Understanding the Time Reporting ProcessThis chapter provides an overview of managing time reporting, lists prerequisites for enabling absences on timesheets, and discusses how to:
Approve reported time.
Approve payable time.
Manage exceptions.
Adjust time.
Audit time.
Override rules for a day.
Understanding the Time Reporting ProcessAfter time has been reported, it is managed by approving the time, resolving exceptions, modifying the time, or adjusting time that has been reported or paid.
Depending on your requirements, four options exist that can be set up when configuring time approvals:
Reported time.
Payable time.
Both reported and payable time.
None.
You can also set up email notifications for particular events. For managers, these include reported time needing approval, payable time needing approval, exceptions that have been generated, or a scheduled event that has been modified. For employees, email notifications include reported time which has been approved, payable time which has been approved, reported time which has been denied, or reported time which has been modified.
You can use system security to determine which pages display for different types of users. For example, you may want a data entry clerk to view only reported or payable time. The User ID for the data entry clerk determines which pages are displayed. In this case, the user can only view time, without making changes. Or, you may want a user to be able to adjust time that has already been paid, but not approve the time. Again, the User ID determines which page appears; in this case, the Adjust page is accessible.
This graphic depicts the interaction between time reporting, scheduling, the time manager, and other common areas within the application with the Manage Time pages:
Manage Time process flow
Prerequisites for Enabling Absences on TimesheetsAbsence Management integration enables employees and their managers to enter and work with absence event information that is entered in PeopleSoft Enterprise Absence Management or Time and Labor, and is integrated with either PeopleSoft Enterprise Payroll for North America or PeopleSoft Enterprise Global Payroll. Employees that are active in Absence Management must be enrolled in Time and Labor. The absence event pages that you use to manage time in Time and Labor are included in this chapter.
The Absence Management grids that are displayed on the Timesheet pages in Time and Labor, including the absence event entries and absence entitlement balances and links for requesting and approving absence events, are displayed only if either Absence Management and/or Global Payroll are selected on the Products page of the HRMS Installation Table component.
See Pages Used to Set Up and Report on Implementation Defaults.
To work with absence event information on employee timesheets, the employee's Pay System value must be either Global Payroll or Payroll for North America and the Absence System value must be Absence Management on the Payroll page of the Job Data component in Workforce Administration.
Note. For Global Payroll employees the Absence System value is hidden and defaults to Absence Management.
See Entering Payroll Processing Data.
Employees that are active in Absence Management must be enrolled in Time and Labor.
See Entering and Maintaining Time Reporter Data.
The Country Take component is used to define Country-specific rules that apply to all Take elements for a given country. They control some of the field displays on the self service pages, and determine if online Forecasting and Balance Inquiry processes can be used for any Take elements that are set up for the country. You can define a different set of self service rules for each country.
On the Absences page of the Country Take component, ensure that you enable entry in Time and Labor for the absence Take elements that you want to enter on the Timesheet page.
See Defining Self Service Absence Rules by Country.
For each Absence Take element that you want to make available to self service users, you define an additional set of rules. These rules specify whether partial-day absences are allowed, approval requirements for absence requests, how to display forecasting results, and other usage rules. It is important to set up the Country Take component and understand the significance of the values chosen or entered on this component prior to entering values through absence self service.
See Pages Used to Define Absence Take Elements.
Common Elements Used in This Chapter
|
Job Title |
Displays the Job Title of the time reporter for which the time was reported. |
|
ID |
Displays the time reporter EmplID for the reported time. |
See Also
Creating and Updating Dynamic Groups
Establishing Time and Labor Security
Approving Reported Time
This section provides an overview of approving reported time and discusses how to:
Approve reported time.
Work with timesheets.
Run online rules and view payable time detail.
Review and enter absence events.
Enter absence event details.
Forecast absence events.
Approve absence events.
View reported hours summary and absence entitlement balances.
Understanding Approval of Reported TimeYou have the ability to require approval of reported time, after it has been submitted, by selecting the Approve Reported Time option on the Workgroup or TRC definition. If specified for a workgroup, all reported time for employees in that workgroup needs approval. If specified at the TRC level, only reported time associated with the TRC needs approval.
Reported time that requires approval, regardless of the source, must be approved by the time reporter’s manager before it will be selected and processed by Time Administration to generate payable time. Time that has been submitted, either through interfaces or online, is available for manager approval. The manager can approve, adjust, or deny the time, and add additional comments where necessary.
When approved, the reported time status is Approved, and it is ready to be selected by the Time Administration process for payable time generation.
If reported time is denied, the reported time is given a status of Denied and will not be processed by Time Administration. The time will remain in a Denied status until it is either modified and resubmitted, or the manager decides to approve the time.
Email notifications can be configured for both the manager and employee for certain time reporting events. The manager can be notified when there is reported time that needs approving, and employees notified when reported time has been approved, denied or modified. This is set up on the Time and Labor Installation component, on the Email Notification page.
Pages Used to Approve Reported Time
|
Page Name |
Object Name |
Navigation |
Usage |
|
TL_MSS_TIMESHEET |
Manager Self Service, Time Management, Approve Time and Exceptions, Reported Time, Approve Reported Time |
View a group of employees or an individual employee's reported time needing approval. |
|
|
TL_RPTD_ELP or TL_RPTD_PCH |
Click the employee name link on the Approve Reported Time page. |
Approve or deny an employee's reported time. The format of the timesheet depends on whether the employee is an elapsed or punch time reporter. |
|
|
Payable Time Detail |
TL_MNG_PAY_DET_VW |
Click the Apply Rules button on the Timesheet page. |
Review details of payable time after online rules are run. |
Approving Reported Time
Access the Approve Reported Time Summary page.
Employee Selection Criteria
Enter selection criteria in the fields in this collapsible group box. You can select a group of employees or individual employees. The fields that are displayed in this group box are defined in Manager Search Options. If the Manager Search Options are cleared, the criteria that are displayed are derived from the Manager Search Defaults page in the Time and Labor Installation component.
