Introduction
In this article, we will try to show how to use a Participation and Rate Eligibility’ Formula in Oracle Fusion Applications. This formula would work both for a Cloud as well as On-Premise Environment.
But before we delve deep into the topic let us try to understand what is meant by a Fast Formula. In the simplest terms a Fast Formula is a Code Snippet which allows us to add conditional logics (IF-ELSE constructs) and provide a way to customize the seeded solution. They are used across various places in the application with some of the most commonly known ones being Absence Management, Payroll, HCM Extracts, Benefits...etc. Some sample Fast Formulas of different types along with real project use cases may be referred via below links:
Also you may feel free to refer An Overview of Fusion Absence Management which demonstrates how a Fast Formula is used effectively to meet several business requirements in Absence Management Module.
But let-us come back to the current topic of ‘Participation and Rate Eligibility’ Fast Formula. This type of Fast Formula is used to determine custom logic to determine the participation eligibility of a population in a specific Absence Plan, Benefits Plan, Goal, Performance Document….
Business Requirement
Customer has configured a ‘Marriage Leave’ Absence Plan and they want to ensure that married Individuals who belong to either Assignee, OTP, Resident as Employee Category (which is configured as a Descriptive Flex-field Attribute namely PER_ASG_ATTRIBUTE5) should not be able to view the Absence Type on the Absence Entry Screen. Since there would be in numerous conditions via which individuals would be qualified as eligible we would add explicit conditions to set them ineligible and all others would be eligible.
The above details when captured in a Fast Formula the fast formula would be as below:
Formula Content
/***************************************************************************
FORMULA NAME: XX_ANC_ELIG_ASGTYPE_MARSTATUS_Married_NOAssignee_OTP_Resident
FORMULA TYPE: Participation and Rate Eligibility Formula
DESCRIPTION: This formula returns a 'Y' if the employee is married and not a Assignee, OTP, Resident
Change History:
Name Date Comments
---------------------------------------------------------------------------------
Ashish Harbhajanka 8-May-2015 Initial Version
*******************************************************************************/
DEFAULT FOR PER_PER_MARITAL_STATUS_MEANING IS ' '
DEFAULT FOR PER_ASG_ATTRIBUTE5 IS ' '
ELIGIBLE = 'N'
IF ((PER_PER_MARITAL_STATUS_MEANING = 'Married') AND (PER_ASG_ATTRIBUTE5 = 'Assignee'))
THEN(ELIGIBLE = 'N')
ELSE IF ((PER_PER_MARITAL_STATUS_MEANING = 'Married') AND (PER_ASG_ATTRIBUTE5 = 'OTP'))
THEN(ELIGIBLE = 'N')
ELSE IF ((PER_PER_MARITAL_STATUS_MEANING = 'Married') AND (PER_ASG_ATTRIBUTE5 = 'Resident'))
THEN(ELIGIBLE = 'N')
ELSE IF ((PER_PER_MARITAL_STATUS_MEANING = 'Married') AND (PER_ASG_ATTRIBUTE5 = 'XX Assignee'))
THEN(ELIGIBLE = 'N')
ELSE IF ((PER_PER_MARITAL_STATUS_MEANING = 'Married') AND (PER_ASG_ATTRIBUTE5 = 'XX OTP'))
THEN(ELIGIBLE = 'N')
ELSE IF ((PER_PER_MARITAL_STATUS_MEANING = 'Married') AND (PER_ASG_ATTRIBUTE5 = 'XX Resident'))
THEN(ELIGIBLE = 'N')
ELSE IF ((PER_PER_MARITAL_STATUS_MEANING = 'Married') AND (PER_ASG_ATTRIBUTE5 = ' '))
THEN (ELIGIBLE = 'Y')
RETURN ELIGIBLE
Steps to Create Fast Formula within the Application
Yep… we need to login to the application first with a user who has an Application Administrator Role Assigned (we will use HCM_IMPL user for this example)
Once you click on login we would land up on the Homepage
Next we need to click on ‘Setup and Maintenance’ and this would bring us to the Functional Setup Manager page:
Next we need to search for ‘Manage Fast Formula’ Task
A click on the Add Icon and the below screen would appear:
We need to populate the below details:
The UI screen once populated would appear as below:
Once we click on continue we would see the following screen:
And now we need to add the Formula Content into the Formula Text Area
Once we click on ‘OK’ we could see that the compile status icon has changed from (X) to (
Next we should click on the ‘Done’ button on top right hand corner of the page and we would land up on the ‘Search Fast Formula’ Page as shown below:
In order to confirm that the fast formula is successfully created we should search for the same here and when we type the Fast Formula Name in the Formula Name field:
Yipeee!! We can find the Fast Formula and the compilation status is also set to compiled.
And with this we have reached the end of this article.
This is just a simple prototype showcasing the capabilities of Participation and Rate Eligibility Fast Formula and many more complex things can be achieved using the same. Do give a try and feel free to reach out to us in-case you need any specific inputs/ suggestions.
Thank You for your time and have a nice day!!