Creating Time Reporting Templates

Time Reporting Code (TRC)

This field is available for both Elapsed and Punch Time Reporter template types. When you select an Elapsed Time Reporter template type, this field defaults to checked and has the default value of Optional. This field is required to display on the time entry pages for an elapsed time reporter, but the time reporter is not necessarily required to enter a value in the field. Select this option if you want your time reporters to enter a TRC for the reported time on the Timesheet, Web Clock, or Mass Time entry pages.

TRC Type

This field is available for both Elapsed and Punch Time Reporter template types. Because this field is a display only field on the time entry pages, the default value is Optional. Select this option to display TRC type (hours, units, or amount) when the time reporter enters a TRC on the Timesheet page.

TRC Type is dependent on the Time Reporting Code field. If you select TRC Type without selecting Time Reporting Code, the system automatically selects Time Reporting Code.

Unit of Measure

This field is available for both Elapsed and Punch Time Reporter template types. Because this is a display only field on the time entry pages, the default value is Optional. Select this option if you want the system to display the unit of measure for the TRC on the Timesheet page when the TRC Type is units.

Currency Code

This field is available for both the Elapsed Time Reporter and Punch Time Reporter template types. The default value is Required. Select this option if you want time reporters to report a currency type code for the reported time.

Time Collection Device ID

This field is available for both the Elapsed Time Reporter and Punch Time Reporter template types. The default value is Required. Select this field if you are interfacing with a third-party time collection device. The system displays the ID of the time collection device to which the time was reported.

Time Zone

This field is available only when you select a Punch Time Reporter Template Type. The default value is Optional. This option allows time reporters to report a time zone for the reported time on the Timesheet, Web Clock, and Mass Time pages.

Country

This field is available for both Elapsed Time Reporter and Punch Time Reporter template types. The default value is Required. Select this option if you want time reporters to report a country for reported time on the Timesheet, Web Clock and Mass Time pages.

State

This field is available for both Elapsed Time Reporter and Punch Time Reporter template types. The default value is Required. Select this option if you want time reporters to report a state for the reported time on the Timesheet, Web Clock or Mass Time pages. Time reporters can then enter a state other than the default associated with the time reporter's tax location code. (Tax location codes are assigned to time reporters on the Job Data pages in Human Resources Management.)

The state must be set up for the time reporter in the Maintain Tax Data pages.

Locality

This field is available for both Elapsed Time Reporter and Punch Time Reporter template types. The default value is Required. This option is similar to the state option. Select this option to enable time reporters to enter a locality. The locality should be reported with the associated state. The state and locality combination must be defined for the time reporter in the Maintain Tax Data pages.

Billable Indicator

This field is available for both Elapsed Time Reporter and Punch Time Reporter template types. The default value is Required. Select this option if you want time reporters to report a billable indicator on the Timesheet, Web Clock and Mass Time pages.

If Project Costing is integrated with Time and Labor, the reported value is passed to Project Costing.

Badge ID

This field is available for both the Elapsed Time Reporter and Punch Time Reporter template types. The default value is Required. Select this option if you want the time entry page to display the badge ID the time reporter used when entering time.

Comp Rate Code (compensation rate code)

This field is available for both Elapsed Time Reporter and Punch Time Reporter template types. The default value is Required. Select this field if you want time reporters to be able to enter a compensation rate on the Timesheet, Web Clock and Mass Time pages.

Override Rate

This field is available for both Elapsed Time Reporter and Punch Time Reporter Template Types. The default value is Required. Select this check box if you want time reporters to be able to enter an override rate on the Timesheet, Web Clock, and Mass Time pages. The override rate is passed to the payroll system for use in pay calculations. Otherwise, the override rate is set by default to the rate on the TRC or to the hourly rate on the employee's job record.

Override Reason

This field is available for both Elapsed Time Reporter and Punch Time Reporter template types. The default value is Required. Select this option if you want time reporters to be able to enter an override reason code on the Timesheet, Web Clock, and Mass Time pages.

You define override reason codes on the Override Reason Code page.

Rule Element 1-5

These fields are available for both Elapsed Time Reporter and Punch Time Reporter template types. The default value is Required. Select these fields to enable time reporters to override any of the rule elements assigned to them on the Create Time Reporter Data or Maintain Time Reporter Data pages.

You define rule elements on the Rules Element pages.

Task Profile

This field is available only if the Task Template field is set to Not Used. The default value is Required, which causes Task Profile options to appear on the Timesheet, Web Clock, and Mass Time pages.

The task profiles that appear in the drop-down list box are determined by the time reporter's taskgroup. If a taskgroup was assigned to the time reporter directly through the Create Time Reporter Data or Maintain Time Reporter Data page, only those task profiles associated with the assigned taskgroup appear.

Task profiles specify the values of the task elements that the system should associate with the reported time. They eliminate the need for the time reporter to enter values for the individual task elements.

Taskgroup

Specify whether the Taskgroup field is available on the time entry pages.

Time

Select this option to either enable or disable the time options that allows a punch time reporter to enter the time that they are punching in or out on the Report Time page. 

The default value is Disabled. where time reporters cannot enter their punch time, but instead the system uses the server time as the punch time.

Select Enable to allow time reporters to enter their punch time instead of being forced to use the system time.

Task Template

This field is available only if the Task Profile field is set to Not Used. The default value is Required.

Select this field if you want the Timesheet, Web Clock, or Mass Time pages to display a field for each of the task elements you selected when creating the task template that is assigned to the time reporter's taskgroup. The Timesheet page displays a tab called Overrides that contains all of the appropriate task elements.

Time Source

This option displays the source of the reported time, such as Time Administration, Absence Management, Schedule source, or Time Collection Device.

Save For Later Option

This option enables you to add a Save For Later button on the Timesheet page for both the employee and manager and enables you to specify how your organization implements time validation on the timesheet. The button allows the user to save reported time to the database without submitting it. The saved data is not picked up and processed by Time Administration, but remains in a holding state in the database until it is submitted. For example, if an employee typically submits their time on a weekly basis, they can go in and enter their time each day and click on the Save for Later button. Then at the end of the week they can submit the for processing. With the save button, the user has the option of checking for errors or saving the time without checking for errors. The Allow Save For Later check box is selected by default.

The values available in this field are Always Validate, Never Validate, Prompt for Validation, Save for Later is Not Allowed, and Use User Preference.

Submit Option

This field specifies whether the system always displays a confirmation page when a timesheet is submitted successfully.

Choose Confirmto display the Timesheet - Submit Confirmation page when a timesheet is successfully submitted. Choose Skip Confirmation to never show the Timesheet - Submit Confirmation page. Choose Use User Preferences to have the system use the Submit Option selection on the Time Reporting Preferences page.

Show All Punches

Specify whether a user can use the Show All Punch Columns button on the Timesheet for Punch Time reporters.

Values are: Enable and Disable.

View Selection

This field enables you to control the views available to the employee on the timesheet: Daily, Weekly, Bi-weekly, Monthly or Time Period.

Print Timesheet

Use this field to specify whether a link appears on the timesheet that enables the user to print the Timesheet to a PDF file, in order to create a physical timesheet for signatures.

Reported Time Summary, Absence Events, Absence Balances, Leave and Comp Time, Exceptions, Payable Time, and Attendance

These fields enable you to specify the sections that users see on the Timesheet. You can specify whether the relevant section appears at all, or if it only appears in the manager view or only in the employee view of the Timesheet.

The values are: Show Section, Hide Section, Show in Employee View Only, and Show in Manager View Only.

Estimated Pay

This field only enables you to specify whether an employee’s estimated pay appears on the Timesheet.

The Timesheet page displays Estimated Gross tab when you select the option of Show on Timesheet option from the dropdown list of Estimated Pay in the Time Reporting Template page.

Use Installation Settings

Select this field to use the settings specified on the Self Service Header Info page to determine the information displayed with the employee name and job title on Time and Labor Self Service pages. Clearing this field displays the Field Selection region on this page so that you can override the installation settings for this time reporting template.