05 time and labor

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Oracle E-Business Suite Release 12.1 - Implement and UseOracle Time and Labor

Copyright © 2009, Oracle. All rights reserved.2

Topics• New and Changed Features

– New Recent Timecards Screen*– New Projects/Projects-Payroll Layout*– Default Timecard Period*– Timecard Row(s) Without Any Hours*– Supervisor Timesheet Dashboard*– Default Approval Action*– Audit Trail Report*– New Preference Eligibility Criterion– Future Time Period Limit– Regular / Overtime Hours Summary– Textual and Screen Changes

*See Appendix D for additional information


Business Flow

Supervision & Administration

* Supervisor Timesheet Dashboard* Default Approval Action

Reporting & Auditing

* Audit Trail Report

Time Capture

* New recent Timecards Screen* Default Timecard Period* New Projects/Projects-payroll Layout* Save timecard row(s) without any values


New Recent Timecards Screen

• The current “Recent Timecards” and “Timecard Search” screens are now merged into one screen known as Recent Timecards

• This provides the following information:– Self-Service users with the ability to search and edit their

timecards from the same tab– Advanced Search Criteria– An ability to delete multiple rows at a time– A way to sort timecards on timecard status– An indication whether a timecard has been retrieved by

recipient applications


New Recent Timecards Screen -- Setup and Process

Access to Employees

OTL Self-Service Resource

Time Menu

New Recent Timecards

OTL Employee Self Service

Responsibility

SETUP

Oracle Seeded OTL Employee Self Service


New Projects / Projects-PayrollTimecard Layout

• There is a new seeded layout for Projects and Projects Payroll timecards• Project/Task Number and Name details are concatenated as one

field• The Project LOV will have Project Name appended to Project

Number• The same is also done for Task Number and Name


New Projects / Projects-PayrollTimecard Layout -- Setup and Process

Assign New Seeded Timecard Layout

Timecard Submission And Approvals

Seeded Timecard Layouts with ProjectNumber and Name

Details Concatenated

SETUP

Oracle Seeded Projects / Projects-Payroll Timecard Layout


Default Timecard Period

• This is a new segment used to:• Set the timecard period defaulting style when creating a

timecard• Default the timecard period with a time slot that is open from:

• The current date or …• … The earliest/closest time period prior to current date


Default Timecard Period --Setup and Process

Configure appropriate value for segment:

Default Timecard Period

Create Timecard

OTL Preferences : Self Service Timecard

Period for Worker

SETUPList of Values Description

Period on or after system date

Sets the open time period from current date for a new timecard

Earliest period prior to system date

Sets the earliest not entered time period prior to system date for a new timecard

Closest Period prior to system date

Sets the closest not entered time period prior to system date for a new timecard


Timecard Row(s) WithoutAny Hour Values

• A new segment has been added to:– Allow or restrict users from saving a timecard row(s) without

any hours– Allow users to save timecards via template override or direct

entry, with row(s) having only time information but without hours or time values


Setup and Process

Configure appropriate value for segment:

Restrict timecard row(s) without any hours

Timecard Submission And Approvals

OTL Preferences : Time Store Validate

on Save

SETUP

List of Values Description

NoAllows user to save timecard rows without any hours values

Yes

Restricts user from saving timecard rows without any hours values. This behavior is also applicable when segment value is not set


Supervisor Timesheet Dashboard

• Enables supervisors to query online the status of timecards for a specific timecard period considering supervisor hierarchy

• Helps supervisors ensure that their employees report their time on a timely basis

• Allows supervisors to approve timecards which are pending for their approval

• Includes a graphical representation in percentage of timecards by statuses

• Provides the ability to generate a Timecard Status Detail Report online that is highly configurable


Supervisor Timesheet Dashboard -- Setup and Process

View Employees’ Timecards

Status

Timecard Status Dashboard function

Supervisor Hierarchy

Manager Self ServiceResponsibility

SETUP

Oracle Seeded Manager Self Service


Default Approval Action

• A new system profile allows you to set the default approval action for a Timecard Approver

• When a Supervisor or Manager accesses ‘Pending for Approval’ timecards through Mass Timecard Approval …

• … The Action choice list in Approvals screen is defaulted according to this system profile value


