Accrual Pool

Employees can donate accruals for distribution to employees who are impacted by extraordinary circumstances such as family emergencies, natural disasters, crime. Employees can donate a portion of their accrued leave to this pool, and the pool administrator allocates time or money from this pool to employees who need the aid. An accrual pool accumulates the time (hours or days) and monetary value of the accruals.

Note: This business process is an extension model that is developed outside the normal release schedule to meet specific customer needs. To request one of these models, you must submit a Salesforce Service Request to UKG. After the model is delivered to your tenant, you can edit it to meet your needs.

This extension offers the following business processes:

  • Employee to Pool: Employees donate leave to the accrual pool. They select the type of accrual and enter the amount.
  • Pool to Employee: Managers distribute leave from accrual pools. They select the employee and accrual pool, and enter the amount.

User experience

Donate accruals to the accrual pool

Employees can donate accruals for distribution to employees who are impacted by extraordinary circumstances.

    1. Select the Accrual Pool Donation business process from any of the following:
      Note: For more information, see the Run a Business Process topic.
      • Business Process tile
      • GoTo control from your Timecard or schedule
      • Control Center notification: Click Tap My Actions . Select Business Processes > Accrual Pool Donation.
    2. In Accrual Pool Donation:
      1. In From Accrual, select the type of accruals to donate.
      2. Enter the Amount in hours ( h:mm format), days ( D.d format), or money.
      3. Click Tap Submit.
        Note: At the bottom, the slider shows the name of the pool administrator who receives and distributes the donated accruals.
  1. Allocate accruals from the accrual pool

    Managers who act as a pool administrator can allocate time or money from the accrual pool to employees who need the aid.

    1. Select an employee from any of the following:
      • Employee search
      • People Information
      • Timecard
      • Schedule Planner
      • A dataview
      • Attendance & Leave
    2. Click Tap GoTo and select Business Processes.
    3. Select Pool to Employee.
    4. In Accrual Pool Distribution:
      1. In From Accrual, select the type of accruals to distribute from the pool.
      2. In To Accrual, select the type of accruals to donate to the receiving employee.
      3. Enter the Amount in hours ( h:mm format), days ( D.d format), or money.
      4. Click Tap Submit.

Before you start

Configuration overview

Accrual pool codes

  • Configure a standard accrual code and accrual policy to capture the donated amounts for the accrual pool. Accrual codes for the accrual pools can be configured as hidden.
  • Configure an accrual policy to represent the accrual pool and add the policy to the Manager’s Accrual Profile.
  • Employees can donate for all accrual types as Hours, Days, or Money.
  • Each accrual type has an equivalent accrual code for the accrual pool. Examples: Accrual Pool Hours, Accrual Pool Days, and Accrual Pool Money.

Reviewers list

  • Configure reviewers lists to route the donations to the correct administrator for the accrual pool.
  • This administrator can be any of the following: Reports To Manager, Leave Administrator, Attendance Administrator, or a named user.
  • You can configure the reviewers list purpose in People Information to route donations differently for different groups of employees.
  • The symbolic reviewer by use of manager roles is not supported because a donation could be misdirected to multiple accrual pools.

Before you configure the Accrual Pool business processes, you must do the following:

  1. Configure the following:
    • Accrual codes—See the Accrual codes topic.

    • Accrual policies—See the Accrual policies topic.

    • Accrual profiles—See the Accrual profiles topic.

      Caution: Any Accrual Policy that is used by the Accrual Pool extension must be set as Visible in the Accrual Profile.
    • Symbolic purposes: create a symbolic purpose of the Reviewer Override type. People Information uses this purpose to link to the reviewers list.

      See the Symbolic Purposes topic.

    • Reviewer lists: Create a reviewer list. Select Leave Administrator, Attendance Administrator, Manager, or a named user to act as the administrator of the accrual pool.

      See the Reviewer Lists topic.

    • (Optional) Paycode: You can create 2 paycodes as a reminder in the Timecard of donations to and received from the accrual pool. Do not configure these paycodes as takings in the accrual policy; this ensures that these paycodes do not affect processing of accruals.

      See the Paycode definition topic.

      Examples:

      • Accrual Pool Donation: Type= Hours.
      • Accrual Pool Received: Type= Hours.
    • Comment: Configure a comment to add to identify the paycode edits in the Timecard. Select the paycodes category during configuration.

