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Oracle Time and Labor (OTL) Implementation and User Guide, Release 12 (Doc ID 1070930.1)

Last updated on SEPTEMBER 30, 2018

Applies to:

Oracle Time and Labor - Version 11.5.10.2 to 12.2 [Release 11.5 to 12.2]
Oracle Time and Labor - Version 12.0 and later
Information in this document applies to any platform.

Purpose

A Guide to Oracle Time and Labor Implementation and Usage.

Download Full Document: B31652-03

Contents:

1 Introduction
Oracle Time & Labor Overview................................................................................................ 1-1
Oracle Time & Labor ................................................................................................................ 1-5

2 Getting Started
Getting Started with Oracle Time & Labor.............................................................................. 2-1

3 Time Entry Validation and Approval
Time Entry Validation and Approval....................................................................................... 3-1
Time Entry Validation and Approval....................................................................................... 3-3
Overview of Time Entry Rules for Validation......................................................................3-3
Time Entry Rules for Approval............................................................................................ 3-4
Writing Formulas for Time Entry and Approval Rules....................................................... 3-5
Overview of Time Periods for Data Entry and Approval.................................................. 3-10
Self Service Line Manager Timecard Entry and Search......................................................3-10
Setting Up Time Entry Rules Based On Formulas............................................................. 3-12
Adding Contexts to the OTL Formulas Flexfield............................................................... 3-13
Defining Time Categories.................................................................................................. 3-14
Defining Time Entry Rules.................................................................................................3-15
Defining Time Entry Rule Groups..................................................................................... 3-16
Defining Recurring Time Periods...................................................................................... 3-17
Defining Approval Periods................................................................................................ 3-17
Approvals .........................................................................................................................3-19
Approvals ......................................................................................................................... 3-19
Approval Styles..................................................................................................................3-21
Workflow Approval Styles................................................................................................ 3-23
Defining Approval Styles...................................................................................................3-24
Change and Late Audit......................................................................................................3-30
Change and Late Audit...................................................................................................... 3-30
Setting Up Change and Late Audit.................................................................................... 3-33
Defining Reason Code Lookups for Change and Late Audit............................................. 3-34
Defining Time Entry Rule Groups for Change and Late Audit......................................... 3-35
Defining Time Categories for Change and Late Audit.......................................................3-36
Defining Time Entry Rules for Change and Late Audit..................................................... 3-36

4 Oracle Time and Labor Elements
Oracle Time & Labor Elements................................................................................................. 4-1
Elements................................................................................................................................... 4-2
Elements............................................................................................................................. 4-2
Setting Up Elements for Time and Labor Data Entry...........................................................4-3
Entering Element Time Information.................................................................................... 4-4

5 Converting Day Entries to Hours
Setting up Days-to-Hours Conversion......................................................................................5-1

6 Retrieval and Deposit Processes
Retrieval and Deposit Processes............................................................................................... 6-1
Retrieval and Deposit Processes............................................................................................... 6-2
Retrieval and Deposit Processes.......................................................................................... 6-2
Defining Mapping Components.......................................................................................... 6-2
Defining Mappings ............................................................................................................. 6-3
Defining Retrieval Processes ............................................................................................... 6-3
Defining Deposit Processes ................................................................................................. 6-4
Retrieval Rules.......................................................................................................................... 6-6
Retrieval Rules..................................................................................................................... 6-6
Defining Retrieval Rules ..................................................................................................... 6-8
Defining Retrieval Rule Groups .......................................................................................... 6-9
Running the Generate Flexfield and Mapping Information Process.................................... 6-9
Reviewing the OTL Information Types Segments............................................................. 6-11

