Using Manager Self-Service Components for Time Management and Reporting

This chapter provides an overview of manager self-service components for time management and reporting and discusses how to:

• Navigate in Time and Labor self-service pages for managers.

• Report time.

• Manage time.

• View time management calendars.

• Manage overtime requests.

Understanding Manager Self-Service Components

The manager self-service components enable managers to review, add, update, and delete (where appropriate) time and labor information for their direct reports.

Note. Managers cannot access their own information using the Manager Self Service component; they use the Employee Self-Service component to report and access their time.

See Using Self-Service Components.

Manager Self Service components include:

• Time and Labor Launch Pad for managers (TL_LPAD_MSS_PNLG).

  Enables managers to view their employee information regarding reported and scheduled time for a month at a time. It also enables them to navigate to other manager self-service transaction pages.

• Manage Schedules (SCH_MNG_PERIOD).

  Enables managers to adjust a time reporter's schedule.

  See Timesheet Display: Self-Service Versus Manager Self-Service.

• Assign Work Schedule (SCH_ASSIGN).

  Enables a manager to assign an employee's work schedule.

• Time Sheet (TL_MSS_EE_SRCH_PRD).

  Enables managers to report or adjust their employee's time and task details for a day, week, or time period for punch and elapsed time. It also allows managers to approve or deny an employee's time.

• Approve Payable Time (TL_SRCH_APPRV_GRP).

  Enables a manager to approve an employee's payable time.

  See Approving Payable Time.

• Mass Time for managers (TL_MASS_TIME_ESS).

  Enables managers to report an employee's time in several ways. They can report time according to the employee's schedule for a specified date or date range. They can also specify a lump sum amount to be distributed according to the employee's schedule or specify multiple time transactions, to be applied to each day in the time period.

• Overtime Requests (TL_OT_HISTORY_LIST).

  Enables manages to view recent overtime requests and approve or deny them.

• Overtime Request Details (TL_OT_RQST_DTL).

  Enables managers to view the details for an overtime request and either approve or deny the request.

• Overtime Balances (TL_OT_BALANCES).

  Enables managers to view service dates, overtime balances for the current period and year-to-date, and overtime limits for a group of employees.

• Compensatory Time (TL_COMPTIME_PNL).

  Enables managers to view employee compensatory time balance and compensatory time expiration information.

  See Viewing Compensatory Time and Expiration.

• Exceptions (TL_MNG_EX_PNL_GRP3).

  Enables managers to view, allow, and clean up exceptions associated with their employee's reported time.

  See Managing Exceptions.

• Payable Time Summary (TL_TM_MPAY_SUMM_PG).

  Enables managers to view employee's payable time that has been calculated by the system from a schedule or reported time.

• Payable Time Detail (TL_MNG_PAY_VIEW_DT).

  Enables managers to view details about their employee's payable time.

• Forecasted Time Summary (TL_TM_SPAY_SUMM_PG).

  Enables managers to view a forecasted summary of their employee's payable time for a future or current period. This payable time is calculated based on the employee's schedule or time reported for a specified date.

• Forecasted Time Detail (TL_MNG_SPAY_VIEW_D).

  Enables managers to view details about their employee's forecasted payable time.

• Daily, Weekly or Monthly (Time) Calendar Views (TL_WV_DAILY_CAL, TL_WV_WEEKLY_CAL TL_WV_MONTHLY_CAL).

  Enables managers to compare reported time, payable time, and scheduled time for their employees.

• Manager Search Options (TL_MSS_SRCH_OPTION).

  Allows a manager to specify the default search criteria and display options that will appear for employee searches, used on the various manager pages.

Employee Selection Criteria

The Employee Selection Criteria grid is a common component that appears on many of the self service pages that managers use in Time and Labor. This component is described in the Using Manager Self Service for Scheduling Components chapter.

See Setting Up Manager Search Options.

Roles

The self service components can be used by both the employee and the manager; therefore, we deliver definitions for these roles and define a menu for each role.

