Using Shifts in PeopleSoft Services Procurement
This section discusses how you can use shifts in PeopleSoft Services Procurement.
Shift Example
You create and release work order 1000 for an IT worker service with a rate of $35 per hour and a duration from 07/01/2004 to 06/30/20. The service provider will be spending some time on the swing shift, which may qualify for special pay. The following shift definitions are applicable over the course of the work order:
Swing Shift Definition
|
Effective Date |
Start/Stop Time |
Shift Percent |
Shift Rate (MHR) |
Rate Type |
|---|---|---|---|---|
|
01/01/1900 |
3:00PM/11:00PM |
10 |
NA |
NA |
|
01/01/2005 |
3:00PM/11:00PM |
NA |
$5.00 |
Add to WO Rate |
|
01/01/2010 |
2:00PM/10:00PM |
NA |
$5.00 |
Add to WO Rate |
Swing Shift by Service Definition for IT Worker
|
Effective Date |
Shift Attribute Value |
Start/Stop Time |
Shift Percent |
Shift Rate (MHR) |
Rate Type |
|---|---|---|---|---|---|
|
01/01/2004 |
Use Default Shift Attributes |
NA |
NA |
NA |
NA |
|
01/01/2007 |
Define for this Service |
3:00PM/11:00PM |
NA |
$45.00 |
Substitute WO Rate |
|
01/01/2009 |
Use Default Shift Attributes |
NA |
NA |
NA |
NA |
|
01/01/2011 |
Disable Shift for This Service |
NA |
NA |
NA |
NA |
Swing Shift by Service Definition for IT Worker based on Time Template
|
Effective Date |
Automatically Derive Shifts |
Associated Shifts |
Start/Stop Time |
Hours Worked |
|---|---|---|---|---|
|
01/01/1990 |
No |
NA |
NA |
NA |
|
01/01/2011 |
Yes |
Swing |
1:00PM to 9:00 PM |
Hours worked are compared to the shift start and stop times defined on time template. |
|
01/01/2011 |
Yes |
Grave |
9:00PM to 5:00AM |
Hours worked are compared to the shift start and stop times defined on time template. |
Selected Timesheet Information for Work Order 1000
This table outlines specific timesheet information that was entered for work order 1000:
|
Date Worked |
Hours Worked |
Shift Attributes |
Rate |
|---|---|---|---|
|
06/30/2004 |
10:00 AM to 3:00PM |
No related shift |
First 5 hours at $35.00 — Work Order Rate |
|
06/30/2004 |
3:00PM to 6:00PM |
Swing shift — Use Default Shift Attributes |
Last 3 hours at $38.50 — Shift rate (5.00 + 10%) |
|
06/30/2007 |
10:00 AM to 3:00PM |
No related shift |
First 5 hours at 5.00 — Work Order Rate |
|
06/30/2007 |
3:00PM to 6:00PM |
Swing shift — Defined for this Service |
Last 3 hours at 5.00 — Shift by Service rate )(5.00 substitute) |
|
06/30/2009 |
10:00 AM to 3:00PM |
No related shift |
First 5 hours at 5.00 — Work Order Rate |
|
06/30/2009 |
3:00 AM to 6:00PM |
Swing shift — Use Default Shift Attributes |
Last 3 hours at 0.00 — Shift rate (5.00 + (.00) |
|
06/30/201 |
10:00 AM to 2:00PM |
No related shift |
First 4 hours at 5.00 — Work Order Rate) |
|
06/30/2010 |
2:00PM to 6:00PM |
Swing shift — Use Default Shift Attributes |
Last 4 hours at 0.00 — Shift rate (5.00 + (.00) |
|
01/01/2011 |
10:00AM to 1:00PM |
No related shift |
First 3 hrs at $35.00 — Work Order Rate |
|
01/01/2011 |
1:00PM to 6:00PM |
Swing |
Last 5 hours at $40.00 (based on time template) |
|
06/30/2011 |
10:00 AM to 6:00PM |
No related shift |
8 hours at $35.00 — Work Order Rate |
Criteria for Shift Display and Selection on Timesheet
This section discusses how the shift value affects the information that is displayed on the timesheet.
Is the time template defined to automatically derive shift?
If the answer is Yes the system derives the appropriate shift based on the start and end times from the template.
Is there an effective-dated record defined for the shifts by service for the date worked? If Yes, what is the shift attributes setting for the shift on this date?
- Use Default Shift Definition: Skip steps 2 and 3; Shift column is not displayed on timesheet, but shift pay is applied based on rate from the shift definition for the date worked.
- Define for this Service: Skip steps 2 and 3; Shift column is not displayed on timesheet, but shift pay is applied based on Shift by Service definition for the date worked.
- Disable Shift for This Service: Skip steps 2 and 3. Shift column is not displayed on timesheet and no shift pay is applied.
If answer is No: Skip steps 2 and 3; Shift Column is not displayed on timesheet and no shift pay is applied.
If answer is No, go to step 2.
Is there an effective-dated record defined for shifts by service for any dates within the timesheet date range?
If answer is:
Yes: What is the Shift Attributes settings for the shifts during the timesheet date range?
- All are set to Use Default Shift Definition or Define For this Service: Shift column is displayed on timesheet, and all shifts are available for selection. Go to step 3
- Some are set to No Longer Valid: Shift column is displayed on timesheet, and all shifts with a Shift Attributes setting except Disable Shift for This Service effective somewhere within the date range are available for selection. Go to step 3.
- All are set to Disable Shift for This Service: Shift column is not displayed on timesheet. Skip step 3.
No: Shift column is not displayed on timesheet. Skip step 3.
Has a shift been selected for the time line?
If the answer is:
Yes: Is there an effective-dated record defined for shifts by service for the specific date associated to the hours column?
If Yes, then what is the Shift Attributes setting for that effective date?
- Use Default Shift Definition: Hours field is accessible for that date. System uses rate information from Swing Shift Definition for the date that hours were worked, and replaces or augments work order rate accordingly.
- Define for this Service: Hours field is accessible for that date. System uses rate information from Swing Shift and IT Worker Service Definition for the date that hours were worked, and replaces or augments work order rate accordingly
- Disable Shift for This Service: Hours field is not accessible for that date. No hours can be associated to the shift for that date.
If No, Hours field is not accessible, no hours can be associated to the shift for that date.
No: Hours field is not accessible for that date, and no hours can be associated to the shifts for that specific date.