of 868 /868
PeopleSoft Enterprise Time and Labor 9.1 PeopleBook November 2010

PeopleSoft Enterprise Time and Labor 9.1 PeopleBook · PeopleSoft Enterprise Time and Labor • PeopleSoft Enterprise Time and Labor. Preface. time. E Time . PeopleBook

Embed Size (px)

Text of PeopleSoft Enterprise Time and Labor 9.1 PeopleBook · PeopleSoft Enterprise Time and Labor •...

  • PeopleSoft Enterprise Time and Labor 9.1 PeopleBook

    November 2010

  • PeopleSoft Enterprise Time and Labor 9.1 PeopleBookSKU hrms91htlr-b1110

    Copyright 1988, 2010, Oracle and/or its affiliates. All rights reserved.

    Trademark Notice

    Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners.

    License Restrictions Warranty/Consequential Damages Disclaimer

    This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited.

    Warranty Disclaimer

    The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing.

    Restricted Rights Notice

    If this software or related documentation is delivered to the U.S. Government or anyone licensing it on behalf of the U.S.Government, the following notice is applicable:

    U.S. GOVERNMENT RIGHTS

    Programs, software, databases, and related documentation and technical data delivered to U.S. Government customers are "commercial computer software" or "commercial technical data" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, the use, duplication, disclosure, modification, and adaptation shall be subject to the restrictions and license terms set forth in the applicable Government contract, and, to the extent applicable by the terms of the Government contract, the additional rights set forth in FAR 52.227-19, Commercial Computer Software License (December 2007). Oracle USA, Inc., 500 Oracle Parkway, Redwood City, CA 94065.

    Hazardous Applications Notice

    This software is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications which may create a risk of personal injury. If you use this software in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy and other measures to ensure the safe use of this software. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software in dangerous applications.

    Third Party Content, Products, and Services Disclaimer

    This software and documentation may provide access to or information on content, products and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third party content, products and services. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third party content, products or services.

  • Copyright 1988, 2010, Oracle and/or its affiliates. All Rights Reserved. iii

    Contents

    Preface

    PeopleSoft Enterprise Time and Labor Preface ...................................................................................... xxi

    PeopleSoft Products ...................................................................................................................................... xxiPeopleSoft Enterprise HRMS Application Fundamentals ............................................................................ xxiPeopleBooks and the PeopleSoft Online Library ......................................................................................... xxi

    Chapter 1

    Getting Started with Time and Labor ......................................................................................................... 1

    Time and Labor Overview ............................................................................................................................... 1Time and Labor Business Processes ............................................................................................................... 1Time and Labor Integrations ........................................................................................................................... 2Time and Labor Implementation ..................................................................................................................... 3

    Chapter 2

    Navigating in Time and Labor ..................................................................................................................... 7

    Navigating in Time and Labor ......................................................................................................................... 7Pages Used to Navigate in Time and Labor ..................................................................................................... 7

    Chapter 3

    Understanding Time and Labor ................................................................................................................... 9

    Scheduling ....................................................................................................................................................... 9Time Reporting Methods .............................................................................................................................. 10Time Administration ..................................................................................................................................... 11Time Management Features .......................................................................................................................... 11User Preferences ........................................................................................................................................... 12Configurable Manager Views ....................................................................................................................... 12Delivered Data Archive Templates ............................................................................................................... 13

  • Contents

    iv Copyright 1988, 2010, Oracle and/or its affiliates. All Rights Reserved.

    Chapter 4

    Setting Up Basic Tables .............................................................................................................................. 17

    Understanding Time and Labor Implementation ........................................................................................... 17Human Resource Tables .......................................................................................................................... 20Benefits Tables ........................................................................................................................................ 21Time Zone Offsets Table ......................................................................................................................... 22Concurrent Batch Processing ................................................................................................................. 23Concurrent Online Processing ................................................................................................................ 23Time Periods .......................................................................................................................................... 24Periods and Period Instances .................................................................................................................. 26Planned Overtime Features ..................................................................................................................... 27Time Period Calendars ........................................................................................................................... 28Manager Time Calendar View Options .................................................................................................. 28Compensatory Time Plans ..................................................................................................................... 29Exceptions ............................................................................................................................................... 29PeopleSoft Application Engine Sections ................................................................................................. 30Validation Criteria .................................................................................................................................. 30

    Setting Up System Defaults and Loading Dates ............................................................................................ 31Pages Used to Set Up System Defaults and Load Dates ......................................................................... 31Setting Up System Defaults ................................................................................................................... 32Configurations ........................................................................................................................................ 43Loading Dates ........................................................................................................................................ 44The Purpose of Load Dates ..................................................................................................................... 45Manager Search Defaults ....................................................................................................................... 46Email Notification .................................................................................................................................. 47

    Payroll System Options ................................................................................................................................. 49Page Used to Establish Payroll System Options ..................................................................................... 49Establishing Payroll System Options ..................................................................................................... 49

    Establishing Time Periods ............................................................................................................................. 50Pages Used to Establish Time Periods .................................................................................................... 51Establishing a Daily Time Period ........................................................................................................... 51Establishing a Weekly Time Period ....................................................................................................... 53Establishing a Monthly Time Period ...................................................................................................... 54Establishing a Complex Time Period ..................................................................................................... 55Establishing a Repeating Time Period ................................................................................................... 55

    Setting Up Planned Overtime Features .......................................................................................................... 56Prerequisites ............................................................................................................................................ 57Pages Used to Set Up Overtime Features ................................................................................................ 57Creating Overtime Limits ....................................................................................................................... 58Viewing the TRCs in a Value List ......................................................................................................... 60Assigning Overtime Limits to Workgroups ........................................................................................... 60

  • Contents

    Copyright 1988, 2010, Oracle and/or its affiliates. All Rights Reserved. v

    Enabling Workflow ................................................................................................................................ 61Building and Viewing Time Period Calendars ............................................................................................. 62

    Understanding General Rules for Building Periods and Calendars ....................................................... 62Pages Used to Build and View Time Period Calendars .......................................................................... 68Creating Instances of a Time and Labor Time Period Calendar ............................................................ 68Viewing Time Period Instances for a Calendar ...................................................................................... 70

    Setting Up Manager Time Calendar View Options ...................................................................................... 71Understanding Manager Time Calendar Views ..................................................................................... 72Prerequisites ........................................................................................................................................... 72Pages Used to Set Up Calendar Viewing Options .................................................................................. 72Defining Time Calendar View Options ................................................................................................. 73Previewing the Time Calendar Legend .................................................................................................. 76

    Establishing Compensatory Time Plans ....................................................................................................... 77Page Used to Set Up Compensatory Time Plans .................................................................................... 77Setting Up Compensatory Time Plans ................................................................................................... 77

    Defining Exceptions ....................................................................................................................................... 78Page Used to Define Exceptions ............................................................................................................. 79Defining Exceptions and Assigning Message Numbers ........................................................................ 79

    Defining PeopleSoft Application Engine Sections ........................................................................................ 81Page Used to Define PeopleSoft Application Engine Sections ............................................................... 81Defining a PeopleSoft Application Engine Section ............................................................................... 81

    Using Validation Criteria ............................................................................................................................... 82Pages Used to Define and Group Validation IDs .................................................................................... 83Defining Validation IDs ......................................................................................................................... 83Grouping Validation IDs ........................................................................................................................ 84

    Defining Override Reason Codes .................................................................................................................. 85Page Used to Define Override Reason Codes ......................................................................................... 85Defining Override Reason Codes ........................................................................................................... 85

    Chapter 5

    Establishing Workgroups ............................................................................................................................ 87

    Understanding Workgroups .......................................................................................................................... 87Common Elements Used in This Chapter ............................................................................................... 87Workgroup Requirements ....................................................................................................................... 88Workgroups and Referential Integrity ..................................................................................................... 89

    Setting Up Workgroups ................................................................................................................................ 90Page Used to Define Workgroups ........................................................................................................... 90Entering Basic Parameters, and Status ................................................................................................... 90Entering Approvals ................................................................................................................................. 92Selecting Approval Groups ..................................................................................................................... 94Defining the Reporting Time Type Group Box ..................................................................................... 94Defining Compensation Controls ........................................................................................................... 95

  • Contents

    vi Copyright 1988, 2010, Oracle and/or its affiliates. All Rights Reserved.

    Setting Up Rounding Options ................................................................................................................ 96Specifying Workgroup Defaults ............................................................................................................ 103Setting Up Day Breaker Options .......................................................................................................... 106

    Making Workgroup Transfers ..................................................................................................................... 115Making Changes to a Rule Program of a Workgroup .................................................................................. 117

    Chapter 6

    Establishing Time Reporting Codes ......................................................................................................... 119

    Understanding Time Reporting Codes ......................................................................................................... 119Common Elements Used in This Chapter ............................................................................................. 120

    Defining Time Reporting Code (TRC) Categories ...................................................................................... 120Pages Used to Define Time Reporting Code (TRC) Categories ........................................................... 120Defining Time Reporting Code (TRC) Categories .............................................................................. 120

    Defining and Mapping Time Reporting Codes (TRCs) ............................................................................... 121Pages Used to Define and Map Time Reporting Codes ........................................................................ 124Defining Time Reporting Code Attributes ........................................................................................... 125Setting Up Compensation and Interface Options ................................................................................. 136

    Defining TRC Programs ............................................................................................................................. 137Pages Used to Define a TRC Program .................................................................................................. 138Selecting Valid TRCs for a TRC Program ........................................................................................... 138Copying a TRC Program ...................................................................................................................... 139

    Defining Units of Measure .......................................................................................................................... 140Page Used to Define Units of Measure ................................................................................................. 141Naming Units of Measure .................................................................................................................... 141

    Working Through TRC Examples ............................................................................................................... 141

    Chapter 7

    Defining Task Reporting Requirements .................................................................................................. 145

    Understanding Task Reporting Requirements ............................................................................................. 145Understanding Task Functionality ....................................................................................................... 145Understanding Task Reporting Tools ................................................................................................... 146Understanding Types of Task Reporting ............................................................................................. 147Understanding How to Create Task Values in Time and Labor ........................................................... 149Using ChartFields in Time and Labor .................................................................................................. 154Understanding Task Reporting with PeopleSoft Financials ................................................................. 156Understanding the Sequence for Defining Task Functionality ............................................................. 157

    Creating Task Templates ............................................................................................................................ 159Page Used to Create Task Templates .................................................................................................... 159Creating a Task Template .................................................................................................................... 159

    Uploading ChartField Combinations ........................................................................................................... 165

  • Contents

    Copyright 1988, 2010, Oracle and/or its affiliates. All Rights Reserved. vii

    Page Used to Upload ChartField Combinations ................................................................................... 167Uploading ChartField Combinations .................................................................................................... 167

    Defining and Viewing Task Values in Time and Labor ............................................................................. 169Pages Used to Define and View TL Entities ......................................................................................... 169Creating and Viewing Codes for Project Costing ................................................................................. 170Creating and Viewing Activity ID Codes ............................................................................................ 171Creating and Viewing User Fields ....................................................................................................... 171

    Displaying Task Codes Defined in Project Costing and Performance Management ................................. 172Pages Used to Display Task Codes in Project Costing and Enterprise Performance Management ...... 172Displaying Business Unit Information .................................................................................................. 173Displaying Project Codes ..................................................................................................................... 174Displaying Project Information on the Team Members Page ............................................................... 175Displaying Resource Type Codes ........................................................................................................ 176Displaying Resource Category Codes .................................................................................................. 177Displaying Business Unit Codes ........................................................................................................... 178

    Creating Task Profiles ................................................................................................................................. 178Page Used to Create Task Profiles ........................................................................................................ 179Creating Task Profiles ........................................................................................................................... 179

    Defining Taskgroups ................................................................................................................................... 182Page Used to Define Taskgroups .......................................................................................................... 183Defining a Taskgroup ........................................................................................................................... 183

    Chapter 8

    Defining Work Schedules .......................................................................................................................... 187

    Understanding Work Schedules .................................................................................................................. 187Creating Work Schedules and Schedule Definitions ................................................................................... 190

    Pages Used to Create Work Schedules, and Schedule Definitions ....................................................... 190Setting Up Shifts .................................................................................................................................. 191Setting Up Schedule Groups ................................................................................................................ 195Defining Workdays .............................................................................................................................. 196Defining Schedules .............................................................................................................................. 196Rotating Schedules ................................................................................................................................ 198

    Setting Up Schedule Definition Shifts ............................................................................................ 199Validating Schedules ................................................................................................................................... 204

    Pages Used to Validate Schedules ........................................................................................................ 204Validating Schedules ............................................................................................................................. 204

    Sharing Work Schedules with Global Payroll ............................................................................................. 205Importing Third-Party Schedules ................................................................................................................ 205

    Managing Third-Party Schedules .......................................................................................................... 215

  • Contents

    viii Copyright 1988, 2010, Oracle and/or its affiliates. All Rights Reserved.

    Chapter 9

    Establishing Static and Dynamic Groups ................................................................................................ 217

    Understanding Static and Dynamic Groups ................................................................................................ 217Understanding Group Security .................................................................................................................... 217Setting Group Creation Security ................................................................................................................. 219

    Understanding Group Creation Security ............................................................................................... 219Page Used to Set Group Creation Security ........................................................................................... 219Setting Group Creation Security .......................................................................................................... 220

    Creating and Updating Static Groups ......................................................................................................... 221Pages Used to Create and Update Static Groups ................................................................................... 221Specifying Criteria for Static Group Members .................................................................................... 222Viewing and Updating Static Group Members .................................................................................... 225Setting Up Static Group Security ......................................................................................................... 226

    Creating and Updating Dynamic Groups .................................................................................................... 227Pages Used to Create and Update Dynamic Groups ............................................................................. 227Specifying Criteria for Dynamic Group Members ............................................................................... 228Previewing Dynamic Group Members ................................................................................................. 230Setting Up Dynamic Group Security ................................................................................................... 231Viewing Dynamic Group Members ..................................................................................................... 231Updating Dynamic Group Membership ............................................................................................... 232

    Chapter 10

    Setting Up Time Reporters ........................................................................................................................ 233

    Understanding Time Reporter Data ............................................................................................................ 233Entering and Maintaining Time Reporter Data ............................................................................................ 237

    Pages Used to Enter and Maintain Time Reporter Data ....................................................................... 237Enrolling Time Reporters ...................................................................................................................... 238Updating Time Reporter Data .............................................................................................................. 243Viewing a Group Membership List ...................................................................................................... 246

    Assigning and Viewing Compensatory Time Plans ................................................................................... 247Pages Used to Assign and View Compensatory Time Plans ................................................................ 247Enrolling Time Reporters in a Compensatory Time Plan .................................................................... 247Viewing Compensatory Time Plan History ......................................................................................... 248

    Assigning Schedules to a Group ................................................................................................................. 249Pages Used to Assign Schedules ........................................................................................................... 249Assign Schedule to a Group ................................................................................................................. 249

  • Contents

    Copyright 1988, 2010, Oracle and/or its affiliates. All Rights Reserved. ix

    Chapter 11

    Establishing Time and Labor Security .................................................................................................... 251

    Understanding Row Security Permission Lists ........................................................................................... 251Using Row Security Permission Lists .......................................................................................................... 252

    Pages Used for Using Row Security Permission Lists .......................................................................... 253Creating Row Security Permission Lists .............................................................................................. 253Viewing Row Security Users ............................................................................................................... 256

    Chapter 12

    Creating Rules in Time Administration .................................................................................................. 257

    Understanding Time Administration ........................................................................................................... 257Create Rules Component ...................................................................................................................... 258Batch Processing Component ................................................................................................................ 259Online Processing Component ............................................................................................................. 259

    Understanding Rules .................................................................................................................................... 260General Setup Steps .............................................................................................................................. 260Rules from Actions and Conditions and SQL Objects .......................................................................... 260Rule Step Creation Guidelines .............................................................................................................. 262

    Creating Value Lists .................................................................................................................................... 271Page Used to Create Value Lists ........................................................................................................... 271Grouping Codes Into Value Lists .......................................................................................................... 272

    Defining Rule Elements ............................................................................................................................... 272Page Used to Define Rule Elements ..................................................................................................... 273Creating User-Defined Rule Elements .................................................................................................. 273

    Specifying Table Access ............................................................................................................................. 273Page Used to Grant SQL Access to Tables ........................................................................................... 274Granting SQL Access to Tables ............................................................................................................ 274

    Defining Table Relationships ..................................................................................................................... 276Page Used to Define Table Relationships ............................................................................................. 276Creating Table Relationship Definitions ............................................................................................... 276

    Defining Template-Built Rules .................................................................................................................... 277Pages Used to Create Rules from A Template ...................................................................................... 296Creating Rules from A Template .......................................................................................................... 297Defining and Viewing General Information for A Rule ...................................................................... 297Defining and Viewing Template Rule Conditions and Actions ........................................................... 301

    Creating Rules with Actions and Conditions ............................................................................................... 305Pages Used to Create Rules with Actions and Conditions .................................................................... 305Defining and Viewing General Action Information ............................................................................. 306Creating Action Text ............................................................................................................................ 308

  • Contents

    x Copyright 1988, 2010, Oracle and/or its affiliates. All Rights Reserved.

    Copying Actions ................................................................................................................................... 312Defining and Viewing General Condition Information and Creating SQL Condition Text ................ 313Copying Conditions .............................................................................................................................. 315

    Creating SQL Objects ................................................................................................................................. 316Pages Used to Create SQL Objects ....................................................................................................... 318Selecting Action Types and Creating SQL Descriptions ...................................................................... 321Designating Tables in a SQL Object ..................................................................................................... 322Creating the First Clause of A Select Statement ................................................................................... 324Joining Tables ....................................................................................................................................... 325Creating the Where Clause of A SQL Statement .................................................................................. 327Entering Values in the Record-Field of a Table .................................................................................... 328Entering Meta-SQL Parameters ............................................................................................................ 329Updating A Record-Field ...................................................................................................................... 329Copying SQL Objects ........................................................................................................................... 331Entering a complete Statement Using Free-Form Text ......................................................................... 331

    Working with User Exits ............................................................................................................................. 333Defining Attendance Programs ................................................................................................................... 333

    Understanding Tracking Methods ......................................................................................................... 334Understanding Attendance Program Tasks ........................................................................................... 335Pages Used to Define Attendance Programs ......................................................................................... 335Specifying Attendance Infractions ....................................................................................................... 335Specifying Attendance Infraction Actions ........................................................................................... 337Viewing Action Thresholds ................................................................................................................. 338Viewing Attendance Violation History ................................................................................................ 338

    Assembling Rules ....................................................................................................................................... 339Pages Used to Assemble Rules ............................................................................................................. 340Entering Basic Information About a Rule ............................................................................................ 340Viewing the SQL Text of A Rule Step ................................................................................................. 344Copying Rules ...................................................................................................................................... 344

    Exporting, Importing, and Recompiling Rules ............................................................................................ 345Understanding Rules Migration ............................................................................................................ 345Pages Used to Export, Import, and Recompile Rules ........................................................................... 346Exporting Rules ..................................................................................................................................... 346Importing Rules ..................................................................................................................................... 348Recompiling Rules ................................................................................................................................ 348

    Adding Rules to a Rule Program ................................................................................................................ 349Pages Used to Add Rules to A Rule Program ....................................................................................... 349Assigning an Attendance Program to a Rule Program .......................................................................... 349Selecting Rules for a Program .............................................................................................................. 350

    Chapter 13

    Understanding the Batch Process in Time Administration .................................................................. 353

  • Contents

    Copyright 1988, 2010, Oracle and/or its affiliates. All Rights Reserved. xi

    Understanding the Time Administration Process Flow .............................................................................. 353Overview of the Time Administration Application Engine Processes ................................................ 356Understanding the Time Administration Control Table (TL_TR_STATUS) ...................................... 367Batch Processing Terms and Concepts ................................................................................................. 368

