1. OTL setups for payroll integration are discussed, including creating responsibilities, profiles, self-service time entry rules, time categories, time entry rules, time entry rule groups, recurring periods, approval styles, and preferences.
2. Key steps outlined are creating elements and element sets, linking elements to payrolls, generating flexible field mappings, setting up absence integration with OTL, and applying preferences for accurate payroll processing.
3. Details are provided on split approval of timecards, with some hours types set to auto-approve and others following the approval cycle, as well as integrating absences between OTL and payroll.
1. OTL setups for payroll integration are discussed, including creating responsibilities, profiles, self-service time entry rules, time categories, time entry rules, time entry rule groups, recurring periods, approval styles, and preferences.
2. Key steps outlined are creating elements and element sets, linking elements to payrolls, generating flexible field mappings, setting up absence integration with OTL, and applying preferences for accurate payroll processing.
3. Details are provided on split approval of timecards, with some hours types set to auto-approve and others following the approval cycle, as well as integrating absences between OTL and payroll.
1. OTL setups for payroll integration are discussed, including creating responsibilities, profiles, self-service time entry rules, time categories, time entry rules, time entry rule groups, recurring periods, approval styles, and preferences.
2. Key steps outlined are creating elements and element sets, linking elements to payrolls, generating flexible field mappings, setting up absence integration with OTL, and applying preferences for accurate payroll processing.
3. Details are provided on split approval of timecards, with some hours types set to auto-approve and others following the approval cycle, as well as integrating absences between OTL and payroll.
http://oracleapps88.blogspot.com/2013/03/otl-setups-for-payroll.html OTL SETUPS FOR P!ROLL 1. CREAT!" C#$T%& RE$'%!$()T* 1.1 %A&C %T) $etup Respo"si#ility $a%e OM& OTL Setup Pro'ile Optio" $a%e Site Respo"si#ility %T) : Allo+ T, loc-./g of 0uer.e1 recor1s *es %T) : Arch.2e Restore Chu/- $.3e 140 %T) : &a5 6ar/./gs ./ 7al.1ate 8ata $et 400 %T): Allo+ Cha/ge "roup T.me-eeper *es %T): Allo+ $elf $er2.ce T.me E/try for Term./ate1 Employees !o %T): Co1e )e2el %T): 8ata 7olume for #pgra1e 'rogram 6or-er %T): 8ays a T.me,eeper ca/ access Co/t./ge/t 6or-er9s t.mecar1 beyo/1 term./at.o/ %T): 8ebug Chec- E/able1 !o %T): 8efault Appro2al Act.o/ for &ass T.mecar1 Appro2er Appro2e %T): 8efer appro2al process o/ t.mecar1 subm.ss.o/ *es %T): E/able Arch.2e/Restore 8eta.le1 )ogg./g %T): :.le $eparators for the mport E5port :u/ct.o/al.ty ; %T): &a5 Errors %T): &./.mum Age of 8ata $et for Arch.2./g < %T): !umber of past 1ays for +h.ch retr.e2al co/s.1ers cha/ges =1ays> 3<4 %T): R8( - 8efault Appl.cat.o/ 'ayroll %T): R8( - Ru/ 'ost Retr.e2al $/apshot Automat.cally %T): Tra/sfer (atch $.3e 3000 %T): Tra/sfer to %T)R a/1 / or (EE (oth %T)R a/1 (EE ?R:#ser Type ?R +.th 'ayroll #ser %T): #se #pgra1e1 Retr.e2al 'rocess 1.2 %A&C ?R&$ $elf $er2.ce T.me Respo"si#ilty $a%e OM& (RMS Sel' Ser)ice Ti%e Pro'ile Optio" $a%e Site ?@T: All / $electe1 Ear/./g Categor.es $electe1 Ear/./g Categor.es ?@T: Appro2er ReAu.re1 * ?@T: (atch $.3e 24 ?@T: Compare $pec.al Rules E2aluat.o/ ?@T: ?ol.1ay ?ours from ?ol.1ay Cale/1ar *es ?@T: ?ours per *ear 2040 ?@T: /clu1e 'rem.um ?ours to 'A * ?@T: &erge (atch T.mecar1s ?@T: %2ert.me :u/ct.o/al.ty o/ ?ol.1ays 8a.ly/6ee-ly/$pec.al %2ert.me o/ly a/1 ?ol.1ay Rule ?