Professional Documents
Culture Documents
Time 1
Time 1
Agenda
Oracle Time & Labor Includes:-
1. Introduction
2. Element Description
3. Time Structure
4. Time Management Policies
5. Time Period
6. Preferences
7. The Timekeeper
8. Time Validation
9. Self Service
10. Reports
2
Business Learning Center Satyam Confidential
Business Learning Center Satyam Confidential
Introduction
Oracle Time & Labor meets time entry requirements for employee and
contractors for the entire e-business suite. Workers enter their own time,
which can be subject to an approval process according to specific business
rules. The time entry is then made available for retrieval by any of the
applications that require this data. So there is a single point of entry for use of
multiple applications.
5
Business Learning Center Satyam Confidential
RESPONSIBILITIES TO BE ADDED FOR OTL
7
Business Learning Center Satyam Confidential
Roster Policy and Set Up
8
Business Learning Center Satyam Confidential
Element Description for OTL
Elements are essential compensation and benefit components that
represent earning types, benefits such as pension plans, absences,
expense reimbursements, and even tangible items given to a person, such
as a computer.
To use elements for time and labor data entry, you must update the
elements you define in Oracle Human Resources or Oracle Payroll with
some additional information(Element Time Information)
You can create number of elements like OVERTIME, REGULAR HOURS with
mandatory INPUT VALUE as Hours.
Element should be nonrecurring Element with Multiple Entries Allowed.
Holiday calendar
Shifts
Weekly Roster (Work Plan)
Shift pattern (Rotation Plan)
Earning Group
15
Business Learning Center Satyam Confidential
Holiday Calendar
This records the paid and unpaid holidays for an employee group.
This is attached to an employee group using an Earning Policy.
Note: Only those Payroll elements that have been categorized as Absence
Earning would be available at the Earning Type LOV.
16
Business Learning Center Satyam Confidential
Holiday Calendar
NAVIGATION
OTL Application Developer Responsibility
OTL Time Accounting
Table Setup and Maintenance Holiday Calendar
17
Business Learning Center Satyam Confidential
Shifts
This defines the Shifts prevalent across the Organization.
The system provides us with an option of entering either duration of
Shift or the start & stop timings of the shift.
Note: Early Start & Late Stop are options for broadening the scope of Start &
Stop timings respectively.
18
Business Learning Center Satyam Confidential
Defining Shifts
NAVIGATION
OTL Application Developer Responsibility
OTL Time Accounting Table Setup and Maintenance
Shift
19
Business Learning Center Satyam Confidential
Work Plan
This is the Weekly Plan for a particular employee.
The shifts have to be defined before they are selected in this form.
Note:
Day Premium is the premium paid for working in an difficult or off
shift.
Shift Diff Override defines the premium paid for working extra hours
other than the regular shift
20
Business Learning Center Satyam Confidential
Work Plan
NAVIGATION
OTL Application Developer Responsibility
OTL Time Accounting
Table Setup and Maintenance Work Plan
21
Business Learning Center Satyam Confidential
Rotation Plan
This is the pattern in which the employee groups move from one work
plan to another after every week.
The Rotation plan is attached to an employee assignment through
Assignment Time Information.
Note:
Even when the employee has only one Work Plan associated;
One has to attach a Rotation plan to his Assignment.
22
Business Learning Center Satyam Confidential
Rotation Plan
NAVIGATION
OTL Application Developer Responsibility
OTL Time Accounting
Table Setup and Maintenance Rotation Plan
23
Business Learning Center Satyam Confidential
Earning Group
This provides a provision to group earning elements for reporting
purpose.
This is also used in accumulating hours for further calculation.
Note:
Before this Element Time Information should be appropriately updated.
24
Business Learning Center Satyam Confidential
Earning Group
NAVIGATION
OTL Application Developer Responsibility
OTL Time Accounting
Table Setup and Maintenance Earning Group
25
Business Learning Center Satyam Confidential
26
Business Learning Center Satyam Confidential
Time and Labor Policies
4. Earning Policy
27
Business Learning Center Satyam Confidential
Hour Deduction Policy
Go for this policy when company automatically deducts time for a meal
and breaks
Defining an hour deduction policy is optional within Oracle Time & Labor
Assign an hour deduction policy to an employee, directly.
