Using PeopleSoft Fluid User Interface for Time Reporting as an Employee

Employees can perform time reporting and related operations using applications which are developed with the help of PeopleSoft Fluid User Interface tools. These applications are scalable across smart phones, tablet and personal computers. Employee can report and review time by the day and week, report leave and compensatory time, view reported time by the day and week, view payable time, view base benefits leave and compensatory time balances and enter user preferences for defaulting and viewing time data.

When the user taps the Time tile on the Employee Self Service Homepage, the application start screen for Time and Labor appears. The application start page contains a list of tasks the user can select to perform. The tasks listed are based on the applications that are installed and are on the security access of the logged in user.

The following video provides a demonstration new fluid timesheet with new rapid time entry pages.

Video: Image Highlights, PeopleSoft Update Image 27: Time and Labor Fluid Time Entry for Phone

The following video provides an overview of Fluid Time Entry pages.

Video: Fluid Time Entry Pages VFO

For general information about fluid pages in PeopleSoft, see Understanding PeopleSoft Fluid User Interface Homepages

Page Name

Definition Name

Usage

Time Tile

HC_TL_START_NAV_FLU_ESS2_GBL(this is the cref for the tile)

Add the Time tile to the home screen to access the actionable tiles for Time.

Time Collection — Actionable Tiles

HC_TL_EMP_DSHBD_FL_LINK

Collection of actionable tiles for Time.

Enter Time Tile

HC_TL_ENTER_TIME_FLU_GBL

Select to access Enter time page.

Enter Time Page for Elapsed Time Reporter

TL_ELP_TIME_FLU

Enter time and view the default time period for the workgroup or the default time period based on the user preferences. Here you will be logged in as Elapsed Time Reporter.

Enter Time Page for Punch Time Reporter

TL_PCH_TIME_FLU

Enter time and view the default time period for the workgroup or the default time period based on the user preferences. Here you will be logged in as Punch Time Reporter.

Legend Page

TL_ICON_LEGEND_SCF

Open to view the legends with description.

Request Absence Modal

HGA_SS_REQ_FLU

Request absence request from the Enter Time page.

Time Reporting Comments Page

TL_TR_COMMENT_FLU

Modal where the employee can enter time reporting comments.

Delete Confirmation Page

TL_DEL_CONFIRM_FLU

Confirm deletion before the final delete or go back to the previous page.

Time Summary Tile

HC_TL_TIME_SUM_FLU_GBL

Select to access the Time Summary page.

Time Summary Page

TL_TIME_SUM_FLU

View time summary for weekly, monthly and bi-weekly

The Time Summary displays the default time period for the workgroup or the default time period from the user’s preferences. This view can be changed by the time reporter.

Note: For , the Time Summary page will re-direct you to Weekly Time page automatically.

View Exceptions Tile

HC_TL_EMPL_EXCEP_FL_GBL

Select to access View Exception page.

View Exceptions Page

TL_EMPL_EXCEP_FL

Displays all exceptions for your team in one place.

Setup Quick-Fill Tile

HC_TL_QUICK_FILL_FLU_GBL

Select to access Setup Quick-Fill page.

Setup Quick-Fill Page

TL_QUICK_FILL_FLU

Create a new Quick-Fill and view the existing saved quick fills. You can update, active and de-activate the existing Quick-Fills

Report Time Tile

HC_TL_RPT_TIME_FLU_GBL

Select to open Report Time page.

Report Time Page for Elapsed Time Reporter

TL_RPTD_ELP_FLU

Report Time Page takes the users to the new Fluid Time Sheet. Users can report the time for their configured time period using this page.

Report Time Page for Punch Time Reporter

TL_WEB_CLOCK_FLU

Report Time Page takes the users to the new Fluid Time Sheet.

Report Time Details Page

TL_RPTD_ELP_FLU

Open to view and update the time reporting details.

The page also lets the punch time reporters to record time for a day at a particular time.

Weekly Time Tile

HC_TL_PRE_POP_ELP_FL_GBL

Select to access Weekly Time Entry page.

Weekly Time Page

TL_PRE_POP_ELP_FLU

View the weekly time reported by a punch time reporter or an elapsed time reporter and submit time for a day.

The elapsed time reporter can choose between pre-populate options Apply Schedule, Copy from Previous or Manual Entry based on their allowed configuration.

(Smartphone) Weekly Time Review Page

TL_WEEKLY_COPY_FL

Review the weekly time before submitting the time for a time reporter.

This page lets you to add or edit time for any specific day before submitting their weekly time. This is an intermediate page after Weekly Time page and allows you to review and update the reported time before submitting it.

Weekly Time Summary Tile

HC_TL_WEEKLY_TIME_FLU_GBL

Select to open

Weekly Time Summary Page

TL_WEEK_TIME_FLU

View the reported time for a week for an employee and then navigate to report time page for a day.

Report Leave Tile

HC_TL_RPT_TIME_FLU_GBL_2

As a punch reporter, report vacation, sick and other leave types as well as the compensatory time as a value in units of hours.

Payable Time Tile

HC_TL_PAYBTIME_FLU_GBL

Select to open Payable Time page.

Payable Time Page

TL_PAYBTIME_FLU

View the payable time reported in the payable time page.

Leave / Comp Time Tile

HC_TL_COMPLEAVBAL_FLU_GBL

Select to open Leave Balances page.

Leave / Comp Time Page

TL_COMPLEAVBAL_FLU

View the details about the Leave Type or Compensatory Plan.

Use the Time tile (HC_TL_EMP_DSHBD_FL_LINK) to navigate to the time collection.

Navigation:

The Time tile is delivered as part of the Employee Self Service home page, but the location can change if you change the delivered home pages or if administrators personalize their home pages.

As an employee, you can add the tile, through personalization, to a system-delivered home page or a home page that you create.

This example illustrates the Time tile.

Time Tile

Select the Time tile to access these employee self-service actionable tiles without using traditional menu navigations:

  • Enter Time

  • Time Summary

  • View Exceptions

  • Setup Quick-Fill

  • Report Time

  • Weekly Time

  • Weekly Time Summary

  • Payable Time

  • Manage Absence

  • Cancel Absences

  • View Requests

  • Absence Balances

The following video provides an overview of Actionable Tiles for Time and Labor and Absence transactions.

Video: Image Highlights, PeopleSoft HCM Update Image 29: Refine Employee Navigation for Time and Labor and Absence

Use the Time Collection — Actionable Tiles (HC_TL_EMP_DSHBD_FL_LINK) to navigate to the corresponding pages.

Navigation:

Select Time tile available on the Employee Self Service Home page to access the actionable tiles.

As an employee, you can add the tile, through personalization, to a system-delivered homepage or a homepage that you create.

The following video provides an overview of Time and Labor Actionable Tiles.

Video: Image Highlights, PeopleSoft HCM Update Image 30: Actionable Tiles for Employee Time and Labor Transactions

Video: Image Highlights, PeopleSoft HCM Update Image 29: Redefine Employee Navigation for Time and Labor and Absence Transactions

This example illustrates the Time Collection — Actionable tiles when logged in as an elapsed time reporter.

Time Collection_Actionable Tiles

This example illustrates the (Smartphone) Time Collection - Actionable Tiles while using a smartphone.

(Smartphone) Time Collection - Actionable Tiles

The difference of Actionable tiles collection page for Punch time reporter is that, this type of time reporter can report time using Report Time Page without going to the respective page.

This example illustrates the fields and controls of Time Collection — Actionable Tiles for Punch Time Reporter

Actionable Tile Collection page for Punch Time Reporter

See Report Time Tile for more details.

The Job Selector banner at the top of the Actionable Time Tile page is used to select the job, in case of an employee who has more than one job to select.

The employee can select the job from Select a job drop down and view the corresponding details on the dashboard tiles.

This example illustrates the fields and controls of Job selector banner.

Contextual Dashboard

A user with multiple job profile can select a job using job-selector drop-down and Apply to view the details of that job profile.

The employee header displays the employee photo and up to three lines of information for a selected job. This information can be configured using the employee header configuration. For more information, see (Fluid) Managing Employee Headers.

Example of an employee header in fluid self-service pages.

Fluid Employee Header_Example

The configurable employee header appears for all fluid self-service and manager self-service Time and Labor pages. For employees with multiple active jobs, the Select Another Job link will be enabled that leads to a Change Job Selection window.

This example illustrates the fields and controls on the Change Job Selection Modal.

Change Job Selection Modal

This example illustrates the fields and controls on the Change Job Selection Modal in Accessible Mode.

Change Job Selection Modal_Accessible Mode

The Enter Time Tile (HC_TL_ENTER_TIME_FLU_GBL) is one of the tiles on the Time Tile collection page. The tile displays up-front information such as time period, which contains begin date and end date. If configured, the status bar on the next line displays reported and scheduled time in the selected color configuration for the specified time period.

Select the Enter Time tile to navigate to the Enter Time page.

Navigation:

Select the Time Tile available on the Employee Self Service Home Page to access the Enter Time tile.

This example illustrates the Enter Time tile.

Enter Time Tile

The Punch time reporter will not see the Enter Time tile, they can only see the Report Time tile on the Smartphone.

Use the Enter Time (TL_ELP_TIME_FLU) page to enter time and view the default time period for the workgroup or the default time period based on the user preferences.

Navigation:

Select the Time tile available under the Employee Self Service Homepage Tile Collections page. You can select the Enter Time tile to open the Enter Time page.

This example illustrates the fields and controls of the Enter Time page for an elapsed time reporter.

Elapsed Time page

This example illustrates the fields and controls on the Enter Time Page with Time Units. You can find definitions for the fields and controls later on this page.

Team Time page

The period slider and Week time on the header indicates the time updates in units for an elapsed time reporter.

Note: The reported time hours are updated on entry in both Employee and Manager Self Service. If Refresh Reported Time Totals on Time Entry is not selected on the Time and Labor Installation page, the reported hours and status bar will not be updated until the time is either saved or submitted.

The following video provides an overview of Update of Reported Totals on the Fluid Time Page after Save or Submit.

Video: Image Highlights, PeopleSoft HCM Update Image 32: Update of Reported Totals on Fluid Time Page after Save or Submit

Administrators can configure for employees to view the time detail values inline in the timesheet by selecting the option of Expand Time Details on Timesheet under Time and Labor Installation Page.

This example illustrates the Time Detail values inline in the Timesheet of an Elapsed time reporter.

Elapsed Time page

This example illustrates the Time Detail values inline in the Timesheet of a Punched time reporter.

Punched Time

The Enter Time pages for elapsed time reporters show the Time Details icon when the Expand Time Details on Timesheet option is not selected under the Fluid Timesheet section in the Time and Labor Installation page.

For more details, see Setting Up System Defaults and Loading Dates.

A ChartField is a data field that stores accounting information that affects budget and this field is used for internal and external reporting.

The ChartField is associated to search for valid Combination Codes or Speed types using table lookups.

The ChartField integration using Fluid is now available in Time and Labor for Managers and Employees. The user with the role TL Employee Time Fluid and Permission List ChartField Fluid (HCCPCF1000) can use this facility.

This example illustrates the fields and controls on the Enter Time Page with the ChartFields link. You can find definitions for the fields and controls later on this page.

Enter Time Page_ChartFields

Note: When time details are expanded in the timesheet, the Enter Time page displays the combination code prompt and chart fields link for an elapsed time reporter.

For more information on common ChartField Pages, refer Understanding ChartField Validation.

Field or Control

Description

Employee Header

Job information of the user is displayed based on the Employee Header configuration. The Select Another Job link will be enabled for employees with multiple active jobs to switch between them as required.

