Understanding Manager Self-Service Components

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

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

See Understanding Self-Service Components.

Manager Self Service components include:

  • Time and Labor WorkCenter.

    The PeopleSoft Time and Labor WorkCenter enables managers to access various business processes in order to complete day-to-day work and commonly performed tasks

    See Using the Time and Labor WorkCenter

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

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

  • Manage Schedules (SCH_MNG_PERIOD).

    Enables managers to adjust a time reporter's schedule.

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

  • Assign Work Schedule (SCH_ASSIGN).

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

  • Time Sheet (TL_MSS_EE_SRCH_PRD).

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

    Note: Pages of this feature have been replaced by equivalent pages in Fluid. For more information, see Using PeopleSoft Fluid User Interface for Time Management as a Manager.

  • Approve Payable Time (TL_SRCH_APPRV_GRP).

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

    See Approving Payable Time.

  • Mass Time for managers (TL_MASS_TIME_ESS).

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

  • Overtime Requests (TL_OT_HISTORY_LIST).

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

  • Overtime Request Details (TL_OT_RQST_DTL).

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

  • Overtime Balances (TL_OT_BALANCES).

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

  • Compensatory Time (TL_COMPTIME_PNL).

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

    See Compensatory Time Page.

  • Exceptions (TL_MNG_EX_PNL_GRP3).

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

    See Managing Exceptions.

  • Payable Time Summary (TL_TM_MPAY_SUMM_PG).

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

  • Payable Time Detail (TL_MNG_PAY_VIEW_DT).

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

  • Forecasted Time Summary (TL_TM_SPAY_SUMM_PG).

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

  • Forecasted Time Detail (TL_MNG_SPAY_VIEW_D).

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

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

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

  • Manager Search Options (TL_MSS_SRCH_OPTION).

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

Employee Selection Criteria

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

See Setting Up Manager Search Options.

Roles

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

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

Security

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

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

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

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

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

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

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

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

See the product documentation for Understanding Manager Self-Service Components.