@T: Rollup (atch ?ours !o %T) : Allo+ T, loc-./g of 0uer.e1 recor1s *es %T) : Arch.2e Restore Chu/- $.3e 140 %T) : &a5 6ar/./gs ./ 7al.1ate 8ata $et 400 %T): Allo+ Cha/ge "roup T.me-eeper %T): Allo+ $elf $er2.ce T.me E/try for Term./ate1 Employees !o %T): Co1e )e2el %T): 8ata 7olume for #pgra1e 'rogram 6or-er %T): 8ays a T.me,eeper ca/ access Co/t./ge/t 6or-er9s t.mecar1 beyo/1 term./at.o/ %T): 8ebug Chec- E/able1 !o %T): 8efault Appro2al Act.o/ for &ass T.mecar1 Appro2er Appro2e %T): 8efer appro2al process o/ t.mecar1 subm.ss.o/ *es %T): E/able Arch.2e/Restore 8eta.le1 )ogg./g %T): :.le $eparators for the mport E5port :u/ct.o/al.ty ; %T): &a5 Errors %T): &./.mum Age of 8ata $et for Arch.2./g < %T): !umber of past 1ays for +h.ch retr.e2al co/s.1ers cha/ges =1ays> 3<4 %T): R8( - 8efault Appl.cat.o/ 'ayroll %T): R8( - Ru/ 'ost Retr.e2al $/apshot Automat.cally %T): Tra/sfer (atch $.3e 3000 %T): Tra/sfer to %T)R a/1 / or (EE (oth %T)R a/1 (EE ?R:#ser Type %T): #se #pgra1e1 Retr.e2al 'rocess 1.3 Create employee a/1 attach that to the user; +h.ch ./ tur/ .s use1 for 1o./g all the setups. 1.B Alter/ate !ames (efore creat./g alter/ate /ames; all the eleme/ts a/1 .ts l./-s ha2e to be create1 a/1 l./-e1 to respect.2e payrolls. lter"ate "a%es "ot )isi#le issue O"ce all the ele%e"t are created a"d li"*ed to payrolls, please chec* the payrolls are attached to all e%ployees, +' this is "ot do"e the" alter"ate "a%es ,ill "ot #e )isi#le o" the sel' ser)ice ti%ecard- 'ter ele%e"ts are li"*ed create ele%e"t sets 'or all the OTL ele%e"ts a"d ru" "a)i.ate to /OTL pplicatio" de)eloper0 respo"si#ility a"d ru" the co"curre"t pro.ra% "a%e called /1e"erate Fle2'ield %appi".0 a"d %e"tio" the Ele%e"t set "a%e i" the para%eter- $ote3 +t is )ery i%porta"t to *eep the datetrac* to the sa%e date i-e- 0145a"41671 ,hile doi". all the setups 1.4 T.me Categor.es There are so ma/y reAu.reme/ts for T.me categor.es; :or summary Total to be 1.splaye1 o/ the t.mecar1 for CRegular ?oursD or a/y -./1 of hours type the/ %T) has 'ro2.1e1 Total1EE.Total10 attr.butes . As sho+/ belo+ Total1 a/1 Total2 are use1 for 1.splay./g the ?ours Totals. 1.< T.me E/try Rules T.me e/try rules are use1 for co/troll./g the e/t.re t.me e/try o/ the TC. )et us ta-e a/ e5ample that user shoul1 /ot e/ter CRegular ?oursD more tha/ B0 hours a +ee- the/ the follo+./g has to 1es.g/e1 ./ the rule !ame: - %A&C Rule -B 8escr.pt.o/: - Regular hours ca//ot be more tha/ B0 =8escr.pt.o/ .s ma/1atory because o/ the TC 1escr.pt.o/ +.ll be sho+/ as message> .f th.s left bla/- the/ a see1e1 message +.ll be 1.splaye1. #sage: - $ubm.ss.o/ / Resubm.ss.o/ =Th.s +.ll 1ec.1e +he/ the 2al.1at.o/ +.ll come ./to effect ..e. +he/ subm.tt./g or Resubm.tt./g. :ormula: - C$ee1e1 formula for 'er.o1 &a5.mumD The ./puts are as follo+s )etFs ta-e a/other e5ample that o2ert.me shoul1 /ot be more tha/ 10hours per +ee-. !ame: - %A&C Rule -3 8escr.pt.o/: - %2ert.me hours ca//ot be more tha/ 10 hours per +ee- =8escr.pt.o/ .s ma/1atory because o/ the TC 1escr.pt.o/ +.ll be sho+/ as message> .f th.s left bla/- the/ a see1e1 message +.ll be 1.splaye1. #sage: - $ubm.ss.o/ / Resubm.ss.o/ =Th.s +.ll 1ec.1e +he/ the 2al.1at.o/ +.ll come ./to effect ..e. +he/ subm.tt./g or Resubm.tt./g. :ormula: - C'er.o1 ?ours 2s T.me Category = $ee1e1 formula >D The ./puts are as follo+s 1.G T.me E/try Rule "roup Th.s .s a comb./at.o/ of rules +h.ch .s create1 ./ sec 1.< +e ca/ select spec.f.c rule or all rules a/1 me/t.o/ each %utcome ca/ be 1. Error 2. 6ar/./g 3. (us./ess &essage B.Reaso/ as sho+/ ./ the belo+ scree/ shot !ote: - T.me E/try Rule group .s appl.e1 to prefere/ces. 1.8 Recurr./g 'er.o1s Recurr./g per.o1 .s the g.2e/ set of 1ays or mo/ths +h.ch .s 1.splaye1 ./ the TC. #sually Recurr./g per.o1 +.ll ha2e start 1ate +h.ch +.ll 1eterm./e the TC per.o1; th.s 1ate ca/ be start of the year or start 1ate of the payroll ru/ a/1 th.s .s a bus./ess 1ec.s.o/.