Note. In this chapter, we use the term employee to refer to all people who work for and report time at the organization. This can include regular employees as well as contractors and other temporary assignment workers.

Security

The user profile that you create for each individual who accesses the self-service components determines the internet pages that the user can access by default. Create user profiles by using the User Profiles component (USERMAINT). Assign a role to each user profile, which is linked to access control lists. Each access control list identifies pages that individuals can access. To modify the access for specific internet pages for each role, modify the access control list for the user's role. Define which data the user can access in the user profile.

For the Manager Self Service, Time Management pages that display a list of employees, the following determines which employees the manager has access to:

1. Determine the row security permission list that is assigned to your user ID on the User Profiles - General page.

2. If you use group security in Time and Labor, this row security permission list should be associated with dynamic and static groups that you have created.

3. If you decide not to use group security and do not have groups assigned to your row security permission list, the default is the use of departmental security.

   Departmental security is derived by determining the department ID and then investigating who you have access to in the department, as well as the departments that are set up as children nodes on the departmental security tree.

4. If you do use group security within Time and Labor, make sure the dynamic groups are refreshed to the date that you need, to have the most up-to-date inclusion of employees in the list.

For all pages that you use to access time reporter information in the Time and Labor system, we derive the view of time reporters based on the criteria above.

See Also

Managing Time

Enterprise PeopleTools PeopleBook: Security Administration

Navigating in Time and Labor Self-Service Pages for Managers

There are several ways to access self-service transactions:

• The Time Management page (for managers).

• Standard menu path navigation.

Time Management Page

This page includes links to all Time and Labor self-service transactions that pertain to the manager. The user can also click a link to return to the Manager Self Service page.

Standard Menu Navigation

The standard menu-driven navigation is the traditional PeopleSoft access method.

Using Time and Labor Launch Pad Pages for Managers

This section discusses how to:

• Specify employee information.

• View employee time.

• Set up application suites.

Pages Used to Specify Time and Labor Launch Pad Information for Managers

Specifying Employee Information

Access the Time and Labor Launch Pad - Select Employee page (Click the employee name link on the Time and Labor Launch Pad - Select Employee page).

Note. The previous screenshot does not display the entire page. Scroll to the right on your system to view the entire page

Enter values in the Employee Selection Criteria grid and click the Get Employees button to return a list of employees.

See Setting Up Manager Search Options.

Viewing Employee Time

Access the Time and Labor Launch Pad page by clicking an employee name link.

When you first enter the Launch Pad page, the current month and year are displayed by default.

At any given time, any day in the calendar may display the following values: X, P, E, $, F, or R.These values indicate that there is information about reported time for that day. For example, suppose E appears for one day on the calendar. This means that the employee has elapsed time reported for that day. If $ appears, it means that payable time exists for that day. See the bottom of the Launch Pad page for a description of each of the values. If any of the days are highlighted or linked, that indicates that the day has elapsed time, punch time, payable time, exceptions or recommended attendance actions associated with that day. Click the day to view the time reporting details that exist for that day.

Finally, if you want to navigate to a different part of the system to perform other transactions or just to get more information, use the Go field at the bottom of the page. Select the application item that you want to navigate to from the drop-down list, click the Go button, and navigate to the feature that you selected. Depending on how the application suites are set up, different options are available for the Go field.

Setting Up Application Suites

Access the Application Suites page (Set Up HRMS, Product Related, Time and Labor, Launch Pad Navigation Suites, Application Suites).

There are two application suites that apply to the Self-Service components: the Time Management Application Suite and the Time Reporting Application Suite. The Time Management Application Suite is used to set up the Go field on the Time and Labor Launch Pad page for managers. Likewise, the Time Reporting Application Suite is used to set up the Go field on the Time and Labor Launch Pad page for employees. Both suites are delivered with the system. For each one you set up, specify which application items the users (managers or employees) can access via the Go field on the Time and Labor Launch Pad page.

Note. Only the items for which the user has Permission List access are available in the Go drop-down list box. For example, the Time Management Application Suite may have access to Adjust Payable Time, but the user may not. In that case, Adjust Payable Time would not be available to that specific user in the Go drop-down list box.

See Also

Adjusting Time

Application Items for Managers

Eighteen application items are available to managers through the Time Management application suite:

Application Items Descriptions

Working with Application Items

Access the Application Items page (Set Up HRMS, Product Related, Time and Labor, Launch Pad Navigation Suites, Application Items). .

Save	Click the Save button for the application items to appear in the Go function's drop-down list box on the Time and Labor Launch Pad page.

Reporting Time

This section lists common elements and discusses how to:

• Assess employees' time at a summary level.

• Enter, view, or change employee's time.

• Use mass time.

• Select employees for mass time.

Common Elements Used in this Section

Pages Used to Report Time

Assessing Employees' Time at a Summary Level

Access the Report Time — Timesheet Summary page (Manager Self Service, Time Management, Report Time, Timesheet, Report Time – Timesheet Summary).

Note. The previous screenshot does not display the all of the fields on the page. Scroll to the right to view the entire page on your system.

The Report Time—Timesheet Summary page is the initial interface for managers to approve or deny time for their employees. This page provides managers with the following functionality:

• Summary information about their employee's reported hours, based on the date range specified.

• Summary totals for each employee indicating hours needing approval, total reported hours, total scheduled hours, hours that have already been approved, and hours that have been denied.

• Summary totals of time reported to TRC Categories defined by the customer.

• Details of time that has been submitted by the employee versus time that is still in a saved, not submitted, status.

• Access to approve or deny time for an individual or group of employees.

• Access an employee's timesheet where a manager can view or edit details about the time reported.

• Ability to scroll from one day or week to the next to review if there are employees needing time approved.

• Ability to filter on employees with exceptions.

• Employee details such as Job Description, Department, Workgroup, or other fields specified on the manager search options page.

• Ability to navigate quickly to and from the Report Time – Timesheet Summary page.

• An icon is displayed in the Reported Absence column if absence data exists for an employee within the date range that you specify on the Timesheet Summary page.

  Managers cannot approve absence events using the Approve Reported Time Summary page. Managers must access the employee's detailed timesheet to approve an absence event.

See Approving Reported Time.

The Report Time – Timesheet Summary page includes these fields:

See Also

Approving Reported Time

Entering, Viewing, or Changing Employee's Time

Access the Timesheet page (Manager Self Service, Time Management, Report Time, Timesheet, Report Time – Timesheet Summary, click the employee name link on the Report Time – Timesheet Summary page).

Apply Rules	Click this button to launch an online process that immediately applies rules to the reported time. If the rules are applied successfully, this Payable Time Detail page is displayed and the payable time status is set to Submitted. If exceptions are created, the Exceptions page is displayed. Note. This button is displayed if the Run On-line Rules check box is selected on the TL Installation page during implementation.
Clear	Click this button to remove entries from the gird that have not been saved or submitted.
Apply Schedule	Click this button to populate the grid for the selected View by period of time based on the time reporter's schedule. Note. Clicking this button only populates, based on the time reporter's schedule, the week, day or period that is displayed that does not already have entries that have been submitted or saved.

See Also

Timesheet Display: Self-Service Versus Manager Self-Service

Using Mass Time

The Mass Time Reporting feature enables a manager to report time in several different ways for their employees by using a template type format. The user is asked a series of questions about who they want to report time for, when they want to report the time for, and how they want to report that time. Depending on how the user answers the questions, the system generates time for a specific person or group and for either a specific date or a range of dates.

Managers use Mass Time Reporting to save time and keystrokes when reporting time. It enables the manager to easily report time using an employee's schedule, or to report different attributes of time for a period rather than having to enter them in manually for each day in the specified period.

Note. To use Mass Time Reporting, the time reporter must be assigned to a schedule.

Selecting Employees for Mass Time

Access the Mass Time - Select Time Reporters page (Manager Self Service, Time Management, Report Time, Mass Time, Mass Time - Select Time Reporters).

See Using Mass Time.

Managers can use this page to report time for an employee or a group of employees using Time and Labor's Group Security. To report time for more than one person at the same time, the selected employees must share some of the same time reporting attributes. For example, suppose that you are reporting time for a group of employees using a specific time reporting code (TRC), that time reporting code must exist in the TRC programs to which the employees are assigned. Otherwise, the system generates an exception to indicate that the reported TRC is not in the specified employee's TRC program.

See Using Mass Time.

Information on the Mass Time Reporting pages is included in the Using Self-Service Components chapter.

See Also

Using Mass Time

Managing Time

This section discusses how to:

• View a summary of payable time.

• View details of payable time.

• View a summary of forecasted payable time.

• View details of forecasted payable time.

• View employee accumulators.

Pages Used to Manage Time

Viewing a Summary of Payable Time

Access the Payable Time Summary page (Manager Self Service, Time Management, View Time, Payable Time Summary, Payable Time Summary. Enter employee selection criteria and click the employee name link).

The Payable Time Summary page displays one week's payable time. The time is allocated by date, then by TRC, and then by task. For example, suppose an employee's task profile specifies that time should be allocated 50 percent to one task and 50 percent to another, then you would see two rows for the same date and TRC. You can view the details of how the time is allocated on the Payable Time Details page.

Note. Time that has High severity level exceptions associated with it doesn't appear on this page because it is not considered payable time. Time that has Low or Medium severity level exceptions associated with it will create payable time and display on this page.

Viewing Details of Payable Time

Access the Payable Time Detail page (Manager Self Service, Time Management, View Time, Payable Time Detail, Payable Time Detail).

This page displays each day's payable time, including the time reporting code for the time. The employee can manually enter the TRC, or the system can generate it automatically during time reporting. The system also displays the number of units, amounts, or hours for the TRC. This value must be within the minimum and maximum quantity set for the TRC. The TRC type determines if this value is amounts, units, or hours. The system displays the date of the reported time and the current status of the payable time. The payable status records the progress of payable time through its different stages.

Viewing Forecasted Payable Time

Access the Forecasted Time Summary page (Manager Self Service, Time Management, View Time, Forecasted Time Summary, Forecasted Time Summary. Click the employee name link).

The Forecast Payable Time feature enables you to estimate what your payable time is either for the current period or for some time period in the future. It uses reported time, scheduled time, or both to calculate what the payable time is for a specified time period. For example, if you are a manager in a retail store where schedules change constantly, you are probably concerned about the number of employees who work overtime. You may want to estimate payable time for the current period and review which employees are approaching overtime limits. By using the Forecast Payable Time feature, the system looks at how many hours your employees have reported so far in the period, and also what their remaining scheduled hours are. The Forecast Payable page shows you what their estimated payable time will be and, from there, you will know if any of your employees are approaching overtime.

Payable time is forecasted in two ways:

• Forecast time for a month or for a specific date using the Time and Labor Launch Pad.

• Forecast time for a period using the Time Administration Run Control.

Note. Forecasted Payable Time is not actual Payable Time. To generate Payable Time, you must use the normal processes for creating payable time.

The Forecasted Time Summary page displays one week's estimated payable time. The system allocates time based on the TRC, and displays the total quantity of hours for each TRC to which time was reported or generated by the rules process within the date range specified.

Viewing Accumulators

Access the Accumulators page (Manager Self Service, Time Management, View Time, Accumulators, Accumulators).

If you enter a range of dates in this page per employee, you will see per accumulator TRC, what the accumulated total (QTY) is associated to that TRC as of that date range. The accumulators will keep getting added to, they are not decreased from or restarted. The accumulator totals per employee are stored in TL_IPT1_CNT table.

Using Manager Time Calendar Views

This section provides an overview of Time Calendar views, common elements used with time calendar pages and discusses how to:

• Select time calendar view criteria

• View daily, weekly and monthly time calendars.

Understanding Manager Time Calendars

Time and Labor time calendar views provide assistance to optimally manage workforce resources by offering up-to-the-minute information on time reporter groups and time related events. This information can include which time reporters are scheduled, those present, those available, and other information such as training and absences. This information is viewable on a daily, weekly or monthly time calendar and includes drill down capability to view lower level details.

