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Implementation Guide | PUBLIC

Document Version: 2H 2020 – 2020-10-09

Implementing Employee Central Time Sheet


(Redirection Link)
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THE BEST RUN


Content

1 Finding the Right Employee Central Time Management Guide. . . . . . . . . . . . . . . . . . . . . . . . . . 9

2 Implementation of Time Recording in SAP SuccessFactors. . . . . . . . . . . . . . . . . . . . . . . . . . . .10


2.1 Basic Setup of Time Recording. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Activating Time Sheet. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Defining the First Day of the Week. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Configuring Time Sheet Workflows. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Integrating Time Sheet with Employee Central Payroll. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Time Profiles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
User Management in Time Recording. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Configuration Options in Time Recording. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
2.2 Clock Time Recording. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Defining Break Time Types (Clock Time-Based Recording Only). . . . . . . . . . . . . . . . . . . . . . . . . 38
Setting Up Time Valuations for Clock Times. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Setting Up Time Valuations for the Deduction of Break Times. . . . . . . . . . . . . . . . . . . . . . . . . . 42
Setting Up Dynamic Breaks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Defining Scheduled Unpaid Breaks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Overview of Clock Time Collisions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Creating a Work Schedule. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .46
2.3 Duration Recording. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Defining Attendance Time Types. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Setting Up Duration-Based Time Valuations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Overview of Duration Collisions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
2.4 Time Collectors. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51
Setting Up Time Collectors. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Setting Up Time Valuations for Time Collectors. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
2.5 Importing External Time Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
2.6 Premium Working Time. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Defining Allowance Types. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Defining On-Call Time Types. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Setting Up Time Valuations for Premium Pay. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
2.7 Defining Time Type Groups. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
2.8 Time Valuations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Valuation Types. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Creating Time Valuations That Raise Error Messages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Setting Up Time Valuations That Prevent Time Recording. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Configuring the Sequence of Time Valuation Results. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

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2 PUBLIC Content
2.9 Time Accounts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Working Time Account. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Time Off in Lieu. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
2.10 Flextime Bandwidth. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
Defining Flextime Bandwidth in a Work Schedule. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Creating a Time Type Group for Flextime Bandwidth. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Setting Up Time Valuations for Flextime Bandwidth. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Permission of Time Recording Outside the Flextime Bandwidth. . . . . . . . . . . . . . . . . . . . . . . . . 81
2.11 Creating Custom Fields for Time Sheet. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
2.12 Single Record Approval. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
2.13 Troubleshooting: Known Issues in Time Sheet. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
Avoiding Time Off Custom Field Issues. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .87
Avoiding Issues Caused by Time Off Rule Checks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
Avoiding Issues when Changing the To Do Category. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
Avoiding Issues when Moving the Rehire Date. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .88
Avoiding Issues Caused by Unchanged Time Sheets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
2.14 Appendix: Time Recording Profile Examples. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Business Requirements for Base Pay and Overtime Premiums. . . . . . . . . . . . . . . . . . . . . . . . . .90
Time Recording Profile For "Duration" Time Recording Variant. . . . . . . . . . . . . . . . . . . . . . . . . . 90
Time Recording Profile For "Clock Times" Time Recording Variant. . . . . . . . . . . . . . . . . . . . . . . 97

3 Implementing Employee Central Time Sheet (Redirection Link). . . . . . . . . . . . . . . . . . . . . . . 109

Implementing Employee Central Time Sheet (Redirection Link)


Content PUBLIC 3
What's New in Implementing Employee
Central Time Sheet

Learn about changes to this guide in recent releases.

1H 2020

What's New More Info

There’s now an overview of the workflow processes triggered Workflow Processes of the Submit Time Sheet Job [page
by the Submit Time Sheet job. 14]

When you create Filter Input Groups time valuations, you can Setting Up Time Valuations for Premium Pay [page 61] and
now filter for multiple days and time segments. Setting Up Time Valuations That Prevent Time Recording
[page 66]

You can now create admin alerts and warnings based on Creating Time Valuation Alerts [page 80]
time valuation results.

You can now set up flextime bandwidth to prevent flextime Defining Flextime Bandwidth in a Work Schedule [page 77]
employees from recording extreme working times. and Setting Up Time Valuations for Flextime Bandwidth
[page 79]

You can now record additional time information that further Defining Extra Time Types [page 82]
specifies recorded attendance time without causing colli­
sions.

When you import external time data, you now specify if that Importing External Time Data [page 54]
data is attendance or break time.

Adjusting Time Recording Profiles [page 19] was moved to


Implementing Employee Central Time Sheet from Using Em­
ployee Central Time Sheet.

Changing the First Day of the Time Sheet Week [page 13]
was moved to Implementing Employee Central Time Sheet
from Using Employee Central Time Sheet.

Creating Admissibility Rules That Define When Amendments


Are Permitted [page 30]was moved to Implementing Em­
ployee Central Time Sheet from Using Employee Central
Time Sheet.

Creating Admissibility Rules That Define When Amendments


Are Permitted [page 30] was moved to Implementing Em­
ployee Central Time Sheet from Using Employee Central
Time Sheet.

Managing the Import of Time Data from an External Time


Recording System was moved to Implementing Employee
Central Time Sheet from Using Employee Central Time
Sheet.

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4 PUBLIC What's New in Implementing Employee Central Time Sheet
What's New More Info

Using the Time Workbench was moved to Implementing Em­


ployee Central Time Sheet from Using Employee Central
Time Sheet.

Time Workbench was moved to Implementing Employee


Central Time Sheet from Using Employee Central Time
Sheet.

Managing Time Sheet Generation for Negative Time Record­


ers was moved to Implementing Employee Central Time
Sheet from Using Employee Central Time Sheet.

Q4 2019

What's New More Info

Before users can access time sheets, you must secure the Enabling Users to Access Time Sheets [page 25]
time sheet objects and grant users access to these objects.

When you import external time data, new time sheet entries Importing External Time Data [page 54]

are now generated immediately. The daily import job only


handles erroneous records.

Q1 2019

What's New More Info

When setting up dynamic breaks, you can now choose: Setting Up Dynamic Breaks [page 43]

● Whether breaks will be generated using partial or full


deduction
● Whether any and all gaps in working time will be consid­
ered as breaks

Updated screenshots showing the sample rules. Configuring Time Sheet Workflows [page 14]

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What's New in Implementing Employee Central Time Sheet PUBLIC 5
What's New More Info

When importing external time data, the -

timeSheetImportExternalTimes job will now only consider


data that is less than 10 weeks old. This will significantly im­
prove the speed and general performance of the job, as pre­
viously it would often consider a huge range of data stretch­
ing back months or years.

 Note
If you want, you can restrict the range of the job even
further, or increase it to a maximum of 20 weeks. In
Configure Object Definitions, open the Time
Management Configuration object and set the Weeks
relevant for time sheet import job field to visible. Then go
to the object and enter a value between 1 and 20 in that
field.

Q4 2018

What's New Description More Info

Dynamic breaks If you want, you can now specify that Setting Up Dynamic Breaks [page 43]
employees are entitled to dynamic
rather than fixed breaks. The difference
between the two is that fixed breaks are
always at a particular time (for exam­
ple, from 12:00- 12:45) whereas dy­
namic breaks occur automatically after
an employee has worked a certain
amount of time (for example, after 6
hours of work they are entitled to a 45-
minute break).

Q3 2018

Table 1: Summary of Changes in Q3 2018 Release

What's New Description More Info

Setting up import of external time data There's a new way of importing external Importing External Time Data [page
time data involving a new object. 54]

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6 PUBLIC What's New in Implementing Employee Central Time Sheet
Q2 2018

Table 2: Summary of Changes in Q2 2018 Release

What's New Description More Info

We've added some information about a Moving the rehire date into a period Avoiding Issues when Moving the Rehire
known issue with the rehire date. where a valid time sheet exists might Date [page 88]
lead to data inconsistency.

We've added some information about a Various problems can occur if un­ Avoiding Issues Caused by Unchanged
known issue with onSave rules. changed time sheets need to be recal­ Time Sheets [page 89]
culated.

Q1 2018

Table 3: Summary of Changes in Q1 2018 Release

What's New Description More Info

Custom fields more widely available You can now create custom fields in the Creating Custom Fields for Time Sheet
Allowance object definition. [page 84]

Q4 2017

Table 4: Summary of Changes in Q4 2017 Release

What's New Description More Info

There's a new valuation type The new valuation can be used to com­
calledCompare Threshold with Compari­ pare a specified time type group
son Group to Route Input. against, for example, a fixed value.

Time Management Configuration There's a new tool you can use to deter­ Activating the Time Management Con­
Search mine how objects, such as time record­ figuration Search [page 35]
ing profiles, are assigned to employees
or how objects are assigned to each
other.

Time Off in Lieu (TOIL) approval You now have the option of making TOIL Setting Up Time Off in Lieu of Overtime
posting subject to approval. Pay [page 73]

Working Time Account approval. You now have the option of making Setting Up Working Time Accounts
postings to working time accounts sub­ [page 71]
ject to approval.

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What's New in Implementing Employee Central Time Sheet PUBLIC 7
Q3 2017

Table 5: Summary of Changes in Q3 2017 Release

What's New Description More Info

Check Tool The export configuration option is now


available in the check tool for Employee
Central Payroll Time Sheet. There are
also some new checks.

Time Collectors Time collectors are configurable multi- ● Setting Up Time Collectors [page
purpose counters, which are processed
52]
in time valuation.

Time Valuations There is a new time valuation you can


use in connection with time collectors.
It can also be used without time collec­
tors.

Error Messages in Time Valuation You can configure your time valuations
so that error messages are generated.

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8 PUBLIC What's New in Implementing Employee Central Time Sheet
1 Finding the Right Employee Central Time
Management Guide

Before you start in Employee Central Time Management Guide, make sure you're reading the guide that gives
you the information you need.

Setting Up Employee Central Time Management

These guides are for people who are setting up Time Management for the first time or who are managing the
product configuration, but not for day-to-day users of the product.

Title Read this guide if you want to...

Implementing Employee Central Time Off Set up Employee Central Time Off so that you can manage
employee absences.

Implementing Employee Central Payroll Time Sheet Set up Employee Central Time Sheet so that you can man­
age employee time worked.

Recalculation in Employee Central Time Management Understand how data that has already been recorded can be
recalculated.

Employee Central Time Off Country/Region Specifics Understand specific rules for a country/region where your
company has employees.

Employee Central Time Management: Rules and Concepts Understand the rules and concepts of Employee Central
Time Management.