See Setting Up Manager Search Options.
|
Click for Instructions |
Click this link to view instructional text for using this page. |
|
View By |
This field determines how much reported time you see in the summary list. The page refreshes each time you select an option. The options are Day, Week, All Time Before and All Time After:
Note. If the value in the View By field is All Time Before or All Time After, the system displays the first row needing approval because the manager could have denied time in the past. |
|
Date |
The default is today’s date when you first enter this page. If the View By option is Week, the system checks the value in the Start Day of Week field on the Time Reporting Preferences page and displays the week accordingly. See Pages Used to Set Up User Preferences. If the View By option is All Time Before, the system returns a list of employees who have time needing approval prior to that date. If the View By option is All Time After, the system returns a list of employees who have time needing approval after that date. |
|
Include Absences |
Select this check box to include employees who have one or more reported absences needing approval within the specified time period. |
|
Refresh |
Click this button to refresh the page after changing date-related criteria or selecting or clearing the Include Absences check box. |
Employee Grid
|
Title Bar |
This group box title displays the manager's name and the date range being viewed. |
|
Select |
Select the check box next to the employee name to approve or deny reported time for the timeframe you selected. The Select check box is grayed out if the employee has only a reported absence to be approved, and no reported work time. Note. Reported absences cannot be approved on the Approve Reported Time Summary page. You must access the employee's Timesheet to approve an absence. |
|
Name |
Click the time reporter's name link to display the Timesheet grid. |
|
Exception |
Displays an icon indicating that exceptions exist. |
|
Absence to be Approved |
Displays an icon indicating that absences requiring approval exist. |
Note. All columns are displayed when viewing reported time using the by Day or Week View By options. If the All Time Before or All Time After options are selected, fewer columns are displayed. All columns can be sorted, ascending or descending, by clicking the column headers, with the exception of the TRC columns.
Working with Timesheets
The Timesheet page enables the manager to work with an employee's reported time in more detail. You can adjust entries, select some or all incidences of time needing approval and click either the Approve Selected or Deny Selected buttons.
The placement of the Comments icon on the Timesheet page depends on the type of Timesheet that is displayed, either punch or elapsed. The comment icon is in the first column of the time grid on the punch timesheet. Click it to access the Comments page. For elapsed timesheets, the comment icon is included in the Reported Time Status grid that you can access using the link below the Apply Rules button. The Reported Time Status link and grid are not displayed on punch timesheets.
The manager can navigate to the previous or next employee in the list that was generated on the Approve Reported Time page by clicking the Previous Employee or Next Employee links.
Click the Submit button to validate reported time and set the status to Needs Approval. Time that has no errors after being validated is set to Needs Approval. If the user is reporting more time or modifying time for an existing row that has already been processed, and has a status of Approved, then the whole day (or row) is again set to a status of Needs Approval.
After clicking the Approve Selected or Deny Selected buttons, the manager is transferred to a confirmation page. To return to the Timesheet page click the OK or CANCEL button.
Reported Time that does not need approval is set to a status of Submitted.
If an Absence Event cannot be entered or approved in Timesheet, use the Request Absence or Approve Absence Go To links. You cannot return to the Timesheet after you have navigated beyond the Approve Absence Request or Request Absence pages.
See Also
Running Online Rules and Viewing Payable Time Detail
Access the Payable Time Detail page.
For time with a status of Submitted or Approved, click the Apply Rules button on the Timesheet page to display payable time with a status of Online Estimate on the Payable Time Detail page.
See Entering, Viewing, or Changing Employee's Time.
Reviewing and Entering Absence EventsClick the Absence Event link on the Timesheet page.
The Absence Events section is collapsed by default when you access the Timesheet page.
The Absence Events grid on the Timesheet page enables the manager to review, add, change, and approve absence events.
|
Edit |
Click this button to edit, submit, cancel or forecast the absence request. The edit button is disabled when you are adding a new absence. Note. You can edit only one absence event at a time so as to avoid confusion with absence validation messages. |
|
Cancel |
This check box is enabled only when editing an absence. The event will be cancelled when you click the Save or Submit buttons. Depending on the cancellation rule defined in the Country Take component, the absence could be deleted from the database or the status could be set to cancelled. |
|
Forecast |
When adding or editing an absence event, click this button to forecast the absence event information for this employee. Note. The Forecast button is enabled only if defined in the Country Take component for the absence that is being reported. The Forecast column is not displayed if no absence events in the grid are set up to enable forecasting. |
|
Submit |
Click this button to submit the entries on the Timesheet page. After submitting, you can approve the entry. |
See Defining Self Service Absence Rules by Country.
Entering Absence Event DetailsClick the Details link in the Absence Events grid to access this page.
This page is displayed automatically when you select an absence that requires additional information, regardless of whether the partial days options have been enabled.
The page consists of three group boxes: Absence Detail, Additional Information, and Comments.
Absence Detail
|
Start Date |
Select the first day of the absence event. The field option defaults to the current date. If there is a break in the absence, enter each event separately. For example, if you are out sick for two days, return to work for three days, and are out sick again, enter two absence events. If the absence includes a weekend (say, Thursday to Monday), enter one absence event. |
|
End Date |
Select the last day of the absence event. If you leave this field empty and the Calculate End Date option on the Country Take (setup) page is selected, the system automatically determines the end date based on the begin date, duration, and partial days options. |
|
Original Start Date |
Select the original start date of the absence event. Enter a date if the absence has legal or payment implications based on the original start date of the absence. This field is visible when Display Original Begin Date is selected on the Absences page of the Country Take component. Note. Careful consideration is needed when enabling this field in self-service. Incorrect data entered in this field might lead to incorrect eligibility calculations and payment for one or more events. |
|
Filter by Type |
Select the absence type. The selection you make in this field will limit or filter the selections available in the Absence Name field. |
|
Absence Name |
Select the absence name from the available options. The options available depend on the selection in the Filter by Type field, the absence Takes that are enabled in the Country Take setup, and the elements for which the employee is eligible. Note. If you change the value in the Absence Name field on this page, all existing information regarding the event is reset. The system prompts you to continue before it resets the data. |
|
Reason |
Select a reason from the available options. The reasons available depend on your selections in the previous fields. Absence reasons are linked to the Absence Name (Take) through the Absence Take Type. |
|
Partial Days |
Specify which days of the absence event are partial days. If the Calculate End Date or Duration option is enabled on the Absence (setup) page, and the Unit Type is Hours, the system does consider any partial hours or half-day entries that are entered in this group box when it calculates the end date or duration. For example, an employee has a work schedule of 8 hours per day, Monday through Friday. The employee reports an absence from Monday, January 8, 2007 through Wednesday, January 10, 2007. Then employee takes a half day off on Monday and full days off for the rest of the absence. Example 1: The Country Take set up is defined as follows:
With these settings, to correctly enter the absence data the employee should report:
Example 2: The Country Take set up is defined as follows:
With these settings, to correctly enter the absence data the employee should report:
Warning! If the absence unit type is defined in days in the Country Take setup, we do not recommend using partial days options. Note. Data that you enter in the following fields is used in the absence calculation process only if the data is referenced by your absence formulas. The available options in the Partial Days field when the absence is calculated in days include:
Depending on the option that you select, up to two check boxes appear that allow you to specify which days of the absence event are half days. Select the check boxes that are appropriate for the absence event. |
|
Duration |
Enter Duration by days or hours. You do not have to enter Duration if the Calculate Duration button is enabled on the Absence (setup) page. The system calculates the duration of the absence in hours or days when you click the Calculate End Date or Duration button. The behavior of this field depends on the settings on the Absence (setup) page. The value is automatically calculated if the Calculate End Date option is selected.
