You want to configure how people report, change, submit, and approve payroll and
absence time. 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 and payroll time 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
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Create the Absence and Payroll layout set.
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In the Time Management work area, on the Tasks panel tab, click
Layout Sets.
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On the Layout Sets page toolbar, click the Create
icon.
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On the Generate Layout Set page, select Responsive UI,
Manager, Shift, and
Payroll.
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Make sure that Project Costing isn't selected.
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Click Generate Layout Set.
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On the Define Layout Set page, in the Name field, enter Payroll
and Absences.
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In the Description field, enter Includes the row-level department
field for the time entry, review, view, and approval layouts. Includes
entry-level location fields for the time entry, review, view, and approval
layouts and meals rates on the manager layouts. Includes time and hours
sliders on the calendar layout and location fields for the shift
layout.
-
Click Save.
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Configure the time entry layout for workers.
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On the Define Layout Set page, in the Time Entry Layout row, click
Configure Layout.
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On the Configure Time Entry 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.
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In the Time Entry section, click Edit Layout.
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On the Edit Layout dialog box, Time Card Matrix page, make these edits:
- Replace the Payroll Time Type field with AbsencePayrollTime.
- In the Time Entry Properties section, select these options:
Enable time to span midnight and
Display unit of measure.
- Make sure that the time entry format is Display hours and
time because it best supports the reporting of both
absence and payroll time.
- In the Date Format field, select Mon,Jan 01.
- Click Next.
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On the Row Level Details page, make these edits:
- Add the Department field.
- Change the Label on the Time Card value to Department
Details.
- Click Next.
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On the Comments page, make these edits:
- Make sure that Comments column in the time card
is selected.
- Change the Label on the Time Card value to Row-Level
Comments.
- Click Next.
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On the Entry Level Details page, make these edits:
- Add these 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.
- Change the Label on the Time Card value to Daily Pay
Details.
- In the Date Format field, select Mon,Jan 01.
- Click Save and Close.
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On the Warning message asking if you want to copy your edits to the
other layouts in the set, click Yes.
Tip: Only edits to the fields in the
time card matrix and time entry properties copy to the calendar entry
and shift layouts. Edits on the row-level and entry-level pages don't
copy. To include these edits on the time review, view, and approval
notification layouts, repeat the edits on the relevant Reported Time
and Calculated Time sections.
- On the Confirmation message, click OK.
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On the Configure Time Entry Layout page, click the Time Totals tab.
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In the Time Totals section, click Edit Layout.
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On the Edit Layout dialog box, make these edits:
- On the Hours page, add these time categories: Statutory Time for OT and
Overtime.
- In the Date Format field, select Mon,Jan 01.
- On the Units page, add the Meals Taken US time category.
- In the Date Format field, select Mon,Jan 01.
- Click Save and Close.
- On the Warning message asking if you want to copy your edits to the
other layouts in the set, click Yes.
- On the Confirmation message, click OK.
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Configure the time entry layout for managers.
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On the Configure Time Entry Layout page, click the Manager tab.
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In the Time Entry section, click Edit Layout.
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On the Edit Layout dialog box, Entry Level Details page, make these
edits.
- Add the Meal Override Rate field.
- Select the Worker layout read only display
option.
- Add the hidden Meal Rate Periodicity field.
- Click Save and Close.
- On the Warning message asking if you want to copy your edits to the
other layouts in the set, click Yes.
- On the Confirmation message, click OK.
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Configure the calendar entry layout for workers.
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On the Configure Time Review Layout page header, in the layout drop-down
list, select Calendar Entry Layout.
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On the Configure Calendar Entry Layout page, Worker tab, click
Edit Layout.
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On the Edit Layout dialog box, select these options: Display hours
slider and Display time slider.
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Click Save and Close.
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Configure the shift layout.
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On the Configure Calendar Entry Layout page header, in the layout drop-down
list, select Shift Layout.
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On the Configure Shift Layout page, Worker tab, click Edit
Layout.
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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.
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Click Save and Close.
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On the Configure Shift Layout page, click Save and
Close.
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On the Edit Layout Set: Absence and Payroll page, click Save and
Close.
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On the Confirmation message, click OK.
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On the Layout Sets page, click Done.