The 5 New Absence Management Forecasting Enhancements That You Should Be Taking Advantage Of

Absence Management Forecasting has been around for many years and is used by Employees, Managers, and Administrators to determine if an Absence Request will be eligible or not.  In Image 43, we delivered 5 new enhancements, including customer-suggested enhancements.

The 1st enhancement that we delivered is the option to retrieve absence balances as of the Last Processed Period, rather than as of the Last Finalized Period.  You would use this option if you are processing absences iteratively, and not just finalizing them once a period.  This up-to-date balance can be displayed during an Absence Request, giving the employee the most current information available.  The configuration is on the Country Setup for Absence Take > Balances page.

The 2^nd enhancement that we delivered was an enhanced balance page that gives the employee more information about how their absence balance was calculated.  The new page will show 12 periods of balances with details such as the amount earned and taken and any adjustments that were made in the period.  This is an example of what it could look like:

This new balance page can be viewed from either the Request Absence page or the Absence Balance page.

The 3rd enhancement had been a popular customer request on the Ideas Lab – and it is to notify the employee if a future absence request will become ineligible.    For example, it is August and you previously submitted an absence request for December which was eligible (meaning you had enough balance to cover it), and now you are submitting an absence for November, which, if taken, would mean that you won’t have enough balance to cover your December absence.  PeopleSoft can now issue a warning message notifying you that your December absence would now be ineligible. 

The 4th enhancement we delivered is the ability to run the Balance Forecasting process on the Request Absence page as of the current date.  This is enabled in the Country Setup for Absence Take, Event Entry page.

With the Real Time Forecasting turned on employees will see a new section on the Request Absence page that show what their current balance is.

The last enhancement is the ability to trace absence forecasting elements.  Administrators and developers will be able to turn on the trace via a checkbox on the Forecast Balance page in the Review Absence Balances component[TB2]  and use it to view how the system arrived at the result.

All of these will make the Absence Forecasting experience easier to troubleshoot and easier to understand the results.