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i c e ns HCM Cloud: Time &
iK
Jhans Labor

Activity Guide
D96305GC50
Edition 5.0 | January 2018 | D102263

Learn more from Oracle University at education.oracle.com


Author Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Juthika Das Disclaimer

This document contains proprietary information and is protected by copyright and other
Technical Contributors intellectual property laws. You may copy and print this document solely for your own use in an
Oracle training course. The document may not be modified or altered in any way. Except where
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Table of Contents
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Practices for Lesson 1: Course Overview ..................................................................................... 7


Practice for Lesson 1: Overview ..................................................................................................... 8
Practice 1-1: Student Numbers and Sign-Ins ................................................................................. 9
Practices for Lesson 2: Workforce Management and Time and Labor Overview ..................... 11
Practices for Lesson 2 .................................................................................................................... 12
Practices for Lesson 3: Time and Labor Scheduling.................................................................... 13
Practices for Lesson 3 .................................................................................................................... 14
bl e
Practices for Lesson 4: Time and Labor Integrations .................................................................. 15
fe r a
t r a ns
Practices for Lesson 4 .................................................................................................................... 16

n on-
Practices for Lesson 5: Global Payroll and Custom Time Attributes ......................................... 17

s a
Practices for Lesson 5: Overview ................................................................................................... 18

) h uidea ฺ
Practice 5-1: Creating a Custom Time Attribute ............................................................................. 19

c o tGm
m ฺ
Practices for Lesson 6: Time Card Fields ......................................................................................
n
21

i n ฺib tude
Practices for Lesson 6: Overview ................................................................................................... 22
Practice 6-1: Creating the Assignment
a @and hMeal i s S Single-Attribute Time Card Fields ..........23
Taken
l
pathe Hours t (T&L) Time Card Field .........................................26
Instructor Practice 6-2: Editing
o p s e Type
uLayout Sets.............................................................................31
Practices for Lesson
a ( j7:kManaging
t o
Practices fora
p l 7:nOverview
Lesson se ...................................................................................................32
p e
lic the Absence and Payroll Layout Set ......................................................33
o 7-1: Configuring
s i K
Practice

JhanPractices for Lesson 8: HCM Groups .............................................................................................37


Practices for Lesson 8: Overview ................................................................................................... 38
Practice 8-1: Creating the Include as Direct Member Group .......................................................... 39
Practice 8-2: Creating the Full-Time Regular and Grade for Supervisor Group ............................. 41
Practices for Lesson 9: Worker Time Entry Setup Profiles ......................................................... 43
Practices for Lesson 9: Overview ................................................................................................... 44
Practice 9-1: Creating the Weekly Payroll Worker Time Entry Setup Profile ................................. 45
Practice 9-2: Troubleshooting the Weekly Payroll Worker Time Entry Profile Assignment ........... 47
Practices for Lesson 10: Repeating Time Periods, Time Categories, and Time Consumers
Sets .................................................................................................................................................... 49
Practices for Lesson 10: Overview ................................................................................................. 50
Practice 10-1: Creating Repeating Time Periods ........................................................................... 51
Practice 10-2: Creating Time Categories ........................................................................................ 53
Practice 10-3: Creating the Payroll Time Consumer Set ................................................................ 56

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Oracle HCM Cloud: Time & Labor – Table of Contents iii


Practices for Lesson 11: Time Allocations, Rules, and Rule Sets .............................................. 57
Practices for Lesson 11: Overview ................................................................................................. 58
Practice 11-1: Creating Weekly Payroll Minimum Time Entry Rule................................................ 59
Practice 11-2: Creating a Weekly Payroll Time Entry Rule Set ...................................................... 61
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Practices for Lesson 12: Rule Templates ...................................................................................... 63


Practices for Lesson 12: Overview ................................................................................................. 64
Practice 12-1: Creating a Daily Overtime Calculation Rule Template ............................................ 65
Practice 12-2: Creating a Daily Overtime Calculation Rule ............................................................ 68
Practice 12-3: Creating a Weekly Overtime Calculation Rule ........................................................ 69
Practice 12-4: Creating an Overtime Calculation Rule Set ............................................................. 71
Practices for Lesson 13: Worker Time Processing Setup Profiles ............................................. 73
bl e
Practices for Lesson 13: Overview ................................................................................................. 74
fe r a
Practice 13-1: Creating the Weekly Payroll Worker Time Processing Profile ................................ 75
an s
Practice 13-2: Troubleshooting the Weekly Payroll Worker Time Processing Profile Assignment 77
n - t r
Practices for Lesson 14: Payroll Time Entry, Error and Exception Resolution, Approvals,
a no
) h as eฺ
and Transfer ...................................................................................................................................... 79

c o m Guid
Practices for Lesson 14: Overview ................................................................................................. 80

m ฺ ent
Practice 14-1: Entering Time .......................................................................................................... 81
Practice 14-2: Editing and Submitting then i b
ฺ TimetuCard d .........................................................84
i Saved
S
Practice 14-3: Approving PayrolllTime
a a@...........................................................................................
t h is 86
Practice 14-4: Transferring
o p Datastoe Global Payroll ................................................................87
pTime
( k u
j15: Web tClocks
o
l a
Practices for Lesson
a s e Buttons .............................................................................. 89
Practices
o p Lesson
pfor c n Overview .................................................................................................90
e15:
l i
i K 15-1: Creating Web Clock Buttons ...................................................................................91
n sPractice

Jha Practice 15-2: Updating the Payroll Layout Set ..............................................................................93


Practice 15-3: Entering Time with the Web Clock .......................................................................... 96
Practice 15-4: Generating and Viewing the Web Clock Time Card ................................................ 98
Practices for Lesson 16: Time Collection Device Setup .............................................................. 101
Practices for Lesson 16: Overview ................................................................................................. 102
Instructor Practice 16-1: Creating a Time Collection Device Supplier Lookup Code ..................... 103
Instructor Practice 16-2: Creating Supplier Device Event Lookup Codes ...................................... 105
Practice 16-3: Creating Time Device Event Mappings ................................................................... 107
Practice 16-4: Creating a Time Device Event Mapping Set ........................................................... 109
Instructor Practice 16-5: Setting Shift Limits ................................................................................... 110
Practice 16-6: Creating a Time Device Rule ................................................................................... 112
Practice 16-7: Creating a Time Device Rule Set ............................................................................ 114
Practice 16-8: Creating a Time Submission Rule and Rule Set ..................................................... 115
Practices for Lesson 17: Processing Time Collection Device Events ........................................ 117
Practices for Lesson 17: Overview ................................................................................................. 118
Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

iv Oracle HCM Cloud: Time & Labor – Table of Contents


Practice 17-1: Configuring Export Data .......................................................................................... 119
Practice 17-2: Creating a Time Device Processing Profile ............................................................. 120
Practice 17-3: Running the Export Time Device Data Configuration Process ............................... 122
Practices for Lesson 18: Mass Time Generation and Approval .................................................. 123
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Practices for Lesson 18: Overview ................................................................................................. 124


Practice 18-1: Generating Time Events .......................................................................................... 125
Practice 18-2: Generating a Time Card with Time Device Events ................................................. 129
Practices for Lesson 19: Resolving Time Entry Exceptions ........................................................ 131
Practices for Lesson 19: Overview ................................................................................................. 132
Practice 19-1: Resolving Time Entry Exceptions ............................................................................ 133
Practice 19-2: Finalizing the Time Card .......................................................................................... 136
bl e
r a
Practice 20-3: Approving the Time Card ......................................................................................... 139
fe
Practices for Lesson 20: Combined Project Costing and Payroll Time Entry Configuration .. 141
t r a ns
n o n-
Practices for Lesson 20 .................................................................................................................. 142
Practices for Lesson 21: Oracle Transactional Business IntelligenceaAudit Reporting ........... 143

) has ideฺ
Practices for Lesson 21 .................................................................................................................. 144

c o tGm u

Appendix A: Instructor Demonstrations ........................................................................................
n
145

ฺ i bm tude
Appendix A: Demonstrations Overview ..........................................................................................
n
146
Instructor Demonstration L2-1: Exploring i
@ Oracle S Help .......................................................147
Fusion
l a h i s
Instructor Demonstration L2-2:
o p paUsingsCalendar e t Time Entry Features ...........................................150
( jk L2-3:toEntering
Instructor Demonstration u Time Using Time Card....................................................152
a
al ensL2-4:
Instructor Demonstration e Deleting the Time Card .................................................................154
p p
Instructor
i K lic L2-5: Viewing and Deleting Absence Entries .........................................155
o Demonstration
sInstructor Demonstration L2-6: Introducing the Time Management Work Area .............................156
Jhan Instructor Demonstration L3-1: Viewing Published Individual and Team Schedules ..................... 160
Instructor Demonstration L3-2: Reviewing a Scheduler Profile ...................................................... 161
Instructor Demonstration L3-3: Planning Team Schedules ............................................................ 163
Instructor Demonstration L3-4: Viewing Published Schedules ....................................................... 165
Instructor Demonstration L6-1: Duplicating a Single-Attribute Time Card Field ............................. 166
Instructor Demonstration L6-2: Reviewing and Creating a Multiple-Attribute Time Card Field ...... 169
Instructor Demonstration 7-1: Duplicating and Viewing the Delivered Payroll Layout Set ............. 172
Instructor Demonstration L8-1: Creating HCM Groups .................................................................. 175
Instructor Demonstration L9-1: Viewing the Delivered Worker Time Entry Profile ......................... 178
Instructor Demonstration L10-1: Viewing Repeating Time Periods ................................................ 181
Instructor Demonstration L10-2: Creating a Time Category ........................................................... 184
Instructor Demonstration L10-3: Introducing Delivered Time Consumer Sets ............................... 185
Instructor Demonstration L12-1: Creating a Time Calculation Rule Template and Rule................ 187
Instructor Demonstration L13-1: Viewing the Delivered Worker Time Processing Profile ............. 191
Instructor Demonstration L14-1: Approving Payroll Time ............................................................... 193
Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Oracle HCM Cloud: Time & Labor – Table of Contents v


Instructor Demonstration L16-1: Creating Time Device Event Mappings and Mapping Set .......... 194
Instructor Demonstration L16-2: Creating a Time Device Rule ...................................................... 196
Instructor Demonstration L16-3: Creating a Time Submission Rule .............................................. 198
Instructor Demonstration L18-1: Managing, Generating, Editing, and Approving Time Cards ...... 200
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Instructor Demonstration L18-2: Generating Time Events ............................................................. 203


Instructor Demonstration L18-3: Generating Time Entries ............................................................. 205
Instructor Demonstration L19-1: Resolving Exceptions by Worker ................................................ 207
Instructor Demonstration 20-1: Viewing the Combined Projects and Payroll Layout ..................... 208

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vi Oracle HCM Cloud: Time & Labor – Table of Contents


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Practice for Lesson 1: Overview

Overview
This lesson contains the student numbers and sign-ins that you use throughout the practices
that are included in this course.
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8 Practices for Lesson 1: Course Overview


Practice 1-1: Student Numbers and Sign-Ins

Assumptions
Complete all practices for this course using the Chrome web browser.
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Overview
Substitute the following information for the placeholders in the course lesson practices based on
the student number that your instructor assigns to you.
Student Your.Implementor Your.Worker Your.Grade Your.Approver Your.Primary
Number Shift

TL01 HCM_IMPL1 Lindsay.Allen Admin02 Brian.Joseph Day


TL02 HCM_IMPL2 Melissa.Howard Admin02 Brian.Joseph Day
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TL03 HCM_IMPL3 Landy.Madrid Admin02 Brian.Joseph Day

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TL04 HCM_IMPL4 Joseph.Thomas Admin02
no
Brian Joseph
n- Noon
TL05 HCM_IMPL5 Sam.Roundtree
aAdmin03 Frank.Pukta Standard

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Admin02m u
TL06 HCM_IMPL6 Dianne.Zeigler
ฺ c o tJack.Fisher
G Standard

ฺ i b m den Hours
TL07 HCM_IMPL7 in Admin03
Janice.Demarco
@ S tu Elizabeth.Mavery Standard

a la thi s Hours

o p e
p John.Schneider
s
TL08 HCM_IMPL8
( j k o u Admin02 Matt.Wagner Standard

a l a se t Hours
TL09
o pp licen Anthony.Wesley Admin03 Elizabeth.Mavery
HCM_IMPL09 Standard

ns iK Hours

J h a
TL10 HCM_IMPL10 Betty.Anderson Admin03 Carol.Parry Standard
Hours
TL11 HCM_IMPL11 Cathy.Rudolph Admin03 Mitch.Blum Standard
Hours
TL12 HCM_IMPL12 Christina.Ross Admin03 Jack.Fisher Standard
Hours
TL13 HCM_IMPL13 Elaine.Shoudy Admin03 Linda.Swift Standard
Hours
TL14 HCM_IMPL14 Elizabeth.Lewis Admin03 Carol.Parry Standard
Hours
TL15 HCM_IMPL15 Gloria.Daas Admin03 Mitch.Blum Standard
Hours

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Practices for Lesson 1: Course Overview 9


TL16 HCM_IMPL16 Harold.Chow Admin02 Mitch.Blum Standard
Hours
TL17 HCM_IMPL17 Harry.Christensen Admin03 Mitch.Blum Standard
Hours
TL18 HCM_IMPL18 Ian.Hunter Admin03 Matt.Wagner Standard
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Hours
TL19 HCM_IMPL19 Pam.Gardner Admin02 Henry.Jones Standard
Hours
TL20 HCM_IMPL20 Tim.Thompson Admin03 Frank.Pukta Standard
Hours

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10 Practices for Lesson 1: Course Overview


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Practices for Lesson 2

There are no practices for this lesson.


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12 Practices for Lesson 2: Workforce Management and Time and Labor Overview
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Practices for Lesson 3

There are no practices for this lesson.


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14 Practices for Lesson 3: Time and Labor Scheduling


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Practices for Lesson 4

There are no practices for this lesson.


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16 Practices for Lesson 4: Time and Labor Integrations


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Global
ฺ c omPayroll
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Practices for Lesson 5: Overview

Overview
In this practice, you create a custom time attribute.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Prerequisites
The practices in this course build upon each other. If you are skipping them or performing them
out of sequence, you may not be able to successfully complete the tasks in this and other
practices.
Note: Throughout this class, use the Chrome browser to access the application.

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18 Practices for Lesson 5: Global Payroll and Custom Time Attributes


Practice 5-1: Creating a Custom Time Attribute

Overview
In this practice, you create a custom time attribute and configure the user and administrative
data sources.
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Assumption
 Time: <10 minutes
 Replace XX with your student number (TL1...TL20) as assigned by your instructor.

Tasks

Signing In and Navigating


bl e
1. Sign out and sign in as Your.Implementor. fe r a
ans
2. On the Settings and Actions menu, select Setup and Maintenance….
n - t r
3. In the Setup field, select Workforce Deployment.
a no
4. In the Functional Areas list, select Time and Labor.
) h as eฺ
5. In the Show field, select All Tasks.
c o m Guid
ฺ ent
Creating the Custom Time Attribute ฺibm
i n Stud
l a@ Time
1. In the Task list, click Manage Custom
a t h isAttributes.
2. On the Manage Custom o p Attributes
pTime s e page, click the Create icon.
k
(j Time o u
tAttribute
a a
3. On the Create lCustom
s e page, complete the fields, as shown in this table.
Field op
p cen
i K li Value

h a nsDisplay Name XX Meal Taken


J Description Yes or no; used in meal allowance calculations
Classification Without dependent attributes
Data Type Text
Unit of Measure Hours
Default Filtered Data Source for Time HRC_YES_NO
Entry
Default Unfiltered Data Source for HRC_YES_NO
Setup Tasks
Attribute Category Custom
4. Click Save and Close.
On the Manage Custom Time Attributes page, click Done.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 5: Global Payroll and Custom Time Attributes 19


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20 Practices for Lesson 5: Global Payroll and Custom Time Attributes


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Practices for Lesson 6: Overview

Overview
In these practices, you:
 Create two single-attribute time card fields.
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 Edit an existing multiple-attribute time card field, including add two dependent location
fields.

Prerequisites
The practices in this course build upon each other. If you are skipping them or performing them
out of sequence, you may not be able to successfully complete the tasks in this and other
practices.
bl e
Note: Throughout this class, use the Chrome browser to access the application.
fe r a
an s
n - t r
a no
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22 Practices for Lesson 6: Time Card Fields


Practice 6-1: Creating the Assignment and Meal Taken Single-
Attribute Time Card Fields

Overview
In this practice, you create these two single-attribute time card fields:
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

 A hidden assignment field that filters worker time card choice lists based on the primary
assignment.
 A meal taken field that identifies whether workers took a meal during the work day.

Assumptions
 Time < 15 minutes
 Replace XX with your student number (TL1...TL20) as assigned by your instructor.
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Prerequisites fe r a
ans
Complete the following practice before beginning this one:
n - t r
 5-1 Creating a Custom Time Attribute
a no
Tasks ) has ideฺ
ฺ c om t Gu
Signing In and Navigating
ฺ i b m den
@ in Stu
a l a this
1. Ensure that you are signed in as Your.Implementor.
2. Ensure that you are on the
k o ppSetup: u s e
Workforce Deployment page with all tasks showing for
the Time and Labor
l a (j e to
functional area.
a ens
ppAssignment
Creating o
K the
l i c Time Card Field
1. ns
i
Click Manage Time Entry Layout Components.
a
Jh2. On the Manage Layout Components page, click the Create icon.
a. On the Create Layout Component dialog box, ensure that the Single attribute time
card field option is selected.
b. Click OK.
3. On the Create Time Card Field: Field Definition page, complete the fields, as shown in this
table.
Field Value
Name XX Default Assignment
Description Hidden field autopopulated with the worker primary
assignment ID
Time Attribute Assignment
Filtered Data Source for Time Entry List of Assignments

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 6: Time Card Fields 23


4. Click Add Filters.
a. On the Add Time Entry Data Source Filters dialog box, add the Assignment time
attribute filters, as shown in this table:
Filter Variable Name Filter Input Attribute
pPersonID Person
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pStartDate Start Time


pEndDate Stop Time
b. Click OK.
5. On the Create Time Card Field: Field Definition page, complete the remaining fields, as
shown in this table.
Field Value
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Unfiltered Data Source for Setup List of Assignments
an s
Tasks
n - t r
Population Method for New Entry Function
a no
Function Based on primary h
) as eฺ
assignment
Hidden ฺco
m Guid
Display Type
m e n t
6. Click Next. i b
nฺ Stud
i
@ hisField Definition page, click Next.
7. On the Create Time Card Field:la Dependent
p a
p Review e tpage, review the field definition.
8. On the Create Time Cardo Field:
jk to u s
9. Click Save anda (
al edialog
Close.
p p
10. On the Confirmation n se box, click OK.
i K o lic
h a ns the Meal Taken Time Card Field
Creating
J 1. On the Manage Layout Components page, click the Create icon.
a. On the Create Layout Component dialog box, ensure that the Single attribute time
card field option is selected.
b. Click OK.
2. On the Create Time Card Field: Field Definition page, complete the fields, as shown in this
table.
Field Value
Name XX Meal Taken
Description Yes or no; use to determine meal allowance
Time Attribute XX Meal Taken

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

24 Practices for Lesson 6: Time Card Fields


Filtered Data Source for Time Entry HRC_YES_NO
There are no filters for this custom time
attribute.
Unfiltered Data Source for Setup Tasks HRC_YES_NO
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Display Type Smart choice list


Enable override on layouts Select
Required on the Time Card No
3. Click Next.
4. On the Create Time Card Field: Dependent Field Definition page, click Next.
5. On the Create Time Card Field: Review page, review the field definition.
6. Click Save and Close. bl e
fe r a
7. On the Confirmation dialog box, click OK.
ans
n - t r
a no
) has ideฺ
ฺ c om t Gu
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k o pp use
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Practices for Lesson 6: Time Card Fields 25


Instructor Practice 6-2: Editing the Hours Type (T&L) Time Card Field

**********Warning: This practice must be done by only your instructor.**********

Overview
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

In this practice, you edit the Hours Type (T&L) time card field and add a dependent single-
attribute field that enables workers to override their default department.

Assumptions
 Time < 15 minutes
 Replace XX with your student number (TL1...TL20) as assigned by your instructor.

Tasks
bl e
fe r a
Signing In and Navigating
an s
1. Ensure that you are signed in as Your.Implementor. n - t r
a no
has ideฺ
2. Ensure that you are on the Manage Time Entry Layout Components page.

Editing the Hours Type (T&L) Time Card Field om


) u
ฺ c t G
nclick Hours Type (T&L).
1. On the Manage Layout components page,ib
ฺ m fordand
search e
2. On the Edit Time Card Field: Field@ in page,
Definition S tucomplete the fields, as in this table.
s
thi Time Absence
ala ePayroll
Action Display p
o p
Value
s Enabled
k
(j e to Typeu Management Type
l a
o ppa lVacation
No changes
i c e ns Vacation Yes
K
Noi changes
s Sick Sick Yes
a n
Jh No changes Bereavement Bereavement Yes
No changes Regular Regular TL US Yes
Legislative Data
Group
No changes Overtime Overtime TL US Yes
Legislative Data
Group
No changes Shift Premium Shift TL US Yes
Legislative Data
Group
No changes Holiday Premium Holiday Yes
Premium US
Legislative Data
Group

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

26 Practices for Lesson 6: Time Card Fields


Action Display Value Payroll Time Absence Enabled
Type Management Type
No changes Jury Duty Jury Duty - US Yes
Add row Nonworked Yes
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

3. Click Next.
4. On the Edit Time Card Field: Dependent Field Definition page, create and configure the
County dependent field.
a. On the toolbar, click Create.
1) On the Create Dependent Time Card Field dialog box, complete the fields, as
shown in this table.

bl e
Field Value
fe r a
Name County
ans
n - t r
Independent Time Attribute
a no
Payroll Time Type
Dependent Time Attribute
as eฺ
Regular TL_County
) h
c o m General
G utoidDetailed.
Tip: Change the search results level

m ฺ ent
from
i b
nฺ StuCounty d field for Time & Labor Hourly
Description i
a l a@ this group
k o
For all independent pp timeuattribute
s e Select
valuesa (
j t o
p p al ense
K o Warning
l i cmessage: If you make the Yes

n s i dependent field available for all values


Jha of the independent time attribute, it
always appears on the time card with
the independent attribute.
2) Click OK.
b. On the Edit Time Card Field: Dependent Field Definition page, in the Time Attribute
and Data Source section, Filtered Data Source for Time Entry field, select List of
values for payroll US county field for Geocode.
c. Click Add Filters.
1) On the Add Time Entry Data Source Filters dialog box, complete the fields, as
shown in this table.
Filter Variable Filter Input Attribute
pCodeLevel1 Regular TL_State
Tip: Change the search results level
from General to Detailed.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 6: Time Card Fields 27


2) Click OK.
d. On the Edit Time Card Field: Dependent Field Definition page, complete the remaining
fields, as shown in this table.
Field Value
Unfiltered Data Source for Setup Tasks List of values for payroll US county
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

field for Geocode


Display Type Smart choice list
Display Name County
Required on the Time Card No
5. On the Edit Time Card Field: Dependent Field Definition page, create and configure the City
dependent field.
bl e
a. On the toolbar, click Create.
fe r a
an s
1) On the Create Dependent Time Card Field dialog box, complete the fields, as
n - t r
no
shown in this table.
a
Field Value
) h as eฺ
Name
c m Guid
City
o
m ฺ Payroll
e n t Type
Independent Time Attribute
i b
nฺ StuRegulard Time
Dependent Time Attribute@i TL_City
l a h i s
Description
o p pa se t City field for Time & Labor Hourly group
k
(j e ttime u
o attribute
For allla
independent Select
a
p cen
pvalues s
o
i K Warningli message: If you make the
n s Yes
Jha dependent field available for all values
of the independent time attribute, it
always appears on the time card with
the independent attribute.
2) Click OK.
b. On the Edit Time Card Field: Dependent Field Definition page, in the Time Attribute
and Data Source section, Filtered Data Source for Time Entry field, select List of
values for payroll US county field for Geocode.
c. Click Add Filters.
1) On the Add Time Entry Data Source Filters dialog box, complete the fields, as
shown in this table.
Filter Variable Filter Input Attribute
pCodeLevel1 Regular TL_State
pCodeLevel2 Regular TL_County

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

28 Practices for Lesson 6: Time Card Fields


2) Click OK.
d. On the Edit Time Card Field: Dependent Field Definition page, complete the remaining
fields, as shown in this table.
Field Value
Unfiltered Data Source for Setup Tasks List of values for payroll US county
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

field for Geocode


Display Type Smart choice list
Display Name City
Required on the Time Card No
6. Click Next.
7. On the Edit Time Card Field: Review page, review the multiple-attribute and dependent field
bl e
definitions.
fe r a
ans
8. Click Save and Close.
n - t r
9. On the Confirmation dialog box, click OK.
n o
a
has ideฺ
10. On the Manage Layout Components page, click Done.
)
ฺ c om t Gu
ฺ i b m den
@ in Stu
a l a this
k o pp use
l a (j e to
o ppa licens
n s iK
Jha

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 6: Time Card Fields 29


Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

bl e
fe r a
an s
n - t r
a no
) has ideฺ
ฺ c om t Gu
ฺ i b m den
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30 Practices for Lesson 6: Time Card Fields


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ble
fe r a
ans
n - t r
a no
Practices h
) asLesson
for eฺ 7:
i d
om tLayout
Managing
ฺ c G u Sets
ฺ i b m den
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Practices for Lesson 7: Overview

Overview
In these practices, you:
 Generate a time layout set for the payroll time consumer
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

 Configure specific layouts in the layout set

Prerequisites
The practices in this course build upon each other. If you are skipping them or performing them
out of sequence, you may not be able to successfully complete the tasks in this and other
practices.
Note: Throughout this class, use the Chrome browser to access the application.
bl e
fe r a
an s
n - t r
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ฺ c om t Gu
ฺ i b m den
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32 Practices for Lesson 7: Managing Layout Sets


Practice 7-1: Configuring the Absence and Payroll Layout Set
Overview
In this practice, you:
 Create the layout set for the payroll time consumer

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Configure these layouts in the layout set to customize the corresponding pages.
Layout Customized Page
Time entry Report Time
Time review Review Time
Time view View Time
Approval notification Approve Time
bl e
Calendar entry Report Time
fe r a
ans
The time review, view, and approval notification layouts have two sections that require editing.
n - t r
no
You configure the Calculated Time layout section to display hours only.
a
Assumptions
) has ideฺ
 Time: <15 minutes
ฺ c om t Gu
 Replace XX with your student number
ฺ i b m denas assigned by your instructor.
(TL1...TL20)
@ in Stu
Prerequisites
a l a this
k o ppbeforeusbeginning
e
( j
Complete the following practice
t o this one:
 5-1 through
p a la6-2 nse
Tasksi K
op lice
h a ns
J Signing In and Navigating
1. Ensure that you are signed in as Your.Implementor.
2. Ensure that you are on the Setup: Workforce Deployment page with all tasks showing for
the Time and Labor functional area.

Creating the Layout Set


1. Click Manage Time Layout Sets.
2. On the Manage Layout Sets page, click the Create icon.
3. On the Generate Layout Set page:
a. Ensure that the Project Costing check box is deselected.
b. Ensure that the Payroll check box is selected.
4. Click Generate Layout Set.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 7: Managing Layout Sets 33


5. On the Define Layout Set page, complete the basic information fields, as shown in this
table.
Field Value
Name XX Absence and Payroll
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Description Entry, review, view, and


approval notification layouts
for absence and payroll
time
6. Click Save.
The Confirmation dialog box that appears closes automatically after about 5 seconds, or
you can click the Close icon to close it sooner.

bl e
Configuring the Time Entry Layout
fe r a
1. In the Time Entry Layout row, click the Configure Layout icon.
t r a ns
2. An Error dialog box appears with the message: The person header is empty
n on- because no
record was found. The HCM_IMPL user is not an employee, so does
s a not have a person
record to display in the time card. Click OK.
) a
h ideฺ
3. On the Configure Time Entry Layout page, Timec
ฺ omtab,tclick
Entry G uEdit Layout.
i b mbox, click
d e nthe Add icon.
a. On the Edit Layout guided process dialog ฺ
in Sfortuand select XX Default Assignment.
1) In the inserted row Name@
a l a this
field, search
2) An Error dialog p
o p appears
box
s ewith the message: A time card field that is mapped to
( j k
the time attribute XX
t o u
Default Assignment already exists. Select another time card
a
l OK.
aClick
field. se
p p e n
i K ic Layout dialog box, delete the Assignment Number and Payroll Time
3)o On thelEdit

h a ns Types fields.
J 4) In the Name field, search for and select XX Default Assignment.
5) Add the Hours Type (T&L) field.
6) Change the Display Label value to Work Hours Type.
7) In the Date Format field, select Mon, Jan 01.
b. Click Next.
1) On the Row Level Details page of the dialog box, add the Cost Center field.
c. Click Next.
1) On the Comments page of the dialog box, change the Label on the Time Card
value to Daily Comments.
2) In the Date Format field, select Mon, Jan 01.
d. Click Next.
1) On the Entry Level Details page of the dialog box, add the XX Meal Taken field.
2) In the Date Format field, select Mon, Jan 01.
e. Click Save and Close.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

34 Practices for Lesson 7: Managing Layout Sets


f. On the Warning dialog box, click Yes to copy changes to the time review, view, and
approval notification layouts.
g. On the Confirmation dialog box, click OK.
4. On the Configure Time Entry Layout page, in the Time Entry section, confirm that the first
column is Work Hours Type. You can drag and drop the column to place it first, if required.
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5. Click Save.