    Step 1: Determining Time Reporters to Process ......................................................................................... 368Using Time Reporter Status in the Selection Process .......................................................................... 370Defining the Initial Period of Interest .................................................................................................. 373

    Step 2: Combining Time Reporters Into Batches ....................................................................................... 375Step 3: Resolving Pending Time Reporting Exceptions .............................................................................. 376Step 4: Building the Rule Map .................................................................................................................... 377

    Determining the Final Period of Interest ............................................................................................... 377Step 5: Building Time Reporter Profiles .................................................................................................... 387Step 6: Explaining the Time Administration Main Batch Loop Driver ....................................................... 387Step 7: Explaining Batch Driver Calls of Time Administration .................................................................. 387Step 8: Matching Punches ........................................................................................................................... 388Step 9: Creating Intermediate Payable Time .............................................................................................. 389

    Understanding the Data Store .............................................................................................................. 390Loading the IPT Tables ........................................................................................................................ 391The IPT Table Structure ....................................................................................................................... 394

    Step 10: Tracking Attendance ..................................................................................................................... 398Step 11: Processing Rules ........................................................................................................................... 399Step 12: Performing Rounding, Task Distribution and Estimated Gross ................................................... 399

    Check Leave and Comp Time Balances .............................................................................................. 399Expand Task Profiles ........................................................................................................................... 402Apply Post Rules Rounding .................................................................................................................. 402Calculate Estimated Gross ................................................................................................................... 403

    Step 13: Post Rule Validation ..................................................................................................................... 404Step 14: Processing Adjustments ................................................................................................................ 405

    Understanding the Adjustment Process ................................................................................................. 406Step 15: Updating Payable Time ................................................................................................................ 408

    Understanding the Difference between Payable Time and Intermediate Payable Time ....................... 409Understanding How Time Administration Formats Payable Time ...................................................... 409

    Step 16: Updating Time Reporter Status .................................................................................................... 413Viewing Time Reporter Status ..................................................................................................................... 413

    Understanding Time Reporter Status .................................................................................................... 413Page Used to View Time Reporter Status ............................................................................................. 414Viewing Time Reporter Status ............................................................................................................. 414

    Launching the Time Administration Process .............................................................................................. 415Understanding When the Process is Called ........................................................................................... 415Page Used to Start the Time Administration Process ........................................................................... 415Starting the Time Administration Process ............................................................................................ 415Restarting Batch Processes in Time and Labor .................................................................................... 418

    Generating and Viewing Runtime Statistics ............................................................................................... 418Understanding Runtime Statistics ......................................................................................................... 419Pages Used to Generate and View Runtime Statistics .......................................................................... 419

  • Contents

    xii Copyright 1988, 2010, Oracle and/or its affiliates. All Rights Reserved.

    Selecting the Runtime Statistics and Date to Generate ......................................................................... 420Viewing Runtime Statistics ................................................................................................................... 422Viewing Batch Statistics ....................................................................................................................... 423Viewing Application Engine Statistics ................................................................................................. 423Viewing Batch Data ............................................................................................................................. 424Viewing Batch Details ......................................................................................................................... 426Viewing Archived Rule Maps .............................................................................................................. 428Viewing the Archive Rule Map Details ................................................................................................ 429

    Using Batch Processing Tips ...................................................................................................................... 431

    Chapter 14

    Understanding Payable Time .................................................................................................................... 435

    Understanding Payable Time ....................................................................................................................... 435Payable Time Attributes ........................................................................................................................ 435Payable Time Status and Reason Codes .............................................................................................. 437Summary of System Settings that Determine Payable Time Status ...................................................... 446

    Publishing Estimated and Actual Payable Time .......................................................................................... 447Publishing Payable Time with Estimated Costs ................................................................................... 447Publishing Payable Time with Actual Costs ........................................................................................ 447

    Understanding Payable Time Fields ........................................................................................................... 448Generating a Payable Status Report ............................................................................................................. 452

    Page Used To Generate a Payable Status Report .................................................................................. 452Generating a Payable Status Report ..................................................................................................... 453

    Chapter 15

    Reporting Time .......................................................................................................................................... 457

    Understanding Time Reporting .................................................................................................................... 457Creating Time Reporting Templates ............................................................................................................ 459

    Understanding Time Reporting Templates ........................................................................................... 459Page Used to Create Time Reporting Templates .................................................................................. 460Specifying Fields to Display on The Time Entry Pages ...................................................................... 460

    Creating Templates for Rapid Time Reporting ............................................................................................ 466Understanding Rapid Time Reporting .................................................................................................. 466Page Used to Create Templates for Rapid Time Reporting .................................................................. 467Selecting Fields to Display on The Rapid Time Reporting Page ......................................................... 467

    Reporting Time Rapidly ............................................................................................................................. 471Understanding Rapid Time Reporting .................................................................................................. 471Pages Used to Report Time ................................................................................................................... 472Reporting Time Quickly ....................................................................................................................... 472Generating a Time Card ....................................................................................................................... 476

  • Contents

    Copyright 1988, 2010, Oracle and/or its affiliates. All Rights Reserved. xiii

    Chapter 16

    Using Time Collection Devices ................................................................................................................. 477

    Understanding TCDs .................................................................................................................................. 477Understanding TCD Setup and Data Integration ........................................................................................ 478

    TCD Setup Process Flow ...................................................................................................................... 478Integration Points Used to Publish Data to Time and Labor ................................................................ 480Understanding XML Integration ........................................................................................................... 480Understanding Flat File Integration ..................................................................................................... 480

    Defining TCD Setup Data in Time and Labor ............................................................................................ 484Pages Used to Define TCD Setup Data in Time and Labor .................................................................. 484Establishing Data Elements to Send to a TCD ..................................................................................... 485Establishing Basic Information About a TCD ..................................................................................... 488Establishing Physical and Taskgroup Information for a TCD ............................................................. 492Establishing TCD Supervisors ............................................................................................................. 494Establishing Restriction Profile Data ................................................................................................... 494Setting Up TCD Groups ....................................................................................................................... 496

    Sending Setup Data to a TCD ...................................................................................................................... 497Understanding Data Publishing to a TCD ............................................................................................. 498Page Used to Send Setup Data to a TCD .............................................................................................. 501Publishing Setup Data to a TCD .......................................................................................................... 501

    Receiving Time from a TCD ....................................................................................................................... 503Viewing and Resolving TCD Errors ............................................................................................................ 505

    Pages Used to View and Resolve TCD Errors ...................................................................................... 506Viewing TCD Errors ............................................................................................................................ 506Viewing and Fixing Elapsed Time Errors ............................................................................................ 507Viewing or Amending Elapsed Time Attributes .................................................................................. 509Viewing and Fixing Punched Time Errors ........................................................................................... 510Viewing and Amending Punched Time Attributes .............................................................................. 512

    Chapter 17

    Using Approvals and Delegations with Time and Labor ....................................................................... 515

    Understanding the Approval Process in Time and Labor ............................................................................ 515Approval Framework and Time and Labor ........................................................................................... 515Approval Foundation Elements ............................................................................................................. 516Approval Events and Actions ................................................................................................................ 518Prerequisites .......................................................................................................................................... 520

    Approving Reported Time ........................................................................................................................... 522Understanding Approval of Reported Time ......................................................................................... 522Pages Used to Approve Reported Time ................................................................................................ 523

  • Contents

    xiv Copyright 1988, 2010, Oracle and/or its affiliates. All Rights Reserved.

    Approving Reported Time .................................................................................................................... 523Working with Timesheets ..................................................................................................................... 526Entering Comments ............................................................................................................................... 528Running Online Rules and Viewing Payable Time Detail .................................................................... 529Reviewing and Entering Absence Events ............................................................................................. 529Entering Absence Event Details ............................................................................................................ 531Forecasting Absence Events .................................................................................................................. 535Approving Absence Events ................................................................................................................... 535

    Approving Payable Time ............................................................................................................................. 536Understanding Approval of Payable Time ............................................................................................ 537Pages Used to Approve Time ................................................................................................................ 537Approving Payable Time ...................................................................................................................... 538Approving Payable Time Details .......................................................................................................... 539Adjusting Reported Time ...................................................................................................................... 540Approving Time for a Group of Employees ........................................................................................ 541

    Working with Delegations in Time and Labor ............................................................................................ 542Understanding Delegation ..................................................................................................................... 542Reviewing Delivered Time and Labor Delegation Set Up .................................................................... 543

    Chapter 18

    Managing Time .......................................................................................................................................... 545

    Understanding the Time Reporting Process ................................................................................................ 545Prerequisites for Enabling Absences on Timesheets ............................................................................. 546Common Elements Used in This Chapter ............................................................................................. 547

    Managing Exceptions ................................................................................................................................... 547Understanding Exceptions .................................................................................................................... 548Pages Used to Manage Exceptions ........................................................................................................ 550Managing Exceptions ............................................................................................................................ 551Viewing Manage Exception Details ..................................................................................................... 553Viewing Exceptions History ................................................................................................................. 554

    Adjusting Time ............................................................................................................................................ 556Understanding Adjustments to Payable Time ....................................................................................... 556Pages Used to Adjust Time ................................................................................................................... 557Making Record Only Adjustments ........................................................................................................ 557

    Auditing Time ............................................................................................................................................. 561Understanding Auditing Time ............................................................................................................... 561Pages Used to Audit Time ..................................................................................................................... 562Viewing Reported Time ....................................................................................................................... 563Viewing Changes Made to Reported Time .......................................................................................... 565Viewing Unprocessed Reported Time .................................................................................................. 566Viewing Unprocessed Payable Time .................................................................................................... 567

    Overriding Rules for a Day .......................................................................................................................... 570

  • Contents

    Copyright 1988, 2010, Oracle and/or its affiliates. All Rights Reserved. xv

    Page Used to Override Rules for a Day ................................................................................................ 570Stopping Rules Processing for a Day ................................................................................................... 570

    Chapter 19

    Integrating with Payroll Applications ...................................................................................................... 573

    Overview of Payroll Integration .................................................................................................................. 573General Procedure for Running a Payroll with Payable Time .............................................................. 574Labor Distribution and Dilution ............................................................................................................ 575

    Integrating Time and Labor and Payroll for North America ....................................................................... 578Processing Overview ............................................................................................................................. 578Configuring Time and Labor for Use with Payroll for North America ............................................... 579Preparing Time and Labor Data for Payroll for North America ........................................................... 581Loading Time and Labor Data ............................................................................................................. 581Running the Payroll Process ................................................................................................................ 585Reversing or Adjusting a Paycheck ...................................................................................................... 585Extracting Costs After a Pay Run ........................................................................................................ 586Adjusting Payable Time ....................................................................................................................... 587Refreshing Data .................................................................................................................................... 588Correcting Errors Generated During the Load and Extract Processes ................................................. 589

    Integrating Time and Labor with Global Payroll ......................................................................................... 590Processing Overview ............................................................................................................................. 590Configuring Time and Labor for Integration with Global Payroll ........................................................ 591Loading Time and Labor Data .............................................................................................................. 593Correcting Errors Generated by Payable Time ..................................................................................... 595Updating Payable Time After a Pay Run ............................................................................................. 595Sharing Work Schedules with Global Payroll ....................................................................................... 596

    Integrating Absence Event Data .................................................................................................................. 596Understanding Absence Event Integration with Time and Labor ......................................................... 597Integrating Absence Management, Time and Labor, and Payroll for North America .......................... 598Integrating the Absence Functionality of Global Payroll with Time and Labor ................................... 602

    Chapter 20

    Integrating with PeopleSoft Financials and Enterprise Performance Management .......................... 605

    Understanding Integration ............................................................................................................................ 605Understanding Integration Points .......................................................................................................... 606

    Integrating with Project Costing ................................................................................................................. 609Understanding Project Costing Integration .......................................................................................... 609Setting Up Time and Labor for Integration with Project Costing ......................................................... 612

    Publishing Estimated and Actual Cost Data to Project Costing .................................................................. 615Understanding Estimated and Actual Cost Data ................................................................................... 615

  • Contents

    xvi Copyright 1988, 2010, Oracle and/or its affiliates. All Rights Reserved.

    Pages Used to Send Estimated and Actual Costs Data to Project Costing ........................................... 619Publishing Estimated Payable Time ..................................................................................................... 619Publishing Actual Payable Time .......................................................................................................... 619

    Using Time and Labor with Commitment Accounting .............................................................................. 620Understanding the Commitment Accounting Interface ........................................................................ 620Setting Up Time and Labor for Use with Commitment Accounting .................................................... 622Distributing Costs after a Pay Run ........................................................................................................ 623

    Integrating with Performance Management ................................................................................................ 624

    Chapter 21

    Using Self-Service Components ................................................................................................................ 625

    Understanding Self-Service Components ................................................................................................... 625Navigating in Time and Labor Home Pages ............................................................................................... 626Using Time and Labor Launch Pad Pages for Employees .......................................................................... 628

    Pages Used to Specify Time and Labor Launch Pad Information for Employees ................................ 629Viewing Employee Hours ..................................................................................................................... 630Viewing Detailed Calendar Information ............................................................................................... 631

    Setting Up User Preferences ....................................................................................................................... 635Pages Used to Set Up User Preferences ................................................................................................ 636Understanding the User Preferences Page ............................................................................................ 636Setting Up User Preferences - Time Reporting .................................................................................... 636Understanding Task Value Defaults ..................................................................................................... 638Setting Up User Preferences - Schedule Preferences ........................................................................... 638Setting Up User Preferences - Send Notification ................................................................................. 640

    Reporting Time ........................................................................................................................................... 641Common Elements Used in this Section ............................................................................................... 641Pages Used in Reporting Time .............................................................................................................. 641Entering, Viewing, or Changing Employee's Time .............................................................................. 642Timesheet Display: Self-Service Versus Manager Self-Service ........................................................... 645Entering Single Punches Through the Web Clock ............................................................................... 647Using Mass Time ................................................................................................................................. 648Specifying a Time Reporting Method for Mass Time Reporting ........................................................ 649Specifying Report Time for Mass Time Reporting .............................................................................. 651Viewing Compensatory Time and Expiration ...................................................................................... 654

    Viewing Time ............................................................................................................................................. 655Pages Used to View Time ..................................................................................................................... 655Viewing a Summary of Payable Time .................................................................................................. 656Viewing Details of Payable Time ........................................................................................................ 657Viewing Forecasted Time .................................................................................................................... 658

    Requesting Overtime .................................................................................................................................. 659Understanding Overtime Transactions ................................................................................................. 659Pages Used to Enter, View, and Process Overtime Requests ............................................................... 660

  • Contents

    Copyright 1988, 2010, Oracle and/or its affiliates. All Rights Reserved. xvii

    Viewing Overtime Requests ................................................................................................................. 660Viewing Details of an Overtime Request ............................................................................................. 661Entering Overtime Requests ................................................................................................................. 662

    Chapter 22

    Using Manager Self-Service Components for Time Management and Reporting .............................. 665

    Understanding Manager Self-Service Components .................................................................................... 665Navigating in Time and Labor Self-Service Pages for Managers .............................................................. 668Using Time and Labor Launch Pad Pages for Managers ............................................................................ 669

    Pages Used to Specify Time and Labor Launch Pad Information for Managers .................................. 670Specifying Employee Information ....................................................................................................... 670Viewing Employee Time ..................................................................................................................... 671Setting Up Application Suites .............................................................................................................. 674

    Application Items for Managers ................................................................................................................. 674Working with Application Items ........................................................................................................... 676

    Reporting Time ........................................................................................................................................... 676Common Elements Used in this Section ............................................................................................... 677Pages Used to Report Time ................................................................................................................... 677Assessing Employees' Time at a Summary Level ................................................................................. 678Entering, Viewing, or Changing Employee's Time .............................................................................. 680Using Mass Time ................................................................................................................................. 682Selecting Employees for Mass Time ..................................................................................................... 682

    Managing Time ........................................................................................................................................... 684Pages Used to Manage Time ................................................................................................................. 684Viewing a Summary of Payable Time .................................................................................................. 685Viewing Details of Payable Time ........................................................................................................ 686Viewing Forecasted Payable Time ....................................................................................................... 687Viewing Accumulators ......................................................................................................................... 688

    Using Manager Time Calendar Views ......................................................................................................... 688Understanding Manager Time Calendars ............................................................................................. 689Common Elements Used in This Section .............................................................................................. 690Pages Used to View Manager Time Calendars ..................................................................................... 691Selecting Time Calendar View Criteria ............................................................................................... 692Viewing Daily Time Calendars ............................................................................................................ 694Viewing Weekly and Monthly Time Calendars ................................................................................... 696

    Managing Overtime Requests ..................................................................................................................... 698Understanding Overtime Request Transactions ................................................................................... 699Pages Used to Manage Overtime Requests ........................................................................................... 699Viewing Employee Overtime Requests ............................................................................................... 700Viewing the Details of an Overtime Request ....................................................................................... 701Viewing Overtime Balances and Limits (Managers) ........................................................................... 701Approving and Denying Multiple Overtime Requests ......................................................................... 703

  • Contents

    xviii Copyright 1988, 2010, Oracle and/or its affiliates. All Rights Reserved.

    Approving Single Overtime Requests .................................................................................................. 707

    Chapter 23

    Using Manager Self-Service for Scheduling Components ..................................................................... 709

    Understanding Manager Self-Service for Scheduling Components ............................................................ 709Setting Up Manager Search Options ........................................................................................................... 710

    Pages Used to Set Up Manager Search Options ................................................................................... 710Selecting Manager Search Options ....................................................................................................... 710

    Assigning Schedules ................................................................................................................................... 712Pages Used to Assign Schedules ........................................................................................................... 713Assigning Schedules to a Time Reporter ............................................................................................. 713Personal Schedule Definition ................................................................................................................ 715Schedule Calendar ................................................................................................................................ 718Schedule Calendar Rotations ............................................................................................................... 720

    Managing Schedules ................................................................................................................................... 720Common Elements Used in This Section .............................................................................................. 721Pages Used to Manage Schedules ......................................................................................................... 721Setting Up Manage Schedule Display Options .................................................................................... 723Managing Schedules ............................................................................................................................ 724Working with Daily Schedule Detail .................................................................................................... 728Scheduling Replacements .................................................................................................................... 731Copying Schedules ............................................................................................................................... 733Swapping Schedules ............................................................................................................................. 733

    Integrating Training Data from Learning Management .............................................................................. 734Learning Management .......................................................................................................................... 734

    Appendix A

    Exceptions and Validations ....................................................................................................................... 737

    Understanding Exceptions and Validations ................................................................................................. 737Timesheets and Online Validations ............................................................................................................ 755Weekly Punch Time Reporting Validations ................................................................................................ 757Time and Task Reporting Template Validations ........................................................................................ 758

    Appendix B

    TCD Interface ............................................................................................................................................. 759

    Understanding the TCD Interface ................................................................................................................ 759Input Data Sent to TCD Systems ................................................................................................................. 760Output Data Produced by TCD Systems ..................................................................................................... 771

  • Contents

    Copyright 1988, 2010, Oracle and/or its affiliates. All Rights Reserved. xix

    Objects Received by the TCD ...................................................................................................................... 783Objects Sent from the TCD .......................................................................................................................... 793Configuration of the Integration Broker and the TCD ................................................................................. 802

    Outgoing Service Operations From PeopleSoft to TCD Server ........................................................... 802Routing Rules ........................................................................................................................................ 804Service Operations Monitor .................................................................................................................. 804Incoming Service Operations from the TCD Server to the PeopleSoft Server ..................................... 804System and Integration Broker Configuration ...................................................................................... 806Node and Gateway Configuration ................................................................................