7 Time Management Structures
Time Management Structures................................................................................................... 7-1
Time Management Structures................................................................................................... 7-2
Time Management Structures.............................................................................................. 7-2
Holiday Calendars............................................................................................................... 7-2
Shifts................................................................................................................................... 7-3
Work Plans.......................................................................................................................... 7-3
Rotation Plans...................................................................................................................... 7-4
Variance.............................................................................................................................. 7-4
Earning Group..................................................................................................................... 7-4
Creating a Holiday Calendar............................................................................................... 7-5
Expiring a Holiday Calendar............................................................................................... 7-6
Creating Shifts......................................................................................................................7-6
Expiring a Shift.................................................................................................................... 7-7
Creating a Work Plan........................................................................................................... 7-8
Expiring a Work Plan........................................................................................................... 7-9
Creating a Rotation Plan...................................................................................................... 7-9
Expiring a Rotation Plan.................................................................................................... 7-10
Creating an OTL Project..................................................................................................... 7-11
Expiring a Project............................................................................................................... 7-12
Creating a Variance............................................................................................................ 7-12
Expiring a Variance............................................................................................................ 7-13
Creating an Earning Group................................................................................................ 7-13
Expiring an Earning Group................................................................................................7-14

8 Time Management Policies
Time Management Policies....................................................................................................... 8-1
Oracle Time & Labor Policies................................................................................................... 8-2
Oracle Time & Labor Policies............................................................................................... 8-2
Hour Deduction Policy........................................................................................................ 8-2
Shift Differential Policy........................................................................................................ 8-3
Premium Eligibility Policy................................................................................................... 8-3
Premium Interaction Policy................................................................................................. 8-4
Earning Policy...................................................................................................................... 8-6
Creating an Hour Deduction Policy..................................................................................... 8-7
Expiring an Hour Deduction Policy..................................................................................... 8-7
Creating a Shift Differential Policy...................................................................................... 8-8
Expiring a Shift Differential Policy...................................................................................... 8-9
Creating a Premium Eligibility Policy..................................................................................8-9
Expiring a Premium Eligibility Policy................................................................................8-10
Creating a Premium Interaction Policy.............................................................................. 8-11
Expiring a Premium Interaction Policy.............................................................................. 8-11
Creating an Earning Policy................................................................................................ 8-12
Expiring an Earning Policy................................................................................................ 8-14

9 Self Service Timecard Configuration
Self-Service Timecard Configuration....................................................................................... 9-1
Self-Service Timecard Configuration....................................................................................... 9-2
Timecard Layouts................................................................................................................ 9-2
Timecard Templates.............................................................................................................9-6
Alternate Names ................................................................................................................. 9-9
Defining Alternate Names to Configure Lists of Values.................................................... 9-10
Displaying the Projects Details Page.................................................................................. 9-12
Entry Level Processing............................................................................................................ 9-14
Entry Level Processing....................................................................................................... 9-14
Defining Time Categories for Entry Level Processing....................................................... 9-15
Defining Time Entry Rules for Entry Level Processing......................................................9-16
Defining Entry Level Processing Time Entry Rule Groups................................................ 9-17

10 Preferences
Preferences.............................................................................................................................. 10-1
Preferences.............................................................................................................................. 10-2
Preferences ........................................................................................................................ 10-2
Default Preferences............................................................................................................ 10-4
Defining Preferences........................................................................................................ 10-17
Defining Eligibility Criteria for Preferences..................................................................... 10-18
Viewing People Preferences............................................................................................. 10-19

11 Assignment Time Information
Assignment Time Information............................................................................................... 11-1
Entering Assignment Time Information................................................................................ 11-1
Using the Employee Assignment Information Folder........................................................... 11-2

