OTL Fundamentals

March 25, 2018 | Author: Dhinakaran Dart | Category: Oracle Database, Databases, Human Resource Management, Oracle Corporation, Employment
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THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY.COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Activity Guide D73912GC10 Edition 1.0 February 2012 D76167 Oracle University and Egabi Solutions use only R12.x Oracle Time and Labor Fundamentals This document contains proprietary information and is protected by copyright and other 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 your use constitutes "fair use" under copyright law, you may not use, share, download, upload, copy, print, display, perform, reproduce, publish, license, post, transmit, or distribute this document in whole or in part without the express authorization of Oracle. The information contained in this document is subject to change without notice. If you find any problems in the document, please report them in writing to: Oracle University, 500 Oracle Parkway, Redwood Shores, California 94065 USA. This document is not warranted to be error-free. Restricted Rights Notice If this documentation is delivered to the United States Government or anyone using the documentation on behalf of the United States Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS The U.S. Government’s rights to use, modify, reproduce, release, perform, display, or disclose these training materials are restricted by the terms of the applicable Oracle license agreement and/or the applicable U.S. Government contract. Trademark Notice Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners. Author Gowri Arur Technical Contributors and Reviewers Bob Oganovic, Leanne Wilborn This book was published using: Oracle Tutor Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Copyright © 2007, 2012 Oracle. All rights reserved. Disclaimer R12.x Oracle Time and Labor Fundamentals.................................................................................................1-1 R12.x Oracle Time and Labor Fundamentals ................................................................................................1-3 Objectives ......................................................................................................................................................1-4 Setup for the R12.x Oracle Time and Labor Fundamentals Course...............................................................1-5 Instructor Task - Completing Steps Required for Course Practices ...........................................................1-6 Introduction to Oracle Time and Labor...........................................................................................................1-10 Instructor Demo - Creating and Approving Timecards ...............................................................................1-11 Instructor Demo - Absence Integration with OTL .......................................................................................1-13 Oracle Time and Labor Rules Case Study .................................................................................................1-15 Introducing the Timecard ...............................................................................................................................1-17 Implementation Options .................................................................................................................................1-18 Time Entry and Approval Rules......................................................................................................................1-19 Practice - Defining Recurring Time Periods ...............................................................................................1-20 Solution - Defining Recurring Time Periods ...............................................................................................1-21 Practice - Defining Time Entry Rules and Time Entry Rule Groups ...........................................................1-22 Solution - Defining Time Entry Rules and Time Entry Rule Groups ...........................................................1-23 Approval Periods and Styles ..........................................................................................................................1-24 Practice - Defining Approval Periods..........................................................................................................1-25 Solution - Defining Approval Periods..........................................................................................................1-26 Practice - Defining Approval Styles ............................................................................................................1-27 Solution - Defining Approval Styles ............................................................................................................1-28 Using Elements in OTL ..................................................................................................................................1-30 Practice - Creating Elements for OTL ........................................................................................................1-31 Solution - Creating Elements for OTL ........................................................................................................1-32 Practice - Entering Element Time Information for OTLR ............................................................................1-35 Solution - Entering Element Time Information for OTLR ............................................................................1-36 Practice - Creating Element Sets ...............................................................................................................1-37 Solution - Creating Element Sets ...............................................................................................................1-38 Mappings and Retrieval Process....................................................................................................................1-39 Practice - Running the Generate Flexfield and Mapping Information Process ...........................................1-40 Solution - Running the Generate Flexfield and Mapping Information Process ...........................................1-41 Instructor Demo - Reviewing Mapping and Mapping Components ............................................................1-42 Instructor Demo - Reviewing Retrieval/Deposit Processes ........................................................................1-43 Instructor Demo - Reviewing Retrieval Rules.............................................................................................1-44 Timecard Layouts and Preferences ...............................................................................................................1-45 Practice - Defining Alternate Names for Warehouse, Retail, and Corporate Employees ...........................1-46 Solution - Defining Alternate Names for Warehouse, Retail, and Corporate Employees ...........................1-47 Practice - Defining Employees ...................................................................................................................1-49 Solution - Defining Employees ...................................................................................................................1-50 Practice - Creating Application Users.........................................................................................................1-53 Solution - Creating Application Users.........................................................................................................1-54 Practice - Defining Preferences for Warehouse, Retail, and Corporate Employees...................................1-56 Solution - Defining Preferences for Warehouse, Retail, and Corporate Employees...................................1-57 Defining OTLR Structures ..............................................................................................................................1-64 Practice - Defining Holiday Calendars........................................................................................................1-65 Solution - Defining Holiday Calendars........................................................................................................1-66 Copyright © Oracle 2012. All rights reserved. R12.x Oracle Time and Labor Fundamentals Table of Contents i Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Table of Contents ....................................................................................................1-89 Transferring Timecards to BEE and Oracle Projects............................1-83 Practice .........1-72 Practice ......................................................Defining an Employee for Entry Level Processing .............................1-88 Solution ...1-114 Solution ............................................................1-121 Instructor Demo ................................................................................Defining Shifts.......................1-95 Practice ................Defining Alternate Names for Entry Level Processing..........................................................................................................1-133 Solution ..................................................1-69 Defining OTLR Policies .................Running the Workflow Background Process.....1-110 Practice ....................................................................1-75 Solution .. Work Plans.............................................................................Defining Earnings Policies ........................................1-115 Practice ...........Defining Preferences for Entry Level Processing ....1-68 Solution ................................Running the OTL: Timecard Audit Trail Report..............................1-128 Solution ..........Defining Alternate Names for Entry Level Processing...................Reviewing Time Categories for Entry Level Processing ................................................................................................................................................... Work Plans.......................................................................Defining Shifts.................................Validating and Transferring Timecard for BEE ..................1-78 Practice .....................Entering Retro Time Adjustments .....................................Transferring Time from OTL to BEE.................................Entering Time Data Exceptions...................................1-74 Practice ...............Viewing the Batch Status .............1-84 Solution ...............................................................................................................Viewing the Employee Assignment Information Folder .......... R12.....................................................Defining an Hour Deduction Policy......................................1-96 Solution ................Defining Earning Policies ..Entering Time Data Exceptions................................1-97 Instructor Demo ..................................................................Transferring Time from OTL to BEE....1-102 Solution ...... and Rotation Plans...............................................................Defining an Hour Deduction Policy.....1-119 Practice ...............1-81 Assigning Structures and Policies .............................1-99 Practice ..........1-85 Practice ................1-107 Applying Schedule Rules to Timecards.....................................................................Defining Earnings Groups ....................Defining Preferences for Entry Level Processing .........1-125 Instructor Demo ................ Premium Eligibility.............................................Using the Automatic Timecard Generation Process..........1-87 Practice .....................1-76 Practice ...............1-120 Solution ..........................................Defining Shift Differential...............1-116 Solution ............1-132 Practice .............................................................1-103 Practice ........................................................Transferring Time for Corporate Employee ................1-129 Practice .....................Approving Timecards ...............Entering Time and Labor on the Timecard Using Self-Service ....................Using OTL Reports ........ All rights reserved.............................................................Viewing the Employee Assignment Information Folder ............................. and Premium Interaction Policies ..................1-124 Instructor Demo .............................................................................................................................Defining Earning Groups ..........Entering Retro Time Adjustments ..............................................................................Defining Shift Differential....... Premium Eligibility...................................................................1-100 Solution ............................................................1-112 Practice .............................1-126 Practice .................................................. and Rotation Plans.............1-123 Entry Level Processing ..............................................1-77 Solution .....1-86 Solution .................................. and Premium Interaction Policies .........................................................1-118 Solution ....................................................................................................Validating and Transferring Timecard for BEE .............................1-73 Solution ...Entering Time and Labor on the Timecard Using Self-Service ........................................................................................ COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Practice .Assigning Structures and Policies to an Employee ...............................................1-106 Solution ....................................................................Using the Automatic Timecard Generation Process..................Using OTL Reports ............................................................................................................................................................................................................Copyright © Oracle 2012...................1-117 Practice ............................................................Approving Timecards ............1-134 .................................................................................Reviewing Time Entry Rules and Rule Groups for Entry Level Processing ...........................Viewing the Batch Status ................................Transferring Time for Corporate Employee.................................................1-131 Solution .................................................1-101 Practice ..................................................................x Oracle Time and Labor Fundamentals Table of Contents ii Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY...........................................................Assigning Structures and Policies to an Employee ....................Defining an Employee for Entry Level Processing ..................1-80 Solution ........................1-111 Solution .............................................................. 1-147 Change and Late Audit (CLA) .........................................1-179 Instructor Demo ..............Creating CLA Employee......................1-156 Practice ..........................1-168 Practice .................................................................1-169 Solution ...........................................................................................................1-154 Practice ..1-155 Solution ........................................................................1-137 Solution .........1-140 Practice .....Entering a Timecard for Extended Validation for Invalid Timecard Field Combination..................................................1-164 Practice ......................................................1-162 Solution ..................................................Defining Time Entry Rules Using Mandatory Timecard Fields Formula .....................Using the Find Option in Timekeeper..................Defining an Assignment Set for Timekeeper...................................................................Entering a Timecard for Extended Validation for Invalid Timecard Field Combination.................1-182 .................Entering a Timecard for Entry Level Processing Using Self-Service.................................................................1-178 Solution ...1-150 Practice ...................Defining Time Entry Rules for Change and Late Audit..........Defining Reason Codes for Change and Late Audit.......................1-180 Archiving and Restoring Timecards ...Defining Time Entry Rules Using Invalid Timecard Field Combination Formula ......Copyright © Oracle 2012........................................................Using the Timecard Status Dashboard ......................................................................................Entering a Timecard for Change and Late Audit Using Self-Service............................................................................................................................Transferring Timekeeper Entries from OTL to BEE..........................x Oracle Time and Labor Fundamentals Table of Contents iii Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY..............1-139 Solution .............................1-163 Timekeeper .....1-152 Practice .........1-167 Solution ...........1-165 Solution ...................................................Entering a Timecard as a Self-Service Line Manager .....................................................Defining an Assignment Set for Timekeeper.............................................................................1-181 Instructor Demo ...........................Entering a Timecard for Extended Validation for Mandatory Timecard Fields ...1-148 Practice ......................................................1-175 Self-Service Line Manager ........Using Mass Edits in Timekeeper .................................1-141 Solution ...................1-138 Practice ......................1-177 Practice .................................................Using the Find Option in Timekeeper.......................................1-159 Practice ...........................................Archiving and Restoring Timecards ...................Defining Time Categories for Change and Late Audit ...........................................................................1-158 Solution ......................Defining Reason Codes for Change and Late Audit................1-143 Solution ......................1-171 Solution ........................................ R12..................Defining Time Entry Rules for Change and Late Audit....1-153 Solution ...........Entering a Timecard for Change and Late Audit Using Self-Service.........................Entering a Timecard for Extended Validation for Mandatory Timecard Fields ...........................Transferring Timekeeper Entries from OTL to BEE...................1-144 Practice ....................1-151 Solution ...................1-170 Practice ............................................................................................................. All rights reserved......1-142 Practice ..Creating CLA Employee.......................................Defining Time Categories for Change and Late Audit ................1-146 Solution ..........................................1-172 Instructor Demo ...........................Defining Preferences for Change and Late Audit ...............................................Defining Time Entry Rules Using Mandatory Timecard Fields Formula ..............Defining Preferences for Change and Late Audit .................................Defining Time Entry Rules Using Invalid Timecard Field Combination Formula ....1-149 Solution ...........................................................................1-166 Practice ......Entering a Timecard as a Self-Service Line Manager ....................................Defining Timekeeper Reporting Group..................................................................Defining Timekeeper Reporting Group..........Entering a Timecard for Entry Level Processing Using Self-Service.......................................................................................................................... COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Practice ........................................................... Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED . Copyright © Oracle 2012. Online demonstrations and written practice sessions reinforce the concepts and skills introduced.x Oracle Time and Labor Fundamentals Ed 1 is an instructor-led course featuring lecture and hands-on exercises.x Oracle Time and Labor Fundamentals Table of Contents v Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. All rights reserved. R12. you should have the following qualifications: • Thorough knowledge of Oracle Applications How This Course Is Organized R12.Profile Before You Begin This Course Before you begin this course. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Preface . COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Related Publications .x Oracle Time and Labor Fundamentals Table of Contents vi Part Number E13521-03 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. R12. All rights reserved.Oracle Publications Title Oracle Time and Labor Implementation and User Guide Additional Publications • System release bulletins • Installation and user’s guides • Read-me files • International Oracle User’s Group (IOUG) articles • Oracle Magazine Copyright © Oracle 2012. see Oracle7 Server SQL Language Reference Manual. Open the Master Schedule window. Click the Executable button. case sensitive (default is lowercase) Initial cap Element Glossary term (if there is a glossary) Buttons. $FMHOME (UNIX) Filename: Locate the init. usernames Arrow Brackets Commas Graphics labels (unless the term is a proper noun) Emphasized words and phrases. This subject is covered in Unit II. lesson and chapter titles in crossreferences SQL column names. Directory: bin (DOS). Select File > Save. passwords.Typographic Conventions in Text Convention Bold italic Caps and lowercase Courier new. titles of books and courses. All rights reserved. where user_id is the name of the user. For further information. triggers. R12. URLs. windows Code output.com User input: Enter 300 Username: Log on as scott Customer address (but Oracle Payables) Do not save changes to the database. user input. filenames.set (‘I”.” Use the SELECT command to view information stored in the LAST_NAME column of the EMP table. Lesson 3. Assign a When-Validate-Item trigger to the ORD block. 300). Press and release keys one at a time: [Alternate]. [F]. check boxes. Code output: debug. Enter user_id@us. commands.oracle. Password: User tiger as your password. Select the Can’t Delete Card check box. Select “Include a reusable module component” and click Finish. functions. schemas. “Working with Objects.x Oracle Time and Labor Fundamentals Table of Contents vii Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. [D] Press and hold these keys simultaneously: [Ctrl]+[Alt]+[Del] Typographic Conventions in Code Convention Element Example Copyright © Oracle 2012.oracle. table names Menu paths Key names Key sequences Plus signs Key combinations Italic Quotation marks Uppercase Example The algorithm inserts the new key. variables Interface elements with long names that have only initial caps. Press [Enter]. Pathname: Open c:\my_docs\projects URL: Go to http://www.ora file.com. directory names. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Typographic Conventions . pathnames. 2. OG_ACTIVATE_LAYER (OG_GET_LAYER (‘prod_pie_layer’)) SELECT last_name FROM s_emp.Oracle Forms triggers Column names. PL/SQL objects Lowercase italic Uppercase Syntax variables CREATE ROLE role SQL commands and SELECT userid FROM emp. (N) From the Navigator window. Under the General Ledger entry.x Oracle Time and Labor Fundamentals Table of Contents viii Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. expand Journals. In the navigation frame of the help system window. such as the following example. (N) Invoice > Entry > Invoice Batches Summary (M) Query > Find (B) Approve This simplified path translates to the following: 1. select Invoice then Entry then Invoice Batches Summary. The following help navigation path. (B) Click the Approve button. select Query then Find. functions Typographic Conventions in Oracle Application Navigation Paths This course uses simplified navigation paths. to direct you through Oracle Applications. 2. 3. for example— (Help) General Ledger > Journals > Enter Journals —represents the following sequence of actions: 1. All rights reserved. Notations: (N) = Navigator (M) = Menu (T) = Tab (B) = Button (I) = Icon (H) = Hyperlink (ST) = Sub Tab Typographical Conventions in Oracle Application Help System Paths This course uses a “navigation path” convention to represent actions you perform to find pertinent information in the Oracle Applications Help System. R12. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Caps and lowercase Lowercase . (M) From the menu. Copyright © Oracle 2012. expand the General Ledger entry. table names When-Validate-Item Passwords DROP USER scott IDENTIFIED BY tiger. x Oracle Time and Labor Fundamentals Table of Contents ix . select Enter Journals.Under Journals. All rights reserved. R12. Copyright © Oracle 2012. Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. 4. Review the Enter Journals topic that appears in the document frame of the help system window. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED 3. All rights reserved.x Oracle Time and Labor Fundamentals Table of Contents x .Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. R12. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Copyright © Oracle 2012. x Oracle Time and Labor Fundamentals .Page 1 Oracle University and Egabi Solutions use only R12.x Oracle Time and Labor Fundamentals Chapter 1 . COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Chapter 1 Copyright © Oracle. 2012. All rights reserved.THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. R12. x Oracle Time and Labor Fundamentals Chapter 1 .Page 2 . R12. All rights reserved.Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. 2012. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Copyright © Oracle. 2012.x Oracle Time and Labor Fundamentals Copyright © Oracle. R12. All rights reserved.x Oracle Time and Labor Fundamentals Chapter 1 .Page 3 .Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED R12. R12. All rights reserved. 2012.x Oracle Time and Labor Fundamentals Chapter 1 .Page 4 . COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Objectives Copyright © Oracle.Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. All rights reserved. R12.x Oracle Time and Labor Fundamentals Course Copyright © Oracle.x Oracle Time and Labor Fundamentals Chapter 1 .Page 5 . 2012. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Setup for the R12. All rights reserved. Navigate to the Users window. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Instructor Task . Query BPALMER user and attach the US Education OTL Self-Service responsibility to the user. Select the OTL Advanced Process Administrator responsibility. Switch responsibility and select the US Super HRMS Manager responsibility. 5.Completing Steps Required for Course Practices . 2012. Assign this responsibility to the HRMS user. this responsibility is not associated with any user in the Vision database. Copyright © Oracle. (N) Security > User > Define 3. Save your work. Assumptions • • Tasks You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. instructor must complete the following steps. By default. 9.Page 6 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY.Overview Before students begin working on the practices and demonstrations in this course. • • Attach responsibilities to default Vision users Verify that the Vision HR Weekly Payroll is available in the year that this course is taught • • Modify the element links for OTL elements Verify the processing order for OTL elements • Verify that the Cost Reimbursable project is available in the year that this course is taught Attach Responsibilities to Default Vision Users The OTL Advanced Process Administrator responsibility is required to demonstrate archiving and restoring timecards. Responsibility = System Administrator 1. Select Standard as the Security Group and enter 01-JAN-2005 in the Effective Date From field. 6.x Oracle Time and Labor Fundamentals Chapter 1 . This is necessary in order to create unique records within the database when performing the Practice. 7. 8. Assign the US Education OTL Self-Service responsibility to the BPALMER user. Close the window. this number will be assigned to you). R12. Query HRMS in the User Name field. Replace XX in the Practice with a unique identifier such as your initials or a number (for Instructor Led Training classes. 2. 4. Log on as HRMS/welcome user. 22. R12.Responsibility = US Super HRMS Manager Practices and demonstrations in this courseware use the predefined Vision HR Weekly payroll. 13. 12. Navigate to the Payroll window. Payroll > Description 11. Query OTL Regular Pay. 21. If this course is taught after 2016. these predefined elements must be linked to All Payrolls. these elements are linked to the US Education organization. 24. Select the Purge option in the choose an option window. Otherwise. 10. 15. Click the Link To All Payrolls check box. Select the OTL Regular Pay as the element name. Modify the Element Links for OTL Predefined Elements Practices and demos in this courseware use the following predefined OTL elements: • • OTL Regular Pay OTL Shift Pay • • OTL Vacation Pay OTL Holiday Premium • OTL Jury Duty • OTL Sick Pay By default. 14.x Oracle Time and Labor Fundamentals Chapter 1 . Save your work. 18. Close the window. Set the effective date to 01-JAN-1990. follow these steps to increase the number of years so that the payroll period is applicable. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Verify that the Vision HR Weekly Payroll is Available in the Year that this Course is Taught . Query Vision HR Weekly payroll. 16. Click Delete. 19. (N) Total Compensation > Basic > Link 17. Save your work. Save your work. Follow these steps to link elements to All Payrolls. The start year of this payroll is 1996 and the number of years is 20. 20. Repeat the steps 17 -23 for the remaining elements: • OTL Shift Pay • OTL Vacation Pay • • OTL Holiday Premium OTL Jury Duty Copyright © Oracle. All rights reserved. 25. 23. Change the number of years from 20 to 30. ensure that the payroll is available in the teach year. 2012. For the Earning Policies to appear in the Assignment Time Information window for employees in the courseware practices.Page 7 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. Navigate to the Element Link window. Set the effective date to 01-JAN-1996. Ms. 2012.Page 8 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. Vision Services (USA) 37. 34. Projects. then verify the last To Date. Save your work. Click Find. 43. This project is assigned to Services-East. 38. Click in an empty row and select Hamilton. (N) Element Time Information Set your effective date to 01-JAN-1990. Ensure that this project is available in the year that this course is taught. 41. 27. Exit Oracle Applications. Verify that the Cost Reimbursable Project is Available in the Year that this Course is Taught The practices and demonstrations in this courseware use the predefined Cost Reimbursable project. Select the Project Manager role. Navigate to the Find Projects window. Choose Correction. 47. Save your work. 33. select the Key Members option and click Detail. It must be 20.Cost Reimbursable window opens. 30. Copyright © Oracle. 32.Anne Number 37. which. Select Cost Reimbursable in the Name field. 29. 40. The Key Members. The default processing order is 15. In the Option Name region. Query OTL Holiday Premium and verify the Processing Order. R12. Select Projects in the Search For field. 31. Note: If Anne is assigned as a project manager for different time periods. The Projects. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED • OTL Sick Pay 26. 35. Switch responsibility and select the US OTL Application Developer responsibility. Assign Project Manager 45. Templates Summary window opens. (N) Projects 39. Query the OTL Shift Pay element. by default is 24-FEB-1997 to 31-MAR-2012. . Change it to 20. All rights reserved. 36. 42. 46. Click Logout. Notice the Trans Duration date. When you assign Anne as the project manager for the relevant time period.Verify the Processing Order for OTL Elements Responsibility = US OTL Application Developer Verify the Processing Order is as follows for the following elements: 28. Log on as SERVICES/welcome user.x Oracle Time and Labor Fundamentals Chapter 1 . • OTL Shift Pay = 20 • OTL Holiday Premium = 20 Navigate to the Element Time Information window. Click Open. Change the Trans Finish Date to 2020 or extend it to the teach year. 44. 49. 56. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED 48. R12. 2012. Save your work. Scroll to the Options region. 52. . 51. the From date must be the next day after the last To date.55. Click Detail. Close the Key Members window. Save your work. Copyright © Oracle. The Tasks window opens. if the last To date is 31-MAR-2012.1 tasks to change the Trans Finish date for sub tasks too. Select Tasks. then the next assigned period starts from 01-APR-2012. In the From Date enter 01-APR-2012 and 31-MAR-2020 or the teach year as the To date. 54. For example. Note: Click the + sign for 1. All rights reserved. 53.x Oracle Time and Labor Fundamentals Chapter 1 .0 and 1. Change the Trans Finish Date for the tasks and subtasks to make them available for the teach year.Page 9 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. Click OK in the Caution window. 50. Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY.x Oracle Time and Labor Fundamentals Chapter 1 . 2012.Page 10 . COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Introduction to Oracle Time and Labor Copyright © Oracle. R12. All rights reserved. This option is user alterable. Copyright © Oracle. Enter the number of timecards to be displayed and number of empty rows to be shown. 2. Select the period for the timecard. You cannot enter another time card for a period where a timecard exists. Log on as BPALMER/welcome user. All rights reserved. Purchasing. 4. The Transferred To column indicates whether a timecard has been retrieved by recipient applications such as Payroll. You can also select individual timecards and delete each of the timecards. Navigate to the Recent Timecards page.Creating and Approving Timecards . Projects.Page 11 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. In subsequent practices and demonstrations in this course. 7. 6. and timecard start date. The format on entering hours is governed by OTL preferences. this number will be assigned to you). Enter 8 from Monday to Friday. Select Regular as the hour type. (N) Recent Timecards You can view recent timecards in a summary together with their current status. Entering Payroll Timecard using Self-Service Responsibility = Self Service Time and Expenses 1.x Oracle Time and Labor Fundamentals Chapter 1 . The number of blank rows presented is controlled by an OTL preference option. 5. then a timecard already exists for the period. (B) Create Timecard A blank payroll exception timecard is displayed with blank rows. You can search for timecards using advance options such as timecard status. You can sort timecards on status (Sorting is enabled on all columns). A preference option governs the number of timecards displayed. Click Continue and the timecard review page is displayed. and Enterprise Asset Management. R12. you learn how to enter and approve timecards. the previous week time period. for example. you will: − Learn to configure OTL − Setup time structure policies for Oracle Time and Labor Rules (OTLR) − Transfer payroll and project timecards Assumptions • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. • Replace XX in the Practice with a unique identifier such as your initials or a number (for Instructor Led Training classes. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Instructor Demo . If the period is marked with a tilde symbol. Submit the timecard. 2012. timecard submit date. "~".Overview In this demonstration. 3. The OTL set up is such that changes and deletions can be made up to the point of approval. Click the Preference link on top of the page and then select Oracle Time and Labor Preferences. This is necessary in order to create unique records within the database when performing the Practice. Amy. 1. Scroll down and click the + sign to expand the timecard. 13. 11. Click the Workflow responsibility and then the Notifications link.Log out. Click the Subject to view details. Click Logout. .x Oracle Time and Labor Fundamentals Chapter 1 . You can select an existing timecard to review. In the Period field. 2012. Navigate to the Recent Timecards page. 14. 16. 21.Page 12 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. Log on as SERVICES/welcome user.(Straight Time) as the Type. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED 8. 19. Click Logout. You can also choose create a new timecard. You can create as many templates as you require.Cost Reimbursable as the project. Entering Projects Timecard using Self-Service Responsibility = OTL. 18. Log on as DGRAY/welcome user to approve the timecard. R12. 15. 9. edit. Approve timecard. 22. View the timecard notification from Marlin. The bottom portion of the timecard is where you enter the specific time information for each day of the week. Log on as BERICKSO/welcome and approve the timecard. review the timecard. 12. 20. All rights reserved. Select 2320 . Enter 8 Hours from Monday to Friday. Before you approve the timecard. (N) Recent Timecards You can view all the timecards for this person in various statuses. There is also a section on the page where a person can personalize data and save the data off as a template. Click Continue and then Submit. (B) Create Timecard This takes you to a blank time card where you can now begin entering time for this person.1 as the task.1. You can view the timecard details that Amy Marlin submitted. You can enter comments to be submitted with the timecard that will be forwarded to the approver when the timecard is submitted. Copyright © Oracle.Engineering Labor . Select Cost Reimbursable . select the previous week time period. 17. The period allows you to choose the period you want to enter time. Vision Services (USA) 10. This can be reused as often as you like and will help in reduction of the amount of data entry required. or delete. Assumptions • • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. − Provides timecard with details of absences while entering time. Click Create Absence. R12. You will now enter the dates and times for the start and end of the vacation. we will see how Absence Management is integrated with Oracle Time and Labor. Enter the end date of the next week time period. Enter the start date of the next time period. This is the page where you will create an absence. All rights reserved.x Oracle Time and Labor Fundamentals Chapter 1 . Click the Vacation list item. 9. Navigate to the Absence Management Summary page. In this scenario. − Leverages the common applications calendar work schedules. Copyright © Oracle. 2012.Page 13 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. Log on as RJAMES/welcome user. From here you can create a new absence. The integration: − Enables seamless integration between Oracle Human Resources absence management and Oracle Time and Labor. review the balances to make sure the employee has banked enough time to cover the absence you are entering. This is necessary in order to create unique records within the database when performing the Practice. 7. Before creating an absence. Enter "09:00" as the start time. Submit an Absence in Employee-Self Service Create a vacation absence in Absence Management.Absence Integration with OTL . 6. this number will be assigned to you). You can view existing absence or navigate to see the Entitlement Balances. You are now on the Absence Management page for Robert James. 10. 5. Replace XX in the Practice with a unique identifier such as your initials or a number (for Instructor Led Training classes. where OTL and HR Absence integration is setup. Enter "17:00" as the end time.Overview In this demonstration. Click the Absence Type list. 12. Click the Vacation list item. 4. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Instructor Demo . 2. you will create a vacation absence. This demonstration uses the Vision database. 11. (N) Absence Management 3. − Provides the ability to update absences on the timecard thus eliminating the need to navigate multiple windows. The absence integration is configured to work with vacation and sick time. Responsibility = Employee Self-Service 1. Click the Absence Reason list. Select Vacation from the LOV. 8. 29. All rights reserved. 2012.Approve the Absence Created in Self-Service You will log in as Barry Erickson to approve the absence. From here we will approve the absence. 27. 18. Drill into the link. Click Next and then Submit. Copyright © Oracle. Ignore any warning that appears. Navigate to approve the absence. This helps to identify any discrepancies. Here the integration shows that the absence entered in absence management is now showing in time and labor. Click Create Timecard. 32. Click Logout. 20. 23. The absence status link displays any absence(s) that were entered in absence management. This calculates the duration of your absence based on the start date and time and the end date and time. 28. The Recent Timecards page opens. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED 13. 17. Submit the timecard for approval. 22. Navigate to the Recent Timecards page.Page 14 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. Note that there is no timecard for the period the vacation was created in. Log in as BERICKSO/welcome user. 16. Your absence entry is now in the list of absences in a pending approval status. 21. This does not happen until you create a timecard for the period. Click the Leave of Absence for James. Click the Calculate Duration button. You can also view the balances. (N) Recent Timecards 25. Review the Absence in OTL Responsibility = Self Service Time and Expenses We will now sign back on as Robert James to view the absence on the timecard. 15. 19. 24. Click Logout. Click the Logout link. 14. Click the Continue button. 30. Click the Workflow User Web Applications link. Click the Submit button. . R12. Select the same period in which the vacation transaction was submitted. Robert link. Log on as RJAMES/welcome user. 26. Click the Show Accrual Balances link.x Oracle Time and Labor Fundamentals Chapter 1 . 31. The absence is submitted for approval. Approve the absence. Compensation Warehouse employees are project based and enter time according to the task or job they are doing.a diversified multinational corporation with operations in manufacturing. and entertainment industries. consulting. retail. All warehouse employees work for the warehouse supervisor.9:00am to 6:00pm • Shift 2 . has purchased Oracle Time & Labor and now wants to implement the system to support all of its global and local operations. they are required to discuss the issue with their store manager. You must ensure all warehouse employees have a value for the following preferences: Application Set. Business Scenario . you must use the Projects Default Preferences. 3.Overview This topic provides you with the general business scenario for AB Shoes that lies behind the demonstrations and labs for Implementing Oracle Time & Labor. and Timecard Alternate Names (for workers who use the predefined Payroll. If an entry is made on a timecard in error. Application Set and Retrieval Rule Groups must be assigned the same value. the next 2 hours are paid at 1. this case study will give you the feel of a real business and the labs are associated to this corporation as defined in this business scenario. Retrieval Rule Groups. The shifts are as follows: • Shift 1 . which rotate every two weeks. This information helps you see the individual labs in the context of a complete business operation and helps you to understand how the labs are designed. 4. Create an eligibility rule for this branch. The type of approval in the Approval Style must be HR Supervisor. 2. To use Oracle Projects. who must approve all timecards. Exception or Projects with Payroll timecard layouts). Additionally. task number or type after the timecard has been submitted. Warehouse Employee Requirements: 1. warehouse inventory is tracked by Oracle Projects. Retail Employee Requirements: Retail employees enter time in and time out.x Oracle Time and Labor Fundamentals Chapter 1 . COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Oracle Time and Labor Rules Case Study . If an employee works over 8 hours per day. 5. R12.12:00pm to 9:00pm Copyright © Oracle. All employees at AB Shoes must enter a timecard in order to be paid. finance. AB Shoes has its US Regional Headquarters in New York. Project time is entered weekly. then the Projects administrator must be notified.5 x their hourly rate. All rights reserved. Associate these alternative names with the users of the layouts using the Timecard Alternate Names preference. They work one of two shifts. 2012. and all remaining hours are paid at double-time.Page 15 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. While there may not be a true AB Shoes Corporation defined within Oracle Time & Labor. AB Shoes Corp. If any changes are made to the project number. . AB Shoes Corp AB Shoes maintains a central warehouse and distribution center in Wisconsin that supplies shoes and leather goods to all other AB locations. You must create alternate names for the Expenditure Element alternative names type if you use Projects with Payroll layout.Company Profile AB Shoes Corporation is a division of AB Inc. All rights reserved. Corporate employees get a one-hour lunch break but do not clock in and out. R12. To enable workers to use the Work Schedule template. Corporate Employee Requirements: Corporate employees enter time weekly for payroll purposes and also record vacation or sick time taken via the Self Service timecard. 2012. 6. CLA employee timecards require one level of approval. 9. • • CLA Employee Requirements: To enable workers to use the Late and Audit: • • Usage in Time entry rules must be set to audit Define Late and Audit lookup codes • Define time entry rules to set the scope of ‘late’ and ‘audit’ criteria • Service Flow preference must be set to Audit.Page 16 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. Associate these alternative names with the users of the layouts using the Timecard Alternative Names preference.• The Autogen Hours field is set to Yes in the Assignment Time window • The preference OTL Rules Evaluation set to Yes. Corporate employees are paid for standard public holidays and are not expected to work on Saturday or Sunday. Their timecard should have the ability for them to easily enter the normal schedule and then make adjustments for exceptions as necessary. with HR or Payroll selected in the Approval Rules for Rules Evaluation segment of this preference. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED The store manager approves the timecard for the respective store. make sure they have: . Corporate employees are scheduled to work 8:00am to 5:30pm each Monday to Friday.x Oracle Time and Labor Fundamentals Chapter 1 . To enable workers to use the Work Schedule template. 7. with HR or Payroll selected in the Approval Rules for Rules Evaluation segment of this preference. You must create Alternate Names for the Element alternate names type if your use the Exception layouts. 8. Copyright © Oracle. make sure they have: The Autogen Hours field is set to Yes in the Assignment Time window The preference OTL Rules Evaluation set to Yes. 10. Associate these alternative names with the users of the layouts using the Timecard Alternative Names preference. Corporate employee timecards do not need approval. You must create Alternate Names for the Element alternate names type if you use the Payroll layouts. Corporate employee is also designated to be the super timekeeper and Line Manager who has the capability to enter timecards for a group of employees CLA employees enter time weekly for projects purposes via the Self Service timecard. All rights reserved.Page 17 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY.x Oracle Time and Labor Fundamentals Chapter 1 .There are no Practices and Demonstrations in this Chapter. R12. Copyright © Oracle. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Introducing the Timecard . 2012. There are no Practices and Demonstrations in this Chapter.Page 18 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Implementation Options . 2012. R12.x Oracle Time and Labor Fundamentals Chapter 1 . All rights reserved. Copyright © Oracle. All rights reserved.Page 19 . R12.x Oracle Time and Labor Fundamentals Chapter 1 . 2012.Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Time Entry and Approval Rules Copyright © Oracle. Overview In this practice, you will define Recurring Time Periods. Recurring Time periods are used as approval periods and to determine time entry periods. You must define your recurring periods prior to defining your approval periods. All your employees will use the Weekly – Starts Monday as the recurring period Assumptions • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. • Replace XX in the Practice with a unique identifier such as your initials or a number (for Instructor Led Training classes, this number will be assigned to you). This is necessary in order to create unique records within the database when performing the Practice. Tasks Define Recurring Periods Recurring Periods are used as approval periods and to determine time entry periods. You must define your recurring periods prior to defining your approval periods. All your employees will use the Weekly – Starts Monday as the recurring period. Copyright © Oracle, 2012. All rights reserved. R12.x Oracle Time and Labor Fundamentals Chapter 1 - Page 20 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Practice - Defining Recurring Time Periods Defining Recurring Periods Responsibility = US OTL Application Developer 1. Log on as HRMS/welcome user. 2. Navigate to the Recurring Time Periods window: (N) Recurring Periods 3. Set the effective date to 01-JAN-2000. 4. Enter XXWeekly – Starts Monday in the Name field. 5. Enter Week in the Period Type field. 6. Enter 31-DEC-2001 in the Start Date field; 31-DEC-2001 is a Monday. 7. Save your work. 8. Close the window. Copyright © Oracle, 2012. All rights reserved. R12.x Oracle Time and Labor Fundamentals Chapter 1 - Page 21 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Solution - Defining Recurring Time Periods Overview In this practice, you will define Time Entry Rules using Formulas and Mapping and assign these Time Entry Rules to a Time Entry Rule Group. Assumptions • • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Replace XX in the Practice with a unique identifier such as your initials or a number (for Instructor Led Training classes, this number will be assigned to you). This is necessary in order to create unique records within the database when performing the Practice. Tasks Define Time Entry Rule using Period Maximum Formulas Warehouse employees will use a time entry rule using the period maximum formula to determine if they work over 40 hours in a 2 week period. You need to ensure the time and labor data is validated at the time of submission and resubmission. Warehouse employees will also have a recurring time period equal to Weekly starts Monday. Define Time Entry Rule using Mappings Warehouse employees will also require a time entry rule using mappings at the time of submission/resubmission for projects retrieval processing. Define Time Entry Rule Groups Once you have defined your time entry rules, you will need to group these rules together in a time entry rule group. The rule grouping will produce an error is any of the time entry rules are broken. Copyright © Oracle, 2012. All rights reserved. R12.x Oracle Time and Labor Fundamentals Chapter 1 - Page 22 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Practice - Defining Time Entry Rules and Time Entry Rule Groups 9. Select Submission / Resubmission in the Usage field. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Solution . Select Projects Retrieval Process Mapping in the Mapping field.x Oracle Time and Labor Fundamentals Chapter 1 . 19. 21. 25. This will produce an error on the timecard and stop the submission process until the error is corrected. Defining Time Entry Rule Groups 20. 8. Check the Global check box. This determines approval is required at the initial submission and when the employee changes the time and labor data after approval. Navigate to the Time Entry Rules window. Set your effective date to 01-Jan-2009. The remaining data field will populate. All rights reserved. (N) Time Entry Rules > Define Time Entry Rules 3. Select XXWarehouse Rule as the Name of the Time Entry Rules. (N) Time Entry Rules > Define Time Entry Rule Groups. 7. 6. Select Seeded Formula for Period Maximum in the Formula field. Select Error in the Outcome field. Navigate to the Time Entry Rule Groups window. Enter XXWarehouse Mapping in the Name field. Enter XXWarehouse Rule in the Name field 5. Set your effective date to 01-Jan-2009. 16. 17. Choose OK.Defining Time Entry Rules . 22. Select XXWeekly – Starts Monday in the Timecard Period field. R12. Enter 40 in the Maximum Hours field.Page 23 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. 15. Enter XX Projects Retrieval Process Mapping as the description for this rule. Enter XX40 hours per week over 2 week period as the description for this rule. Log on as HRMS/welcome user. Select Submission / Resubmission/Delete in the Usage field. Enter XXWarehouse Group in the Name field. 2. Select the Global check box and save your work. Save your work and close the window. The OTL Formulas popup window will display. 24. 12. 2012. Copyright © Oracle. Defining Time Entry Rules . Enter 2 in the Reference Period field. 23. 10. 4. Click in the next row. 14. Save your work and close the window. 18. 11.Using Period Maximum Formulas Responsibility = US OTL Application Developer 1.Defining Time Entry Rules and Time Entry Rule Groups . This determines approval is required at the initial submission and when the employee changes the time and labor data after approval.Using Mappings for Approval Style 13. R12.Page 24 .Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Approval Periods and Styles Copyright © Oracle. All rights reserved. 2012.x Oracle Time and Labor Fundamentals Chapter 1 . Overview In this practice.x Oracle Time and Labor Fundamentals Chapter 1 . Approval periods control when timecards are submitted for approval by each application. Replace XX in the Practice with a unique identifier such as your initials or a number (for Instructor Led Training classes. Tasks Define Approval Periods Your approval period for Oracle Projects (Warehouse employees) and Oracle Payroll (Retail employees) are defined as Weekly – Starts Monday.Defining Approval Periods . Assumptions • • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. This is necessary in order to create unique records within the database when performing the Practice. Copyright © Oracle. R12.Page 25 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. All rights reserved. you will define approval periods. 2012. this number will be assigned to you). COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Practice . 4. R12. Close the window. Set your effective date to 01-Jan-2009. enter XXWeekly Period – Starts Monday. 5.Defining Approval Periods Responsibility = US OTL Application Developer 1. (N) Approval > Define Approval Periods 3. All rights reserved. Navigate to the Approval Periods window. Copyright © Oracle. Log on as HRMS/welcome user.Defining Approval Periods .x Oracle Time and Labor Fundamentals Chapter 1 .Page 26 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. 2012. 2. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Solution . 7. Enter the following information: Application 6. Recurring Period Projects XXWeekly – Starts Monday Payroll XXWeekly – Starts Monday Save your work. In the Name field. Defining Approval Styles .Page 27 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. All rights reserved. Tasks Define Approval Styles Approval Styles are used to alert the approver when timecards are waiting to be approved. The approval style also defines which data needs to be approved for each application. Assumptions • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. this number will be assigned to you). more than one person in a workflow. and or type information has been changes. Warehouse employees will need an approval style to alert the warehouse supervisor when timecards are waiting to the approved as well as notification of when project. task. Approvers could be a named individual. you will create an approval style for auto approve for all corporate employees Copyright © Oracle. The approval style defines who approves the timecards for each recipient application. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Practice . and which data changes require resubmission. Corporate employees are not required to have timecards approved. To accomplish this. 2012. or any other rules defined using a formula.Overview In this practice. • Replace XX in the Practice with a unique identifier such as your initials or a number (for Instructor Led Training classes. Retail employees will need an approval style to alert the store manager that timecards are waiting to be approved. you will define approval styles to determine who approves the worker’s timecards for each recipient application. R12. supervisor. This is necessary in order to create unique records within the database when performing the Practice.x Oracle Time and Labor Fundamentals Chapter 1 . 20. Select Payroll for the Application. Tab to the Approval Style Components region. Enter a short description for this approval style in the Description field. Save your work. 12. click the New icon to create an approval style for retail employees. 5. 2012. Select Payroll Data Approval Rule. 8. select Payroll Data Approval Rule. 17. Navigate to the Approval Style window. Enter XXWarehouse Approval in the Name field. and select Payroll for the Application. HR Supervisor type. Set your effective date to 01-Jan-2009. 9.Defining Approval Styles .Page 28 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. In the Approval Rules region. Enter XXRetail Approval in the Name field. Scroll to the Approval Style Components region. With the cursor on the Approval Style Name field. 18. 7. 11. Tab to the next row. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Solution . 26. Enter a short description for this approval style in the Description field. 22. 24. With the cursor on the Approval Style Name field. (N) Approval > Define Approval Styles 3. Enter the following information: Application Type Sequence Projects HR Supervisor 10 Payroll HR Supervisor 20 14. R12. Select XXWarehouse Mapping as the rule. All rights reserved. 4. 2. Enter a short description for this approval style in the Description field. 6. Select Payroll Data Approval Rule. Scroll to the Approval Rules region. Log on as HRMS/welcome user. 13. Defining an Approval Style for Corporate Employees 23. 21. Copyright © Oracle. Save your work. Scroll to the Approval Rules region.x Oracle Time and Labor Fundamentals Chapter 1 . 25. 10.Defining an Approval Style for Warehouse Employees Responsibility = US OTL Application Developer 1. select the New icon to create an approval style for corporate employees. Select Projects for the Application. 16. 27. Select Payroll for the Application. Enter XXCorporate Approval in the Name field. Select Payroll for the Application. and enter 10 as the sequence. Defining an Approval Style for Retail Employees 15. 19. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED 28. Tab to the Approval Style Components region and select Payroll as the Application.Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. R12. Copyright © Oracle. and 10 as the sequence.Page 29 . 29. Save your work and close the window. 2012.x Oracle Time and Labor Fundamentals Chapter 1 . All rights reserved. Auto Approve for type of approval. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Using Elements in OTL Copyright © Oracle.Page 30 . 2012.Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. All rights reserved.x Oracle Time and Labor Fundamentals Chapter 1 . R12. Overview In this practice, you will learn how to create and link elements for time and labor entry. Elements are essential compensation and benefit components that represent earning types. Assumptions • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. This practice covers only the required steps for performing this task. • Replace XX with your initials or the unique group identifier. • Tasks Create Elements 1. Create and link the following elements for use in OTL: Overtime Pay Doubletime Pay Copyright © Oracle, 2012. All rights reserved. R12.x Oracle Time and Labor Fundamentals Chapter 1 - Page 31 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Practice - Creating Elements for OTL Creating Overtime Pay Earning Responsibility = US Super HRMS Manager 1. Log on as HRMS/welcome user. 2. Navigate to the Earnings window. (N) Total Compensation > Basic > Earnings 3. Set your effective date to 1 January 2000. 4. In the Name field, enter Overtime PayXX. 5. In the Reporting Name field, enter OTXX 6. In the Description field, enter XXOvertime Pay. 7. In the Classification field, select Earnings. 8. In the Category field, choose Overtime. 9. Ensure that Processing is Nonrecurring. 10. In the Calculation Rule field, select Hours * Rate * Factor and save your work. Creating Double Time Pay Earning 11. With the cursor in the Name field, click New. 12. Enter Double Time PayXX as the name. 13. In the Reporting Name field, enter DTXX. 14. In the Description field, enter XXDoubletime Pay. 15. In the Classification field, select Earnings. 16. In the Category field, select Overtime. 17. Ensure that Processing is Nonrecurring. 18. In the Calculation Rule field, select Hours * Rate * Factor and save your work. 19. Close the window. Modifying the Element 20. Navigate to the Element window. (N) Total Compensation > Basic > Element Description 21. Set your effective date to 1 January 2000. 22. Enter Query mode and find your earnings element, Overtime PayXX. 23. Ensure the Multiple Entries Allowed and Process in Run check boxes are checked. 24. Choose the Input Values button. 25. Verify that there are Input Values called Hours, Pay Value, Multiple, Rate and Rate Code. In US, you also require Jurisdiction, Deduction Processing, and Separate Check. Name Units Sequence Hours Hours in Decimal 1 Pay Value Money 1 Copyright © Oracle, 2012. All rights reserved. R12.x Oracle Time and Labor Fundamentals Chapter 1 - Page 32 User Enterable Database Item Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Solution - Creating Elements for OTL Units Sequence User Enterable Database Item Multiple Number 2 Rate Number 3 Rate Code Character 4 Jurisdiction Character Default default default Deduction Processing Character Default default default Separate Check Character Default default default 26. Uncheck the Required check box for both ‘Deduction Processing’ and ‘Separate Check’ input values if required. 27. Choose the input value and uncheck the Required check box. Save your work as correction respectively. Modifying Double Time Pay Earning 28. Query your earnings element, Double Time PayXX. 29. Ensure the Multiple Entries Allowed and Process in Run check boxes are checked. 30. Choose the Input Values button. 31. Verify that there are Input Values called Hours, Pay Value, Multiple, Rate and Rate Code. In US, you also require Jurisdiction, Deduction Processing, and Separate Check. Name Units Sequence User Enterable Database Item Hours Hours in Decimal 1 Pay Value Money 1 Multiple Number 2 Rate Number 3 Rate Code Character 4 Jurisdiction Character default default default Deduction Processing Character default default default Separate Check Character default default default Copyright © Oracle, 2012. All rights reserved. R12.x Oracle Time and Labor Fundamentals Chapter 1 - Page 33 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Name 39. 37. click New. Copyright © Oracle. choose Double Time PayXX. uncheck the Required check box. In the Name field. Choose the input value.Linking your Elements 35. In the Name field. R12. 38. Uncheck the Required check box for both Deduction Processing and Separate Check input values if required. Set your effective date to 1 January 2000. 41. Check the Link to All Payrolls check box. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED 32. Check the ‘Link to All Payrolls’ check box.x Oracle Time and Labor Fundamentals Chapter 1 . Save your work and close the window. Save your work as correction respectively and close the window. 34. With cursor in the Element Time window. 42. (N) Total Compensation > Basic > Link 36. 43. choose Overtime PayXX.Page 34 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. 2012. Save your work. 33. All rights reserved. 40. . and save as Correction. Navigate to the Element Link window. For example. this number will be assigned to you). and overtime elements require the entry of earning category. Assumptions • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. you will enter the element time information necessary to use elements with your structures and policies for OTLR. Additional element information entry various based on the earning category assigned to the element. • Replace XX in the Practice with a unique identifier such as your initials or a number (for Instructor Led Training classes. Copyright © Oracle.Entering Element Time Information for OTLR . premium type. and enter the factor/multiple to indicate the rate of pay for overtime. R12.Overview In this practice. Tasks Entering Element Time Information Element Time Information is required for any elements used with structures and policies. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Practice . You need to specify overtime for the earnings type.x Oracle Time and Labor Fundamentals Chapter 1 .Page 35 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. premium amount and processing order. so you can use these elements in your premium eligibility and interaction policies. Processing Order for both overtime and double time elements should be equal to 15. This is necessary in order to create unique records within the database when performing the Practice. and double time. All rights reserved. Shift elements. regular pay elements only require an earning category. 2012. 4. Enter 15 in the Processing Order field. Close the window. Log on as HRMS/welcome user. 11. Select Overtime Earning in the Earnings Category field. Save your work. Save your work.x Oracle Time and Labor Fundamentals Chapter 1 .5 in the Premium Amount field. Select Factor/Multiple in the Premium Type field. Navigate to the Element Time Information window. Copyright © Oracle.Entering Element Time Information for OTLR . Select the Double Time PayXX element and enter the following information: Field Name Value Earning Category Overtime Earning Premium Type Factor/Multiple Premium Amount 2. Set your effective date to 01-Jan-2000.Page 36 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. 13. (N) OTL Time Accounting > Element Time Information 3. 7.Responsibility = US OTL Application Developer 1. 5. R12.0 Processing Order 15 12. 2. Place your cursor on the Element Name field. 2012. 8. All rights reserved. 10. Select Overtime PayXX in the Element Name field. and choose a New record. 6. 9. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Solution . Enter 1. • Replace XX in the Practice with a unique identifier such as your initials or a number (for Instructor Led Training classes. All rights reserved. You need to include Overtime Pay and Double Time Pay earning elements in an element set for retail employees. You can select individually all the elements you require.x Oracle Time and Labor Fundamentals Chapter 1 .Page 37 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY.Creating Element Sets . you define Element Sets to specify the elements to be fed to Oracle Time & Labor. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Practice . Copyright © Oracle. 2012. Corporate employees will need to have vacation. You can select individually all the elements you require. this number will be assigned to you). If you have Oracle HR or Payroll retrieval rules. Tasks Creating Element Sets If you have Oracle HR or Payroll retrieval rules. sick time and jury duty earning elements in their element set. or select a whole classification. Assumptions • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. you define Element Sets to specify the elements to be fed to Oracle Time & Labor. R12. This is necessary in order to create unique records within the database when performing the Practice.Overview In this practice you will create Element Sets. Select OTL Regular Pay. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Solution . 20. 9. Select OTL Shift Pay. Select Double Time PayXX. Copyright © Oracle. Click the Elements Name field. 28. Choose Include Element button to display elements available for selection. 13. 31. 21.x Oracle Time and Labor Fundamentals Chapter 1 . Select OTL Vacation Pay. Choose Include Element button to display elements available for selection. 5.Page 38 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. Select OTL Jury Duty. 2012. Choose Save. 18. 12. 25. 8. Defining Element Sets for Corporate Employees 17. With the cursor in the Name field. Choose Include Element button to display elements available for selection. Choose Save. Log on as HRMS/welcome user. Select OTL Sick Pay. 10.Creating Element Sets . Choose Include Element button to display elements available for selection. Choose Include Element button to display elements available for selection. 11. 27. click the New icon. (N) Payroll > Element Set 3. Enter Retail Element SetXX in the Name field. 23. R12. Choose Include Element button to display elements available for selection. 16. Select OTL Regular Pay. Choose Include Element button to display elements available for selection. 30. Select Run Set in the Type field. Navigate to the Element and Distribution Set window. 7. 2. Choose Save. 15. 4. All rights reserved. 26. Close the window. Set your effective date to 01-Jan-2000.Creating an Element Set for Retail Employees Responsibility = US Super HRMS Manager 1. 19. 29. Enter Corporate Element SetXX in the description field. 22. Save your work. 6. Click the Elements Name field. Select Run Set in the Type field. 24. Select Overtime PayXX. Choose Include Element button to display elements available for selection. 14. Page 39 . R12.Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. 2012. All rights reserved.x Oracle Time and Labor Fundamentals Chapter 1 . COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Mappings and Retrieval Process Copyright © Oracle. or projects information that you want to hold in the time store. and projects descriptive flexfields in the OTL Information Types descriptive flexfield (the timecard). After running the Generate Flexfield and Mapping Information process. Assumptions • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. projects. and projects information you want to store. These segments hold the element input values and flexfield segments in the time store. You can choose which segments to enable and display. The process creates a context for each element and key flexfield. key flexfield. you must review the segments that this process has generated in the OTL Information Types flexfield. you run the Generate Flexfield and Mapping Information process. Copyright © Oracle. and a segment for each element input value and key flexfield segment. Tasks Run the Generate Flexfield and Mapping Information process and review the segments generated by this process. element input values.Running the Generate Flexfield and Mapping Information Process . • Replace XX in the Practice with a unique identifier such as your initials or a number (for Instructor Led Training classes. this number will be assigned to you). COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Practice . All rights reserved. key flexfields. R12.Overview In this practice. You run the Generate Flexfield and Mapping Information process during implementation and later if you change the elements. key flexfield information. 2012. The Generate Flexfield and Mapping Information process creates the context and segments in this flexfield to hold the element. This is necessary in order to create unique records within the database when performing the Practice. The time store holds elements.x Oracle Time and Labor Fundamentals Chapter 1 .Page 40 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. 12. In the Effective Date field. In the Context Field Values region. 24. 2012. 8. 9. View the Input Values or segments and close the window. 14. 17. select ‘No’. 11. All rights reserved. 7. In the Element Set field. Copyright © Oracle. 16. Navigate to the Find Requests window. 5. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Solution . you will see your elements in the Name field. In the Title field. Navigate to the Submit Request window. Choose Yes to submit the same request for the Retail Element SetXX element set. 15. Choose Submit button. 18. Perform a query enter (F11). 22.Responsibility = US OTL Application Developer 1. choose the Segments button.Page 41 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. select Corporate Element SetXX. R12. Make sure that your requests have completed without any errors. In the Delete Definitions? Field. Close the window. 2. Navigate to the Descriptive Flexfield Segments window. 13.x Oracle Time and Labor Fundamentals Chapter 1 . Log on as HRMS/welcome user. (N) View Requests Click Find and view your requests. Select Single Request and click OK. Select Generate Flexfield and Mapping Information from the list of values. Reviewing the OTL Information Types Segments Responsibility = System Administrator 20. (N) Process and Reports > Submit Requests 3. enter 01-JAN-2000. • • ‘Include Cost Flexfield?’ ‘Include Group Flexfield?’ • ‘Include Job Flexfield?’ • • ‘Include Position Flexfield?’ ‘Include Expenditure Items Flexfield?’ • ‘Include Absence Information?’ Press OK when finished entering parameters to close the Parameters window. 25. Click the Parameters field to open the Parameters window. 6.Running the Generate Flexfield and Mapping Information Process . 19. 26. 23. (N) Application > Flexfield > Descriptive > Segments 21. 4. Switch responsibility. Select the System Administrator responsibility. Choose No for the following fields: 10. Write down the Request ID number ____________. enter OTL Information Types. With cursor on your structure. Execute (CTRL+F11) to run the query. and Projects Retrieval Process Mapping. Close the window. 4. Navigate to the Mapping Components window. Each deposit and retrieval process refers to a mapping. Reviewing Mapping and Mapping Components Responsibility: OTL Application Developer 1. R12. 5. Perform an open query on the window to show all mapping components defined. this number will be assigned to you). Assumptions • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. The fields are defined as mapping components. Using the AB Shoes business scenario. This is necessary in order to create unique records within the database when performing the Practice. 6. 8. This demonstration illustrates mapping and mapping components. we do not have a need to define new fields to be captured by Oracle Time & Labor. All rights reserved. Copyright © Oracle. Therefore.Page 42 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. OTL Deposit Process Mapping. (N) Deposit/Retrieval Processes > Define Mapping Components 3. we will not need to define new contexts and segments for the OTL Information Types description flexfield. There are predefined mappings for the predefined processes. Navigate to the Mappings window.x Oracle Time and Labor Fundamentals Chapter 1 . Execute a Blind Query to show all the predefined Mappings for BEE Retrieval Process Mapping. Close this window. (N) Deposit/Retrieval Processes > Define Mappings 7. 2012.Overview This demonstration reviews the Mapping and Mapping Components used in Oracle Time & Labor. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Instructor Demo . The mapping defines the set of timecard fields that the process deposits or retrieves. Log on as HRMS/welcome user. and where these are held in the time store. 2.Reviewing Mapping and Mapping Components . • Replace XX in the Practice with a unique identifier such as your initials or a number (for Instructor Led Training classes. Scroll through the mapping components. • Replace XX in the Practice with a unique identifier such as your initials or a number (for Instructor Led Training classes. Navigate to the Processes window. This demonstration illustrates the retrieval processes delivered with Oracle Time & Labor. Responsibility = US OTL Application Developer 1.This demonstration reviews the Retrieval and Deposit Processes used within Oracle Time & Labor. 4. 2012. R12. Oracle Projects. this number will be assigned to you). Close the window.x Oracle Time and Labor Fundamentals Chapter 1 . (N) Deposit/Retrieval Processes > Define Process 3. Assumptions • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Scroll through all the deposit and retrieval processes.Page 43 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Instructor Demo . Log on as HRMS/welcome user. Copyright © Oracle. Perform an open query on the window. A retrieval process defines the data that a recipient application can retrieve from the time store.Reviewing Retrieval/Deposit Processes . and Oracle Payroll. 2. This is necessary in order to create unique records within the database when performing the Practice. There are predefined retrieval processes for Oracle Human Resources. All rights reserved. 2. you can review the retrieval rule – Payroll. Log on as HRMS/welcome user.Page 44 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. This is necessary in order to create unique records within the database when performing the Practice. For retail and corporate employees. • Replace XX in the Practice with a unique identifier such as your initials or a number (for Instructor Led Training classes. You can review the retrieval rule – Projects and Payroll – Approved. Retrieval rules determine the approval status that data must achieve before the process can retrieve it. 4. 2012.Reviewing Retrieval Rules . Navigate to the Retrieval Rules window. Responsibility = US OTL Application Developer 1. R12.x Oracle Time and Labor Fundamentals Chapter 1 . Copyright © Oracle. This rule indicates that Oracle Payroll requires data to be approved before it can be retrieved. (N) Deposit/Retrieval Processes > Define Retrieval Rules 3. All rights reserved. This rule indicates that Oracle Projects and Oracle Payroll both require data to be approved before it can be retrieved.Overview This demonstration illustrates the retrieval rules delivered with Oracle Time & Labor. Perform an open query on the window to view all the Retrieval Rules. this number will be assigned to you). Assumptions • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Instructor Demo . Close the window. 2012. All rights reserved. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Timecard Layouts and Preferences Copyright © Oracle.Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY.x Oracle Time and Labor Fundamentals Chapter 1 . R12.Page 45 . • Replace XX in the Practice with a unique identifier such as your initials or a number (for Instructor Led Training classes. All rights reserved. sick pay.Page 46 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. Retail employees do not need to see vacation. This is necessary in order to create unique records within the database when performing the Practice. Warehouse employees will need to use alternate names to derive the expenditure type from the entry of a project. Retail. sick or jury duty in their list of values because they do not get paid for these hour types. 2012. they will need to have overtime pay and double time pay elements in their list of values. and Corporate Employees . limit the display of values in a list. Corporate employees should see elements with the name regular pay. You may wish to change the name of an element. Tasks Defining Alternate Names Using Alternate Names. However. or derive the value of a field from the value in another field. Copyright © Oracle. you can configure lists of values on a timecard layout. or limit the display of values for a specific field on a timecard.Defining Alternate Names for Warehouse. R12.x Oracle Time and Labor Fundamentals Chapter 1 . jury duty and vacation.Overview Using Alternate Names. you can configure lists of values on timecards. Assumptions • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Practice . You can rename values displayed in a list of values. this number will be assigned to you). Enter Regular Pay in the Alternate Name field in the Alternate Name Type region. All rights reserved. Log on as HRMS/welcome user. Copyright © Oracle. Choose OK to close the popup window. 25. 12. 19. 4. Select the Enabled check box to display the alternate name in the list of values. Enter XXRetail Employees in the Alternate Name Definition field. Click the Values field to display the OTL Alternate Names popup window.x Oracle Time and Labor Fundamentals Chapter 1 . 8. 18. Save your work. and Corporate Employees . 7. 15. 9. 17. 10. Select OTL Alternate Name DFF Context in the Alternate Name Type field. Select Payroll Elements in the Type Name field and enter XXRetail in the Prompt field. 6. 16. Retail. Place the cursor on a new record in the Alternate Name Values block and enter the following information: Alternate Name Payroll Element Enabled Overtime Pay Overtime PayXX Checked Double Time Pay Double Time PayXX Checked Shift Diff Pay OTL Shift Pay Checked 26. Enter a short description for this Alternate Name Set in the description field.Defining Alternate Names for Warehouse. 21. Save your work. Select ST in the System Linkage Function field and choose OK to close the popup window. Select OTL Alternate Name DFF Context in the Alternate Name Type field. Defining Alternate Name for Retail Employees 14. Enter XXWarehouse in the Prompt field and save your work.Defining Alternate Names for Warehouse Employees Responsibility = US OTL Application Developer 1. 20. Select OTL Regular Pay in the Payroll Element field. 24. Navigate to the Alternate Names window. Enter XXWarehouse Employees in the Alternate Name Definition field and enter a short description. Select OTL Regular Pay in the Payroll Elements field and Administrative in the Expenditure Type field. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Solution . click New. (N) Alternate Names > Alternate Name Definition 3. Select Elements Expenditure System Linkage Function in the Type Name field. 11. 2. With cursor on the Alternate Name Definition field. Select the Enabled check box to display the alternate name in the list of values. 2012. Save your work. 23. Set your effective date to 01-Jan-2009. Click the Values field to display the OTL Alternate Names popup window. 13. Enter Regular Pay in the Alternate Name field in the Alternate Name Type region. 5. R12.Page 47 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. 22. 39. 32. 41. create a new record.Alternate Name Payroll Element Enabled Sick Pay OTL Sick Pay Checked Jury Duty OTL Jury Duty Checked Vacation Pay OTL Vacation Pay Checked 42. 2012. 29. 37. . 38. Enter a short description for this alternate name set in the Description field. Save your work. Click the Values field to display the OTL Alternate Names popup window. Enter XXCorporate Employees in the Alter Name Definition field. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Defining Alternate Names for Corporate Employees 27. 36. Scroll to the Alternate Name Type region. Select Payroll Elements in the Type Name field. 34. Select OTL Alternate Name DFF Context in the Alternate Name Type field. 43.x Oracle Time and Labor Fundamentals Chapter 1 . 35. Close the window. 33. Enter Regular Pay in the Alternate Name field. 30. Select the Enable check box to display the alternate name in the list of values. With cursor on the Alternate Name Definition field. Place the cursor on a new record in the Alternate Name Values block.Page 48 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. Save your work. All rights reserved. 31. Enter XXHours Type in the Prompt field. Choose OK to close the popup window. Copyright © Oracle. Enter the following information. Select OTL Regular Pay in the Payroll Element field. 40. 28. R12. Terrence G (Terry) as the supervisor of the corporate employee. Assumptions • • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice.Overview You will create three separate employees to use throughout your remaining labs.Page 49 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. Select Bennett. R12. Replace XX in the Practice with a unique identifier such as your initials or a number (for Instructor Led Training classes. and a warehouse employee to use for the remaining labs. Copyright © Oracle. This is necessary in order to create unique records within the database when performing the Practice. All rights reserved. 2012. you will define all necessary information to successfully define an employee with HRMS. Select the corporate employee as the supervisor of retail and warehouse employees.x Oracle Time and Labor Fundamentals Chapter 1 . and enter time and labor data for each employee. You will assign preferences to these employees. Mr. a corporate employee. Within this lab.Defining Employees . this number will be assigned to you). Tasks Defining an Employee You will define a retail employee. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Practice . R12. 12.x Oracle Time and Labor Fundamentals Chapter 1 . Select Yes in the Timecard Required field. 18. 22. Enter any first name in the First Name field. Enter 01-JAN-1975 as birth date. Save your work. 4. Set effective date to 01-Jan-2009. Log on as HRMS/welcome user. Choose Correction in the DateTrack option box. 20. Close the Address window. Select Vision Corporation in the Government Reporting Entity. Select Create Employee in the Action field. 2. Select Employee from the Person Types popup window. 25. 13. 30. Click in the empty field to display the GREs and other data window. Enter a national identifier. Enter the following information as the address. Navigate to the People window. Select Bennett. 28. 23. 21. Mr. such as a social security number in the format of 758-12-XXXX. 6. Accept the HR – New York default location. Creating Retail Employee 32. 26. Choose OK to close the GREs and other data window. (N) People > Enter and Maintain 3. With the cursor in the Name field of the People window. 11. Close the Assignment window. New York. Select the Statutory Conditions tab.Page 50 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. Choose New on the Find Person window. 31. Select a gender. New York 10200 • County: New York Save your work. 8. Choose the Assignment button. Terrence G (Terry) as the Supervisor. Select Vision HR Weekly in the Payroll field. 27. Select Active Assignment status.Defining Employees . Write down the Employee Number______. 16. Accept Vision Corporation in the Organization field. Choose the Address button. Copyright © Oracle. • 3049 Main Street • 15. 7.Responsibility = US Super HRMS Manager Creating Corporate Employee 1. All rights reserved. 5. 17. select the New icon. Select the Supervisor Tab. Save your work. 29. 24. 14. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Solution . Enter XXCorporate as the Last Name. 19. 9. 2012. 10. 39. R12. Enter a national identifier. Select Create Employee in the Action field. 60. Choose the Assignment button. 47. Choose OK to close the GREs and other data window. 41. Select Supervisor Tab. 53. Enter a national identifier. Accept Vision Corporation in the Organization field. Select a gender. 44. Save your work. 52. such as a social security number in the format of 758-12-XXXX.Enter XXRetail as the Last Name. Accept the HR – New York default location. Select Create Employee in the Action field. select the New icon. Choose the Address button. Enter the following information as the address. Click in the empty field to display the GREs and other data window. 48. 57. Choose Correction in the DateTrack option box. Enter 01-JAN-1973 as birth date. Write down the number for your XXRetail employee______. 36. 64. Select the Statutory Conditions tab. 66. Close the Address window. • 1256 West Street Copyright © Oracle. 37. New York. Choose the Address button. 56. 35. • 200 Main Street • 42. Select a gender. 40. . 68. 58. 62. 63. Enter 01-JAN-1974 as birth date. Save your work. With the cursor on the Name field of the People window. 51. 46. 34. All rights reserved. 50. 49. 61. 54. Enter the following information as the address. 38. Select Active Assignment status. Select Yes in the Timecard Required field. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED 33. Select Vision HR Weekly in the Payroll field.Page 51 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. Save your work. Creating Warehouse Employee 59. 67. Select Vision Corporation in the Government Reporting Entity. 45. 43.x Oracle Time and Labor Fundamentals Chapter 1 . Enter XXWarehouse as the Last Name. Select your XXCorporate employee as the Supervisor. 2012. Select Employee from the Person Types popup window. Select Employee from the Person Types popup window. Close the Assignment window. 55. such as a social security number in the format of 758-12-XXXX. New York 10200 • County: New York Save your work. 65. Copyright © Oracle. 2012. Choose OK to close the GREs and other data window. Select the Statutory Information tab. New York 10200 • County: New York 69. Choose the Assignment button. Write down the number for your XXWarehouse employee_________. Value Organization Services-East Job PCN500.East Payroll Vision HR Weekly Status Active Assignment Assignment Category Fulltime-Regular Location M2.Principal Consultant Grade 200. 79. Cancel on the People Group flexfield popup.New York. All rights reserved. Close the window. In the Government Report Entity. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED • . 75. R12.Boston Note: When you are asked to choose an option. 77. select Yes.Page 52 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. 73. Close the Address window.2. 71. select Vision Corporation. 76. Save your work. Enter the following information. 74. 70. select Correction. 78. Field Name 72. Choose the Supervisor tab and select XXCorporate as the supervisor. Save your work. In the Timecard Required field.x Oracle Time and Labor Fundamentals Chapter 1 . Tasks Creating Application Users Using your System Administrator responsibility. Vision Services (USA) US Super HRMS Manager System Administrator Projects. Corporate Employee US Education OTL Self Service Retail Employee US Education OTL Self Service Warehouse Employee OTL. Replace XX in the Practice with a unique identifier such as your initials or a number (for Instructor Led Training classes. corporate and warehouse employees. All rights reserved. Assumptions • • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Practice . this number will be assigned to you). 2012. you need to create application users for your retail.Page 53 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY.Overview You need to create application users and assign responsibilities in order to enter timecard on the Self-Service timecard page. Copyright © Oracle. This is necessary in order to create unique records within the database when performing the Practice. R12.x Oracle Time and Labor Fundamentals Chapter 1 . Vision Services (USA) Workflow User Web Application Mass Timecard Approval US OTL Application Developer US OTL Administrator OTL Super Timekeeper US Time and Labor Rules Manager Testing you User Sign-On Once you have created your application user for your three employees.Creating Application Users . you will need to test your newly created users. Enter oracle as the Password. 12. Enter 01-Jan-2009 as the Effective Date. Save your work. Place your cursor on the User Name field and choose a new record.Page 54 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. 13. 5. Enter XXWAREHOUSE as the user name and select XXWarehouse as the person. 15. 10. 21. 9. (N) Security > User > Define 3. 11.Creating Application Users . • US Education OTL Self Service • • US Super HRMS Manager System Administrator • • Projects. 2. Close all windows except the Portal. Leave Default as None for Password Expiration. 19. 22. Select the US Education OTL Self Service responsibility and enter 01Jan-2009 in the Effective From date field. Select OTL. Select the following responsibilities and enter 01-Jan-2009 in the Effective From date field for the responsibilities. R12. Copyright © Oracle. 2012. Navigate to the Users window. 20.Create Application User for your Corporate Employee Responsibility = System Administrator 1. Tab. 7. Select your XXCorporate employee in the Person field. Enter XXCORPORATE as the User Name. 16. 17. Close the window. Enter Corporate User in the Description field. 18. All rights reserved.x Oracle Time and Labor Fundamentals Chapter 1 . Save your work. Enter oracle as the password twice. Place your cursor on the User Name field and choose a new record. and enter oracle as the Password again. Vision Services (USA) as the responsibility and enter 01-JAN-2009 in the Effective From date field. 6. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Solution . 4. Vision Services (USA) Workflow User Web (New) • Manager Self-Service • • Mass Timecard Approval US OTL Application Developer • • US OTL Administrator OTL Super Timekeeper • US Time and Labor Rules Manager Save your work. Log on as HRMS/welcome user. 8. 14. Enter Oracle as the password twice. Enter XXRETAIL as the user name and select XXRetail as the person. Enter oracle as the Old Password. Repeat Steps to verify application users for retail and warehouse employees. 30. Enter welcome as the New Password. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED 23. R12.Test your application user sign on 24. 25. Copyright © Oracle.Page 55 . The Oracle Password window will display indicating the password has expired. 27. Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. Click the Logout link. All rights reserved. Click Connect. Enter your XXCORPORATE user as the User Name.x Oracle Time and Labor Fundamentals Chapter 1 . 29. 2012. Enter welcome as Repeat Password. Click Save. 26. 28. 31. Enter oracle as the Password. Retail.Overview Preferences define many rules about how individuals or groups of workers use the Oracle Time & Labor. you have created various rules for 3 groups of employees. Defining Eligibility Criteria You will assign the newly created preferences to your employees using the eligibility criteria tab. • Replace XX in the Practice with a unique identifier such as your initials or a number (for Instructor Led Training classes. R12. Now you must assign the rules to the groups of employees via Preferences. Preferences hold rules for the time store and about self service timecard. and Corporate Employees .x Oracle Time and Labor Fundamentals Chapter 1 . this number will be assigned to you). However.Page 56 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. Assumptions • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. you can view the preferences using the People tab. You will need to create a new hierarchy containing the preferences for which you want to specify a different value. Oracle Time & Labor includes default preferences with predefined values. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Practice . Copyright © Oracle. Viewing People Preferences Once you have defined your new preferences.Defining Preferences for Warehouse. This is necessary in order to create unique records within the database when performing the Practice. 2012. Tasks Defining Preferences You had to define various rules for each group of employees within the corporation. and linked these preferences to your employees. All rights reserved. Defining Preferences for Warehouse Employees Responsibility = US OTL Application Developer 1. In the Name in Tree field. (For example.Preference Tree +XXWarehouse Employees Note: To ensure the correct result. Highlight (or select) XXW Append Template. • • 14. 12. 6. the Preference field is not data-enterable. 11. Save your work. the Preference field becomes dataenterable. 10. Verify the result as follows: • . 17. 4. 13. Enter XXWarehouse Employees in the Name in Tree field.Defining Preferences for Warehouse. XXWarehouse Employees. 16. Make sure XXWarehouse Employees is defaulted in the ‘Name in Tree’ field.x Oracle Time and Labor Fundamentals Chapter 1 .Preference Tree -XXWarehouse Employees + XXW Append Template Note: To ensure the correct result. All rights reserved. Log on as HRMS/welcome user. Click the Preference Values field. In the Preference field. and select New. Right-click the XXWarehouse Employees node. Copyright © Oracle. and Corporate Employees . Adding Preferences to a branch 9. 2012. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Solution . Retail. Save your work. close the window. 18. 8. then right-click the Preference Tree node and select New. Choose OK to close the OTL Preferences popup window. At this time. Highlight (or select) the Preference Tree node. 7. Allow Append Functionality = Yes). 15. Click the + sign to open the Preference Tree node. Make sure XXW Append Template is defaulted in the Name in Tree field. select Self Service Functionality to Append Templates on Timecard on the timecard. Enter the corresponding value within the values flexfield for each preference. Navigate to the Preferences window. 2. 5. Collapse the Preference Tree node and click the + sign to re-open the Preference Tree node. scroll to the bottom to view the new branch.Page 57 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. (N) Preferences 3. enter XXW Append Template for the preference. Click the + sign to open the XXWarehouse Employees node you created. Check the Editable by user? check box and the Displayed to user check box is automatically selected. Verify the result as follows: . R12. At this time. close the window. Highlight (or select) the XXWarehouse Employees node. Repeat steps to establish the remaining preferences for the XXWarehouse Employees. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED 19. Enter the corresponding value within the values flexfield for this preference. At this time. Name in Tree Preference Preference Values XXW Approval Periods Time Store Approval Periods Time Store Approval Periods = XXWeekly Period – Starts Monday XXW Approval Style Time Store Approval Style Approval Style = XXWarehouse Approval XXW Create Personal Template Self-Service create template functionality Create Templates = Yes XXW Disconnect Mode Self-Service disconnected entry option for worker Disconnected Entry = Upload / Download XXW Edit Status allowed Self-Service timecard status that allows user edit Status Allowing Edits = NEW WORKING REJECTED Future Time Period Limit = Assignment up to Final Termination XXW Empty Rows Self-Service number of empty rows on the timecard 3 XXW Negative Hours Self-Service ability to enter negative hours Allowed Negative Entries = Yes Copyright © Oracle. Application Set = Payroll and Projects). All rights reserved. 29. 28. R12. Check the Editable by user? check box and the Displayed to user check box is automatically selected. Make sure XXWarehouse Employees is defaulted in the Name in Tree field. Click the Preference Values field. the Preference field becomes data-enterable. close the window. 20.Preference Tree -XXWarehouse Employees + XXW Append Template • + XXW Application Set Note: To ensure the correct result. 24. Warehouse employees need the following preferences. 22. highlight (or select) the XXWarehouse Employees node. At this time.• • . To create the next preference for the XXWarehouse Employees branch. select Time Store Application Set. the Preference field is not data-enterable. 2012. 27. 26. Save your work. Verify the result as follows: . In the Name in Tree field. • 23. 25. Choose OK to close the OTL Preferences popup window. In the Preference field.x Oracle Time and Labor Fundamentals Chapter 1 . Right-click and select New.Page 58 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. Highlight (or select) XXW Application Set Make sure XXW Application Set is defaulted in the Name in Tree field. 21. Save your work. enter XXW-Application Set for the preference. (For example. Page 59 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY.With Project & Task details concatenated Projects and Payroll Details Layout . COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Name in Tree .With Project & Task details concatenated Notification Layout = Projects and Payroll Notification Layout . All rights reserved.Preference Preference Values XXW OTL Rules Evaluation Self-Service preference to allow Rules Evaluation Evaluate OTL Rules = No Approval Rules for Rules Evaluation = Projects and Payroll Overtime Recurring Period = XXWeekly Period – Starts Monday XXW Retrieval Rule Time Store Retrieval Rule Groups Group Name = Projects and Payroll Retrieval Rule Group XXW Save Template Functionality Self-Service save as template functionality on timecard Save as Template on Timecard = Yes XXW Template Functionality Self Service Template Functionality for a Worker Template Functionality for a Worker = Yes XXW Time Entry Rule Time Store Time Entry Rules Time Entry Rule = XXWarehouse Group XXW Timecard Alternate Name Self-Service timecard alternate name set defined for a user Timecard Alternate Name 1 = XXWarehouse Employees XXW Timecard Layout Self-Service timecard.With Project & Task details concatenated Projects and Payroll Confirmation Layout . review and confirmation layout pages Projects and Payroll Timecard Layout . Copyright © Oracle. R12. 2012.With Project & Task details concatenated Projects and Payroll Review Layout .With Project & Task details concatenated XXW Timecard Periods Self-Service timecard period for worker Timecard Period = XXWeekly – Starts Monday Defining Preferences for Retail Employees 30.x Oracle Time and Labor Fundamentals Chapter 1 .With Project & Task details concatenated Export Layout = Projects and Payroll Export Layout . Repeat the Steps for Defining Preferences and Adding Preferences to a branch for Retail Employee naming each Preference Tree Node and branch accordingly. review and confirmation layout pages Timecard Layout = Payroll Timecard Layout Review Layout = Payroll OTLR Details Review Layout Confirmation Layout = Payroll OTLR Details Confirmation Layout Notification Layout = Payroll OTLR Details Notification Layout XXR Timecard Periods Self-Service timecard period for worker Timecard Period = XXWeekly – Starts Monday XXR UOM Self-Service Unit of Measure to be used on a timecard Timecard Unit of Measure = HOURS Unit of Measure Format = HH:mm Note HH:mm – display military time 13:45 hh:mm aa – display nonmilitary time 1:45 pm Copyright © Oracle.Page 60 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. R12. 2012. All rights reserved. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED 31. . Create a preference tree node called XXRetail Employees and add the following preferences.Name in Tree Preference Preference Values XXR Application Set Time Store Application Set Application Set = Payroll XXR Approval Periods Time Store Approval Periods Time Store Approval Periods = XXWeekly Period – Starts Monday XXR Approval Style Time Store Approval Style Approval Style = XXRetail Approval XXR OTL Rules Evaluation Self-Service preference to allow Rules Evaluation Evaluate OTL Rules = Yes Approval Rules for Rules Evaluation = Payroll Overtime Recurring Period = XXWeekly Period – Starts Monday XXR Retrieval Rule Time Store Retrieval Rule Groups Group Name = Payroll Retrieval Rule Group XXR Timecard Alternate Name Self-Service timecard alternate name set defined for a user Timecard Alternate Name 1 = XXRetail Employees XXR Timecard Layout Self-Service timecard.x Oracle Time and Labor Fundamentals Chapter 1 . Create a preference tree node called XXCorporate Employees and add the following preferences. Repeat the Steps for Defining Preferences and Adding Preferences to a branch for Corporate Employees.Name in Tree Preference Preference Values XXC Application Set Time Store Application Set Application Set = Payroll XXC Approval Periods Time Store Approval Periods Time Store Approval Periods =XXWeekly Period – Starts Monday XXC Approval Style Time Store Approval Style Approval Style = XXCorporate Approval XXC OTL Rules Evaluation Self-Service preference to allow Rules Evaluation Evaluate OTL Rules = Yes Approval Rules for Rules Evaluation = Payroll Overtime Recurring Period = XXWeekly Period – Starts Monday XXC Retrieval Rule Time Store Retrieval Rule Groups Group Name = Payroll Retrieval Rule Group XXC Timecard Alternate Name Self-Service timecard alternate name set defined for a user Timecard Alternate Name 1 = XXCorporate Employees XXC Timecard Layout Self Service Timecard. . Review and Confirmation Layout Pages Timecard Layout = Exception Layout – Timecard Entry Page Review Layout = Exception OTLR Details Review Layout Confirmation Layout = Exception Layout – Timecard Confirmation Page Notification Layout = Exception OTLR Details Notification Layout XXC Timecard Periods Self-Service timecard period for worker Timecard Period = XXWeekly Period – Starts Monday XXC Timekeeper Layout Timekeeper Layout Attributes Timekeeper Layout Item 1 = XXCorporate Employees XXC Timekeeper Misc Timekeeper Misc Setup Items Display In / Out Time Entries = Yes Display Person Name = Yes Display Person Number = Yes Note: Timekeeper preferences will be used for subsequent practices in the course. naming each Preference Tree Node and branch accordingly. All rights reserved. 33. R12. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Defining Preferences for Corporate Employees 32.Page 61 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY.x Oracle Time and Labor Fundamentals Chapter 1 . 2012. Copyright © Oracle. Write down the Precedence number in the space provided.Name of the Rule Name of Branch Link by Linked to Precedence Start Date XXWarehouse Eligibility XXWarehouse Employees Person XXWarehouse nnn employee name 01-Jan2009 XXRetail Eligibility XXRetail Employees Person XXRetail employee Name nnn 01-Jan2009 XXCorporate Eligibility XXCorporate Employees Person XXCorporate employee name nnn 01-Jan2009 36. Corporate Employees 34. R12. Enter the following information. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Defining Eligibility Criteria for Warehouse.x Oracle Time and Labor Fundamentals Chapter 1 . 2012. Choose the Eligibility Criteria tab. The Precedence field determines which hierarchy the applications uses when a person is eligible for more than one set of Preferences. 35. Retail.Page 62 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. Note: XXX will be assigned to you by the instructor. enter the available number as given by your instructor. In the Precedence field. . All rights reserved. Team 01 Corporate 110 Team Retail 111 XXCorporate Warehouse 112 XXRetail XXWarehouse 01 110 111 112 02 120 121 122 03 130 131 132 04 140 141 142 05 150 151 152 06 160 161 162 07 170 171 172 08 180 181 182 09 190 191 192 10 200 201 202 11 210 211 212 12 220 221 222 13 230 231 232 14 240 241 242 Copyright © Oracle. Expand the Employees Tree by clicking the + icon. 38. Choose the People Tab. 2012. All rights reserved. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Team .Page 63 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY.x Oracle Time and Labor Fundamentals Chapter 1 . Copyright © Oracle. Use the Find icon to select your employees to view. R12.XXCorporate XXRetail XXWarehouse 15 250 251 252 16 260 261 262 17 270 271 272 18 280 281 282 Viewing People Preferences 37. 39. Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Defining OTLR Structures Copyright © Oracle, 2012. All rights reserved. R12.x Oracle Time and Labor Fundamentals Chapter 1 - Page 64 Overview Holiday calendars are used as a reference tool to determine paid and unpaid holidays, as well as automatically generate a detail time entry line item with the correct number of hours. Holiday calendars also validate the hours taken for a specific holiday are entered correctly. Assumptions • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. • Replace XX in the Practice with a unique identifier such as your initials or a number (for Instructor Led Training classes, this number will be assigned to you). This is necessary in order to create unique records within the database when performing the Practice. Tasks Defining Holiday Calendars You will create two separate holiday calendar. Corporate employees are paid for Public holidays. To accomplish this, you can create a holiday calendar and define the public holidays observed. Retail employees do not receive holiday pay for public holidays. However, you will need to create a holiday calendar with zero hours for all retail employees. Copyright © Oracle, 2012. All rights reserved. R12.x Oracle Time and Labor Fundamentals Chapter 1 - Page 65 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Practice - Defining Holiday Calendars Defining a Holiday Calendar for Corporate Employees Responsibility = US OTL Application Developer 1. Log on as HRMS/welcome user. 2. Navigate to the Holiday Calendar window. (N) OTL Time Accounting > Table Setup and Maintenance > Holiday Calendar 3. Set your effective date to 01-Jan-2009. 4. Enter XXCorporate Holiday Calendar in the Name field. 5. Enter a short description for this Holiday Calendar in the Description field. 6. Select OTL Holiday Pay in the Earning Type field. 7. Leave the Organization field blank. Note: Organization is optional. Calendars can be associated with organizations. If this field is left blank, the entire business group can use the calendar. 8. Enter New Year’s Day in the Holiday Days Name field. 9. Enter the observed holiday date 01-Jan-2010 in the Holiday Date field. 10. Enter 8.5 as the number of hours that will be paid for this holiday. Continue to enter the observed holiday information as presented in the table. Corporate Employee Holiday Calendar Holiday Name Holiday Date Number of Hours Good Friday 2010 02-Apr-2010 8.5 Memorial Day 2010 31-May-2010 8.5 Thanksgiving Day 2010 25-Nov-2010 8.5 Thanksgiving Friday 2010 26-Nov-2010 8.5 Good Friday 2011 22-Apr-2011 8.5 Memorial Day 2011 30-May-2011 8.5 Independence Day 2011 04-Jul-2011 8.5 Thanksgiving Day 2011 24-Nov-2011 8.5 Thanksgiving Friday 2011 25-Nov-2011 8.5 Christmas Day Observed 2011 26-Dec-2011 8.5 11. Save your work. Defining a Holiday Calendar for Retail Employees 12. With the cursor in the Holiday Calendar Name field, select the New icon to create a Holiday Calendar for Retail employees. 13. Enter XXRetail Holiday Calendar in the Name field. 14. Enter a short description for this holiday calendar in the Description field. Copyright © Oracle, 2012. All rights reserved. R12.x Oracle Time and Labor Fundamentals Chapter 1 - Page 66 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Solution - Defining Holiday Calendars Leave the Organization field blank. 2012. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED 15. . Retail Employee Holiday Calendar Holiday Name Holiday Date Number of Hours Good Friday 2010 02-Apr-2010 0 Memorial Day 2010 31-May-2010 0 Thanksgiving Day 2010 25-Nov-2010 0 Thanksgiving Friday 2010 26-Nov-2010 0 Good Friday 2011 22-Apr-2011 0 Memorial Day 2011 30-May-2011 0 Independence Day 2011 04-Jul-2011 0 Thanksgiving Day 2011 24-Nov-2011 0 Thanksgiving Friday 2011 25-Nov-2011 0 Christmas Day Observed 2011 26-Dec-2011 0 21. Enter New Year’s Day in the Holiday Days Name field. R12.Select OTL Holiday Pay in the Earning Type field. 16. All rights reserved. Continue to enter the holidays as noted in the table.x Oracle Time and Labor Fundamentals Chapter 1 . 18. Copyright © Oracle. Save your work and close the window. Enter 0 as the number of hours employees are eligible to receive. 17. 19. Enter the observed holiday date 01-Jan-2010 in the Holiday Date field. 20.Page 67 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. Assumptions • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice.Page 68 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. Work plans are used in the autogeneration of hours for employees and for the calculation of Day Premium and Shift Differential Premium overrides.Overview Shifts. One work plan will be for Shift 1 and the second is for Shift 2. Corporate employees are scheduled to work from 8:00am to 5:30pm.x Oracle Time and Labor Fundamentals Chapter 1 . you can use them to define a work plan for each group of employees/ Rotation Plans link various Work Plans together on a rotating basis. and Rotation Plans . • Replace XX in the Practice with a unique identifier such as your initials or a number (for Instructor Led Training classes. Tasks Defining Shifts Retail employees can work one of two shifts. The shifts should be defined as follows: Shift Name Start Time Stop Time Shift 1 0900 1800 Shift 2 1200 2100 Day Schedule Hours 9. You must define shifts before you can define work plans and rotation plans. Retail employees will rotate between the shifts every 2 weeks. Defining Rotation Plans You will use the work plans to create rotation plans and schedule a rotation period for the multiple shifts on the rotation plan. With the shifts assigned to a work plan. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Practice . Copyright © Oracle. The Corporate employees will have only one work plan and will not need to rotate their work schedule. Shifts define periodic work schedule based upon schedule start and stop times or a specific number of hours. You will need to create a 9.Defining Shifts. 2012. R12. All rights reserved.5 hour work day for all corporate employees. this number will be assigned to you).5 Defining Work Plans For retail employees you will need to define 2 work plans. Work Plans. You can schedule dates when a person moves from one work plan to another. This is necessary in order to create unique records within the database when performing the Practice. and Rotation Plans are defined for time and labor entry. you can create rotation plans. Once your shifts have been defined. Work Plans. Enter XXRetail Shift 2 Work Plan in the Name field. If you enter a policy in this field. The Day Premium and Shift Diff Override fields are optional. Select Monday in the Start Day field. Select Monday in the Start Day field and ensure that the effective date from is 01-Jan-2009. and Rotation Plans . select the new icon to create another work plan. 10. 14. 6. Work Plans. These fields are generally entered if you wish recognize a period prior to and after the start and stop times to allow all people working that shift to clock in and clock out with no additional time being generated. Enter a short description for this work plan in the Description field. With the cursor in the Work Plan Name field.x Oracle Time and Labor Fundamentals Chapter 1 . Enter the following information.Page 69 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. 17. Navigate to the Shift window. 13. The Day Premium is used if your company pays a premium to persons working on a specific day.Defining Shifts. Close the window. 19. Enter XXRetail Shift1 Work Plan in the Name field. Set your effective date to 01-Jan-2009. Set the effective date to 01-Jan-2009. R12. Navigate to the Work Plan window. Description Start Stop XXShift 1 XXMorning Shift 1 0900 1800 XXShift 2 XXAfternoon Shift 2 1200 2100 XXDay Schedule XXCorporate Shift Hours 9. 2. 15. 18. 11. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Solution . The Shift Diff Override is used to pay premiums for working hours other than the regular assigned shift. Select XXShift 1 from the Name field for Monday. Continue to select XXShift 1 for Tuesday – Friday. it will override the shift differential policy assigned to the person at the assignment level. 4. Save your work. 12.5 The Early Start and Late Stop fields are optional. All rights reserved. Save your work. 2012. Copyright © Oracle. Defining a Work Plan for Retail Employees 7. The Work Shifts region of the window will automatically be populated with the 7 days of the week with an OFF shift. 16. Log on as HRMS/welcome user. Ensure that the Effective Date From is 01-JAN-2009. (N) OTL Time Accounting > Table Setup and Maintenance> Work Plan 8. Enter a short description for this work plan in the Description field. 9.Defining Shifts Responsibility = US OTL Application Developer 1. (N) OTL Time Accounting > Table Setup and Maintenance > Shift 3. Name 5. Save your work. Enter XXCorporate Schedule Work Plan in the Name field. 39. 28. 34. Save your work. (N) OTL Time Accounting > Table Setup and Maintenance > Rotation Plan 31. With the cursor in the Rotation Plan Name field. 22. 36. Navigate to the Rotation Plan window. Save your work. Save your work. Enter 40 in the number of Rotations. Enter a short description for this work plan in the Description field. Choose the Autogenerate button. Enter 28-Dec-2009 in the Start date field. Work Plan Start Date XXRetail Shift 1 Work Plan 28-Dec-2009 XXRetail Shift 2 Work Plan 11-Jan-2010 35. select the new icon to create another work plan.Page 70 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. All rights reserved. Enter a short description for this rotation plan in the Description field. 27. 2012. 41. With the cursor in the Work Plan Name field. Defining a Rotation Plan for Corporate Employees 40. Continue to select XXDay Schedule for Tuesday – Friday. 33. 26. Enter XXCorporate Rotation Plan in the Name field. . Continue to select XXShift 2 for Tuesday – Friday. 37. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED The Work Shifts region of the window will automatically be populated with the 7 days of the week with OFF as the shift. 42. 21. Enter 25-Jan-2010 in the Next Start Date field. Enter XXRetail Rotation Plan in the Name field. 20. This field determines when you wish to begin the next rotation between the work plans. 44. 38. The work Shifts region of the window will automatically be populated with the 7 days of the week with OFF as the shift.Defining a Work Plan for Corporate Employees 23. Select XXShift 2 from the Name field for Monday.x Oracle Time and Labor Fundamentals Chapter 1 . 43. Select XXDay Schedule from the Name field for Monday. 25. Set your effective date to 01-Jan-2009. Copyright © Oracle. 29. 32. R12. Enter the following information. select the New icon to create another Rotation Plan. Select Monday in the Start Day field and ensure that the effective date from is 01-Jan-2009. Defining a Rotation Plan for Retail Employees 30. This field determines the number of rotations you wish to calculate for the rotating work plans. Enter a short description for this Rotation Plan in the Description field. Select XXCorporate Schedule Work Plan in the Work Plan name field. and the number of rotations. 24. The system will calculate the rotation plans based upon the 2 work plans entered. x Oracle Time and Labor Fundamentals Chapter 1 . To return the focus to the Rotation Plan region. 47. Close the window. 46. All rights reserved. Save your work. R12.Page 71 . Copyright © Oracle. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED 45. choose the Rotation Plan button. You can review the work plans assigned to the rotation plan by placing the cursor in the Work Plan Name field and choosing the Work Plan button. 2012.Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. 2012.x Oracle Time and Labor Fundamentals Chapter 1 . All rights reserved.Page 72 . R12. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Defining OTLR Policies Copyright © Oracle.Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. When a defined number of hours are met for an earning group. • Replace XX in the Practice with a unique identifier such as your initials or a number (for Instructor Led Training classes.Page 73 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. this number will be assigned to you). R12. 2012. All rights reserved.Defining Earning Groups . Tasks Defining Earning Groups You will only need to define one earning group. Assumptions • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. holiday pay and jury duty elements. Multiple earning groups may need to be defined for various groups of employees or legislative requirements.x Oracle Time and Labor Fundamentals Chapter 1 .Overview Earnings group identifies various earning types that are included in accumulation of hours used for calculating weekly overtime limits defined on the earning policy. This earning group should contain your regular pay. This is necessary in order to create unique records within the database when performing the Practice. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Practice . Copyright © Oracle. overtime hours will be created. 7. R12. Enter a short description for this Earning Group in the Description field. (N) OTL Time Accounting > Table Setup and Maintenance > Earning Group 3. 4. 2012. Enter XXOvertime Earning Group in the Name field. Log on as HRMS/welcome user. Copyright © Oracle.x Oracle Time and Labor Fundamentals Chapter 1 . 9. 6.Defining Earnings Groups .Responsibility = US OTL Application Developer 1. Navigate to the Earning Group window.Page 74 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. 2. All rights reserved. Set your effective date to 01-Jan-2009. Select the following earning elements in the Earning Types region of the window. Close the window. • • 8. 5. Ensure that the effective date from is 01-JAN-2009. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Solution . OTL Regular Pay OTL Holiday Pay • OTL Jury Duty Save your work. if any. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Practice . However. you can create an Hour Deduction Policy for all corporate employees. this number will be assigned to you). This is necessary in order to create unique records within the database when performing the Practice. you can identify criteria of specific hours worked that must be met before deduction is taken. 2012. Assumptions • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. R12. should be automatically deducted as unpaid time from the employee’s recorded hours. • Replace XX in the Practice with a unique identifier such as your initials or a number (for Instructor Led Training classes.Page 75 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. Copyright © Oracle. There is no need to create an hour deduction policy for this group of employees. To achieve this. When defining an hour deduction policy. All rights reserved. Define the hour deduction policy to deduct 1 hour for a meal after 8 hours have elapsed.x Oracle Time and Labor Fundamentals Chapter 1 . corporate employees get a one-hour break without clocking in and out during the day.Overview Hour Deduction policies establish hour much time.Defining an Hour Deduction Policy . Tasks Defining an Hour Deduction Policy Retail employees clock in and out for meals. This eliminates the need to record in and out times for breaks and meals. x Oracle Time and Labor Fundamentals Chapter 1 . 6. Save your work. 2012. 9. select Meal time deduction in the Name field. Close the window.Defining an Hour Deduction Policy . In the Hour Deduction Rules region.Responsibility = US OTL Application Developer 1. 4. Copyright © Oracle. 7. R12. (N) OTL Time Accounting > Policies > Hour Deduction 3. Navigate to the Hour Deduction window. Log on as HRMS/welcome user. Enter 1 in the Hours field. 11. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Solution . This represents the amount of time to deduct for the meal break. 10. Enter 8 in the Time Period field. All rights reserved.Page 76 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. 8. Set your effective date to 01-Jan-2009. 5. Enter a short description for this Hour Deduction policy in the Description field. Enter XXCorporate Hour Deduction in the Name field. 2. Check the Global check box so this policy may be used across all business groups. This represents the amount of time that must elapse before the break time can occur. and Premium Interaction Policies . this number will be assigned to you). you will need to create a premium eligibility policy to determine when these employees are eligible to receive this pay. Premium Eligibility. All rights reserved. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Practice . Defining Premium Interaction Policies With the creation of the shift differential policy and premium eligibility policy for retail employees. Replace XX in the Practice with a unique identifier such as your initials or a number (for Instructor Led Training classes. You can create a shift differential policy to pay this premium for this group of employees. and define carryover time from prior shifts. Premium Interaction policies define sequencing rules when calculation of one type of premium is based upon results of a previously calculated premium. you must also create a premium interaction policy to determine the calculation of pay between the Shift Diff Pay and all types of overtime premium. Eligibility does not necessarily mean an employee will automatically receive a premium. Tasks Defining Shift Differential Policies Retail employees may be eligible for shift differential premium when they work the second shift and all types of overtime. This is based upon time ranges.Overview Shift Differential policies when a shift premium (differential) is calculated. This is necessary in order to create unique records within the database when performing the Practice. You can specify specific earning types for different shift premium. and applicable pay rules. Defining Premium Eligibility Policies Since you will create a shift differential policy for retail employees. 2012. Premium Eligibility policies list all premiums associated with the base hours that specific employees or groups of employees are eligible to receive. and what premiums are to be paid based upon shift start and stop times. You can specify dependency of one premium calculation to another and the order in which they should be processed. Copyright © Oracle. R12. actual time worked.Defining Shift Differential. Assumptions • • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice.Page 77 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY.x Oracle Time and Labor Fundamentals Chapter 1 . 16. 2012. Enter XXSecond Shift Eligibility Policy in the Name field. 25.Defining Shift Differential. Set your effective date to 01-Jan-2009. 22. Select Double Time PayXX in the Base Hours Type field. 7. Enter XXSecond Shift Differential in the Name field. (N) OTL Time Accounting > Policies > Premium Interaction 21. Premium Eligibility. 26. Enter a short description for this Premium Interaction Policy.x Oracle Time and Labor Fundamentals Chapter 1 . Close the window. Select Include in the Include/Exclude field. enter the following information. Select OTL Shift Pay in the Premium field. Enter a short description for this shift differential policy in the Description field. Log on as HRMS/welcome user. 17. 14. Enter XXSecond Shift Interaction Policy in the Name field. 11. Close the window. Copyright © Oracle. Select Overtime PayXX in the Base Hours Type field. Save your work. Defining Premium Interaction Policies 20. Select Overtime PayXX in the Interactive Premium field. Set your effective date to 01-Jan-2009. Select OTL Shift Pay in the Authorized Premium field. Defining a Premium Eligibility Policy 9. (N) OTL Time Accounting > Policies > Shift Differential 3. Select OTL Shift Pay in the Authorized Premium field. All rights reserved. it is an indication that the assigned shift differential premium is to be paid for the carryover time when an employee continues to work. Name Second Shift Start 12:00 Stop 21:00 Carryover 00:00 Premium Earning Type OTL Shift Pay If time is entered in the Carryover field. and Premium Interaction Policies . 2. In the Shift Differential Rules region. 23. 19. Navigate to the Shift Differential window. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Solution . 6. 5. Navigate to the Premium Eligibility window. Save your work. (N) OTL Time Accounting > Policies > Premium Eligibility 10. 12. 15. 8.Page 78 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY.Defining a Shift Differential Policy Responsibility = US OTL Application Developer 1. 4. 18. Set your effective date to 01-Jan-2009. Save your work. Enter a short description for this Premium Eligibility Policy. 24. Navigate to the Premium Interaction Policy window. R12. 13. Save your work. 28.Page 79 . 30. 2012. Select Include in the Include/Exclude field. Close the window. The processing order of Double Time PayXX is 15.Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. Note: The processing order of Overtime PayXX is 15.x Oracle Time and Labor Fundamentals Chapter 1 . Select Doubletime PayXX in the Interactive Premium field. which is less than the processing order of OTL Shift Pay. All rights reserved. which is less than the processing order of OTL Shift Pay. Copyright © Oracle. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED 27. 29. R12. Assumptions • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice.Defining Earning Policies . Copyright © Oracle. All rights reserved. this number will be assigned to you). An earning policy must be defined for each of the different pay policies within the organization.Page 80 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. This is necessary in order to create unique records within the database when performing the Practice. 2012. • Replace XX in the Practice with a unique identifier such as your initials or a number (for Instructor Led Training classes. You will also need to create an earning policy for corporate employees to receive Holiday Pay. Tasks Defining Earning Policies Retail employees are eligible to receive overtime pay and premiums while corporate and warehouse employees are not. R12.x Oracle Time and Labor Fundamentals Chapter 1 .Overview Earning Policies consolidate many previously defined structures and policies together to generate the various pay rules enforced for an assignment. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Practice . You will need to create an earning policy for the retail employees to generate the overtime pay for hours worked in excess of 8 hours a day. Scroll to the Daily/Weekly Base and Overtime Rules region and enter the following information. 4. Save your work. 16. Select Daily Overtime Earning Rule in the Type field. Defining an Earning Policy for Corporate Employees 15. Enter 15 in the Minimum T/C Interval field. 13. Enter a short description for this earning policy in the Description field. 11. Enter a short description for this earning policy in the Description field. Select XXSecond Shift Eligibility Policy in the Premium Elig.x Oracle Time and Labor Fundamentals Chapter 1 . 18. Policy field. 20.Defining Earnings Policies . 9. 8. Select Weekly Overtime Earning Rule in the Type field. All rights reserved. Enter XXCorporate Earning Policy in the Name field. Select XXSecond Shift Interaction Policy in the Premium Inter. Select XXRetail Holiday Calendar in the Holiday Calendar field. 10. (N) OTL Time Accounting > Policies > Earning 3. With cursor in the Name field. Enter 8 in the Round Up At field. This field represents the minute at which the time would be rounded to the nearest interval entered in the previous step. This field represents the interval (in minutes) that time entry hours will be rounded up or down. Enter XXRetail Earning Policy in the Name field. This field represents the minute at which the time would be rounded to the nearest interval entered in the previous step. 2012. Navigate to the Earning Policy window. 5. Log on as HRMS/welcome user. 21. 2. 7. 22. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Solution . Select XXOvertime Earning Group in the Earning included to meet OVT Cap field. R12. Copyright © Oracle. 17. 6. Set your effective date to 01-Jan-2009. Enter 8 in the Round Up At field. 12.Responsibility = US OTL Application Developer Defining an Earning Policy for Retail Employees 1. Name Type Earning Type Hours Daily Base Daily Earning Rule OTL Regular Pay 8 Overtime over 8 Hours Daily Earning Rule Overtime PayXX 10 Double time over 10 Hours Daily Earning Rule Double Time PayXX 999 Holiday Premium (worked) Holiday Earning Rule OTL Holiday Premium 999 14. click New. Enter 15 in the Minimum T/C Interval field. This field represents the interval (in minutes) that time entry hours will be rounded up or down.Page 81 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. Policy field. 19. Select XXCorporate Holiday Calendar in the Holiday Calendar field. Select XXOvertime Earning Group in the Earning included to meet OVT Cap field. x Oracle Time and Labor Fundamentals Chapter 1 . All rights reserved. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED 23.Name Type Earning Type Hours Weekly Base Weekly Earning Rule OTL Regular Pay 999 Holiday Premium (worked) Holiday Earning Rule OTL Holiday Premium 999 24. 2012.Page 82 . Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. Copyright © Oracle. Scroll to the Daily/Weekly Base and Overtime Rules region and enter the following information. R12. Save your work and close the window. Page 83 . 2012. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Assigning Structures and Policies Copyright © Oracle. R12.x Oracle Time and Labor Fundamentals Chapter 1 . All rights reserved.Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. Corporate employees will have the ability to enter their timecard using the self service timecard page and enter exceptions if needed from the Time Accounting Timecard window.Assigning Structures and Policies to an Employee . Tasks Assigning Structures and Policies to an Employee You will need to associate the rules to the retail and corporate employees. the next step is association of applicable rules to each employee’s assignment. Retail employees will have their timecard automatically generated using the Oracle Time & Labor Rules defined.x Oracle Time and Labor Fundamentals Chapter 1 . Assumptions • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. R12. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Practice . This is necessary in order to create unique records within the database when performing the Practice. Both groups of employees will need to have the autogeneration flag set to Yes. this number will be assigned to you).Overview After setting up of structures and policies is complete. All rights reserved. • Replace XX in the Practice with a unique identifier such as your initials or a number (for Instructor Led Training classes.Page 84 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. Time Entries can be reviewed directly from the Time Accounting Timecard window and enter exceptions as necessary. Rule information is entered into the Additional Time Information window. Copyright © Oracle. 2012. 15. Select Person/Assignment Table List in the Name field. Click View Output View Requests > Requests window. R12. status. Using List of Values. 9. 2012. (N) OTL Time Accounting > Assignment Time Information 3. 13. 7. and assigned policies. payroll. 22. Instructor Task Running the Person/Assignment Table List Your instructor runs this report to view policies assigned to employees. Next. Navigate to the Assignment Time Information window. Select Single Request and choose OK. With the cursor on the Assignment number field. Click Submit to run the process. Save your work. select your XXCorporate employee assignment number. Select Yes to Autogenerate timecards. 18. Using List of Values. you indicate you do not wish to use the structures and policies. choose the New Record icon. All rights reserved. If you select No. Select the XXRetail Earning Policy in the Earning Policy field. Navigate to the Submit Request window. review the report generated by this process. 12. their assignments. 