Using Employee Central Time Management

These guides are for people who manage employee time on a day-to-day basis.

Title Read this guide if you...

Using Employee Central Time Off Enter, approve, and record absences for vacation, sick leave,
paid time off (PTO), and so on.

Using Employee Central Payroll Time Sheet Enter, approve, and record employee time worked.

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Finding the Right Employee Central Time Management Guide PUBLIC 9
2 Implementation of Time Recording in
SAP SuccessFactors

Learn how to implementSAP SuccessFactors so that employees can record their working time.

Employees record their working time in a time sheet and submit their recorded time to an approver, either a
manager or an HR administrator. After approval, the recorded working time is sent for further processing,
typically to payroll or to a type of time account.

The implementation of time recording includes a basic setup and the implementation of the time recording
scenarios that are required by your organization.

2.1 Basic Setup of Time Recording

SAP SuccessFactors supports a number of different time recording scenarios. Before you can implement the
specific time recording scenarios that are required by your organization, you need to go through some basic
implementation steps.

The basic implementation steps of time recording are based on the core time recording scenario. All specific
time recording scenarios build on this core time recording scenario.

Core Time Recording Scenario

Employees typically use a time sheet to record their working time. This time sheet includes all days of their
working week. Employees record their working time daily, but typically send the time sheet for review on a
weekly basis. An approver, usually a manager or an HR admin, reviews the time and, if there are no issues,
approves the time sheet. The approved time sheet is then processed by payroll.

Implementation Steps of the Core Time Recording Scenario

You activate the time sheet that employees use to record their time. Because the first day of a working week
can differ, you also define the first day of their working week. The approval of time sheets includes workflows
that you configure. Because the recorded working time is typically sent to Employee Central Payroll, you set up
the connection between the time sheet and Employee Central Payroll.

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10 PUBLIC Implementation of Time Recording in SAP SuccessFactors
Further Mandatory Implementation Steps

Apart from the core implementation scenario there are some other mandatory implementation steps on which
all time recording scenarios depend. You define time recording profiles, which you later on use to configure
time recording settings for groups of employees. You also need to define the different roles and permissions
that control how the time sheet is used.

Optional Implementation Steps

There are also some general optional settings. You can activate the Time Management Configuration Search,
set up email notifications, and enable time sheet fields in the employee job information.

1. Activating Time Sheet [page 11]


Activate Time Sheet in Provisioning so that employees can record their time.
2. Defining the First Day of the Week [page 12]
Not all working weeks start on the same day. Define the first day of the week so that the time sheet
accurately reflects the working week of your employees.
3. Configuring Time Sheet Workflows [page 14]
You can configure an approval workflow for time sheets. Approvers can approve or decline a complete
weekly time sheet submitted by an employee.
4. Integrating Time Sheet with Employee Central Payroll [page 16]
In the time recording profile, set isPayComponent to Yes.
5. Time Profiles [page 16]
You use time profiles to combine time recording settings that apply to certain groups of employees.
6. User Management in Time Recording [page 24]
When you implement time recording in SAP SuccessFactors, you also define which users can access
which time recording functionality.
7. Configuration Options in Time Recording [page 35]
When you implement time recording in SAP SuccessFactors, there are configuration options that you
or your organization can decide to implement. These options apply no matter which time recording
scenarios you implement.

2.1.1 Activating Time Sheet

Activate Time Sheet in Provisioning so that employees can record their time.

Prerequisites

● You have access to Provisioning.


● You have activated Time Off.

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.

Procedure

1. In Provisioning, open Company Settings.


2. Select Enable Time Sheet.

Task overview: Basic Setup of Time Recording [page 10]

Next task: Defining the First Day of the Week [page 12]

2.1.2 Defining the First Day of the Week

Not all working weeks start on the same day. Define the first day of the week so that the time sheet accurately
reflects the working week of your employees.

Procedure

1. Go to the Admin Center and choose Manage Data and Time Valuation Period.
2. Define a unique external code and external name.
3. Set Length to One Week.
4. Specify the first day of the time sheet week in the First Day of Week field.

 Note

If employee groups in your organization have different first days of the week, create multiple Time
Valuation Period objects with different first days of the week.

5. Create a time recording profile.


6. Assign a time valuation period to the time recording profile.

7. Assign the time recording profile to the employees in their job information.

 Caution

Retroactive assignments aren’t possible.

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12 PUBLIC Implementation of Time Recording in SAP SuccessFactors
Results

The first day of week is the start day of the weekly calendar in the time sheet and the start day for weekly time
valuations.

Task overview: Basic Setup of Time Recording [page 10]

Previous task: Activating Time Sheet [page 11]

Next task: Configuring Time Sheet Workflows [page 14]

2.1.2.1 Changing the First Day of the Time Sheet Week

Assign a new time recording profile with a different first day of the week.

Context

The working week is different from country to country. For example, it's Monday to Sunday in Germany and
Sunday to Saturday in the US. The working week can differ between different employee groups within the same
organization. Therefore, you can configure the first day of the working week for time recording and time
valuation.

Procedure

1. Assign a new time recording profile with a different first day of the week in the employee's Job Information.
2. Make sure that the employee hasn't submitted time sheets that are valid on or after the effective date of
the new Job Information record.

 Note

If the employee has submitted time sheets on or after the effective date of the change, delete the entire
Employee Time Sheet instance. Use the Manage Data transaction in the Admin Center. The employee
has to record the deleted time again.

