Create the Cost Center, Program, and Fund Time Allocation

You want to automatically allocate time entries linked to regular payroll time attributes, to different cost centers, programs, and funds.

These allocations use hours-based, daily thresholds. The allocation also automatically allocates 100 percent of time entries linked to on-call payroll time attributes, to a specific cost center.

Before you start

You need to create the Cost Center, Program, and Fund cost segments and the RN in CA on Primary Assign HCM group.

Here's what to do

1. Create the time allocation.
   1. In the Time Management work area, on the Tasks panel tab, click Time Allocations.
   2. On the Time Allocations page, click the Create icon.
   3. On the Create Time Allocation page, in the Allocation Name field, enter Cost Center, Program, Fund.
   4. In the Description field, enter Allocates regular, holiday premium, and on call hours among Cost Center, Program, and Fund cost segments.

   5. In the Source section, create and complete rows, as shown here.

      Processing Sequence	Allocation Type	Summation Level	Time Category
      1	Hours	Daily	Regular
      2	Percentage	N/A	On Call

   6. Configure the output for the first source by completing these steps:

      1. In the Source section, select the first row, which contains the Regular time category.

      2. In the Output section, add the time attributes, as shown here.

         Attribute Display Sequence	Time Attribute
         1	Cost Center
         2	Program
         3	Fund

      3. Complete the output rows, as shown here.

         Processing Sequence	Hours	Cost Center	Program	Fund
         1	8	2210	1000	1110
         2	16	3320	2000	1120
         3	24	4430	3000	1130

   7. Configure the output for the second source by completing these steps:

      1. In the Source section, select the second row, which contains the On Call time category.
      2. In the Output section, add the Cost Center time attribute.

      3. Complete the output row, as shown here.

         Processing Sequence	Percentage	Cost Center
         1	100	5000

   8. Click Save and Close.
   9. On the Time Allocations page, click Done.
2. Assign the time allocation directly to a group of people.
   1. On the Tasks panel tab, click Allocation Assignments.
   2. On the Allocation Assignments page, click the Create icon.

   3. On the Create Allocation Assignment: Assignment Definition page, complete these steps:

      1. In the Allocation Name field, search for and select Cost Center, Program, Fund.
      2. Add an assignment range with the start date of today.
      3. Click Next.

   4. On the Create Allocation Assignment: Person Assignments page, complete these steps:

      1. In the Group Name field, select RN in CA on Primary Assign.
      2. Click Search.
      3. To assign the allocation to all RN in CA on Primary Assign group members, click Next.

   5. On the Create Allocation Assignment: Review page, complete these steps:

      1. Review the assignment definition and ranges, and the person assignments.
      2. Click Save and Close.
   6. On the Allocation Assignments page, click Done.
3. Create the calculation rule that allocates time to cost segments.
   1. On the Tasks panel tab, click Rules.
   2. On the Rules page, click the Create icon.

   3. On the Create Rule dialog box, complete these steps:

      1. Complete the fields, as shown here.

         Field	Value
         Name	Initiate Time Allocations
         Template Type	Time calculation rule
         Rule Template Name	Time Allocation Template

      2. Click Continue.

   4. On the Create Rule: Initiate Time Allocations page, complete these steps:

      1. Field	Value
         Description	Start any time allocation calculations assigned to employees with time processing profiles containing this rule
         Match Total Allocated Hours with Hours Identified by the Allocation	Yes

      2. Click Save and Close.
   5. On the Rules page, click Done.
4. Link the time calculation rule that allocates time to cost segments, to people.
   1. Add the Start Time Allocations rule to the appropriate time calculation rule sets using the Rule Sets task. If you use other time calculation rules to calculation regular and on call hours, position this rule after them in the rule set processing sequence.
   2. Add the time calculation rule sets to appropriate worker time processing profiles using the Worker Time Processing Profiles task.