28
Business Learning Center Satyam Confidential
Hour Deduction Policy
NAVIGATION
OTL Application Developer Responsibility
OTL Time Accounting Policies
Hour Deduction
29
Business Learning Center Satyam Confidential
Premium Eligibility Policy
This Policy groups together premiums associated to a Base Hour Type.
More than one Base Hour Type could be associated to appropriate
premiums by selecting them one by one and associating them to the
premiums.
Note:
In the Base Hours Type select from the elements that have been
categorized in Element Time Information.
In the Authorized Premium select from the elements that have been
categorized Premiums.
If an Employee Assignment is not linked with the corresponding element
for the premium he/she is eligible; the corresponding premium would not
be processed.
30
Business Learning Center Satyam Confidential
Premium Eligibility Policy
NAVIGATION
OTL Application Developer Responsibility
OTL Time Accounting Policies
Premium Eligibility
31
Business Learning Center Satyam Confidential
Shift Differential Policy
This policy defines premiums for those shifts that require a special rate of
pay.
Employees who are eligible and who work during the shift automatically
receive the shift differential premium.
32
Business Learning Center Satyam Confidential
Shift Differential Policy
NAVIGATION
OTL Application Developer Responsibility
OTL Time Accounting Policies
Shift Differential
33
Business Learning Center Satyam Confidential
Earning Policy
Each earning policy is a grouping of rules and a holiday calendar that is
assigned to each person.
The earning policy identifies the daily/weekly base and overtime rules,
the holiday calendar, and the premium policies to use in calculating pay.
34
Business Learning Center Satyam Confidential
Earning Policy
Various types of earning policy are
Daily Overtime if you only need to define rules based on a day.
Weekly Overtime if you only need to define rules based on a week
Special Overtime if you are defining rules that are based on a
combination of a day, and/or week, and/or a consecutive days basis
35
Business Learning Center Satyam Confidential
Earning Policy
NAVIGATION
OTL Application Developer Responsibility
OTL Time Accounting Policies
Earning
36
Business Learning Center Satyam Confidential
37
Business Learning Center Satyam Confidential
Time Period
Note : We can have different set of Approval Periods/Time Card Entry for
different group of employees as per requirement
38
Business Learning Center Satyam Confidential
Recurring Time Period
You can define recurring time periods to determine the frequency of
timecard entry and approval.
In the Recurring Time Period window, you can select any of the predefined
payroll period types (such as Weekly, bi-weekly, monthly) or you can
create your own period by using the Duration in Days (such as 3 days, 7
days, 12 days).
You can define as many recurring time periods as you require.
39
Business Learning Center Satyam Confidential
Recurring Time Period
NAVIGATION
OTL Application Developer
Responsibility
Recurring Periods
40
Business Learning Center Satyam Confidential
Assignment Time Information
Using the Assignment Time Information window, you can assign an
employee to time management structures and policies.
Using this window you can determine if a worker can have timecard auto
generated as well as assigning an earning policy, shift differential policy
and hour deduction policy
41
Business Learning Center Satyam Confidential
Assignment Time Information
NAVIGATION
OTL Application Developer Responsibility
OTL Time Accounting Assignment Time
Information
42
Business Learning Center Satyam Confidential
Alternate Names
Using alternate names you can configure lists of values on a timecard
layout. You then associate alternate names with a person or a group of
people using preferences. There are two ways to configure lists of values on
a timecard:
You can rename the values displayed in a list of values. For example, you
may wish to change the element name Regular_Earnings_PKW to display
on the timecard as Regular Pay.
You can limit the display of values in a list of values for a specific field on a
specific timecard. This makes it easier for users to complete their timecards
accurately since they only see the locations, projects, tasks, elements, and
expenditure types that are relevant to their work.
For any predefined layout we need to define alternate names and select
values for the Timecard Alternate name Preference.
43
Business Learning Center Satyam Confidential
Alternate Names
NAVIGATION
OTL Application Developer Responsibility
Alternate Names
44
Business Learning Center Satyam Confidential
Preferences
Oracle Time & Labor includes default preferences with predefined values.
These cannot be changes or deleted.
To view the default preferences in the Preference window, you can
expand the default preferences hierarchy by clicking on the plus sign.
If you wish for all employees at all location in all organizations to have the
same rules you can use the default preferences, or create one new
hierarchy containing the preferences for which you want to specify a
different value.
After creating the preference hierarchies you require, you can assign
them to people by creating eligibility rules. You can link to locations,
organization, all people, and individual people. You can link to other
assignment criteria too, if you use Oracle Human Resources.
45
Business Learning Center Satyam Confidential
Preferences
Set of rules that describes how individual workers or groups of workers can
use the application.
One can create as many as preferences hierarchy as one require.
Default Preferences can be divided into three sub category
Self Service
Time Store
Timekeeper
46
Business Learning Center Satyam Confidential
Preferences
NAVIGATION
OTL Application Developer Responsibility
Preference
Default
preferences
User Created
preferences
47
Business Learning Center Satyam Confidential
Steps to Create Custom Preference
Step1:OTL Application Developer-> Preferences->Right Click->New
48
Business Learning Center Satyam Confidential
Steps to Create Custom Preference
Step2: Give name in Tree and save
49
Business Learning Center Satyam Confidential
Steps to Create Custom Preference
Step3: Now click the default preferences you will see:
Self Service
Time Keeper
Time Store
Click Self Service copy the Name in Tree: Self Service
Right Click TEST PREFERENCES-> New->Paste Self Service in Name in
Tree and save.
Do same for Time Keeper and Time Store.
50
Business Learning Center Satyam Confidential
Steps to Create Custom Preference
51
Business Learning Center Satyam Confidential
Steps to Create Custom Preference
52
Business Learning Center Satyam Confidential
Steps to Create Custom Preference
53
Business Learning Center Satyam Confidential
Steps to Create Custom Preference
Step 4: Now you can copy all the other options under Self service, Time Keeper, Time Store (as shown in screen shot)
and save.
Note: You can copy one at a time.
54
Business Learning Center Satyam Confidential
Steps to Create Custom Preference
Step 5: Setting of Preferences:-
Go to Default Preferences->Self Service->Append Template in Time Card (Copy This)
55
Business Learning Center Satyam Confidential
Steps to Create Custom Preference
Step 6:Test Preferences->Self Service->Append Template in Time Card->Preferences (Paste) and set the
Preference Value (No) and save
56
Business Learning Center Satyam Confidential
Steps to Create Custom Preference
Similarly you can do for other options.
TEST PREFERENCES->Self Service-> Worker-> Business Messages:
57
Business Learning Center Satyam Confidential
Steps to Create Custom Preference
TEST PREFERENCES->Self Service-> Worker-> OTL Rules Evaluation:
58
Business Learning Center Satyam Confidential
Steps to Create Custom Preference
TEST PREFERENCES->Self Service-> Worker-> Time Card Layout:
59
Business Learning Center Satyam Confidential
Steps to Create Custom Preference
TEST PREFERENCES->Self Service-> Worker-> Timecard Period:
60
Business Learning Center Satyam Confidential
Steps to Create Custom Preference
TEST PREFERENCES->Self Service-> Worker-> Timecard Status Allowing Edits
61
Business Learning Center Satyam Confidential
Steps to Create Custom Preference
Time Store:
TEST PREFERENCES->Time Store -> Application Set ->
62
Business Learning Center Satyam Confidential
Steps to Create Custom Preference
TEST PREFERENCES->Time Store -> Retrieval Rule Groups ->
63
Business Learning Center Satyam Confidential
Steps to Create Custom Preference
TEST PREFERENCES->Time Store -> Validate on Save ->
64
Business Learning Center Satyam Confidential
Steps to Create Custom Preference
Time Keeper:
TEST PREFERENCES->Time Keeper ->Change and Late Audit-> Timekeeper Change and Late Audit
Items
65
Business Learning Center Satyam Confidential
Steps to Create Custom Preference
TEST PREFERENCES->Time Keeper -> Timekeeper Entry - Display Options
66
Business Learning Center Satyam Confidential
Steps to Create Custom Preference
TEST PREFERENCES->Time Keeper -> Timekeeper Timecard Layout
67
Business Learning Center Satyam Confidential
Eligibility Rules(Preferences)
People can be eligible for more than one hierarchy, so precedence must
be defined for each eligibility rule.
Eligibility rules can be linked by locations, organizations, all people, and
individual people.
68
Business Learning Center Satyam Confidential
Defining Eligibility Rules
NAVIGATION
OTL Application Developer Responsibility
PreferenceEligibility Criteria TAB
69
Business Learning Center Satyam Confidential
Viewing People Preference
To view preferences attached with employees.
This is a view only tab and no changes can be made at this level.
70
Business Learning Center Satyam Confidential
Viewing People Preference
NAVIGATION
OTL Application Developer Responsibility
PreferencePeople TAB
71
Business Learning Center Satyam Confidential
72
Business Learning Center Satyam Confidential
Timekeeper
A Timekeeper is a person who enters time for other employees.
Timekeeper can
Define Timekeeper Groups
Find timecards based on given criteria
Enter time for others
Correct errors
Perform Mass Edits for his entire group or groups
73
Business Learning Center Satyam Confidential
Timekeeper
Enter timecard for group of employees based on some other system
Review and make changes to timecards imported from other collecting
devices.
* Time Keeper may not necessarily be the Approver for a Timecard.
74
Business Learning Center Satyam Confidential
Timekeeper Group
The group of employees the Time Keeper is responsible for entering or
updating the Time Card Data.
The Time keeper group should include employees with the same timecard
period.
A Particular time keeper can have more than one group associated with
them
75
Business Learning Center Satyam Confidential
Timekeeper Group
Configurable matrix
layout
82
Business Learning Center Satyam Confidential
Timekeeper Entry Window
83
Business Learning Center Satyam Confidential
84
Business Learning Center Satyam Confidential
Time Entry Validation
Each rule is linked to a Fast Formula or a Mapping; to validate conditions
for Time Entry for a specific status. These rules need to be grouped into
Time Entry rule Groups where notifications can be defined to be sent
for each rule. This group is then assigned to employees using preferences
85
Business Learning Center Satyam Confidential
Time Entry Rule
NAVIGATION
OTL Application Developer Responsibility
Time Entry Rules
Define Time Entry Rules
86
Business Learning Center Satyam Confidential
Time Entry Rules & Validation
87
Business Learning Center Satyam Confidential
Time Card Template
Templates are used for helping the timekeeper enter the attendance
details in an easier & systematic way.
Each Template is associated with a Time Card.
Templates are of two different kinds
Dynamic Templates ( From a Table Structure or Last entered )
Private Templates ( Personalized Template )
88
Business Learning Center Satyam Confidential
Deposit and Retrieval Rule
EAM
Time Store
HR
OTL
Application
Projects
Payroll
Deposit Process Retrieval Process
89
Business Learning Center Satyam Confidential
Self Service
Workers use a self-service web page in the format of a timecard. You can
create different timecard layouts for each group of workers so that they
only see the fields that are relevant to them.
You can rearrange the fields on the layouts, edit the list of values, and
rewrite the instruction text to make is easy for your workers to fill out
their timecard quickly and accurately.
Workers on the move can enter their time and labor data in a spreadsheet
and upload it later to the application.
Workers can also use other entry devices such as time clocks, telephones,
or legacy entry systems. You can easily enter this data into Oracle Time &
Labor using the robust timecard API.
In Time and Labor Release 12, when the Self Service Preference
to Allow Rules Evaluation preference is set to Yes, the application will not
allow mixed time format entries. With RUP2, Time and Labor introduces
an enhancement that allows users to enter mixed format entries for certain
time elements, based on specific conditions. For example: Users can
enter "Regular" as Start time and End time format (09:00 - 12:00) and
"Lunch" as Number of hours (2 hrs) in the same time card.
You can now use OTL with multi-threading in the Archive Data
Set Process enabled. Based on internal logic calculations, the
Archive Data Set process decides the number of worker
processes.
