Using Self-Service Components

This chapter provides an overview of self service components for employees and discusses how to:

Click to jump to parent topicUnderstanding Self-Service Components

The self-service components enable employees to review, add, update, and delete (where appropriate) their time and labor information. Self-service components include:

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 in the organization. This can include regular employees as well as contractors and other temporary workers.

Click to jump to parent topicNavigating in Time and Labor Home Pages

There are several ways to access self-service transactions:

Self Service Page

The Self Service page present a simple user interface design and directs navigation for the end user.

The links that appear on the page depend on which collaborative applications were purchased and whether the products are selected in the Installation Table.

Time Reporting Page

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

Standard Menu Navigation

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

Click to jump to parent topicUsing Time and Labor Launch Pad Pages for Employees

This section discusses how to:

Click to jump to top of pageClick to jump to parent topicPages Used to Specify Time and Labor Launch Pad Information for Employees

Page Name

Definition Name

Navigation

Usage

Time and Labor Launch Pad

TL_LAUNCH_PAD

Self Service, Time Reporting, View Time, Time and Labor Launch Pad, Time and Labor Launch Pad

View which days in the specified month have payable time, forecasted payable time, reported elapsed time, reported punch time, exceptions, and recommended actions associated with each exception.

You can change the calendar view to display time sheet information, forecasted payable time, the actual number of payable hours (detail and summary), or scheduled hours that were reported for each day.

Use the Time and Labor Launch pages to navigate to other Time and Labor pages enabling the user to manage all aspects of their time.

Details

TL_LAUNCH_PAD_DLY

Click the Date link on the Time and Labor Launch Pad page to access the Details page. The Details page provides more information on the Reported Elapsed or Punch time, Exceptions, and Payable or Forecasted Payable time that exist for that day.

View detailed calendar information for each day.

Monthly Schedule

SCH_EE_MONTHLY

Self Service, Time Reporting, View Time, Monthly Schedule, Monthly Schedule

View the monthly schedule for each job, if an employee has multiple jobs. Navigate to any month, or year and navigate to a prior or future month.

Monthly Schedule - Daily Detail

SCH_EE_DAILY

Click a Date link on the Monthly Schedule page.

View schedule details for a day.

Click to jump to top of pageClick to jump to parent topicViewing Employee Hours

Access the Time and Labor Launch Pad page (Self Service, Time Reporting, View Time, Time and Labor Launch Pad, Time and Labor Launch Pad).

When you first enter the Launch Pad page, it displays the current month and year by default. Going forward, it opens in the same state in which you last left it.

View

Click this button after you enter the month, year, and the type of hours to display on the calendar. Options for the type of hours are Forecasted Payable Hours, Exceptions, Payable Hours, Reported Hours, or Scheduled Hours.

For example, if you select Scheduled Hours and 8.00 is displayed in the days on the calendar, then you are scheduled to work eight hours on those days.

Previous Month and Next Month

Use these buttons to display the preceding or next month.

At any given time, any day in the calendar may display the following valid 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, and exceptions with recommended actions for each exception. Click the day to view the time reporting details that exist for that day.

Forecast Payable Time

Click this button to start the Forecasted Payable Time process, which calculates forecasted payable time for the employee.

The system looks at the employee's schedule and any time they have reported for this month. It then indicates which days have payable time forecasted for them by displaying an F on the day. To view the number of forecasted hours for that day, change the view at the top of the page to Forecasted Payable Hours and click the View button. To view the details of the forecasted time, click the link for the day that you want to view.

Finally, if you want to navigate to a different part of the system to perform other transactions or 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. These can include Monthly Schedule, Timesheet, View Forecasted Payable Time, View Payable Time (Detail) and View Payable Time (Summary).

Click to jump to top of pageClick to jump to parent topicViewing Detailed Calendar Information

Access the Details page.

The Details page displays information that exists for that day. It shows elapsed hours, punch hours, exceptions with associated recommended actions, payable time, and forecasted payable time, if they exist. The values X, P, E, $, F, or R that are on the Time and Labor Launch Pad page indicate what information appears on this page. The system reports time on different lines if there are different tasks, reporting codes, or shifts.

If you have not already calculated the forecasted payable time for the specified day, click the Forecast Payable Time button. The system looks at the employee's scheduled or reported time to generate forecasted payable time. If there is no scheduled or reported time, no forecasted payable time is generated. However, if the system generates forecasted payable time, it appears in the Forecasted Payable Time group box.

Monthly Schedule and Details

Access the Monthly Schedule page.

Access the Monthly Schedule - Daily Detail page.

On the Monthly Schedule page, if a punch or flex schedule is displayed for the day, the daily cell of the monthly schedule will display the Shift ID, the number of Scheduled Hours, and the start and end time of the shift. If an elapsed schedule for the day is displayed, the Shift ID and Scheduled Hours will be displayed in the daily cell of the month. If there is more than one shift for the day, the daily cell will display More shifts... and all the shift information will be displayed on the Daily Detail page.

Users can link to their Schedule Preferences page from the Monthly Schedule page to update or view their preferences. Users can use the Notify button from the Monthly Schedule or Daily Detail pages, to alert their manager of changes they would like made for their schedule. Employees can also navigate to other self service and time reporting pages from the Monthly Schedule page.

The user can click on the calendar date to drill into the daily detail of the schedule. On the Daily Detail page the user can view details of the primary or alternate schedule. Training details from Training Administration or Learning Management are displayed with the start and end time of the training. Absence details from PeopleSoft Absence Management or leave reported for Base Benefits is displayed with the number of hours for the absence. Holiday details are displayed with the name of the holiday and the number of hours for the holiday.

Click to jump to parent topicSetting Up User Preferences

This section provides an overview of using user preferences and discusses how to set up user preferences.

Click to jump to top of pageClick to jump to parent topicPages Used to Set Up User Preferences

Page Name

Definition Name

Navigation

Usage

Time Reporting Preferences

TL_TR_EE_PREF

Self Service, Time Reporting, User Preferences, Time Reporting Preferences

Enables employees to view and update their time reporting preferences.

Schedule Preferences

SCH_EE_PREF

Self Service, Time Reporting, User Preferences, Schedule Preferences

Enables employees to view and update their schedule related preferences.

Send Notification

PT_WF_NOTIFY

  • Self Service, Time Reporting, User Preferences, Notify button.

  • Self Service, Time Reporting, User Preferences, Schedule Preferences tab, Notify button.

Enables employees to email managers, supervisors, or other employees when they change their user preferences.

Click to jump to top of pageClick to jump to parent topicUnderstanding the User Preferences Page

The User Preferences page is used by employees to set up their schedule and time reporting preferences, such as preferred shifts and times, and time related defaults to display on the Timesheet page.

When setting up or changing an employee's schedule, a manager can view an employee's schedule preferences in the Manage Schedules feature, and take that information into account for future schedule creation and changes.

When a manager is viewing or reporting time for an employee using the Timesheet page, certain time reporting preferences that the employee sets up will appear on the Timesheet page, such as Start Day of Week and Task Values.

Employees can also email managers, supervisors, or other employees when they change their user preferences.

Click to jump to top of pageClick to jump to parent topicSetting Up User Preferences - Time Reporting

Access the Time Reporting Preferences page (Self Service, Time Reporting, User Preferences, Time Reporting Preferences).

Employees use this page to set up and maintain their specific time reporting preferences and configuration options. The preferences that employees specify on this page will be reflected on various time reporting pages such as the Timesheet, Mass Time, Web Clock, and the Adjust Paid Time pages.

TRC Presentation

Select Display TRC/TRC Description (which is the default) or Display TRC Description/TRC. This configuration option determines in what order the Time Reporting Code is displayed and sorted when viewing the Time Reporting Code field on the Timesheet, Mass Time, Web Clock, or Adjust Paid time pages.

Time Pre-population Method

Select a value to automatically populate the employee Timesheet page with default information to use when reporting time. Valid values are Task Values, Prior period, and Schedule Information.

When opening the page, the Timesheet will automatically populate an employee's default Taskgroup that is specified on the Maintain Time Reporter Data page. If an employee is a task template reporter, then when opening the Timesheet the system will look at the Employee User Preferences page to see if any default task values have been specified.

If an employee is a task profile reporter, the Timesheet will just use what is defined as the default task profile either from Maintain Time Reporter Data or from the taskgroup displayed on the Timesheet, and not look at the User Preferences.

Select Prior Period to provide default values from the prior period. This pre-population method works for employee access, not for manager access of an employee timesheet.

Select Schedule Information to provide default values from the employee's current schedule. This pre-population method works for employee access, not for manager access of an employee timesheet.

Blank (which is the default) to specify no default value.

Default Timesheet Display

Choose Daily, Weekly, or Time Reporting Period. Weekly is the default. This option determines if time displays on the Timesheet in a day, week, or time period format.

Start Day of Week

Select the default day for the week to start when using the Timesheet page. This field is applicable only when you select Weekly in the Default Timesheet Display field.

Note. If Time and Labor is not installed, the Time Reporting Preferences page is hidden.

Click to jump to top of pageClick to jump to parent topicUnderstanding Task Value Defaults

Use this section with the time prepopulation method of task values. You can enter one or more rows for the same taskgroup, or enter a set of default task values for different taskgroups.

When you enter a taskgroup, the display of fields is dependent on the time reporting templates associated with that taskgroup. If the elapsed and punch reporting templates have Task Profile selected, then no task values will appear. If one or both of the time reporting templates designate Task Template, then the default task values can be used. If task values can be used, they will be dependent on the task template ID associated with each taskgroup entered. The task template drives the display of the Task Reporting Elements and ChartFields folder tabs in this section. Task values entered on the Time Reporting Preferences page will only be utilized for timesheet display if the Time Prepopulation method is Task Values.

Click to jump to top of pageClick to jump to parent topicSetting Up User Preferences - Schedule Preferences

Access the Schedule Preferences page (Self Service, Time Reporting, User Preferences, Schedule Preferences).

All fields on this page are optional, with the exception of the Telephone/Email option and the Willing to work fields. The Willing to work fields have a default value of No.

Contact Preference

The employee's preferred phone number and email address appear. To change them, access the Update your contact information link, which takes the user to the Personal Information page. Phone, email, and other contact information can be viewed and modified. The link to employee's contact information is only available for editing if eProfile is installed on the General Installation page.

Schedule Preferences

For each day of the week, enter the shift or start and end times you prefer to work.

Willing to work a compressed work week

Define whether or not you would be willing to work a compressed work week.

Shift

Enter the shift you prefer to work. This field is populated based on the particular EmplID. If the current user has a schedule assigned, the only shifts available in the drop-down list box are those shifts that correspond to the user's schedule ID and the SetID determined by the user's schedule group. If the user has no schedule assigned, the Shift ID field is hidden.

Note. There is no validation between start and end times and shifts. No logic exists to verify that the times entered fall within the shift, if one is entered.

Start Time, End Time

Enter the start and end times you prefer to work.

Willing to work overtime

Enter whether you would be willing to work overtime.

Willing to work double shifts

Enter whether you would be willing to work a double shift.

Click to jump to top of pageClick to jump to parent topicSetting Up User Preferences - Send Notification

Access the Send Notification page (Click the Notify button on the Time Reporting Preferences page, or the Schedule Preferences page).

Click on the Notify button to access the Send Notification Page. Use this page and the links provided to email managers, supervisors, or other employees when you change your user preferences.

Click to jump to parent topicReporting Time

This section lists common elements and discusses how to:

Click to jump to top of pageClick to jump to parent topicCommon Elements Used in this Section

Time Reporting Elements and Task Reporting Elements

The self-service pages that employees use to report time include fields for selecting time reporting and task reporting elements. The employee's time reporting template determines which fields appear on the self-service pages. Should data be reported in error for invalid time or task elements (through TCD, Mass Time, or Rapid Time Reporting pages, for example), those time reporting or task fields will appear so that employees can make corrections, even if those fields are not chosen on the employee's time reporting template.

Timesheet Page

Both punch time and elapsed time are reported using the Timesheet navigation component. When selected, the system determines whether the employee has multiple jobs. If multiple jobs exist, the Select Job Title page appears, with links for each job. If the time reporter has only one job, the Select Job Title page does not appear, and the time reporter is taken directly to the appropriate Timesheet page. The Timesheet page displays either the punch time page (TL_RPTD_PCH) or elapsed time page (TL_RPTD_ELP) based on the Time Reporter Type value selected on the Create or Maintain Time Reporter Data pages.

Click to jump to top of pageClick to jump to parent topicPages Used in Reporting Time

Page Name

Definition Name

Navigation

Usage

Timesheet

TL_MSS_TIMESHEET

TL_RPTD_PCH

TL_RPTD_ELP

Self Service, Time Reporting, Report Time, Timesheet, Timesheet

Report time and task details for a day, week, or time period for either punch or elapsed time reporters.

Select Job Title

CO_MULTI_JOB_SRCH

Self Service, Time Reporting, Report Time, Timesheet

Enables employees with multiple jobs to select the job for which they want to view or report time. The page lists both punch time and elapsed time jobs, and includes terminated jobs.

Web Clock - Enter Punch

TL_WEBCLK_ENTR_PCH

Self-Service, Time Reporting, Report Time, Web Clock, Web Clock

Enables employees to enter a single In, Break, Meal, Out, or Transfer punch. Employees can provide time and task detail when entering punches. Includes links to pages for viewing overtime requests and the holiday schedule.

Save Confirmation

TL_WEBCLK_CONFIRM

Click the Enter Punch button on the Enter Punch page.

Confirms the date, punch type, time zone, and punch type reported through the Web Clock - Enter Punch page.

Mass Time- Select Time Reporting Method

TL_MASS_TIME_SELF

TL_MASS_SELF_SAVE

Self Service, Time Reporting, Report Time, Mass Time

Click Next on the Mass Time - Select Time Reporters page.

Specify the range of dates and the method for reporting time.

Mass Time - Report Time

TL_MASS_TIME_SELF

TL_MASS_SELF_SAVE

Self Service, Time Reporting, Report Time, Mass Time

Click the Next button on the Mass Time - Select Time Reporting Method page.

  • Indicate additional attributes about the time that you are reporting.

  • Report additional Time Reporting Elements and Task Elements.

Compensatory Time

TL_COMPTIME_PNL

Self Service, Time Reporting, View Time, Compensatory Time, Compensatory Time

View compensatory time balance and expiration information.

Click to jump to top of pageClick to jump to parent topicEntering, Viewing, or Changing Employee's Time

Access the Timesheet page (Self Service, Time Reporting, Report Time, Timesheet, Timesheet).

The Days, Total, TRC and Type fields are based on the related time reporting template. The remaining fields are based on the task reporting template.

Click for Instructions

Use this link to view instructions on how to use this page. To hide the instructions, click the Click to hide Instructions link.

View By

The defaults for the View By field are set on the User Preferences page. Values are Day, Week, or Time Period.

Date, Refresh

If you change the Date field, click the Refresh button to update the page.

Previous Day, Previous Week, Previous Time Period, Next Day, Next Week, Next Time Period

Use the requisite link to view the previous or next time reporting period.

If you use one of these links, additional text appears to let the user know that reported time is being entered for a prior or future period.

Reported Hours

This field is updated when the Save for Later or Submit buttons are clicked.

Scheduled Hours

The value is displayed when you access the Timesheet page.

Total

This field is updated when the Save for Later or Submit buttons are clicked. This field displays the total hours per row.

Time Reporting Code

If applicable enter a Time Reporting Code.

Type

This field is updated when the Save for Later or Submit buttons are clicked. It shows the TRC's related Type — Amount, Hours, or Units.

Taskgroup

If applicable, enter a related taskgroup.

Billable

Select this field if the hours entered are billable.

Task Profile ID

If applicable, enter a related task profile ID.

Apply Rules

Click this button to save your data and launch the Apply Online Rules process, which immediately applies the online rules for the time reporter to the time entered on this page. If absence event data is entered in the Absence Event grid, the Apply Online Rules process generates absence payable time with the status Online Estimate (OE).

If any exceptions are generated, the Manage Exceptions page is displayed automatically after the process completes.

If no exceptions occur and payable time is created, the View Payable Time Detail page appears with the rows of estimated time that were created from the online rules. The Apply Online Rules process does not generate payable time estimates when the reported time has the status Needs Approval (NA).

Note. This button is displayed only if the Run Online Rules feature is activated on the Time and Labor Installation page.

Reported Time Status

Click this link to show or hide the Reported Time Status grid. Fields displayed are Date, Status, Total, Time Reporting Code and Comments. Click the icon in the Comments column to add a comment for a row.

Note. This grid applies only to elapsed Timesheets (not punch).

Absence Event

Click this link to display the Absence Events grid and add absence information. Depending on the setup of Absence Management, you may be enabled to report, save, submit, and approve or deny (managers only) absence events within the range of the Timesheet dates.

Note. This link is displayed only if the Time and Labor system is integrated with Global Payroll or Absence Management.

See Entering and Approving Self Service Absence Requests.

Reported Hours Summary

Click this link to show or hide the Total Reported Hours values to obtain a summary of reported hours.

Balances

Click this link to show or hide the Balances information. Information can include sick or vacation balances, and your absence entitlement balance if the time reporter is active in the Absence Management system.

Save for Later

Use this button to partially enter a timesheet and to complete at a later date. Enter information on the page each day and submit at the end of the reporting period. When using this button a page appears, asking whether the user would like to check for errors.

Submit

Use this button to submit the Timesheet.

Request Absence

Click this link to access the Request Absence page. That page has a link to return to the Timesheet page.

See Entering and Approving Self Service Absence Requests.

Note. TRCs that are set up with the Absence Flag check box selected on the Time Reporting Codes - Definition page are not displayed on the online time reporting pages (Timesheet, WebClock, and Mass Time). Consequently, you cannot report time using an Absence TRC on these pages. TRCs that have the Rules Only TRC check box selected on the Time Reporting Codes - Definition page are not displayed on any of the time reporting or scheduling pages, except the Adjust Paid Time page.

Click to jump to top of pageClick to jump to parent topicTimesheet Display: Self-Service Versus Manager Self-Service

The Timesheet page displays different information when accessed from the Self-Service component compared to the Manager Self-Service component. The User Preferences page also plays an important role in the Timesheet display.

Task Value Prepopulation

The following is true when viewing either the Self-Service Timesheet (as an employee) or the manager Timesheet (a manager viewing an employee's timesheet):

Examples of Timesheet display with User Preferences

The system is configured as follows:

Time Reporter Data

 

Time Reporter Type

Time Reporting Template

Default Taskgroup

ELAPSED

Enabled

Task Element Reporting

Task Element Reporting

PUNCH

Blank

Blank

Task Element Reporting

The User Preferences

Prepopulation Method = Task Values

Task Value Default

Selected Taskgroup has associated Time Reporting Template IDs to reflect:

Task values are entered for all associated task elements.

Elapsed Timesheet

The system prepopulates the timesheet with the taskgroup and task values that are reflected on the User Preferences page. Prepopulated task values can be used because the time reporter's elapsed time reporting template on the Maintain Time Reporter Data page uses task element reporting,

Punch Timesheet

The timesheet displays the taskgroup and associated task elements from the default taskgroup on the Time Reporter Data page. Prepopulated task values from User Preferences cannot be used, as the time reporter does not have a punch time reporting template on the Maintain Time Reporter Data and the punch time reporting template associated with the taskgroup on User Preferences uses task profile.

Schedule Information Prepopulation

If your schedule has tasks associated with it, in order for the scheduled tasks to prepopulate on the timesheet, the employee needs to be set up as the same type of task reporter that the system defines on the schedule.

The display of task profile or task elements on the timesheet is first derived from the Maintain Time Reporter Data page to see if a Time Reporting Template is listed. This is true for both Punch and Elapsed Timesheets.

Employee User Preferences and Manager Timesheet Display

When viewing an employee's time on the Timesheet page, a manager sees the following default settings:

The Timesheet will display existing time in the database in the following way:

Click to jump to top of pageClick to jump to parent topicEntering Single Punches Through the Web Clock

Access the Web Clock - Enter Punch page (Self-Service, Time Reporting, Report Time, Web Clock, Web Clock).

Punch Type

Select a punch type: In, Out, Meal, Break, or Transfer.

Enter Punch

Click after you've selected the punch type and entered element and task information. The system uses the current date and time for the punch and applies the same validations that are used for the Timesheet page.

Time Zone

By default, the system uses the employee's time zone as defined on the Create Time Reporter Data page in Time and Labor; you can override the time zone during data entry.

Task Reporting Elements

These fields only apply to In and Transfer punches.

Click to jump to top of pageClick to jump to parent topicUsing Mass Time

Use the Mass Time Reporting feature to save time and keystrokes when reporting time. It enables you to easily report different attributes of time for a period rather than having to enter them manually for each day in the specified period.

The Mass Time Reporting feature enables you to report time in several different ways by using a template type format. You enter the period of time for which you want to report time and select the method that Time and Labor uses to generate reported time.

Understanding Mass Time

The options in the How do you want to report time? section of the Mass Time Reporting page function differently depending on whether the Regenerate Reported Time check box is selected on the TL Installation page and whether the Create Partial Work Hours for Partial Absence check box and Exclude Holiday for Generating Time check box are selected on Workgroup page.

See Setting Up System Defaults and Loading Dates, Setting Up Workgroups.

Click to jump to top of pageClick to jump to parent topicSpecifying a Time Reporting Method for Mass Time Reporting

Access the Mass Time - Select Time Reporting Method page (Self Service, Time Reporting, Report Time, Mass Time).

Just One Date

To report time for just one day, enter a date in this field.

Range of Dates

To report time for a range of dates, enter beginning and end dates in these fields.

You can report time in one of three ways using the Mass Time Reporting feature:

  1. Use the scheduled hours for the days specified.

    Use this option to report time according to your schedule. If you (or your employees, if you are a manager) are assigned to a schedule, you can report time according to that schedule for a specified day or for a range of dates. Once you specify the date or date range, the system generates reported time by looking at your schedule for the dates that you specified. For example, to report taking vacation for two weeks, specify a date range for those two weeks and indicate a time reporting code to be applied. The system looks at how your schedule is built for that particular date range and generates reported time for the same number of hours for those dates. You must be assigned to a schedule for reported time to be generated using this option.

  2. Use the total number of hours entered and distribute them according to the schedule.

    Use this option if you want to specify a lump sum amount, for example, 40 hours, and have it distributed according to your or your employee's schedule over the date or date range specified. For example, suppose that you specify a date range of two weeks, indicate a time reporting code of REG, and enter 80 hours to be distributed. The system looks at your schedule and distributes 80 hours of REG over the two weeks according to how your schedule is set up.

    Note. You must be assigned to a schedule to use this feature. Also, the system doesn't distribute the total number of hours evenly over the time period. If your schedule dictates that you normally work only 70 hours in a two-week period and you enter 80 hours to be distributed, then the extra 10 hours is lumped into the last day of the date range specified. The reason for this is that you are requesting that a lump sum of time be distributed according to your schedule. If the number of hours you report is short or over that which is indicated in the schedule, those hours are applied to the last day.

  3. Specify multiple time transactions to be applied to each day in the time period.

    Use this option to report time and specify multiple transactions for the system to apply to the specified date or date range. For example, suppose there is one week for which you need to report six hours of regular time and two hours of paid time off for each day, instead of reporting your usual eight hours of regular time. Rather than having to enter these two transactions for each day, you can enter it only once by specifying six hours of REG and two hours of PTO. The system applies the six hours of REG and two hours of PTO to each of the days that you specified in your date range, excluding your regular days off. You need to be assigned to a schedule to report time using this option.

    If you select this Mass Time reporting option, then the Include Off Days in Schedule check box appears below this selection. This check box affect how reported time is generate in these ways:

Click the Next button to continue on to the Mass Time - Report Time page.

Click to jump to top of pageClick to jump to parent topicSpecifying Report Time for Mass Time Reporting

Access the Mass Time - Report Time page (Self Service, Time Reporting, Report Time, Mass Time, click the Next button on the Mass Time - Select Time Reporting Method page).

Time Reporting Code

Enter a time reporting code (TRC) in this field to specify which method to use for processing the time worked. Every active TRC that is valid for the employee appears here, unless it is specified as a "Rules Only" TRC. If it is a rules only TRC, then it will only be used in processing rules and will not show up on the time reporting pages. Select a TRC that is attached to the TRC program assigned to the employee for whom you are reporting time.

If you're reporting a lump sum of time to be distributed according to your schedule, enter the total number of hours that you want distributed in the Specify how much you want to report box.

Note. On the previous page, if the Use the scheduled hours for the day(s) specified or the Use the total number of hours entered and distribute them according to the schedule option was selected, and a TRC is being used, if the selected employee has a punch schedule, then a TRC will be inserted with the punch scheduled time. If the user decides to report a TRC with punch time, then the new rule Template 135 should be reviewed, in order to determine if all punch time rows with a TRC should be paid or paid with a different TRC.

If a TRC is not specified in this field, and a TRC exists on the employee's schedule, the system uses Scheduled TRC. If there are any other Time Reporting elements on the schedule, these will be used to populate reported time as well.

Use Profile

Select one of the values to define how you want task information applied to reported time. The values for the Use Profile field are:

Use Employee Profile. Select this value to use this profile as the default task profile on the Maintain Time Reporter Data page for reported time.

Use Scheduled Tasks. Select this value to display any task and time reporting information on the employee's schedule to populate reported time.

Use Taskgroup Default Profile. Select this value to use the default task profile on the employee's taskgroup listed on the Maintain Time Reporter Data page.

Submit

Click to submit the time that you reported for processing. The validation process runs, and the system generates exceptions if errors exist. The Submit process updates the employee's status codes and creates reported time. If you selected the Automatic Rules Run option on the Time and Labor Installation page, the Time Administration process runs and creates payable time.

When the Specify multiple time transactions, to be applied to each day in the time period option is selected on the Mass Time - Select Time Reporting Method page.

Taskgroup

(Optional) If this field is left blank, when time is submitted it appears by default from the employee's assigned Taskgroup, which is indicated on their Time and Labor Employee Data record, or the Taskgroup assigned to the group for which you are reporting.

If a Taskgroup other than the default is reported, this is considered Taskgroup borrowing. When the time is submitted, it uses the task reporting elements associated with the borrowed Taskgroup. The selection of a Taskgroup determines which fields appear on the Task Reporting Elements tab.

Time Reporting Elements, Task Reporting Elements (tab)

If applicable, enter information on the Time Reporting Elements or Task Reporting Elements tabs. Time reporting elements are based on your Time Reporting Template information and the Task Reporting Elements are based on the Taskgroup that is being reported.

TRC

Specify all the transactions that the system is to report for each of the days in the specified date range. Select a TRC in the Specify which Time Reporting Code (TRC) you want to use field on the Mass Time Reporting page to indicate which method the system should use for processing the time worked. Every active TRC that is set up in the system appears here. Select a TRC that is attached to the TRC program assigned to the employee for whom you are reporting time. If you select a TRC that is not valid for an employee, the system generates an exception when the time is submitted.

Quantity

Enter the number of hours.

Note. This field appears if the second option (use the total number of hours entered) or the third option (specify multiple time transactions) on the Select Time Reporting Method page is selected. A value is required in the Quantity field in order to complete the transaction.

Country, Currency Code, State, Locality, Comp Rate Code, Billable Indicator, Override Rate

Enter values in these fields if applicable.

Replace Existing Time

This check box is selected by default and cannot be edited if you select the first option for Mass Time reporting. When this check box is selected, only existing time generated through Rapid Time or Mass Time (time that has a reported time source (RT_SOURCE) equal to SCH) is deleted. Time generated through the Timesheet page is not deleted (time with a reported time source equal to SYS). Time entered through Mass Time is added to any time that was entered through the Timesheet pages.

If you do not select this check box, the system adds the time in this entry to previous data. For example, suppose that you reported eight hours of TRC REG for an employee on March 1, 2000. Then you enter two hours of TRC REG for the same employee on the same date. If you selected this check box, the system records two hours of TRC REG for that day. If you did not select this check box, the system will add two hours of TRC REG to the existing eight hours for a total of ten hours for this date.

Click to jump to top of pageClick to jump to parent topicViewing Compensatory Time and Expiration

Access the Compensatory Time page (Self Service, Time Reporting, View Time, Compensatory Time, Compensatory Time).

The Compensatory Time page includes the compensatory time balance as of the date specified. This balance may be positive or negative, depending on how the plan is set up and what has been reported.

Show Time Expiring in

Select how far in the future you want to view compensatory time expiration information. Once you make a selection, the system displays all compensatory time with an expiration date that meets the criteria.

For example, if you select Next 30 days, the system displays all the compensatory time expiring within the next 30 days. If the compensatory time has no expiration date, it doesn't appear here.

Expiration Date

Displays the date that the employee's reported compensatory time is set to expire. The time expires at midnight of the date specified in this field.

Number of Hours Expiring

Displays the number of compensatory hours that were originally reported and are set to expire on the date specified in the Expiration Date field.

Balance at End of Day

Displays the compensatory time balance at the end of the date specified in the Expiration Date field once the hours have expired.

Click to jump to parent topicViewing Time

This section discusses how to:

Click to jump to top of pageClick to jump to parent topicPages Used to View Time

Page Name

Definition Name

Navigation

Usage

Payable Time Summary

TL_TM_MPAY_SUMM

Self Service, Time Reporting, View Time, Payable Time Summary, Payable Time Summary

View the week-by-week summary of payable time by TRC using this display-only page.

Payable Time Details

TL_MNG_PAY_DET_VW

  • For manager access: Manager Self Service, Time Management, View Time, Payable Time Detail, Payable Time Detail

  • For employee access: Self Service, Time Reporting, View Time, Payable Time Detail, Payable Time Detail

  • Click the Detail Page button on the View Payable Time Summary page.

View the details of the payable time. If an employee has reported time and the Time Administration process runs, it is possible that the system still doesn't create payable time. If the system creates exceptions, then the priority of the exception is the determinant. Low priority exceptions enable the system to create payable time; however, higher priority exceptions do not.

Forecasted Payable Time Summary

TL_TM_MPAY_SUMM

  • For manager access: Manager Self Service, Time Management, View Time, Forecasted Time Summary

  • For employee access: Self Service, Time Reporting, View Time, Forecasted Time Summary

View forecasted payable time in summary. The View Forecasted Payable Time Summary page shows the forecast time by employee and by TRC.

Forecasted Time Details

TL_MNG_PAY_DET_VW

  • For manager access: Manager Self Service, Time Management, View Time, Forecasted Time Detail, Forecasted Time Detail, Forecasted Time Detail

  • For employee access: Self Service, Time Reporting, View Time, Forecasted Time Detail, Forecasted Time Detail, Forecasted Time Detail

View forecasted payable time details. This page displays the time in detail for 30 days starting from the day the user selects.

Click to jump to top of pageClick to jump to parent topicViewing a Summary of Payable Time

Access the View Payable Time Summary page (Self Service, Time Reporting, View Time, Payable Time Summary, Payable Time Summary).

The View Payable Time Summary page displays one week's payable time. The time is allocated by date, by TRC, and then by task. For example, if your task profile specifies that your 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. However, on the Payable Time Details page, you can view the details of how it is allocated.

Start Date

Seven days are displayed by default.

Pending Exceptions

This button appears if exceptions were generated. Click to access the Manage Exceptions page.

Previous Week and Next Week

Click to view a different week's summary of payable time.

Detail Page

Click this link to access the Payable Time Details page.

Note. Time that has generated exceptions with a "High" severity level will not appear on this page because it is not considered payable time. Time that has generated exception with a "Low" or "Medium" severity level will appear on this page and is considered payable time.

Click to jump to top of pageClick to jump to parent topicViewing Details of Payable Time

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

This page displays the payable time details for each day, including the TRC for the time. The TRC either is entered by the employee when reporting time, or it is generated by the system when the Time Administration process is run. 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.

Start Date and End Date

Seven days of information is displayed by default. Various values for Start Date and End Date can be entered, but End Date cannot exceed Start Date by more than 31 days.

Note. If you navigate to the Payable Time Detail page from the Payable Time Summary page, the system automatically populates the Start Date and End Date fields with the information you provided on the Payable Time Summary page.

Payable Status Filter

Expand this grid to limit the display of payable time by payable time status.

Pending Exceptions

This button appears if exceptions were generated. Click to access the Manage Exceptions page.

Time Reporting Elements, Task Reporting Elements (tab)

These tabs display information related to Time Reporting Elements or Task Reporting Elements, if applicable. Time reporting elements are based on your Time Reporting Template information and the Task Reporting Elements are based on the Taskgroup that is reported.

Previous Job and Next Job

If you have multiple jobs, click to view a different job's summary of payable time.

See Also

Understanding Payable Time

Click to jump to top of pageClick to jump to parent topicViewing Forecasted Time

Access the Forecasted Time Summary page (Self Service, Time Reporting, View Time, Forecasted Time Summary or Manager Self Service, Time Management, View Time, Forecasted Time Summary).

The Forecast Payable Time feature enables you to estimate what your payable time is for the current period or for a future time period. It looks at reported time and scheduled time, and calculates what the payable time would be for a specified time period using that information. By using the Forecast Payable Time feature, you can look at how many hours you have reported to date in the period, and what the remaining scheduled hours are. The Forecast Payable page shows you your estimated payable time.

There are four ways to forecast payable time:

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

The View Forecasted Payable Time Summary page displays one week of 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 within the specified date range.

Start Date

Seven days are displayed by default.

Detail Page

Click this button to access the Forecasted Time Details page.

Note. The Forecasted Time Detail page is similar to the Payable Time Detail page.

Click to jump to parent topicRequesting Overtime

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

Click to jump to top of pageClick to jump to parent topicUnderstanding Overtime Transactions

With Time and Labor, employees can enter overtime requests for a future date and receive approval or denial notices. Managers can view overtime requests, check the amount of overtime that employees have worked to date, approve or deny overtime requests, and enter comments explaining their decisions.

Employees can use Time and Labor to:

Click to jump to top of pageClick to jump to parent topicPages Used to Enter, View, and Process Overtime Requests

Page Name

Definition Name

Navigation

Usage

Select Job Title

CO_MULTI_JOB_SRCH

Self Service, Time Reporting, Report Time, Overtime Requests

Select the job to which the overtime request applies. This page is only available when an employee has multiple jobs.

Overtime Requests

TL_OT_EVENTS

Self Service, Time Reporting, Report Time, Overtime Requests

Employees can view recent overtime requests and access the Overtime Request Details page, where they can enter new overtime requests.

Request Overtime List

TL_OT_RQST_DTL

Click an overtime date on the Overtime Requests page.

Employees can view the details associated with an overtime request.

Overtime Request Details (add)

TL_OT_RQST

Click Add Request on the Overtime Requests page.

Employees can enter new overtime requests.

Submit Confirmation

TL_OT_SUB_CONF

Click the Submit button on the Overtime Request Details page.

Confirms that an overtime request was submitted.

Click to jump to top of pageClick to jump to parent topicViewing Overtime Requests

Access the Request Overtime page (Self Service, Time Reporting, Report Time, Overtime Requests).

Overtime Requests

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.

Click to jump to top of pageClick to jump to parent topicViewing Details of an Overtime Request

Access the Request Overtime List (view) page (Self Service, Time Reporting, Report Time, Overtime Requests, click an overtime date on the Overtime Requests page).

The Approval Details group box shows who entered the request and who must approve it.

Name

Displays the name of the employee who entered the request and names of those who must approve the request.

Workflow Action and Transaction Date

The action completed by the person named to the left and the time the action occurred. Valid actions are Submitted, Approved, and Denied.

Comment

Displays the comment entered by the employee and manager on the Overtime Request Details page.

Click to jump to top of pageClick to jump to parent topicEntering Overtime Requests

Access the Overtime Request Details (add) page (Self Service, Time Reporting, Report Time, Overtime Requests, click Add Request on the Overtime Requests page).

Overtime Date

Enter today's date or a later date. One request can be submitted on any given day. To correct a request after submitting it, the manager must deny that request so that you can enter a new one.

Overtime Hours

Enter up to 99 hours. Enter positive numbers only.

Comment

Enter the reason for the request. Comments display on the manager's Overtime Request Details and approval pages.

Submit

Click to submit the request for approval. A confirmation page shows who submitted the request, who must approve it, and your comments.