Setting Up System Defaults and Loading Dates

Production Environment

Select to indicate that the system is no longer in a testing environment. Use this check box to test the production functionality with the ability to change task templates and rules, and to understand exactly how the system responds in production.

Task Templates

Cleared: You can change your task template elements to required, optional, or not used. These changes are allowed, but if you have live data already reported to a template, the resulting tasks may be invalidated, and there will be no validation to catch these errors.

Selected: You can change the task template by adding optional task elements or changing required elements to optional.

System Date/TL Security

Cleared: You can select the system date so that it appears on the Row Security Permission List page. This option enables a testing environment in which various users access the same database and enter different system dates to test different time frames.

Selected: The System Date field does not appear on the Row Security Permission List page.

Rule Objects

Cleared: All rule objects can be changed.

Selected: No rule objects can be changed.

Project Costing

Select this field if you will interface Time and Labor with Project Costing.

Referential Integrity

Cleared: No referential integrity processing for changes to effective-dated tables. Normally, this involves reevaluating reported and payable time, and creating exceptions for all affected time.

Selected: Referential integrity processing occurs as necessary.

The Referential Integrity Flag controls whether there are inserts in the RI_CNTRL_TBL, when a change occurs to an effective dated setup table. The rows in the RI_CNTRL_TBL are then read when the system runs the Time Administration process. This typically involves creation of exceptions for all reported time effected by the change. This flag has no dependency on the Production Environment Flag.

Publish unmapped TRC as No Pay

Two processes use this check box so set the payable time status to No Pay (NP):

• The Time Administration process refers to this flag when generating payable time for TRCs or workgroups that do not require approval.

• The payable time approval processes (online and batch) refer to this flag when setting the payable time status. If the TRC that is used to report time is not mapped to an earnings code in the pay system, or if a time reporter is not set up for payroll on the Maintain Time Reporter Data page, the payable time status is set to No Pay.

If selected, this option creates Time and Labor No Pay Actuals rows in PS Projects.

Interface with PS/EPM

Select this field if you will interface Time and Labor with PeopleSoft Performance Management.

Calculate Estimated Gross

Clear for the system to not calculate estimated gross for all instances of time. This check box is selected by default. If you clear this check box, all future instances of time lack the estimated gross calculated during the Time Administration process. If there is payable time with estimated gross attached that you don't want, rerun the Time Administration process.

You can view the estimated gross by TRC for the time reporter by accessing the Payable Time pages. After a payroll is run, the system distributes the actual gross back to Time and Labor during the Labor Distribution process.

For example, you may want to bill estimated costs before the pay cycle. Use the estimated grosses to book the estimated costs ahead of time. When the actual dollars from the Labor Distribution process are posted, you can reverse the estimates and replace them with the actual amounts.

Real Time Rules

Select an option to enable the online rules feature. This feature enables you to define online rules and launch an online process (from the Timesheet page) that immediately applies the rules to a time reporter's time. The options are:

• Real Time Rules Not Enabled.

• Run on Submit button. This option launches the process automatically when the Submit button is clicked on the Timesheet page.

• Run via separate button. This adds the Apply Rules button to the Timesheet page. The user clicks the Apply Rules button to execute the Real Time Rules process.

 Maximum Time (in Months)

The system uses the value in this field as an upper limit when comparing the starting date specified on a Timesheet and the Earliest Change Date (ECD) for a time reporter. If the time period that the user wants to process is too long, meaning that the ECD is older than the value specified in this field, the system disables the Apply Rules button This can prevent unacceptable system response times when retroactive changes force the system to recalculate a large volume of Payable Time. To change this situation, the user can change the date on the Timesheet to a prior period and bring the ECD forward incrementally, or the time administrator can run the Time Administration process to move the ECD forward.

Show TRC Category on Timesheet

Select to display TRC categories in the Reported Hours Summary on the Timesheet page

Show all Time Reporting Fields on MGR Timesheet

Select to determine if all the time reporting fields appear on the Manager Timesheet, or only the fields that are selected on the Time Reporter's time reporting template.

Allow Timesheet Selection

Select to enable the user to transfer between the Elapsed and Punch Timesheets.

Update Reported Hours on Entry

Select to enable the real time update of reported hours on entry, in time entry pages.

Decimal Positions

Display the entered number of decimals for the Timesheet pages.

Used in the PeopleSoft Fluid User Interface Report Time screen to display the entered number of decimals for the Timesheet, Report Time and Report Leave pages.

Regenerate Reported Time for Absence Entry

If selected, when absence entries are reported or approved, the system regenerates reported time based on the employee's schedule (Reported Time source is SCH) so that the sum of reported absence and work time from other sources equals the number of scheduled hours for a day.

This check box functions in conjunction with the Create Partial Work Hours check box on the Workgroup Defaults page in Time and Labor. If this check box is selected and the Create Partial Work Hours check box is cleared, the system uses full day absence logic when generating time. If the Create Partial Work Hours check box is selected and this check box is cleared, there is no impact on reported time.

Select to specifically mention only Absence Management Time Reporting Codes. Time Reporting Codes designated as Leave Taken are not considered as Absence type codes and payable time is not created to complete the schedule. For Example, If TRC defined as Leave Taken is reported as 3 hours on a day the employee is scheduled for 8 hours; only 3 hours would be paid. In order to make the employee whole, you need to also report 5 hours of regular time along with the 3 hours of Leave.

Cleared: No referential integrity processing for changes to effective-dated tables. Normally, this involves reevaluating reported and payable time, and creating exceptions for all affected time.

Selected: Referential integrity processing occurs as necessary.

The Referential Integrity Flag controls whether there are inserts in the RI_CNTRL_TBL, when a change occurs to an effective dated setup table. The rows in the RI_CNTRL_TBL are then read when the system runs the Time Administration process. This typically involves creation of exceptions for all reported time effected by the change. This flag has no dependency on the Production Environment Flag.

Enable Location Services

Check box to capture employee location when time is reported, provided the employee accepts the use of location services. This is only for Fluid User Interface and not applicable for timesheet.

Use Quick-Fill for Time Detail

Select to use the Quick fill facility.

Use Attestation for Time Reporting

Enable attestation for time reporter.

Use Absence Approval Definition for Request Absence

Enables a newly added absence route for approval as per the approval definition ID set for that absence in Absence Management.

Default Time Units

Select one among the following options to enter time:

• Report Time in Quantity: The time reported in quantity. For example, users can enter 1.5 to report 90 minutes of time.

• Report Time in Units: The reported time in time units in hours and minutes. For example users can enter 1.30 to report 90 minutes of time.

Show Reported Time Status Bar

Select to display the status bar for Enter Time and View Time Summary pages. Status bar displays for each day if there is schedule configured. Use the User Preferences tab to control the default color settings for this option.

Refresh Reported Time Totals on Time Entry

Select to enable the immediate update of reported hours on entry in both Employee and Manager Self Service pages. If not selected, the reported hours and status bar will not be updated until the time is either saved or submitted.

Expand Time Details on Timesheet

Select to view the time detail values inline in the Timesheet pages for Time Administrators, Managers and Employees. This applies in both view and edit modes for punch and elapsed time reporters.

When unselected, the time details are shown under the Time Details icon.

For more details on Employee Self Service pages, refer Enter Time Page for Elapsed Time Reporter and Enter Time Page for Punch Time Reporter.

For more details on Manager Self Service pages, refer Time Detail values inline for Punch Time Reporter under Select Employee Page and Time Detail values inline for Elapsed Time reporter under Weekly Time Entry page.

To know more about Expand Time Details on Timesheet, watch this video:

Video: Image Highlights, PeopleSoft HCM Update Image 34: Fluid Timesheet Fluid Details Display.

Show Elapsed Timesheet by Week

Enables the timesheet to display days paginated as weeks for time periods greater than weekly. Deselecting this option will display all the days for the chosen time period in a single view.

Leave Balances

Select On-line Only for the system to validate leave balances only when entered during online processing.

Select Batch Only for the system to validate leave balances only during batch processing of rules or validating time.

Select On-line and Batch for the system to validate leave balances during online and batch processing.

Select None for the system not to validate leave balances.

If you change the validation option, all time processed prior to the change may need to be reevaluated as leave balances have been processed and exceptions created.

Compensatory Balances

Select On-line Only for the system to validate compensatory balances only when entered during online processing.

Select Batch Only for the system to validate compensatory balances only during batch processing of rules or when validating time.

