Implementing Time and Labor

Oracle
Global Human Resources

Cloud
Implementing Time and
Labor
This guide also applies to on-premise

Release 9 implementations
Oracle® Global Human Resources Cloud Implementing Time and Labor
Part Number E55701-01
Copyright © 2011-2014, Oracle and/or its affiliates. All rights reserved.
Authors: Lakshmi Venkat, Phid Simons, Tim Bisset, Hema Hardikar, Suzanne Kinkead
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Oracle Global Human Resources Cloud
Implementing Time and Labor
Contents
Preface i
1 Overview 1
Implementing Time and Labor: Overview .................................................................................................................. 1
2 Time and Labor Integrations 5

Using Time and Labor with Absence Management: Points to Consider ..................................................................... 5
Using Time and Labor with Payroll: Points to Consider ............................................................................................. 7
Define Elements, Payrolls, and Formulas: Overview .................................................................................................. 9
Prerequisites for Setting up Payroll with Time and Labor: Procedure ....................................................................... 13
Using Time and Labor with Project Costing: Points to Consider ............................................................................. 14
3 Date Effectivity 18
Date-Effective Objects in Time and Labor: Explained .............................................................................................. 18
Date Effectivity: Explained ....................................................................................................................................... 18
Correcting Date-Effective Objects: Examples .......................................................................................................... 19
Updating Date-Effective Objects: Examples ............................................................................................................ 21
FAQs ....................................................................................................................................................................... 22
4 Repeating Time Periods 23

Overview ................................................................................................................................................................. 23
Repeating Time Period: How It Is Calculated .......................................................................................................... 23
FAQ ........................................................................................................................................................................ 26
5 Time Card Fields 27

Overview ................................................................................................................................................................. 27
Time Attributes, Time Card Fields, Layout Sets, Setup Profiles, and Groups: How They Work Together ................... 29
Creating a Single-Attribute Time Card Field: Worked Example ................................................................................ 30
Creating a Multiple-Attribute Time Card Field: Worked Example .............................................................................. 34
6 Layout Sets 39
Overview ................................................................................................................................................................. 39
Configuring the Various Time Entry Layouts: Worked Example ................................................................................ 40
Configuring a Calendar Entry Layout: Worked Example .......................................................................................... 45
FAQ ........................................................................................................................................................................ 47
7 Time Categories 48
Time Categories: How They Work with Time Consumer Sets and Time Entry Rules ................................................ 48
Using Time Category Condition Components: Explained ........................................................................................ 48
Creating Time Categories: Worked Example ........................................................................................................... 50
FAQs ....................................................................................................................................................................... 52
8 Time Consumer Sets 53

Overview ................................................................................................................................................................. 53
Creating Time Consumer Sets : Points to Consider ................................................................................................ 53
FAQ ........................................................................................................................................................................ 55
9 Time Rules 56
Rule Set Components: How They Work Together .................................................................................................. 56
Defining Rule Templates: Points to Consider .......................................................................................................... 58
Input Parameters and Rule Outputs: Explained ....................................................................................................... 60
Time Calculation Rule Set Processing Order: Explained .......................................................................................... 61
Creating a Time Entry Rule Template: Worked Example ......................................................................................... 62
Creating a Time Entry Rule: Worked Example ......................................................................................................... 65
Creating a Time Entry Rule Set: Worked Example .................................................................................................. 66
Creating a Time Calculation Rule Template: Worked Example ................................................................................ 68
Creating a Time Calculation Rule: Worked Example ................................................................................................ 71
Creating a Time Calculation Rule Set: Worked Example ......................................................................................... 73
Analyzing Rule Processing Details: Explained .......................................................................................................... 74
FAQs ....................................................................................................................................................................... 74
10 Groups 76
Overview ................................................................................................................................................................. 76
Group Membership: How It Is Evaluated ................................................................................................................ 77
Defining Groups: Worked Example ......................................................................................................................... 79
FAQ ........................................................................................................................................................................ 82
11 Setup Profiles 83
Overview ................................................................................................................................................................. 83
Configuring Time Card Access Settings: Procedure ................................................................................................ 84
Worker Profile: How It Is Derived ............................................................................................................................ 84
Troubleshooting Time Card Profile Assignment: Explained ...................................................................................... 86
12 Time Card Approval 88

Overview ................................................................................................................................................................. 88
Defining Approvals for Human Capital Management: Explained ............................................................................... 89
Managing HCM Approval Transactions: Explained .................................................................................................. 90
The Manager Hierarchy: How It Is Maintained ......................................................................................................... 90
Approval Management Configuration Options for Oracle Fusion Human Capital Management: Explained ................. 90
Managing HCM Approval Rules: Explained ............................................................................................................. 92
Approver Types: Explained ..................................................................................................................................... 93
HCM Approval Rules: Explained ............................................................................................................................. 95
Manager Approval-Rule Attributes ........................................................................................................................... 96
Position-Hierarchy Approval-Rule Attributes ............................................................................................................ 99
Defining an HCM Approval Policy: Worked Example ............................................................................................. 100
Oracle Global Human Resources Cloud Preface
Preface
This Preface introduces the guides, online help, and other information sources available to help you more effectively use
Oracle Applications.
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Oracle Global Human Resources Cloud Chapter 1
Implementing Time and Labor Overview
1 Overview
Implementing Time and Labor: Overview

Configure time entry displays, validations, and calculation rules for time entry, approval, and transfer to time consumers. Use
the Define Time and Labor task list available in the Setup and Maintenance work area.
Getting Started
You implement Time and Labor using the Time and Labor functional area in the Workforce Deployment offering.
Before you begin, use the Getting Started page in the Setup and Maintenance work area to access reports for this offering.
These reports include:
• Lists of setup tasks

• Descriptions of the functional areas and features you can select when you configure the offering
• Lists of business objects and enterprise applications associated with the offering
Time and Labor Task Lists

You can access the Time and Labor setup tasks on the Applications Administration tab of the Overview page in the Setup
and Maintenance work area. Select the Workforce Deployment offering and the Time and Labor functional area.
Alternatively, create an implementation project for the Time and Labor functional area to generate a task list for the project.
The application implementation manager can assign and track each task.
If you have already implemented Oracle Fusion Global Human Resources, which is required for Time and Labor processing,
you have completed many prerequisite tasks. Use the Define Elements, Balances, and Formulas task list if you pay worked
time based on time card entries. The Implementing Global Human Resources guide explains these tasks.
The Define Time and Labor task list includes the following task lists:
• Define Time Entry Configuration

• Define Time Rules
• Define Time and Labor Setup Profiles
Define Time Entry Configuration

Use the tasks in this task list to create and update time entry formats to provide flexible forms of time entry.
Task Description
Manage Workforce Management Lookups View and update lookups used in Oracle Fusion
Workforce Management. The only lookup type that you
can update is the Classification lookup, which filters
search results and groups rules and rule templates.
1
Task Description
Use this task to add new classification lookup codes for
the HWM_RULE_CLASSIFICATION lookup type.
Specify the rule type in the Tag column for the lookup
code by selecting:
• TCR for time calculation rule classification, such as

threshold or weekend premium.
• TER for time entry rule classification, such as

business message.
Manage Time and Labor Value Sets Create and update sets of values for use in time card
fields.

Manage Workforce Management Value Sets Create and update sets of values for use in rule
templates and time categories.

Manage Repeating Time Periods Create and update time period definitions that produce
repeating periods for use as approval periods and time
card entry periods.

Generate Data Dictionary Time Attributes Create time attributes for payroll time types and absence
types that are used to create time card fields. Defined
attributes are available in the Manage Time Card Fields
page.

Generate Time Card Fields Create multiple attribute time card fields for the selected
legislative data group and the option to include absence
types when defining time card fields.

Manage Time Card Fields Create and update a collection of properties that
enables different user groups to report time against
different time attribute values. Associate a data source,
which is either a value set or a delivered view object,
with each time card field.

Manage Time Layout Sets Create and update a collection of different time entry
layouts for entering, reviewing, and approving time.
Associate time card fields with layout sets.

Manage Time Categories Create and update a group of time entries that is used
for summarizing, validating, and transferring time and
for processing time rules. Create time categories by
specifying the time attribute fields.

2
Task Description
Manage Time Consumer Sets Create and update time consumer sets to define a set of
rules for each time consumer:
• Approval periods
• Timings of validations
• Time categories for validations
• Transfer of time
Manage HCM Groups Create group definitions that are used by Oracle Fusion
Time and Labor.

Evaluate HCM Group Membership Evaluate the membership of an HCM group and
populate the group based on a specific date or range of
dates. Run this process so that workers can report time.
During implementation, refresh the predefined groups so
that all workers in the enterprise are assigned a default
layout set and a default profile.

Define Time Rules

Use the tasks in this task list to create time entry and calculation rules to apply on the time cards. These rules validate time
entries and generate new compensation results.
Task Description
Manage Fast Formulas Create fast formulas with a formula type of either time
entry rule or time calculation rule. Associate these
formulas with rule templates.

Manage Time Repository Rule Template Create and update rule templates that enable reuse of
a formula to define multiple rules. Use time categories in
rule templates to summarize time and compare different
categories of time.

Manage Time Repository Rules Create and update time entry and time calculation rules
based on rule templates. Time entry rules validate time
entries and generate messages. Time calculation rules
generate calculated time, which is transferred to time
consumers, such as payroll and project.

3
Task Description
Manage Time Repository Rule Sets Create and update sets of time entry and time
calculation rules and assign them to a group of workers
using the worker time processing profile.

Define Time and Labor Setup Profiles

Use the tasks in this task list to create and update worker associations with time entry and time processing setup profiles,
which control the entry, approval, and transfer of time to integrating time consumers.
Task Description
Manage Worker Time Processing Profiles Create and update an association of rule sets, a time
consumer set, and time card periods to report, validate,
approve, and transfer time.

Manage Worker Time Entry Profiles Create and update an association of a layout set and
time entry actions to control access to any time entries.

4
Implementing Time and Labor Time and Labor Integrations
2 Time and Labor Integrations
Using Time and Labor with Absence Management: Points

to Consider
Using Oracle Fusion Absence Management with Oracle Fusion Time and Labor enables workers to report absences and view
accrual balances in the time card.
Considerations for using Absence Management with Time and Labor include:
• Prerequisite absence setup
• Absence entry configuration
• Absence entry
• Auto population of absence
• Absence validation configuration
• Absence approvals
• Absence transfer
Prerequisite Absence Setup

To report absence types from the time card, you must:
• Ensure that a work schedule exist for the primary assignment of the worker.
• Configure the units of measure of the absence type to either hours or calendar days.
• Enable the absence type for time card entry.
• Enroll the worker in any absence accrual plans that are associated with the absence type. Ensure that the plan
balances are up to date
Absence Entry Configuration

Use the following tasks in the Define Time and Labor task list to generate time card fields. These tasks are available in the
Setup and Maintenance work area.
• Generate Data Dictionary Attributes: Creates data dictionary time attributes for a selected time consumer that
categorizes time or defines time card fields.
• Generate Time Card Fields: Creates multiple-attribute time card fields using data dictionary time attributes, for the
specified legislative data group. Select the option to include absences.
Use the Manage Time Card Fields task to display absence data in various ways for time entry:
5
Time Card Field Options Time Card Field Description Task
Absence Type Create a time card field with a Manage Time Card Field task.
single time attribute, which displays Create a single attribute.
only the absence type.

Payroll and Absence Time Type Create a multiple attribute time card Run the Generate Time Card Field
field, which combines absence process. Or use the Manage Time
types and payroll time types. These Card Field task to create a multiple
time types can have different attribute time card field with two
display names for time entry than time attribute segments. Then
they have in payroll or absence manually populate the values and
management. the time attribute.

Reason Code or Comment Configure the Reason Code as Manage Time Card Field task.
a dependent time card field that Create a single or multiple attribute
is displayed in the Additional time card field with a dependent
Attributes and Daily Details dialogs time card field for absence reason.
of the time card.

Use the Manage Layout Sets task to specify the time entry format to support absence types and payroll time type entries.
Absence entries resolve according to the worker's schedule.
• Workers with time-based schedule enter absence in the time card.

• Workers with elapsed or duration schedule enter absence hours in the time card.
Absence Entry
Workers can enter absences by time card entry in the Time work area.
Auto Population of Absence

Any future absences automatically appear on the time card for that period. Deleting a time card doesn't delete the relevant
absence hours. The worker must delete the absence in the Time work area.
Absence Validation Configuration

Validations ensure, for example, that workers enter absences only for absence types that they are eligible for.
Clicking Next, to review and submit the time card, always validates absence time entries.
This table describes the default processing associated with time card Next, Save, and Submit buttons.
Time Card Button Automatic Validation Description
Next Yes When the worker user clicks Next,

the following processing runs
before opening the Time Card
Review page:
• Validates absence, payroll,

and project time entry
6

• Applies time entry rules
• Applies time calculation rules
• Generates calculated time
Save No Using the Manage Time

Consumer Sets task, you can
configure the validations to also run
when the worker clicks the Save
button.
Submit Yes Clicking the Submit button on the

Time Card Review page updates
the time card to Submitted status
and triggers the approval flow for
the time card.

Absence Approvals
Absence approvals are automatic.
A worker :
• Submits an approval flow by entering an absence using the self-service absence management application, if
approvals are configured for that absence type.
• Initiates the Time Card Approval task by entering the absence directly in the time card.
Absence Transfer
Time and Labor doesn't transfer the absence time entries to any time consumer.
Absence Management:
• Generates the absence entries into Absence Plan Detail results for payment.
• Processes the hours to update accrual balances.
Using Time and Labor with Payroll: Points to Consider

You can integrate Oracle Fusion Global Payroll applications with Oracle Fusion Time and Labor to validate, approve, and
transfer reported time to payroll for payment.
Consider the following when using Time and Labor with Global Payroll:
• Prerequisite payroll setup
• Time attributes setup
7
• Time entry configuration

• Time period considerations
• Payroll validation configuration
• Payroll transfer process
• Transfer error resolution
Prerequisite Payroll Setup

Create elements in payroll to capture payroll time types in the time card and pass time to payroll or a third â party payroll
system for processing.
To use a third-party payroll provider, implement Oracle Fusion Global Payroll Interface to extract the payroll data for your
payroll provider.
Time Attributes Setup

After the payroll administrator sets up the payroll element and runs the Create Time Card Calculation Component process,
run the following two processes on the time card data:
• Generate Data Dictionary Time Attributes: Creates data dictionary time attributes for a selected time consumer that
categorizes time or defines time card fields.
• Generate Time Card Fields: Creates time card fields using data dictionary time attributes, for the specified legislative
data group.
These tasks are available in the Define Time and Labor task list, in the Setup and Maintenance work area.
Time Entry Configuration

Payroll time entries on the time cards contain predefined payroll time card fields, such as pay time type and assignment
number.
• Use the Manage Time Card Fields task to create a new time card field, enabling layout set overrides.
• Use the predefined payroll layout set if you don't need to make changes to the delivered time card fields or labels.
• Use the Manage Time Layout Sets task to create a new payroll layout based on predefined payroll layout. Customize
the time card fields displayed on all time entry, review, and approval pages.
These tasks are available in the Setup and Maintenance work area.
Time Period Considerations

Time periods for reporting and approving time can be weekly or biweekly. Approval periods match the reporting period.
Therefore, time cards are submitted for approval as soon as they are submitted.
Your payroll periods can be weekly, biweekly, semimonthly, or monthly. To align payroll periods with time card periods,
organize your workers into easily identifiable HCM Groups. Assign these groups to the correct worker time processing profile
containing a weekly or biweekly time card period.
Payroll Validation Configuration