Period Header

The period header lets user select the time period for which they will be reporting or viewing time.

The default period for the user will be available for selection and is displayed below the dates. Users can control the time period defaults for time entry using the configuration under user preferences.

Period Summary totals are displayed under the dates. If there is no schedule configured then the scheduled total will not display.

All action buttons on the period header will perform the action for the period selected. If the user is viewing time for time period greater than a weeks time, then the time will be submitted for the entire period.

The green or red banner represents the reported time against scheduled time.

Previous

Navigate to previous time period.

Navigate

Navigate to future time period.

*View By

Enables the users to view the time reported by monthly, weekly, bi-weekly or by the period defined either on the time reporter's profile or on the Workgroup definition. By default, the view by period option displays the monthly data.

Selecting the view by period option enables a scroll bar below the reported time to view the entire data for the date span. The columns with time entries are only moved upon scrolling and the other columns remain frozen.

Weekly Banner, Scheduled and Reported

These are applicable only for elapsed reporters using desktop.

Weekly summary will be displayed in the weekly banner. The summary will show the scheduled total and reported total for the week in view.

If the selected time period for the user is greater than weekly, the weekly pagination (green banner) will be displayed.

Users can enter time for one week at a time and navigate between weeks using the previous and next button on the weekly banner.

Note: If there is no schedule configured then the scheduled total will not be displayed.

Calendar Icon

Users can click on the Calendar icon to select a date from the calendar to view the weekly data starting from the selected date.

Request Absence Button

Select to open Request Absence Modal (HGA_SS_REQ_FLU).

If Use Absence Approval Definition for Request Absence is selected on the Time and Labor Installation Page, while requesting an absence, the absence will be routed for approval as per the approval definition ID set for that absence in Absence Management.

Save For Later

Select to keep the entry as draft.

Note: The time details that can be entered will depend on the configuration of the time reporting template used by the time reporter.

Submit Button

Submit the timesheet entries.

Time Reporting Code/ Time Details

Select the Time Reporting Code (TRC).

Note: Once the user selects the TRC and performs another action like navigating to the next or previous weeks or selecting apply rules, save for later button, then the row is locked for the TRC selected. The TRC selector will be grayed out and the time details will change to read-only. This is done to preserve data integrity when the user leaves the page.

The selected TRC will be available for the entire period spanning weeks in-case of bi-weekly or other periods and users can report the quantity against the same TRC and time details.

Time Details

The Time details for different entries.

See Time Details page for more details.

This icon will be hidden and the time detail values are expanded in the timesheet pages if the option of Expand Time Details on Timesheet is selected in Time and Installation page.

For more details, see Time and Labor Installation Page.

Row Totals

The row total is displayed against each row for the selected period.

Add

Add a new row.

Minimize

Delete the entry which is not required. See theDelete Confirmation Page for more details.

Days

Days of the week with scheduled and reported time is displayed. You can click on the Status bar and navigate to the requested page, while preserving the context of the date from which the action was performed.

Note: Icons will appear in the boxes if the user has an exception, saved time, absence, or saved absences. The icons appear different for each case and users can hover on it to identify them. When approvals are configured the corresponding approval status icon will be displayed.

The visibility of the status bar can be controlled on the Time and Labor Installation. Administrators can set the options like hide/show and the default colors and patterns that will be available for their user population. Individual users can override the color preferences using the user fluid preferences. This status bar will not be automatically displayed if there is no schedule configured for the user.

The green or red banner represents the reported time against scheduled time.

Note: Current date is highlighted in blue.

Actions

Enables users to access related actions like Time Summary, Payable Time and Add/View Comments. Enter comments for the entries. See the Time Reporting Comments Pagefor more details.

With Comments

Comments have been already entered for the time entry.

View Legend button

Select this link to view the Legend Page and review the patterns.

Note: Any message or warning for the time reporter will appear in the screen below the View Legend link. On a Mobile device, the View Legend link re-directs you to the Weekly Time page.

Elapsed Punch button

Select to switch the timesheet to either an elapsed time or a punch timesheet. This option may not be available, based on the configuration specified on the Time and Labor Installation page.

The following video provides an overview of the Attestation feature:

Video: Image Highlights, PeopleSoft HCM Update Image 30: Fluid TL MSS Report Time Attestation

This example illustrates the fields and controls of Elapsed Time Reporting enabled with Attestation.

Enter Time Page with Attestation

Use Enter Time Details page to view and select ChartField links to for selecting advanced search of Combination Code.

Select the Time Details icon for viewing Time Details Page.

This example illustrates the fields and controls on the Enter Time Details page. You can find definitions for the fields and controls later on this page.

Enter Time Details Page

Select the ChartFields link to open the ChartField Details Page.

Note: When Time Details icon is enabled, the Time Details Page display the combination code prompt and ChartFields link.

Use Enter Time (TL_PCH_TIME_FLU) page to enter time and view the default time period for the workgroup or the default time period based on the user preferences for a punch time reporter.

Navigation:

Select Time Tile available under Employee Self Service Home page to access the Tile Collections. You can select Enter Time tile to open Enter Time page.

You need to login as a punch time reporter.

Video: PeopleSoft HCM Update Image 27: Time and labor Fluid Time Entry for Tablet and Desktop

This example illustrates the fields and controls on the Employee Self Service - Enter Time (TL_PCH_TIME_FLU) page for punch time reporters.

Punched Time

Select Show All Punch Columns to view all the punch breaks.

This example illustrates the fields and controls for Enter Time page for a Punch Time Reporters with all

the possible punch break times.

Show All Punch Columns

This example illustrates the time detail values inline in the Timesheet for Punch Time Reporter.

Enter Time for Punch Time Reporter with Time details

Administrators can configure for employees to view the time detail values inline in the timesheet by selecting the option of Expand Time Details on Timesheet under the Time and Labor Installation Page.

The Enter Time pages for Punch time reporters show Time Details icon when Expand Time Details on Timesheet option is not selected under Fluid Timesheet section in Time and Labor Installation page.

This example illustrates the fields and controls on the Enter Time Page with ChartFields link for Punch Time Reporter. You can find definitions for the fields and controls later on this page.

Enter Time Page_ChartFields

Note: When the expand time details is enabled, the Enter Time page display the ChartFields link and combination code prompt.

Field or Control

Description

Employee Header

Job information of the user is displayed based on the Employee Header configuration. The Select Another Job link will be enabled for employees with multiple active jobs to switch between them as required.

Period Header

The period selector lets user select the time period for which they will be reporting or viewing time.

The default period for the user will be available for selection and is displayed below the dates. Users can control the time period defaults for time entry using the configuration under user preferences.

Period Summary totals are displayed under the dates. If there is no schedule configured then the scheduled total will not display.

All action buttons on the period header will perform the action for the period selected. If the user is viewing time for time period greater than a week’s time, then the time will be submitted for the entire period.

The green or red banner represents the reported time against scheduled time.

Previous

Navigate to previous time period.

Navigate

Navigate to future time period.

*View By

Enables the users to view the time reported by monthly, weekly, bi-weekly or by the period defined either on the time reporter's profile or on the Workgroup definition. By default, the view by period option displays the monthly data.

Selecting the view by period option enables a scroll bar below the reported time to view the entire data for the date span. The columns with time entries are only moved upon scrolling and the other columns remain frozen.

Weekly Banner, Scheduled and Reported

These are applicable only for elapsed reporters using desktop.

Weekly summary will be displayed in the weekly banner. The summary will show the scheduled total and reported total for the week in view.

If the selected time period for the user is greater than weekly, the weekly pagination (green banner) will be displayed.

Users can enter time for one week at a time and navigate between weeks using the previous and next button on the weekly banner.

Note: If there is no schedule configured then the scheduled total will not be displayed.

Calendar Icon

Users can click on the Calendar icon to select a date from the calendar to view the weekly data starting from the selected date.

Request Absence Button

Select to open Request Absence Modal (HGA_SS_REQ_FLU).

Show All Punch Columns

Select to display all punch patterns and breaks used in the punch reporting. For more information, refer to the Punch Pattern Page in Creating Time Reporting Templates.

Clear

Select to clear all the punch entries.

Save For Later

Select to keep the entry as draft.

Note: The time details that can be entered will depend on the configuration of the time reporting template used by the time reporter.

Submit Button

Submit the timesheet entries.

Time Reporting Code/ Time Details

Select the Time Reporting Code (TRC).

Note: Once the user selects the TRC and performs another action like navigating to the next or previous weeks or selecting apply rules, save for later button, then the row is locked for the TRC selected. The TRC selector will be grayed out and the time details will change to read-only. This is done to preserve data integrity when the user leaves the page.

The selected TRC will be available for the entire period spanning weeks in-case of bi-weekly or other periods and users can report the quantity against the same TRC and time details.

Quick Fill/ Time Details

Select saved Quick-Fill/ Time Details.

Time Details

Time details for different entries.

This icon will be hidden and the time detail values are expanded in the timesheet pages if the option of Expand Time Details on Timesheet is selected in Time and Labor Installation Page.

Days

Days of the week with scheduled and reported time is displayed. You can click on the Status bar and navigate to the requested page, while preserving the context of the date from which the action was performed.

Note: Icons will appear in the boxes if the user has an exception or saved time. When approvals are configured the approval status for the time reported can be viewed here.

The visibility of the status bar can be controlled on the Time and Labor Installation. Administrators can set the options like hide/show and the default colors and patters that will be available for their user population. Individual users can override the color preferences using the user fluid preferences. This status bar will not be automatically displayed if there is no schedule configured for the user.

The green or red banner represents the reported time against scheduled time.

Note: Current date is highlighted in blue.

Add

Add a new row.

Minimize

Delete the entry which is not required. See the Delete Confirmation Page for more details.

Comment

Enter comments for the entries. See the Time Reporting Comments Page for more details.

With Comments

Comments have been already entered for the time entry.

View Legend button

Select this link to view the Legend Page and review the patterns.

Note: Any message or warning for the time reporter will appear in the screen below the View Legend link. On a Smartphone, the View Legend link re-directs you to the Weekly Time page.

Actions

Enables users to access related actions like Time Summary, View Payable Time and Attendance Violations. Enter comments for the entries.

Employee can use Legends (TL_ICON_LEGEND_SCF) window to view the legends used and a short description of legends.

Navigation:

Select the View Legend hyperlink to open Legends window.

This example illustrates the legend patterns.

Legend (1_2) Modal

This example illustrates the legend patterns (2_2) window

Legend (2_2) Modal

Note: The Reported, Reported Under Schedule, and Reported Over Schedule legend colors are dynamic. Your Organization configures the color combination as per the need in User Preferences.

Employee can use Request Absence (TL_TR_COMMENT_FLU) modal to report the absence from enter time page.

Navigation:

Select the Request Absence button from Enter Time page to open Request Absence modal.

This example illustrates the fields and controls of Time Reporting modal.

Absence Request Modal

Employee can use Time Reporting Comments (TL_TR_COMMENT_FLU) page to enter comments for the time reported.

Navigation:

Select the comments icon to open Time Reporting comments page.

This example illustrates the fields and controls of Time Reporting Comments page for employees.

Time Reporting Comments

Employee can use Delete Confirmation (TL_DEL_CONFIRM_FLU) window to confirm deletion before the final delete.

Navigation:

Select the negative icon to get the Delete Confirmation window.

This example illustrates the fields and controls of delete confirmation modal.

Delete Confirmation Modal

Select Report (Time Tile (HC_TL_ENTER_TIME_FLU_GBL) to navigate toReport Timepage.

Navigation:

Select Time Tile available under Employee Self Service Home page to access the Tile Collections. You can select Report Time tile to open Report Time page.

This example illustrates the Report Time tile.

Report Time Tile for Elapsed time reporters

The Punch time reporter can only see the Report Time tile on the .

This example illustrates the Report Time tile.

(Smartphone)Report Time Tile

Both Enter Time and Report Time tiles are available on the desktop for the punch time reporter. But while using Smartphone, the punch time reporter can see the Report Time tile only. If you want to see the Webclock / Report Time page, then ensure the Time field on the Time Reporting Template is enabled. This enables the Report Time button for time reporter on the Report Time tile to report time for the selected punch type.

This example illustrates the Report Time tile for punch time reporters.

Report Time page for Punch time reporters

The Report Time tile is not available while using a phone for punch time reporters.

The tile displays the current date based on users time zone irrespective of any crossover punches pending action. The second line displays the live time with a dynamic refresh in HH:MM AM/PM format for user preferences of 12 hour time display and in HH:MM for user preferences of 24 hour time display. The next line shows last action as shown on the Daily Time page. A button on next logical punch and actions button are available on the tile.

This example illustrates the actions options available for a punch time reporter while using Report Time tile.

(Smartphone) Report Time Tile for Punch time reporters

The tile will display the next logical button according to the last action performed. Select actions icon to select any other options than logical punch. The Actions button is enabled with View Full Site. Employee can navigate to Report Time page for daily time reporting.

Use the Report Time page (TL_RPTD_ELP_FLU) to navigate to the different reporting time options when logged in as an elapsed time reporter.

Navigation:

Select the Time tile on the Employee Self Service page or a homepage where the tile is added.

Select Report Time tile from the Tile Collections .

This example illustrates the fields and controls on the Employee Self Service - Report Time page for Elapsed time reporter.

(Desktop) Report Time Page

This example illustrates the fields and controls on the Report Time Page with ChartFields.

Report Time Page with ChartFields

Select ChartFields hyperlink to navigate to ChartField Details Page for selecting the required combination code.

This example illustrates the fields and controls on the Employee Self Service - Report Time page for elapsed time reporter using a smartphone.

(Smartphone) Report Time Page for Elapsed User

This example illustrates the fields and controls on the Employee Self Service - Report Time Page with ChartFields. You can find definitions for the fields and controls later on this page.

(Smartphone) Report Time Page with ChartFields

Note: Quick fill and the status bar display on the basis of the user configurations.

Field or Control

Description

Punch Type

Enter the Punch type as In, Out, Meal, Break, or Transfer. as per the requirement.

Time Reporting Code

Element of compensation or a bucket of several elements in which the system collects labor data, hours, amounts, or units worked. Select Regular or Holiday.

Time Details

Collapsible group box that contains any fields configured to be shown on the phone other than Punch Type, or TRC.

Comments

Select the chevron to open the Time Reporting Comments Page to enter the comments. Once saved, you can view the comments entered for a time.

Submit

Select to submit the reported time.

Use the Report Time page (TL_WEB_CLOCK_FLU) to navigate to the different reporting time options for Punch time reporter.

Navigation:

Select the Time tile on the Employee Self Service page or a homepage where the tile is added.

Select Report Time tile from Time Tile collections.

This example illustrates the fields and controls Report Time Page when the employee is logged in as a Punch Time reporter.

Employee_Punch Time Reporting

This example illustrates the fields and controls on the Report Time Page for Punch Time Reporter with ChartField. You can find definitions for the fields and controls later on this page.

Report Time Page_Punch Reporter ChartField

Select the ChartFields link to open the ChartField Detail page. You can select the ChartField Details or do an advanced search of Combination code and Speed Types in ChartField Detail modal.

This example illustrates the fields and controls on the Report Time_ChartField Detail for Punch Time.

Report Time Page_Punch Reporter ChartField Details Page

Field or Control

Description

Punch Type

Enter the Punch type as In, Out, Meal, Break, or Transfer. as per the requirement.

Time Reporting Code

Element of compensation or a bucket of several elements in which the system collects labor data, hours, amounts, or units worked. Select Regular or Holiday.

Time Details

Collapsible group box that contains any fields configured to be shown on the phone other than Punch Type, or TRC.

Submit

Select to submit the reported time.

This example illustrates the fields and controls of Report Time Page when the employee is logged in as a Punch Time reporter using smartphone.

(Smartphone) Report Time Page for Punch User

The Time page displays options according to the employees permissions.

You can use the employee punch template to identify the punch pattern and insert the punch patterns as next items. The button bar displays two up-front actions listed and the others under Actions overflow.

When an employee is enrolled as a punch time reporter, the reported time is captured as a point in time rather than duration. In and out pairs are used to calculate the duration of time worked.

If the Time options are disabled on the Punch template, a read-only running digital clock with seconds tracked displays at the top of the page. It uses the format HH:MM:SS. suffix the clock with AM or PM. accordingly. Below the clock displays the last action taken by you.

When Time option is enabled, the time clock displays the days details.

Field or Control

Description

In button

Select to display the next logical punch for the time reporter.

Break button

Select to enter the break details.

for example, once Meal is selected, the next punch in the list In comes in the place of Meal. The logical punch Meal will not be displayed unless it re-occurs in the punch pattern later.

Actions button

Display the overflow actions like regular related action. Select the vertical dots see the action overflow.

On selectingActions, you can select any other action like In, Meal or Out.

Note: Primary action or the first action in the list is highlighted in green. Other actions depicts in the grey background. Once the action is recorded, the next logical punch from the sequence replaces the action taken. The reporting page display is determined by the employees time reporter type of Punch or Elapsed Timesheet. When the employee taps to expand the group boxes in punch type, the fields that display are determined by the settings in the Time Reporting template and the Task Template.

These options are valid only for an employee who has been logged in as an Elapsed Time reporter.

When an employee is enrolled as an elapsed time reporter, the reported time is captured as a duration when the TRC Type is in Hours. The employee will enter a value in the Quantity field and the value entered will represent the number of hours worked.

To display the next logical punch shift, the system checks the employee's punch pattern. System would check if shift exists for the employee then the Punch Schedule is used. If the schedule is unavailable, the system uses the following sequence to derive the next logical punch.

  1. Time reporting template from time reporter data.

  2. Time reporting template from Taskgroup.

  3. Punch pattern from Time and Labor Installation.

Field or Control

Description

Time Reporting Code

The reported time is captured as a duration when the time reporting code type is in hours.

Quick Fill

Select the pre-entered or saved time schedule

Quantity

Enter a value which represents the number of hours worked.

Time Details

Collapsible group box that contains any fields configured to show fields based on time reporting template and taskgroup.

Summary and Detail tabs

For the submitted hours grid, the summary view shows TRC with Quantity, where as the details view shows all available fields.

Note: The employee can select the TRC which represents the unit of measure other than hours.

This example illustrates the fields and controls on the Report Time Page for Punch Time Reporter with comments. You can find definitions for the fields and controls later on this page.

Report Time Page for Punch Time Reporter with comments

Field or Control

Description

Comments

Select the chevron to open the Time Reporting Comments Page to enter and save the comments for future reference.

Copying Time

For employees whose time reporting is not varying from week to week, the administrator can set up the My Preferences to copy time which is previously reported, schedules of the employee or predefined Task Values.

There are three options in user preferences for copying time, they are Prior Period, Schedule, and Task Values.

Field or Control

Description

Prior Period

Employee can copy the time reported seven days prior to the current day and this time is added to the current day.

Schedule

Employee can copy the time schedule for a particular day from the employee schedule and is added to the current time.

Task Values

Employee can copy the task value set up in PIA User preferences at the user level and is added to the current time.

Note: The Copy button appears on the Report Time page, when the options of Prior Period, Schedule, or Task Values are enabled in user preferences. Copy Time is available only in case of time reporting for today's date.

If the administrator allows user override, the user can specify their own preference on their user preference.

Reporting Time Page for Multiple Jobs

An employee can have more than one active job at a time. This is represented in the Job component as multiple employee record numbers. Each job in the job record for a single employee should be designed so that the Job Title for each employee record number is unique. Company Directory, Absence Management and Time and Labor components use the Job Title on the Job record to select each job when an employee has multiple jobs.

The multiple job drop-down list box is visible only when an employee has more than one active job. All active jobs will be displayed in the drop-down list box.

To avoid inadvertent time reporting against an incorrect job, the employee need to select a job before submitting the time.

This example illustrates the fields and controls on the Time reporting for an employee having multiple jobs.

Report Time - Multiple Jobs

The employee can select a different job by tapping on the Job drop-down list box again and selecting another job. After selecting a different job from the drop-down list box, the screen is updated with inform the newly selected job. As the employee navigates between jobs and dates, the Report Time screen may display elapsed time fields or punch time fields depending upon the configuration of the job.

Multiple jobs applies for the following transactions:

  • Report Time

  • Report Leave

  • Timesheet

  • Weekly Time Summary

  • Payable Time

  • Leave and Comp Balances

Select Time Summary Tile (HC_TL_TIME_SUM_FLU_GBL) to navigate toTime Summarypage.

Navigation:

Select Time tile available under Employee Self Service Home page to access the Tile Collections. You can select Time Summary tile to open Time Summary page.

This example illustrates the Time Summary tile.

Time Summary Tile

Different Fluid Time sheet pages and Time Summary tile displays the reported time total in different time units.

The following video gives an overview of Reported Time totals for units and amounts:

Video: Image Highlights, PeopleSoft HCM Update Image 35: Reported Time Totals for Units and Amounts.

The time entry for more than one entries display as link at the bottom of the tile as an extended link.

For Phone, the Enter Time Page is not available. You can use Report Time tile and Report Time Page for reporting time.

This Time Summary (TL_TIME_SUM_FLU) page is used to view the time summary for a particular period, weekly, bi-weekly and monthly time entries by an employee.

This example illustrates the fields and controls of Time Summary: Weekly page for an Elapsed Time Reporter.

Time Summary_Weekly Page

Field or Control

Description

Job Title

Job title of the user is displayed based on the HR Fluid Header configuration. The Select Another Job link will be enabled for employees with multiple active jobs that leads to a Change Job Selection window.

Period Header

The period selector lets user select the time period for which they will be reporting or viewing time.

The default period for the user will be available for selection and is displayed below the dates. Users can control the time period defaults for time entry using the configuration under user preferences.

Period Summary totals are displayed under the dates. If there is no schedule configured then the scheduled total will not display.

The green or red banner represents the reported time against scheduled time.

Calendar Icon

Users can click on the Calendar icon to select a date from the calendar to view the weekly data starting from the selected date.

View By

Select from the options Biweekly, Monthly, Weekly or for a particular Period.

Days

Each box will display up-to 3 TRC's with accumulated time. Icons will appear for the day to display exception, saved time and approval statuses. Each box will also display the status bar if a schedule is configured and will display the schedule and reported total for that day.

Note: Current date is highlighted in blue.

Actions icon

Select to go to more actions, you can edit time using this option.

This example illustrates the fields and controls on the Time Summary Reported Time Tab. You can find definitions for the fields and controls later on this page.

Time Summary Page_Elapsed_Reported Time Tab

The Time Summary page reported time tab displays the reported time in different units other than hours for an employee in header, day box and footer.

Note: The Reported Time tab hides the TRC types Units and Dollars for a day when the particular TRC types are not present for the day .

The page header hides the Units and Dollars if all the time reported for the chosen period is only of Hours.

This example illustrates the Time Summary Payable Time Tab

Weekly Summary_Payable Time Tab

This example illustrates the fields and controls of the Time Summary: Bi-Weekly page for an Elapsed Time Reporter.

Time Summary_BiWeekly Page

This example illustrates the fields and controls of Time Summary: Monthly page for an Elapsed Time Reporter.

Time Summary_Monthly Page

The Combo code and chartfields are available for selection using the filters. The time summary detail footer will display the respective combo code or chartfield values wherever available.

This example illustrates the fields and controls on the Time Details in Time Summary Page. You can find definitions for the fields and controls later on this page.

Time Summary_Time Details_Footer

Note: All the time detail values for the selected day/(s) will be concatenated and displayed. This includes all the time and task values reported.

List the Combination Code as an option in the modal only if any time is reported for a combination code for the period in the context. In other case, it hides the combination code prompt.

Combo code and chartfields are available for selection using the filters. The time summary detail footer will display the respective combo code or chartfield values wherever available.

Select the filters icon to open the filter modal.

This example illustrates the fields and controls on the Time Summary_Filter Modal. You can find definitions for the fields and controls later on this page.

Time Summary with Filters

This example illustrates the fields and controls on the Time Summary Page with selected filter applied. You can find definitions for the fields and controls later on this page.

Time Summary with Selected Filter

Note: The selected filter will be shown as in the footer.

User can also use the Filters option to narrow down the results.

When filters are applied, the icon turns blue and filter results are highlighted as blue boxes in the Footer area. Clicking on any day will automatically clear the filters. A Clear filters link display at the top of the screen to clear the filter. The time details for the selected day when individual day is selected is also displayed in the Footer area.

Field or Control

Description

Edit Time

Users can use the Edit Time button for the selected date to view or edit time for that day.

Note: Edit Time button is not displayed, when the filter is applied.

Note: The default View By is decided by the user preferences in time reporting.

This example illustrates the fields and controls of Time Summary: Weekly Page for Elapsed Time Reporter.

Time Summary Weekly for Punch Time Reporter

This following example illustrates the Time Summary Navigation to Weekly Time page for a device.

Weekly Time page (Time Summary Navigation)for Mobile

Select View Exceptions Tile (HC_TL_EMPL_EXCEP_FL_GBL) to navigate toView Exception page.

Navigation:

Select Time Tile to access the View Exceptions tile.

This example illustrates the View Exceptions tile.

View Exception Tile

The Exceptions tile display the exception count as a number.

For Phone, the Enter Time Page is not available. You can use Report Time tile and Report Time Page for reporting time.

The View Exceptions (TL_EMPL_EXCEP_FL) page is used to view the exceptions of time entries for an employee.

This example illustrates the fields and controls of View Exceptions page.

View Exceptions Page

Field or Control

Description

Sort

Sort the entries.

Chevron

Select to view the Enter Time page and highlight the day in context.

Select the Exception icon to view the options: Time Summary, View Exceptions and Payable Time Summary. This facility is available only for desktop users.

View Exceptions Drop Details

Navigation:

The related action will only be available for a reported exception.

This example illustrates the View Exceptions details for time reported for the day.

View Exceptions Single Details

Select Setup Quick-Fill Tile (HC_TL_QUICK_FILL_FLU_GBL) to navigate toSetup Quick-Fill page.

Navigation:

Select Time tile available under Employee Self Service Home page to access the Tile Collections. You can select Setup Quick-Fill tile to open Setup Quick-Fill page.

This example illustrates the Setup Quick-Fill tile.

Setup Quick-Fill Tile

For Phone, the Enter Time page is not available. You can use Report Time tile and Report Time page for reporting time.

Use Setup Quick-Fill (TL_QUICK_FILL_FLU) page to create a quick fill and view the existing saved quick fills. Using this page, you can select and update the quick fill and change the status to active or inactive as required.

Using Quick-Fill, you can populate the Time Details fields that are configured on a timesheet. This allows users to save combinations of values in the Time Details.

This example illustrates the fields and controls for Setup Quick-Fill page.

Setup Quick-Fill Page

Field or Control

Description

Add Quick-Fill

Select to add a new Quick-Fill. In the modal which opens, you can enter the time detail components that are part of that quick fill.

Name

Select quick fill name to view the quick fill parameters.

Details

View the time details encapsulated in the quick fill.

Note: You cannot edit the name of the Quick-Fill.

Status

Select to make the quick fill active or inactive.

Note: Quick-Fills are ordered by creation date descending by default. However the user can use the sort option to choose the columns to sort. You cannot delete the Quick-Fill once added.

This example illustrates the fields and controls on the Setup Quick-Fill page with ChartFields Selected.

Setup Quick Fill page with ChartFields selected

This example illustrates the fields and controls for Setup Quick-Fill page using a device.

(Smartphone) Setup Quick-Fill page _Summary Tab

Note: Inactive Quick-Fill cannot be seen in the Enter Time page unless some time is reported for the particular Quick-Fill.

Field or Control

Description

Summary tab

View the summary of saved quick-fills which contains Name and status.

Detail tab

Displays the Quick-Fill name and details.

Add icon

Select to add a new quick-fill.

This example illustrates the files and controls for Quick-Fill modal window.

Quick-Fill - Details Modal

Use Template Type, Taskgroup, Project ID, Activity ID, Location, Business Unit, Customer, Product, Locality, Currency Code, Combo Codes, Comp Rate Code, User Fields, Rule Element, Time zone, Country, State, Locality, Billable Indicator, Task Template for filling the quick fill details.

Use Save to save the quick fill and Cancel to go back to the Setup Quick-Fill page.

This example illustrates the fields and controls on the Setup Quick-Fill Details page.

Setup Quick Fill page with ChartFields

Select already reported time to view and update the time details of the time reported.

This example illustrates the fields and controls of Report Time Details page.

Reported Time Details Page

This example illustrates the fields and controls on the Report Time Details with ChartFields.

Report Time Page with ChartFields

Field or Control

Description

Cancel

Cancel to go back to Report Time Page.

Submit button

Select to submit the updates for Reported Time details.

The following video gives an overview of ChartFields in Time and Labor:

Video: Image Highlights, PeopleSoft HCM Update Image 35: Fluid ChartFields.

Select Weekly Time (HC_TL_PRE_POP_ELP_FL_GBL) tile to navigate toWeekly Time Entrypage.

Navigation:

Select Time tile available under Employee Self Service Home page to access the Tile Collections. You can select Weekly Time tile to open Weekly Time page.

This example illustrates the Weekly Time tile.

Weekly Time Entry Tile

For Phone, the Enter Time Page is not available. You can use Report Time tile and Report Time Page for reporting time.

The Weekly Time tile displays the begin date and end date considering the user preferences. The status bar in the next line based on the users color preference configuration. The status bar displays the schedule to the reported ratio for the period displayed.

Select the Weekly Time tile on Actionable tile collections page.

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

(Desktop) Weekly Time Entry Page

This table represents the honor of the user preferences and shows the desired option pre-populated in the weekly time entry page drop-down list.

Time Pre-population Method

Options for Elapsed Users

Options for Punch Users

Off/Task Values

Default Selection: Manual Entry

Other Available Options:

  • Apply Schedule

  • Copy form previous week

Apply Schedule

Copy form previous week

Prior Period

Default Selection: Copy form previous week

Other Available Options: Manual Entry

Copy form previous week

Schedule

Default Selection: Apply Schedule

Other Available Options: Manual Entry

Apply Schedule

Note: The time pre-population options including start day of the week will be honored for custom time periods of the type weekly.

The first day of the week under Select Days comes from the User Preferences Page.

This example illustrates the fields and controls on the Weekly Time Entry Page with ChartFields. You can find definitions for the fields and controls later on this page.

Weekly Time Page with ChartFields

This example illustrates the fields and controls of Weekly Time page for Employee Self Service using a smartphone.

(Smartphone) Weekly Time Page

The user can do three types of time entries using the options:

  • Apply Schedule

  • Copy From Previous Week

  • Manual Entry

Field or Control

Description

Navigation Back and Navigation Next

Icons that control the date ranges. Use the icons to navigate to a different week.

Update icon

Go to the reported time for a day by tapping the icon corresponding to that day.

Select Days

Select more than one day icons to report time for more than one days.

Note: Whenever there is time reported already for the given week, the page shows only manual entry.

Employee can use Weekly Time Review Page (TL_WEEKLY_COPY_FL) to review and submit the reported weekly time.

An employer can review the weekly time reported for a week for a job by navigating to weekly time Review page. The employee can also tap on the reported time row to navigate to the Report Time page and update existing time for that day.

This example illustrates the fields and controls of the Review Weekly Time Page using smartphone.

(Smartphone) Weekly Time Review Page

Field or Control

Description

Submit button

Enter to submit time after reviewing the time entries for a week.

Select Weekly Time Summary Tile (HC_TL_WEEKLY_TIME_FLU_GBL) to navigate to Weekly Time Summarypage.

Navigation:

Select Weekly Time Summary Tile to access the Weekly Time Summary page.

This example illustrates the Weekly Time Summary tile.

Weekly Time Summary Tile

For Phone, the Enter Time Page is not available. You can use Report Time tile and Report Time Page for reporting time.

Employee can use Weekly Time (TL_WEEK_TIME_FLU) page to view the time reported for the entire week, and then navigate to the report time page for a particular day by selecting that days time.

This example illustrates the fields and controls of Weekly Time Summary page for employees.

Weekly Time Summary page

Select the Report Leave (HC_TL_RPT_TIME_FLU_GBL_2) tile to navigate to the Report Leave page.

Navigation:

Select the Report Leave tile to access the Report Leave page.

This example illustrates the Report Leave tile.

Report Leave Tile

On selecting the Report Leave tile, opens the Report Time Page for Elapsed Time Reporter, using which you can request a leave.

Select Payable Time (HC_TL_TIME_SUM_FLU_GBL) tile to navigate toPayable Timepage.

Navigation:

Select Payable Time Tile to access the Payable Time page.

This example illustrates the Payable Time tile.

Payable Time Tile

The Payable Time tile details Include Pay Period, Total Hours and Estimated Gross. The Pay Period refers to the last pay period that was paid for the employee. The Estimated Gross is controlled on the basis of configuration.

For Phone, the Enter Time Page is not available. You can use Report Time tile and Report Time Page for reporting time.

Employee can use Payable Time page (TL_PAYBTIME_FLU) to report his vacation, sick and other leave types as well as compensatory time as punch reporter.

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

Payable Time page for Employee

Field or Control

Description

Payable Time Summary

Summarizes the payable time with TRC Types of Units, Hours and Amount.

Note: The Payable Time Page is for the case when the relevant Workgroup setting for Payable Time Range field is set to Date Range. The page layout will change according to Pay Period or Time Period settings.

Select Leave / Comp Time Tile (HC_TL_TIME_SUM_FLU_GBL) to navigate to Leave Balancespage.

Navigation:

Select Leave Balances Tile to access the Leave Balances page.

The following provides an overview of the Leave / Comp Time Tile:

Video: Image Highlights, PeopleSoft HCM Update Image 31: Leave and Compensation Balance.

This example illustrates the Leave / Comp Time tile.

Leave / Comp Time Tile

Select the Leave / Comp Time tile to view the Leave / Comp Time details page.

This example illustrates the fields and controls on the Leave / Comp Time details page.

Leave / Comp page

Leave and Comp Time balances are arranged in the card format with details upfront.

This example illustrates the fields and controls on the Leave Balances History page.

Leave Balances_Details page

Field or Control

Description

Return to Leave Balances

Select to return back to Leave Balances page.