/ the abo2e scree/ shot ha2e create1 C%A&C Recurr./g 'er.o1D +h.ch has start 1ate as 01-Ha/-2012 1.I Appro2al $tyle Th.s .s the metho1 ./ +h.ch a TC +.ll be appro2e1. Th.s has t+o sect.o/s 1. Appro2al Rules 2. Appro2al $tyle Compo/e/ts / 1.Appro2al Rules $ect.o/ +e ca/ me/t.o/ +h.ch t.me e/try rule comes u/1er +h.ch appl.cat.o/ / 2. Appro2al $tyle Compo/e/ts +e ca/ attach the appl.cat.o/ to the spec.f.c appro2al type as sho+/ ./ the scree/ shot
There are 1.ffere/t types of appro2al mecha/.sm as l.ste1 belo+ Splitti". the ti%e card o" the #asis o' appro)al There .s bus./ess mecha/.sm ./ +h.ch the Regular ?ours or A/y -./1 of ?ours type has to be Auto appro2e1 a/1 the rema././g hours has to go for appro2al process. / th.s case the follo+./g steps ha2e to be 1o/e. / 2. Appro2al $tyle Compo/e/ts choose the appl.cat.o/ a/1 the/ select CE/try )e2el Appro2alD as the type. 6e ca/ obser2e that the butto/ +.ll be e/able1 a/1 the/ cl.c- o/ the butto/ a/1 pro2.1e the 1eta.ls as sho+/ ./ the scree/shot. )et the 8efault E/try le2el Appro2al $tyle be as ?R $uper2.sor; .f you choose a/yth./g else the/ the +hole t.me car1 +.ll be appro2e1 1.ffere/tly. Create a t.me category for the spec.f.c ?ours Type a/1 the/ select the type as CAuto Appro2eD; (y 1o./g th.s o/ly the part.cular hours type +.ll be auto appro2e1 a/1 the rest of the compo/e/ts +.ll go for appro2al cycle. f there are more tha/ o/e compo/e/t the/ create separate t.me category for the same. 2.0 Appro2al 'er.o1s Appro2al per.o1s +.ll allo+ the appro2er to appro2e spec.f.c 1ays of the TC o/ly l.-e 6ee-ly or mo/thly.
2.1 Recurr./g 'er.o1 Recurr./g 'er.o1 are the ra/ge of the 1ates ..e. the t.me car1 .s 1epe/1e/t o/.
2.2 'refere/ces Th.s .s the sett./g +h.ch +.ll 1eterm./e ho+ a t.mecar1 +.ll loo- l.-e +hat +.ll be the rules a/1 2al.1at.o/s a/1 +here all the 'refere/ces +.ll be use1. The follo+./g prefere/ces ha2e to be appl.e1 o/ the t.mecar1 for 'ayroll ./tegrat.o/.
2.2.1 2.2.2 2.2.3
2.2.B 2.2.4 2.2.< (efore ./tegrat./g abse/ce +.th %T) chec- the prof.le opt.o/ C?R: Abse/ces /tegrat.o/ +.th %T)D a/1 set .t to *es at $.te le2el Chec- .f the me/u calle1 CAbse/ce ./tegrat.o/ $etupD .s 2.s.ble or /ot ./ C#$ %T) Appl.cat.o/ 8e2eloperD respo/s.b.l.ty. Create abse/ce eleme/t set a/1 ru/ the C"e/erate fle5 f.el1 a/1 &app./g /format.o/D +.th parameters as sho+/ belo+. !a2.gate to CAbse/ce /tegrat.o/ $etupD a/1 pro2.1e the Eleme/t $et /ame as sho+/ ./ the belo+ scree/ shot $elect o/ all the abse/ces a/1 sa2e a/1 the/ cl.c- o/ "o Cl.c- o/ C"e/erate T.me CategoryD Apply the prefere/ces for the abse/ces. 2.2.G 2.2.8 2.2.I 2.2.10 2.2.11 2.2.12 Create the T.me Category a/1 use the same 2-2-13 (o, to apply Pre'ere"ces %/ce all the prefere/ces are complete1 the/ the prefere/ces ha2e to be appl.e1 to the .roup or or.a"i8atio" or it ca" #e applied to i"di)idual perso". As sho+/ ./ the belo+ scree/ shot the prefere/ces C%&AC 'refere/cesD has bee/ appl.e1 to all the people. !ote: - The prece1e/ce shoul1 be a u/.Aue /umber +h.ch +.ll 1ec.1e the or1er of appl.cat.o/ of prefere/ces.
The C)./- byD ./ the lo2 as sho+/ ./ the belo+ scree/shot +here o/e ca/ choose +here all the prefere/ces ca/ be appl.e1 2.3 ?o+ to create T.me-eeper !a2.gate to %T) $uper T.me-eeper T.me-eeper "roup 'ro2.1e the !ame a/1 select the t.me-eeper. / the perso/ sect.o/; choose the perso/s ..e. +ho all comes u/1er respect.2e T,; as sho+/ ./ the scree/shot. $et the prof.le opt.o/; ?R:#ser Type; to be up1ate able at the s.te; appl.cat.o/; respo/s.b.l.ty or user le2el so that a 2alue ca/ be e/tere1. %T): Allo+ Cha/ge "roup T.me-eeper respJle2el KF*esF for the prof.le opt.o/ ?R:#ser Type 2.BT.me ,eeper 'refere/ces 2.B.1 2.B.2 2.B.3 2.2.B After t.me car1 prefere/ces are 1o/e the/ the same has to be appl.e1 to ./1.2.1ual t.me-eeperFs ..e. Employees as sho+/ ./ the scree/ shot or T, ca/ be a/y /ame1 perso/ ./ the orga/.3at.o/. 'refere/ces 8eta.ls Pre'ere"ce $a%e i" Tree 9Pre'ere"ce $a%e: ;escriptio" <alue i" ;e'ault Pre'ere"ces (ierarchy ;e'ault <alue 'or Pro5ects Appe/1 Templates o/ T.mecar1 =$elf $er2.ce :u/ct.o/al.ty to Appe/1 Templates o/ the T.mecar1> */!. f set to *es; the +or-er ca/ select more tha/ o/e template a/1 the 1ata from all the selecte1 templates appears o/ the t.mecar1. !o *es (us./ess &essages =$elf $er2.ce */!. f set to *es; bus./ess messages from t.me e/try rule *es *es Ab.l.ty to $ho+ a (us./ess &essage> 2al.1at.o/ are 1.splaye1 to the +or-er o/ the t.mecar1. Create 'erso/al Templates =$elf $er2.ce Create Template :u/ct.o/al.ty> */!. f set to *es; +or-ers ca/ create the.r o+/ perso/al t.mecar1 templates. A Create Template butto/ .s 1.splaye1 o/ the Templates page. !o *es 8ate :ormats =$elf $er2.ce 8ate :ormat :u/ct.o/al.ty> 8eterm./es the 1.splay of 1ate formats for the t.mecar1. *ou ca/ choose the 1ate format for the 'er.o1 ).st; T.mecar1 Table 8ay ?ea1er; a/1 T.mecar1 8eta.ls 'age 8ay ?ea1er. 8ecember 31; 2002. Tue; 8ec 31.Tues1ay; 8ecember 31; 2002 L!o/eM 8efault Appro2er =6or-er 8efault Appro2er> f the E/ter %2err.1e Appro2er prefere/ce .s set to *es; the/ you ca/ select a/y super2.sor ./ the bus./ess group to be the 1efault 2alue ./ the %2err.1e Appro2er f.el1. L!o/eM L!o/eM 8.sco//ecte1 E/try =$elf $er2.ce 8.sco//ecte1 E/try %pt.o/ for 6or-er> #ploa1/8o+/loa1; or !o/e. 8eterm./es +hether +or-ers ca/ e/ter t.me a/1 labor 1ata us./g a sprea1sheet =.mport> a/1 +hether they ca/ 1o+/loa1 1ata to the sprea1sheet =e5port>. !o/e #ploa1/8o+/loa1 T.mecar1 Allo+s 8.splay of Accrual (ala/ces Re1uce pote/t.al 2al.1at.o/ errors by 1.splay./g the accrual bala/ces o/ the t.mecar1. $elf- ser2.ce users ca/ 2.e+ the accrual bala/ce before subm.tt./g the.r abse/ces. $elect yes ./ the 8.splay (ala/ce segme/t to 1.splay the bala/ce compo/e/t o/ the t.mecar1. The appl.cat.o/ uses the ?R: Accrual 'la/ Eleme/t $et prof.le opt.o/ .f you lea2e the Eleme/t $et as !ull. $elect a/ e2aluat.o/ 1ate for the accrual bala/ces to 1.splay. The appl.cat.o/ uses the Accrual E2aluat.o/ 8ate you select to 1.splay the accrual bala/ces.
