- How do I implement time validations, calculations, and processing with Time and Labor?
- Time Validation, Calculation, and Processing Setup and Maintenance Tasks
Time Validation, Calculation, and Processing Setup and Maintenance Tasks
You configure the validations, calculations, and processing to support your policies by completing these tasks:
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Create repeating time periods to use with time cards, approvals, overtime, and
balances. You can use these delivered periods or create your own.
- Biweekly Starting Monday
- Daily
- Payroll Weekly Starting Monday
- Projects and Payroll Weekly Starting Monday
- Projects Weekly Starting Monday
- Weekly Starting Sunday
Go to Setup and Maintenance > Workforce Deployment > Time and Labor > Repeating Time Periods.
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Optionally review the delivered value sets that people can use when creating
time categories and rule templates. Create more value sets as needed.
Go to Setup and Maintenance > Workforce Deployment > Time and Labor > Workforce Management Value Sets.
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Add reasons for audited changes to time collection device data. Also add
reasons for incomplete or in error exceptions.
Add more time rule classifications, as needed.
Add the suppliers and supplier events for your time collection devices so that you can create time device event mappings.
Go to Setup and Maintenance > Workforce Deployment > Time and Labor > Workforce Management Lookups.
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Identify the time entries to use in time rules, summaries, analytics, and
transfers according to your time processing policies. You can use these
delivered time 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.
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Enable informational workflow for everyone linked to the time consumer set, for
these processes:
- Mass submit and approve time cards
- Generate time cards
- Generate time entries
- Generate time cards from time collection devices
Also for each time consumer, specify what actions start validation, what time data to validate, the approval period, and the transfer rules.
Go to Setup and Maintenance > Workforce Deployment > Time and Labor > Time Consumer Sets.
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Optionally change default approval workflows to support your policies for
payroll and project costing time cards and entries.
Go to Setup and Maintenance > Tasks panel Search > Manage Task Configurations for Human Capital Management > Task Configuration.
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Optionally set shift limits, which you can include in various time rules. For
example, create rules that generate exceptions when workers clock in late or
clock out early.
Go to Setup and Maintenance > Workforce Deployment > Time and Labor > Shift Properties.
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Optionally configure workday definitions that support your policies for earned
dates and the day start for overtime. Time processing uses these definitions to
derive and use the earned date for time entries that span midnight.
Go to Setup and Maintenance > Workforce Deployment > Time and Labor > Workday Definitions.
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Optionally allocate time automatically to specific cost segments, such as
Department, Fund, and Program, for payment.
Go to Setup and Maintenance > Workforce Deployment > Time and Labor > Time Allocations.
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Optionally assign time allocations to individuals directly or using HCM groups.
Allocation assignments use effective dating to identify which allocation to use
in time rules applicable for the worker and time card period.
Go to Setup and Maintenance > Workforce Deployment > Time and Labor > Time Allocation Assignments.
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Optionally create fast formulas to use in place of, or in addition to, the
delivered workforce management
formulas.
Go to Setup and Maintenance > Workforce Deployment > Time and Labor > Fast Formulas.
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Create rule templates that support your time validation and calculation
policies. You can use delivered rule templates, or create your own. You need to
create rule templates for these conditions:
- You use your own formulas.
- You use multiattribute time card fields with more than one stored time attribute.
You can use delivered rule templates if the time card field or web clock button stores a single time attribute.
Go to Setup and Maintenance > Workforce Deployment > Time and Labor > Time Rule Templates.
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Create time rules using rule templates.
- Advanced time category rules identify time events and entries using complex logic not available in the condition components of a time category.
- Time entry rules validate time entries and generate messages.
- Time calculation rules generate calculated time, which transfers to time consumers, such as payroll and project costing.
- Time device rules validate time events imported from time collection devices, create or update time entries, and create time entry exceptions.
- Time submission rules identify when to automatically save and submit time card entries created with time events imported from time collection devices.
Go to Setup and Maintenance > Workforce Deployment > Time and Labor > Time Rule Templates.
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Create collections of time submission, validation, and calculation rules and
rule sets. Worker time processing profiles use these rule sets to apply the
appropriate rules and rule sets to the associated workers.
Go to Setup and Maintenance > Workforce Deployment > Time and Labor > Time Rule Sets.
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Configure groups that identify the workers who share common time processing
characteristics. For example, add workers whose overtime is calculated daily to
one group and workers whose overtime is calculated weekly to another.
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
- Project Execution Management Usage
- Projects and Payroll Usage
- Projects Usage
Go to Setup and Maintenance > Workforce Deployment > Time and Labor > HCM Groups.
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Refresh group membership for a specific date or range of dates. Run this
process regularly so that everyone always has the appropriate time processing
configuration.
During implementation, refresh the groups that we provide so that you link everyone to a default time processing profile.
Go to Setup and Maintenance > Workforce Deployment > Time and Labor > HCM Groups > Refresh Group Membership and View Evaluation Status.
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Identify the rule sets, time consumer set, and time card periods to use to
validate, approve, and transfer time. To automatically create public holiday
entries on worker time cards, set the default value to use for the payroll time
type attribute. Also identify the workers the each profile applies to.
Go to Setup and Maintenance > Workforce Deployment > Time and Labor > Worker Time Processing Profiles.
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Load WFM events and actions that automatically identify retroactive changes to
worker data that require the recalculation of their time card data. Use these
business objects, available in the Global Payroll -
Define product area:
- Event Group
- Event Group Translation
- Event Action
- Event Action Translation
Go to Setup and Maintenance > Workforce Deployment > Time and Labor > HCM Data Loader.
Tip:For all time processing 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: