To select and apply entitlement values for setups A and B:How you use the Collective Agreement Results window depends on the settings of the profile options associated with collective agreements:
Setup A: If both HR: Auto Evaluate Entitlements and HR: Auto Apply Entitlements are set to No, then you use the Collective Agreement Results window to evaluate and manually select which of the generated values to apply to the employee.
Setup B: If HR: Auto Evaluate Entitlements is set to Yes, but HR: Auto Apply Entitlements is set to No, then the evaluation is done automatically once a collective agreement is selected for an employee. In this instance, you use the Collective Agreement Results window to manually select which of the generated values to apply to the employee.
If you set up your application like this you may experience a slight delay when saving an assignment record after selecting a collective agreement.
Setup C: If both profiles are set to Yes, then you use the Collective Agreement Results window to check that the application has applied the correct values, and also to manually select a value where the application cannot determine which is the most beneficial for the employee.
If you set up your application like this you may experience a delay when saving an assignment record after selecting a collective agreement.
Warning: Ensure that you have set up your collective agreement and associated information correctly before using this setup. Oracle recommends applying values generated by your collective agreements manually until you are sure that your setup works correctly.
The following procedures describe the behavior of the application following the selection of a collective agreement for the first time.
To select and apply entitlement values for setups A and B:If your setup corresponds to Setup A, then in the Collective Agreement Results window, choose the Refresh Entitlements button. The Collective Agreement Evaluation process is run and the results are displayed.
If your setup corresponds to Setup B, then this evaluation will have been done automatically once you saved the collective agreement against the employee.
Choose the View Log button to look at the log file and ensure that the evaluation process has run correctly.
Use the category field to limit the entitlement items displayed in the Name fields by category if required. The results for the selected item are shown in the Entitlement Results region.
Choose which value to apply to the employee for each item by checking the Chosen check box. You must still check the Chosen check box even if only one value is displayed.
Where no values are displayed for an item then the employee is not eligible for that item.
Where the application has been able to calculate which of the values for an item is most beneficial to the employee, the Suggested check box is checked to show this. You must still check the Chosen check box for these values in order for them to be applied to the employee.
Any values that are included because they are retained rights are shown by a check in the Retained check box.
Save your work once you have chosen the value you want to apply to the employee for a particular item.
Repeat steps 3 to 5 until you have chosen values for all the entitlement items for which the employee is eligible.
Choose the Apply button to apply the values to the employee's record.
Choose the View Log button to look at the log and ensure that the values have been applied successfully. Any errors or warnings are shown in the Apply Process Log section.
Note: Every time you run the Apply process, a new Apply Process Log section is added to the end of the log, so ensure you are looking at the correct section.
Close the Collective Agreement Results window and requery the assignment in the Assignment window. The values applied from the collective agreement are displayed.
To select and apply entitlement values for setup C:Choose the View Log button in the Collective Agreement Results window to look at the log file and ensure that the evaluation and apply processes have been run correctly.
Do one of the following to identify for which of the entitlement items the application has not been able to determine the most beneficial value for the employee:
Look through the log and check that the entry for each entitlement item that satisfies more than one eligibility profile contains the line Beneficial value is: You will have to choose a value manually for each of those that do not.
Navigate through the entitlement items in the Name fields. You will need to choose a value manually for each entitlement item that does not have the Suggested check box checked for one of its values.
Choose which value to apply to the employee for each item that has not been processed automatically by checking the Chosen check box. You must still check the Chosen check box even if only one value is displayed.
Note: If you want to override any of the values the application has applied, then you can still check the Chosen check box for items that have a suggested value.
Once you have chosen all the required values, then choose the Apply button to apply the values to the employee's record.
Choose the View Log button to look at the log and ensure that the values have been applied successfully. Any errors or warnings are shown in the Apply Process Log section.
Note: Every time you run the Apply process, a new Apply Process Log section is added to the end of the log, so ensure you are looking at the correct section.
Close the Collective Agreement Results window and requery the assignment in the Assignment window. The values applied from the collective agreement are displayed.
If you make any changes to a person's employment record that may impact their entitlements, or you make changes to a collective agreement that may impact the entitlements of the employees covered by its terms, you must do one of the following:
Use the Collective Agreement Entitlement Evaluation process to re-evaluate and reapply the required values to each affected employee:
See: Running the Collective Agreement Entitlement Evaluation Process
Use the Collective Agreements Results window to re-evaluate and reapply the required values for each employee effected. Choose the Refresh Entitlements button to re-evaluate the entitlements the employee should receive and proceed as described in the procedure for setups A and B above.