Defining Task Reporting Requirements

This chapter gives an overview of task reporting functionality and discusses how to:

• Create task templates.

• Upload ChartField Combinations.

• Define and view task values in Time and Labor.

• Display task codes defined in PeopleSoft Project Costing and PeopleSoft Enterprise Performance Management.

• Create task profiles.

• Define taskgroups.

Understanding Task Reporting Requirements

With Time and Labor, you can track time at the level of task detail your organization requires and allocate costs accordingly. We use the term task to refer to a set of attributes of reported time, such as department, product, or project, that more precisely identify how or where time was spent.

You can specify the types of task information you want to capture for each time reporter. For example, you may want sales staff to account for their time by customer and product; project managers to account for their time by project and activity; and administrative staff to report their time without task detail. Task templates, task profiles, and taskgroups are the tools that make this possible.

Taskgroups serve another important function: they are the means by which you assign default time reporting templates to time reporters. So, even if you’re not interested in capturing task data for time reporters, you need to create taskgroups and assign a taskgroup to each time reporter.

See Also

Creating Time Reporting Templates

Understanding Task Functionality

Task reporting is a subset of time reporting. Specify the types of information you want to collect from time reporters by creating time reporting templates described in the Reporting Time section of this book. You specify the task-related data you want to collect by designating the use of either a task profile or a task template on the time reporting template.

Understanding Task Reporting Tools

You will use a group of task oriented tools to define your organization’s task reporting requirements:

To summarize:

• Each time reporter is assigned to a taskgroup.

• Each taskgroup is linked to a task template that identifies the types of task information the taskgroup members can report.

• Each taskgroup also specifies one or more task profiles that taskgroup members can use.

• Taskgroup members can report time through the use of task profiles or can report time to the individual task entities that are defined on a task template.

The following diagram represents the relationships between time reporters, taskgroups, task templates, and task profiles.

Relationship between time reporters, task profiles, task templates, and taskgroups

Understanding Types of Task Reporting

Time and Labor supports two types of task reporting:

• Task profile reporting.

  When a time reporter uses task profile reporting (in essence an automatic allocation), he simply reports the quantity of time worked—the system automatically determines the task entities to which time is reported and how much time is allocated to each task, based on the person’s task profile. Task profile reporting is appropriate for time reporters who perform the same sets of tasks, where cost allocation is static. For example, assume a time reporter is assigned to a taskgroup that is associated with the following task profiles: Filing, Drafting, Sorting, and Etching. Each task profile represents a different set of task entities and allocations. The time reporter can use any of these task profiles to enter time, or can “borrow” a taskgroup to which he is not assigned and use the task profiles associated with that taskgroup as well. So, if our time reporter uses the Etching profile to enter 8 hours, and the profile specifies that 25% of the reported time goes to polishing and 75% of the reported time goes to buffing, the system will automatically allocate 2 hours to polishing and 6 hours to buffing.

• Task template reporting.

  Use task template reporting to report time to the task entities you selected when defining the task template. Task template reporting is appropriate for time reporters who spend varied amounts of time on functions that require different cost allocations. For example, create a template called Sales, and select Customer, Product, and Task as the task entities, then use the Sales template to report the following information: 8 hours for Customer A, Product B, and Task C.

If you do not capture task data for some or all time reporters, you can use the nontask templates delivered with Time and Labor.

Default Reporting

You can designate which task profile applies to a time reporter on more than one page. The system uses the following hierarchy to determine which task profile to use.

• The task profile entered on a time reporting page, if any, always take precedence.

• The task profile directly assigned to the time reporter on the Create Time Reporter Data page or Maintain Time Reporter Data page has second priority.

• The default task profile assigned to the time reporter’s taskgroup on the Taskgroup page is used only when the system finds no other.

Note. Time and Labor enables you to override a time reporter’s taskgroup when entering time. Taskgroup overrides, also referred to as taskgroup borrowing, enable time reporters to report time using the task profiles or task elements associated with the borrowed taskgroup.

