You want to configure how people report, change, submit, and approve payroll and
absence time on responsive time cards. You also want to let managers include time attributes
as part of shift details.
Before you start
Before you create the layout set, you need to complete these
tasks:
- Create the Meals Taken element and calculation components. Use the Elements task in
the Elements and Formula functional area.
- Generate the absence management type and payroll time type attributes in the data
dictionary. Use the Generate Data Dictionary Time Attributes task.
- Create the AbsencePayrollTime multiattribute field with the dependent meal,
department, state, county, and city fields. Use the Time Entry Layout Components
task.
- Create the Statutory Time for OT, Overtime, and Meals Taken US time categories. Use
the Time Categories task.
The tasks are in the Setup and Maintenance work area, Workforce Deployment
offering. They're part of Time and Labor functional area unless otherwise specified. The
examples in the Related Links section at the end of this topic tell you how to create
the element and dependent fields.
Here's what to do
-
Create the layout set with the responsive UI layout.
- In the Time Management work area, on the Tasks panel tab, click
Layout Sets. If you're in the Setup and Maintenance
work area, you can use the Time Layout Sets task. It's part of the Workforce
Deployment offering, Time and Labor functional area.
- On the Layout Sets page toolbar, click the Create
icon.
- On the Generate Layout Set page, select Responsive UI,
Manager, Shift, and
Payroll.
- Make sure that Project Costing isn't selected.
- Click Generate Layout Set.
- On the Define Layout Set page, in the Name field, enter Responsive
Payroll and Absences.
- In the Description field, enter Includes the additional attribute
department and location fields for the responsive UI layouts. Includes meal
rate fields on the manager layout. And includes location fields for the
shift layout.
- Click Save.
-
Configure the top section of the responsive UI layout.
- On the Define Layout Set page, in the Responsive UI Layout row, click
Configure Layout.
-
On the Configure Responsive UI Layout page, click the Worker tab.
Tip: Edit the worker layout first so that the manager layout
inherits the edits, which you can then revise as required. The worker layout
doesn't inherit any manager layout edits.
- In the top section, click Edit Layout.
- In the Overtime Day Start Time section, select
Show.
- In the Decimal Places field, select 2.
- In the Hourly Totals section, add these time categories: Statutory Time for OT
and Overtime.
- In the Unit Totals section, add the Meals Taken US time category.
- Click Save and Close.
-
Configure the Entries section of the responsive UI layout for workers.
- In the Entries section, click Edit Layout.
- In the Default View section, select Reported summary by entry
date.
-
In the Time Card Fields section, make these edits:
- Replace the Payroll Time Type field with AbsencePayrollTime.
- In the Assignment Number and AbsencePayrollTime rows, select
Time Entry Identifier.
- Add the Meal Rate Department field and select Show in
Additional Attribute.
- Add these location fields in the order listed: Default Payroll Rate,
State, County, and City. The location fields need to go from broadest
geographic area to narrowest for time attribute filters to work.
- In all the location rows, select Show in Additional
Attribute.
-
In the Time Entry Properties section, make these edits:
- Select these options: Enable time to span
midnight and Display unit of
measure.
- Ensure that the time entry format is Display hours and
time because it best supports the reporting of both
absence and payroll time.
-
In the Other fields section, make these edits:
- In the Owner and Internal Source rows, select
Display and Show in Additional
Attribute.
- In the Comments row, select Display and
Show In Detail List View.
- Click Save and Close.
- On the Warning message asking if you want to copy your edits to the calculated
time tab, click Yes.
-
Configure the responsive UI layout for managers.
- On the Configure Responsive UI Layout page, click the Manager tab.
-
In the top section, click Edit Layout.
- In the Overtime Day Start Time section, select
Show.
- Click Save and Close.
- In the Entries section, click Edit Layout.
- On the Edit Layout dialog box, in the Default View section, select
Calculated summary by entry date.
-
In the Time Card Fields section, make these edits:
- Add the Meal Override Rate field.
- On the Configure Time Card Field Display Option dialog box, select
Worker layout read only.
- Click OK.
- On the Edit Layout dialog box, add the hidden Meal Rate Periodicity
field.
- On the Configure Time Card Field Display Option dialog box, click
Cancel.
- Click Save and Close.
- On the Warning message asking if you want to copy your edits to the
calculated time tab, click Yes.
-
Configure the shift layout.
-
On the Configure Responsive UI Layout page header, in the layout drop-down
list, select Shift Layout.
-
On the Configure Shift Layout page, Worker tab, click Edit
Layout.
-
On the Edit Layout dialog box, add these time card fields, in the order
listed: State, County, and City. The location fields need to go from
broadest geographic area to narrowest for time attribute filters to
work.
-
Click Save and Close.
-
On the Edit Layout Set: Responsive Absence and Payroll page, click
Save and Close.
-
On the Confirmation message, click OK.
-
On the Layout Sets page, click Done.