Using PeopleSoft Fluid User Interface for Time Management as a Manager

These page controls appear on all the time options in manager self service right panels.

Field or Control	Definition
Select Employee Page	Refer Select Employee Page for more details.
	Select to open the filter modal using which you can define the filter criteria for the select employee panel.
	Select to sort the search results by name and title.
	Select to expand and collapse the navigation collection on the left panel.
	Click to access the list of employees after defining the filter criteria in Manager Search Options. Note: The get employees button is available for Report Time, Weekly Time, Payable Time and Leave Balances component. This contains the pre populated values from manager search options if any. The fields that will be displayed here can also be configured under manager search options
	Click to open the filters modal to enter the filter criteria. Note: You can edit the criteria and further filter or remove the manager search options criteria.
	Select to return to Select Employees page after defining the filter criteria in the filters modal.
	Select to close the filters modal.
	Select to reset the values which are already entered in the filters modal.
	Select to display the previous employee from the list of employees in the select employee page.
	Select to display the next employee from the list of employees in the select employee page. Note: The previous and next button is disabled, if there are no previous or next employee in the select employee page list.
Return to Select Employee link	Select to go back to the list of employees received as the result of filter search.
	Click to go back to the previous employees details.
	Click to go the next employees details.

Use the Team Time tile (TL_START_NAV_FLU) to view the total number of exceptions of time reporting and to navigate to other Manager Self Service pages.

Image: (Desktop) Team Time Tile

This example illustrates the Team Time tile for desktop.

Image: (Smartphone) Team Time tile

This example illustrates the Team Time tile for the smartphone.

The Report Time page allows the manager to enter reported time , modify reported time or delete reported time for the employees according to their data access.

This Team Time start page is a navigation collection that enables the managers to access the frequently used Time and Labor management components from one location. The left panel of this page lists the components collected under 13 categories.

• Timesheet Folder

• Report Time

• Weekly Time Entry

• Weekly Time Summary

• Payable Time

• Leave Balances

• Request Absence

• Cancel Absences

• View Requests

• Absence Balances

• Manage Exceptions

• Reporting Locations

• Workforce Availability

On selecting the left navigation collection, you can open the corresponding search pages on the right panel. Expanding Timesheet Folder opens Enter Time and Time Summary search pages on the right panel.

Image: (Smartphone) Team Time Page

This example illustrates the Team Time page in a smartphone

On selecting the listed items, the manager can navigate to different time options.

Use the Select Employee (TL_MSS_EMP_SEL_FLU) page to view the employees according to the criteria defined in filter.

By default, the team time landing right panel is the select employee page. The right panel displays the filter options or the employee list.

The right panel displays the details for the components selected in the left panel.

Image: Enter Time_Select Employee page

This example illustrates the Select Employee page for a manager using the desktop.

Image: (Tablet) Select Employee page

This example illustrates the fields and controls for Select Employee page using a tablet.

The manager can select one of the employee on the right panel to view the details.

This example illustrates the fields and controls of a Manager Self Service Enter Time page of an Elapsed Time Reporter view for a manager:

Image: Manager Self Service Enter Time Page for an Elapsed Time Reporter

This example illustrates the fields and controls of Enter Time page of an Elapsed Time Reporter.

Field or Control	Definition
Unapproved Time	Displays the unapproved hours which requires approval from the respective manager.
	Select to view the previous employee listed in enter time search page.
	Select to view the next employee listed in the enter time search page.
Manage Approvals	Grid that displays the date —wise list of time report with description and scheduled work hours. Note: When there is unapproved reported time, the Manage Approvals section appears.
	Check the time to approve and select approve button for time approval.
	Check the time and select deny button for rejecting timel.
	Check the time and select push back button for sending the time back for checking..

Image: Manager Self Service_Enter Time Page

This example illustrates the Manager Self Service Enter Time Page view for an Punch Time Reporter.

An employee can delegate the another person to report time on his/her behalf by authorizing another person as proxy.

Image: Enter Time Page with proxy

This example illustrates Enter Time page enabled with proxy.

Note: Once delegation request is accepted by proxy and delegation transaction active, the grid will be shown in Report Time pages. If Manager Search option has prompt for results or Auto Populate, it will be honored on this grid. Manager can choose between Process my own transactions or to act on behalf of the delegator. When manager selects Process my own transactions, it shows a list of employees belonging to them (according to the row level security) . When manager selects Delegator's name, it shows a list of employees that belong to the delegator (according to the row level security).

Image: Time Summary Search Page

This example illustrates the Time Summary Search page..

Select an employee to view the Time Summary for that enployee.

Image: Monthly Time Summary Page

This example illustrates the fields and controls of the Time Summary Monthly view for a selected employee.

On selecting the Payable Time Summary you can get an overview of the payable time overview.

Image: Monthly Time Summary_Payable Time Tab_Page

This example illustrates the fields and controls of the Time Summary Monthly view inn the Payable Time tab for a selected employee.

Use Get Employees button in order to pull up the list of employees.

Select the filter icon to open the filters modal where you can enter the parameters used set the filter criteria.

Image: Report Time Select Employee Filters page

This example illustrates the fields and controls of the filters modal where you can specify the parameters for resulting the select employees.

The filters modal provide a quick employee search for you with one or more of the following options:

• Time Reporting Group

• Employee ID

• Employee Record

• Last Name

• First Name

• Business Unit

• Job Code

• Job Description

• Department

• Supervisor ID

• Report To Position Number

• Location Code

• Company

• North American Pay Group

• Workgroup

• Taskgroup

• Position Number

Image: Report Time page for Elapsed Time reporters

This example illustrates the fields and controls of Report Time page (TL_RPTD_ELP_FLU) for Elapsed Time reporters.

Image: Report Time_Delegation enabled Page

This example illustrates the Report Time page enabled with delegation.

Use Weekly Time Entry (TL_PRE_POP_ELP_FLU) page to view the time reported for a week. The manager can also modify and report time per week.

Image: (Desktop) Weekly Time page

This example illustrates the fields and controls of Weekly Time page for Manager Self Service.

Image: Weekly Time Entry with Delegation Page

This example illustrates the Weekly Time Entry page enabled with delegation.

Select the details chevron to get the details of weekly team time reported for a particular employee.

Image: Weekly Team time details page

This example illustrates the fields and controls of Weekly Team Time for Manager Self Service.

Field or Control	Definition
Return to Select Employee	Select the hyperlink to go back to the Weekly Team Time page where it list the employees according to the search criteria.
	Select to view the related actions menu.

Image: Weekly Time_Related actions

This example illustrates the fields and controls of the weekly time page related actions.

Further on selecting chevron, the weekly time page details will navigate back to Report Time page with Return to Weekly Timepage link.

Use the Payable Time (Select employees) page to select an employee Use Payable Time page (TL_PAYBTIME_FLU) to select the employee and review their payable time.

Image: Payable Time page

This example illustrates the fields and controls of the Payable Time page for a signed in manager.

The manager can use filters to search the employees for a certain filter criteria.

Use Payable Time (TL_PAYBTIME_FLU) page to review employees payable time details with duration and Time reporting code, payable hours, and estimated gross for the selected period.

Image: Payable Time page

This example illustrates the fields and controls of the payable Time page.

Select on the Detail tab to view the Payable Time Detail page.

Image: Payable Time Detail page

This example illustrates the fields and controls for Payable Time Detail page.

The detail tab displays the Payable Status of the employee.

Use the Leave Balance (Select Employee) page to select the employee using the filter and view the employees with the selected filter criteria.

Image: Leave Balances (Select Employees) page

This example illustrates the fields and controls of the Leave Balances (Select Employee) page using desktop for a logged-in manager.

Image: (Smartphone) Leave Balances page

This example illustrates the fields and controls of Leave Balances page using smartphone.

Click on the chevron to view the summary page.

The Leave Balances Summary (TL_COMPLEAVBAL_FLU) page is used to view the summary of leave balances of employees.

Image: Leave Balances Summary page

This example illustrates the fields and controls of Leave Balances Summary page using desktop.

Image: Leave Balances <Summary Page>

This example illustrates the leave balances summary page.

Click on the chevron to view the Leave Balances Details (TL_COMPLEAVHST_FLU)page.

Image: Leave Balances Details page

This example illustrates the fields and controls of the Leave Balances Details page.

Image: Leave Balances details for smartphone

The following example illustrates the fields and controls of Leave Balances details for employees using smartphone.

Use the Manage Exceptions page to view and resolve exceptions using Fluid User Interface.

Image: Manage Exceptions page

This example illustrates the fields and controls on the Manage Exceptions_Update / Add Timepage.

Select the chevron to open the Manage Exceptions details page. The details page contain the Return to Manage Exceptions link to go back to the Manage Exceptions page.

Image: Manage Exceptions_Update Time page

This example illustrates the fields and controls on the Manage Exceptions_Update / Add Timepage.

Field or Control	Definition
	Click on the icon to add a new time. Also select the time row to delete or modify the reported time.

Managers can use the Reporting Locations page to view the employee location when the employee has accepted the use of location services and your organization has licensed and enabled Oracle Maps Service for PeopleSoft on the Installation Table — Setting Up Implementation Defaults

When Oracle Maps Service for PeopleSoft is enabled, the Team Time page from the Fluid Manager Self Service pages displays the Reporting Locations transaction category. When Oracle Maps Service is disabled, the Reporting Locations option is not available for selection on the Team Time page.

Image: Reporting Locations Page

This example illustrates the fields and controls on the Reporting Locations page.

The Time and Labor related Manager Self Service tasks are Manage Exceptions and viewing Reporting Locations.

Managers can use the Workforce Availability page (TL_EMP_PRES_FLU) to access the Workforce Availability landing page and the related categories with detailed information of the team members. Workforce Availability provides ability for the managers to see a comprehensive view of his team's availability for the day - who is in office, who is in training, who has not clocked in.

Image: Workforce Availability Page

This example illustrates the fields and controls on the Workforce Availability page.

The right hand panel for scheduled category displays different combination of data for employees who are in any of the following combinations:

• Absence and Training for the day

• Absence, training and on deviation

• Actual reported time as per schedule

• Absence (Benefits leave)

• Comp Leave, Training and Reported Time.

• Schedule Deviation

Field or Control	Definition
	Select to view the hidden navigation collection for manager self service which includes all the time related actions.
Scheduled	Shows all the scheduled employees for that day . This category displays multiple categories at one place.
No Show	Displays the list of punch time reporters who are scheduled to work on that day but there is neither reported time nor absence or training.
Schedule Deviation	Lists the employees who deviated from their schedule. Deviation is arrived using TL Installation configuration which we will discuss in the next slide.  Only Punch time reporters are considered for this category.
Not Scheduled	Shows the Elapsed and Punch time reporters with scheduled OFF / Holiday for that particular day.
Elapsed	Shows the list of elapsed time reporters who have reported time.
Away from Work	Once you expand Away from Workcategory, it will show the following sub categories: Approved absence : Manager can see the employees who have approved leave for that day. Benefits administration leaves and GP Absences are considered. Unapproved Absence : Lists the employees whose absence/leave approvals are yet to processed. (i.e) Data with needs approval status. Training : Shows the details of employees who have enrolled into HR / ELM Training. Comp time off : Displays the employees who are on Comp time off for that day.
Employee/Shift	Displays the name, phone number and shift of the employee.
	Shows the patterns in which the categories of employees are represented in the below grid or in legends.
My Analytics	Shows the overview of the analytics for workforce for the current view.
Add icon	Add a new scenario for analytics by defining the needed scenarios
Workforce Availability link	Select to view My Analytics for the current scenario, or enhance the filter on the left pane to add Prompts for criteria as needed.

The green bar represents the regular time. The gaps in between two bars indicate a meal break. Along with the Punch time reporters, the supervisor can also view the elapsed time reporters. There is a warning icon to highlight the employees in the no show category.

Element	Definition
View By	Drop down list where you select Daily Time or Weekly Time. Daily Time : See a comprehensive view of team's availability for the day. Weekly Time:: View the availability and the schedule coverage of team members for the week and as the week progresses. Manager can choose any date through the date picker and also be able to navigate back and forth using the Previous and Next day buttons on the date header
Filter	Navigates to the filter modal where you can specify the employee population.
Refresh	Refresh the window with the updated data.
Sort	Click this icon to change the sort order of team members. You can sort by any field shown.
	Click to see the detailed view related to the particular employee.
	Select to go to the related actions menu.
Scheduled	Shows the scheduled time in hours.
Reported	Shows the reported time in hours.

Image: (Smartphone) Workforce Availability Page

This example illustrates the fields and controls on the Workforce Availability page for the smartphone.

The category specific details represented in the form of boxes in smartphone. Each category  have generic text and appear in a box with a pattern that corresponds to the particular category.

Field or Control	Definition
	Shows the detailed information on the schedule details.

Use the Workforce Availability Scheduled daily page (TL_EMP_PRES_FLU) to view the snapshot of all categories. Manager can view the punch and Elapsed employees who are scheduled to work for the specified week. Only Employees assigned with schedules would be considered.

Image: Related Actions

This example illustrates the fields and controls on the Related Actions panel.

Tap on the Reporting Locations options to launch the Reporting Locations Page

Use the No Show category daily page to view the details of the employees who are scheduled to work but haven’t reported time, in absence or in training. This category displays employees who are scheduled to work also.

Image: No Show Daily Pages

This example illustrates the fields and controls on the No Show daily page.

Image: (Smartphone) No Show daily page

This example illustrates the fields and controls on the No Show daily page of the smartphone.

No Show status displays when the schedule for the employee has begun and the employee has not reported to work. For punch time reporters, there is no drill-down and visual representation.

Use Schedule Deviation category to view the count and the details of the employees who have deviated from the schedule.

Image: Schedule Deviation daily page

This example illustrates the fields and controls on the Schedule Deviation daily page of the tablet.

The Drill down for Schedule Deviation does not list the time off details means other than deviation data no other category data will be displayed in the drill down.

Image: Drill down Details Page

The modal shows the Drill down Details.

Image: (Smartphone) Schedule Deviation daily page

This example illustrates the fields and controls on the (Smartphone) Schedule Deviation daily page of the smartphone.

The grid in the smartphone displays the deviation for specific reasons. If there is more than one deviation, the grid displays the latest deviation reason. The grid represents additional status like time off or training as per the employee status. This category is not applicable for an elapsed reporter in smartphone. The manager can view the data in graphical representation from each day with specific reason for different type of deviation. The valid deviation reasons are Early In, Early Out, Late In and Late Out and Meal Deviation.

Use Not Schedule daily page to view the count and details of employees who report to a manager or within the hierarchy but do not have a schedule time, or on off or on holiday.

Image: Not Scheduled daily page

This example illustrates the fields and controls on the Not Scheduled daily page.

Image: (Smartphone) Not Scheduled daily page

This example illustrates the fields and controls on the Not Scheduled daily page on smartphone.

Use the Elapsed daily page to view the count and details of the elapsed employees who have reported time.

Image: Elapsed daily page

This example illustrates the fields and controls on the Elapsed daily page.

Image: (Smartphone) Elapsed daily page

This example illustrates the fields and controls on the (Smartphone) Elapsed daily page.

The expanded view of Away From Work shows the sub categories.

Use Unapproved Absence daily page to view the count and details of the employees who have any unapproved absences or leave plans.

Image: Unapproved Absence daily page

This example illustrates the fields and controls on the Unapproved Absence daily page.

There are no patterns to represent the Unapproved Absence, Approved Absence and the Comp Time off. For these categories, there is an only schedule representation.

Click on the user to go to the drill-down modal window. The drill down shows the absence details.

Image: Unapproved Absence drill down

This example illustrates the fields and controls on the Unapproved Absence drill down.

Image: (Smartphone) Unapproved Absence daily Page

This example illustrates the fields and controls on the Unapproved Absence daily page for the smartphone.

Click on Drop down icon to go to the related actions menu, which list the related action for unapproved absence category.

Use Approved Absence daily page to view the count and details of the employees who have any approved absences or leave plans.

Image: Approved Absence daily page

This example illustrates the fields and controls on the Approved Absence daily page.

Click on the user to go to the drill-down modal window. The drill down shows the absence details.

Image: Approved Absence drill down

This example illustrates the fields and controls on the Approved Absence drill down.

Image: (Smartphone) Approved Absence daily Page

This example illustrates the fields and controls on the Approved Absence daily page for the smartphone.

Tap on Drop down icon to go to the related actions menu, which list the related action for approved absence category.

Use Training daily page to view the count and details of employees who have enrolled for HR/ELM Training in the left panel.

Image: Training daily page

This example illustrates the fields and controls on the Training daily page.

Image: (Smartphone) Training daily Page

This example illustrates the fields and controls on the Training daily page for the smartphone.

Tap on Drop down icon to go to the related actions menu, which list the related action for approved absence category.

Use Comp Time Off daily page to can view the count and details of employees who are out on compensatory time off.

Image: Comp Time Off daily page

This example illustrates the fields and controls on the Comp Time Off daily page.

The widgets display for other categories, if they exist under Comp Time off category. It represents in a widget form if there is more than one status exist for a day.

Click on the user to go to the drill-down modal window.

Image: Drill down details

The modal represents the drill down details of Comp time.

Image: (Smartphone) Comp Time Off daily Page

This example illustrates the fields and controls on the Comp Time Off daily page for the smartphone.

Tap on Drop down icon to go to the related actions menu, which list the related action for approved absence category.

The Elapsed scheduled text is displayed on the details area for Elapsed Time reporters, whereas the schedule is displayed below the widget for Punch Time reporters.

Weekly Time enables the Manager to view the availability of team members for the week, so that managers can forecast coverage or see the actual coverage versus the scheduled coverage.

Use Workforce Availability – Scheduled Weekly page (TL_EP_WEEKLY_FLU) to view the categories and the employee scheduled to work for the respective week.