Time and Labor time calendar views enable managers to properly determine current resource allocation and adjust resources for maximum productivity and profitability. Managers can respond quickly to changing scheduling needs and time reporter requests. Managers can also view prior periods to assess past scheduling effectiveness and resource allocation.

Each time calendar page consists of a set of instructions, a viewing options menu to select the type of information to view on the time calendar, the time calendar grid itself that displays time reporter information and a legend that details the colors and codes used in the time calendar display.

The daily time calendar view page enables managers to view daily time information broken down by the hour. This time information can include those time reporters currently present, those scheduled later in the day and those who are scheduled off or have not yet arrived. Since managers can also view current overtime allowances, immediate decisions can be made addressing the overtime concerns for an individual time reporter or a group of time reporters.

The weekly and monthly time calendar view pages enable managers to analyze recorded time data and plan future schedules. Using prior period time calendar views, managers can view time reporters' overtime hours, completed training, and absence history. Managers can use this information to review time reporters' approaching overtime limits for example, allowing managers to respond to scheduling needs and take immediate action to avoid excessive overtime. Viewing future periods on the time calendar view pages enable managers to preview scheduled training and absences and make adjustments to schedules as necessary.

Note. The absence display functionality requires the installation of PeopleSoft Absence Management. The training display functionality requires the installation of PeopleSoft Human Resources (Administer Training business process) or Learning Management and implementation of the Administer Training .

Note. Each manager calendar view page contains several sections of information. While the actual time calendar section changes based on the daily, weekly or monthly selection made, the rest of the page remains largely the same, providing general information for interpreting the calendar page.

While you can select to view different groups of time reporters in the View Criteria section of the Time Calendar page, the system defaults to the time reporters assigned to the manager signed on to the page.

Viewing Time Calendars

The time calendar view design presents a grid with each time reporter listed, by name, on the left side of the page. To the right of the Time Reporter column is the Job Title column, showing each time reporter's job title. The Exceptions and No Show columns display only when there is exception or "no show" information to display for a time reporter. The No Show column displays only on the daily calendar.

For elapsed time reporters the Elapsed column displays the time rather than the time slots. When more than one time event has occurred for the selected time period (more than one TRC reported) the hours of all of these events are totaled and displayed using the color/symbol for the event with the highest priority. Only reported hours are used in the calculation of total hours for the period.

For training and absence, the system displays requested and approved hours when no hours are reported. These hours are not included in the Sum column.

For holidays, if hours are not reported but are scheduled, the system displays the quantity of scheduled hours; otherwise, the grid displays reported hours. These hours also do not calculate in the Sum column unless the hours were reported to a TRC that is associated with a TRC List defined on the Options page.

Common Elements Used in This Section

Pages Used to View Manager Time Calendars

Selecting Time Calendar View Criteria

Access the Daily, Weekly, or Monthly Time Calendar – View Criteria group box (Manager Self-Service, Time Management, View Time, Daily, Weekly or Monthly Time Calendar).

Each of the calendar viewing pages enables you to select the types of information you choose to view. The viewing options must first be defined on the Calendar View Options page. The available viewing options display above the calendar. This flexible design enables you to adjust the criteria so that you view exactly the information you need. By selecting the check box next to the option you want to add to the view, you can build a multi-layered view of the schedule.

Note. Though absence, overtime and training information can be selected to display on all calendar views, the type of information displayed depends on the period being viewed and implementation of PeopleSoft Absence Management (for absences) and PeopleSoft Human Resources Administer Training or PeopleSoft Learning Management for training data. Time and Labor uses the Scheduled Time Fullsync and Scheduled Time Sync application messages to pull training data from ELM to the HCM database. For more detailed information on these selections, see the page description for the specific view.

Viewing Daily Time Calendars

Access the Daily Time Calendar page (Manager Self-Service, Time Management, View Time, Daily Time Calendar, Daily Time Calendar).

This page provides an overview of a manager's time reporters' work time on a specified day. When accessing the page, all time reporters for the manager are listed and reported time for the current day (00:00 – 23:00) is displayed.

The Sum column displays the total time recorded for each time reporter for the selected viewing period. For punch time reporters, the sum represents the time between each in and out punch. If no out punch exists, the lesser of either current time or the selected period end time is used as the out time for the calculation.

On the daily calendar for example, if a time reporter records an in punch at 1:00 p.m. and the selected calendar view range runs from 8:00 am to 4:00 p.m., the sum would report four hours for this time reporter. For elapsed time reporters, the Sum column will display reported hours that are associated to TRCs that were found in the TRC List(s) designated on the View Options page.

On the daily calendars, punch time reporters recorded punch times display in the applicable time slot using the color/symbol for the Default Reported/Payable Time. If a symbol is specified for the time event, the punch time is preceded by the symbol and a dash. If a subsequent punch time event occurs within the same time slot, the time of this next event is appended with a dash separating the times. For time slots where no actual punches occur that are subsequent to a time-in punch and prior to a time-out punch, the color/symbol alone is displayed. For a time where a scheduled event such as training also occurs (the Show Training option must be selected) the color/symbol with the highest priority displays in the time slot.

Viewing Weekly and Monthly Time Calendars

Access the Weekly or Monthly Time Calendar page (Manager Self-Service, Time Management, View Time, Monthly Time Calendar, Monthly Time Calendar).

Note. The previous screenshot does not display the entire page. Scroll to the right on your system to view all of the fields on the page.

The Weekly and Monthly Time Calendar pages provide managers with an overview of their time reporters' reported time and other time related data for a specific week or month.

If reported or payable time exists for a time reporter, the hours quantity displayed in the cell is associated to that reported or payable time. The time displays as a link in the cell. If multiple TRCs are reported by a time reporter for a specific date, the reported or payable hours appear for that date with the color and symbol for the TRC with the highest priority appearing as the link. Click this link to view details on the reported or payable time.

If no reported or payable time exists but another time event item does, the quantity and symbol (if Show Symbolsis selected) of the next highest priority item will the cell displays.

The Sum column displays the total time for the selected viewing period. For punch time reporters, the sum represents the time between each in and out punch.

If no out punch exists, the system uses the end of the day (24:00); if no in punch exists, the system uses the beginning of the day (00:00).

See Also

Setting Up Manager Time Calendar View Options

Managing Exceptions

Managing Time

Using Self-Service Components

Managing Overtime Requests

This section provides an overview of self-service overtime request transactions and discusses how to:

• View employee overtime requests.

• View the details of an overtime request.

• View overtime balances and limits (managers).

• Approve and deny multiple overtime requests.

• Approve single overtime requests.

Note. To take full advantage of this feature, it is recommended that you keep payable time up to date in order to populate Actual and Projected Overtime Hours. Also, ensure that you have time periods for the overtime limits built out as far in the future as you expect overtime to be requested.

Understanding Overtime Request Transactions

With Time and Labor, employees can enter overtime requests for a future date through a Web browser page and receive approval or denial notices. Managers can view overtime requests through the Web, quickly check the amount of overtime that employees have worked to date, and approve or deny requests, entering comments that explain why.

Managers can approve or deny overtime requests through the Approve Overtime Requests page or the Overtime Request Details page.

Pages Used to Manage Overtime Requests

Viewing Employee Overtime Requests

Access the View Overtime Requests - Overtime Requests page (Manager Self Service, Time Management, View Time, Overtime Requests, View Overtime Requests, click an employee name link).

When the page is first accessed, this group box lists up to three of the employee's most recent overtime requests and the status of each request: Submitted, Approved, or Denied. If there are more than three requests and you want to see all of them, select the View All Requests check box and click View Requests.

• To view requests for a different month, select the month and year and click View Requests.

• To view the approval details for a request or see comments that were submitted with a request, click the overtime date.

  The Overtime Request Details page appears. To view all requests, check the View All Requests check box and then click the View Requests button.

Viewing the Details of an Overtime Request

Access the View Overtime Requests — Overtime Requests Details page (Manager Self Service, Time Management, View Time, Overtime Requests, View Overtime Requests, click an employee name link, then click an overtime date on the View Overtime Requests page).

This page is the same as the Overtime Request Details page that employees can access.

See Also

Viewing Details of an Overtime Request

Viewing Overtime Balances and Limits (Managers)

Access the Overtime Balances page (Manager Self Service, Time Management, View Time, Overtime Balances).

Overtime Information

Approving and Denying Multiple Overtime Requests

Access the Approve Overtime Requests - Select an Employee Request page (Manager Self Service, Time Management, Approve Time and Exceptions, Overtime Requests, Approve Overtime).

To approve or deny requests:

1. Identify the requests to approve or deny by:

   • Select the check box next to the requests, or

   • Click the Select All check box to select all unapproved requests.

2. Click the Approve Selected or Deny Selected button.

See Enabling Workflow.

Examples: Projected Overtime Hours Calculations

These examples illustrate various scenarios for Projected Overtime Calculations based on variations in requested and actual overtime hours and period definitions.

• Example 1: Requested overtime hours with no actual overtime hours in the period.

  • Overtime limit = 8 hours per PSMONTH Time Period.

  • Current month = March 2002.

  • Month for overtime requests = March 2002.

    Name	Overtime Date	Requested OT Hours	Actual OT Hours in Period	Projected OT Hours in Period
    Mary Agar	3/20/02	8	0	8
    Mary Agar	3/21/02	8	0	16
    Mary Agar	5/5/02	8	0	8

• Example 2: Actual overtime hours in payable time that match hours requested for overtime.

  • Overtime Limit = 8 hours per PSMONTH Time Period.

  • Current month = March 2002.

  • Month for overtime requests = March 2002.

    Name	Overtime Date	Requested OT Hours	Actual OT Hours in Period	Projected OT Hours in Period
    Mary Agar	3/1/02	8	0	8
    Mary Agar	3/5/02	12	0	20
    Mary Agar	3/9/02	5	8	25
    Mary Agar	3/12/02	8	8	33
    Mary Agar	3/17/02	7	20	40

    Note. The system does not count the 20 hours of actual overtime hours in payable time because they were already requested on March 1, 2002 and March 5, 2002.

• Example 3: Requested overtime hours and actual overtime hours in payable time that do not match requested overtime hours.

  • Current month = March 2002.

  • Month for overtime requests = March 2002.

    Name	Overtime Date	Requested OT Hours	Actual OT Hours in Period	Projected OT Hours in Period
    Mary Agar	3/01/02	8	0	8
    Mary Agar	3/02/02	8	4	20
    Mary Agar	3/10/02	8	8 (4 hrs from 3/2 & 4 hrs from 3/10/02)	32

    Note. The system adds the actual overtime hours to the projected overtime hours if they do not match requested overtime hours.

• Example 4: Requested overtime hours and additional actual overtime hours generated from rules, as well as actual overtime hours that match requested overtime hours.

  • Current month = March 2002.

  • Month for overtime requests = March 2002.

    Name	Overtime Date	Requested OT Hours	Actual OT Hours in Period	Projected OT Hours in Period
    Mary Agar	3/01/02	8	0	8
    Mary Agar	3/02/02	8	8	16
    Line not shown on page, overtime hours generated in payable time from rules.	3/04/02		16	24
    Mary Agar	3/10/02	8	16	32

    Note. On March 4, 2002, there were eight hours of overtime generated from rules, that were not requested. These are added to the projected overtime hours behind the scenes because there is no overtime request for this date. The Time Administration process has not yet been run for March 10, 2002.

Approving Single Overtime Requests

Access the Approve Employee Overtime - Overtime Request Details page (Manager Self Service, Time Management, Approve Time, Overtime Requests, click the date link of the overtime request on the Approve Overtime Requests page).

This page is the same as the Overtime Request Details (view) page, but contains these additional fields: