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