Clicking Next, to review and submit the time card, always validates absence time entries.
This table describes the default processing associated with time card Next , Save , and Submit buttons:
8
Next Yes When the worker clicks Next, the

following processing runs before
opening the Time Card Review
page:

and project time entry.
• Applies time entry rules.
• Applies time calculation rules.
• Generates calculated time.
Save No Using the Manage Time Consumer

Sets task, you can configure the
validations to also run when the
worker clicks the Save button.


the time card.
Payroll Transfer Process

The payroll administrator uses the Load Time Card Batches process to retrieve time. Only approved time is transferred.
Transfer Error Resolution

Use the Time Management work area to monitor and troubleshoot transfer processes:
• View the time entries that failed during the transfer process in the Resolve Time Cards with Transfer Failures section
of the Overview page.
• Monitor time transfer processes that failed or were terminated abruptly in the Incomplete Time Transfer Processes
section of the Overview page.
◦ When the payroll administrator notifies of a failed process, reset the status to Unprocessed for the time entries
that weren't transferred successfully.
◦ The transfer process retrieves these unprocessed time entries the next time it runs.
Define Elements, Payrolls, and Formulas: Overview

The Define Elements, Balances, and Formulas task list contains the tasks required for creating payroll elements for
compensation and HR management. You can use this task list if you're recording earnings, deductions, and other payroll
data for reporting, compensation and benefits calculations, or transferring data to a third-party payroll provider.
9
Note
If you're using Oracle Fusion Global Payroll, use the Define Payroll task list instead. The Define Payroll task list
includes additional tasks required to set up payroll processing.
Required Tasks
Your business requirements and product usage determine which required tasks and other payroll-related tasks you perform.
The required tasks are:
• Manage Elements
• Manage Payroll Definitions, which is usually required to support elements
• Manage Consolidation Groups, which is required for creating payroll definitions
If you use predefined Payroll Interface extracts to transfer data to a third-party payroll provider, you may need to create
element subclassifications, balances, organization payment methods, and object groups. Refer to the Global Payroll Interface
documentation for more information.
Prerequisite Tasks
The Workforce Deployment and Compensation Management offerings include the Define Elements, Balances, and Formulas
task list. These offerings contain other tasks that you must complete first, as shown in the following table.
Task Use To Why It's Important
Manage Legal Entities Create payroll statutory units. Ensures that hiring employees
automatically creates payroll
relationship records.

Manage Legal Entity HCM Associate a legislative data group As above.

Information with each payroll statutory unit.

Manage Payroll Product Usage Select Payroll Interface as the Ensures that you use the
product usage for any countries appropriate element templates to
or territories where you use this create earnings.
product.

Configure Legislations for Human Resources

Use this task to create legislative data for a country or territory that doesn't have a predefined country extension. It guides you
through configuring some payroll objects and values required for creating elements, including:
• Tax year start date

• Period of service on rehire rules
• Default currency
• Element classifications
10
• Component groups
• Payment types
Important
Complete this task before the other tasks in this task list.
Manage Elements
Use elements to communicate payment and distribution information to payroll applications from the source applications listed
in the following table.
Source Application Element Purpose Requirements
Compensation • Earnings and deduction Required for compensation plans

elements, such as bonuses, and base pay, no matter which
overtime earnings, and HR and payroll applications you're
voluntary deductions. using.

• Information elements to load
custom data to use during
a workforce compensation
cycle.
Benefits • Deduction elements to Required if you use element

record activity rate calculation entries to communicate benefits
results, such as: rate information to any payroll
application.
◦ Employee contributions
and employer
distributions for medical
options
◦ Flex credits for flex

offerings
• Earnings elements if you

set up your flex offering to
disburse unused credits as
cash.
Time and Labor Earnings elements with input value Required if you pay worked time
of Hours. based on time card entries.

Absence Management Earnings elements with input value Required if you process absence
of Hours. payments and book employer
liability of accrual balances through
Global Payroll or Global Payroll
Interface.

11
Manage Payroll Definitions

Employees' employment terms or assignments include their assigned payrolls. The payroll definition supplies the payroll
period frequency and end dates, which some applications use for calculations. The following table shows which Oracle
Fusion HCM applications require payroll definitions.
Application Payroll Definition Required? Usage Conditions
Global Payroll Interface Yes N/A

Compensation Yes N/A

Benefits Optional Required to use the payroll

period frequency to calculate
communicated rates or values
passed to payroll.

Time and Labor Optional Required to pass time entries to

payroll calculation cards for payroll
processing or for extract to a third-
party payroll application.

Absence Management No N/A

Manage Consolidation Groups

You must have at least one consolidation group for each legislative data group where you create elements. Payroll definitions
require a consolidation group.
Other Payroll-Related Setup Tasks

Your implementation might require other tasks in the Define Elements, Balances, and Formulas task list, as shown in the
following table.
Task Requirements
Manage Organization Payment Methods If you want to record personal payment methods
for your employees, you must create organization
payment methods and associate them with your payroll
definitions. Organization payment methods define the
combination of payment type and currency to use for
payments to employees or external parties.

12
Task Requirements
Manage Element Classifications Primary element classifications are predefined. If you

run the Calculate Gross Earnings process (provided
with Global Payroll Interface), you might create
subclassifications to feed user-defined balances.

Manage Fast Formulas You can write formulas for a number of uses, including:

• Validating user entries into element input values
• Configuring compensation, benefit, and accrual

plan rules
• Calculating periodic values for gross earnings and

defining element skip rules for the Calculate Gross
Earnings process (provided with Global Payroll
Interface)
Manage Balance Definitions If you're using Global Payroll Interface, creating earnings
elements creates balances automatically. You can edit
these generated balance definitions.

If you're using the Calculate Gross Earnings process,
you may want to create additional balances for extracts
or reporting.

Manage Object Groups You can create object groups to specify subsets of
elements or payroll relationships to include in a report or
process, such as the Calculate Gross Earnings process.

Prerequisites for Setting up Payroll with Time and Labor:

Procedure
To integrate Oracle Fusion Global Payroll with Oracle Fusion Time and Labor, you must complete prerequisite setup tasks
that include creating elements in Global Payroll.
Perform these prerequisite tasks:
1. In the Payroll Calculation work area, use the Manage Elements task to create payroll elements within a legislative
data group. These elements have a primary classification of standard or supplemental earnings, and a calculation
rule of hours multiplied by rate. Create at least one element eligibility record for each element.
2. In the Payroll Calculation work area, use the Manage Payroll Relationships task to confirm that the Time Card
Required field is selected for each person who reports time. Typically, your HR specialist selects this field when
completing the new hire flow.
13
Note
Skip this field for persons who complete time cards, but whose pay isn't calculated using time entries,
such as salaried employees who report time for billing purposes.
3. In the Payroll Checklist work area, run the Create Time Card Calculation Component process to generate the
calculation components that record the time card entries transferred to payroll from Time and Labor.
4. In the Define Time and Labor task list in the Setup and Maintenance work area, optionally, run the Generate Time
Card Fields process. This creates multiple attribute time card fields for the selected legislative data group.
Note
You can also use the Manage Time Card Field task list in the Setup and Maintenance work area to
create time card fields.
Using Time and Labor with Project Costing: Points to

Consider
Use Oracle Fusion Time and Labor to bill customers for time worked on a project:
• Validate reported time entries
• Transfer validated entries to Oracle Fusion Project Costing
Consider the following when using Time and Labor with Project Costing:
• Prerequisite department classification
• Prerequisite project data setup
• Project time entry configuration
• Time entry display filters
• Validation configuration
• Time transfer process
• Transfer error resolution
Prerequisite Department Classification

To enable the worker to submit time cards, the department in the time reporter's Employment record must be an expenditure
organization. To classify a department as an expenditure organization, the projects administrator can:
1. Search for the Manage Project Organization Classifications task in the Setup and Maintenance work area. Edit each
department by selecting the Classify as project expenditure organization check box.
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2. Search for the Submit Process to Denormalize Organization Hierarchy task and run the process.
Prerequisite Project Data Setup

Predefined time card fields for use on the time card are:
• Project Name for Project Team Members
• Project Name
• Project Number
• Task Number
• Project Unit
• Expenditure Type
• Expenditure Type Name
• Project Unit
• Organization
• Expenditure Type Class (System Linkage Function)
• Billable
• Work Type
• Optional Expenditure Type
• Optional Expenditure Type Name
• Optional Project Name
• Optional Project Name for Project Team Members
• Optional Project Number
• Optional Project Number for Project Team Members
• Optional Task Number
• Optional Task Number for Project Team Members
Project tables in Oracle Fusion Project Foundations must be populated so that values are available for these time card fields.
When Project Foundation tables contain values, those values can be displayed in the time card choice lists. The choice lists
use value sets, which show the value and description.
Project Time Entry Configuration

Project time entries on the time cards contain:
• Predefined project time card fields, such as project, task, and expenditure type.
• Optional time card field values, such as billable indicator and work type.
Use the following tasks in the Setup and Maintenance work area to configure project time entries:
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Task Description
Manage Time Card Field Configure time card fields by using different column
labels and value sets.

Manage Layout Set Duplicate and create a new project layout set based on
the predefined project layout set.

Time Entry Display Filters

This table describes how project values are derived in the time card:
Data to Display Derivation
Projects that are correct for the person Business unit defined in Human Resources for the
person

Tasks that are correct for the person Entry of the project name or number in the time card

Correct expenditure types Entry of the project, which derives the project unit. The
project unit derives the correct list of expenditure types

Validation Configuration
Clicking Next, to review and submit the time card, always validates project time entries.
This table describes the default processing associated with time card Next, Save, and Submit buttons:
Next Yes When the time card user clicks

Next, the following processing
runs before opening the Time Card
Review page:

and project time entry
• Applies time entry rules
• Applies time calculation rules
• Generates calculated time
Save No Using the Manage Time Consumer

Sets task, you can configure
the validations to also run when
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the time reporter clicks the Save
button.


the time card.

Time Transfer Process

The project costing administrator initiates the retrieval of the time using the Transfer Time Service, which is invoked from the
Import and Process Cost Transaction process.
Only approved time cards with no errors from validations, time entry, or time calculation rules are transferred.
Transfer Error Resolution

Use the Time Management work area to monitor and troubleshoot transfer processes:
• View the time entries that failed during the transfer process in the Resolve Time Cards with Transfer Failures section
of the Overview page.
• Monitor time transfer processes that failed or were terminated abruptly in the Incomplete Time Transfer Processes
section of the Overview page.
◦ When the Project Costing administrator notifies of a failed process, reset the status to Unprocessed for the
time entries that were not transferred successfully.
◦ The transfer process retrieves these unprocessed time entries the next time it runs.
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Implementing Time and Labor Date Effectivity
3 Date Effectivity
Date-Effective Objects in Time and Labor: Explained

The following Time and Labor setup objects retain history as they change over time, using date-effectivity:
• Time Entry Rule Set

• Time Calculation Rule Set
• Worker Time Processing Setup Profile
• Worker Time Entry Setup Profile
Date Effectivity: Explained

Most object attributes change over time. For example, grade rates may increase or an address may change. Date-effective
objects keep a history of such changes. Professional users can retrieve and edit past and future versions of an object.
Many Human Capital Management (HCM) objects, including person names, assignments, benefits plans, grades, jobs,
locations, payrolls, and positions are date-effective.
Logical and Physical Records

Date-effective objects include one or more physical records. Each record has effective start and end dates. One record is
current and available to transactions. Others are past or take effect in the future. Together, these records constitute the
logical record or object instance.
This table shows changes to the department manager attribute in a department business object. Each row represents a
single physical record.
Physical Record Effective Start Date Effective End Date Department Manager
4 18 January, 2011 C. Woods

3 15 October, 2010 17 January, 2011 A. Chan

2 13 June, 2009 14 October, 2010 T. Romero

1 22 March, 2007 12 June, 2009 G. Martin

Note
The physical record number doesn't appear in the record.
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Effective End Dates in Physical Records

Every physical record except the last has an effective end date. The update process adds this date, which is the day before
the effective start date of the next record, whenever you update the object.
Object End Dates

You can enter a final effective end date for some date-effective objects. For example, terminating an assignment adds a final
effective end date to the assignment. Alternatively, the End Date action may be available. If you end date a date-effective
object, then it isn't available to transactions after that date. However, the object's history is retrievable.
Status Values in Date-Effective Objects

Some date-effective objects, such as grades and jobs, have both effective dates and status values. When the object status
is Inactive, the object isn't available to transactions, regardless of its effective dates. Setting the status to Inactive makes
objects unavailable to transactions. If you can't enter an effective end date for an object, then changing its status has the
same effect.
Future-Dated Changes
For date-effective objects, you can enter future changes. For example, you enter the following worker promotion on 25
October, 2011 to take effect on 18 January, 2012.
Physical Record Effective Start Date Effective End Date Grade
2 18 January, 2012 IC2

1 14 October, 2010 17 January, 2012 IC1

Physical record 2 becomes current on 18 January, 2012. From 14 October, 2010 until 17 January, 2012 physical record 1
is current and available to transactions. Users who can access the object history can see physical record 2 before it takes
effect.
When future-dated changes exist, other actions may be limited. For example, to end this worker's assignment before the
promotion takes effect, you must first delete the promotion.
Date-Enabled Objects
Some objects, such as work relationships, are date-enabled rather than date-effective. They have start and end dates that
define when they're available, but they have no history of changes. New attribute values overwrite existing attribute values.
Correcting Date-Effective Objects: Examples

You can correct most attributes of date-effective objects, regardless of whether they occur in current, past, or future physical
records.
If you correct the effective start date of an object's first physical record, then the revised date must be before the current
effective start date. For the second and subsequent records, the revised date must be between the record's current effective
start and end dates.
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Correcting a Current Error

On 11 March, 2011 you create a location definition but enter the wrong phone. On 21 March, 2011, you search for the
definition and select the Correct action. Before correction, the object history is as follows.
Physical Record Effective Start Date Effective End Date Location Phone
1 11 March, 2011 650.555.0175

After correction, the object history is as follows.
Physical Record Effective Start Date Effective End Date Location Phone
1 11 March, 2011 650.555.0176

Because you corrected the object, no change history exists.
Correcting a Past Error

A worker's assignment history is as follows.
Physical Record Effective Start Effective End Job Working at

Date Date Home
4 20 October, 2010 Line Manager No

3 18 August, 2010 19 October, 2010 Senior No

Administrator

2 10 May, 2010 17 August, 2010 Senior Yes

Administrator

1 25 July, 2009 9 May, 2010 Administrator Yes

You learn that the worker's job was actually Project Leader from 10 May to 19 October, 2010. As this period spans physical
records 2 and 3, you must correct both.
To retrieve physical record 2, you set the effective as-of date in the person search to any date between 10 May and 17
August, 2010. You select the assignment from the search results and make the correction.
You then retrieve physical record 3 and make the same correction.
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Updating Date-Effective Objects: Examples

When you update a date-effective object, you insert a physical record in the object's history. Typically, the inserted record
follows the current record and the effective start date is today. However, you can also enter future-dated changes and update
past records.
Entering Future-Dated Changes

The grade EC3 exists from 17 June, 2009. Its ceiling step changes from 1 January, 2012. On 30 November, 2011, you
change the grade's ceiling step and enter an effective start date of 1 January, 2012. This change creates a physical record in
the grade definition, as shown in this table.
Physical Record Effective Start Date Effective End Date Ceiling Step
2 1 January, 2012 4

1 17 June, 2009 31 December, 2011 3

From 1 January, 2012 physical record 2 is in effect. Until then, physical record 1 is in effect.
Applying Historical Updates to Later Records

Jennifer Watts has one assignment, as follows:
Physical Record Effective Start Effective End Grade Location

Date Date
2 18 September, A1 Area Office

2010

1 10 April, 2010 17 September, A1 HQ

2010

You promote Jennifer to grade A2 from 1 July, 2010. You update her assignment with an effective start date of 1 July, 2010
and enter grade A2. This update:
• Inserts a physical record between existing records 1 and 2
• Sets the effective end dates of physical record 1 to 30 June, 2010 and of the inserted record to 17 September, 2010
You also correct existing physical record 2 to change the grade from A1 to A2.
Jennifer's assignment history is now as follows:
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Physical Record Effective Start Effective End Grade Location

Date Date
3 18 September, A2 Area Office

2010

2 1 July, 2010 17 September, A2 HQ

2010

1 10 April, 2010 30 June, 2010 A1 HQ

FAQs
What's the effective as-of date?

