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Oracle Global HumanResources Cloud

Implementing Time and Labor

20B

Oracle Global Human Resources CloudImplementing Time and Labor

20BPart Number F27626-03Copyright © 2011, 2020, Oracle and/or its aliates.

Author: Lynn Raiser

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Contents

Preface i

1 Overview 1Overview of Implementing Time and Labor ............................................................................................................................ 1

Workforce Management Lookups ............................................................................................................................................. 2

Overview of Global Human Resources .................................................................................................................................... 4

Date-Eective Objects in Scheduling and Time and Labor ................................................................................................ 6

2 Time Entry Congurations 7Overview of Time Entry Congurations .................................................................................................................................. 7

Best Practices for Creating Time Entry Objects ................................................................................................................... 10

How Many Time Entry Layout Components, Categories, and Layout Sets to Create ................................................... 12

3 Absence, Payroll, and Project Costing Time Aributes 15Time Aributes ............................................................................................................................................................................ 15

Data Dictionary of Time Aributes .......................................................................................................................................... 15

Generate Data Dictionary Time Aributes ............................................................................................................................. 16

Time and Labor Units of Measure .......................................................................................................................................... 16

4 Custom Time Aributes 19Overview of Custom Time Aributes ..................................................................................................................................... 19

Create Value Sets for Time and Labor ................................................................................................................................... 19

Aribute Categories for Custom Time Aributes ................................................................................................................ 20

Create Custom Time Aributes ................................................................................................................................................ 21

5 Overview of Time Entry Layout Components 23Overview of Layout Components for Time Entry ................................................................................................................ 23

Data Sources for Layout Components .................................................................................................................................. 24

Overview of the Time Entry Layout Component Conguration Process ........................................................................ 25


6 Time Card Fields and Web Clock Buons 27Best Practices for Conguring General Properties of Time Entry Layout Components .............................................. 27

How You Congure Default Values for Time Card Fields .................................................................................................. 27

Congure Field-Level Display Properties for Time Entry Layout Components ............................................................ 28

Congure the Single-Aribute Time Card Field Properties ............................................................................................... 28

Congure the Multiple-Aribute Time Card Field Properties ........................................................................................... 29

Congure the Web Clock Buon Properties .......................................................................................................................... 31

7 Time Card Field and Web Clock Buon Conguration Examples 33Congure the Time Type Aribute Field for Combined Absence, Payroll, and Project Costing Entries ................... 33

Create the Absence and Payroll Multiple-Aribute Field .................................................................................................. 34

Create Shift, Break, and Meal Web Clock Buons ............................................................................................................... 37

8 Dependent Time Card Fields 41Congure the Dependent Field Properties ............................................................................................................................ 41

Availability Options for Dependent Time Card Fields ........................................................................................................ 42

Example of a Dependent Field That's Available after a Specic Buon Is Clicked ....................................................... 43

Example of a Dependent Field That's Available After Specic Selections ..................................................................... 43

Example of a Dependent Field That's Always Available .................................................................................................... 44

Congure Dependent Fields for US Location Overrides ................................................................................................... 44

Congure Dependent Fields for Labor Costing Overrides ................................................................................................ 46

9 Dependent Time Card Field Conguration Examples 49Create the Dependent Meal Override Rate and Rate Periodicity Fields ......................................................................... 49

Create the Dependent Department Field .............................................................................................................................. 50

Create the Dependent State, County, and City Fields ......................................................................................................... 51

10 Entries to Use in Time Totals and Processing 55Time Categories .......................................................................................................................................................................... 55

Condition Components in Time Categories .......................................................................................................................... 55

Compound and Grouped Conditions in Time Categories ................................................................................................. 56

Create a Units-Based Time Category for Meals Taken ...................................................................................................... 56

Create Time Categories for Overtime Calculations ............................................................................................................. 57

Time Category FAQs .................................................................................................................................................................. 59


11 Time Category Usages 61How Time Categories Work in Time Layouts ....................................................................................................................... 61

How Time Categories Work in a Time Consumer Set ......................................................................................................... 61

How Time Categories Work in a Time Allocation ................................................................................................................ 61

How Time Categories Work in a Time Rules ........................................................................................................................ 62

How Time Categories Work in a Time Rule Set ................................................................................................................... 62

12 Layouts and Time Entry Formats 63Time Layout Sets ........................................................................................................................................................................ 63

Time Layouts ............................................................................................................................................................................... 64

Time Entry, Review, View, Approval Notication, and Calendar Entry Layout Congurations .................................. 66

Additional Time Entry, Review, View, and Approval Notication Layout Congurations ........................................... 67

Time Totals Layout Congurations ........................................................................................................................................ 68

Calendar Entry Layout Congurations .................................................................................................................................. 68

Responsive UI Layout Conguration ..................................................................................................................................... 69

Web Clock Layout Conguration ............................................................................................................................................ 70

Shift Layout Conguration ....................................................................................................................................................... 72

Considerations for Selecting the Time Entry Format ......................................................................................................... 72

Create a Payroll Layout Set That Includes Absence and Override Fields ....................................................................... 73

Layouts and Time Entry Formats FAQ .................................................................................................................................. 76

13 Time Processing Congurations 77Overview of Time Processing Congurations ...................................................................................................................... 77

Best Practices for Creating Time Processing Objects ........................................................................................................ 80

How Many Time Categories and Consumer Sets to Create .............................................................................................. 83

14 Repeating Time Periods 85Repeating Time Periods ............................................................................................................................................................ 85

Examples of Generated Repeating Time Periods ................................................................................................................ 86

Repeating Time Periods FAQ ................................................................................................................................................... 87


15 Time Consumer Validation, Approval, and Transfer 89Time Consumer Sets ................................................................................................................................................................. 89

Considerations for Creating Time Consumer Sets .............................................................................................................. 89

How Default Time Card and Time Entry Approvals Work ................................................................................................. 92

Time Card and Time Entry Approval Conguration ........................................................................................................... 94

Examples of Time Card Approval and Information Notication Congurations .......................................................... 96

Validation and Processing Rules by Time Card Action .................................................................................................... 102

Time Consumer Set FAQ ........................................................................................................................................................ 103

16 Time Formulas and Rule Components 105How Formulas and Time Rule Components Work Together .......................................................................................... 105

Formulas and Types of Time Rule Templates ................................................................................................................... 107

Time Entry Owner and Internal Source in Calculation Rules .......................................................................................... 109

Options to Congure Work Day Denitions ........................................................................................................................ 110

How You Allocate and Assign Employee Time to Cost Segments .................................................................................. 115

How You Congure Database Items to Summarize Time ................................................................................................ 117

17 Rule Templates and Rules 123Options to Congure Time Rule Templates ........................................................................................................................ 123

Formula Parameters in Time Rule Templates and Rules ................................................................................................. 126

Formula Outputs in Time Rule Templates and Rules ....................................................................................................... 128

How You Group Outputs in Calculation Rule Templates and Rules .............................................................................. 129

How You Congure Explanation Text in Time Rule Templates and Rules ................................................................... 130

Processing Order in Time Calculation Rule Sets ................................................................................................................ 132

How You Analyze Processing Details for Time Rules and Rule Sets .............................................................................. 133

Rule Templates and Rules FAQs ............................................................................................................................................ 133

18 Rule Templates and Rules Conguration Procedures 135Create Time Rule Templates .................................................................................................................................................. 135

Create Time Rules ..................................................................................................................................................................... 136

Create Time Rule Sets .............................................................................................................................................................. 137

Create a Rule Template That Calculates the Daily Threshold for Expenditure and Payroll Time Types ................. 137

Create a Rule That Calculates the Daily 8-Hour Threshold for Expenditure and Payroll Time Types .................... 140

Create and Assign a Cost Center, Program, and Fund Time Allocation ....................................................................... 142

Create the Projects and Payroll Time Calculation Rule Set ............................................................................................. 146


19 Time and Compliance Exceptions and Alerts 149Congure Workforce Compliance Checks and Exception Alerts .................................................................................... 149

How You Congure Alert Notications for Time Exceptions .......................................................................................... 150

20 Time Collection Device Congurations 151How You Process Events from Time Collection Devices ................................................................................................... 151

Best Practices for Creating Time Device Processing Objects .......................................................................................... 154

How You Congure Mappings and Mapping Sets for Time Device Events ................................................................. 158

Examples of Mappings for Time Device Events ................................................................................................................ 160

Considerations for Exporting Data to Time Collection Devices ...................................................................................... 162

Shift Limits in Time Processing ............................................................................................................................................. 163

21 HCM Groups 167Overview of Linking Employees and Managers to Time and Labor Objects ............................................................... 167

Membership: Explained ........................................................................................................................................................... 169

How Group Membership Is Evaluated ................................................................................................................................... 171

Dene HCM Groups .................................................................................................................................................................. 173

HCM Groups FAQ ...................................................................................................................................................................... 175

22 Proles for Time Entry, Processing, and Device Processing 177How Time Entry Prole Components Work Together ...................................................................................................... 177

Time Entry Proles ................................................................................................................................................................... 178

How Time Processing Prole Components Work Together ............................................................................................ 180

Enable Change Audit of Time Cards .................................................................................................................................... 183

Time Processing Proles ......................................................................................................................................................... 184

How Time Device Processing Prole Components Work Together ............................................................................... 186

How Time Proles Are Derived ............................................................................................................................................. 188

Compare Time Proles ............................................................................................................................................................ 189

23 Integrations with Absence Management, Payroll, and Projects 191Using Time and Labor with Absence Management ........................................................................................................... 191

Using Time and Labor with Global Payroll .......................................................................................................................... 198

Using Time and Labor with Project Costing ...................................................................................................................... 205

24 Integrations with External Applications 221Import Third-Party Schedules for Employees ..................................................................................................................... 221

Using HCM Extract: Points to Consider ............................................................................................................................... 223


25 Best Practice Congurations for Time Entry and Processing 227Examples of Time Congurations for Hires and Terminations ...................................................................................... 227

Examples of Time Congurations for Terminations and Rehires .................................................................................. 231

Examples of Time Congurations for Time Data Cleanup .............................................................................................. 236


Preface

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Chapter 1Overview

1

1 Overview

Overview of Implementing Time and LaborYou can address simple to complex time reporting for permanent and contingent employees using this rule-based timemanagement application.

• Individuals can report time using time cards, calendar, web clock, or third-party time collection devices, such asbadge and biometric readers.

• Line managers can report, review, and submit time cards for their people, including delegates.

• Time and labor managers can report, review, and submit time for their people using time cards and processesthat generate mass time.

Processes Time Cards Web Clock Third-Party Device

IndividualsLineManagers

Time andLabor Manager

For web clock and third-party devices, the import process validates event-related time data and creates or completestime entries. Time and labor managers resolve any badge and time entry exceptions identied during this validation.

When anyone saves or submits a time card, time entry rules run to validate reported time. Managers resolve anytime entry exceptions identied during this validation. Next, calculation rules run using the time data validated by thetime entry rules. Then, time consumer validation runs for the relevant calculated time data. Finally, time consumeradministrators transfer time data for further processing, such as payroll and project costing. Here's a summary of thisow.


Chapter 1Overview

2

Save and submit time cards

Validate time data, resolve exceptions

Calculate, approve, and transfer time data

Time Cards

Processes

Web Clock

Third-Party Device

Validate time data, resolve exceptions

Create and complete time entries

Time Reporting

Time Reporting

1

2

1

2

3

Time and Labor Task ListsYou access Time and Labor setup tasks in the Setup and Maintenance work area. The tasks are part of the WorkforceDeployment oering, Time and Labor functional area.

If you already implemented Oracle Global Human Resources Cloud, which is required for Time and Labor processing,you have completed many prerequisite tasks. If you pay worked time according to time card entries, you need tocomplete tasks in the Elements and Formulas functional area too. The Implementing Global Human Resources guideexplains these tasks.

You need to show all Time and Labor setup tasks to complete these congurations:

• Time entry

• Time processing

• File processing for time collection devices

Related Topics

• Overview of Time Entry Congurations

• How You Process Events from Time Collection Devices

• Overview of Time Processing Congurations


Chapter 1Overview

3

Workforce Management LookupsBundled lookups make up the values in the change audit, rule classication, and time collection device choice lists. Youcan review and change these lookups according to your needs. Use the Workforce Management Lookups task in thislocation:

• Work area: Setup and Maintenance

• Oering: Workforce Deployment

• Functional area: Time and Labor

Change Audit Reason LookupWhen you enable change auditing for time cards, you can also make people give reasons for their changes. To ensureconsistency, people select their reasons from a choice list with values that come from the ORA_HWM_CA_REASONSlookup type. The selected reasons also show as read-only information in the change audit history of aected timecards.

Rule Classication LookupYou can identify the purpose of each time rule template using the Rule Classication choice list. Here's some examplepurposes:

• Threshold

• Shift premium

• Meal or break

You can add your own classications to the HWM_RULE_CLASSIFICATION lookup type. The tag for each lookup codedetermines which template choice list includes the classication.

Tag Template with the Classication

TAR

Time audit rule templates

TCR

Time calculation rule templates

TDR

Time device rule templates

TER

Time entry rule templates

TSR

Time submission rule templates

WCR

Workforce compliance rule templates


Chapter 1Overview

4

You can't edit the rule-level classication, because it's inherited from the template.

Time Collection Device LookupsYou create a list of your time collection device suppliers, and the events their devices record using these lookups:

Lookup Type Description

ORA_ HWM_ TCD_SUPPLIERS The list of companies supplying your time collection devices. The values in the Supplier choice

list on the Create Time Device Event Mappings page come from this lookup.

Add your suppliers to this lookup before you change the supplier device event lookup. You dothis because the lookup codes for device events need to start with the supplier lookup code.

ORA_ HWM_ TCD_ SUPPLIER_EVENTS

The list of time events recognized by each time collection device supplier, such as Clock In orMeal Out. This lookup makes up the values in the Supplier Device Event choice list on thesepages:

• Create Time Device Event Mappings• Generate Time Events

You need to start these lookup codes with the supplier lookup code. For example, if you have asupplier with the lookup code ABC, start the lookup code for that supplier's device events withABC_.

Related Topics

• How You Congure Mappings and Mapping Sets for Time Device Events

• Enable Change Audit of Time Cards

• How Formulas and Time Rule Components Work Together

• Formulas and Types of Time Rule Templates

Overview of Global Human ResourcesTo start an implementation of Global Human Resources, a user with the Application Implementation Consultant role(ORA_ASM_APPLICATION_IMPLEMENTATION_CONSULTANT_JOB) must opt into the oerings applicable to yourbusiness requirements. Refer to the Oracle Applications Cloud Using Functional Setup Manager guide to manage theopt-in and setup of your oerings.

Workforce Deployment OeringUse this oering to align resources and people with business objectives, and enter and maintain information related topeople, employment, and work structures.


Chapter 1Overview

5

The following table species the primary functional areas of this oering. For the full list of functional areas andfeatures in this oering, use the Associated Features report that you review when you plan the implementation of youroering.

Functional Area Description

Enterprise Prole

Manage geographies, le import, reference data, and data access for users.

Legal Structures

Manage information related to legal entities - jurisdictions, authorities, addresses, registration,and tax prole.

Organization Structures

Manage business units and business unit set assignment.

Workforce Structures

Manage work structures including legislative data groups, enterprise information, locations,departments, divisions, reporting establishments, department, position, and organizationtrees, disability organizations, grades, grade rates, grade ladders, jobs, and positions. You canalso dene seniority dates, collective agreements, and worker unions.

HCM Data Loader

Congure HCM Data Loader and HCM Spreadsheet Data Loader for bulk data loading.Import and load data using HCM Data Loader. Manage access to spreadsheet templates, andcongure spreadsheets to suit business needs.

Workforce Information

Manage your workforce information including banks, actions, assignment statuses, checklisttemplates, document types, and eligibility proles.

Elements and Formulas

Dene elements for base pay, absences, benets, time and labor, and payroll. You can alsodene formulas for specic areas such as payroll calculation.

Payroll

Manage payroll legislations, payroll and time denitions, fast formulas, and rate denitions.

Benets

Congure eligibility proles for checklists.

Absence Management

Congure absence plans, types, categories, certications, and reasons for employees,including formulas, eligibility proles, and rates.

HCM Data Extract

Dene extract denitions for HCM.

Time and Labor

Dene time entry, processing, and device processing congurations, including entry eld andlayouts, time categories and consumers, validation and calculation rules, groups and proles.

Workforce Health and SafetyIncidents

Dene seings for environment, health, and safety.


Chapter 1Overview

6

Related Topics

• Plan Your Implementation

Date-Eective Objects in Scheduling and Time andLaborYou can keep a history of conguration changes for these time and labor objects because they let you set eectivedates for the changes:

• Scheduler Prole

• Time Entry Rule Set

• Worker Time Entry Setup Prole

• Time Calculation Rule Set

• Worker Time Processing Setup Prole

• Time Device Rule Set

• Time Device Processing Prole

Related Topics

• Date Eectivity

• What's the dierence between updating and correcting a date-eective object

• Examples of Updating Date-Eective Objects

• Examples of Correcting Date-Eective Objects

• What happens when I end date an object

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Chapter 2Time Entry Congurations

7

2 Time Entry Congurations

Overview of Time Entry CongurationsYou can address simple to complex time reporting methods with your time entry congurations.

• Individuals can report time using time cards, calendar, web clock, or third-party time collection devices, such asbadge and biometric readers.

• Line managers can report, review, and submit time cards for their people, including delegates.

• Time and labor managers can report, review, and submit time for their people using time cards and processesthat generate mass time.




Congure time entry methods to support your policies by completing these tasks, in the sequence listed, in the Setupand Maintenance work area. They're part of the Workforce Deployment oering, Time and Labor functional area unlessotherwise specied.

Sequence Task Description

1

Elements Functional area: Elements and Formulas

Create the payroll elements required forpayroll processing of time data transferredto the Payroll time consumer.

2

Generate Data Dictionary Time Aributes Associate time aributes stored in the

data dictionary with time card elementsand any absence types enabled for timeentry. These aributes identify the timedata for transfer to the appropriate timeconsumer for processing.

The time card elements, such as Regularand Overtime, make up the choice listfor the Payroll Time Type aribute. Theabsence types make up the choice listfor the Absence Management Typearibute. You use these choice list valueswhen you create time card elds and webclock buons. Time reporters use them



8


when they report time worked and timeo.

3

Generate Time Card Fields

Optionally, generate multiaribute eldsfor the selected legislative data group. Youhave the option to include absence typeswhen dening time card elds.

4

Time and Labor Value Sets Create value sets for your own data

sources, such as choice lists for customtime aributes. For example, you createthe Meal Taken custom time aributewith a data source that contains thesevalues: Breakfast, Lunch, and Dinner.

You can use them with time cards,calendar, web clock, and processes thatgenerate mass time based on businessrequirements. You can't use them withthird-party device les. But, they canstill apply to time cards and time entriescreated and viewed by managers.

5

Custom Time Aributes Create your own time aributes to record

additional time data to meet organization-specic requirements. For example, recordwhether people took Breakfast, Lunch, orDinner meal breaks. Saving a custom timearibute adds it to the data dictionary.

You can use them with time cards,calendar, web clock, and processes thatgenerate mass time based on businessrequirements. You can't use them withthird-party device les. But, they canstill apply to time cards and time entriescreated and viewed by managers.

6

Time Entry Layout Components Create layout components or edit

delivered components, such as theExpenditure Type and Payroll TimeType elds. Layout components letdierent groups of people report timeusing dierent combinations of timeaributes and values. For example, youcongure the Worked Time eld toinclude a Jury Duty option. The optionstores a value for the Payroll Time Typearibute and the Absence ManagementType aribute.



9


You don't create layout components forthird parties with this task. Here's how youcan use the components:

• To congure time card layouts thatmanagers use to resolve device-related time exceptions.

• To congure the approvalnotication layout

7

Time Categories Create time categories that classify the

time entries to use on the time totalstab of various time card and approvalnotication pages. For example, you wantto show totals for all reported StraightTime, Training, and Vacation time for theweek.

8

Time Layout Sets Create a set of dierent layouts for the

various time card, web clock, and scheduleshift pages that individuals and managersuse. To change the appearance of a page,you delete and add layout componentsand set various properties.

You don't create third-party device layoutswith this task. Here's how you can use thelayouts:

• To congure the time card pagesthat managers use to resolvedevice-related time exceptions

• To congure the approvalnotication layout that managersuse to review and approve timecards created from time deviceevents

9

HCM Groups

Congure groups that identify thepeople who share common time entrycharacteristics, such as hourly employeesin the same job and state.

10

Evaluate HCM Group Membership

Build group membership for a specicdate or range of dates. Run this processregularly so that everyone always has theappropriate time entry conguration. During implementation, refresh thegroups that we provide so that you linkeveryone to a default time entry prole.

11

Worker Time Entry Proles

Create time entry proles that directly linkindividuals, and indirectly their managers,to the correct time entry congurations.



10


Also congure time entry access controlsseparately for individuals and managers.For example, let individuals edit their timefor the past 7 days and let managers edittime cards for the past 31 days. While you don't create time entry layoutsfor third-party devices, you do use layoutsto create the time cards that managersreview when xing exceptions.

Related Topics

• How Time Entry Prole Components Work Together

Best Practices for Creating Time Entry ObjectsYou need to create separate worker time entry proles for each unique combination of time entry objects, as shownhere. The more time entry objects that you create, the greater the ongoing maintenance eort. You want to nd abalance between optimizing the time entry experience for your time reporters and the eort required to maintain thatexperience.



11

Here's how the components of the time entry prole work together. The following sections provide some combinationof guidelines, considerations, questions, and examples to help you determine how many time entry objects to create.

Time Attributes

Payroll Absence Management

Project Costing Custom

Time Entry Layout Components

Time Card Fields

Web Clock Buttons

Layout Set

Time Entry, Time View, Time Review

Calendar Entry

Responsive UI

Approval Notification

Shift

Layouts

Web Clock Buttons

Time Category

Worker Time Entry Profile 1

Layout Set A

Group 1

HCM Groups

Custom Time AributesCreate as many custom time aributes as you need for people to record company-specic time information outsideof payroll, absences, and project costing. For example, you want people to record the type of break they take, such asBreakfast or Tea.

Time Entry Layout Components, Time Categories, and Layout SetsYou have many considerations to factor when deciding how many time entry layout components , time categories, andlayout sets to create. For example, when you create layout components, you set a default eld or buon name. Youcan elect to let people override those names when they congure layouts. This approach minimizes the number oflayout components you need to create because you can reuse them in dierent layouts. You create as many layouts asyou need to provide meaningful time entry, review, and approval pages for the people using them. Another topic hasquestions, examples, and comments to help you assess how many of these objects you need.



12

Time Card Access Seings on Time Entry ProlesCreate one prole for each group of people when the dierent groups have these conditions:

• Dierent seings congurations for time card access

• The same seings congurations for time card access for dierent date ranges

If individuals and their managers have the same seings conguration for time card access, with the same date ranges,create one prole per layout set. If subsets of managers have dierent congurations or use dierent date ranges, thencreate one prole for each subset of managers and their people.

HCM GroupsYou associate one or more HCM groups with each prole. Dene separate groups wherever the characteristics areunique across proles or groups of proles. For example, you group people into separate groups for these reasons:

• One group reports only payroll and absence time

• A second group reports project costing, payroll, and absence time

Related Topics


How Many Time Entry Layout Components, Categories,and Layout Sets to CreateUse these questions to help you gure out how many layout components, time categories, and layout sets you need tocreate.

Question Examples and Comments

What type of time do you wantpeople to report?

Examples: Project costing, payroll, absence, a combination, company-specic information

What layout components do peopleuse to report time?

Examples:

• Expenditure type, project ID or name, payroll time type, absence type, and cost centerelds

• Start shift, end shift, and break web clock buons

How frequently do people reporttime with the elds? Regularlyinfrequently, or does frequency varyamong dierent groups?

Example: You have a group of people who regularly reports payroll costing and another groupwho does so infrequently. These congurations support both groups with a single eld andtwo layout sets:

• Time card eld: You add a payroll cost segment as a dependent eld of the Payroll TimeType eld. You congure the dependent eld to appear regardless of the selected valuefor the payroll time type.



13

Question Examples and Comments

• Layout sets:

◦ In one set, you congure the time entry layout so that the cost eld shows as partof the main table.

◦ In another set, you congure the time entry layout so that the cost eld appearsin the entry-level dialog box.

You edit the display name in each layout set to show the name most expected by that group ofpeople.

Should everyone see the same valuesfor the time aribute choice listor only those values that apply totheir time entries? If you plan todierentiate choice list values, howdo you want to do that?

Examples of how you can dierentiate the choice lists:

• Based on assignment• Based on exemptions, such as overtime in the US

Can you lter the choice list values bycreating a value set or using privateview objects delivered by OracleGlobal Payroll Cloud? Do you have tocreate dierent elds?

If you create value sets, you need to create time card elds to use those value sets. You canlimit the number of required value sets by creating table-dened value sets. Use the logic ofthe lter variable to constrain the values available for each person according to values selectedfor the independent time aribute.

You can lter values using values specied for related independent layout components thatappear on the time card or Web Clock. You can also use values from these places:

• The time card itself, such as time period start and end dates• Hidden elds, such as Assignment

Values for hidden elds automatically populate based on these values:

• The person's primary assignment• Values provided for related independent layout components

Should everyone see the same namefor the layout component?

Example: You use the delivered Payroll Time Type time card eld. You want certain people tosee the eld name Type of Hours Worked and other people to see Time Type.

You can change the default display name of appropriately congured layout componentswhen you edit the layouts in a layout set.

Create dierent layout sets for dierent groups of people who use the same layout componentbut with dierent names.

Should everyone see the same timetotals?

Example: You have reservists and you want their reservist time to show in their time totals. Youdon't want to include reservist time totals for people who aren't reservists. Create dierent layout sets for people with time totals from dierent time categories.

Do you want to automatically allocatetime entries to payroll cost segments?If yes, do you want people to seethese allocations?

Example: Allocate the person's daily hours evenly to the 1111 and 2222 departments.

You can create time allocations using just the dependent Payroll Time Type cost aributesand no time entry elds. To view the allocations, you must create the dependent elds and addthem to time card layouts.



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Related Topics



Chapter 3Absence, Payroll, and Project Costing Time Aributes

15

3 Absence, Payroll, and Project Costing TimeAributes

Time AributesA time aribute reects how time is paid, costed, billed, or recorded as an information entry. It also qualies theassociated time event or time entry. Here's how you can use time aributes:

• In the layout components that make up time card, calendar, and Web Clock layouts

• In time calculation rules, categories, and approval rules

Here are examples of time aributes and values delivered by Oracle Global Payroll Cloud , Oracle Project Costing Cloud,and Oracle Absence Management Cloud.

Integrating Application Time Aribute Aribute Description Example Values

Global Payroll

Payroll Time Type

Identies time for payrollprocessing according to thevalue selected

Regular, Overtime, andVacation

Project Costing

Expenditure Type

Identies time for costing andbilling according to the valueselected

Billable and Nonbillable

Absence Management

Absence Management Type

Identies time for absenceprocessing according to thevalue selected.

Paid Maternity and Vacation

Related Topics

• Integrate Absence Management and Time and Labor

• Create Time Card Elements for Time Entries

• Overview of Layout Components for Time Entry

Data Dictionary of Time AributesThe data dictionary is the place with all possible aributes regardless of the source, such as Oracle AbsenceManagement Cloud or Oracle Global Payroll Cloud.

• It includes the primary time aributes for projects, payroll, and absence time. You can load additional payrolland absence time aributes as well as your own custom aributes.



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• It contains metadata that data sources and time consumers use to present time data in a meaningful way. Timeconsumers also use it to process time data appropriately. Here are examples of the metadata:

◦ What aributes to store, such as storing the congured display names of time aributes and aributevalues as alternate names

◦ Where the aributes are physically kept in the repository

◦ How to verify valid values

Related Topics• Integrate Absence Management and Time and Labor• Integrate Global Payroll and Time and Labor• Create Time Card Elements for Time Entries• Overview of Layout Components for Time Entry

Generate Data Dictionary Time AributesAfter you complete the payroll and absence setup tasks, you need to run the Generate Data Dictionary TimeAributes process to create these aributes:

• Payroll-dependent aributes for all element input values, such as rate, rate code, state, and city

• Payroll costing aributes

• Absence reason aributes

You also need to run the Generate Data Dictionary Time Aributes process after changing any time elements.Changes include adding or deleting elements, editing input values, or editing element eligibility records. Failure to runthe process might negatively aect these actions:

• Setup of time card elds

• Validation of payroll time types

• Transfer of time to payroll

Currently, this process doesn't create any aributes for project costing time.

Related Topics• Integrate Absence Management and Time and Labor• Create Time Card Elements for Time Entries• Overview of Layout Components for Time Entry

Time and Labor Units of MeasureYou can create payroll and custom time aributes to store and display quantities as either hours or units.

• Use hours-based time entries to reect how to pay, cost, and bill worked and calculated time. For example:

◦ 8 hours of regular time per work day



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◦ 10 hours of regular time per work day converted by calculation rules into 8 hours of regular time and 2hours of overtime

◦ 7 hours of regular time per work day spent on project A and 1 hour of regular time spent onmiscellaneous administration

◦ 8 hours of regular time per work day for 2 days and 8 hours of absence for 3 days

• Use units-based time entries to assign people a at payment amount. For example:

◦ Pay people 25 USD for each meal taken, up to three meals per day.

◦ Pay people an extra 100 USD for each worked shift where they were in charge and handled related duties.

Here are the units of measure that you can include on various time layouts:

• You can include both hours-based and units-based time card elds on these layouts: time entry, review, view,approval notication, calendar entry, and responsive UI.

• You can use only hours-based time aributes to create the web clock buons on the web clock layout. You canoptionally include hours-based and units-based elds on the web clock layout.

• You can include only hours-based elds for the shift layout.

Related Topics

• Create Custom Time Aributes



18


Chapter 4Custom Time Aributes

19

4 Custom Time Aributes

Overview of Custom Time AributesYou can create custom time aributes to use with people's time cards. You can optionally associate dependentaributes with your independent custom aributes. You use these aributes to store additional, company-specicinformation in the time repository. You can then use this information in rules and reports.

For example, you want to record the type of break people take when they report time for the Break payroll time type.You start by creating a value set with these values to associate with your custom aribute:

• Standard 10-minute break

• Special 15-minute break

• 2 combined 10-minute breaks

• Lunch break

• Combined lunch break and 10-minute break

• Combined lunch with 10-minute breaks to leave early

You then create your custom time aribute, which you can use with the Break time card eld or web clock buon.

Note: Custom time aribute values don't transfer to payroll or project costing.

Value SetsBefore you create your custom time aributes, create at least one value set for each independent and dependent timearibute.

• If your list of values is the same for both the setup tasks and time entry, you can create just one value set. Usethat value set with both the unltered data source and the ltered data source.

• If you want to limit time entry choice lists to valid values for each individual, create both an unltered and altered value set

Aribute CategoriesYou can use aribute categories to group multiple custom time aributes together, to help when people add timeaributes as part of setup tasks. For example, you can use the delivered Custom category to identify time aributes notdelivered as part of the application. You can also use these categories in reports.

Related Topics

• Data Dictionary of Time Aributes

• Data Sources for Layout Components



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Create Value Sets for Time and LaborHere's how you create an unltered value set for your administrators to use during setup tasks, such as creating timecategories or rules. Or you can create a ltered value set for individuals to use when they report time. Use the Time andLabor Value Sets task in the Setup and Maintenance work area. It's part of the Workforce Deployment oering, Timeand Labor functional area.

1. On the Time and Labor Value Sets page, click the Create icon.2. On the Create Value Set page, complete these steps:

a. In the Module eld, select Time and Labor Web Entry Congurations.b. Select one of these validation types: Format Only, Independent, or Table. Typically, you want to use a

table-validated set as the ltered data source for a time card eld.c. Select the appropriate data type for the values in the set.d. For a table-validated value set, use the SQL WHERE clause to add lter variables that limit the valid values

to a subset of values. When you create time card elds, you map these lter variables to time aributesthat limit choice lists to valid values for each individual.

e. Save and close your conguration. The task maintains the values that you want to use in an applicationtable.

Create Values for Value SetsHow you add values to the value set that you just created depends on the validation type:

• Independent validation: On the Create Value Sets page, click Manage Values to add values.

• Table-validated: You don't have to dene or maintain values because they're managed as part of thereferenced table or view.

Related Topics• Overview of Value Sets• Validation Type Options for Value Sets• Considerations for Planning Value Sets

Aribute Categories for Custom Time AributesAn aribute category can include a limited number of time aributes. This limit depends on the data type of the timearibute, as shown here.

Data Type Maximum Number of Time Aributes Supported

Text

40

Number

40

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Data Type Maximum Number of Time Aributes Supported

Date

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If you have more than the specied number of aributes, you need to create another category. To retain therelationship between the categories for reports, you might want to use the same category name with an appendednumber.

You create aribute categories for the ORA_HWM_ATTR_CATEGORY lookup type using the Manage CommonLookups task in the Setup and Maintenance work area. The aribute categories are available for use when you createtime aributes.

Create Custom Time AributesTo create a custom time aributes you use the Custom Time Aributes task in the Setup and Maintenance work area.It's part of the Workforce Deployment oering, Time and Labor functional area.

Creating Time AributesCreate the aribute and any associated dependent aributes.

1. On the Custom Time Aributes page, click the Create icon.2. On the Create Time Aribute page, complete these steps:

a. Enter a name and description.b. Select the classication type, which indicates if the aribute has dependent aributes.c. Select the data type of the aribute. It has to match the data type of the associated value set.d. Optionally, select the unit of measure used for payroll and reporting purposes.e. Select the data source value sets that appear rst in the data source choice lists when your administrators

congure time card elds with these aributes.f. Select an aribute category value to group time aributes for reporting purposes. You create your own

aribute categories as lookup type values.

When you select an aribute category, the data dictionary location that stores the custom time aributeappears. The location value also indicates the number of times this aribute category was used to grouptime aributes.

g. To add dependent time aributes, go to the next section. Otherwise, save your changes and close thepage. Saving your time aribute adds it to the data dictionary.

Add Dependent Time AributesIf you select the classication type With dependent aributes, here's how you add dependent time aributes to yourindependent time aribute.

1. On the Create Custom Aributes page, in the Dependent Time Aributes section, click Create.2. Select the data type. It has to match the data type of the selected data sources.3. Select the data source value sets that need to appear rst in the data source choice lists when your

administrators congure the dependent elds.



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4. Save your changes and close the page. Saving your time aribute and any dependent aributes adds them tothe data dictionary.

Related Topics



Chapter 5Overview of Time Entry Layout Components

23

5 Overview of Time Entry Layout Components

Overview of Layout Components for Time EntryYou specify how a time aribute appears on time card, calendar, or web clock pages and transfers to the time consumerwith these layout components.

Single-Aribute FieldA single-aribute eld has only one time aribute associated with it. For example, Task is a single-aribute eld withthe TaskID time aribute. You use single-aribute elds most frequently with lists of values that are dynamic andupdate automatically as new values are added. Because the list is dynamic, some of the values might not be relevant tothe people reporting time.

Multiple-Aribute FieldA multiaribute eld contains one or more time aributes. It stores multiple values internally, but people see only onevalue. For example, when someone selects the Hours Type value Regular, the save action stores the Regular payrolltime type and Billable expenditure type.

You use multiaribute elds most frequently with payroll time aributes because they're relatively static and, you canchange the name that people see.

You can use a maximum of 20 multiaribute elds across all layouts. So, plan carefully the elds you want to create andthe layouts you want to add them to.

1. Use the allowed actions and HCM groups in each row to create one multipurpose eld.2. Use the eld in various layout sets across many groups of workers and managers.

Web Clock BuonsEach web-clock-buons layout component typically contains multiple web clock buons. Each buon has one or moreaributes. The buon stores the multiple values internally, but people see only one value. For example, when someoneclicks Clock Out, it stores the Out application event and Regular payroll time type.

The create buons page automatically includes the Clock Event time aribute in the buon denition table. Thearibute values are In, In and Out, Out and In, and Out.

Dependent FieldA dependent eld is always a single-aribute eld that's related to an independent eld or buon. Generally, youdetermine dependent time aributes from values of payroll elements, such as rate override and location override, orpayroll costing segments. For example, you congure the eld so that people need to select a Payroll Time Type valuebefore they can select the dependent State value.

When and where the dependent eld appears on the time card or web clock depends on the related independent eldor buon and the availability seing. The availability seing determines whether the eld always appears with theindependent eld or only after people select specic values.

You always dene dependent elds in the context of an independent eld or web clock buon.



24

Related Topics• Time Aributes• Data Dictionary of Time Aributes• Availability Options for Dependent Time Card Fields

Data Sources for Layout ComponentsWhen you dene single-aribute, multiaribute, and dependent elds, you select a ltered data source and an unltereddata source for the specied time aribute. When you dene web clock buons, you select the unltered data source foreach time aribute. Typically, the most appropriate data source is the rst value in the choice list.

Data Source Filters for Time EntryOracle Absence Management Cloud, Oracle Global Payroll Cloud, and Oracle Project Costing Cloud provide ltereddata sources for many of their independent time aributes. They don't provide ltered data sources for many of theirdependent time aributes.

When the ltered data sources include lter variables, you need to select the lter input aribute for each lter variable.A lter input aribute supplies the value that lters the eld data source. For example, the person's assignment IDdetermines their choices for the Payroll Time Type aribute. Filter variable and input aribute value choice lists formultiaribute elds contain all of the values from all of the ltered data sources, for all of the time aributes.

Data Source Filter ExamplesBoth a single-aribute eld and multiaribute eld use the Payroll Time Type time aribute. The multiaribute eldalso uses the Expenditure Type time aribute. Here are the lter variables provided by the ltered data source for eachtime entry eld.

Single-Aribute Filter Variables Multiaribute Filter Variables

• pAssignmentID• pEectiveDate

• pProjectUnitId• pEectiveDate• pAssignmentID• pStartTime• pStopTime

pEectiveDate is included in the Filter Variables choice list only once, even though it'sprovided by the ltered data sources for both time aributes.

Data Source TypesData sources are either private view objects or value sets:

• A private view object is an Oracle component that simplies querying and working with business object rows.Values for private view objects appear on the time card, in the time aribute choice list. Global Payroll providesseparate private view objects for the ltered and unltered data sources.



25

• A value set is a collection of values that appear in the time aribute choice lists. Project Costing provides thesame value set for both the ltered and unltered data sources. You can create value sets to use as choice listsfor any custom time aributes that you create

Related Topics

• Overview of Value Sets

• Validation Type Options for Value Sets

• Overview of Custom Time Aributes

• Create Value Sets for Time and Labor

• How to Set Up the Cost Allocation Key Flexeld

Overview of the Time Entry Layout ComponentConguration ProcessYou use time entry layout components on time cards, calendars, shift dialog boxes, and Web Clock. You create thesecomponents using the Time Entry Layout Components task in the Setup and Maintenance work area. It's part of theWorkforce Deployment oering, Time and Labor functional area.

Note: Before you start, make sure that the payroll and absence time aributes exist in the data dictionary, aswell as any custom time aributes.

Here's the basic process for each page in the guided process.

1. Complete the Field Denition or Buons Denition PageHere's a summary of what you do on the rst page of the guided process:

1. Enter the general properties.2. Congure the time aributes, data sources, and lters for the ltered data source, as appropriate.3. Add and congure each row in the aributes denition table. This step doesn't apply to single-aribute elds.4. Optionally, congure a default eld value.5. Congure the eld-level display properties.

2. Optionally Complete the Dependent Field Denition PageThis optional step is available only if the independent time aribute you selected on the previous page has dependentaributes dened in the data dictionary. Here's what you do on this page of the guided process:

1. Create the dependent eld. Each dependent eld that you create appears as a row in the table on theDependent Field Denition page.

2. Optionally, edit the dependent eld properties, as appropriate.3. Select the data sources for the dependent time aribute and add lters for the ltered data source, as

appropriate.4. Optionally, congure a default value for the dependent eld.

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5. Congure the eld-level display properties for the dependent eld.

You can also create all dependent elds rst, step 1, then select a eld in the table and complete steps 2 -- 5. You keepselecting a eld and completing steps 2 -- 5 until you completely congure all of the dependent elds.

3. Complete the Review PageOn this page of the guided process, you review and save your denition details. If any details aren't right, you can goback and x them before you save the component.

Related Topics

• Best Practices for Conguring General Properties of Time Entry Layout Components

• Congure the Single-Aribute Time Card Field Properties

• Congure the Multiple-Aribute Time Card Field Properties

• Congure the Web Clock Buon Properties

• Congure the Dependent Field Properties


Chapter 6Time Card Fields and Web Clock Buons

27

6 Time Card Fields and Web Clock Buons

Best Practices for Conguring General Properties ofTime Entry Layout ComponentsWhen you create any time entry layout component, congure the general properties according to these best practices.

NameEnter a unique short name, possibly using agreed on abbreviations, such as PTT for payroll time type. This nameappears in the Name choice list on the Edit Layout dialog box, Time Card Matrix page. That choice list shows only therst 15 characters.

DescriptionProvide a concise but complete description of the purpose of the time card eld or web clock buons. It really helpspeople who are conguring time layouts to know which components to add or delete. Here's an example descriptionfor a multiaribute time card eld with dependent elds: Absence and payroll values with dependent meals,department, and US location elds.

Related Topics

• Overview of the Time Entry Layout Component Conguration Process


How You Congure Default Values for Time Card FieldsWhen you create time card elds, you can optionally specify default values for new time entries. The default valueautomatically populates the eld when time cards display it. People add elds to a time card when they open the timecard, add an aribute row, or add an entry. You don't congure default values for web clock buons.

Select the population method for new eld entries from these options:

• No default value: Don't automatically populate the new eld with an entry.

• Specic value: Automatically populate the new eld with the specied value. These sources populate theSpecic Display Value choice list:

◦ For single-aribute elds, the unltered data source that you selected earlier

◦ For multiaribute elds, the display names in the Display Name and Multiple Aribute Denition section

Optionally, populate new entries based on another time card eld. For example, if you select the ExpenditureType time aribute, you can specify to populate new entries based on the Expenditure Type Name aributevalue.



28

• Function: Automatically populate the new eld with the value derived by the selected function, such as Basedon primary assignment. The function uses the ltered data source. This option is available only if functions aredelivered for the time aribute.

Related Topics



Congure Field-Level Display Properties for Time EntryLayout ComponentsThe actual combination of eld-level display properties that you can congure varies by the type of time entry layoutcomponent. For example, you can't congure the Display Type property for web clock buons. Here's how youcongure the display properties:

1. Select the display type, such as Text box, Smart choice list, or Hidden eld. Hidden elds never appear on thetime card.

2. Edit the display name, as appropriate. This name is the default column header of the tables on time card entry,review, view, and approval notication pages. It's also the default eld name on responsive time card pages,Web Clock, and time card and calendar dialog boxes.

Note: To fully render the display name on time card, calendar, and web clock pages anddialog boxes, limit the name to 70 characters or less.

3. Enable or disable override on layouts. Enabling the override lets people set dierent, meaningful display namesin various layout sets that use the same layout component.

4. Specify whether the time card eld is required. Required elds always appear on the page or dialog box.

Related Topics



Congure the Single-Aribute Time Card FieldPropertiesHere's how you congure the time aribute, data sources, and lters for single-aribute time card elds:

1. On the Create Time Card Field: Field Denition page, select the time aribute, such as Payroll Time Type.2. Select the ltered data source and unltered data source for the specied time aribute. Typically, the most

appropriate source for the selected aribute is the rst value in the choice list.3. Add any lters for the ltered data source by selecting the lter variable and corresponding input aributes.

For example, here are the lter variables and lter input aributes provided by the Payroll Time Type aributedata source.



29

Filter Variables Filter Input Aributes

pAssignmentID

Assignment

pEectiveDate

Start Time

Not all ltered data sources have lters.

Related Topics• Time Aributes• Data Dictionary of Time Aributes• Data Sources for Layout Components• Overview of the Time Entry Layout Component Conguration Process• Congure the Dependent Field Properties

Congure the Multiple-Aribute Time Card FieldPropertiesYou create a multiple-aribute time card eld by adding a combination of absence, payroll, and project costing timeaributes as table columns. You select specic aribute values in the table rows.

Add the Time Aributes, Data Sources, and FiltersFirst you create your aribute denition table structure.

1. On the Create Time Card Field: Field Denition page, click Add Time Aribute.2. On the Add Time Aribute dialog box, complete these steps:

a. Set the aribute display sequence to specify where the column appears in the table.b. Select the time aribute, such as Payroll Time Type.c. Select the unltered data source and ltered data source for the specied time aribute. Typically, the

appropriate source is the rst value in the choice list.d. Specify whether the time aribute is required for the denition structure.e. Click OK.

3. Repeat steps 1 and 2 until you add all of the time aributes for this eld denition. Be sure to include theIdentier time aribute so that you can uniquely identify rows that otherwise have the same aribute values.

4. Add any lters provided by the ltered data sources for the time aributes in the aribute denition table. Forexample, these are the lter variables and input aributes provided by the Expenditure Type and Payroll TimeType aribute data sources.


pAssignmentID Assignment



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pEectiveDate

Start Time

pProjectUnitID

Project Unit

pStartTime

Start Time

pStopTime

Stop Time

Add and Congure Each Row of the Aribute Denition TableAfter you nish the aribute denition structure, you complete these steps for each row that you add to the table:

1. Enter the display value that people see in the eld choice list.2. Select the time aribute values that the time repository stores.

Caution: If you use Absence Management and Global Payroll or Project Costing, or allthree, your absence rows need to have values for only absence management aributes. Thisway payroll and project time data routes to the appropriate approvers and transfers to theappropriate time consumers. If you extract time data to use with external applications, youcan combine absence data with payroll or project data, or both.

3. Specify the worker and manager actions allowed for reported time entries. The default action for both is Edit.

◦ When a time aribute value is read-only for everyone, the value appears in only the calculated time. Thevalue doesn't show up in any reported time entries.

◦ Calculated results are always read only for both workers and managers.

◦ Managers with the Time Aribute Full Access privilege can edit reported time values, even if themanager allowed action is Read only.

4. Optionally lter the values that people see by assigning one or more HCM groups. Click the Show All Groupsicon to do this row by row. You can also select multiple rows, and on the Actions menu, select Assign to HCMGroup.

Here's how group assignment aects what values people see in their choice lists.

◦ If you assign groups to specic values, group membership determines if workers and managers can evensee the value in their choice list.

◦ If you don't assign groups to specic values, everyone can see all of the values in their choice list.

Note: You can use HCM groups to lter choice lists only on classic time cards.

Related Topics




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• Congure the Time Type Aribute Field for Combined Absence, Payroll, and Project Costing Entries

• Create the Absence and Payroll Multiple-Aribute Field

Congure the Web Clock Buon PropertiesYou create groups of web clock buons by adding a combination of absence, payroll, and project costing time aributesas table columns. You select specic aribute values in the table rows.

Add the Time Aributes, Data Sources, and FiltersFirst, you create your aribute denition table structure, which automatically includes the Clock Event aribute.

1. On the Create Web Clock Buons: Buon Denition page, click Add Time Aribute.2. In the Add Time Aribute dialog box, complete these steps:

a. Set the aribute display sequence to specify where the column appears in the table.b. Select the time aribute, such as Payroll Time Type.c. Select the unltered data source for the specied time aribute. Typically, the correct value for the

selected aribute is the rst value in the choice list.d. Specify whether the time aribute is required for the denition structure.e. Click OK.

3. Repeat steps 1 and 2 until you add all of the time aributes for the denition of these buons.

Add and Congure Each Row of the Aribute Denition TableAfter you nish the aribute denition structure, you complete these steps for each row that you add to the table:

1. Enter the buon label that people see on Web Clock. For example, Morning Shift, Morning Break,Midmorning Shift, or Lunch.

2. Select the time aribute values, which the time repository stores.

Caution: If you use Absence Management and Global Payroll or Project Costing, or allthree, your absence rows need to have values for only absence management aributes. Thisway payroll and project time data routes to the appropriate approvers and transfers to theappropriate time consumers. If you extract time data to use with external applications, youcan combine absence data with payroll or project data, or both.

Related Topics


• Time Aributes


• Create Shift, Break, and Meal Web Clock Buons




32


Chapter 7Time Card Field and Web Clock Buon Conguration

Examples

33

7 Time Card Field and Web Clock BuonConguration Examples

Congure the Time Type Aribute Field for CombinedAbsence, Payroll, and Project Costing EntriesYou need to congure the delivered Time Type time card eld before delivered layouts for combined absence, payroll,and project costing time can work correctly. To congure the eld, use the Time Entry Layout Component task in theSetup and Maintenance work area. It's part of the Workforce Deployment Oering, Time and Labor functional area.

Add and Congure Each Row of the Aribute Denition TableAdd as many rows as appropriate for the combined time that you want people to be able to report. For this example,complete these steps eight times to add and congure all of the table rows.

1. On the Edit Time Card Field: Field Denition page, click the Add icon.2. Congure the elds for each row, as shown here.

ValueDisplayed onTime Card

ExpenditureType Name

Payroll TimeType

AbsenceManagementType

Identier WorkerAllowedAction

ManagerAllowedAction

Bereavement

Bereavement

Edit

Edit

Vacation

Personal TimeO

Edit

Edit

Paid holiday

Regular US

Edit

Edit

Sick

Sick

Edit

Edit

Regularprofessional

ProfessionalStraight TimeUS

Regular US

RegularProfessionalUS

Edit

Edit

Regularnonbillable

AdministrativeStraight TimeUS

Regular US

RegularAdministrativeUS

Edit

Edit

Overtimebillable

ProfessionalOvertime

Overtime US

OTProfessionalUS

Read only

Edit



Examples

34

ValueDisplayed onTime Card

ExpenditureType Name

Payroll TimeType

AbsenceManagementType

Identier WorkerAllowedAction

ManagerAllowedAction

Overtimenonbillable

AdministrativeOvertime

Overtime US

OTAdministrativeUS

Read only

Read only

After time processing, Absence Management retrieves the aribute values from the rst, second, and fourthrows. Global Payroll transfers the aribute value from the third row. And, Project Costing and Global Payrolltransfer their respective aribute values from the last four rows.

3. Click Next.On the Create Time Card Field: Dependent Field Denition page, you can also dene dependent elds for theindependent Absence Management Type and Payroll Time Type time aributes. Other examples providedetails on how you can create dependent rate, cost segment, and location elds for the independent PayrollTime Type aribute.

4. Click Next.

Review and Save the Denition Details1. On the Create Time Card Field: Review page, review the denition details for the independent and any

dependent elds.2. If you need to, go back and make any necessary changes.3. When the conguration is correct, click Save and Close.4. On the Conrmation dialog box, click OK.

Related Topics• Congure the Multiple-Aribute Time Card Field Properties• Create the Dependent State, County, and City Fields• Create the Dependent Department Field• Create the Dependent Meal Override Rate and Rate Periodicity Fields

Create the Absence and Payroll Multiple-Aribute FieldYou want people to use one time card eld to report payroll and absence time using choice list values that youdetermine. So you can create a multiaribute eld that combines values for the Absence Management Type and PayrollTime Type time aributes. Use the Time Entry Layout Components task in the Setup and Maintenance work area. It'spart of the Workforce Deployment oering, Time and Labor functional area.

Create the Field1. On the Time Entry Layout Components page, click the Create icon.



Examples

35

2. On the Create Layout Component dialog box, select Multiple aribute time card eld.3. Click OK.

Enter the General Properties1. On the Create Time Card Field: Field Denition page, in the Name eld enter AbsencePayrollTime.2. In the Description eld, enter Absence and payroll time with the dependent meal, department, state,

county, and city elds.

Add the Time Aributes, Data Sources, and FiltersTo add both time aributes to the denition structure, repeat step 1 twice.

1. On the toolbar, click Add Time Aribute.a. On the Add Time Aribute dialog box, complete the elds, as shown here.

Field Time Aribute 1 Value Time Aribute 2 Value

Aribute Display Sequence 1

2

Time Aribute Absence Management Type

Payroll Time Type

Filtered Data Source for Time Entry

List of Absence Types for Users

List of Payroll Time Types for Users

Unltered Data Source forSetup Tasks

List of Absence Types forAdministrator

List of Payroll Time Types forAdministrator

b. Click OK.2. On the Create Time Card Field: Field Denition page, click Add Filters.

a. On the Add Time Entry Data Source Filters dialog box, add the lter variables and input aributes, asshown here.

Filter Variable Filter Input Aribute

pAssignmentId

Assignment

pEectiveDate

Start Time

b. Click OK.



Examples

36

Add and Congure Each Row in the Aributes Denition Table1. On the Create Time Card Field: Field Denition page, add rows to the aribute denition and complete the

elds, as shown here.

Display Value AbsenceManagement Type

Payroll Time Type Worker AllowedAction

Manager AllowedAction

Bereavement

Bereavement

Edit

Edit

Jury duty

Jury Duty US

Edit

Edit

Meals Taken

Meals Taken US

Edit

Edit

Military reserve

Military Reserve US

Edit

Edit

Not worked

N/A

Edit

Edit

Public holiday notworked

Holiday US

Edit

Edit

Sick

Sick

N/A

Edit

Edit

Training

Training US

Edit

Edit

Travel

Travel US

Edit

Edit

Vacation

Vacation

Edit

Edit

Worked

Regular US

Edit

Edit

Overtime

Overtime US

Read only

Read only

Congure the Field-Level Display Properties1. In the Display Type eld, select Smart choice list.2. Select Enable override on layouts.3. Click Next.



Examples

37

On the Create Time Card Field: Dependent Field Denition page, you can also dene dependent elds for bothof these independent time aributes. Other examples provide details on how you can create dependent rate,cost segment, and location elds for the independent Payroll Time Type aribute.

4. Click Next.



Related Topics

• Create the Dependent Meal Override Rate and Rate Periodicity Fields


• Create the Dependent Department Field

• Create the Dependent State, County, and City Fields

Create Shift, Break, and Meal Web Clock BuonsYou want people to use Web Clock to report time for 8-hr shifts that include short breaks and a meal break. So youcreate web clock buons that store values for the independent Clock Event and Payroll Time Type aributes. You canreuse the short break buons, so you only create them once. Use the Time Entry Layout Components task in the Setupand Maintenance work area. The task is part of the Workforce Deployment oering, Time and Labor functional area.

Create the Web Clock Buons1. On the Layout Components page, click the Create buon.2. On the Create Layout Component dialog box, select Web clock buons.3. Click OK.4. On the Create Web Clock Buons: Buons Denition page, complete the general properties elds, as shown in

this table.

Field Value

NameClock Events for Payroll Time

DescriptionUses the independent Clock Event and Payroll Time Type aributes, and the dependentDepartment aribute



Examples

38

Enter the General Properties1. On the Create Web Clock Buons: Buons Denition page, in the Name eld, enter 8-Hr Shift Clock Events.2. In the Description eld, enter Uses the independent Clock Event and Payroll Time Type aributes, and the

dependent Department time aribute.

Add the Time Aributes, Data Sources, and Filters1. On the toolbar, click Add Time Aribute.2. On the Add Time Aribute dialog box, complete the elds for the Payroll Time Type time aribute, as shown

here. Use default values unless otherwise specied.

Field Value

Aribute Display Sequence10

Time AributePayroll Time Type

Unltered Data Source for SetupTasks

List of Payroll Time Types for Administrator

Time Aribute RequiredNo

3. Click OK.

Add and Congure Each Row of the Aribute Denition Table1. On the Create Web Clock Buons: Buons Denition page, add rows to the aribute denition and complete

the elds, as shown here.Here's how the Generate Time Cards from Time Collection Device process applies the Payroll Time Typevalue to the Out and In pairs:

◦ It creates the Out event using the Payroll Time Type value associated with the preceding In event.

◦ It creates the In event using the Payroll Time Type value selected in the row.

Buon Label Clock Event Payroll Time Type

Clock In

In

Regular US LDG

Out for Break Out and In Paid Break US LDG



Examples

39

Buon Label Clock Event Payroll Time Type

Back from Break

Out and In

Regular US LDG

Out for Meal

Out and In

Unpaid Meal

Back from Meal

Out and In

Regular US LDG

Clock Out

Out

Regular US LDG

Dene the Display Properties1. On the Create Web Clock Buons: Buons Denition page, in the Display Properties section, select Enable

override on layouts.2. Click Next.

On the Create Web Clock Buons: Dependent Field Denition page, you can also dene dependent elds forthe independent Payroll Time Type time aribute. Other examples provide details on how you can createdependent rate, cost segment, and location elds for this independent time aribute.



Related Topics


• Congure the Web Clock Buon Properties


• Create the Dependent State, County, and City Fields




Examples

40


Chapter 8Dependent Time Card Fields

41

8 Dependent Time Card Fields

Congure the Dependent Field PropertiesYou can dene dependent elds in the optional second step of the guided process to create layout components for timeentry. Before you add dependent elds to multiaribute elds and web clock buons, congure the entire aributedenition table on the Field Denition page. You do this because the aribute values that you select in that table makeup the Independent Aribute Value choice list.

Note: To add dependent elds to a single-aribute payroll eld, duplicate and edit the delivered Payroll TimeType eld. Don't directly edit the delivered eld to avoid possible issues with future upgrades.

You can create and congure dependent elds using either of these methods:

• Create all of your dependent elds and then select each eld in turn to add the data sources and lters.

• Create a dependent eld, add the data sources and lters, and then repeat for the remaining dependent elds.

Create the Dependent FieldHere's how you create a dependent eld:

1. On the Dependent Field Denition page, click the Create buon.2. On the Create Dependent Time Card Field dialog box, complete the general properties:

a. In the Name eld, enter a unique short name, possibly using agreed on abbreviations, such as PTT forpayroll time type. Also, you can select a dependent time aribute from either the general or detailed level.For example, at the general level you can select Rate Amount. At the detailed level, you can select RateAmount for US Regular or Shift Premium. To help with accurate layout congurations, we recommendthat you include an appropriate sux, such as D or G, for example, RateG or DeptOTD.

This name appears in the Name choice list on the Edit Layout dialog box, Time Card Matrix page. Thatchoice list shows only the rst 15 characters.

b. In the Description eld, document the purpose of the dependent eld. Here are some examples:

• Override rate amount to provide as the payroll input value• Override rate amount to provide as the payroll input value for the US Regular time aribute• Department for the reported time• Department for the worked overtime• County for the reported time, provided as the payroll input value• County code for the reported time, provide for the US Hourly costing segment

c. Select the dependent time aribute for the specied independent time aribute, such as Overtime_Cityfor location or Department for payroll costing.

d. Congure the availability of the dependent time aribute:

i. Select the availability of the dependent time aribute. See the Availability Options for DependentTime Card Fields topic for key considerations about these options.

ii. If you select For specic independent time aribute values, add the specic values.3. Click OK.



42

Add the Dependent Time Aribute Data Sources and Add FiltersHere's how you congure the data sources and lters for the selected dependent eld, such as Store Departments:

1. Select the ltered data source and unltered data source for the specied time aribute. Typically, the mostappropriate source is the rst value in the choice list.

2. Add any lters for the ltered data source. Many ltered data sources for dependent absence management,payroll, and project costing aributes don't have lters.

Related Topics• Create the Dependent Department Field• Create the Dependent State, County, and City Fields• Create the Dependent Meal Override Rate and Rate Periodicity Fields

Availability Options for Dependent Time Card FieldsWhen you dene dependent time entry elds, you specify the availability of the dependent eld in relation to theindependent time aribute. You indicate whether it's available with all values of the independent time aribute or justspecic values.

Availability Decision FactorsYour availability selection aects where you can congure the dependent eld on layouts. The selection also aectswhen people see the dependent eld on time cards and Web Clock. Here are some key considerations for when you'redeciding which availability option to select for the dependent eld.

Decision Factor Available for All Independent Values Available for Selected IndependentValues

Can I use the dependent eld on thecalendar?

Yes

No.

When does the dependent eld appear?

It always appears, as congured in thetime card matrix or a dialog box, whenthe layout conguration includes theindependent aribute.

It appears only after the person selectsone of the specied values.

Where can I display the dependent eld onthe time card layout?

• In the matrix• In the dialog box for row-level or

entry-level details• On the calendar dialog box

Only on the dialog box for row-level orentry-level details. You need to add the independent timearibute in the matrix of the layout beforeyou can add the dependent eld.

In what scenarios is each availabilityoption recommended?

When people use the dependent eldfrequently:

When people use the dependent eldinfrequently When you don't want it to ever appear inthe time card matrix or on the calendar



43

Decision Factor Available for All Independent Values Available for Selected IndependentValues

When you want it to appear in the timecard matrix, on the calendar, on WebClock, or a combination

What are the drawbacks of eachavailability option?

The choice list values for the dependenteld might be inappropriate or missing The dependent eld could be availablebut there isn't a corresponding input valueon the payroll element for some of theindependent aribute values

The time card matrix and calendar can'tdisplay the dependent eld

When can I use dependent elds on WebClock?

When the dependent eld applies to alldened web clock buons

When the dependent eld applies to onlyone or a subset of web clock buons

Example of a Dependent Field That's Available after aSpecic Buon Is ClickedYou want people to select a department on Web Clock after they click Transfer.

SetupYou specify that the dependent Department eld is available for only the Transfer buon. You then add theDepartment eld on the web clock layout.

ResultsThe Department eld appears when people click Transfer on Web Clock.

Example of a Dependent Field That's Available AfterSpecic SelectionsYou want people to select a department after they select Overtime in the Payroll Type eld. They use this dependenteld infrequently so you want it to appear only in the dialog box with row-level details.



44

SetupYou specify that the dependent Department eld is available only when people select Overtime for the independentPayroll Time Type aribute.

ResultsIf the people select Overtime, the Department eld appears in the dialog box with row-level details and they can selecta department. If people select Regular, the Department eld doesn't appear anywhere on the page, including dialogboxes, and they can't select a department.

Example of a Dependent Field That's Always AvailableYou want people to always select the department after they select a payroll time type. They should easily nd thedependent eld in the time card matrix or on the calendar.

SetupYou specify that the dependent Department eld is available for all independent Payroll Time Type aribute values.

ResultsThe Department eld always appears in the time card matrix and on the calendar, regardless of the selected payrolltime type. People can always select a department.

Congure Dependent Fields for US Location OverridesYou can let people enter location override information when they report time worked somewhere other than theirnormal work location.

Preparing Time AributesThe location time aributes that we provide have data sources and choice list lters, and transfer to payroll after nalapproval. Here's how you can prepare your own location aributes:

1. Create payroll elements using the Time Card category, with the necessary input values for location bylegislative data group. Use the Elements task in the Elements and Formula functional area.



45

2. Generate the location time aributes using the Generate Data Dictionary Time Aributes task in the Timeand Labor functional area.

Create Dependent Location FieldsYou can capture only a single location level, such as State, or multiple location levels, such as State, County, and City.Set up each location level as a dependent time card eld of the independent Payroll Time Type aribute. Use the TimeEntry Layout Components task in the Time and Labor functional area.

1. Create or edit an independent time card eld that has the Payroll Time Type time aribute.2. Create the dependent eld.

◦ Be sure to set the independent aribute to Payroll Time Type.

◦ Remember, your availability selection determines what display options people have when they conguretime layouts.

3. You can repeat step 2 as many times as needed to create all of the dependent elds rst. Then, add the datasources and lters to each eld. Or, you can create a eld and add the sources and lters before you create thenext eld.

Add Data Sources and Filters to the Location FieldHere's how you add the data sources and lters to the eld selected in the General Properties section:

1. Select the unltered data source and ltered data source for the location aribute.

Location Level Data Source

State

List of values for payroll US state eld for Geocode

County

List of values for payroll US county eld for Geocode

City Filtered: List of values for payroll US city eld for user

Unltered: List of values for payroll US city eld for administrator

2. Add the lter variables and input aributes for the ltered data source. If you use multiple location levels, youcongure the data source lters as shown in this US example.

Dependent Field Filter Variable Variable Input Aribute Available Values forDependent Field

State All values in the State data

source

County

pCodeLevel1

State All counties in the selected

State

City (step 1) pCodeLevel1 State None



46

Dependent Field Filter Variable Variable Input Aribute Available Values forDependent Field

City (step 2)

pCodeLevel2

County All cities in the selected

County in the selected State

Add Dependent Location Fields to the Layout SetAdd the dependent location elds to the appropriate layouts in the layout sets, in the display sequence that makes theappropriate choice list values available. For example, when city values depend on the selected state and county values,you display the State eld rst, followed by County, and then City. If you display the City eld rst, the choice list isempty.

The availability seing that you selected when you create the dependent eld determines your display options in timecard layouts.

Related Topics

• Create Time Card Elements for Time Entries


• Time Layout Sets

Congure Dependent Fields for Labor Costing OverridesYou can let people enter payroll cost information by creating dependent elds for the independent Payroll Time Typetime aribute.

Prepare Costing Time AributesHere's how you prepare cost segment time aributes for use in time card elds.

1. Create payroll value sets using the Payroll Value Sets task.2. Set up the cost allocation key exeld using the Cost Allocation Key Flexeld task.3. Set up the cost allocation key exeld usage to be available at the element entry level.4. Generate the costing time aributes using the Generate Data Dictionary Time Aributes task.

Create Dependent Costing FieldsSet up cost elds as dependent time card elds of the related independent Payroll Time Type time aribute. Use theTime Entry Layout Components task in the Time and Labor functional area.

1. Create or edit an independent time card eld that has the Payroll Time Type time aribute.2. Create the dependent eld.

◦ Be sure to set the independent aribute to Payroll Time Type.



47

◦ Remember, your availability selection determines what display options people have when they conguretime layouts. Here's the appropriate availability selection for legislative data groups that do and don'tshare costing structures.

Shared by LDGs Availability Seing

Yes

You can make the costing structure available to all independent aribute values.

No

You must create multiple dependent elds and specify the independent aributevalues for each dependent eld.

Add Data Sources and Filters to the Cost FieldsHere's how you add the data sources and lters to the eld selected in the General Properties section.

1. Select the unltered data source and ltered data source for the cost aribute. Typically, the most appropriatesource is the rst value in the list.

2. Add the lter variables and input aributes for the ltered data source.

Adding Dependent Costing Fields to the Layout SetAdd the dependent costing elds to the appropriate layouts in the layout set. The availability seing that you selectedwhen you create the dependent eld determines your display options in time card layouts.

Related Topics

• How to Set Up the Cost Allocation Key Flexeld

• Payroll Cost Allocation Key Flexeld Setup


http://www.oracle.com/pls/topic/lookup?ctx=fa20b&id=F3D21028F8DF8187E040D30A688151CB

http://www.oracle.com/pls/topic/lookup?ctx=fa20b&id=B9FAC2B104B979E1E040D30A68814C51



48


Chapter 9Dependent Time Card Field Conguration Examples

49

9 Dependent Time Card Field CongurationExamples

Create the Dependent Meal Override Rate and RatePeriodicity FieldsYou want to let managers override the meal allowance as appropriate, so you create two dependent elds for theindependent Payroll Time Type aribute. The Meal Override Rate eld let's them override the person's default rate.The Meal Rate Periodicity eld ensures proper processing after the overridden rate transfers to Global Payroll. Bothelds use the units-based Meals Taken element created in another example.

Create the Dependent Rate FieldsTo create both dependent elds, complete steps 1 -- 2 twice, once for each eld.

1. In the General Properties section, click the Create icon.2. On the Create Dependent Time Card Field dialog box, complete these steps:

a. In the Name eld for the rst eld you're creating, enter MealOvrrdRt. For the second eld you'recreating, enter MealRtPdcty.

b. In the Independent Time Aribute eld, select Payroll Time Type.c. In the Dependent Time Aribute eld, click Search.

i. On the Search and Select: Time Aributes dialog box, in the Name eld, enter Rate. The defaultsearch results level is General, which is what you want for these aributes.

ii. In the search results section, select Rate Amount of the collection InputValue.iii. Click OK.

d. On the Create Dependent Time Card Field dialog box, enter the description.

Dependent Field Description

MealOverrdRt

Override the default meal allowance

MealRtPdcty

Rate periodicity for the meal allowance override rate

e. In the Availability section, select For specic independent time aribute values.f. In the Independent Time Aribute Value eld, select Meals Taken.g. Click OK.

3. Repeat steps 1 -- 2 once, to create the second dependent meal aribute.



50

Dene the Data Sources and Display PropertiesRepeat steps 1 -- 5 twice, once for each dependent eld.

1. In the General Properties section, select the dependent eld that you haven't dened yet.2. In the Filtered Data Source for the Time Entry eld, select Default format value set for number. This data

source doesn't have any lters to add.3. In the Unltered Data Source for Setup Tasks eld, select Default format value set for number.4. In the Display Type eld, select Text box.5. In the Display Name eld for MealOvrrdRt, enter Meal Override Rate. For MealRtPdcty, enter Meal Rate

Periodicity.6. For MealOvrrdRt, select Enable override on layouts.7. For MealOvrrdRt, in the Required on the Time Card eld, select No.8. Repeat steps 1 -- 5 once, to dene the dependent MealRtPdcty eld.9. Click Next to open the Review page.

Related Topics• Create the Units-Based Meals Taken Element for Time Entries• Congure the Dependent Field Properties• Availability Options for Dependent Time Card Fields• Congure the Time Type Aribute Field for Combined Absence, Payroll, and Project Costing Entries• Create the Absence and Payroll Multiple-Aribute Field

Create the Dependent Department FieldCertain groups of people can work in dierent departments during their shifts and you want to track the time they workin each department. So, you create a dependent Department cost segment eld for the independent Payroll TimeType aribute. You already created this cost segment as part of your Global Payroll setup.

Create the Dependent Cost Field1. In the General Properties section, click the Create icon.2. On the Create Dependent Time Card Field dialog box, complete these steps:

a. In the Name eld, enter Department.b. In the Independent Time Aribute eld, select Payroll Time Type.c. In the Dependent Time Aribute eld, click Search.

i. On the Search and Select: Time Aributes dialog box, in the Name eld, enter Depart. The defaultsearch results level is General, which is what you want for this aribute.

ii. In the search results section, select Department in the Cost costing collection.iii. Click OK.

d. On the Create Dependent Time Card Field dialog box, in the Description eld, enter Department wherethe time was worked.

e. In the Availability section, select For all independent time aribute values.



51

f. On the Warning dialog box with the message that the dependent eld always appears on the time cardwith the independent aribute, click Yes.

g. On the Create Dependent Time Card Field dialog box, click OK.

Dene the Data Sources and Display Properties1. On the Create Time Card Field: Dependent Field Denition page, in the Filtered Data Source for Time Entry

eld, select the rst source. This data source doesn't have any lters to add.2. In the Unltered Data Source for Setup Tasks eld, select the rst source.3. In the Display Type eld, select Smart choice list.4. Select the Enable override on layouts option.5. In the Required on the Time Card eld, select No.6. Click Next to open the Review page.

Related Topics• Congure the Time Type Aribute Field for Combined Absence, Payroll, and Project Costing Entries• Create the Absence and Payroll Multiple-Aribute Field• Availability Options for Dependent Time Card Fields• Congure the Dependent Field Properties

Create the Dependent State, County, and City FieldsCertain groups of people regularly travel among regional locations, even crossing state lines and you want them toidentify where they worked their reported time. So, you create the dependent State, County, and City location elds forthe independent Payroll Time Type aribute.

Create the Dependent Location FieldsTo create all of the dependent location elds, complete steps 1 -- 2 three times, once for each eld.

1. In the General Properties section, click the Create icon.2. On the Create Dependent Time Card Field dialog box, complete these steps:

a. In the Name eld, enter the name of the current location eld that you're creating, either State, County,or City.

b. In the Independent Time Aribute eld, select Payroll Time Type.c. In the Dependent Time Aribute eld, click Search.

i. On the Search and Select: Time Aributes dialog box, in the Name eld, enter the current aributename, either State, County, or City. The default search results level is General, which is what youwant for these aributes.

ii. In the search results section, select the dependent time aribute for the current eld, either State,County, or City, that's in the InputValue collection.

iii. Click OK.d. On the Create Dependent Time Card Field dialog box, enter the description.



52

Dependent Field Description

State

State where the hours were worked

County

County where the hours were worked

City

City where the hours were worked

e. In the Availability section, select For all independent time aribute values.f. On the Warning dialog box with the message that the dependent eld always appears on the time card

with the independent aribute, click Yes.g. On the Create Dependent Time Card Field dialog box, click OK.

3. Repeat steps 1 -- 2 twice, to create the dependent County and City aributes.

Dene the Data Sources, Filters, and Display PropertiesHere's how you dene the data sources and display properties for the location elds on the Create Time Card Field:Dependent Field Denition page.

1. In the General Properties section, select the dependent eld that you haven't dened yet.2. Select the ltered data source for time entry.

Location Level Filtered Data Source

State


County


City

List of values for payroll US city eld for user

3. For the County and City elds, click Add Filters. The State eld doesn't have any lters.a. On the Add Time Entry Data Source Filters dialog box, complete these steps for both the County and

City elds:

i. In the Filter Variable eld, select pCodeLevel1.ii. In the corresponding Filter Input Aribute eld, enter State.

iii. Press Enter.iv. On the Search and Select: Time Aributes dialog box, complete these steps:

a. In the Collection eld, select Payroll input value.b. Click Search.c. In the search results section, select State.



53

d. Click OK.b. On the Add Time Entry Data Source Filters dialog box, complete these steps for the City eld:

i. In the Filter Variable eld, select pCodeLevel2.ii. In the corresponding Filter Input Aribute eld, enter County.

iii. Press Enter.iv. On the Search and Select: Time Aributes dialog box, complete these steps:

a. In the Collection eld, select Payroll input value.b. Click Search.c. In the search results section, select County.d. Click OK.

c. On the Add Tim Entry Data Source Filters dialog box, click OK.4. On the Create Time Card Field: Dependent Field Denition page, select the unltered data source for setup

tasks.

Location Level Unltered Data Source

State


County


City

List of values for payroll US city eld for administrator

5. In the Display Type eld, select Smart choice list.6. In the Required on the Time Card eld, select No.7. Repeat steps 1 -- 6 until you dened the data sources and display properties for all three location elds.8. Click Next to open the Review page.

Related Topics

• Congure the Time Type Aribute Field for Combined Absence, Payroll, and Project Costing Entries

• Create the Absence and Payroll Multiple-Aribute Field

• Availability Options for Dependent Time Card Fields




54


Chapter 10Entries to Use in Time Totals and Processing

55

10 Entries to Use in Time Totals andProcessing

Time CategoriesA time category has conditions that the time entry must meet to be included. A category can include only hours-basedor units-based time entries, or both. For example, the delivered All Payroll Entries time category includes all timeentries with Payroll Time Type aribute values, regardless of their units of measure.

You can congure a single condition, compound conditions, or both. Here are two examples:

1. A units-based category includes any time entry with the Payroll Time Type aribute value Meals Taken2. An hours-based category includes any time entry with these specic Payroll Time Type aribute values:

Regular US or Training US or Travel US

You can include other time categories in a category as long as they have the same unit of measure. Here's an example:

• The hours-based Statutory Time for OT category identies entries with these specic Payroll Time Typearibute values: Regular US or Training US or Travel US.

• The hours-based Union Time for OT category includes the Statutory Time for OT category. It also hasanother OR condition that identies entries with the Payroll Time Type aribute value Jury Duty US.

You create categories using the Time Categories task in the Setup and Maintenance work area. It's part of theWorkforce Deployment Oering, Time and Labor functional area.

Condition Components in Time CategoriesA time category condition has a time aribute, value type, and operator.

• The time aribute identies the type of time, such as Payroll Time Type, Task, and Expenditure Type. Theunit of measure that you select lters the available time aributes.

• The value type is the classication of the time category value. You can use these value types to dene timecategories.

Value Type Description

Any value

Include the time entries that have any value for the time aribute in the category.

Blank value

Include the time entries that have no value for the time aribute in the time category.

Specic value

Include the time entries that have the specied value for the time aribute in the timecategory.

Value set

Include the time entries that have an aribute value that's in the specied value set, in thetime category.



56

Value Type Description

To see only aribute values that can be saved and used in balance denitions and reports, select Track Usage.

• The operator lets you combine multiple conditions to further ltered the time entries to include in the category.Use an AND operator to include entries only if both conditions are met. Use an OR operator returns to includeentries if either condition is met.

Compound and Grouped Conditions in Time CategoriesYou can use parentheses and operators to create compound and grouped conditions in time categories.

• Connect two or more conditions using the logical AND or OR operations to create a compound condition

• Group two or more conditions inside parentheses to form a separate statement, or group, within a compoundcondition

• Group a condition within another grouped condition

For example, you create a time category that includes a compound condition with these components and values:

Component Value

Single condition

(Payroll Time Type = Regular)

Logical operator

AND

Grouped condition

(Expenditure Type = Overtime OR Expenditure Type = Billable)

The time category includes all of the time entries that match the rst condition and either of the two groupedconditions.

Create a Units-Based Time Category for Meals TakenThis example shows how to create a time category. It identies the Payroll Time Type time aribute value Meals TakenUS for use in rules that calculate meal allowances and reports.



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Creating the Units-Based CategoryUse the Setup and Maintenance work area, Workforce Deployment Oering, Time and Labor functional area.

1. In the Time and Labor area, click Time Categories.2. On the Time Categories toolbar, click the Create icon.3. On the Create Time Category page, complete these steps:

a. Complete the elds, as shown in this table.

Field Value

Name

Meals Taken US

Description

Identies the time entries with the associated Payroll Time Type aribute value ofMeals Taken US

Track Usage

Yes

UOM

Units

b. Complete the condition row, as shown in this table.

Time Aribute Value Type Aribute Value

Payroll Time Type

Specic Value

Meals Taken US

c. Click Save and Close.d. On the Conrmation dialog box, click OK.

Create Time Categories for Overtime CalculationsThis example shows how to create two time categories that identify specic values for the Payroll Time Type aribute,for use in rules that calculate overtime. The Statutory Time for OT category identies time entries with these aributevalues: Regular US, Training US, and Travel US. The Union Time for OT category identies time entries with thosesame aribute values as well as Jury Duty US. The Union Time for OT category embeds and builds on the StatutoryTime for OT category.



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Creating the Category Statutory Time for OTUse the Time Categories task in the Setup and Maintenance work area, Workforce Deployment oering, Time andLabor functional area.

1. On the Time Categories page toolbar, click the Create icon.2. On the Create Time Category page, complete these steps:


Field Value

Name

Statutory Time for OT

Description

Identies time entries with the Regular US LDG, Training US LDG,and Travel US LDG values for the associated Payroll Time Typearibute

UOM

Hours

b. Complete two condition rows, as shown in this table.

Time Aribute Value Type Aribute Value Operator

Payroll Time Type

Specic Value

Regular US

OR

Payroll Time Type

Specic Value

Training US

OR

Payroll Time Type

Specic Value

Travel US

N/A

c. Select the newly created condition rows.d. On the toolbar, click the Add Parentheses icon.e. Click Save and Close.f. On the Conrmation dialog box, click OK.

Creating the Category Union Time for OT1. On the Time Categories page toolbar, click the Create icon.2. On the Create Time Category page, complete these steps:




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Field Value

Name

Union Time for OT

Description

Identies time entries with the Regular US, Training US, TravelUS, and Jury Duty US value for the associated Payroll Time Typearibute

UOM

Hours

b. On the toolbar, click the Embed a Time Category icon.c. On the Embed Time Category dialog box, complete these steps:

i. In the Time Category Name eld, select Statutory Time for OT.ii. Click OK.

d. On the Create Time Category page, in the Travel US LDG row, select the OR operator.e. Add the fourth condition, as shown in this table.

Time Aribute Value Type Aribute Value

Payroll Time Type

Specic Value

Jury Duty US

f. Press and hold Ctrl and select the blank rows.g. On the toolbar, click the Delete icon.h. Click Save and Close.i. On the Conrmation dialog box, click OK.

Time Category FAQs

Can I ungroup a time category condition from a group?Yes. Select any one of the conditions in that group and click the Remove Parentheses icon to ungroup all of theconditions. You can then regroup conditions as appropriate.

How can I embed an existing time category in a new category?Use the Embed Time Category icon to insert the condition of an existing time category. The embedded categoryappears in read-only format, along with its time aributes and aribute values.



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Chapter 11Time Category Usages

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11 Time Category Usages

How Time Categories Work in Time LayoutsYou can provide relevant hours-based and units-based totals on time entry, review, view, approval notication, andresponsive UI layouts. You do this by adding time categories on the Time Totals tabs. On the responsive UI layout, youadd them on the initial section. For example, you have a group of people who want to see these totals on each of theirtime cards:

• Reported Regular hours

• Calculated Overtime hours, if any

• Reported On Call Allowance units

You can change the name that people see for each category on the layout to names that are meaningful to them. Forexample, on one layout, calculated overtime is Overtime. On another layout, it's Premium Time.

How Time Categories Work in a Time Consumer SetYou need to select a time category for each time consumer that you select in a time consumer set.

• Which time entries the time consumer validation rules apply to

• Which time entries make up the time data transferred to the time consumer.

Typically, you use the delivered All Project Entries and All Payroll Entries time categories with these respect timeconsumers: Project Costing and Payroll. The All Payroll Entries time category includes both hours-based and units-based time data.

Related Topics

• Time Categories

• Time Consumer Sets

• Considerations for Creating Time Consumer Sets

How Time Categories Work in a Time AllocationYou need to select a time category for every source that you include in a time allocation. The time category determineswhich time entries the time calculation rule with the allocation uses to calculate the corresponding allocation outputs.For example, allocate all time entries with a payroll aribute value of Regular as follows:

• 25 percent to department 1001




Chapter 11Time Category Usages

62

You can use only hours-based time categories in time allocations.

Related Topics

• Time Categories

• How You Allocate and Assign Employee Time to Cost Segments

How Time Categories Work in a Time RulesWhen you create time rules, you select the time category that determines which time entries to use in validations,calculations, and submissions. Here are examples of what the time category determines:

• The end and start entries to compare with the dened rest period

• The entries to compare with the person's total scheduled hours

• The entries to allocate across the specied cost segments

• The entries to use when dividing reported daily or period time by the specied threshold value to calculateregular and overtime hours

• The entries that cause the rule that automatically saves or submits the time card to run

Related Topics



• Time Categories

• Create Time Categories for Overtime Calculations

• Create a Units-Based Time Category for Meals Taken

How Time Categories Work in a Time Rule SetWhen you create a time rule set, you can optionally select a time category for one, multiple, or all time rule set members.You want to add time categories at this level only when the category criteria apply to the entire time card. For example,you set the Statutory Time for OT time category on the rule set member.

• Time cards that contain entries for only Regular US, Training US, and Travel US cause this rule set member torun.

• Time cards with dierent, or additional entries don't cause this rule set member to run.

Related Topics


• Time Categories

• Create Time Categories for Overtime Calculations

• Create a Units-Based Time Category for Meals Taken


Chapter 12Layouts and Time Entry Formats

63

12 Layouts and Time Entry Formats

Time Layout SetsYou determine the appearance of time cards, calendars, Web Clock, and shift pages and dialog boxes by generating andediting a collection of layouts. You also determine the time entry identiers used in change audits.

You generate dierent layout sets for groups of people with dierent requirements. Here's a summary of how timeaributes, layout components, and categories make up these layout sets. It also shows how time entry setup prolesassociate the layout sets with people using HCM groups.

Time Attributes




Time Card Fields

Web Clock Buttons

Layout Set


Calendar Entry

Responsive UI


Shift

Layouts

Web Clock Buttons

Time Category


Layout Set A

Group 1

HCM Groups

The proles ensure that people and their managers see only those time card elds and web clock buons that arerelevant to them.



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The delivered layout sets available for use in time entry proles are:

• Projects and Payroll Layout Set

• Projects Team Membership and Payroll Layout Set

• Projects Layout Set Filtered by Project Team Members

• Payroll Layout Set

• Projects Layout Set

Here's how you create your own layout set, using the Layout Sets task in the Time Management work area:

1. Select any additional layouts that are appropriate.2. Select one or more time consumers and generate a set of delivered layouts for the time consumers. You can't

delete layouts from a layout set.3. Congure the generated layouts.

Related Topics

• Overview of Time Entry Congurations



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Time LayoutsEach time layout set that you generate includes essential layouts and any selected optional layouts.

Time Attributes




Time Card Fields

Web Clock Buttons

Layout Set


Calendar Entry

Responsive UI


Shift

Layouts

Web Clock Buttons

Time Category


Layout Set A

Group 1

HCM Groups

Time Entry, View, Review, Approval Notication, and CalendarEntry LayoutsThe worker versions of these layouts are essential layouts and are automatically included in all layout sets. When yousave your congurations to the time entry layout, you have the opportunity to apply your edits to all related layouts.You can then edit the other layouts to rene their congurations as appropriate for your policies.



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These versions are available to all individuals when the HWM_WORKER_RESPONSIVE_PAGES_ENABLED proleoption isn't enabled. Here's what happens when the prole option is enabled.

• Only time and labor managers can see the time entry, review, view, and approval notication layouts.Individuals see the responsive UI layout.

• The generated layout set doesn't include the calendar entry layout.

Manager LayoutsManager versions are available for all layouts except the calendar entry and web clock layouts. The manager versionsare optional and included in layout sets only when you select the additional layout Manager.

When you don't select the Manager option, managers get the worker layout congurations. When you do includethe manager versions of the layouts, they automatically inherit your worker congurations. You can optionally makeadditional edits to manager versions that individuals don't see, or see as read-only.

Responsive UI LayoutThe responsive UI layout consolidates time entry, review, and view layouts. It's an optional layout that's included inlayout sets only when you select the additional layout Responsive UI.

• Individuals see responsive time cards only after the HWM_WORKER_RESPONSIVE_PAGES_ENABLED proleoption is enabled.

• Line managers see the responsive time cards for their teams only after theHWM_MANAGER_RESPONSIVE_PAGES_ENABLED prole option is enabled.

• Time and Labor managers see the responsive time cards for their client groups only after theHWM_TIME_AND_LABOR_MANAGER_RESPONSIVE_PAGES_ENABLED prole option is enabled.

Shift LayoutThe shift layout is optional and included in layout sets only when you select the additional layout Shift.

• The manager version lets you identify time aribute values that time and labor managers can congure whenthe create and edit shifts.

• The worker version identies the time aributes and values that individuals see when they view shift details.

Web Clock LayoutThe web clock layout is optional and included in layout sets only when you select the additional layout Web clock. Nomanager version exists for this layout.



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Time Entry, Review, View, Approval Notication, andCalendar Entry Layout CongurationsThe time entry, review, view, and approval notication layouts are essential layouts and are automatically included inall layout sets. The calendar entry layout is included only when you don't select the additional layout Responsive UI.Congure these layouts using the Layout Sets task in the Time Management work area.

Time Card FieldsYou can replace the default elds and add additional elds that you want to appear on the time card. Also modifydisplay names. If you want the complete names to appear, limit them to 70 characters or less. The display namesappear here:

• On existing time card pages in the Time work area

• On the Report Time dialog box opened from the Time work area calendar

• On team time card pages in the Time Management work area

• As column headers in the time entry and calculated time tables

The sequence of the elds is important for data lter dependencies. For example, your layout includes location elds.You need to select a state before you can select a county. And, you need to select the county before you select a city.

You can select the elds that together uniquely identify time entries on change audit dialog boxes. People open thesedialog boxes from classic time cards and see these elds and their values for each changed time entry.

On the time review layout, you can also whether to display the owner and entry source as column headers on timereview pages.

Time Entry PropertiesHere are the time entry properties that you can congure. The specic properties vary by the layout that you're editingand apply to the pages and dialog boxes that the layout denes.

• Enable the entry of negative time and time spanning midnight

• Display the unit of measure column and the option to highlight overtime periods

• Specify the time entry and date formats as well as the precision of time display using decimal places.

Related Topics• Availability Options for Dependent Time Card Fields

Additional Time Entry, Review, View, and ApprovalNotication Layout CongurationsHere's additional edits that you can make to the time entry, review, view, and approval notication layouts. On the EditLayout dialog box, click Next to move from one page of the guided process to the next.



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Row-Level DetailsYou can add elds that you want people to see in a separate, row-level dialog box. They open this dialog box from thetime entry, review, view, and approval notication pages. For example, you congure the Additional Aributes dialogbox to include the dependent Department eld whenever someone selects Premium in the Time Entries table.

You can modify the display names so that they're meaningful to the people who use the layout. If you want people tosee the whole name, limit each name to 70 characters or less.

CommentsSpecify whether the time card pages should include the Comments column. Further specify if the column should be inthe Time Entry and Calculated Time tables or on the entry-level details dialog box.

Entry-Level DetailsAdd elds that you want people to see in a separate, entry-level dialog box. They open this dialog box from the timeentry, review, view, and approval notication pages. You can modify the display names so that they're meaningful to thepeople who use the layout. If you want people to see the whole name, limit each name to 70 characters or less.

On the time review layout, you can also specify whether to display the owner and source columns. This informationcan be useful to who report time with multiple methods, such as badge reader, Web Clock, and time card. It can also beuseful to managers who review time cards with time entries from various owners and sources. Examples of time entryowners are WFM or Web Clock. Examples of internal sources are Manager entry, Absence entry, or Calculated entry.

Related Topics


Time Totals Layout CongurationsHere's what you can edit for the Time Totals tabs on the time entry, review, view, and approval notication layouts.

• Hours: You can add time categories measured in hours. The Time Totals tab of classic time card pages showsthe hours-based time totals for the specied time categories.

• Units: You can add time categories measured in units. The Time Totals tab of classic time card pages shows theunits-based time totals for the specied time categories.

On both Hours and Units pages, you can also modify the category display names to make them meaningful to thepeople who use the time cards. And, you can congure time entry properties.

Related Topics




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Calendar Entry Layout CongurationsHere's what you can edit on the calendar entry layout.

Drag and Drop ValuesYou can select up to ve eld values to display at the top of the calendar page in the Time work area. If you want peopleto see the whole eld name, limit each name to 70 characters or less.

Time TotalsOptionally, select the time category that identies the time entries to include in overtime calculations. The totalcalculated overtime hours appear on the overtime bar of the calendar page in the Time work area.

You can also specify the precision, in decimal places, to use when displaying time on the calendar page.

Related Topics• Availability Options for Dependent Time Card Fields

Responsive UI Layout CongurationThe responsive UI layout consolidates time entry, review, and view layouts. It's an optional layout that's only includedin layout sets when you select the additional layout Responsive UI. You congure the responsive UI layout using theLayout Sets task in the Time Management work area.

Top SectionYou can edit the various sections to make congurations changes. You make these edits in the top section of the timecard:

• Specify whether to show the start time associated with the individual through the work day denitionassignment, if any.

• Show only the delivered time categories that you want to and add additional categories to provide relevanttotals for reported and calculated time.

• Optionally modify the display name and time entry properties. Include the unit of measure in display names, asappropriate.

Your edits aect the rst section of the responsive time card page when people show details.

Entries SectionWhen individuals open a responsive time card page, by default they see the Reported Time tab and either summarizedor all entries. When managers open a responsive time card, by default they see the Calculated Time tab. In the Entries



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section, you can specify which view individuals and managers see by default when they open their responsive timecards. Keep in mind that the Add buon appears on only the Reported Time tab.

On the Reported Time and Calculated Time tabs of the layout, you can also edit elds and entry properties:

• Replace the default elds and add additional elds that you want to appear on the responsive time card. Alsomodify display names. If you want the complete names to appear, limit them to 70 characters or less.

The sequence of the elds is important for data lter dependencies. For example, your layout includes locationelds. You need to select a state before you can select a county. And, you need to select the county before youselect a city.

• Select the elds you want to use as time entry identiers to group summarized entries. You can also select theelds that you want to appear in the expandable Additional Aributes entry area.

• Optionally, enable people to enter negative time and time that spans midnight. Specify whether to show unitsof measure and if and where to include comments. Also set the time entry format and precision.

• Instead of leing people edit their time cards directly, let them request changes to their time and correspondingaributes. People edit their time data for the enabled elds when they open the Request Change page using theRequest Change action.

• Specify whether to display the entry owner and internal source. This information can be useful to who reporttime with multiple methods, such as badge reader, Web Clock, and time card. It can also be useful to managerswho review time cards with time entries from various owners and sources. Examples of time entry owners areWFM or Web Clock. Examples of internal sources are Manager entry, Absence entry, or Calculated entry.You can also modify display names. If you want the complete names to appear, limit them to 70 characters orless.

On the responsive time card page, here's what the elds you congured do:

• Form the entries on the Reported Time and Calculated Time tabs

• Group time entries in summary views

• Appear in the expandable Additional Aributes entry area

Comments appear as part of responsive Time Card page entries and expanded Additional Aributes area.

Related Topics


Web Clock Layout CongurationYou can optionally let individuals report time and view daily time events using Web Clock. You congure the web clocklayout using the Layout Sets task in the Time Management work area.



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Web Clock Layout CongurationYou can edit the layout to make these conguration changes.

Conguration Options Usage Description

Hide or show seconds on the clock

The digital clock appears on the web clock page with or without seconds showing.

Enable the buon logic rule

Individual either can or can't click earlier buons after they click a buon later in the sequence.

Enable viewing of daily time events

Individuals either can or can't see the corresponding time events in the Daily Time Eventssection right after they click a buon. When enabled, they can see the events for the currentday and day-by-day for up to 7 previous days.

Specify whether to use device orserver time

When individuals' layouts are congured to use device time, validate whether the device time iswithin the allowable dierence with server time. If it isn't, then the time event uses server timeand saves the device time as additional event information.

Enable editing of clock time withchange request

Instead of leing individuals edit their time cards directly, let them request changes to theirtime and corresponding aributes.

BuonsYou add the buons that you want to include on the Web Clock page and optionally select an icon for each buon. Youcan also modify the display label. If you want all of the label text to show, limit the labels to 70 characters or less.

Individuals see these buon labels and icons on their Web Clock. The device that they use to open Web Clockdynamically determines how many buons they see per row. For example, if they open Web Clock on theirsmartphones, they probably see one buon per row in portrait mode. If they use a tablet in landscape mode, they mightsee three or four buons.

Time Card FieldsOptionally, you can add any time card elds that individuals need to complete. And again, you can modify the displaynames. If you want all of the names to show, limit them to 70 characters or less.

Caution: When the selected web clock buons and elds have the same time aributes, the time repositorystores the eld value and ignores the buon value.

The sequence of the elds is important for data lter dependencies. For example, your layout includes location elds.You need to select a state before you can select a county. And, you need to select the county before you select a city.



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Individuals see these elds on their Web Clock, in addition to the buons. They and their managers also see these eldson the corresponding pages of the time cards generated from the clock events.

If individuals submit change requests instead of directly editing the corresponding time card, you also identify theelds where they can change the values. Individuals can edit their time data for the enabled elds when they open theRequest Change page from Web Clock.

Related Topics


Shift Layout CongurationYou can optionally include time aributes on people's shifts by adding time card elds to the shift layout. For example,you want to include the Department and Payroll Time Type aribute values for the shifts that use this layout. You canalso modify the display labels. If you want all of the names to show, limit them to 70 characters or less. Use the LayoutSets task in the Time Management work area.

The sequence of the elds is important for data lter dependencies. For example, your layout includes location elds.Managers need to select a state before they can select a county. And, they need to select the county before they select acity.

Managers can enter values for these elds when they create shifts in the Time Management work area. Individuals seethe values that their managers entered when they view shift details for their team schedule in the Time work area.

Related Topics


Considerations for Selecting the Time Entry FormatYou can specify whether people enter time as number of hours, start and stop times, or both hours and times when youcongure time layouts. You need to include the correct formats in the layouts to ensure the accuracy of reported andcalculated time. You congure the layouts using the Layout Sets task in the Time Management work area. You specifythe time entry format on the Edit Layout dialog box, in the Time Entry Properties section.

Time Entry FormatsHere are the available time entry formats.

Time Entry Format Appearance on Time Card for Each Day Time Entry by Time Reporters

Display hours only One column, labeled Hours

Enter the number of hours

Display start and stop time Two columns, labeled Start and Stop

Enter clock times



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Time Entry Format Appearance on Time Card for Each Day Time Entry by Time Reporters

Display hours and times Three columns, labeled Start, Stop, and

Hours

Enter either the number of hours or clocktimes for each time card row. Enteringboth times and hours in a single time cardrow results in an error message.

Time Entry Format for Calculated TimeFor the time review, view, and approval notication layouts, you need to congure two sections:

• Reported Time

• Calculated Time

If your time entry layout includes Start and Stop columns, then your Calculated Time sections need to use the timeentry format Display hours and times. Calculated time always displays totals as a number of hours in the summaryrow.

Absence and Payroll Time Entry FormatAbsence entries resolve according to the person's schedule. Select the time entry format that is supported for theschedule type applicable to people who use the layout set. Here are the dierent schedule types with the correctformats for each.

Schedule Type Time Entry on the Time Card Time Entry Format to Select on theLayout

Work Schedule

Absence start and end times Either Display start and end time or

Display hours and times

Elapsed or Duration Schedule

Number of absence hours Either Display hours only or Display

hours and time

Create a Payroll Layout Set That Includes Absence andOverride FieldsYou want to congure how people report, change, submit, and approve payroll and absence time. You also want to letmanagers include time aributes as part of shift details. Here's how you can congure worker and manager layouts in alayout set for the payroll time consumer.



74

Before You StartYou need to complete these tasks in the Setup and Maintenance work area, Workforce Deployment oering beforecreating the layout set. They're are part of Time and Labor functional area unless otherwise specied. The examples inthe Related Links section at the end of this topic tell you how to create the element and dependent elds.

1. Create the Meals Taken element and calculation components. Use the Elements task in the Elements andFormula functional area.

2. Generate the absence management and payroll time aributes in the data dictionary. Use the Generate DataDictionary Time Aributes task.

3. Create the AbsencePayrollTime multiaribute eld with the dependent meal, department, state, county, andcity elds. Use the Time Entry Layout Components task.

Create the Absence and Payroll Layout Set1. In the Time Management work area, on the Tasks panel tab, click Layout Sets.2. On the Layout Sets page toolbar, click the Create icon.3. On the Generate Layout Set page, select Manager, Shift, Web clock, and Payroll.4. Ensure that Project Costing isn't selected.5. Click Generate Layout Set.6. On the Dene Layout Set page, in the Name eld, enter Payroll and Absences.7. In the Description eld, enter Includes the row-level department eld for the time entry, review, view,

and approval layouts. Includes entry-level rate and location elds for the time entry, review, view, andapproval layouts. Includes time and hours sliders on the calendar layout and location elds for the shiftlayout.

8. Click Save.

Congure the Time Entry Layout for Workers1. On the Dene Layout Set page, in the Time Entry Layout row, click Congure Layout.2. On the Congure Time Entry Layout page, click the Worker tab.

Tip: Edit the worker layout rst so that the manager layout inherits the edits, which you canthen revise as required. The worker layout doesn't inherit any manager layout edits.

3. In the Time Entry section, click Edit Layout.4. On the Edit Layout dialog box, Time Card Matrix page, make these edits:

a. Replace the Payroll Time Type eld with AbsencePayrollTime.b. In the Time Entry Properties section, select these check boxes: Enable time to span midnight and

Display unit of measure.c. Ensure that the time entry format is Display hours and time because it best supports the reporting of

both absence and payroll time.d. In the Date Format eld, select Mon,Jan 01.e. Click Next.

5. On the Row Level Details page, make these edits:a. Add the Department eld.



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b. Change the Label on the Time Card value to Department Details.c. Click Next.

6. On the Comments page, make these edits:a. Make sure that Comments column in the time card is selected.b. Change the Label on the Time Card value to Row-Level Comments.c. Click Next.

7. On the Entry Level Details page, make these edits:a. Add these elds in the order listed: Default Payroll Rate, State, County, and City. The location elds

need to go from broadest geographic area to narrowest for time aribute lters to work.b. Change the Label on the Time Card value to Daily Pay Details.c. In the Date Format eld, select Mon,Jan 01.d. Click Save and Close.e. On the Warning dialog box with the message asking whether to copy changes to the other layouts in the

set, click Yes.

Tip: Only edits to the elds in the time card matrix and time entry properties copy tothe calendar entry and shift layouts. Edits on the row-level and entry-level pages don'tcopy. To include these edits on the time review, view, and approval notication layouts,repeat the edits on the relevant Reported Time and Calculated Time sections.

f. On the Conrmation dialog box, click OK.8. On the Congure Time Entry Layout page, click the Time Totals tab.9. In the Time Totals section, click Edit Layout.

10. On the Edit Layout dialog box, complete these steps:a. On the Hours page, make these edits:

i. Add these time categories: Statutory Time for OT and Overtime.ii. In the Date Format eld, select Mon,Jan 01.

b. On the Units page, make these edits:i. Add these time categories: Statutory Time for OT and Overtime.

ii. In the Date Format eld, select Mon,Jan 01.iii. Click Save and Close.iv. On the Warning dialog box with the message asking whether to copy changes to the other layouts

in the set, click Yes.v. On the Conrmation dialog box, click OK.

Congure the Time Entry Layout for ManagersOn the Congure Time Entry Layout page, Manager tab, complete these steps:

1. In the Time Entry section, click Edit Layout.2. On the Edit Layout dialog box, Entry Level Details page, make these edits.

a. Add the Meal Override Rate eld.b. Select the display option Worker layout read only.c. Add the hidden Meal Rate Periodicity eld.d. Click Save and Close.



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e. On the Warning dialog box with the message asking whether to copy changes to the other layouts in theset, click Yes.

f. On the Conrmation dialog box, click OK.

Congure the Calendar Entry Layout for Workers1. On the Congure Time Review Layout page header, in the layout choice list, select Calendar Entry Layout.2. On the Congure Calendar Entry Layout page, Worker tab, click Edit Layout.3. On the Edit Layout dialog box, complete these steps:

a. Select these check boxes: Display hours slider and Display time slider.b. Click Save and Close.

Congure the Shift Layout1. On the Congure Calendar Entry Layout page header, in the layout choice list, select Shift Layout.2. On the Congure Shift Layout page, Worker tab, click Edit Layout.3. On the Edit Layout dialog box, add these time card elds, in the order listed: State, County, and City. The

location elds need to go from broadest geographic area to narrowest for time aribute lters to work.4. Click Save and Close.5. On the Congure Shift Layout page, click Save and Close.6. On the Edit Layout Set: Absence and Payroll page, click Save and Close.7. On the Conrmation dialog box, click OK.8. On the Layout Sets page, click Done.

Related Topics• Create the Units-Based Meals Taken Element for Time Entries• Create the Absence and Payroll Multiple-Aribute Field• Create the Dependent Meal Override Rate and Rate Periodicity Fields• Create the Dependent State, County, and City Fields

Layouts and Time Entry Formats FAQ

Why can't I edit some layout sets?You can't edit delivered layout sets, such as Projects Layout Set and Payroll Layout Set. But, you can duplicate theselayouts to make any necessary changes.

How can I let people submit time cards containing 0 hours entries?Make sure that the time entry format is set to display hours and time. Use the Layout Set task to edit the time entryformat. Use the Worker Time Entry Proles task to associate the layout set with relevant proles. Both tasks are in theTime Management work area.


Chapter 13Time Processing Congurations

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13 Time Processing Congurations

Overview of Time Processing CongurationsIndividuals can report time using time cards, third-party time collection devices, and Web Clock. Line managers managetime cards and changes requests, as do time and labor managers. Time and labor managers can also generate timeusing various processes.




Here's the high-level processing that happens for time reported with Web Clock and third-party devices:

1. The import process validates event-related time data and creates or completes time entries.2. Time and labor managers resolve any badge and time entry exceptions identied during this validation.

Here's the high-level processing that happens for all time reporting and management methods:

1. Time entry rules that validate reported time run when people save time cards and submit them.2. Managers resolve any time entry exceptions identied during this validation.3. Calculation rules run using the time data validated by the time entry rules.4. Time consumer validation runs for the relevant calculated time data.5. Time consumer administrators transfer time data for further processing, such as payroll and project costing.

Retroactive changes to people's data, such as a change to the payroll relationship or overtime period, cannecessitate recalculation and transfer of time card data.

Congure time processing that supports your policies by completing these conguration tasks, in the sequence listed.All of these tasks are in the Setup and Maintenance work area. They're part of the Workforce Deployment oering, Timeand Labor functional area.


1

Repeating Time Periods

Create repeating time periods, suchas weekly from Monday to Sunday, touse with time cards, approvals, accrualprocessing, overtime, and balances. Youcan use the delivered periods or createyour own, as appropriate.

2

Workforce Management Value Sets

Review the delivered value sets thatpeople can use when creating time



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categories and rule templates. Createadditional value sets as needed.

3

Workforce Management Lookups

Add reasons for audited time changesand exceptions for incomplete or in errordata from time collection devices, thatalign with your time processing policies.Add more time rule classications, asappropriate. And, add your time collectiondevice suppliers and supplier events sothat people can create time device eventmappings.

4

Time Categories Identify the time entries to use in time

rules, summaries, analytics, and transfersaccording to your time processing policies.Delivered time categories include AllAbsence Entries, All Payroll Entries, andAll Project Entries.

5

Time Consumer Sets Enable informational workow for

everyone associated with the timeconsumer set, for these processes:

• Mass submit and approve timecards

• Generate time cards• Generate time entries• Generate time cards from time

collection devices

Specify for each time consumer whatactions start validation, and what timedata to validate. And, select the approvalperiod and the transfer rules to use.

6

Shift Properties

Set shift limits, which you can include invarious time rules. For example, createrules that generate exceptions whenpeople clock in late or clock out early.

7

Time Allocations Automatically allocate time to specic cost

segments, such as Department, Fund,and Program, for payment.

8

Time Allocation Assignments

Assign time allocations to individualsdirectly or using HCM groups. Allocationassignments use eective dating todetermine which allocation to use in timerules applicable for the person and timecard period.



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9

Manage Fast Formulas

Create formulas to use in place of, orin addition to, the delivered workforcemanagement formulas. For detailedinformation, see Using Fast Formulas onhp://docs. oracle.com and Time andLabor Fast Formula Reference Guides(document ID 1990057.1) on hp: / /supportoraclecom.

10

Time Rule Templates Create rule templates that support

your time validation, calculation, andsubmission policies. Use time categories inrule templates to identify the time data toprocess.

You need to create rule templates forthese conditions:

• You use your own formulas.• You use multiaribute time card

elds with more than one storedtime aribute.

You can use delivered rule templates if thetime card eld or web clock buon stores asingle time aribute.

11

Time Rules Create time rules using the rule templates.

• Advanced time category rulesidentify time events and entriesusing complex logic not available inthe condition components of a timecategory.

• Time entry rules validate timeentries and generate messages.

• Time calculation rules generatecalculated time, which is transferredto time consumers, such as payrolland project costing.

• Time device rules validate timeevents imported from timecollection devices, create or updatetime entries, and create time entryexceptions.

• Time submission rules determinewhen to automatically save andsubmit time card entries createdwith time events imported fromtime collection devices.

12

Time Rule Sets

Create collections of time submission,validation, and calculation rules and rulesets.



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13

HCM Groups

Create groups of people who sharecommon time processing characteristicsto associate with time processing proles.

14

Evaluate HCM Group Membership

Build group membership for a specicdate or range of dates. Run this processregularly so that everyone alwayshas the appropriate time processingconguration. During implementation, refresh thegroups that we provide so that you linkeveryone to a default time processingprole.

15

Worker Time Processing Proles

Identify the rule sets, time consumer set,and time card periods to use to validate,approve, and transfer time. The proles directly link individuals, andindirectly link their managers, to timeentry validation and calculation rules.These rules also apply to time entriescreated using third-party device eventsand Web Clock events.

16

HCM Data Loader Load WFM events and actions that

automatically identify retroactive changesto people's data that require their timecard data to be recalculated. Use thesebusiness objects, available under theproduct area Global Payroll - Dene:

• Event Group• Event Group Translation• Event Action• Event Action Translation

Related Topics

• How Time Processing Prole Components Work Together

• How You Resubmit Time Cards Aected by Retroactive Changes

Best Practices for Creating Time Processing ObjectsYou need to create separate worker time processing proles for each unique combination of the time processing objects,as shown in this gure. The more processing objects that you create, the greater the ongoing maintenance eort. Youwant to nd a balance between optimizing the time processing experience for your employees and the eort required tomaintain that experience.

http://www.oracle.com/pls/topic/lookup?ctx=fa20b&id=642DB2B8B26024A1E053A398F70A655D



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Here's how the components of the time processing prole work together. The following sections provide someguidelines and considerations to help you determine how many time processing objects to create.

Worker Time ProcessingProle 1


Time Card Period A

Overtime Period A

Time Consumer Sets Time Consumer Set A

Time Rule Sets

Time RulesTime Rule Sets

Time CalculationRule Set A

Time EntryRule Set A

HCM Groups HCM Group 1

TimeCategory

The number of time consumer sets that you need depends on the time consumers needed and the uniquecongurations of these options for each consumer:

• Validate on time card actions

• Time category

• Approval period

Time Consumer Sets and Time Card, Approval, and Overtime PeriodsYou need a separate time consumer set for each unique combination of time card, approval, and overtime periods. Theapproval periods of the time consumer set need to match the time card period of the time processing prole. Each timeconsumer requires a separate time processing prole.

Time Consumer Sets and Time CategoriesWhat type of time--such as project costing, payroll, absence, or a combination--do your people report and howfrequently? The type of time and the reporting frequency aect how you congure time categories and time consumersets. Since you can associate only one time category with a time consumer, we recommend that you use these delivered



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categories: All Project Entries and All Payroll Entries. The delivered category All Payroll Entries includes both hours-based and units-based time entries.

The more time categories and time consumer sets that you create, the greater the maintenance eort. Another topichas scenarios and suggested congurations to help you assess how many of these objects you need.

Time Consumer Sets and Validate on Time Card ActionsCreate one consumer set for each group of people with dierent seings for the time card actions that run validation forthe same time consumer. Here are examples of how you might create dierent Payroll time consumers depending onthe Validate on Time Card Action selection.

• Save and Submit: For people who report time every day of a time card period. or whose entries you want toreport on during the week

• Submit only: For people who create and submit time cards at the end of their week and for time and labormanagers who correct time exceptions

Time Categories and Time AllocationsCreate as many time categories as you need to identify the time entries that you want to allocate to various costsegments.

Time Entry and Time Calculation Rule SetsYou can associate only one time entry and one time calculation rule set with a time processing prole. But, you canadd as many rules and rule sets to a rule set as appropriate for the people associated with the rule set. Use rules sets toassociate rules with groups of people who have similar requirements for vacation, time validation, and time processing.

The number of rule sets you need depends on the dierent ways that you validate reported time and calculate time.Here are some examples:

• You generate validation exceptions for a group of people when their total reported time exceeds 42 hours forthe week. You generate validation exceptions for another group when their total reported time exceeds 10hours a day.

• You pay people an overtime rate of 1.5 times their regular pay. For people working in California, the overtimerate applies every worked hour over 8 hours in a 24-hour period. For people working in Florida, the overtimerate applies for every hour worked over 40 hours in a 7-day period.

Change Audit Seings on Time Processing ProlesCreate one prole for each group of people with dierent change audit seings.

HCM GroupsYou associate one or more HCM groups with each prole. Dene separate groups wherever the characteristics areunique across proles or groups of proles. For example, you group people into separate groups for these reasons:

• One group has people who work in states where overtime is calculated daily

• A second group has people who work in states where overtime is calculated weekly

Related Topics• Repeating Time Periods



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• Time Processing Proles

• Validation and Processing Rules by Time Card Action

How Many Time Categories and Consumer Sets toCreateUse these scenarios to help you gure out how many time categories and consumer sets you need to create.

Scenario Time Category Time Consumer Sets

Some people always report only payrolland absence time.

Use the delivered category All PayrollEntries or your category of relevantpayroll time aributes. Absence timeentries automatically transfer to AbsenceManagement and don't transfer to Payroll.

Create a time consumer set with onlyPayroll selected.

Some people always report only projectcosting and absence time.

Use the delivered time category AllProject Entries or your category ofrelevant project time aributes. Absencetime entries automatically transfer toAbsence Management and don't transferto Project Costing.

Create a time consumer set with onlyProject Costing selected.

Some people regularly, but not always,report project costing time and alwaysreport payroll and absence time.

Use the delivered time categories AllPayroll Entries and All Project Entriesor your categories of relevant projectand payroll time aributes, respectively.Absence time entries automaticallytransfer to Absence Management anddon't transfer to either Payroll or ProjectCosting.

Create a single time consumer setwith both Project Costing and Payrollselected.

Some people always report onlypayroll and absence time and always orfrequently track the number of meals thatthey take.

Use the delivered category All PayrollEntries, which includes both hours-based and units-based time entries,or your category of relevant payrolltime aributes. Absence time entriesautomatically transfer to AbsenceManagement and don't transfer to Payroll.

Create a time consumer set with onlyPayroll selected.



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Chapter 14Repeating Time Periods

85

14 Repeating Time Periods

Repeating Time PeriodsMany organizational tasks need continually generated time periods, such as a weekly period that start every Sunday.You congure these periods using theRepeating Time Periods task in the Setup and Maintenance work area. It's partof the Workforce Deployment oering, Time and Labor functional area. Saving the conguration generates periods for10 years before and after the current date.

The repeating period usages are described here. You also see the pages where the usage determines which conguredperiods are included in the period choice list.

Usage Description Page Where the Usage Filters PeriodChoices

Time cards

How often people need to submit theirtime card, such as weekly or every 2weeks. When you congure a worker timeprocessing prole, you associate arepeating time period as the time cardperiod.


Approvals

The date range when a submied timecard can be approved. When you congure a time consumer set,you associate a repeating time period asthe approval period.

Time Consumer Sets

Accrual Processing

The interval when people accrue time,such as every 2 weeks within an annualaccrual term. Use these periods when you createabsence plans.

Manage Absence Plans

Overtime

The date range used to calculate overtime. A person's overtime period can matchor dier from the time card period. Forexample, your people report time usingtime cards with a weekly period that startson Saturdays. You calculate their overtimeusing a weekly overtime period that startson Mondays.




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Usage Description Page Where the Usage Filters PeriodChoices

Balances

The date range used to calculate timebalances. For example, ever pay period,add 6 hours to a vacation balance.

Time Balance Dimensions

Examples of Generated Repeating Time PeriodsYou use repeating time periods with time cards, approvals, accrual processing, overtime, and balances. Thecombination of period usage, type and length, as well as sample start date determine how the periods are generated.Create these periods using the Repeating Time Periods task in the Setup and Maintenance work area. It's part of theWorkforce Deployment oering, Time and Labor functional area.

These examples show you how the sample start date works with the period type and length to generate repeatingperiods within the preview period dates. The preview start dates let you review your repeating period conguration.They aren't used to generate the actual repeating time periods. The rst preview period generated may or may notchthe sample start date. It depends on how you congured the preview period.

Weekly Period with a Biweekly LengthThe sample start date is 05/01/12 and the preview period start and end dates are 01/01/12 and 05/31/12. The periodgeneration logic generates periods every 14 days from the sample start date. All periods start on the same day of theweek, for example:

• 01/10/23 - 01/23/12

• 01/24/12 - 02/06/12

• 02/07/12 - 02/20/12

• 02/21/12 - 03/05/12

• 03/06/12 - 03/19/12

• 03/20/12 - 04/02/12

• 04/03/12 - 04/16/12

• 04/17/12 - 04/30/12

• 05/01/12 - 05/14/12

• 05/15/12 - 05/28/12

Monthly Period with a Calendar Month LengthThe sample start date is 05/04/12 and the preview period start and end dates are 01/01/12 and 07/31/12. The periodgeneration logic generates periods from a specied day in 1 month up to that day in the following month, for example:

• 01/04/12 - 02/03/12



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• 02/04/12 - 03/03/12

• 03/04/12 - 04/03/12

• 04/04/12 - 05/03/12

• 05/04/12 - 06/03/12

• 06/04/12 - 07/03/12

Semimonthly PeriodThe sample start date is 05/04/12 and the preview period start and end dates are 05/01/12 and 07/31/12. The periodgeneration logic generates periods using a paern:

• The rst of the semimonthly periods starts on the numeric day of the paern starting date and lasts for 15 days.

• The second period starts the day after the rst period ends. It lasts through the day before the numeric day ofthe paern starting date in the next month.

Here are examples:

• 05/05/12 - 05/18/12

• 05/19/12 - 06/03/12

• 06/04/12 - 06/18/12

• 06/19/12 - 07/03/12

• 07/04/12 - 07/18/12

Repeating Time Periods FAQ

Why can't I edit some repeating time periods?You can't edit delivered repeating time periods. After you save a repeating time period, you can edit only the name anddescription.



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Chapter 15Time Consumer Validation, Approval, and Transfer

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15 Time Consumer Validation, Approval, andTransfer

Time Consumer SetsA time consumer set species approval periods, validation rules, and time transfer rules for one or more applicationsand oerings that consume time data.

Time ConsumersThese products and oering consume time data from Oracle Fusion Time and Labor:

• Oracle Fusion Global Payroll to validate, approve, and transfer reported time entries to payroll for payment

• Oracle Fusion Project Costing to bill customers for time worked on a given project

• Project Execution Management oering of Oracle Fusion Project Portfolio Management to determine stangavailability for projects

Consumer Set Assignment to EmployeesYou can assign a time consumer set to more than one employee time processing prole. However, a processing prolecan contain only one time consumer set. This gure summarizes how to associate a time consumer set with dierentgroups of employees through time processing proles.

Worker Time Processing Profile

1

Group 1

Group 2

Worker Time Processing Profile

2Group 3

Project Costing Time Consumer

Payroll Time Consumer

Time Consumer Set

Project Execution Management Time

Consumer



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Considerations for Creating Time Consumer SetsA time consumer set can have multiple time consumers with dierent validation requirements. When dening timeconsumer sets, you must decide:

• The time consumers

• Whether to enable information workow initiated by time card submission

• The time category

• If validations must execute on the time card

• If the time card is required by time consumers

• The approval routing, periods, levels, and data

• If other time consumers in the set must approve the time card before the data can transfer

Create time consumer sets using the Time Consumer Set task. The task is in the Time and Labor functional area of theSetup and Maintenance work area, Workforce Deployment oering.

Time ConsumerYou can select one or more time consumers in one set. For example, the delivered consumer set Projects and PayrollTime Consumer Set contains three time consumers:

• Project Costing

• Global Payroll

• Project Execution Management

This time consumer set transfers the project time entries to Oracle Fusion Project Costing and payroll time entries toOracle Fusion Global Payroll. It also transfers absence time entries to the Project Execution Management oering inOracle Fusion Project Portfolio Management.

Enable Informational Workow Initiated by Time Card SubmissionYou can specify whether to send informational notications to employees, their managers, and time approvers acrossthe selected time consumers, for these processes:

• Mass submit and approve time cards

• Generate time cards

• Generate time entries

• Generate time cards from time collection devices

You might want to select No for any time consumer sets associated with employees for whom you regularlyapprove many time cards at one time. You perform mass approvals using the Manage Time Cards task in the TimeManagement work area.

Time CategorySelect the time category that identies the time data to transfer to the time consumer. For example, a payroll timeconsumer doesn't want time entries with project aribute values, so you select a time category that identies only



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payroll-related entries. The project execution management time consumer automatically uses the delivered AllAbsence Entries category.

Validate on Time Card ActionsThis table describes the Validate on Time Card Actions options.

Option Description

Submit Only Default processing. Validates time entries when employees click Next to submit their time

cards, but not when they click Save.

Submit and Save Validates time entries when employees click Save, Save and Close, and Next.

Required Time Card StatusThis option applies to reporting. To identify missing time cards for employees associated with this time consumer setwho regularly submit time cards, select Yes. Select No for employees who submit time cards sporadically, such as toreport absences, training, and other exceptions.

Approval Routing, Periods, Levels, and DataThe options described in this table determine approval workow for the time consumers composing the time consumerset.

Option Description

Absence Approval Routing Specify whether to route absence entries on time cards using absence or time approval rules.

• If you select Absence approval rules, the approval process uses the absence approvaltask to approve absence entries. It uses the time card approval task to approve workedtime entries. The time card is approved when both approval tasks complete.

• If you select Time approval rules, the approval process uses the time card approvaltasks to approve all time card entries including absence entries.

This selection applies to all time consumers selected in the time consumer set.

Approval

Select a repeating time period to dene the approval period for the time consumer. Forexample, if you want approvers to approve the time card once every week, then you mustselect a repeating period with a weekly denition.

Caution: The approval period that you select for each time consumer must matchthe repeating period of the time processing prole containing the time consumerset. Specifying dierent repeating periods for the time consumers causes issueswhen you try to assign groups to the time processing prole.



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Option Description

Entry-level approval

If you want email and Worklist approval notications to include only time entries pertinentto the approver, select this option. Approvers never see time card data that they aren'tresponsible for approving. If you want email and Worklist approval notications to include all time card data for theapprover, don't select this option. Approvers see the time data that they are responsible forapproving, as well as any time data that they can't approve.

Time Data for Approval Rules toEvaluate

Specify the time card data that approval rules should evaluate:

• Reported time• Calculated time with reported absences

If you select entry-level approval for the time consumer, then approval rules can only evaluatereported time.

Approval RequiredSpecify whether other time consumers in the set must approve the time card before the time data can transfer to thistime consumer. For example, the payroll time consumer wants to receive only the related data approved by both projectcosting and payroll time approvers.

How Default Time Card and Time Entry Approvals WorkWhen you submit a time card that has project, payroll, or project and payroll data, you initiate approval workows.These workows are for either the time card or the time card entries, depending on the corresponding time processingconguration.

Time Card Level ApprovalsHere's what happens with the default approval workows for time cards:

Time Card Data Default Approval Behavior

Project The workow tries to gure out the appropriate project manager.

• If it can gure out who that person is, it routes the data to them to review and approveor reject.

• If it can't gure who that person is, it routes the data to the person's line manager toreview and approve or reject.

Payroll The workow checks the total payroll time:

• If it's 40 hours or less, it automatically approves the data.



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• If it's more than 40 hours, it routes the data to the person's line manager to review andapprove or reject.

The default workow handles approvals, rejections, and employee notications this way:

• It changes the time card status to Approved after all approvers approve the time card. The relevant time carddata is ready for transfer to Project Costing or Payroll.

• It changes the time card status to Rejected if at least one of the approvers rejects the time card.

• It noties the person after their time card is approved or rejected.

Here's the workow diagram of the default approval behavior for time cards.

Timeaccurate?

Time readyfor transferFix

Submit

Can't nd

Payroll

Project Yes

ApprovedRejected

No,approve

automaticallyProject

manager reviews

Linemanager reviews

Projector payroll

time?

Workedover 40hours?

Time Entry Level ApprovalsThe default approval workows described here for time card entries are similar, but not identical to the time card levelworkows. The big dierence is when the time data is ready for transfer to project costing and payroll.



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Project The workow tries to gure out the appropriate project manager.

• If it can gure out who that person is, it routes the data to them to review and approveor reject.

• If it can't gure who that person is, it routes the data to the person's line manager toreview and approve or reject.

Approved data is ready for transfer to Project Costing.

Payroll

The workow routes the data to the person's line manager to review and approve or reject. Allentries for the time card period need to be approved before the data is ready for transfer toPayroll.

Related Topics

• Repeating Time Periods

• How You Dene Approvals for Human Capital Management

• How You Manage HCM Approval Transactions

Time Card and Time Entry Approval CongurationRoute payroll-related or project-related time card data to the appropriate approvers using delivered approval workowtasks. You can congure these delivered approval rules to satisfy your business requirements. Use these tasks in theDene Approval Management for Human Capital Management task list:

• Manage Task Congurations for Human Capital Management

• Manage Approval Groups

Search for the task list by clicking Search on the Setup and Maintenance work area, Tasks panel tab.

Manage Task Congurations for Human Capital ManagementApproval tasks are event-driven congurations containing rules that determine the approval routing and approvers forbusiness objects, such as time cards. The Assignees tab provides a technical view of each task and is where you go tothe task rules. The time card approval tasks are:

Task Name Description

ProjectTimeCardApproval

1. Supports approval congurations that use project data on the time card, for thespecied employee and time card period.

2. Sends congured approvers actionable notications to approve or reject the timeentries that each approver is responsible for. The approvers see all project time data,even the data that they don't approve.

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Task Name Description

3. Noties specied recipients based on time card status, for example, noties time cardowners when time cards are approved or rejected.

ProjectTimecardApprovalELA

1. Supports approval congurations that use project data on the time card, for thespecied employee and time card period.

2. Sends congured approvers actionable notications to approve or reject only the timeentries that each approver is responsible for. Project data for the time entry is ready totransfer as soon as the entry is approved.

3. Noties specied recipients based on time entry status, for example, noties time cardowners when the time entry is approved or rejected.

TimeCardApproval

1. Supports approval congurations that use payroll data on the time card, for thespecied employee and time card period.

2. Sends the congured approvers actionable notications to approve or reject the timeentries that each approver is responsible for. The approvers see all payroll time data,even the data that they don't approve.

3. Noties specied recipients based on time card status, for example, noties time cardowners when time cards are approved or rejected.

TimecardApprovalELA

1. Supports approval congurations that use payroll data on the time card, for thespecied employee and time card period.

2. Sends the congured approvers actionable notications to approve or reject only thetime entries that each approver is responsible for. Payroll data for the time card isn'tready for transfer until all time card entries are approved.

3. Noties specied recipients based on time entry status, for example, noties time cardowners when the time entry is approved or rejected.

TimeCardApprovalFYI

Sends an information notication to employees when their time entries for the specied timecard period are approved or rejected. You can disable this task so that employees don't receive informational notications whentheir time cards are approved and rejected. Because this task isn't rule based, you can'tcongure it to disable only one notication. For example, you can't disable the noticationinforming employees that their time cards were approved while keeping enabled thenotication about rejected time cards.

The TimecardApproval task has two approval paths:

• One for time card level approval rules and approver

• One for time entry level approval rules and approvers

By default, the delivered TimecardApproval task evaluates payroll time entries only when the entire time card is readyfor approval.

Caution: Keep both paths active to avoid issues with approval routing for payroll time entries. For the paththat you want to ignore, use this conguration: IF Task is Task, THEN call IgnoreParticipant. For the paththat you want to use, congure the rule to meet your payroll approval requirements.

Manage Approval GroupsBy default, the delivered actionable time card approval workow tasks route time cards using the dynamicallydetermined supervisor hierarchy. You can identify specic approvers to route to instead using the Manage ApprovalGroups task. The informational workow task routes the time card notication to the employee on the time card.



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Related Topics• How You Dene Approvals for Human Capital Management• How You Manage HCM Approval Transactions

Examples of Time Card Approval and InformationNotication CongurationsYou control time card approvals with time consumer sets and time card approval workows. The congurationexamples in this topic give you ideas on how you can congure the delivered workows to support your approvalpolicies.

Edit the delivered TimecardApproval workow using the Manage Task Congurations for Human CapitalManagement task in the Setup and Maintenance work area. Note that on the Conguration tab, the Once per stagetask aggregation ensures the approval process sends only one notication per approver.

ApprovalTimeRecordGroup aribute values vary by implementation. To determine your ApprsovalTImeRecordGrouparibute value mapping, create your own data model report in the Reports and Analytics work area based on this query:

select * from FUSION.hxt_tm_col_attr_map where LOCATION like 'Approval' and ENTERPRISE_ID = <ent_id>;

Manual and Automatic Approvals Based on Payroll ValuesYou want line managers to review and approve any time cards with overtime hours. You want to automatically approveany time cards with only regular hours. The key conguration assumptions for this scenario are:

Key conguration assumptions:

• The environment has the Payroll Time Type aribute value Overtime.

• The relevant time consumer set has one of these payroll approval rule congurations:

◦ Uses reported time data when employees can report overtime hours

◦ Uses calculated time data when overtime is calculated from other reported time

Complete these steps for the delivered TimecardApproval workow task, on the Assignees tab, in theTimeEntryApprovalRules path.

1. Create the rule to manually approve overtime.

a. Create this IF expression:

ApprovalTimeRecordGroup.measure more than 0 and ( ApprovalTimeRecordGroup.attributeChar5 is "Overtime" )

b. Complete the THEN elds, as shown in this table.

THEN Field Value

List Builder Supervisory

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THEN Field Value

Response Type

Required This response type makes the notication an actionable, rather than informational,notication.

Number of levels

1

Starting Participant HierarchyBuilder.getManager("supervisory",Task.payload.process.Requester,-1,null,null)

Top Participant HierarchyBuilder.getManager("supervisory",Task.payload.process.Requester,-1,null,null)

Auto Action Enabled

False

Auto Action

null

Rule Name

ManApproveOT

2. Create the rule to automatically approve time cards with only regular hours.


ApprovalTimeRecordGroup.attributeChar5 isn't "Overtime"


THEN Field Value

List Builder

Supervisory

Response Type

Required

Number of levels

1



Auto Action Enabled

True

Auto Action "APPROVE"



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THEN Field Value

Rule Name

AutoApproveReg

Automatic and Manual Approvals Based on Time Entry SourceYou want to automatically approved time cards where all entries are from a time collection device. You want two levelsof line managers to review and approve any time cards with entries from sources other than time collection devices.


1. Create the rule to automatically approve time cards with entries from only time collection devices.


ApprovalTimeRecordGroup.attributeChar18 is "ORA_HWM_TIME_COLLECTION_DEVICE"


THEN Field Value

List Builder

Supervisory

Response Type

Required

Number of levels

1



Auto Action Enabled

True

Auto Action

"APPROVE"

Rule Name

AutoApproveTCD

2. Create the rule to manually approve time cards with entries from sources other than time collection devices.




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ApprovalTimeRecordGroup.attributeChar18 isn't "ORA_HWM_TIME_COLLECTION_DEVICE"


THEN Field Value

List Builder

Supervisory

Response Type

Required

Number of levels

2



Auto Action Enabled

False

Auto Action

null

Rule Name

ManApproveNonTCD

Actionable and Informational Approval Notications for ReportedTime and Cost SegmentYou want to send line managers actionable notications to review and approve time card entries. You also want to senddepartment managers informational notications for any time entries associated with their departments.

Key conguration assumption: The relevant time consumer set is congured so that the payroll approval rules usereported, instead of calculated, time data.


1. Create the actionable notication rule for line managers.


1 is 1




100

THEN Field Value

List Builder

Supervisory

Response Type


Number of levels

1



Auto Action Enabled

False

Auto Action

null

Rule Name

ActionLineMgrs

2. Create the informational notication rule for relevant department managers.


ApprovalTimeRecordGroup.entryDepartmentManager ins't ""


THEN Field Value

List Builder

Supervisory

Response Type

FYI

Number of levels

1

Starting Participant HierarchyBuilder.getPrincipal(ApprovalTimeRecordGroup.entryDepartmentManager,-1,"","")

Top Participant HierarchyBuilder.getPrincipal(ApprovalTimeRecordGroup.entryDepartmentManager,-1,"","")

Auto Action Enabled

False



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THEN Field Value

Auto Action

null

Rule Name

InfoDeptMgrs

Actionable and Informational Approval Notications for CalculatedTime and Cost SegmentYou want to send line managers actionable notications to review and approve calculated time card entries. You alsowant to send department managers informational notications for any reported time entries associated with theirdepartments.

Key conguration assumption: The relevant time consumer set is congured so that the payroll approval rules usecalculated, instead of reported, time data.


1. Create the actionable notication rule for line managers using calculated time data.


1 is 1


THEN Field Value

List Builder

Supervisory

Response Type


Number of levels

1



Auto Action Enabled

False



102

THEN Field Value

Auto Action

null

Rule Name

ActionLineMgrsCalcTime

2. Create the informational notication rule for relevant department managers.


ApprovalTimeRecordGroup.entryDepartmentManager isn't ""


THEN Field Value

List Builder

Supervisory

Response Type

FYI

Number of levels

1

Starting Participant HierarchyBuilder.getPrincipal(ApprovalTimeRecordGroup.entryDepartmentManager,-1,"","")

Top Participant HierarchyBuilder.getPrincipal(ApprovalTimeRecordGroup.entryDepartmentManager,-1,"","")

Auto Action Enabled

False

Auto Action

null

Rule Name

InfoDeptMgrsReptTime

Validation and Processing Rules by Time Card ActionTime consumers, such as absence management, payroll, and project costing, deliver validation rules that apply to timecard data. For example, absence validations make sure that absence entries are for only those absence types that theperson is eligible for.



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Here's the validation and processing associated with the main time card buons.

Buon Validation and Processing Description

Next

• Validates absence, payroll, and project time entries• Applies time entry rules, as specied by rule conguration• Applies time calculation rules, including any allocation rules, as specied by rule

conguration• Generates calculated time entries

Save Save and Close

• Always initiates the absence-delivered validations• By default, doesn't initiate project-delivered and payroll-delivered validations

You congure validation on the save buons using the Time Consumer Sets task. In theValidate on Time Card Actions eld, select Submit and save. Validations on the save buonsare then identical to those described for the Next buon.

Submit Sets the time card status to Submied and starts the approval workow

Time Consumer Set FAQ

Why can't I edit some time consumer sets?You can't edit those time consumer sets that are associated with a worker time processing prole. Also, after you save anew time consumer set, you can't include new time consumers in, or exclude existing time consumers from, the set.



104


Chapter 16Time Formulas and Rule Components

105

16 Time Formulas and Rule Components

How Formulas and Time Rule Components WorkTogetherUse rule templates from the time repository to create rules based on formulas. Group rules of the same type into a ruleset. Assign rule sets to an employee or group of employees using worker time setup and device processing proles.



106

This gure shows the relationship among formulas, rule templates, rules, and rule sets. The following sections describethese relationships.

Rule 3 Rule 4

Rounding Formula

Hours Rounding Template

Threshold Formula

Daily Summation Template

Time Card Level Summation Template

Rounding Rule Daily Threshold Values Rule A

Weekly Threshold

Values Rule

Rounding and Daily Threshold

Rule SetDaily Threshold Values Rule Set

Daily and Weekly Threshold Rule

Set

Formula 1 Formula 2

Rule Template 2Rule Template 1

Rule 1 Rule 2

Rule Set 2

Rule Set 3

Rule Set 1

Rule Template 3

Daily Threshold Values Rule B

FormulaFormulas contain the logic for processing time. The delivered formulas used with time rules were created using OracleFusion Fast Formula. Create your own formulas using the Manage Fast Formulas task in the Setup and Maintenancework area. You can associate a formula with more than one rule template. As shown in the preceding gure, formula1, Rounding Formula, composes rule template 1, Hours Rounding. Formula 2, Threshold Formula, composes ruletemplate 2, Daily Summation, and rule template 3, Time Card Level Summation.



107

Rule TemplatesRule templates are tools that simplify the adaptation of formulas into rules. A template exposes the exact parametersthat the associated formula requires and the outputs that the formula uses to return results. For example, an overtimerule template species an overtime threshold parameter and a pay time type output.

You can use one formula with multiple rule templates by varying the template conguration. For example, one ruletemplate uses the overtime threshold formula to calculate daily overtime. Another template uses the same formula tocalculate overtime for the time card period.

RulesUse rules to specify the values for the parameters and outputs of the selected template. For example, a weekly overtimerule for the US species the overtime threshold parameter value of 40 hours and the Overtime pay time type output.You can use one template to create multiple rules by varying the parameter and output values. For example, you usethe template that calculates daily overtime to create two rules:

• One rule has an overtime threshold value of 8 hours. The rule pays time below the threshold at the regularhourly rate and time over the threshold at 1.5 times the regular hourly rate.

• One rule has an overtime threshold value of 12 hours. The rule ignores time below the threshold and pays timeover the threshold at 2 times the regular hourly rate.

As shown in the preceding gure, rule template 1 is used to create rule 1, Rounding. Rule template 2 is used to createrule 2, Daily Threshold values A, and rule 3, Daily Threshold Values B. Rule template 3 is used to create rule 4,Weekly Threshold Values.

Rule SetsCreate a collection of rules and rule sets of the same type. Assign rule sets to groups of employees with similarrequirements for vacation, time validation, and time processing. As shown in the preceding gure, Rules 1 and 2compose rule set 1, Rounding and Daily Threshold. Rules 2 and 3 compose rule set 2, Daily Threshold Values. Rule 4and rule set 2 compose rule set 3, Daily and Weekly Threshold.

Related Topics

• Options to Congure Time Rule Templates

• Formula Parameters in Time Rule Templates and Rules

• Congure Workforce Compliance Checks and Exception Alerts

• How You Congure Alert Notications for Time Exceptions

Formulas and Types of Time Rule TemplatesUse formulas with time rule templates to create a variety of rules. For example, the template Period Maximum HoursTemplate uses the WFM_PERIOD_MAXIMUM_TIME_ENTRY_RULE formula to compare reported time categoryhours to dened maximum hours. Rules created with the template can specify all or certain time categories and denedierent maximum hours, such as 8 or 12.



108

This gure shows how to use the formulas to create rule templates. Then, you create rules using the templates andcombine the rules into rule sets for worker time setup and device processing proles.

FormulaTime Calculation RulesTime Device RulesTime Entry RulesTime Submission Rules

Time Repository Rule TemplateYou must select a formula when creating a template.

Time Repository RuleYou must select a rule template when creating a rule.

Time Repository Rule SetCollect related rules and rule sets

Create formulas using the Manage Fast Formulas task in the Setup and Maintenance work area. This task is part of theSetup and Maintenance work area, Workforce Deployment oering.

FormulasFormulas contain:

• Logic for processing or calculating time

• Parameters that enable rules to pass values to the formula for use in calculations

• Outputs that the formula uses to return calculation results to the rules

You can use a single formula in multiple rule templates.

Rule TemplatesRule templates make it easy to adapt a formula for use with dierent rules. The formula parameters and outputs areeasy to identify and congure in a template. You don't have to work with the whole formula statement to gure outwhat details you must change to achieve a particular result.

When you create a rule, you select a template to use rather than a formula. The template automatically populates thedescription of all outputs and helps you enter correct parameter values. You can create multiple rules from a singletemplate, varying the parameter and output values of each rule.

The rule template ensures that:

• The parameters are of the correct parameter type.



109

• The output uses only specic time aributes.

• The correct number of outputs is associated with the formula results.

Formula and Template TypesThe formula type determines the template type. This table lists and describes formula types that you can use whenconguring templates to create time repository rules.

Formula and Template Type Description Example Rule Usages

Time calculation

Creates or updates time card entries anduses the data to create calculated resultsbased on formula logic.

Handle overtime or premium pay byupdating reported time or creatingadditional calculated time.

Time device

Evaluates time events imported from timecollection devices and creates time entryexceptions.

Create time entry exceptions for entriesaected by reported time outside thespecied grace period.

Time entry

Validates time card entries and generatesa message with a dened severity.

When reported time exceeds a speciedweekly maximum, display the speciedmessage.

Time submission

Determines when to automatically saveand submit time card entries created withtime events imported from time collectiondevices.

• Automatically save a time card aftereach Out application event.

• Automatically submit a time cardafter receiving the Out applicationevent for the last scheduled shift ofthe week.

Time and Labor Fast Formula Reference GuideThe Time and Labor fast formula reference guides explain how to use Fast Formula with Time and Labor. These guidesprovide the contexts, database items, and parameters for the formula types used in Time and Labor. They also providesample formulas and the xed parameters, valid functions, and outputs for each.

For more information, see Time and Labor Fast Formula Reference Guides (1990057.1) on My Oracle Support at hps://support.oracle.com.



110

Time Entry Owner and Internal Source in CalculationRulesWhen you create time calculation rules, you can specify whether the calculated time should keep the owner and internalsource from the reported time. For example, a person badges in at the start of the work day and badges out 2 hourslater than they're scheduled to end. Here's what the associated calculation rules do:

• A rule reduces the regular time to account for the standard 1 hour, unpaid meal break. Another rule convertsthe remaining 2 hours of regular time to overtime. Both rules are congured to keep the original source.

• Yet another rule adds 1 hour of premium time. This rule is congured to overwrite the original source to showthat the entry is a calculation result.

Type of Time Start Time End Time Quantity Payroll TimeType

Internal Source

Reported

8:00a

7:00p

11h

Regular

TCD

Calculated

8:00a

5:00p

8h

Regular

TCD

5:00p

7:00p

2h

Overtime

TCD

1h

Premium

Calculated entry

To keep or change the owner and internal source, the selected calculation rule template has to have these aributescongured in the relevant output groups. You can't add these aributes to calculation rule templates already in use, buthere's what you can do:

1. Check your existing rule to see what template it was created with.2. Duplicate the original template.3. On the Outputs page of the new template, add the Owner, Internal Source, or both aributes as user-dened

rows in the relevant output groups.4. Create the rule again, this time using the new template and specifying whether to change or keep the

appropriate output.

Options to Congure Work Day DenitionsUse work day denitions to identify the day that time is earned using a spanning days rule and associated groupthreshold, and tie handling. Also identify an overtime day start time. Create denitions that support your policies forprocessing absence and time data. Use the Work Day Denitions task in the Setup and Maintenance work area. Thetask is in the Workforce Management and Time and Labor functional area of the Workforce Deployment oering.



111

Assign a work day denition to an employee on the Manage Employment tab of the Person Management work area.Use the Assignment Hours Details icon next to the Working Hours eld.

You can use work day denitions in absence calculations, time calculations, or both.

Spanning Days RuleEarned day spanning days rule options include:

• Day with most hours

• Split at day start time

• Start day

• Stop day

• Scheduled shift reference day

Time calculations use the specied rule to determine the earned day for time entries that span multiple days. Absencecalculations use the specied rule to determine the reference day. The reference date determines the day on which toadd time to or subtract time from plan and time o in lieu balances. For example, an employee is scheduled to worknight shifts starting Monday evening and ending Saturday morning. Each shift starts at 10:00 PM and ends at 6:00 AM.Work days for this employee start at 12:00 AM. The employee schedules an absence from 10:00 PM Monday, January 11to 6:00 AM Tuesday, January 12. If the selected spanning days rule is:

• Start day, the reference day is the date that the absence starts. The absence calculation determines that payrollshould process all 8 hours of absence for Monday, January 11.

• Split at day start, there are two reference days, Monday and Tuesday. The absence calculation determines thatpayroll should process 2 hours of absence for Monday, January 11 and 6 hours of absence for Tuesday, January12.

The overtime spanning days rule splits single time entries into two entries at the day start time for overtimecalculations.

If you use work day denitions for both absence and time calculations, ensure that the calculations generate theexpected results.

Grouping ThresholdYou can group time entries based on the minutes of nonworked time between the entries. For example, you havea grouping threshold of 240 minutes. Time entries separated by nonworked time that's less than 240 minutes aregrouped together. Rather than considering each time entry individually, the earned day spanning days rule considersthe grouped time entries:

Spanning Days Rule Grouping Threshold Eect

Day with most hours

Summed duration of the grouped entries

Start day

Start day of the earliest entry in the group

Stop day

Stop day of the latest entry in the group



112

Scenario 1: The day start is 12:00 AM and the grouping threshold is 240 minutes. The spanning days rule is either Startday or Stop day.

PayrollHours

Day 1 Day 2 Day 3 Day 4 Day 5 Day 6

Reported

Regular

06:00 PM --11:00 PM

01:00 AM --04:00 AM

01:00 AM --04:00 AM

3:30 AM --06:00 AM

01:00 AM --04:00 AM

Regular

07:00 PM --12:00 AM

06:00 PM --11:00 PM

06:00 PM --11:00 PM

Total DailyReportedHours

5

8

8

2.5

5

3

Rule: Timeentry start

Timecalculationsuse...

Regular

06:00 PM-- 01:00 AM(today)

07:00 PM-- 12:00 AM(today)

06:00 PM-- 11:00 PM(today)

03:30 AM --06:00 AM(today)

06:00 PM-- 11:00 PM(today)

Regular

01:00 AM --04:00 AM(from Day 2)

01:00 AM --04:00 AM(from Day 3)

01:00 AM --04:00 AM(from Day 6)

Total DailyCalculatedHours

8

8

5

2.5

8

Rule: Timeentry stop


Regular

06:00 PM-- 11:00 PM(from Day 1)

07:00 PM-- 12:00 AM(from Day 2)

03:30 AM --06:00 AM(today)

06:00 PM-- 11:00 PM(from Day 5)

Regular

01:00 AM --04:00 AM(today)

01:00 AM --04:00 AM(today)

05:00 AM --08:00 AM(today)

Regular

06:00 PM-- 11:00 PM(today)


8

13

2.5

8



113

PayrollHours


Scenario 2: The day start is 12:00 AM and the grouping threshold is 240 minutes. The spanning days rule is Day withmost hours.

PayrollHours


Reported

Regular

06:00 PM --11:00 PM

01:00 AM --04:00 AM

01:00 AM --04:00 AM

03:30 AM --06:00 AM

12:00 AM --04:00 AM

Regular

07:00 PM --12:00 AM

06:00 PM --11:00 PM

07:00 PM --10:00 PM


5

8

8

2.5

3

4


Regular

06:00 PM-- 11:00 PM(today)

07:00 PM-- 12:00 AM(today)

06:00 PM-- 11:00 PM(today)

03:30 AM --06:00 AM(today)

07:00 PM-- 10:00 PM(from Day 5)

Regular

01:00 AM --04:00 AM(from Day 2)

01:00 AM --04:00 AM(from Day 3)

12:00 AM --04:00 AM(today)


8

8

5

2.5

7

Tie HandlingWork day denitions that use the spanning days rule Day with most hours, may have instances where duration totalsfor both days are the same. When this happens, the tie handling selection applies; either Time entry start or Timeentry stop.

Scenario: The day start is 12:00 AM and the spanning days rule is Day with most hours. The tie-handling rule is eitherTime entry start or Time entry stop.



114

PayrollHours


Reported

Regular

04:00 AM --08:00 AM

08:00 PM --04:00 AM

04:00 AM --08:00 AM

08:00 PM --04:00 AM

08:00 PM --04:00 AM

Absence

08:00 PM --04:00 AM

Regular

08:00 AM --04:00 PM


4

8

16

4

8

8

Tie-handling:Start Day


Regular

04:00 AM-- 08:00 AM(today)

08:00 PM --04:00 AM(from Day 3)

08:00 AM-- 04:00 PM(today)

04:00 AM-- 08:00 AM(today)

08:00 PM --04:00 AM(from Day 6)

Absence

08:00 PM --04:00 AM(from Day 2)

Regular

08:00 PM --04:00 AM(from Day 5)


12

8

8

12

8

Tie-handling:Stop Day


Regular

04:00 AM-- 08:00 AM(today)

08:00 PM --04:00 AM(today)

04:00 AM-- 08:00 AM(today)

08:00 PM --04:00 AM(today)

08:00 PM --04:00 AM(today)

Absence

08:00 PM --04:00 AM(today)



115

PayrollHours


Regular

08:00 AM-- 04:00 PM(today)


4

8

16

4

8

8

How You Allocate and Assign Employee Time to CostSegmentsAutomatically allocate employee hours to specic cost segments, such as Department, Program, and Fund. Forexample, allocate an employee's daily hours evenly to the 1111 and 2222 departments. Assign these allocations toemployees directly or using time calculation rules.

Time AllocationsCreate and edit employee time allocations using the Time Allocations task in the Time Management work area. Foreach source row:

1. Specify whether to allocate employee hours by percentages, hours, or equally. For hours-type allocations,further specify whether to summarize hours by day or period.

2. Specify the time category that time allocation rules use to identify the employee hours to include and exclude.3. Congure the output columns by adding all relevant time aributes.4. Complete one or more output rows.

This table provides a sample conguration of a source row.

Processing Sequence Allocation Type Summation Level Time Category

1

Hours

Day

Union Time for OT

This table provides a sample conguration of output columns and rows for the sample source row.

Processing Sequence Hours Department Fund

1

20

1111

2

20

2222



116

Processing Sequence Hours Department Fund

3

999

3003

Tip: When the summation level is Day, the total hours should equal or exceed 24 hours. When the summationlevel is Time card, the total hours should equal or exceed the time card period. A nal hourly value of 999safely covers any overow for all summation levels, since a blank value isn't valid.

For the source table, the processing sequence determines in what order the allocation rules evaluate time categoryconditions. For the output table, the processing sequence determines in what order to generate the allocation output.You can enter your source and output rows in any order and reorder them as required to get the expected allocationoutput.

Allocation AssignmentAfter you create a time allocation, you can assign it to employees using these 2 methods:

Assignment Method Details

Assign a time allocation to a specicemployee or all members of an HCMgroup.

Create allocation assignments using the Allocation Assignments task in the TimeManagement work area. Set a specic date range for the assignment or leave it open ended byspecifying only a start date.

Assign a time allocation to allmembers of one or more HCMgroups.

In the Time Management work area, complete these tasks:

1. To specify a default allocation, create 1 or more time calculation rule templates usingthe Rule Templates task. Use the delivered OFA_WFM_TCR_ALLOCATION_TIME_APformula or create your own.

2. Create time calculation rules based on the delivered template Time AllocationTemplate or your rule templates using the Rules task. As part of the rule creation, youcan optionally associate a time allocation with the rule. Or, you can override a defaultallocation set in the selected rule template.

3. Create a time calculation rule set that includes the relevant allocation rule or rules usingthe Rule Sets task.

4. Associate the time calculation rule set with time processing proles using the WorkerTime Processing Proles task.

When employees have time allocations assigned to them through both methods, the direct allocation assignment takespriority over assignments derived from the time processing prole. A best practice is to create a default time allocationand assign it to appropriate employees through time processing proles. Then, assign more specialized allocations forspecic employees and HCM groups using the Allocation Assignments task.

Note: To allocate employee time according to the assigned time allocation, you must create a time allocationrule, even if you don't specify an allocation name. You must then include the allocation rule in the timecalculation rule set associated with the time processing prole.

Overriding and Viewing Time AllocationsYou can view and override time allocation outputs on time cards after completing these time entry congurations.



117

Action Task Work Area

Create dependent cost elds for theindependent Payroll Time Type aributethat correspond to the cost time aributesin the allocation.


Setup and Maintenance, WorkforceDeployment Oering, Time and Laborfunctional area

Add the dependent cost elds to layouts.

• To enable employees andmanagers to override allocations,add the elds to time entry layouts.

• To enable only managers tooverride allocations, add the eldsto the manager layouts. Show theoverride values to employees asread only or not at all.

• To enable employees andmanagers to view allocationoutputs, add the elds on theWorker tab, in the Calculate Timesection. Add the elds to the timecard matrixes of these layouts:time view, review, and approvalnotication.

• To enable only managers toview allocation outputs, on theManager tab, in the Calculate Timesection. Add the elds to the timecard matrixes of these layouts:time view, review, and approvalnotication.

Layout Sets

Time Management

To enable only managers to viewallocation outputs, on the Manager tab,in the Calculate Time section. Add theelds to the time card matrixes of theselayouts: time view, review, and approvalnotication.


Time Management

Related Topics

• Congure Dependent Fields for Labor Costing Overrides

• Create Time Rule Templates

• Create Time Rules

• Create and Assign a Cost Center, Program, and Fund Time Allocation


How You Congure Database Items to Summarize TimeCreate your own database items you can include relevant time data in fast formulas that include employee balances,such as absence accruals. Database items are formula language variables with values resulting from database queries.



118

They make formulas simpler to write and maintain because you avoid writing and updating complex queries to accessthe database. You can create your own database items by creating balance dimensions and time balance denitions.

Balance DimensionsUse time balance dimensions to specify the level and time period to use when summarizing time for employee balances.This table describes the summary level.

Dimension Level Description

Assignment

Summarize time balances by each assignment for the employee

Person

Summarize time balances across all assignments for the employee

This table describes the period types.

Period Type Description

Absence accrual time period

The time period set in the absence accrual calculation.

Prole overtime period The repeating period with the Overtime usage associated with the employee's assignment.

Otherwise, the repeating period with the Overtime usage selected on the worker's timeprocessing prole. This prole selection is optional, so there isn't any guarantee that the prolecan provide this period.

Repeating time period The repeating time period that includes the Balances usage.

Examples of how the dimension level and period type work together are:

• A balance dimension summarizes time for employees across all of their assignments using the overtime periodset in worker time processing proles.

• Another balance dimension summarizes time for employees by each of their assignments using a speciedrepeating time period with the Balances usage.

The application uses name, grouping, and time period values to automatically generate a dimension sux. Thisdimension sux forms part of the automatically-generated denition name of the balance denition. For example, youcreate a time balance dimension with this conguration:

Field Example Conguration Value

Name

Reg Hrs by Person

Dimension Level Person



119


Period Type

Repeating Period

Time Period

Biweekly Starting Sunday

The application-generated sux, which forms part of the database item name, is _REG_HRS_BY_PERSON_PER_RP.

Create balance dimensions using the Balance Dimensions task in the Setup and Maintenance work area, WorkforceDeployment oering, Time and Labor functional area. You can also use this task to view delivered balance dimensions.

Time Balance DenitionsTime balance denitions consist of one balance dimension and one or more time categories. When you create balancedenitions, you must select a unit of measure, either Hours or Units. This selection constrains the time categories thatyou can select to identify the time data to add to or subtract from the time balance.

After you enter a name for the balance denition and select the balance dimension, the application automaticallygenerates the denition name. This automatically-generated denition name, which includes the automatically-generated dimension sux, is the database item name used in your fast formulas that include time balances. Forexample, you create a time balance dimension with this conguration:


Name

Reg Hrs Time Bal Def

Entry Unit of Measure

Hours

Balance Dimension Reg Hrs by Person

This selection associates the dimension sux (_REG_HRS_BY_PERSON_PER_RP) with thetime balance denition.

Eective Start Date

January 1, 2018

Time Category Name

Reg Hrs

Add or Subtract

Add

The application-generated dimension, or database item, name isREG_HRS_TIME_BAL_DEF_REG_HRS_BY_PERSON_PER_RP.



120

Create balance denitions using the Time Balance Denitions task in the Setup and Maintenance work area,Workforce Deployment oering, Time and Labor functional area.

Sample Fast Formula with New Database ItemThis sample formula includes the new database item created from the preceding example time balance dimension anddenition congurations.

DEFAULT FOR HWM_CTXARY_RECORD_POSITIONS is EMPTY_TEXT_NUMBERDEFAULT FOR measure is EMPTY_NUMBER_NUMBERDEFAULT FOR StartTime is EMPTY_DATE_NUMBERDEFAULT FOR StopTime is EMPTY_DATE_NUMBER

default FOR REG_HRS_TIME_BAL_DEF_REG_HRS_BY_PERSON_PER_RP is 0

INPUTS ARE HWM_CTXARY_RECORD_POSITIONS, measure ,StartTime ,StopTimeffs_id = GET_CONTEXT(HWM_FFS_ID, 0)rule_id = GET_CONTEXT(HWM_RULE_ID, 0)

NullDate = '01-JAN-1900'(DATE)NullText = '**FF_NULL**'

groupTypeId = 101out_msg_ary = EMPTY_TEXT_NUMBER

ctxPersonId = GET_CONTEXT(HWM_RESOURCE_ID, 0)ctxPeriodEndTime = GET_CONTEXT(HWM_CTX_PERIOD_END_DATE, NullDate)

pMaxHr = get_rvalue_number (rule_id ,'DEFINED_LIMIT', 0)pMsgCd = ger_rvalue_text (rule_id ,'MESSAGE_CODE', 'HWM_FF_TER_PERIOD_GT_MAX_WRN')

tcRecCount = HWM_CTXARY_RECORD_POSITIONS.count

if (tcRecCount > 0 ) then ( balValueCur = 0 CHANGE_CONTEXTS(EFFECTIVE_DATE = ctxPeriodEndTime, PERSON_ID = ctxPersonId, GRP_TYPE_ID = groupTypeId) (

IF (REG_HRS_TIME_BAL_DEF_REG_HRS_BY_PERSON_PER_RP WAS NOT DEFAULTED) THEN ( balValueCur = REG_HRS_TIME_BAL_DEF_REG_HRS_BY_PERSON_PER_RP rLog = add_rlog (ffs_id, rule_id, 'Balance Value: ' || TO_CHAR(balValueCur) || ' - DBI_CONTEXTS: EFFECTIVE_DATE= ' || TO_CHAR( GET_CONTEXT(EFFECTIVE_DATE, nullDate) ) || ', PERSON_ID=' || TO_CHAR( GET_CONTEXT(PERSON_ID, 0) ) || ', GRP_TYPE_ID=' || TO_CHAR( GET_CONTEXT(GRP_TYPE_ID,0) ) ) ) ) /* Change Context */

if (balValueCur > pMaxHr ) then ( out_msg_ary[tcRecCount] = get_output_msg1 ( 'FND ,pMsgCd ,'DEF_LIMIT' , TO_CHAR( pMaxHr ) ) )

)

RETURN out_msg_ary



121

Related Topics

• How You Override the Work Location for Accurate Absence Accrual Calculations



122


Chapter 17Rule Templates and Rules

123

17 Rule Templates and Rules

Options to Congure Time Rule TemplatesAach a formula to a time rule template and congure the parameters and outputs provided by the formula. Use theRule Templates task in the Time Management work area. This table identies the options that you can congure foreach template type. The following sections provide detailed information and examples for each option.

Option Time Calculation Time Device Time Entry Time Submission

Rule Classication

Yes

Yes

Yes

Yes

Default Allocation

Yes, after selecting atime allocation formula

No

No

No

Rule Execution Type

Yes, if the associatedformula references it

No

No

No

Summation Level





Reporting Level

No



No

Suppress DuplicateMessages Display

No

Yes

Yes

No

Process Empty TimeCard

No

No


No

Time Card Events thatTrigger Rule

Yes

No

Yes

No

Rule ClassicationThe rule classication is the subtype within the template type. The choice list values vary among the template types.Examples include Business message, Comparison validation, Variance, Supplier event, and Hours entered.



124

Default AllocationOptionally select a default time allocation created using the Time Allocations task in the Time Management work area.When creating allocation rules from calculation rule templates you can do one of these actions:

• Select an allocation, if a default allocation wasn't selected in the template.

• Leave the default allocation, if already selected in the template.

• Override the default allocation selected in the template.

Rule Execution TypeFor time calculation rules that reference it, use the Rule Execution Type option to specify whether rules must createadditional hours or update existing hours.

ExampleScenario: Threshold 8 Overtime is a time calculation rule that compares reported time to a dened daily thresholdvalue of 8 hours. Time worked over the scheduled 8 hours pays at 1.5 times the regular rate. The regular rate is 10 USDper hour.

Results: This table shows the calculation details for this rule scenario using each rule execution type when reported timeis 10 hours.

Rule Execution Type Calculation Description Calculation Example

Create Rule processing creates total calculated

time of 12 hours, which is 2 hours morethan the reported time.

• Keeps the 10 hours of regular timeat the regular hourly rate

• Creates 2 hours of premium timeat .5 times the regular hourly rate

(10 hours * 10 USD) + (2 hours *5 USD) =110 USD

Update Rule processing creates total calculated

time of 10 hours, which matches thereported time. Processing adjusts the payrate for 2 of the 10 reported hours.

• 8 hours of regular time at theregular hourly rate

• 2 hours of overtime at 1.5 times theregular hourly rate

(8 hours * 10 USD) + (2 hours *15 USD) =110 USD

Summation and Reporting LevelsSelect the summation level to specify at what level the rule applies. This table describes the rule logic for eachsummation level option.



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Summation Level Rule Logic

Details

Process the rule against all time entries that match the time category conditions.

Day

Process the rule against hours entered for the entire day that match the time categoryconditions.

Time Card

Process the rule against hours entered for the entire period that match the time categoryconditions.

For time entry rules, specify at what level to display the rule message results. This table describes the rule logic for eachreporting level option.

Reporting Level Rule Logic

Details

Display rule results for all time entries that match the time category conditions.

Day

Display rule results for hours reported for the entire day that match the time categoryconditions.

Time Card

Display rule results for hours reported for the entire period that match the time categoryconditions.

Suppress Duplicate Messages DisplayDepending on the trigger actions congured in the rule template, the time entry or time device rule might generaterepeated messages for the same condition. Specify how to handle the generation of repeated messages by select one ofthese two values.

Suppression Value Description

Yes

Display the message just once.

No

Display the message every time the message generation event occurs.

The suppress message display option works with the reporting level option.

ExampleThe conguration of the time entry rule produces a warning message when employees exceed a maximum of 20 hoursfor a week. When time reporters save, submit, and resubmit their time cards they initiate the rule.



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An employee reports time for 10 hours per day for 5 days, saving the time card each day. This table describes howfrequently messages would appear based on the reporting level and whether you suppress duplicate messages.

Reporting Level Suppress Duplicate Messages Display Message Display Frequency

Time Card

Either Yes or No

Once

Day

No

3 successive days after reported timereaches 20 hours

Day

Yes

Once, on the third day when the reportedtime for the week exceeds the maximumof 20 hours

Process Empty Time CardFor time entry rules only, you can specify whether to process time cards that contain days with no time entry values. Ifyou select Yes, then the rule processes all entries, not just those with hours.

Time Card Events That Trigger RuleSelect the time card actions--Save, Submit, Resubmit, and Delete--that cause the time calculation or time entry rule torun. This table describes the default selections for each template type.

Template Type Default Selections

Time calculations Submit and Resubmit

You can't edit these selections.

You can select Save. You can edit this selection in rules that you create with this template type.

Time entry None

You can edit any selections in rules created with this template type.

Typically, you select:

• Save for rules with details and daily summation levels, such as when a rule validates adaily minimum

• Submit and Resubmit with the summation level of time card, such as when a rulevalidates a weekly maximum



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Formula Parameters in Time Rule Templates and RulesFormulas contain parameters that time repository rules use to provide values to the formulas for time validation andprocessing. Use the Create Rule Template Parameters page to congure the parameter seings in rules that you createwith the template. This table describes the parameters and identies whether they're editable and visible when youcreate rule templates and rules.

Seing Description Editable Visible

Display Sequence

Determines the order of theparameters on the Create Rulepage; the lower the number,the higher the priority

Edit

Not shown

Formula Parameter Name

Uniquely identies theparameter within theassociated formula

Read only

Not shown

Parameter Type Determines the expected

format of the parameter value,such as value set; xed text,number, date; time category;exclude; or message

Selecting Exclude preventsthe parameter from appearingin any rules created with thetemplate.

Select

Not shown

Required

Determines whether theparameter must be usedin rules created with thetemplate

Select

Read only

Value Set Determines the values that

appear in the Value choicelist on the Create Rule pagefor rules created with thistemplate

Available only if the parametertype is Value Set

Select

Not shown

Display name

Identies the parameterthat appears in the RuleParameters section

Enter

Read only



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Seing Description Editable Visible

Value

Shows the specic rule entryor selection to pass to theformula for use in timeprocessing

Not shown

Select or enter

Formula Outputs in Time Rule Templates and RulesFormulas contain outputs, which they use to return processing results to the time repository rule. On the Create RuleTemplate Outputs page, specify a display name for the formula outputs that return results. For time entry and timedevice rules, specify the message severity.

Tip: When creating time calculation rule templates, you can add time aributes as outputs. Use the GroupingStructure option to associate these time aributes with output values derived from the associated formula.

This table describes the output seings and identies whether they are visible and writable when you create ruletemplates and rules.

Seing Description Visible and Writable inTemplate

Visible and Writable in Rule

Display Sequence

Determines the order of theoutputs on the Create Rulepage

Edit

Not shown

Output Name

Uniquely identies the outputwithin the associated formula

Read only

Not shown

Message Severity Determines whether the

exception type for time entryand time card exceptions isInformation, Warning, orError

Select

Select

Display Name

Identies the variable thatappears in the Rule Outputssection of rules created withthis template

Enter

Read only

This table describes the output seings that are unique to time calculation rule templates and rules.



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Seing Description Visible and Writable in TimeCalculation Rule Template

Visible and Writable in TimeCalculation Rule

Output Group

Collects outputs andassociated time aributes forcalculation processing

Select

Read only

Time Aribute Determines the time aribute

Select the Measuretime aribute for allmeasure outputs, such asOUT_MEASURE_UNDER andOUT_MEASURE_OVER.

Select

Read-only

Value Type Determines whether the

person creating rules with thistemplate enters or selects thetime aribute value

Example: Data source

Read only

Not shown

Value Set Determines the values in the

Value choice list on the createand edit pages of rules createdwith this template

If the value type is Value Set,you must select the specicvalue set.

Select

Not shown

Output Source Identies the source of the

output or time aribute,Formula or User-dened

Read only

Not shown

Value

Specic time aribute value touse with the output results

Not shown

Select or Enter

How You Group Outputs in Calculation Rule Templatesand RulesWhen creating time calculation rule templates, use output groups to identify the time aributes that store outputs. Theassociated formula provides the outputs and groups, one group for each output. You select the time aribute outputvalues as you create rules using the rule template. In the Time Management work area, create templates using the RuleTemplates task and rules using the Rules task.



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ScenarioYou create a rule template that calculates time data weekly based on theWFM_THRESHOLD_TIME_CALCULATION_RULE formula, which has these 2 outputs:

• OUT_MEASURE_UNDER

• OUT_MEASURE_OVER

The Output Group choice list contains these values:

• Output Group 1

• Output Group 2

Grouping StructureOn the Outputs page, you complete these actions:

• For OUT_MEASURE_OVER, change the output group to Output Group 2.

• Set the time aribute for both measure outputs to Measure.

• Add one time aribute output to each output group, as shown in this table:

Output Name Time Aribute Output Group Display Name

PAY_TYPE_UNDER

Payroll Time Type

Output Group 1

Pay for Under Threshold

PAY_TYPE_OVER

Payroll Time Type

Output Group 2

Pay for Over Threshold

On the Outputs section toolbar:

• Use Grouping Structure to review your output groups in a hierarchy format.

• Use Reorder to edit the display sequence.

Time Aribute Values in the RuleYou create a rule using this template and set the values of the payroll time type for PAY_TYPE_UNDER andPAY_TYPE_OVER to Regular and Overtime, respectively. The rule sets calculated hours under the threshold value toregular time and the hours over the threshold value to overtime.

Related Topics

• Create a Rule Template That Calculates the Daily Threshold for Expenditure and Payroll Time Types

• Create a Rule That Calculates the Daily 8-Hour Threshold for Expenditure and Payroll Time Types



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How You Congure Explanation Text in Time RuleTemplates and RulesDescribe the business purpose of the time rule template on the Create Rule Template Explanation page. Use messagetokens as placeholders for parameter and output values. Creating a rule with the template substitutes the rule's valuesfor the message tokens in the rule explanation text.

This topic provides an example of how explanation text uses tokens in the template and rule, along with some bestpractice tips. By default, the values in the Message Tokens choice list are the parameter and output names providedby the associated formula. If you congure display names for the parameters and outputs in the rule template, then thechoice list values are the display names.

Example Template and Rule ScenarioTemplate: You create a time calculation rule template that evaluates all reported time and determines the appropriatepayroll time type based on a dened limit.

Rule: You use the template to create a rule that evaluates total reported time for all payroll time entries against a 40-hour threshold. It associates time under the threshold with the payroll time type Regular and time over the thresholdwith Overtime.

Message TokensThe messages tokens to insert as placeholders in this scenario are:

• {WORKED_TIME_CONDITION}

• {DEFINED_LIMIT}

• {OUT_PAY_TYPE_UNDER}

• {OUT_PAY_TYPE_OVER}

Template Text with Message TokensThis explanation is the full text with the message tokens inserted. Compare the total hours reported for the timecategory {WORKED_TIME_CONDITION} to the threshold maximum hours {DEFINED_LIMIT}. Associate the hoursunder the threshold with the payroll time type {OUT_PAY_TYPE_UNDER} and any hours over the threshold with{OUT_PAY_TYPE_OVER}.

Rule Text with ValuesThis explanation is the full text with the specied rule values substituted for the message tokens. Compare the totalreported hours dened in the time category All Payroll Entries to the threshold maximum hour 40. Associate thehours under the threshold with the payroll time type Regular and the hours over the threshold with Overtime.



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Best PracticesThese are some best practices when writing text that includes tokens:

• Include abbreviations in tokens are easy to recognize.

• Qualify tokenized text by inserting a word or phrase right before or after the token that describes what thetoken is.

• Ensure that the qualier text and the token name make sense together, as shown in the examples in followingtable.

Example of Incorrect Pairing Examples of Correct Pairings

The time card was approved by theapprover {STATUS}.

The approver {APPROVER_ NAME} approved the time card. The invoice was approved and is now in status {STATUS}.

• Read your explanation text without the token to check if the explanation makes sense.

• Use tokens for numbers carefully. Qualify tokens for numbers that are objects, such as number of hours or timetype. If a token represents an amount that could be singular or plural, the text must support both scenarios.

Processing Order in Time Calculation Rule SetsThe time calculation rules run in a dened processing order in the rule set. Processing order one processes rst. Thisexample shows the processing order for a rule set that incorporates two other rule sets.

Rule set A denition:

Processing Order Rule Member

1

Rule 1

2

Rule 2

Rule set B denition:


1

Rule 3

2

Rule 4



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Rule set C denition:


1

Rule 5

2

Rule set B

3

Rule 6

4

Rule set A

The order of processing rules in rule set C is:

1. Rule 52. Rule 33. Rule 44. Rule 65. Rule 16. Rule 2

How You Analyze Processing Details for Time Rules andRule SetsYou can analyze the formulas, rules, and rule sets used to validate and process a person's time card. To review theprocessing logs and diagnose any errors, use the Analyze Rule Processing Details task in the Time Management workarea.

• To view details of the time repository rule that includes the parameter and output values, click Rule Denition.

• To view the processing logs that help you diagnose processing issues, click Rule Processing Log or Rule SetProcessing Log.

• To view details of the formula associated with the rule templates, click Formula Details.

Correct any errors using the relevant task. For example, if you nd errors when processing a rule template, use the RuleTemplate task to x them.

For details about these tasks, see Time and Labor Fast Formula Reference Guides (1990057.1) on My Oracle Support athps://support.oracle.com:

• Enable and disable rule set log les.

• Enable the deletion of rule set log les.

• Set up the data role and security prole required to analyze rule processing details.



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Rule Templates and Rules FAQs

Can I create absence entries using time calculation rules?No. Time reporters must manually create absence entries for time cards.

Why can't I edit some rule templates?You can't edit templates used to create rules, regardless of whether these rules are associated with a worker timeprocessing prole.

Why can't I edit some rules?You can't edit rules that were associated with a worker time processing prole to generate time card entries.


Chapter 18Rule Templates and Rules Conguration Procedures

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18 Rule Templates and Rules CongurationProcedures

Create Time Rule TemplatesUse formulas to build templates for creating many time rules. The rule template ensures that:

• The parameters are of the correct parameter type

• The outputs use only specic time aributes

• The correct number of outputs are associated with the formula results

Create time rule templates using the Rule Templates task in the Time Management work area.

1. On the Rule Templates page toolbar, click the Create icon.2. On the Create Rule Template dialog box, complete these steps:

a. Select the template type.b. Select the formula to associate with the template.c. Click Continue.

3. On the Create Rule Template: Denition page, complete these steps:

a. Complete the Basic Information section.b. In the Time Card Events that Trigger Rule section, select the time card actions that initiate the rule. This

step isn't applicable to time device and submission rule templates.

Tip: You can edit the Save seing when creating time calculation rules. You can edit allaction seings when creating time entry rules.

c. Click Next.4. On the Create Rule Template: Parameters page, complete these steps:

a. Congure the parameters provided by the associated formula.b. Click Next.

5. On the Create Rule Template: Outputs page, complete these steps:

a. Congure the outputs provided by the associated formula. The delivered time allocation formula doesn'tcontain any outputs. You specify rule outputs in time allocation congurations that you create using theTime Allocation task.

For time calculation rule templates only, you also:

• Select a time aribute for each output. For measure outputs, select the Measure time aribute.• Select the output group for each output. The associated formula provides the output groups, one

group for each output.• Optionally, add time aributes and select an output group to associate each aribute with one or

more outputs. If you don't add time aributes outside of the formula, then the application uses thetime aribute from the reported time.



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Example: You use the same payroll time aribute for the parameters and outputs for the reportedand calculated regular time entries. You add an aribute for the calculated overtime entry. So, youdon't include a time aribute in the output group with outputs under the threshold. You do includea time aribute in the output group for over threshold outputs.

b. Click Next.6. On the Create Rule Template: Explanation page, complete these steps:

a. Enter the business purpose of the rule template in the Explanation eld. Congure the explanation foreach rule created with the template by inserting message tokens to act as placeholders. The templatedynamically generates the Message Tokens choice list from the parameters provided by the associatedformula. The rule explanation substitutes parameter values set in the rule for the tokens.

Source Example Explanation

Template

When the total reported hours for the {WORKED_ TIME_ CONDITION} time categoryexceed the maximum {DEFINED_ LIMIT} hours, display the message {MESSAGE_CODE}.

Rule

When the total reported hours for the time category All Payroll Entries exceed themaximum 45 hours, display the message HWM_ FF_ TER_ PERIOD_ GT_MAX_ERR.

b. Click Next.7. On the Create Rule Template: Review page, click Save and Close.

Related Topics


• Options to Congure Time Rule Templates

• Formula Parameters in Time Rule Templates and Rules

• How You Group Outputs in Calculation Rule Templates and Rules

• Formula Outputs in Time Rule Templates and Rules

Create Time RulesCreate time rules that validate and process time using the Rules task in the Time Management work area.

1. On the Rules page toolbar, click the Create icon.2. On the Create Rule dialog box, complete these steps:

a. Enter a rule name.b. Select the template type.c. Select the rule template to use to create the rule.d. Click Continue.

3. On the Create Rule page, complete these steps:

a. In the Basic Information section, enter a description.



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b. In the Time Card Events that Trigger Rule section, check whether the default values from the selectedtemplate match your rule requirements. This section isn't included in the time device and timesubmission rule templates.

c. In the Rule Parameters section, enter or select values for the parameters from the selected rule template.d. In the Outputs section, select values for the outputs from the selected rule template. The delivered time

allocation formula doesn't contain any outputs. You specify rule outputs in time allocation congurationsthat you create using the Time Allocation task.

• For time calculation rules, select the time aribute values.• For time device, entry, and submission rules, select the message severity.

e. Click Save and Close. Every time that you create a time submission rule, the application automaticallycreates a corresponding rule set. Each time submission rule set can contain only one rule.

Related Topics• How Formulas and Time Rule Components Work Together• Formula Parameters in Time Rule Templates and Rules• Formula Outputs in Time Rule Templates and Rules• How You Group Outputs in Calculation Rule Templates and Rules

Create Time Rule SetsCreate a collection of time repository rules and rule sets. For example, a time entry rule set has two rules. One rulerequires employees to report at least 8 hours per day. The other rule requires that employees report no more than 45hours per week. The rule set validates all time card entries and displays a warning message when time is under thedaily minimum or over the weekly maximum. Assign rule sets to groups of employees with similar vacation and timevalidation and processing requirements.

Create rule sets using the Rule Sets task in the Time Management work area.

1. On the Rule Sets page toolbar, click the Create icon.2. On the Create Rule Set dialog box, complete these steps:

a. Enter the rule set name.b. Select the rule set type.c. Edit the eective date, as required. The default value is the current system date. Select a date that

coincides with the start of a time card period.d. Click Continue.

3. On the Create Rule Set page, complete these steps:

a. In the Basic Information section, enter a description.b. Edit the eective date to control when the new rule or rule edits take eect.c. In the Rule Set Members section, add the rules and rule sets that you want to include in this rule set. For

the members, the lower the processing sequence, the higher the processing priority.d. Click Save and Close.

Related Topics• How Formulas and Time Rule Components Work Together• Processing Order in Time Calculation Rule Sets



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Create a Rule Template That Calculates the DailyThreshold for Expenditure and Payroll Time TypesThis example shows how to create a time calculation rule template that calculates daily regular and overtime using timecategory and threshold parameters. The calculation converts hours-based time aributes over and under the thresholdvalue to separate time aributes for expenditure and payroll time types.

This example congures the template to:

• Update reported time by reapportioning calculated results, rather than creating additional hours.

• Automatically set rules created with this template to run whenever time reporters save, submit, or resubmittime cards. This conguration ensures that the rules run whenever time reporters save their time cards,typically after entering worked time at the end of each day. The rules also run when time reporters edit andsubmit their time cards without saving.

• Calculate time under and over the threshold using these time aributes: PJC_EXPENDITURE_TYPE_NAME andPayrollTimeType.

• Edit the explanation for each rule created with this template, using parameter and output variable values set ineach rule.

Creating a Time Calculation Rule TemplateUse the Rule Templates task in the Time Management work area.

1. On the Rule Templates page toolbar, click the Create icon.2. On the Create Rule Template dialog box, complete these steps:

a. Complete the rule template elds, as shown in this table.

Field Value

Template Type

Time calculation rule

Formula Name

WFM_ THRESHOLD_ TIME_ CALCULATION_ RUL

b. Click Continue.3. On the Create Rule Template: Denition page, complete these steps:

a. Complete the basic information elds, as shown in this table.

Field Value

Name

Daily Threshold for Expenditure and Pay Types



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Field Value

Description

Calculates daily time for specic expenditure and payroll types using time category andthreshold parameters

Rule Classication

Threshold

Rule Execution Type

Update Reason: Handle overtime by spliing the existing total hours between two Payroll TimeType time aribute values.

Summation Level

Day

b. In the Time Card Events that Trigger Rule section, select Save.c. Click Next.

4. On the Create Rule Template: Parameters page, complete these steps:a. Complete the parameter elds, as shown in this table.

Formula Parameter Name Parameter Type Display Name

DEFINED_LIMIT

Fixed number

Daily Threshold

WORKED_ TIME_ CONDITION

Time category

Time Category

b. Click Next.5. On the Create Rule Template: Outputs page, complete these steps:

a. On the Outputs toolbar, click Add four times to insert four table rows.b. Complete the two existing and four new outputs, as shown in this table. This worked example showcases

using dierent under threshold project and payroll time aributes than those selected for the reportedtime. If you use the same time aributes in the output that you do in the parameters, you don't have toinclude rows 2 and 3.

Note: After inserting the four rows, the rst time that you click a eld, a comprehensivemessage about all of the missing required values appears. Click OK to close themessage and complete the elds.

DisplaySequence

Output Name Output Group Time Aribute Value Type Display Name

1

OUT_MEASURE_UNDER

Output Group 1

Measure

N/A

Under CalculatedHours



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DisplaySequence

Output Name Output Group Time Aribute Value Type Display Name

2

EXPEND_ATTRIBUTE_UNDER

Output Group 1

PJC_EXPENDITURE_TYPE_NAME

Data source

UnderExpenditureType

3

PAY_ATTRIBUTE_UNDER

Output Group 1

PayrollTimeType

Data source

Under Pay Type

4

OUT_MEASURE_OVER

Output Group 2

Measure

N/A

Over CalculatedHours

5

EXPEND_ATTRIBUTE_OVER

Output Group 2

PJC_EXPENDITURE_TYPE_NAME

Data source

OverExpenditureType

6

PAY_ATTRIBUTE_OVER

Output Group 2

PayrollTimeType

Data source

Over Pay Type

c. On the Outputs section toolbar, click Reorder.d. On the Reorder Display Sequence dialog box, complete these steps:

i. Reorder the display sequence as specied in the preceding table.ii. Click OK.

e. On the Create Rule Templates: Outputs page, click Next.6. On the Create Rule Template: Explanation page, complete these steps:

a. In the Explanation section, create this explanation. Place your cursor where you want to insert aplaceholder. Use the Message Tokens choice list to insert the appropriate token placeholder.

Compare the total daily hours identied by the time category {WORKED_TIME_CONDITION} withthe threshold {DEFINED_LIMIT}. For hours under the threshold, set the expenditure type name to{EXPEND_ATTRIBUTE_UNDER} and the pay time type to {PAY_ATTRIBUTE_UNDER}. For hours overthe threshold, set the expenditure type name to {EXPEND_ATTRIBUTE_OVER} and the pay timetype to {PAY_ATTRIBUTE_OVER}.

b. Click Next.7. On the Create Rule Template: Review page, complete these steps:

a. Review the basic information, time card events that trigger rule, parameters, outputs, and explanation.b. Ensure that the outputs display sequence is as expected.c. Click Save and Close.



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Create a Rule That Calculates the Daily 8-Hour Thresholdfor Expenditure and Payroll Time TypesThis example shows how to create a time calculation rule that calculates daily regular time and overtime for expenditureand payroll types. It congures the rule to use an 8-hour threshold and update reported time by adjusting calculatedresults, rather than creating additional hours. It pays calculated time under the threshold using the Regular Hoursaribute value and over the threshold using Overtime Hours.

Prerequisites1. Create the Daily Threshold Hours time calculation rule template.

Creating a Time Calculation RuleUse the Rules task in the Time Management work area.

1. On the Rules page toolbar, click the Create icon.2. On the Create Rule dialog box, complete these steps:


Field Value

Name

Daily Threshold 8 Hours Update TCR

Template Type


Rule Template Name

Daily Threshold Hours Template

b. Click Continue.

3. On the Create Time Calculate Rule: Daily 8-Hour Threshold for Expenditure and Pay Types page, completethese steps:

a. In the Basic Information section, Description eld, enter this text: Calculates daily regular time andovertime for expenditure and payroll types using all time entries and an 8-hour threshold.

b. Complete the rule parameter elds, as shown in this table.

Display Name Value

Daily Overtime Threshold

8



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Display Name Value

Time Category

All Payroll Entries

c. In the Outputs section, search for and select these output values:

Display Name Value

Under Expenditure Type

Professional Straight Time

Under Pay Type

Regular

Over Expenditure Type

Professional Overtime

Over Pay Type

Overtime

d. Click Save and Close.

Create and Assign a Cost Center, Program, and FundTime AllocationThis worked example automatically allocates time entries associated with regular payroll time aributes to the dierentcost centers, programs, and funds. These allocations are based on hours-based, daily thresholds. It also automaticallyallocates 100 percent of time entries associated with on call payroll time aributes to a specic cost center.

The basic process for creating the time allocation and associating it with employees is:

1. Create the time allocation.2. Assign the time allocation to one or more persons, groups, or both.3. Create a time calculation rule that initiates time allocation calculations.4. Associate the time calculation rule that initiates time allocation with employees.

Prerequisite SetupComplete these setup tasks before creating the time allocation and associating it with employees.

1. Congure time entry objects.2. Congure layout sets and time entry proles.



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1. Congure Time Entry ObjectsYou must complete these tasks in the Setup and Maintenance work area, Workforce Deployment oering beforecreating this allocation:

1. Prepare costing aributes, including Cost Center, Program, and Fund, for use in time card elds by completingthese tasks:

a. Create payroll value sets using the Manage Value Sets task.b. Set up the cost allocation key exeld using the Manage Cost Allocation Key Flexeld task.c. Set up the cost allocation key exeld usage to be available at the element entry level.d. Generate the costing time aributes using the Generate Data Dictionary Time Aributes task.

2. Create payroll elements and calculation components for time cards that uniquely identify regular and on callhours using the Manage Elements task.

3. Create time entry elds that enable employees and managers to report relevant time using the Time EntryLayout Components task.

4. Create time categories that uniquely identify regular and on call time entries using the Time Categories task.5. Create time calculation rules to automatically generate relevant time entries using the Time Rules and Time

Rule Sets tasks.6. Create the RN in CA on Primary Assign group using the HCM Groups task.

2. Congure Layout Sets and Time Entry ProlesTo view and override time allocations, you must also complete these tasks:

1. Add the dependent elds for the cost segments to time review, view, and approval notication layouts in alayout set.

2. Associate the layout set with the relevant employees and their managers using worker time entry setup prolesand HCM groups.

Creating the Cost Center, Program, and Fund Time Allocation1. In the Time Management work area, on the Tasks panel tab, click Time Allocations.2. On the Time Allocations page toolbar, click the Create icon.3. On the Create Time Allocation page, in the Allocation Name eld, enter Cost Center, Program, Fund.4. In the Description eld, enter Allocates regular, holiday premium, and on call hours among Cost Center,

Program, and Fund cost segments.5. In the Source section, create and complete rows, as shown in this table.

Processing Sequence Allocation Type Summation Level Time Category

1

Hours

Daily

Regular

2

Percentage

N/A

On Call



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6. Congure the output for the rst source by completing these steps:a. In the Source section, select the rst row, which contains the Regular time category.b. In the Output section, add the time aributes, as shown in this table.

Aribute Display Sequence Time Aribute

1

Cost Center

2

Program

3

Fund

c. Complete the output rows, as shown in this table.

ProcessingSequence

Hours Cost Center Program Fund

1

8

2210

1000

1110

2

16

3320

2000

1120

3

24

4430

3000

1130

7. Congure the output for the second source by completing these steps:a. In the Source section, select the second row, which contains the On Call time category.b. In the Output section, add the Cost Center time aribute.c. Complete the output row, as shown in this table.

Processing Sequence Percentage Cost Center

1

100

5000

8. Click Save and Close.9. On the Time Allocations page, click Done.

Assigning the Time Allocation to Employees1. On the Tasks panel tab, click Allocation Assignments.2. On the Allocation Assignments page toolbar, click the Create icon.3. On the Create Allocation Assignment: Assignment Denition page, complete these steps:

a. In the Allocation Name eld, search for and select Cost Center, Program, Fund.b. Add an assignment range with the start date of today.



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c. Click Next.4. On the Create Allocation Assignment: Person Assignments page, complete these steps:

a. In the Group Name eld, select RN in CA on Primary Assign.b. Click Search.c. Click Next to assign the allocation to all RN in CA on Primary Assign group members.

5. On the Create Allocation Assignment: Review page, complete these steps:a. Review the assignment denition and ranges, and the person assignments.b. Click Save and Close.

6. On the Allocation Assignments page, click Done.

Creating the Calculation Rule That Initiates the Time Allocation1. On the Tasks panel tab, click Rules.2. On the Rules page toolbar, click the Create icon.3. On the Create Rule dialog box, complete these steps:


Field Value

Name

Initiate Time Allocations

Template Type


Rule Template Name

Time Allocation Template

b. Click Continue.4. On the Create Rule: Initiate Time Allocations page, complete these steps:


Field Value

Description

Initiate any time allocation calculations assigned to employees with time processingproles containing this rule

Match Total Allocated Hours withHours Identied by the Allocation

Yes

b. Click Save and Close.5. On the Rules page, click Done.



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Associating the Time Calculation Rule That Initiates TimeAllocation with Employees

1. Add the Initiate Time Allocations rule to the appropriate time calculation rule sets. If you use other timecalculation rules to calculation regular and on call hours, position this rule after them in the rule set processingsequence.

2. Add the time calculation rule sets to appropriate worker time processing setup proles.

Related Topics

• Congure Dependent Fields for Labor Costing Overrides

• How You Allocate and Assign Employee Time to Cost Segments

• Dene HCM Groups


Create the Projects and Payroll Time Calculation Rule SetThis example shows how to create a time calculation rule set that contains two rules to handle overtime for speciedweekly and daily thresholds.

Prerequisites1. Create these time calculation rules:

◦ Daily 8-Hour Threshold for Expenditure and Pay Types

◦ Cost Center, Program, Fund

Creating a Time Calculation Rule SetUse the Rule Sets task in the Time Management work area.

1. On the Rule Sets page toolbar, click the Create icon.2. On the Create Rule Set dialog box, complete these steps:


Field Value

Name

Use Writers

Rule Set Type Time calculation rule



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Field Value

Eective Start Date

The appropriate date for the rule to take eect

b. Click Continue.3. On the Create Rule Set: US Writers page, complete these steps:

a. In the Basic Information section, enter a description.b. On the Rule Set Members section toolbar, click the Add icon twice to add two rule members.c. Complete the elds for the two rule members, as shown in this table.

Rule Processing Sequence Member Type Member Name

First

1

Rule

Daily 8-Hour Threshold forExpenditure and Pay Types

Second

2

Rule

Initiate Time Allocations

d. Click Save and Close.



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Chapter 19Time and Compliance Exceptions and Alerts

149

19 Time and Compliance Exceptions andAlerts

Congure Workforce Compliance Checks and ExceptionAlertsPrevent exceptions by checking compliance outside of the time management process. You can create compliance rulesthat generate alerts based on time card data and unprocessed time events using these tasks. Tasks in the Setup andMaintenance work area are part of the Workforce Deployment oering, Time and Labor functional area.

Sequence Task Description Work Area

1

Manage Fast Formulas

Create formulas to use inworkforce compliance rules.

Setup and Maintenance

2

Workforce ManagementLookups

Review delivered lookupvalues for use withtime collection deviceexceptions. Add additionallookup codes to theORA_HWM_TCD_EXCEPTION_TYPElookup type if the deliveredcodes don't meet yourbusiness requirements.


3

Time Rule Templates Rule Templates

Create and edit workforcecompliance rule templates.Use time categories in ruletemplates to summarizetime and compare dierentcategories of time.

Setup and Maintenance Time Management

4

Time Rules Rules

Create and edit workforcecompliance rules based onyour rule templates.


5

Time Rule Sets Rule Sets

Create and edit collections ofworkforce compliance rulesand rule sets.


6

HCM Groups

Create and edit groupdenitions used to associateworkforce compliance ruleswith members and indirectlywith their managers.



Chapter 19Time and Compliance Exceptions and Alerts

150


Review the delivered groupsto determine whether yourequire additional ones.

7

Create Alert Template Edit Alert Template

Congure noticationsthat alert appropriate usersof workforce complianceissues before they becomeexceptions by email orthrough Worklist. Thedelivered notication is HWMTime Exceptions fromCompliance Rules.

Alerts Composer

After you congure the workforce compliance objects, you schedule recurring compliance alerts using the ScheduledProcesses task in the Time Management work area. In the Process Details dialog box for the Generate TimeExceptions from Compliance Rules process complete these steps:

1. Click Advanced.2. On the Parameters tab, select the appropriate combination of workforce compliance rule set, HCM group name,

and date range.3. Select Send alert immediately and then the applicable alert templates.4. On the Schedule tab, specify whether to run the process as soon as possible or using a schedule. Congure a

schedule to run the process with a recurring frequency.5. Submit the congured process.

Related Topics


How You Congure Alert Notications for TimeExceptionsCongure alert notications for time exceptions so that managers can more quickly resolve them. In the AlertsComposer work area, add resource alerts that use either the timeRecords or timeRecordGroups resource. Youschedule when the alert is sent while you are adding the resource alert.


Chapter 20Time Collection Device Congurations

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20 Time Collection Device Congurations

How You Process Events from Time Collection DevicesTo process time collection device events, you regularly export data to the devices, import data from them, and handleexceptions. To process web clock events, you regularly import reported time data and handle exceptions. To setup processing of time device events, you congure supplier lookups, event mappings, and export data. To set upprocessing of web clock events, you congure web clock buons, the web clock layout, and worker time entry setupproles. To complete setup for both time collection devices and web clock, you also congure rules, device processingproles, and employee groups.

This gure shows the ongoing process of collecting time device and web clock events through to creation or completionof time entries. You regularly export person and employment data to third-party time devices and import time deviceand web clock events. The import process initiates validations of the imported time data and identies any badge andtime entry exceptions for resolution by time and labor managers. The process uses valid events to create or completetime entries.

Oracle Fusion Time and Labor

Validate imported data

Export Person and Employment Data

Time Collection DeviceImport Device Data

Datavalid?

Set up and maintain

configuration

Yes

No Create badge and time entry exceptions

Resolve exceptions

Create or complete time card entries

Web Clock



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Seing Up and Maintaining Time Collection Device CongurationsFor third-party collection methods, you must complete the time entry and processing object conguration tasks. Youmust also complete these conguration tasks in the sequence listed to:

• Transfer data to and from third-party devices.

• Process time device and web clock events.

Tasks in the Setup and Maintenance work area are part of the Workforce Deployment oering, Time and Laborfunctional area.

Sequence Setup Task Work Area Applicable CollectionMethod

1 Workforce Management

Lookups

• ORA_HWM_TCD_SUPPLIERS• ORA_HWM_TCD_SUPPLIER_EVENTS


Time collection device les

2

Time Device Event Mappings

Time Management Setup and Maintenance


3

Time Device Event MappingSets



4

Congure Time Eventresources and requests

Documented in REST APIfor Oracle Global HumanResources Cloud on hp://docs. oracle.com


5

Time Device Export Data



6

Congure Time CollectionDevice Setup Data Exportbusiness object services andservice data objects

Documented in SOAP WebServices for Oracle HCM Cloudon hp://docs. oracle.com


7

Scheduled Processes -Workforce Management TimeDevice Export Data Export Time Device DataConguration



8

Rules

Time Management

Web clock and time collectiondevice les



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Sequence Setup Task Work Area Applicable CollectionMethod

Time Rules


9

Rule Sets Time Rule Sets



10

Time Device ProcessingProles



11

Scheduled Processes -Generate Time Cards fromTime Collection Device

Time Management


Exporting Data to Time Collection DevicesExport data for time collection devices includes person information, payroll time types, and published employeeschedules. Use the Workforce Management Time Device Export Data process to:

• Run a one-time, full export of data to the time collection devices during implementation

• Maintain current data on the time device by scheduling full and partial recurring and one-time exports

Schedule this process using either of these two tasks:

• Export Time Device Data Conguration task in the Setup and Maintenance work area

• Scheduled Processes task in the Time Management work area

Web clock doesn't require export data because it gets person and schedule data directly from the time repository.Relevant payroll time data is contained in each buon denition.

For details on conguring the Time Collection Device Setup Data Export business object services and service dataobjects, see SOAP Web Services for Oracle HCM Cloud on hp://docs.oracle.com.

Importing Time Events from Time Devices and Web ClockThe Generate Time Cards from Time Collection Device process imports time reported using third-party time devicesand web clock. You transfer time data from a third-party time device using the Time Event REST web service. Typically,the time collection device performs time event transfers in regularly scheduled batches.

The process handles imported time events using one of these methods, depending on the verication results:

• Returns inaccurately formed resources in an error status

• Saves accurately formed resources to the time repository for further functional validations



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For details on conguring the Time Event resources and requests, see REST API for Oracle Global Human ResourcesCloud on hp://docs.oracle.com.

Validating and Processing Imported Time Device and Web ClockEventsThe Generate Time Cards from Time Collection Device process validates imported time device events using eventmappings, which link supplier device events to application events. It processes valid time device and web clock eventsusing time device rules, published employee schedules, and dened shift limits. This table describes the applicationprocessing actions that occur depending on the validation results.

Validation Results Application Processing Action

Valid

• Creates incomplete time entries for In application events• Completes time entries after receiving the corresponding Out application event

Invalid

• Creates time entry exceptions

Handling ExceptionsTime-device-related exceptions typically occur when the application can't:

• Identify the employee for the time event

• Match the imported supplier device event with an application event

In the Time Management work area, you can review and x unidentied employee exceptions using the Resolve BadgeExceptions task. You can also review and x time entry exceptions using either the Resolve All Exceptions by Workeror Time Entries task.

Related Topics

• How Time Processing Prole Components Work Together

Best Practices for Creating Time Device ProcessingObjectsYou must create separate time device processing proles for each unique combination of device processingcomponents, as shown in this gure. You want to create a prole for employees who share similar time entry andprocessing requirements for third-party time devices and web clock. The more device processing objects that you



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create, the greater the ongoing maintenance eort. You want to nd a balance between optimizing the deviceprocessing experience for your employees and the eort required to maintain that experience.

Time Device Event Mapping Set

Time Rule Set

Time Device ProcessingProfile 1

Event Mapping Set A

Group 1

Time Device RuleSet A

Time Submission Rule Set A

Time Device Export Data A




HCM Groups

Create time device processing objects in the sequence listed using the tasks and work areas identied in this table.Tasks in the Setup and Maintenance work area are part of the Workforce Deployment oering, Time and Laborfunctional area.

Sequence Setup Task Work Area Applicable Devices

1

Time Entry LayoutComponents


Web clock

2

Layout Sets Time Layout Sets


Web clock

3



Web clock

4



Time collection device

5

Time Device Event MappingSets


Time collection device

6 Time Device Export Data Setup and Maintenance Time collection device



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Sequence Setup Task Work Area Applicable Devices

7

Rules Time Rules


Web clock and time collectiondevice

8

Rule Sets Time Rule Sets



9

Time Device ProcessingProles



Time Device Event Mappings and Web Clock Buon DenitionsUse these questions to help you determine the time event mappings or web clock buon denitions that you require:

• What events do you record with your time collection devices or web clock, for example shift start, break, meal,and shift end? To ensure accurate time event validation and processing, there can't be any ambiguity aboutthe time events that each device provides. They must clearly and consistently map to an In, Out, In and Out, orOut and In application event. For example:

◦ You identify when employees start their work using the Start Shift time device event, which maps to theIn application event.

◦ You identify when employees take a break using either of these methods. Map one time device event,Break, to the Out and In application event. Or, map two time device events, Shift End and Break In, tothe Out and In application events, respectively.

• What are the time aributes and aribute values that correspond to the time device or web clock events? Forexample, the Start Shift, Break, and Meal time device events all map to the Payroll Time Type time aribute.As this table shows, the events each have dierent aribute values.

Time Device Event Payroll Time Type Aribute Value

Start Shift

Regular

Break

Paid Break

Meal

Unpaid meal

Using discrete time aributes enables you to report in greater detail, but might require additional eventmappings and mapping sets or web clock buons. For example, since you pay breaks and shifts at the samerate, you could use the same Payroll Time Type aribute value for both. Since you don't pay for meals,



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you could decide not to associate any time aribute. Time device rules could still validate the event but timecalculation rules would ignore it.

Time Device Event Mapping Sets and Web Clock BuonsYou can associate only one mapping set with a time device processing prole. You can associate as many mappingswith a mapping set as you want.

You indirectly associate web clock events with a time device processing prole by:

1. Associating a web clock with employees using the worker time entry setup prole2. Assigning the same employees to a time device processing prole that doesn't include an event mapping set or

time device export data

When you create a layout component for web clock, you can dene as many buons as you want.

Use these questions to help you determine the event mapping sets or web clock buons and buon denitions that yourequire:

• Are there unique events for time collection devices or web clocks in dierent areas, buildings, or regions?

• Are there events that are relevant only in certain years, for example, some time aributes relate to a locationthat you closed?

• Do you group certain events from time devices or web clock together for the purpose of payroll eligibility? Forexample, some payroll-related time aributes are eective for only certain date ranges.

Time Device Export DataYou can associate only one time device export data record with each device processing prole. You must create aseparate export data record for each unique combination of data that you regularly send to the time collection device.Examples of export data are:

• Person identication data, such as rst and last name and badge ID

• Other data, such as payroll time types and published employee schedules

Use these questions to help you determine the export data records that you require:

• What data does the time device require to provide complete time event records?

• What data, if any, do employees require when they report time using the device? For example, you requireemployees to select their location when they report time.

Because web clock is part of the delivered Time and Labor solution, you don't have to create and send export data toprovide relevant information.

Time Device and Submission Rule SetsYou can associate only one time device and one submission rule set with a device processing prole. Use rules sets toassociate rules with employee groups that have similar validation and submission requirements for events from third-party time devices or web clock. You can associate as many time device rules with a rule set as you want. When youcreate a time submission rule, the application automatically creates the rule set, as each submission rule set can containonly one rule.



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Use these questions to help you determine the rules that you require:

• Do you want to validate time device or web clock events against published employee schedules and designatedshift limits? Or do you want to accept all time entries automatically? Shift limits consist of a grace period, startand end early and late periods, and start and end early and late violation types.

• Do you want to validate that certain employee groups satisfy a specied minimum rest period between shifts?

• Do you want to automatically save time card entries created with the time device or web clock events andsubmit the time cards? What conditions, such as the type or number of events initiate an automatic save? Whatconditions, such as number of events, duration, or schedule, initiate an automatic submission? For example,automatically submit time cards after the eighth time event on the last day of the time card period.

GroupsYou associate one or more groups with each device processing prole. Dene separate groups wherever the employeecharacteristics are unique among proles or groups of proles. For example, you group your employees into separategroups based on the country where they work.

How You Congure Mappings and Mapping Sets forTime Device EventsTo process events imported from time collection devices, you must map the supplier device events to events recognizedby Oracle Fusion Time and Labor. Also, link the device events to the payroll time types that each employee is eligible for.Bundle related mappings into mapping sets, which you include in time device processing proles.

Use these tasks in the Time Management work area to create and maintain event mappings and mapping sets:

• Time Device Event Mappings

• Time Device Event Mapping Sets

Event MappingsEvent mappings link supplier device events to application events. They also identify the time aributes and defaultaribute values that correspond to each device event. This table describes the four application event values, whichcorrespond to the start and stop of activities, such as a shift, break, or meal.

Application Event Description Example

In

Used with the specied time aributes tocreate the start time event for an activity.

Start shift

In and Out

Used with the specied time aributes tocreate the start time event for one activityand the stop time event for anotheractivity.

Start break and stop shift

Out and In

Used with the specied time aributes tocreate the stop time event for one activity

Stop shift and start break



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Application Event Description Example

and the start time event for anotheractivity.

Out

Used with the specied time aributes tocreate the stop time event for an activity.

Stop shift

When creating event mappings, you would typically use either the In and Out or Out and In value within a mapping set,but not both.

Event Mapping SetsMapping sets group mappings for a specic supplier device and the employees who use the device.

Caution: Including multiple mappings for the same supplier device event in a single mapping set leads tounpredictable processing. For example, you map the same device event to these combinations of pay typeand costing time aributes: Regular and Administration, and Regular and Engineering. You include bothmappings in the same mapping set. The import process has no logic that determines which mapping theprocess uses for each imported time device event. For best results, name and describe your device eventmappings so that you include only 1 mapping per supplier device event in each mapping set.

Event Mappings UsageThe Import Time Cards from Time Collection Devices process matches supplier device events to event mappingscomposing the mapping set in the device processing prole. This table describes the time entry action that the processtakes, depending on whether it nds a match.

Match Found Process Action

Yes For In events, create an incomplete time entry using the time aributes specied in the

matching event mapping.

For Out events, complete the corresponding, existing time entry.

No Create a time entry exception.

Use the Resolve All Exceptions by Worker or Time Entries task to review and x theseexceptions.

Supplier-Related Choice ListsYou identify the supplier and supplier device event on the Create Time Device Event Mapping page, using lookup typesdescribed in this table.



160

Event Mapping Choice List Lookup Type Description

Supplier

ORA_ HWM_ TCD_SUPPLIERS

The company supplying the timecollection device

Supplier Device Event

ORA_ HWM_ TCD_ SUPPLIER_ EVENTS

The time events recognized by the timecollection device supplier, such as Clock Inor Meal Out

Use the Workforce Management Lookups task to create values for these lookup types and edit existing values. Thistask is in the Setup and Maintenance work area, Workforce Deployment oering, Time and Labor functional area.

Note: Lookup codes for supplier device events must start with the supplier lookup code. For example, if youhave a supplier lookup code ABC, start the lookup code for the corresponding supplier device event withABC_.

Related Topics

• Overview of Lookups

Examples of Mappings for Time Device EventsThis example shows how to create mappings between supplier device events and application events. It also shows whenyou would include and exclude time aributes in the mappings.

Event Mapping ScenarioThe AB Company supplies the time collection device for this mapping set example. Hourly employees must registertheir presence for their shifts and absences for breaks and meals. Breaks are paid at regular rates while meals aren'tpaid.

Event Mapping SetThis table shows a mapping set composed of mappings between supplier device and application events andcorresponding time aributes and aribute values.

Event Mapping Name Supplier Device Event Application Event Time Aribute Default Values

AB Start Shift

Start Shift

In

Payroll Time Type

Regular

AB Stop Shift, StartBreak

Start Break

Out and In

Payroll Time Type

Out: Regular In: Paid Break

http://www.oracle.com/pls/topic/lookup?ctx=fa20b&id=952F228A24437FF2E040D30A6881577F



161

Event Mapping Name Supplier Device Event Application Event Time Aribute Default Values

AB Stop Break, StartShift

Stop Break

Out and In

Payroll Time Type

Out: Paid Break In: Regular

AB Stop Shift, StartMeal

Start Meal

Out and In

Payroll Time Type

Out: Regular In: Unpaid Meal

AB Stop Meal, StartShift

Stop Meal

Out and In

Payroll Time Type

Out: Unpaid Meal In: Regular

AB Stop Shift

Stop Shift

Out

Payroll Time Type

Regular

AnalysisThe Out and In application event ensures that there are no gaps when employees report breaks and meals within ashift. Although there is one application event in this instance, the Generate Time Cards from Time Collection Deviceimport process creates 2 time events. The rst time event is an Out event, immediately followed by an In event. Forexample, in the AB Stop Shift, Start Break mapping, the Out event corresponds to stopping the shift. The In eventcorresponds to starting the break.

Payroll elements created for time card usage provide the default values for the Payroll Time Type time aribute.

Resulting Time Card EntriesThis table shows the time entries that the Generate Time Cards from Time Collection Device import process createsas an employee badges in and out.

Time Aribute Values Wednesday Start Wednesday End

Regular

08:00

10:00

Paid Break

10:00

10:15

Regular

10:15

12:00

Unpaid Lunch

12:00

13:00



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Time Aribute Values Wednesday Start Wednesday End

Regular

13:00

15:00

Paid Break

15:00

15:15

Regular

15:15

17:00

Considerations for Exporting Data to Time CollectionDevicesWhen you send export data to time collection devices, you must specify which export mode and run option to use.Use the Workforce Management Time Device Export Data process to run a one-time, full export of data to the timedevices during implementation. Maintain current data on the time device by scheduling full and partial recurring andone-time exports.

Schedule this process using one of these 2 tasks:

• Scheduled Processes task in the Time Management work area

• Export Time Device Data Conguration task in the Setup and Maintenance work area, Workforce Deploymentoering, Time and Labor functional area

PrerequisitesBefore you can send export data to a time collection device, you must complete these tasks:

1. Create the export data using the Time Device Export Data task. This task is in the Time and Labor functionalarea of the Setup and Maintenance work area, Workforce Deployment oering.

2. Associate the device export data with a prole using the Time Device Processing Proles task in the TimeManagement work area.

Time Device Export ModesThis table describes the available modes for the time device export.

Export Mode Description

Full export

Send all valid data to the time device. Select this mode for the initial export during implementation.

Purge and full export

Delete all existing data from the time device and then send all valid data.

Updates only export Send only changes made to valid data since the last export.



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Export Mode Description

The initial export determines what data to send using the values Start Date and Number of Days in Period for thedevice export data. The process exports data that is valid as of the specied start date and through the speciednumber of days in the period.

Run OptionsThis table lists purposes for running the export data process and the corresponding Run options to use.

Purpose Run Option

Initial data export duringimplementation Onetime exports

As soon as possible (default selection)

Once frequency using a schedule on the Advanced tab

Recurring data exports

Using a schedule on the Advanced tab

With recurring exports, each process exports the specied data that is valid for the current period within the speciedstart and end dates.

Related Topics

• How Time Device Processing Prole Components Work Together

Shift Limits in Time ProcessingShift limits identify acceptable deviations from scheduled start and stop times of shifts. They also help time device rulesidentify the shift to use when evaluating reported time device or web clock events. Shift limits consist of the followingproperties:

• Grace period

• Start and end early and late periods

• Violation types

Set shift limit properties using the Manage Shift Properties task.

Grace PeriodA grace period is the number of minutes that employees can deviate from their published scheduled start and stoptimes without incurring aendance violations. This deviation applies both before and after the scheduled time. Forexample, this gure shows the valid range for start time when the grace period is 15 minutes and scheduled shift starttime is 8:00.



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7:00 7:15 7:30 7:45 8:00 8:15 8:30

ScheduledStart

Grace 15 Grace 15

Start and End Early and Late PeriodsEarly and late periods dene, in minutes, ranges before and after the scheduled start and end times. These ranges helptime device rules evaluate time device and web clock events using identied shift start or stop times.

Example: This gure shows start early and late ranges when the start early period is 45 minutes and the start late periodis 30 minutes. The scheduled start time is 8:00 and the grace period is 15 minutes.

7:00 7:15 7:30 7:45 8:00 8:15 8:30

Start Late 30

ScheduledStart

Start Early 45

Grace 15 Grace 15

This table describes the start early and late periods and their corresponding time ranges.

Period Description Range Description

The 45-minute start early periodincludes the 15-minute grace period.

The start early range is 7:15 to 8:00.

The 30-minute start late periodincludes the 15-minute grace period.

The start late range is 8:00 to 8:30.

Violation TypesTime device rules create time entry exceptions for reported time device or web clock events:

• Within the specied start and end early or late periods

• Outside of the grace period, if specied

Time entry exceptions include an exception type of Information, Warning, or Error, which determines what messagethe time and labor manager reviewing the exception sees. The device rule uses the violation type set for the start or end



165

early or late period as the exception type for the time entry. If you don't set a violation type, it uses the message severityfrom the rule. Time event processing also uses the rule message severity for time events outside of any specied startand end early and late periods.

Related Topics

• How Time Device Processing Prole Components Work Together



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Chapter 21HCM Groups

167

21 HCM Groups

Overview of Linking Employees and Managers to Timeand Labor ObjectsYou link employees and their managers to time entry, processing, and device processing objects using HCM groups andproles. Create groups using the HCM Groups task in the Setup and Maintenance work area, Workforce Deploymentoering, Time and Labor functional area.

Groups and Time Entry ObjectsPayroll, project, absence, and custom time aributes compose layout components for time entry. These layoutcomponents, which are either time entry elds or web clock buons, and time categories compose the layouts in alayout set. Associate employees with layout sets using worker time entry setup proles and HCM group assignments.

Layout Set


Layouts

Time EntryTime View

Time ReviewApproval Notification

Calendar EntryShift

Web Clock

Time Attributes

PayrollProject Costing

Absence ManagementCustom

Time Card Fields

Web Clock Buttons


Layout Set A

HCM Groups

Group 1

Time Category



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Groups and Time Processing ObjectsTime categories compose time consumer sets. They can optionally be associated with rules and rule sets composingtime entry or time calculation rule sets. Time card periods and consumer sets as well as optional overtime periods andrule sets compose time processing setup proles. Associate employees and their managers with these objects usingworker time processing setup proles and HCM group assignments.

Time Category Time Rule Sets

Worker Time ProcessingProfile 1

Time Card Period A

Group 1

Time ConsumerSet A

Time Calculation Rule Set A

Time Entry RuleSet A



Time Consumer Sets

HCM Groups

Overtime Period A

Groups and Time Device Processing ObjectsTime device event mappings compose mapping sets. Time device rules and a single submission rule composerespective rule sets. These mapping and rule sets and a device export data conguration compose time device



169

processing proles. Associate employees and their managers with these sets and export data objects using worker timedevice processing proles and HCM group assignments.


Time Rule Set


Event Mapping Set A

Group 1







HCM Groups

Membership: ExplainedCreate groups of people with similar characteristics using the HCM Groups task. A group might have a xed numberof people or you might update the members on a dened basis. An employee can belong to more than one group. Thetask is in the Time and Labor functional area of the Setup and Maintenance work area, Workforce Deployment oering.

This topic describes:

• Dening membership conditions

• Including or excluding individuals or other groups

• Seing embedded group priority

• Evaluating and refreshing membership

• Viewing group membership

• Locking membership

Dening Membership ConditionsUse personal and employment criteria to dene conditions that must be satised to include or exclude persons from agroup.

Some examples of personal criteria include:

• Person Type

• Date of Birth

• Full Name



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Employment criteria include:

• Assignment Status

• Bargaining Unit

• Collective Agreement

• Department Name

• Job Name

• Labor Union

• Location

Example: Create the Associate Marketers group, which includes hourly employees in the Marketing department.Dene the conditions, as shown in this table.

Field Condition 1 Value Condition 2 Value

Evaluation CriteriaDepartment Name

Job Name

OperatorEqual to

Equal to

ValueMarketing

Associate Marketer

Logical OperatorAND

Not applicable

Including or Excluding Individuals, Value Sets, or Other GroupsYou can determine group membership by adding individual employees, value sets, and other groups with either Includeor Exclude membership statuses. For example, to create a larger group that includes the Hourly Marketing group, addHourly Marketing with the Include membership status.

To create a group that includes members using a value set, rst create the value set. For example, you create the AllPart-Time Employees with an Annual Salary Basis value set that contains this query:

SELECT ASG.PERSON_ID FROM PER_ALL_ASSIGNMENTS_M ASG , CMP_SALARY SAL , CMP_SALARY_BASES SB , HR_LOOKUPS EMP_CAT WHERE ASG.ASSIGNMENT_ID = SAL.ASSIGNMENT_ID AND SAL.SALARY_BASIS_ID = SB.SALARY_BASIS_ID AND SYSDATE BETWEEN ASG.EFFECTIVE_START_DATE AND ASG.EFFECTIVE_END_DATE AND SYSDATE BETWEEN Sal.Date_From AND SAL.DATE_TO AND ASG.PRIMARY_FLAG = 'Y' AND ASG.EMPLOYMENT_CATEGORY = EMP_CAT.lookup_code and emp_cat.lookup_type = 'EMP_CAT' and emp_cat.lookup_code = 'PR' and sb.name = 'Annual Basis'

In this example query, 'PR' identies the Part-Time Regular employment category. Depending on the status that youuse when adding the value set, the group includes or excludes employees that match the query. You can include anyemployee assignment or payroll aributes in your value set queries and lters.



171

Seing Embedded Group PriorityWhen you embed groups within another group, an employee can exist in more than one group. In such a case, thepriority number assigned to the embedded groups determines the group membership. The lowest number has thehighest priority.

Example: Joe Smith is a member of the following two groups embedded in the Marketing group, with thesemembership statuses:

Priority Group Name Status

1

Promotions

Exclude

2

Advertising

Include

Joe Smith would be excluded from the Marketing group because the Promotions group, his top priority embeddedgroup, is excluded.

Evaluating and Refreshing MembershipAfter dening the group, evaluate group membership and update the list of members by clicking Refresh GroupMembership on the HCM Groups page. You can schedule regular refreshes using advanced options.

You can regularly refresh the membership of all groups that meet both of these conditions:

• The Include in Refresh All Groups Process option is selected as part of the group denition

• The group is associated with at least 1 time entry, processing, or device processing prole

Schedule a recurring refresh using the Evaluate Group Membership process and leaving the HCM Group and Personelds blank.

Viewing Group MembershipSpecify a date within a range of dates to view the group membership as of that date.

Locking MembershipTo prevent refreshing the group denition as of a specic date, in the Locked eld, select Yes. For example, you lockall members of the Senior Managers group as of June 12, 2018 to always use that same set of employees in timeprocessing.

Note: Locking the group membership is a permanent action and you can't reverse it.



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How Group Membership Is EvaluatedA group denition can include or exclude a person in multiple ways. The application evaluates the group denition in aspecic order to determine the nal membership status of each person as of a particular date.

Seings That Aect Group MembershipThese conditions aect the group membership:

• Individual inclusion or exclusion status of the person

• Inclusion or exclusion status of a dened group of persons that is embedded in the group denition

• Priority number of each embedded group

• Eligibility for selection criteria

How the Group Membership Is EvaluatedThe Evaluate Group Membership process evaluates employee membership within a group as explained in this table:

Sequence Membership Evaluation Membership Status When True

1

Is the employee directly included in orexcluded from the group?

Include or exclude the employeeaccordingly.

2

Is the employee part of multiple childgroups or value sets with dierentmembership statuses?

Use the child group or value set that theemployee is part of with the lowest priorityto include or exclude the employeeaccordingly.

3

Is the employee part of only one childgroup or value set that is included in orexcluded from the parent group?

Include or exclude the employeeaccordingly.

4

Does the employee match evaluationcriteria composed of aributes, relationaloperators, and logical operators?

Include the employee.

By default, every employee is included inthese delivered groups:

• Payroll Usage• Projects and Payroll Usage• Project Execution Management

Usage• Projects Usage



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Dene HCM GroupsThis example shows how to create 2 groups and embed them into a third group. You determine membership in therst group using evaluation criteria. You determine membership in the second group using a value set. Create groupsusing the HCM Groups task. This task is in the Time and Labor functional area of the Setup and Maintenance work area,Workforce Deployment oering.

Creating a Group Using Evaluation Criteria1. On the HCM Groups page, click the Create icon.2. On the Create Group page, complete these steps:

a. Complete the group information elds, as shown in this table. Use default values for elds unless thesteps specify other values.

Field Value

Name

RN in CA on Primary Assign

Description

Employees with the Registered Nurses collective agreement, in a labor union, inCalifornia

b. On the Evaluation Criteria section toolbar, click the Create icon.

i. On the Evaluation Criteria dialog box, repeat these steps 3 times to add all of the evaluation criteria:

a. Add a criterion, as shown in this table.

Employment Aribute Operator Value Logical Operator

Collective Agreement

Equal To

Registered Nurses

And

Labor Union

Equal To

Yes

And

Location Components

Equal To

(State) California

N/A

b. After adding each of the rst 2 criterion, click Apply and Add Another. After adding thethird criterion, click Save and Close.

c. On the Create Group page, select all 3 rows of the Evaluation Criteria table.d. On the toolbar, click the Add Parentheses icon to group the criteria into a single condition.e. Click Save and Close.f. On the Conrmation dialog box, click OK.



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3. On the HCM Groups page, click Refresh Group Membership.4. On the Refresh Group Membership page, complete these steps:

a. In the Group eld, select RN in CA on Primary Assign.b. In the Evaluation Date eld, select the current date.c. Click Submit.d. On the Conrmation dialog box, click OK.

Creating a Group Using a Value Set1. On the HCM Groups page, click the Create icon.2. On the Create Group page, complete these steps:

a. In the Group Information section, complete the elds, as shown in this table. Use default values for eldsunless the steps specify other values.

Field Value

Name

All PTE with Annual

Description

Uses a value set to nd all part-time equivalent employees with an annual salary basis.

b. On the Include or Exclude Groups section toolbar, click the Add Value Set icon to insert a value set tablerow.

c. Select the All Part-Time Employees with an Annual Salary Basis value set.d. Click Save and Close.e. On the Conrmation dialog box, click OK.

3. On the HCM Groups page, click Refresh Group Membership.4. On the Refresh Group Membership page, complete these steps:

a. In the Group eld, select All PTE with Annual.b. In the Evaluation Date eld, select the current date.c. Click Submit.d. On the Conrmation dialog box, click OK.

Creating a Group with Other Groups Embedded1. On the HCM Groups page, click the Create icon.2. On the Create Group page, complete these steps:

a. Complete the group information elds, as shown in this table.

Field Value

Name

RN in CA on Primary Assign and All PTE with Annual



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Field Value

Description

Employees with the Registered Nurses collective agreement, in a labor union, inCalifornia and all part-time equivalent employees with an annual salary basis

b. In the Include or Exclude Groups section, add the 2 new groups, as shown in this table.

Priority Group

1

RN in CA on Primary Assign

2

All PTE with Annual

c. Click Save and Close.d. On the Conrmation dialog box, click OK.

3. On the HCM Groups page toolbar, click Refresh Group Membership.a. In the Group eld, select RN in CA on Primary Assign and All PTE with Annual.b. In the Evaluation Date eld, select the current date.c. In the Remove Future-Dated Group Members eld, select No.d. Click Submit.e. On the Conrmation dialog box, click OK.

HCM Groups FAQ

Why can't I edit some groups?You can't edit delivered groups and groups that are associated with a worker time entry prole.

How can I maintain group membership for large employeepopulations and frequent hiring?Schedule the Evaluate Group Membership process using the As of run date parameter and a daily frequency.

The process automatically increments the Evaluation Date parameter based on the rst run date. Because we aren'tsure at what time on what day the Wait runs, we modify the Evaluation Date only when the process runs. For example,server loads can delay the running of the process. Also, using the original time during the Wait status helps you identifythe original process, since you can have multiple processes scheduled.



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Chapter 22Proles for Time Entry, Processing, and Device Processing

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22 Proles for Time Entry, Processing, andDevice Processing

How Time Entry Prole Components Work TogetherTime entry proles enable employees to report, review, and submit time using time cards, calendar, and web clock. Theyenable managers to report, review, and submit employee time using time cards. They also enable managers to generatetime events, time entries, and time cards for one or multiple employees at a time. Create these proles using the WorkerTime Entry Proles task in the Time Management work area.

This gure summarizes how the components of the prole work together and the following sections provide details andexamples for each component.

Layout Set


Layouts

Time EntryTime View


Calendar EntryShift

Web Clock

Time Attributes

PayrollProject Costing

Absence ManagementCustom

Time Card Fields

Web Clock Buttons


Layout Set A

HCM Groups

Group 1

Time Category



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Time AributesA time aribute reects how time is paid, costed, billed, or recorded as an information entry and qualies the associatedtime event or time entry. Delivered time aributes include Payroll Time Type, Absence Management Type, andExpenditure Type. You can also create your own, as required.

Layout ComponentsA layout component species how a time aribute appears on the time card, calendar, or web clock. It also determinesthe time aribute values that transfer to the time consumer.

Time CategoryA time category identies the time entries to use to calculate the corresponding time total on time review, view, andapproval notication pages. For example, add Straight Time, Training, and Vacation time categories to the time totalstab of time card pages.

Layout and Layout SetsA layout determines the layout components that appear on these pages:

• Create and edit time cards

• Review time cards

• Time card approval

• Calendar

• Web clock

Layouts help to reduce time reporting errors because you can specify buons, elds, and values that are meaningful tothe employees. A layout set is a collection of layouts. You can associate a layout component with multiple layouts. Forexample, you want employees to identify payroll costing for certain time aributes. In one layout set, you congure aeld with the name Department. In a dierent layout set, you congure the same eld with the name Cost Center.

Worker Time Entry ProleAdd a layout set to time entry proles so that the employees see only those layout components that are relevant tothem.

GroupsA group enables you to assign the time entry prole to multiple employees who share time reporting characteristics. Allgroup members and their managers inherit the layouts in the layout set of the associated time entry prole. Each groupcan be associated with only one time entry prole at a time.

Related Topics• Overview of Layout Components for Time Entry• How You Congure HCM Group Membership• Time Layout Sets



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Time Entry ProlesTime entry proles enable employees to report, review, and submit time using time cards, calendar, and web clock. Theyindirectly enable managers to report, review, and submit employee time using time cards. They also enable managersto generate time events, time entries, and time cards for one or multiple employees at a time. Create these setup prolesusing the Worker Time Entry Proles task in the Time Management work area.

This gure shows how worker time entry proles associate layout sets with employees and their managers using HCMgroups.

Layout Set

Layouts

Time EntryTime View


Calendar EntryShift

Web Clock


Layout Set A

HCM Groups

Group 1

This topic discusses the following aspects of setup proles:

• Time Card Access Seings

• Group Assignment

• Prole Priority

• Default Prole

Seing Allowable Actions for Time EntryYou can congure when employees and managers can create, view, edit, and delete time cards by enabling the relevantstatus and related time entry actions. This includes empowering employees who report time with time collection devicesto edit incomplete entries for time cards with Incomplete and In error statuses.

Also enter the number of days into the past or future that employees and their managers can perform the entry actionfor each enabled status. For example, enable employees to adjust entered, saved, and submied time cards up to 5days before the current date. If that day falls in a prior time card period, then employees can edit both the current andprevious time cards. To limit manager adjustments for all actions and statuses to the last quarter and next month, enter90 days before and 30 days after. Employees or managers can always perform the entry action on their time cards withthe enabled statuses if you don't congure the days elds.

Note: Consider prior period ranges for allowable adjustments to time data when seing days before values onthe Manager View tab.



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The conguration on the Manager View tab applies to all managers of employees associated with the prole. Congurethe Manager View tab to support your regular time card adjustment policies. To handle exceptions that fall outside ofthe regular adjustment periods:

1. Edit the relevant prole to remove the relevant days before or after values.2. Make your time card adjustments.3. Edit the relevant prole to reenter the relevant days before or after values.

Schedule OptionsIndicate whether schedulers can create shifts and edit shift properties for employees associated with the prole or onlyview existing shift details. By default, schedulers can edit shift properties.

Note: The conguration of this option on imported schedule events overrides the conguration on the timeentry setup prole. For example, you congure a prole to allow edits and import schedule events conguredto not allow edits. Schedulers can't edit those imported schedule events.

Group AssignmentUse start and end dates to manage the assignment of a prole to groups. You can assign a single prole to more thanone group of employees at a time. For example, assign the USA_Employees prole to these groups:

• FullTime_USAemployees group

• PartTime_USAemployees group

You can't associate a single group with more than one prole of the same type at any given time. For example, theFullTime_USAemployees group can't have active assignments for both of these time entry proles: USA_Employeesand UK_Employees.

PriorityAssign each setup prole a unique priority number relative to other proles of the same prole type. The prioritynumber determines the prole used to create the time card if an employee is eligible for more than one prole. Number1 is the highest priority. For example, a single employee is a member of two groups:

• Group A: The priority for the prole is 5.

• Group B: The priority for the prole is 3.

The application uses the prole with priority 3 for that employee.

Default ProleBy default, all employees in an organization are members of a delivered group associated with a time entry prole. Theapplication applies this default prole for any employee who isn't eligible for any other prole through either individualor group assignment.



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How Time Processing Prole Components WorkTogetherA worker time processing setup prole determines the time card period and time entries to use with associatedvalidation, calculation, approval, and transfer rules. Also, specify whether to record change audits for time card statusesand time entries. Create these proles using the Worker Time Processing Proles task in the Time Management workarea.

This gure summarizes how the components composing a time processing prole work together. The followingsections provide details and examples for each component.



Time Card Period A

Group 1

Time ConsumerSet A





Time Consumer Sets

HCM Groups

Overtime Period A

Repeating Time PeriodsThis table describes the repeating time periods used in time consumer sets and time processing proles.

Period Usage Description

Time Cards

Determine how often employees must submit their time card. When you congure a timeprocessing prole, you associate a repeating time period as the time card period. For example,if you want time reporters to submit time cards every week, then you must select a weeklyrepeating period.



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Period Usage Description

Overtime

The date range when time calculation rules can evaluate reported time and determine howmuch of that time is overtime, if any. An employee's overtime period can match or dier fromthe time card period. For example, your employees report time using time cards with a weeklytime card period that starts on Saturdays. You calculate employee overtime using a weeklyovertime period that starts on Mondays.

Approvals

The date range when the approver can approve a submied time card. When you congure atime consumer set, you associate a repeating time period as the approval period.

Time CategoryA time category identies the time entries to use in time rules, summaries, analytics, and transfers. For example, use allStraight Time, Training, or Vacation time entries.

Time Consumer SetA time consumer set species whether to enable, for all or no consumers, informational workow related to time cardsubmissions for employees and managers. It also species by each consumer in the set, which time card actions initiatevalidation and the time category, approval period, and time transfer rule. For example, use a consumer set to transferproject time data to Oracle Fusion Project Costing and payroll time data to Oracle Fusion Global Payroll.

Time Calculation Rules and Rule SetTime calculation rules create or update time entries and use the data to create calculated results based on formula logic.For example, an employee reports 10 hours of Regular time. A calculation rule edits that time entry to be 8 hours andcreates another time entry of 2 hours of Overtime time.

A calculation rule set contains time calculation rules and rule sets for association with a time processing prole. Therules in the prole rule set also apply to employee time entries created using web clock events and third-party deviceevents.

Time Entry Rules and Rule SetTime entry rules validate time card entries and generate messages with a dened severity. For example, when reportedtime exceeds a specied weekly maximum, the specied message appears when the employee clicks Save or Next.

An entry rule set contains time entry rules and rule sets for association with a time processing prole. The rules in theprole rule set also apply to employee time entries created using web clock events and third-party device events.

Time Processing ProleA time processing prole determines which employee time entries from the specied date range to use in validations,calculations, transfers, and change audits. Groups associated with the prole determine the employees and managersto whom the prole applies.



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GroupsA group enables you to assign the time processing prole to multiple employees who share common time reportingand processing characteristics. All group members and their managers inherit the time card period, consumer set, andcalculation and entry rules from the associated prole. Each group can be associated with only one time processingprole at a time.

Related Topics• Best Practices for Creating Time Processing Objects

Enable Change Audit of Time CardsTrack time card statuses so that you know who did what time card action--such as save, submit, and approve--andwhen. Also track who edited, added, or deleted time entries, including absences; when the changes were made; and thereason for each change.

This topic covers:

• Prerequisite setup tasks

• Adding change audit reasons

• Viewing change audit detail

Prerequisite Setup TasksComplete these setup tasks to enable change audit for your employees' time cards. The tasks in the Setup andMaintenance work area are part of the Workforce Deployment oering, Time and Labor functional area.

Task Purpose Work Area

Workforce ManagementLookups

Add change audit reasonsas lookup codes in theORA_HWM_CA_REASONSlookup type to support yourtime card audit policies. Thesecodes compose change auditreason choice lists on timecard pages and dialog boxes.


Time Layout Sets Layout Sets

Identify the elds to combineto uniquely identify timeentries on the change auditdialog boxes of these timecard pages: time entry,view, review, and approvalnotications. Use the edit layout guideprocesses to edit the elds ofthe time entry, reported time,and calculated time matrixes,as appropriate.




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Task Purpose Work Area

Worker Time ProcessingProles

Enable change audit for theemployees associated withthe time processing proleand optionally require changeaudit reasons.


Note: As soon as you enable change audit, you can't delete audited time cards. But, you can delete timeentries on audited time cards.

Adding Change Audit Reasons on Time CardsAfter you enable change audit, changes are automatically tracked from the specied starting point. Time reporters don'thave to do anything. If you require reasons, then after time reporters make edits and click Next, Save, or Save andClose, the Change Audit Reason dialog box opens. Time reporters then specify the reason for the change, either thesame reason for all changes or individually, per entry.

Viewing Change Audit Data on Time CardsUse the Change Audit icon in the Time Card Details section of time cards to view each status of the time card. Thechange audit also shows who made the change and when. Use the same icon on the Time Entry, Reported Time, andCalculated Time section toolbars to view entry-level changes. The icon next to each time entry shows the elds set onthe layouts as identiers, and the time entry value for each identier.

Time Processing ProlesUse worker time processing setup proles to associate time data validations, approvals, calculations, allocations,and transfers with employees and their managers. Assigning proles to either an individual employee or a group ofemployees automatically assigns the proles to their managers.



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This gure shows the components that compose time processing proles. Congure and assign these proles using theWorker Time Processing Proles task in the Time Management work area.



Time Card Period A

Group 1

Time ConsumerSet A





Time Consumer Sets

HCM Groups

Overtime Period A

This topic discusses these aspects of setup proles:

• Group Assignment

• Prole Priority

• Default Prole

Group AssignmentUse start and end dates to manage the assignment of a prole to groups. You can assign a single prole to more thanone group of employees at a time. For example, assign the USA_Employees prole to these groups:

• FullTime_USAemployees group

• PartTime_USAemployees group

You can't associate a single group with more than one prole of the same type at any given time. For example,the FullTime_USAemployees group can't have active assignments for both of these time processing proles:USA_Employees and UK_Employees.

PriorityAssign each setup prole a unique priority number relative to other proles of the same prole type. The prioritynumber determines the prole used to create the time card if an employee is eligible for more than one prole. Number1 is the highest priority. For example, a single employee is a member of two groups:

• Group A: The priority for the prole is 5.



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• Group B: The priority for the prole is 3.

The application uses the prole with priority 3 for that employee.

Default ProleBy default, all employees in an organization are members of a delivered group associated with a time processing prole.The application applies this default prole for any employee who isn't eligible for any other processing prole througheither individual or group assignment.

How Time Device Processing Prole Components WorkTogetherA time device processing prole associates employees with maps of third-party device events to application eventsand time aributes. The Generate Time Cards from Time Collection Devices process uses these maps to create timeentries. These time entries are used in the validation and submission rules associated with the prole. The prole alsoidenties the data to export to the third-party devices. Create these proles using the Time Device Processing Prolestask in the Time Management work area.This gure summarizes how the device processing prole components work together. The following sections providedetails and examples for each component.


Time Rule Set


Event Mapping Set A

Group 1







HCM Groups

Time Device Event Mappings and Mapping SetsTo process device events, you must map them to corresponding application events. You can also link the device eventsto the payroll time types that each employee is eligible for. A time device event mapping set groups related time deviceevent mappings for dierent locations, dates, or other criteria.



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To process web clock events, you set an application event and payroll time types that each employee is eligible for whendening web clock buons. Typically, you dene multiple buons for groups of employees, dates, or other criteria whencreating a layout component for web clock.

Time Device Rules and Rule SetsTime device rules validate time events imported from a time device or the web clock. For example, determine whethera time event falls within the employee's grace period for the In or Out application event. Time device rule sets grouprelated time device rules that are applicable for a given device processing prole.

Time Submission Rules and Rule SetsTime submission rules evaluate whether the imported time event matches criteria to automatically save or submit thegenerated time card containing the time event. For example, rule criteria specify that after the fth Out applicationevent, submit the generated time card. Employees report only shift start (In) and end (Out) time events, Mondaythrough Friday. When employees sign out on Friday, their generated time cards satisfy the criteria in the timesubmission rule and the rule submits their time cards. When you create a time submission rule, clicking Save alsocreates a corresponding rule set. Each submission rule set can contain only one rule.

Time Device Export DataTime device export data is person and other data, such as payroll time type and published schedules, to send to a third-party time device. Time devices use export data to complete each time event transaction. Using this data, the timedevice provides all of the information required to process each supplier device event.

Web clock doesn't require export data because it gets person and schedule data directly from the time repository.Relevant payroll time data is contained in each buon denition.

Time Device Processing ProleEach device processing prole includes one or more of these objects:

• A time device event mapping set; leave blank if processing time data from web clock

• A time device rule set

• A time submission rule set

• Time device export data; leave blank if processing time data from web clock

Each prole also includes one or more groups.

GroupsA group is a collection of persons that share common time reporting and processing characteristics. Select a group onthe device processing prole to assign the prole to employees in the group. All employees in the group inherit theevent mappings, device and submission rules, and export data from the associated prole. Each group can have onlyone device processing prole at a time.

Related Topics

• Dene HCM Groups

• How You Congure Mappings and Mapping Sets for Time Device Events



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• Best Practices for Creating Time Device Processing Objects

How Time Proles Are DerivedThrough group membership, an employee can be eligible for multiple time entry, processing, and device processingproles. The application derives from the eligible proles only one prole of each type, for each employee. This tableidenties the congurations that each prole associates with the assigned employees and their managers.

Prole Congurations for Associated Employees and Their Managers

Worker Time Entry Prole

• Time card, calendar, and web clock layouts• Time entry actions allowed by time card status

Worker Time Processing Prole

• Time card and overtime periods• Time consumers• Time entry and calculation rules

Time Devices Processing Prole

• Time device mappings• Time device and submission rules• Time device export data

How Each Employee Prole Is DerivedThe application derives the nal prole assignment based on the priority sequence shown in this table.

Priority Assignment Type Derivation Description

1

Individual Assignment

The prole with this assignment has thehighest priority and overrides all groupprole assignments.

2

Group Assignment

The prole with the lowest priority applieswhen multiple group memberships qualifyan employee for multiple proles of thesame type.

3

Default Group Assignment

The prole with this group assignmentapplies to all employees who don't haveany prole assignments so that they canreport time.

Related Topics• Project Time Card Processing Setup



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Compare Time ProlesYou can compare time proles to troubleshoot issues related to the unexpected appearance or disappearance of timecard, web clock, or shift layouts. You can also troubleshoot unexpected time rule results. Use the worker time proletasks in the Time Management work area.

1. On the prole task page, click Troubleshoot.2. On the troubleshoot prole page, search for and select a person.3. Specify the prole evaluation date.4. Click Evaluate to list the proles with an eective assignment on that date.5. Select up to three of the person's proles and view the various values for those proles.

Related Topics

• Assign a Time Prole Directly to an Individual

• Delete a Direct Assignment for a Time Prole

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Chapter 23Integrations with Absence Management, Payroll, and

Projects

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23 Integrations with Absence Management,Payroll, and Projects

Using Time and Labor with Absence Management

Integrate Absence Management and Time and LaborEnable employees to report absences and view accrual balances in their time cards by integrating Oracle FusionAbsence Management with Oracle Fusion Time and Labor. To successfully integrate these applications, you mustcomplete these setup tasks:

• Set up absence congurations.

• Congure absence time card elds.

• Congure layouts, including time entry format.

Set up Absence CongurationsTo report absence types from the time card, you must:

• Ensure that a work schedule exists for the primary employee assignment.

• Set the absence type units of measure to hours.

• Enable the absence type for time card entry.

• Enroll employees in an absence accrual plans that are associated with the absence type. Ensure that the planbalances are up to date.

Congure Absence Time Card FieldsUse these tasks to generate time aributes and time card elds. The tasks are in the Time and Labor functional area ofthe Setup and Maintenance work area, Workforce Deployment oering.

Task Description

Generate Data Dictionary Aributes

Creates time aributes in the data dictionary for a selected time consumer that categorize timeor denes time card elds

Generate Time Card Fields

Creates multiaribute elds for the specied LDG using time aributes in the data dictionary

Congure Layouts, Including Time Entry FormatYou can congure the display of absence data on various dialog boxes and pages in the Time and Time Managementwork areas. Use the Manage Time Entry Layout Components task, which is also in the Time and Labor functional area.



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Possible Time Card Field Field Description

Absence type

Create a single-aribute eld that displays only the absence type.

Payroll and absence time types

Create a multiaribute eld that combines absence and payroll time types. These timetypes can have dierent display names for time entry than they have in payroll or absencemanagement.

Absence entries resolve according to the employee's schedule. Use the Manage Layout Sets task in the TimeManagement work area to specify the time entry format that is supported for the schedule type. Time entry formatsare: hours only, start and end times, or both hours and times. This table describes the dierent schedule types with thecorrect time entry formats for each.

Schedule Type Time Entry on the Time Card Time Entry Format to Select on theLayout Set

Work Schedule

Absence start and end times Either Display start and end times or

Display hours and time

Elapsed or Duration Schedule

Number of absence hours Either Display hours only or Display

hours and times

Related Topics

• How Absence Components Work Together

How You Congure Absence Time Aributes to Avoid TimeTransfer IssuesFor time entries with combined absence and payroll, project, or payroll and project values, the relevant time data isidentied as Absence Management data. The payroll time data isn't identied as Global Payroll data, so the data isn'tsent for approval and won't transfer to Global Payroll. The same is true for Project Costing data.

To avoid this situation, use a multiple-aribute time card eld as part of the layout. With this kind of eld, you cancongure values on separate rows for: absence only, payroll only, project costing only, and payroll and project costing.

Here's an example of what happens when you mix absence and payroll values together.

Sample Row Conguration Usage Results

You congure one multiaribute eldvalue with the display value Trainingand these aributes values selected:

• Regular payroll time type

If someone selected Training for a time entry of 8 hours duration, the 8 hours is identiedas an Absence Management entry of training time. The 8 hours doesn't route for approval ortransfer to payroll for payment at the regular rate.

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• Training absencemanagement type

Here's an example of what happens when you keep absence values separate from combined payroll and project values.


You congure two multiaributeelds:

• A Training display value withonly the Training absencemanagement type selected

• Regular payroll time type

If someone selected Training for a time entry of 8 hours duration, the 8 hours is identiedas an Absence Management entry of training time. The 8 hours doesn't route for approval ortransfer to payroll for payment at the regular rate.

Related Topics• Congure the Multiple-Aribute Time Card Field Properties

How You Congure Compensatory TimeEmployees are often required to work excess hours outside of their regular work schedule, such as overtime hoursor hours worked on a holiday. These excess hours can be converted to earned compensatory time o, also known astime o in lieu (TOIL), instead of monetary compensation. Employees can then record absences against the denedcompensatory plan specic to your policies when they take time o in the future.

To earn and use compensatory time, employees:

1. Report earned time on the same Oracle Fusion Time and Labor time cards that they use to report regularworked hours. This earned time transfers to Oracle Fusion Absence Management and updates thecorresponding plan balance.

2. Apply for paid time o using the corresponding compensatory absence plan.

You must complete some setup tasks to:

• Provide seamless integration between Time and Labor and Absence Management.

• Ensure automatic transfer of compensatory time reported on time cards to the corresponding absence plans.

Prerequisite Setup Tasks in Absence ManagementTo implement compensatory time in Absence Management, you must complete these conguration tasks. The tasksare in the Absence Management work area.


1

Absence Plans

Create an absence plan with plan typeCompensatory and dene the related



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aributes associated with compensatorytime.

2

Absence Types

Create an absence type for compensatorytime absence entry.

3

Absence Plans

Associate the absence type to thecompensatory time plan.

After you dene the absence plan and absence type, you can enroll an employee in the associated compensatory plan.Use the Absence Records task in the Person Management work area.

Prerequisite Setup Tasks in Time and LaborTo report and calculate earned compensatory time and take compensatory absences you must complete thesetime entry and processing conguration tasks. The tasks are in the Setup and Maintenance work area, WorkforceDeployment oering, Time and Labor functional area:


1

Generate Data Dictionary Time Aributes

Generate the Absence Management timeaributes used to create compensatorytime layout components.

2

Time Entry Layout Components Create a multiaribute time entry eld

that includes the time aributes AbsenceManagement Type and CompensatoryTime Absence Plan. In one row, youselect the absence management typethat decrements the employee's earnedcompensatory time--the compensatoryabsence. In another row, you selectthe compensatory time absence planthat increments the employee's earnedcompensatory time.

Optionally, create a dependent eldto set an expiration date for earnedcompensatory time.

3

Time Layout Sets

Add the multiaribute eld that includescompensatory time to the time entry,review, view, and approval noticationlayouts as well as the calendar entrylayout. Optionally add the dependentexpiration date eld to the entry-leveldetails page of each layout.



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4


Create proles that associate employeesand their managers with the layout setthat includes the compensatory timeelds.

5

Time Rule Templates Time Rules Time Rule Sets

Create rule templates, rules, and rule setsto calculate earned compensatory time, asrequired.

6


Create proles that associate employeesand their managers with the timecalculation rule set that calculates earnedcompensatory time.

Related Topics

• Options to Dene Compensatory Plans




How You Override the Work Location for Accurate AbsenceAccrual CalculationsFor US employees to accurately accrue time o, the time entry process reads and stores the work location set inemployee assignments. Enable these employees to override the assignment work location on their time cards usingthese delivered time aributes: Work Location Overrides and Work Location with US Hierarchy Overrides. The datasources for the work location override time aributes use a delivered value set of valid HR work locations. You cancreate your own value set using the delivered one as a template.

Also dene time balances for US employees using delivered time balance dimensions that include state (area1), county(area2), and city (area3) location aributes. Then, use the time balances and generated time balance database items inabsence accrual formula to include time card hours in absence calculations. This table describes the supported actionsfor each time aribute:

Delivered Time Aribute Actions

Work Location Override

Overrides the work location of time balances used by absence accruals

Work Location with US HierarchyOverrides

• Overrides the work location of time balances used by absence accruals• Transfers the state, county, and city values to payroll for processing

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Setup Conguration TasksBefore you can override work locations, you must correctly congure Global Payroll element and work locationoverride objects. You must also complete these time entry and processing setup conguration tasks. These setup andmaintenance tasks are part of the Workforce Deployment oering, Time and Labor functional area.


1

Generate Data Dictionary TimeAributes

Associate time aributesstored in the data dictionarywith payroll elements andelement input values, knownin Global Payroll as valuedenitions. These associationsenable the payroll processingof time data transferred to theGlobal Payroll time consumer.


2

Time Entry LayoutComponents

Create the work location timeentry elds and associatethe data sources. You useyour layout components tocongure time entry, review,view, approval, and calendarlayouts. The delivered valueset of HR work locationscorresponds to organizationaloces. For employees whodon't work in an oce, suchas remote employees orconsultants, you can adddependent State, County,and City elds. These eldsenable them to provide theappropriate location details fortheir time entries.

You don't create layoutcomponents for third partieswith this task. You do uselayout components createdwith this task to congure:

• Time card layoutsthat managers use toresolve device-relatedtime exceptions

• The approvalnotication layout


3

Time Layout Sets Create dierent layout sets

for the pages that employeesand managers use to enter,view, review, and approve timedata, including work locationoverrides. Add override worklocation time entry elds




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when you want to enableemployees or managers tooverride the work location ofthe employee's assignment.

You don't create third-partydevice layouts with this task.You do use these layouts tocongure:

• Time card pages thatmanagers use toresolve device-relatedtime exceptions

• The approvalnotication layout

4

Time Categories

Create and edit categoriesthat identify the time entriesto use in time balances,rules, summaries, andtransfers based on businessrequirements. Review the delivered timecategories to determinewhether you require additionalones.


5

Time Balance Dimensions

View the list of delivered timebalance dimensions that usethe US state, county, and citysummation contexts, and theabsence accrual period.


6

Time Balance Denitions

Create the time balancedenitions to use in absenceaccrual fast formula. The timebalance denition combines 1of the delivered time balancedimensions and 1 or moretime categories. The balancedimension sums entriesbased on the US state (area1),county (area2), and city (area3)values. The created balancedenition denes a databaseitem that you can use in theabsence accrual fast formula.


Related Topics

• How You Congure Database Items to Summarize Time


• Condition Components in Time Categories



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• Time Aributes


Using Time and Labor with Global Payroll

Integrate Global Payroll and Time and LaborValidate, approve, and transfer reported time to payroll for payment by integrating Oracle Fusion Global Payroll withOracle Fusion Time and Labor. To successfully integrate these applications, you must complete these setup tasks:

• Set up payroll congurations.

• Generate time aributes.

• Congure time entry elds and layouts for payroll entries.

• Congure employee groups and time processing proles.

Set up Payroll CongurationsComplete these payroll setup tasks, documented in detail in the guide Oracle Global Human Resources CloudImplementing Global Payroll:

1. Create elements to store payroll time types from the time card and transfer time to payroll or a third-partyapplication for processing. Use the Manage Elements task in the Payroll Calculations work area.

2. Create rate denitions to show default and payroll calculated rates on time cards and receive overrides fromtime card entries. Use the Manage Rate Denitions task in the Payroll Calculations work area. For values bycriteria rate denitions, rst create the value denitions using the Manage Values Dened by Criteria task inthe same work area.

3. Create the relevant calculation value denitions to link elements and rate denitions. Use the ManageCalculation Value Denitions task in the Payroll Calculations work area.

4. Run the Generate Data Dictionary Time Aributes process. Use the Generate Data Dictionary TimeAributes task in the Time and Labor functional area of the Setup and Maintenance work area, WorkforceDeployment oering.

Caution: You must run this process after changing time elements, such as adding or deletingelements, editing input values, or editing element eligibility records. Failure to run the process couldnegatively aect the:

◦ Setup of layout components for time entry

◦ Validation of payroll time types

◦ Transfer of time to payroll

5. Conrm that the eld Time Card Required is selected for each person who reports time. Use the ManageEmployment task in the Person Management work area.

Generate Time AributesThe delivered data dictionary includes the primary time aributes for projects, payroll, and absence time. After thepayroll administrator sets up the payroll elements, run additional processes on the time card elements, as described inthis table.



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Process Description

Generate Data Dictionary TimeAributes

Creates dependent payroll aributes for all element input values, such as Rate, Rate Code,State, Country, and City.

Generate Time Card Fields, optional

Creates time card elds using time aributes in the data dictionary, for the specied LDG. Youcan also use the Time Entry Layout Components task.

These process tasks are available in the Setup and Maintenance work area, Workforce Deployment oering, Time andLabor functional area.

Congure Time Card Fields and Layouts for Payroll EntriesPayroll time entries on the time cards include delivered payroll elds, such as Payroll Time Type and AssignmentNumber.

• Use the Time Entry Layout Components task to create a time card eld or web clock buon. Be sure to enablelayout set overrides as appropriate. Dependent time card elds that show calculated rates provided by payrollshould populate new entries using the function Based on payroll rate.

• Use the delivered payroll layout set if you don't have to make changes to the delivered time entry elds orlabels.

• Use the Time Layout Sets task to create a payroll layout set based on the delivered payroll layout set.Congure the elds displayed on all time entry, review, and approval pages.

These tasks are available in the Setup and Maintenance work area, Workforce Deployment oering, Time and Laborfunctional area.

Congure Employee Groups and Time Processing ProlesTime periods for reporting and approving time can be weekly or biweekly. Approval periods match the reporting period.Therefore, the approval workow tasks initiate as soon as time reporters submit time cards. Your payroll periods can beweekly, biweekly, semimonthly, or monthly. To align payroll periods with time card periods, organize your employeesinto easily identiable HCM groups. Assign these groups to the correct time processing prole containing time cardperiods that are either weekly or biweekly.

Related Topics• Dene Elements, Balances, and Formulas• Prerequisite Payroll Setup for Importing Time Entries• Create Elements for Time Cards• Validation and Processing Rules by Time Card Action• Process Time Entries in Payroll

Create Time Card Elements for Time EntriesTime card elements support hours-based and units-based quantities. You use the hours-based quanties to assignpeople a at payment amount through associated rates. For example, you pay people a meal allowance according tothe number of meals they take daily. The related payroll elements, balances, formulas, and calculation components areautomatically generated when you create a time card element.

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Tip: If people report regular and straight time portions of overtime separately, create two elements, such asOvertime and Overtime Premium. If they report the portions together, you might use straight time instead ofregular time, and create a separate element for the overtime premium.

Create the Payroll ElementHere's how you create the time card element and corresponding calculation components.

1. In the Setup and Maintenance work area, use the following:

◦ Oering: Workforce Deployment

◦ Functional Area: Elements and Formulas

◦ Task: Manage Elements

2. On the Manage Elements page toolbar, click the Create icon.3. On the Create Element dialog box, complete these steps:

a. Select the legislative data group, such as FR LDG, Hong Kong LDG, or US LDG.b. Select the primary classication, such as Regular Earnings or Earnings.c. When available, select the secondary classication.d. Select the Time Card category.e. Click Continue.

4. On the Create Element: Basic Information page, complete these steps:

a. Enter a descriptive name, such as Regular, Straight Time, Overtime, or Shift Pay.b. Enter the name that you want to display on reports containing this payroll element.c. Select the eective date January 1, 1951. The early date ensures that the element aributes are

immediately available to use with shifts, time cards, web clock, and time collection devices.d. Click Next to accept the remaining default values.

5. On the Create Element: Additional Details page, complete these steps.

a. Select either Hours * Rate or Other Units as the calculation units for reporting.b. Select the Work Units conversion rule. For the calculation used by each conversion rule, see the table in

the next section.c. Click Next to accept the remaining default values.

6. On the Create Element: Review page, complete these steps:

a. Review the element conguration to ensure everything is correct.b. Click Submit to create the element and automatically generate all of the related elements, balances,

formulas, and calculation components.

By default, the Time Card category elements already have the appropriate value denition congurationsrequired to support location overrides. You don't have to make any edits.

7. On the Element Summary page, congure element eligibility by completing these steps:

a. In the Elements Overview section, select Element Eligibility.b. On the Actions menu, select Create Element Eligibility.c. In the Information section, enter an element eligibility name with a sux that identies the criteria. For

example, for the regular element with open eligibility--no selected criteria--the name would be RegularOpen.

d. Select the eligibility criteria. To leave eligibility open on the element and control it with HCM groups andtime processing proles, skip this step.



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e. Click Done.

Select the Work Units Conversion RuleUse this information to help you select the correct conversion rule when you're conguring the additional details in theprevious section.

Conversion Rule Calculation Example

Standard Rate Annualized

1. Convert the source amount andperiodicity to an annual value usingdefault values of 2080 hours, 260working days.

2. Convert the amount to the requiredperiodicity and rate.

N/A

Standard Rate Daily

1. Calculate a daily rate using defaultvalue 260 working days.

2. Convert the amount to the requiredoutput periodicity and rate.

N/A

Standard Working Hours Rate Annualized

1. Convert the source amount andworking hours to an annual value,using the employee's standardworking hours.

2. Calculate the rate.

Scenario: The employee works 40 hoursa week with a monthly salary of 1000 USdollars. Calculation: ((1000*12) / (40.00*52) = 5.77an hour

Assignment Working Hours RateAnnualized

1. Convert the source amount andworking hours to an annual value,using the employee's workinghours.


Scenario: The employee works 40 hours aweek, with a 37.5 standard working hoursa week, and a monthly salary of 1000 USdollars. Calculation: ((1000*12) / (37.50*52) = 6.15an hour

Periodic Work Schedule Rate Annualized

1. Convert the monetary valueand work schedule to an annualvalue, using the employee's workschedule for the payroll period fordaily and hourly conversions.


Scenario for an employee assigned amonthly payroll:

• The employee has a monthly salaryof 1000 US dollars.

• The formula checks the workschedule details for the month.

Daily conversion calculation: 1000 amonth / 20 days in the month = 50

For an employee not assigned a payroll:The calculation uses the weekly rate andconverts the result to an annual amount.The calculation then divides the annualamount by the number of days or hours inthat week based on the work schedule.



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Congure Element Eligibility for the Related ElementsCongure element eligibility for each of the related elements, which share the same name as this element and havesuxes. Suxes include Earnings Calculator, Earnings Distributor, Earnings Results, Retro, and Retro Results.

1. On the Manage Elements page, search for the element that you just created.2. Click the related element name.3. On the element summary page, complete these steps:

a. In the Elements Overview section, select Element Eligibility.b. On the Actions menu, select Create Element Eligibility.c. In the Information section, congure the same eligibility criteria as the original element.d. Click Submit.e. Click Done.

Related Topics

• Process Time Entries in Payroll

• Time Card Required Option

Generate Time Aributes and Time Card Fields for Your ElementsAfter you create or edit earnings elements for time entries, such as Regular, Overtime, and Shift Pay, you generatetime aributes for the data dictionary. Optionally, you can also generate time card elds for them.

Complete the processes in this table using the Time and Labor functional area in the Setup and Maintenance work area,Workforce Deployment oering.

Step Process Description Comments

1

Generate Data Dictionary TimeAributes, required

Creates dependent payrollaributes for all element inputvalues, such as hours and rate

You must run the GenerateData Dictionary TimeAributes process aftermaking any changes to timeelements. Such changesinclude adding or deletingelements, editing input values,or editing element eligibilityrecords.

Caution: Failureto run the processmight negativelyaect the setup ofelds, validationof payroll timetypes, or transfersof time data topayroll.


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Step Process Description Comments

2

Generate Time Card Fields,optional

Creates time card elds usingtime aributes from the datadictionary for the speciedlegislative data group

Instead of running thisprocess, use the Time EntryLayout Components task tocreate time card elds andweb clock buons.

If you are using a third-party time provider, create an HCM extract for the time entry elements. The extract includes theelement mapping ID that you specify in the XML le when you transfer the time entries to payroll.

Related Topics• Time Aributes• How Time Entry Prole Components Work Together

Create the Units-Based Meals Taken Element for Time EntriesThis example shows how to create a units-based meals taken element with an associated at rate from payroll. Tocreate the nonrecurring earnings element, complete these tasks:

1. Create the payroll element using the Time Card category.2. Congure element eligibility for the related elements.3. Generate the time aributes in the data dictionary.

Only countries with localizations that include the Time Card category can currently create units-based payroll elements.

Prerequisite SetupThe Meal Rate rate denition was created using the Manage Rate Denitions task in the Payroll Calculations workarea.

Creating the Payroll Element Using the Time Card Category1. In the Setup and Maintenance work area, use the following:


◦ Functional Area: Elements and Formula

◦ Task: Manage Elements

2. On the Manage Elements page toolbar, click the Create icon.3. On the Create Element dialog box, complete these steps:


Field Value

Legislative Data Group

FR LDG

Primary Classication

Earnings



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Field Value

Category

Time Card

b. Click Continue.4. On the Create Element: Basic Information page, complete these steps:


Field Value

Name

Meals Taken

Reporting Name

Meals Taken

Description

Units-based nonrecurring earnings element with an associated pay rate

Eective Date

January 1, 1951

b. Accept the remaining default values by clicking Next.5. On the Create Element: Additional Details page, complete these steps:


Field Value

What is the calculation rule?

Meals Taken

Does this element have a defaultrate denition?

Yes

Rate Name

Meal Rate If you don't specify a default rate, the element uses the rate from the salary record.

Eective Date

January 1, 1951

b. Click Next.6. On the Create Element: Review page, complete these steps:

a. Review the element conguration to ensure everything is correct.b. Click Submit.

7. On the Element Summary: Meals Taken page, congure element eligibility by completing these steps:a. In the Elements Overview section, select Element Eligibility.b. On the toolbar Actions menu, select Create Element Eligibility.



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c. In the General Information section, Element Eligibility Name eld, enter Meals Taken Open. AppendingOpen is a standard method to easily identify that no eligibility criteria constrains the employees to whomthe element applies. Time and Labor administrators and managers typically constrain eligibility usingHCM groups and worker time entry and processing setup proles.

d. Click Submit.e. Click Done.

Conguring Element Eligibility for Related ElementsCongure element eligibility for each of the related elements, which share the same name as this element and havesuxes. Suxes include Earnings Calculator, Earnings Distributor, Earnings Results, Retro, and Retro Results.

1. On the Manage Elements page, search for the element that you just created.2. Click the related element name.3. On the element summary page, complete these steps:

a. In the Elements Overview section, select Element Eligibility.b. On the toolbar Actions menu, select Create Element Eligibility.c. In the General Information section, Element Eligibility Name eld, enter the element name and append

the term Open, for example Meals Taken Earnings Calculator Open.d. Click Submit.e. Click Done.

Generating the Time Aributes in the Data Dictionary1. In the Setup and Maintenance work area, use the following:


◦ Functional Area: Time and Labor

◦ Task: Generate Data Dictionary Time Aributes

2. On the Generate Data Dictionary Time Aributes page, in the Legislative Data Group eld, select FR LDG.3. Click Submit.4. On the Conrmation dialog box, click OK.

Using Time and Labor with Project Costing

Set Up Project Costing for Use with Time and LaborBill customers for project time worked by employees through integration between Oracle Fusion Project Costing andOracle Fusion Time and Labor. Employ delivered integrated setups to:

• Automatically validate reported project time entries

• Transfer validated entries to Project Costing

To successfully integrate Project Costing with Time and Labor, you must complete this prerequisite setup:

• Classify departments as expenditure organizations.

• Populate the Projects table.



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Classify Departments as Expenditure OrganizationsTo enable time card submission, the department on the employee's employment record must be an expenditureorganization. To classify a department as an expenditure organization, the projects administrator can:

1. Edit each department by selecting the check box Classify as project expenditure organization. Use theManage Project Organization Classications task in the Setup and Maintenance work area.

2. Use the Submit Process to Denormalize Organization Hierarchy task to run the process.

Populate the Projects TablePopulate the Project tables in Oracle Fusion Project Foundations so that values are available for these delivered timecard elds. When Project Foundation tables contain values, the time card choice lists can include them. The choice listsuse value sets, which show the value and description.

• Project Name for Project Team Members

• Project Name

• Project Number

• Task Number

• Project Unit

• Expenditure Type

• Expenditure Type Name

• Organization

• Expenditure Type Class (application linkage function)

• Billable

• Work Type

• Optional Expenditure Type

• Optional Expenditure Type Name

• Optional Project Name

• Optional Project Name for Project Team Members

• Optional Project Number

• Optional Project Number for Project Team Members

• Optional Task Number

• Optional task Number for Project Team Members

Related Topics• How Time and Labor Works with Project Costing

How You Congure Time Entry for Project CostingCongure Oracle Fusion Time and Labor to enable employees to report project costing time. Reporting time involvescreating and conguring time card elds, layouts, groups, and worker time entry proles. Time and Labor delivers timerepository objects already congured to support project costing specic time entry, including team membership.

As this gure shows, you can use the delivered objects to enable reporting of project costing time, or you can createyour own objects. If you create your own value sets and time card elds, then you must create your own layout setsand time entry proles. To use the delivered time entry objects with your own groups, then you only have to create

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time entry proles. You can use the delivered value sets, time card elds, and layout sets and associate them with yourgroups using your proles.

View delivered time card fields

and data sources(value sets)

Usedelivered value

sets?

Usedelivered time card

fields?

View delivered projects layout

set

Yes

Create value setsNo

Create time card fieldsNo

Usedelivered layout

set?

Create layout setNo

Use delivered group?

Creategroups

Yes

No

Create time entry profiles

Usedelivered profile?

No

End

Yes

View delivered time entry profile

Yes

Yes

View delivered group

Yes

PrerequisitesSet up initial assignment information and payroll relationships for employees in the New Person work area using theHire a Person task. View and maintain employee assignments and payroll relationships using these tasks in the PersonManagement work area:

• Manage Employment

• Manage Payroll Relationships

Filter time card choice lists based on project team membership by assigning employees to project teams. Enable teammembership by editing the Projects Party table using the Manage Project Denition task in the Project FinancialManagement work area.



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Time Card FieldsThe delivered primary assignment and project costing time card elds include data sources for eld choice list values.Use the tasks described in this table to manage value sets and time card elds. These tasks are in the Time and Laborfunctional area of the Setup and Maintenance work area, Workforce Deployment oering.

Task Description

Manage Value Sets

• View the delivered sets and create your own sets.

The data sources for project-specic eld choice lists are value sets.


• View the denitions for the relevant delivered elds.• Create other single-aribute elds based on the delivered elds.

To save time when creating elds, search for and duplicate the closest delivered projectcosting specic eld.

Layout SetIn the Time Management work area, use the Layout Sets task to:

• Review individual layouts in the delivered layout sets:

◦ Projects Layout Set

◦ Projects Layout Set Filtered by Project Team Members

Both layout sets lter choice lists by the employee's primary assignment. The second layout set also ltersproject costing and task number choice lists by team membership.

• Create a project layout set using the Project Costing time consumer to edit one or more layouts, enablingproject team membership as appropriate.

◦ Change the display names of time card elds

◦ Add or delete time card elds

GroupsThe delivered Projects Usage group includes all employees with a payroll relationship. To lter the employees in thegroup, create additional groups using the HCM Groups task. This task is in the Time and Labor functional area of theSetup and Maintenance work area, Workforce Deployment oering.

• Use personal and employment criteria to dene conditions that must be satised for persons to be included inor excluded from a group.

• Explicitly include or exclude individuals and other groups, as appropriate.

• Set embedded group priority when you include or exclude other groups. An employee can exist in more thanone group, so the priority number assigned to the embedded groups determines the group membership. Thelowest number has the highest priority.

• Refresh group membership to evaluate group membership and update the list of members.



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Time Entry ProlesThe delivered Projects Time Entry Prole time entry prole enables the entering of project time using the deliveredtime card elds, layout set, and group. Create your own proles to use dierent groups or project layout sets, includingthe delivered Projects Layout Set Filtered by Project Team Members layout set. Creating your own proles lets youcongure when employees can create, view, edit, and delete time cards.

Create and manage time entry proles using the Worker Time Entry Prole task in the Time Management workarea. To save time when creating time entry proles for project costing, search for and duplicate the delivered proleProjects Time Entry Prole.

Note: The priority number determines the prole used to create the time card if an employee is eligible formore than one prole. To ensure that employees who are eligible for multiple proles use the correct prole,move that prole to the top of the list. This move changes the prole priority to 1, which is the highest priority.

Related Topics

• How You Congure HCM Group Membership

• How Time Proles Are Derived


• Congure the Single-Aribute Time Card Field Properties

How You Congure Time Entry for Combined Project Costing andGlobal PayrollCongure Oracle Fusion Time and Labor to enable employees to report project costing, payroll, and absence time usingthe same time card. Reporting time involves creating and conguring time card elds, layouts, groups, and worker timeentry proles. The delivered time repository includes objects already congured to support project-specic time entry,including team membership.

As this gure shows, your employees can use delivered objects to report project and payroll time, or you can createand use your own objects. If you create your own value sets and time card elds, then you must create your own layoutsets and time entry proles. To use the delivered time entry objects with your own groups, then you only have to create



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time entry proles. You can use the delivered value sets, time card elds, and layout sets and associate them with yourgroups using your proles.

View delivered time card fields

and data sources(value sets)

Usedelivered value

sets?

Usedelivered time card

fields?

View delivered projects layout

set

Yes

Create value setsNo

Create time card fieldsNo

Usedelivered layout

set?

Create layout setNo


Creategroups

Yes

No

Create time entry profiles

Usedelivered profile?

No

End

Yes

View delivered time entry profile

Yes

Yes


Yes

Prerequisite Setup for HR and AbsenceSet up initial assignment information, work schedule, and payroll relationships for employees in the New Person workarea using the Hire a Person task. View and maintain employee assignments and payroll relationships using these tasksin the Person Management work area:

• Manage Employment

• Manage Work Schedule Assignment

• Manage Payroll Relationships

To report absences from the time card, you must complete these setup tasks. The Oracle Global Human ResourcesCloud Implementing Absence Management guide documents these tasks in detail:

• Congure the absence type units of measure to either hours or calendar days.

• Enable the absence type for time card entry.

• Ensure that the plan balances are up to date.



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Also, employees must be enrolled in any absence accrual plans that are associated with the absence type. The OracleGlobal Human Resources Cloud Using Absence Management guide documents this task.

Prerequisite Setup for PayrollComplete these payroll setup tasks, documented in detail in the Oracle Global Human Resources Cloud ImplementingGlobal Payroll guide:

1. Create elements in Global Payroll to store payroll time types in the time card and pass time to payroll or a third-party payroll application for processing.

2. Run the Generate Data Dictionary Time Aributes process.

Caution: You must run this process after changing time elements, such as adding or deletingelements, editing input values, or editing element eligibility records. Failure to run the process couldnegatively aect the:

◦ Setup of time entry layout components

◦ Validation of payroll time types

◦ Transfer of time to payroll

3. Conrm that the Time Card Required eld is selected for each person who reports time.

Prerequisite Setup for Project CostingComplete these project setup tasks:

• Classify employee departments on Employment records as expenditure organizations.

• Populate the Projects table in Oracle Fusion Project Foundation.

Time Card FieldsThe delivered time repository includes primary assignment, payroll, and project time card elds. It also delivers themultiaribute Time Type eld, which includes these time aributes: Payroll Time Type and Absence Management.All elds include data sources for eld choice list values. Use the tasks described in this table to manage value setsand time card elds. These tasks are in the Time and Labor functional area of the Setup and Maintenance work area,Workforce Deployment oering.

Task Description

Manage Value Sets

• View the delivered sets and create your own sets.

The data sources for project-specic eld choice lists are value sets.


• View the denitions for the relevant delivered elds.• Create single-aribute elds based on the delivered elds.

To save time when creating elds, search for and duplicate the closest delivered project-specic eld.

• Finalize the Time Type eld, which provides the multiaribute denition structure.

Finalize the Time Type eld by completing these steps for each eld denition row that you add to the denitions table:

1. Enter the display value that people reporting time see in the eld choice list.2. Select the time aribute values that the time repository stores.



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Caution: If you use Absence Management and Global Payroll, or Project Costing, or both, you wantabsence rows to have values for only absence management aributes. For time entries with absencemanagement values combined with payroll or project costing values, the time data is identied asonly Absence Management data. The payroll time data isn't identied as Global Payroll data, sothe data isn't sent for approval and won't transfer to Global Payroll. The same is true for combinedtime data for project costing and absence management. If you extract time data to use with externalapplications, the combination of absence data with payroll or project data isn't an issue.

3. Specify the worker and manager actions allowed for reported time entries. The default action for both is Edit.

When a time aribute value is read-only for both workers and managers, the value appears in only thecalculated time. The value doesn't show up in any reported time entries. Also, managers with the TimeAribute Full Access privilege can edit reported time values, even if the manager allowed action is Read only.Calculated results are always read only for both workers and managers.

4. Optionally lter the values that workers and managers see by assigning one or more HCM groups. Click theShow All Groups icon to do this row by row. You can also select multiple rows, and on the Actions menu, selectAssign to HCM Group.

These explanations tell you how group assignment aects what values workers and managers see in theirchoice lists.

Groups Are Assigned to a SpecicValue

Groups Aren't Assigned to a Specic Value

Group membership determines ifworkers and managers see the valuein their choice list

Everyone associated with the eld through a time entry prole can see the values in theirchoice list

Layout SetIn the Time Management work area, use the Layout Sets task to:

• Review individual layouts in the delivered layout set Projects and Payroll Layout Set. The layout set lterschoice lists by the employee's primary assignment and includes the absence time entries consumed by ProjectExecution Management.

• Create a project layout set using the Project Costing time consumer to edit one or more layouts, enablingproject team membership as appropriate.

◦ Change the display names of time card elds.

◦ Add or delete time card elds.

GroupsThe delivered Projects and Payroll Usage group includes all employees with a payroll relationship. To lter theemployees in the group, you must create additional groups using the HCM Groups task. This task is in the Time andLabor functional area of the Setup and Maintenance work area, Workforce Deployment oering.





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Time Entry ProlesThe delivered prole Projects and Payroll Time Entry Prole enables your employees to enter project costing, projectexecution management, and payroll time. They enter the time using delivered time card elds, layout set, and group.Create your own proles to use dierent groups or layout sets, including the delivered Projects Layout Set Filteredby Project Team Members layout set. Creating your own proles lets you congure when employees can create, view,edit, and delete time cards.

Use the Worker Time Entry Prole task in the Time Management work area to create and manage time entry proles.To save time when creating only project costing and combined project and payroll time entry proles, search for andduplicate either of the delivered project proles:

• Projects Time Entry Prole

• Projects and Payroll Time Entry Prole

Note: The priority number determines the prole used to create the time card if an employee is eligible formore than one prole. To ensure that employees who are eligible for multiple proles use the correct prole,move that prole to the top of the list. This move changes the prole priority to 1, which is the highest priority.

Related Topics• How You Congure HCM Group Membership• How Time Proles Are Derived• Congure the Multiple-Aribute Time Card Field Properties• Time Layout Sets

Delivered Time Card Fields and Data Sources for Project TimeEntryThe delivered time repository includes project-specic time card elds and data sources to expedite time entry setupfor:

• Only project costing

• Project costing, project execution management, and payroll combined

Use the tasks described in this table to manage value sets and time card elds. These tasks are in the Setup andMaintenance work area, Workforce Deployment oering, Time and Labor functional area.

Task Description

Manage Value Sets

View the delivered value sets selected as data sources for the delivered time card elds.


• View the delivered elds• Finalize the Time Type eld



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214

Primary Assignment IDProject time entry includes the delivered Primary Assignment ID time card eld. The data sources use the same privateview object, List of Assignments, which contains all employees with a payroll relationship.

Single-Aribute Fields for ProjectsThis table lists the single-aribute time card elds delivered for projects and the value sets that are the data sources. Italso identies which layout sets use each time card eld.

Delivered Projects Time CardFields

Filtered Time Entry ValueSet

Unltered Setup Tasks ValueSet

Layout Set

Project Number

PJC_ PROJECTS_ NUMBER_EXPEND_T_V

PJC_ PROJECTS_ NUMBER_EXPEND_A_T_V

Projects Layout Set

Optional Project Number

PJC_ PROJECTS_ NUMBER_EXPEND_T_V


Projects and Payroll LayoutSet

Project Number for ProjectTeam Members

PJC_ PROJECTS_ NUMBER_TEAMMEMBER_ T_V


Projects Layout Set Filtered byProject Team Members

Project Unit

PJC_ PROJECT_ UNIT_T_V

PJC_ PROJECT_ UNIT_T_V

Projects Layout Set Projects Layout Set Filtered byProject Team Members Projects and Payroll LayoutSet

Task Number

PJC_ TASKS_ EXPEND_T_V

PJC_ TASKS_ EXPEND_A_T_V

Projects Layout Set

Optional Task Number

PJC_ TASKS_ EXPEND_T_V


Projects

Task Number for Project TeamMembers

ORA_ PJC_ TASKS_ EXPEND_TEAMMEMBER_ T_V


Projects Layout Set Filtered byProject Team Members

Expenditure Type Name

ORA_ PJC_ EXPENDITURE_TYPES_ NAME_T_V

ORA_ PJC_ EXPENDITURE_TYPES_ NAME_A_T_V

Projects Layout Set Projects Layout Set Filtered byProject Team Members

Expenditure Type Class

PJC_ EXPEND_ TYPE_CLASS_T_V

PJC_ EXPEND_ TYPE_CLASS_T_V




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215

Delivered Projects Time CardFields

Filtered Time Entry ValueSet

Unltered Setup Tasks ValueSet

Layout Set

Expenditure Type(hidden)

PJC_ EXPENDITURE_ TYPES_EXPEND_T_V

PJC_ EXPENDITURE_ TYPES_EXPEND_A_T_V


Multiple-Aribute Fields for Projects and PayrollThis table lists the time aributes that provide the eld denition structure for the multiaribute Time Type eld. Thistime card eld contains time aributes for both Project Costing and Project Execution Management as well as GlobalPayroll. It also identies the corresponding data sources.

Time Aribute Filtered Data Source forTime Entry

Unltered Data Source forSetup Tasks

Data Sources Type

Expenditure Type Name

ORA_ PJC_ EXPENDITURE_TYPES_ NAME_T_V

ORA_ PJC_ EXPENDITURE_TYPES_ NAME_A_T_V

Value set

Payroll Time Type

List of Payroll Time Types forUser

List of Payroll Time Types forAdministrator

Private view object

Absence Management Type

List of Absence Types for User

List of Absence Types forAdministrator

Private view object

Identier

Default format value set fortext

Default format value set fortext

Value set

Related Topics


• Data Sources for Layout Components

Time Entry Display Filters for Project CostingHere are descriptions of how time cards derive values for project choice lists.

Data to Display How Choice List Values Are Derived

Projects that are correct for theperson

The business unit dened for the person in Oracle Human Capital Management Cloud Servicesis used to nd the appropriate projects. If also ltering by project team membership, theproject name and number lists contain only values where the person is a team member.



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Data to Display How Choice List Values Are Derived

Tasks that are correct for the person

The selected project name or number is used to nd the appropriate tasks. If also lteringby project team membership, the tasks list contains only values where the person is a teammember.

Correct expenditure types

The selected project is used to nd the project unit. The derived project unit is used to nd theappropriate expenditure types.

Project Time Card Processing SetupCongure Oracle Fusion Time and Labor to process only project costing or combined project and payroll time reportedby employees. Time processing involves creating and conguring repeating periods, time categories, consumer sets,groups, and time processing proles. The delivered time repository includes objects already congured to supportproject-specic time processing.

As this gure shows, you can use the delivered objects to process reported project time, or you can create your ownobjects. If you create any of your own processing objects, then you must also create time processing proles to containthem. To use the delivered time processing objects with your own groups, then you only have to create time processing



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217

proles. You can use the delivered repeating time periods, categories, and consumer sets and associate them with yourgroups using your proles.

View delivered repeating time

period

Usedelivered time

period?

View delivered time category

Create repeating

time periodsNo

Create time categories


CreategroupsNo

View delivered time processing

profile

Create time processing

profiles

Use delivered profile?

End

Yes

View delivered time consumer

set

Usedelivered time

category?No

Create time consumer

sets

Usedelivered time

consumerset?

No

Yes

Yes

Yes


Yes Yes

No

Repeating Time PeriodsYou can use these two delivered repeating time periods to process project time:

• Projects Weekly Starting Monday

• Projects and Payroll Weekly Starting Monday

Use the Repeating Time Periods task to:

• View the conguration of the delivered periods. Delivered time consumer sets and processing proles use themto identify approval periods and time card periods respectively.

• Create other period denitions that continually generate periods.



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218

This task is in the Time and Labor functional area of the Setup and Maintenance work area, Workforce Deploymentoering.

Time CategoryUse the Time Categories task to:

• View the All Project Entries delivered. This category contains all time entries reported with these timeaributes: Project, Task, and Expenditure Type.

• Create other time categories by specifying the conditions that the time entry must satisfy to belong to thecategory. Project Execution Management uses the delivered All Absence Entries category.


Time Consumer SetThe 2 time consumer sets delivered that you can use to processing project time are Projects Only and Projects andPayroll. Use the Time Consumer Sets task to:

• View the conguration of the delivered sets. The Projects and Payroll time consumer set includescongurations for both Project Costing and Project Execution Management.

• Create time consumer sets to specify dierent time categories, approval periods, validation rules, and transferrules for time consuming applications.


GroupsThe delivered Projects Usage group includes all employees with a payroll relationship. To lter the employees in thegroup, create additional groups using the HCM Groups task. This task is in the Time and Labor functional area of theSetup and Maintenance work area, Workforce Deployment oering.





Time Processing ProlesThe two delivered project-specic processing proles are Projects Time Processing Prole and Projects and PayrollTime Processing Prole. The projects prole processes time for only Project Costing. The projects and payroll proleprocesses time for both Project Costing and Project Execution Management as well as Global Payroll. In the TimeManagement work area, use the tasks described in this table to manage rule templates, rules, rule sets, and processingproles.



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Task Description

• Rule Templates• Rules• Rule Sets

The delivered proles don't include rule sets because the delivered time repository doesn'tinclude rules or rule sets. Use delivered rule templates or your templates to create any rulesand rule sets that you want to include for time processing.

• Worker Time ProcessingProles

View the delivered proles, which process reported time using delivered time periods, timeconsumer sets, and groups. Create other processing proles that include time entry andcalculation rule sets. The priority number determines the prole used to process the time card if an employee iseligible for more than one prole. To ensure that employees who are eligible for multipleproles use the correct prole, move that prole to the start of the list. This move changes theprole priority to 1, which is the highest priority. To save time when creating proles, search for and duplicate the closest delivered project-specic prole.

Related Topics


• How You Congure HCM Group Membership

• How Time Proles Are Derived

• Condition Components in Time Categories



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Chapter 24Integrations with External Applications

221

24 Integrations with External Applications

Import Third-Party Schedules for EmployeesImport up to four levels of schedule business objects to view and optionally edit using these Time Management workarea tasks: View Published Schedule and Planned Schedule. This gure shows the hierarchy of the objects within theimport le.

Schedule Request

Schedule Event

Schedule Event

Schedule Shift Event



Schedule Shift Attribute





This table provides import scenarios for each schedule business object and level.

Import Scenario Aected Schedule Object Level

Import full schedules from January 1 to 7for Chris's team.

Schedule Request

1

Import Leslie's full schedule from January1 to 7.

Schedule Event

2

Import Leslie's shift on January 5.


3

Import time aributes related to Leslie'sshift on January 5.

Schedule Shift Aribute

4



222

Importing third-party schedule data consists of these two phases:

1. Import the schedules to the staging table.2. Load the imported shifts to the planned schedule table.

Prerequisite Setup of Shift OwnersYou must add codes to the ORA_HWM_SHIFT_ENTRY_OWNER lookup type for each third-party schedulingapplication that you import shifts from. Time and Labor Scheduling uses these codes to identify the owner of each shift,so that schedulers know the source of the shift data.

Prerequisite Setup of NoticationsAutomatically notify schedulers when new schedules were imported. Optionally, automatically notify employees ofnewly published schedules. Congure the recipients and messages for these alerts in the Tools > Alerts Composerwork area:

• HTS Worker Shifts Imported

• HTS Schedule Publication

Import Third-Party SchedulesImport schedule business objects using these 2 methods:

Import Method Recommended Use Conguration Documentation

HCM Data Loader, Import and Load Datatask

Upload full schedules for multipleemployees that cover a long period:

• During implementation• Once a week, ongoing

For details on importing Schedulebusiness objects to the workforcemanagement server, see the OracleHuman Capital Management CloudIntegrating guide on hp://docs.oracle.com.

REST API Schedule resources andrequests

Synchronize regular updates for one orseveral shifts at a time.

For details on conguring the Scheduleresources and requests, see the REST APIfor Oracle Global Human Resources Cloudguide on hp://docs. oracle.com.

Both import methods include validation, such as expected data formats and values. View data loader errors using theMy Client Groups > Data Exchange work area. The REST APIs return error messages for data that fails validation.

Load Imported ShiftsSchedule one-time or recurring Process Imported Shifts processes using the Scheduled Processes task in the TimeManagement work area. This process includes validation. For example, validation ensures that imported shifts don'toverlap or exceed a 24-hour duration.

This table describes the application processing actions that occur depending on the validation results.



223

Validation Results Processing Action

Valid

Add the shift to the employee's planned schedule.

Invalid

Log error details for the process. Open the log from the Scheduled Processes page.

Related Topics

• Examples of Managing Shifts

• Schedule Components

• Examples of Managing Workday Paerns

Using HCM Extract: Points to ConsiderYou can extract time repository data for all time entries. To create extract denitions for time card data, use the MyClient Groups > Data Exchange > Manage Extract Denitions task and the HR Archive extract type.

What You Can IncludeYou can include this data for all time entries:

• Schedule and person information

• Dates

• Assignment entries that exist in the time repository

• Hidden derived values, such as primary assignment ID or project unit

• Custom time aributes

Delivered ExtractsYou can copy the existing extract Time Entries Ready To Transfer Extracts and adjust the copy as needed. Thisextract gets approved calculated time entries that match the specied parameter values.

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http://www.oracle.com/pls/topic/lookup?ctx=fa20b&id=6DB51D9BDF1DCC7BE040D30A688145E9

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224

Data Groups and RecordsReported and calculated time is stored at various levels of time card details. You congure the data group hierarchy tokeep the relationship among the time card data you're extracting, as modeled here.

Time card header

Time card header attribute

Time card day

Time card day attribute

Time card entry

Time card entry attribute

Level 1

Level 2

Level 3

Level Details Description and User Entities

1

Time card header A group of hours for a person over the

time card period

• HWM_EXT_CALCULATED_TIMECARD_HDR_UE• HWM_EXT_REPORTED_TIMECARD_HDR_UE

1

Time card header aribute Additional information that applies to

the entire time card period, such as acomment explaining why the time cardwas submied late.

• HWM_EXT_CALCULATED_TIMECARD_ATTRIBUTE_HDR_UE• HWM_EXT_REPORTED_TIMECARD_ATTRIBUTE_HDR_UE

2

Time card day A 24-hour period of the time card, such as

Monday, Tuesday, or Wednesday

• HWM_EXT_CALCULATED_TIMECARD_DAY_UE• HWM_EXT_REPORTED_TIMECARD_DAY_UE



225

Level Details Description and User Entities

2

Time card day aribute Additional information that applies to

a 24-hour period of the time card, suchas a comment applicable to all hours forMonday

• HWM_EXT_CALCULATED_TIMECARD_ATTRIBUTE_DAY_UE• HWM_EXT_REPORTED_TIMECARD_ATTRIBUTE_DAY_UE

3

Time card entry A range of time dened by start and stop

times or a time duration on the time card

• HWM_EXT_CALCULATED_TIMECARD_DETAIL_UE• HWM_EXT_REPORTED_TIMECARD_DETAIL_UE

3

Time card entry aribute Additional information that applies to

a time entry, such as the project name,payroll time type, and department

• HWM_EXT_CALCULATED_TIMECARD_ATTRIBUTE_DETAIL_UE• HWM_EXT_REPORTED_TIMECARD_ATTRIBUTE_DETAIL_UE

The other time user entities are independent of these hierarchy levels. You can nd all time user entity and databaseitems by searching for names that start HWM_EXT.

Extract RenementYou can use available database items to create lter conditions that rene the extract contents. Here are someexamples:

• Status values, such as time card status, approval status, or transfer status

• Time consumer, such as project costing or payroll

• Selected time aribute values, including custom time aributes

• Calculated time, reported time, or both types of time entries

• Person name or assignment

• HR aributes that you can use to identify the person or assignment values, such as Department, Job, Position,and Manager. For example, all people with Job = X

• Date and date ranges, for example, the eective date minus start date of the time card is less than 90 days

Related Topics

• Extract Components

• Dene Extracts

• Dene Extracts in the Simplied Interface

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Chapter 25Best Practice Congurations for Time Entry and Processing

227

25 Best Practice Congurations for TimeEntry and Processing

Examples of Time Congurations for Hires andTerminationsThese examples provide high-level best practice time entry and processing congurations for various hire andtermination scenarios.

Hire Today: On the Same Day or a Future DayScenario: You hire someone today with a hire date that is also today, or a future date.

Best practice conguration: Starting on the hire date, the active employee becomes a member of relevant HCM groups.Membership can be manual or automatic, based on group inclusion and exclusion conditions. Group membershipautomatically associates the employee with time entry and processing setup proles that include those HCM groups.

Functional tasks supported by this conguration:

• Before the hire date, no person or scheduled process can create, process, approve, or transfer time data for theemployee.

• After the hire date:

◦ Everyone with the appropriate privileges can create, edit, delete, and submit time cards for the employee.

◦ Approval, rejection, and informational notications are automatically sent to recipients when theemployee's time cards are submied. Time card approval work ow task congurations determine therecipients.

◦ Administrators for applicable time consumers, such as payroll, transfer the approved time data. Theemployee's time consumer set conguration and the time card approval workow task congurationsdetermine time data approval.



228

This gure provides a visual representation of the scenario, in context of a sample timeline where the hire date is aftertoday.

Time and LaborManager

Configuration

Functional Tasks

Generate ProcessesREST Services

Approvals

Transfers to Payroll

Time Creation,Editing, Deletion, and

Submission Not Allowed

Not Allowed

Time Creation,Editing, Deletion, and Submission Allowed

Allowed

Employee

Line Manager

New HCM Groups forActive Employee

New Setup Profiles forActive Employee

Active Employee

Hire Date

Today

December 12017

March 242018

Application Not Accessible

Terminate Today: On the Same Day or a Future DayScenario: You terminate someone today with a termination date that is also today, or a future date.

Best practice conguration: Group membership is congured so that the employee continues as a member of relevantHCM groups even after the termination date. The group membership keeps the employee automatically associated withactive time entry and processing setup proles that include those HCM groups.


• Before and after the termination date:

◦ Everyone with the appropriate privileges, and scheduled processes, can create, edit, delete, and submittime cards for the employee. This protects the sensitive period so that the employee can't detect a futuretermination that's entered in Global HR.



229


• Before the termination date, administrators for applicable time consumers, such as payroll, transfer theapproved time data. The employee's time consumer set conguration and the time card approval workow taskcongurations determine time data approval.

• After the termination date, administrators for applicable time consumers, such as payroll, can't transfer theapproved time data.

This gure provides a visual representation of the scenario, in context of a sample timeline where the termination dateis after today.


Configuration

Functional Tasks


Approvals


HCM Groups for Active Employee

Setup Profiles for Active Employee

Not Allowed

Time Creation,Editing, Deletion,And Submission

Allowed

Allowed

Allowed

Active Employee

Employee

Line Manager

Termination Date

Today

December 12017

Apr 12017

Terminate Today: On an Earlier DateScenario: You terminate someone today with a termination date that is earlier than today.



230

Best practice conguration: Starting on the termination date, the active employee becomes an inactive employee andchanges HCM group memberships. The membership change can be manual or automatic, based on group inclusionand exclusion conditions. The change in group membership automatically changes the time entry and processing setupproles that the now inactive employee is associated with.


• Before and after the termination date, the employee can't create, edit, delete, or submit time entries.

• Before the termination date:

◦ Managers with the appropriate privileges have full access to time data for the active employee before thetermination date and can make any required adjustments. Scheduled processes can also adjust time datafor the active employee.

◦ Approval, rejection, and informational notications are automatically sent to recipients when the activeemployee's adjusted time cards are submied. Time card approval work ow task congurationsdetermine the recipients.

◦ Administrators for applicable time consumers, such as payroll, transfer the approved time data.The active employee's time consumer set conguration and the time card approval workow taskcongurations determine time data approval.

• After the termination date, no person or scheduled process can create, process, approve, or transfer time datafor the inactive employee.

Special case: When the termination date is before today and the employee is still on site, we recommend that you setthe HR termination date to today. Then, follow the rst termination scenario in this topic.



231

This gure provides a visual representation of the scenario, in context of a sample timeline where the termination dateis before today.


Configuration

Functional Tasks


Approvals




Not Allowed

Time Creation,Editing, Deletion, andSubmission Allowed

Allowed

Active Employee

Employee

Line Manager

Today

Apr 12017

December 12017

March 242018

HCM Groups forInactive Employee

Setup Profiles forInactive Employee

Time Creation, Editing, Deletion, and Submission Not Allowed

Termination Date

Examples of Time Congurations for Terminations andRehiresThese examples provide high-level best practice time entry and processing congurations for various termination andrehire scenarios.

Today: Terminate on the Same Day or a Future Day, and RehireScenario: Today you terminate and rehire someone with a termination date of today, or a future day. The rehire date isa future day.



232

Best practice conguration: Group membership is congured so that the employee continues as a member of relevantHCM groups even after the termination date. The group membership keeps the employee automatically associatedwith active time entry and processing setup proles that include those HCM groups. Starting on the rehire date, theactive employee changes HCM group memberships based on the new job. The membership change can be manual orautomatic, based on group inclusion and exclusion conditions. The change in group membership automatically changesthe time entry and processing setup proles that the active employee is associated with.


• Before and after the termination date, and before the rehire date:

◦ Everyone with the appropriate privileges, and scheduled processes, can create, edit, delete, and submittime cards for the employee. This protects the sensitive period so that the employee can't detect a futuretermination that's entered in Global HR. Between the termination and rehire dates, managers with theappropriate privileges can adjust and resubmit.


• Before the termination date, administrators for applicable time consumers, such as payroll, transfer theapproved time data. The employee's time consumer set conguration and the time card approval workow taskcongurations determine time data approval. After the termination date and before the rehire date, they can'ttransfer the approved time data.

• After the rehire date:

◦ Everyone with the appropriate privileges, and scheduled processes, can create, edit, delete, and submittime cards for the employee in the new job.


◦ Administrators for applicable time consumers, such as payroll, transfer the approved time data.The employee's new time consumer set conguration and the time card approval workow taskcongurations determine time data approval.



233

This gure provides a visual representation of the scenario, in context of a sample timeline where the termination andrehire dates are future days.


Configuration

Functional Tasks


Approvals




Not Allowed

Time Creation,Editing, Deletion,and Submission

Allowed

AllowedAllowed

Active Employee

Employee

Line Manager



Active Employee

Today

Apr 12017

August 152017

December 12017

March 242018

Allowed

Termination Date

RehireDate

Time Creation, Editing, Deletion, and

Submission Allowedfor New Job

Today: After Termination and Before RehireScenario: Today is after the employee left, the termination date, and before the rehire date. You must makeadjustments and payment before the rehire date.

Best practice conguration: Starting on the termination date, the active employee becomes an inactive employeeand changes HCM group memberships. Starting on the rehire date, the employee is active again and changes HCMgroup memberships based on the new job. The membership changes can be manual or automatic, based on groupinclusion and exclusion conditions and whether the employee is active or inactive. The change in group membershipautomatically changes the time entry and processing setup proles that the active and inactive employee is associatedwith.



234


• Before the termination date:

◦ The employee and line manager can't create, edit, delete, or submit time entries.

◦ Time and labor managers with the appropriate privileges, and scheduled processes, can adjust andsubmit time card data for the employee.

◦ Approval, rejection, and informational notications are automatically sent to recipients when theemployee's adjusted time data is submied. Time card approval work ow task congurations determinethe recipients.

• Between the termination and rehire dates, no person or scheduled process can create, process, approve, ortransfer time data for the employee. Because the employee is gone, this period isn't sensitive or protected fromthe employee's awareness.

• After the rehire date:

◦ Everyone with the appropriate privileges, and scheduled processes, can create, edit, delete, and submittime cards for the employee in the new job.


◦ Administrators for applicable time consumers, such as payroll, transfer the approved time data.The employee's new time consumer set conguration and the time card approval workow taskcongurations determine time data approval.



235

This gure provides a visual representation of the scenario, in context of a sample timeline. The termination date isbefore today and the rehire date is after.


Configuration

Functional Tasks


Approvals


HCM Groups forActive Employee

Setup Profiles forActive Employee

Time Creation, Editing, Deletion, and Submission

Not Allowed

Not Allowed


Submission Allowed

Allowed



Allowed for New Job

Active Employee

Employee

Line ManagerTime Creation, Editing, Deletion, and

Submission Not Allowed



Active Employee

Termination Date

RehireDate

Today

Apr 12017

August 152017

December 12017

March 242018



Today: After Termination and Before RehireScenario: Today is after the employee left, the termination date, and before the rehire date. You must makeadjustments and payment before the rehire date.

Best practice conguration: Starting on the termination date, the active employee becomes an inactive employeeand changes HCM group memberships. Starting on the rehire date, the employee is active again and changes HCMgroup memberships based on the new job. The membership changes can be manual or automatic, based on groupinclusion and exclusion conditions and whether the employee is active or inactive. The change in group membershipautomatically changes the time entry and processing setup proles that the active and inactive employee is associatedwith.



236


• Before the termination date and after the rehire date:

◦ Everyone with the appropriate privileges, and scheduled processes, can create, edit, delete, and submittime cards for the employee.


◦ Administrators for applicable time consumers, such as payroll, transfer the approved time data. Theemployee's time consumer set conguration and the time card approval workow task congurationsdetermine time data approval.

• Between the termination and rehire dates, no person or scheduled process can create, process, approve, ortransfer time data for the employee. Because the employee is gone, this period isn't sensitive or protected fromthe employee's awareness.

This gure provides a visual representation of the scenario, in context of a sample timeline where today is after thetermination and rehire dates.


Configuration

Functional Tasks


Approvals





Not Allowed

Not Allowed


Submission Allowed

Allowed



Allowed for New Job

Active Employee

Employee

Line Manager



Active Employee

Termination Date

RehireDate

Today

Apr 12017

August 152017

December 12017

March 242018





237

Examples of Time Congurations for Time Data CleanupThis example provides a high-level best practice time entry and processing conguration for cleaning up time databased on termination and rehire scenarios.

Today: Terminating or RehiringScenario 1: Today, you are terminating someone on an earlier day. Time data for the period after the termination datemust be cleaned up, both for time and labor and payroll.

Scenario 2: Today, you are rehiring someone on a future day. Time data for the period between the termination andrehire dates must be cleaned up, both for time and labor and payroll.

Best practice conguration for both scenarios: Starting on the termination date, the active employee becomes aninactive employee and changes HCM group memberships. Starting on the rehire date, the employee is active againand changes HCM group memberships based on the new job. The membership changes can be manual or automatic,based on group inclusion and exclusion conditions and whether the employee is active or inactive. The change in groupmembership automatically changes the time entry and processing setup proles that the active and inactive employeeis associated with.

Functional tasks supported by this conguration for these scenarios:

• Before the termination date and after the rehire date:

◦ Everyone with the appropriate privileges, and scheduled processes, can create, edit, delete, and submittime cards for the employee in each job.


◦ Administrators for applicable time consumers, such as payroll, transfer the approved time data. Theemployee's time consumer set conguration for each job and the time card approval workow taskcongurations determine time data approval.

• Between the termination and rehire dates:

◦ The employee and line manager can't create, edit, delete, or submit time entries. Because the employeeis gone, this period isn't sensitive or protected from the employee's awareness.

◦ Time and labor managers with the appropriate privileges, and scheduled processes, can adjust andsubmit time card data for the employee.


◦ Administrators for applicable time consumers, such as payroll, transfer the approved time data.The inactive employee's time consumer set conguration and the time card approval workow taskcongurations determine time data approval.



238

This gure provides a visual representation of these scenarios, in context of a sample timeline. The termination date isbefore today and the rehire date is after.


Configuration

Functional Tasks


Approvals




Only Clean Up of Time Data Allowed

Only Cleaned Up Data Allowed


Submission Allowed

Allowed



Allowed for New Job

Active Employee

Employee

Line Manager



Active Employee

Termination Date

RehireDate

Today

Apr 12017

August 152017

December 12017

March 242018




Not Allowed


Glossary

239

Glossary

action

Determines how to react to a WFM event. For example, if an employee's overtime period changes, run the process SetTime Card Resubmission Status to Resubmit. The process recalculates the affected time card data using the correctperiod.

application event

The time event recognized by the Oracle Fusion Time and Labor application. Event mappings link supplier deviceevents, such as Meal Out, with application events, such as Out and In, to create time card entries.

calculation component

An individual calculation captured on a calculation card, which is typically associated with an element.

data dictionary

A central repository that stores time attributes regardless of the source.

data sources

The list of valid time attribute values for time entry and setup tasks. These lists are supplied by Absence Managementfor absence attributes, Global Payroll for payroll time type attributes, and Project Costing for project time attributes.

dependent field

Always a single-attribute field that is related to an independent field or button. Whether the dependent field appears onthe time card or web clock depends on the related independent field or button and the availability setting.

export data

Data sent to the time collection device to complete each time device event transaction. Completed transactions includeall of the information that Time and Labor requires to process the time event. Export data includes person information,such as first and last name and badge IDs, and other information, such as payroll time type and published employeeschedules.

filtered data source

Valid values for the time attribute, filtered by variable input attribute values. For example, the delivered Payroll TimeType attribute data source includes filters for primary assignment and start time. Absence Management, Global Payroll,and Project Costing provide lists of values and any filters for their delivered time attributes.

grace period

Number of minutes that employees can start or stop shifts early or late, without incurring attendance violations.Example: The grace period is 15 minutes and shift start and end times are 8:00 and 17:00, respectively. The ranges ofvalid start and stop times are 7:45 to 8:15 and 16:45 to 17:15.


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layout

The time card, calendar, web clock, and shift components that appear on pages and dialog boxes, and the details oftheir appearance.

layout component

Specifies how a time attribute appears on time card, calendar, or web clock pages and transfers to the time consumer.Layout components are single-attribute fields, multiple-attribute fields, and web clock buttons.

layout set

A set of layout configurations that determine the appearance of the time card and calendar when reporting, reviewing,or viewing time.

LDG

Abbreviation for legislative data group.

repeating time period

A daily, weekly, or monthly time period definition that continually produces time periods for use when reporting andapproving time, and accruing absences. Example: Weekly periods starting on Sundays.

rule template

A reusable configuration that simplifies creating rules from formulas. The template specifies exactly which parametersthe associated formula requires and the output value or message that the formula returns.

supplier device event

The time event recognized by the time collection device supplier, such as Clock In or Meal Out. Event mappings linksupplier device events with application events, such as In or Out, and time attributes to create time card entries.

time attribute

A qualifier associated with a time event or time entry that reflects how the time is paid, costed, billed, or recorded as aninformation entry. For example, the payroll time type attribute indicates whether time for payroll consumers should bepaid as Regular, Overtime, or Vacation.

time card field

Container for one or more time attributes with valid values and specifications for displaying the attributes on the timecard.

time category

A defined classification of the types of time entries, such as worked time or scheduled time, that can be referenced inrules, time summaries, and analytics. Time categories can contain other time categories. For example, the Absence timecategory contains Sickness and Vacation time categories.


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time collection device

A hardware device or software method used to collect time reporting data. Devices include true swipe clocks, acomputer or tablet, a kiosk with a touch screen, a cash register that collects in and out times, a badge reader, and abiometric recognition device.

time consumer

An application that uses calculated time data for processing. For example, a payroll consumer uses reported time tocalculate employee pay. A project costing consumer uses reported time to bill customers for a given project.

time consumer set

Specifies approval periods, time category and validation actions, and time transfer rules for each time consumer. Aconsumer set might be for either a payroll or project costing time consumer, or both.

time device processing profile

A collection of time device event mapping, device rule, and submission rule sets as well as export data. Assign a timedevice processing profile to all employees who use the same time collection device to report time events.

time entry

A range expressed as start and stop times or a duration in hours, along with the associated attribution that details thekind of work performed. Examples: 9 am to 5 pm working on Project A or 8 hours of Regular work.

time event

A single In or Out time transaction reported using a time collection device.

unfiltered data source

All valid values for the time attribute, used by time and labor administrators to configure time card fields, web clockbuttons, and time categories. Absence Management, Global Payroll, and Project Costing provide lists of values for theirdelivered time attributes.

view object

A component that simplifies querying and working with business object rows.

WFM event

A change to a person's data that can potentially require time card data be recalculated. You can track any and allevents--creation, update, or deletion. For example, you track the creation of a bargaining unit or the update of acollective agreement.

worker time entry profile

A collection of layout rules and specifications that determine the time card appearance and control when employeescan take action on their time cards.


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worker time processing profile

A collection of the time card period and the time entry and time calculation rule sets for both the employee and the timeconsumer.

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