17. If you select No. 4. Save your work. Select XXCorporate Hour Deduction in the Hour Deduction field. Select XXCorporate Earning Policy in the Earning Policy field. Select XXSecond Shift Differential in the Shift Differential field. Assigning Structures and Policies to the Corporate Employee 10. This report does not have any parameters. Log on as HRMS/welcome user. Select XXRetail Rotation Plan in the Rotation Plan field. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Solution . 6. Copyright © Oracle. (N) Processes and Reports > Submit Processes and Reports 19. This report lists employees. 20. Select XXCorporate Rotation Plan in the Rotation Plan field. Set your effective date to 01-Jan-2009. Select Yes to Autogenerate timecards. 8. Use this report to check the time management structures and policies assigned to people. Close the window. 2. 11. you indicate you do not wish to use the structures and policies. 21. select your XXRetail employee assignment number.Page 85 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. 16. 5.Assigning Structures and Policies to the Retail Employee Responsibility = US OTL Application Developer 1. 14.x Oracle Time and Labor Fundamentals Chapter 1 .Assigning Structures and Policies to an Employee . COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Practice .Page 86 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY.Overview This folder provides you the ability to review all structures and policies assigned to an employee in one central location. R12. Copyright © Oracle.Viewing the Employee Assignment Information Folder . • Replace XX in the Practice with a unique identifier such as your initials or a number (for Instructor Led Training classes. Assignment Number or Employee Number. this number will be assigned to you). Assumptions • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. You can also query an employee using one of the policies or structures you created.x Oracle Time and Labor Fundamentals Chapter 1 . Tasks Viewing Employee Assignment Information Folder Here you will query any of your defined employees by entering the Full Name. This is necessary in order to create unique records within the database when performing the Practice. 2012. You can view clean and concise information for employee support. as well as have the ability to query employees based on specific structure or policy information. All rights reserved. x Oracle Time and Labor Fundamentals Chapter 1 . Organization or any of the Policies and Structures you created. Log on as XXCORPORATE/welcome user. 2. Navigate to the Employee Assignment Information Folder window. (N) View > List > Assignment Time Detail Folder 3. or Employee Number. 4. You can also query all employees based on other assigned criteria.Page 87 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. such as Payroll. Copyright © Oracle. All rights reserved. Query the employee you wish to view by entering the Full Name.Responsibility = US Time and Labor Rules Manager 1. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Solution . • 5.Viewing the Employee Assignment Information Folder . Business Group. Query on any field you wish to view data for employees. 2012. • Once the query is complete. R12. Assignment Number. the employee’s Assignment detail information appears automatically. Set the effective date to 01-JAN-2009. Using the Automatic Timecard Generation Process .Overview This practice reinforces your ability to understand the Automatic Timecard Generation process. then you can use Automatic Timecard Generation. R12. be aware that the information an employee sees in Self-Service will then differ from the information transferred to BEE from this window. You can use this window to make corrections or enter exceptions. this number will be assigned to you). you do not need to run this process. 2012.x Oracle Time and Labor Fundamentals Chapter 1 . This process is supplied for consistency with earlier releases of Oracle Time Management. This is necessary in order to create unique records within the database when performing the Practice. Replace XX in the Practice with a unique identifier such as your initials or a number (for Instructor Led Training classes. Tasks You will autogenerate timecards for the Corporate and Retail employees at the beginning of the pay period. If you are using self service timecards with Oracle Time & Labor.Page 88 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. but you will not be able to see the automatically generated timecard in Self Service or Timekeeper. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Practice . it will be shown only in PUI window. Assumptions • • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Note: But if you still do not want the employees to use Self Service timecard and select the Work Schedule template. Copyright © Oracle. The PUI window is used to review and edit timecards that have been auto generated from schedule information or transferred from Self-Service by the Transfer Time From OTL to BEE process. However. All rights reserved. Workers auto generate their own timecards when they select the Work Schedule template. select Automatic Time Card Generation. Select Single Request and click OK. In the Payroll Name field. enter XX-AUTO1.Page 89 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. R12. In the Batch Reference field. Submitting the Autogenerate timecard process for Corporate and Retail Employees Responsibility = US OTL Application Developer 1. Log on as HRMS/welcome user. It is easy to confuse the PC # with the Time Period number. 5. select Vision HR Weekly. 4. (N) Process and Reports > Submit Requests 3. 2. 8. PC# Time Period Pay Period Start Date Pay Period End Date 01 1 2011 Week 27-DEC-2010 02-JAN-2011 02 2 2011 Week 03-JAN-2011 09-JAN-2011 03 3 2011 Week 10-JAN-2011 16-JAN-2011 04 4 2011 Week 17-JAN-2011 23-JAN-2011 05 5 2011 Week 24-JAN-2011 30-JAN-2011 06 6 2011 Week 31-JAN-2011 06-FEB-2011 07 7 2011 Week 07-FEB-2011 13-FEB-2011 08 8 2011 Week 14-FEB-2011 20-FEB-2011 09 9 2011 Week 21-FEB-2011 27-FEB-2011 10 10 2011 Week 28-FEB-2011 06-MAR-2011 11 11 2011 Week 07-MAR-2011 13-MAR-2011 12 12 2011 Week 14-MAR-2011 20-MAR-2011 13 13 2011 Week 21-MAR-2011 27-MAR-2011 14 14 2011 Week 28-MAR-2011 03-APR-2011 15 15 2011 Week 04-APR-2011 10-APR-2011 16 16 2011 Week 11-APR-2011 17-APR-2011 17 17 2011 Week 18-APR-2011 24-APR-2011 18 18 2011 Week 25-APR-2011 01-MAY-2011 Only highlight the Time Period for your PC #.x Oracle Time and Labor Fundamentals Chapter 1 . 6. In the Name field. All rights reserved.Using the Automatic Timecard Generation Process . 7. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Solution . Navigate to the Submit Request window. Click the Parameters field to open the Parameters window. 2012. select your assigned Time Period. Copyright © Oracle. In the Time Period field.Each student will be assigned a pay period and will generate timecards for ALL employees in that pay period. enter your Request ID. 25. you need to correct the error before proceeding to the Validate for BEE step.5 OTL Regular Pay Tue 8. Write down the Request ID number ___________. Note: If the Phase field displays “Completed” and the Status field displays “Error”. Select the batch. Choose the Find button. enter your pay period end date. If this process completes with an Error status. Verifying the Status of the Autogeneration Process 15. Choose No to respond to Submit another request?. In the Period End date field. Choose the Submit button. Close the window. From the Find Requests window. Verify Phase field of your request displays “Completed” and Status field displays “Normal”. 12. . Navigate to the Timecard window.Page 90 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. Enter the XXCorporate or XXRetail employee number for the timecard you wish to view. Note: Notice that the timecard source field will reflect “Autogen”. Viewing Autogenerated Timecards 20. All rights reserved. R12.x Oracle Time and Labor Fundamentals Chapter 1 . 17. Results of the XXCorporate Earning Policy Displayed in the Details Region: Date Worked DOW Hours In Out Hours Type Mon 8. 2012. Perform Query Run (press Ctrl+F11). View the output for help with diagnosis. Note: Open the Timecard window to search for Timecard Status = E. Date track to today’s date. 26. Close the window. 14. 19. Write down the Batch Number Batch #___________. 18. (N) OTL Time Accounting > Time Accounting > Entry/Validation/Approval 21. 10.The Batch Reference helps track the batch later. 13.5 OTL Regular Pay Wed 8. 22. 27. Review the status of your request in the Requests window: (M) View > Requests 16. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED 9. 11. Batch status should reflect “Hold” or “Error” if errors exist. 23. Press OK to close the Parameters window. Perform Query Enter (Press F11). an error has been detected and your timecards are probably not generated. 24.5 OTL Regular Pay Copyright © Oracle. DOW Hours In Out Hours Type Thu 8. All rights reserved. 2012.5 OTL Regular Pay Results of the XXRetail Earning Policy Displayed in the Details Region: Date Worked DOW Hours In Out Hours Type Mon 8 1200 2000 OTL Regular Pay Mon 1 2000 2100 Overtime PayXX Mon 1 2000 2100 OTL Shift Pay Tue 8 1200 2000 OTL Regular Pay Tue 1 2000 2100 Overtime PayXX Tue 1 2000 2100 OTL Shift Pay Wed 8 1200 2000 OTL Regular Pay Wed 1 2000 2100 Overtime PayXX Wed 1 2000 2100 OTL Shift Pay Thu 8 1200 2000 OTL Regular Pay Thu 1 2000 2100 Overtime PayXX Thu 1 2000 2100 OTL Shift Pay Fri 8 1200 2000 OTL Regular Pay Copyright © Oracle.x Oracle Time and Labor Fundamentals Chapter 1 .Page 91 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY.5 OTL Regular Pay Fri 8. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Date Worked . R12. Select the Single Request Button and press OK. 28. (N) Processes and Reports > Submit Requests 46. Write down the request id ________. Perform Query Run or press Ctrl+F11. 33. Navigate to the Timecard window. 38. Enter your pay period end date as the Period End date. 43. 32. (N) OTL Time Accounting > Time Accounting > Entry/Validation/Approval 40.DOW Hours In Out Hours Type Fri 1 2000 2100 Overtime PayXX Fri 1 2000 2100 OTL Shift Pay Validating for BEE It is important that you enter the parameters specified in the practice to process your own data. R12.x Oracle Time and Labor Fundamentals Chapter 1 . Press OK to close the Parameters window. 44. 2012. 41.Page 92 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. All rights reserved. 42. Verifying the Results 39. Date track to today’s date. Tab to the Request Name field and select Transfer to BEE from the List of Values. Enter %XXXXX as the Batch Number where XXXXX is your batch number. 30. Navigate to the Submit Request window. Starting Batch Name and Ending Batch Name is the ID number from previous practice. Click No to respond to Submit another request?. Select the Single Request and click OK. 47. When completed successfully. Check the batch job on the (M) View > Requests window to verify the job completed with a Normal Status. 31. Transferring to BEE Note: It is important that you enter the parameters specified in the practice to process your own data. Click the Submit button to start the Validate for BEE process. (N) Processes and Reports > Submit Requests 29. Navigate to the Submit Request window. 37. close the window. Click the Parameters field to open the Parameters window. 35. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Date Worked . 34. Tab to the Request Name field and select Validate for BEE from the List of Values. 48. 36. Note: Notice that the Batch status should reflect “Validate With Warning” due to missing Timecard Approver in the Timecard window. 45. Select the Starting Batch Name and Ending Batch Name of the batch. Click the Parameters field to open the Parameters window: Copyright © Oracle. Perform Query Enter or Press F11. Write down the request ID ___________. The Process Batch window will display. Close the Process Batch message window. 70. 51. 50. 65. Navigate to the Batch Header window using US Super HRMS Manager responsibility: (N) Mass Info. Close the window. Copyright © Oracle. The Batch Header window will repopulate indicating the Batch Status as Transferred. Write down the Request ID _________. 69. 74. Perform Query Run (press Ctrl+F11). 72. Enter %XXXXX as the Batch Number where XXXXX is your batch number. 76. Click No to respond to Submit another request?. Check the batch job on the (M) View > Requests window to verify the job completed with a Normal Status. Close the window.x Oracle Time and Labor Fundamentals Chapter 1 . Select the Transfer radio button and click the Start button. Transferring Timecards to Element Entries 61. 58. 54. 57. eXchange:MIX > Batch Element Entry 62. enter XX-AUTO1%. 68. 59. 67. Close the Batch Header window and then reopen it. Navigate to the Timecard window. 63. Process Date = < your Period End Date> • Starting Batch Name = <your batch name> • Ending Batch Name = <your batch name> Press OK to close the Parameters window. Verifying the Results 55. Perform Query Run (press Ctrl+F11). 73. 53. Select the US Super HRMS Manager responsibility. Re-query your batch using the above steps. 64. Perform Query Enter (Press F11). 75. 52. When completed successfully. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED • . Enter your pay period end date as the Period End date. Perform Query Enter (Press F11). 60. All rights reserved. Note: Notice that the Batch status should reflect “Transferred to BEE”. Check the ‘Create New Entry’ check box.49. Click the Submit button to start the Transfer to BEE process. In the Batch Reference field. Date track to today’s date. The Process Batch message will display indicating your process was successfully submitted.Page 93 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. 66. close the window. (N) OTL Time Accounting > Time Accounting > Entry/Validation/Approval 56. 2012. R12. Select File > Switch Responsibility. 71. Press the Process button on the Batch Header window. Choose the Assignment button. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Reviewing Transferred Timecards in Element Entries . 79. 2012. choose your employee (XXCORPORATE or XXRETAIL) 80. Verify that timecard detail has been transferred to the assignment’s entries. 83. Choose the Entries button. 84.Responsibility = US Super HRMS Manager 77. 81. All rights reserved. Close the window Copyright © Oracle. R12.x Oracle Time and Labor Fundamentals Chapter 1 . 82. (N) People > Enter and Maintain 78.Page 94 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. Navigate to the People window. Date track to your own pay period end date. Choose the Find button. From the Find Person window. Page 95 . All rights reserved.x Oracle Time and Labor Fundamentals Chapter 1 . R12. 2012. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Transferring Timecards to BEE and Oracle Projects Copyright © Oracle.Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. 2012. This is necessary in order to create unique records within the database when performing the Practice. one for your warehouse employee. that timecard layout will differ from that of the payroll timecard. If you are entering time for projects.Overview Based upon the preferences you have assigned for each employee. Assumptions • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice.Page 96 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. this number will be assigned to you). All rights reserved. Copyright © Oracle. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Practice . the timecard layout may vary. R12. and one for your corporate employee. Tasks Entering Time and Labor on the Timecard You will enter three separate timecards. one for your retail employee.x Oracle Time and Labor Fundamentals Chapter 1 . • Replace XX in the Practice with a unique identifier such as your initials or a number (for Instructor Led Training classes.Entering Time and Labor on the Timecard Using SelfService . Login using the appropriate employee user to receive the correct timecard layout. 7. Enter 10 hours worked for Monday through Friday. Use List of Values to select Regular Pay in the Type field. (N) Create Timecard. You will see an error displayed due to the setup of the XXWarehouse Rule. Vision Services (USA) 1.Entering Time and Labor on the Timecard Using SelfService . 21. Choose the Continue button. You will see a Confirmation page indicating the time and labor data entered. Blank the hours for Friday. Navigate to the Time Entry page. 9. Log out. Entering time and labor for retail employees using the work schedule timecard layout Responsibility = US Education OTL Self Service 14. 2. Log out.Entering time and labor for warehouse employees using the projects/payroll timecard layout Responsibility = OTL. Select Regular Pay in the Hours Type field. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Solution . Select a period 03-OCT-2011 to 09-OCT-2011 in the Period Starting field and choose GO. 15. 4. (N) Create Timecard 3. 19.1.x Oracle Time and Labor Fundamentals Chapter 1 .Page 97 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. 6. 5. Click Continue. Log on to Self Service as XXRETAIL/welcome user. Review your timecard. Once you review your time entries. 10. and the choose Submit. 16. Navigate to the Time Entry page. Select 03-OCT-2011 to 09-OCT-2011 as the period in the Period Starting field and choose Go. 17. Choose Continue. Enter the time for each day of the week Monday through Friday as follows: Monday Tuesday Wednesday Thursday Friday 09:00 09:00 12:00 12:00 06:00 18:00 21:00 21:00 23:00 23:00 Note: The colon is required. You may review your timecard before submitting. 8. 20. You will see a Confirmation page indicating the time and labor data entered and the Time Detail exploded based on OTLR. 2012. 18. R12. choose Submit. Log on to Self Service as XXWAREHOUSE/welcome user. 12. Select Cost Reimbursable in the Project number field. 11. All rights reserved. 13. Copyright © Oracle.1 in the Task field. Use List of Values to select 1. 24. Select a period 03-OCT-2011 to 09-OCT-2011 in the Period Starting field and choose GO. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Entering time and labor for corporate employees using the exception timecard layout . You may review your timecard before submitting. Submit. Navigate to the Time Entry page. 23.5 Tuesday 9.Responsibility = US Education OTL Self Service 22. Choose Continue and review your timecard. 25. 2012. Enter the Regular Pay hours for each day of the week Monday through Friday as follows: Monday 9.5 Friday 9. 27.5 Thursday 9. choose Submit.x Oracle Time and Labor Fundamentals Chapter 1 . R12. You will see a Confirmation page indicating the time and labor data entered and the Time Detail exploded based on OTLR. Log on to Self Service as XXCORPORATE/welcome user.5 26. All rights reserved. (N) Create Timecard.5 Wednesday 9.Page 98 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. 28. Copyright © Oracle. Once you review your time entries. Navigate to the Submit Request window. Choose the Submit button. Assumptions • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Instructor Demo . Process Timeout. Log on as HRMS/welcome user.Page 99 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY.x Oracle Time and Labor Fundamentals Chapter 1 . Choose OK to close the Parameters windows 8. Select OTL Workflows for Employees as Item Type. 2. (N) Request > Run 3. 4. this number will be assigned to you). 7. Copyright © Oracle. Choose Return to Portal. Responsibility = System Administrator 1.Running the Workflow Background Process . 9. Select Yes to Process Deferred.Overview This demonstration details the process for the Workflow Background. Click the Parameters field to open the Parameters window. Note: Instructor will run the Workflow Background Process for OTL Workflows for Employees item type. and Process Stuck fields. R12. • Replace XX in the Practice with a unique identifier such as your initials or a number (for Instructor Led Training classes. All rights reserved. 6. 2012. 5. This is necessary in order to create unique records within the database when performing the Practice. Select Workflow Background Process as the Request Name. R12. 2012.x Oracle Time and Labor Fundamentals Chapter 1 . Assumptions • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. All rights reserved.Overview In this practice.Approving Timecards .Page 100 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. you approve the timecards of retail and warehouse employees. Copyright © Oracle. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Practice . Tasks Log on as XXCorporate employee and approve the timecards of XXRetail and XXWarehouse Employees. Their approval type is auto approve. Corporate employees are not required to have timecards approved. Log on as XXCORPORATE/welcome user. R12. Click Logout. Repeat the process to approve the timecard of XXWarehouse. Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. Click Notifications.Approving Timecards of Retail and Warehouse Employees Responsibility = Workflow User Web (New) 1. Click the link in the Subject field for XXRetail. 2. 2012. 3. Choose the Approve button. All rights reserved.Approving Timecards Copyright © Oracle. 6. 4.Page 101 . 5. View timecard notifications of XXRetail and XXWarehouse employees. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Solution .x Oracle Time and Labor Fundamentals Chapter 1 . Copyright © Oracle. the batches get transferred directly to BEE bypassing the PUI Timecard window. With the transfer process. You can then run the Retrieval Error Handling Report to ensure all transactions were successfully transferred.Overview Once you have entered your time and labor data on the self-service timecard. R12. This process transfers the appropriate project data to Oracle Projects. If the Rules Evaluation Preference is set to 'Yes' then the process transfers the timecard data from SS to PUI Timecard window.Page 102 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. for example Warehouse employees. Assumptions • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Running the Retrieval Error Handling Report You can run the Retrieval Error Handling report to determine if any transaction did not successfully complete the transfer. If the Rules Eval Preference is set to ' No'. for example. you will need to run the Transaction Import process to transfer the data from Oracle Projects. It is important that you enter the parameters specified in the practice to process your own data.Transferring Time from OTL to BEE . and approved all the timecards. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Practice . 2012. After you have transferred the time and labor data to BEE. Retail and Corporate employees. Running Transaction Import from OTL or Oracle Projects After you have transferred the time and labor data from OTL to BEE. this number will be assigned to you). • Replace XX in the Practice with a unique identifier such as your initials or a number (for Instructor Led Training classes. you can define the status the entries will be in when the transfer is complete. you can run the Transaction Import from OTL to Oracle Projects. you will need to transfer the time and labor data from OTL to BEE (Batch Element Entries). All rights reserved. Tasks Transferring Time from OTL to BEE The Transfer Time from OTL to BEE process works in 2 ways. This is necessary in order to create unique records within the database when performing the Practice.x Oracle Time and Labor Fundamentals Chapter 1 . You can use this code to identify this run when you submit the Oracle Time Retrieval Error Handling Report. • • Status in BEE: Select Unprocessed. 19. • Employee Name: Select the XXWarehouse employee name to transfer the project timecards.Page 103 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. eXchange:MIX > Batch Element Entry 13. • Change since: Accept the default. Close this window. 7. choose the Start button. Query your batch again.Transferring the project timecards from OTL to BEE Responsibility = US OTL Application Developer 1. R12. 14. Choose Submit to run the process. 10.x Oracle Time and Labor Fundamentals Chapter 1 . Select Single Request and choose OK. 2012. Click the Parameters field to open the Parameters window. 9. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Solution . 16. Close the Batch Header window and reopen. 15. enter XXBATCH1%. Navigate to the Submit Request window. Copyright © Oracle. Note the Request ID. enter the following: • • Start Date: Enter 03-OCT-2011 as the start date for which the report begins the transfer. Viewing Batch Status Responsibility = US OTL Application Developer 12. Navigate to the Batch Header window. 8. Select Transfer Time from OTL to BEE in the Name field. (N) Process and Reports > Submit Requests 3. Switch responsibility. Perform Query Enter (Press F11). you can verify the batch in the Batch Status Review window. In the Reference field. Choose No. All rights reserved. 18. 11.Transferring Time from OTL to BEE . If the Batch Status is Unprocessed. 4. New Batch Reference: Enter XXBATCH1 in the New Batch Reference field. • • Batch Selection: Choose New in the Batch Selection field. Perform Query Run (Press CTRL+F11). 20. Choose the Element Lines button to review your lines. Choose OK to close the Parameters window. 6. Select the US OTL Application Developer responsibility. End Date: Enter 09-OCT-2011 the end date for which the report ends the transfer. 2. Next. 17. Retrieval Transaction Code: Enter 100XX in the Retrieval Transaction Code field to identify all timecards that will be retrieved in this process run. select Transfer as the Process Mode. (N) OTL Time Accounting > Mass Info. choose the Process button. 5. Log on as XXCORPORATE/welcome user. Switch responsibility and select the US OTL Application Developer responsibility. 40. Choose the Find button. Enter 03-OCT-2011 as start date in the Start Date field. 34. Close the window.x Oracle Time and Labor Fundamentals Chapter 1 .Page 104 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. Select PRC: Transaction Import in the Name field. Vision Services (USA) 32. Vision Services (USA) 25. Enter 03-OCT-2011 as Item Dates (From). Close the window. R12. 45. Select File > Switch Responsibility. Vision Services (USA) responsibility. 2012. Choose OK to close the Parameters window and choose Submit to run the process. 27. 30. 24. Note the request ID. (N) Expenditures > Expenditure Inquiry > Project 33. 22. It should now display Transferred. Click the Parameters field to open the Parameters window. 39. 23. Navigate to the Project Expenditure Items window. 36. (N) Process and Reports > Submit Requests 42. Select All as the status. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED 21. Running the Transaction Import from OTL to Oracle Projects Responsibility = Projects.Review the Batch Status. Enter 09-OCT-2011 as end date in the End Date field. Enter XXWarehouse as Employee Name. enter Cost Reimbursable as Project Number. Select BEE Retrieval Process in the Retrieval Process field. 28. 46. Leave the Batch Name field blank. Navigate to the Submit Request window. 43. 47. Copyright © Oracle. Select Single Request and choose OK. Click the Parameters field. 29. 38. (N) Other:Requests > Run 26. Review the results in Oracle Projects Responsibility = Projects. select Oracle Time and Labor in the Transaction Source field. From the Find Project Expenditure Items window. All rights reserved. 35. Running the Retrieval Error Handling Report Responsibility = US OTL Application Developer 41. Select Retrieval Error Handling Report in the Name field. The expenditure items should display the same information as the entered timecard. Select Single Request and choose OK. Enter 09-OCT-2011as Item Dates (To). Click NO. Select the Projects. 44. 37. Navigate to the Submit Request window. 48. 31. . Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. R12. 51. 50. you can choose either one. review the report generated by this process. Note: There are 2 transaction codes with the same name. Select 100XX in the Transaction Code field. Copyright © Oracle. 2012.x Oracle Time and Labor Fundamentals Chapter 1 . Next. Choose OK to close the Parameters window and choose Submit to run the process.Page 105 . COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED 49. All rights reserved. R12. Assumptions • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Copyright © Oracle.x Oracle Time and Labor Fundamentals Chapter 1 . • Replace XX in the Practice with a unique identifier such as your initials or a number (for Instructor Led Training classes. this number will be assigned to you).Overview This practice reinforces your ability to understand Validate and Transfer to BEE. All rights reserved. This is necessary in order to create unique records within the database when performing the Practice. This process will transfer their time and labor data entered in self service to the professional timecard window. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Practice . Tasks You will run the OTL process for retail and corporate employees.Transferring Time for Corporate Employee . It is important that you enter the parameters specified in the practice to process your own data.Page 106 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. 2012. You can use this code to identify this run when you submit the Oracle Time Retrieval Error Handling Report. • New Batch Reference: Enter XX_corp_otl_bee in the New Batch Reference field. • End Date: Enter 09-OCT-2011 the end date for which the report ends the transfer. 7. Verify this concurrent request completed successfully: (M) View > Requests > (b) Find Repeat the steps to transfer time from OTL to BEE for the XXRetail with the following parameter values: • Start Date: Enter 03-OCT-2011 as the start date for which the report begins the transfer. enter the following: • • 6. 10. Navigate to the Submit Request window.Transferring the timecards from OTL to BEE Responsibility = US OTL Application Developer 1. • Employee Name: Select the XXCorporate employee name to transfer the project timecards. End Date: Enter September 09-OCT-2011 the end date for which the report ends the transfer. 2012. 5. 2. 8. Sign on as XXCORPORATE/welcome user. Note the request ID.Page 107 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Solution . R12. Choose Submit to run the process. (N) Process and Reports > Submit Requests 3. • Changes since: Accept default. • Status in BEE: Select Unprocessed.Transferring Time for Corporate Employee . 11. Select Transfer Time from OTL to BEE in the Name field. Copyright © Oracle. Click the Parameters field to open the Parameters window. Note the request ID. Select Single Request and choose OK. • Status in BEE: Select Unprocessed. • Batch Selection: Choose New in the Batch Selection field. • Retrieval Transaction Code: Enter XX_retail_otl_bee in the Retrieval Transaction Code field to identify all timecards that will be retrieved in this process run. • New Batch Reference: Enter XX_retail_otl_bee in the New Batch Reference field.x Oracle Time and Labor Fundamentals Chapter 1 . • Employee Name: Select the XXRetail employee name to transfer the project timecards. Choose OK to close the Parameters window. All rights reserved. Close the window. • Retrieval Transaction Code: Enter XX_corp_otl_bee in the Retrieval Transaction Code field to identify all timecards that will be retrieved in this process run. • Batch Selection: Choose New in the Batch Selection field. You can use this code to identify this run when you submit the Oracle Time Retrieval Error Handling Report. Start Date: Enter 03-OCT-2011 as the start date for which the report begins the transfer. 9. 4. Perform Query Run (Press CTRL+F11). (N) Process and Reports > Submit Requests 22. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Validating Timecards for BEE . Repeat the process for the retail employee using the batch reference XX_retail_otl_bee. 26. All rights reserved. Close this window. for corporate employee . Select Transfer to BEE in the Name field. Transferring Timecards to BEE It is important that you enter the parameters specified in the practice to process your own data. (N) OTL Time Accounting > Mass Info. Choose the Element Lines button to review your lines. 14. In the Parameters window. 19. Perform Query Enter (Press F11). 2012. you can verify the batch in the Batch Status Review window. 31. enter XX_corp_otl_bee%. enter the following information: • • 25. 17. Choose OK to close the Parameters window. (N) Process and Reports > Submit Requests 13.Page 108 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY.x Oracle Time and Labor Fundamentals Chapter 1 . Repeat the process for the retail employee using the batch reference XX_retail_otl_bee. In the Reference field. 28. Viewing Batch Status Responsibility = US OTL Application Developer 29. for corporate employee XX_corp_otl_bee. Navigate to the Batch Header window. eXchange:MIX > Batch Element Entry 30. Navigate to the Submit Request window. Write down the number automatically assigned to your batch name for easier identification. 16. Process Date = 09-OCT-2011. • Ending Batch Name = <your batch name>. 18. 33.XX_corp_otl_bee. 34. 27. 24. Verify the results following the instruction from the previous practices.Responsibility = US OTL Application Developer It is important that you enter the parameters specified in the practice to process your own data. 12. Navigate to the Submit Request window. In the Parameters window. Choose OK to close the Parameters window and choose Submit to run the process. 15. 23. Starting Batch Name = <your batch name>. R12. Copyright © Oracle. 21. Choose Submit to run the process. 32. select your starting batch for the corporate employee XX_corp_otl_bee. 20. Next. Select Single Request and choose OK. Select your ending batch name for the corporate employee XX_corp_otl_bee. Select Single Request and choose OK. Select Validate for BEE in the Name field. If the Batch Status is Unprocessed. Close the Batch Header window and reopen. 37.x Oracle Time and Labor Fundamentals Chapter 1 . 36. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED 35.Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. 2012. select Transfer as the Process Mode. All rights reserved. Review the Batch Status. It should now display Transferred. choose the Start button. R12. Query your batch again. 