See Also

Creating Time Reporting Templates

Defining Taskgroups

Understanding How to Create Task Values in Time and Labor

For each type of task data you want to track in Time and Labor, you must set up an underlying task prompt table that defines the set of valid values that users can enter when reporting time or that the system retrieves when generating time. Some of these underlying tables are defined in Time and Labor; other tables are created in Human Resources Management, Project Costing, and PeopleSoft Enterprise Performance Management.

This section discusses where the values for each task-related prompt table are defined.

Understanding Where Prompt Tables are Defined

This table shows which PeopleSoft application you use to define task data used by Time and Labor. Notice that a few of the task elements (activity, projects, and business unit) can be defined in more than one application.

The following table lists where each set of task-related values is stored and tells you how to navigate to the pages where values are defined. For some task entities, this information depends on whether you’re using PeopleSoft Financials (Project Costing and/or Enterprise Performance Management) and if you’re using commitment accounting functionality. Values defined in PeopleSoft Financials can be viewed in Time and Labor, but can only be added or deleted in the application in which they are created.

Note. If you are not using Project Costing or Performance Management with Time and Labor, you may want to define your PeopleSoft security so that users see only the applicable menu items. See the Enterprise PeopleTools PeopleBook: Security Administration for more information.

Using ChartFields in Time and Labor

This section provides a brief overview of ChartFields and discusses the:

• Configuration and integration.

• Impact on task templates.

• Impact on time reporting pages.

• ChartField storage in reported time and task profile.

• ChartField storage in payable time.

• Time and Labor validation options.

ChartFields are fields used to report General Ledger charts of accounts with transactional data. These accounts determine the logging of transactions and the tracking of information for General Ledger purposes. ChartFields enable you to report up to 21 chart of accounts when entering transactional data. Both Commitment Accounting and Non-Commitment Accounting customers can utilize the ChartField functionality for their business processes.

Configuration and Integration

You can configure and activate all or a subset of the 21 ChartFields using the Standard ChartField Configuration page. The Standard ChartField Configuration page enables you to activate, change the order of display, relabel the fields, and change the field length displayed for individual ChartFields.

If you integrate your HCM database with PeopleSoft General Ledger (GL), then you also set up the Standard ChartField Configuration that is owned by PeopleSoft Financial Management Systems (FMS). This configuration is defined and sent to HCM via Integration Broker. Any changes must be made directly in the FMS database and then sent to HCM.

If the HCM database is not integrated with PeopleSoft General Ledger, but you still want to enter ChartField values, then the Standard ChartField Configuration is accessible and can be updated directly. This may be used to capture chart of account values to send to a third party GL application or to just capture these details for HCM purposes. No matter where the configuration is entered, once you press the Apply button and the application engine runs, the pages displaying ChartFields will reflect the configured display.

See Setting Up and Working with ChartFields and ChartField Combinations.

Impact on Task Template

After you press the Apply button on the Standard ChartField Configuration page, the impact to Time and Labor (TL) begins with the task template. The task template reflects the activated ChartField values when combo code is an enabled field. For example, if the Standard ChartField Configuration has activated GL account, department and project, and the application engine (using the Apply button) has been run, then the enabling of combo code field on the task template also enables the GL account, department and project as individual ChartField values.

When the system enables the combo code on the task template, the HR business unit is also enabled. The reason is in order to validate the combination of individual ChartField values, associated with a new or existing combo code, a GL business unit is required. HR business units are mapped to GL business units through the GL/HR Business Unit Mapping page (Setup HRMS, Common Definitions, ChartField Configuration, GL/HR Business Unit Mapping). With this mapping, when a HR business unit is reported then the GL business unit can be derived and validation performed. If a HR business unit is not mapped to a GL business unit, the system displays an error message. This error message is triggered online, at the point of validation, or during validation in the Submit Time application process.

The TL Product, TL Project,and TL Activity fields can be enabled on the task template depending on the Standard ChartField Configuration and the integration with PS/Projects and PS/EPM. The chart below describes when the fields are available and when they are not.

Impact on Time Reporting Pages

In Time and Labor, the system prepopulates the HR business unit on the transaction pages based on the User ID and the default HR business unit from the JOB record. This value can be overwritten to reflect the user preference when entering transactional details, but to ensure that a HR business unit is reflected for combo code validation, the system performs the prepopulation process.

Task reporting, on transaction rows, is driven by the taskgroup selected (either through default or borrowing). When reporting time you have the option of entering or selecting the Combo Code on the page or using the ChartFields link to search for ChartField combinations or add new ChartField combinations.

See Setting Up and Working with ChartFields and ChartField Combinations.

Chartfield Storage on Reported Time and Task Profile

Reported time (TL_RPTD_TBL) and the task profile (TL_TSKPRF_DETL) only store the combo code, they do not store the values for individual chartfields.

ChartField Storage on Payable Time

Payable Time table (TL_PAYABLE_TIME) stores both the combo code and individual ChartField values because ChartField integration with Global Payroll and Payroll for North America are handled differently.

Time and Labor Validation Options

On the Time and Labor Installation page there are three options for ChartField validation.

GL Account is a required field when sending transactional data to General Ledger from any feeder system. Validations performed using Integration Broker or the Table Validation always require you to enter a GL Account value (at minimum).

Understanding Task Reporting with PeopleSoft Financials

PeopleSoft Financials enables task reporting in the following areas:

Project Costing

When you integrate Time and Labor with Project Costing, you have additional options for tracking time at the task level. You can track time by business unit, by the projects and activities defined in Project Costing, and by resource type, resource category, and resource subcategory. Valid values for these task entities come directly from Project Costing through Integration Broker and can be viewed through the ChartField Value page.

See Also

Integrating with PeopleSoft Financials and Enterprise Performance Management

Understanding the Sequence for Defining Task Functionality

This flowchart illustrates the sequence of steps necessary to define your task reporting requirements. We discuss each of these steps briefly in this section.

Defining Task Functionality steps

To define task reporting requirements for your organization:

1. Create time reporting templates.

   Use the Time Reporting Template page to create templates for elapsed time and punch time reporting. On the template, select the Task Profile or Task Template check box to indicate the type of task reporting for which the template is designed. You must create time reporting templates before you can create taskgroups.

2. Create task templates.

   Use the Task Template page to select the task entities that you want to appear on the time reporting pages or that you want your time collection devices (TCDs) to capture from time reporters.

   You can create task templates before or after you create values for task entities.

3. Create values for task entities (optional).

   If you want employees to report time by customer, product, activity, task, project, and/or up to five user-defined task categories, define the set of valid values that can be used for time reporting. For example, if you want to account for time by customer, set up a code for each customer.

   If Project Costing is integrated with Time and Labor, the Project Costing application uses Integration Broker technology to publish the valid values for additional task entities.

4. Create task profiles.

   Use the Task Profile page to select the values for the task entities you selected on the task template. Also indicate whether time is to be allocated across tasks equally, allocated by percentage, or allocated by quantity.

5. Create taskgroups.

   Use the Taskgroup page to identify the default time reporting templates, task template, and task profile(s) that are valid for time reporters with the same task reporting requirements.

   Before you can define taskgroups, you must create time reporting templates for elapsed and punch time reporting.

6. Assign taskgroup and task profiles.

   • Assign a taskgroup to each time reporter via the Create Time Reporter Data page or Maintain Time Reporter Data page. You can also assign a task profile to each time reporter. The task profile you select will take precedence over the default task profile assigned to the time reporter’s taskgroup.

   • If you’re using time collection devices, assign the appropriate taskgroups to each TCD via the TCD Setup page. The taskgroup determines what profiles and templates will be available to send to the TCD. You can also specify whether to send task profiles, task templates, and/or task values to the TCD.

Note. Before you begin to define task templates, task profiles, and taskgroups, spend some time analyzing your organization’s task-reporting requirements. Determine which time reporters share the same or similar reporting requirements, perhaps based on the kind of work they perform, and what those specific requirements are. One taskgroup can include both elapsed and punch-time employees—employees and non-employees—as long as the same task entities apply to everyone in the taskgroup.

See Also

Entering and Maintaining Time Reporter Data

Using Time Collection Devices

Creating Task Templates

To create task templates, use the Task Template (TL_TSKPRF_TMPLATE) component.

Use task templates to select the types of task information you want taskgroup members to provide when reporting time.

For example, if a group of time reporters does project work, such as developing software, you might want to create a task template that captures the project and product they're working on, the department, and individual tasks. If you're creating a task template for a group of account managers, you may want to include customer, company, department, and account code. Each task template should represent a distinct set of task-related elements.

A task template must be assigned to each taskgroup. You can assign the same task template to more than one taskgroup or you can create a separate task template for each taskgroup. The task template assigned to a taskgroup controls which task profiles you can associate with the taskgroup.

See Also

Referential Integrity

Page Used to Create Task Templates

Creating a Task Template

Access the Task Template page (Set Up HRMS, Product Related, Time and Labor, Task Configurations, Task Template, Task Template).

Task Template ID	This field displays the name of the task template.
Commitment Accounting	This is a display field. When selected, it indicates that your organization uses commitment accounting. In addition, the Combo Code field is enabled, and the Product and Project ID fields are unavailable. Note. A task template that is defined for commitment accounting can only be attached to taskgroups set up for commitment accounting.
Production Environment	Displays the setting from the TL Installation page. When the environment is specified as a Production Environment you cannot remove a task element previously marked as required, or add a previously unused element required.
Used by Taskgroup(s)	This is a display field. When selected, it indicates that the task template has been assigned to a taskgroup and the modifications you can make to the template are limited. If the system has been configured to use referential integrity (the Referential Integrity option on the Time and Labor Installation page is selected) you can add optional fields to the template and change required fields to optional. If the system is not using referential integrity, you can make any changes to the template except change the commitment accounting option.
General Ledger	Displays the setting from the Installation page.
Project Costing	Displays the setting from the Installation table. Impacts whether Project Costing fields are presented on the page.
Interface with PS EPM	Displays the setting from the TL Installation page.

In the HR Task Elements, Time & Labor Elements, Performance Mgmt Element, and General Ledger Elements group boxes, select each type of task data you want time reporters associated with this taskgroup to report. For each field you choose, select either Required, Optional, or Not Used in the drop-down list to the right.

If your organization uses commitment accounting, Project Costing (PS/Projects) or Enterprise Performance Management (PS/EPM), some of the task fields may be selected automatically or made unavailable. The field descriptions below indicate when each field is available and the corresponding default values for selected fields.

HR Task Elements

Performance Mgmt Element

Time and Labor Elements

General Ledger Elements

Project Costing Elements

Note. The dependencies between Resource Type, Resource Category, and Resource Subcategory check boxes are dynamic.

Modifying a Task Template

Once you save a task template, the types of changes you can make to it depend on whether the template has been associated with a taskgroup and/or if the system has referential integrity selected on the Time and Labor Installation page. The table below shows the restrictions that are in place to enforce referential integrity.

See Also

Using Time and Labor with Commitment Accounting

Uploading ChartField Combinations

The Upload ChartField Combinations feature enables you to insert data into Combo Code task elements. The system loads the contents of a file that contains combination code information into the ACCT_CD_TBL_TMP temporary table. Then use the TL_ACCT_CD Application Engine program to read the temporary table, validate the data, and insert the data into the ACCT_CD_TBL and ACCT_CD_TBL_GL tables. The system generates two reports: an upload summary report and a detail report that lists any bypassed records, and the reason for discarding the records.

The data file must be a comma-separated value (CSV) file with the chartfield information for each combination code listed in a specific order. If you do not use all of the available chartfields in a specific combination code, you should leave the unused columns empty and keep the formatted sequence of chartfields. The following table lists each chartfield name in the correct order for the data file, and provides a brief description of the contents of each column of chartfield information:

Important! The order of the fields in the file is fixed and independent of the configured order of chartfields according to the Standard Configuration.

Page Used to Upload ChartField Combinations

Uploading ChartField Combinations

Access the Upload ChartField Combinations page (Set Up HRMS, Product Related, Time and Labor, Task Elements, Upload ChartField Combinations).

Select File	Click to select a file that contains chartfield information that you want to insert into Combo Code task elements. The data file must be a CSV file with the chartfield information for each combination code listed in a specific order. After you select a file, a link appears next to the Select File button indicating the name of the file you want to upload. Click on the link to manually verify the data you are about to upload to the system.
File Requirements	Click this link to open the ChartField File Requirements page. This page displays the required order of combo code information in a CSV file that you want to upload to the system.
Upload File Content	Click to load the contents of the select CSV-formatted file into the ACCT_CD_TBL_TMP temporary table.
File Content Uploaded	Indicates whether or not a file with combo code information has been uploaded to the system.
Run	Click to start the TL_ACCT_CD Application Engine program. This process validates the data and writes the information for each valid row into the ACCT_CD_TBL.
Transaction Table Updated	Indicates that the process has completed and that the data from the file has been uploaded to the ACCT_CD_TBL. It does not reflect whether all entries from the file were valid or if any were discarded by the process. Review the process logs for full details.

Use the links in the Review group box to view the status of the TL_ACCT_CD process and to locate the Summary Report.csv and the Transaction Detail.csv report files. The system creates these reports as the process completes. The Summary Report.csv file indicates the status of each row of data from the uploaded file. The Transaction Detail.csv report file shows the status of each row of data, including the reason for failure for any row.

Defining and Viewing Task Values in Time and Labor

To define or view task values, use the Customer (CUSTOMER), Task (TASK), Product (PRODUCT1), Project (PROJECT1), Activity ID (ACTIVITY_ID), and User Field 1 (TL_USER_FLD1_PNLG) components. Use the CUSTOMER, TASK, PRODUCT1, PROJECT1, ACTIVITY_ID, and TL_USER_FLD1_PNLG component interfaces to load data into the respective tables for these components.

As noted earlier, task values for Time and Labor prompt tables can be defined in Time and Labor as well as in Human Resources, Project Costing, and Performance Management. In the following sections we discuss:

• Time and Labor pages used to define task values.

  Time and Labor is delivered with empty prompt tables for the following task values: Customer, Task, Product, Project, Activity, and up to five user-defined fields.

• How to create valid values using Time and Labor pages.

• How to view the values defined in Project Costing and Performance Management.

Pages Used to Define and View TL Entities

Creating and Viewing Codes for Project Costing

Access the Project page (Set Up HRMS, Product Related, Time and Labor, Task Elements, Project, Project).

The page you use to create project codes depends on whether Project Costing is integrated with Time and Labor:

• If you're using Time and Labor without Project Costing, use the Project page to create project codes.

• If you're using Project Costing, define project codes in the Project Costing application. You can then use the PC Project Descr page in Time and Labor to view the codes but not to change them.

Creating and Viewing Activity ID Codes

Access the Activity page (Set Up HRMS, Product Related, Time and Labor, Task Elements, Activity, Activity).

The page you use to create activity codes depends on whether Project Costing and/or Performance Management are integrated with Time and Labor.

• If you're using Time and Labor without Project Costing or Performance Management, use the Activity page to create activity codes.

• If you're using Project Costing, you define activity codes in that application. You can then use the PC Activity pages in Time and Labor to view the codes but not to change them.

• If you're using Performance Management (without Project Costing) you define activity codes in the Enterprise Performance Management application. You can then use the View FS Activity page in Time and Labor to view the codes but not to change them.

Creating and Viewing User Fields

Access the User Field 1-5 page (Set Up HRMS, Product Related, Time and Labor, Task Elements, User Field 1, User Field 1).

If you'd like to report time against task elements that are not delivered with Time and Labor, you can define values for up to five user fields. The maximum length varies by user field:

• User Field 1: 10 alphanumeric characters.

• User Field 2: 10 alphanumeric characters.

• User Field 3: 15 alphanumeric characters.

• User Field 4: 20 alphanumeric characters.

• User Field 5: 20 alphanumeric characters.

Note. If you want to re-label the user fields, see the instruction in your PeopleTools PeopleBook.

Note. When values are entered in user fields, the Time Administration process attempts to process the entries in the user-definable elements.

Displaying Task Codes Defined in Project Costing and Performance Management

To display task codes for Project Costing and Performance Management, use the PC Business Unit (TL_BUS_UNIT_TBL_PC), PC Project (PROJECT1_PC), PC Activity ID (PC_PROJ_ACTIVITY), Resource Type (PROJ_RES_TYPE), Resource Category (PROJ_CATG_DEFN), Resource Sub-Category (PROJ_SUBCAT_DEFN), Business Unit PF (TL_BUS_UNIT_TBL_PF), and FS Activity (FS_ACTIVITY_TBL) components.

Prompt tables defined in Project Costing and/or Performance Management are available to Time and Labor through our Publish and Subscribe technology. If you’re using Project Costing or Performance Management, you can view the prompt values in Time and Labor but not change them. To add or delete values, you must update the appropriate Project Costing or Performance Management page.

See Also

Integrating with PeopleSoft Financials and Enterprise Performance Management

Pages Used to Display Task Codes in Project Costing and Enterprise Performance Management

Displaying Business Unit Information

Access the PC Business Unit page (Set Up HRMS, Common Definitions, ChartField Configuration, ChartField Values, PC Business Unit).

The PC Business Unit pages display business unit information defined in Project Costing, if this application is installed.

See Also

PeopleSoft Enterprise Project Costing PeopleBook

Displaying Project Codes

Access the PC Project Descr page (Set Up HRMS, Common Definitions, ChartField Configuration, ChartField Values, Project, PC Projet Descr).

See Also

PeopleSoft Enterprise Project Costing PeopleBook

Displaying Project Information on the Team Members Page

Access the PC Project Team page (Set Up HRMS, Common Definitions, ChartField Configuration, ChartField Values, Project, PC Project Team).

See Also

PeopleSoft Enterprise Project Costing PeopleBook

Displaying Resource Type Codes

Access the Resource Type page (Set Up HRMS, Common Definitions, ChartField Configuration, ChartField Values, Source Type).

Resource type codes are applicable only if you are using Project Costing. You can use the Resource Type page to view any resource codes defined in Project Costing but not to update them.

See Also

PeopleSoft Enterprise Project Costing PeopleBook

Displaying Resource Category Codes

Access the View Project Resource Category page (Set Up HRMS, Product Related, Time and Labor, Task Elements, Resource Category, View Project Resource Category).

Resource category codes are applicable only if you’re using Project Costing. You can use the Resource Category page to view any resource category codes defined in Project Costing.

See Also

PeopleSoft Project Costing PeopleBook

Displaying Business Unit Codes

Access the Business Unit PF page (Set Up HRMS, Product Related, Time and Labor, Task Elements, Business Unit PF, View Business Unit PF).

Business Unit PF codes are applicable only if you are using Performance Management and you are not using People Soft Project Costing. You can use the Business Unit PF page to view any business units defined in Enterprise Performance Management but not to update them.

See Also

PeopleSoft Enterprise ePerformance PeopleBook

Creating Task Profiles

To create task profiles, use the Task Profile (TL_TASK_PROFILE) component. Use the TL_TASK_PROFILE component interface to load data into the tables for this component.

Task profiles enable you to specify default values for the task elements on the task template. You select the specific companies, departments, projects, and other tasks to which you want to allocate a person’s reported time. You also specify how to distribute reported time across tasks: by quantity, by percentage, or by distributing time equally across all tasks.

General rules for task profiles are as follows:

• You can create multiple task profiles from the same task template.

• You can assign multiple task profiles to a taskgroup; however, all of the profiles must be based on the same template that’s linked to the taskgroup.

• Task profiles are optional. If you do not want to use this functionality, you can attach the predefined Nontask task profile to the taskgroup you will assign to time reporters who are exempt from task profile reporting.

Page Used to Create Task Profiles

Creating Task Profiles

Access the Task Profile page (Set Up HRMS, Product Related, Time and Labor, Task Configurations, Task Profile, Task Profile).

Task Template ID	Select the task template associated with this task profile. If you are not interested in task-level reporting, you can select the value PS Non Task in this field.
Send to TCD	Select this check box if you want to make the profile available to one or more time collection device (TCD). (You must also select the Send Task Profiles option on the TCD Type Definition page. The Taskgroup field on the TCD Setup page determines which profiles are sent to the TCD.)

Warning! If you clear the task profile detail, you may invalidate any validated and paid time that has been reported using this task profile.

Allocation Type

Time and labor can be reported in quantities of hours, units, or amounts. Define how you want the reported quantity to be allocated to tasks. (Each task is represented by a row of task entities on the Allocation Detail tabs.)

Allocation Detail

Insert a row for each task (that is, the combination of task-related entities) to which you want to allocate time. For example, specify that 50 percent of a time reporter’s time will be allocated to the product, customer, and task identified on the first row, and 50 percent of the time will be reported to the combination of tasks reported on the second row.

Note. The template you select in the Task Template ID field determines the tabs and fields that appear in the Allocation Detail section of this page.

Select the appropriate value for each of the task-related fields in the row. The system will dynamically adjust the prompt tables for some fields based on commitment accounting and the presence of other PeopleSoft applications.

The following table lists all tabs that can appear on the Task Profile page, along with all fields that can appear on each tab.

See Also

Using Time Collection Devices

Defining and Viewing Task Values in Time and Labor

Understanding Integration

Defining Taskgroups

To define taskgroups, use the Taskgroup (TASKGROUP) component. Use the TASKGROUP component interface to load data into the tables for this component.

A taskgroup represents a group of time reporters with similar time and task reporting requirements. Taskgroups identify the default time reporting template, task template, and task profiles that are valid for members of the taskgroup. The task template you link to the taskgroup determines which task profiles you can attach.

Every time reporter must be associated with a valid taskgroup. You assign an individual to a Taskgroup using the Create Time Reporter Data page or Maintain Time Reporter Data page.

Creating a Taskgroup for Non-task Reporting

To simplify the set up required for non-task reporting, Time and Labor is delivered with a taskgroup, task template, and task profile, each named PSNONTASK.

If you’re not interested in collecting task data, you can create a taskgroup and select PSNONTASK for both the task template and the default task profile. Then select the time reporting templates that identify the additional time elements you’re interested in.

Modifying a Taskgroup

Once you save a taskgroup, you cannot change the commitment accounting option. You can change the time reporting templates, the task template ID, and inactivate task profiles associated with the taskgroup; however, these changes will trigger the Referential Integrity process when you run Time Administration.

See Also

Defining and Viewing Task Values in Time and Labor

Referential Integrity

Page Used to Define Taskgroups

Defining a Taskgroup

Access the Taskgroup page (Set Up HRMS, Product Related, Time and Labor, Task Configuration, Taskgroup, Taskgroup).

Status	The status of the taskgroup appears in this field. If you change the status to Inactive, and the taskgroup is already assigned to time reporters, you will not be able to inactivate the effective-dated row.
Commitment Accounting	Select this check box if your organization uses commitment accounting for this taskgroup. Selecting this option restricts the task templates you can select from in the Task Template ID field. Note. Once you save the taskgroup, you cannot change the commitment accounting option.
Clear Task Profile Detail	Click this button if you’ve already attached task profiles to this taskgroup (in the Valid Task Profiles group box) and now want to change the task template ID. If you’re in update or correction mode, the system will change the status of all task profiles listed in the Task Profile ID grid to Inactive. When you add new task profiles, the inactive profiles will be displayed after the active profiles when you access the page after saving the data. The Referential Integrity process will be triggered, if the system has the Referential Integrity option on the Time and Labor Installation page selected, when you click the Clear Task Profile Detail button.
Task Template ID	Specify the task template you want to associate with this taskgroup. This is a required field. If you selected the Commitment Accounting check box on this page, the prompt table will list only those task templates defined for commitment accounting. The template you select will determine which task profiles you can attach to this taskgroup. If you’re not using task reporting, select PSNONTASK.
Default Task Profile	This field displays the name of the task profile that has been selected as the default for this taskgroup. (You select the default using the Task Profile ID grid.) During the Time Administration process, the system will use this task profile if you have not selected a task profile ID on the time reporter’s Create Time Reporter Data page or Maintain Time Reporter Data page.

Time Reporting Template ID

Both Elapsed and Punch are required fields. Use these fields to specify which time reporting templates apply to members of this taskgroup.

Valid Task Profiles

Use the grid to attach one or more task profiles to the taskgroup. You will also select the default task profile for members of the taskgroup.