Configuring the Calculated Time Matrices


1. In the layout list on the page header, select Time Review Layout.
a. On the Error dialog box that appears, click OK.
b. On the Calculated Time tab, click Edit Layout.
c. In the Time Entry Format field, select Display hours only.
bl e
d. Click Save and Close.
fe r a
e. On the Configure Time Review Layout page, confirm that each day has only a Quantity
ans
field.
n - t r
f. Click Save. a no
2. has ideฺ
In the layout list on the page header, select Time View Layout.
)
a. On the Error dialog box that appears, click OK.
ฺ c om t Gu
b. On the Calculated Time tab, click Edit
ฺ i b m IndethenTime Entry Format field, select
Layout.
Display hours only.
@ in Stu
c. Click Save and Close. ala t h is
k o ppViewuLayout
s e page, confirm that each day has only a Quantity
d. On the Configure
l a (j e to
Time

pa cens
field.
e. Clicko pSave. li
n
3. sInitheK layout list on the page header, select Time Approval Notification Layout.
Jha a. On the Error dialog box that appears, click OK
b. On the Calculated Time tab, click Edit Layout.
c. In the Time Entry Format field, select Display hours only.
d. Click Save and Close.
e. On the Configure Time Approval Notification Layout page, confirm that each day has
only a Quantity field.
f. Click Save.

Configuring the Calendar Entry Layout


1. In the layout list on the page header, select Calendar Entry Layout.
2. On the Configure Calendar Entry Layout page, click Edit Layout.
a. On the Edit Layout guided process dialog box, select the Display time slider check
box.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 7: Managing Layout Sets 35


b. Click Next.
1) On the Drag and Drop page of the dialog box, add attribute values for the multiple-
attribute field, as shown in this table:
Display Name Attribute Value
Sequence
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

1 Hours Type (T&L) Regular


2 Hours Type (T&L) Vacation
3 Hours Type (T&L) Sick
2) Click Save and Close.
3. On the Configure Calendar Entry Layout page, Save button menu, select Save and Close.
4. On the Edit Layout Set: XX Absence and Payroll page, click Save and Close.
bl e
5. On the Confirmation dialog box, click OK.
fe r a
6. On the Manage Layout Sets page, click Done. an s
n - t r
a no
) has ideฺ
ฺ c om t Gu
ฺ i b m den
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a l a this
k o pp use
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Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

36 Practices for Lesson 7: Managing Layout Sets


Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

ble
fe r a
ans
n - t r
a no
Practices h
) asLesson
for eฺ 8: HCM
i d
Groups
ฺ c om t Gu
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Practices for Lesson 8: Overview

Overview
In these practices, you create two HCM groups:
 One includes the member directly
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 One using evaluation criteria.

Prerequisites
The practices in this course build upon each other. If you are skipping them or performing them
out of sequence, you may not be able to successfully complete the tasks in this and other
practices.
Note: Throughout this class, use the Chrome browser to access the application.
bl e
fe r a
an s
n - t r
a no
) has ideฺ
ฺ c om t Gu
ฺ i b m den
@ in Stu
a l a this
k o pp use
l a (j e to
o ppa licens
n s iK
Jha

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

38 Practices for Lesson 8: HCM Groups


Practice 8-1: Creating the Include as Direct Member Group

Overview
In this practice, you create a group where you directly include your worker as the sole member.
After creating the group, you refresh membership, view the evaluation status, and then view
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

group members.

Assumptions
 Time < 10 Minutes
 Replace XX with your student number (TL1...TL20) as assigned by your instructor.

Tasks
bl e
Signing In and Navigating
fe r a
Ensure that you are signed in as Your.Implementor. ans
1.
n - t r
2.
no
Ensure that you are on the Setup: Workforce Deployment page with all tasks showing for
a
has ideฺ
the Time and Labor functional area.
)
Creating Your Worker's Group
ฺ c om t Gu
1. Click Manage HCM Groups.
ฺ i b m den
@ tu
inCreateSicon.
2. On the Manage Groups page, click
a
the
la thethgroup s
i information fields, as shown in this table.
3. On the Create Group page,pcomplete e
k o p us
Field
a ( j toValue
l e
a ens XX My Worker
Name pp
i K o lic
h a nsDescription Directly includes my worker
J as a member
4. On the Include or Exclude Members section toolbar, click the Add icon to insert a table row.
5. In the Member Name field, enter YourWorker in the format lastname, firstname.
6. Confirm that the condition is Include.
7. Click Save and Close.
8. On the Confirmation dialog box, click OK.

Refreshing Membership for Your Worker's Group


1. On the Manage Groups page, click Refresh Group Membership.
2. On the Refresh Group Membership page, search for and select the XX My Worker group.
3. In the Evaluation Date field, select January 1 of the current year.
4. Confirm that the Remove Future-Dated Group Members value is No.
5. Click Submit.
6. On the Confirmation dialog box, click OK.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 8: HCM Groups 39


Viewing the Evaluation Status of the Your Worker's Group
1. On the Manage Groups page, click View Evaluation Status.
2. On the Group Evaluation Process Status page, click Search.
3. Ensure that the XX My Worker processing status is Completed Successfully.
4. Click Done.
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Viewing the Members for the Your Worker's Group


1. On the Manage Groups page, select the XX My Worker row.
2. Click View Group Members.
3. On the Group Members: XX My Worker page, verify that your worker is the member.
4. Click Done.

bl e
fe r a
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Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

40 Practices for Lesson 8: HCM Groups


Practice 8-2: Creating the Full-Time Regular and Grade for Supervisor
Group

Overview
In this practice, you create a group that uses employment category, grade, and supervisor name
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

criteria to evaluate membership. After creating the group, you refresh membership, view the
evaluation status, and then view group members.

Assumptions
 Time < 10 Minutes
 Replace XX with your student number (TL1...TL20) as assigned by your instructor.

Tasks bl e
fe r a
Signing In and Navigating ans
n - t r
1. Ensure that you are signed in as Your.Implementor.
a no
has ideฺ
2. Ensure that you are on the Manage Groups page.
)
Creating the FTR and Grade for Supervisor Group
ฺ c om t Gu
i b m d e n

n Stu
1. On the Search Results section toolbar, click
ithe the Create icon.

l @
a thgroup
2. On the Create Group page, complete is information fields, as shown in this table.
a
pp Value e
Field
k o u s
l a (j e toXX FTR and Grade for
ppa licens Supervisor
Name

iK o
a n s
Description Full-time regular workers
J h with my grade and
supervisor
3. On the Evaluation Criteria section toolbar, click the Create icon.
a. In the Evaluation Criteria dialog box, expand Employment to show the employment
attributes.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 8: HCM Groups 41


b. Add your evaluation criteria, as shown in this table. Your worker's grade and approver
name are in Practice 1-1.
Employment Employment Grade Supervisor Name
Attribute Category
Operator Equal To Equal To Equal To
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Value Full-time regular YourWorker's The name of


grade YourApprover in
the format
lastname,
firstname
Logical Operator And And Not applicable
c. Click Apply and Add Another after the first two attributes. Click Save and Close after bl e
the third and final attribute. fe r a
an s
4. Select the three evaluation criteria rows.
n - t r
5.
no
On the Evaluation Criteria section toolbar, click the Add Parentheses icon.
a
6. Click Save and Close.
) h as eฺ
7. On the Confirmation dialog box, click OK.
c o m Guid
m ฺ ent
Refreshing Membership for the FTR and i b
nฺ Stud
Grade for Supervisor Group
i
1. On the Manage Groups page, click
a l a@Refresh
t h isGroup Membership.
pp uspage,
2. On the Refresh Group Membership
k o e search for and select the XX FTR and Grade for
Supervisor group.(j to
l a e
ppa licDate
3. In the Evaluation
o e nsfield, select January 1 of the current year.
n s i K that the Remove Future-Dated Group Members value is No.
4. Confirm

Jh5.a Click Submit.


6. On the Confirmation dialog box, click OK.

Viewing the Evaluation Status of the FTR and Grade for Supervisor Group
1. On the Manage Groups page, click View Evaluation Status.
2. On the Group Evaluation Process Status page, click Search.
3. In the Search Results section, ensure that the XX FTR and Grade for Supervisor
processing status is Completed Successfully.
4. Click Done.

Viewing the Members for the FTR and Grade for Supervisor Group
1. On the Manage Groups page, select the XX FTR and Grade for Supervisor row.
2. Click View Group Members.
3. On the Group Members… page, verify that YourWorker is a group member.
4. Click Done.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

42 Practices for Lesson 8: HCM Groups


Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

ble
fe r a
an s
n - t r
a no
Practices h
)
forasLessoneฺ 9:
i d
Worker
ฺ c omTime
t G u
Entry Setup
i m de
bProfiles n
i n ฺ tu
@ s S
p a la thi
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Practices for Lesson 9: Overview

Overview
In these practices, you create a worker time entry setup profile and then correct the worker's
time entry profile assignment.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Prerequisites
The practices in this course build upon each other. If you are skipping them or performing them
out of sequence, you may not be able to successfully complete the tasks in this and other
practices.
Note: Throughout this class, use the Chrome browser to access the application.

bl e
fe r a
ans
n - t r
a no
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ฺ c om t Gu
ฺ i b m den
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Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

44 Practices for Lesson 9: Worker Time Entry Setup Profiles


Practice 9-1: Creating the Weekly Payroll Worker Time Entry Setup
Profile

Overview
In this practice, you create a worker time entry setup profile that joins the specified workers with
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

the new layout set that you created.


You also want to:
 Control the time card statuses when workers can create, update, and delete their time
cards.
 Configure the number of days into the past that a worker can create a time card.
Note: Please wait until your instructor directs you to start this activity. Students will need to do
this activity one at a time.
bl e
Assumptions fe r a
ans
 Time < 10 Minutes
n - t r
 no
Replace XX with your student number (TL1...TL20) as assigned by your instructor.
a
Prerequisites ) has ideฺ
c m Gu
oone:

Complete the following practices before beginning this
m e n t
 5-1 through 7-1 i b
nฺ Stud
i
a@ tand
 8-2 Creating the Full-TimelRegular
a h isGrade for Supervisor Group
k o pp use
Tasks
l a (j e to
Signing Ino ppaNavigating
and
li c e ns
s i K
1. nEnsure that you are signed in as Your.Implementor.
Jh2.a Ensure that you are on the Setup: Workforce Deployment page with all tasks showing in the
Time and Labor functional area.

Creating the Worker Time Entry Setup Profile


1. Click Manage Worker Time Entry Profiles.
2. On the Manage Worker Time Entry Setup Profiles page, click the Create icon.
3. On the Create Worker Time Entry Setup Profile: Profile Values page, complete the fields,
as shown in this table.
Field Value
Profile Name XX Weekly Absence and Payroll
Description Time entry actions enabled against the XX Absence and
Payroll layout set

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 9: Worker Time Entry Setup Profiles 45


Effective Start Date January 1 of the current year
Layout Set XX Absence and Payroll
4. In the Entry Action by Time Card Status section, ensure that the Worker View tab is
selected.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

a. Select the Enable check box for these actions and status values:
 Create
 View Only
 Entered
 Saved
 Submitted
 e
bl
Rejected
 Approved
fe r a
 ans
Edit
n - t r
 Entered
a no
 Saved
) h as eฺ
 Rejected
c o m Guid
 Delete m ฺ ent
i b
nฺ Stud
 Entered i
 Saved a l a@ this
k o prowp Daysu s e
Before field, enter 7.
l a (j Viewetab.to
b. In the Create action

a ens
5. Select the Manager
pptable
a. Ino
i K the ic row, click the Enable check box to enable all entry actions for all
lheader
h a ns time card statuses.
J b. In the Create action row Days Before field, enter 15.
6. Click Next.
a. On the Create Worker Time Entry Setup Profile: Group Assignments page, add XX
FTR and Grade for Supervisor.
7. Click Next.
On the Create Worker Time Entry Setup Profile: Profile Priority page:
a. Confirm that in the Priority Order section, your time entry setup profile is selected.
b. On the section toolbar, click Move to Top.
8. Click Next.
a. On the Create Worker Time Entry Setup Profile: Review page, review the profile
details, time entry options, and group assignments.
9. Click Save and Close.
10. On the Confirmation dialog box, click OK.
11. On the Manage Worker Time Entry Setup Profiles page, click Done.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

46 Practices for Lesson 9: Worker Time Entry Setup Profiles


Practice 9-2: Troubleshooting the Weekly Payroll Worker Time Entry
Profile Assignment

Overview
Note: Verify that your worker is in the correct time entry profile. If not, complete the steps in this
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

practice.
In this practice, as the HR specialist, you correct the worker’s time entry profile assignment
because your worker complained that the time card is not correct. You individually assign a
profile to the worker and this individual assignment overrides all group membership
associations.

Assumptions
 bl e
Time < 10 Minutes
fe r a
 Replace XX with your student number (TL1...TL20) as assigned by your instructor.
ans
n - t r
Prerequisites
a no
Complete the following practices before beginning this one:
) h as eฺ
 5-1 through 7-1
c o m Guid
 8-2 Creating the Full-Time Regular and Grade
m ฺ foreSupervisor
n t Group
 9-1 Creating the Weekly Payroll Worker i b
nฺ Time t d Setup Profile
uEntry
i S
a l a@ this
Tasks
k o pp use
l a (j e to
Signing In and Navigating
o pasigncineasnsthe HR specialist, Curtis.Feitty.
pand
1. SignKout
i li
an s
JhOverriding the Group Assignment
1. Click My Workforce > Time Management
2. On the Time Management work area, Tasks panel tab, click Manage Worker Time Entry
Setup Profiles.
3. On the Manage Worker Time Entry Setup Profiles page, click Troubleshoot.
4. On the Troubleshoot Worker Time Entry Profile page, in the Person Name field, enter
Your.Worker using the format Lastname, Firstname.
5. Click Search.
6. Ensure that your worker is selected in the Search Results section.
7. Click Assign Profile to Person.
a. On the Assign Profile to Person dialog box, in the Profile Name field, select XX
Weekly Absence and Payroll.
b. In the From Date field, select January 1 of the current year.
c. Click OK.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 9: Worker Time Entry Setup Profiles 47


On the Troubleshoot Worker Time Entry profile page, note that the XX Weekly Payroll and
Absences profile has an Override assignment type and gets the highest priority.
8. Click Save and Close.
9. On the Confirmation dialog box, click OK.
10. On the Manage Worker Time Entry Setup Profiles page, click Done.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

bl e
fe r a
ans
n - t r
a no
) has ideฺ
ฺ c om t Gu
ฺ i b m den
@ in Stu
a l a this
k o pp use
l a (j e to
o ppa licens
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48 Practices for Lesson 9: Worker Time Entry Setup Profiles


Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

ble
fe r a
ans
n - t r
a no
Practices h
) asLesson
for eฺ 10:
i d
om tTime
Repeating
ฺ c G u Periods,
i b d n
m Categories,
e
i ฺ
n StuTime and Time
a l a@ thConsumers
is Sets
p p e
( j ko to us
p a la nse
o p lice
s i K
n
Jha
Practices for Lesson 10: Overview

Overview
In these practices, you create and test repeating time periods. You also create three time
categories, and generate and configure a payroll time consumer set.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Prerequisites
The practices in this course build upon each other. If you are skipping them or performing them
out of sequence, you may not be able to successfully complete the tasks in this and other
practices.
Note: Throughout this class, use the Chrome browser to access the application.

ble
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ans
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ฺ i b m den
@ in Stu
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k o pp use
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n siK
Jha

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

50 Practices for Lesson 10: Repeating Time Periods, Time Categories, and Time Consumers Sets
Practice 10-1: Creating Repeating Time Periods

Overview
In this practice, you create two weekly repeating time periods:
 One with a one-week period length that starts on Monday
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 One with a three-week period length that starts on Monday


Test your period definition by previewing all period instances within the preview period start and
end dates.

Assumptions
 Time: <10 minutes
 Replace XX with your student number (TL1...TL20) as assigned by your instructor.
bl e
Tasks fe r a
ans
n - t r
Signing In and Navigating
a no
1. Sign in as Your.Implementor.
) h as eฺ
c o m Guid
2. On the Settings and Action menu, select Setup and Maintenance….
3. In the Setup field, select Workforce Deployment.
m ฺ ent
i b
nฺand Labor.
t ud
i
4. In the Functional Areas list, select Time
S
l a@ this
5. In the Show field, select All Tasks.
a
k o pp use
l a (j e toPeriod with a One-Week Period Length
Creating a Weekly Repeating
1. In the Task a clickeManage
pplist, ns Repeating Time Periods.
o i c
K ManagelRepeating
2. On
n s i the Time Periods page, click the Create icon.

Jh3.a On the Create Repeating Time Period page, complete the fields, as shown in this table.
Field Value
Name XX Weekly Starting Monday
Description Use as time card, approval, and accrual processing
periods
Period Usage Time Card, Approval, and Accrual Processing
Period Type Weekly
Period Length One Week
Sample Start Date Monday of the current week
Preview Period Start Date A date that is at least three weeks earlier than today
Preview Period End Date A date that is at least three weeks later than today

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 10: Repeating Time Periods, Time Categories, and Time Consumers Sets 51
4. Click Preview Time Periods to view all period instances within the selected test period
start and end dates.
5. Click Save and Close.
6. On the Confirmation dialog box, click OK.
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Creating a Weekly Repeating Period with a Three-Week Period Length


1. On the Manage Repeating Time Periods page, click the Create icon.
2. On the Create Repeating Time Period page, complete the fields, as shown in this table.
Field Value
Name XX Three-week Starting Monday
Description Use as accrual processing periods
ble
Period Usage Accrual Processing
fe r a
Period Type Weekly ans
n - t r
Period Length More than two weeks
a no
Number of Weeks 3
) has ideฺ
Sample Start Date Monday of the current
ฺ c om week t G u
i b m d e n
Preview Period Start Date ฺ
A date that is at least
inthat is S tu
three months earlier than today
Preview Period End Date
l A@date s
a thi least three months later than today
at
a
pp to view eall period instances within the selected test period
3. Click Preview Time Periods
k o u s
a
start and end dates.
l (j e to
4. Verify that
o ppthealistlicincludes
ens the week starting with the sample start date that you entered.
5. s
n i KSave and Close.
Click

Jh6.a On the Confirmation dialog box, click OK.


7. On the Manage Repeating Time Periods page, click Done.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

52 Practices for Lesson 10: Repeating Time Periods, Time Categories, and Time Consumers Sets
Practice 10-2: Creating Time Categories

Overview
In this practice, you create three time categories:
 The first category contains all payroll time types with the Regular time attribute.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

 The second category contains all payroll time types with the Overtime time attribute.
 The third category embeds the other two categories.

Assumptions
 Time < 10 minutes
 Replace XX with your student number (TL1...TL20) as assigned by your instructor.

Tasks bl e
fe r a
Signing In and Navigating ans
n - t r
1. Ensure that you are signed in as Your.Implementor.
a no
2. Ensure that you are on the Setup: Workforce Deployment page
) h as with eallฺ tasks showing for
the Time and Labor functional area.
c o m Guid
m ฺ ent
Creating the Regular PTT Time Category
n ฺ i b t ud
1. Click Manage Time Categories. @
i S
a l a this
2. On the Manage Time Categories
k o pp upage,s e click the Create icon.
3. On the Create Time
l a (jCategory
e topage, complete the fields, as shown in this table.
Field pp
a ens
K o l i c Value

n i
sName XX PTT Regular
J h a
Description Identifies regular pay type
values
4. Add the category conditions, as shown in this table. The third operator field isn't present
until you add the fourth row.
Row Time Value Type Value Operator
Attribute
1 Payroll Time Specific Regular TL US Legislative Data Group OR
Type value
2 Payroll Time Specific Regular TL UK GB Legislative Data OR
Type value Group
3 Payroll Time Specific Regular TL Canada CA Legislative Data OR
Type value Group

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 10: Repeating Time Periods, Time Categories, and Time Consumers Sets 53
4 Payroll Time Specific Regular HC US TL Healthcare US
Type value Legislative Data Group

5. Click Save and Close.


6. On the Confirmation dialog box, click OK.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Creating the Overtime PTT Time Category


1. On the Manage Time Categories page, click the Create icon.
2. On the Create Time Category page, complete the fields, as shown in this table.
Field Value
Name XX PTT Overtime
Description Identifies all overtime pay
ble
type values
fe r a
ans
3. Add the category conditions, as shown in this table. The third operator field isn't present
n - t r
until you add the fourth row.
a no
has ideฺ
Row Time Value Type Value Operator
Attribute )
m Gu
ฺ c o t
1 Payroll Time Specific Overtime
i b m n
TL US Legislative
d e Data OR
Type value ฺ
in Stu
Group
l @
a Overtime
h is TL UK GB Legislative Data OR
2 Payroll Time Specific a
pp use Group t
Type
k o
value
(j Specific
a
Payroll lTime e to OR
3
p a
p lice valuen s Overtime TL Canada CA Legislative

i K o
Type Data Group

Jhans4 Payroll Time Specific


Type value
Overtime HC US TL Healthcare US
Legislative Data Group

4. Click Save and Close.


5. On the Confirmation dialog box, click OK.

Creating the Regular and Overtime PPT Category


1. On the Manage Time Categories page, click the Create icon.
2. On the Create Time Category page, complete the fields, as shown in this table.
Field Value
Name XX PTT Reg and OT
Description Identifies regular and
overtime pay type values

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

54 Practices for Lesson 10: Repeating Time Periods, Time Categories, and Time Consumers Sets
3. On the Category Conditions section toolbar, click the Embed icon.
a. On the Embed Time Category dialog box, in the Time Category Name field, search for
and select XX PTT Regular.
b. Click OK.
4. On the Create Time Category page, embed the XX PTT Overtime time category.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

5. In the Regular HC US TL Healthcare US Legislative Data Group row Operator field, select
OR.
6. Press and hold Ctrl and select the blank rows.
7. On the toolbar, click the Delete icon.
8. On the Warning dialog box, click OK.
9. On the Create Time Category page, click Save and Close.
10. On the Confirmation dialog box, click OK.
bl e
11. On the Manage Time Categories page, click Done.
fe r a
ans
n - t r
a no
) has ideฺ
ฺ c om t Gu
ฺ i b m den
@ in Stu
a l a this
k o pp use
l a (j e to
o ppa licens
n s iK
Jha

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 10: Repeating Time Periods, Time Categories, and Time Consumers Sets 55
Practice 10-3: Creating the Payroll Time Consumer Set

Overview
In this practice, you create a payroll time consumer set.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Assumptions
 Time: <15 minutes
 Replace XX with your student number (TL1...TL20) as assigned by your instructor.

Prerequisites
Complete the following practice before beginning this one:
 10-1 through 10-2
ble
Tasks fe r a
ans
n - t r
no
Signing In and Navigating
a
1. Ensure that you are signed in as Your.Implementor.
) h as eฺ
c o m Guid all tasks showing for
2. Ensure that you are on the Setup: Workforce Deployment page with
the Time and Labor functional area.
m ฺ ent
i b
nฺ Stud
Creating a Payroll Time Consumer i
Set
a l a@ this
1. Click Manage Time Consumer
k o pp Sets.
u s e
2. On the Manage Time
l a (j Consumer
e to Sets page, click the Create icon.
o ppa Time
3. On the Create
li c e ns
Consumer Set page, complete the fields, as shown in this table.

s i K
Field Value
a n
Jh Name XX Payroll Only
Description Uses weekly starting Monday reporting period
Payroll Select
Enable Time Submission Yes
Informational Flow
Absence Approval Routing Time approval rules
Time Category All Payroll Entries
Validate on Time Card Actions Submit and save
Approval XX Weekly Starting Monday
4. Click Save and Close.
5. On the Confirmation dialog box, click OK.
6. On the Manage Time Consumer Sets page, click Done.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

56 Practices for Lesson 10: Repeating Time Periods, Time Categories, and Time Consumers Sets
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

ble
fe r a
ans
n - t r
a no
Practices h
) asLesson
for eฺ 11: Time
i d
ฺ c om t GRules,
Allocations, u and Rule
i m de
bSets n
i n ฺ tu
@ s S
p a la thi
k o p use
l a (j e to
o ppa licens
ns iK
Jha
Practices for Lesson 11: Overview

Overview
While Oracle Fusion Time and Labor delivers certain time rule templates, you must create all
rules and rule sets. In the following practices, you create:
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

 One time entry rule


 One time entry rule set, which contains the new time entry rules

Prerequisites
The practices in this course build upon each other. If you are skipping them or performing them
out of sequence, you may not be able to successfully complete the tasks in this and other
practices.
ble
Note: Throughout this class, use the Chrome browser to access the application.
fe r a
ans
n - t r
a no
) has ideฺ
ฺ c om t Gu
ฺ i b m den
@ in Stu
a l a this
k o pp use
l a (j e to
o ppa licens
n s iK
Jha

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

58 Practices for Lesson 11: Time Allocations, Rules, and Rule Sets
Practice 11-1: Creating Weekly Payroll Minimum Time Entry Rule

Overview
In this practice, you create a minimum time entry rule that generates an error for workers who
report less than 32 hours for a weekly reporting period
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Assumption
 Time < 10 Minutes
 Replace XX with your student number (TL1...TL20) as assigned by your instructor.

Tasks

Signing In and Navigating


bl e
1. Ensure that you are signed in as Your.Implementor. fe r a
ans
2. Ensure that you are on the Setup: Workforce Deployment page with all tasks showing for
n - t r
the Time and Labor functional area.
a no
Creating the Minimum Time Entry Rule
) has ideฺ
1. Click Manage Time Repository Rule. ฺ c om t Gu
ฺ i b micon. den
2. On the Manage Rules page, click the Create
in the S u
tfields,
@
a thi
a. On the Create Rule dialog box,
l complete s as shown in this table.
a
pp useValue
Field
k o
(j e to XX Under 32 Pay Hrs Warn
l a
pa cens
Name
o p li
s i KTemplate Type Time entry rule
n Rule Template Name
Jha
Period Minimum Hours Template
b. Click Continue.
3. On the Create Rule: XX Under 32 Pay Hrs Warn page, complete the fields, as shown in this
table.
Field Value
Description Generates a warning message when a worker
reports less than 32 payroll time type attribute hours
in a weekly time card period
Resubmit Deselect
Minimum hours 32
Message displayed when reported HWM_FF_TER_PERIOD_LS_MIN_WRN
hours are less than the minimum
hours

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 11: Time Allocations, Rules, and Rule Sets 59
Field Value
Time category for reported hours All Payroll Entries
to compare to minimum hours
Severity of the output message Warning
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

4. Click Save and Close.


5. On the Confirmation dialog box, click OK.
6. On the Manage Rules page, click Done.

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Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

60 Practices for Lesson 11: Time Allocations, Rules, and Rule Sets
Practice 11-2: Creating a Weekly Payroll Time Entry Rule Set

Overview
In this practice, you create a time entry rule set and add the new time entry rule. This time entry
rule set ensures that workers enter at least 32 hours on a weekly reporting time period.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Assumption
 Time < 10 Minutes
 Replace XX with your student number (TL1...TL20) as assigned by your instructor.

Prerequisites
Complete the following practice before beginning this one:
 bl e
11-1 Creating Weekly Payroll Minimum Time Entry Rule
fe r a
ans
Tasks
n - t r
Signing In and Navigating a no
1. Ensure that you are signed in as Your.Implementor.) h
as eฺ
o m page id
uwith
c
ฺ ent
2. Ensure that you are on the Setup: Workforce Deployment G all tasks showing for
m
the Time and Labor functional area.
i nฺib Stud
Creating a Time Entry Rule Set a l a@ this
k o pp uRule s e
1. Click Manage Time
a ( j o
Repository
t Sets.

p
2. On the Manage
p al RuleenSets
sepage, click the Create icon.
a. K
i On lic Rule Set dialog box, complete the fields, as shown in this table.
othe Create
h a ns Field Value
J
Name XX Weekly Under 32 Pay Hrs Warn
Rule Set Type Time entry rule
Effective Start Date January 1 of the current year
b. Click Continue.
3. On the Create Rule Set: XX Weekly Under 32 Warnings page, in the Description field,
enter Generates warning messages when a worker reports less than 32
payroll time type attribute hours in a weekly time card period.
4. In the Rule Set Members section, add the XX Under 32 Pay Hrs Warn Rule with the
default member type Rule.
5. Click Save and Close.
6. On the Confirmation dialog box, click OK.
7. On the Manage Rule Sets page, click Done.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 11: Time Allocations, Rules, and Rule Sets 61
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

ble
fe r a
ans
n - t r
a no
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ฺ c om t Gu
ฺ i b m den
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Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

62 Practices for Lesson 11: Time Allocations, Rules, and Rule Sets
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

ble
fe r a
ans
n - t r
a no
Practices h
) asLesson
for eฺ 12: Rule
i d
ฺ c om t Gu
Templates
ฺ i b m den
@ in Stu
a l a this
k o pp use
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Practices for Lesson 12: Overview

Overview
In these practices, you create:
 A time calculation rule template
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

 A daily time calculation rule


 A weekly time calculation rule
 A time calculation rule set

Prerequisites
The practices in this course build upon each other. If you are skipping them or performing them
out of sequence, you may not be able to successfully complete the tasks in this and other
bl e
practices.
fe r a
an s
Note: Throughout this class, use the Chrome browser to access the application
n - t r
a no
) has ideฺ
ฺ c om t Gu
ฺ i b m den
@ in Stu
a l a this
k o pp use
l a (j e to
o ppa licens
n s iK
Jha

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

64 Practices for Lesson 12: Rule Templates


Practice 12-1: Creating a Daily Overtime Calculation Rule Template

Overview
In this practice, you create a time calculation rule template that calculates daily regular and
overtime payroll type time using time category and threshold parameters. The calculation
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

converts hours above and below the threshold value to separate expenditure and pay types.

Assumption
 Time: <10 Minutes

Tasks

Signing In and Navigating


bl e
1. Ensure that you are signed in as Your.Implementor.
fe r a
ans
2. Ensure that you are on the Setup: Workforce Deployment page with all tasks showing for
n - t r
the Time and Labor functional area.
a no
Creating the Daily Time Calculation Rule Template has eฺ
) i d
1. Click Manage Time Repository Rule Templates.
ฺ c om t Gu
i b m Created e n
2. On the Manage Rule Templates page, clickฺ the
in inSthe
icon.
tu Template Type field, select Time
a. On the Create Rule Template@ dialog box,s
p a la thi
seWFM_THRESHOLD_TIME_CALCULATION_RULE.
calculation rule.
kopfield,
b. In the Formula(jName
to u
select
l a e
o p pa cens
c. Click Continue.
3. On the
i li Template: Definition page, complete the fields, as shown in this table.
K Create Rule
n s
Jha Field Value
Name XX Daily Threshold for Pay Types
Description Calculates specific daily overtime using time category and
threshold parameters
Rule Classification Threshold
Rule Execution Type Update
Summation Level Day
Save Select
Submit Selected
Resubmit Selected

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 12: Rule Templates 65


4. Click Next.
a. On the Create Rule Template: Parameters page, specify the parameter type and
display name for the two parameters, as shown in this table.
Display Formula Parameter Name Parameter Type Display Name
Sequence
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

1 DEFINED_LIMIT Fixed number Daily Threshold


2 WORKED_TIME_CONDITION Time category Time Category
5. Click Next.
a. On the Create Rule Template: Outputs page, click the Add icon to insert a table row.
b. Complete the two existing and one new output parameters, as shown in this table.
Note: After inserting the row, the first time that you click a field, a comprehensive
bl e
message about all of the required fields missing values opens. Click OK to close the
fe r a
message and complete the fields.
t r a ns
Display
Sequence
Output Name Output
Group
Time Attribute
n n- Display Name
oValue
Type
s a
1 OUT_MEASURE_UNDER Output Measure
) a
h ideฺ Hours Under
Group: 1 om u
ฺ c n t G Threshold
3 OUT_MEASURE_OVER ฺ i b
Outputm Measure
d e Hours Over
i nGroup:S2tu
l a @ his Threshold
4
p pa se tOutput PayrollTimeType Data Over Pay Type
PAY_ATTRIBUTE_OVER
o
a ( jk to u Group: 2 source
al esection
c. On thepOutputs
p n se toolbar, click Reorder.
i o ic Display Sequence dialog box, use the Move selected items up
1) On thelReorder
K
h a ns one in list and Move selected items down one in list buttons to achieve the
J sequence specified in the preceding table.
2) Click OK.
6. On the Create Rule Templates: Outputs page, click Next.
a. On the Create Rule Template: Explanation page, in the Explanation field, enter
Compare the total daily hours identified by the time category
{WORKED_TIME_CONDITION} with the threshold {DEFINED_LIMIT}. For
hours under the threshold, leave the pay time type as is. For
hours over the threshold, set the pay time type to
{PAY_ATTRIBUTE_OVER}.
7. Click Next.
a. On the Review page, review the basic information, time card events that trigger rule,
parameters, outputs, and explanation.
b. Ensure that the outputs display sequence is as expected.
8. Click Save and Close.

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66 Practices for Lesson 12: Rule Templates


9. On the Confirmation dialog box, click OK.
10. On the Manage Rule Templates page, click Done.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

bl e
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Practices for Lesson 12: Rule Templates 67


Practice 12-2: Creating a Daily Overtime Calculation Rule

Overview
In this practice, you create a daily time calculation rule that calculates daily regular and overtime
payroll type time using an 8-hour threshold.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Assumptions
 Time: <10 Minutes
 Replace XX with your student number (TL1...TL20) as assigned by your instructor.

Prerequisites
Complete the following practice before beginning this one:
 bl e
12-1 Creating a Daily Overtime Calculation Rule Template
fe r a
an s
Tasks
n - t r
Signing In and Navigating a no
1. Ensure that you are signed in as Your.Implementor.) h
as eฺ
o m page id
uwith
c
ฺ ent
2. Ensure that you are on the Setup: Workforce Deployment G all tasks showing for
m
the Time and Labor functional area.
i nฺib Stud
Creating the Daily Overtime a l
Timea@ t h is Rule
Calculation
k o pp uRules.
s e
1. Click Manage Time
l a (j e to
Repository

o p pa Rules
2. On the Manage
c e s click the Create icon.
npage,
a. K
i li Rule dialog box, complete the fields, as shown in this table.
On the Create
s
n Field
Jha Value
Name XX Daily 8-Hr Threshold for Pay Types
Template Type Time calculation rule
Rule Template Name XX Daily Threshold for Pay Types
b. Click Continue.
3. On the Create Rule: XX Daily 8-Hr Threshold for Pay Types page, in the Description field,
enter Calculates daily regular and overtime payroll type daily time
using all regular time entries and an 8-hour threshold.
4. In the Rule Parameters section, Daily Threshold field, enter 8.
5. In the Time Category field, select XX PTT Regular.
6. In the Outputs section Over Pay Type value field, search for and select Overtime TL.
7. Click Save and Close.
8. On the Confirmation dialog box, click OK.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

68 Practices for Lesson 12: Rule Templates


Practice 12-3: Creating a Weekly Overtime Calculation Rule

Overview
In this practice, you create a weekly time calculation rule that calculates weekly regular and
overtime payroll type time using an 40-hour threshold.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Assumptions
 Time: <10 Minutes
 Replace XX with your student number (TL1...TL20) as assigned by your instructor.

Tasks

Signing In and Navigating


bl e
1. Ensure that you are signed in as Your.Implementor. fe r a
ans
2. Ensure that you are on the Manage Rules page.
n - t r
Creating the Weekly Overtime Time Calculation Rule a no
3. On the toolbar, click the Create icon. ) has ideฺ
ฺ c om ast shown
G u in this table.
a. On the Create Rule dialog box, complete the
ฺ i b m denfields,
Field
@ in Stu
Value

a l a XXthWkly is 40-Hr Threshold for Pay Types


pp use
Name
Template Type(j k o
l a e to Time calculation rule
pa ceName
RulepTemplate
o ns Weekly Threshold Template
b.i K
l i
a n s Click Continue.
Jh4. On the Create Rule: XX Wkly 40-Hr Threshold for Pay Types page, in the Description field,
enter Calculates weekly regular and overtime payroll type daily time
using all regular time entries and a 40-hour threshold.
5. In the Rule Parameters section, Threshold hours field, enter 40.
6. In the Time category for reported hours to compare to the threshold field, select XX
PTT Regular.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 12: Rule Templates 69


7. In the Outputs section, search for and select these output values:
Display Name Value
Pay Time Type attribute for Regular TL
calculated hours below the
threshold
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Pay Time Type attribute for Overtime TL


calculated hours above the
threshold

8. Click Save and Close.


9. On the Confirmation dialog box, click OK.
10. On the Manage Rules page, click Done.
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70 Practices for Lesson 12: Rule Templates


Practice 12-4: Creating an Overtime Calculation Rule Set

Overview
In this practice, you create a time calculation rule set and add the new overtime time calculation
rule. The time calculation rule set classifies any reported time that exceeds 8 hours a day as
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

overtime for the payroll time consumer.

Assumptions
 Time: <10 Minutes
 Replace XX with your student number (TL1...TL20) as assigned by your instructor.

Prerequisites
Complete the following practices before beginning this one: bl e
fe r a
 12-1 through 12-2
ans
n - t r
Tasks
a no
Signing In and Navigating
) has ideฺ
1. Ensure that you are signed in as Your.Implementor.
ฺ c om t Gu
i b mDeployment
d e npage with all tasks showing for
2. Ensure that you are on the Setup: Workforce ฺ
in Stu
the Time and Labor functional area.
l @
a this
a
pp RuleusSete
Creating a Time Calculation
k o
(jRepository
l a e to Rule Sets.
ppa lRule s
1. Click Manage Time
2. On theoManage c e nSets
i K i page, click the Create icon.

h a nsa. On the Create Rule Set dialog box, complete the fields, as shown in this table.
J Field Value
Name XX Payroll
Rule Set Type Time calculation rule
Effective Start Date January 1 of the current year
b. Click Continue.
3. On the Create Rule Set: XX Payroll page, in the Description field, enter Calculates
time data for the payroll time consumer.
4. In the Rule Set Members section, add these rules with the default member type Rule:
 XX Daily 8-Hr Threshold for Pay Types
 XX Wkly 40-Hr Threshold for Pay Types
5. Click Save and Close.
6. On the Confirmation dialog box, click OK.
7. On the Manage Rule Sets page, click Done.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 12: Rule Templates 71


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bl e
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72 Practices for Lesson 12: Rule Templates


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ble
fe r a
an s
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a no
Practices h
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forasLessoneฺ 13:
i d
Worker
ฺ c omTimet G u
Processing
i b e n
m dProfiles

in StuSetup
l @
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a
pp use
k o
(j e to
l a
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Jha
Practices for Lesson 13: Overview

Overview
In these practices, you create a worker time processing setup profile and then correct the
worker’s time processing profile assignment.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Prerequisites
The practices in this course build upon each other. If you are skipping them or performing them
out of sequence, you may not be able to successfully complete the tasks in this and other
practices.
Note: Throughout this class, use the Chrome browser to access the application.

ble
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n - t r
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74 Practices for Lesson 13: Worker Time Processing Setup Profiles


Practice 13-1: Creating the Weekly Payroll Worker Time Processing
Profile

Overview
In this practice, you create a worker time processing setup profile that uses these setup objects
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

that you created in previous practices:


 Required weekly repeating time period
 Time entry minimum rule
 Daily and weekly overtime calculation rules
 Group
Note: Please wait until your instructor directs you to start this activity. Students will need to do
this activity one at a time.
bl e
fe r a
Assumptions
ans
 Time < 10 Minutes n - t r
 a no
Replace XX with your student number (TL1...TL20) as assigned by your instructor.

Prerequisites ) has ideฺ


c o m Gu
Complete the following practices before beginningm ฺ
this one: nt
e
i b
nฺ Stud
 10-1 through 12-3 i
a l a@ this
Tasks
k o pp use
l a (j se to
Signing In andaNavigating
o ppyouliare
c n
esigned
s i K
1. Ensure that in as Your.Implementor.
2. nEnsure that you are on the Setup: Workforce Deployment page with all tasks showing for
Jha the Time and Labor functional area.
Creating the Worker Time Processing Setup Profile
1. Click Manage Worker Time Processing Profiles.
2. On the Manage Worker Time Processing Setup Profiles page, click the Create icon.
a. On the Create Worker Time Processing Profile: Profile Values page, complete the
fields, as shown in this table.
Field Value
Profile Name XX Weekly Payroll
Description Process weekly time data for the payroll consumer
Effective Start Date January 1 of the current year
Time Card Period XX Weekly Starting Monday

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 13: Worker Time Processing Setup Profiles 75


Time Consumer Set XX Payroll Only
Time Calculation Rule Set XX Payroll
Time Entry Rule Set XX Weekly Under 32 Pay Hrs Warn
3. Click Next.
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a. On the Create Worker Time Processing Setup Profile: Group Assignments page, add
XX FTR and Grade for Supervisor.
4. Click Next.
On the Create Worker Time Entry Setup Profile: Profile Priority page:
a. Confirm that your time entry setup profile is selected in the Priority Order section.
b. On the section toolbar, click Move to Top.
5. Click Next.
ble
a. On the Create Worker Time Processing Setup Profile: Review page, review the profile
fe r a
details, time processing options, and group assignments.
ans
6. Click Save and Close. n - t r
7. On the Confirmation dialog box, click OK. a no
hasclickidDone.
8. On the Manage Worker Time Processing Setup Profiles)page, eฺ
ฺ c om t Gu
ฺ i b m den
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k o pp use
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Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

76 Practices for Lesson 13: Worker Time Processing Setup Profiles


Practice 13-2: Troubleshooting the Weekly Payroll Worker Time
Processing Profile Assignment

Overview
Note: Verify that your worker is in the correct time processing profile. If not, complete the steps
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

in this practice.
In this practice, as the HR specialist, you correct the worker’s time processing profile
assignment because your payroll worker complained that the time card is not correct. You
individually assign a profile to a worker and this individual assignment overrides all group
membership associations.

Assumptions
 bl e
Time < 10 Minutes
fe r a
 Replace XX with your student number (TL1...TL20) as assigned by your instructor.
ans
n - t r
Prerequisites
a no
Complete the following practices before beginning this one:
) h as eฺ
 8-2 Creating the Full-Time Regular and Grade for mSupervisor d
uiGroup
 10-1 through 13-1 c o
ฺ ent G
i b m
i nฺ Stud
Tasks
a l a@ this
Signing In and Navigating k o pp use
1. Sign out anda l a in(jas stheeHR
tospecialist, Curtis.Feitty.
pp licen
sign
o
i K the Group Assignment
s
Overriding
n
Jh1.a Click My Workforce > Time Management
2. On the Time Management work area, Tasks panel tab, click Manage Worker Time
Processing Setup Profiles.
3. On the Manage Worker Time Processing Setup Profiles page, click Troubleshoot.
4. On the Troubleshoot Worker Time Processing Profile page, in the Person Name field, enter
Your.Worker using the format Lastname Firstname.
5. Click Search.
6. Ensure that your payroll worker is selected in the Search Results section.
7. Click Assign Profile to Person.
a. On the Assign Profile to Person dialog box, in the Profile Name field, select XX
Weekly Payroll.
b. In the From Date field, select January 1 of the current year.
c. Click OK.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 13: Worker Time Processing Setup Profiles 77


On the Troubleshoot Worker Time Processing Profile page, note that the XX Weekly Payroll
profile has an Override assignment type and gets the highest priority.
8. Click Save and Close.
9. On the Confirmation dialog box, click OK.
10. On the Manage Worker Time Entry Setup Profiles page, click Done.
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ble
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78 Practices for Lesson 13: Worker Time Processing Setup Profiles


Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

ble
fe r a
ans
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a no
Practices h
)
forasLessoneฺ 14:
i d
Payroll
ฺ c omTimet G u
Entry, Error and
i bException n
m de Resolution,
i n ฺ tu
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p a la thApprovals, and Transfer
p e
( j ko to us
p a la nse
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n
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Practices for Lesson 14: Overview

Overview
In these practices, you complete the following tasks:
 As your worker, you schedule absences, enter worked time, and submit the time card.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

 As a line manager, you approve a time card submitted by one of your workers.
 As a payroll administrator, you transfer payroll time data for payment.

Prerequisites
The practices in this course build upon each other. If you are skipping them or performing them
out of sequence, you may not be able to successfully complete the tasks in this and other
practices.
ble
Note: Throughout this class, use the Chrome browser to access the application.
fe r a
ans
n - t r
a no
) has ideฺ
ฺ c om t Gu
ฺ i b m den
@ in Stu
a l a this
k o pp use
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o ppa licens
n s iK
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Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

80 Practices for Lesson 14: Payroll Time Entry, Error and Exception Resolution, Approvals, and Transfer
Practice 14-1: Entering Time

Overview
In this practice, as your payroll worker, you complete the following tasks:
 Enter worked time for Monday, Tuesday, and Wednesday.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

 Enter sick time on Wednesday and vacation time on Thursday and Friday of the
current week.

Assumptions
 Time < 15 Minutes

Prerequisites
Complete the following practices before beginning this one: bl e
fe r a
 5-1 through 7-1
ans
 8-2 through 13-2
n - t r
Tasks a no
) has ideฺ
Signing In and Navigating
ฺ c om t Gu
1. Sign out and sign in as Your.Worker. ibm d e n

in Stu
l @
a this
Validating Time Entry Access a
pp use
Restrictions
k o
(j e to
1. Click About Me > Time.
l
2. In the Time work a
a encalendar
area s Weekly mode, use the Previous icon to go back three
p p
weeks.o
i K lic
3. ns
Click Thursday of that week, which causes an Error dialog box to open with a message
J h a informing you that your profile settings do not permit you to perform this action.
4. Click OK.

Entering Worked Time on the Calendar


1. On the calendar, click Today.
2. On the current week, click the Next icon.
3. On the calendar for next week, drag and drop the Regular button on Monday.
a. Verify that YourWorker has the h:mm a time entry format by clicking in a Start or
Stop field.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 14: Payroll Time Entry, Error and Exception Resolution, Approvals, and Transfer 81
If your format is correct, skip to step 3b. If you need to set the time entry format,
complete these steps:
1) On the Settings and Actions menu, select Set Preferences….
2) On the Tasks pane, click Regional.
3) On the Regional page, in the Time Format field, select h:mm a.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

4) Click Save and Close.


5) On the global header, click the Home icon.
6) On the home page, click About Me – Time.
7) Repeat step 3.
8) Continue to 3b.
b. On the Report Time dialog box, complete the fields, as shown in this table.
Field Value ble
fe r a
Daily Start Time 8:30 AM
ans
Daily Stop Time 4:30 PM n - t r
n o
c. Click Save and Close. s a
The time consumer set in your worker's time processing ) haprofile
i d eฺ time entries
validates
c m time
oinitiates G uentry validation. If
on save and submit. Clicking Save and Close
m ฺ
it creates e an
t
validation does not find any exceptions,
n ฺ i b t u d time card with an Entered status.
4. On the calendar, drag and drop the i
@Regular S on Tuesday.
button
l a h i s
a. On the Report Time dialog
o p pa box,serepeat
t steps 3 b and c.
u using the time card.
jk moretotime
In the next activity, you(enter
a
l nse
Entering o ppa lTime
Worked i ce on the Time Card
i K
1. ns
a On the Actions panel tab, click Manage Time Cards.
Jh2. On the Manage Time Cards page, click the time card period for the time that you just
entered on the calendar.
3. On the Edit Time Card: Report Time page, Time Entry tab, confirm that the first column is
Work Hours Type. You can drag and drop the column to place it first.
4. In the Regular row, click the Additional Attributes icon.
a. On the Enter Additional Attributes dialog box, in the Cost Center field, select 100.
b. Click OK.
5. On the Edit Time Card: page, complete the Wed fields, as shown in this table:
Field Value
Start 8:30 AM
Stop 2:30 PM

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82 Practices for Lesson 14: Payroll Time Entry, Error and Exception Resolution, Approvals, and Transfer
6. Click the Daily Comments icon.
a. On the Comments dialog box, in the Wed Daily Comments field, enter Doctor
appointment at 4 PM.
b. Click OK.
7. On the Edit Time Card: page, click the Daily Details icon.
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a. On the Daily Attributes dialog box, in the All Days XX Meal Taken field, select Yes.
b. Confirm that Mon, Tue, and Wed XX Meal Taken fields now show Yes.
c. Click OK.

Entering Absence Time on the Time Card


1. On the Edit Time Card: Report Time page, Time Entry toolbar, click Add Row Below
a. In the second row Work Hours Type field, select Sick.
bl e
b. Complete the Wed fields, as shown in this table.
fe r a
ans
Field Value
n - t r
Start 2:30 PM
a no
Stop 4:30 PM
) has ideฺ
2. On the Edit Time Card: page toolbar, click Add ฺRowc om Below t G u
i b m d e n

a. In the third row Work Hours Type field, select Vacation.
iasn shownSintuthis table.
@
a this
b. Complete the Thu and Fri fields,
l
a
pp use Value
Field
k o
(j e to
Start la 8:30 AM
p a
pStop lice n s
i K o 4:30 PM

h a
3. nsClick Save and Close.
J 4. On the warning message that worked hours for the period are less than 32 hours, click OK.
5. On the Confirmation dialog box, click OK.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 14: Payroll Time Entry, Error and Exception Resolution, Approvals, and Transfer 83
Practice 14-2: Editing and Submitting the Saved Time Card

Overview
In this practice, as your worker, you edit and submit the saved time card.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Assumptions
 Time < 10 Minutes

Prerequisites
Complete the following practices before beginning this one:
 5-1 through 7-1
 8-2 through 14-1
ble
Tasks fe r a
ans
n - t r
no
Signing In and Navigating
a
1. Ensure that you are signed in as Your.Worker.
) h as eฺ
2. Ensure that you are on the Manage Time Cards page.
c o m Guid
m ฺ ent
Editing the Saved Time Card i b
nฺ Stud
i
a l
1. Click the time card period of youra@
saved time
t h iscard.
2. On the warning messagepthat
o p worked s ehours for the period are less than 32 hours, click OK.
k
(j page, u
toin the Worked row, edit Mon, Tue, and Wed stop times to be
6:30 PM. pa
l a
3. On the Edit Time Card:
e
o p licens
n s i Kthe Daily Comments icon.
4. Click

Jha a. On the Comments dialog box, in the Wed Daily Comments field, edit the comment to
be Doctor appointment rescheduled.
b. Click OK.
5. Delete the Sick row.
6. On the Warning dialog box, click Yes.
7. On the Edit Time Card: page, click Next.
a. On the warning message that worked hours for the period are less than 32 hours, click
OK.
Note: Due to an issue with our training instance, you might see duplicate instances of
the same error message. The duplicate messages do not affect the tasks that you
complete in this demonstration or later demonstrations that depend on this one.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

84 Practices for Lesson 14: Payroll Time Entry, Error and Exception Resolution, Approvals, and Transfer
b. Confirm that the Calculated Time table looks like this:
Payroll Mon Tue Wed Thu Fri Sat Sun Time
Time Hours Hours Hours Hours Hours Hours Hours Entry
Type Totals
Overtime 2.00 2.00 2.00 6.00
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Regular 8.00 8.00 8.00 24.00


Vacation 16.00
Daily 10.00 10.00 10.00 8.00 8.00
Totals
Total Hours: 46.00
8. On the Edit Time Card: Review Time page, click Submit.
bl e
9. On the Confirmation dialog box, click OK. fe r a
ans
10. On the Manage Time Cards page, your time card should have a status of Submitted.
n - t r
a no
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Practices for Lesson 14: Payroll Time Entry, Error and Exception Resolution, Approvals, and Transfer 85
Practice 14-3: Approving Payroll Time

Overview
In this practice, as a line manager, you approve a time card submitted by one of your workers.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Assumption
 Time < 10 Minutes

Prerequisites
Complete the following practices before beginning this one:
 5-1 through 7-1
 8-2 through 14-2
ble
Tasks fe r a
ans
n - t r
no
Signing In and Navigating
1. Sign out and sign in as Your.Approver. Use the activity data a
s for your student number
h a ฺ
that is provided in Lesson 1 “Oracle Fusion HCM Time and
m ) Labor u de Overview” to
iCourse
obtain the sign in value. o
ฺc ent G
m
Approving Time Cards i nฺib Stud
1. On the global header, clickpthea a@ this icon.
lNotifications
o p dialog
u s e
( j k
2. On the Pending Notifications
t o box, click the most recent approval notification for your
worker. a
al ense
p p c Time Entries for YourWorker… dialog box, review the time entries.
3. On theoApproveliPayroll
i K
4. ns
J a a. On the Create Comment dialog box, enter the comment Thanks for helping out
In the Comments section header, click the Create icon.
h
the team!
b. Click OK.
5. On the Approval of Payroll Time Entries… page, click Approve.

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86 Practices for Lesson 14: Payroll Time Entry, Error and Exception Resolution, Approvals, and Transfer
Practice 14-4: Transferring Time Data to Global Payroll

Overview
In this practice, as a payroll administrator, you transfer payroll time data.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Assumptions
 Time < 10 Minutes
 Replace XX with your student number (TL1 .. TL20) as assigned by your instructor.

Prerequisites
Complete the following practices before beginning this one:
 5-1 through 7-1
bl e
 8-2 through 14-3
fe r a
ans
Tasks
n - t r
Signing In and Navigating a no
) has ideฺ
1. Sign out and sign in as the payroll administrator Brian.Joseph.
ฺ c om t Gu
Initiating Time Transfer
ฺ i b m den
@ in Stu
1. Click Payroll > Checklists.
a l a this
2. On the Payroll Checklist p
o p area,sTasks
work e panel tab, click Submit a Payroll Flow.
a. On the Submit(a k u
j PayrolltFlow:
o Select Flow Pattern page, in the Legislative Data
l a
a select e
Grouppfield,
o p c e nsUS Legislative Data Group.
b. K
i i
In the Flow lPattern section, select Load Time Card Batches.
s
3. nClick Next.
Jha a. On the Submit a Payroll Flow: Enter Parameters page, in the Payroll Flow field, enter
XX TL Weekly.
b. In the Interface Type field, search for and select ORACLE FUSION TIME AND
LABOR.
4. Click Next.
5. On the Submit a Payroll Flow: Enter Flow Interaction page, click Next.
6. On the Submit a Payroll Flow: Schedule page, click Next.
a. On the Submit a Payroll Flow: Review page, review the flow details, parameter details,
flow interaction, and schedule.
7. Click Submit.
8. On the Confirmation dialog box, click OK and View Checklist.
9. On the Payroll Flow: XX TL Weekly page, Task Details tab, Upload File row, click the Go
to Task icon.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 14: Payroll Time Entry, Error and Exception Resolution, Approvals, and Transfer 87
10. On the Upload File page, click Done to complete the submission and initiate the time data
transfer.
You should see a green check mark in the Upload File row, Task Type column. If not, on
the toolbar, click the Refresh icon intermittently until you do.
11. On the Payroll Flow: XX TL Weekly page, click Done.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

12. On the Payroll Checklist page, search for XX TL Weekly.


13. Confirm that the Status is a green check mark. If it isn't, intermittently click Search until it is.

Viewing the Transferred Time


1. On the springboard strip, click Payroll Calculations.
2. Click the Search Person task tab.
3. In the Keywords field, enter YourWorker using the format Lastname, Firstname.
bl e
4. Click the Search icon.
fe r a
5. On the Actions menu for your worker, select Manage Calculation Cards.
t r a ns
6. On the YourWorker: Manage Calculation Cards page, click Time Cards.n-
7. On the Manage Calculation Cards: Time Cards page, complete these a nosteps to view the
) has day
regular and overtime hours transferred for your worker for each
i d
of ฺnext week.
e
a. In the Effective As-of Date field, select Monday o m u
of next week.
G
b. In the Calculation Components section, m
ฺc ent TL.
i ฺibthe Enterable
nclick
select Regular
t ud Calculation Values on
c. In the Regular TL: Details section,
@ his S
Calculation Cards tab. ala
o p p se tot Monday of the next week.
d. View the time entry
a ( jk to u
corresponding

a l nComponents
e. In the Calculation
p s e section, select Overtime TL.
o
f. View pthe time
l i e corresponding to Monday of the next week.
centry
K
i steps 10a through f to view time entries corresponding to Tuesday, Wednesday,
sRepeat
n
8.
Jha and Thursday of next week, by changing the Effective As-of Date value.
9. Click Done.

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88 Practices for Lesson 14: Payroll Time Entry, Error and Exception Resolution, Approvals, and Transfer
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

ble
fe r a
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n - t r
a no
Practices h
) asLesson
for eฺ 15: Web
i d
Clocks
ฺ c omButtons
t G u
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Practices for Lesson 15: Overview

Overview
In these practices, you complete the following tasks:
 Create web clock buttons
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

 Update the payroll layout set


 Enter time using the web clock interface
 Generate and view the web clock time card

Prerequisites
The practices in this course build upon each other. If you are skipping them or performing them
out of sequence, you may not be able to successfully complete the tasks in this and other
bl e
practices.
fe r a
an s
Note: Throughout this class, use the Chrome browser to access the application.
n - t r
a no
) has ideฺ
ฺ c om t Gu
ฺ i b m den
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a l a this
k o pp use
l a (j e to
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Jha

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90 Practices for Lesson 15: Web Clocks Buttons


Practice 15-1: Creating Web Clock Buttons

Overview
In this practice, you create web clock buttons that store values for the clock events and Payroll
Time Type time attribute.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Assumptions
 Time: <15 minutes
 Replace XX with your student number (TL1...TL20) as assigned by your instructor.

Tasks

Signing In and Navigating


bl e
fe r a
1. Sign out and sign in as Your.Implementor.
ans
2. Ensure that you are on the Setup: Workforce Deployment page with all tasks showing for
n - t r
the Time and Labor functional area.
a no
Creating the Web Clock Buttons ) has ideฺ
ฺ c om t Gu
1. Click Manage Time Entry Layout Components.
i b n
m the dCreate
e
2. On the Manage Layout Components page,
i ฺ
n Stu click icon.
l
a. On the Create Layout Component
a a@ dialog
t h is box, select the Web clock buttons option.
b. Click OK.
k o pp use
3. a
On the Create lWeb (jClockeButtons:
to Buttons Definition page, complete the general properties
pa incthis
fields, aspshown
o e s
ntable.
iK li
nsField Value

Jha Name XX ShftBrkMealShft


Description Shift Start, Break, Meal, and Shift
Stop buttons

4. On the Display Value and Multiple Attribute Definition section toolbar, click Add Time
Attribute.
a. On the Add Time Attribute dialog box, complete the fields, as shown in this table.
Field Value
Attribute Display Sequence 5
Time Attribute Payroll Time Type
Unfiltered Data Source for List of Payroll Time Types for
Setup Tasks Administrator
Required for attribute Deselect
definition structure

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 15: Web Clocks Buttons 91


b. Click OK.
5. On the Buttons Definition page toolbar, click the Add icon five times to insert five table
rows.
6. Complete the row fields, as shown in this table.
Row Button Label Clock Event Payroll Time Type
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

1 Start Shift In Regular TL US Legislative


Data Group
2 Out for Break Out and In Regular TL US Legislative
Data Group
3 Back from Break Out and In Regular TL US Legislative
Data Group
4 Out for Meal Out and In
bl e
5 Back from Meal Out and In Regular TL US Legislative fe r a
an s
Data Group
n - t r
6 Stop Shift Out
no
Regular TL US Legislative
a
haon sData Group

7. )
In the Display Properties section, select the Enable override i d eฺ check box.
layouts
8. Click Next. ฺ c om t Gu
i b e n
mFielddDefinition
9. On the Create Web Clock Buttons: Dependent
i ฺ
n Stu page, click Next.
a@ tReview
a. On the Create Web Clock lButtons:
a h is page, review the general properties, display
pp definition,
value and multiple attribute
k o u s e time attribute dependencies, and display
properties. (j
l a e to
10.
p a Close.
Click Savepand
e ns
o c
li dialog box, click OK.
K Confirmation
11.
nsOni the
Jha
12. On the Manage Layout Components page, click Done.

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92 Practices for Lesson 15: Web Clocks Buttons


Practice 15-2: Updating the Payroll Layout Set

Overview
In this practice, you update the payroll layout set created in a previous practice to configure the
web clock layout.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Assumptions
 Time < 15 minutes
 Replace XX with your student number (TL1...TL20) as assigned by your instructor.

Prerequisites
Complete the following practice before beginning this one:
bl e
 7-1 Configuring the Absence and Payroll Layout Set
fe r a
 15-1 Creating Web Clock Buttons ans
n - t r
Tasks
a no
) h as eฺ
Signing In and Navigating
c o m Guid
m ฺ ent
1. Ensure that you are signed in as Your.Implementor.
i b ud page with all tasks showing for
nฺ Deployment
t
i
2. Ensure that you are on the Setup: Workforce
S
a l a@ this
the Time and Labor functional area.

k o pp use
Updating the Payroll(jLayouttSet o
l a e
o ppaTime
1. Click Manage
i c e ns Sets.
Layout
2. sOni K ManagelLayout
the Sets page, search for and click XX Absence and Payroll.
a n
Jh3. On the Warning dialog box, click Yes.
4. On the Generate Layout Set page, select the Web clock check box.
5. Click Update Layout Set.
6. On the Edit Layout Set: XX Absence and Payroll page, in the Web Clock Layout row, click
the Configure Layout icon.
7. On the Configure Web Clock Layout page, click Edit Layout.
a. On the Edit Layout guided process dialog box, select Hide seconds on clock and
Enable button logic rule.
8. Click Next.
a. On the Buttons page of the dialog box, in the Button Grid Layout field, select 3
buttons per row.
b. On the Warning dialog box, click Yes.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 15: Web Clocks Buttons 93


c. In the left field of the first button grid row, click Add.
1) On the Add Web Clock Button dialog box, complete the fields, as shown in this
table:
Field Value
Web Clock Layout Component XX ShftBrkMealShft
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Button Start Shift


Logic Rule Sequence 1
Icon Clock In
2) Click Save and Close.
d. On the Edit Layout dialog box, in the middle field of the first button grid row, click Add.
1) On the Add Web Clock Button dialog box, complete the fields, as shown in this bl e
table: fe r a
an s
Field Value
n - t r
Web Clock Layout Component a no
XX ShftBrkMealShft
Button )
Out for Break has ideฺ
2 ฺco
m Gu
Logic Rule Sequence
m e n t
i b
nฺ Break t ud
Icon i S
2) Click Save and Close. a l a@ this
k o pp box, u s ethe right field of the first button grid row, click Add.
aAdd(j Web
e. On the Edit Layout dialog in
1) On a l e to Button dialog box, complete the fields, as shown in this
o p cens
the
ptable:
Clock

i K li
an s Field Value
Jh Web Clock Layout Component XX ShftBrkMealShft
Button Back from Break
Logic Rule Sequence 3
Icon Break
2) Click Save and Close.
f. On the Edit Layout dialog box, in the left field of the second button grid row, click Add.
1) On the Add Web Clock Button dialog box, complete the fields, as shown in this
table:
Field Value
Web Clock Layout Component XX ShftBrkMealShft
Button Out for Meal

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94 Practices for Lesson 15: Web Clocks Buttons


Logic Rule Sequence 4
Icon Meal
2) Click Save and Close.
g. On the Edit Layout dialog box, in the middle field of the second button grid row, click
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Add.
1) On the Add Web Clock Button dialog box, complete the fields, as shown in this
table:
Field Value
Web Clock Layout Component XX ShftBrkMealShft
Button Back from Meal
Logic Rule Sequence 5 bl e
fe r a
Icon Meal
ans
2) Click Save and Close. n - t r
h. a no
On the Edit Layout dialog box, in the right field of the second button grid row, click
Add.
) has ideฺ
m Gtheufields, as shown in this
1) On the Add Web Clock Button dialog box,ocomplete
c
m ฺ e n t
table:
i b
nฺ Value t ud
i S
Field
a l a@ this
Web Clock Layout
k o ppComponent
u s e XX ShftBrkMealShft
Buttonla (
j to
a
p Rule n s e Stop Shift

o pLogic l i c eSequence 6
n s iK
Jha
Icon Clock Out
2) Click Save and Close.
9. On the Edit Layout dialog box, click Save and Close.
10. On the Configure Web Clock Layout page, Save menu, select Save and Close.
11. On the Edit Layout Set: XX Absence and Payroll page, click Save and Close.
12. On the Confirmation dialog box, click OK.
13. On the Manage Layout Sets page, click Done.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 15: Web Clocks Buttons 95


Practice 15-3: Entering Time with the Web Clock

Overview
In this practice, you enter time by using the web clock interface.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Assumptions
Time < 15 minutes

Prerequisites
Complete the following instructor demonstrations before beginning this one:
 7-1 Configuring the Absence and Payroll Layout Set
 e
bl
8-2 Creating the Full-Time Regular and Grade for Supervisor Group
 15-1 through 15-2
fe r a
an s
Tasks
n - t r
n o
a
Setting the System Date and Time
) h as eฺ
1. On the Start task bar click the time to show the calendar
c o uid
m andGclock.
2. Click Change date and time settings to open the
m ฺ Dateenand
t Time dialog box.
i b
nฺdate S t d to open the Date and Time
utime…
3. On the Date and Time tab, click Change i and
Settings dialog box.
a l a@ this
4. In the calendar under theo p field,seselect Monday two weeks from now.
pDate
( k
j 8:30 tAM.
o u
a
al ense
5. In the Time field, enter
6. Click OK.p p
7. s i
Leave
ic Time dialog box open so that you can complete the Entering Time
Kothe Date land
n
Jha Using the Web Clock task,
Signing In and Navigating
1. Sign out and sign in as Your.Worker.

Entering Time Using the Web Clock


1. On the Time and Labor application Home page, click About Me – Web Clock.
2. On the Web Clock page, confirm that the digital clock at the top reflects the new system
date and time.
3. Click the Start Shift button.
4. Set the system time to 10:30 AM.
5. Wait until the digital clock at the top reflects the new system date and time.
6. Click the Out for Break button.
7. Set the system time to 10:45 AM.
8. Wait until the digital clock at the top reflects the new system date and time.

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96 Practices for Lesson 15: Web Clocks Buttons


9. Click the Back from Break button.
10. Set the system time to 12:30 PM.
11. Wait until the digital clock at the top reflects the new system date and time.
12. Click the Out for Meal button.
13. Set the system time to 1:30 PM.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

14. Wait until the digital clock at the top reflects the new system date and time.
15. Click the Back from Meal button.
16. Set the system time to 4:30 PM.
17. Wait until the digital clock at the top reflects the new system date and time.
18. Click the Stop Shift button.
19. On the Date and Time dialog box, click Cancel.

bl e
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k o pp use
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n s iK
Jha

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Practices for Lesson 15: Web Clocks Buttons 97


Practice 15-4: Generating and Viewing the Web Clock Time Card

Overview
In this practice, you generate the time card from the web clock and review the time entries.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Assumptions
 Time < 5 minutes
 Replace XX with your student number (TL1...TL20) as assigned by your instructor.

Prerequisites
Complete the following practices before beginning this one:
 7-1 Configuring the Absence and Payroll Layout Set
bl e
 8-2 Creating the Full-Time Regular and Grade for Supervisor Group
fe r a
 an s
15-1 through 15-3
n - t r
Tasks
a no
) h as eฺ
Signing In and Navigating
c o m Guid
1. Sign out and sign in as Your.Approver. mฺ n t
i b e
i nฺ Stud
Generating the Web Clock Time
l @ his
aCard
p a
p Management.
e t
1. Click My Workforce –o Time
jknot have u s
a (
If your approver does t o the My Workforce icon, click Navigator > Time
Management.
p p al ense
2. On i K
the lic
oTime Management work area, Tasks panel tab, click Manage Scheduled
n s
Jh3.a On the Manage Scheduled Processes page, click Schedule New Process.
Processes.

a. In the Schedule New Process dialog box, search for and select Generate Time Cards
from Time Collection Device.
b. Click OK.
c. On the Process Details dialog box, click Submit.
d. On the Confirmation dialog box, click OK.
4. On the Manage Scheduled Processes page, click the Refresh icon to confirm that the
process Succeeded.
5. Click Done.

Viewing the Web Clock Time Card


1. Click the Manage Time Cards tab.
2. In the Manage Time Cards page, search for and select your XX FTR and Grade for
Supervisor group.

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98 Practices for Lesson 15: Web Clocks Buttons


3. In the From Date field, select Monday two weeks from now.
4. In the To Date field, select Monday three weeks from.
5. Click Search.
6. In the Search Results section, check the time card period for two weeks from now. Notice
that the status is Entered because you reported time for only one day.
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7. Click the time card period.


a. On the Warning dialog box identifying insufficient rest periods, click OK.
b. On the Edit Time Card page, notice the payroll time types for the various time entries.
Although you didn't see the time attribute values on the web clock, the time card
includes them because of the web clock button definitions.
c. Click Cancel.
d. On the Warning dialog box, click Yes.
bl e
8. On the Manage Time Cards page, delete the time card for two weeks from now to avoid
fe r a
possible issues with later practices.
ans
9. On the Warning dialog box, click Yes. n - t r
10. On the Confirmation dialog box, click the Close icon. a no
) has ideฺ
ฺ c om t Gu
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a l a this
k o pp use
l a (j e to
o ppa licens
n s iK
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Practices for Lesson 15: Web Clocks Buttons 99


Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

bl e
fe r a
an s
n - t r
a no
) has ideฺ
ฺ c om t Gu
ฺ i b m den
@ in Stu
a l a this
k o pp use
l a (j e to
o ppa licens
n siK
Jha

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100 Practices for Lesson 15: Web Clocks Buttons


Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

ble
fe r a
ans
n - t r
a no
Practices h
) asLesson
for eฺ 16: Time
i d
om tDevice
Collection
ฺ c G u Setup
ฺ i b m den
@ in Stu
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Practices for Lesson 16: Overview

Overview
In these practices, your instructor creates lookup codes for the device supplier and device
supplier events lookup types and sets shift limits. You create time device event mappings and
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

mapping sets as well as time device and submission rules and rule sets.

Prerequisites
The practices in this course build upon each other. If you are skipping them or performing them
out of sequence, you may not be able to successfully complete the tasks in this and other
practices.
Note: Throughout this class, use the Chrome browser to access the application.
bl e
fe r a
ans
n - t r
a no
) has ideฺ
ฺ c om t Gu
ฺ i b m den
@ in Stu
a l a this
k o pp use
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102 Practices for Lesson 16: Time Collection Device Setup


Instructor Practice 16-1: Creating a Time Collection Device Supplier
Lookup Code

**********Warning: This practice must be done by only your instructor.**********


If you are taking this class as live virtual classroom or instructor-led training, your instructor
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

creates the supplier device lookup code. If you are taking this class as training on demand,
complete the following task.

Overview
In this practice, your instructor creates a supplier device.

Assumptions
bl e
 Time < 10 minutes
fe r a
 Replace XX with your student number (TL1...TL20) as assigned by your instructor.
ans
n - t r
Tasks
a no
Signing In and Navigating
) has ideฺ
1. Ensure that you are signed in as Your.Implementor. ฺ c om t Gu
i b n
m deMaintenance….
2. On the Settings and Actions menu, select ฺ
in St Setupuand

l
3. In the Setup field, click Workforce @
a this
Deployment.
4. In the Functional Areas list,
a
ppselectusTime
e and Labor.
k o
(j All
l a
5. In the Show field, select
e to
Tasks.

o p pa cens
Creating
s i Kthe TimeliCollection Device Supplier Lookup Code
1. nIn the Task list, click Manage Workforce Management Lookups.
Jha2. On the Manage Workforce Management Lookups page, click
ORA_HWM_TCD_SUPPLIERS.
3. On the ORA_HWM_TCD_SUPPLIERS: Lookup Codes section toolbar, click the New icon
to insert a table row.
4. In the inserted row, complete the lookup code details, as shown in this table:
Field Value
Lookup Code BADGE_READERS_INC
Enabled Yes
Start Date 1/1/16
End Date 12/31/18
Meaning Badge Readers Inc.
Description Badge reader supplier

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 16: Time Collection Device Setup 103


5. Click Save and Close.
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bl e
fe r a
ans
n - t r
a no
) has ideฺ
ฺ c om t Gu
ฺ i b m den
@ in Stu
a l a this
k o pp use
l a (j e to
o ppa licens
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Jha

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104 Practices for Lesson 16: Time Collection Device Setup


Instructor Practice 16-2: Creating Supplier Device Event Lookup
Codes

**********Warning: This practice must be done by only your instructor**********


If you are taking this class as live virtual classroom or instructor-led training, your instructor
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

creates the supplier device. If you are taking this class as training on demand, please complete
the following task.

Overview
In this practice, your instructor creates the device supplier events.

Assumptions
bl e
 Time < 10 minutes
fe r a
ans
Prerequisites
n - t r
Complete the following practice before beginning this one:
a no
s
haCode
 16-1 Creating a Time Collection Device Supplier Lookup
) i d eฺ
Tasks ฺ c om t Gu
ฺ i b m den
Signing In and Navigating
@ in Stu
a l t h is
ain as Your.Implementor.
k o pp use
 Ensure that you are signed

l a (j are on
 Ensure that you
e to Manage Workforce Management Lookups page.
the

Creating o ppa liDevice


Supplier c ens Event Lookup Codes
1. ns
iK
Click ORA_HWM_TCD_SUPPLIER_EVENTS.
Jh2.a On the ORA_HWM_TCD_SUPPLIER_EVENTS: Lookup Codes section toolbar, click the
New icon to insert a row.
3. In the inserted row, complete the lookup code details, as shown in this table:
Field Value
Lookup Code BADGE_READERS_INC_IN
Display Sequence 1
Enabled Yes
Start Date 1/1/16
End Date 12/31/18
Meaning Badge in
Description In event from Badge Readers Inc. device
4. On the section toolbar, click the New icon to insert another row.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 16: Time Collection Device Setup 105


5. In the inserted row, complete the lookup code details, as shown in this table:
Field Value
Lookup Code BADGE_READERS_INC_OUT
Display Sequence 2
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Enabled Yes
Start Date 1/1/16
End Date 12/31/17
Meaning Badge out
Description Out event from Badge Readers Inc.
device
bl e
6. Click Save and Close
fe r a
7. On the Manage Workforce Management Lookups page, click Done. ans
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a no
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Jha

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106 Practices for Lesson 16: Time Collection Device Setup


Practice 16-3: Creating Time Device Event Mappings

Overview
In this practice, you create two time device event mappings that map the supplier device events
to the corresponding application events. Also, you associate the device events to the payroll
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

time types that each worker is eligible for.

Assumptions
 Time < 15 minutes
 Replace XX with your student number (TL1...TL20) as assigned by your instructor.

Prerequisites
bl e
Complete the following practices before beginning this one:
fe r a
 16-1 through 16-2
ans
n - t r
Tasks
a no
Signing In and Navigating
) has ideฺ
1. Ensure that you are signed in as Your.Implementor. ฺ c om t Gu
i b mDeployment
d e n
2. Ensure that you are on the Setup: Workforce
i ฺ
n Stu page with all tasks showing for
the Time and Labor functional area.
a l a@ this
k o pp Mapping
u s e
Creating the Start Shift
l a (j e to
Event

o p pa task
1. Scroll down the
c e
listsand click Manage Time Device Event Mapping.
n
i K
2. On the Manage l i
Time Device Event Mappings page, click the Create icon.
s
3. nOn the Create Time Device Event Mapping page, complete the fields, as shown in this
Jha table.
Field Value
Name XX Badge In Regular
Description Map BRI Badge in event to the application In event and
Regular TL US LDG payroll time type attribute
Device Supplier Badge Readers Inc
Supplier Device Event Badge in
Application Event In
4. On the In Event Attribute Map section toolbar, click the Add Row icon to insert a table row.
5. In the Time Attribute field, select Payroll Time Type.
6. In the Default Value field, select Regular TL US Legislative Data Group.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 16: Time Collection Device Setup 107


Tip: Start typing the value in the field and then select from the choice list that opens. The
Search and Select dialog box in this environment requires a value for a field for which we
do not know the expected value.
7. Click Save and Close.
8. On the Confirmation dialog box, click OK.
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Creating the Stop Shift Event Mapping


1. On the Manage Time Device Event Mappings page, click the Create icon.
2. On the Create Time Device Event Mapping page, complete the fields, as shown in this
table.
Field Value
Name XX Badge Out Regular
bl e
Description Map BRI Badge out event to the application Out event fe r a
n s
n - tra
and Regular TL US LDG payroll time type attribute
Device Supplier Badge Readers Inc
a no
Supplier Device Event Badge out
) has ideฺ
Application Event Out
ฺ c om t Gu
i b m clickdthe
e nAdd Row icon to insert a table
3. On the Out Event Attribute Map section toolbar,ฺ
in Stu
row. @
la Payroll h is
a
4. In the Time Attribute field,pselect
e
p selectuRegulart Time Type.
j k o s
5. In the Default Value
a ( field,
t o TL US Legislative Data Group.
p al theevalue
Tip: Start typing
p n sein the field and then select from the choice list that opens. The
K
Search
i oand Selectlicdialog box in this environment requires a value for a field for which we
h a nsdo not know the expected value.
J 6. Click Save and Close.
7. On the Confirmation dialog box, click OK.
8. On the Manage Time Device Event Mappings, click Done.

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108 Practices for Lesson 16: Time Collection Device Setup


Practice 16-4: Creating a Time Device Event Mapping Set

Overview
In this practice, you create a mapping set to group the two time device event mappings.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Assumptions
 Time < 10 minutes
 Replace XX with your student number (TL1...TL20) as assigned by your instructor.

Tasks

Signing In and Navigating


Ensure that you are signed in as Your.Implementor. bl e
1.
fe r a
2. Ensure that you are on the Setup: Workforce Deployment page with all tasks showing for
ans
the Time and Labor functional area.
n - t r
n o
a
Prerequisites
) h as eฺ
c o m Guid
Complete the following practices before beginning this one:
 16-1 through 16-3 m ฺ ent
i b
nฺ Set Stud
i
Creating a Time Device Event Mapping
a l a@ this
1. Click Manage Time Device
k o ppEvent u s e
Mapping Sets.

a
2. On the Manage Time
l (j Device
e toEvent Mapping Sets page, click the Create icon.
3. Complete
o pafields,
pthe c e nsshown in this table.
as
i K li
a n sField Value
Jh Name XX BRI
Description Badge Reader Inc. device events
4. On the Event Set Members section toolbar, click the Add Row icon.
5. On the Add Time Device Event Mappings dialog box, in the Available field, select both of
your event mappings.
6. Click the Move selected items to other list icon. Both of your event mappings move from
the Available field to the Selected field.
7. Click OK.
8. On the Create Time Device Event Mapping Set page, click Save and Close.
9. On the Confirmation dialog box, click OK.
10. On the Mange Time Device Event Mapping Sets page, click Done.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 16: Time Collection Device Setup 109


Instructor Practice 16-5: Setting Shift Limits

**********Warning: This practice must be done by only your instructor.**********


If you are taking this class as live virtual classroom or instructor-led training, your instructor sets
the shift limits. If you are taking this class as training on demand, complete the following task.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Overview
In this practice, your instructor edits the properties of the three shifts to include a grace period
and start early and late and end early and late periods.

Assumptions
 Time < 10 Minutes
ble
Tasks fe r a
ans
Signing In and Navigating n - t r
Ensure that you are signed in as Your.Implementor. a no
as with eallฺ tasks showing for
1.
) hpage
2. Ensure that you are on the Setup: Workforce Deployment
c o m Guid
the Time and Labor functional area.
m ฺ ent
i b
nฺ Stud
Setting Shift Limits i
a l a@ this
1. On the Tasks panel tab, click
k o pp for and
Search.
u s e
2. On the Search page,
a ( j search
t o click Manage Shift Properties.
3. On the Manage
p p al ShiftenProperties
se page, repeat these steps three times to set shift limits for
these shifts:
i K lic Shift, Day Shift, and Standard Hourly 8:30-4:30.
o Afternoon
h a nsa. Search for and click the shift.
J b. On the Edit Shift Properties page, add the shift code:
Shift Code
Afternoon Shift AFTSHFT1
Day Shift DYSHFT1
Standard Hourly 8:30-4:30 STDHRLY1
c. Enter the shift limits, as shown in this table:
Period Minutes Violation Type
Grace 10
Start Early 20 Information
Start Late 20 Error

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110 Practices for Lesson 16: Time Collection Device Setup


End Early 20 Error
End Late 20 Warning
d. Click Save and Close.
4. On the Manage Shift Properties page, click Done.
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5. On the Search page, click Done.

bl e
fe r a
ans
n - t r
a no
) has ideฺ
ฺ c om t Gu
ฺ i b m den
@ in Stu
a l a this
k o pp use
l a (j e to
o ppa licens
n s iK
Jha

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 16: Time Collection Device Setup 111


Practice 16-6: Creating a Time Device Rule

Overview
In this practice, you create a time device rule that compares shift start and end time events with
any payroll time attribute to the scheduled times and defined grace period. If the reported time
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events are outside of the allowable period, the device rule displays the appropriate error
message.

Assumptions
 Time < 10 minutes
 Replace XX with your student number (TL1...TL20) as assigned by your instructor.

Prerequisites bl e
fe r a
Complete the following practices before beginning this one:
ans
 16-1 through 16-4
n - t r
n o
a
has ideฺ
Tasks
)
Signing In and Navigating
ฺ c om t Gu
ฺ i b m den
1. Ensure that you are signed in as Your.Implementor.
2. Ensure that you are on the Setup:@
in Deployment
S tu
l a Workforce
h i s page with all tasks showing for

o p paarea.se t
the Time and Labor functional
(jk Rule t o u
a
Creating a Time lDevice
a ense
p p
K o
1. Click Manage
i lic Repository Rules.
Time
2. ns
J a a. On the Create Rule dialog box, complete the fields, as shown in table.
On the Manage Rules page, click the Create icon.
h
Field Value
Name XX Validate Schedule Deviation
Template Type Time device rule
Rule Template Name Validate Schedule Deviation Template
3. Click Continue.
4. On the Create Rule: XX Validate Schedule Deviation page, in the Description field, enter
Compare reported shift start and stop times or durations with the
assigned schedule. If the reported time entries are outside of the
schedule times and shift limits, the device rule displays the
appropriate message.

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112 Practices for Lesson 16: Time Collection Device Setup


5. In the Rule Parameters section, select these values for the parameters:
Display Name Value
Time category that defines the reported XX PTT Regular
time entries to compare to the schedule
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Evaluate the reported In time entry, yes Yes


or no
Evaluate the reported Out time entry, yes Yes
or no
Evaluate reported time durations, yes or Yes
no
Message displayed when the reported In HWM_FF_TDR_LATE_IN_ERR
bl e
time entry is late
fe r a
Message displayed when the reported In HWM_FF_TDR_EARLY_IN_ERR
ans
time entry is early n - t r
a no
has ideฺ
Message displayed when the reported HWM_FF_TDR_LATE_OUT_ERR
Out time entry is late
)
Message displayed when the reported ฺ c om t Gu
HWM_FF_TDR_EARLY_OUT_ERR
Out time entry is early ฺ i b m den
@ in Stu
a thisHWM_FF_TDR_LONG_DURATION_ERR
Message displayed when the lreported
a
time duration is too longpp e
k o u s
l a
Message displayed (j whenethe
toreported HWM_FF_TDR_SHORT_DURATION_ERR
ppa islitoo
time duration
o c ns
eshort
6. s KOutputs section, confirm that the message severity is Error for all three variables.
Inithe
n
Jh7.a Click Save and Close.
8. On the Confirmation dialog box, click OK.
9. On the Manage Rules page, click Done.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 16: Time Collection Device Setup 113


Practice 16-7: Creating a Time Device Rule Set

Overview
In this practice, you create a time device rule set and add the new time device rule.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Assumptions
 Time < 10 minutes
 Replace XX with your student number (TL1...TL20) as assigned by your instructor.

Prerequisites
Complete the following practice before beginning this one:
 e
bl
16-1 through 16-4 and 16-6

fe r a
Tasks
ans
n - t r
Signing In and Navigating
a no
1. Ensure that you are signed in as Your.Implementor.
) h as eฺ
m page
2. Ensure that you are on the Setup: Workforce Deployment
o id all tasks showing for
uwith
the Time and Labor functional area. c
ฺ ent G
i b m
Creating a Time Device Rule Set @i
nฺ Stud
a l a this
pp uRule
1. Click Manage Time Repository
k o s eSets task.
2. On the Manage Rule
l a (j Setsepage,
to click the Create icon.
a eRule
ppCreate
a. On the nsSet dialog box, complete the fields, as shown in this table.
o
KField li c
n s i Value
Jh a Name XX BRI
Rule Set Type Time device rule
Effective Start Date January 1 of the current year
b. Click Continue.
3. On the Create Rule Set: XX BRI page, in the Description field, enter Contains rule
that validates badge reader events that deviate from scheduled
shifts and defined shift limits.
4. In the Rule Set Members section, add the XX Validate Schedule Deviation rule with the
default member type Rule
5. Click Save and Close.
6. On the Confirmation dialog box, click OK.
7. On the Manage Rule Sets page, click Done.

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114 Practices for Lesson 16: Time Collection Device Setup


Practice 16-8: Creating a Time Submission Rule and Rule Set

Overview
In this practice, you create a time submission rule that:
 Saves the time card when an OUT event is reported on Mon through Thurs
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

 Submits the time card when an OUT event is reported on Friday

Assumptions
 Time < 10 minutes
 Replace XX with your student number (TL1...TL20) as assigned by your instructor.

Prerequisites
bl e
Complete the following practice before beginning this one:
fe r a
 16-1 through 16-4
ans
n - t r
Tasks
a no
Signing In and Navigating ) has ideฺ

1. Ensure that you are signed in as Your.Implementor. c om t Gu
i b mDeployment
d e n
n ฺ
2. Ensure that you are on the Setup: Workforce
i t u page with all tasks showing for
a@ this
the Time and Labor functional area. S
a l
k o pp Ruleu s e Rule Set
l a (j e to
Creating a Time Submission and

o p paTime
1. Click Manage
c e ns
Repository Rules.
2. On the
i i page, click the Create icon.
K ManagelRules
s
na. On the Create Rule dialog box, complete the fields, as shown in this table.
Jha Field Value
Name XX BRI Save and Submit
Rule Set Type Time submission rule
Rule Template Name Specific Day Submission Template
b. Click Continue.
3. On the Create Rule: XX BRI Save and Submit page, in the Description field, enter Saves
after any badge out event with a payroll time attribute on Monday -
- Thursday; submits after badge out event with a payroll time
attribute on Friday.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 16: Time Collection Device Setup 115


4. In the Rule Parameters section, select and enter these values for the parameters:
Display Name Value
Time category that defines the time entries to compare XX PTT Regular
against the selected day
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Submit or save time cards with entries on or after Monday Save


Submit or save time cards with entries on or after Tuesday Save
Submit or save time cards with entries on or after Save
Wednesday
Submit or save time cards with entries on or after Thursday Save
Submit or save time cards with entries on or after Friday Submit
ble
5. Click Save and Close.
fe r a
6. On the Confirmation dialog box, click OK.
ans
7. On the Manage Rules page, click Done.
n - t r
a no
) has ideฺ
ฺ c om t Gu
ฺ i b m den
@ in Stu
a l a this
k o pp use
l a (j e to
o ppa licens
n siK
Jha

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116 Practices for Lesson 16: Time Collection Device Setup


Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

ble
fe r a
ans
n - t r
a no
Practices h
) asLesson
for eฺ 17:
i d
ฺ c om t G
Processing u Collection
Time
i b m dEvents
e n

in StuDevice
l @
a this
a
pp use
k o
(j e to
l a
o ppa licens
ns iK
Jha
Practices for Lesson 17: Overview

Overview
In these practices, you create an export data configuration for the time collection device. You
also create time device and submission rules using delivered templates and a time device
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

processing profile. Then you export data to the time device.

Prerequisites
The practices in this course build upon each other. If you are skipping them or performing them
out of sequence, you may not be able to successfully complete the tasks in this and other
practices.
Note: Throughout this class, use the Chrome browser to access the application.
ble
fe r a
ans
n - t r
a no
) has ideฺ
ฺ c om t Gu
ฺ i b m den
@ in Stu
a l a this
k o pp use
l a (j e to
o ppa licens
n siK
Jha

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118 Practices for Lesson 17: Processing Time Collection Device Events
Practice 17-1: Configuring Export Data

Overview
In this practice, you configure data to export to the time collection device, which includes person
information, such as First name and Badge ID, payroll time type, and published schedule
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

information.

Assumptions
 Time < 10 minutes
 Replace XX with your student number (TL1...TL20) as assigned by your instructor.

Tasks
bl e
Signing In and Navigating
fe r a
Ensure that you are signed in as Your.Implementor. ans
1.
n - t r
2.
no
Ensure that you are on the Setup: Workforce Deployment page with all tasks showing for
a
has ideฺ
the Time and Labor functional area.
)
Creating the Time Device Export Data Configuration
ฺ c om t Gu
1. Click Manage Time Device Export Data.ibm d e n
ฺ tu the Create icon.
in page,Sclick
2. On the Manage Time Device Export @ Data
s
i complete the fields, as shown in this table.
la Datathpage,
3. On the Create Time DevicepExporta
p us e
( j k o
Field
l a e to Value
Name pp
a ens
K o l i c XX BRI

n i
sDescription Person information, payroll time type attributes, and
J h a published schedules to finalize badge reader events
Start Date January 1 of the current year
Number of Days in Period 8
First name Select
Last name Select
Badge ID Select
Payroll time types Select
Schedule Select
4. Click Save and Close.
5. On the Confirmation dialog box, click OK.
6. On the Manage Time Device Export Data page, click Done.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 17: Processing Time Collection Device Events 119
Practice 17-2: Creating a Time Device Processing Profile

Overview
In this practice, you create a time device processing profile that uses the mapping and rule sets
and export data configuration that you created in previous practices.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Note: Please wait until your instructor directs you to start this activity. Students will need to do
this activity one at a time.

Assumptions
 Time < 15 minutes
 Replace XX with your student number (TL1...TL20) as assigned by your instructor.

Prerequisites ble
fe r a
Complete the following practices before beginning this one:
ans
 8-2 Creating the Full-Time Regular and Grade for Supervisor Group
n - t r
 16-1 through 17-1
a no
Tasks ) has ideฺ
ฺ c om t Gu
Signing In and Navigating
ฺ i b m den
@ in Stu
a l a this
1. Ensure that you are signed in as Your.Implementor.
2. Ensure that you are on the
k o ppSetup:uWorkforce
s e Deployment page with all tasks showing for
the Time and Labor
l a (jfunctional
e toarea.
a ens
ppTime
Creating o
K the c
liDevice Processing Profile
1. ns
i
J 2.a On the Manage Time Device Processing Profiles page, click the Create icon.
Click Manage Time Device Processing Profiles.
h
a. On the Create Time Device Processing Profile: Profile Values page, complete the
fields, as shown in this table.
Field Value
Profile Name XX Weekly Payroll BRI
Description Weekly workers who badge in and out using the
BRI device
Effective Start Date January 1 of the current year
Time Device Event Mapping Set XX BRI
Time Device Rule Set XX BRI
Time Submission Rule Set XX BRI Save and Submit_AUTOTSR_RS
Time Device Export Data XX BRI

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120 Practices for Lesson 17: Processing Time Collection Device Events
3. Click Next.
a. On the Create Time Device Processing Profile: Group Assignments page toolbar, click
the Add icon to insert a table row.
b. In the Group Name field, search for and select XX FTR and Grade for Supervisor.
4. Click Next.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

On the Create Time Device Processing Profile: Profile Priority page:


a. Confirm that your time device processing profile is selected in the Priority Order
section.
b. On the section toolbar, click Move to Top.
5. Click Next.
a. On the Create Time Device Processing Profile: Review page, review the profile details,
time device processing profile options, and group assignments.
bl e
6. Click Save and Close.
fe r a
7. On the Confirmation dialog box, click OK.
an s
- t r
on
8. On the Manage Worker Time Device Processing Profiles page, click Done.
n
s a
) a
h ideฺ
ฺ c om t Gu
ฺ i b m den
@ in Stu
a l a this
k o pp use
l a (j e to
o ppa licens
n s iK
Jha

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Practices for Lesson 17: Processing Time Collection Device Events 121
Practice 17-3: Running the Export Time Device Data Configuration
Process

Overview
In this practice, you perform a one-time full data export from Time and Labor to the time
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

collection device.

Assumptions
 Time < 10 minutes
 Replace XX with your student number (TL1...TL20) as assigned by your instructor.

Prerequisites
ble
Complete the following practices before beginning this one:
fe r a
 8-2 Creating the Full-Time Regular and Grade for Supervisor Group
ans
 16-1 through 17-2 n - t r
a no
Tasks
) has ideฺ
Signing In and Navigating ฺ c om t Gu
ฺ i b m den
in Stu
1. Ensure that you are signed in as Your.Implementor.
@
2. Ensure that you are on the Setup:
a l a Workforce
t h is Deployment page with all tasks showing for
pp area.
the Time and Labor functional
k o u s e
l a (j e to
Running the Export
p p a Time e n s Device Data Configuration Process
1. Click
i K o Time
Export licDevice Data Configuration.
h a
2. nsOn the Export Time Device Data Configuration page, in the Time Device Export Mode
J field, select Full export.
3. In the Time Device Processing Profile field, select XX Weekly Payroll BRI.
4. Click Submit.
5. On the Confirmation dialog box, click OK.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

122 Practices for Lesson 17: Processing Time Collection Device Events
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ble
fe r a
ans
n - t r
a no
Practices h
)
forasLessoneฺ 18:
i
m Generation
u d
Mass
ฺ c oTime t G and
i m de
bApproval n
i n ฺ tu
@ s S
p a la thi
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Practices for Lesson 18: Overview

Overview
In these practices, as the line manager you generate time events and time cards. You also
resolve time entry exceptions and approve the time card.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Prerequisites
The practices in this course build upon each other. If you are skipping them or performing them
out of sequence, you may not be able to successfully complete the tasks in this and other
practices.
Note: Throughout this class, use the Chrome browser to access the application.

ble
fe r a
ans
n - t r
a no
) has ideฺ
ฺ c om t Gu
ฺ i b m den
@ in Stu
a l a this
k o pp use
l a (j e to
o ppa licens
n siK
Jha

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

124 Practices for Lesson 18: Mass Time Generation and Approval
Practice 18-1: Generating Time Events

Overview
In this practice, as a Time and Labor manager, you generate time collection device events for
your worker.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Assumptions
 Time: <10 minutes
 Enter time values that correspond to YourPrimaryShift. Use the activity data for your
student number that is provided in Lesson 1 “Oracle Fusion HCM Time and Labor
Course Overview” to identify your worker's primary shift.

Prerequisites e
r a bl
Complete the following practices before beginning this one:
s fe
 5-1 through 7-1
- t r an
 8-2 through 13-2
no n
 a
has ideฺ
16-1 through 17-2
)
Tasks
ฺ c om t Gu
ฺ i b m den
Signing In and Navigating
@ in Stu
a l a thisUse the activity data for your student number
1. Sign out and sign in as Your.Approver.
o
that is provided in Lesson
k p1p“Oracle
u s e HCM Time and Labor Course Overview” to
Fusion
obtain the signin
l a (j e to
value.
pa ce–nTime
2. Click MypWorkforce
o
s Management.
K approverlidoes not have the My Workforce icon, click Navigator > Time
If iyour
s
nManagement.
Jha
Generating Time Events
1. On the Time Management work area, Tasks panel tab, click Manage Time Events.
2. On the Manage Time Events page toolbar, click Generate.
3. On the Generate Time Events page, in the Group Name field, search for and select XX
FTR and Grade for Supervisor.
4. Create the Monday badge in and out events.
a. In the Effective As-of Date field, select the Monday two weeks after the current week.
b. Click Search.
c. In the Search Results section, select YourWorker.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 18: Mass Time Generation and Approval 125
d. Repeat these steps twice to create the Badge in and Badge out events.
1) Complete the time event parameter fields, as shown in this table. Use the time
values specified in the column for YourPrimaryShift, which is documented in
Practice 1-1.
Supplier Device Day Time Noon Time Standard Hours
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Event Time
Badge in 8:25 AM 11:55 AM 8:25 AM
Badge out 5:35 PM 9:05 PM 4:35 PM
Note: These events should initiate your time device rule and validate the grace
period before the scheduled shift start and after the scheduled shift stop.
2) Click Submit.
3) On the Confirmation dialog box, click OK. ble
fe r a
4) After the Badge in submission, repeat steps 1 -- 3. After the Badge out
ans
submission, continue to step 5.
n - t r
5. no
On the Generate Time Events page, create the Tuesday badge in and out events.
a
a. In the Effective As-of Date field, select the Tuesday two
) h asweekseafter
ฺ the current
week.
c o m Guid
b. Click Search.
m ฺ ent
i b
nฺ YourWorker.
t ud
i
c. In the Search Results section, select
@ the S
d. Repeat these steps twice to
a l acreate t h isBadge in and Badge out events.
1) Complete theo
k ppeventuparameter
time s e fields, as shown in this table. Use the time
valuesa ( j o
t column for YourPrimaryShift, which is documented in
specified in the
a l s e
o pp licen
Practice 1-1.

n s i K Supplier Device Day Time Noon Time Standard Hours

Jha Event Time


Badge in 8:15 AM 11:45 AM 8:15 AM
Badge out 5:15 PM 8:45 PM 4:15 PM
Note: The Badge in time event should initiate your time device rule and validate
the start early period and generation of the information message. The Badge out
time event should initiate your time device rule and validate the end early period
and generation of the error message.
2) Click Submit.
3) On the Confirmation dialog box, click OK.
4) After the Badge in submission, repeat steps 1 -- 3. After the Badge out
submission, continue to step 6.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

126 Practices for Lesson 18: Mass Time Generation and Approval
6. On the Generate Time Events page, create the Wednesday badge in and out events.
a. In the Effective As-of Date field, select the Wednesday two weeks after the current
week.
b. Click Search.
c. In the Search Results section, select YourWorker.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

d. Repeat these steps twice to create the Badge in and Badge out events.
1) Complete the time event parameter fields, as shown in this table. Use the time
values specified in the column for YourPrimaryShift, which is documented in
Practice 1-1.
Supplier Device Day Time Noon Time Standard Hours
Event Time
Badge in 8:45 AM 11:15 AM 8:45 AM
bl e
Badge out 5:45 PM 9:15 PM 4:45 PM fe r a
ans
Note: The Badge in time event should initiate your time device rule and validate
n - t r
no
the start late period and generation of the error message. The Badge out time
a
has ideฺ
event should initiate your time device rule and validate the end late period and
generation of the error message. )
2) Click Submit. ฺ c om t Gu
b mOK. den
3) On the Confirmation dialog box,ฺiclick
@ tu
inrepeatSsteps
l a thi
4) After the Badge in submission,
a s 1 -- 3. After the Badge out

k o pp toustep
submission, continue
s e7.
l a (j Events
7. On the Generate Time
e topage, create the Thursday badge in and out events.
a. In the p
p a eAs-of
Effective ns Date field, select the Thursday two weeks after the current
o
Kweek. li c
s i
nb. Click Search.
Jha c. In the Search Results section, select YourWorker.
d. Repeat these steps twice to create the Badge in and Badge out events.
1) Complete the time event parameter fields, as shown in this table. Use the time
values specified in the column for YourPrimaryShift, which is documented in
Practice 1-1.
Supplier Device Day Time Noon Time Standard Hours
Event Time
Badge in 7:50 AM 11:20 AM 7:50 AM
Badge out 6:10 PM 9:40 PM 5:10 PM
Note: The Badge in time event should initiate your time device rule and validate
the time entry exception for starting before the grace and start early periods. The
Badge out time event should initiate your time device rule and validate the time
entry exception for stopping after the grace and end late periods.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 18: Mass Time Generation and Approval 127
2) Click Submit.
3) On the Confirmation dialog box, click OK.
4) After the Badge in submission, repeat steps 1 -- 3. After the Badge out
submission, continue to step 8.
8. Click Done to return to the Manage Time Events page.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

9. Click Done to return to the Time Management overview page.

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128 Practices for Lesson 18: Mass Time Generation and Approval
Practice 18-2: Generating a Time Card with Time Device Events

Overview
In this practice, you generate the time card for your worker from time collection device.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Assumptions
 Time < 5 Minutes

Prerequisites
Complete the following practices before beginning this one:
 5-1 through 7-1
 8-2 through 13-2
bl e
 16-1 through 17-2
fe r a
 18-1 Generating Time Events
ans
n - t r
Tasks
a no
Signing In and Navigating ) has ideฺ
1. Ensure that you are signed in as Your.Approver. ฺ c om t Gu
i b mwork area.
d e n

in Stu
2. Ensure that you are in the Time Management
l @
a Device
h isEvents
Generating a Time Card with a
pp useTime t
k o
(jtab, click
1. On the Tasks panel
l a e toManage Scheduled Processes.
o ppa lScheduled
2. On the Manage
c e ns Processes page, click Schedule New Process.
i New Process dialog box, search for and select Generate Time Cards
a.i K
In the Schedule
s
n from Time Collection Devices.
Jha b. Click OK.
3. On the Process Details dialog box, click Submit.
4. Write down your process ID in the Confirmation dialog box because everyone else is
running the same process and you want to confirm that your process completes.
5. Click OK.
6. On the Manage Scheduled Processes page toolbar, click the Refresh icon to update the
search results records. You might have to refresh the results multiple times before you see
your process listed.
7. Confirm that your process has a Succeeded status.
8. Click Done.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 18: Mass Time Generation and Approval 129
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130 Practices for Lesson 18: Mass Time Generation and Approval
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ble
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for eฺ 19:
i d
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Resolving
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Practices for Lesson 19: Overview

Overview
In these practices, as the line manager you generate time events and time cards. You also
resolve time entry exceptions and approve the time card.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Prerequisites
The practices in this course build upon each other. If you are skipping them or performing them
out of sequence, you may not be able to successfully complete the tasks in this and other
practices.
Note: Throughout this class, use the Chrome browser to access the application.

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132 Practices for Lesson 19: Resolving Time Entry Exceptions


Practice 19-1: Resolving Time Entry Exceptions

Overview
In this practice, you review how the time submission rule for your worker attempts to save the
time card containing the time device events. You then resolve the time entry exceptions
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

generated by your time device rule.

Assumptions
 Time < 10 Minutes

Prerequisites
Complete the following practices before beginning this one:
 bl e
5-1 through 7-1
fe r a
 8-2 through 13-2
ans
 16-1 through 17-2
n - t r
 18-1 through 18-2
a no
Tasks ) has ideฺ
ฺ c om t Gu
Signing In and Navigating
ฺ i b m den
@ in Stu
1. Ensure that you are signed in as Your.Approver.
2. Ensure that you are in the p a laManagement
t h is work area.
k o p use
Time

l a
Viewing the Generated
(j Time
e o
tCard
o pa cTime
pManage e nsCards tab.
1. Click
i Kthe li
s
2. nOn to open the Manage Time Cards page, complete the search fields, as shown in this
Jha table.
Field Value
Person Name First name of YourWorker
From Date Second Monday after the current week
To Date Delete the value
3. Click Search.
4. In the Search Results section, confirm that your worker has a time card period for two
weeks after this one. Notice that the status is In error. Your time submission rule couldn't
save the time card because there are time entry exceptions, which you must resolve.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 19: Resolving Time Entry Exceptions 133


Resolving Time Entry Exceptions
1. Click the Manage Time Entries tab.
2. On the Manage Time Entries page, complete the search fields, as shown in this table.
Field Value
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Person Name First name of YourWorker


From Date Second Monday after the current week
To Date Third Monday after the current week
3. Click Search.
4. In the Search Results section, confirm that there are no issues for your Monday time entries
because the start and stop times were within the grace period.
5. Select the Tuesday row to populate the exception type and message in the Time Entry bl e
Exceptions section. fe r a
ans
a. Confirm that you have an Information message about the early In time entry.
n - t r
b. no
Confirm that you have an Error message about the early Out time entry.
a
) h as eฺ
c. Select Allow Exception for the information and error exceptions.
d. Click Apply Changes.
c o m Guid
e. On the Information dialog box, click OK.mฺ n t
i b e
udthere are no longer exceptions for the
f. On the Manage Time Entries page, i nฺconfirmSthat
t
Tuesday row.
a l a@ this
6. Select the Wednesdayo
k ppto populate
row
u s e the exception type and message in the Time Entry
Exceptions section.(j to
l a e
ppathatlicyouenhave
a. Confirm
o
s an Error message about the late In time entry.
n s i KNote: Due to an issue with our training instance, you might see duplicate instances of
Jha the same error message. The duplicate messages do not affect the tasks that you
complete in this demonstration or later demonstrations that depend on this one.
b. Confirm that you have a Warning message about the late out time entry.
Note: Due to an issue with our training instance, you might see duplicate instances of
the same error message. The duplicate messages do not affect the tasks that you
complete in this demonstration or later demonstrations that depend on this one.
c. Select Allow Exception for the information and error exceptions.
d. Click Apply Changes.
e. On the Information dialog box, click OK.
f. On the Manage Time Entries page, confirm that there are no longer exceptions for the
Wednesday row.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

134 Practices for Lesson 19: Resolving Time Entry Exceptions


7. Select the Thursday row to populate the exception type and message in the Time Entry
Exceptions section.
a. Confirm that you have an Error message about an invalid In time entry.
Note: Due to an issue with our training instance, you might see duplicate instances of
the same error message. The duplicate messages do not affect the tasks that you
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

complete in this demonstration or later demonstrations that depend on this one.


b. Select Allow Exception for the error exception.
c. Click Apply Changes.
d. On the Information dialog box, click OK.
e. On the Manage Time Entries page, confirm that there are no longer exceptions for the
Wednesday row.

Viewing the Time Card


bl e
fe r a
1. Click the Manage Time Cards tab.
ans
2. On the Manage Time Cards page, complete the search fields, as shown in this table.
n - t r
Field Value a no
Person Name First name of YourWorker) has ideฺ
From Date Second Monday ฺ c omthetcurrent
after G u week
ฺ i b m den
To Date inthe value
Delete
@ S tu
3. Click Search. a la thi s
o p
p notice s ethat your worker's time card now has a Saved status
4. In the Search Results k
j intthis
section,
(shown u
o table:
l a e
ppa licens Total Hours
and the total hours

iK
Shifto
n s
Jha
Day 37.5
Noon 38.5
Standard Hours 33.5

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 19: Resolving Time Entry Exceptions 135


Practice 19-2: Finalizing the Time Card

Overview
In this practice, you:
 Generate the Friday time device badge in and out events.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

 Generate the time card from the time collection device. Since there are no errors, the
time submission rule associated with your worker automatically submits the time card.
 Review the submitted time card to confirm that the calculated time is correct for the
payroll time attribute.

Assumptions
 Time < 10 Minutes
bl e
Prerequisites
fe r a
ans
Complete the following practices before beginning this one:
n - t r
 5-1 through 7-1
a no
has ideฺ
 8-2 through 13-2
 16-1 through 17-2 )
 18-1 through 19-1 ฺ c om t Gu
ฺ i b m den
Tasks
@ in Stu
a l a this
Signing In and Navigating
k o pp use
l
1. Ensure that you a (j e intoas Your.Approver.
are signed
a ens
ppyou
2. Ensureothat
K c in the Time Management work area.
liare
ns i
J h a
Generating Time Events
1. On the Tasks panel tab, click Manage Time Events.
2. On the Manage Time Events page, click Generate.
3. On the Generate Time Events page, search for and select your XX FTR and Grade for
Supervisor group.
4. In the Effective As-of Date field, select the Friday of the week two weeks after this week.
5. Click Search.
6. In the Search Results section, select YourWorker.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

136 Practices for Lesson 19: Resolving Time Entry Exceptions


7. Repeat these steps twice to generate the Badge in and Badge out time events.
a. Complete the time event parameter fields, as shown in this table. Use the time values
specified for YourPrimaryShift.
Supplier Device Day Time Afternoon Time Standard Hours
Event Time
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Badge In 8:30 AM 12:00 PM 8:30 AM


Badge Out 5:30 PM 9:00 PM 4:30 PM
b. Click Submit.
c. On the Confirmation dialog box, click OK.
d. After the Badge in submission, repeat steps a -- c. After the Badge out submission,
continue to step 8.
bl e
8. On the Generate Time Events page, click Done.
fe r a
9. On the Manage Time Events page, click Done.
ans
n - t r
Generating a Time Card with Time Device Events
a no
1. On the Tasks panel tab, click Manage Scheduled Processes.
) has ideฺ
2. On the Monitor Processes page, click Schedule New
ฺ c omProcess.
t G u
3. In the Schedule New Process dialog box, search
i b m fordand
e nselect Generate Time Cards
from Time Collection Devices. ฺ
in Stu
l @
a this
4. Click OK.
a
pp box, e Submit.
5. On the Process Detailsodialog
k u s
click
6. l
Write down your a (j ID tono the Confirmation dialog box because everyone else is
process e
a process
ppsame e ns and you want to confirm that your process completes.
running the
o c
7.
n i KOK. li
sClick
Jh8.a On the Manage Scheduled Processes page, click the Refresh icon to update the search
results records. You might have to refresh the results multiple times before you see your
process listed.
9. Confirm that your process has a Succeeded status.
10. Click Done.

Viewing the Generated Time Card


1. On the Manage Time Cards page, complete the search fields, as shown in this table.
Field Value
Person Name First name of YourWorker
From Date Second Monday after the current week
To Date Delete the value
2. Click Search.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 19: Resolving Time Entry Exceptions 137


3. In the Search Results section, confirm that your time card now has a Submitted status.
There were no time entry exceptions for your generated Friday events and the second
event was a Badge Out event. Your time submission rule automatically submitted the time
card.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

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138 Practices for Lesson 19: Resolving Time Entry Exceptions


Practice 19-3: Approving the Time Card

Overview
In this practice, as a line manager, you approve your worker’s submitted time card.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Assumptions
 Time < 5 Minutes

Prerequisites
Complete the following practices before beginning this one:
 6-1 through 8-1
 e
bl
9-2 through 14-2
 17-1 through 18-2
fe r a
 19-1 through 20-2
ans
n - t r
Tasks
a no
Signing In and Navigating ) has ideฺ
ฺ c om t Gu
ฺ i b m den
1. Ensure that you are signed in as Your.Approver.

@ in Stu
Approving the Time Card
a l a this
ppNotifications.
1. On the global header, click
k o u s e
(j e tdialog
2. On the PendingaNotifications
l o box, click the most recent approval notification for your
o p pa another
worker to open
c e nsbrowser window with the Approval of Time Entries for
i K
Your.Worker… li open.
page
s
3. nReview the time entries.
Jha4. Click Approve.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 19: Resolving Time Entry Exceptions 139


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140 Practices for Lesson 19: Resolving Time Entry Exceptions


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ble
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n - t r
a no
Practices h
) asLesson
for eฺ 20:
i d
om tProject
Combined
ฺ c G u Costing
i b m Payroll
d e n
i ฺ
n Stuand Time Entry
a l a@ thConfiguration
is
k o pp use
l a (j e to
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Practices for Lesson 20

There are no practices for this lesson.


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142 Practices for Lesson 20: Combined Project Costing and Payroll Time Entry Configuration
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ble
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a no
Practices h
) asLesson
for eฺ 21:
i d
Oracle
ฺ c omTransactional
t G u
ฺ i b m denIntelligence Audit
@ in StuBusiness
a l is
a thReporting
k o pp use
l a (j e to
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Practices for Lesson 21

There are no practices for this lesson.


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ble
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144 Practices for Lesson 21: Oracle Transactional Business Intelligence Audit Reporting
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ble
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asInstructor
Appendix hA:
) eฺ
i d
ฺ c om t Gu
Demonstrations
ฺ i b m den
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k o pp use
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Appendix A: Demonstrations Overview

Overview
These demonstrations showcase various Time and Labor tasks and objects.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

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146 Appendix A: Instructor Demonstrations


Instructor Demonstration L2-1: Exploring Oracle Fusion Help

Demonstration Overview
In this demonstration, you review contextual help. Then, you go to Oracle Fusion Applications
Help and review the broader user assistance tools available there.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Demonstration Assumptions
Time: < 30 minutes

Demonstration Tasks

Sign In and Navigate


1. Sign in as Your.Implementor. bl e
fe r a
2. In the global header, click YourImplementor.
ans
3. On the Settings and Actions menu, select Setup and Maintenance.
n - t r
4. a no
In the global header, click the Help icon. The color of the Help icon changes to when
Help is enabled. s
ha ideฺ
)
Explore Contextual Page-Level Help ฺ c om t Gu
ฺ i b m den
@i hhelp
Help contains field-level terminology definitions tu
n andSinformation about selections or entries. You
can also view more comprehensivela
a contextual
t i s related to the page or section.
You can access these forms
k o pofpcontextual
u s eHelp:
 Contextualla (j e to help
non-embedded
ppa lembedded
 Contextual
o i c e ns help
s i K
n
Jha
Contextual Non-Embedded Help
This type of contextual help displays comprehensive information, including links to conceptual
help related to that page or section. For example,
 Clicking a link causes a brief summary of the topic to appear.
 Clicking More refreshes the dialog box with that topic at the top and the other links now
listed in the More Topics section.

Accessing Help
This type of contextual help displays a definition or a one line prompt about a field or a label on
the user interface.
1. On the Tasks panel tab, click Search.
2. In the search field, enter time process.
3. Click the Search icon.
4. On the Search page, click Manage Worker Time Processing Profiles.
5. On the Manage Worker Time Processing Setup Profiles page, click the initial profile name.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Appendix A: Instructor Demonstrations 147


6. On the Edit Worker Time Processing Setup Profile: Profile Values page, Edit button menu,
select Correct.
7. In the Time Processing Options section, hover over the Time Consumer Set field label.
The definition of the field label appears.
8. Click the Time Entry Rule Set field. Infield help for the field appears.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Note: This type of help clarifies the information that you should provide in editable fields or
informs you about data usage, such as the effect on downstream processing.
9. On the Profile Details section header, click the Help icon to open the Profile Details help
dialog box.
10. Click Setup Profiles: Explained to display a brief summary of the topic.
11. Click More.
Note: On the Setup Profiles: Explained dialog box, the More Topics section displays topics
related to Setup Profiles: Explained topic. bl e
fe r a
12. If none of the topic links seem to answer your question, click More Help.
an s
13. On the Oracle Applications Help browser tab, point out that the listed topics relate to the
n - t r
relevant products and services.
a no
14. Close the browser tab.
) has ideฺ
15. On the Setup Profiles: Explained help dialog box, click
ฺ c omthetClose
G u icon .
ฺ i b m den
Explore Oracle Fusion Applications iHelp n Stu
l @
a select h isApplications Help.
1. On the Settings and Actions a menu,
ppand Actions t
e menu, click the user name in the global area.
k o
Tip: To open the Settings u s
l a (j o
for topicseof tinterest across all product families or a specific product family.
pa field
You can search
Use the p
o search
c e nsthe main or product family page to find topics with titles and
on
i li key words.
K that contain
an s
abstracts

JhProduct Family
1. Click a specific product family icon to search for topics by product family, such as HCM.
2. Display the Browse By: Task menu.
3. Further refine your search results by selecting specific tasks or subtasks.
Example:
a. Expand Human Resources and Set Up Human Resource.
b. Select Define Time and Labor.
c. Click Apply.
4. Discuss the search results.
5. Click the Product menu.
6. Refine your search results by selecting the products that you want to see help on. Example:
a. Select Time and Labor.
b. Click Apply.

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148 Appendix A: Instructor Demonstrations


7. When getting started with your implementation, you can review help by role, an entire
guide, or videos.
8. Display the Role menu to show the count of relevant topics by role.
9. Display the Help Type menu and point out that you can use to view PDF guides and
videos.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Refine Search Results


Display each of these menus to show the available options:
a. Task
b. Product
c. Help Type
d. Role
bl e
e. Language
fe r a
f. Country
ans
n - t r
Explore Oracle Help Center
a no
h as including
Oracle Help Center contains the most current product documentation,
) e ฺ links to relevant
i d
ฺ c om pages
My Oracle Support documents as well as product and service
t G uon the docs.oracle.com
web site.
ฺ i b m den
@ in Stu
a l a this
k o pp use
l a (j e to
o ppa licens
n s iK
Jha

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Appendix A: Instructor Demonstrations 149


Instructor Demonstration L2-2: Using Calendar Time Entry Features

Demonstration Overview
In this demonstration, your instructor reviews workforce management calendar time entry
features, including:
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

 Drag and drop


 Date selection and time entry for one or multiple days
 Absence scheduling
 View time card action
 Accrual balance calculation

Demonstration Assumptions
bl e
Time: <15 minutes fe r a
an s
Demonstration Tasks n - t r
a no
Signing In and Navigating
) has ideฺ
1. Sign out and sign in as katri.hendricks.
ฺ c om t Gu
2. Click About Me – Time.
ฺ i b m den
@ in Stu
Reporting Time Using the Report a l is Box
a TimethDialog
1. Explain the calendarjk o
view
ptop students.
u se
l a (Week,
a. Click theaDay, s e toMonth icons on the page header to show different views.
and
o p Display
pthe c e nOptions
K
b. Click
i li panel tab and deselect the My schedule check box. Explain

h a ns that the work schedule bars on the calendar no longer show.


J 2. Click the Month icon to show the current week again.
3. Click the Previous icon to show the previous calendar week.
4. Drag the Regular button and drop it on Monday at 8:30 AM.
a. On the Report Time dialog box, point out that the Hours Type value is Regular.
b. Explain that the Start Date and End Date values populate by default for the selected
date, but that you can edit the end date to enter time for multiple dates.
c. Explain that you can enter time using one of these two options, depending on the time
entry format specified on your calendar entry layout.
 Time option to enter time by specifying the daily start and end time
 Hours option to specify the number of daily hours
d. Explain that the Daily Start Time value is 8:30 AM because of where you dropped the
Regular box on the calendar
e. In the Daily End Time field, enter 4:30 PM.
f. Click Save and Close.

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150 Appendix A: Instructor Demonstrations


5. On the calendar page, click Tuesday of that week.
6. On the Report Time dialog box, complete the fields, as shown in this table.
Field Value
Hours Type Regular
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

End Date Wednesday (the next day)


Time Entry Format Hours
Daily Hours 8
7. Click Save and Close.
a. On the calendar page, both Tuesday and Wednesday now show 8 hrs reported for
Regular time.
bl e
Reporting Absence
fe r a
ans
1. Click Schedule Absence.
n - t r
2.
no
On the Schedule Absence page, in the Type field, select Vacation US1 Legal Entity.
a
3. Show the Frequency choice list and explain the various options.
) h as eฺ
a. Point out that you can enter absence either for a single day orid
c o m Gu multiple days.
4. In the Frequency field, select Single day.
m ฺ ent
i b
ฺ previous
nthe t udweek.
5. In the Start Date field, select Friday of i S
a. Explain that you can schedule
a l a@ h
a future
t isabsence.
b. Point out that you o
k pp the udefault
leave s e start and end time entries.
c. Explain thatl a (j default
the e to populate the Start Time and End Time fields because a
values

o pa schedule
validpwork
c e nsexists for the worker's assignment.
6. s i
Click
li balance Calculator icon to view your accrual balance.
Kthe remaining
n
Jh7.a Click Save and Close.
8. On the Confirmation dialog box, click OK.

Viewing Time Card Actions and Absence Details


1. On the calendar page, click the Actions panel tab to show the related links.
a. Point out the Manage Time Cards and Maintain Absence Records tasks.
2. Click the Absence Details panel tab to view your sick and vacation accrual balances.

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Appendix A: Instructor Demonstrations 151


Instructor Demonstration L2-3: Entering Time Using Time Card

Demonstration Overview
In this demonstration, your instructor creates a time card and enters time for Thursday of the
current week.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Demonstration Assumptions
Time: <10 minutes

Demonstration Prerequisites
Complete the following instructor demonstrations before beginning this one:
 L5-1 Using Calendar Time Entry Features
bl e
Demonstration Tasks fe r a
an s
Signing In and Navigating n - t r
a no
1. Ensure that you are signed in as katri.hendricks.
) h as eฺ
2. Ensure that you are in the Time work area.
c o m Guid
ฺ ent
3. On the Actions panel tab, click Manage Time Cards.
m
i b
nฺ Stud
i
Creating the Time Card
a l a@ this
1. On the Manage Time Cards
k o pppage,uspoint
e out the existing time cards, including the most
l a (j your
recent, which contains
e to time entries.
calendar
pacardceperiod
2. Click the time
o p ns of the calendar-based time card.
3. On
s i K the Editli Time Card: Report Time page, point out these fields:
open
n
Jha Field Explanation
Time Card Details section Use this field to enter overall comments about the time
Time Card Comments card
Time Entry section You can configure how to display the daily comments
Comments when configuring the Time Entry Layout
4. In the Time Entry section Regular row, enter time for Thursday, as shown in this table.
Field Value
Start 8:30 AM
Stop 4:30 PM

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152 Appendix A: Instructor Demonstrations


5. Point out these user interface components in the Time Entry section:
UI Component Explanation
Time Entry Totals This column displays the total hours entered for the time
type on each row
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Daily Totals This row displays the total hours entered for each day, for
all time types.
Total Hours This field displays the summed total of all hours entered
on the time card.
6. Click Next.
a. Explain that clicking this button initiates the time entry and time calculation rules
associated with the time card worker.
bl e
On the Warning dialog box, click OK.
fe r a
Note: Due to an issue with our training instance, you might see duplicate instances of the
ans
same error message in the dialog box. The duplicate messages do not affect the tasks that
n - t r
no
you complete in this demonstration or later demonstrations that depend on this one.
a
7. On Edit Time Card: Review Time page, click Submit.
) h as eฺ
8. On the Confirmation dialog box, click OK.
c o m Guid
m ฺ ent
i b
nฺ Stud
i
a l a@ this
k o pp use
l a (j e to
o ppa licens
n s iK
Jha

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Appendix A: Instructor Demonstrations 153


Instructor Demonstration L2-4: Deleting the Time Card

Demonstration Overview
In this demonstration, your instructor deletes the new time card.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Demonstration Assumptions
Time: <10 minutes

Demonstration Prerequisites
Complete the following instructor demonstrations before beginning this one:
 L5-1 through L5-2

Demonstration Tasks bl e
fe r a
Signing In and Navigating an s
n - t r
1. Ensure that you are signed in as katri.hendricks.
a no
2. Ensure that you are on the Manage Time Cards page.
) has ideฺ
Demonstration Task ฺ c om t Gu
ฺ i b m den
Deleting the Time Card
@ in Stu
a
Point out that the Manage TimepCard t is all of the worker's time cards.
lapage displays
h
o p card urow,
s e
(
1. In the calendar-based j k time
t o point out the Delete icon. Explain that clicking the icon
deletes the timea
al card. se
p p e n
2. Click
i K o
Done. lic
h a ns
J

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154 Appendix A: Instructor Demonstrations


Instructor Demonstration L2-5: Viewing and Deleting Absence Entries

Demonstration Overview
In this demonstration, you observe that deleting a time card, does not delete any included
absence entries. The absence entries are still available on the calendar.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Demonstration Assumptions
Time: <10 minutes

Demonstration Prerequisites
Complete the following instructor demonstrations before beginning this one:
 L5-1 through L5-3
bl e
Demonstration Tasks fe r a
ans
Signing In and Navigating n - t r
a no
1. Ensure that you are signed in as katri.hendricks.
) h as eฺ
2. Ensure that you are on the calendar page.
c o m Guid
Viewing and Deleting Absence Entries ibm
ฺ ent
i n ฺ
S t ud
1. On the calendar page, click the a @ hicon
Previous
ldeleted iscalendar-based
to display the previous week if it's not
already displaying. Even if p
p a
you e t
your time card, the absence that
o
jk wouldtstill s
ushow on the calendar.
a (
you entered for Friday
l nscompletee o
2. To delete theaabsence,
p p e
these steps:
a. K
i On lic panel tab, click Maintain Absence Records.
othe Actions
h a nsb. In the Maintain Absence Records page header Dates field, select All.
J c. Click the Search icon.
d. In the results table Vacation row, point out the Delete icon.
Explain that clicking this button deletes the absence entry.
e. Click Done.

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Appendix A: Instructor Demonstrations 155


Instructor Demonstration L2-6: Introducing the Time Management
Work Area

Demonstration Overview
In this demonstration, your instructor reviews the Time Management work area.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Demonstration Assumptions
Time: < 20 minutes

Demonstration Tasks

Signing In and Navigating


bl e
1. Sign out and sign in as curtis.feitty.
fe r a
an s
Introducing the Time Management Work Area
n - t r
1. Click My Workforce - Time Management.
a no
2. In the Time Management work area, point out and explain the
) haspurpose
i d eฺof these sections:
Section Purpose
ฺ c om t Gu
Time Card Status View the numberฺof i b m cards
time d e n
that are in different statuses, such
@
as Incomplete, tu
inIn error,SApproved, Entered, and Submitted
l a h i s
Resolve Time
o p pathe number
View
s e t of badge, time entry, and time transfer
Exceptions ( t o u
jk exceptions.
a
al ensView e the time exceptions for all the workers.
Resolvep p
All
o by lic
i K
Exceptions

h a nsWorker
J 3. Point out and explain the purpose of these static iconic tabs on the left:
Tab Purpose
Manage Time Open the page where you report and adjust worker times as well
Cards as identify and resolve time card issues.
Manage Time Open the page where you search for and view time entry
Entries exceptions using various search criteria. Also, from this page you
generate worker time entries.
Manage Planned Open the page where you view your weekly team schedule, which
Schedule includes approved absences and public holidays. You can also
easily edit labor demand and the weekly team schedule using
actions, such as:
a. Double-clicking an existing shift
b. Clicking the Add icon on the toolbar

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156 Appendix A: Instructor Demonstrations


c. Editing Resources Required in the Planned Schedule
Summary section
Point out the Planned Schedule Summary section and explain
that you can quickly analyze workload coverage using indicators of
total hours scheduled, resources required, and resources
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scheduled.
4. Point out and explain the purpose of the Tasks panel tab links, which open the frequently
used Schedule Configuration, Time Entry Configuration, Time Device Configuration, and
Rules setup task pages. You can also open the Person, Team Schedule, Time
Transactions, and Time Processes functional task pages.
Tasks Panel Tab Purpose
Link
bl e
Resolve Badge Open the page where you identify and resolve time event
fe r a
Exceptions exceptions related to badges, such as a time event with a badge
ans
identifier that cannot be resolved to a specific worker. If a badge
n - t r
no
exception has invalid time events associated with it, then you must
a
as eฺ
delete the invalid time events to resolve the badge exception.
) h
Open the page where you identify workersid
Resolve All
c o mrejected
G utimewithcards,
time entry
Exceptions by exceptions, time cards in
m ฺ ent
error, or a
Worker ฺib In tthe
combination of issues.
i n u dchoice list, select a worker to open
the Resolve
a @Exceptions
i s Spage for that worker.
l
pathe page h
t you assign a time allocation to a specific
Manage Allocation
o p
Open
s e where
Assignments
a ( jk workertooruall members of an HCM group.
p p al ensOpen
View Published
e
the page where you view the published schedule for the
o l i c
n s iK selected schedule group.

Jha Manage Time Open the page where you search for and view time events
Events imported from time collection devices or created using the
Generate Time Events task.
Manage Scheduled Open the page where you schedule time and labor processes.
Processes
Resolve Time for Open the page where you:
Transfer a. View time cards that were not transferred to the time
consumer because of time entry issues. You can click the
time card period to correct the erroneous time entries.
b. Monitor time transfer processes that failed or were
terminated abruptly. To reset the failed entries to
unprocessed transfer status, you can select the failed
process and click the Reset button.

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Appendix A: Instructor Demonstrations 157


Manage Shift Open the page where you edit the default short name and color for
Properties all schedules as well as set shift limits.
Note: Most shift properties are set when the shift is created using
the Manage Work Shifts task in the Setup and Maintenance work
area.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Manage Scheduler Open the page where you create and edit scheduler profile
Profiles configurations. To use any scheduling features, you must first
configure scheduler profile values and group assignments. Profile
values include scheduling group, default resources required,
display labels and colors for custom shifts, and staffing differences
for over, under, and normal staffing levels. The color associated
with each level visually distinguishes the levels in the Planned
Schedule Summary sections.
bl e
Manage Layout Sets Open the page where you create a collection of layouts that fe r a
determine the appearance of the time card, calendar, and
t r a nsweb
o
clock pages. When you create a layout set, you select
n n- one or more
time consumers and then generate a set a of predefined layouts for
the selected time consumers. a s
h ideฺ
)
m andGupdateu an association of a
Manage Worker Open the page where you
ฺ c ocreate t
Time Entry Setup m actions
layout set and timebentry
i d e nto control access to any time
Profiles entries.

in Stu
l @
apage where
h is you create and update an association of a
Manage Worker Open athe t
pp se and update an association of rule sets, a time
Time Processing jkolayout setucreate
Setup Profiles la
( consumer
e to set, and time card periods to report, validate, approve,
o ppa licensand transfer time.
n s i K Time
Manage Open the page where you create and update event mappings that
Jha Device Event link supplier device events to application events.
Mappings
Manage Time Open the page where you create a mapping set to group mappings
Device Event for a specific supplier device and the workers who use this device.
Mapping Sets
Manage Time Open the page where you create and edit an association of event
Device Processing mapping, time device, and submission rule sets and export data to
Profiles validate and process time device events.
Manage Rule Open the page where you create and edit rule templates that
Templates enable reuse of a formula to define multiple rules.
Manage Rules Open the page where you create rules based on rule templates.
Manage Rule Sets Open the page where you create sets of rules and assign to a
group of workers using a worker time processing profile.

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158 Appendix A: Instructor Demonstrations


Analyze Rule Open the page where you view the formulas, rules, and rule sets
Processing Details used to validate and process a worker's time card. Analyze the
processing logs and diagnose any errors.
Manage Time Open the page where you create and edit automatic
Allocations allocations of worker hours to specific cost segments, such as
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

department, fund, and program, for payment.

bl e
fe r a
ans
n - t r
a no
) has ideฺ
ฺ c om t Gu
ฺ i b m den
@ in Stu
a l a this
k o pp use
l a (j e to
o ppa licens
n s iK
Jha

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Appendix A: Instructor Demonstrations 159


Instructor Demonstration L3-1: Viewing Published Individual and
Team Schedules

Demonstration Overview
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

In this demonstration, your instructor views published individual and team schedules.

Demonstration Assumptions
Time: <5 minutes

Demonstration Tasks

Signing In and Navigating


bl e
1. Sign in as katri.hendricks.
fe r a
2. Click About Me – Time.
an s
n - t r
Viewing Published Individual and Team Schedules
a no
1. On the calendar Display Options panel tab:
) has ideฺ
a. Select Employment schedule.
ฺ c om t Gu
b. Deselect My schedule
ฺ i b m den
c. Close the Display Options panel @ in Stu
tab.
a l aviews his
t h iors her official schedule.
2.
k o pp icon
Explain that this is how a worker
u s e
3. Click the View Team
a ( j Schedule
t o next to the calendar date range to show the schedule

p p al peers,
for the worker's
e n sethe week.
for
4.
K
Explain
i lic can use their individual and team schedule views to plan leaves and
othat workers
nsactively negotiate shift trades.
Jha Note: Explain that you cannot create and publish schedules until you create scheduler
profiles.

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160 Appendix A: Instructor Demonstrations


Instructor Demonstration L3-2: Reviewing a Scheduler Profile

Demonstration Overview
In this demonstration, your instructor shows you how to create a scheduler profile and assign a
scheduler to that profile.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Demonstration Assumptions
Time: <10 minutes

Demonstration Tasks

Signing In and Navigating


1. Sign out and sign in as brian.joseph. bl e
fe r a
2. Click My Workforce - Time Management.
ans
n - t r
Reviewing a Scheduler Profile
a no
1.
) h as eScheduler
On the Time Management work area, Tasks panel tab, click Manage
ฺ Profiles.
2. On the Manage Scheduler Profiles page, click Brianm
c o uid
Joseph's Team.
G
m
a. On the Edit Scheduler Profile: Profile Values ฺ page,eEdit
n t button menu, select Correct to
make fields available for editing. nฺ i b t ud
i S
@ hforisand select Saunders, Jennifer.
b. In the Group Manager field,
a l asearcht
o p
c. Point out the Resources p Required
s e section and explain that this section details the
( jk required
quantity of resources t o u for different days of that week.
aanda
l explain sethe purpose of each of the Planned and Published Schedule
p p
d. Point out
e n
i K
Display lic
o subsections.
ns
Jha Subsection Explanation
First Day of the The work week of different groups can start on different days.
Week This group's work week starts on Monday whereas Oracle's
work week starts on Saturday.
Display Labels Set the label schedule and custom shifts as well as the custom
and Colors shift color.
Note: You set the color of schedule shifts using the Manage
Shift Properties task discussed in a later lesson.
Required Select colors to visually show staffing levels on the planned and
Resource published schedule summary tables.
Thresholds Set the quantities for over and under staffing levels
Consider this scenario and the following variations: You require 10 resources and set
inclusive over and under staffing differences of 2.
1) With 12 scheduled resources, the surplus of 1 is in the Over color.

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Appendix A: Instructor Demonstrations 161


2) With 6 resources scheduled, the deficit of -4 is in the Under color.
3) With 9 resources scheduled, the -1 deficit is in the Normal color.
3. Click Next.
a. Explain that on the Edit Scheduler Profile: Scheduler Assignments page, you identify
one or more schedulers to act on the manager’s behalf. All schedulers must have the
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Time and Labor Manager role to access the scheduling features. You can associate a
scheduler with more than one scheduler profile to enable the scheduler to manage
multiple scheduling groups.
4. Click Next.
a. On the Review page, review the profile details, profile values, and scheduler
assignments.
5. Click Cancel.
6. On the Warning dialog box, click Yes. bl e
fe r a
7. Click Done.
an s
n - t r
a no
) has ideฺ
ฺ c om t Gu
ฺ i b m den
@ in Stu
a l a this
k o pp use
l a (j e to
o ppa licens
n siK
Jha

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162 Appendix A: Instructor Demonstrations


Instructor Demonstration L3-3: Planning Team Schedules

Demonstration Overview
In this demonstration, your instructor explains the Manage Planned Schedules page.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Demonstration Assumptions
Time: <10 minutes

Demonstration Tasks

Signing In and Navigating


1. Ensure that you are signed in as brian.joseph.
bl e
2. Ensure that you are on the Time Management work area.
fe r a
ans
Planning Team Schedules
n - t r
1. Click the Managed Planned Schedule tab.
a no
a. Explain that on the Manage Planned Schedule page, h
) ascan view
you
e ฺ weekly team
i d
schedules based on the member’s work schedule,
ฺ c omwhich t G u approved absences
includes
and public holidays.
ฺ i b m den
in fields:
2. Point out and explain the purpose of these
@ S tu
Field a t hi
laExplanation s
p e
Date ( j kop to uSelect
s a date to display the schedule for the week that
p a la nse contains that date.
o p Profile
l i ce
s i K
Scheduler The choice list values correspond to specific scheduler
n
Jha
profiles, which control the schedule display options for the
groups as well as the default number of resources
required.
3. Explain the result of these actions:
Action on a Shift Result
Double-click Opens the Edit Shift dialog box where you can edit shift properties.
Example: A worker has jury duty on Friday and wants to work from
2:00 PM to 7:00 PM instead of the regular shift hours. After you
change the start and end time, the planned schedule page displays
the shift using the custom shift color.
Right-click Displays the Actions menu with Update and Delete options. If you
select two shifts using the CTRL key, you can swap the shifts.
4. Point out the Planned Schedule Summary section.
a. Explain that you can quickly analyze workload coverage using indicators of total hours
scheduled, resources required, and resources scheduled.

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Appendix A: Instructor Demonstrations 163


b. In the Resource Required field, click the Edit icon.
1) On the Edit Resources Required dialog box, you can enter the new resource
numbers in the Revised Resourcing row.
2) Click Cancel.
c. On the Manage Planned Schedule page, click Show Graph to view the information in
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

a graphical format.
5. On the scheduling group section toolbar, point out the Publish button.
a. Explain that you click this button to publish the schedule. Publishing a schedule sets it
as the official worker schedule.

bl e
fe r a
an s
n - t r
a no
) has ideฺ
ฺ c om t Gu
ฺ i b m den
@ in Stu
a l a this
k o pp use
l a (j e to
o ppa licens
n s iK
Jha

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164 Appendix A: Instructor Demonstrations


Instructor Demonstration L3-4: Viewing Published Schedules

Demonstration Overview
In this demonstration, your instructor shows you how to view a published schedule.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Demonstration Assumptions
Time: <5 minutes

Demonstration Tasks

Signing In and Navigating


1. Ensure that you are signed in as brian.joseph.
bl e
2. Ensure that you are in the Time Management work area.
fe r a
ans
Viewing Published Schedules
n - t r
1. On the Tasks panel tab, click View Published Schedule.
a no
h s weeklyฺ official team
aview
ide
2. Explain that on the View Published Schedule page you can
schedules for the selected scheduling group. m ) u
o
ฺc ent G
3. Click Done. m
i nฺib Stud
a l a@ this
k o pp use
l a (j e to
o ppa licens
n s iK
Jha

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Appendix A: Instructor Demonstrations 165


Instructor Demonstration L6-1: Duplicating a Single-Attribute Time
Card Field

Demonstration Overview
In this demonstration, your instructor demonstrates reviewing a single-attribute time card field
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

with dependent fields.

Demonstration Assumption
Time <15 minutes

Demonstration Tasks

Signing In and Navigating


bl e
fe r a
1. Sign out and sign in as Your.Implementor.
an s
2. On the Settings and Actions menu, select Setup and Maintenance….
n - t r
3. In the Setup field, select Workforce Deployment.
a no
4. In the Functional Areas list, select Time and Labor.
) has ideฺ
5. In the Show field, select All Tasks.
ฺ c om t Gu
ฺ i b m den
Duplicating a Single-Attribute Time Card
@ in Stu Field
l
1. In the Task list, click ManageaTime a Entry
t h is Components.
Layout
pp usepage, search for and select the Payroll Time Type
2. On the Manage LayoutoComponents
k
time card field.la (
j to
a Set e
s click the Layout Set icon.
o
a. In theppLayout li c e ncolumn,
b.i K
s Explain that the Layout Set dialog box lists the layouts that use the Payroll Time Type
n time card field.
Jha
c. Click OK.
3. On the Manage Layout Components page, click the Duplicate icon.
4. On the Duplicate Layout Component dialog box, in the Name field, enter Demo PTT. Explain
that the name that you enter appears in the field Name choice list of the Edit Layout dialog
box.
5. Click OK.
6. On the Create Time Card Field: Field Definition page, point out and explain these fields:
Field Explanation
Time Attribute The selected Payroll Time Type attribute categorizes
time for payroll processing according to the values
selected, such as Regular and Overtime.
Filtered Data Source for Select a list of values that the worker uses when
Time Entry entering time.

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166 Appendix A: Instructor Demonstrations


7. Click Add Filters.
a. On the Add Time Entry Data Source Filters the dialog box, explain that the Assignment
attribute value filters the list of values for the Payroll Time Type attribute. The list of
payroll time types available on the time card are the valid values for the worker’s
legislative data group, which is derived from the assignment value that the user selects
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during time entry.


b. Click Cancel.
8. On the Create Time Card Field: Field Definition page, point out and explain these fields:
Field Explanation
Unfiltered Data Source for Select list of values that administrators and managers
Setup Tasks use when setting up and configuring the Time and Labor
application.
bl e
Populate Method for New Configure default values for the time card fields by either
fe r a
Entry providing a value or selecting a function.
ans
n - t r
a no
For this demo, select Specific value. Note that not all
has ideฺ
time card fields automatically populate default values.
)
Specific Display Value omfor ttheGtime
Select a defaultcvalue

u card field.
i
Specifyฺnotb m d e n field on the time card by
Display Type
@ tu type Hidden.
in the component
to display
S
the

a la thi
selecting s
Display Name
o p
p uThe s evalue is the field name. You can overwrite the
k
(j e to default name by entering a new value.
l a
Enablep
o pa conelayouts
override ns Selecting this check box allows you to update the
i K l i
a n s property values when configuring the different layout

Jh
sets.
Example: For a time card field with the Payroll Time
Type time attribute, you can change the Display Name
value to Pay Time Type and later, when editing the time
entry layout in the layout set, you can change the
Display Label value to Hours Type.
9. Click Next.
a. On the Create Time Card Field: Dependent Field Definition page, click the Create icon.
1) Explain that on the Create Dependent Time Card Field dialog box, you establish
dependency between two time card fields. You can define the dependent time card
fields that appear on the time card when a time reporter selects a time attribute in
the related independent time card field.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Appendix A: Instructor Demonstrations 167


2) Complete the fields, as shown in this table.
Field Value
Name Demo Cost Center
Dependent Time Attribute Cost Center Regular TL
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Tip: Change the search


results from General to
Detailed.
3) Point out and explain the purpose of these availability options:
Option Explanation
For all independent time If you select this option, the dependent time card
attribute values field is available for selection in the Time Card
bl e
Matrix, Row Level Details, and Daily Details
fe r a
dialog boxes even if the independent time card
an s
field is not selected in the Time Card Matrix
n - t r
dialog box.
a no
For specific independent time The dependent h
) ascard field
time
e ฺ is available only in
i d
attribute values
boxesฺc
om Details
the Row Level
t
and onlynwhen
Guthe
and Daily Details dialog

i b m e worker selects the


d for the selected time attribute.
i nฺ specified
S t uvalue
a l a@ thFor is this demo, in the Independent Time
k o pp use Attributes Values field, select Regular TL US
l a (j e to Legislative Data Group.
4) p
o paOK.cens
Click
b.i K li Time Card Field: Dependent Field Definition page, in the Time Attribute
s On the Create
an and Data Source section, Filtered Data Source for Time Entry field, select
Jh Corporate Cost Center.
c. In the Unfiltered Data Source for Setup Tasks field, select Corporate Cost Center.
d. In the Display Type field, select Smart choice list.
10. Click Next.
a. On the Create Time Card Field: Review page, point out the Dependent Time Card
Field section.
b. Explain that you can click the Expand icon to the left of the dependent time card field
name to view the properties of the dependent time card field.
11. Click Cancel.
12. On the Warning dialog box, click Yes.

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168 Appendix A: Instructor Demonstrations


Instructor Demonstration L6-2: Reviewing and Creating a Multiple-
Attribute Time Card Field

Demonstration Overview
In this demonstration, your instructor reviews a multiple-attribute time card field.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Demonstration Assumptions
Time: <15 minutes

Demonstration Tasks

Signing In and Navigating


bl e
1. Ensure that you are signed in as Your.Implementor.
fe r a
2. Ensure that you are on the Manage Layout Components page.
ans
n - t r
Reviewing a Multiple-Attribute Time Card Field
a no
1. Search for and click Hours Type (Hourly).
) has ideฺ
a. On the Edit Time Card Field: Time Card Field Definition
c o m G u point out the Display
page,

m that
Value and Multiple Attribute Definition section. Explain
e t
n that in this section, you can add
ฺ i
n Stu b d
i
time attributes and the corresponding
@Filters
values you want to display on the time card.
b. Remind students about thela
a Add
t h isbutton, the Default Values section, and the
various options in the
o p Properties
pDisplay s e section.
k
(j e to u
2. Click Next.
l a
a Card s Dependent Time Card Field Definition page, explain that you
3. p
On the Edit
o pTime c e nField:
li
scani Kadd a dependent time card field that provides additional information about the related
nindependent time card field. Point out that this time card field does not have any dependent
Jha time card field.
4. Click Next.
5. On the Review page, click Cancel.

Creating a Multiple-Attribute Time Card Field


1. On the Manage Layout Components page, click the Create icon.
a. On the Create Layout Component dialog box, select the Multiple attribute time card
field option.
b. Click OK.
2. On the Create Time Card Field: Field Definition page, in the Name field, enter Demo MATCF.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Appendix A: Instructor Demonstrations 169


3. On the Display Value and Multiple Attribute Definition section toolbar, click Add Time
Attribute.
a. On the Add Time Attribute dialog box, complete the fields, as shown in this table.
Field Value
Attribute Display Sequence 1
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Time Attribute Absence Management Type


Unfiltered Data Source for List of Absence Types for
setup Tasks Administrator
Filtered Data Source for time List of Absence Types for User
Entry Note: This is the choice list from
which a worker selects a value when
bl e
reporting time for the Absence
fe r a
Management Type time attribute.
an s
Required for attribute Deselect n - t r
definition structure
a no
b. Click OK.
) has ideฺ
4. c ompointt out
On the Create Time Card Field: Field Definition page,
ฺ G uthat the table contains the
new column Absence Management Type.bm
i d e n

in the S tu as shown in this table.
5.
@
Add a second time attribute by completing
la Value hi s fields,

p a e t
op o us
Field
( j k t
a l a sequence
Attribute Display
s e 2
Timeo pp licen
Attribute Payroll Time Type
si K
n Unfiltered Data Source for Setup List of Payroll Time Types for
Jha Tasks Administrator
Unfiltered Data Source for Time List of Payroll Time Types for
Entry User
Required for attribute definition Deselect
structure
a. Click OK.
6. On the Create Time Card Field: Field Definition page, complete the first row fields, as
shown in this table.
Field Value
Value Displayed on Time Card Holiday
Absence Management Type Holiday IT
a. Point out the Enabled column.

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170 Appendix A: Instructor Demonstrations


7. Explain that selecting this check box enables you to display the alternative name of the
attribute in the list of values in the time card. Repeat these steps twice to add two rows.
a. On the section toolbar, click the Add icon to insert a table row.
b. Complete the fields, as shown in this table.
Field Inserted Row 1 Inserted Row 2
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Value Displayed on Sick Overtime


Time Card
Absence Management Sick
Type
Payroll Time Type Overtime TL US Legislative
Data Group
bl e
8. Click Add Filters.
fe r a
a. On the Add Time Entry Data Source Filters dialog box, configure the filter variables and
ans
time attributes, as shown in this table.
n - t r
Filter Variable a no
Filter Input Attribute
pAssignmentId Assignment ) has ideฺ
ฺ c om t Gu
pEffectiveDate
ฺ i b m den
Start Time
b. Click OK.
@ in Stu
9. On the Field Definition page,a l a students
remind t h is about the various options in the Display
Properties section.
k o pp use
l a
10. In the Display Type(jfield, eselect
to Smart choice list.
o ppa licens
11. Click Next.
12. s
On
K Create Time Card Field: Dependent Field Definition page, click Next.
i the
n
Jha a. On the Create Time Card Field: Review page, review the independent and any
dependent field definitions.
13. Click Cancel.
14. On the Warning dialog box, click Yes.
15. On the Manage Layout Components page, click Done.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Appendix A: Instructor Demonstrations 171


Instructor Demonstration 7-1: Duplicating and Viewing the Delivered
Payroll Layout Set
Demonstration Overview
In this demonstration, your instructor creates a payroll layout set.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Demonstration Assumptions
Time: < 20 minutes

Demonstration Tasks

Signing In and Navigating


Ensure that you are signed in as Your.Implementor.
1.
bl e
2. Ensure that you are on the Setup: Workforce Deployment page with all tasks showing for
fe r a
the Time and Labor functional area.
an s
n - t r
Viewing a Time Entry Layout
a no
1. Click Manage Time Layout Sets.
) has ideฺ
2. On the Manage Layout Sets page, search for and o
c m Payroll
select
G uLayout Set.

m den t
3. On the toolbar, click the Duplicate.
ฺ i b tu selections by clicking Generate
@
4. On the Generate Layout Set page, accept in the S default
Layout Set. a la thi s
o p
ppage, inustheeName field, enter Demo Pay.
5. On the Define Layout k
(j e to
Set
l a the
a. Point outathat s section lists the different layouts in the layout set.
Layouts
p p e n
6. In the o
i K Time EntrylicLayout row, click the Configure Layout icon.
h a nsa. An Error dialog box appears with the message: The person header is empty because
J no record was found. The HCM_IMPL user is not an employee, so does not have a
person record to display in the time card. Click OK.
b. The Configure Time Entry Layout page reflects what workers associated with the
layout see on the Create Time Card: Report Time page.
c. Point out the Next, Save, Save and Close, and Cancel buttons, which are disabled on
this page because it is not the actual worker time card.
7. On the Time Entry tab, click Edit Layout.

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172 Appendix A: Instructor Demonstrations


8. On the Edit Layout guided process dialog box, point out and explain the purpose of these
user interface components:
Label UI Type Explanation
Time Card Matrix Guided Add the time card fields to display in the time entry
process section of the Report Time page.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

page The time card matrix of each layout is always populated


with default fields for the selected consumer.
Display Label Field You can edit the value for only those fields with override
enabled in the time entry layout component
configuration.
Enable entry of Check box Select when you want to enable workers to enter any
negative hours numeric value, including negative hour entries.
bl e
fe r a
Enable time to Check box Select when you want to enable workers to enter an
n s
span midnight end time on the next day.
n - tra
Display Unit of Check box Select when you want to include the
a noUnit of Measure
has ideฺ
Measure column in the matrices on the time card pages.
Display the choice m )
Time Entry Field
ฺ c o list. t Gu
Format
ฺ i b m den
Decimal Places Field Specify
@ S tu
in the precision-of-hour display.
l a
Field pa Specify
i s
ththe number of blank rows to insert in the time
Default Number
of Blank Rows on jko
p e
s table when the worker first opens the Create Time
uentry
(
la nse t o
p a
a New Time Card
p lice
Card: Report Time page.
9. Click K o
Next.

a n sa.i On Row Level Details page of the dialog box, explain that you can add fields that apply
Jh to the entire row and workers use only occasionally in the Additional Attributes dialog
box opened from the Create Time Card: Report Time. For example, workers are
associated with a primary department but occasionally work in another department.
You want them to record these department changes in the Additional Attributes dialog
box.
10. Click Next.
a. On the Comments page of the dialog box, explain that you can configure the row-level
comments to appear either on the Create Time Card: Report Time page or in the daily
details dialog box opened from that page.
11. Click Next.
a. On the Entry Level Details page of the dialog box, explain that you add the fields that
you want to display in the Daily Details dialog box opened from the Create Time Card:
Report Time page.
12. Click Save and Close.

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Appendix A: Instructor Demonstrations 173


13. On the Warning dialog box, click Yes to copy the changes to the time review, view,
approval notification, and calendar layouts.
14. On the Confirmation dialog box, click OK.
15. On the Configure Time Entry Layout page, Save menu, select Save and Close.
16. On the Edit Layout Set: Demo Pay page, click Save and Close.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

17. On the Confirmation dialog box, click OK.


18. On the Manage Layout Sets page, dick Done.

bl e
fe r a
an s
n - t r
a no
) has ideฺ
ฺ c om t Gu
ฺ i b m den
@ in Stu
a l a this
k o pp use
l a (j e to
o ppa licens
n siK
Jha

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174 Appendix A: Instructor Demonstrations


Instructor Demonstration L8-1: Creating HCM Groups

Demonstration Overview
In this demonstration, your instructor creates and refreshes groups.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Demonstration Assumption
Time: <20 minutes

Demonstration Tasks

Signing In and Navigating


1. Ensure that you are signed in as Your.Implementor.
bl e
2. Ensure that you are on the Setup: Workforce Deployment page with all tasks showing for
fe r a
the Time and Labor functional area.
ans
n - t r
Creating a Group by Specifying Evaluation Criteria
a no
1. Click Manage HCM Groups.
) h as eฺ
2. On the Manage Groups page, click the Create icon. m
c o G uid
m ฺ Demo
3. On the Create Group page, in the Name field, enter
e n tBetty and Curtis.
i b
nฺ fields:t ud
i
4. Point out and explain the purpose of these
S
a l a@ this
ppYes touprevent
Field Explanation
o s e
Locked ( j k
Select
t o refreshing of the group membership. Locking
a
al ethe e membership is a permanent action and cannot be reversed.
sgroup
p p n
i K o Period
Evaluation lic There are two options in the choice list.
h a ns Option Description
J
As of run date Evaluates the group membership for a
specific date
For a date range Evaluates the membership criteria for
each day in the defined range of dates.
Point out the additional Number of Days
Before Evaluation Date and Number of
Days After Evaluation Date fields that
appear on the page. Using these fields,
you can define the range of dates with
reference to the run date for evaluating the
group membership.

For this demonstration, select As of run date.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Appendix A: Instructor Demonstrations 175


5. Point out and explain the purpose of these sections:
Section Explanation
Evaluation Criteria You can create one or more conditions by using
attributes, relational, and logical operators to build the
selection criteria for the group. These conditions must be
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satisfied for persons to be included in or excluded from


the group.
Include or Exclude Groups You can include or exclude groups from this group.
Include or Exclude Members You can add members that you want to include in or
exclude from the group by using the Add Members to
Include and Add Members to Exclude buttons. Use the
Create icon and Condition option to include or exclude
bl e
members one at a time.
fe r a
6. On the Evaluation Criteria section toolbar, click the Add icon.
t r a ns
a. On the Evaluation Criteria page, expand Employment to show the -
onemployment
attributes. a n
a s
h ideฺ
b. Complete the fields, as shown in this table. )
Field Value ฺ c om t Gu
ฺ i b m den
Select Attribute
@ in SUnit
Business tu
Operator a la Equal t s
hi To
p e
Value ( j kop to us US1 Business Unit
p a la nse
op
c. Click Cancel.
ce
Explain thatlieveryone creates a group criteria condition in an upcoming practice.
d.i K
an s
JhCreating a Group by Including a Member
1. On the Include or Exclude Members section toolbar, click the Add icon to insert a t row.
2. In the Member Name field, search for and select Anderson, Betty using the format
Lastname, Firstname.
3. Confirm that the Condition value is Include.
4. Repeat steps 1 -- 3 to add Feitty, Curtis.
5. Click Save and Close.
6. On the Confirmation dialog box, click OK.

Refreshing Group Membership


1. On the Manage Groups page, click Refresh Group Membership.
2. In the Refresh Group Membership page, search for and select the Demo Betty and Curtis
group.
a. Point out that the default value of the Evaluation Date field is the system date.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

176 Appendix A: Instructor Demonstrations


3. In the Evaluation Date field, select January 1 of the current year.
a. Point out that the Remove Future-Dated Group Members default value is No.
b. Point out the Advanced button. Explain that you can schedule regular refreshes by
using these advanced options.
4. Click Submit.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

5. On the Confirmation dialog box, click OK.

Viewing the Evaluation Status of the Group


1. On the Manage Groups page, click View Evaluation Status.
2. On the Group Evaluation Process Status page, click Search.
3. In the Search Results section, ensure that the processing status of the Demo Betty and
Curtis group is Completed Successfully.
bl e
If the processing status is Failed, click the process log file to download the file. Review the
fe r a
file to resolve functional or system errors.
ans
4. Click Done.
n - t r
a no
Viewing the Group Members
) h as eฺ
1. On the Manage Groups page, select Demo Betty and
c o mCurtis.Guid
2. On the toolbar, click View Group Members.mฺ n t
i b e
udgroup consists of Betty Anderson and
i
3. On the View Group Members page, confirmnฺ thatSthe
t
Curtis Feitty.
a l a@ this
4. Click Done.
k o pp use
l a (j e to
ppa licDefinition
Viewing the Group
o ens
1. s On K Manage Groups page, select HCM Hourly.
i the
n
Jh2.a On the toolbar, click View Group Definition.
On the Group: HCM Hourly page, explain these sections:
Section Description
Evaluation Criteria Criteria identifies multiple grades to include in the group
with the Or operator and adds the legal employer with the
And operator. Group members must belong to one of the
specified grades and the specified legal employer.
Include or Exclude Conditions explicitly exclude some workers that the
Members evaluation criteria might otherwise include.
3. Click Done.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Appendix A: Instructor Demonstrations 177


Instructor Demonstration L9-1: Viewing the Delivered Worker Time
Entry Profile

Demonstration Overview
In this demonstration, your instructor completes the following tasks:
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

 Reviews the delivered worker time entry profile and shows how to customize it
 Shows the troubleshooting page

Demonstration Assumption
Time: <20 minutes

Demonstration Tasks
bl e
Signing In and Navigating
fe r a
an s
1. Ensure that you are signed in as Your.Implementor.
n - t r
2. no
Ensure that you are on the Setup: Workforce Deployment page with all tasks showing for
a
has ideฺ
the Time and Labor functional area.

Viewing the Worker Time Entry Setup Profile om


) u
ฺ c t G
1. Click Manage Worker Time Entry Profiles.
ฺ i b m den
2. On the Manage Worker Time Entry @ in Profiles
Setup S tupage, search for Payroll Time Entry
a la thi s
Profile.
o p
p use
k
a (thej Group
3. Click the Group Usage icon.
l e o
tUsage
a. Point outathat s dialog box lists the groups associated with this profile.
b. K p p
o Done.lic
Click e n
i
nsOn the Manage Worker Entry Setup Profiles page, click Payroll Time Entry Profile.
J h a
4.
a. On the Edit Worker Time Entry Setup Profile: Profile Values page, point out and
explain the purpose of these user interface components:
Label UI Type Explanation
Effective Start Field The date when the access settings that you configure
Date become effective.
Layout Set Field The layout set used by the workers associated with the
profile using group assignments.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

178 Appendix A: Instructor Demonstrations


Time Entry Section The configuration for when the workers and managers
Actions Allowed can create, view, edit, and delete time cards.
b. For each time entry action, you can enable the
time card statuses in which users can access
the time card to perform that action.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

c. In the Days Before and Days After fields you


can enter the number of days into the past or
future that a worker can take action in each
enabled status. If you do not enter a value, the
worker has unlimited access to perform the
action on the time card in the enabled status.
Workers and managers who use this delivered profile
have unlimited access to create, view, edit, and delete
bl e
time cards.
fe r a
5. Click Next.
t r a ns
a. On the Edit Worker Time Entry Setup Profile: Group Assignmentso
n n- point out that
page,
you can select one or more groups that you want to associate
s awith the profile.
6. Click Next. ) a
h ideฺ
a. On the Edit Worker Time Entry Setup Profile: ฺ c om Priority
Profile t G upage, select Payroll Time
Entry Profile.
ฺ i b m den
b. On the toolbar, click Move to@
n tu
Topi to moveSthe selected profile to the top of the table.
a
Explain that this profilepnow
s
i priority.
lahas thethhighest
e
7. Click Next.
( j kop to us
p a
a. On the Edit laWorker n e Entry Setup Profile: Review page, point out that this page
sTime
p e
lic value definition, group assignments, and profile priority.
o the profile
shows
i K
8. ns
Click Cancel.
h a
J 9. On the Warning dialog box, click Yes.
Troubleshooting the Group Assignment
1. On the Manage Worker Time Entry Setup Profiles page, click Troubleshoot.
2. On the Troubleshoot Worker Time Entry Profile page, in the Person Name field, enter
And%.
3. Click Search.
4. Select one of the workers in the Search Results section.
a. Point out that the Evaluation Start Date field contains the current date.
5. Click Evaluate to list the profiles associated with the worker and effective on the current
date.
6. Point out Compare Profiles.
7. Click Assign Profile to Person.
a. In the Profile Name field, select a new profile.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Appendix A: Instructor Demonstrations 179


b. Explain that this assignment overrides any existing profile assignments derived from
group evaluation criteria. If this assignment is temporary, with known start and end
dates, you can add them in the From Date and To Date fields.
c. Click OK.
d. Select the override profile.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

e. Point out that the new profile moves to the top of the table with the highest priority.
f. Click Delete Override.
g. On the Warning dialog box, click Yes.
h. On the Troubleshoot Worker Time Entry Profile page, point out that Delete Override is
disabled when there are no override profiles.
8. Click Cancel.
9. On the Warning dialog box, click Yes.
bl e
10. On the Manage Worker Time Entry Setup Profiles page, click Done.
fe r a
an s
n - t r
a no
) has ideฺ
ฺ c om t Gu
ฺ i b m den
@ in Stu
a l a this
k o pp use
l a (j e to
o ppa licens
n s iK
Jha

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180 Appendix A: Instructor Demonstrations


Instructor Demonstration L10-1: Viewing Repeating Time Periods

Demonstration Overview
In this demonstration, your instructor reviews weekly, monthly, and semimonthly repeating time
period configurations.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Demonstration Assumptions
Time: <15 minutes

Demonstration Tasks

Signing In and Navigating


1. Sign out and sign in as Your.Implementor. bl e
On the Settings and Actions menu, select Setup and Maintenance…. fe r a
2.
ans
3. In the Setupfield, click Workforce Deployment.
n - t r
4. In the Functional Areas list, select Time and Labor.
a no
5. In the Show field, select All Tasks.
) has ideฺ
Creating Repeating Time Periods ฺ c om t Gu
ฺ i b m den
1. In the Task list, click Manage Repeating
@ tu
in TimeSPeriods.
2. On the Manage Repeating Time
a laPeriodsthpage,s
i click the Create icon.
p e
3. On the Create Repeating
( j kopTime
o u s page, in the Name field, enter Demo.
Period
t at a time, and then show the corresponding period types.
l
4. Select each period
a a usage, s eone
o p thatcthe
pout enchoice list varies depending on the selected usage.
a. Point
K l i
n b.i Explain what objects use the various repeating time periods:
s
Jha Object Usage
Worker time processing setup Time Card
profile Overtime
Time consumer set Approval
Absence plan Accrual Processing
Time balance definition Balances
Time calculation rule template
Time calculation rule
5. Complete the fields, as shown in this table.
Field Value Explanation
Period Usage Time Card The usage constrains what period type you can
select.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Appendix A: Instructor Demonstrations 181


Period Type Weekly
Period Length Biweekly The length of the period depends on the period
type
Sample Start Date Saturday of the You enter an example starting date that sets
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

current week the desired pattern for periods longer than one
day.

6. Complete the remaining fields, as shown in this table.


Field Value Explanation
Preview Period Start A date at least These dates do not have to start on the same
Date three months day of the week as the repeating period. They
earlier than can be any arbitrary date that includes the bl e
today sample start date and allows multiple instances fe r a
an s
Preview Period End A date at least
of the repeating periods to fall within the date
n - t r
no
range.
Date three months
a
has ideฺ
later than
today )
ฺ c om within
t G u
7. Click Preview Time Periods to view all period instances
i b m e n the selected test period
start and end dates.
i nฺ Stud
8. Click View Calendar.
a l a@ this
a. Point out that starting
o p the sreference
pwith e date, periods are generated every 14 days. All
periods start on k
(j the same u
today of the week.
l a e
b. Point out
o p pathatcthee s day of each period (all Saturdays) has the dates of the period in
nfirst
i li over the arrow, you can see the end date of the period.
Kit. If you hover
s
nc. Explain that the start date of the preview period might not be the start date of a period
Jha instance, depending on how you defined the preview period in relation to the pattern
start date.

Creating Monthly Repeating Time Periods


1. Complete the fields, as shown in this table.
Field Value Explanation
Period Usage Accrual
Processing
Period Type Monthly
Period Length Calendar month The length of the period depends on the period
type
Sample Start Date The first day of the You enter an example starting date that sets the
current month desired pattern for periods longer than one day.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

182 Appendix A: Instructor Demonstrations


Preview Period A date at least Preview Period Start Date
Start Date three months
earlier than today
Preview Period A date at least Preview Period End Date
End Date three months later
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

than today
2. Click Preview Time Periods.
3. Click View Table.
a. Point out that the preview process generates periods from a specific day in one month
up to that day in the following month.

Creating Semimonthly Repeating Time Periods


bl e
1. Complete the fields, as shown in this table.
fe r a
ans
Field Value
r
Explanation
n - t
Period Usage Accrual Processing
a no
Period Type Semimonthly
) has ideฺ
Sample Start Date
c ommontht Gu You enter an example
The first day of the current

ฺ i b m den starting date that sets
i n S t u the desired pattern for
@
la thi s periods longer than one
p a e
kop to us
day.
( j
Date pp
alaStart
Preview Period
n s eGo back three months in the calendar
e and select the first day of that month.
o l i c
n s i K Period End Go forward three months in the
Preview
Jha Date calendar and select the last day of
that month.
2. Click Preview Time Periods.
a. Point out that the first of the semimonthly period starts on the numerical day of the
pattern starting date and lasts for 15 days. The second period starts on the 16th and
lasts through the day before the numerical day of the pattern starting date in the next
month.
b. Explain that saving the period definition generates periods for 10 years before and after
the current date.
3. Click Cancel.
4. On the Warning dialog box, click Yes.
5. On the Manage Repeating Time Periods page, click Done.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Appendix A: Instructor Demonstrations 183


Instructor Demonstration L10-2: Creating a Time Category

Demonstration Overview
In this demonstration, your instructor shows how to create a time category.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Demonstration Assumption
Time: <10 minutes

Demonstration Tasks

Signing In and Navigating


1. Ensure that you are signed in as Your.Implementor.
bl e
2. Ensure that you are on the Setup: Workforce Deployment page with all tasks showing for
fe r a
the Time and Labor functional area.
an s
n - t r
Creating a Time Category Definition
a no
1. Click Manage Time Categories.
) h as eฺ
2. On the Manage Time Categories page, click the Create
c o m icon.Guid
3. On the Create Time Category page, in the Name
m ฺ field,eenter
n t Demo.
4. Discuss the purpose of these fields. inฺ
i b t ud
a@ this S
a l
pp Filters
Field Purpose
o u s e
Track Usage ( j k t o condition value types to only values that can be
a
al ense saved for use in balance definitions and reports.
p p
UnitKofoMeasurelic
n s i Filters the available time attributes.

Jh5.a Discuss the key components of a condition. Point out the Time Attribute, Value Type and
Operator fields. Explain that a condition can combine several attributes into an expression
that must be true as a whole for the time category to identify the time entry.
6. Point out and explain the purpose of each of these toolbar icons:
Icon Explanation
Add Parentheses Group two or more conditions to form a separate
Remove Parentheses statement within a compound condition.

Embed Insert the definition from another another time category in


a read-only format, including the attribute fields and
values.
7. Click Cancel.
8. On the Warning dialog box, click Yes.
9. On the Manage Time Categories page, click Done.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

184 Appendix A: Instructor Demonstrations


Instructor Demonstration L10-3: Introducing Delivered Time
Consumer Sets

Demonstration Overview
In this demonstration, your instructor reviews a delivered time consumer set and creates
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

another one.

Demonstration Assumptions
Time: <15 minutes

Demonstration Tasks

Signing In and Navigating


bl e
fe r a
1. Ensure that you are signed in as Your.Implementor.
ans
2. Ensure that you are on the Setup: Workforce Deployment page with all tasks showing for
n - t r
the Time and Labor functional area.
a no
Viewing the Delivered Payroll Only Time Consumer)Set has ideฺ
ฺ c om t Gu
1. Click Manage Time Consumer Sets.
i b m d e n
2. On the Manage Time Consumer Sets page,
i ฺ
n Stu search for and click Payroll Only.
3. On the View Time Consumer Set:
a l a@ h
Payroll Only
t is page, point out and explain these fields:
Field
k o ppExplanation
u s e
l a (j e to
p p a ens You can select more than one time consumer in a time
Time Consumer

i K o lic consumer set.

h a nsEnable Time Card You can select Yes to send informational notifications to
J Submission Information workers, their managers, and time approvers when time
Workflow reporters or rules submit time cards.
Time Category Identify all reported and calculated time entries to transfer to
the time consumer.
Required Time Card The default value is Yes. This means that the time consumer
Status requires the time card status for all time card periods.
Validate on Time Card There are two options in the choice list.
Actions
Option Description
Submit and Validates time entries when workers click
save Save, Save and Close, and Next
Submit only Validates time entries only when workers
click Next to submit their time card, not
when they click Save

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Appendix A: Instructor Demonstrations 185


Approval Period You can select only repeating time periods defined with a
usage that includes approval period.
Approval Required In this time consumer set, the time card must be approved by
the payroll manager before the payroll administrator can
transfer time data for pay processing.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

4. Click Done.

bl e
fe r a
an s
n - t r
a no
) has ideฺ
ฺ c om t Gu
ฺ i b m den
@ in Stu
a l a this
k o pp use
l a (j e to
o ppa licens
n siK
Jha

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186 Appendix A: Instructor Demonstrations


Instructor Demonstration L12-1: Creating a Time Calculation Rule
Template and Rule

Demonstration Overview
In this demonstration, your instructor show you how to create a time calculation rule template
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

and a rule based on the new rule template.

Demonstration Assumptions
Time: <15 minutes

Demonstration Tasks

Signing In and Navigating


bl e
fe r a
1. Ensure that you are signed in as Your.Implementor.
ans
2. Ensure that you are on the Setup: Workforce page with all tasks showing for the Time and
n - t r
Labor functional area.
a no
Creating a Time Calculation Rule Template ) has ideฺ
ฺ c om t Gu
1. Click Manage Time Repository Rule Templates.
i m Create
bthe d e n
2. On the Manage Rule Templates page,n
i ฺ
click tu icon.
@ s S
i complete the fields, as shown in this table.
a. On the Create Rule Template
p a la dialogthbox,
e
Field
( j kopValue
t o us
Templatea a seTime calculation rule
lType
o p
p Name c en WFM_THRESHOLD_TIME_CALCULATION_RULE
iKFormula l i
n s
Jha
Explain that you can attach a formula to more than one rule
template.
3. Click Continue.
a. On the Create Rule Template: Definition page, complete the fields, as shown in this
table.
Field Value Comments
Name Demo Daily OT
Threshold
Rule Classification Threshold Point out the various rule subtypes within
the template type.
Rule Execution Leave the default Explain that this field helps to decide
Type value whether the output of rules must create new
hour entries or update existing entries.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Appendix A: Instructor Demonstrations 187


Summation Level Day Explain that this option processes the rule
against hours entered for the entire day.
Save check box Select Point out that the Submit and Resubmit
(Time Card Events check boxes are already selected.
That Trigger Rule Explain that when the time reporter saves,
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

section) submits, and resubmits the time card, each


action initiates the time calculation rule.
4. Click Next.
a. Explain that on the Create Rule Template: Parameters page, you can specify the
various values for the two parameters.
b. Point out the Display Sequence field. Explain that his field specifies the order in which
the rule parameters are displayed when defining rules.
bl e
c. Complete the row fields, as shown in this table.
fe r a
an s
Row Parameter Type Display Name
n - t r
DEFINED_LIMIT Fixed number
a no Daily Overtime Threshold
WORKED_TIME_CONDITION Time category
) as category
hTime e ฺ that identifies the
i d
ฺ c om thour G uentries to use in time
ฺ i b m den calculations
5. in S
Click Next to open the Create Rule Template:
@ tu page.
Outputs
a. On the Create Rule Template:a t s
hi page, click the Add icon to insert a table row.
la Outputs
p
p as shown e
b. Complete the row
( j kofields,
t o us in this table.
Field al
a se
o p
p licen
Value

nsi KOutput Name PAY_ATTRIBUTE_OVER

Jha Output Group Output Group: 2


Time Attribute PayrollTimeType
Value Type Data source
Display Name Pay Type Over Threshold
c. In the OUT_MEASURE_OVER row, complete the fields, as shown in this table.
Field Value
Output Group Output Group: 2
Time Attribute Measure
Display Name Calculated Hours Over Threshold

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

188 Appendix A: Instructor Demonstrations


d. In the OUT_MEASURE_UNDER row, complete the fields, as shown in this table.
Field Value
Output Group Output Group: 1
Time Attribute Measure
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Display Name Calculated Hours Under


Threshold
e. On the toolbar, click Reorder.
f. On the Reorder Display Sequence dialog box, use the Move selected items up one
in list and Move selected items down one in list icons to achieve this sequence:
1) OUT_MEASURE_UNDER
2) OUT_MEASURE_OVER
bl e
3) PAY_ATTRIBUTE_OVER
fe r a
g. Click OK. ans
n - t r
6. On the Create Rule Template: Outputs page, click Next.
n o
a
has idwith
a. On the Create Rule Template: Explanation page, in the Explanation field, enter this
explanation, which uses token placeholders that are) replaced e ฺactual values during
c m
rule definition. Compare the total dailyohours identifiedG u by the time
ฺ n t
category {WORKED_TIME_CONDITION}
n ฺ i bmtime
t
withethe threshold
udtype for hours under the
{DEFINED_LIMIT}. Leave the i
@ hover
pay
S
threshold as is. Forlahours
a t is the threshold, set it to
{PAY_ATTRIBUTE_OVER}.
k o pp use
7. Click Next.
l a (j e to
a. On the
a epage,
ppReview ns review the basic information, time card events that trigger rule,
o li c
n si Kparameters, outputs, and explanation.
Jh8.a b.ClickEnsure that the output display sequence is as expected.
Save and Close.
9. On the Confirmation dialog box, click OK.
10. On the Manage Rule Templates page, click Done.