      See the Comments topic.

      Example: Adjusted by Workflow

    • Workflow notifications: Create generic workflow notifications that are sent to the manager and employee upon accrual donation or distribution.

      See the Configure Notifications for Business Processes topic.

      Examples:

      • Accrual Pool — Employee Notification Distribution
      • Accrual Pool — Manager Notification Distribution
      • Accrual Pool — Employee Notification Donation
      • Accrual Pool — Manager Notification Donation

      In Control Center Fields, enter the following variables as a placeholder:

      < EmpName>, < PoolAdminName>, < Amount>, < AccrualCodeName>, < AccrualPoolCodeName>, < Date>.

    • Process Profiles: Create or update process profiles that allow manager and employee access to the business process.

      See the Process Profiles setup page topic.

  2. Verify pool accruals: Verify the accrual codes, policies, and profiles as follows:
    1. To open the Timecard, click tap Home Time.
    2. Select the employee who is assigned the accrual profile.
    3. Select Accruals.
    4. Make sure that the accrual codes for the accrual pool are listed. If not, complete the steps for Accrual codes, Accrual policies, and Accrual profiles again.
  3. Assign the reviewer list to employees so that the accrual pool can identify the pool administrator:
    1. Click Tap Home > People Information > select an employee who can donate accruals to the accrual pool.
    2. Select Timekeeping > Approvals & Reviewers.
    3. In Purpose, select the accrual pool.
    4. In Reviewer List, select the reviewer list.
    5. Make sure that the accrual codes for the accrual pool are listed. If not, complete the steps for Accrual codes, Accrual policies, and Accrual profiles again.

Configure the Accrual Pool models

Note: The process for configuring and deploying this and other Business Process Extensions is the same as all Business Process models .
  1. Import the process templates Use Setup Data Manager (SDM) to import the SDM AccrualPool v1.6.zip file that includes the AccrualPool_EmployeeToPool_v1.6 and AccrualPool_PoolToEmployee_v1.6 process model templates. For details and instructions, see the Transfer a File to the Target Tenant topic.
    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.

  2. Configure the EmployeeToPool business process model The EmployeeToPool business process enables employees to donate a portion of their accruals to the accrual pool.
    1. From the Main Menu, go to Administration > Application Setup > Business Processes > Process Models.

    2. Select the AccrualPool_EmployeeToPool_v1.6 process 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.

  3. Edit the following decision tables:
    • AccrualPool_Variables_v1_6— Controls the Employee to Pool process.
      Caution: Unless otherwise noted, all parameter values are case-sensitive and must match the configuration exactly.

      Accrual Pool — Variables decision table structure

      Accrual Pool — Variables decision table structure

      dt_Parameter

      dt_ParameterValue

      enableDebugging

      false(default) = Use this setting for Production environments.

      true = The process does not show formatted error messages. Use this setting for UAT and Test environments.

      Note: This value is case-sensitive.

      isSelfDistributionAllowed

      false(default)

      true = The pool administrator is allowed to distribute value from accruals in the pool to one of their own accruals.

      ReviewerPurpose

      Name of the symbolic purpose of the reviewer.

      Default = Accrual Pool.

      AccrualPoolDaysAccrualCode

      The name of the accrual code of the day-type accrual pool, or NULL.

      The code stores the donated days.

      Default = Accrual Pool Days.

      Note: Assign the code to the distributing manager’s accrual profile.

      AccrualPoolHoursAccrualCode

      Name of the accrual code of the hours-type accrual pool, or NULL.

      The code stores the donated hours.

      Default = Accrual Pool Hours.

      Note: Assign the code to the distributing manager’s accrual profile.

      AccrualPoolMoneyAccrualCode

      Name of the accrual code of the money-type accrual pool, or NULL.

      The code stores the donated money.

      Default = Accrual Pool Money.

      Caution: The employees and managers must have the same currency profile. Example: If a manager's profile is set to dollars (USD), but the employee's profile is set to euros (EUR), the donations fail.
      Note: Assign the code to the distributing manager’s accrual profile.

      PaycodeNameDonation

      Name of the hours-based paycode that is shown in the employee's Timecard.

      The paycode is an indicator and carries no value so that it does not affect processing of accruals.

      Default = Accrual Pool Donation.

