Oracle HRMS Fast Formula - Tutorial

Oracle FastFormula is a simple way to write formulas using English words & basic mathematical functions. You can use information from your database in formulas without learning the database structure or a programming language. Common tables SELECT * FROM all_objects WHERE object_type = 'TABLE' AND object_name LIKE 'FF%' FF_FUNCTIONS FF_FUNCTION_PARAMETERS FF_FORMULAS_F FF_FORMULA_TYPES FF_DATABASE_ITEMS FF_GLOBALS_F Uses of Oracle FastFormula In HRMS, Oracle FastFormula is used for validation, to perform calculations, and to specify rules. Here are some examples. In Payroll, you use formulas to: Validate element inputs Calculate element pay values and run results during payroll processing Specify the rules for skipping an element during payroll processing Perform legislative checks during a payroll run In Compensation and Benefits Management, you use formulas to: Specify the rules for Paid Time Off accrual plans, such as how much time is accrued and over what period, when new starters are eligible to begin accruing time, and how much time can be carried over to the next accrual term. Define custom calculations for benefits administration. Calculate the duration of an absence given the start and end dates and times. Create rules for benefits administration such as eligibility determination.

In People Management, fast formulas are used to: Check that element entry values are valid for an assignment Specify the criteria for including an assignment in an assignment set and to edit assignment sets Configure the people management templates in a number of ways such as supplying additional information to be available from fields on the template and validating field entries. Define collective agreements Generate custom global person number sequences for employees, applicants, and contingent workers. Components of Formulas Formulas are made up of a number of different components. These can include assignment statements, different types of input including database items, functions, nested expressions, and conditions. 1) Assignment and Return Statements. To start with a simple example, suppose you wanted to calculate the pay value for the element Wage by multiplying the number of hours an employee works each week by hourly rate. You could write this formula: wage = hours_worked * hourly_rate RETURN wage The first line is an Assignment statement that simply assigns a value to the element Wage. The second line is a Return statement that passes back the Wage value to the payroll run. 2) Constants and Variables. In this example, the Wage value is calculated, but it could be a constant value, such as: wage = 200. To calculate the Wage value, Oracle FastFormula needs to get values for the variables hours_worked and hourly_rate. 3) Data Types. Both variables and constants can be one of three data types: Numeric Text Date 4) Types of Input. Values for the variables hours_worked and hourly_rate can be populated using three ways:

 Receiving them as input when the formula is called. Finding the values in the database from database items. Using global values, which you enter in the Globals window. To use a database item or global value in your formula, you simply refer to it by name. You can browse through lists of database items in the Formulas window. To use a value passed to the formula at run time, you must write an Inputs statement. Input Statements In our Wage example, suppose that hours_worked is an input value to the element Wage. To pass the element input values to the formula during a payroll run, you define an Inputs statement, as follows: INPUTS ARE hours_worked wage = hours_worked * hourly_rate RETURN wage The name you use in the Inputs statement must be the same as the name of the element input value, and multiple words must be joined by underscores. In this example, the input value hours_worked is numeric. If the input value is not numeric, you must tell Oracle FastFormula whether it is text or date. For example: INPUTS ARE start_date (date) Database Items Suppose that hourly_rate is a standard rate taken from the Grade Rates table. This is an example of a database item. A database item has a label, or special piece of code, telling Oracle FastFormula the path to take to access the data. These items include both information unique to your enterprise, which you hold in flexfield segments & standard information such as assignment numbers and grades etc. In the Formulas window, you pick database items from a list. There are two types of DB Items: Static and Dynamic.

Static database items are shipped with the system and you cannot modify them. Dynamic database items are created by Oracle HRMS processes whenever you define new elements or other related entities. Element Database Items:

When you define a new element, Oracle HRMS runs a process to create a number of related database items for it. To ensure easy recognition of these items, the process adds the element name to each one. It also creates further database items for each pay and input value you use . Global Variables Use global values to store information that does not change often, but you refer to frequently, such as Company Name, or company-wide percentages used to calculate certain types of bonus. You define the global value and change its value using the Globals window. Local Variables Local variables exist in one formula only. You can change the value of a local variable by assigning it a value in an Assignment statement. In the Wage example, the variable wage itself is a local variable. It receives a value within the formula by the Assignment statement: wage = hours_worked * hourly_rate Functions Oracle FastFormula provides functions that manipulate data in different ways. GREATEST,INITCAP,LEAST LENTH,INSTR,LOWER,RTRIM,LTRIM,ABS,REPLACE SUBSTRING,TRANSLATE, CALCULATE_HOURS_WORKED,FLOOR,ROUND,TRUNC, ETC( For full list refer the Fast Formula Guide). There are special functions that convert variables from: numbers to text (TO_TEXT) dates to text (TO_TEXT) text to date (TO_DATE) text to number (TO_NUM) Nested Expressions Each function or calculation is one expression, and you can nest expressions to create more complex calculations. You must use brackets to make clear to Oracle FastFormula the order in which the calculations are performed. For example: ANNUAL_BONUS = trunc(((((salary_amount/100)* bonus_percentage)/183)*(days_between(end_period_date, start_date) + 1)), 2) Oracle FastFormula begins calculating inside the brackets and from left to right, in the following steps:

1. salary_amount/100 2. 1. * bonus_percentage 3. 2. / 183 4. days_between (end_period_date, start_date) 5. 4. + 1 6. 3. * 5. 7. TRUNC(6.,2) Incorporating Conditions In Wage element example, only one value is returned, and it is calculated in the same way for every assignment. However you may need to perform different calculations depending on the particular group of employee assignments, or the time of the year, or some other factors. You can do this by incorporating conditions in your formula. Simple Conditions For example: IF age < training_allowance =" 30" training_allowance =" 0"> IF (DAYS_BETWEEN(end_period_date, start_date)+1) >= threshold_value WAS DEFAULTED There is a special type of condition called WAS DEFAULTED. Use this to test whether a default value has been placed in an input value or database item. Default values are placed using the Default statement. For example: DEFAULT FOR hourly_rate IS 3.00 X = hours_worked * hourly_rate IF hourly_rate WAS DEFAULTED THEN MESG = Warning: hourly rate defaulted In this example, if the database item hourly_rate is empty (NULL), the formula uses the default value of 3.00 and issues a warning message. Combined Conditions You can combine conditions using the logical operators AND, OR, NOT. Commenting Formula

You must include comments in your formulas to make them easier to read and understand what the formula does. For example, you can name the formula as: /* Formula: Calculates Duration of Absence */ Caution: Do not put a comment within a comment. This causes Oracle FastFormula to return a syntax error. Alias Statements Sometimes DB Item names are too long to conveniently use in a formula. Set up an alternative shorter name to use within the formula. For example: ALIAS as_qualifying_length_of_service AS as_los In the rest of the formula, you can use the alias (in this example, as_los) as if it were the actual variable (as_qualifying_length_of_service). Default Statements It is used to set a default value for an input value or a database item. The formula uses the default value if the database item is empty or no input value is provided when you run the formula. For example: DEFAULT FOR hourly_rate IS 3.00 X = hours_worked * hourly_rate IF hourly_rate WAS DEFAULTED THEN MESG = Warning: hourly rate defaulted This example sets a default of 3.00 for the database item hourly_rate. If hourly_rate is empty (NULL) in the database, the formula uses the default value of 3.00. The formula uses the WAS DEFAULTED test to detect when a default value is used, in which case it issues a warning message. Important: You must use the Default statement for database items that can be empty. The Database Items window includes a check box labeled Default Required. This check box is checked for database items that can be empty. The Database Items window appears when you choose the Show Items button on the Formulas window.

