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i c e ns HCM Cloud: Time &
iK
Jhans Labor
Activity Guide
D96305GC50
Edition 5.0 | January 2018 | D102263
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
and Reviewers your use constitutes "fair use" under copyright law, you may not use, share, download, upload,
Amy Kust copy, print, display, perform, reproduce, publish, license, post, transmit, or distribute this
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ
Raghunath M
and/or the applicable U.S. Government contract.
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Trademark Notice
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Oracle and Java are registered trademarks of Oracles
) h a eฺ
and/or its affiliates. Other names may be
trademarks of their respective owners.
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Table of Contents
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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
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
) 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.
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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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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
t r a
TL04 HCM_IMPL4 Joseph.Thomas Admin02
no
Brian Joseph
n- Noon
TL05 HCM_IMPL5 Sam.Roundtree
aAdmin03 Frank.Pukta 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
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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Practices for Lesson 2
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12 Practices for Lesson 2: Workforce Management and Time and Labor Overview
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Practices for Lesson 3
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Practices for Lesson 4
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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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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
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Cardฺ c oFieldst
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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.
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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.
bl e
Prerequisites fe r a
ans
Complete the following practice before beginning this one:
n - t r
5-1 Creating a Custom Time Attribute
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Tasks ) has ideฺ
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Signing In and Navigating
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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
Overview
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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
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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.
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.
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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
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i d
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Managing
ฺ c G u Sets
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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
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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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
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Calendar entry Report Time
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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.
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.
5. Click Save.
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.
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for eฺ 8: HCM
i d
Groups
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Practices for Lesson 8: Overview
Overview
In these practices, you create two HCM groups:
One includes the member directly
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
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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.
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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.
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.
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i d
Worker
ฺ c omTime
t G u
Entry Setup
i m de
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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
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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
a. Select the Enable check box for these actions and status values:
Create
View Only
Entered
Saved
Submitted
e
bl
Rejected
Approved
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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.
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
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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.
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i d
om tTime
Repeating
ฺ c G u Periods,
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e
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a l a@ thConsumers
is Sets
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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.
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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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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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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
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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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.
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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
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
i K o
Type Data Group
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.
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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.
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
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Practices h
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for eฺ 11: Time
i d
ฺ c om t GRules,
Allocations, u and Rule
i m de
bSets n
i n ฺ tu
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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
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
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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
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Assumption
Time < 10 Minutes
Replace XX with your student number (TL1...TL20) as assigned by your instructor.
Tasks
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
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ble
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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.
Practices for Lesson 11: Time Allocations, Rules, and Rule Sets 61
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ
ble
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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
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Practices h
) asLesson
for eฺ 12: Rule
i d
ฺ c om t Gu
Templates
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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
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
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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
bl e
fe r a
ans
n - t r
a no
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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.
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
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
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.
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i d
Worker
ฺ c omTimet G u
Processing
i b e n
m dProfiles
ฺ
in StuSetup
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a
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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
fe r a
ans
n - t r
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ฺ c om t Gu
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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
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
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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.
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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
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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.
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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.
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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.
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.
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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.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ
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.
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.
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.
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
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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.
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
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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.
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.
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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.
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
ans
n - t r
a no
Practices h
) asLesson
for eฺ 15: Web
i d
Clocks
ฺ c omButtons
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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
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
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k o pp use
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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
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
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.
Overview
In this practice, you update the payroll layout set created in a previous practice to configure the
web clock layout.
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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.
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
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.
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.
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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ans
n - t r
a no
) has ideฺ
ฺ c om t Gu
ฺ i b m den
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k o pp use
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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.
bl e
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an s
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k o pp use
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ble
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Practices h
) asLesson
for eฺ 16: Time
i d
om tDevice
Collection
ฺ c G u Setup
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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
l a (j e to
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Jha
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
bl e
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ans
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a no
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k o pp use
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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
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
n - t r
a no
) has ideฺ
ฺ c om t Gu
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k o pp use
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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
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.
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
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.
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
bl e
fe r a
ans
n - t r
a no
) has ideฺ
ฺ c om t Gu
ฺ i b m den
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k o pp use
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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
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ
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.
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.
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
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.
ble
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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
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
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a l a this
k o pp use
l a (j e to
o ppa licens
n siK
Jha
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.
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
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.
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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.
122 Practices for Lesson 17: Processing Time Collection Device Events
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ
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
k o p use
l a (j e to
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ns iK
Jha
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
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.
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.
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.
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.
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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
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.
Practices for Lesson 18: Mass Time Generation and Approval 129
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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
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130 Practices for Lesson 18: Mass Time Generation and Approval
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 19:
i d
om tTime
Resolving
ฺ c G u Entry
ฺ i b m den
@ in StuExceptions
a l a this
k o pp use
l a (j e to
o ppa licens
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Jha
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.
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 siK
Jha
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
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.
iK
Shifto
n s
Jha
Day 37.5
Noon 38.5
Standard Hours 33.5
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.
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 siK
Jha
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.
bl e
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ans
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a no
) has ideฺ
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ble
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ans
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
o ppa licens
ns iK
Jha
Practices for Lesson 20
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fe r a
ans
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) has ideฺ
ฺ c om t Gu
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a l a this
k o pp use
l a (j e to
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Jha
142 Practices for Lesson 20: Combined Project Costing and Payroll Time Entry Configuration
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 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
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Practices for Lesson 21
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144 Practices for Lesson 21: Oracle Transactional Business Intelligence Audit Reporting
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ
ble
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Appendix hA:
) eฺ
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Demonstrations
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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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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
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.
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.
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
Demonstration Assumptions
bl e
Time: <15 minutes fe r a
an s
Demonstration Tasks n - t r
a no
Signing In and Navigating
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1. Sign out and sign in as katri.hendricks.
ฺ c om t Gu
2. Click About Me – Time.
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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
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.
Demonstration Overview
In this demonstration, your instructor creates a time card and enters time for Thursday of the
current week.
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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
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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
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.
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8. On the Confirmation dialog box, click OK.
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Demonstration Overview
In this demonstration, your instructor deletes the new time card.
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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.
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Demonstration Task ฺ c om t Gu
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Deleting the Time Card
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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
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.
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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
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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.
Demonstration Overview
In this demonstration, your instructor reviews the Time Management work area.
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Demonstration Assumptions
Time: < 20 minutes
Demonstration Tasks
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
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
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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.
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.
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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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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
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.
Demonstration Overview
In this demonstration, your instructor shows you how to create a scheduler profile and assign a
scheduler to that profile.
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Demonstration Assumptions
Time: <10 minutes
Demonstration Tasks
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.
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Demonstration Overview
In this demonstration, your instructor explains the Manage Planned Schedules page.
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Demonstration Assumptions
Time: <10 minutes
Demonstration Tasks
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.
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Demonstration Overview
In this demonstration, your instructor shows you how to view a published schedule.
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Demonstration Assumptions
Time: <5 minutes
Demonstration Tasks
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
Demonstration Assumption
Time <15 minutes
Demonstration Tasks
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.
Demonstration Overview
In this demonstration, your instructor reviews a multiple-attribute time card field.
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Demonstration Assumptions
Time: <15 minutes
Demonstration Tasks
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.
Demonstration Assumptions
Time: < 20 minutes
Demonstration Tasks
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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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
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.
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.
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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
current week the desired pattern for periods longer than one
day.
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.
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
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.
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
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
4. Click Done.
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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
Demonstration Assumptions
Time: <15 minutes
Demonstration Tasks
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
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Demonstration Overview
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ
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.
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ฺ 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.
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
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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.
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
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Demonstration Tasks
ans
n - t r
Signing In and Navigating
a no
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1. Sign out and sign in as Katri Hendrick's manager and payroll approver,
h ฺ susan.copeland.
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Approving Payroll Time o
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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.
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
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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
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Signing In and Navigating
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@ in Stu
1. Sign out and sign in as Your.Implementor.
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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.
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
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until you see the selection n - t r
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show in a short choice list.
4. Click Save and Close.
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5. On the Confirmation dialog box, lick OK.
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6. On the Manage Time Device Event Mappings ฺ
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Creating a Time Device Event a
p se
pTime
Mapping
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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.
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
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.
4. Click Cancel.
5. On the Warning dialog box, click Yes.
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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
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Demonstration Overview
In this demonstration, your instructor generates time cards for workers of the HCM Hourly group
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ
Demonstration Assumptions
Time < 15 minutes
Demonstration Tasks
a ( jk to uValue
Field
p p al ense
Groupo
i K Name
lic HCM Hourly
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.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ
Demonstration Assumptions
Time < 15 minutes
Demonstration Tasks
Demonstration Overview
In this demonstration, your instructor generates time entries for workers in the HCM Hourly
group for the Monday of the previous week.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ
Demonstration Assumptions
Time < 15 minutes
Demonstration Tasks
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.
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.
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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
Demonstration Overview
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ
In this demonstration, your instructor explores configuring the combined project costing and
payroll layout.
Demonstration Assumptions
Time: < 20 minutes
Demonstration Tasks
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.
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4. On the Manage Layout Sets page, click Done.
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