      Note: The PaycodeNameDonation parameter must be configured for organizations that use the Employee to Pool functionality.

      PaycodeNameDistribution

      Name of the hours-based paycode that is shown in the employee's Timecard.

      The paycode is an indicator and carries no value so that it does not affect processing of accruals.

      Default = Accrual Pool Received.

      PaycodeCommentDonation

      Name of the comment that is attached to the donation paycode in the employee's Timecard.

      Default = Adjusted by Workflow.

      Note: The PaycodeCommentDonation parameter must be configured for organizations that use the Employee to Pool functionality.

      PaycodeCommentDistribution

      Name of the comment that is attached to the distribution paycode in the employee's Timecard.

      Default = Adjusted by Workflow.

      PaycodeNoteDonation

      Free-text that is added to the comment by the workflow which contains the donated amount.

      Text exceeding 200 characters is truncated by the process.

      Use the following variables as placeholders that are automatically populated by the process: <AMOUNT>, <ACCRUAL>.

      Default = Donated <AMOUNT> from <ACCRUAL>.

      PaycodeNoteDistribution

      Free-text that is added to the comment by the workflow which contains the distribution amount.

      Text exceeding 200 characters is truncated by the process.

      Use the following variables as placeholders that are automatically populated by the process: <AMOUNT>, <ACCRUAL>.

      Default = Donated <AMOUNT> from <ACCRUAL>.

      EmployeeNotificationDonation

      Name of the workflow notification that goes to the employee after the accrual is donated, or NULL if notification is not required.

      Default = Accrual Pool — Employee Notification Donation.

      EmployeeNotificationDistribution

      • Name of the workflow notification that goes to the employee after the accrual is distributed, or NULL if notification is not required.

      • Default = Accrual Pool — Employee Notification Distribution.

      ManagerNotificationDonation

      Name of the workflow notification that goes to the pool administrator after the accrual is donated by the employee, or NULL if notification is not required.

      Default = Accrual Pool — Manager Notification Donation.

      ManagerNotificationDistribution

      Name of the workflow notification that goes to the pool administrator after the accrual is distributed to the employee, or NULL if notification is not required.

      Default = Accrual Pool — Manager Notification Distribution.

    • AccrualPool_Localization_v1_6— Allows customization of the text in the workflow form and notifications for different locales.

      Accrual Pool — Localization decision table structure

      Accrual Pool Localization decision table structure

      Variable name

      Variable type

      Description

      dtLocaleInputKey

      Text

      Internal field label; do not change.

      dtLocaleName

      Text

      Locale Policy.

      You can use an asterisk (*) as a wildcard, but put the less-restrictive locale policy names at the bottom of the table because the integration scans cross-reference tables from the top.

      dtOutputValues

      Text

      Text displayed in the workflow form or notification.

      dtOutputDesc

      Text

      (Optional) The description that is shown in Additional Details.

      If you are configuring localized messages and form labels, open the _Localization subprocess and modify the decision table as needed.

      Sample Accrual Pool Localization decision table content

      Sample Accrual Pool Localization decision table content

      Key

      Description

      NO_PURPOSE_FOUND

      Reviewer Purpose not found.

      INACTIVE_REVIEWER_LIST

      Inactive Reviewer List.

      REVIEWER_NOT_SUPPORTED

      Symbolic Reviewer not supported.

      REVIEWER_LIST_CONFIG_INVALID

      Invalid Reviewer List.

      ADMIN_NOT_FOUND_MANAGER

      Reports To not found.

      ADMIN_NOT_FOUND_LEAVE

      Leave Administrator not found.

      ADMIN_NOT_FOUND_ATTENDANCE

      Attendance Administrator not found.

      INITIATOR_ACCRUAL_NOT_FOUND

      Accrual not found.

      RECEIVER_ACCRUAL_NOT_FOUND

      Reviewer has no Accrual Pool.

      TO_FROM_ACCRUAL_TYPE_MISMATCH

      Inconsistent accrual type.

      INSUFFICIENT_BALANCE

      Insufficient balance.

      UI_AMOUNT_INCORRECT

      Incorrect amount format.

      UI_AMOUNT_ZERO_FOUND

      Amount must be greater than zero.

      UI_AMOUNT_TOO_LARGE_FOUND

      Amount is too high.

      UI_VALIDATION_ERROR_TITLE

      Validation error:

      DEFAULT_ERROR

      An unknown error occurred. Please contact your system administrator.

