Count Absences and Generate Actions — Exercises

Main Exercise

Purpose: The purpose of this lesson is to understand how actions are generated for employee absences.

Windows:
Absence Actions
Absence Configuration
 Absence

Define Actions for Employee Absences

  1. Open the Absence Actions window.
  2. Create new records and define the absence actions detailed below.
    Action ID Action Description
    DOC Submit medical report.
    INS Inform insurance provider.
    ACC Require Accident Report
  3. Save the information.

Configure Absence Types to Generate Actions

Purpose: The purpose of this exercise is to show you the required data that is used in the exercises below.

  1. Open the Absence Configuration window.
  2. Ensure that the absence group SICK is connected to function RYEAR with the following parameter setting.:
    Seq Action Description
    01 Absence occurrences should be calculated for last 2 weeks.
    One occurrence of absence required in order to generate action.
    The following action should be generated: DOC (Submit Medical Report).
    02 Absence occurrences should be calculated for last 1 month.
    3 occurrences of absence required in order to generate action.
    The following action should be generated: INS (Inform Insurance Provider).
  3. Ensure that an absence type (e.g. 1025) is created for this absence group.
     
  4. Now, select another absence type and connected it to function T-ACTION.
  5. Give the required values for each parameter in the function.
  6. Save the information.

Generate Actions for Employee Absences

  1. Open the Absence window and select your employee.
  2. Go to the Absence Registration tab and create a new record. Note that a unique ID is automatically generated for the record in the Absence ID field.
  3. Enter 1025 in the Absence Type field.
  4. Register absence for a period of 5 days using the Absence Date From and Absence Date To fields.
  5. Save the record.
  6. Go to the Absence Action tab. See that the action 'Doc - Submit Medical Report' has been generated.
  7. Now, go back to the Absence Registration tab and create new absence records using the same absence type as detailed in the table below. Go to the Absence Action tab after each registration and see how actions are generated as given in the table.
    Note: The absences detailed below should be registered within 2 consecutive months.
    Absence ID Absence Duration Generated Action (s)
    01 5 days Doc - Submit Medical Report.
    02 3 days Doc - Submit Medical Report.
    03 2 days Doc - Submit Medical Report.
    INS - Inform Insurance Provider
  8. Now, go to the Absence Registration tab again and create a new absence record using the absence type which you connected to the T-ACTION function.
  9. In the Absence Action tab, see how the actions are generated according to the parameters you configured for the absence type.

Manually Register Actions for Employee Absences

  1. Open the Absence window and select your employee.
  2. Go to the Absence Action tab and create a new record.
  3. Enter an action ID using the list of values.
  4. Enter the generation date and due date in the relevant fields.
  5. Save the information.