appropriate row and click tap View Selected.

8. On the History for publish run page, click tap Show all to view the setup data that you published, and the errors that occurred, if any, listed by item type and name.

1. Go to Main Menu > Administration > Application Setup > Business Process setup > Process Models.

2. Select the AccrualPayoutRequest_v5.2 process model and click tap Edit. The process model enters edit mode.

3. Select the Decision Tables tab.

4. Click Tap Everyone's, and then select the decision table to edit.

5. Click Tap Decision Table Editor to add or update the rows in the table.

6. Click Tap Save and close.

• AccrualPayoutRequest_v5_2_Parameters — controls process parameters.

  Accrual Payout Request Parameters decision table structure

  Accrual Payout Request Parameters decision table structure

  Variable name	Description	Default value
  enableDebugging	true— Error messages display without formatting. Useful for UAT and Test environments. false— Error messages display with formatting. Should be used in the production environment. The value is case-insensitive.	false
  SymbolicPurpose	Associates the payout business process with a reviewers list.	Accrual Payout Request
  EmployeeNotification	The name of the workflow notification that goes to the employee at the end of the request process. Provide NULL if notification is not required.	Accrual Payout Request — Employee Notification
  ReviewerNotification	The name of the workflow notification that goes to the reviewer at the end of the request process. Provide NULL if notification is not required.	Accrual Payout Request — Reviewer Notification
  PaycodeComment	The name of the comment to attach to the paycode. Provide NULL if the comment is not required.	Adjusted by Workflow
  TotalizationWaitTime	Specifies the amount of time, in seconds, that is allowed for the callable totalizer to complete totalization.	5
  ShowEligibleAccrualCodeOnly	true— Only eligible accrual codes are displayed in the drop down. false— All accrual codes are displayed in the drop down.	true
  SilentApprovalDuration	(Optional) Duration of time that must elapse in order for the accrual payout request to be auto-approved. Format: HH:mm. When a value is not provided, auto-approval is notenabled.	48:00
  ApprovalPendingPaycode	(Optional) The paycode applied to the employee timecard that tracks accrual payout requests. When a value is not provided, a paycode is notapplied to the employee timecard.	Payout Approval Pending
  ApprovalPendingComment	The comment attached to the ApprovalPendingPaycode.	Accrual Payout Status

• AccrualPayoutRequest_v5_2_AccrualPolicy — controls which accruals can be paid out.

  Accrual Payout Request Accrual Policy decision table structure

  Accrual Payout Request Accrual Policy decision table structure

  Variable name	Description
  Accrual Profile	The name of the accrual profile used to associate the business process with a reviewers list.
  Accrual Code	The name of the accrual code used by the process.
  Paycode	The name of taking paycode from the accrual policy. Provide only one paycode from the taking section list.
  Disallowed Overdraft	The overdraft limit if it is configured in the accrual policy. Caution: When the Accrual Code column contains: • An hours-based code, enter the value using format HH:mm • A day-based or money-based code, enter the value using format D.d.
  Mandatory Remaining Balance	The minimum balance that is required after the requested deduction is paid out. Caution: When the Accrual Code column contains: An hours-based code and the Threshold Type= Fixed, enter the value using format HH:mm An hours-based code and the Threshold Type= Percentage, enter the value using format D.d A day-based or money-based code, enter the value using format D.d.
  Threshold Type	Enter one of the following as the type of mandatory remaining balance: Fixed = A fixed, unchanging value. Percentage = A calculated percentage.
  (Optional) Allocated Paycode - Money Payout	The name of the hour, or money paycode corresponding to the Paycode column content. Caution: When the Accrual Code column contains: An hours-based code or money-based accrual code, this column must contain a value, or NULL. A day-based code, this column must be blank.
  Eligibility Threshold Amount	The minimum balance required before the requested deduction is paid out.
  Minimum Payout Amount	The minimum accrual payout amount that an employee can request.
  Maximum Payout Amount	The maximum accrual payout amount that an employee can request.

  Note:

  Maintaining separate rows in the AccrualPayoutRequest_v5_2_AccrualPolicy decision table for Accrual Codes and Paycodes using various locales is NOT required.

• AccrualPayoutRequest_v5_2_Locale — allows customization of text in the Workflow form, and error messages for different locales.

  Accrual Payout Request Locale decision table structure

  Accrual Payout Request Locale decision table structure

  Variable name	Variable type	Description
  Key	String	Internal field label; do not change.
  Locale Policy	String	Name of the locale policy for which the label applies. When the label applies to all locales, retain the empty value.
  Message	String	Label displayed in the Workflow form, or error message.
  Description	String	(Optional) Additional information.

  Note:

  • Values entered in the Locale decision table are case-sensitive.

  • Do not use special characters in the table.

  • The Message value must be consistent with the Locale specified in the same row.

  • Because Activiti scans decision tables from top to bottom and stops when it finds a match, define rows containing the most-used conditions at the top of the table, and rows containing wildcard conditions at the bottom of the table.

  • The !="empty" rows must always be the last rows in the Locale decision table; do not edit or remove these rows. These are the default messages and labels.

  • Names of the parameters in the "Key" column of the Locale decision table must be used as is. If any parameter value needs to be localized for a different Locale Policy, copy the "Key" with the “not empty” Locale Policy, add a new row to the table with the appropriate Locale Policy, and then add the localized values in the Value decision table column.

Follow these steps to deploy the process model. For detailed information, see the online help topic Deploy Business Process Models .

1. Go to Main Menu > Administration > Application Setup > Business Process Setup > Process Models.

2. Select the AccrualPayoutRequest_v5.2 model.

3. Click Tap Edit, and then configure the required parameters and deployment dates.

   • (Optional) In Description, enter Accrual Payout Request.
   • In Display Name, enter AccrualPayoutRequest_v5.2.
   • In Start Effective, select the effective start date.
   • In End Effective, select Forever to make the Business Process available indefinitely.
   • In Status, select Active.
   • In Action List, select Hide.
   • In Tile List, select Show.
   • In GoTo List, select Hide.
     Caution: Do not make a selection from the Template Categories list.

4. Click Tap Save, and then select Return to deploy.

5. Add the process model to the required process profile.

6. Assign the process profile to employees by way of People Information.

Log in to the appropriate tenant.

Go to Main Menu > Administration > Setup Data Manager.

Select the Source file, SDM_Dataview_AccrualPayoutRequest.

Click Tap Review and Publish. The Publish Summary panel appears.

Review the Publish Summary panel. It lists the items that were extracted from the migration file. If you approve, click tap Publish with Comment or just Publish.

Click Tap Go to Publish History at the bottom of the panel to view the status of the data transfer. The Publish History page contains a table that lists the items you have published. If there were errors during the transfer, the button under the Errors column for that row is black.

To view details, click tap the appropriate row and click tap View Selected.

On the History for publish run page, click tap Show all to view the setup data that you published, and the errors that occurred, if any, listed by item type and name.

Add the dataview to the required dataview profile.

After the dataview is published, go to Main Menu > Dataviews & Reports > Dataview Library > Accrual Payout Request.

See the Edit a Dataview topic.

1. Go to Home > Application Setup > Display Preferences > Information Access > Dataview Management, and then select Accrual Payout Request.

2. Select the column that you want to modify, click tap Edit, and then select the appropriate value.

   • Hyperfind: Default = All Home

   • Paycode Name: Default = Payout Approval Pending

   • Notes: Default = Assigned To