      DEFAULT_ERROR_TITLE

      Error while processing request:

      NO_EMPLOYEE_SELECTED

      No Employee selected. An employee can be selected from any of the following pages: Employee Search, People Information, Timecard, Schedule Planner, Dataview, Attendance & Leave.

      MULTIPLE_EMPLOYEE_FOUND

      Selecting multiple employees is not supported. Please select only one employee.

      SELF_DISTRIBUTION_NOT_ALLOWED

      Self-distribution is not allowed.

      UI_TO_FROM_TYPE_MISMATCH

      Inconsistent Accrual type.

      EmpToPoolHeader

      Accrual Pool Donation

      EmpToPoolAccrualDropdown

      From Accrual

      EmpToPoolAmountText

      Amount

      EmpToPoolAdministratorLabel

      Accrual Pool Administrator

      PoolToEmpHeader

      Accrual Pool Distribution

      PoolToEmpEmployeeLabel

      Selected Employee

      PoolToEmpFromAccrualDropDown

      From Accrual

      PoolToEmpToAccrualDropDown

      To Accrual

      PoolToEmpAmountText

      Amount

  4. Deploy the updated Accrual Pool — Employee to Pool business process model

    Process models must be redeployed every time changes are made to an existing model. Re-deployment is not required for decision table changes.

    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 AccrualPool_EmployeeToPool_v1.6 model.

    3. Click Tap Edit, and then configure the deployment dates, and required parameters, such as Hide from the Action List and GoTo List, and Show from Tile List.

      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. See the Process Profiles setup page topic.

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

  5. Configure the PoolToEmployee business process model

    The PoolToEmployee business process enables manager to distribute leave to employees accrual pools.

    1. From the Main Menu, go to Administration > Application Setup > Business Processes > Process Models.

    2. Select the AccrualPool_PoolToEmployee_v1.6 process 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.

  6. Edit the following decision tables:
    • AccrualPool_Variables_v1_6— Controls the Pool to Employee process.

      Accrual Pool — Variables decision table structure

      Accrual Pool — Variables decision table structure

      dt_Parameter

      dt_ParameterValue

      enableDebugging

      false(default) = Use this setting for Production environments.

      true = The process does not show formatted error messages. Use this setting for UAT and Test environments.

      Note: This value is case-sensitive.

      isSelfDistributionAllowed

      false(default)

      true = The pool administrator is allowed to distribute value from accruals in the pool to one of their own accruals.

      ReviewerPurpose

      Name of the symbolic purpose of the reviewer.

      Default = Accrual Pool.

      AccrualPoolDaysAccrualCode

      The name of the accrual code of the day-type accrual pool, or NULL.

      The code stores the donated days.

      Default = Accrual Pool Days.

      Note: Assign the code to the distributing manager’s accrual profile.

      AccrualPoolHoursAccrualCode

      Name of the accrual code of the hours-type accrual pool, or NULL.

      The code stores the donated hours.

      Default = Accrual Pool Hours.

      Note: Assign the code to the distributing manager’s accrual profile.

      AccrualPoolMoneyAccrualCode

      Name of the accrual code of the money-type accrual pool, or NULL.

      The code stores the donated money.

      Default = Accrual Pool Money.

      Caution: The employees and managers must have the same currency profile. Example: If a manager's profile is set to dollars (USD), but the employee's profile is set to euros (EUR), the donations fail.
      Note: Assign the code to the distributing manager’s accrual profile.

      PaycodeNameDonation

      Name of the hours-based paycode that is shown in the employee's Timecard.

      The paycode is an indicator and carries no value so that it does not affect processing of accruals.

      Default = Accrual Pool Donation.

      PaycodeNameDistribution

      Name of the hours-based paycode that is shown in the employee's Timecard.

      The paycode is an indicator and carries no value so that it does not affect processing of accruals.

      Default = Accrual Pool Received.

      Note: The PaycodeNameDistribution parameter must be configured for organizations that use the Pool to Employee functionality.

      PaycodeCommentDonation

      Name of the comment that is attached to the donation paycode in the employee's Timecard.

      Default = Adjusted by Workflow.

      PaycodeCommentDistribution

      Name of the comment that is attached to the distribution paycode in the employee's Timecard.

      Default = Adjusted by Workflow.

