Oracle's
PeopleSoft Enterprise Time and Labor is a flexible, integrated solution
designed to support the time reporting needs of a wide range of business
functions, including payroll, financial and cost accounting
Learn PeopleSoft Time and Labour terminology
http://www.mybasicknowledge.com/2012/06/peoplesoft-time-labor-terminology.html
Time Reporting Code
·
Used
to track employee time to support administrative and compensation needs
·
TRC
type could be Hours, Amount(bonus) or Unit (per visit – mileage)
·
Keeps
track of how employees are spending their time e.g REG,OVT,COMP
·
Can
map TRC to earning code and advisable to sync with payroll
·
You
assign TRCs to TRC Programs, which are ultimately assigned to workgroups.
Multiple workgroups can share these TRC Programs.
·
Can
clone a TRC Program
Workgroup
·
Group
of employees who share identical compensation requirement
·
May
include all employees
o
In
a business enterprise
o
In
a pay group
o
Belonging
to the same union
o
Who
work at the same location
o
Each
employee must belong to a workgroup
o
Must
set up at least one workgroup
·
Checklist for
workgroup members
o
Same
reporting type: exception or positive
o
Same
holiday schedule
o
Same
TRC program
o
Same
compensation rules
o
Same
needs for time approval
o
Same
association to a comp. Off plan
o
Same
day breaker
o
Similar
rounding rules
Taskgroup
- A taskgroup is a group of
employees who have similar work or task – reporting requirements
- Three types of task reporting
- Without task data
- Task template reporting
- Task profile reporting
- Taskgroups identify the default
time reporting template, task template, and task profiles that are valid
for members of the taskgroup
- Some organizations refer to
taskgroups as labor classes or labor class rate groups
- Task: attributes of reported
time such as department, product or project – that defines how or where
time was spent
- Task template you specify which
task entities you want members of a taskgroup to report their time to
(i.E. Company , department , project)
- Task profile “fill in the
blanks “ for a task template. If used, a time reporter task related fields
will be completed automatically with the values in the task profile
Schedule
·
Main
goal is to communicate work expectations to time reporters
·
Facilitates
the planning and compensation of time
·
Compulsory
for exception employees, optional for
positive time reporters
·
Provides
scheduled information that time administration uses to create payable time for
exception reporters
·
Can
create automated schedule calendars
·
Ability
to accept schedules that have been created outside of the system, either from a
third-party workforce scheduling system or another source
Steps in creating A
schedule calendar
·
Create
shifts - shifts are the most basic building blocks of work schedules and are
used to create workdays. You can create elapsed, flex, and punch shifts
·
Create
workdays - daily work pattern built with shifts. In most cases one shift = one
workday
·
Create
schedule templates - schedule templates are sequential patterns of workdays and
are used to build schedule definitions
·
Create
schedule definitions- schedule definitions allow the user to specify which
template or combination of templates will be built into a schedule calendar
·
Build
schedule calendars - schedule calendars show the scheduled work hours over a
period of time. The period varies depending on your organization
Time Collection
Devices
·
Control
over how you want the system to collect and send time related information to
and from your time collection devices
·
TCD
interface provides packaged integration points to:
o
Collect
clock and elapsed time from any TCD
o
Send
necessary setup data to these devices for reporting
·
System
supports scheduling, reporting, managing and applying rules to TCD time
·
You
can create a separate group for TCD time reporters
Create Time
Reporter Data
·
You
can create time & labor employee data in two places
o
During
the hiring process on time reporter link in job
o
After
an employee is hired on create time reporter data
·
Workgroup
and taskgroup are required fields
·
You
can also enter up to 5 rules
Security
·
In
addition to delivered PS security, time & labor offers group security
·
Optional
·
Ability
to grant access to any/all fields on 6 records: employment, job, personal data,
schedule assignment, TL employee data and group PayGroup
·
Can
assign security by group - permission list
·
TL
permission list security gives access to perform prior period adjustments
Groups
·
Flexible
adhoc grouping function
·
Time
reporters must belong to one group
·
Time
reporters may belong to several groups simultaneously
·
Can
be independent of workgroups and taskgroups but don’t have to be
·
Certain
processes that use groups are security, mass time reporting, group schedule
assignment, approving time, time administration and managing exceptions
·
Group
can be dynamic or static
Rules
·
Rules
templates delivered by PS
·
Can
create custom rules using SQL
·
Some
sample rules delivered:
o
Daily
Threshold .
o
Period
threshold
o
Holiday
Rule
o
Guaranteed
hours for non scheduled day
o
Approval
required
o
Exceptions
o
Default
rule
Attendance Program
·
Attendance
tracking is an optional feature that allows you to track punch-related
attendance infractions such as
o
reporting
late for work
o
leaving
work early
o
taking
long lunches
o
taking
advantage of rounding rules
·
The
Attendance system
o
reports
user defined recommended actions when thresholds are met
o
tracks
a history of time reporter’s attendance habits
o
assigns
a point value to each infraction
o
uses
pre-defined actions or you can create your own
Rules Programs
·
Group
rules together in a sequence and give the whole group a name
·
You
would assign this rule program to the workgroup
·
Rules
have a priority to tell the time admin. Process the order in which to execute
the rules - rules with a shorter time frame should be processed first
·
Are
the only method to assign attendance program to time reporters
Time Administration
·
A
facility to create payable time based on customer’s business rules by:
o
creating
rules using objects and templates
o
building
rules that warn of exception condition
o
processing
business rules which affect a time reporter’s earnings or task information
o
Generates
payable time based upon time reported for positive time reporters
o
Generates
payable time based on scheduled time for all time reporters
o
Calculates
an estimate of gross payroll earnings for all Time & labor earnings
o
Validates
comp and leave plan balances
·
Two
main components of the time administration
o
Create
rules - online tools that enable you to create, compile and apply rules to
reported or scheduled time
o
Batch
Processing - applies your rules to time reporter data and generates payable
time from reported or scheduled time
Integration With
Payroll
·
Steps
for preparing and running a payroll
o
Run
the time admin. Process in Time and labor to calculate payable time
o
Load
payable time into PS Payroll
o
Run
the payroll process and finalize the payroll run
o
Extract
data from payroll and send to Time and Labor
o
Triggers
the labor distribution and labor dilution process
Integration With PS
Financials
·
Integrate
with PeopleSoft projects so you can accurately track the time and labor-related
costs of your projects
·
Use
commitment accounting functionality with task reporting to track labor costs at
the chartfield level
·
Integrate
with PeopleSoft mobile time and expense through PeopleSoft expenses so that
time reporters can enter time remotely
·
Enable
time reporters to report time to the business units and activities defined in
PeopleSoft enterprise performance management (EPM)
Learn PeopleSoft Time and Labour terminology
http://www.mybasicknowledge.com/2012/06/peoplesoft-time-labor-terminology.html