Manager can view the punch and elapsed employees who are scheduled to work for the specified week. The employees who are assigned with schedules are considered here.

Image: Scheduled Weekly Page

This example illustrates the fields and controls on the Schedule Weekly page.

Field or Control	Definition
	Review the total scheduled, reported hours and variation percentage for the whole group. Scheduled: Total scheduled hours for the entire population. Reported: Total reported hours for the entire population ( including all categories like absences and training). Variance: The difference scheduled and reported population. Schedule variance is calculated as variance/scheduled * 100.
Scheduled	Displays the count of all the employees data captured in other categories except Not Scheduled category for the respective week.
Schedule Deviation	Displays the count of employees who have violated on the entries above the tolerance time as set in the Installation configuration.
Away From Work	Expand to display the categories Unapproved, Approved and Training are listed under Away From Work.
Employee / Shift	Displays the name and phone number and shift of the employee.
Reported	Shows the reported time in hours.
Scheduled	Shows the scheduled time in hours.

Click on Drop down icon to go to the related actions menu, which list the related action for approved absence category.

Image: Related Actions Common for all categories

This example illustrates the fields and controls on the Related actions common to all Weekly categories.

Click on the user to go to the drill-down modal window.

Image: Scheduled Weekly detailed view

This example illustrates shows the Scheduled weekly detailed view.

Image: Scheduled Weekly Time (Smartphone)

This example illustrates the Scheduled weekly time view in smartphone.

Use Schedule Deviation weekly page to view the count and the details of the employees who have deviated from the schedule for a week.

Image: Schedule Deviation Weekly Page.

This example illustrates the fields and controls on the Schedule Deviation Weekly Page.

Image: Schedule Deviation Weekly detailed view

This example illustrates shows the Schedule Deviation weekly detailed view

Image: (Smartphone) Schedule Deviation Weekly Page

This example illustrates the fields and controls on the (Smartphone) Schedule Deviation Weekly Page.

Tap on the employee to go to the drill down view.

The expanded view of Away From Work shows the sub categories.

Use Unapproved Absence weekly page to view the count and details of the employees who have any unapproved absences or leave plans.

Image: Unapproved Absence weekly page

This example illustrates the fields and controls on the Unapproved Absence weekly page.

Click on the user to go to the drill-down modal window. The drill down shows the absence details.

Image: Unapproved Absence weekly drill down

This example illustrates the fields and controls on the Unapproved Absence weekly drill down

Image: (Smartphone) Unapproved Absence weekly Page

This example illustrates the fields and controls on the Unapproved Absence daily page for the smartphone.

Use Approved Absence weekly page to view the count and details of the employees who have any approved absences or leave plans.

Image: Approved Absence weekly page

This example illustrates the fields and controls on the Approved Absence weekly page.

Click on the user to go to the drill-down modal window. The drill down displays the absence hours in the form of Duration/ Balance.

Image: Approved Absence weekly Page drill down

This example illustrates the fields and controls on the Approved Absence weekly Page drill down

Image: (Smartphone) Approved Absence weekly Page

This example illustrates the fields and controls on the Approved Absence daily page for the smartphone.

Tap on Drop down icon to go to the related actions menu, which list the related action for approved absence category.

Use Training weekly page to track or review employees who are in training and its course details. The details display the total hours of training for a week.

Image: Training weekly page

This example illustrates the fields and controls on the Training weekly page.

A specific pattern represents the training category.

Click on the user to go to the drill-down modal window. Drill down shows all the details for training for a week like the name of the training course, date and duration.

Image: Training Weekly drill-down

This example illustrates the fields and controls on the Training weekly drill down page.

Image: (Smartphone) Training weekly Page

This example illustrates the fields and controls on the Training daily page for the smartphone.

Tap on Drop down icon to go to the related actions menu, which list the related action for approved absence category.

Use Comp Time Off daily page to can view the count and details of employees who are out on compensatory time off.

Image: Comp Time Off weekly page

This example illustrates the fields and controls on the Comp Time Off weekly page.

Tap on the user to go to the drill-down modal window.

Image: Comp Time Off weekly drill down

This example illustrates the fields and controls on the Comp Time Off weekly drill down.

Image: (Smartphone) Comp Time Off weekly Page

This example illustrates the fields and controls on the Comp Time Off daily page for the smartphone.

Tap on Drop down icon to go to the related actions menu, which list the related action for approved absence category.

The Elapsed scheduled text is displayed on the details area for Elapsed Time reporters, whereas the schedule is displayed below the widget for Punch Time reporters.