E/ter !egat.2e ?ours =$elf $er2.ce Ab.l.ty to */!. f set to *es; the/ +or-ers ca/ e/ter /egat.2e hours o/ the.r t.mecar1. !o *es E/ter !egat.2e ?ours> E/ter %2err.1e Appro2er =6or-er 'refere/ce to E/ter a/ %2err.1./g Appro2er> */!. f set to *es; the/ +or-ers ca/ e/ter a/ o2err.1e appro2er o/ the t.mecar1. *ou must also set the %2err.1e Appro2al $tyle segme/t of the Appro2al $tyle prefere/ce to 'roHects %2err.1e Appro2er. !o *es !umber of Empty Ro+s o/ the T.mecar1 =$elf $er2.ce !umber of Empty Ro+s o/ the T.mecar1> The /umber of empty ro+s to 1.splay o/ the +or-er9s 1efault t.mecar1. 1 1 !umber of Rece/t T.mecar1s 8.splaye1 =$elf $er2.ce !umber of Rece/t T.mecar1s o/ T.me E/try $cree/> The /umber of pre2.ously e/tere1 t.mecar1s to 1.splay. 4 4 %T) Rules E2aluat.o/ =$elf $er2.ce 'refere/ce to Allo+ Rules E2aluat.o/> */!. $et the E2aluate %T) Rules segme/t to *es for +or-ers +hose t.me .s subHect to %T) rules base1 o/ a rotat.o/ pla/ a/1 ear/./gs pol.cy. f set to *es; use the Appro2al Rules for Rules E2aluat.o/ segme/t to select the appl.cat.o/s that appro2e the 1ata before you ca/ ru/ the Tra/sfer to (EE process. *ou may also select a/ %2ert.me Recurr./g 'er.o1 to calculate o2ert.me for /o/-+ee-ly payrolls. !o !o 'ubl.c Template "roups 8eterm./es the $elf $er2.ce T.mecar1 Template "roup 8y/am.c Templates "roup
$a2e as Templates o/ T.mecar1 =$elf $er2.ce $a2e as Template :u/ct.o/al.ty o/ T.mecar1> */!. f set to *es; the/ the $a2e As A Template butto/ 1.splays o/ the +or-er9s t.mecar1. !o *es $elf $er2.ce :lo+ Au1.t or $ta/1ar1. f set to Au1.t; the/ you use the Cha/ge L!o/eM L!o/eM a/1 )ate Au1.t 'refere/ce /o1e. f set to $ta/1ar1; the/ you choose /ot to use Cha/ge a/1 )ate Au1.t. Template Ass.g/e1 7alue - A1m./.strator =$elf $er2.ce 8efault Template Ass.g/e1 by $ys A1m./> 8efault template ass.g/e1 by the system a1m./.strator. L!o/eM L!o/eM Template Ass.g/e1 7alue - E/1 #ser =$elf $er2.ce 8efault Template $electe1 by #ser> 8efault template selecte1 by +or-er. Chec- the E1.table by #ser chec- bo5 .f you +a/t +or-ers to be able to select the.r o+/ 1efault template. L!o/eM L!o/eM Template :u/ct.o/al.ty =$elf $er2.ce Template :u/ct.o/al.ty for a 6or-er> */!. $elect *es ./ the Template :u/ct.o/al.ty for a 6or-er segme/t to e/able +or-ers to use templates. */!. $elect *es ./ the Create Nero ?ours )ast T.mecar1 segme/t to e/able users to create t.mecar1s us./g the last t.mecar1 template. The 1efault .s set to !o. f you set th.s segme/t to *es; a/1 the +or-er creates a t.mecar1 base1 o/ the last t.mecar1 template; the/ the appl.cat.o/ appl.es the template to the t.mecar1 +.th 3ero hours for the f.rst 1ay a/1 bla/- hours for the other 1ays. !o *es T.mecar1 Alter/ate !ames =$elf $er2.ce T.mecar1 Alter/ate !ame $et 8ef./e1 for a #ser> 8eterm./es the set of alter/ate /ames use1 to co/f.gure l.sts of 2alues o/ +or-ers9 t.mecar1s. *ou must 1ef./e T.mecar1 Alter/ate !ames. L!o/eM L!o/eM T.mecar1 8elete Allo+e1 *es/!o. f set to *es; the/ you pro2.1e +or-ers the ab.l.ty to 1elete a t.mecar1. f you select !o; the/ you 1.sable the 1elete t.mecar1 feature. L!o/eM L!o/eM T.mecar1 )ayout 8eterm./es +h.ch t.mecar1 E5cept.o/ )ayout - T.me 'roHects T.mecar1 =$elf-$er2.ce T.mecar1 Re2.e+; a/1 Co/f.rmat.o/ )ayout 'ages> layouts +or-ers use for 1ata e/try; re2.e+; co/f.rmat.o/; 1eta.l page; a/1 for e5port. f you lea2e the E5port segme/t bla/-; the/ the T.mecar1 e/try layout .s use1 for e5port. f you use E/try )e2el Appro2als; the/ select the Appro2al :ragme/t )ayout to route all appro2er comme/ts to the +or-er. f you use /l./e !ot.f.cat.o/s; the/ select the appropr.ate /ot.f.cat.o/ layout. 8.splays a co/cate/ate1 e/try of 'roHect !umber a/1 Tas- 8eta.ls. car1 E/try 'age )ayout T.mecar1 'er.o1 =$elf $er2.ce T.mecar1 'er.o1 for 6or-er> 8eterm./es +h.ch recurr./g t.me per.o1 +or-ers use for t.mecar1 e/try. 6ee-ly - $tarts $u/1ay 6ee-ly - $tarts $u/1ay T.mecar1 #/.t of &easure =$elf $er2.ce #/.t of &easure to be #se1 o/ a T.mecar1 8eterm./es the u/.ts ./ +h.ch +or-ers e/ter t.me a/1 labor 1ata; such as 1ays; hours; p.eces; a/1 t.me u/.ts as +ell as the format for e/ter./g t.me. ?ours ??:mm ?ours ??:mm T.mecar1 $tatus Allo+./g E1.ts =$elf $er2.ce T.mecar1 $tatus that Allo+s #ser E1.ts> 8eterm./es the t.mecar1s you ca/ e1.t; accor1./g to the.r status a/1 1ata. $elect a status ./ the $tatus Allo+./g E1.ts f.el1: $ubm.tte1 - 6or-ers ca/ e1.t subm.tte1; /e+; +or-./g; a/1 reHecte1 t.mecar1s. Appro2als /.t.ate1 - 6or-ers ca/ e1.t; 1elete; a/1 resubm.t /e+; +or-./g; reHecte1; a/1 subm.tte1 t.mecar1s; plus those for +h.ch a/ appro2al process has bee/ ./.t.ate1. $ote3 6or-ers ca/ e1.t t.mecar1s ./ th.s status o/ly .f the rec.p.e/t appl.cat.o/ has /ot retr.e2e1 them. Retro - 6or-ers ca/ e1.t all !e+; 6or-./g; reHecte1 8ay f.el1s are bla/-; mea/./g there .s /o t.me l.m.ts o/ e/ter./g a/1 e1.t./g t.mecar1s. !e+J6or-./gJReHecte1 - 6or-ers ca/ o/ly e1.t u/subm.tte1 t.mecar1s; or t.mecar1s ./ a +or-./g or reHecte1 status. Retro 8ay f.el1s are bla/-; mea/./g there .s /o t.me l.m.ts o/ e/ter./g a/1 e1.t./g t.mecar1s. t.mecar1s; ./clu1./g subm.tte1; appro2e1 a/1 processe1 t.mecar1s. A1Hustme/ts ma1e at th.s po./t +oul1 create a Retro T.me A1Hustme/t. / the 'ast !umber of 8ays f.el1; e/ter the age of the ol1est t.mecar1 a +or-er ca/ e1.t. T.mecar1s for the per.o1 ./ +h.ch th.s 1ay falls +.ll be e1.table. / the :uture !umber of 8ays f.el1; e/ter ho+ ma/y 1ays ./ a12a/ce a +or-er ca/ e/ter a t.mecar1. :or e5ample; .f you e/ter 28; a +or-er ca/ e/ter t.mecar1s for all per.o1s up to a/1 ./clu1./g the per.o1 that ./clu1es the 28th 1ay. $ote3 A t.mecar1 .s e1.table o/ly .f .t has a status that allo+s e1.ts a/1 .f the t.mecar1 per.o1 falls +.th./ the 1ate l.m.ts set by th.s prefere/ce. / the :uture T.me 'er.o1 ).m.t f.el1; choose the t.me per.o1 as Act.2e Ass.g/me/t to ge/erate t.mecar1 per.o1s up to the actual term./at.o/ 1ate; other+.se; choose Ass.g/me/t up to :./al Term./at.o/ to ge/erate t.mecar1 per.o1s up to the f./al term./at.o/ 1ate. $ote3 Although all t.me per.o1s are a2a.lable o/ a term./ate1 employee9s t.mecar1; they ca//ot subm.t a t.mecar1 after the actual term./at.o/ 1ate. Ti%e Store The t.me store h.erarchy co/ta./s the prefere/ces that relate to the fu/ct.o/al.ty of the t.me store a/1 appl.cat.o/s. Pre'ere"ce ;escriptio" ;e'ault <alue ;e'ault <alue 'or Pro5ects Abse/ces E/able /tegrat.o/ +.th Abse/ces - !o :u/ct.o/al.ty 1eterm./es .f t.me store abse/ce ./tegrat.o/ .s set up for +or-er Allo+ E1.t o/ mporte1 Abse/ce E/tr.es - 1eterm./es .f +or-ers ca/ e1.t abse/ce e/tr.es. Act.o/ for Abse/ces 'e/1./g Appro2al - 1eterm./es .f the +or-er 2.e+s a/ error or a +ar/./g. Retr.e2al Rule for Abse/ces - 1eterm./es the metho1 to use for o/l./e retr.e2al. *ou ca/ choose from #se Retr.e2al Rule "roup 'refere/ce; 6or-./g; $ubm.tte1; Appro2e1. 