Results

Depending on a number of factors, either one or two time sheets with a validity period of less than 7 days is
created.

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2.1.3 Configuring Time Sheet Workflows

You can configure an approval workflow for time sheets. Approvers can approve or decline a complete weekly
time sheet submitted by an employee.

Procedure

1. Create a business rule in the scenario Metadata Framework Rules for MDF Based Objects with the
base object Employee Time Sheet.
2. Set Purpose to Workflow.
3. In the Then section, set Workflow Context.Workflow Configuration to to be equal to Get Time
Sheet Approval Workflow Configuration().
4. Set User ID to Employee Time Sheet.User.
5. Set Job Info Effective Date to Employee Time Sheet.Start Date.
6. In the object Employee Time Sheet, assign the rule in the Save Rules section.
7. Create a workflow and add the workflow in the time recording profile assigned to the employee.

Task overview: Basic Setup of Time Recording [page 10]

Previous task: Defining the First Day of the Week [page 12]

Next task: Integrating Time Sheet with Employee Central Payroll [page 16]

2.1.3.1 Workflow Processes of the Submit Time Sheet Job

Get an overview of the conditions considered by the Submit Time Sheet job when triggering workflow
approvals after the current time sheet week.

After the current time sheet week, the Submit Time Sheet job is executed automatically. This job selects all
pending time sheets and submits them for payroll processing.

 Note

The background jobs for time sheets run automatically based on the configuration for TLMTriggerTasks job
in Provisioning.

The workflow that is triggered when a time sheet is submitted depends on the time recording method assigned
to the employees and existing entries.

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14 PUBLIC Implementation of Time Recording in SAP SuccessFactors
Table 6: Positive Time Recording
Existing Entries and Conditions Action Taken

External time data (imported entries) only Submit with workflow

Absences only No action

Absences only and full work schedule covered Submit with workflow

Manual entries only No action

Absences and manual entries No action

Absences and external time data (imported entries) Submit with workflow

Manual and external time data (imported entries) Submit with workflow

Absences and external time data (imported entries) and Submit with workflow
manual entries

No entries No action

Single record approval missing No action

Table 7: Negative Time Recording


Existing Entries and Conditions Action Taken

System-generated entries only Auto approve

Absences only Auto approve

Manual entries only Submit with workflow

Absences and manual entries Submit with workflow

Absences and system-generated entries Auto approve

Manual entries and system-generated entries Submit with workflow

Absences, system-generated entries, and manual entries Submit with workflow

No entries Auto approve

Single record approval missing No action

Table 8: Overtime Recording


Existing Entries / Conditions Action Taken

Absences only and full work schedule covered No action

Manual entries only No action

Absences and manual entries No action

No entries No action

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2.1.4 Integrating Time Sheet with Employee Central Payroll

In the time recording profile, set isPayComponent to Yes.

Context

You can set up an integration that replicates employee time valuation results generated by Time Sheet to
Employee Central Payroll. The replicated time valuation results are used to pay employees based on their
recorded times and other time-related data.

For more information about time valuations, see Time Valuations [page 64].

Procedure

1. Go to Job Info and choose Time Recording Profile.

2. Choose Time Valuation Time Type Group Time Pay Type .


3. Set isPayComponent to Yes.

Task overview: Basic Setup of Time Recording [page 10]

Previous task: Configuring Time Sheet Workflows [page 14]

Next: Time Profiles [page 16]

2.1.5 Time Profiles

You use time profiles to combine time recording settings that apply to certain groups of employees.

 Caution

You can't update time profiles that are already in use.

Time profiles bundle various time types and allowance types. You also use time profiles to assign a main
attendance and a main break time type to employees. If employees use time accounts, time profiles define if a
manager must approve of an accrual of overtime in a time account. There are separate fields for working time
accounts and for TOiL accounts.

Defining Time Recording Profiles [page 17]


Define time recording profiles so that you can determine time recording settings for employees.

Adjusting Time Recording Profiles [page 19]


Make corrections to time recording profiles on the Manage Data screen.

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16 PUBLIC Implementation of Time Recording in SAP SuccessFactors
Assigning Time Recording Profiles to Employees [page 20]
Assign time recording profiles to employees in their employment information.

Assigning Time Recording Profiles to Multiple Employees [page 21]


Assign time recording profiles to multiple employees by adding them to the user records of the
employees and importing these user records.

Assigning Time Recording Profiles to Individual Employees [page 22]


Assign time recording profiles to individual employees in the Job Information section of their profiles.

Assigning Time Types to Time Profiles [page 23]


Assign time types, break types, and on-call time types to existing employee time profiles.

Parent topic: Basic Setup of Time Recording [page 10]

Previous task: Integrating Time Sheet with Employee Central Payroll [page 16]

Next: User Management in Time Recording [page 24]

2.1.5.1 Defining Time Recording Profiles

Define time recording profiles so that you can determine time recording settings for employees.

Procedure

1. Go to the Admin Center and choose Manage Data.


2. Create a time recording profile.
3. Enter a unique external name and external code for the time recording profile.
4. Assign a time valuation period.
5. Select a time recording variant and a time recording method.
6. Enter the approval workflow for your time sheet in the Workflow Configuration field.
7. Specify time valuation rules.
8. Specify validation rules.

Next Steps

Assign the time recording profile to an employee or a group of employees.

