Use the Accrual Plans window to define an accrual plan and enter holiday accruals.

   To define a PTO accrual plan:

1. Enter the plan name, and select an accrual category for it.

   Suggestion: Suggestion: Coordinate the names of the accrual plan, the plan's absence type if any, and the element used to record absences taken under the plan. For example, for the Day Vacation PTO Plan for your daily workers, you could name the absence type and its element Day Vacation PTO Absence.

2. Optionally, select a start rule for the plan in the Accrual Start field. This rule determines the date on which newly hired employees begin to accrue PTO.

   Note: Some plans including the Main Holiday and RTT plans based on the predefined French PTO sample formulas do not use this value; it depends which Accrual formula you select.

3. Select Days in the Accrual Units field. The units selected here must be the same as the units for the input value you select in the Absence Information region.

4. You can enter a description, summarizing the purpose and rules of the plan.

5. Select the Accrual formula and Carry Over formula to associate with the plan.

   For a description of the seeded formulas, see Seeded Accrual Type Formulas.

   Note: Oracle HRMS has provided two sample French Accrual formulas (FR_PTO_SAMPLE_REFERENCE and FR_PTO_SAMPLE_REFERENCE_ACCRUAL) and one sample Carry Over formula along with the existing core samples. You must copy these formulas and create your own formulas from them. You can then adjust the formulas to calculate seniority days, or conventional days, for your plan. If you are creating an RTT plan, you must also copy the formulas and remove the references to young mothers, seniority and conventional days.

6. In the Name field of the Absence Information region, select the element associated with the plan's absence type. In the Units field, select the element's input value that holds the entries of days absent.

7. Enter Further Accrual Information.

   For Main Holiday plan type:

   • Enter the month when the reference period begins. This information is used for processing entitlements.

   • Enter the entitlement offset in months. This information indicates the start of the holiday period after the beginning of the holiday reference period.

   • Enter the entitlement duration. This information indicates the number of months available for you to spend the entitlement.

   • Enter the number of working days you can accrue.

   • Enter the number of protected days. This information indicates the maximum number of protected days, which are paid if a holiday is taken. These days are usually Saturdays, but may be any day as dictated by the work schedule.

   • Select the accounting method. This information is used for calculating the absence pay by indicating a factor to derive the average number of days in a month.

   Note: For RTT plan type, you only enter further information about accrual start month, entitlement offset month, entitlement duration and the number of working days.

   Note: For Additional Days plan type, you only enter further information about Accrual start month, number of working days, protected days, Main Accrual Plan and accounting method.

8. Save your work.