Skip Headers

Oracle Time and Labor Implementation and User Guide
Release 12.1
Part Number E13521-09
Go to Table of Contents
Contents
Go to previous page
Previous
Go to next page
Next

OTL Rollback Processes for Payroll

Overview of the OTL Rollback Processes for Payroll

You use the OTL Rollback processes for payroll to roll back data populated into Oracle Payroll's BEE interface via the Transfer Time from OTL to BEE process, Transfer to BEE process, and Transfer to BEE (Retro) process.

Rollback of timecards (OTLR and Non OTLR) involves reversing the entries in Payroll and enabling the timecards for retrieval again.

OTLR timecards are the timecards for which OTL Rules Evaluation preference is set to Yes.

See: Self-Service in Default Preferences

OTLR timecards are coupled with Payroll period tightly, and hence the application require two different processes to effectively simplify the rollback processes for OTLR and Non OTLR timecards. An OTLR timecard can never be rolled back with OTL: Rollback Non OTLR timecards process and vice versa. These validations are built into the processes.

Additionally, note the following:

The OTL Rollback Processes for Payroll include the following concurrent programs:

For more information, see: OTL: Rollback Framework for Payroll Retrieval Whitepaper, My Oracle Support Note: 1468700.1.

Running the OTL: Rollback Non OTLR Timecards Process

You use the OTL: Rollback Non OTLR Timecards Process to roll back data populated to Oracle Payroll's BEE interface via the Transfer Time from OTL to BEE process for Non OTLR timecards.

Run this process to rollback any Non OTLR timecards either fully or partially. Based on the parameters you select, this process displays a detailed output of all processed timecards and batches. The application displays a warning if at least one of the timecards processed ends in an error during Rollback.

You run the OTL: Rollback Non OTLR Timecards Process from the Submit Requests window.

To run the OTL: Rollback Non OTLR Timecards Process

  1. In the Submit Requests window, enter OTL: Rollback Non OTLR Timecards as the Name.

  2. In the Parameters window, select the Mode. This is a mandatory field. By default, this is Validate Only. Run the process in a validate mode to view information about how the Rollback would have processed. This mode does not actually execute the rollback. You can run the process repeatedly in this mode without rolling back the timecards to validate your results. Select the Validate and Execute mode to run the process in a complete mode, validating and executing the Rollback. You can run the process only once in the Validate and Execute mode.

  3. Enter the Start Date. This defines the start of the date range for the timecard period. The application selects and processes only those timecards that are completely included in the date range. For example, if the timecard starts on 1 January, and start date specified is 3 January, then the application will not select that timecard.

  4. Enter the End Date. This defines the end of the date range for the timecard period. The application selects and processes only those timecards that are completely included in the date range. For example, if the timecard ends on 1 January, and end date specified is 30 December, then the application will not select that timecard.

  5. The following selections are optional and limit your rollback to the selection you make. If you select one or more of the following, your transfer will be specific to only the criteria entered for each option.

  6. Select the Rollback Mode from the list. You can choose from:

  7. 7. Select a value from the Transferred Batch Action list to select how the process should complete if it encounters a batch with a status Transferred in BEE ( Batch lines transferred to Element Entry). You can choose from:

  8. Click OK and then click Submit your request.

Running the OTL: Rollback OTLR Timecards Process

You use the OTL: Rollback OTLR Timecards Process to roll back data populated to OTLR’s Entry/Validation/Approval window via the Transfer Time from OTL to BEE process. Additionally, this program enables you to complete rollback of timecards transferred from OTLR to BEE using Validate and Transfer processes. The process creates an Output file that displays the details of the timecard in OTLR before and after rollback. There is also an option to define the extent of rollback, either from BEE to OTLR(OTM) or BEE to OTLR to OTL(Time Store). The application displays a warning when at least one of the timecards processed encounters an error.

You run the OTL: Rollback OTLR Timecards Process from the Submit Requests window.

To run the OTL: Rollback OTLR Timecards Process

  1. In the Submit Requests window, enter OTL: Rollback OTLR Timecards as the Name.

  2. In the Parameters window, select the Mode. This is a mandatory field. By default, this is Validate Only. Run the process in a validate mode to view information about how the Rollback would have processed. This mode does not actually execute the rollback. You can run the process repeatedly in this mode without rolling back the timecards to validate your results. Select the Validate and Execute mode to run the process in a complete mode, validating and executing the Rollback. You can run the process only once in the Validate and Execute mode.

  3. Select the Payroll. This is a mandatory field and enables you to select the payroll to roll back.

  4. Select the Time Period. You can select a time period only after you select a payroll to designate the payroll period.

  5. The following selections are optional and limit your rollback to the selection you make. If you select one or more of the following, your transfer will be specific to only the criteria entered for each option.