A date value that filters search results. For any date-effective object that matches the other search criteria, the search
results include the physical record for the specified effective as-of date. The effective as-of date is one of the search criteria.
Therefore, objects with effective dates that don't include the specified date don't appear in the search results. By default, the
effective as-of date is today's date.
What's the difference between updating and correcting a date-

effective object?
When you update an object, you insert a physical record in the object's history. Typically, the inserted record follows the
current physical record, and the effective start date is today's date. However, you can edit the object history or create a
future-dated change by setting an appropriate effective start date.
When you correct a date-effective object, you edit the information in an existing physical record. You don't create a physical
record.
What happens when I end date an object?

The date that you enter becomes the final effective end date for the object. If physical records exist for the object beyond the
effective end date, either they're deleted automatically or you delete them.
The object's history remains available. For example, the object may appear in search results if the search criteria include an
effective as-of date that's within the object's effective dates.
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Implementing Time and Labor Repeating Time Periods
4 Repeating Time Periods
Overview
Use the Manage Repeating Time Periods task to create repeating time period definitions that continually generate periods,
such as weekly periods that start on Sunday.
Saving the definition generates periods for ten years before and after the current date. These time periods are never used up.
Create various repeating period to use as:
• Time card entry periods
• Absence accrual periods
You must use the same time period for the time card entry period and time card approval period.
Time Card Entry Periods

Time Card entry periods determine how often workers must submit their time card. When you configure a worker time
processing profile, you associate a repeating time period as time card entry period.
Example: If you want time cards to be submitted every week, then you must select a weekly repeating time period.
Approval Periods
An approval period controls when a time card is submitted for approval. When you configure a time consumer set, you
associate a repeating time period as an approval period.
Absence Accrual Periods

An absence accrual period is a time interval in which workers accrue time within an accrual term. When you create an
absence plan, use the repeating period to determine how often in an accrual term a worker accrues leave.
Repeating Time Period: How It Is Calculated

Define repeating time periods of different types and lengths to determine the frequency of time card entry and approval. This
topic explains how the period definition calculates and generates continuous periods.
Settings that Affect Repeating Period Calculation

Using the Manage Repeating Time Period task, specify the following:
• Values for period type, period length, and pattern starting date.
• Dates within which to preview your period definitions.
This table describes the settings.
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Setting Description
Period Type Weekly

Period Length Select Biweekly or specify the number of weeks in a

single period.

Sample Start Date Enter an example starting date that sets the desired
pattern for periods longer than one day.

Preview Period Dates Enter start and end dates with a valid range to test
the generated instances of the time period within the
preview period.

How the Period is Calculated

The following table illustrates how the pattern starting date works with the period type and duration to generate repeating
periods within the test dates indicated:
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Period Type Length of Sample Start Preview Period Period

Period Date Period Dates Generation Examples
Logic
Weekly Biweekly 05/01/12 Start date: Generates 10 January -

01/01/12 periods every 23 January
14 days from
End date: the pattern 24 January - 6
05/31/12 starting date. February
All periods
start on the 7 February -
same day of 20 February
the week.
21 February -
5 March

6 March - 19
March

20 March - 2
April

3 April - 16
April

17 April - 30
April

1 May - 14
May

15 May - 28
May

Monthly Calendar 05/04/12 Start date: Generates 4 January - 3

month 01/01/12 periods from a February
End date: specified day
07/31/12 in one month 4 February - 3
up to that day March
in the following
month. 4 March - 3
April

4 April - 3 May

4 May - 3
June

4 June - 3 July

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Period Type Length of Sample Start Preview Period Period

Period Date Period Dates Generation Examples
Logic
Semimonthly NA 05/04/12 Start date: The first of the 4 May - 18

05/01/12 semimonthly May
End date: periods
07/31/12 starts on the 19 May - 3
numerical day June
of the pattern
starting date 4 June - 18
and lasts for June
15 days. The
second period 19 June - 3
starts the day July
after the first
period ends, 4 July- 18 July
and lasts
through the
day before the
numerical day
of the pattern
starting date
in the next
month.

Note
The preview start date and end dates aren't used to generate time periods. The first period generated might or
might not match the pattern starting date you entered, depending on how you define the preview period.
FAQ
Why can't I edit some repeating time periods?

You can't edit predefined repeating time periods. After you create and save a repeating period definition, you can edit only the
name and description.
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Implementing Time and Labor Time Card Fields
5 Time Card Fields
Overview
A time card field is a container for time attributes and their valid values, with property specifications for displaying the
attributes on the time card.
You can configure time card fields to:
• Display either a single time attribute or multiple time attributes.

• Display different attribute values in the time card for different user groups.
• Either appear in all time entry pages or only on the time entry dialog boxes when a time reporter selects a particular
time attribute value in another time card field.
• Designate default or derived values for time card field entries and configure default values for time card field
properties.
Use the Manage Time Card Field task to configure the following:
• Time attributes
• Single-Attribute Time Card Field
• Multiple-Attribute Time Card Field
• Default Time Card Field Values
• Dependent Time Attribute
• Dependent Time Card Field
• Global Context and Context Value
Time Attributes
A time attribute is a quality that describes and categorizes reported time according to the attribute value selected. A time card
field contains the time attribute with its associated valid values.
This table shows examples of time attributes and their associated value:
Integrating Application Time Attribute Attribute Description Example Values
Payroll Payroll Time Type Categorizes time for Regular, Overtime, and
payroll processing Vacation
according to the value
selected

Project Costing Expenditure Type Categorizes time for Billable and Nonbillable
costing and billing
selected

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Integrating Application Time Attribute Attribute Description Example Values
Absence Management Absence Management Categorizes time for Paid Maternity and
Type absence processing Vacation
selected.

Single-Attribute Time Card Field

A single-attribute time card field has only one time attribute associated with it.
Example: Task is a single-attribute time card field that has TaskID as the only associated time attribute.
Multiple-Attribute Time Card Field

A multiple-attribute time card field contains one or more time attributes. It stores multiple values internally, but displays only
one value to the time card user.
You can create up to 20 multiple-attribute time card fields.
Example: Payroll and Expenditure is a multiple-attribute time card field that contains two attributes: Payroll time type and
Expenditure type. When the user selects the value Regular in the Hours Type attribute, the application stores Payroll Time
Type and Billable in the Expenditure Type attribute.
Default Time Card Field Values

On the Time Card Field definition page, configure default values for new time card field entries by either of the following:
• Providing a value.
• Selecting a function that resolves and displays the value in the time card.
Dependent Time Attribute

On the Add Dependent Time Attributes page, define dependency between two time attributes. The application displays the
dependent values based on the attribute value the time reporter selects in the time card.
Example: Where Project is the parent attribute and Task is the dependent attribute, you can restrict the list of tasks that
appear on the time card based on the project selected during time entry.
Dependent Time Card Field

On the Dependent Time Card Field page, establish dependency between two time card fields. The application displays the
dependent time card fields when the worker selects a time attribute in the independent time card field.
Example: When the worker selects a value in the Payroll Time Type single-attribute time card field, the application displays the
dependent time card field Rate Override Code in the time card.
Global Context and Context Value

Additional display options for dependent time card fields include:
• Display the dependent time card field attributes on the time entry page by declaring the dependent time card field as
global.
• Display the dependent time card field only when the time reporter selects specified values in the parent time card
field.
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Time Attributes, Time Card Fields, Layout Sets, Setup

Profiles, and Groups: How They Work Together
Time Card Fields specify the display of time attributes on the time for different groups of time reporters. You can use a time
card field in multiple layout sets with or without variation in properties. Associate a layout set with a worker time entry profile.
Assign the profile either to a person or to group of persons.
The following figure shows the relationship between time attributes, time card fields, layout sets, worker time entry profiles,
and groups.
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Time Attributes
A time attribute is a quality that describes and categorizes reported time according to the attribute value selected.
A time card field contains the time attribute with its associated valid values. The application provides predefined time
attributes based on the requirements of time consumers.
Time Card Fields

A time card field is a container for one or more time attributes with valid values and property specification for displaying the
attributes on the time card.
When defining a time card field, you can:
• Change the name of the column displayed for the time attribute.
• Limit the display of values in a list.
• Derive the value of a field from the value in another field.
Layout and Layout Sets

A layout is a set of options that determine:
• Determine the fields to display in the time card.

• Lays out the fields on the time card.
A layout set comprises different time card layouts for entering, reviewing, and approving time cards.
You can associate a time card field with multiple layout sets. For example, you can configure a time card field that contains
five different values for workers, and seven values for managers.
Worker Time Entry Profile

A worker time entry profile displays the time card based on layout and time entry access rules that you select. You can assign
the same layout set to multiple worker time entry profiles.
Groups
A group is a collection of persons that share common time reporting characteristics. Each group can have only one setup
profile at any point in time.
Select a group on the time entry profile to assign the profile to workers in the group. All workers in the group inherit the
layouts and time entry action configurations from the associated worker time entry profile. Each group can have only one
setup profile at any point in time.
Creating a Single-Attribute Time Card Field: Worked

Example
You want to create a single-attribute time card field that displays absence type information on the time card. You also want to
display absence reason information on the time card whenever the time card user selects an absence type.
The following table summarizes the key decisions for Absence Management Type and Absence Type Reason time card fields.
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Decisions to Consider Absence Management Time Absence Type Reason Time

Card Field Card Field
What is the time attribute? Absence Type Absence Type Reason

What is the user data source for the List of Absence Types for User List of Absence Reasons
attributes?

What is the administrator data List of Absence Types for List of Absence Reasons
source for the attributes? Administrator

What is the basis for deriving the Specific value NA

default value for this time card
field?

What is the default value for this Illness NA

time card field?

What is the display component for Smart choice list Smart choice list
this time card field?

Would you want to update these Yes Yes

property values when configuring
the layout set?

Is the time card field required on No No

the time card?

Summary of the Tasks

Create a new time card field and configure its time attribute properties. Also, configure time attributes of the dependent time
card field.
• Configure time attribute properties of the parent time card field.

• Create dependent time card field.
Note
The data sources, List of Absence Types for User and List of Absence Types for Administrators, are predefined.
Configuring Time Attribute Properties

1. In the Setup and Maintenance work area, search for the Manage Time Card Fields task and click Go to Task.
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2. Click Create.
3. On the Create Time Card Field page, select Single attribute.
4. Click OK.
5. In the General Properties section, complete the fields, as shown in this table:
Field Value
Name Absence Management Time Card Field

Description Contains absence information

6. In the Time Attribute and Data Source section, select time attribute and data sources, as shown in the table:
Field Value
Time Attribute Absence Type

User Data Source List of Absence Types for User

Administrator Data Source List of Absence Types for Administrator

7. Click Add Attribute Dependency to add time attributes that must be available when the time reporter selects this
time attribute.
8. In the Add Dependent Time Attributes dialog box, select Personid from the Bind Variable Name option.
9. Select Resource in the Time Attribute list box.
10. Click OK.
11. In the Default Values section, complete the fields, as shown in the table:
Field Value
Populate New Entry Automatically Specific value

Time Attribute Display Value Illness

12. In the Display Properties section, complete the fields, as shown in the table. Use default values for fields unless the
steps specify other values.
Field Value
Component Type Smart choice list

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Field Value
Allow Layout Set Override Yes

Required on the Time Card No

13. Click Next.
Creating Dependent Time Card Fields

1. On the Dependent Time Card Field page, click Create.
2. On the Create Dependent Time Card Field page, complete the fields for the dependent time card field, as shown in
the table:
Field Value
Name Absence Type Reason Time Card Field

Dependent Time Attribute Absence Type Reason

3. Click OK.
4. In the Time Attribute and Data Source section, select time attribute and data sources, as shown in the table:
Field Value
Time Attribute Absence Type Reason

User Data Source List of Absence Reasons

Administrator Data Source List of Absence Reasons

Field Value

Allow Layout Set Override Yes

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Field Value

6. Click Next.
7. Review the time card information.
8. Click Save and Close.
Creating a Multiple-Attribute Time Card Field: Worked

Example
You want to create a multiple-attribute time card field that gathers hours and attributes it to absence type and payroll time
type. You also want to display absence reason information in the time card whenever the time card user selects an absence
type value.
This table summarizes the key decisions for configuring default properties of the two time card fields: Absence Payroll Time
Card Field and Absence Reason Time Card Field.
Decisions to Consider Absence Payroll Time Card Absence Reason Time Card
Field Field
What are the time attributes? Absence Type and Payroll Time Absence Type Reason
Type

What is the user data source for the • For Absence Type: List of List of Absence Reasons
attributes? Absence Types for User

• For Payroll Time Type: List of
Payroll Time Types for User
What is the administrator data • For Absence Type: List List of Absence Reasons
source for this attribute? of Absence Types for
Administrator
• For Payroll Time Type: List

of Payroll Time Types for
Administrator
What is the basis for deriving the NA Specific value

default value for a new time card
field?

What is the default value for a new NA Casual leave

time card field?

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Decisions to Consider Absence Payroll Time Card Absence Reason Time Card
Field Field
What is the display component for Smart choice list Smart choice list
the time card field?

Is the time card field required on Yes No

the time card?

Summary of the tasks
1. Create a multiple-attribute time card field with two attributes.
2. Create a single-attribute time card field that is dependent on this multiple-attribute time card field.
Creating a Multiple-Attribute Time Card Field

1. In the Setup and Maintenance work area, search for the Manage Time Card Fields task and click Go to Task to
access the Manage Time Card Fields page.
2. Click Create.
3. Select Multiple attribute.
4. In the General Properties section, complete the fields as shown in the table.
Field Value
Name Absence Payroll Time Card Field

Description This is a multiple-attribute time card field that has a

dependent time card field.

5. In the Display Value and Multiple Attribute Definition section, select Add Time Attribute from the Actions
menu. Complete the fields for each time attribute, as shown in this table:
Field Absence Management Type Payroll Time Type Attribute

Attribute
Attribute Display Sequence 1 2

Time Attribute Absence Type Payroll Time Type

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Field Absence Management Type Payroll Time Type Attribute

Attribute
Administrative Data Source List of Absence Types for List of Payroll Time Types for
Administrator Administrator

User Data Source List of Absence Types for User List of Payroll Time Types for
User

Dependent on Time Attribute NA NA

Time Attribute Required No No

6. In the Display Value and Multiple Attribute Definition section, complete the fields for the time attributes, as shown in
this table.
Value Displayed on Payroll Time Type Absence Type Enabled

Time Card Attribute
Maternity NA Paid Maternity Yes

Dependent care NA Dependent Care Yes

Vacation Vacation NA Yes

Regular Hours Regular NA Yes

Overtime Hours Overtime NA Yes

7. In the Display Properties section, complete the display fields as shown in this table. Use default values for fields
unless the steps specify other values.
Field Value

Required on the Time card Yes

8. Click Next.
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Creating a Dependent Time Card Field

1. On the Dependent Time Card Field page, click Create.
2. In the Create Dependent Time Card Field dialog box, complete the fields for the dependent time card field, as
shown in the table.
Field Value
Name Absence Reason Time Card Field

Independent Time Attribute Absence Type

Dependent Time Attribute Absence Type Reason

3. Click OK.
4. In the Time Attribute and Data Source section, select the time attribute and data sources, as shown in the table:
Field Value
Time Attribute Absence Type Reason

User Data Source List of Absence Reasons

Administrator Data Source List of Absence Reasons

5. In the Default Values section, complete the fields, as shown in the table:
Field Value
Populate New Entry Automatically Specific value

Time Attribute Display Value Casual Leave

Field Value

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Field Value

7. Click Next.
8. Review the time card field information.
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Implementing Time and Labor Layout Sets
6 Layout Sets
Overview
Use the Manage Time Layout Sets task to create a collection of layouts that determine the appearance of the time entry,
review, and approval pages of the time card.
Additional configuration includes:
• Associate time card fields with layout sets.
• Configure the arrangement of various time entry options.
• Assign a layout set to multiple worker time entry profiles.
Configure these options and aspects of layout sets:
• Layouts
• Layout types
• Time Card matrix
• Row level details
• Comments
• Entry level details
Layouts
Layout sets apply to a selected time consumer or combination of time consumers. Creating and saving a layout set creates a
set of predefined layouts for the specified consumers.
• You can customize all predefined layouts in the newly created layout set by overriding those default time card field
properties that permit override.
• You can't delete layouts from a layout set.
The predefined layout sets available for use in a worker time entry profile are:
• Projects and Payroll Layout Set
• Projects Team Membership and Payroll Layout Set
• Projects Layout Set Filtered by Project Team Members
• Payroll Layout Set
• Projects Layout Set
Layout Types
The following table lists the layouts in the layout set with corresponding Time entry pages:
Layout Time Entry Page
Time Entry Layout Create Time Card

Time Review Layout Review Time

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Layout Time Entry Page
Time View Layout View Time Card

Time Approval Notification Layout Approve Time Card

Calendar Entry Layout Report Time

Calendar Time View Layout View Time Card: The page for viewing the time card in
the calendar.

Time Card Matrix

In the time entry pages, the time card matrix is the table that displays time attributes, days, and dates that contain hours or
time entries.
Row Level Details

The time card fields that you add in the Row Level Details page appear in the Additional Attributes dialog box.
Click the icon on each time entry row to open the dialog box that displays these dependent fields of entered time.
Example: Configure a payroll layout to display the Input Value time card field in the Additional Attributes dialog box,
whenever the Regular time card field is selected in the time card.
Comments
You can display the comments column on the time card.
Entry Level Details

The time card fields that you add in the Entry Level Details page appear in the Daily Details dialog box.
If you don't display the comments column on the time card, then you can display comments in the Entry Level Details dialog
box. Set the date entry format for the date field displayed on the Daily Details dialog box.
Configuring the Various Time Entry Layouts: Worked

Example
This example demonstrates how to create a layout set for the payroll time consumer and configure the following layouts in
that layout set:
• Time Entry Layout

• Time Review Layout
• Time View Layout
• Time Approval Notification Layout
The following table summarizes the key decisions common to all layouts:
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Decisions to Consider Time Entry, Time Review, Time View, and Time
Approval Notification Layouts
Who is the time consumer? Payroll

Do you want to display time card fields on the Create Yes

Time Card, Review Time, View Time Card, and Approve
Time Card pages? Job, Hours Type

Do you want to change any default time card field labels Yes
on the time matrix section of the Create Time Card,
Review Time, View Time Card, and Approve Time Card For Hours Type Time Card Field: Type of Hours
pages?

Do you want to display time card fields on the Additional Yes

Attributes dialog box of the Create Time Card, Review
Time, View Time Card, and Approve Time Card pages? Absence Reason, Absence Type

Do you want to display the time card field name on the Yes
Additional Attributes dialog box of the Create Time Card,
Review Time, View Time Card, and Approve Time Card For Absence Reason time card field: Reason of Absence
pages?

Do you want to replace the Additional Attributes label Yes

on both the Additional Attributes dialog and on the
Additional Attributes column of the Create Time Card, Additional Payroll Attributes
Review Time, View Time Card, and Approve Time Card
pages?

Display row level comments on the time card or on the Daily Details page
Daily Details page?

Do you want to replace the Comments label on the Yes

Comments dialog box?
Daily Comments

Do you want to display time card field on the Daily Yes

Details dialog box of the Create Time Card, Review
Time, View Time Card, and Approve Time Card pages? Rate Multiplier

Do you want to replace the Daily Details label on both Yes

the Daily Details dialog box and Daily Details column of
the Create Time Card, Review Time, View Time Card, Payroll Daily Details
and Approve Time Card pages?

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The following table summarizes the key decisions that are different:
Decision to Time Entry Time Review Time View Time Approval

Consider Layout Layout Layout Notification
Layout
Allow the time No NA NA NA

card user to enter
negative hours
when reporting
time?

What is the format Display start and Display start and Display start and NA
for reporting and end time end time end time
displaying time?

What is the format Display hours and Display hours and Display hours and Display hours and
for displaying times times times times
calculated time?

Enter or display 2 NA NA NA
hours to how
many decimal
places?

How many rows 5 NA NA NA

for entering time
must be displayed
on the time
reporting pages?

What is the format Month Date, Day Month Date, Day Month Date, Day NA
for displaying date
on the time matrix
section of the
Create Time Card,
Review Time, and
View Time Card
pages?

What is the format Month Date, Day Month Date, Day Month Date, Day NA
for displaying date
in the Entry Level
Details section of
the Create Time
Card, Review
Time, and View
Time Card pages?

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Prerequisite
1. Create time card fields Job and Hours Type.

1. Create a layout set for the Payroll Time Consumer Set.
2. Configure the time entry layout to customize the Create Time Card page.
3. Configure the time review layout to customize the Review Time page.
4. Configure the time view layout to customize the View Time page.
5. Configure the approval notification layout to customize the Approve Time page.
Creating a Layout Set

1. In the Setup and Maintenance work area, search for Manage Layout Sets and click Go to Task.
2. Click Create.
3. On the Generate Layout Set page, select Payroll as the Time Consumer.
4. Click Generate Layout Set.
5. Complete the fields, as shown in the table.
Field Value
Name Payroll Layout Set

Description Payroll layout set that includes the displayed

assignment number and payroll time card fields.

6. Click Save.
Configuring the Time Entry Layout

1. On the Edit Layout Set page, select Time Entry Layout and click Configure Layout.
2. Click Edit Layout to edit the display of time entry fields on the time card.
3. In the Time Card Matrix dialog box, delete the time card fields: Assignment Number and Payroll Time Type.
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4. Click Add two times to add the time card fields: Job and Hours Type.
5. Change the display label of the Hours Type time card field to Work Hours Type.
6. In the Time Entry Properties section, complete the values, as shown in this table. Use default values for fields unless
the steps specify other values.
Field Value
Time Entry Format Display start and end time

Date Format January 4, Monday

7. Click Next.
8. In the Row Level Details dialog box, click Add two times to add two time card fields.
9. Complete the fields for the two time card fields, as shown in this table.
Field Value for the first Time Card Value for the second Time
Field Card Field
Time Card Field Absence Reason Absence Type

Display Label Reason of Absence NA

10. In the Display Properties section, enter Additional Payroll Attributes in the Label on the Time Card field.
11. Click Next.
12. In the Comments dialog box, select In the entry level detail page in the Comments Column Display field.
13. In the Display Properties section, enter Daily Comments in the Label on the Time Card field.
14. Click Next.
15. In the Entry Level Details dialog box, click Add to add a time card field. Select Rate Multiplier in the Time Card Field
section.
16. In the Display Properties section, complete the values, as shown in this table:
Field Value
Label on the Time Card Payroll Daily Details


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Configuring the Time Review, Time View, and Approval Notification

Layouts
1. On the Edit Layout Sets page, select the required layout and click Configure Layout.
2. In the Reported Time section, click Edit Layout to edit the display of time entry fields on the time card.
3. Repeat steps 3 through 17 of the task: Configuring the Time Entry Layout.
4. In the Calculated Time section, click Edit Layout to edit the display of time entry fields on the time card.
6. In the Time Entry Properties section, complete the values, as shown in this table. Use default values for fields unless
the steps specify other values.
Field Value
Time Entry Format Display hours and times


Configuring a Calendar Entry Layout: Worked Example

This example demonstrates how to configure a calendar entry layout.
The following table summarizes the key decisions for this scenario:
Decisions to Consider In this Example
Do you want to display time card fields on the Report Yes

Time page?
Projects, Task

Do you want to replace the time card field name in the Yes
Report Time page?
Projects Number, Task Number

Can the time card user enter negative hours on the No

Report Time page?

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Decisions to Consider In this Example
What is the format for reporting time? Display start and end time

Enter or display hours to how many decimal place? 2

Do you want to display time card fields in the Drag to Yes

Report Time section of the Time page?
Expenditure Type, Project Unit, Expenditure Type Class


1. Create a layout set with Projects as the Time Consumer Set.
2. Configure the calendar entry layout to customize the report time page.
Creating a Layout Set

1. In the Setup and Maintenance work area, search for Manage Layout Sets and click Go to Task.
2. Click Create.
3. On the Generate Layout Sets page, select Projects as the Time Consumer.
4. Click Generate Layout Set.
5. Complete the Define Layout Sets section, as shown in this table:
Field Value
Name Projects Layout Set

Description Using this layout, workers can enter time against a

selected project, task, and expenditure type.

6. Click Save.
Creating a Calendar Entry Layout

Use default values for fields unless the steps specify other values.
1. On the Edit Layout Set page, select Calendar Entry Layout and click Configure Layout.
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2. Click the Edit Layout button to edit the display of time card fields on the Report Time page.
3. In the Time Card Field dialog box, edit the display labels of Project and Task time card fields, as shown in this
table:
Field Value for the first Time Card Value for the second Time
Field Card Field
Name Projects Task

Display Label Project Number Task Number

4. Select Display start and end time in the Time Entry Format field.
5. Click Next.
6. On the Drag and Drop Values page, click Add three times to add three time card fields - Expenditure Type, Project
Unit, and Expenditure Type Class.
7. Enter Type of Expenditure as the Display Label for the Expenditure Type time card field.
8. Click Save.
FAQ
Why can't I edit some layout sets?

You can't edit predefined layout sets, such as Projects Layout Set and Payroll Layout Set. However, you can duplicate these
layouts to make the required modifications.
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Implementing Time and Labor Time Categories
7 Time Categories
Time Categories: How They Work with Time Consumer

Sets and Time Entry Rules
A time category classifies time entries into types, such as sick time, vacation time, or regular time.
Use time categories:
• To determine attributes for time consumer sets.

• As conditions for time entry rules.
Category Determines Attributes for a Consumer Set

Determine the time attributes that are transferred to the time consumer by associating a time category when you configure a
time consumer set.
Example: A payroll consumer might not require time entries reported against projects, and therefore would associate a time
category that contains only payroll-related attributes.
Category as a Condition for Time Entry Rules

Time entry rules validate the time card data. When you configure a time entry rule, select a time category as the condition that
must be met for that time entry rule to apply.
Using Time Category Condition Components: Explained

Use the Manage Time Categories task to create a time category by specifying conditions that the time entry must satisfy to
belong to that category.
A condition can combine several attributes into an expression that must be true as a whole for the time entry to belong to the
time category. Example: Any time entry that contains the attribute Overtime OR the attribute Overtime Project.
Time categories can contain other time categories. Example: Define time categories for Sickness and Vacation, and then
define a third category called Absence that contains these two categories.
This topic describes:
• Condition components
• Compound and grouped conditions
Condition Components
A condition consists of the following components:
• Time Attribute: Collects information that indicate:
◦ The type of time, such as Payroll Time Type.
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◦ Category of task being performed, such as Task and Expenditure Type.

• Value Type: Represents a classification of the time category value.
This table lists the different value types that you can use to define time categories.
Value Type Description
Any value Any value reported for the time attribute is included
in this time category

Null value If there is no value reported for the time attribute,

then that time entry is included in that time
category.

Specific value A value for the time attribute that must be selected
from the list of values for that time attribute.

Value set A value set must be selected from a list of value

sets.

• Operator: Combines two conditions to return a set of filtered results. An AND operator returns results if both
conditions are met and an OR operator returns results if either condition is met.
Compound and Grouped Conditions

Variations for building conditions include:
• Connect two or more conditions by logical operators, such as AND or OR, to create a compound condition that
returns true or false.
• Group two or more conditions within parentheses to form a separate statement within a compound condition.
• Group a condition within another grouped condition.
For example, define a time category to include the following grouped conditions: (Payroll Time Type = Regular) AND
(Expenditure = Overtime OR Expenditure = Billable). The entry on the time card satisfies the time category rule when it
satisfies the first condition and one of the two grouped conditions.
The figure shows a compound condition containing three conditions, two of which are grouped.
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Creating Time Categories: Worked Example

You want to create a time category that summarizes compensation-only hours. This example demonstrates how to create
two categories, Project Category and Expenditure Category, and embed them into a summary category definition, called
Project Development Cost Category.
The following table summarizes the key decisions for this scenario.
Decisions to Consider Project Category Expenditure Category Project Development

Cost Category
(Summary Category)
What is the time Project ID Task ID Project Development

attribute? Cost

What is the type of Specific value Specific value NA

attribute value?

What are the time Design and Development NA NA

attribute values?

What are the operators? AND NA NA

Embed categories? No No Project Category and

Expenditure Category

Summary of the tasks
Create three new categories. Embed the first two categories into the third.
1. Create two time categories using time attributes.

2. Create a summary category by embedding the two time categories.
Creating Time Categories Using Time Attributes

Perform the following steps twice, completing one category before beginning again to create the next.
1. In the Setup and Maintenance work area, search for the Manage Time Categories task and click Go to Task.
2. Click Create.
3. Complete the fields as shown in the table:
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Field Category 1 Category 2 Summary Category
Category Name Project ID Category Expenditure Type Project Development

Category Cost Category

Description Summarizes Project ID Summarizes Summarizes project

attributes. expenditure type development cost
attributes. attributes.

4. In the first time category condition row, complete the fields, as shown in the table:
Field Category 1 Category 2
Time Attribute Project ID Expenditure Type

Value type Specific value Specific value

Attribute Value Design Straight Time

Operator AND AND

5. In the second time category condition row, complete the fields, as shown in the table:
Field Category 1 Category 2
Time Attribute Project ID Expenditure Type

Value Type Specific value Specific value

Attribute value Development Overtime

6. Select the newly created rows and click Add Parentheses.

Adding Categories to the Project Development Cost Category

1. On the Create Time Category page of the Project Development Cost time category, click Embed a Time
Category.
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2. Select Project Category in the Name field.
3. Click OK.
4. On the Create Time Category page, click Embed a Time Category.
5. Select Expenditure category in the Name field.
6. Click OK.
FAQs
Can I ungroup only one condition in a group?

If you select any one of the time category conditions in that group and click Remove Parentheses, then all time category
conditions are ungrouped.
How can I embed an existing time category into a new one?

When creating a time category, use the Embed Time Category option to bring in the definition of an existing time category.
After you embed the existing time category into the new time category definition, it appears in read-only format, along with its
attribute fields and values..
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Implementing Time and Labor Time Consumer Sets
8 Time Consumer Sets
Overview
A time consumer set specifies approval periods, validation rules, and time transfer rules for one or more time consuming
applications.
Time Consumers
You can integrate Oracle Fusion Time and Labor with:
• Oracle Fusion Global Payroll to validate, approve, and transfer reported time entries to payroll for payment.
• Oracle Fusion Project Costing to bill customers for time worked on a given project.
Consumer Set Assignment to Workers

• You can assign a time consumer set to more than one worker time processing profile.
• A setup profile can contain only one time consumer set.
This figure assigns a time consumer set to different groups of workers through worker time processing profiles.
Creating Time Consumer Sets : Points to Consider

Use the Manage Time Consumer Set task in the Setup and Maintenance work area to create a time consumer set. A time
consumer set can have multiple time consumers with different approval periods and validation requirements.
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When defining time consumer sets, you must decide:
• The time consumers

• The time category
• If the time card is required by time consumers
• Whether validations must be executed on the time card
• The approval period
• If the time card must be approved by other time consumers before being transferred to payroll
Time Consumer
You can select more than one time consumer in one time consumer set. Example: The predefined time consumer set,
Projects and Payroll Time Consumer Set, contains two time consumers, Oracle Fusion Project Costing and Oracle Fusion
Global Payroll. This time consumer set transfers the project time entries to Project Costing and payroll time entries to Global
Payroll.
Time Category
Select the time category, which contains time attributes to be sent to time consumers. Example: A payroll time consumer
might not want time entries reported against project values, so you would select a time category that excludes project-related
attributes.
Required Time Card Status

In the Required Time Card Status field, select Yes, if the time card is always required by the time consumer for all time
periods.
Validate on Time Card Actions

To configure actions that trigger validations, select a value in the Validate on Time Card Actions field:
Field Value Description
Submit Only Default processing. Validates time entries when workers

click Next to submit their time card, but not when they
click Save.

Submit and Save Validates time entries when workers click Save, Save
and Close, and Next buttons.

Approval Period
Select a repeating time period as an approval period. Example: If you want approvers to approve the time card once every
week, then you must select a repeating period that is defined as Weekly.
Approval Required
Select whether the time card must be approved by all time consumers in this time consumer set before being transferred
to the required time consumer. Example: The payroll time consumer might want to receive only those time cards that are
approved by both projects and payroll time approvers.
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FAQ
Why can't I edit some time consumer sets?

You can't edit those time consumer sets that have been associated with a worker time processing profile. Additionally, once
you save a new time consumer set, you can't include new time consumers in the set or exclude existing time consumers from
the set.
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Implementing Time and Labor Time Rules
9 Time Rules
Rule Set Components: How They Work Together

Use rule templates to create time entry and time calculation rules based on formulas. Group rules of the same type into a rule
set and assign rule sets to a worker or group of workers using the worker time processing profile.
The following figure shows the relationship between formula, rule templates, rules, and rule sets.
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Formula
The delivered formulas associated with rule templates are created using Oracle Fusion Fast Formula.
Use the Manage Fast Formulas task to create your own formulas, which you can attach to rule templates.
Example: A rounding formula attached to a template enables you to define a variety of rounding rules with specific values,
such as the nearest quarter hour.
You can attach a formula to more than one rule template.
Rule Templates
A rule template contains predefined combinations of input parameters and output values for the underlying formula.
Use rule templates to create time entry and time calculation rules that contain the actual values for formula parameters
available in the template. Use the same template to create more than one rule.
Create two types of rule templates:
Rule Template Type Description
Time Entry Rule Template Contains configurations to define time entry rules that
check the entered time and issue a business message,
error, or warning.

Example: Define a time entry rule template to display
an error message whenever the reported time entries
exceed a maximum hours value.

Time Calculation Rule Template Contains configurations to define time calculation rules
that convert the calculated time entries into processed
time.

Example: Create a time calculation rule template that
takes the time entries reported for a week as input and,
based on a threshold parameter, classifies the entries
into calculated results. This template converts the hours
above the threshold value into a separate pay time type,
such as Overtime. Hours under the threshold value
remain the same pay time type, such as Regular.

Rules
Create two types of rules:
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Rule Type Description
Time Entry Rule Time entry rules validate the entered time and display a
business message, error, or warning.

Example: Write rules to ensure that the worker hasn't
entered more than a specified number of hours per
week.

Time Calculation Rule Time calculation rules convert entered time into
processed and calculated time.

Example: Create different rules to calculate overtime
according to variations in legislated requirements in
different jurisdictions.

You can control when the rule is applied.

Example: You can apply the rules on save, on submit, or on resubmit of the time card.
Rule Sets
Create a collection of rules or rule sets of the same type. Assign rule sets to groups of workers with similar vacation and time
processing requirements.
Defining Rule Templates: Points to Consider

Use the Manage Rule Templates task to define rule templates by attaching formulas and editing the rule parameter and
output parameter values.
Configure the following rule template options:
• Suppress duplicate message

• Reporting level
• Empty time cards
• Summation level
• Rule execution type
• Rule parameters and outputs
• Explanation
Suppress Duplicate Message

The application:
• Displays time entry rule messages when you save, submit, resubmit, or delete a time card.
• Processes time calculation rule results when you save, submit, or resubmit the time card.
On the Rule Template Definition page, specify whether to display the message just once or every time the message
generation event takes place.
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Selecting Yes in the Suppress Duplicate Message Display field prevents the same message from being displayed again
and again for the same rule violation and for different time entries.
Reporting Level
For time entry rules, specify the level at which to display the rule message results.
This table describes the reporting level options.
Reporting Level Rule Application Logic
Details Display rule results for all time entries.

Day Display rule results for hours that are entered for the
entire day.

Time Card Display rule results for hours that are entered for the
entire period..

The suppress message display option works in combination with the reporting level option.
Example: The maximum number of hours that can be reported for a week is 20 hours and a worker works for 10 hours per
day for 5 days.
Results:
• If the reporting level is time card, then the message is displayed only once
• If the reporting level is day, then the message is displayed on three successive days after reaching 20 hours.
Empty Time Cards Processing

For time entry rules, specify whether to process time cards with zero time entry values. If you select Yes, then the rule
processes all entries and not just those with hours. This zero hour processing option is only for time entry rules and not for
time calculation rules.
Summation Level
Select the summation level to specify the level at which the rule applies. This table describes the summation level options.
Summation Level Rule Application Logic
Details Process the rule against all time entries.

Day Process the rule against hours entered for the entire day.

Time Card Process the rule against hours entered for the entire
period.
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Summation Level Rule Application Logic

Rule Execution Type

For time calculation rules, use the Rule Execution Type option to decide whether the output of rules must create new hour
entries or update existing entries.
For example, Threshold Overtime Rule is a time calculation rule that compares the values entered by time card users with a
defined threshold value of 8 hours.
This table compares the two rule execution types when the user enters ten hours of time and this eight hour threshold
calculation rule applies.
Rule Execution Type Calculation Description Overtime Description
Create Keeps the 10 hours intact and The additional two hours is only
creates 2 additional hours of for the premium portion of the
Overtime. overtime.

Update Converts 10 hours of reported time This Overtime attribute has a rate
into 8 hours of Regular time and 2 for both the straight and premium
hours of Overtime. portions.

Input Parameters and Outputs

On the Rule Parameters page, specify a display name and the order in which you want to display the input parameters on the
rule definition page.
Rule outputs are return values from the associated formula. When creating time calculation rule templates, you can add
time attributes as output parameters. Use the Grouping Structure option to associate these time attributes with rule outputs
derived from the associated formula.
Explanation
On the Explanation page, describe the business purpose of the rule template using placeholders for rule parameter and
output values that are replaced with the actual values during rule definition.
Example: You can enter the business purpose of your rule template as follows: Generate overtime hours when the reported
hours exceed Max_Hours hours.
Input Parameters and Rule Outputs: Explained

A formula contains predefined combinations of input and output parameters that are values passed into and returned from
the formula.
When creating a:
• Rule template, specify a user-friendly display name and the order in which these parameters are displayed on the
rules definition page.
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• Rule, provide actual values for these input and output parameters.
Input Parameters
Rule input configuration options on the Rule Parameters page include:
• Define the display order of the input parameters on the rule page. Lower number denotes a higher priority.
• Specify an alternate name for the rule parameter name to display on the rule definition page.
• Select the parameter type that determines the values that the administrator using the template can enter for a
specific parameter.
Examples of the effects of parameter type:
• The Exclude parameter type doesn't allow the template user to enter or see any parameter values.
• The Value Set parameter requires a parameter type.
Rule Outputs
Rule output configuration option on the Rule Outputs page includes:
• Select the type of output message.
• Specify an alternate name for the output name to display on the rule definition page.
When creating time calculation rule templates, you can add time attributes and associate them with predefined rule outputs.
For example, the Weekly Time Calculation Rule template based on the formula -
WFM_THRESHOLD_TIME_CALCULATION_RULE has the following two outputs:
• OUT_MEASURE_UNDER
• OUT_MEASURE_OVER
On the Outputs page, add two time attributes as output: OUT_PAY_UNDER and OUT_PAY_OVER. Use the Grouping
Structure option to associate these two attributes with the outputs OUT_MEASURE_UNDER and OUT_MEASURE_OVER
respectively.
Time Calculation Rule Set Processing Order: Explained

The time calculation rules execute in a defined processing order in the rule set. Processing order one processes first.
The following example shows the processing order for a rule set that incorporates two other rule sets.
Rule set A definition:
Processing Order Rule Member
1 Rule 1

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2 Rule 2

Rule set B definition:
1 Rule 3

2 Rule 4

Rule set C definition:
1 Rule 5

2 Rule set B

3 Rule 6

4 Rule set A

The order of processing rules in Rule Set C is as follows:
1. Rule 5
2. Rule 3
3. Rule 4
4. Rule 6
5. Rule 1
6. Rule 2
Creating a Time Entry Rule Template: Worked Example

This example demonstrates how to create a time entry rule template that requires workers to enter a minimum number of
hours per day. The rule validates time entry on the save, submit, and resubmit time entry actions.
The following table summarizes the key decisions for this scenario.
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Decision to Consider In this Example
What is the formula name? WFM_ PERIOD_ MINIMUM_ TIME_ ENTRY_RULE

What is the rule subtype within the template type? Working time directive

Display the rule results for all time entries, for the entire Day
day, or for the entire period?

Display the message only once per page action? Yes

Include empty time cards in the rule template Yes

processing?

Creating a Time Entry Rule Template

1. In the Setup and Maintenance work area, search for Manage Rule Templates and click Go to Task.
2. Click Create.
3. In the Create rule Template dialog box, complete the fields, as shown in this table.
Field Value
Template Type Time entry rule

Formula Name WFM_ PERIOD_ MINIMUM_ TIME_ ENTRY_RULE

4. Click Continue.
5. On the Definition page, complete the fields, as shown in this table.
Field Value
Name Minimum Hours Per Day Template

Description Time entry rule template to compare time card

entries against a daily minimum value.

Rule Classification Working time directive

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Field Value
Summation Level Day

Reporting Level Day

Suppress Duplicate Messages Display Yes

Process Empty Time Card Yes

6. In the Time Card Events that Trigger Rule section, select Save, Submit, and Resubmit.
7. Click Next.
8. On the Parameters page, complete the fields for each parameter, as shown in the table.
Field DEFINED_LIMIT MESSAGE_CODE WORKED_TIME_CONDITION
Display Sequence 1 2 3

Parameter Type Fixed number Message Time category

Display Name in the Minimum number of Message displayed Time category that
Create Time Entry hours when the minimum defines the hour
Rule page hours parameter isn't entries that amount to
met work time

9. Click Next.
10. On the Outputs page, for the OUT_MSG parameter, complete the fields, as shown in the table.
Field Value
Display Sequence 1

Message Severity Error

Display Name in the Create Time Entry Rule Severity of the output message.
page
11. Click Next.

12. On the Explanation page, enter this description in the Explanation field, by selecting the input parameters from the
Message Tokens field:
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Field Value
Message Tokens Time category that defines the hour entries that
amount to work time, Minimum number of hours
before which the message is displayed, and
Message displayed when the minimum hours
parameter isn't met

Explanation When the total hours defined in the time category

{WORKED_ TIME_ CONDITION} are less than the
minimum number of hours {DEFINED_ LIMIT} then
display the message {MESSAGE_ CODE.

13. Click Next.
14. Review the information and click Save and Close.
Creating a Time Entry Rule: Worked Example

This example demonstrates how to use a rule template to create a time entry rule that requires workers to enter at least eight
hours per day. The rule validates all payroll time entries upon save, submit, or resubmit, and produces an error message if
time is insufficient.
Decision to Consider In This Example
What is the rule template name? Minimum Hours Per Day Template

What is the severity of the output message? Error

Prerequisites
1. Create a time entry rule template named Minimum Hours Per Day Template.
Creating a Time Entry Rule

1. In the Setup and Maintenance work area, search for Manage Rules and click Go to Task.
2. Click Create.
3. On the Create Rule page, complete the fields, as shown in this table.
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Field Value
Name Minimum 8 Hours Per Day

Template Type Time entry rule

Rule Template Name Minimum Hours Per Day Template

4. Click Continue.
5. On the Create Rule: Minimum Hours Per Day Rule page, enter a description, such as: Requires workers to enter at
least eight hours per day.
6. In the Time Card Events that Trigger Rule section, verify that the default values from the template match the
requirements for this rule scenario. .
7. In the Rule Parameters section, enter the parameter values, as shown in this table.
Display Name Value
Minimum number of hours 8

Message displayed when the minimum hours HWM_ FF_ TER_ PERIOD_ LS_MIN_ERR
parameter isn't met
Time category that defines the hour entries All Payroll Entries
that amount to work time
8. In the Outputs section, for the OUT_MSG output parameter, select Error in the Message Severity option.
Creating a Time Entry Rule Set: Worked Example

This example demonstrates how to create a time entry rule set that requires workers to report at least 8 hours a day, but not
more than 40 hours a week. The rule set validates all payroll entries and displays an error message when time is below the
daily minimum or above the weekly maximum.
What are the rule members of the rule set? Two rules:

• Maximum 40 Hours Per Week
• Minimum 8 Hours Per Day
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What time category determines whether the rules apply? All Payroll Entries

Prerequisite
1. Create the following rules: Maximum 40 Hours Per Week and Minimum 8 Hours Per Day
Creating a Time Entry Rule Set

1. In the Setup and Maintenance work area, search for Manage Rule Sets and click Go to Task.
2. Click Create.
3. Enter Hours Worked in the Name field.
4. Select Time entry rule as the rule type.
5. Click Continue.
6. In the Basic Information section, enter a description, such as: Maximum 40 hours per week and minimum 8 hours
per day.
Display Name Value
Description Contains rules where the worker can't work more

than 40 hours in a week and where they need to
work a minimum of 8 hours for day.

7. In the Rule Set Members section, click Add twice to add two rule members.
8. Complete the fields for the two rule members, as shown in this table.
Field Value for the First Rule Value for the Second Rule
Processing Order 1 2

Member Type Rule Rule

Name Minimum 8 Hours Per Day Maximum 40 Hours Per Week

Time Category Condition All Payroll Entries All Payroll Entries

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Creating a Time Calculation Rule Template: Worked

Example
This example demonstrates how to create a time calculation rule template that compares the reported hours with a threshold
value. The hours above and below the threshold value are converted to separate pay types
What is the template type? Time calculation rule

What is the formula name? WFM_ THRESHOLD_ TIME_ CALCULATION_ RULE

What is the rule subtype within the template type? Threshold

Should the result of rule calculation modify an existing Update an existing value
value or create a new value?

At what level the rule is applied? Day

What are the time card actions to which the rule is Save, Submit, and Resubmit
applied?

What are the rule outputs to add? PTT_UNDER, PTT_OVER

What are the formula parameters that you want to Daily overtime threshold value, Time category that
include in the message? defines the hour entries that amount to the calculated
time, Pay time type value that is below the threshold
hours, and Pay time type value that is above the
threshold hours

What is the explanation for the rule? The total hours defined in the time category {WORKED_
TIME_ CONDITION} are compared to the threshold
value {DEFINED_ LIMIT}. If the hours exceed the
threshold value, the hours under the threshold will have
a pay type of {PTT_UNDER} and the hours above the
threshold value will have the pay type of {PTT_OVER}

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The following table summarizes the key decisions for rule parameters.
Decision to Consider DEFINED_LIMIT WORKED_TIME_CONDITION
What is the parameter type for the Fixed number Time category
rule parameters?

What is the order in which the rule 1 2

parameters must be displayed
when defining rules?

What is the display name in the Daily overtime threshold value Time category that defines the
Create Time Calculation Rule? hour entries that amount to the
calculated time

The following table summarizes the key decisions for rule outputs.
What output parameters are added? PTT_UNDER and PTT_OVER

What are the output groups for these parameters? Group 1 for under the threshold and Group 2 for over
the threshold.

What is the time attribute that the output parameters are Payroll Time Type
based on?

Creating a Time Calculation Rule Template

1. In the Setup and Maintenance work area, search for Manage Rule Templates and click Go to Task.
2. Click Create.
3. Select Time calculation rule in the Template Type field.
4. Select WFM_THRESHOLD_TIME_CALCULATION_RULE in the Formula Name field.
5. Click Continue.
6. On the Definition page, complete the fields, as shown in this table.
Field Value
Name Daily Threshold Hours Template

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Field Value
Description Time calculation rule template that takes time

entries reported for a day and based on a threshold
parameter, divides the entries into calculated
results.

Rule Classification Threshold

Rule Execution Type Update

Summation Level Day

7. In the Time Card Events that Trigger Rule section, select Save.
8. Click Next.
9. On the Parameters page, complete the fields, as shown in the table.
Field DEFINED_LIMIT WORKED_TIME_CONDITION
Display Sequence 1 2

Parameter Type Fixed number Time category

Display Name Daily Overtime Threshold Value Time category that defines the
hour entries that amount to the
calculated time

10. Click Next.

11. On the Outputs page, add two rule outputs -PTT_UNDER and PTT_OVER.
12. Complete the fields, as shown in the table:
Field OUT_MEASURE_UNDER
PTT_UNDER OUT_MEASURE_OVER
PTT_OVER
Display 1 2 3 4
Sequence
Output Group Output Group: 1 Output Group: 1 Output Group: 2 Output Group: 2

Time Attribute Measure Payroll Time Measure Payroll Time

Type Type

Value Type NA Fixed Text NA Fixed Text

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Field OUT_MEASURE_UNDER
PTT_UNDER OUT_MEASURE_OVER
PTT_OVER
Display Calculated hours Pay Time Type Calculated hours Pay Time Type
Name in the that are below value that is that are above value that is
Create Time the threshold below the the threshold above the
Calculation value threshold value value threshold value
Rule
13. Click Next.
14. On the Explanation page, complete the fields, as shown in the table:
Field Value
Message Tokens Daily overtime threshold value, Time category

that defines the hour entries that amount to the
calculated time, Pay time type value that is below
the threshold hours, and Pay time type value that is
above the threshold hours

Explanation The total hours defined in the time category

{WORKED_ TIME_ CONDITION} are compared
to the threshold value {DEFINED_ LIMIT}. If the
hours exceed the threshold value, the hours
under the threshold will have a pay time type of
{PTT_UNDER} and the hours above the threshold
value will have the pay time type of {PTT_OVER }

15. Click Next.
16. Review the information and click Save and Close.
Creating a Time Calculation Rule: Worked Example

You require a time calculation rule to compare the reported hours with a threshold value. If the reported hours exceed the
threshold value, the hours under the threshold value are classified as Regular Hours and the hours above the threshold value
are classified as Overtime Hours.
What is the template name? Daily Threshold Hours Template

What are the actual values for the rule parameters • Daily overtime threshold value: 8
configured in the template?

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• Time category that defines the hour entries that
amount to the calculated time: Worked Hour Entry
What are the actual values for the output parameters? • Pay Time Type value that are below the threshold
value: Regular Hours
• Pay Time Type value that are above the threshold

value: Overtime Hours
Prerequisites
1. Create a time category named Worker Hour Entry.
2. Create a time calculation rule template named Daily Threshold Hours Template.
Creating a Time Calculation Rule

1. In the Setup and Maintenance work area, search for Manage Rules and click Go to Task.
2. Click Create.
3. On the Create Rule page, complete the fields, as shown in this table.
Field Value
Name Daily threshold 8 Hours Update TCR

Template Type Time calculation rule

Rule Template Name Daily Threshold Hours Template

4. On the Basic Definition page, enter the following description for the Rule: Rule that takes time entries reported for a
day and based on a threshold parameter, splits the entries into calculated results.
5. In the Rule Parameters section, complete the fields, as shown in the table.
Display Name Value
Threshold number of hours before overtime is 8

calculated
Time category that defines the hour entries Worked Hour Entry
that amount to the threshold value
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6. In the Outputs section, complete the fields, as shown in the table:
Output Display Name Value
Pay Time Type value that is below the Regular Hours

threshold value
Pay Time Type value that is above the Overtime Hours

threshold value
Creating a Time Calculation Rule Set: Worked Example

This example demonstrates how to create a time calculation rule set that classifies any reported time that is more than 40
hours a week or 8 hours a day as overtime.
What are the contents of the rule set? Two time calculation rules:

• Weekly threshold rule
• Daily threshold rule
Prerequisites
1. Create two time calculation rules: Weekly threshold rule and Daily threshold rule.
Creating a Time Calculation Rule Set

1. In the Setup and Maintenance work area, search for Manage Rule Sets and click Go to Task.
2. Click Create.
3. Enter Overtime Hours in the Rule Name field.
4. Select Time calculation rule as the template type.
5. Enter 6/14/13 in the Effective Start Date field.
6. Click Continue.
7. In the Basic Information section, enter a description.
8. In the Rule Set Members section, click Add twice to add two rule members.
9. Complete the fields for the two rule members, as shown in this table.
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Field Value for the First Rule Value for the Second Rule
Processing Order 1 2

Member Type Rule Rule

Name Daily threshold rule Weekly threshold rule

Analyzing Rule Processing Details: Explained

Use the Analyze Rule Processing Details task to select a worker's time card and view the formulas, rules, and rule sets
processed on that time card.
Analyze the rule and rule set processing logs to diagnose any errors. Correct the errors by navigating to the relevant Time and
Labor task. Example: If you detect errors in the processing of a rule template, use the Manage Rule Template task to search
for the required rule template and fix the error.
The following table describes specific aspects of worker's time card that you can view on the Rule Processing Details page:
Information Description
Rule Details Click the Rule Definition icon to view details of the time
entry or time calculation rule that includes the input and
output parameters.

Rule and Rule Set Processing Logs Click the Rule Processing Log and Rule Set Processing
Log icons to view the processing logs that help to
diagnose processing issues.

Formula Details Click the Formula Details icon to view details of the
formula associated to the rule templates.

FAQs
Why can't I edit some rule templates?

You can't edit templates that have been used to create rules, regardless of whether these rules are associated with a worker
time processing profile or not.
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Why can't I edit some rules?

You can't edit rules that have been used to generate time card entries, regardless of whether these rules are associated with
a worker time processing profile or not.
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Implementing Time and Labor Groups
10 Groups
Overview
Use the Manage HCM Groups task in the Setup and Maintenance work area to define groups of people with similar
characteristics. A group might have a fixed number of people or the members might be updated on a defined basis. A worker
can belong to more than one group.
This topic describes:
• Defining membership conditions
• Including or excluding individuals or other groups
• Setting embedded group priority
• Evaluating and refreshing membership
• Viewing group membership
• Locking membership
Defining Membership Conditions

Use personal and employment criteria to define conditions that must be satisfied for persons to be included in or excluded
from a group.
Some examples of personal criteria include:
• Person Type
• Date of Birth
• Full Name
Employment criteria include:
• Assignment Status
• Department Name
• Job Name
Example: To create a group called Associate Marketing Reps, which consists of hourly workers that belong to the Marketing
department, define these conditions:
Condition 1
• Evaluation Criteria: Department Name
• Operator: Equal to
• Value: Marketing
• Logical Operator: AND
Condition 2
• Evaluation Criteria: Job Name
• Operator: Equal to
• Value: Associate Marketing Rep
Including or Excluding Individuals or Other Groups

You can determine the group membership by adding individual workers and other groups with either Include or Exclude
membership statuses.
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Example: To create a larger group that includes the hourly workers in the Marketing department, add the Hourly Marketing
group with membership status equal to Include.
Setting Embedded Group Priority

When you embed groups within another group, a worker can exist in more than one group. In such a case, the priority
number assigned to the embedded groups determines the group membership. The lowest number has the highest priority.
Example: Joe Smith is a member of the following two groups that are embedded in the Marketing group, with the following
membership statuses:
Priority Group Name Status
1 Promotions Exclude

2 Advertising Include

Joe Smith would be excluded from the Marketing group because the Promotions group, his top priority embedded group, is
excluded.
Evaluating and Refreshing Membership

After defining the group, click the Refresh Group Membership button on the Manage HCM Groups page to evaluate group
membership and update the list of members. You can schedule regular refreshes using advanced options.
Viewing Group Membership

Specify a date within a range of dates to view the group membership as of that date.
Locking Membership
Select Yes in the Locked option to prevent refreshing of the group definition as of a specific date.
Example: You can lock all members of a group, senior managers, as of 12-June-2013 so that the same set of workers would
always be processed.
Locking the group membership is a permanent action and can't be reversed.
Group Membership: How It Is Evaluated

A group definition can include or exclude a person in multiple ways. The application evaluates the group definition in a specific
order to determine the final membership status of each person as of a particular date.
Settings That Affect Group Membership

The following conditions affect the group membership:
• Individual inclusion or exclusion status of the person
• Inclusion or exclusion status of a defined group of persons that is embedded in the group definition
• Priority number of each embedded group
• Eligibility for selection criteria
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How the Group Membership Is Evaluated

The Evaluate Group Membership process evaluates the membership of a group in the following order:
1. When you individually include or exclude a worker, then the associated include or exclude membership status
determines the final membership status of the worker.
2. When you include or exclude a group, then the include or exclude membership status of the group determines the
membership of all workers in that group.
3. When a worker is a member of multiple groups with different inclusion or exclusion membership statuses, the
priority numbers assigned to the groups determine membership. The group having the lowest status number takes
priority.
4. When you add evaluation criteria using attributes, relational, and logical operators, the filtered results returned by the
different conditions determine the group membership.
The following figure illustrates that individual membership status has the highest priority in determining group membership.
Embedded group status has a higher priority than eligibility criteria.
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Defining Groups: Worked Example

You want to create a group for workers who are trained to complete the end of year financial accounts. In addition to the
normal accounting workers, you train a group of borrowed workers to be part of the year end processing group.
No other borrowed workers are eligible for training and to work on year end tasks.
This example demonstrates how to create two groups, Accounting Workers and Borrowed Workers, and embed those first
two groups into the third, Year End Processing Group.
Decisions to Consider Accounting Workers Borrowed Workers Year End Processing

Group
How is the group For a date range As of run date For a date range
definition evaluated?

What is the condition Department Name Equal Not applicable Not applicable
that is used to build the to Accounting
selection criteria for the
group?

What is the group that Not applicable Not applicable Accounting Workers and
you want to include in Borrowed Workers
this group definition?

What are the members Not applicable Members to Include: Not applicable
that you want to include Tate Scott, Veronica
or exclude from this Adriano, Fen Lee,
group definition? Marsha Able, and Priya
Krishnan

Should the group Yes No Yes

membership be
refreshed?


Create three groups and embed the first two groups into the third.
1. Create two groups, one by adding selection condition and the other by including members explicitly.
2. Create the third group by including the first two groups.
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Defining a Group by Creating Group Criteria

1. In the Setup and Maintenance work area, search for Manage HCM Groups and click Go to Task.
2. Click Create.
3. On the Create Group page, complete the fields, as shown in this table.
Field Value
Name Accounting Workers

Description Only workers who work for the accounting

department.

Evaluation Period For a date range. Number of Days Before

Evaluation Date: 30 and Number of Days

4. In the Evaluation Criteria region, click Create.

5. In the Evaluation Criteria dialog box, select the fields for the criteria, as shown in this table.
Field Criteria
Attribute Department Name

Operator Equal to

Value Accounting

6. In the Evaluation Criteria dialog box, click Save and Close.

7. On the Create Group page, click Save and Close.
8. On the Manage Groups page, click Refresh Group Membership.
9. On the Refresh Group Membership page, select Accounting Worker in the Group name choice list.
10. Select the Evaluation Date as the current date.
11. Select Submit.
Defining a Group by Including Members Explicitly

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Field Value
Name Borrowed Workers

Description Workers who support accounting workers.

2. In the Include or Exclude Members section, click Add Members to Include.
3. Select Support Analyst in the Job option and click Search.
4. Select the members Tate Scott, Veronica Adriano, Fen Lee, Marsha Able, and Priya Krishnan. Click OK. The
members are added with the include status.
6. On the Manage Groups page, click Refresh Group Membership .
7. On the Refresh Group Membership page, select Borrowed Workers in the Group name choice list.
8. Select the Evaluation Date as the current date.
9. Select Submit.
10. In the Search Results region, select the Borrowed Workers group and select edit from the Actions menu.
11. Select Yes in the Locked choice list.
Defining a Group by Embedding a Group

Field Value
Name Year End Processing

Description Contains workers who would work on the year end

financials.

Locked No

Evaluation Period For a date range. Number of Days Before

Evaluation Date: 30 Number of Days After
Evaluation Date: 30

2. In the Include or Exclude Groups section, click Add twice.
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3. Complete the fields, as shown in this table.
Field Value 1 Value 2
Priority 1 2

Name Accounting Workers Borrowed Workers

Condition Include Include

5. On the Manage Groups page, click Refresh Group Membership.
6. On the Refresh Group Membership, select Year End Processing in the Group name choice list.
7. Select Evaluation Date as the current date.
8. Select No in Remove Future-Dated Group Members choice list.
9. Select Submit.
FAQ
Why can't I edit some groups?

You can't edit predefined groups and groups that are associated with a worker time entry profile.
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Implementing Time and Labor Setup Profiles
11 Setup Profiles
Overview
Setup profiles associate workers with a set of configurable time card layouts and rules for time entry and time processing.
Assign profiles either to an individual worker or a group of workers
Use the Define Time and Labor Setup Profiles task list to configure and assign time entry profiles and time processing profiles.
This topic discusses the following aspects of setup profiles:
• Types of setup profiles

• Group Assignment
• Profile Priority
• Default Profile
Types of Setup Profile

Time entry profiles and time processing profiles help you assign the correct layouts and validations to diverse sets of workers,
such as:
• Workers who report only exceptions to the normal work schedule
• Workers who report time against projects and tasks
The following table shows how two profile type assignments help you vary the time reporting experience for diverse groups:
Profile Type Profile Contents
Worker time entry profile • Layouts for reporting time

• Rules for time card actions that control when
workers can enter, update, and delete their time
Worker time processing profile • The time card period

• Time entry and time calculation rule sets
• Consumer set, validation, approval, and transfer

processing
Group Assignment
Use start and end dates to manage the assignment of a profile to groups.
You can assign a single profile to more than one group of workers at a time. Example: Assign the USA_Workers time entry
profile to:
• Full_Time_USAWorkers group
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• Part_Time_USAWorkers group
However, you can't associate a single group with more than one profile of the same type at any given time. Example: The
Full_Time_USAWorkers group can't have both the USA_Workers time entry profile and UK_Workers time entry profile
assigned to it.
Priority
Assign each setup profile a unique priority number with reference to other profiles of the same profile type. The priority
number determines the profile used to create the time card if a worker is eligible for more than one profile.
Number one is the highest priority. Example: A single worker is a member of two groups:
• Group A: Time entry profile priority = 5
• Group B: Time entry profile priority = 3
The time entry profile with priority 3 is used for that worker.
Default Profile
By default, all workers in an organization are members of a delivered group that has a profile assigned to it. A worker who
isn't eligible for any setup profile through either individual or group assignment is assigned the default profile.
Configuring Time Card Access Settings: Procedure

Use the Manage Worker Time Entry Profile task to specify the layout set and configure when workers can create, view, edit,
and delete time cards.
To configure time card access, on the Profile Values page:
1. Select the date on which the access settings become effective.
2. For each time entry action, enable the time card statuses in which users can access the time card to perform that
action.
3. You can enter the number of days into the past or future that a worker can take the action in each enabled status.
Workers can edit the entire time card that includes that day in the past or future and all time cards between that
date and the current date.
If you don't enter the number of days, then the time card user has unlimited access to perform the action on the
time card in the enabled status.
Example: Enable workers to change any entered, saved, or submitted time cards up to five days before the current
date. If that day falls in a prior time card period, then workers can edit both the current and previous time cards.
Worker Profile: How It Is Derived

Through group membership, a worker can be eligible for multiple time entry and time processing profiles. However, the
application derives only one profile of each type for each worker.
These setup profiles determine the following:
• Time Card period
• Rules
• Time Card access privilege
• Layouts
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Settings that Affect Profile Assignment

Profile assignment settings resolve to a final profile assignment through the priority sequence shown in the following table.
Setting Processing Description
Individual Assignment Individual assignment of a worker to a setup profile

takes highest priority and overrides any group profile
assignment.

Group Assignment When multiple group memberships make the worker

eligible for more than one profile of the same type, the
profile with the lowest priority number is used.

Default Group Assignment Catches workers who don't have any individual or group
profile assignments. Ensures that all workers have a
profile and can report time.

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How the Worker Profile is Derived

The following figure shows resolving a worker's profile assignment through the priority sequence.
Troubleshooting Time Card Profile Assignment: Explained

When the time card layout or processing rules aren't as expected for a worker or group, use the Manage Setup Profiles task
to investigate and correct the profile assignment.
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Comparing Profiles
Compare a worker's setup profile values from both individual and group assignments. Use the comparison to decide if the
worker must be assigned a new profile that overrides any profile associations based on group memberships.
To compare profiles, click the Troubleshoot button:
1. Select a worker.
2. Specify the profile evaluation date.
3. Click Evaluate to list the setup profiles that are assigned to the worker effective on that date.
4. Select up to three of the worker's setup profiles and view the various time entry values for those profiles.
Overriding Group Profile

If a worker's group membership results in incorrect time card or processing, you can use the Assign Profile to Person option
to individually assign a profile to the worker.
This individual profile assignment overrides all profile associations based on group memberships.
Disassociating a Profile Assigned to an Individual

Disassociate a profile that is assigned to a person using the Delete Override option.
In such a case,
• If there are multiple setup profiles that have been individually assigned to a person, then the individual profile with the
lowest priority number takes priority.
Example: You assign the worker to profiles A and B and profile A has a higher priority than B. Based on a worker's
change in job responsibility, profile A is no longer accurate for the worker. To disassociate profile A, click the Delete
Override option. The application automatically assigns profile B to the worker.
• If there are no other individual setup profile assignments, then the group profile with lowest priority number takes
priority.
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Implementing Time and Labor Time Card Approval
12 Time Card Approval
Overview
The Manage Time and Labor business process includes delivered approval workflow tasks that route payroll-related time
entries or project-related time entries to the appropriate approvers. Typically, you route payroll-related time to the line
manager and project-related time to a project manager. You can customize these tasks to meet your business needs.
Important aspects of time card approval flow include:
• Approval groups
• Approval tasks and rules
• Approval flow
Approval Periods
Use the Manage Repeating Time Periods task to define approval periods, for each time consumer. The approval period is the
same as the time card period. When the approval period is met, the time card is ready to be routed for approval.
Approval Groups
Approval groups are defined lists of approvers used to define the approval routing within the approval rules of the approval
task. Configure approval groups using the BPM worklist.
Time Card Approval Tasks and Rules

Approval tasks define event-driven configurations and approval rules define configurations that determine the routing.
To view and modify the Time Card approval tasks and rules, do one of the following:
• Use the BPM worklist application.

• Search for the Define Approval Management for Human Capital Management task list and use the Manage Approval
Rules and Notifications for Human Capital Management task.
This table lists the predefined approval tasks and task rules for payroll and project costing time entry approvals:
Delivered Approval Task and Task and Rule Description Additional Routing
Rule
Time Card Approval Routes payroll time entries that Time entries less than 40 hours are
contain payroll time types to the approved automatically
line manager if the total hours for a
time card exceed 40 hours.

Project Time Card Approval Routes time entries that contain If the project manager can't be
a reported project, task, and found or derived, then routes the
expenditure type to the appropriate time entries to the worker's line
project manager. manager.

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Approval Flow
These points summarize the normal approval flow:
• A time card is approved when all approvers approve the time card.
• A time card is rejected when any of the approvers reject the time card.
• The worker receives notification when the time card has been approved or rejected.
You can define approval rules to override this normal approval flow.
Use the Manage Worker Time Entry Profiles task to control when the worker can update the time card during the approval
process. This task is available in the Setup and Maintenance work area.
Defining Approvals for Human Capital Management:

Explained
Oracle Fusion Human Capital Management provides two ways of managing approval policies. This topic introduces each
method.
Managing Approval Rules for Human Capital Management

Manage Approval Rules for Human Capital Management is a simplified, easy-to-use interface for configuring approval policies
for many HCM tasks, including the following:
• Hire an employee
• Promote
• Transfer
• Terminate
Using this graphical interface, you select approvers for a task, arrange approvers in the required sequence, define approval
rules for each approver, and configure conditions for each rule. You access the Manage Approval Rules interface through the
Manage Approval Transactions page.
Managing Task Configurations for Human Capital Management

Manage Task Configurations for Human Capital Management navigates to Oracle BPM Worklist.
You can use BPM Worklist to review and configure approval policies for any HCM task; however, you are recommended to
configure approval policies for the majority of HCM tasks, including the Hire an Employee, Promote, Transfer, and Terminate
tasks using the Manage Approval Rules for Human Capital Management interface.
You also use BPM Worklist to configure some details for all approval tasks, including Hire an Employee, Promote, Transfer,
and Terminate. These details include:
• When to issue approval notifications

• Who can access task contents
• Actions available to approvers
• What to do when errors occur during approval routing
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• When tasks expire or should be escalated
• Whether approvers can add other approvers
Managing HCM Approval Transactions: Explained

Use the Manage Approval Transactions interface for searching approval transactions and launching the Manage Approval
Rules interface. You can select the approval process to configure the approval rules defined for that approval flow. For
example, you can search for the Hire an Employee process, select the Configure Rules option and edit the approval rules
in the Manage Approval Rules interface. The Manage Approval Transactions interface also provides you with information on
whether a process has failed and how many instances of the process have failed.
Failed Processes
Use the Manage Approval Transactions interface to search for approval processes that have failed. For example, you
can search for a Create Grade transaction that is stuck in the system, and therefore a failed transaction. You can find the
transaction and either withdraw or recover it. If you withdraw the transaction, then the process is cancelled and you can begin
the create grade flow again. If you recover the process, then you fix the issues using the details from the Manage Approval
Transactions page before resubmitting the approval.
The Manager Hierarchy: How It Is Maintained

In many situations, a person's manager hierarchy must be readily available. For example, a person's line managers may
need to be identified during an approval process, and business intelligence reports often retrieve data based on a manager
hierarchy.
How the Manager Hierarchy Is Maintained

A person's manager hierarchy could be derived from live data tables, but the impact of that approach on performance is
unpredictable. Therefore, the complete manager hierarchy for each person is extracted from live data tables and stored in
a separate manager hierarchy table, known as the denormalized manager hierarchy; it ensures that a person's manager
hierarchy is both easily accessible and up to date.
The Refresh Manager Hierarchy process populates the denormalized manager hierarchy table when person records are
migrated from other applications. Otherwise, whenever a change is made to a person's manager hierarchy, the change is
reflected automatically in the denormalized manager hierarchy table. However, by running the Refresh Manager Hierarchy
process in addition to these automatic individual updates, you can ensure that the denormalized manager hierarchy is as
accurate as possible. Refresh Manager Hierarchy processes all types of manager hierarchies.
The Refresh Manager Hierarchy process has no default schedule; however, you can run the process occasionally to perform
a complete refresh of the denormalized manager hierarchy. Alternatively, you can specify a schedule to run the process at
regular intervals. To run the Refresh Manager Hierarchy process, you must have the human resource specialist job role.
Approval Management Configuration Options for Oracle

Fusion Human Capital Management: Explained
Approval Management has the following default configuration options for all applications in the Oracle Fusion Human Capital
Management family.
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Configuration Option Default Value Effect of Default Value
Ad hoc insertion of approvers True Ad hoc insertion of approvers in the

approval list is allowed. Users who
add approvers may also modify
or remove the approvers that they
add.

Allow delegate True Approvers can delegate their

approval responsibilities to other
users. One approver replaces
another, but the approver list is
otherwise unaltered.

Allow pushback True An approver can push the

transaction back to the previous
approver, who thereby has a
second opportunity to review the
transaction.

Allow reassign True Any approver can reassign the

approval to a different approver.
The approval list is recalculated
based on the new approver.

Allow request information True Approvers can request more

information from another approver
or the person who submitted the
transaction.

Allow self-approval False The person who submits the

transaction cannot approve it.

Allow withdraw True The requester or an administrator

can withdraw a transaction
while the approval process is
incomplete. Approvers who have
already approved are notified of
the withdrawal. The transaction
is removed from the worklists
of approvers who have not yet
approved.

On error notify Human Resources Application A Human Resources Application

Administrator Administrator is notified
automatically when an error occurs.

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Configuration Option Default Value Effect of Default Value
Period before task expires None Approval tasks do not expire.

Period before task escalates None Approval tasks are not escalated to
other approvers.

Escalated approver None Approval tasks are not escalated to

other approvers.

Repeated approver frequency Once per approval An approver receives one

notification per transaction, even
when the approver appears
multiple times in the approver list.

Re-evaluate approver list True The approver list is regenerated

after every response.

Rejection outcome Stop all When an approver rejects a

transaction, the approval process
stops and the transaction is
canceled.

Managing HCM Approval Rules: Explained

Use the Manage Approval Transactions interface for searching transactions and launching the approval rules interface. Use
the Manage Approval Rules interface for configuring approval policies for some Oracle Fusion Human Capital Management
(HCM) tasks, such as Hire an Employee. This interface works in conjunction with Oracle BPM Worklist, but enables users to
identify approvers and configure approval rules easily for some frequently performed HCM tasks.
Configuring Approval Policies

On the Manage Approval Rules page for a selected task, you configure the approval policy by arranging approvers in the
required order, defining approval rules for each approver, and submitting the approval policy.
The approval policy takes effect immediately and supersedes the current approval policy for the selected task; however, in-
progress approvals complete as expected and do not switch to the new policy.
Approvers
The Manage Approval Rules interface supports the following types of approvers:
• Management hierarchy
• Users
• Approval groups, which you define in BPM Worklist
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• Position hierarchy
• Representatives, who are workers to whom responsibilities, such as benefits representative, are assigned
• Application role
• Job-level based line manager hierarchy
• Self auto approve
Position hierarchies and representatives are supported by the Manage Approval Rules interface only; they are not supported
by BPM Worklist.
Supported HCM Tasks

You can use the Manage Approval Rules interface to configure approval policies for many tasks, including, but not limited to,
the following HCM tasks:
• Hire an Employee
• Promote
• Transfer
• Terminate
By default, these HCM tasks are approved by two levels of the line-manager hierarchy.
When to Use Oracle BPM Worklist

You use BPM Worklist to configure notifications, including when notifications are issued, and process details, such as
expiration and escalation policies. For any HCM tasks that are not available in the Manage Approval Transactions interface,
you can use BPM Worklist to configure all aspects of approvals.
To use BPM Worklist, perform the task Manage Task Configurations for Human Capital Management.
Approver Types: Explained

You can include any number of approvers of various types in your approval sequence by dragging and dropping them into
the approval flow. This topic explains each of the approver types.
Managers
You can include the following predefined types of managers in your approval sequence:
• Line manager
• Resource manager
• Project manager
• Regional manager
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If your enterprise defines additional types of managers, then they appear automatically in the Approvers section of the
Manage Approval Rules page; You can include them in the approval sequence.
Approval Groups
You create approval groups using the BPM Worklist. When defining your approval sequence, you can enter the names of one
or more existing approval groups.
Application Roles
You can use any of the existing duty roles to include in your approval sequence. You can't drag and drop an application role
into the approval flow. If your enterprise defines duty roles for security purposes, then you can enter the duty role to include
them in the approval sequence. Users with job or data roles that inherit the duty role become transaction approvers.
Users
You can include one or more Oracle Fusion Applications users in the approval sequence.
Responsibility Holders
You can include holders of the following predefined responsibilities in your approval sequence:
• Human Resources Representative
• Benefits Representative
• Union Representative
• Payroll Representative
If your enterprise defines additional responsibility types, then they appear automatically in the Approvers section of the
Manage Approval Rules page; You can include them in the approval sequence.
Human Resource (HR) Specialists assign responsibilities to workers using the Manage Areas of Responsibility task. A worker
becomes an approver for a transaction if he or she has that responsibility for the transaction subject. For example, if you
specify the Benefits Representative as an approver for a promotion, then the Benefits Representative of the worker who is
being promoted is invited to approve the promotion.
Note
If you use a responsibility holder, then ensure that responsibility holders are already defined in the application. For
example, if you include a HR representative as an approver for an employee process, then all employees must
have HR representatives assigned to them.
Job Level
You can include a job level in your approval sequence.
Job level routings are based on the manager hierarchy defined in Oracle Fusion Human Capital Management. The approval
list is generated based on the starting level specified in a rule and continues until an approver with a sufficient job level is
found. The approval flow uses the job level defined in the Manage Jobs interface.
Positions
If you include a position hierarchy in your approval sequence, then position holders are invited to approve the transaction. For
positions with more than one position holder, the transaction is approved by the first position holder to approve.
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HCM Approval Rules: Explained

Using the Manage Approval Transactions for Human Capital Management task, you can specify one or more approval rules
for each approver type. To create more than one approval rule, you either add a rule or duplicate a selected rule and edit it as
appropriate. When you create multiple approval rules for an approver, they are evaluated individually in an undefined order.
Approval rules comprise one or more IF statements and one THEN statement.
IF Statements
IF statements are tests that determine when an approval rule takes effect. For example, you could specify that an approval
rule for a promotion takes effect when the worker's department is Sales or the worker's job is Area Manager. The values in
the IF statement are those belonging to the worker's proposed assignment.
You can specify multiple IF statements. If you join multiple statements with and operators, then all statements must be true
before the approval rule takes effect. If you join multiple statements with or operators, then only one of the statements must
be true before the approval rule takes effect.
THEN Statements
THEN statements determine:
• How individual approvers of the specified type are identified
• Any actions that approvers are expected to take
The following table summarizes the approval actions.
Approval Action Description
Approval required Notifications are issued to the identified approvers and

their response is required.

Automatic approval No notifications are issued to the identified approvers.

The transaction is either approved or rejected
automatically, and the approvers are recorded as having
approved or rejected the transaction. The value of the
Set Outcome To attribute for manager hierarchies
determines whether the transaction is approved or
rejected.
FYI only Notifications are issued to the identified approvers, but

no response is expected.

No approval required No notifications are issued and no approval is recorded

for the transaction.

How individual approvers are identified depends on the approver type. For example, if the selected approver type is a project
manager hierarchy, the THEN statement determines:
• How the project manager hierarchy itself is identified
• How the first approver in the manager hierarchy is selected
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• How many levels of the manager hierarchy above the first approver are included
Available attributes and default values, if any, vary with the approver type.
Manager Approval-Rule Attributes

When you define approval policies using the Manage Approval Transactions for Human Capital Management task, you can
create one or more approval rules for manager hierarchies of predefined and locally defined types. This topic describes the
values that you can specify in the THEN statements of approval rules for manager hierarchies.
Attributes
The following table summarizes the attributes of the manager-hierarchy approval rules and their default values.
Attribute Name Description Values Default Value
Initial Approver • Identifies both • Requester's first- Requester's first-level

the first approver level manager manager
and the manager
hierarchy. By • User
default, approval
requests are sent
to the requester's
first-level manager,
and the manager
hierarchy is the one
associated with the
requester's primary
assignment.
The requester
is the worker
who submits the
transaction.
• If you select a
user as the initial
approver, then
the manager
hierarchy is the one
associated with
that user's primary
assignment. For
example, when
promoting one of
your direct reports
you could select
as initial approver
a human resource
(HR) specialist who
is outside your
manager hierarchy;
approval requests
from this rule
would be directed
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to the manager
hierarchy of the HR
specialist's primary
assignment.
• If you select a
user who is not a
manager, then the
rule fails.
Number of Levels • Controls how far 1 or higher • 2, for line-manager

up the selected hierarchies
manager hierarchy
approval requests • 1, for other types
are sent. The first of manager
level is based on hierarchies
both the Initial
Approver and the
Initial Approvers
to Skip values.
For example, if you
set Number of
Levels to 3 and
Initial Approvers
to Skip to 2 when
the initial approver
is the requester's
first-level manager,
then approval
requests are sent
to levels 3, 4, and
5 of the manager
hierarchy.
• Approval routing
stops when either
the number of
levels or the
topmost approver
is reached,
whichever occurs
first.
Topmost Approver • Specifies an • Requester's first- • Requester's

approver above level manager second-level
whom approvals manager, for
are not routed. • Requester's line-manager
second-level hierarchies
• Approval routing manager
stops when either • Requester's first-
the number of • User level manager,
levels or the for other types
topmost approver
97

is reached, of manager
whichever occurs hierarchies
first.
For the topmost-

approver value, you can
select:
• A different manager
(first-level or
second-level, as
appropriate).
• A user who is a
manager from the
same manager
hierarchy as the
initial approver.
If you select a
user who is not
a manager or is
from a different
manager hierarchy
from the initial
approver, then the
topmost approver
is not found. In this
case, routing of
approvals stops
when the number-
of-levels value is
reached.
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Initial Approvers to Skip Allows you to start the 0, 1, 2 0

approval process at a
level above the initial
approver in the manager
hierarchy. For example,
if the initial approver is
the requester's first-level
manager and you set
Initial Participants to
Skip to 2, then the first
approval request is sent
to the requester's third-
level manager.
Set Outcome To Specifies the outcome • Approve Approve

for automatic approvals.
If you set this value • Reject
to Approve, then all
identified approvers
are recorded as
having approved the
transaction, even
though the approval
is automatic. Similarly,
if you set this value to
Reject, then all identified
approvers are recorded
as having rejected the
transaction.
Position-Hierarchy Approval-Rule Attributes

When you define approval policies using the Manage Approval Rules interface, you can create one or more approval rules for
a specified position hierarchy.
The following table summarizes the attributes of the position-hierarchy approval rules and their default values.
Attribute Name Values Default Value
Number of Levels Minimum and maximum values At most 1 relative to initial approver
relative to:
Al least 1 relative to initial approver
• Initial approver
• Requester
Absolute minimum and maximum

values
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Attribute Name Values Default Value
Position Hierarchy All position hierarchies in the None

enterprise

Initial Approver All positions in the selected position None

hierarchy

Topmost Approver All positions in the selected position None

hierarchy

Approval-Rule Attributes for Position Hierarchies

Number of Levels
The number of job levels. Approvals are routed to approvers between the initial and topmost approvers in the position
hierarchy based on this value.
You can specify the job levels as absolute values (for example, a minimum of 2 and a maximum of 4). Alternatively, you
can specify the values relative to either the initial approver or the requester. The requester is the person who submits the
transaction.
Approval routing stops when either the number of job levels or the topmost approver is reached, whichever is sooner.
Position Hierarchy
The name of the position hierarchy. Select from all position hierarchies in the enterprise.
Initial Approver
The position of the first approver.
The approval notification is sent to all workers who have the position, and the transaction is approved by the first worker to
approve.
Topmost Approver
The position of the topmost approver.
The approval notification is sent to all workers who have the position, and the transaction is approved by the first worker to
approve.
Approval routing stops when either the number of levels or the topmost approver is reached, whichever is sooner.
Defining an HCM Approval Policy: Worked Example

This example shows how to define an approval policy for employee hires in the Sales department using the Manage Approval
Transactions for Human Capital Management task.
100
The following table summarizes key decisions for this scenario.
Decisions to Consider This Example
Who will approve employee hire requests? • Managers in the Sales department.

• The human resources representative of any new
hire doesn't need to approve but is informed of the
hire after the relevant manager has approved.
Which approval actions must approvers take? • Managers must approve the hire.

• The human resources representative receives an
approval notification for all hires, but no response
is needed.
Can the required level of management approval vary? The required level of approval varies with the grade of
the new hire.
The requester's:
• First-level manager approves the trainee grades 1

through 3
• Second-level manager approves the professional

grades 4 through 6
• Third-level manager approves the senior grades 7

and above

To define the approval policy in this example, you:
1. Navigate to the Manage Approval Rules: Hire an Employee page.

2. Assemble the approval sequence.
3. Define the approval rule for trainee grades.
4. Define the approval rule for professional grades.
5. Define the approval rule for senior grades.
6. Define the approval rule for all grades.
Navigating to the Manage Approval Rules: Hire an Employee Page

1. On the All Tasks tab of the Overview page of the Setup and Maintenance work area, search for the task Manage
Approval Transactions for Human Capital Management.
101
2. In the Search Results region, click Go to Task.
3. On the Manage Approval Transactions page, enter the search term Hire in the Name field.
4. Click Search.
5. In the Search Results region, select the Configure Rules option for the task name Hire an Employee.
Assembling the Approval Sequence

1. On the Manage Approval Rules: Hire an Employee page, confirm that an entry for Line Manager appears in the
Approval Sequence region.
2. In the Approvers region, click the Add icon on the Human Resources Representative entry to add it to the right of
the Line Manager entry in the Approval Sequence region.
Defining the Approval Rule for Trainee Grades

1. In the Approval Sequence region, select the Line Manager entry.
2. Click the Edit icon to edit the rule settings.
3. In the Name field of the Edit Rule Settings window, enter the rule name SalesHiresTraineeGrades. (The name
can't contain spaces.)
4. In the IF statement for the SalesHiresTraineeGrades rule, click the Add icon to the right of the first condition to
create an additional condition.
5. Complete the fields of the two condition statements as shown in this table.
Attribute Name Operator Attribute Value And or Or
Department == Sales and

Grade <= 3

6. In the THEN statement for the SalesHiresTraineeGrades rule, complete the fields as shown in this table.
Field Value
Action Approval required

Initial Approver Requester's first-level manager

Number of Levels 1

102
Field Value
Topmost Approver Requester's first-level manager

Initial Approvers to Skip 0

Defining the Approval Rule for Professional Grades

1. Click Add Rule.
2. Click the Edit icon to edit the rule settings.
3. In the Name field of the Edit Rule Settings window, enter the rule name SalesHiresProfessionalGrades.
4. In the IF statement for the SalesHiresProfessionalGrades rule, click the Add icon to the right of the first condition
twice to create two additional conditions.
5. Complete the fields of the three condition statements as shown in this table.

Grade > 3 and

Grade <= 6

6. In the THEN statement for the SalesHiresProfessionalGrades rule, complete the fields as shown in this table.
Field Value


Number of Levels 1

Topmost Approver Requester's second-level manager


103
Defining the Approval Rule for Senior Grades

1. Click Add Rule.
2. In the Rules region for the new rule, click the Edit icon to edit the rule settings.
3. In the Name field of the Edit Rule Settings window, enter the rule name SalesHiresSeniorGrades.
4. In the IF statement for the SalesHiresSeniorGrades rule, click the Add icon to the right of the first condition to create
an additional condition.
5. Complete the fields of the two condition statements as shown in this table.

Grade > 6

6. In the THEN statement of the SalesHiresSeniorGrades rule, complete the fields as shown in this table.
Field Value


Number of Levels 1

Topmost Approver Requester's first-level manager or Requester's

second-level manager


Note
The value of the Topmost Approver attribute has no effect on this rule because the first-level and
second-level managers are below the initial approver identified by the rule (the requester's third-level
manager). To identify a manager above the requester's third-level manager, you would specify a named
user from the same manager hierarchy (for example, the organization's CEO) as the topmost approver.
104
Defining the Approval Rule for All Grades

1. In the Approval Sequence region, select the Human Resources Representative entry.
2. In the Rules region for the new rule, click the Edit icon to edit the rule settings.
3. In the Name field of the Edit Rule Settings window, enter the rule name SalesHiresAll Grades.
4. In the IF statement for the SalesHiresAllGrades rule, complete the fields of the condition statement as shown in this
table.
Attribute Name Operator Attribute Value
Department == Sales

5. In the THEN statement of the SalesHiresAllGrades rule, complete the fields as shown in this table.
Field Value
Action FYI only

User Worker's representative

6. Click Submit.
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Oracle Global Human Resources Cloud Glossary
Glossary
accrual term
Period of time, often one year, for which accruals are calculated.
assignment
A set of information, including job, position, pay, compensation, managers, working hours, and work location, that defines a
worker's or nonworker's role in a legal employer.
ceiling step
Highest step within a grade that a worker may progress to.
date-effective object
An object with a change history. Professional users can retrieve the object as of a current, past, or future date.
effective as-of date

A date used for filtering search results for date-effective objects. For objects that match the search criteria, the search results
include the physical record in effect on the specified date.
effective end date

For a date-effective object, the end date of a physical record in the object's history. A physical record is available to
transactions between its effective start and end dates.
effective start date

For a date-effective object, the start date of a physical record in the object's history. A physical record is available to
transactions between its effective start and end dates.
element
Component in the calculation of a person's pay. An element may represent a compensation or benefit type, such as salary,
wages, stock purchase plans, pension contributions, and medical insurance.
element classification
Provides various element controls, such as the processing order, balances feeds, costing, and taxation. Oracle predefines
primary element classifications and some secondary classifications. You can create other secondary classifications.
106
enterprise
An organization with one or more legal entities under common control.
grade
A component of the employment model that defines the level of compensation for a worker.
grade rate
Used to define pay values for grades in a legislative data group.
job
A generic role that is independent of any single department or location. For example, the jobs Manager and Consultant can
occur in many departments.
logical record
One or more physical records that constitute a date-effective object.
offering
A comprehensive grouping of business functions, such as Sales or Product Management, that is delivered as a unit to
support one or more business processes.
payroll relationship
Defines an association between a person and a payroll statutory unit based on payroll calculation and reporting requirements.
personal payment method

Method of payment to a person for a particular payroll. When an administrator assigns a person to a new payroll, payments
are made using the default organization payment method for the new payroll until a personal payment method exists.
physical record
A single record, with effective start and end dates, in the history of a date-effective object. Each physical record is a row in a
database table.
position
A specific occurrence of one job that is fixed within one department. It is also often restricted to one location. For example,
the position Finance Manager is an instance of the job Manager in the Finance Department.
rule template
A predefined combination of rule parameters, rule output, and messages that are used with a formula to create rules.
time attribute
A quality that describes and categorizes reported time according to the attribute value selected. For example, the Payroll
Time Type attribute categorizes time for payroll consumers according to attribute values, such as Regular, Overtime, and
Vacation.
107
time card field

Container for one or more time attributes with valid values and property specifications for displaying the attributes on the time
card.
time category
A classification of time entries of the same type such as worked time or vacation time that can be referenced in rules, time
summaries, and analytics.
time consumer set

A set of applications that use reported time for different processing requirements. A consumer set might include a payroll time
consumer and a project costing time consumer.
work relationship
An association between a person and a legal employer, where the worker type determines whether the relationship is a
nonworker, contingent worker, or employee work relationship.
worker time entry profile

A collection of layout specifications that determine the appearance of the time card and rules that control when workers can
take action on their time card.
worker time processing profile

A collection of the time card period and the time entry and time calculation rule sets for both the worker and the time
consumer.
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This guide also applies to on-premise

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2 Time and Labor Integrations 5

4 Repeating Time Periods 23

5 Time Card Fields 27

8 Time Consumer Sets 53

12 Time Card Approval 88

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Implementing Time and Labor: Overview

• Lists of setup tasks

Time and Labor Task Lists

• Define Time Entry Configuration

Define Time Entry Configuration

• TCR for time calculation rule classification, such as

• TER for time entry rule classification, such as

• Time categories for validations

Define Time Rules

Define Time and Labor Setup Profiles

2 Time and Labor Integrations

Using Time and Labor with Absence Management: Points

• Prerequisite absence setup

• Absence entry configuration

• Auto population of absence

• Absence validation configuration

Prerequisite Absence Setup

• Enable the absence type for time card entry.

Absence Entry Configuration

Time Card Field Options Time Card Field Description Task

• Workers with time-based schedule enter absence in the time card.

Auto Population of Absence

Absence Validation Configuration

Time Card Button Automatic Validation Description

Next Yes When the worker user clicks Next,

• Validates absence, payroll,

Time Card Button Automatic Validation Description

• Applies time calculation rules

• Generates calculated time

Save No Using the Manage Time

Submit Yes Clicking the Submit button on the

• Processes the hours to update accrual balances.

Using Time and Labor with Payroll: Points to Consider

• Prerequisite payroll setup

• Time attributes setup

• Time entry configuration

Prerequisite Payroll Setup

Time Attributes Setup

Time Entry Configuration

Time Period Considerations

Payroll Validation Configuration

Time Card Button Automatic Validation Description

Next Yes When the worker clicks Next, the

• Validates absence, payroll,