Select On-line and Batch for the system to validate compensatory balances during online and batch processing.

Select None for the system not to validate compensatory balances.

If you change these values, all time processed prior to the change may need to be reevaluated as compensatory time has already been processed, and exceptions will be created.

Validation Set

Select the validation ID to determine the validation definitions that will run during the Time Reporting validation process. This validation process is triggered by the Submit Time process and during the Referential Integrity process. The system delivered validation sets are ST_ALL, ST_TA and ST_SUBMIT.

Chartfield Validation

Select Table Validation for the system to validate Chartfields against the VALID_COMBO_TBL directly within HCM.

Select Sync Message for the system to validate Chartfields by messaging the FMS database.

Select None for the system not to validate Chartfields.

Max Employees in a Batch (maximum employees in rules run)

Enter the number of employees for the system to process at a time when running rules (Time Administration process). The number controls system performance during batch processing. The default value is 100.

See Understanding the Time Administration Process Flow.

Continue with Exceptions

Select to enable the system to continue to run the process when exceptions are encountered. The system generates payable time for the employee, except for the days with high severity exceptions. This means that for a high severity exception, the system generates the exception and does not generate payable time for the impacted reported time. For any other exceptions, the system generates the exception and continues to generate payable time for the impacted reported time.

Clear the field to indicate that when the system encounters any exception, no payable time is generated for the impacted reported time.

Include All Jobs

Select to process all employee record (Empl_RCD) numbers for the Employee ID, if the TA status and ECD are ready for processing. This selection overrides any Employee Record numbers specified on the Request Time Administration run control page. Employee Record numbers in different workgroups are processed in different batches.

Clear this field to process the Employee Record numbers specified on the Request Time Administration page or all of the Employee Record numbers in the same workgroup as the Employee Record numbers listed on the Request Time Administration page. Employee Record numbers in the same workgroup are processed in the same batch.

Smart Delete Threshold

Use this impacted rows to determine whether to use truncate or delete. The default value is 3000.

Smart Update Stats Threshold

Use this impacted rows to determine whether to use Update stats or not. The default value is 3000.

Run As Part Of Submit Time

Check this option to determine whether the Time Admin needs to run when Time is submitted through the Timesheet.

Use Effective Dated Value List

Select to add Effective Dating to value lists for use in rule templates and keep the original tables in place for all other value list functions.

Number of Months to Process

Enter the maximum number of months that the Load Time and Labor process will look back for prior adjustments. Enter the number of prior months of data to process during the loading. The number entered must not be negative, or else a error message would be generated. For example, if current date is 6/30/03 and the user entered 3 to the field, it will go back to 3/30/2003 on the Frozen Date field to load payable time to Payroll.

Process Prior Paygroup Time with Current Paygroup

This check box controls how Payable Time is loaded into paysheets when a Prior Period Adjustments (PPA) exists and the employee had a pay group change.

For example, an employee transferred from pay group 1 to pay group 2 on September 1. When payroll is run on August 31, all Payable Time is loaded up to August 31 and the employee has one check in pay group 1. When payroll is run on September 30, all Payable Time in September is loaded and the employee has one check in pay group 2. Then, a prior period adjustment (PPA) occurs for the August pay period:

• If this check box is selected, then the PPA is loaded and paid in the September check. In this case the money is paid from the correct pay group and expenses are associated with the proper account.

• If this check box is not selected, then the PPA is not loaded. The payroll clerk must create paysheets for the employee in pay group 1 to load the PPA and have it paid.

Concurrent Load Time and Labor Runs

Select this check box if you run the Time and Labor Load processes concurrently (that is, multiple Load processes are run simultaneously). Clear this check box if the Time and Labor Load process is never run concurrently.

Concurrent Load Time and Labor Cleanup

Set this field using the following criteria:

• If you do not use concurrent processing, set this value to twice the largest number of paygroups processed in a Time and Labor load process. For example, if the largest number of paygroups your organization processes is nine, set this value to 18.

• If you use concurrent processing, set this value to the number of concurrent processes multiplied by twice the largest number of paygroups in a Time and Labor load process. For example, for nine paygroups and 11 concurrent processes, set this value to 198.

Set Ignore Status for Not OK to Pay

This check box defines the payable time status code and reason codes that Time and Labor sets during the Distribution Dilution process when a no pay other earning or pay earning are processed:

• If this check box is selected, then Time and Labor sets the payable time status code to Ignore (IG) and the reason code to Not OK to Pay (NOP) for any payable time for which the payline has the OK to Pay check box cleared.

• If this check box is not selected, then Time and Labor sets the payable time status code to Rejected by Payroll (RP) and the reason code to Not Processed in Payroll (PNP).

The default setting for this option is selected.

Outbound File Directory

Enter the directory path for the TCD outbound flat files created by Integration Broker. These files are sent to your time collection device. Your path must end with a backslash (\). This directory is for flat file TCD integration only.

Inbound File Archive Directory

Enter the path for the TCD inbound flat file data to be archived after the inbound file process reads the data. Your path must end with a backslash (\) for successful creation of the flat file. This directory is for flat file TCD integration only.

Max Punches in a Batch

Enter the maximum size of each batch of incoming messages from a TCD server for use with the PUNCHED_TIME_ADD service operation. The value in this field only affects the batch size of messages when you activate the PUNCH_ADD_DAEMON service operation handler. This field is only available after you have activated the PUNCH_ADD_DAEMON handler.

See Incoming Service Operations from the TCD Server to the PeopleSoft Server.

Default Plan From Workgroup

Select for the system to automatically populate the Comp Plan Enrollment page with the compensatory plan associated with the workgroup of a time reporter. If you select this check box, you can't:

• Override the compensatory plan assignment on the Comp Plan Enrollment page.

• Delete or inactivate the compensatory plan on the Comp Plan Enrollment page.

The compensatory plan is controlled by the association of the workgroup to the time reporter.

You can alter the compensatory plan association for the time reporter in two ways:

• Change the workgroup associated with the time reporter on the Maintain Time Reporter data page.

• Change the compensatory plan associated with the time reporter's workgroup.

The system will automatically update the compensatory plan association accordingly.

If you don't select this check box, you can enter any number of rows on the Comp Plan Enrollment page and inactivate any of the compensatory plans. You can't delete a row on the Maintain Time Reporter data page if it inactivates an association to a compensatory plan. Inactivate the association of the compensatory plan to the time reporter on the Comp Plan Enrollment page; then delete the row on the Maintain Time Reporter Data page.

The system doesn't enable changing this value back and forth because:

• When you clear this field, the system deletes compensatory plan rows on the Comp Plan Enrollment page.

• The system derives the workgroup's compensatory plan from the association defined during the Create Time Reporter Data setup.

• If you change this value again, any compensatory plan balances could be invalidated due to the changes in the compensatory plan associations and the TRCs assigned to the compensatory plan.

Enable Incremental Index for Payable Time

Select this option to enable the Incremental Search for Payable Time.

Load Dates

When you click this link, the system accesses the Dates Table Load page, where you can determine the range of dates to use for time-reporting and scheduling purposes. When loading the number of years for processing prior, current or future time, keep the years in sync with the years loaded in the Time Zone Offset table.

Schedule Resolution Options

This field specifies how to resolve schedule changes. If the Take Last Schedule Update field value is selected, whether the last schedule update is from a workforce scheduling third-party system, or an online override, the system will take the last update to resolve the employee's schedule. If the Take Online Override field value is selected, the system will look for an online schedule override for resolving the schedule for the day, if an override exists. The system will not look for any changes from a third-party workforce scheduling system.

Schedule Totaling

Use this option to configure whether meal and/or break times are included in Scheduled Hours totals on schedule definitions, and shift definition and Manage Schedules. Valid values are Exclude Meals and Breaks, Include Breaks, Include Breaks and Meals, Include Meals. The default is Exclude Meals and Breaks.

Schedule Change Limit (Days)

Enter days in number for setting the schedule change limit. The schedule change limit value is set as three digits number.

Default Punch Pattern

For the Time Reporting and Scheduling pages, set up the punch pattern you require to be defaulted. A total of ten punches can be entered. A label can also be specified for each punch type row. The default punch pattern set here also defaults to the Time Reporting Template page. On the Time Reporting Template page, you can override the Installation Table settings and establish a different punch pattern for specific groups of punch time reporters, rather than for all punch time reporters.

Generate Absence Payable Time

Select the check box to enable administrators to generate absence payable time directly to Time and Labor. If you deselect this check box, the Generate Absence Payable Time Page doesn’t display any absence management calendars and it’s related buttons/links.

Enable Auto Approvals

Auto Approvals for Enter Time Punch and Elapsed Pages.

Any Time Entered by the Manager on behalf of their employees should be auto-approved for this approval level if the following conditions are met:

• The reported time is entered or edited by the Manager

• Only Time that is entered and edited by the manager

• Any Time (Line or day level) only if acted on by the Manager

• The immediate approver in the approval chain is the same person as the acting Manager or their delegates (Applies to multiple managers in the same approval level).

Retain Basic (non-AWE) Model

Select to retain a simpler security based model for approving payable time, rather than implement the Approval Framework for payable time. This means that a manager’s access and ability to approve a time reporter’s payable time is based on the same security that grants the manager access to view and modify the person’s time.

Separate AWE to Batch Approval

Select the required option to setup the AWE processing of Time Admin can either be set up as a separate process for Batch, Batch and Online or Normal AWE, while maintaining all current Time Admin processing.

Employees per AWE Batch Run

Number of employees per AWE Batch Run.

Setting the Employee per AWE Batch Run creates groups or batches of employees per AWE run. These runs are concurrent depending on how many concurrent processes can be handled by the process scheduler.

Enable Notifications

Choose this field specify the use of email notifications.

Exception Generated

Select this option to generate an email to a manager if exceptions are generated when:

• The Time Administration process is run to create payable time.

• The Submit Time process is run for time that has been collected by different collection devices (PeopleSoft Mass Time Component, PeopleSoft Web Clock Component, TCD's, and Absences).

Schedule Event Modified

Select this option to generate an email to a manager if an external schedule event is updated or deleted. (This will be triggered with updates from Enterprise Learning Management, if the user is utilizing this application with Time and Labor).

Radius

Specify a radius in feet where multiple time reports in that radius are grouped into a single marker. The default setting will be 500 feet. With these settings, any reported time or elapsed time reported within 500 feet are considered as the same location.

Time Totals

There are two possible values for Time Totals:

Exclude Meal: This is the default value for this field. When this value is selected, Meal duration is excluded while calculating the Total Scheduled/Reported hours for an employee displayed in the right panel

Include Meal: When this value is selected, Meal duration is included while calculating the Total Scheduled/Reported hours for an employee

Schedule Deviation

Select check boxes for Schedule Deviation ranging from Early In, Early Out, Meal, Late In and Late Out.

• Early In: Select to flag Early In as schedule deviation.

• Early Out: Select to flag Early Out as schedule deviation.

• Meal: Select to flag Meal as schedule deviation.

• Late In: Select to flag Late In as schedule deviation.

• Late Out: Select to flag Late Out as schedule deviation.

• Tolerance: The amount of time in minutes which a worker may clock in/clock out either early or late which is not considered as schedule deviation.

AutoPopulate Results

Auto populate the employee list when entering the page.

Prompt for Results

Do not automatically populate the employee list, allowing the manager or administrator to review or change criteria values. A button is then selected and the employee list displayed.

Show Criteria List Collapsed

Collapse the Manager Search Criteria group box when entering the Manager Search Options page.

Show Criteria List Expanded

Expand the Manager Search Criteria group box when entering the Manager Search Options page.

Include in Criteria

Select to include this field in the Manager Selection Criteria. When the Manager Selection Criteria is displayed on the Manager Search Options page, this field can be used to filter employee lists.

Include in List

Include this field in the employee list that is returned on the Manager Search Options page.

You can choose Do Not Include to prevent the display of the specified field in the employee list. For fields that display as a code and have a description on their definition table, you can configure the list display using the following values: Include Code Only, Include Code and Description, or Include Description Only.

Allow Default Color Override

Select this option to override the colors specified here. Users will use the fluid User Preferences page to override the preference set here.

Reported Theme

Theme selection for reported theme is given with three options of Solid Color,Pattern, and color code.

Scheduled Theme

Theme selection for scheduled theme is given with three options of Solid Color,Pattern, and color code.

Reported over Scheduled Theme

Theme selection for Reported over Scheduled Theme is given with three options of Solid Color,Pattern, and color code.

Reported Color

Select a color or pattern to display for reported time.

Scheduled Color

Select a color or pattern to display for scheduled time.