38. Copyright © Oracle. choose the Process button.Page 109 . 2012. All rights reserved.x Oracle Time and Labor Fundamentals Chapter 1 . COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Applying Schedule Rules to Timecards Copyright © Oracle. R12.Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY.Page 110 . x Oracle Time and Labor Fundamentals Chapter 1 .Entering Time Data Exceptions . and can make time entry exceptions on the timecard.Overview Employees assigned to time management structures and policies use the Work Schedule template. These time entries are approved and time entries are transferred and can be reviewed in the Timecard window (Professional User Interface). 2012. Tasks Entering Time Data Exceptions Once you have applied the scheduled rules. This is necessary in order to create unique records within the database when performing the Practice. R12. this number will be assigned to you). You can make changes to previously entered time and labor data. Copyright © Oracle. as well as add additional entries. • Replace XX in the Practice with a unique identifier such as your initials or a number (for Instructor Led Training classes. by running the Transfer from OTL to BEE process. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Practice . All rights reserved. which allows the transfer of time and labor data to be transferred to the Professional Timecard window. you can review the timecard in the Timecard window (Professional User Interface).Page 111 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. Assumptions • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. choose Submit. New Batch Reference: Enter XX_corp_data_exception in the New Batch Reference field. 2012. Choose OK to close the Parameters window. • Employee Name: Select the XXCorporate employee name to transfer the project timecards. You will see a Confirmation page indicating the time and labor data entered and the Time Detail exploded based on OTLR. All rights reserved. 2. • Changes since: Accept default. (N) Process and Reports > Submit Requests 11. Once you review your time entries. Sign on as XXCORPORATE/welcome user. 13. Select Single Request and choose OK.5 Wednesday 9. Enter the Regular Pay hours for each day of the week Monday through Friday as follows: Monday 9. Navigate to the Time Entry page. Select Transfer Time from OTL to BEE in the Name field. Copyright © Oracle. Submit. 10. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Solution . 12. Navigate to the Submit Request window.x Oracle Time and Labor Fundamentals Chapter 1 .5 Friday 9. • Status in BEE: Select Unprocessed. 6. enter the following: • Start Date: Enter 11-APR-2011 as the start date for which the report begins the transfer. Click the Parameters field to open the Parameters window.Entering Timecard for Corporate Employee Responsibility = US Education OTL Self-Service 1. • • • Batch Selection: Choose New in the Batch Selection field. Click Logout.5 Choose Continue and review your timecard.5 5. Log on to Self Service as XXCORPORATE/welcome user. You can use this code to identify this run when you submit the Oracle Time Retrieval Error Handling Report. Select a period ‘11-APR-2011 to 17-APR-2011’ in the Period Starting field and choose GO. R12. 14.Entering Time Data Exceptions . 4. You may review your timecard before submitting. 8. Retrieval Transaction Code: Enter XX_corp_data_exception in the Retrieval Transaction Code field to identify all timecards that will be retrieved in this process run. Tuesday 9.Page 112 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. Transferring the Timecard from OTL to BEE Responsibility = US OTL Application Developer 9. 3. 7.5 Thursday 9. • End Date: Enter September 17-APR-2011 the end date for which the report ends the transfer. (N) Create Timecard. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED 15. 17. Copyright © Oracle. . 20. 21. the multiple rows will detail the regular hours. Period End Date and/or the Employee Number. There may be two or three detail lines for each summary line. Continue to enter changes to the hours as desired for each day of the week. (N) OTL Time Accounting > Time Accounting > Entry/Validation/Approval 19. Verify this concurrent request completed successfully: (M) View > Requests > (b) Find. overtime hours or shift differential pay for each day of time entered. Note the request ID. If applicable. Query your XXCorporate timecard using the Payroll. 24. You will need to note the batch number assigned to your timecard so you can run the Validate and Transfer to BEE processes. You can view the time entries on the timecard. Choose Submit to run the process.Entering Time Data Exceptions 18. Tab to the applicable day of the week and change the hours to meet the total hours. 22. 23.x Oracle Time and Labor Fundamentals Chapter 1 . The lower region of the timecard displays the exploded (detail) time from the Scheduled Rules. 16. All rights reserved. Choose the Correction button on the Choose An Option dialog.Page 113 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. 25. Click the Save icon on the toolbar and close this window. Close the window. You may also wish to change other fields on the timecard as well. 2012. R12. Change the number in the Total Hours field to reflect the change you are making for exceptions. Navigate to the Timecard window. you need to validate and transfer the timecard from the professional user interface timecard to BEE (Batch Element Entries). or make data entry exceptions. All rights reserved. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Practice . whom you have applied scheduled rules. You must complete the validation process before proceeding with the transfer process. You must also make sure the timecards have been transferred to BEE before you can transfer these timecards to Oracle Projects. 2012. Tasks Validating Timecards for BEE You will run the process to validate the timecards for your XXCorporate employee.x Oracle Time and Labor Fundamentals Chapter 1 . • Replace XX in the Practice with a unique identifier such as your initials or a number (for Instructor Led Training classes.Page 114 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. R12.Validating and Transferring Timecard for BEE . you can run the process to transfer the timecard to BEE for further processing. The validation process must run successful before transferring the timecards to BEE. Copyright © Oracle. this number will be assigned to you).Overview When you apply schedule rules. This is necessary in order to create unique records within the database when performing the Practice. Transferring Timecard for BEE Once the validation process completes successfully. Assumptions • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. (N) Process and Reports > Submit Requests 12. Log on as XXCORPORATE/welcome user. 4. select your batch name XX_corp_data_exception in the Starting Batch Number field.Validating Timecards for BEE Responsibility = US OTL Application Developer 1. In the Parameters window.x Oracle Time and Labor Fundamentals Chapter 1 . Next. 7. Navigate to the Submit Request window. R12. 5. Select Transfer to BEE in the Name field. 15. 2. 14. In the Parameters window. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Solution . All rights reserved. Note the Request ID. Write down the Starting Batch Number ________. Choose OK to close the Parameters window and choose Submit to run the process. 9. 2012. 8. Verify this concurrent request completed successfully: (M) View > Requests > (b) Find Transferring Timecards to BEE 11. Copyright © Oracle. Navigate to the Submit Request window. Select Single Request and choose OK. 13. 16. Select Single Request and choose OK. you can verify the batch in the Batch Status Review window. as well as the Ending Batch Name field.Validating and Transferring Timecard for BEE . and select your Batch Number in the Starting Batch Name field. 6. enter 17-APR-2011 in the start date for the timecard period in the Process Date field. Choose OK to close the Parameters window and choose Submit to run the process. Select Validate for BEE in the Name field.Page 115 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. (N) Process and Reports > Submit Requests 3. 2012.Viewing the Batch Status .x Oracle Time and Labor Fundamentals Chapter 1 . Assumptions • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. All rights reserved. This is necessary in order to create unique records within the database when performing the Practice. you can correct any errors.Overview You can use the Batch Status Review window to view timecard batches to which you have applied schedule rules. this number will be assigned to you). • Replace XX in the Practice with a unique identifier such as your initials or a number (for Instructor Led Training classes. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Practice .Page 116 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. R12. Copyright © Oracle. You can choose to select a timecard to view the detail individually. You can determine which timecards are in error. Tasks Viewing the Batch Status Query and view the batch you have transferred to BEE. By selecting individual timecards. and view individual timecard from the batch status review window. Log on as XXCORPORATE/welcome user. 2. Close the Batch Totals window. To view a timecard from the Batch Status Review window. and starting date of the timecard period in the Period End Date field to select your batch with your timecard to review.x Oracle Time and Labor Fundamentals Chapter 1 . click in the row for your timecard to review and choose the Timecard button. Choose the Batch Total button to view the total hours and total amount for the batch. 2012. 5. (N) View > List > Batch Status Review 3. R12. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Solution .Viewing the Batch Status . 6. 4.Responsibility = US Time and Labor Rules Manager 1. All rights reserved.Page 117 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. with total hours from their timecards and the timecard status. Choose the Find button. Enter Vision HR Weekly in the Payroll field. The Batch Status Review window lists all the employees in the batch. Copyright © Oracle. Navigate to the Batch Status Review window. 7. this number will be assigned to you). these processes are: Validate for BEE (retro) and Transfer to BEE (retro). Tasks Entering Retro Time Adjustments You can make a retro time adjustment to your timecard that has been previously validated and transferred to BEE. There is also a Transfer to Project Accounting (retro).x Oracle Time and Labor Fundamentals Chapter 1 . you need to run the Concurrent Processes to validate and transfer your retro adjustments to BEE. While we will not run these processes. Only “delta” record is created for transfer to BEE and onto Element Entries for inclusion within the next processing cycle. these changes will NOT be reflected in the Self Service timecard. R12. All rights reserved. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Practice . You can make these changes only on the following day.Overview Retroactive time adjustments are usually needed for incorrect or missing time in a previous pay period. Assumptions • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. This is necessary in order to create unique records within the database when performing the Practice. then you can make retro time adjustments only on 03-DEC-2011. You can change hours worked for specifics days. if the timecard is validated and transferred to BEE on 02-DEC-2011.Entering Retro Time Adjustments . Once retro adjustments are complete. Copyright © Oracle. For example.Page 118 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. Note: When you make Retro Adjustments to the Timecard within the Professional Timecard. retro changes are reflected on original timecards in the correct pay period. • Replace XX in the Practice with a unique identifier such as your initials or a number (for Instructor Led Training classes. Instead of corrections being made to current pa period’s timecard. 2012. Entering Retro Time Adjustments Responsibility = US OTL Application Developer 1. Log on as XXCORPORATE/welcome user. 2. Navigate to the Timecard window. (N) OTL Time Accounting > Time Accounting > Entry/Validation/Approval 3. Query your previously entered and transferred timecard (of 11-APR-2011 to 17-APR-2011) using your XXCorporate employee number and time period. 4. Change the hours worked on Monday and Tuesday to increase time by 3 hours. 5. Choose Update on the Choose and Option dialog box. 6. Save your changes. 7. View the Retro Batch ID number by scrolling to the right of the timecard. 8. Close the window. Copyright © Oracle, 2012. All rights reserved. R12.x Oracle Time and Labor Fundamentals Chapter 1 - Page 119 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Solution - Entering Retro Time Adjustments Overview In this practice, you will generate a few OTL reports. Assumptions • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. • Replace XX in the Practice with a unique identifier such as your initials or a number (for Instructor Led Training classes, this number will be assigned to you). This is necessary in order to create unique records within the database when performing the Practice. Tasks Running the Missing Timecard Report You will run the missing timecard report and define missing as Required, and status not equal to approved. This will allow you to determine timecards missing from a specific time period. Running the OTLR Missing Timecard Report This report lists missing timecards transferred to the timecard window using the Apply Schedule Rules. Running the Overtaken Vacation and Holiday Report Run this report to track who is taking excess vacation. The report shows the accrual of vacation and holiday hours, the hours taken, and the hours overtaken for the selected payroll and date. Running the Total Hours to BEE Report Use this report to track non-retro hours from the Timecard window through BEE to element entries. The Total Hours to BEE summary page shows the total of all Timecard Hours, BEE Hours, and Element Entries Hours for the selected payroll and process date. The Total Hours to BEE detail page shows the same information broken down per batch. Reviewing the Employee Time Folder You can view your corporate employee’s time information using the Employee Time Folder. Copyright © Oracle, 2012. All rights reserved. R12.x Oracle Time and Labor Fundamentals Chapter 1 - Page 120 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Practice - Using OTL Reports Running the Missing Timecard Report Responsibility = US OTL Application Developer 1. Log on as XXCOPORATE/welcome user. 2. Navigate to the Submit Request window. (N) Processes and Reports > Submit Processes and Reports 3. Select Single Request and choose OK. 4. Select Missing Timecard Report in the Name field. 5. In the Parameters window, enter the following: • • 6. 7. 8. Date From - date which the reports begins the search, for example, start date of the previous month. Date To - date which the reports ends the search, for example, end date of the previous month. • Select Req. and status not equal to approved in the Define Missing field. When various search criteria is entered, you may choose to sort the returned data up to four level of detail. Choose OK to close the Parameters window and choose Submit to run the process. Next, review the report generated by this process. Running the OTLR Missing Timecard Report 9. Navigate to the Submit Request window. (N) Processes and Reports > Submit Processes and Reports 10. Select Single Request and choose OK. 11. Select OTLR Missing Timecard Report in the Name field. 12. In the Parameters window, enter the following: Select Vision HR Weekly as the payroll name. Enter the same date you entered when running the Transfer to BEE process (09-OCT2011). 13. Choose OK to close the Parameters window and choose Submit to run the process. 14. Next, review the report generated by this process. • • Running the Overtaken Vacation and Holiday Report 15. Navigate to the Submit Request window. (N) Processes and Reports > Submit Processes and Reports 16. Select Single Request and choose OK. 17. Select Overtaken Vacation and Holiday in the Name field. 18. In the Parameters window, select Vision HR Weekly as the payroll. 19. Enter the same date you entered when running the Transfer to BEE process (09-OCT2011). 20. Click OK and then click Submit. 21. Next, review the report generated by this process. Copyright © Oracle, 2012. All rights reserved. R12.x Oracle Time and Labor Fundamentals Chapter 1 - Page 121 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Solution - Using OTL Reports Switch responsibility. Select Total Hours to BEE in the Name field. 30. 26. (N) Processes and Reports > Submit Processes and Reports 23.x Oracle Time and Labor Fundamentals Chapter 1 . Navigate to the Submit Request window.Page 122 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. Navigate to the Review of Employee Time Folder. All rights reserved. Run the Query to return the timecards for the specified employee. 24. . Enter the same date you entered when running the Transfer to BEE process (09-OCT2011). The folder displays the total hours and the breakdown of hours by type for each pay period. 33. Select Single Request and choose OK. 2012. Click OK and then click Submit. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Running the Total Hours to BEE Report Process 22.Reviewing the Employee Time Folder Responsibility = US Time and Labor Rules Manager 31. 28. Copyright © Oracle. Select the US Time and Labor Rules Manager responsibility. In the Parameters window. (N) View > List > Review Employee Timecards 32. 29. Select your employee’s name in the Name field. select Vision HR Weekly as the payroll. 27. 25. R12. review the report generated by this process. Next. Navigate to the Submit Request window. date of modification and the data that was changed.Overview Run the OTL: Timecard Audit Trail Report to identify and track changes in timecards after the initial submission. • Replace XX in the Practice with a unique identifier such as your initials or a number (for Instructor Led Training classes. 9. All rights reserved. (N) Process and Report > Submit Requests 3. 2. Enter 01-JAN-20XX (XX is the current year) as the From Date. R12. This is necessary in order to create unique records within the database when performing the Practice. 6. 4. Assumptions • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice.x Oracle Time and Labor Fundamentals Chapter 1 . Copyright © Oracle. Click OK and then Submit. Review the report generated by this process. Leave the other parameters blank. Select the OTL: Timecard Audit Trail Report. this number will be assigned to you). Additionally. Log on as XXCORPORATE/welcome user. 8. Click View Output in the View Requests window. Select No in the Display Records with Working Status. Select Yes in the Delete and Regenerate Data? Field. 5. Running the OTL: Timecard Audit Trail Report Responsibility = US OTL Application Developer 1. the report displays the approval history of the timecards. 7. 10.Running the OTL: Timecard Audit Trail Report .Page 123 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Instructor Demo . 2012. Enter 31-DEC-20XX (XX is the current year) as the End to date. This report provides information such as who modified the timecard. x Oracle Time and Labor Fundamentals Chapter 1 . COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Entry Level Processing Copyright © Oracle.Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. 2012.Page 124 . All rights reserved. R12. 17. 11. 18. 5. All rights reserved. 2. Place your cursor in the Name field. Tasks Reviewing Time Categories for Entry Level Processing You will review the predefined time categories for Entry Level Processing. from the tool bar. 9. Enter HR Processing Fields in the Name field. Assumptions • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. The HR Processing Fields Time Category is displayed. 2012. from the tool bar.Page 125 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. 4. 10. Select View > Query by Example > Run. The Payroll Processing Fields Time Category is displayed. Payroll Processing Fields. 14.x Oracle Time and Labor Fundamentals Chapter 1 . Start an open query by selecting View > Query by Example > Enter. Notice the Operator is set to OR. Copyright © Oracle. The predefined categories include: Projects Processing Fields. Navigate to the Time Categories window. Start an open query by selecting View > Query by Example > Enter. 6. Time categories work in conjunction with time entry rules to control which time and labor data on the timecard is validated by which recipient application. 16. 15. from the tool bar. • Replace XX in the Practice with a unique identifier such as your initials or a number (for Instructor Led Training classes. 7. from the tool bar. and HR Processing Fields. Enter Payroll Processing Fields in the Name field. this number will be assigned to you). COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Instructor Demo . Log on as HRMS/welcome user.Reviewing Time Categories for Entry Level Processing . Place your cursor in the Name field. from the tool bar. 12. from the tool bar. (N) Time Categories 3. This is necessary create unique records within the database when performing the Practice. Enter Projects Processing Fields in the Name field. Select View > Query by Example > Run. R12. 13. Responsibility = US OTL Application Developer 1. Notice the Time Category Components Region. Notice the Operator is set to OR. Close the window. 8. Select View > Query by Example > Run. Set your effective date to 01-Jan-2000. Start an open query by selecting View > Query by Example > Enter.Overview You use time categories can be used to identify which component on a timecard belongs to which recipient application. Notice the Operator is set to OR. and the HR Processing Fields as the Time Category. Close the Time Entry Rules window. 3.Page 126 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. All rights reserved. To associate time and labor data on a timecard with more than one application. 9. 8. from the tool bar.Reviewing Time Entry Rules and Rule Groups for Entry Level Processing . you group your time entry rules to one Entry Level Processing Rule Group. Enter HR Level Processing in the Name field. • Replace XX in the Practice with a unique identifier such as your initials or a number (for Instructor Led Training classes. Start an open query by selecting View > Query by Example > Enter. Set your effective date to 01-Jan-2000. You will review the Time Entry Rules and Entry Level Processing Rule Groups. 11. Entry Level Processing. 14. Log on as HRMS/welcome user.x Oracle Time and Labor Fundamentals Chapter 1 . (Use Payroll Level Processing. Navigate to the Time Entry Rules window. Double–click in the Formula Inputs field. 2012. Select View > Query by Example > Run. Place your cursor in the Name field. The predefined formula. Navigate to the Time Entry Rule Groups window. and start an open query. Notice the formula inputs of Human Resources in the Recipient Application field. (N) Time Entry Rules > Define Time Entry Rules. Select Cancel on the OTL Formulas popup to close. (N) Time Entry Rules > Define Entry Level Processing Rule Groups 13. R12. 7. 10. 4. Set your effective date to 01-Jan-2000. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Instructor Demo . Assumptions • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. You can assign a group to a person or a group of people via preferences. Copyright © Oracle. from the tool bar. 6. Start an open query by selecting View > Query by Example > Enter. from the tool bar. this number will be assigned to you). 5. Reviewing Time Entry Rules for Entry Level Processing Responsibility = US OTL Application Developer 1. Follow steps 3 through 6 to review Payroll and Projects Level Processing rules. Reviewing Entry Level Processing Rule Groups 12.Overview Time Entry Rules use formulas to determine whether a rule is broken by the current timecard. Enter Projects and Payroll Level Processing Rules in the Name field. Time Entry Rules are grouped together via the Entry Level Processing Rule Group. and Projects Level Processing as the query names). The Time Entry Rule for HR Level Processing displays. This is necessary in order to create unique records within the database when performing the Practice. controls what time entry on a timecard belongs to which recipient application. 2. All rights reserved. 18. Copyright © Oracle. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED 15. 20. Notice HR and Project Level Processing rules are associated with this Entry Level Processing Rule group. 17.Page 127 . R12. Place your cursor in the Name field.Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. Notice Payroll and Project Level Processing rules are associated to this Entry Level Processing Rule group. and start an open query by selecting View > Query by Example > Enter. 19. Select View > Query by Example > Run. Enter Projects and HR Level Processing Rules in the Name field. Close the Time Entry Rule Groups window. 16. 2012. Select View > Query by Example > Run. from the tool bar. from the tool bar. from the tool bar.x Oracle Time and Labor Fundamentals Chapter 1 . you will create an application set and test your new logon. 2012. You will use this employee to enter a timecard using your entry level processing rules. you will define all necessary information to successfully define an employee with HRMS. You will also test your login. Assumptions • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice.Overview You will create an employee for Entry Level Processing. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Practice . All rights reserved. Within this lab. Tasks Defining an Employee You will define an entry level processing employee. Once you create your employee for entry level processing.Page 128 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. R12.x Oracle Time and Labor Fundamentals Chapter 1 . Copyright © Oracle. you will create an application user and assign the appropriate responsibilities.Defining an Employee for Entry Level Processing . You will assign your XXCorporate employee as the supervisor for the entry level processing employee. Creating an Application User Once you have created your entry level processing employee. • Replace XX in the Practice with a unique identifier such as your initials or a number (for Instructor Led Training classes. This is necessary in order to create unique records within the database when performing the Practice. this number will be assigned to you). 27. 14. Save your work.Page 129 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. 13. 9. Navigate to the People window. New York 10200 15.Defining an Employee for Entry Level Processing . All rights reserved. Choose the Address button. • 3049 Main Street • New York. Choose New on the Find Person window. 35. Select Supervisor Tab. Enter the following information as the address. Enter a national identifier. 12. 21. Save your work.2.PRINCIPAL CONSULTANT in the Job field. 30. 4. Enter a Birth Date on the Person tab. (N) People > Enter and Maintain 3.Responsibility = US Super HRMS Manager 1. Select Employee from the Person Types popup window. 33. 34. 26. 29.Regular in the Assignment Category field. 24. 23. Save your work. 17. Choose the Assignment button. Enter Services-East in the Organization field. 11. Copyright © Oracle. Switch responsibility. Select 200. Write down the Employee Number________________. 20. R12. Set your effective date to 01-Jan-2009. Log on as HRMS/welcome user. Select Create Employee in the Action field. 31. Enter XXELP as the Last Name. 32. select Yes. Select XXCorporate as the Supervisor. such as a social security number in the format of XXX-XX-XXXX. 22. Select Vision HR Weekly in the Payroll field.East in the Grade field. In the Timecard Required field. Select Active Assignment in the Status. 10. 16. Click in the empty field to display the GREs and other data window. 7. 5. 8. 28. Close the Assignment window. in the format of DD-MON-YYYY. 2. 19. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Solution . Select PCN500. Enter any first name in the First Name field. Select M2-Boston in the Location field. Choose OK to close the GREs and other data window.x Oracle Time and Labor Fundamentals Chapter 1 . 2012. 18. Select Statutory Information Tab. • Choose Correction Cancel on the People Group flexfield popup. Close the Address window. Select Fulltime . Select Vision Corporation as the government reporting entity. Select a gender. 6. 25. Tab. . 43. Enter your XXELP user as the User Name. Select your XXELP employee in the Person Name field. Enter welcome as the New Password. R12.x Oracle Time and Labor Fundamentals Chapter 1 . COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED 36. 50. 39. 52. Enter XXEntry Level Processing User in the Description field. 40. 42. Choose Exit icon for the Portal. Leave Default as None for Password Expiration. Vision Services (USA) responsibility for the employee. Select OTL. 48.Page 130 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. Enter oracle as the Old Password. Enter 01-Jan-2009 in the Effective From date field. Enter XXELP as the User Name. 44. Navigate to the Users window. Copyright © Oracle. Select the System Administrator responsibility. Testing Your Application Users 46.Defining an Application User Responsibility = System Administrator 37. Enter oracle as the Password. Click Connect. All rights reserved. Enter 01-Jan-2009 as the Effective Date. The Oracle Password window will display indicating the password has expired. and enter oracle as the Password again. 53. 49. Enter welcome as Repeat Password. 47. Exit from Oracle Applications to return to the portal. 45. 51. 54. 41. (N) Security > User > Define 38. 2012. Enter oracle as the Password. 2012. Your Entry Level Processing employee will need to have an alternate name set.Defining Alternate Names for Entry Level Processing .x Oracle Time and Labor Fundamentals Chapter 1 .Page 131 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. or derive the value of a field from the value in another field. and that preference node to your entry level processing employee. Replace XX in the Practice with a unique identifier such as your initials or a number (for Instructor Led Training classes. you will assign the alternate name set to your entry level processing preferences. you can configure lists of values on a timecard layout. this number will be assigned to you). COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Practice . Tasks Defining Alternate Names for Entry Level Processing Using Alternate Names. Later. or limit the display of values for a specific field on a timecard.Overview Using Alternate Names. Copyright © Oracle. All rights reserved. limit the display of values in a list. Assumptions • • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. you can configure lists of values on timecards. R12. This is necessary in order to create unique records within the database when performing the Practice. You may wish to change the name of an element. You can rename values displayed in a list of values. All rights reserved. Select the Enabled check box to display the alternate name in the list of values. 4. Enter XXELP Alternate Names in the Alternate Name Definition field. R12. Log on as HRMS/welcome user. 14. Save your work. 7. Enter a short description for the Alternate Name set in the Description field. 9. 10. Select Payroll Elements in the Type Name field. (N) Alternate Names > Alternate Name Definition 3. Select OTL Alternate Name DFF Context in the Alternate Name Type field. 5. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Solution . 11.Responsibility = US OTL Application Developer 1.Page 132 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. 13. 2. 12. 15. Set your Effective Date to 01-Jan-2009. Enter Regular Pay in the Alternate Name field in the Alternate Name Type region. Click the Values field to display the OTL Alternate Names popup window. 2012. 6. Navigate to the Alternate Names window. Enter Hours Type in the Prompt field.x Oracle Time and Labor Fundamentals Chapter 1 . Select OTL Regular Pay in the Payroll Element field. Copyright © Oracle. Choose OK to close the popup window. Save your work.Defining Alternate Names for Entry Level Processing . 8. Page 133 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. Viewing People Preferences Once you have defined your new preferences. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Practice . R12. • Replace XX in the Practice with a unique identifier such as your initials or a number (for Instructor Led Training classes. These cannot be changed or deleted. You assign the preferences using the Eligibility Criteria tab. and rules about Self-Service timecard entry. Defining Eligibility Criteria You will assign the newly created preferences to your employees using the eligibility criteria tab. this number will be assigned to you). Oracle Time & Labor includes default preferences with predefined values. and view people preferences. There are rule for the Time Store. you can view the preferences using the People tab. 2012. This is necessary to create unique records within the database when performing the Practice. Tasks Defining Preferences for Entry Level Processing You will define a new preference hierarchy and assign your Entry Level Processing Rules necessary to complete the set up for Entry Level Processing.Defining Preferences for Entry Level Processing .x Oracle Time and Labor Fundamentals Chapter 1 . Assumptions • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Copyright © Oracle. and linked these preferences to your employees.Overview In Oracle Time & Labor you set Preferences to define many of the rules about how individual workers or groups of workers can use the application. All rights reserved. R12. 11. 12. select the preference as indicated for Time Store Application set. 2. 15. Log on as HRMS/welcome user. Close the Preference Tree node and reopen to view the new branch. All rights reserved. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Solution . and save your work. Click the + sign to open the Preference Tree Node. In the Preference field. 