1. How do I implement time cards in Time and Labor?
  2. Unified Time Card Setup Tasks

Unified Time Card Setup Tasks

You can address simple to complex time reporting methods with your time entry configurations.

  • Workers can report on and review worked time, and submit time cards.
  • Line managers can report on and review worked time, and submit time cards on behalf of their workers, including delegated workers.
  • Time and labor managers can report on and review worked time, and submit time on behalf of their workers. They can use both time cards and processes that generate mass time data.

Configure time entry methods to support your policies by completing these tasks:

  1. Enable applicable Oracle Business Intelligence Publisher email and worklist notifications about time cards. Also enable time card search features and enhanced time cards.

    Go to Setup and Maintenance > Tasks panel > Search > Manage Administrator Profile Values.

  2. Let line and time and labor managers quickly show only relevant time cards with relative range filters. Examples of delivered relative ranges are Next week, Next 2 weeks, Previous 2 weeks, or Previous 3 months. Do this by reviewing and editing the ORA_HXT_RELATIVE_RANGES lookup type.

    Go to Setup and Maintenance > Tasks panel Search > Manage Common Lookups.

  3. Create the payroll elements required for payroll processing of time data transferred to the Payroll time consumer. This set up includes elements for public holidays, so the holiday entries can be created automatically on people's time cards.

    Go to Setup and Maintenance > Workforce Deployment > Elements and Formulas > Elements

  4. Link time attributes stored in the data dictionary to time card elements and to any absence types enabled for time entry.
    • The time card elements make up the payroll time type lists.
    • The absence types make up the absence management type lists.

    You use these list values when you create time card fields. Time reporters use them when they report time worked and time off. The attribute values identify the time data for transfer to the appropriate time consumer for processing.

    To let workers manage compensatory time on their time cards, be sure to complete your absence management integration before you generate the data dictionary.

    Go to Setup and Maintenance > Workforce Deployment > Time and Labor > Generate Data Dictionary Time Attributes.

  5. Optionally create value sets for your own data source lists, such as for custom time attributes. For example, you create the Meal Taken custom time attribute with a data source list that contains these values: Breakfast, Lunch, and Dinner.

    You can use these value sets with time cards and processes that generate mass time based on business requirements. You can't use them with third-party device files. But, they can still apply to time cards and time entries created and viewed by managers.

    Go to Setup and Maintenance > Workforce Deployment > Time and Labor > Time and Labor Value Sets.

  6. Optionally create your own time attributes to record more time data to meet organization-specific requirements. For example, record whether people took Breakfast, Lunch, or Dinner meal breaks. Saving a custom time attribute adds it to the data dictionary.

    You can use them with time cards and processes that generate mass time based on business requirements. You can't use them with third-party device files. But, they can still apply to time cards and time entries created and viewed by managers.

    Go to Setup and Maintenance > Workforce Deployment > Time and Labor > Custom Time Attributes.

  7. Create and edit delivered payroll time type, absence management, project costing, and custom attribute time card fields.

    These unified fields let you configure different settings for Worker, Line Manager, and Time and Labor Manager roles. For example, night-shift workers get an allowance and you configure their allowance rates to appear as read only for the worker role and editable for the manager role.

    You can use the delivered single-attribute fields or create your own, as appropriate. To use the delivered multiple-attribute fields, you need to finish configuring them.

    To let workers manage compensatory time on their time cards, be sure to create the appropriate multiple-attribute time card fields. These fields need to include the Absence Management Type and Compensatory Time Absence Plan time attributes.

    • In one row, you select the absence management type that decrements the worker's earned compensatory time--the compensatory absence.

    • In another row, you select the compensatory time absence plan that increments the worker's earned compensatory time.

      If workers with time layouts that include this field have multiple compensatory plans, we suggest you select the Assignment based List of Compensatory Time Absence Plan for User filtered data source.

    You don't create time card fields for third parties with this task.

    Go to Setup and Maintenance > Workforce Deployment > Time and Labor > Time Entry Layout Components.

  8. Create time categories that classify the time entries to use on the time totals tab of various time card and approval notification pages. For example, you want to show totals for all reported Straight Time, Training, and Vacation time for the week.

    Also create the time categories to use in time attestation sets.

    You can use these delivered categories or create your own:

    • All Absence Entries
    • All Compensatory Time Entries
    • All Payroll Entries
    • All Project Entries

    Go to Setup and Maintenance > Workforce Deployment > Time and Labor > Time Categories.

  9. Create a set of different layouts for the various time cards used by workers and their managers to report and manage time. To change the appearance of a page, you delete and add time card fields and set various properties, such as field names and formats.
    You can use these sets in delivered time entry profiles or profiles that you create. Or you can create your own sets. You can't edit these delivered layout sets, but you can duplicate them and edit the copies.
    • Payroll Layout Set
    • Projects and Payroll Layout Set
    • Projects Layout Set Projects Layout Set Filtered by Project Team Members
    • Projects Team Membership and Payroll Layout Set

    All the delivered layout sets filter the values in field lists according to people's primary assignments. The project team layout sets also filter project costing and task number list values according to team membership. The Projects and Payroll Layout Set includes absence fields to record and store absence data for transfer to the Project Execution Management time consumer.

    You don't create third-party device layouts with this task.

    Go to Setup and Maintenance > Workforce Deployment > Time and Labor > Time Layout Sets.

  10. Optionally create time attestations that let you identify if workers comply with your time policies and various regulations. For example, did they take their scheduled meal break.

    Go to Setup and Maintenance > Workforce Deployment > Time and Labor > Question Library, Questionnaire Templates, and Questionnaires.

  11. If you created time attestations, you also need to create sets of related time attestations.

    Go to Setup and Maintenance > Workforce Deployment > Time and Labor > Time Attestation Sets.

  12. Configure groups that identify the workers who share common time entry characteristics, such as hourly employees in the same job and state.

    You can use these delivered groups or create your own. You can't edit the delivered groups and all employees are members of each group.

    • Payroll Usage
    • Projects and Payroll Usage
    • Projects Usage

    Go to Setup and Maintenance > Workforce Deployment > Time and Labor > HCM Groups.

  13. Refresh group membership for a specific date or range of dates. Run this process regularly so that everyone always has the appropriate time entry configuration.

    During implementation, refresh the groups that we provide so that you link everyone to a default time entry profile.

    Go to Setup and Maintenance > Workforce Deployment > Time and Labor > HCM Groups > Refresh Group Membership and View Evaluation Status.

  14. Create time entry profiles that directly link workers, and indirectly their managers, to the correct time card configurations. Also configure time entry access controls separately for workers, line managers, and time and labor managers. For example, let workers edit their time for the past 7 days and let managers edit time cards for the past 90 days.

    You can use these delivered profiles or create your own.

    • Payroll Time Entry Profile
    • Projects and Payroll Time Entry Profile
    • Projects Time Entry Profile

    These profiles don't include any time rules because the time repository includes only delivered time rule templates. You use the delivered templates or templates you created, to create any rules and rules sets to link to your own profiles.

    You can't edit the delivered profiles, but you can duplicate them and edit the copies.

    Go to Setup and Maintenance > Workforce Deployment > Time and Labor > Worker Time Entry Profiles.

    Tip:

    For all time entry objects, you can find the delivered categories by searching in the Description field for Delivered.

    Security Reference

    The tasks that people can do and the data that they can see depend on their roles, duties, and privileges. For information about these factors, see these two guides: