1. What is a Donation Plan
In this article, we will learn how to configure a Donation Plan step by step. Donation plan is one of the six absence plan types offered by Oracle cloud. As its name suggests, using donation plan employees can donate their accrual plan balances to others colleagues. Manager and Administrator can also donate leaves on behalf of employees. Employees may choose to donate all or a portion of their accrued leaves. However, they would be able to do so only if they are already enrolled to any accrual type plans. So, before you proceed further make sure you have already configured an accrual plan. If you need any guidance in configuring accrual plan, please refer to this article » Fusion Absence Management : Explained with examples
2. Learn Donation Plan With a Business Requirement
Before we initiate our setup steps lets understand the business requirement so that it would be easier to understand the motives behind the steps we follow later
- Business needs a donation plan where employee can donate leave in days.
- Employee should not be able to donate more than 5 days at a time.
- Employees shouldn’t be able to store more than 10 days of donation.
- Recipient identity should be restricted. While donating the leave donor should not know the actual recipient name.
- Managers and administrators should also be able to donate on behalf of employees.
- There shouldn’t be any approval required for Donation Plan.
3. Steps to Setup a Donation Plan
Now we have requirements in place, lets start setting them up .
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