      Note: The PaycodeCommentDistribution parameter must be configured for organizations that use the Pool to Employee functionality.

      PaycodeNoteDonation

      Free-text that is added to the comment by the workflow which contains the donated amount.

      Text exceeding 200 characters is truncated by the process.

      Use the following variables as placeholders that are automatically populated by the process: <AMOUNT>, <ACCRUAL>.

      Default = Donated <AMOUNT> from <ACCRUAL>.

      PaycodeNoteDistribution

      Free-text that is added to the comment by the workflow which contains the distribution amount.

      Text exceeding 200 characters is truncated by the process.

      Use the following variables as placeholders that are automatically populated by the process: <AMOUNT>, <ACCRUAL>.

      Default = Donated <AMOUNT> from <ACCRUAL>.

      EmployeeNotificationDonation

      Name of the workflow notification that goes to the employee after the accrual is donated, or NULL if notification is not required.

      Default = Accrual Pool — Employee Notification Donation.

      EmployeeNotificationDistribution

      • Name of the workflow notification that goes to the employee after the accrual is distributed, or NULL if notification is not required.

      • Default = Accrual Pool — Employee Notification Distribution.

      ManagerNotificationDonation

      Name of the workflow notification that goes to the pool administrator after the accrual is donated by the employee, or NULL if notification is not required.

      Default = Accrual Pool — Manager Notification Donation.

      ManagerNotificationDistribution

      Name of the workflow notification that goes to the pool administrator after the accrual is distributed to the employee, or NULL if notification is not required.

      Default = Accrual Pool — Manager Notification Distribution.

  7. AccrualPool_Localization_v1_6— Allows customization of the text in the workflow form and notifications for different locales.

    Accrual Pool — Localization decision table structure

    Accrual Pool Localization decision table structure

    Variable name

    Variable type

    Description

    dtLocaleInputKey

    Text

    Internal field label; do not change.

    dtLocaleName

    Text

    Locale Policy.

    You can use an asterisk (*) as a wildcard, but put the less-restrictive locale policy names at the bottom of the table because the integration scans cross-reference tables from the top.

    dtOutputValues

    Text

    Text displayed in the workflow form or notification.

    dtOutputDesc

    Text

    (Optional) The description that is shown in Additional Details.

    If you are configuring localized messages and form labels, open the _Localization subprocess and modify the decision table as needed.

    Sample Accrual Pool Localization decision table content

    Sample Accrual Pool Localization decision table content

    Key

    Description

    NO_PURPOSE_FOUND

    Reviewer Purpose not found.

    INACTIVE_REVIEWER_LIST

    Inactive Reviewer List.

    REVIEWER_NOT_SUPPORTED

    Symbolic Reviewer not supported.

    REVIEWER_LIST_CONFIG_INVALID

    Invalid Reviewer List.

    ADMIN_NOT_FOUND_MANAGER

    Reports To not found.

    ADMIN_NOT_FOUND_LEAVE

    Leave Administrator not found.

    ADMIN_NOT_FOUND_ATTENDANCE

    Attendance Administrator not found.

    INITIATOR_ACCRUAL_NOT_FOUND

    Accrual not found.

    RECEIVER_ACCRUAL_NOT_FOUND

    Reviewer has no Accrual Pool.

    TO_FROM_ACCRUAL_TYPE_MISMATCH

    Inconsistent accrual type.

    INSUFFICIENT_BALANCE

    Insufficient balance.

    UI_AMOUNT_INCORRECT

    Incorrect amount format.

    UI_AMOUNT_ZERO_FOUND

    Amount must be greater than zero.

    UI_AMOUNT_TOO_LARGE_FOUND

    Amount is too high.

    UI_VALIDATION_ERROR_TITLE

    Validation error:

    DEFAULT_ERROR

    An unknown error occurred. Please contact your system administrator.

    DEFAULT_ERROR_TITLE

    Error while processing request:

    NO_EMPLOYEE_SELECTED

    No Employee selected. An employee can be selected from any of the following pages: Employee Search, People Information, Timecard, Schedule Planner, Dataview, Attendance & Leave.

    MULTIPLE_EMPLOYEE_FOUND

    Selecting multiple employees is not supported. Please select only one employee.

    SELF_DISTRIBUTION_NOT_ALLOWED

    Self-distribution is not allowed.

