Absence

Setup Calendar Events By Location

Define Geographic Regions

 

To create Geographic Regions use lookup type “ORA_PER_GEOGRAPHIC_TREE_NODES”

Navigate to Manage Common Lookups

Search for lookup type “ORA_PER_GEOGRAPHIC_TREE_NODES”

Add all the Geographic regions that you require in the look up codes.

It should be noted that the values entered in the lookup code should NOT be the same as the country abbreviations, such as DE, US, IN etc.

2. Define Geography Tree

Navigate to Manage Geography Trees

Click Create

Enter Details and Click next

Click Next

Click Submit

Select “ABC Geo Tree” in the search results and click on create Tree Version

Enter the details and click Next

Click on Add button

Change the Data Source to “Geographic Tree Calendar Event Data Source”

And this will show all the locations created under lookup “ORA_PER_GEOGRAPHIC_TREE_NODES”

Select Global and add to the nodes

Click ok

Select Global and Click on Add

Select the locations and move them under selected nodes

Click ok

Click Submit

The following message will be displayed:

Tree version ABC Geo Tree V1 created successfully and the Specify Nodes page should now look like this.

Row Flatten Tree Version

From Search Results screen, select the Tree Version row and do Actions -> Flatten -> Row Flattening. This is a technique to make the retrieval of the tree faster.

Click on Online Flattening

Click Ok

Click Done.

Do Online Audit

From Search Results screen, select the Tree Version row, and do Actions ->Audit.

Click on Online Audit button from Tree Audit Result page.

Click on Online Audit

A successful audit looks like this

Click Done

Activate Tree Version

Finally from Search Results screen, select the Tree Version row and do Actions -> Set Status -> Active

Click Active

The following message will be displayed:

‘Status of tree version ABC Geo Tree V1 changed to ACTIVE’

3. Create Calendar Event

Public Holidays now need to be created for each of the countries, and attached to the respective node in the Geography Tree.

Using Manage Calendar Events task, click on Create Icon

Enter Name, Category, Date, and Short Name of the Public Holiday. Then under Coverage, choose the Hierarchy Type   of Geographic, and the Hierarchy previously created.

Expand the Global Node, click on the Locations to whom the Public Holiday is associated, and click on the Include Icon.

Select Hierarchy Type as Geographic and Hierarchy as ABC Geo tree.

Select the regions for which the public holiday is applicable

Add Calendar Event to the Work Schedule

Once Public Holidays have been entered as Calendar Events for all the regions, an exception can be added to the global Work Schedule so that they are regarded as Off Period, and  workers in that region will be Unavailable for work on that day.

Click Submit.

Assign Geographic Hierarchy to the location

Navigate to Manage Locations à select your location and change the Geographic Hierarchy