Release 12.1.1
Changes in Core HR and OTL to Support Services Procurement: Currently in OTL, a contingent worker (CWK)
can report time against only one purchase order number, which is associated to the workers assignment.
The CWKs assignment is defined in the Core HR, wherein supplier name, purchase order number, and
purchase order line is associated. These details are retrieved in OTL, to enable the contingent worker to
report time for the above-mentioned combination. With this enhancement, a contingent worker can report
time for multiple purchase orders. Additionally, the contingent worker is able to report time against any valid
project w
A new user Interface is provided wherein users can associate multiple purchase orders to a contingent
worker. You can navigate to this new user interface from the Supplier tab of the Assignment page of Core HR.
The existing functionality of associating purchase order, purchase order lines, and supplier remains as it is.
This enhancement enables OTL Time Sheet to retrieve multiple purchase orders in the Purchase Order list of
values. Now this LOV populates all associated purchase orders of the CWK worker and enables the worker to
report time against multiple purchase orders.
hether or not the project is associated to a purchase order.
Oracle Time and Labor
New Recent Timecard, wherein existing Recent Timecards and Timecard Search screen are merged
together as one. Additionally provide an ability to delete multiple timecards an a single action.
New Projects/ Projects Payroll layouts with Project number and name concatenated together. The
same has been done for task details
Ability to set Default Timecard Period for an user
Ability to set Default Approval Action for a Supervisor/Approver
Ability to set Future Time Period Limit for an user
New status column to display transfer status of a timecard to recipient applications
The new changes on various predefined timecard layouts improve the productivity of OTL self-service users.
Oracle Time and Labor
Disabled Text Field Enhancement: Currently, you can design the timecard layout by configuring the Timecard
Entry Layout ldt file to add text fields onto timecard layout, with the default nature of these added fields as
editable. This enhancement enables you to define whether a field on timecard layout should be editable or
not. The setup that you define for these text fields in the Timecard Entry Layout ldt file determines whether
the fields are either enabled or disabled on the self-service Timecard Entry Layout page.
This enhancement provides a way to assign both temporary (session), and post submission preferences
based on an OTL responsibility, and be persistent after the submission process. This allows for added
flexibility in assigning preferences and enabling OTL functionality.
Oracle Time and Labor
Release 12.1.2
With the integration of Oracle HR and Oracle SSHR Absence modules with Oracle Time and Labor, absences
created in Oracle HR and Oracle SSHR gets automatically populated in the Oracle Time and Labor timecard.
Absence entries that are created or edited in the time card along with other time entries can be viewed in
Oracle HR Absence module. This enhancement introduces checks and validations in the time card and
absence modules to ensure that data consistency is maintained.
Oracle Time and Labor
Release 12.1.3
With this release, time administrators will have exhaustive and real-time insight on the timecard retrieval
process for Oracle payroll and Oracle projects applications using the new Time Card Retrieval Dashboard.
This dashboard assists time administrators in effectively monitoring the retrieval process progress, viewing
pre and post retrieval information, and helps in taking prompt corrective actions for any errors. This feature
also assists time administrators to visualize and analyze timecard retrieval information based on criteria such
as HR Supervisor, Project Manager and time card attributes.
Oracle Time and Labor
With this release, a new concurrent program is provided to rollback the payroll retrievals. This process is
equipped to rollback all payroll entries transferred from OTL to BEE either in full or for a time card. This
includes timecards transferred directly to Batch Element Entry (BEE) and timecards transferred through the
Rules Evaluation Engine (OTLR) to BEE.
From this release, Retrieval Dashboard is HR security enabled. The Retrieval Dashboard now retrieves
employee records based on the HR security profile attached to the responsibility or user. With this release,
you can use a new Retrieval Dashboard feature that provides two new predefined responsibilities Time
Manager and Time Administrator.
The Time Manager responsibility will not have access to the Initiate Retrieval tab.
Oracle Time and Labor
Release 12.2.0
Attachments in Timecards
There are many business scenarios wherein supporting documents are required to substantiate the time
entry. From this release, users can add attachments to their time cards. Users can attach a file or free form
text or an URL. A system profile OTL: Enable Timecard Attachments has to be set to enable timecard
attachments.