  6. Select the Batch Reference from the list.

  7. Select a Batch Name from the list. These batches are not retro batches, but the actual batch that the timecard was first created in BEE.

  8. Select the Transferred Batch Action from the list to indicate how the process should complete if it encounters a batch with a status Transferred in BEE ( Batch lines transferred to Element Entry). You can choose from:

  9. Select a value from the Rollback Timecards To list. You can choose between OTM and Time Store. Choose OTM to roll back timecards to remove all details from BEE, and have them transferred afresh from OTLR. Alternatively, choose Time Store if you require to roll back timecards completely from OTLR to OTL so that you attempt a transfer again.

  10. If you selected Time Store from the Rollback Timecards To list, then the application enables you to select an option from the Action on Changes in OTM list. A timecard originally created via Self-Service/Time Keeper/API and transferred to OTLR with Transfer time from OTL to BEE is available in the Entry/Validation/Approval screen for modification. There may be additions to timecards entered in this screen. These details cannot be rolled back to OTL. You can choose from:

  11. Click OK and Submit your request.

Running the OTL: Rollback Batches from BEE Process

You use the OTL: Rollback Batches from BEE process to roll back data populated to Oracle Payroll's BEE interface via the Transfer to BEE process.

The process is equipped with the same parameters as the Transfer to BEE process to identify batches. The process handles only Normal batches created from OTLR( not retro batches). An additional option of rolling back only a single person’s timecard is provided. The process ends with a warning when at least one of the timecards processed encounters an error.

You run the OTL: Rollback Batches from BEE process from the Submit Requests window.

To run the OTL: Rollback Batches from BEE Process

  1. In the Submit Requests window, enter OTL: Rollback Batches from BEE as the Name.

  2. In the Parameters window, select the Mode. This is a mandatory field. By default, this is Validate Only. Run the process in a validate mode to view information about how the Rollback would have processed. This mode does not actually execute the rollback. You can run the process repeatedly in this mode without rolling back the timecards to validate your results. Select the Validate and Execute mode to run the process in a complete mode, validating and executing the Rollback. You can run the process only once in the Validate and Execute mode.

  3. Select a Starting Batch from the list. This is a mandatory field and enables you to choose the batch name to rollback. If a given timecard is modified further with retro batches, it will not be available in the list.

  4. Select a Ending Batch from the list. If a given timecard is modified further with retro batches, it will not be available in the list.

  5. Select a Batch Reference from the list to select a batch reference for a batch that is transferred to BEE.

  6. Select a Person from the list to rollback the specific person’s timecard from the batch.

  7. Select a value from the Transferred Batch Action list to choose how the process should complete if it encounters a transferred batch. This field is enabled only if you have selected a person. If a person parameter is not selected, a batch is eligible for rollback only if it is of status Unprocessed. You can choose from

  8. Click OK and Submit your request.

Running the OTL: Rollback Batches from BEE(Retro) Process

You use the OTL: Rollback Batches from BEE (Retro) process to roll back data populated to Oracle Payroll's BEE interface via the Transfer to BEE (Retro) process.

This has the same parameters as the Transfer to BEE (Retro) program. The process is equipped to rollback only Retro batches created from OTLR. The process completes with a warning when at least one timecard encounters an error. The application does not allow rollback by creating Reversal batches for this program because retro batches usually are one each per timecard. To roll back a retro batch with status Transfer (in BEE) to OTLR, use the BEE Batch Process (Rollback), without affecting other timecards. Run the OTL: Rollback Batches from BEE (Retro) process after you have run the BEE Batch Process (Rollback).

You run the OTL: Rollback Batches from BEE (Retro) process from the Submit Requests window.

To run the OTL: Rollback Batches from BEE (Retro) Process

  1. In the Submit Requests window, enter OTL: Rollback Batches from BEE (Retro) as the Name.

  2. In the Parameters window, select the Mode. This is a mandatory field. By default, this is Validate Only. Run the process in a validate mode to view information about how the Rollback would have processed. This mode does not actually execute the rollback. You can run the process repeatedly in this mode without rolling back the timecards to validate your results. Select the Validate and Execute mode to run the process in a complete mode, validating and executing the Rollback. You can run the process only once in the Validate and Execute mode.

  3. Select a Starting Batch from the list. This is a mandatory field and enables you to choose the batch name to rollback. The list of values displays only retro batches. If a timecard is further modified with multiple retro batches, the list of values will display only the last retro batch.

  4. Select a Ending Batch from the list.

  5. Select a Batch Reference from the list to select a batch reference for a retro batch that is transferred to BEE.

  6. Click OK and Submit your request.