Creating a Time Calculation Rule


1. In the Task list, click Manage Time Repository Rules.
2. On the Manage Rules page, click the Create icon.
a. On the Create Rule dialog box, complete the fields, as shown in this table.
Field Value
Name Demo 8-hr Daily OT
Template Type Time calculation rule
Rule Template Name Demo Daily OT Threshold

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Appendix A: Instructor Demonstrations 189


3. Click Continue.
a. On the Create Rule: Demo 8-hr Daily OT page, point out the Rule Parameters section.
Explain that in this section, you configure the actual values for the rule parameters that
were defined in the rule template.
b. Complete the remaining fields, as shown in this table.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Field Value
Daily Overtime Threshold 8
Time category that identifies All Payroll Entries
the hour entries to use in time
calculations
Pay Type Over Threshold Overtime TL
bl e
4. Click Cancel.
fe r a
5. On the Warning dialog box, click Yes.
an s
6. On the Manage Rules page, click Done. n - t r
a no
) has ideฺ
ฺ c om t Gu
ฺ i b m den
@ in Stu
a l a this
k o pp use
l a (j e to
o ppa licens
n siK
Jha

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

190 Appendix A: Instructor Demonstrations


Instructor Demonstration L13-1: Viewing the Delivered Worker Time
Processing Profile

Demonstration Overview
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

In this demonstration, your instructor completes the following tasks:


 Reviews the delivered worker time processing profile and shows how to customize it
 Shows the troubleshooting page

Demonstration Assumption
Time: <20 minutes

Demonstration Tasks
bl e
fe r a
Signing In and Navigating
ans
1. Ensure that you are signed in as Your.Implementor. n - t r
2. a no
Ensure that you are on the Setup: Workforce Deployment page with all tasks showing for
the Time and Labor functional area.
) has ideฺ
ฺ c om t Gu
Viewing Worker Time Processing Profile
ฺ i b m den
1. Click Manage Worker Time Processing
@ S tu
in Profiles.
la thSetup
2. On the Manage Worker TimeaProcessing s
i Profiles page, search for Payroll Time
Processing Profile. op p e
( j k icon.to us
3. Click the Group
p a la nse
Usage

o p Group
a. On the
l i c e dialog box, explain that this dialog box lists the groups associated
Usage
K
si with this profile.
a n
Jh b. Click Done.
4. On the Manage Worker Time Processing Setup Profiles page, click the Payroll Time
Processing Profile.
a. On the Edit Worker Time Processing Setup Profile: Profile Values page, point out that
you cannot edit a delivered profile.
b. Point out and explain these fields:
Field Explanation
Time Card Period The choice list contains only repeating periods with period
usages of both time card and approval.
Overtime Period The choice list contains only repeating periods with the
overtime period usage.
Time Consumer Set The choice list contains only those time consumer sets with
approval periods that match the selected time card period.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Appendix A: Instructor Demonstrations 191


c. Point out that this profile does not have any time calculation and time entry rule sets
associated with it. Time and Labor delivers rule templates, but you must create all time
rules and rule sets, so delivered processing profiles cannot include rule sets.
5. Click Next.
a. On the Edit Worker Time Processing Setup Profile: Group Assignments page, point out
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

that you can select one or more groups to assign to the profile.
6. Click Next.
a. On the Edit Worker Time Processing Setup Profile: Profile Priority page, select Payroll
Time Processing Profile.
b. Point out that the profiles are associated with a priority number. Explain that lower
numbers have higher priority.
c. On the toolbar, click Move Up to move the selected profile up one row.
d. Click Move to Top to move the selected profile to the top of the table. bl e
fe r a
e. Explain that this profile now has the highest priority.
an s
f. Use the control key to select these three profiles:
n - t r
 Payroll Time Processing Profile
a no
 US Retail Hourly Time Processing Profile
) has ideฺ
 Salaried Non-exempt Processing Profile om G u
ฺ c
m den t
g. Click Compare Profiles.
ฺ i b tu point out that the profiles US Retail
@
1) On the Compare Profile Values in dialogSbox,
i s
la andthSalaried
Hourly ProcessingaProfile
p p e Non-exempt Processing Profile have
s Explain that these profiles are not delivered with
o owithuthem.
( j k
rule sets associated
t
la nsThey
the application.
p a e were created in this training environment.
2) p
K o l i ce
Click Close.

nsh.i On the Edit Worker Time Processing Setup Profile: Profile Priority page, point out that
Jha the Group Usage section lists the groups that are assigned to the profile Payroll Time
Processing Profile.
i. In the Priority Order table, select Projects Team Membership.
j. Point out that the Person Assignment section lists the workers that are associated with
this profile by individual assignment. In a later activity, you learn how to individually
assign a profile to the worker using the Assign Profile to Person option.
k. Select Hourly Payroll Time Processing Profile.
l. Point out the Group Usage section and explain that the HCM Hourly group is assigned
to this profile.
7. Click Next.
a. On the Edit Worker Time Processing Setup Profile: Review page, point out that this
page lists all time processing options and the group assignments for this profile.
8. Click Cancel.
9. On the Warning dialog box, click Yes.
10. On the Manage Worker Time Processing Setup Profiles page, click Done.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

192 Appendix A: Instructor Demonstrations


Instructor Demonstration L14-1: Approving Payroll Time

Demonstration Overview
In this demonstration, your instructor shows how a manager reviews a time card for approval
and adds comments.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Demonstration Assumptions
Time: <15 minutes

Demonstration Prerequisites
Complete the following instructor demonstrations before beginning this one:
 L5-1 through L5-2
bl e
fe r a
Demonstration Tasks
ans
n - t r
Signing In and Navigating
a no
a s
1. Sign out and sign in as Katri Hendrick's manager and payroll approver,
h ฺ susan.copeland.

m ) u i de
Approving Payroll Time o
ฺc ent G
m
nฺibicon.Stud
1. In the global header, click the Notifications
i
l a@box,thclick
2. On the Pending Notifications dialog
a is the approval notification for Katri Hendricks.
3. Review the time entry. pp s e
j k o
(section u
4. On the Comments
l a e to click Create.
header,
a. On the
a eComment
ppCreate ns dialog box, point out that you can enter an approval comment,
o c
Ksuch as Youli forgot to include your OT on Monday. Please correct
s i
n your time.
Jha b. Click OK.
5. Point out the Approve and Reject buttons. Explain that you can either approve or reject a
time card.
6. Click the Close icon.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Appendix A: Instructor Demonstrations 193


Instructor Demonstration L16-1: Creating Time Device Event
Mappings and Mapping Set

Demonstration Overview
In this demonstration, your instructor shows you how to create a time device event mapping
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

between the Swipe In device event and the In application event. Your instructor also associates
a time attribute that corresponds to that device event. After creating the event mapping, your
instructor creates a corresponding event mapping set.

Demonstration Assumptions
Time < 15 minutes

Demonstration Prerequisites bl e
fe r a
Complete the following instructor practices before beginning this demonstration:
an s
 Instructor Practices 16-1 Creating a Time Collection Device Supplier Lookup Code
n - t r
 no
Instructor Practices 16-2 Creating Supplier Device Event Lookup Codes
a
Demonstration Tasks ) has ideฺ
ฺ c om t Gu
Signing In and Navigating
ฺ i b m den
@ in Stu
1. Sign out and sign in as Your.Implementor.
a l a this
2. On the Settings and Actions
k o pp menu,u s eselect Setup and Maintenance….
l a (j Workforce
3. In the Setup field, select
e to Deployment.
ppa licAreas
4. In the Functional
o enslist, select Time and Labor.
K Show field, select All Tasks.
5. Inithe
s
a n
JhCreating the In Event Mapping
1. In the Task list, click Manage Time Device Event Mapping.
2. On the Manage Time Device Event Mappings page, click the Create icon.
a. On the Create Time Device Event Mapping page, complete the fields, as shown in this
table.
Field Value Comments
Name Demo BRI In
Device Supplier Badge Readers Inc.
Supplier Device Event Badge In Action recorded by the time
collection device
Application Event In Action used by various time rules
for validation and calculations.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

194 Appendix A: Instructor Demonstrations


3. Point out the In Event Attribute Map section.
a. Explain that in this section, you can select the time attributes to associate with the In
event. Additionally, you can associate a default value for the event.
b. On the section toolbar, click the Add Row icon to insert a table row.
c. Complete the fields, as shown in this table.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Field Value
Time Attribute Payroll Time Type
Default Value Regular TL US Legislative
Data Group
Tip: In this environment, the
Search section in the Search
and Select dialog box requires
bl e
a pValueSetId, which we don't
fe r a
know. Start typing the value ans
until you see the selection n - t r
a no
show in a short choice list.
4. Click Save and Close.
) has ideฺ
5. On the Confirmation dialog box, lick OK.
ฺ c om t Gu
i b mpage,dclick
e nDone.
6. On the Manage Time Device Event Mappings ฺ
in Stu
l @
a thSet is
Creating a Time Device Event a
p se
pTime
Mapping

( j k
1. On the Task List: Defineo o u Labor page, click Manage Time Device Event Mapping
and
a t
Sets.
p p al ense
i K ic Device Event Mapping Sets page, click the Create icon.
2. On theoManagelTime
3. ns
On the Create Time Device Event Mapping Set page, in the Name field, enter Demo BRI.
h a
J 4. On the Event Set Members section toolbar, click the Add Row icon.
5. On the Search and Select: Event Set Members dialog box, in the Available field, select
Demo BRI In.
6. Click the Move selected items to other list icon to move the item to the Selected field.
7. Click OK.
8. On the Create Time Device Event Mapping Set page, click Save and Close.
9. On the Confirmation dialog box, click OK.
10. On the to return to the Manage Time Device Event Mapping Sets page, click Done.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Appendix A: Instructor Demonstrations 195


Instructor Demonstration L16-2: Creating a Time Device Rule

Demonstration Overview
In this demonstration, your instructor shows you how to create a time device rule template and a
time device rule based on that template.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Demonstration Assumptions
Time < 10 minutes

Demonstration Tasks

Signing In and Navigating


1. Ensure that you are signed in as Your.Implementor. bl e
r
fefora
2. Ensure that you are on the Setup: Workforce Deployment page with all tasks showing
n s
the Time and Labor functional area.
n - tra
Creating a Time Device Rule a no
1. Click Manage Time Repository Rules. ) has ideฺ
2. On the Manage Rules page, click the Create icon ฺ c otom G
open tthe
u
Create Rule dialog box.
i b d n
mrule template
e
a. Explain that you must select a time
i n ฺ
device
t u to create your new time device
rules.
a@ this S
b. Complete the fields,p a l
aspshown inethis table.
( j k o
t o us
Field
a l a se Value Comments

o
Namepp licen Demo Validate Rest Period
n s i KTemplate Type Time device rule
Jha Rule Template Compare Rest Between Point out that you can associate a
Name Time Events Template rule with only one template.
3. Click Continue.
a. On the Create Rule: Demo Validate Rest Period page, explain that in the Rule
Parameters section, you configure the actual values for rule parameters, which were
defined in the rule template. The rule template display sequence determines the order
in which the rule page displays the parameters.
b. Point out and explain the purpose of these fields:
Field Explanation
First rule parameter Select a time category that identifies the shift top and
start times to use to determine the rest period.
Second rule parameter Enter the minimum required rest period duration in
minutes.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

196 Appendix A: Instructor Demonstrations


Third rule parameter Select a message that the rule displays when the rest
period between the shift stop and start times is less
than the required minimum.
Severity of the output The formula associated with the time device rule
message determines the actual message text.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

4. Click Cancel.
5. On the Warning dialog box, click Yes.

bl e
fe r a
ans
n - t r
a no
) has ideฺ
ฺ c om t Gu
ฺ i b m den
@ in Stu
a l a this
k o pp use
l a (j e to
o ppa licens
n s iK
Jha

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Appendix A: Instructor Demonstrations 197


Instructor Demonstration L16-3: Creating a Time Submission Rule

Demonstration Overview
In this demonstration, your instructor shows you how to create a time submission rule template.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Demonstration Assumptions
Time < 10 minutes

Demonstration Tasks

Signing In and Navigating


1 Ensure that you are signed in as Your.Implementor.
bl e
2. Ensure that you are on the Manage Rules page.
fe r a
an s
Creating a Time Submission Rule
n - t r
3.
a no
On the Search Results section toolbar, click the Create icon to open the Create Rule dialog
box.
) h as eฺ
a. Complete the fields, as shown in this table.
c o m Guid
m ฺ ent
Field
i
Value b
nฺ TSR t ud
i S
Name
a l a@ this
Demo
Template Type
k o pp useTime submission rule
l a
Rule Template(jNamee to Number of Hours Submission Template
o ppa licens
4. Click Continue.
n s iK
a. Explain that On the Create Rule: Demo Min Hours to Save or Submit page, in the Rule
Jha Parameters section, you configure the actual values for rule parameters that were
defined in the rule template. The rule template display sequence determines the order
in which the rule page displays the parameters.
b. Point out and explain the purpose of these fields:
Field Explanation
First rule parameter Select a time category that identifies the reported
hours to use to determine whether to save or submit
the time card.
Second rule parameter Enter the minimum hours required to automatically
submit the time card.
Third rule parameter Enter the minimum hours required to automatically
save the time card.
Final time card action Either the automatic save or submit action as
determined by evaluation of the total reported hours.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

198 Appendix A: Instructor Demonstrations


5. Click Cancel.
6. On the Warning dialog box, click Yes.
7. On the Manage Rules page, click Done.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

bl e
fe r a
ans
n - t r
a no
) has ideฺ
ฺ c om t Gu
ฺ i b m den
@ in Stu
a l a this
k o pp use
l a (j e to
o ppa licens
n s iK
Jha

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Appendix A: Instructor Demonstrations 199


Instructor Demonstration L18-1: Managing, Generating, Editing, and
Approving Time Cards

Demonstration Overview
In this demonstration, your instructor generates time cards for workers of the HCM Hourly group
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using the Generate time cards using scheduled hours option.

Demonstration Assumptions
Time < 15 minutes

Demonstration Tasks

Signing In and Navigating


bl e
fe r a
1. Sign out and sign in as curtis.feitty.
an s
2. Click My Workforce - Time Management.
n - t r
n o
a
Managing Time Cards
) h as eฺ
1. In the Time Management work area, click the Manage
c o mTimeG uidtab.
Cards
a. Explain that on the Manage Time Cardsm ฺ youecan
page n tcreate time cards for a group of
i b
nฺ application
t uddoes not create time cards for
workers who are not active a
i
workers across a range of dates. The
S
@ hofisthe group.
a l members
pas shown t
p
2. Complete the search fields,
o s e in this table.

a ( jk to uValue
Field
p p al ense
Groupo
i K Name
lic HCM Hourly

h a nsFrom Date January 1 of the current year


J To Date December 31 of the current year
3. Click Search.
4. Point out the Search Results section and explain that this section shows time cards that
match the search criteria. If you search for a person and the person has no time cards that
match your criteria, then the search shows no results.
5. In the Search Results section, point out and explain the purpose of these buttons:
Button Explanation
Generate Opens the Generate Time Cards page where you can generate time
cards for multiple workers at one time
Submit Submits the selected time cards, if they have a status of Saved

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200 Appendix A: Instructor Demonstrations


Edit and Approve Opens the Edit Time Card page with a choice list of the selected time
cards for you to edit. After you click Next, you can submit the time
card. Submitting the time card returns you to the Edit Time Card page
with the next time card in the choice list displaying.
Approve Approves the selected time cards, if they have a status of Submitted
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Generating Time Cards


1. On the toolbar, click Generate.
2. On the Generate Time Cards page, complete the search fields, as shown in this table.
Field Value Comments
Group Name HCM Hourly Explain that when you specify a
group, only workers who are active bl e
fe
members during the available date r a
ans
n - t r
range show in the search results.
Available from Date Monday of the current week
a no
Available to Date Monday of the current week
) has ideฺ
3. Click Search.
ฺ c om t Gu

4. In the Search Results section, sort on personi b mname.den
n Stu
iworkers:
5. Press and hold Ctrl and select these
l @
a this
a. Cairns, Linda a
pp use
b. Hendricks, Katri k o
(j e to
l a
6. Explain that
o p pain thecTime
e nsCard Parameters section Inclusive Periods subsection, you can
s i K create timeli cards within a range or schedule a recurring process.
either
7. nPoint out the Entries subsection and explain these options:
Jha Option Explanation
Generate empty time cards Creates time cards with zero entries
Generate time card using Creates time cards using the hours based on worker’s
schedule hours schedule
The process does not create time card for workers without
schedules.
8. Select Generate time card using schedule hours.
9. Point out the Time Card Attributes section and explain that in this section, you can add time
attributes for which you want to specify the value to use. The process does not create time
card entries for any specified time attributes for those workers to whom the time attribute or
time attribute value does not apply.
10. On the Time Card Attributes section toolbar, click the Add Row icon to insert a table row.
11. In the Time Attribute field, select Payroll Time Type.

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Appendix A: Instructor Demonstrations 201


12. In the Value field, select Regular TL_PAYMENT_RATE.
13. Click Submit.
14. On the Confirmation dialog box, click OK.
15. On the Generate Time Cards page, click Done to return to the Manage Time Cards page.
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Editing and Approving Time Cards


1. In the Manage Time Cards page Saved Search field, select Pending Approval Time
Cards.
a. Explain that this saved search retrieves time cards that require approval.
2. Click Search.
3. In the Search Results section, explain that you can select some or all of the:
a. Submitted time cards and click Approve to approve multiple time cards at one time.
bl e
b. Time cards and click Edit and Approve to open the Edit Time Card page with one of
fe r a
the selected time cards showing. You must review, edit, and approve each time card
an s
individually using the choice list on the page header to move among the selected time
n - t r
cards.
a no
c. Click Next to open the Review Time page, where you can
) h assubmiteฺor submit and
approve the time card.
c o m Guid
d. Click Cancel to return to the Manage Timem ฺCardsepage.
n t
i b
nฺ Stud
i
a l a@ this
k o pp use
l a (j e to
o ppa licens
n s iK
Jha

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202 Appendix A: Instructor Demonstrations


Instructor Demonstration L18-2: Generating Time Events

Demonstration Overview
In this demonstration, your instructor generates the In time event for workers in the HCM Hourly
group for January 1 of the current year.
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Demonstration Assumptions
Time < 15 minutes

Demonstration Tasks

Signing In and Navigating


Ensure that you are signed in as curtis.feitty. bl e
1.
fe r a
2. Ensure that you are on the Time Management page.
ans
n - t r
Generating the In Time Event for Multiple Workers
a no
1. On the Tasks panel tab, click Manage Time Events.
) h as eฺ
a. Explain that on the Manage Time Events page, you
c o m canG uidfor and view time
search
m
events imported from time collection devices ฺ or created
e n t using the Generate Time
Events page. i b
nฺ Stud
i
2. On the toolbar, click Generate.la@ is
a t h
o pp uTime
a. Explain that on the Generate
k s e Events page, you can search for and select the
workers, define
l a (jthe time
e o parameters, and submit the process requests. The
tevent
padoescnot
process
o p e s time events for workers without an assignment or who have
ncreate
an absencelion the selected date.
si K
nb.
Jha
Complete the search fields, as shown in this table.
Field Value
Group Name HCM Hourly
Effective As-of Date January 1 of the current year
3. Click Search.
4. Select Cairns, Linda and Hendricks, Katri.
5. In the Time Events Parameters section Supplier Device Event field, select Badge In.
6. In the Time field, enter 8:30 AM.
7. Click Submit.
8. On the Confirmation dialog box, click OK.
9. On the Generate Time Events page, click Done.

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Appendix A: Instructor Demonstrations 203


Viewing the Generated Time Events
1. On the Manage Time Events page, complete the search fields, as shown in this table.
Field Value
Group name HCM Hourly
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From Date January 1 of the current year


To Date January 1 of the current year
2. Click Search.
3. In the Search Results section, point out that the process generated In events for the
selected workers.
4. Click Done.
bl e
fe r a
an s
n - t r
a no
) has ideฺ
ฺ c om t Gu
ฺ i b m den
@ in Stu
a l a this
k o pp use
l a (j e to
o ppa licens
n siK
Jha

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204 Appendix A: Instructor Demonstrations


Instructor Demonstration L18-3: Generating Time Entries

Demonstration Overview
In this demonstration, your instructor generates time entries for workers in the HCM Hourly
group for the Monday of the previous week.
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Demonstration Assumptions
Time < 15 minutes

Demonstration Tasks

Signing In and Navigating


Ensure that you are signed in as curtis.feitty. bl e
1.
fe r a
2. Ensure that you are on the Time Management page.
ans
n - t r
Generating the In Time Entries for Multiple Workers
a no
1. Click the Manage Time Entries tab.
) h as eฺ
2. On the Manage Time Entries page, click Generate. m
c o G uid
a. Explain that on the Generate Time Entries m ฺ you
page,
e n t search for and select the
can
i b
nฺ Sand t d the process requests. The
usubmit
i
workers, define the time entry parameters,

a l
process does not create timea@ isworkers without an assignment or who are not
entries for
t h
k o ppgroup.use
active members of the

a j fields,
b. Complete the (search to as shown in this table.
l e
o ppa licens
Field Value
K
si Group Name
n HCM Hourly
Jha Available from Date Monday of the previous week
Available to Date Monday of the previous week
3. Click Search.
4. In the Search Results section, sort on the person name.
5. Select Byer, Stacey and Hendricks, Katri.
6. In the Time Entry Format field, select Hours.
7. In the Daily Hours field, enter 8.
8. Point out the Time Card Attributes section and explain that in this section, you can add any
time attributes for which you want to specify the value to use when generating time entries.

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Appendix A: Instructor Demonstrations 205


9. Point out the Entries section and explain the purpose of these options:
Option Explanation
Replace all daily time Replaces an existing entry that matches the time entry
entries parameters
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Generate on absences Generates the time entry even if an absence entry already
exists for the time specified for the Generate Time Entries
process
Generate on public Generates the time entry even if a public holiday already exists
holidays for the time specified for the Generate Time Entries process
10. Click Done.

bl e
fe r a
an s
n - t r
a no
) has ideฺ
ฺ c om t Gu
ฺ i b m den
@ in Stu
a l a this
k o pp use
l a (j e to
o ppa licens
n siK
Jha

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206 Appendix A: Instructor Demonstrations


Instructor Demonstration L19-1: Resolving Exceptions by Worker

Demonstration Overview
In this demonstration, your instructor shows you how to view time entry exceptions, including
time cards with statuses of Rejected.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

Demonstration Assumptions
Time < 15 minutes

Demonstration Tasks

Signing In and Navigating


Ensure that you are signed in as curtis.feitty. bl e
1.
fe r a
2. Ensure that you are in the Time Management work area.
ans
n - t r
Resolving Exceptions by Worker
a no
1. On the Tasks panel tab, click Resolve All Exceptions by Worker.
) h as eฺ
a. On the Resolve Exceptions page header, point out
c o G uidlist and explain that you
m the choice
m ฺ about
can select a specific worker to obtain the details
e n t time entry exceptions
associated with that worker. i b
nฺ Stud
i
2. l a@thethpurpose:
Click each of these tabs and explain
a is
Tab
k o pp Explanation
u s e
l a (j e tUse o this tab to identify workers with time entry exception.
o p pa cens
Time Entry Exceptions
li
si K
Rejected Time Cards Use this tab to view rejected time cards.
n Done.
Jh3.4.a Click
On the Warning dialog box, click Yes.

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Appendix A: Instructor Demonstrations 207


Instructor Demonstration 20-1: Viewing the Combined Projects and
Payroll Layout

Demonstration Overview
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In this demonstration, your instructor explores configuring the combined project costing and
payroll layout.

Demonstration Assumptions
Time: < 20 minutes

Demonstration Tasks

Signing In and Navigating bl e


fe r a
1. Ensure that you are signed in as Your.Implementor.
t r a ns
2. Ensure that you are on the Setup: Workforce Deployment page with all tasks
the Time and Labor functional area. n on- showing for
s a
Viewing a Time Entry Layout ) a
h ideฺ
c o m Gu
1. In the Tasks list, click Manage Time Layoutm ฺ
Sets.
e n t
i b
nฺ for and t d Projects and Payroll Layout Set.
uclick
2. On the Manage Layout Sets page, search i S
3. On the Generate Layout Set a l a@
page, point h
t isthat this layout generates a set of layouts for
out
both the Project Costing
k o pandp Payroll
u s etime consumers.
a j
(Set. to
l
4. Click View Layout
a Layout e
nsSet: Projects and Payroll Layout Set page, point out that the
o ppEdit
a. On the
c e
li lists the different layouts in this layout set.
s i KLayouts section
n
Jh5.a In the Time Entry Layout row, click the Configure Layout icon.
6. An Error dialog box appears with the message: The person header is empty because no
record was found. (PER-1530331). The HCM_IMPL user is not an employee, so does not
have a person record to display in the time card. Click OK.
7. On the Configure Time Entry Layout page, Time Entry tab, click Edit Layout.
a. On the Edit Layout guided process dialog box, point out that the Time Card Matrix
page contains project time card fields, such as Project, Task, and the Time Type
multiple-attribute time card field for combined expenditure type and payroll time type
attributes. Explain the various options in this dialog box.
b. Click Next to open each of these Edit Layout guided process pages in turn. Explain the
purpose of each page.
1) Row Level Details
2) Comments
3) Entry Level Details
8. Click Done.

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208 Appendix A: Instructor Demonstrations


Viewing Time Review, Time View, Time Approval Notification, Calendar Entry, and
Calendar Time View Layouts
1. On the page header, select the next layout in the list.
a. On each Configure… Layout page, explain that you can configure the time review, time
view, time approval notification, calendar entry, and web clock layouts to determine the
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appearances of the Review Time, View Time Card, Approve Time Card, Report Time,
and Web Clock pages, respectively.
b. On the time review, view, and approval notification layout pages, point out and explain
the reported and calculated time tabs.
c. Repeat step 1 until you show each layout in the choice list.
2. Click Done.
3. On the Edit Layout Set: Projects and Payroll Layout Set page, click Done.
bl e
4. On the Manage Layout Sets page, click Done.
fe r a
ans
n - t r
a no
) has ideฺ
ฺ c om t Gu
ฺ i b m den
@ in Stu
a l a this
k o pp use
l a (j e to
o ppa licens
n s iK
Jha

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Appendix A: Instructor Demonstrations 209


Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ

bl e
fe r a
an s
n - t r
a no
) has ideฺ
ฺ c om t Gu
ฺ i b m den
@ in Stu
a l a this
k o pp use
l a (j e to
o ppa licens
n siK
Jha

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210 Appendix A: Instructor Demonstrations

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