    UI_TO_FROM_TYPE_MISMATCH

    Inconsistent Accrual type.

    EmpToPoolHeader

    Accrual Pool Donation

    EmpToPoolAccrualDropdown

    From Accrual

    EmpToPoolAmountText

    Amount

    EmpToPoolAdministratorLabel

    Accrual Pool Administrator

    PoolToEmpHeader

    Accrual Pool Distribution

    PoolToEmpEmployeeLabel

    Selected Employee

    PoolToEmpFromAccrualDropDown

    From Accrual

    PoolToEmpToAccrualDropDown

    To Accrual

    PoolToEmpAmountText

    Amount

    Note:
    • Localization of business process workflows remains optional, but is supported.​
    • You can translate some or all messages by adding lines to the table in their preferred translation for specific locales. Decision tables are scanned from top to bottom; therefore, place messages for the most commonly used Locale Policy at the top of the decision table and less-restrictive locale policies at the bottom.
    • Text within tags ("<>") must not be changed.
    • The decision table holds all messages represented with standard English labels; these apply to all locales when the Locale Policy is set to !=empty.
    • Names of the parameters in the decision table column ​Parameter Name must be used as is. If any parameter value needs to be localized for a different Locale Policy, copy the ​Parameter Name​ with the !=empty ​Locale Policy, add a new row to the decision table with the appropriate Locale Policy, and then add the localized value in the Message column.​
    • Decision tables support operators like "Contains," "Starts with," "Ends with," and "Is Not Empty." You can achieve your preferred results by following these examples:
      • To match any non-empty or any string (like *), use the "Is Not Empty" operator.
      • To match a string starting with "ABC" (like "ABC*"), use the "Starts with" operator and set the value to "ABC".
      • To match a string containing "English" as substring, use the "Contains" operator with the value "English".
    • The last row in the decision table must remain empty ("!=empty".)
  8. Deploy the updated Accrual Pool — Pool to Employee business process model

    Process models must be redeployed every time changes are made to an existing model. Re-deployment is not required for decision table changes.

    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 AccrualPool_PoolToEmployee_v1.6 model.
    3. Click Tap Edit, and then configure the deployment dates, and required parameters, such as Hide from the Action List, Tile List, and GoTo List.
      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.

      See the Process Profiles setup page topic.

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

APIs

API details

API details

Name

Resource path

Type

Description

Retrieve User Preferences for Current User

/v1/commons/user_preferences/locale_policy

GET

Returns user preferences for the current user or tenant.

Retrieve Locale Policy

/v1/commons/locale_policies

GET

Returns a locale policy by name, display name, or sdmKey.

Retrieve Reviewer List by ID

/v1/commons/reviewer_lists/{id}

GET

Returns a reviewer list by ID.

Retrieve Attendance Admin by Person ID

/v1/commons/persons/attendance_admin/{personId}

GET

Returns the administrator assigned to an Attendance employee by person ID.

Retrieve Leave Admin by Person ID

/v1/commons/persons/leave_admin/{personId}

GET

Returns the administrator assigned to a Leave employee by person ID.

Retrieve Persons

/v1/commons/persons/extensions/multi_read

POST

Returns multiple person records based on search criteria.

Retrieve Timecard Data for Multiple Employees

/v1/timekeeping/timecard_metrics/multi_read

POST

Returns timecard data for a set of employees or locations.

Apply Updates to Accrual Balances for Multiple Employees

/v1/timekeeping/accruals/updates

POST

Updates accrual balances in bulk.

Retrieve Display Profile by ID

v1/commons/display_profiles/{id}

GET

Returns a display profile by ID.

Update Timecard as Manager

/v1/timekeeping/timecard

POST

Updates a timecard for an employee as a manager.

Version history

Version history

Version

Description

1

Initial release.

1.1

Task notification were generated in the Control Center when the business process domain was configured in Control Center Notification Mapping.

1.2

Special character dependencies of dropdown options caused issues with UKG Pro Workforce Management.

1.3

Introduced localization to support multilingual error messages and form labels.

1.4

Illegal characters in GET API calls caused issues in each of the Accrual Pool workflows.

1.5

Exclusive and parallel gateway issues impacted each of the Accrual Pool workflows.

1.6

When running the Accrual Pool business process, a runtime error generated when variable values provided to the REST connector differed from expected values.