Setup and Process

Configure appropriate value for profile

(Approve, Reject or Skip)

Timecard Approvals

OTL: Default Approval Action for Mass

Timecard Approver

SETUP

List of Values Description

Approve To approve workers’ timecards

Reject To reject workers’ timecards

SkipTo skip workers’ timecards without any action


Audit Trail Report

• Enables time administrators to– Track changes made to the timecards and …– … Identify what data was changed each time

• Displays details such as:– Number of times a particular timecard is submitted, modified

or deleted– Approval actions performed by approvers on timecards

• Identifies the person who last updated the time details on the timecard along with date and timestamp

• Can be printed and maintained for audit purposes


Audit Trail Report -- Setup and Process

View Employees’ Timecards

Changes

New Concurrent ProcessOTL:Timecard Audit Trail

Report

Execute the process with required report

Parameters

Seeded OTL Request Group

SETUP


New Preference Eligibility Criterion

• A new eligibility criterion for an OTL Self-Service Responsibility to link a preference node

• Easy way to assign preferences to a group without:– Requiring the assignment of a preference node to specific

people or …– … Relying on a common assignment attribute

• Assigns all preference existing under the node used after time card submission, for example:

– Approval Styles– Application Sets– ELP Rules– Retrieval Rules


Setup and Process


Setting New Preference Eligibility Criterion

New “Persistent Responsibility” Eligibility Criteria Type


Setting … (continued)

New “Persistent Responsibility” Eligibility Criteria Type


Future Time Period Limit

• There is a new segment to:• Limit population of future timecard period based

upon employee’s assignment• Limit future timecard periods which could be up to

final termination date or active assignment effective dates


Setup and Process

Configure appropriate value for Segment:


Create Timecard

OTL Preferences : Self Service Timecard

Status That Allows User Edits

SETUP


OTL Preferences

• Preference: Self Service Timecard Status That Allows User Edits

• Segment: Future Time Period Limit

The following options can be configured:

Segment Value Description

Active Assignments

Populates timecard period choice list with time periods until active assignment’s effective dates

Assignment up to Final Termination

Populates timecard period choice list with time periods until employee’s final termination date


OTL Preferences Window



Create Timecard Screen



Regular / Overtime Hours Summary

• A summary block is now available in the confirmation page for the user doing time entry using self service

• The timecard confirmation page displays timecard explosion details such as overtime and double timedouble time calculation details as per earning policy definitions


Setup and Process

Assign New Seeded Confirmation OLTR

Layout

Create Timecard

Seeded Payroll Timecard Layout

with OTLR Confirmation Page

SETUP

Oracle Seeded Payroll Timecard Layout


OTL Preferences Window

New seeded Payroll OTLR Details confirmation layout


Create Timecard Screen

OTLR Details are displayed in Confirmation Page


Textual and Screen Changes

Start Time, Stop Time and Hours label now appear only once and not day wise.

Create Timecard


Timecard Approval Screen

New column to indicate whether a timecard has been retrieved by recipient applications like Payroll, Projects and Purchasing


Timecard Approvals Review

Individual Table name changes


Import Timecard

System displays a success message when saving a timecard with row(s) without any hours

“Change Range of time” button has been removed

The range of time is applied onto the timecard when a value chosen from timecard period choice list


Templates

New column: Creation Date

Sorting option available on Template Name and with Creation Date columns


Templates, Search and Select

Textual Changes. Organization ID renamed to Organization Name


Notes / Considerations re Usability Enhancements• Eliminate difficult traversals for search and time entry

with new recent timecards screen• Use the new out-of-the-box Projects / Projects-Payroll

layout• Make the new segments like Default Timecard Action,

Save Timecards row(s) without any hours values editable and viewable in OTL web preferences

• Set default approval action profile option at Responsibility level


Notes / Considerations re OTL

• Review Actuals vs. Expected• Query timecards on history periods and records created

prior to R12.1• Make use of on-screen efficiencies• Generate Timecard Status Details report to facilitate audit

requirements and assist internal operations


Important References

• 223987.1 Oracle OTL HXC Time Store Deposit API An Oracle White Paper

• 304340.1 Oracle Time & Labor Timecard Configuration 11.5.10+

• 749174.1 Oracle Time and Labor Retrievals Troubleshooting Guide

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