12 Time Entry and Transfer Process
Time Entry and Transfer Process............................................................................................ 12-1
Time Entry and Transfer......................................................................................................... 12-2
Time Entry and Transfer Procedures................................................................................. 12-2
Exporting and Importing Templates for Disconnected Time Entry................................... 12-3
Running the Transfer Time from OTL to BEE Process....................................................... 12-5
Running Transaction Import from OTL to Oracle Projects................................................ 12-7
Running the Retrieval Error Handling Report................................................................... 12-8
Creating Timecards Without Self Service...........................................................................12-8
Submitting the Timecard Autogeneration Process.............................................................12-9
Correcting Errors in Autogenerated Timecards............................................................... 12-10
Using the Timecard Window........................................................................................... 12-10
Selecting an Organization's Default Timecard Approver................................................ 12-12
Transferring Time and Labor Data From the Timecard Window.................................... 12-13
Configuring the Validate for BEE Process........................................................................12-13
Validating Work Schedule Timecards For BEE................................................................ 12-15
Reviewing Batch Status ................................................................................................... 12-16
Transferring Timecards to BEE........................................................................................ 12-16
Transferring Timecards to Oracle Projects....................................................................... 12-17
Reviewing Employee Time ............................................................................................. 12-17

13 Retro Adjustment Procedures
Retro Adjustment Procedures................................................................................................. 13-1
Retro Adjustments................................................................................................................... 13-2
Retro Adjustments............................................................................................................. 13-2
Managing Timecard Retro Adjustment............................................................................. 13-3
Updating a Timecard for Retro Adjustment...................................................................... 13-4
Validating Retro Adjusted Timecards................................................................................13-5
Transferring Retro Adjusted Timecards To BEE................................................................ 13-5
Transferring Retro Timecard Changes to Oracle Projects Retro.........................................13-6

14 Reports
Reports.................................................................................................................................... 14-1
Reports and Processes............................................................................................................. 14-2
Oracle Time & Labor Reports............................................................................................ 14-2
Running the Missing Timecard Report.............................................................................. 14-5
Element Entries Adjustments Report ................................................................................ 14-6
Overtaken Vacation and Holiday Report .......................................................................... 14-7
Total Hours to BEE Report ................................................................................................ 14-7
Running the Consolidate Timecard Attributes Report...................................................... 14-8
Archive and Restore.............................................................................................................. 14-10
Archive and Restore Overview........................................................................................ 14-10
Archiving and Restoring Timecards................................................................................ 14-11
Running the Define Data Set Process............................................................................... 14-12
Running the Undo Data Set Process................................................................................ 14-13
Running the Validate Data Set Process............................................................................ 14-14
Running the Archive Data Set Process............................................................................. 14-15
Running the Restore Data Set Process..............................................................................14-16

15 Managing Time for Workers
Timekeeper and Authorized Delegate....................................................................................15-1
Oracle Time & Labor: Timekeeper......................................................................................... 15-4
Oracle Time & Labor: Timekeeper..................................................................................... 15-4
Seeded Items in OTL Timekeeper...................................................................................... 15-7
Timekeeper Groups......................................................................................................... 15-10
Using Mass Edits on Timecards....................................................................................... 15-10
Using Wildcards in Mass Edits of Timecards.................................................................. 15-11
Example: Adding a New Line to a Timecard................................................................... 15-12
Setting Up Timekeeper.................................................................................................... 15-20
Configuring the Timekeeper Entry Window................................................................... 15-21
Using Timekeeper............................................................................................................ 15-24
Creating and Maintaining Timekeeper Groups............................................................... 15-25
Performing Mass Edits..................................................................................................... 15-26
Authorized Delegate............................................................................................................. 15-28
Authorized Delegate Overview....................................................................................... 15-28
Setting up Authorized Delegate.......................................................................................15-28

A Windows and their Navigation Paths

B Integration Notes
Migrating from Personal Time and Expense, Project Time and Expense, and Oracle Internet
Time.......................................................................................................................................... B-1
Oracle Projects Integration Notes............................................................................................. B-2
Enterprise Asset Management Preferences in Oracle Time & Labor.................................... B-14

C APIs in OTL
APIs in Oracle Time & Labor................................................................................................... C-1

D Profile Options in OTL
Profile Options in OTL............................................................................................................. D-1

Scope

 

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