Create a Time Calculation Rule Template

Create or update time card entries and use the data to create calculated results based on formula logic.

1. Go to Setup and Maintenance > Workforce Deployment > Time and Labor > Time Rule Templates.
2. Create a time calculation rule template to, for example, set a threshold to calculate regular and overtime hours.
3. Complete the required and relevant optional basic information.
   1. Review the default rule execution type and change it as appropriate.

      For example, a rule based on this template has a daily threshold of 8 hours. Time worked over the scheduled 8 hours pays at 1.5 times the regular rate. Here's how each type handles 10 hours of reported time.

      Type	Calculation Logic	Calculation Example
      Create	Total time is 12 hours The rule keeps the 10 hours of regular time at the regular hourly rate. The rule creates 2 hours of premium time at .5 times the regular hourly rate.	(10 hours * 10 USD) + (2 hours *5 USD) = 110 USD
      Update	Total time is 10 hours The rule adjusts the pay rate for 2 of the 10 reported hours. 8 hours of regular time at the regular hourly rate 2 hours of overtime at 1.5 times the regular hourly rate	(8 hours * 10 USD) + (2 hours *15 USD) = 110 USD

   2. Review the default summation level and change as appropriate.

      For example, when workers are eligible for overtime after 8 hours in a day, you'd select Day. When workers are eligible for overtime after 40 hours in a week, you'd likely select Time Card.

      • Details: Applies the rule to all time entries that match the time category conditions. For example, select this option when workers should report worked time in specified increments, such as 15-minute, 30-minute, or hourly increments.
      • Day: Applies the rule to all the hours for the entire day that match the time category conditions. For example, select this option when workers are eligible for overtime after working 8 hours in a day.
      • Time Card: Applies the rule to all the hours for the entire period that match the time category conditions. For example, select this option when workers are eligible for overtime after working 40 hours in a week.
   3. Optionally specify that by default the Save time card action should trigger rules created with this template. People can deselect default when they create rules.

      The Submit and Resubmit actions always start time calculation rules.

4. Configure the formula parameters.
   • Optionally provide a more meaningful display name for people using the template to create rules.
   • Optionally reorder the display sequence. The lower the number, the earlier the parameter appears in the list.
5. Configure the formula outputs.
   1. Add any more time attribute outputs needed for rule calculations. If you don't add time attributes, then the rules created with the template use the time attribute for the reported time.

      For example, you use the same payroll attribute value as the reported time to store the calculated hours for regular time entries. You use a different attribute value to store any calculated overtime hours. So, you add the Payroll Time Type attribute to the output group for outputs over the threshold.

      For all measure outputs, such as OUT_MEASURE_UNDER and OUT_MEASURE_OVER, select the Measure time attribute.

   2. Review the output group for each output and change as appropriate. For example, OUT_MEASURE_OVER defaults to Output Group: 1, but should be in Output Group: 2.

      Output groups link formula outputs to specific time attributes for calculations. For example, you add the PayrollTimeType attribute once to Output Group 2, as shown here:

      Output Group: 1	Output Group 2
      OUT_MEASURE_UNDER	PayrollTimeType OUT_MEASURE_OVER

      Even if both groups have the same payroll time attribute, the values that people set when they create rules with the template will be different. For example, the payroll value for hours below the measure is typically a regular pay rate. The payroll value for hours over the measure is typically an overtime or premium pay rate.

   3. Optionally provide a more meaningful display name for people using the template to create rules.
   4. Optionally reorder the display sequence. The lower the number, the earlier the output appears in the group.
   Tip:

   The bundled time allocation formula doesn't contain any outputs. You specify rule outputs in time allocation configurations that you create using the Time Allocation task.

6. Explain the business purpose of the rule template and any rules create with the template.

   You can include message tokens as placeholders for parameter and output values. When people create rules with the template, the specific values they set replace these tokens in the rule explanation text. The Message Tokens list values are the parameter and output display names.

   Here are some best practices to keep in mind when you write text that includes tokens:

   • Include abbreviations in tokens that are easy to recognize.
   • Qualify tokenized text by inserting a word or phrase just before or after the token that describes what the token is.
   • Ensure that the qualifier text and the token name make sense together, as shown here.

     Example of Incorrect Pairing	Examples of Correct Pairings
     The time card was approved by the approver {STATUS}.	{APPROVER_NAME} approved the time card. The invoice was approved and now has a {STATUS} status.

   • Read your explanation text without the token to check if the explanation makes sense.
   • Use tokens for numbers carefully. Qualify tokens for numbers that are objects, such as number of hours or time type. If a token represents an amount that could be singular or plural, the text needs to support both scenarios.
7. Review your configuration.
8. Save your changes and close the template.