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
-
Create the time allocation.
-
In the Time Management work area, on the Tasks panel tab, click
Time Allocations.
-
On the Time Allocations page, click the Create
icon.
-
On the Create Time Allocation page, in the Allocation Name field, enter
Cost Center, Program, Fund.
-
In the Description field, enter Allocates regular, holiday
premium, and on call hours among Cost Center, Program, and Fund cost
segments.
-
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 |
-
Configure the output for the first source by completing these steps:
- In the Source section, select the first row, which contains the Regular
time category.
-
In the Output section, add the time attributes, as shown here.
Attribute Display Sequence |
Time Attribute |
1 |
Cost Center |
2 |
Program |
3 |
Fund |
-
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 |
-
Configure the output for the second source by completing these steps:
- In the Source section, select the second row, which contains the On Call
time category.
- In the Output section, add the Cost Center time attribute.
-
Complete the output row, as shown here.
Processing Sequence |
Percentage |
Cost Center |
1 |
100 |
5000 |
-
Click Save and Close.
-
On the Time Allocations page, click Done.
-
Assign the time allocation directly to a group of people.
-
On the Tasks panel tab, click Allocation
Assignments.
-
On the Allocation Assignments page, click the Create
icon.
-
On the Create Allocation Assignment: Assignment Definition page, complete
these steps:
- In the Allocation Name field, search for and select Cost
Center, Program, Fund.
- Add an assignment range with the start date of today.
- Click Next.
-
On the Create Allocation Assignment: Person Assignments page, complete these
steps:
- In the Group Name field, select RN in CA on Primary
Assign.
- Click Search.
- To assign the allocation to all RN in CA on Primary Assign group
members, click Next.
-
On the Create Allocation Assignment: Review page, complete these steps:
- Review the assignment definition and ranges, and the person
assignments.
- Click Save and Close.
-
On the Allocation Assignments page, click Done.
-
Create the calculation rule that allocates time to cost segments.
-
On the Tasks panel tab, click Rules.
-
On the Rules page, click the Create icon.
-
On the Create Rule dialog box, complete these steps:
-
Complete the fields, as shown here.
Field |
Value |
Name |
Initiate Time Allocations |
Template Type |
Time calculation rule |
Rule Template Name |
Time Allocation Template |
- Click Continue.
-
On the Create Rule: Initiate Time Allocations page, complete these
steps:
-
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 |
- Click Save and Close.
-
On the Rules page, click Done.
-
Link the time calculation rule that allocates time to cost segments, to
people.
-
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.
-
Add the time calculation rule sets to appropriate worker time processing
profiles using the Worker Time Processing Profiles task.