implementation and support...
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Implementation and Support Stories
Oracle Time and LaborWith HR and Projects
Bonnie HoggattKaren Jackson
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Agenda
• Company Background• Oracle Applications environment• Timecard impact at ABS• Timecard Process Flow• HR and PA requirements• Implementation Design• Oracle Design Issues• Ongoing Support Issues
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ABS
• American Bureau of Shipping– Promote the Security of Marine-related facilities
through development and verification of standards in design, construction and maintenance.
• Worldwide operations• Non-profit Society• Founded in 1862
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ABS Global Enterprise Management System
• Multi-org• 120+ Operating Units• 4000 employees/users• Project Accounting• HRMS• Payroll - auto pay except overtime ,• Other Oracle Apps• Main external interfaces O2E, O2K
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PA and HR requirements
OvertimePayroll
Project Costing
Unreported Time
TimecardResourcePlanning
Utilization Report
ProjectBilling
Vacation Balance
Bill Rates
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Timecard Information Uses
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Data Entry Applications
• GEMS - Global Enterprise Management System
• O2K – Surveyors• O2E - Engineers
O2K
O2EOTL
GEMSOracle Apps
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PA Requirements
• Record Hours Spent• Distinguish Absence hours from
other hours• Avoid modifying labor costing
extension• Regular Hours and OT Hours
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HR Requirements• Capture detail Absence Types• Allow users to view their accrual
balances• Prevent taking excess paid time off
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OTL Implementation Design
• Preferences• Eligibility Criteria• Alternate Name Mapping• Time Entry Rules• Templates• Paid Time Off (PTO) Accruals
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Preferences
• Verify each setup• Consider who needs different
preferences• ABS matrix
– Timecard Approval Style– Timecard Alternate Name– Time Entry Rules– Timekeeper Layout
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Timecard Approval Style
• Supervisor Approval• Auto-Approval• Default Workflow• Job Grade level determines • Exceptions
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Hour Types
• Alternate Name Mapping– PA- expenditure type– HR- element entry
• Different elements for each company
• Different elements for contractors vs. employees
• Differences for Timekeepers
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Templates
• Default lines for– Vacation– Sick– Personal– Training– Quality– Department Administrative Time
• Default dependent on user type– Contractor US or International– Employee – US or International
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Absences
• HR Elements for each absence type– Vacation– Sick– Personal– Holiday– Military Leave– Jury Duty
• PA expenditure type– Regular Hours – Costing
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Paid Time Off Accruals
• View Balance in OTL• Decreasing Balance• End of prior year Adjustments• Time Entry Rule to prevent
taking too much
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Vacation Accrual Plan
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• Warn user when they have insufficient regular hours on their timecard.
• Prevent user from submitting more than their standard work week of regular hours on a timecard.
• Prevent user from taking more Vacation, Sick or Personal time than their accrual balance would allow if they were US employees.
• Require user to use an ABSENCE task for recording absence hours.
Time Entry Rules
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Fast Formulas
• Create your own• Copy a seeded one and modify it• Compile custom function• Register the function• Compile the formula
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Timecard Process FlowSubmit
Timecard
ReportsProject Operating Statement
Utilization, etc.
Interface toPayroll
ApproveTimecard
TimecardEntriesCreated
Financial Statements
Transfer to HR Update Accruals
DistributeLabor Cost
Import & Postinto
General Ledger
Import intoProject
Accounting
Rejected
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General Design Issues
• Workflow – hard to find notifications• Overtime vs Regular Hour totals not
displayed• Viewing Absences• Copy Line• Retroactive Employee Transfers• Terminated employees• Awkward data entry
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Support Issues
• Processing Time– PRC: Transaction Import– Transfer Time from OTL to BEE
• Back Arrow• Runaway queries• Updates to timecards
– Header and detail not matching– Timecard totals vs. PA totals
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Conclusion
• Document your choices• Setup Preferences according to
groups of employees• Meet with HR and PA often• Test every scenario in HR, OTL
and PA
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Questions