How to Compile FastFormula? After creating or editing a formula in the Formula window, choose the Verify button to compile it. If you need to compile many formulas at the same time, you can run the concurrent program Bulk Compile Formulas process in the Submit Requests window. Formula Errors There are two types of error that can occur when using Oracle FastFormula: Verify-time errors occur in the Formulas window when you run the formula verification. An error message explains the nature of the error. Common verify-time errors are syntax errors resulting from typing mistakes. Run-time errors occur when a problem arises while a formula is running. The usual cause is a data problem, either in the formula or in the application database. The basic Oracle FastFormula errors that can occur at run-time are: Uninitialized Variables: An uninitialized local variable is one that has no value when the formula runs. The term

uninitialized means you have not assigned any value to the variable before you try to use it. This causes an error in all statements except the Return statement. For example: IF (tax_band < tax =" salary"> 2000) THEN tax = salary / 10 IF tax > 1000 THEN... This formula fails with an Uninitialized variable message (for the variable tax) if the tax band is set to 2000. Divide by Zero: Dividing a number by zero is an operation that provides no logical result. If this situation ever arises, Oracle FastFormula passes a code back to the application indicating an error (the application then takes the appropriate action).Always check for the possibility of a divide by zero error if there is any chance it could occur. For example, the formula: x = salary/contribution_proportion produces an error if the contribution proportion is set to zero. In this formula, check for the divide by zero condition as follows: IF contribution_proportion = 0 THEN ( message = 'The contribution proportion is not valid.' RETURN message ) ELSE x = salary/contribution_proportion No Data Found: A database item supposed to be in the database was not found. This represents an error in the application data. Too Many Rows: The database item definition within the application caused more than one value to be fetched from the database.

 Value Exceeded Allowable Range: This can occur for a variety of reasons such as: exceeding the maximum allowable length of a string (which is 240 characters) rounding up a number to an excessive number of places, for example, round (1,100) using an invalid date, for example, 39-DEC-1990. Invalid Number: This occurs only when a database item contains an item that does not make sense as a number. Null Data Found: A database item was found to have a null value when it should have had a non -null value. Use the Default statement for database items marked as Default Required in the Database Items window.

How to write simple Fast Formulas in Oracle HRMS

Assignment Write a formula to calculate the travel payment Pay Value by multiplying Distance by the company travel rate, which is stored as a global value. How to define Global value has been already covered before. Writing Simple Formulas Assume that a company has defined an element called Travel Payment with an input value called Distance. Write a formula t o calculate the travel payment Pay Value by multiplying Distance by the company travel rate, which is stored as a global value. Name the formula XX_TRAVEL_PAYMENT, where xx is your group identifier. Steps to write a Simple Formulas 1. Navigate to the Formula window using your local Super HRMS Manager responsibility. Total Compensation > Basic > Write Formulas

2. Set your effective date to 1 January 2000. 3. Enter the name XX_TRAVEL_PAYMENT, where xx is your group identifier.

4. Select Oracle Payroll in the Type field. 5. Select the Edit button.

6. Write your formula in the Edit Formula window, then select the Verify button. 7. When the formula verifies successfully, close the Edit Formula window. 8. Save your work. Your formula should be similar to the followingDEFAULT FOR distance IS 0 INPUTS ARE distance travel_payment = distance * XX _TRAVEL_RATE RETURN travel_payment Note: To complete the setup for the travel payment, you would:

 Define a formula processing rule to associate the formula with the Travel Payment element. Define a formula result rule to return the travel_payment formula result to the elements Pay Value.

Writing Conditional Logic in Fast Formulas

Writing Conditional Logic Let us assume that the company has updated the Travel Payment element so that it now has a Pay Value and two input values: distance and override travel rate. Most employees receive the travel rate stored in the global value, but there is the discretion to override it with a special rate using the override travel rate input value. 1. Update your Travel Payment formula to use the override travel rate, if it has been entered, and otherwise to use the global value. Hint: Use the WAS DEFAULTED condition. Writing Conditional Logic 1. Navigate to the Formula window using your local Super HRMS Manager responsibility. Total Compensation > Basic > Write Formulas 2. Set your effective date to 1 January 2000. 3. Query: XX_TRAVEL_PAYMENT, where xx is your group identifier. 4. Select the Edit button. 5. Add the conditional logic to your formula, and verify it. 6. When the formula verifies successfully, close the Edit Formula window. 7. Save your work. 8. Select Correction. Your fast formula should be similar to the following: DEFAULT FOR distance IS 0 DEFAULT FOR override_travel_rate IS 0 INPUTS ARE distance, override_travel_rate IF override_travel_rate WAS DEFAULTED THEN travel_payment = distance * XX_COMPANY_TRAVEL_RATE ELSE

travel_payment = distance * override_travel_rate RETURN travel_payment

How to add Functions to Fast Formulas

Assignment Edit your Travel Payment formula to ensure that the result is always rounded to two decimal places. Using the Round Function Edit your Travel Payment formula to ensure that the result is always rounded to two decimal places. It can be done by using functions in Fast Formulas. Using the Round Function 1. Navigate to the Formula window using your local Super HRMS Manager responsibility. Total Compensation > Basic > Write Formulas 2. Set your effective date to 1 January 2000. 3. Query XX_TRAVEL_PAYMENT, where xx is your group identifier. 4. Select the Edit button. 5. Add the Round function to your formula, and verify it. 6. When the formula verifies successfully, close the Edit Formula window. 7. Save your work. 8. Select Correction. Your formula should be similar to the following: DEFAULT FOR distance IS 0 DEFAULT FOR override_travel_rate IS 0 INPUTS ARE distance, override_travel_rate IF override_travel_rate WAS DEFAULTED THEN travel_payment = ROUND((distance * XX_COMPANY_TRAVEL_RATE),2) ELSE travel_payment = ROUND((distance * override_travel_rate),2) RETURN travel_payment

Fast Formula to Validate User Tables in Oracle HRMS

In this practice you will learn how to write a fast formula that validates the user table. For this you need to first write a validation formula and then select the formula in the Columns window and test it by entering values outside the valid range in the Table Values window. Writing Formulas to Validate User Tables Write a validation formula that returns an error and a message if a user enters a value less than 10 or greater than 50 in the Dues column of your Union Dues user table. Name the formula XX_CHECK_UNION_DUES, where XX is your group identifier. Select the formula in the Columns window, and test it by entering values outside the valid range in the Table Values window. Writing Formulas to Validate User Tables 1. Navigate to the Formula window using your local Super HRMS Manager responsibility. (N) Total Compensation > Basic > Write Formulas 2. Set your effective date to 1 January 2000. 3. Enter XX_CHECK_UNION_DUES in the Name field. 4. Select User Table Validation in the Type field. 5. Select the Edit button. 6. Write your formula, and verify it. 7. When the formula verifies successfully, close the Edit Formula window. 8. Save your work. Formula Your formula should be similar to the following: INPUTS ARE entry_value(text) IF TO_NUM(entry_value) <> 50 THEN (formula_status = 'e'

formula_message = 'Union Dues must be between 10 and 50. Please re-enter.') ELSE formula_status = 's' RETURN formula_status, formula_message Selecting the Validation Formula in the Columns Window 9. Navigate to the Table Structure window using your local Super HRMS Manager responsibility. (N) Other Definitions > Table Structure 10. Set your effective date to 1 January 2000. 11. Query: xx Union Dues in the Name field, where xx is your group identifier. 12. Select the Columns button. 13. Select your validation formula in the Formula field. 14. Save your work. Testing Your Validation Formula 15. Navigate to the Table Values window using your local Super HRMS Manager responsibility. (N) Other Definitions > Table Values 16. Set your effective date to 1 January 2000. 17. Query: xx Union Dues, where xx is your group identifier. 18. Select Query By Example - Run from the View menu. 19. In the Union A row of the Values region, enter 5 in the Value field. Tab to the next field. Your error message should be displayed. 20. Re-enter 30 and tab to the next row. 21. Select Correction. 22. Enter 60 in the Value field and tab to the next field. Again, your error message should be displayed. 23. Re-enter 32. 24. Select Correction. 25. Save your work.

Oracle Fast Formula Tutorial-Defining User Tables and Accessing Table Values
You should now be familiar with Oracle Fast Formulas. In the following tutorial you will learn how to define user tables and access table values in Fast Formulas. Assignment

Create a user table called xx Union Dues (where xx is your group identifier), using the following information.Enter 30 and 32 as Value against column dues. Row1-Union A 30 Row2-Union B 32 Then write a formula called XX_UNION_DUES to get the appropriate deduction from the table, using the input Union. Tasks to be carried out Defining User Tables and Accessing Table Values Imagine a company has defined a deduction for union dues. The deduction element has one input value (Union) for entering the name of the union to which the employee subscribes: Union A or Union B. 1.Create a user table called xx Union Dues (where xx is your group identifier), using the following information. Union A 30 Union B 32 2.Then write a formula called XX_UNION_DUES to get the appropriate deduction from the table, using the input Union. Solution - Defining User Tables and Accesing Table Values Defining the Table Structure 1. Navigate to the Table Structure window using your local Super HRMS Manager responsibility. (N) Other Definitions > Table Structure 2. Set your effective date to 1 January 2000. 3. Enter xx Union Dues in the Name field, where xx is your group identifier. 4. Select Match in the Match Type field. 5. Select Number in the Key Units of Measure field. 6. Enter Union in the Row Title field. 7. Save your work. 8. Select the Columns button. 9. Enter Dues in the Name field of the Columns window. 10. Save your work. 11. Close the Column window.

12. Select the Rows button. 13. Enter 1 in the Sequence field and Union A in the Exact field of the Rows window. 14. Select New from the File menu. 15. Enter 2 in the Sequence field and Union B in the Exact field of the next row. 16. Save your work. Entering Table Values 17. Navigate to the Table Values window using your local Super HRMS Manager responsibility. (N) Other Definitions > Table Values 18. Set your effective date to 1 January 2000. 19. Query: xx Union Dues, where xx is your group identifier. 20. In the Values region, select Union A in the Exact field and enter 30 in the Value field. 21. Tab to the next row and select Union B in the Exact field and enter 32 in the Value field. 22. Save your work. Writing the Formula 23. Navigate to the Formula window using your localSuper HRMS Manager responsibility. (N) Total Compensation > Basic > Write Formulas 24. Set your effective date to 1 January 2000. 25. Enter the name XX_UNION_DUES, where xx is your group identifier. 26. Select Oracle Payroll in the Type field. 27. Select the Edit button. 28. Write your formula in the Edit Formula window, then select the Verify button. 29. When the formula verifies successfully, close the Edit Formula window. 30. Save your work. Formula Your formula should be similar to the following: DEFAULT FOR union IS ' ' INPUTS ARE union(text) deduction = 0 IF NOT union WAS DEFAULTED THEN deduction = TO_NUMBER(GET_TABLE_VALUE('xx_union_dues', 'dues', union)) RETURN deduction Note: To complete the setup for the union dues deduction, you would:

 Define a formula processing rule to associate the formula with the Union Dues Deduction element Define a formula result rule to return the union_dues formula result to the elements Pay Value

How to Define or Setup Global Value in HRMS

To set-up the different rates for employee reimbursement options you define global value. Here in this example I will define a global value called XX_TRAVEL_RATE, where xx is your group identifier. Enter a value for the amount of money paid per mile or kilometer for reimbursement of business travel expenses. The screenshot is itself self explanatory.

Follow the simple steps for defining a Global Value 1. Navigate to the Globals window using your local Super HRMS Manager responsibility. Total Compensation > Basic > Global Values 2. Set the effective date to 1 January 2000. 3. Enter the name XX _TRAVEL_RATE, where XX is your group identifier. 4. Enter a description, like Travel reimbursement rate per mile just for an easier identification. 5. Select Number in the Type field. 6. Enter a value, such as 7.5. 7. Save your work.