8.splay Abse/ce $tatus Reg.o/ o/ T.mecar1 - 1eterm./es .f the abse/ce status reg.o/ 1.splays o/ +or-ers9 t.mecar1s. $ote3 The sett./gs you choose here 1eterm./e .f the $ho+ Abse/ces $cree/ %pt.o/ ./ T.me-eeper 1.splays as sho+//h.11e/. Act.o/ for %2erlap a/1 'T% 7al.1at.o/s - 1eterm./es .f the appl.cat.o/ 1.splays a/ error; +ar/./g or .g/ores o2erlaps a/1 2al.1at.o/ ./co/s.ste/c.es. Act.o/ for Abse/ces 'e/1./g Co/f.rmat.o/ - 1eterm./es .f the appl.cat.o/ 1.splays a/1 error or a +ar/./g to +or-ers. E5clu1e Abse/ces from T.mecar1 Totals O 1eterm./es .f the t.mecar1 total ./ the t.me e/try; re2.e+; co/f.rmat.o/ a/1 /ot.f.cat.o/ pages 1.splays totals for both hour a/1 1ay base1 abse/ces. !o Error Appl.cat.o/ $et =T.me $tore Appl.cat.o/ $et> $ote3 To e/sure proper set up; your appl.cat.o/ set 2alues must match those 1ef./e1 for your retr.e2al rules. 8eterm./es +h.ch appl.cat.o/s retr.e2e +or-ers9 t.mecar1 - you must 1ef./e at least o/e appl.cat.o/ set: ?uma/ Resources - %racle ?uma/ ResourcesP 'ayroll - %racle 'ayrollP 'roHects - %racle 'roHectsP ?R/'roHects - ?uma/ Resources a/1 'roHectsP ?R/'ayroll - 'roHects a/1 'ayrollP ?R/'ayroll/'roHects - ?uma/ Resources; 'ayroll a/1 'roHects. ?uma/ Resources 'roHects Appro2al 'er.o1s =T.me $tore Appro2al 8eterm./es the appro2al t.me per.o1s for each appl.cat.o/. 6ee-ly 'er.o1s - $tarts $u/1ay 6ee-ly 'er.o1s - $tarts $u/1ay 'er.o1s> Appro2al $tyle =T.me $tore Appro2al $tyle> 8eterm./es the appro2al rules a/1 metho1 for each appl.cat.o/. To e/able o2err.1e appro2er fu/ct.o/al.ty; you must e/sure that the E/ter %2err.1e Appro2er prefere/ce .s set to *es. Th.s ca/ 1.splay the %2err.1e Appro2er f.el1 o/ the proHects; payroll; e5cept.o/; a/1 comb./at.o/ layouts; +here a +or-er ca/ select a/yo/e ./ the bus./ess group. Auto Appro2e =/o 2alue for %2err.1e Appro2al $tyle segme/t> Auto Appro2e 'roHect %2err.1e Appro2er =for %2err.1e Appro2al $tyle segme/t> Au1.t./g ReAu.reme/ts =T.me $tore Au1.t ReAu.reme/ts> 8eterm./es +hether e/tr.es +.ll be au1.te1 us./g Cha/ge a/1 )ate Au1.t. f Cha/ge a/1 )ate Au1.t .s selecte1; the/ you must e/ter your Cha/ge a/1 )ate Au1.t rules. L!o/eM L!o/eM E/try )e2el 'rocess./g Rule "roups $ote3 To e/sure proper set up; your e/try le2el process./g rule groups shoul1 be 1ef./e1 to ./clu1e the 2alues 1ef./e1 ./ your appl.cat.o/ set; a/1 your retr.e2al rules. 8ef./e1 the e/try le2el process./g t.me e/try rules use1 to 2al.1ate the +or-ers t.mecar1s. L!o/eM L!o/eM Retr.e2al 8ashboar1 :u/ct.o/al.ty T.me $tore Retr.e2al 8ashboar1 $etup for 6or-er - 1eterm./es .f the appl.cat.o/ selects the s/apshot 1ur./g t.mecar1 subm.ss.o/ process or at a later stage.
Retr.e2al Rule "roups =T.me $tore Retr.e2al Rule "roups> $ote3 To e/sure proper set up; you retr.e2al rules must match those 1ef./e1 for your appl.cat.o/ set. 8eterm./es the retr.e2al rules for each rec.p.e/t appl.cat.o/9s retr.e2al process. The retr.e2al rules 1ef./e the appro2al status 1ata must ach.e2e before .t ca/ be retr.e2e1. *ou must 1ef./e a Retr.e2al Rule "roup. 