|
|
Calculate End Date or Duration |
Click this button to have the system calculate the end date of an absence event based on the entries in the Start Date and Duration fields, or to calculate the Duration based on entries in the Start Date and End Date fields. Note. When the Calculate End Date and Calculate Duration options are both selected on the Date Rules page of the Country Take component, one of these two options is entered in the If both entered recalculate field. This ensures that when an absence event is reported with values entered in both the Duration and End Date fields, only one of the fields is recalculated when the Calculate End Date or Duration button is clicked. |
Additional Information
The fields that are displayed in this group box depend on how your organization sets up self service for Absence Management during the implementation process.
Comments
The Requestor Comments field enables the employee to enter free form text related to the absence request that becomes part of the record and is visible throughout the approval process. Comments display on the Absence Details page.
|
OK |
Click this button to have the system perform validations regarding required fields and issue error messages if information is missing. Also, if Partial Days options are used incorrectly, error messages are displayed indicating which data needs must be corrected before the Timesheet page is displayed. |
|
Cancel |
Click this button to discard any modifications that you made. |
See Requesting Absence on Behalf of an Employee.
Forecasting Absence Events
The Forecast Results tab is displayed in the Absence Events grid after the absence event Forecast process is completed.
After the Forecast process is completed, a message is displayed beneath the Absence Event link to indicate the absence forecast status and time stamp. The Forecast Results tab displays the Forecast Value returned for each of the absence events. Click the Forecast Details link to review the list of returned values for each absence event.
Depending on the Country Take configuration, some absences may require forecasting to submit for approval. Depending on the Forecast Value returned, some absences may not be eligible to be submitted if they do not meet the forecasting eligibility criteria defined in the Country Take component.
See Reviewing Absence Entitlement Balance Forecast Results.
Approving Absence Events
Access the Absence grid with events awaiting approval:
Select the Absences that require approval. Absences with a status of Needs Approval, Error, and Denied can be approved.
You can approve multiple absence events in the Absence Events grid on the manager's Timesheet. If at least one of the events requires forecasting before approval, a validation error is issued that requires you to run the Forecast process. If multiple events are forecasted, a message is displayed indicating that forecasting completed successfully. Click the Forecast Details link that is displayed in the Forecast Results tab to verify the forecast results for each of the events.
Absence Source
The Source column of the Absence Events grid displays the source of entry of the absence event. Depending on the entry source, some events can be modified on the Timesheet page. This table lists the combinations of entry source, the label displayed in the Source column, and indicates in which applications the event can be modified:
|
Source of Entry |
Label Displayed |
Can be modified in . . . |
|
Absence Event Entry |
Administrator |
Absence Event Entry |
|
Time and Labor |
Time and Labor |
Absence Event Entry |
|
Third Party |
Third Party |
Absence Event Entry Third Party |
|
Employee Absence Self Service |
Employee |
Absence Event Entry Employee Timesheet Manager Timesheet |
|
Manager Absence Self Service |
Manager |
Employee Timesheet Absence Event Entry Manager Timesheet |
|
Employee Timesheet |
Employee |
Absence Event Entry Employee Timesheet Manager Timesheet |
|
Manager Timesheet |
Manager |
Absence Event Entry Employee Timesheet Manager Timesheet |
Note. On Timesheets, you can approve absence events that are entered using Employee and Manager Absence Self-service pages or Employee and Manager Timesheets only if they are defined to allow entry in Time and Labor in the Country Take component.
Viewing Reported Hours Summary and Absence Entitlement Balances
Click the links for Reported Hours Summary link or Balances link on the Timesheet page to view these grids:
The Absence Entitlement Balances grid displays Absence Entitlement balances as of the last time the absence process was completed and finalized.
If the employee is enrolled in compensatory or leave plans, those balances are displayed in a separate grid.
See Forecasting Absence Entitlement Balance During Absence Entry.
Approving Payable Time
This section provides an overview of approving payable time and discusses how to:
Approve payable time.
Approve payable time details.
Adjust reported time.
Approve time for a group of employees.
Understanding Approval of Payable Time
Approval of payable time is required if one or more of these conditions apply:
The Approve Payable Time check box is selected on the employee’s workgroup setup page.
The TRC Approval option field is set to Payable Time or Reported and Payable Time on the TRC set up page.
The user has written a rule that identifies the employee’s payable time as time that must be approved.
You can view and approve payable time on the Approve Payable Time – Approve Time for Time Reporters or the Approve Payable Time pages. The Approve Payable Time – Approve Time for Time Reporter page displays all time reporters dependant on entries specified in the Employee Selection Criteria and date range fields and who have time with a Payable Status of Needs Approval. The Approve Payable Time page displays time entries for an individual time reporter.
Pages Used to Approve Time
|
Page Name |
Object Name |
Navigation |
Usage |
|
TL_MNG_APRV_SRCH |
|
Approve time for one or more time reporters that are displayed using the Employee Selection Criteria and date range fields. |
|
|
TL_MNG_GRP_APPROVE |
Click time reporter's Name link to view details of the entry. |
View and approve separate time entries for an individual time reporter. |
|
|
TL_RPTD_PCH or TL_RPTD_ELP |
Click the Adjust Reported Time link. |
Adjust reported time entries. |
|
|
TL_TR_COMMENTS |
Click the Comments icon. |
View or add comments to individual time entries. |
|
|
TL_APPRV_RUNCTL |
Time and Labor, Approve Time, Request Batch Approval Process, Request Batch Approval Process |
Approve time for a group of employees during a batch process. |
Approving Payable Time
Access the Approve Payable Time - Approve Time for Time Reporters page.
Note. Time must be processed through Time Administration and have a payable status of Needs Approval.
The Approve Payable Time – Approve Time for Time Reporter page offers manager the capability to refine their search including groups, employee IDs, a certain date range, or many other criteria, or simply to return all the employees for whom they have approval authority and who have payable time that needs approval. After the manager enters the search criteria and clicks the Get Employees button, the result list displays below the Employee Search Criteria and Date fields.
The manager can then select one or more employee rows and click the Approve button to approve the payable time. Alternatively, the manager can click the employee name link to view and approve each employee’s payable time entries.
Employee Grid
The columns Select, Name and Total Payable Hours are always displayed. The fields selected in the Include in List column on the Manager Search Options page are also displayed.
See Setting Up User Preferences.
|
Select |
Select this check box next to the time reporter's name to approve payable time. |
|
Name |
Click on the individual time reporter's link to view details of their time entry from the Approve Payable Time page. |
|
Total Payable Hours |
Displays the total number of related hours that require approval. Each row of the grid displays the Total Payable Hours for a time reporter. In Time and Labor, you keep such things as shift differentials and shift bonuses (compensation only hours) separate from the actual hours of effort reported. The actual hours are based on the daily time records that the system has created (that is, compensation only hours are not included). Total hours, (or Total Amount or Total Units) represent all hours (amounts or units) for that day, including compensation only hours, amounts, or units. |
|
Select All, Clear All |
Click Select All to select all the time reporters displayed for approval. Click Clear All to deselect all rows. |
|
Approve |
Click this button to approve the selected time reporters' payable time. |
See Also
Approving Payable Time Details
Access the Approve Payable Time page.
Select the check box in the Select column next to the rows that you want to approve. The system displays all data for the payable time in the appropriate field. If no data exists for the field, it is blank.
Select the Time Reporting Elements or Task Reporting Elements tabs to view additional details about the time that needs approval.
|
Adjust Reported Time |
Click the this link to display the Timesheet page that enables you to adjust the time reporter's reported time. |
|
Comments |
Click the icon in this column to add or view a comment related to an incidence of time. Click the Save button on the Comments page, and then the OK button to confirm the save and display the Approve Payable Time page. Note. The appearance of the icon in this column changes if a comment is attached to that row. |
Adjusting Reported Time
This page is the same as the Timesheet page. When time is adjusted using the Timesheet page, the reported time will need to be resubmitted and the Time Administration process run again. This will turn the adjusted reported time into payable time that can then be approved.
See Also
Approving Time for a Group of EmployeesAccess the Request Batch Approval Process page.
|
From Date and End Date |
Enter the start and end date for the time reporters who have reported time that you want to include in the batch approval process. |
|
Accounting Date |
Defaults to current date. Can be changed to synchronize with a date within an accounting period used in Project Costing and PeopleSoft General Ledger. |
|
EmplID |
Enter or select the Employee ID that you want to include or exclude during the approve time process. If you select EmplID, Group ID is unavailable for entry for that row. |
|
Empl Rcd Nbr |
Displays the employee record number for the EmplID. If EmplID is blank, this field is blank. |
|
Group ID |
Enter or select the Group ID of the employees that you want to include during the approve time process. If you select a Group ID, EmplID is unavailable for entry for that row. |
|
Include/Exclude Indicator |
You can Include or Exclude individual employees. For example, enter the Group ID for a group of employees, add a row, and enter the Employee ID of the employee whom you do not want to include in the approve time process. Then, select Exclude for that row. The system will not approve time for that employee, even though they belong to the group. Use the same procedure to add an employee to the group. |
Managing Exceptions
This section presents an overview of managing exceptions and discusses how to:
Manage exceptions.
Filter exceptions.
View manage exception details.
View exceptions history.
Understanding ExceptionsExceptions are generated when time is reported and either an aspect of the time is incorrect, or the time does not comply with a user-defined rule. Exceptions may be system-generated through validation processes or generated as a result of Time Administration rules. Each exception has an associated severity level. Exceptions with a High severity level must be resolved or allowed, in order for the reported time associated with the exception to become payable time. Use the Manage Exception component to specify which exceptions to allow for a specific time reporter, or a group of time reporters. In addition to the standard exceptions delivered with the system, you can define your own exceptions in accordance with your organization's time management policies.
Resolving or Allowing Exceptions
On the Manage Exceptions pages, time managers review the exceptions and determine if reported time should be adjusted or if a setup table value must be added or changed to resolve the exception. In addition to viewing exceptions on the Manage Exceptions page, time managers have the options to allow exceptions or to use the Clean Up Exceptions button to resolve exceptions, after the reported time for non-setup related exceptions has been adjusted.
To resolve an exception, determine if an error exists with reported time or if there is an invalid value in a setup table. If the error is due to reported time (non-setup exception), correct the time on the Timesheet or Rapid Time entry pages, and then process the time again by submitting the time and/or running Time Administration. If the error is setup-related, you may need to change the reported time or change a value in one of the setup tables. To resolve the exception, correct the time or setup value and then run Time Administration. For example, a setup-related exception may be generated if time reporters report time using a new TRC that has not been added to their TRC program. Because the TRC is not in the program, an exception is generated stating "TRC not in the TRC Program." You must either correct the reported time or add the TRC to the TRC program. A non-setup or reported time exception could occur if time reporters report task profiles that are not valid for their taskgroup. The generated exception is "Task Profile not in Taskgroup."
If a High severity exception is not resolved or allowed, it remains in the Exceptions Table and the time does not become payable time. Exceptions with a severity level of Low or Medium will become payable time, but they also remain in the Exceptions Table until the exception is resolved or allowed.
The Allow Exceptions functionality enables you to allow an exception and generate payable time without having to resolve it. This is useful for organizations that use informational exceptions. For example, consider exceptions that are created in the retail industry because a time reporter is approaching an overtime limit. The time manager could be notified that the time reporter is approaching the limit but decides to allow this exception during the holiday peak season.
Exception Statuses
PeopleSoft also provides a status indicator for the exception. Statuses help you work with the exceptions. Possible exception statuses are Unresolved, Resolved, and Allowed. When an exception is created, the status of the exception is Unresolved. If you modify time, the system checks the Exceptions Table to determine if the modification occurs within the date range of a pre-existing exception. When Time Validation and Time Administration run again, if the exception condition no longer exists, then the status changes to Resolved.
Exceptions are created with the Unresolved status. If the exception is generated for reported time, the manager or administrator changes the reported time and clicks the Clean up Exception button to see if exceptions are addressed. If the exception is recreated, the status is again Unresolved. If exceptions are not recreated, they will be deleted or retained with the status of Resolved, based on the archive configuration in the exception definition setup. The same is true for exceptions that are generated for payable time.
View Exception History Information by using the Exception History page. The following conditions determine if the exception information appears on this page:
If you set up an Exception ID with the Archive Exception check box cleared, (Don’t Archive), the exception will not appear if you Resolve the exception.
If you set up an Exception ID with the Archive Exception check box cleared, (Don’t Archive), the exception will appear if you Allow the exception
If you set up an Exception ID with the Archive Exception check box selected, (Archive), the exception appears when you either Resolve or Allow the exception.
Note. Most exceptions delivered with the system have a Severity Level of High and are not allowable. You must resolve these exceptions (unless you changed them in the Exception setup table so that they are allowable) for the system to create payable time for the time reporter in these instances.
See Defining Exceptions.
See Viewing Exceptions History.
You can define all the conditions that require managers to review reported time before it becomes payable time. Examples include an employee missing a punch, punching in late, working more than eight hours of overtime, or being tardy ten times in the last month. Focus on the elements of reported time that are important to your organization.
Validating Time and Creating Exceptions
Reported time entered through Time and Labor time entry pages is validated online (before Time Administration processing). Time that is reported by a Rapid Time entry, Mass Time entry, GP Absence entry, or by a TCD interface does not have online validation, and must go through a Submit Time process so that the system can create exceptions for invalid data. The Submit Time process initiates a Time Reporting Validation process, which generates exceptions for any invalid data that was a result of either time being reported or a problem with setup data. Any exceptions generated from this process are then displayed on the Manage Exceptions or Manage Group Exceptions pages.
Low Severity Delivered Exceptions
Two exceptions are delivered that have a low severity. Both are related to the integration of Time and Labor and Absence Management. Exception TLX01700, “Full absence and reported time” occurs when a full day absence exists and there is reported time. Exception TLX01710, “Partial Absence and Punch Time” is generated if punch time with a source code SCH exists for the days of a partial absence and the workgroup is configured for Create Partial Work hours. This is a warning that the regeneration of reported time did not adjust the punch scheduled time.
Time Administration and Exception Resolution
After you have resolved the issues by adjusting the reported time or setup values, you can run the Time Administration process. The Time Administration process will call the Resolution Exception process and clean up any exceptions that have been resolved and create payable time for that time. The Resolution Exception process examines the reported time where an exception exists, and changes the status of that time to Resolved if the exception is no longer valid. This process resolves any non-setup-related exceptions that were generated and have an Exception source of TVE (Time Validation Elapsed) or TVP (Time Validation Punch). Once the exceptions have been resolved, Time Administration then created payable time for that time.
The Referential Integrity process runs and then initiates the validation process. Because the reported data is compared with the changed setup data, the validation process resolves this exception and payable time is created.
Clean Up Exceptions Button
If you have made an adjustment to reported time and want to verify the exception has been fixed before running Time Administration, click on the “Clean Up Exceptions” button on the Manage Exceptions page. The Clean Up Exceptions button also calls the Resolution Exception process and will resolve any non-setup related exceptions where the time has been corrected. You will still need to run Time Administration to create payable time, but the Clean Up Exceptions button is a tool for you to verify that the adjustment you made to the reported time will actually resolve the exception. For example, a time reporter enters an invalid value in the Task Profile field, and then you correct the value on the Timesheet page. Rather than waiting until your Time Administration process runs again, if you want to verify that the correction you made to the Task Profile is the right one and will actually fix the exception, click the Clean Up Exceptions button on the Manage Exceptions. This will clean up and resolve the exception if the adjustment you made to the Task Profile is valid. Then when your Time Administration process runs again, it will create the appropriate payable time.
Note. Exceptions may be generated based on validation rules invoked by the Submit Time process, or by user-defined rules processed through Time Administration. However exceptions are generated, they must be either resolved or allowed if Time Administration is to process the related reported time into payable time. If you resolve the exception by adjusting reported time, you need to resubmit that (adjusted) reported time so that Time Validation runs again and removes the exception. You can either run the Time Administration process again for that time reporter, or using the Manage Exceptions page, click the Clean up Exceptions button to verify the adjustment you made will actually resolve the exception, and then run Time Administration for that time reporter. During the subsequent running of Time Administration, the time will become payable time along with that which you approved, rather than resolved.
Pages Used to Manage Exceptions
|
Page Name |
Object Name |
Navigation |
Usage |
|
TL_MNG_EXCEPT_PNL1 |
Manager Self Service, Time Management, Approve Time and Exceptions, Exceptions, Manage Exceptions Time and Labor, View Exceptions and Attendance, Exceptions, Manage Exceptions |
Review, allow, or clean up exceptions. Up to 100 exceptions display per page. |
|
|
TL_AUD_EXCEPT_PNL |
Time and Labor, View Exceptions and Attendance, Exceptions History |
View exceptions that have been resolved or allowed. |
See Also
PeopleSoft Enterprise HRMS 9.0 Application Fundamentals PeopleBook
Managing Exceptions
Access the Manage Exceptions page.
Note. You may view and allow exceptions with a status of Unresolved using this page. System delivered exceptions have a High severity level are not allowable. To view exceptions that have already been resolved or allowed, use the Exceptions History page.
|
Employee Selection Criteria |
Enter values and click the Get Employees button to control which employee exceptions the system displays to approve or resolve. |
|
Filter Options |
Expand this grid to further control which exceptions the system displays. |
Filter Options
|
Date |
Select a date filter for this exception: between, equal to, greater than, or less than. |
|
EmplID |
Select an EmplID filter for this exception: equal to, greater than, less than, or like. |
|
Severity |
Select a severity level filter for this exception: High, Low, or Medium. |
|
Exception ID |
Select an exception ID filter for this exception: equal to, like, not equal to, not like. |
|
Run Control ID |
Enter the value of the run control that was used when the exception was created. |
|
Allow |
Select the check box in this column to select an individual time reporter's exception to be allowed for that date. Note. If all the exceptions displayed on the page are not allowable, then the Allow column and Allow All button are hidden. |
|
Exception ID |
Displays the Exception ID code that was delivered with the system or that you defined using the Define Exceptions page. Click the Details tab to view the Exception Information details of the exception. |
|
Description |
Description of the exception. |
|
Date |
Displays the date of the reported time that caused the exception. |
|
Name |
Employee's name for the related exception. |
|
Severity |
Displays the severity of the exception: High, Medium, and Low. The system does not create payable time for reported time that has an exception severity of High .The system does create payable time for reported time with an exception severity of Low or Medium. |
|
Clean Up Exceptions |
Click to resolve all exceptions created by time reporting validations (not setup-related exceptions). |
|
Allow All |
Click to select all the exceptions for the group to be allowed. This selects the Allow check boxes for all the exceptions displayed on the page. If you click this button again, the system clears the Allow check boxes. Once you have selected the exceptions you want to allow, click the Save button to allow the exceptions. The exceptions can then be processed through Time Administration to create payable time. Note. If all the exceptions displayed on the page are not allowable, then the Allow column and Allow All button are hidden. |
|
Save |
Once you have selected the exceptions you want to allow, click the Save button to allow the exceptions. The exceptions can now be processed through Time Administration to create payable time. |
Viewing Manage Exception DetailsClick the Details tab.
|
Exception ID |
The exception can be a system-delivered exception or one that you defined using the Define Exceptions pages. |
|
Source |
The source of the process that created the exception, such as Time Administration or Time Validation. |
|
Last Update Date Time |
Displays the date and time the exception was resolved or allowed. |
|
Exception Data |
Displays the message that contains the actual values that were entered that caused the exception such as “The reported TRC BNKR is invalid.” |
|
Exception Description |
Click this link to view the long description for the exception. |
|
Comments |
Enter any comments about how or why the exception was allowed or resolved. |
Note. The remaining fields that display on the Details tab are the fields that have been selected on the Manager Search Options page.
Viewing Exceptions History
Access the Review Exceptions History page.
|
Exception ID |
Click the link that appears in this column to view details of the resolved or allowed exception. |
|
Description |
Displays the description of the exception. This description is the exception text either delivered with the system or that you established when you set up your exceptions. |
|
Status |
Displays whether the exception was Resolved or Allowed. To view and allow Unresolved exceptions, use the Manage Exceptions page. |
|
Severity |
Displays the severity of the exception: High, , Medium or Low. The system will not create payable time or send the time to payroll if the exception severity is High until it is either allowed or resolved by the user. However, the system will create payable time for reported time with an exception severities of Medium or Low. |
The Exception ID link displays the same information as the Manage Exceptions Details tab.
Important! To view a particular exception on the Exceptions History page, you must first specify that you want the exception to be archived during exception setup. To do this, go to the Define Exception page, display the specific exception of interest, and select the Archive Exception check box. When the exception is generated and is subsequently resolved or allowed, it appears on the Exceptions History page.
The Filter Options page functions the same as the Filter Options on the Manage Exceptions page. See Manage Exceptions, Filter Options for a description of these fields.
See Also
Adjusting Time
This section discusses how to make Record Only adjustments for individual employees or for non-employees.
Understanding Adjustments to Payable Time
Occasionally you may need to make an adjustment to payable time that has already been paid by Payroll, or has been closed. This type of adjustment is called a Record Only Adjustment and is made using the Adjust Paid Time page. When you make an adjustment of this type, it is for record keeping purposes only. The time you add or adjust is not processed by Time and Labor nor is the time sent to payroll. For example, a time reporter may have forgotten to report vacation time taken in the last time reporting period. Payroll is notified, their system updated with the time, and a manual check is cut for the employee. To keep your payroll and Time and Labor systems in sync, you use Time and Labor to record that time for record keeping purposes. Because the time has already been paid by payroll and their system adjusted, it does not need to be sent to payroll again. This feature enables you to keep Time and Labor system in sync with your payroll system, without re-sending or processing duplicate data.
Using the Adjust Paid Time page, you can add new time, delete time, or change existing payable time that has already been processed by the payroll system and has a payable status of Diluted or Distributed. You also can adjust time that has a status of Closed (for example, time reported by contractors that does not get sent to payroll).
All the time reporting fields appear on the Adjust Paid Time page for editing. You can change any field except the Payable Status, and TRC Type fields. After you make adjustments using this page, the system does not process the time further. It does not run it through Time Administration or send the time to payroll. Time and Labor does publish the payable time to your Project Costing application. If compensatory time is reported, the system will not process it or adjust the time reporter’s compensatory time balance the next time the Time Administration process is run for that time reporter. Use the Weekly page to make these adjustments.
When you modify existing payable time, the system creates offsets because all payable time rows viewable in Adjust Paid Time are in a frozen state. The system creates offsets to back out the originally reported time, and then add in the new time that you have entered. For example, if you originally reported 2 hours of overtime and then go in and adjust that to 4 hours, the system will generate 3 rows of data as in the following table:
|
Date |
Quantity |
TRC |
|
08/01/2000 |
2 |
OT (Overtime |
|
08/01/2000 |
-2 |
OT (Overtime) |
|
08/01/2000 |
4 |
OT (Overtime) |
The first row is the original 2 hours of OT, the second row is the offset that backs out the original 2 hours, and the third row is the new time that you are reporting. The offsets do not display on the Adjust Paid Time page, but you can view them on the View Payable Time page.
See Also
Payable Time Status and Reason Codes
Integrating with Project Costing
Pages Used to Adjust Time
|
Page Name |
Object Name |
Navigation |
Usage |
|
TL_MNG_PAY_DET_PNL |
Time and Labor, Report Time, Adjust Paid Time |
Make Record Only adjustments for individual employees or for non-employees. |
Making Record Only Adjustments
Access the Adjust Paid Time page.
Note. If you change or add Leave Time Taken, you must manually change the leave hours in your HR database. The system will not adjust your leave balances. Also, the system will not adjust compensatory time balances for changes or additions of reported compensatory time.
|
Date |
Enter the date you want to adjust for the time that was paid. |
|
Payable Status |
Displays the payable status for the reported time: Closed, Diluted, Distributed or Rejected. Note. For rows of payable time that have a status of Rejected, a Close check box is displayed. When you select this check box, you prevent the row from being loaded to payroll. After you select the Close check box and save the page, the payable status remains Rejected. (Behind the scenes, the Payroll Request Number is set to 1.) |
|
Reason Code |
The reason code associated with the payable status. |
|
Time Reporting Code |
Enter the Time Reporting Code (TRC) to use to adjust the time, or leave the field blank. The system uses TRCs to track time reporter’s time to support all of your administrative and compensation needs, such as payroll processing, or to collect labor distribution information. |
|
Quantity |
Enter the quantity to use for the Time Reporting Code for the reported time: Amounts, Units, or Hours depending on the Time Reporting Code entered. |
|
TRC Type |
Displays the TRC Type (Amounts, Units, or Hours) based on the Time Reporting Code that you entered to adjust the time. This is a display-only element. |
|
Accounting Date |
Enter a date to synchronize with a date within an accounting period used in Project Costing and General Ledger. |
|
Taskgroup |
Select the taskgroup for the time you want to adjust. The system displays the appropriate task elements on the Task Reporting Elements tab, depending on your selection. |
Note. Absence rows are not displayed on this page.
Time Reporting Elements
The columns that are displayed are based on the selections made on the employee time reporting template.
|
Date |
Displays the date you entered on the Adjust Paid Time page. |
|
Payable Status |
Displays a description of the payable status for the payable time to be approved. The values that will display on the Adjust Paid Time page are Closed, Paid-Labor Diluted, and Paid − Labor Distributed.. |
|
Approval Process Datetime |
Displays the date and time this reported time was approved. This is a display-only element. |
|
Taskgroup |
Displays the taskgroup name for the taskgroup you entered on the Adjust Paid Time page, or you can select the taskgroup to use for the adjusted time here. The Task Reporting Elements defined for the taskgroup appear at the bottom of the page under Task Reporting Elements. |
|
Time Reporting Code |
Displays the TRC that you entered on the Adjust Paid Time page. Or, if it is blank, you can enter the TRC for the payable time to adjust. Note. Rules Only type TRC's do not show up on the time reporting pages, but they will display on the Adjust Paid Time page. Rules Only TRC's are TRC's that have been specified for Rules processing use only, and not used for reporting time. |
|
Quantity |
Displays the quantity that you entered on the Adjust Paid Time page. Or if it is blank, you can enter the quantity for the TRC of the payable time to adjust. |
|
TRC Type |
Displays the TRC Type for the TRC of the payable time to adjust. |
|
Billable Indicator |
Select to make the time available to the Mobile Time and Expense feature in Project Costing. |
|
Currency |
Select a currency code for the time you want to adjust if you require your time reporters to report a currency type code for the time being reported and if the TRC Type for the time is an Amount. |
|
Override Rate |
Select an override rate for the time to adjust. The rate is sent to your payroll system to use in calculating pay. Otherwise, the rate is set by default to the rate on the Time Reporting Code or the hourly rate on the time reporter’s job record. |
|
Rate Code |
Select a rate code to specify the Compensation Rate for the time you want to adjust. |
|
Country |
Select the country for the time being adjusted, otherwise the system uses the default for the time reporter. |
|
State |
Select the state for the time being adjusted to report a state other than the default associated with the time reporter’s Tax Location Code. |
|
Locality |
Select the locality for the time being adjusted to report a locality other than the default for the time reporter. The locality should be reported with the associated state. The state and locality combination must be defined for the time reporter on the Maintain Tax Data pages. |
Task Reporting Elements
The columns that are displayed are based on the selections made on the task template.
These elements appear if the task element is defined on the taskgroup associated to the time reporter.
|
Company, Business Unit, Location, Department, Position, Product, Customer, Task, Project/Grant, PC Business Unit, Resource Type, Resource Category, Resource Sub Category, Perf Meas Business Unit, Activity ID, Account Code, User Field 1-5, Job Code |
Select an item for the time being adjusted for each applicable element. |
|
User ID |
Displays the User ID of the person who adjusted the time. |
|
Publish Switch |
Displays the Publish Switch for time that was published to Project Costing. |
|
Publish Date |
This is the date Time and Labor published actual costs to Project Costing and other financial applications. Publish takes place as soon as the system sets the payable time status to closed. Time and Labor sets the Publish Date on the payable time record to show that this time was published in its final form. |
|
Accounting Date |
Defaults to current date. Can be changed to synchronize with a date within an accounting period used in Project Costing and PeopleSoft General Ledger. |
|
Estimated Gross |
Enter the payable time estimate for the time being reported when converted to gross pay by payroll. Payroll uses the appropriate rate for the earnings unless, in Time and Labor, the rate is a positively reported rate that’s sent to payroll as an override. The currency code identifies the currency in which this amount is stated. This field remains an estimate. The system does not replace it with actual costs received from payroll. PeopleSoft keeps the estimate as an historic record of what Time Administration calculated. |
|
Labor Distribution Amount |
Enter the adjusted labor distribution amount for the time being adjusted. You must manually determine the amount to enter here. The Labor Distribution process takes a lump sum amount from Payroll and divides it across the Time and Labor entries that went into the calculation of the lump sum. |
|
Diluted Labor Distribution Amt |
Enter the adjusted Labor Dilution amount for the time being adjusted. The process takes all the records in a day and derives a combined rate based on total cost. This combined rate is applied back to the hours in the day. |
See Also
Understanding Time and Labor Implementation
Auditing TimeThis section provides an overview of auditing time and discusses how to:
View reported time.
View changes made to the reported time.
View unprocessed reported time.
View unprocessed payable time.
Use public queries to audit time.
Understanding Auditing Time
Three Time and Labor components and a number of public queries exit to audit and track time. The components include Reported Time Audit, Unprocessed Reported Time, and Unprocessed Payable Time. This section provides an overview of these components and lists the delivered public queries for auditing time.
The Reported Time Audit component contains pages that display time that exists in the Reported Time tables and in the Audit tables, which include all entries and changes that have occurred to the time. Audit pages enable you to view punch and elapsed time for historical purposes and to track the changes that have occurred to the originally reported time. On the main Reported Time Audit pages, the system displays reported time that is current. A History link is displayed if changes were made to the originally reported time; otherwise the link is unavailable. The pages include the Time Reporting Elements and Task Reporting Elements tabs that contain additional information about the reported time. These pages eliminate the need to create reports to track changes to time.
Unprocessed Reported Time
The Unprocessed Reported Time component identifies time that is still in Reported Time for these reasons:
Time needs approval
Time has not been submitted (or is in a Saved status).
Time has been denied.
Exceptions exist for the time entered.
The total payable time is less than the sum of submitted or approved time.
Unprocessed Payable Time
The Unprocessed Payable Time component identifies time with these statuses:
Approved – Goes to Payroll
Needs Approval
Estimated – Ready for Payroll
Sent to Payroll (if PNA is the pay system)
Taken – Used by Payroll (if GP is the pay system)
Rejected by Payroll
Queries to Track Time
These queries enable you to identify time that was entered through Mass Time or Rapid Time but is not in Reported Time.
|
Query Name |
Description |
|
TL_Unproc_Rapid_Pch |
Unprocessed Rapid Punch Time |
|
TL_Unproc_Rapid_Elp |
Unprocessed Rapid Elapsed Time |
|
TL_Unproc_Mass_Pch |
Unprocessed Mass Punch Time |
|
TL_Unproc_Mass_Elp |
Unprocessed Mass Elapsed Time |
See Enterprise PeopleTools PeopleBook,: PeopleSoft Query, Creating and Running Simple Queries
See Viewing and Resolving TCD Errors.
Pages Used to Audit Time
|
Page Name |
Object Name |
Navigation |
Usage |
|
TL_AUD_RPTTIME_PNL |
Time and Labor, View Time, Reported Time Audit, Reported Time Audit |
View current reported punch and elapsed time. |
|
|
TL_AUDIT_RPT_PNL |
Click the History link on the Reported Time Audit page. |
View changes made to the reported elapsed or punch time selected. |
|
|
TL_UNPROCESS_SUMM |
Time and Labor, View Unprocessed Time, Unprocessed Reported Time, Unprocessed Reported Time |
Identify time that has not gotten to Payable Time, either because Time Administration process has not been run, the time has not been approved, there are exceptions with the time or due to some rule processing, the amount of time in the Reported Time tables does not match the amount of time in the Payable Time tables. |
|
|
TL_UNPROCESS_SUMM |
Time and Labor, View Unprocessed Time, Unprocessed Payable Time, Unprocessed Payable Time |
Identify time that has not been paid. Employees who have time that is in the following status' will display on this page: (Status: Estimated, Approved, Needs Approval, Rejected by Payroll, Sent to Payroll for PNA or Taken by Payroll for GP. |
Viewing Reported TimeAccess the Reported Time Audit page.
Overview
|
Start Date and End Date |
Enter the start and end date for the time you want to view. The system populates the fields with the data for all time reported from the start to the end date. |
|
Get Rows |
Click after you enter the start and end dates. The system retrieves the data for all the current reported time, and all time that has been deleted that was reported on and between the start and end dates. |
|
Time Reporting Code |
Displays the Time Reporting Code for the reported time that has a status of either Current or Delete. |
|
Quantity |
Displays the quantity for the Time Reporting Code for elapsed reported time that has a status of Current or Delete, or the duration for matched punches for punch reported time. |
|
Reported Status |
Values that appear in this column include Saved, Denied, Submitted, Needs Approval, and Approved. |
|
History |
Click this link to see details about the changes that were made to the time. If the time is current and no changes were made to the time, this field is unavailable. If the link is available, then changes have occurred to the time; click the link to view them. |
|
Status |
Values that appear in this column are Current or Delete.. If Current, the system displays either the originally reported time if no changes have occurred, the latest change to the originally reported time, or time that has been added since the time was originally reported. If the status is Delete, the system displays the time that was deleted (through the Weekly Elapsed Time page). |
|
Taskgroup |
Displays the taskgroup for the reported time. |
Time Reporting Elements
Select the Time Reporting Elements tab to view these fields:
|
Punch Type |
Displays the type of punch for the reported time. If the reported time is elapsed time, Elapsed is displayed in this column. |
|
Punch Date and Time |
Displays the date and time the punch was reported. |
|
Currency Code, Country, State, Locality, Billable, and Rate Code |
Displays this field information for the reported time that was originally reported then changed. |
|
Task Profile ID |
Displays the Task Profile ID for the reported time. The Elapsed Audit History Sec page displays the Task Profile ID for the originally reported time. |
|
Override Reason Code |
Displays the code for the reason the reported time was overridden. |
|
Badge ID |
Displays the Badge ID number for the reported time if you require a badge number to be used when reporting time. |
|
Time Collection Device ID |
Displays the ID of the time collection device to which the time was reported. |
|
Rule Element 1-5 |
Displays the rule element for the reported time. Time reporters can override rule elements that are assigned to them on the Create or Maintain Time Reporter Data pages. |
|
Reported Time Source |
Displays the source of where the reported time was generated, such as Time Administration or Time Validation. |
Task Reporting Elements
This tab is displayed if the time reporter is associated with a taskgroup.
|
Time Reporting Code |
Displays the TRC for reported time. |
|
Customer |
Displays the customer. |
|
Combo Code |
Displays the combo code for the reported time. |
Viewing Changes Made to Reported TimeAccess the Reported Time Audit - History page.
|
Audit Action |
Displays the Audit Action for the reported time: Add, when time is reported but not approved Change, when the reported time is approved, Delete, Key Change Old Key, and Key Change New Key. |
|
Date Under Report, Time Reporting Code, Quantity, Reported Status, Taskgroup |
A row is inserted with this information when the time is approved. |
The Time Reporting Elements tab displays the same information as the Time Reporting Elements tab on the Reported Time Audit page.
Viewing Unprocessed Reported Time
Access the Unprocessed Reported Time page.
|
Name |
Click the link in this column to view details for that row. |
|
Start Date and End Date |
The date range cannot extend beyond 31 days. |
|
Deviation |
Enter an acceptable deviation amount for the calculation between reported and payable time. |
|
Include Exception Reporters |
Typically exception time reporters have no hours in Reported Time but many hours of Payable Time. The default is to exclude exception time reporters. |
Click the Name link to view details. The detail page will not display any Task Elements, Chartfields or Time Reporting Elements. The detail page displays by day and by status the employee’s time for Reported Time that has not gotten to Payable Time. This includes reported time with a status of Needs Approval (NA), Saved (SV), or Denied (DN) and any time with exceptions. If there is no time in those statuses, a message is displayed indicating that the Time Administration process must be run to move approved or submitted time to Payable Time.
|
Reported Status |
This column will display these statuses: Needs Approval, Saved, and Denied. |
|
Exception Exists |
An icon is displayed for rows where exceptions exist. |
Viewing Unprocessed Payable Time
Access the Unprocessed Payable Time page.
|
Name |
Click the link to access the detail for that row. |
|
Click this link to display unprocessed payable time for all employees. This page that is displayed lists each instance of unprocessed payable time for each employee. Click the download icon next to the Find link on the group box title bar to save this information in spreadsheet format for additional analysis and reporting. |
This page displays all rows in payable time that have not been processed by payroll. The data is sorted by Date and then by Time Reporting Code. Payable time with these status codes is displayed on this page:
Estimated
Approved
Needs Approval
Rejected by Payroll
Sent to Payroll (for Payroll for North America)
Taken by Payroll (for Global Payroll)
|
Previous Employee and Next Employee |
Click these links to display information for the previous or next employee listed in Employees with Unprocessed Payable Time grid on the Unprocessed Payable Time page. |
Overriding Rules for a Day
This section discusses how to override rules for a time reporter for a day. The Override Rules page tells the system to bypass rules processing for the day for the time reporter. Time Administration sends reported time, or scheduled time for an exception reporter that didn't positively report anything, to Payable Time and will not process any rules on that time.
When Time Administration is initiated, it extracts records from the Time and Labor Intermediate Payable Time table for any days with reported time that have been overridden, into a rules override working table. It then applies rules to all records stored on the Intermediate Payable Time table and updates payable time. As a final step, Time Administration uses the data stored in the rules override working table to replace records found in the final Payable Time table.
Note. You must enter time exactly how you want your time reporter to get paid, including overtime hours, using one of the time reporting pages when you want to override rules for a day.
Page Used to Override Rules for a Day
|
Page Name |
Object Name |
Navigation |
Usage |
|
TL_RULES_OVR_PAGE |
Time and Labor, Process Time, Override Rules |
Stop Time Administration from processing any rules against the time for the day. |
Stopping Rules Processing for a DayAccess the Override Rules page.
|
Date Under Report |
Enter the date of the day for which you want Time Administration to bypass rules processing. |
See Also
Understanding the Batch Process in Time Administration