14. ELP employees need these preferences. Check the Editable by User? check box. 9. 5. Enter XXELP Application Set in the Name in Tree field. Save your work. 6. Select Payroll and Projects. 4.Page 134 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. Click the + sign to open the node you created. Right-click the Preference Tree node and select New. 13. Navigate to the Preferences window. (N) Preferences 3. Enter XXELP Preferences in the Name in Tree field. 2012.x Oracle Time and Labor Fundamentals Chapter 1 .Defining Preferences for Entry Level Processing . Name in Tree Preference Preference Values XXELP Approval Style Time Store Approval Style Approval Style XXWarehouse Approval XXELP Self-Service Flow Self Service Flow Self-Service Flow = Standard XXELP Retrieval Rule Time Store Retrieval Rule Groups Group Name = Projects and Payroll Retrieval Rule Group XXELP Rule Groups Time Store Entry Level Processing Rules ELP Time Entry Rule Group = Projects and Payroll Level Processing Rules XXELP Append Template Self Service functionality to append templates on the timecard Allow Append Functionality = Yes XXELP Approval Periods Time Store Approval Periods Time Store Approval Periods = XXWeekly Period – Starts Monday Copyright © Oracle. Highlight XXELP Preferences and right mouse click.Responsibility = US OTL Application Developer 1. 7. 10. Select XXELP Preferences. right-click. and Choose OK. and select New. Continue entering your preferences as indicated in the following table. 8. Choose New. R12. 18. This determines which hierarchy the applications uses when a person is eligible for more than one set of Preferences. 19.Page 135 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. XXX will be assigned to you by the instructor. Write down the Precedence number in the space provided.Preference Preference Values XXELP Timecard Layout Self-Service timecard. XXELP Preferences. Enter a corresponding name XXELP in the Name of Rule field. enter the available number as given by your instructor. Select your XXELP employee in the Linked to field. 22. 21. Defining Eligibility Criteria – for ELP 17. save your work.x Oracle Time and Labor Fundamentals Chapter 1 . COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Name in Tree . 20. Select the node. you just created in the previous step in the Name of Branch field.Payroll Review Layout . 16.Payroll Details Layout With Project & Task details concatenated Export Layout = Entry Level Processing Projects . 2012. Copyright © Oracle.With Project & Task details concatenated Confirmation Layout = Entry Level Processing Projects Payroll Confirmation Layout With Project & Task details concatenated Detail Layout = Entry Level Processing Projects . review and confirmation layout pages Timecard Layout = Entry Level Processing Projects Payroll Timecard Layout With Project & Task details concatenated Review Layout = Entry Level Processing Projects . In the Precedence field. Select Person for the Link by criteria. All rights reserved. Choose the Eligibility Criteria tab.Payroll Export Layout With Project & Task details concatenated Notification Layout = Entry Level Processing Projects – Payroll Notification Layout With Project & Task details concatenated XXELP Alternate Names Self Service Timecard alternate name set defined for a user Timecard Alternate Name 1 = XXELP Alternate Names XXELP Timecard Period Self Service timecard period for worker Timecard Period =XXWeekly – Starts Monday. Once you have completed your entry. Save your work. 26. Viewing People Preferences 25. 27. 24. R12. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Team . Expand the Employees Tree by clicking the + icon. 2012. All rights reserved. Choose the People Tab.x Oracle Time and Labor Fundamentals Chapter 1 . Use the Find icon to select your employees to view. Copyright © Oracle.Page 136 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY.ELP 01 114 Team XXELP 02 124 03 134 04 144 05 154 06 164 07 174 08 184 09 194 10 204 11 214 12 224 13 234 14 244 15 254 16 264 17 274 18 284 23. Enter 01-Jan-2009 for the Start Date for this Eligibility Criteria Rule. Assumptions • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. • Replace XX in the Practice with a unique identifier such as your initials or a number (for Instructor Led Training classes. This is necessary to create unique records within the database when performing the Practice. You will then correct the entry omission and submit your timecard. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Practice . 2012.Overview Entry Level Processing allows you to capture data for multiple applications on one timecard.Entering a Timecard for Entry Level Processing Using SelfService . Tasks Entering a Timecard for Entry Level Processing You will enter a self-service timecard for entry level processing.x Oracle Time and Labor Fundamentals Chapter 1 .Page 137 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. You will omit entry of expenditure type in order to view your defined entry level processing rules. You use rules to specify which data is optional and which data is required by each recipient application. Copyright © Oracle. All rights reserved. this number will be assigned to you). R12. Entering a Timecard for Entry Level Processing Using SelfService . 11. In the Hours Type field. Copyright © Oracle. The Confirmation of Changes page confirms the time entries for the submitted timecard. In the period field.x Oracle Time and Labor Fundamentals Chapter 1 . You can submit the timecard from this page. In the Task field. 8. 7. (N) Create Timecard 3. 4. 10. Choose Continue. 5. 6.Entering a Self Service Timecard for Entry Level Processing Responsibility = OTL. 2. choose Cost Reimbursable. Enter 8 for the hours on Tuesday. select the second week period in the previous month and click Go. 9. Select Cost Reimbursable in the Project field.Page 138 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. 14. 12. Log on to Self Service as XXELP/welcome user. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Solution . or choose to go back and make changes or additional entries. choose 2. 15. Choose the Continue button. Choose Submit. Enter 8. choose Regular Pay. 20. Chose 2. choose Professional. 2012. The Review Changes page displays the entry for entry level processing. Tab to the next line below. 19. 18. 17. choose Regular Pay.0 in the Task field. Navigate to the Time Entry page. 16. In the Type field. In the Type field. Click Logout.0. Vision Services (USA) 1. The Timecard Information page displays an error:”The expenditure type is not active on the expenditure item date”. 13. choose Administrative Staff. All rights reserved. R12. In the Project field.0 for the Hours on Monday. In the Hours Type field. you can determine what entry fields on the timecard are required. Copyright © Oracle. you will define projects as the mandatory entry. this number will be assigned to you). and now you must assign this rule group a person or group of people via preferences. For this practice. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Practice . you will define a time entry rule group and assign this rule to the group.Page 139 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. Assumptions • • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. 2012. All rights reserved. Mandatory Timecard Fields.x Oracle Time and Labor Fundamentals Chapter 1 .Overview Entry Level Processing enables you to capture data for multiple applications on one timecard. R12. Assigning Time Entry Rule Group to a Preference and Link to a worker You have defined your time entry rule and rule group. Using the Mandatory Timecard Fields (Seeded Formula).Defining Time Entry Rules Using Mandatory Timecard Fields Formula . This is necessary to create unique records within the database when performing the Practice. to determine what time entry fields on the timecard are required. Tasks Defining Time Entry Rules using Mandatory Timecard Fields Formula You will define a time entry rule using the predefined formula. You use rules to specify which data is optional and which data is required by each recipient application. Defining Time Entry Rule Group for Mandatory Timecard Fields Formula Once you complete the definition of the time entry rule for mandatory timecard fields. Replace XX in the Practice with a unique identifier such as your initials or a number (for Instructor Led Training classes. x Oracle Time and Labor Fundamentals Chapter 1 . and select Time Store Time Entry Rules as the preference. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Solution . (N) Time Entry Rules > Define Time Entry Rules 3. 10. 4. Save your work. 25. Note: The remaining data fields populate automatically. Click the + sign to open the Preference Tree Node. 19. Enter 01-JAN-2009 in the From Date field. 13. Click the + sign to open the XXELP Preferences node you created. Select XXELP Extend Validation Rule Group in the Time Entry Rule field on the OTL Preference popup. Select Error in the Outcome field. Log on as HRMS/welcome user. Select Projects Processing Fields in the Time Category field of the OTL Formulas popup window. Save your work and close the window. Enter a description in the Description field to identify your rule. Select the Editable by User check box. 5. Select Submission/Resubmission/Delete in the Usage field. Defining Time Entry Rule Groups Using Previously Defined Time Entry Rules 11. 24. 8. 9. (N) Time Entry Rules > Define Time Entry Rule Groups 12. Navigate to the Time Entry Rule Groups window. 18. All rights reserved. Choose OK. and set your effective date to 01-Jan-2009. 23. (N) Preferences 17. 20. Highlight the node created. 22. Select XXELP Extend Validation in the Name field of the Time Entry Rules region. 15. Navigate to the Time Entry Rules window. Navigate to the Alter Effective Date icon. Enter XXELP Extend Validation in the Name in the Tree field. 7. Highlight the XXELP Preferences and right mouse click and select New. Save your work and close the window.Defining Time Entry Rules Using Mandatory Timecard Fields Formula . 2. Enter XXELP Extend Validation Rule Group in the Name field. Copyright © Oracle. In the Name field. Select Mandatory timecard fields (Seeded Formula) in the Formula field. Navigate to the Preferences window. enter XXELP Extend Validation.Defining Time Entry Rules using Mandatory Timecard Fields (Seeded Formula) Responsibility = US OTL Application Developer 1. R12.Page 140 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. Assigning Time Entry Rule Group via Preferences 16. 6. 2012. 14. and select OK. 26. 21. Save your work and close the window. R12. All rights reserved.Overview Using predefined formulas and defining Time Entry Rules.Entering a Timecard for Extended Validation for Mandatory Timecard Fields . 2012. Copyright © Oracle. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Practice . this number will be assigned to you). This is necessary to create unique records within the database when performing the Practice. • Replace XX in the Practice with a unique identifier such as your initials or a number (for Instructor Led Training classes. You will then correct the error by entering Project Information and submit a timecard. and Time Entry Rule Groups. You will enter a timecard with Hours and Hours Type. you will extend the Entry Level Processing validation during timecard entry.x Oracle Time and Labor Fundamentals Chapter 1 . you can further extend the validation for timecard entry. and not enter any project information. Using the Mandatory Timecard Fields (Seeded Formula). You will receive an error indicating project data is required. Tasks Entering a Timecard for Extended Validation for Mandatory Timecard Fields You have defined a time entry rule for extended validation to ensure project data is entered on a timecard. Assumptions • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice.Page 141 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. In the Period field. 11. select the third week period in the previous month and click Go. 10. Clear the entry of Regular Pay in the Hours Type field. Log out or choose Home to return to Portal. 2. 13.x Oracle Time and Labor Fundamentals Chapter 1 . Log on to Self Service as XXELP/welcome user.0 for the hours on Monday. 12. 14.1. All rights reserved. and Expenditure Type are required entries. 4. 15. 9. Navigate to the Time Entry page. Click Submit. 8. or choose to go back and make changes or additional entries. Enter Professional in the Type field. 5. Select Regular Pay in the Hours Type field. Click Continue.Entering a Timecard for Extended Validation for Mandatory Timecard Fields . 6. Copyright © Oracle. 7. The confirmation of Changes page confirms the time and labor entries for the submitted timecard.Entering a Self Service Timecard to Extend Validation Responsibility = OTL Vision Services (USA) 1. You can submit the timecard from this page. Enter Cost Reimbursable in the Project field. The Review Changes page displays the time and labor data for entry level processing.1 in the Task field. The Timecard Information page displays an error message indicating Project. Enter 1. Task.Page 142 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. Click Continue. Enter 8. 16. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Solution . (N) Create Timecard 3. 2012. R12. Invalid Timecard Field Combination. Using the Invalid Timecard Field Combination (Seeded Formula). to determine what time entry fields on the timecard cannot be entered on the same line item.x Oracle Time and Labor Fundamentals Chapter 1 . COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Practice . and now you must assign this rule group a person or group of people via preferences. Replace XX in the Practice with a unique identifier such as your initials or a number (for Instructor Led Training classes. this number will be assigned to you).Overview Entry Level Processing allows you to capture data for multiple applications on one timecard. you can determine what entry fields cannot be entered together on the same timecard line item. Defining Time Entry Rule Group for Invalid Timecard Field Combination Formula Once you complete the definition of the time entry rule for invalid timecard field combination. you will define a time entry rule group and assign this rule to the group. Assumptions • • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. R12. Tasks Defining Time Entry Rules using Invalid Timecard Field Combination Formula You will define a time entry rule using the seeded formula. Assigning Time Entry Rule Group to a Preference and Link to a worker You have defined your time entry rule and rule group. you will define the time entry rule to state payroll and project information cannot be entered on the same line on the timecard. All rights reserved. In this practice. This is necessary to create unique records within the database when performing the Practice.Page 143 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY.Defining Time Entry Rules Using Invalid Timecard Field Combination Formula . 2012. Copyright © Oracle. You use rules to specify which data is optional and which data is required by each recipient application. Save your work. 23. Highlight the XXELP Preferences node. Click the + sign to open the Preference Tree Node.Defining Time Entry Rules Using Invalid Timecard Field Combination Formula . Select Invalid timecard field combinations (Seeded Formula) in the Formula field. 22. Enter XXELP Extend Valid Combo in the Name field. 16. 8. (N) Time Entry Rules > Define Time Entry Rule Groups 13. 11. Select Error in the Outcome field.Page 144 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. and select OK. 26. 2012. 2. 14. 27. 10. 15. Close the XXELP Preferences node. Highlight the XXELP Extend Validation rule and choose the delete icon from the toolbar. 19. 24. Navigate to the Date Track icon on the tool bar and enter 01-Jan-2009. Select Payroll Processing Fields in the Time Category field for the OTL Formulas popup window for the second Time Category. 25. Select Projects Processing Fields in the Time Category field of the OTL Formulas popup window for the first Time Category. Click the + sign to open the XXELP Preference node you created previously. Enter a description in the Description field to further identify your rule. Save your work. Enter XXELP Extend Valid Combo in the Name field. 29. Select XXELP Extend Valid Combo in the Name field of the Time Entry Rules region. and reopen to verify the delete. Navigate to the Time Entry Rule Groups window. 4.x Oracle Time and Labor Fundamentals Chapter 1 . The remaining fields will populate. Navigate to the Time Entry Rules window. Select Submission / Resubmission / Delete in the Usage field.Defining Time Entry Rules using Invalid Timecard Field Combo (Seeded Formula) Responsibility = US OTL Application Developer 1. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Solution . Navigate to the Preferences window. 5. 9. All rights reserved. Save your work. Close the window. Enter XXELP Invalid Combo in the Name in Tree field. and right mouse click. R12. Defining Preferences for the Time Entry Rule Group 20. Save your work. (N) Time Entry Rules > Define Time Entry Rules 3. Set your effective date to 01-Jan-2009. Log on as HRMS/welcome user. (N) Preferences 21. 18. Defining Time Entry Rule Groups using previously defined Time Entry Rules 12. 17. Choose Yes on the Decision popup. 7. 6. Copyright © Oracle. 28. Close the window. and select New. 2012.x Oracle Time and Labor Fundamentals Chapter 1 . R12. Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. 32. 34. 31. Copyright © Oracle.Page 145 . Close the Preferences window. Select Time Store Time Entry Rules in the Preference field. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED 30.Highlight the XXELP Invalid Combo node. Select the Editable by User check box. All rights reserved. 33. Select XXELP Extend Valid Combo and choose OK. Save your work. 35. • Replace XX in the Practice with a unique identifier such as your initials or a number (for Instructor Led Training classes. Tasks Entering a Timecard for Extended Validation for Invalid Timecard Field Combination You have defined a time entry rule for extended validation to ensure payroll and project data is not entered on the same line on the timecard. Assumptions • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. you can further extend the validation for timecard entry. R12. Copyright © Oracle. and expenditure type) and enter an hours type on for one day of the week. You will receive an error. All rights reserved. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Practice . you will extend the Entry Level Processing validation during timecard entry. 2012. and expenditure type). and Time Entry Rule Groups.x Oracle Time and Labor Fundamentals Chapter 1 . task.Page 146 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. task. You will correct the error by removing the project data (number. You will enter a timecard with project data (number. indicating project and payroll data cannot be entered together.Overview Using seeded formulas and defining Time Entry Rules.Entering a Timecard for Extended Validation for Invalid Timecard Field Combination . This is necessary create unique records within the database when performing the Practice. Using the Invalid Timecard Field Combination (Seeded Formula). this number will be assigned to you). and submit the timecard. 9. 7. 16. 10. 4. 2. R12.2.Page 147 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. Select the fourth week period in the previous month and click Go.0 for the hours on Monday. Click Submit. Click Continue. All rights reserved. 11. Enter 8. displays the time and labor data entered. You can submit the timecard from this page. Click Continue. (N) Create Timecard 3. 12.x Oracle Time and Labor Fundamentals Chapter 1 . 13.Entering a Timecard for Extended Validation for Invalid Timecard Field Combination . The Review page. Task and Type field. Log on to Self-Service as XXELP/welcome user. 14. The Timecard Information page. or choose to go back and make changes or additional entries. Clear the data from the Project. 2012. 15. Navigate to the Time Entry page. Enter 1. Vision Services (USA) 1. Log out or choose Home to return to Portal. Copyright © Oracle. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Solution .Entering a Self Service Timecard to Extend Validation Responsibility = OTL. Select Regular Pay in the Hours Type field. displays an error indicating the XXELP Extend Valid Combo rule has been broken. The Confirmation of Changes page confirms the time entries for the submitted timecard. 6. 8. Enter Professional in the Type field. Enter Cost Reimbursable in the Project field 5.in the Task field. Page 148 . R12. 2012.Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY.x Oracle Time and Labor Fundamentals Chapter 1 . All rights reserved. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Change and Late Audit (CLA) Copyright © Oracle. This is necessary to create unique records within the database when performing the Practice. or late entries. • Replace XX in the Practice with a unique identifier such as your initials or a number (for Instructor Led Training classes. Tasks Defining Reason Codes for Change and Late Audit You will define a Change Reason of Manager’s Request with a code equal to MGR. Reason codes are used when making changes to timecards.x Oracle Time and Labor Fundamentals Chapter 1 .Page 149 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. Assumptions • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. All rights reserved.Overview You can define reason codes for change and late entries using the Reason Code Lookups. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Practice . this number will be assigned to you). Define a Late Reason of Sick Leave with a code equal to SL. R12.Defining Reason Codes for Change and Late Audit . Copyright © Oracle. Each reason code has a definition that will be displayed on the Change and Late Audit timecard entry. 2012. Enter XXManager’s Request in the Meaning field. Log on as HRMS/welcome user. and open a query. the code will not display in the list of values. query HXC_CHANGE_AUDIT_REASONS. 14. 2. 15. Close the window. Defining Late Audit Reason Codes 10. Leave the Enabled check box checked. 12. 9. 8. Navigate to the Application Utilities Lookups window. (N) Other Definitions > Lookup Tables 3. Save your work. Copyright © Oracle. Enter Changing due to Manager’s Request in the Description field. If you do not select this check box. Enter 01-Jan-2009 in the From field. 6.Defining Reason Codes for Change and Late Audit . 5. Enter XXMGR in the Code field. Enter 01-Jan-2009 in the From field. Within the Type field. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Solution . 2012. Save your work. 4. then clear the enabled check box. 16. All rights reserved.Defining Change Audit Reason Codes Responsibility = US Super HRMS Manager 1.x Oracle Time and Labor Fundamentals Chapter 1 . Enter XXOn Sick Leave in the Meaning field. 13. 11. In a new row. enter XXSL in the Code field. 7. If you want to enter codes for future dates. Place your cursor in the Type field. In a new row.Page 150 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. R12. Leave the Enabled check box is selected. Enter HXC_LATE_AUDIT_REASONS and perform the query. 17. Defining Time Categories for Change and Late Audit . You can define time categories to audit specific line items on the timecard. you will ensure if changes.x Oracle Time and Labor Fundamentals Chapter 1 . This is necessary to create unique records within the database when performing the Practice. Tasks Defining Time Categories for Change and Late Audit 1. this number will be assigned to you). Replace XX in the Practice with a unique identifier such as your initials or a number (for Instructor Led Training classes. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Practice . 2.Overview Time categories can be used within time entry rules to determine what fields to audit for change and late entries. All rights reserved. Assumptions • • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. 2012. Using the operator of OR. or late entries are made you will be initiating the change and late audit rules. You will define time categories to audit line items on a timecard and use this time category in the creation of time entry rules for change and late audit. Copyright © Oracle. R12.Page 151 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. 2012. 7. Change your Effective Date to 01-Jan-2009.Defining Time Categories for Change and Late Audit Responsibility = US OTL Application Developer 1.Page 152 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. R12. 8. 5. Enter XXCLA Time Category in the Name field. Copyright © Oracle. 6. Log on as HRMS/welcome user. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Solution . Navigate to the Time Categories window. Select PA Project Id in the Mapping Components field. (N) Time Categories 3. Select OR in the Operator field. Save your work. 2. 4.Defining Time Categories for Change and Late Audit . Close the window.x Oracle Time and Labor Fundamentals Chapter 1 . All rights reserved. you will need to group your rules using the Time Entry Rule Groups window. to activate the change and late audit rule when the worker selects the next button from the timecard page. R12. Assumptions • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Both time entry rules will use Audit as the usage. 2012. this number will be assigned to you). COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Practice . Once you have defined your time entry rules for change and late audit. All rights reserved.Defining Time Entry Rules for Change and Late Audit . Time Entry Rule Groups are assigned to a person or group of people using preferences. Defining Time Entry Rule Groups for Change and Late Audit 2.Page 153 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. You will also create a late time entry rule also using the late time category you defined previously. you can group your rules together using Time Entry Rule Groups. This is necessary to create unique records within the database when performing the Practice.x Oracle Time and Labor Fundamentals Chapter 1 . You will make the Outcome equal to Reason to indicate Change and Late Audit. • Replace XX in the Practice with a unique identifier such as your initials or a number (for Instructor Led Training classes.Overview Time entry rules use formulas to control what is defined as Late and what fields you wish to monitor when a change is made. Tasks Defining Time Entry Rules for Change and Late Audit 1. You will define a change rule using the time category you defined in a previous lab. Once you define your time entry rules. Copyright © Oracle. 5. Set your Effective Date to 01-Jan-2009. Enter XXChange Audit Rule in the Description field. 12. Navigate to the Time Entry Rules window. Choose OK to close the popup window. Save your work. R12. 9. Click in the Formula Inputs field. 10. 2012. Select XXCLA Time Category in the Time Category popup field. 23. Defining Time Entry Rule Groups 21. 15. 25. Enter XXLate Rule in the Name field and enter XXLate Audit Rule in the Description field. 6. All rights reserved. 17. Enter 01-Jan-2009 in the From Date field.Defining Time Entry Rules for Change and Late Audit . 20. 11. Close the window. 18. (N) Time Entry Rules > Define Time Entry Rule Groups 22. Enter 01-Jan-2009 in the From Date field. Navigate to the Time Entry Rule Groups window. Click in the Formulas Inputs field. Enter XXCLA Audit Rule Group in the Name field and enter the following details: Name Outcome XXChange Rule Reason XXLate Rule Reason The Reason outcome enables the worker to enter a reason when the audit rule is activated. 8. 13. 19. 7. 14. 16. Select the Global check box. Enter 24 in the Start Stop Late Hours. and choose OK. Tab to the next available line. Save your work and close the window. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Solution . Select XXCLA Time Category in the Time Category popup field. 4. By selecting Audit. (N) Time Entry Rules > Define Time Entry Rules 3. Select Audit in the Usage field. Select Audit in the Usage field. 2. and select CLA Late (Seeded Formula) in the Formula field. Copyright © Oracle. Select the Global check box.x Oracle Time and Labor Fundamentals Chapter 1 . and select CLA Change (Seeded Formula) in the Formula field. Log on as HRMS/welcome user. Enter XXChange Rule in the Name field. 24. the validation will be performed when you select the next button from the timecard page.Page 154 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. Enter 24 in the Quantity Late Hours. Set your effective date to 01-Jan-2009.Defining Time Entry Rules for Change and Late Audit Responsibility = US OTL Application Developer 1. Click the Formula Inputs field. Creating Application User Using your System Administrator responsibility.Creating CLA Employee . 2012. You will assign preferences to these employees. Tasks Defining a CLA Employee You will define a CLA employee. Copyright © Oracle. R12. All rights reserved. and enter time and labor data for each employee.Overview You will create three separate employees to use throughout your remaining labs. this number will be assigned to you). COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Practice .Page 155 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. Replace XX in the Practice with a unique identifier such as your initials or a number (for Instructor Led Training classes. Assumptions • • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. This is necessary in order to create unique records within the database when performing the Practice.x Oracle Time and Labor Fundamentals Chapter 1 . create application user for CLA employee. Enter the following information as the address. 2012. 17. 4. Select M2-Boston as the location. Save your work. 27. Enter a national identifier.Creating CLA Employee Responsibility = US Super HRMS Manager 1. Close the Assignment and window. Enter any first name in the First Name field. 7. Select Active Assignment as the status. 5. 19. 21.East as the grade. 30. 10. 26. Select Supervisor Tab. 14. 25. 29. Select GREs and other data Tab. New York 10200 • County: New York Save your work. Select XXCorporate as the Supervisor. 8. Select 200. 13. 9. 32. such as a social security number in the format of 758-XX-XXXX. 22. 23. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Solution . Cancel on the People Group flexfield popup. 16. Choose the Assignment button. Close the Address window. All rights reserved.Page 156 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. Enter XXCLA as the Last Name.Creating CLA Employee . • 3049 Main Street • 15. 12. Choose OK to close the GREs and other data window. New York. Save your work. Enter 01-JAN-1975 as birth date.2. Select Vision Corporation in the Government Reporting Entity. 33. Select a gender. 31. Log on as HRMS/welcome user. 20. Navigate to the People window. Set effective date to 01-Jan-2009. Copyright © Oracle. 11. 2. (N) People > Enter and Maintain 3. 18. Select Yes in the Timecard Required field. Select Create Employee in the Action field. 28. 24. Choose New on the Find Person window. Select Vision HR Weekly in the Payroll field. Choose the Address button. 6. Select PCN500. R12. Select Services-East in the Organization field. Click in the empty field to display the GREs and other data window.Principal Consultant’ as the job.x Oracle Time and Labor Fundamentals Chapter 1 . Select Employee from the Person Types popup window. Select Correction. Click Connect. Tab. Close the window. 2012. Enter welcome as Repeat Password. 39. (N) Security > User > Define 38. 35. Select OTL. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED 34. 43. The Oracle Password window will display indicating the password has expired. Vision Services (USA) as the responsibility and enter 01-Jan-2009 as the effective from date. 40.Page 157 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. 54. Save your work. 47. and enter oracle as the Password again. R12. 49. 44. Enter oracle as the Password. Close the People window. Enter your XXCLA user as the User Name. 46. Log out of the portal.Create Application User for CLA Employee Responsibility = System Administrator 37. Enter oracle as the Password. Copyright © Oracle. Enter oracle as the Old Password. . Enter XXCLA as the user name. 52. 41. 51. Select XXCLA as the person.x Oracle Time and Labor Fundamentals Chapter 1 . 53. 50. Exit Oracle Applications. Leave Default as None for Password Expiration. View your responsibility. Navigate to the Users window. Enter 01-Jan-2009 as the Effective Date. 55. 42. Test Application User 48. Switch responsibility and select System Administrator. 36. Write down the Employee Number_______. All rights reserved. Enter welcome as the New Password. 45. However. Defining Eligibility Criteria 2. You can view workers preferences using the People tab within the preference window. 2012. Viewing People Preferences 3. You will create a new preference hierarchy for your Time Entry Rule Groups. you will not need to define eligibility criteria. this number will be assigned to you). While Oracle Time & Labor deliver predefined preferences. Assumptions • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. R12. All rights reserved.x Oracle Time and Labor Fundamentals Chapter 1 . you will only need to add the CLA preferences for this practice. If you have previously defined preferences for your warehouse employee.Page 158 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Practice . • Replace XX in the Practice with a unique identifier such as your initials or a number (for Instructor Led Training classes. Copyright © Oracle. Preferences hold rules for the time store and about self-service timecard. and other required preferences in order to successfully enter a timecard using Change and Late Audit rules. If you have previously defined preferences for your warehouse employee. Once you have completed this task you will link your new preferences to an employee using eligibility criteria. Tasks Defining Preferences for Change and Late Audit 1. you can create as many new hierarchies as needed for your business requirements. you cannot change these rules.Defining Preferences for Change and Late Audit .Overview Preferences define many rules about how individuals or groups of workers use the application. This is necessary to create unique records within the database when performing the Practice. Save your work’ 14.Responsibility = US OTL Application Developer 1. 2012. In the Preference field. 2. Select the Editable by user? check box. In the Preference field. 6. enter XXCLA Approval Period. Right-click the Preference Tree node and select New. 9. Select the Editable by user? check box. 15. Enter the corresponding value within the values flexfield for this preference (XXWeekly – Starts Monday). 10. Repeat the same procedure until the preference tree for CLA is complete. Click the + sign to open the Preference Tree Node. Save your work 20. 19. select the preference as indicated for Approval Period (Time Store Aproval Periods). 7. (N) Preferences 3.Page 159 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. Adding Preferences to a branch 8. Select XXCLA Preferences node. Log on as HRMS/welcome user. 18. 11. Enter XXCLA Preferences in the Name in Tree field. All rights reserved. Projects). Save your work. and select New. Select XXCLA Preferences node. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Solution . 12.Defining Preferences for Change and Late Audit . and select New. right-click. In the Name in Tree field. 17. 13. 5. R12. In the Name in Tree field.x Oracle Time and Labor Fundamentals Chapter 1 . 4. right-click. Close the Preference Tree node and reopen to view the new branch. select the preferences as indicated in the listing above for Application Set (For example. Enter the corresponding value within the values flexfield for each preference (For example. Navigate to the Preferences window. enter XXCLA Application Set. Time Store Application Set). Name in Tree Preference Preference Values XXCLA Approval Style Time Store Approval Style Approval Style = Projects Approver XXCLA Audit Req Time Store Audit Requirements Audit Requirements = XXCLA Audit Rule Group XXCLA Delete Allowed Timecard Delete Allowed Timecard Delete Allowed = No XXCLA Retrieval Group Time Store Retrieval Rule Groups Group Name = Projects Retrieval Rule Group XXCLA Self Service Flow Self Service Flow Self Service Flow = Audit Copyright © Oracle. 16. 24. Select the XXCLA employee in the Linked to field. 26. 2012. Close the window. Copyright © Oracle. (N) Preferences 23.Preference Preference Values XXCLA Timecard Alternate Name Self Service Timecard Alternate Name Set Defined for a User Timecard Alternate Name 1 = XXWarehouse Employees XXCLA Timecard Layout Self Service Timecard. Navigate to the Preferences window.With Project & Task details concatenated Notification Layout = Projects Change and Late Audit Notification Layout . All rights reserved. Defining Eligibility Criteria for an employee 22.Page 160 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. Select Person in the Link by field.With Project & Task details concatenated Review Layout = Projects Change and Late Review Layout .With Project & Task details concatenated Detail Layout = Projects Details Layout . Choose a new record’ 25. R12. 29.x Oracle Time and Labor Fundamentals Chapter 1 .With Project & Task details concatenated Confirmation Layout = Projects Change and Late Confirmation Layout . In the Precedence field. Choose the Eligibility Criteria tab. Enter XXCLA Eligibility in the Rule Name field.With Project & Task details concatenated XXCLA Timecard Period Self Service Timecard Period for Worker Timecard Period = XXWeekly – Starts Monday 21. 28. XXCLA Preferences in the Name of Branch field created in the previous step to associate to the rule.With Project & Task details concatenated Audit Layout = Projects Change and Late Audit Entry Layout . enter the available number as given by your instructor. Select the node. 27. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Name in Tree . Review and Confirmation Layout Pages Timecard Layout = Projects Timecard Layout . 33. Select XXCLA to view. XXX will be assigned to you by the instructor. Viewing People Preferences 32. Enter 01-Jan-2009 for the From Date for this Eligibility Criteria Rule.Team 01 CLA 113 Team XXCLA 02 123 03 133 04 143 05 153 06 163 07 173 08 183 09 193 10 203 11 213 12 223 13 233 14 243 15 253 16 263 17 273 18 283 30.x Oracle Time and Labor Fundamentals Chapter 1 . 34. 2012. 31. All rights reserved. Save your work. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED The Precedence field determines which hierarchy the applications uses when a person is eligible for more than one set of Preferences. Close the window. R12. Copyright © Oracle. . Choose the People Tab. Expand the Employee Tree by clicking the + icon.Page 161 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. 35. 2012. Entering a Timecard for Change Audit 2. and enter any additional comments you desire. • Replace XX in the Practice with a unique identifier such as your initials or a number (for Instructor Led Training classes. and enter any additional comments you desire. this number will be assigned to you).Entering a Timecard for Change and Late Audit Using SelfService . Assumptions • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice.Page 162 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. You will enter a reason code of Sick Leave. Tasks Entering a Timecard for Late Audit 1. as well as previously saved and submitted timecards. This is necessary to create unique records within the database when performing the Practice. You will enter a reason code of Manager’s Request.x Oracle Time and Labor Fundamentals Chapter 1 . COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Practice . You will enter a timecard to activate your change rules.Overview Change and Late Audit enables you to track all changes to new timecards. All rights reserved. R12. You will enter a timecard to activate your late rules. Copyright © Oracle. Click Continue. and Wednesday. (USA) 1. 9. 21. Click Go. Select Professional in the Type field. 12. Enter 10 hours on Thursday and Friday. 20. Select Cost Reimbursable in the Project field. 7. Navigate to the Time Entry page. 11.x Oracle Time and Labor Fundamentals Chapter 1 . select XXOn Sick Leave. 2. 2012. Select 2. You will see a Confirmation page indicating the time and labor data entered. change the hours worked on Monday to 9 hours. 13. Click Logout. Click the Update icon for the timecard that you created in the previous step. Click Submit. R12. 4. Select XXManager’s Request in the Reasons field. select the first week period in the previous month.Page 163 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. You can view a Confirmation message that the timecard has been submitted successfully. This date must be prior to today’s date to demonstrate late audit.0 in the Task field. 18. Enter 8 for hours on Monday. Entering a Change Audit Timecard 14. Click Complete Submit Process. In the Period field. Choose Continue.Entering a Late Audit Timecard Responsibility = OTL Vision Services. 6. (N) Create Timecard 3. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Solution . 15. In the Reason field for each timecard entry. 22. Tuesday. All rights reserved. enter any comments. 5. On the Timecard.Entering a Timecard for Change and Late Audit Using SelfService . 16. 8. 17. Copyright © Oracle. Log on as XXCLA/welcome user. 10. Click the Time tab. Click Continue and then Submit. In the Comment field. 19. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Timekeeper Copyright © Oracle.x Oracle Time and Labor Fundamentals Chapter 1 . R12.Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. All rights reserved.Page 164 . 2012. Tasks Defining an Assignment Set for Timekeeper As a timekeeper. You will create an Assignment Set to use during the creation of your Timekeeper reporting group. Copyright © Oracle. • Replace XX in the Practice with a unique identifier such as your initials or a number (for Instructor Led Training classes. Using Timekeeper. you can define an Assignment Set to group a subset of employees.Page 165 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. and use this subset as a Timekeeper Reporting Group. All rights reserved. XXCorporate employee will enter timecard using the Timekeeper Entry window for a group of employees.Defining an Assignment Set for Timekeeper . COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Practice . this number will be assigned to you). 2012.x Oracle Time and Labor Fundamentals Chapter 1 . R12. Assumptions • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. This is necessary in order to create unique records within the database when performing the Practice.Overview Assignment Sets allow you to create a subset of employees assigned to a payroll. 6.x Oracle Time and Labor Fundamentals Chapter 1 . Chose Vision HR Weekly in the Payroll field. Choose the Amendment button. Enter the following data: Inc/Exc Full Name Current Include XXCorporate Yes Include XXRetail Yes 9. R12.Responsibility = US Super HRMS Manager 1. 7.Defining an Assignment Set for Timekeeper .Page 166 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. (N) Payroll > Assignment Set 3. 2. Save your work. 10. Close the window. 8. All rights reserved. 2012. 5. Enter TimekeeperXX in the Name field. Copyright © Oracle. Set your effective date to 01-Jan-2009. Log on as XXCORPORATE/welcome user. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Solution . Navigate to the Assignment Set window. 4. Save your work. Copyright © Oracle. A Timekeeper can have multiple groups. this number will be assigned to you).x Oracle Time and Labor Fundamentals Chapter 1 .Page 167 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. This is necessary to create unique records within the database when performing the Practice.Defining Timekeeper Reporting Group . COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Practice .Overview Timekeepers enter time for a large group of workers. All rights reserved. called Timekeeper Groups. 2012. • Replace XX in the Practice with a unique identifier such as your initials or a number (for Instructor Led Training classes. Assumptions • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. R12. Tasks Defining Timekeeper Reporting Group You will create a Timekeeper Reporting Group using the assignment set. You create Timekeeper Groups containing employees for whom the Timekeeper is responsible. R12. Navigate to the Timekeeper Groups window. Choose the Go button. (N) Timekeeper Groups 3. Save your work. 7. Enter XXTimekeeper Group in the Name field. Choose TimekeeperXX in the Assignment Set Name field. Log on as XXCORPORATE/welcome user. 2.Defining Timekeeper Reporting Group . Set your effective date to 01-Jan-2009. Copyright © Oracle. 4. 6.Defining Timekeeper Reporting Group Responsibility = US OTL Application Developer 1. 8. Close the window.x Oracle Time and Labor Fundamentals Chapter 1 . COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Solution . 2012. 9.Page 168 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. Choose your Assignment Set previously created. Your employees will display. All rights reserved. 5. This is necessary to create unique records within the database when performing the Practice. Tasks Using the Find Option in Timekeeper You will use the Find Option to search for your reporting group previously defined. R12.Using the Find Option in Timekeeper .Page 169 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. Using Details in Timekeeper The Detail page allows you to add comments to any day on the timecard(s) you select in the Timekeeper Entry window. Entering a Timecard as a Timekeeper Now that you have completed your search using the Find Option. this number will be assigned to you). You check for error messages for the submitted timecard(s) and enter comments to each day of the timecard(s) you select in the Timekeeper Entry window.x Oracle Time and Labor Fundamentals Chapter 1 . 2012. or an individual person. after you save or submit a timecard. Assumptions • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Using Messages in Timekeeper The Message window displays any errors or warnings attached to a timecard. Copyright © Oracle. you can enter time for your workers in your reporting group. • Replace XX in the Practice with a unique identifier such as your initials or a number (for Instructor Led Training classes. All rights reserved.Overview The Find window enables you to search for either a previously defined Timekeeper Group. You enter time for the listed workers in the Timekeeper Entry page. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Practice . Close the Message window. 9. Navigate to the Timekeeper Entry window. Verify that your Run Submission on Timecards request has run successfully.Using the Find Option in Timekeeper . 5. Viewing Request 13. Select 20-JUN-2011 to 26-JUN-2011 in the Period field. R12. The Timekeeper Entry window will now display.Using the Find Option in Timekeeper Responsibility = US OTL Application Developer 1. Using Messages Window 11. All rights reserved. 8. Choose the Find button. 14. 2012. The status must read Normal. Click the Submit Selected Lines button. Select Regular Pay in the Hours Type field. 4. Select XXWeekly – Starts Monday in the Recurring Period field. Select XXTimekeeper Group as the Group Name. 6. (N) Timekeeper Entry 3. Entering a Timecard as a Timekeeper 7. You can view messages for the timecard by selecting the Messages button. Log on as XXCORPORATE/welcome user. 15. 10. (N) Process and Reports > View Requests. 12. Enter 10 hours for Monday through Friday. 2. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Solution . A concurrent request is generated. Copyright © Oracle.x Oracle Time and Labor Fundamentals Chapter 1 . Enter timecard for Corporate and Retail employees. Navigate to the Find Requests window. Click Find. Note the request ID number.Page 170 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. • Replace XX in the Practice with a unique identifier such as your initials or a number (for Instructor Led Training classes.x Oracle Time and Labor Fundamentals Chapter 1 .Transferring Timekeeper Entries from OTL to BEE Copyright © Oracle. 2012. Assumptions • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. All rights reserved. R12.Overview In this practice. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Practice . you will transfer timekeeper entries from OTL to BEE. This is necessary create unique records within the database when performing the Practice. this number will be assigned to you). Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY.Page 171 . 5. Retail and Corporate employees. Select OTL Workflow for Employees as the Item Type. 1. All rights reserved. 2012. Note: It is important that you enter the parameters specified in the practice to process your own data. For other employees.x Oracle Time and Labor Fundamentals Chapter 1 . timecards for XXCorporate employee do not require approval. Navigate to the Submit Request window. Navigate to the Worklist page: (N) Notifications 11. Click the Parameters field to open the Parameters window. In this scenario. If the Rules Eval Preference is set to 'No'. Log on to Oracle Applications using HRMS/welcome and choose System Administrator as responsibility: (N) Requests > Run 2. for example. Approve the timecard.Workflow Background Process – will be completed by the Instructor Instructor will run the Workflow Background Process for OTL Workflows for Employees item type.Page 172 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. Log on as XXCORPORATE/welcome user. Select Yes to Process Deferred. Choose the Submit button. Select Single Request and choose OK. If the Rules Evaluation Preference is set to 'Yes' then the process transfers the timecard data from SS to PUI Timecard window. Process Stuck fields. Click the subject of the retail employee’s timecard notification. Click OK to close the Parameters windows. the batches get transferred directly to BEE bypassing the PUI Timecard window. 12. 7. 8. Select Transfer Time from OTL to BEE in the Name field. Click the Parameters field to open the Parameters window. 17. 16. Click Home. Student Tasks Approving the Timecard of the Retail Employee Responsibility = Workflow User Web (New) 9. 13. Warehouse employees.Transferring Timekeeper Entries from OTL to BEE . 3. 10. timecard approvals must be completed before proceeding to the next step. 4. 6. Transferring Time from OTL to BEE Responsibility = US OTL Application Developer The Transfer Time from OTL to BEE process works in 2 ways. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Solution . Process Timeout. Process and Reports > Submit Requests 15. R12. for example. Choose Return to Portal. enter the following: Copyright © Oracle. 14. Select Workflow Background Process as the Request Name. Page 173 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. Close the window. Copyright © Oracle. 35. 22. Close the window. Date track to today’s date. Select Single Request and choose OK. New Batch Reference: Enter Timekeeper_XX. • Retrieval Transaction Code: Enter Timekeeper_XX in the Retrieval Transaction Code field to identify all timecards that will be retrieved in this process run. 28. 2012. Select your batch number Timekeeper_XX in the Ending Batch Number field. • Status in BEE: Select Unprocessed. • Changes since: Accept the default. Perform Query Run (press Ctrl+F11). In the Parameters window.x Oracle Time and Labor Fundamentals Chapter 1 . Choose Submit to run the process. 34. 18. select your batch number Timekeeper_XX in the Starting Batch Number field. 23. Select Validate for BEE in the Name field.• Employee Name: Select the XXCorporate employee name to transfer the timecards. Navigate to the Submit Request window. Choose No. Viewing Timecards 24. End Date: Enter 26-JUN-2011 the end date for which the report ends the transfer. Validating Timecards for BEE Note: It is important that you enter the parameters specified in the practice to process your own data. Perform Query Enter (Press F11). Write down the request id ____________. Navigate to the Timecard window. 19. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED • Start Date: Enter 20-JUN-2011 as the start date for which the report begins the transfer. (N) OTL Time Accounting > Time Accounting > Entry/Validation/Approval 25. 37. 27. Write down the Batch Number ____________. Write down the number of your batch. 32. Enter 26-JUN-2011 as the Period End date. All rights reserved. (N) Process and Reports > Submit Requests 33. It is important to verify this concurrent request completed successfully: (M) View > Requests > (b) Find. 31. Note: Notice that the timecard source field will reflect “Time Store”. Choose OK to close the Parameters window. R12. • • Batch Selection: Choose New. Batch status should reflect “Hold” or “Error” if errors exist. 36. 20. 29. • . You can use this code to identify this run when you submit the Oracle Time Retrieval Error Handling Report. 26. Enter the XXCorporate employee number for the timecard you wish to view. 30. 21. It is important to verify this concurrent request completed successfully: (M) View > Requests > (b) Find. 43. 59. Process Date = 26-JUN-2011 • Starting Batch Name = Timekeeper_XX. 40. you can verify the batch in the Batch Status Review window. . 51. Viewing Batch Status 48. you can edit timecards using the Mass Edits functionality only on the following day after the Transfer Timecards to BEE process is run. Select Single Request and choose OK. 52. Review the Batch Status. Choose OK to close the Parameters window and choose Submit to run the process. Next. Close this window. It is important to verify this concurrent request completed successfully: (M) View > Requests > (b) Find. Choose Submit button. Navigate to the Submit Request window. 42. 46. Select Transfer to BEE in the Name field. Also. a timecard that is transferred to BEE once can never be deleted. Close the window after the viewing. 45. 56. eXchange:MIX > Batch Element Entry 49. Viewing Element Entries 55. Query your batch using ‘Timekeeper_XX% as the Reference. Close the window and reopen. (N) Process and Reports > Submit Requests 41. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED 38. Navigate to the Element Entries window.Transferring Timecards to BEE Note: It is important that you enter the parameters specified in the practice to process your own data. 54. Copyright © Oracle. 50.Page 174 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. Date track to 26-JUN-2011. enter the the following values: • 44. 39. nor can any of the details in it be deleted. R12.x Oracle Time and Labor Fundamentals Chapter 1 . 60. Switch responsibility to the US Super HRMS Manager responsibility. If the Batch Status is Unprocessed. choose the Process button. It should now display Transferred. select Transfer as the Process Mode. Query the person XXCorporate you wish to review. choose the Start button. In the Parameters window. 47. (N) FastPath > (B) Entries 57. • Ending Batch Name = Timekeeper_XX Choose OK to close the Parameters window. Verify that timecard detail has been transferred to the assignment’s entries. 2012. (N) OTL Time Accounting > Mass Info. 58. Note: If you transfer timecards to BEE. All rights reserved. 53. Choose the Element Lines button to review your lines. Navigate to the Batch Header window. Query your batch using Timekeeper_XX% as the Reference. In the Mass Edit region. For this demonstration. 11. 12. a timecard that is transferred to BEE once can never be deleted. 15. Select Regular as the payroll element for all employees and enter 8 for Monday through Friday.Page 175 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. Select 01 GRP Vision Weekly Payroll as the Group Name. using the list of values in the Delete line. Save your work. Select Add a new line to timecard as the Mass Edit Type. Note: If you transfer timecards to BEE. this number will be assigned to you).Starts Sunday in the Recurring Period field. Responsibility = US OTL Application Developer 1. (N) Timekeeper Entry 3. • Replace XX in the Practice with a unique identifier such as your initials or a number (for Instructor Led Training classes.x Oracle Time and Labor Fundamentals Chapter 1 . Choose the Find button. 2. In the Mass Edit region. This is necessary in order to create unique records within the database when performing the Practice. and choose Mass Edit button. Select Find and Add a new line as the Mass Edit Type. you can edit timecards using the Mass Edits functionality only on the following day after Transfer Timecards to BEE process is run. Select Weekly . Select Regular as the payroll element. 4. enter 4 for Saturday and choose Apply. 16. and choose the Mass Edit button. Save your work. Find and Add a New Line to a Timecard 17. Save your work. 9. Select Delete a line from timecard as the Mass Edit Type. delete Tuesday from the existing timecards). Adding a New Line to a Timecard 10. and choose Apply. Select a timecard period prior to the defaulted period. 6. Deleting a Line from a Timecard 14. select the information you want to delete from the existing timecards (for example. Copyright © Oracle. you will enter time and then perform mass edits. 5. Navigate to the Timekeeper Entry window. nor can any of the details in it be deleted. R12.Overview This demonstration details the process for using Mass Edits in the Timekeeper. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Instructor Demo . All rights reserved. 7. Log on as HRMS/welcome user. The Timekeeper Entry window will now display.Using Mass Edits in Timekeeper . 2012. 13. 8. Also. Click Mass Edit. Assumptions • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. enter the information you want to add in the Add line (for example. In the Find row. All rights reserved. 21. and choose Mass Edit Type. (M) Window > Find (B) Find You will now be back on the timekeeper time entry window. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED 18. you can click the Messages button to see why the time is in error. 2012. If the status is green and in a submitted status it indicates the time has been submitted successfully and is being routed via workflow to the proper approver.x Oracle Time and Labor Fundamentals Chapter 1 . enter 8 hours for Wednesday). Select the Find and Replace a line as the Mass Edit Type. and choose Apply. 22. 19. R12. This submits the time for the entire group.Find and Replace a Line on a Timecard 20. 24. 25. Click Submit Selected Lines. . 23. From here you can correct the time and resubmit. Save your work.Page 176 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. View submitted time. Save your work. Copyright © Oracle. In the Mass Edit region. If the time is in error. select Regular for the Element and put in 9 hours for Monday through Friday. leave the first field blank and the days of the week with the %. In the Replace field. Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. 2012. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Self-Service Line Manager Copyright © Oracle.x Oracle Time and Labor Fundamentals Chapter 1 . R12. All rights reserved.Page 177 . edit. This allows managers to record timecards for absent employees or workers who may not be available to enter their time before the retrieval cut off date. You use the Manager Self-Service responsibility to select an employee from the hierarchy and enter a timecard. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Practice . Assumptions • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. • Replace XX in the Practice with a unique identifier such as your initials or a number (for Instructor Led Training classes. All rights reserved.x Oracle Time and Labor Fundamentals Chapter 1 .Entering a Timecard as a Self-Service Line Manager . based upon the employee’s assigned preferences. and submit timecard for an employee. Tasks Entering a Timecard as a Self-Service Line Manager You can create a timecard for employees who are absent. 2012. Copyright © Oracle. This is necessary to create unique records within the database when performing the Practice.Page 178 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. R12.Overview Line Managers can create. this number will be assigned to you). or unavailable to enter their own timecard. 7. choose Create Timecard. Enter 8. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Solution . 6. Select Regular Pay in the Hours Type field.0 in the Hours field for Monday – Friday. All rights reserved. Choose Action for your XXRetail employee. R12. Log on to Self Service as XXCORPORATE/welcome user. Copyright © Oracle. 8. 5.Page 179 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. You can submit the timecard from this page. 4. Select a timecard period that is one week previous to the current period and choose Go. Choose Submit. 10. 2. The Confirmation of Changes page confirms the time and labor data entered. 2012. Log out or return to Portal.Entering a Timecard as a Self-Service Line Manager .x Oracle Time and Labor Fundamentals Chapter 1 .Entering a timecard as a Self Service Line Manager Responsibility = Manager Self-Service 1. Click Review. On the Recent Timecards page. 9. Navigate to the Time Entry: People in Hierarchy page. or choose to go back and make changes or additional entries. The Review Changes page displays the entered time and data. (N) Time Entry 3. 13. 9. you can query the status of the timecards online for a timecard period. Select the All Employees under Directs option and click Go.Overview As a supervisor. you can approve timecards that are pending approval. Navigate to the Timecard Status Summary page. This is necessary in order to create unique records within the database when performing the Practice. click Next. The RTF format appears automatically. 2. 8. 5.Using the Timecard Status Dashboard . Click View Report. 14. Note the request ID. Assumptions • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. 4. 10. 6. You can open or the save the report in the PDF format. Click Next until you reach the Review page.Page 180 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. In the Recurring Period field. Click Next in the Schedule Request: Notification page. 15. and also generate the timecard details in a report format. this number will be assigned to you). • Replace XX in the Practice with a unique identifier such as your initials or a number (for Instructor Led Training classes. You can monitor your employees' timecards with different status in a chart displaying the distribution of data from the dashboard. drill down to the employee timecard list. Review the details and Submit. R12. In the Schedule Request:Layout page. All rights reserved. Additionally. (N) Timecard Status Dashboard 3. 2012. Click the Generate Report button. Using the Timecard Status Dashboard Responsibility = Manager Self Service 1. select the XXWeekly-Starts Monday recurring period. select the PDF format. 12. Copyright © Oracle. and organization based on supervisor hierarchy.x Oracle Time and Labor Fundamentals Chapter 1 . Generating the Timecard Status Details Report 7. Select the previous week timecard period. In the Schedule Request: Schedule page. Click OK and the Timecard Status Summary page appears. 11. You can click the links in the status columns to view details in the Timecard Status Details region. Log on as XXCORPORATE/welcome user. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Instructor Demo . location. Click the Output icon in the Requests page. View the results in the Timecard Status Summary for Recurring Period region. All rights reserved. 2012.Page 181 .Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. R12.x Oracle Time and Labor Fundamentals Chapter 1 . COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Archiving and Restoring Timecards Copyright © Oracle. Select the Define Data Set process. Note: • You must complete setting up Timecard Archiving before you can archive and restore timecards. In the Parameters window. and fix the errors. You need to restore archived data only if you have archived a data set in error or you need to bring the data back for audit or legal reasons. The Define Data Set process enables you to identify the timecards you want to archive by selecting a range of dates. • If the Define Data Set process runs with no errors. Copyright © Oracle. then run the Validate Data Set process to check the status of all timecards in the defined data set. This demonstration uses the Vision database. • Replace XX in the Practice with a unique identifier such as your initials or a number (for Instructor Led Training classes.Overview Archiving timecards involves identifying timecards you no longer need to access and moving them to archive tables in OTL. or you decide not to proceed. 5. 6. Restoring timecards involves identifying timecards you want to reinstate and restoring them to live tables in OTL. this number will be assigned to you). 1. All rights reserved. R12.Archiving and Restoring Timecards . View Requests to check that the process run is Normal. enter the following information: • Data Set Name: XX_Jan20 (XX is the previous year) • 4. Responsibility = OTL Advanced Process Administrator Login = HRMS/welcome Running the Define Data Set Process The Define Data Set process is the first step in the overall process of archiving timecard data. where the archiving and restoring timecards functionality is setup. • Use the OTL Advanced Process Administrator responsibility to archive and restore timecards. Start Date: 01-Jan-20XX (XX is the previous year) • End Date: 31-Jan-20XX (XX is the previous year) Click OK and then Submit. • If the Define Data Set process returns errors. 2012.x Oracle Time and Labor Fundamentals Chapter 1 . 3. This is necessary in order to create unique records within the database when performing the Practice. Navigate to the Submit Request window. • Assumptions • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Instructor Demo .Page 182 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. then run the Undo Define Set process to ungroup the data set. Click View Log to review the details. (N) Process and Reports > Submit Requests 2. Copyright © Oracle. 13. 23. All rights reserved. rejected. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Running the Validate Data Set Process Run the Validate Data Set process to check for errors on the timecards in the data set. The archive process moves timecard data from active tables in the OTL application to archive tables. View Requests to check that the process run is Normal. if the process finds a timecard with the status: working. Select the data set name XX_Jan20XX (previous year). 26. 16. View Requests to check that the process run is Normal. then it returns a validation warning message. 24. The process returns errors if timecards are not in a retrieved status. approved. 12. 17. Select Yes in the Ignore Validation Warnings field. . For example. Select the Archive Data Set process. 2012.Page 183 Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. 15. 19. 7. Navigate to the Submit Request window: (N) Process and Reports > Submit Requests 14. Navigate to the Submit Request window: (N) Process and Reports > Submit Requests 8. 25. 9. Select Yes in the Ignore Validation Warnings field. 10. View Requests to check that the process run is Normal. Running the Restore Data Set Process Run the Restore Data Set process to move archived timecard data from the archive tables back to the active tables in the OTL application. Select the Restore Data Set process. Select the data set name XX_Jan20XX (previous year). Click View Log to review the details. Click View Log to review the details. 18. Click View Log to review the details. Navigate to the Submit Request window: (N) Process and Reports > Submit Requests 21. Click OK and then Submit. 20. 11. Click OK and then Submit. submitted.Running the Archive Data Set Process Run the Archive Data Set process to archive the defined data set after you run the validation process. Select the data set name XX_Jan20XX (previous year).x Oracle Time and Labor Fundamentals Chapter 1 . Select the Validate Data Set process. or error. 22. R12. Click OK and then Submit. 2012. R12.Oracle University and Egabi Solutions use only THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED Copyright © Oracle. All rights reserved.Page 184 .x Oracle Time and Labor Fundamentals Chapter 1 .
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