'roHects Retr.e2al Rule "roup 'ayroll Retr.e2al Rule "roup ?uma/ Resources Retr.e2al Rule "roup 'roHects a/1 'ayroll Retr.e2al Rule "roup ?uma/ Resources a/1 'roHects Retr.e2al Rule "roup ?uma/ Resources a/1 'ayroll Retr.e2al Rule "roup ?R; 'ayroll; a/1 'roHects Retr.e2al Rule "roup ?uma/ Resources Retr.e2al Rule "roup ?R; 'ayroll a/1 'roHects Retr.e2al Rule "roup !ote: E/sure that a +or-er9s retr.e2al rule group 1oes /ot co/ta./ rules for appl.cat.o/s that are /o ./ the appl.cat.o/ set. T.mecar1 ReAu.re1 =T.me $tore T.me ReAu.re1 for 6or-er> ).sts a/y appl.cat.o/s that 1o /ot reAu.re a t.mecar1. L!o appl.cat.o/sM L!o appl.cat.o/sM T.me E/try Rule "roups =T.me $tore T.me E/try Rules> 8ef./es the t.me e/try rules to be use1 to 2al.1ate the +or-er9s t.mecar1s. L!o/eM L!o/eM T.me $tore 8ays to ?ours Co/2ers.o/ Co/2erts 1ay t.mecar1 e/tr.es to hours for 'roHects Appl.cat.o/s. L!o/eM L!o appl.cat.o/sM 7al.1ate o/ $a2e =T.me $tore 7al.1ate o/ $a2e> 8eterm./es +hether the %T) appl.cat.o/ ru/s the Rec.p.e/t #p1ate a/1 Rec.p.e/t 7al.1ate 'rocesses +he/ the user chooses the $a2e for )ater opt.o/. f you set th.s prefere/ce to *es; the/ the %T) appl.cat.o/ ru/s the Rec.p.e/t #p1ate a/1 Rec.p.e/t 7al.1ate 'rocesses. f you set th.s prefere/ce to !o; the/ the %T) appl.cat.o/ 1oes /ot ru/ the Rec.p.e/t #p1ate a/1 Rec.p.e/t 7al.1ate 'rocesses. :or %racle 'roHects; ho+e2er; the appl.cat.o/ ru/s the Rec.p.e/t #p1ate a/1 Rec.p.e/t 7al.1ate 'rocesses .rrespect.2e of th.s prefere/ce. *ou ca/ reta./ the ro+s +.th bla/- hours ./ a t.mecar1 after sa2./g the t.mecar1; by sett./g the segme/t Restr.ct t.mecar1 ro+=s> +.thout a/y hours to !o o/ the t.mecar1.
Ti%e*eeper The T.me-eeper /o1e co/ta./s the pre1ef./e1 prefere/ces for the T.me-eeper feature. Pre'ere"ce $a%e i" Tree 9Pre'ere"ce $a%e: ;escriptio" <alue i" ;e'ault Pre'ere"ces (ierarchy ;e'ault <alue 'or Pro5ects T.me-eeper E/try - 8.splay %pt.o/s =T.me-eeper &.sc $etup tems> 8eterm./es the .tems to 1.splay o/ the t.me-eeper page. *ou ca/ choose to 1.splay; //%ut t.me e/tr.es; 'erso/ !ame; 'erso/ !umber; Attr.bute tem !ame for 1eta.l /format.o/; a/1 8escr.pt.2e :le5f.el1s to 1.splay. !o; *es; !o; L/o/eM; a/1 L/o/eM; respect.2ely !o; *es; !o; L/o/eM; a/1 L/o/eM respect.2ely T.me-eeper T.mecar1 )ayout 8eterm./es +h.ch colum/s to 1.splay o/ the T.me-eeper T.mecar1 )ayout. L!o/eM L!o/eM =T.me-eeper )ayout Attr.butes> dditio"al Features ,ith Pre'ere"ces The follo+./g features ha2e prefere/ces. *ou ca//ot cha/ge or 1elete these 2alues; ho+e2er; you ca/ create /e+ prefere/ce 2alues for these features. &ha".e a"d Late udit The Cha/ge a/1 )ate Au1.t /o1e co/ta./s the pre1ef./e1 prefere/ces for Cha/ge a/1 )ate Au1.t fu/ct.o/al.ty. *ou ca//ot cha/ge or 1elete these 2alues; ho+e2er; you ca/ create /e+ prefere/ce 2alues. Pre'ere"ce $a%e i" Tree 9Pre'ere"ce $a%e: ;escriptio" <alue i" ;e'ault Pre'ere"ces (ierarchy ;e'ault <alue 'or Pro5ects C)A - 8elete T.mecar1s =T.mecar1 8elete Allo+e1> 8eterm./es +hether +or-ers ca/ 1elete the.r t.mecar1s. Th.s 2alue must be set at !o +he/ us./g cha/ge a/1 late au1.t feature. T.me-eepers ca/ 1elete t.mecar1s .rrespect.2e of th.s prefere/ce. !o !o C)A - )ayout =$elf-$er2.ce T.mecar1; Re2.e+ a/1 Co/f.rmat.o/ )ayout 'ages for a 6or-er> 8eterm./es +h.ch t.mecar1 layouts +or-ers use for 1ata e/try; re2.e+; co/f.rmat.o/; 1eta.l page; e5port a/1 au1.t. f you lea2e the e5port segme/t bla/-; the T.mecar1 e/try layout .s use1 for e5port. 'roHects layout .s 1efaulte1 for all 2alues e5cept E5port. E5port .s L!o/eM 'roHects layout .s 1efaulte1 for all 2alues e5cept E5port. E5port .s L!o/eM C)A - 'rocess :lo+ =$elf $er2.ce :lo+> 8eterm./es +h.ch process flo+ .s to be use1 1ur./g t.me e/try Au1.t Au1.t C)A - Rule "roup =T.me $tore Au1.t ReAu.reme/ts> 8ef./es the t.me e/try rules to be use1 to 2al.1ate +or-ers t.mecar1s L!o/eM L!o/eM