Task overview: Time Profiles [page 16]

Implementing Employee Central Time Sheet (Redirection Link)


Implementation of Time Recording in SAP SuccessFactors PUBLIC 17
Related Information

Adjusting Time Recording Profiles [page 19]


Assigning Time Recording Profiles to Employees [page 20]
Assigning Time Recording Profiles to Multiple Employees [page 21]
Assigning Time Recording Profiles to Individual Employees [page 22]
Assigning Time Types to Time Profiles [page 23]

2.1.5.1.1 Time Recording Methods

Time recording methods include positive time recording, overtime recording, negative time recording, and
absences-only time recording.

Positive Time Recording

Employees record all the hours they actually work (their ‘attendance time’), in addition to overtime, absences,
on-call time, and allowances.

Overtime Recording

Employees record only the time they work that is in addition to their planned working time, plus on-call time
and allowances.

Negative Time Recording

Employees record only deviations (exceptions) from their planned working time. Other exceptions such as on-
call time, allowances, and overtime can also be recorded using this method. Time sheet entries are generated
automatically for the main attendance time types, based on the scheduled working time. These are then
‘merged’ in the time sheet with the actual recording of deviations by employees from their scheduled time, to
produce the overall recorded time for the period under consideration.

Absences-Only Time Recording

Employees record only absences, for example, for reporting/internal administrative purposes only. This time
recording method could apply, for example, to an executive level employee who receives a set compensation
package where no overtime is recorded or paid.

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18 PUBLIC Implementation of Time Recording in SAP SuccessFactors
2.1.5.2 Adjusting Time Recording Profiles

Make corrections to time recording profiles on the Manage Data screen.

Context

Under certain circumstances, it can be necessary to change an existing time recording profile.

Procedure

1. Choose Admin Center Manage Data .

2. Search for the time recording profile you want to edit and choose Take Action Make Correction .
3. Make your necessary changes.

 Caution

Don’t change a time recording profile that has already been used in your production system for a group
of employees. The parameters of the changed time recording profile no longer match the ones
previously used to generate the time valuation results for the employees’ existing time sheets. You can
no longer reproduce how these time valuation results came about.

Create a new time recording profile with the adjustments and assign it to the relevant employees with
an effective date in the future.

Task overview: Time Profiles [page 16]

Related Information

Defining Time Recording Profiles [page 17]


Assigning Time Recording Profiles to Employees [page 20]
Assigning Time Recording Profiles to Multiple Employees [page 21]
Assigning Time Recording Profiles to Individual Employees [page 22]
Assigning Time Types to Time Profiles [page 23]

Implementing Employee Central Time Sheet (Redirection Link)


Implementation of Time Recording in SAP SuccessFactors PUBLIC 19
2.1.5.3 Assigning Time Recording Profiles to Employees

Assign time recording profiles to employees in their employment information.

Context

Time recording profiles bundle time sheet configuration settings for employees. They’re assigned to each
employee who records their time in Time Sheet. Each employee's time recording profile contains the input time
type groups, time recording variant, time recording method, and time valuations necessary for evaluation of
their pay.

 Caution

A time recording variant, holiday calendar, work schedule, and time profile must already be assigned to
each employee within the configuration of Time Off.

Procedure

1. Select your employee and choose Public Profile Employment Information Take Action Change Job
and Compensation Info .
2. Select the Job Information checkbox.
3. Specify a date from which this change is valid.

 Restriction

When you assign a time recording profile, you must set the effective date of the job info records to
whichever day your organization has set as the first day of the time sheet week.

4. Select an Event reason for the change.

5. Scroll down to the Time Information section and assign a time recording profile to the employee using the
dropdown menu in the Time Recording Profile field.

 Caution

You can only assign a time recording profile for an employee that matches the overall time recording
variant assigned to the employee. You can’t, for example, assign a clock time-based time recording
profile to an employee with a duration-based time recording variant.

6. Choose Submit to save your changes.

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20 PUBLIC Implementation of Time Recording in SAP SuccessFactors
Results

The selected time recording profile is assigned to the selected employee, who can view it in their job
information.

Task overview: Time Profiles [page 16]

Related Information

Defining Time Recording Profiles [page 17]


Adjusting Time Recording Profiles [page 19]
Assigning Time Recording Profiles to Multiple Employees [page 21]
Assigning Time Recording Profiles to Individual Employees [page 22]
Assigning Time Types to Time Profiles [page 23]

2.1.5.4 Assigning Time Recording Profiles to Multiple


Employees

Assign time recording profiles to multiple employees by adding them to the user records of the employees and
importing these user records.

Prerequisites

Ensure that a time recording variant, holiday calendar, work schedule, and a time profile are already assigned to
each employee in Time Off.

Context

 Note

You can't import job information records containing a change of a time recording profile where the effective
date of the most recent time recording profile is not on a Sunday.

Implementing Employee Central Time Sheet (Redirection Link)


Implementation of Time Recording in SAP SuccessFactors PUBLIC 21
Procedure

1. Go to the Admin Center and choose Import Employee Data.


2. Add multiple user records.
3. In the Job History category, assign your time recording profiles.

Results

Job information records that contain time recording profiles that become effective on any day of the week are
imported.

Task overview: Time Profiles [page 16]

Related Information

Defining Time Recording Profiles [page 17]


Adjusting Time Recording Profiles [page 19]
Assigning Time Recording Profiles to Employees [page 20]
Assigning Time Recording Profiles to Individual Employees [page 22]
Assigning Time Types to Time Profiles [page 23]

2.1.5.5 Assigning Time Recording Profiles to Individual


Employees

Assign time recording profiles to individual employees in the Job Information section of their profiles.

Procedure

1. Go to the profile of the employee to whom you want to assign a time recording profile.
2. Go to Job Profile.
3. Choose Take Action and select Change Job and Compensation Info.
4. Select Job Information.
5. In the Time Information section, select your desired time recording profile.

Task overview: Time Profiles [page 16]

Implementing Employee Central Time Sheet (Redirection Link)


22 PUBLIC Implementation of Time Recording in SAP SuccessFactors
Related Information

Defining Time Recording Profiles [page 17]


Adjusting Time Recording Profiles [page 19]
Assigning Time Recording Profiles to Employees [page 20]
Assigning Time Recording Profiles to Multiple Employees [page 21]
Assigning Time Types to Time Profiles [page 23]

2.1.5.6 Assigning Time Types to Time Profiles

Assign time types, break types, and on-call time types to existing employee time profiles.

Context

The time profile is used to specify the various time types and allowance types that an employee can use in the
Time Sheet to record their time. You also use the time profile to assign a main attendance and a main break
time type to employees.

To view the time profile assigned by choosing Employment Information Job Information Time
Information .

Procedure

1. Go to the Admin Center and choose Manage Data.


2. Search for the relevant time profile.
3. Assign all required time types in the Available Time Type field.
4. Assign the attendance time types you require.
a. Maintain the Enabled in employee self-service scenario and Favorite Time Type fields.
b. Define a unique external code for each assignment you make.
5. Decide whether to enable the time type for the Employee Self-Service scenario or not.

○ To allow employees to record time against the time type in their time sheet, select Yes.
○ To restrict editing of the time type to authorized employees, such as a time administrator, select No.
6. Select up to three time types defined in a time profile as favorites (optional).

 Note

Don't give the favorites names that are longer than 20 characters.

Implementing Employee Central Time Sheet (Redirection Link)


Implementation of Time Recording in SAP SuccessFactors PUBLIC 23
If you select Yes in the Favorite Time Type field, the time type appears as an individual button in the Time
Off UI. Because this feature is only relevant for Time Off time types such as vacation or sick leave, choose
No in this field for all time-sheet-relevant time types.
7. Define one of the assigned attendance time types as the default attendance time type in the Main
Attendance Time Type field (optional).

The time type you enter here then acts as the default time type for time recording by employees using this
time profile.

 Note

You can't set Enabled in employee self-service scenario for the main attendance time type to No. So,
you can't prevent employees from changing the main attendance time type in their time sheet.

8. Assign the break time types you require.


a. Maintain the Enabled in employee self-service scenario and Favorite Time Type fields.
b. Define a unique external code for each assignment you make.
c. Define one of the assigned break time types as the default break time type in the Main Break Time Type
field.
9. Assign the on-call time types you require.
a. Maintain the Enabled in employee self-service scenario and Favorite Time Type fields.
b. Define a unique external code for each assignment you make.

Task overview: Time Profiles [page 16]

Related Information

Defining Time Recording Profiles [page 17]


Adjusting Time Recording Profiles [page 19]
Assigning Time Recording Profiles to Employees [page 20]
Assigning Time Recording Profiles to Multiple Employees [page 21]
Assigning Time Recording Profiles to Individual Employees [page 22]

2.1.6 User Management in Time Recording


When you implement time recording in SAP SuccessFactors, you also define which users can access which
time recording functionality.

By default, users can’t access and maintain time sheets. Therefore, you need to enable users to access and
maintain time sheets. You also define which time recording objects users can access and how they can access
them by setting up role-based permissions. Another aspect of user management in time recording is defining if
and how users can change, or amend, time sheets that have already been approved.

Enabling Users to Access Time Sheets [page 25]


Secure the time sheet objects and grant users access to these objects so that users can access their
own or their employees' time sheets and view time sheets in Manage Data.

Implementing Employee Central Time Sheet (Redirection Link)


24 PUBLIC Implementation of Time Recording in SAP SuccessFactors
Enabling Users to Maintain Time Sheets [page 27]
Grant employees, managers, and HR admins the Time Sheet permission.

Setting Up Role-Based Permissions for Employee Self-Service [page 28]


Set up permissions for Time Recording Profile, Time Recording Variant, Time Recording Admissibility,
and Default Overtime Compensations Variant.

Creating Admissibility Rules That Prevent Amendments [page 29]


You can prevent employees from changing time sheets that have been processed by payroll. To prevent
employees from changing time sheets that have been approved, create admissibility rules that prevent
amendments.

Creating Admissibility Rules That Define When Amendments Are Permitted [page 30]
You can prevent employees from changing time sheets that have been processed by payroll. To limit
how far back employees can change time sheets that have been approved, create admissibility rules
that define periods when amendments are permitted.

Assigning Admissibility Rules to Employees [page 31]


Admissibility rules restrict how employees can amend time sheets. To apply admissibility rules, assign
them to employees.

Granting Users Manager or HR Admin Permissions [page 32]


Grant users manager or HR role permissions for the time recording profile, time recording variant, time
recording admissibility, and default overtime compensation variant. Set up role-based permissions in
the Time Information section under Job Information.

Parent topic: Basic Setup of Time Recording [page 10]

Previous: Time Profiles [page 16]

Next: Configuration Options in Time Recording [page 35]

2.1.6.1 Enabling Users to Access Time Sheets

Secure the time sheet objects and grant users access to these objects so that users can access their own or
their employees' time sheets and view time sheets in Manage Data.

Context

 Note

All new objects are secured by default. You can't turn off this security. The secured objects have the
permission category Time Management Object Permissions. The configuration of existing objects isn’t
affected.

Implementing Employee Central Time Sheet (Redirection Link)


Implementation of Time Recording in SAP SuccessFactors PUBLIC 25
Procedure

1. Go to the Admin Center and choose Configure Object Definitions.


2. Open one of the relevant object definitions:

○ Employee Time Sheet


○ Employee Time Sheet Entry
○ Employee Time Valuation Result
○ Allowance
3. Choose Take Action and Make Correction.
4. Set Secured to Yes and select the permission category Time Management Object Permission.
5. Save your changes.
6. Repeat these steps for the other relevant object definitions.
7. Go back to the Admin Center and choose Manage Permission Roles.
8. Select the permission role for time sheet users.
9. Choose Permission....
10. Go to the User Permissions section and choose Time Management Object Permission.
11. Select View for each relevant object.
12. Select Edit for objects that you want users to edit.
13. Choose Done and save your changes.

Task overview: User Management in Time Recording [page 24]

Related Information

Enabling Users to Maintain Time Sheets [page 27]


Setting Up Role-Based Permissions for Employee Self-Service [page 28]
Creating Admissibility Rules That Prevent Amendments [page 29]
Creating Admissibility Rules That Define When Amendments Are Permitted [page 30]
Assigning Admissibility Rules to Employees [page 31]
Granting Users Manager or HR Admin Permissions [page 32]

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26 PUBLIC Implementation of Time Recording in SAP SuccessFactors
2.1.6.2 Enabling Users to Maintain Time Sheets

Grant employees, managers, and HR admins the Time Sheet permission.

Context

Employees require the Time Sheet permission to record maintain their time sheets. Managers and HR admins
require the Time Sheet permission to maintain time sheets for employees.

Procedure

1. Go to the Admin Center and choose Manage Permission Roles.


2. Select the permission role for employee self-service.
3. Choose Permission....
4. Choose Employee Views and select the Time Sheet.
5. Repeat these steps for the permission role for managers.
6. Repeat these steps for the permission role for HR admin.

Task overview: User Management in Time Recording [page 24]

Related Information

Enabling Users to Access Time Sheets [page 25]


Setting Up Role-Based Permissions for Employee Self-Service [page 28]
Creating Admissibility Rules That Prevent Amendments [page 29]
Creating Admissibility Rules That Define When Amendments Are Permitted [page 30]
Assigning Admissibility Rules to Employees [page 31]
Granting Users Manager or HR Admin Permissions [page 32]

Implementing Employee Central Time Sheet (Redirection Link)


Implementation of Time Recording in SAP SuccessFactors PUBLIC 27
2.1.6.3 Setting Up Role-Based Permissions for Employee
Self-Service

Set up permissions for Time Recording Profile, Time Recording Variant, Time Recording Admissibility, and
Default Overtime Compensations Variant.

Context

 Note

All new objects are secured by default. You can't turn off this security. The secured objects have the
permission category Time Management Object Permissions. The configuration of existing objects isn’t
affected.

If you want to grant the users who are assigned to Employee Self Service, Manager, and HR Role roles either the
view or maintenance permissions for Time Recording Profile, Time Recording Variant, Time Recording
Admissibility, and Default Overtime Compensation Variant fields within the Time Information section under Job
Information, implement role-based permissions.

Procedure

1. Go to the Admin Center and choose Manage Permission Roles.


2. Select the permission role for system admins.
3. Choose Permission.....
4. Go to the Administrator Permissions section, choose Manage System Properties, and select Employee
Central Feature Settings.

Task overview: User Management in Time Recording [page 24]

Related Information

Enabling Users to Access Time Sheets [page 25]


Enabling Users to Maintain Time Sheets [page 27]
Creating Admissibility Rules That Prevent Amendments [page 29]
Creating Admissibility Rules That Define When Amendments Are Permitted [page 30]
Assigning Admissibility Rules to Employees [page 31]
Granting Users Manager or HR Admin Permissions [page 32]

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28 PUBLIC Implementation of Time Recording in SAP SuccessFactors
2.1.6.4 Creating Admissibility Rules That Prevent
Amendments

You can prevent employees from changing time sheets that have been processed by payroll. To prevent
employees from changing time sheets that have been approved, create admissibility rules that prevent
amendments.

Context

By default, employees can amend time sheets without restrictions. Admissibility rules restrict how employees
can amend time sheets.

 Note

Admissibility rules don't apply to managers and HR administrators.

Procedure

1. Go to the Admin Center and choose Manage Data.


2. In the Create New field, select Time Recording Admissibility.
3. Provide a unique external code and external name.
4. Set Amendments Allowed to No.
5. Save your changes.

Next Steps

Assign the admissibility rule to employees.

Task overview: User Management in Time Recording [page 24]

Related Information

Enabling Users to Access Time Sheets [page 25]


Enabling Users to Maintain Time Sheets [page 27]
Setting Up Role-Based Permissions for Employee Self-Service [page 28]
Creating Admissibility Rules That Define When Amendments Are Permitted [page 30]
Assigning Admissibility Rules to Employees [page 31]

Implementing Employee Central Time Sheet (Redirection Link)


Implementation of Time Recording in SAP SuccessFactors PUBLIC 29
Granting Users Manager or HR Admin Permissions [page 32]

2.1.6.5 Creating Admissibility Rules That Define When


Amendments Are Permitted

You can prevent employees from changing time sheets that have been processed by payroll. To limit how far
back employees can change time sheets that have been approved, create admissibility rules that define
periods when amendments are permitted.

Context

By default, employees can amend time sheets without restrictions. Admissibility rules restrict how employees
can amend time sheets.

 Note

Admissibility rules don't apply to managers and HR administrators.

Procedure

1. Go to the Admin Center and choose Manage Data.


2. In the Create New field, select Time Recording Admissibility.
3. Provide a unique external code and external name.
4. In the Past Weeks field, specify the number of weeks in the past employees are allowed to amend time
sheet entries.
5. Save your changes.

Next Steps

Assign the admissibility rule to employees.

Task overview: User Management in Time Recording [page 24]

Related Information

Enabling Users to Access Time Sheets [page 25]

Implementing Employee Central Time Sheet (Redirection Link)


30 PUBLIC Implementation of Time Recording in SAP SuccessFactors
Enabling Users to Maintain Time Sheets [page 27]
Setting Up Role-Based Permissions for Employee Self-Service [page 28]
Creating Admissibility Rules That Prevent Amendments [page 29]
Assigning Admissibility Rules to Employees [page 31]
Granting Users Manager or HR Admin Permissions [page 32]

2.1.6.6 Assigning Admissibility Rules to Employees

Admissibility rules restrict how employees can amend time sheets. To apply admissibility rules, assign them to
employees.

Context

Without admissibility rules, employees can amend time sheets without restrictions.

 Note

Admissibility rules don't apply to managers and HR administrators.

Procedure

1. Go to the profile of the employee to whom you want to assign a time recording profile.
2. Go to Job Profile.
3. Choose Take Action and select Change Job and Compensation Info.
4. Select Job Information.
5. In the Time Information section, select your desired rule in the Time Recording Admissibility field.

Task overview: User Management in Time Recording [page 24]

Related Information

Enabling Users to Access Time Sheets [page 25]


Enabling Users to Maintain Time Sheets [page 27]
Setting Up Role-Based Permissions for Employee Self-Service [page 28]
Creating Admissibility Rules That Prevent Amendments [page 29]
Creating Admissibility Rules That Define When Amendments Are Permitted [page 30]
Granting Users Manager or HR Admin Permissions [page 32]

Implementing Employee Central Time Sheet (Redirection Link)


Implementation of Time Recording in SAP SuccessFactors PUBLIC 31
2.1.6.7 Granting Users Manager or HR Admin Permissions

Grant users manager or HR role permissions for the time recording profile, time recording variant, time
recording admissibility, and default overtime compensation variant. Set up role-based permissions in the Time
Information section under Job Information.

Context

 Note

All new objects are secured by default. You can't turn off this security. The secured objects have the
permission category Time Management Object Permissions. The configuration of existing objects isn’t
affected.

Procedure

1. Go to the Admin Center and choose Manage Permission Roles.


2. Select Employee Self Service in the permission role list and choose Permission....
3. In the User Permissions section, choose Employee Central Effective Dated Entities.
4. Select the first two checkboxes of the Time Recording Profile, Time Recording Variant, Time Recording
Admissibility, and Default Overtime Compensation Variant entries.
5. Choose Finished and save your changes.

Task overview: User Management in Time Recording [page 24]

Related Information

Enabling Users to Access Time Sheets [page 25]


Enabling Users to Maintain Time Sheets [page 27]
Setting Up Role-Based Permissions for Employee Self-Service [page 28]
Creating Admissibility Rules That Prevent Amendments [page 29]
Creating Admissibility Rules That Define When Amendments Are Permitted [page 30]
Assigning Admissibility Rules to Employees [page 31]

Implementing Employee Central Time Sheet (Redirection Link)


32 PUBLIC Implementation of Time Recording in SAP SuccessFactors
2.1.6.7.1 Granting the Permission to Trace Time Valuations

Enable mangers and HR administrators to trace how information in a time sheet was arrived at by granting
them the permission to trace time valuations.

Context

If set up role-based permissions for managers and HR administrators, you must grant them the permission to
trace time valuations.

 Note

All new objects are secured by default. You can't turn off this security. The secured objects have the
permission category Time Management Object Permissions. The configuration of existing objects isn’t
affected.

Procedure

1. Go to the Admin Center and choose Manage Permission Roles.


2. Select the relevant role in the permission role list and choose Permission....
3. In the User Permissions section, choose Manage Time.
4. In the resulting screen, select the View Time Valuation Trace checkbox.
5. Choose Finished and save your changes.

Results

The HR administrator and manager can use a Trace button from an employee's time sheet to view how
information in that time sheet was arrived at.

2.1.6.7.2 Granting Access to Time Collectors

Enable mangers and HR administrators to access time collectors.

Context

If set up role-based permissions for managers and HR administrators, you must grant them this permission.

Implementing Employee Central Time Sheet (Redirection Link)


Implementation of Time Recording in SAP SuccessFactors PUBLIC 33
 Note

All new objects are secured by default. You can't turn off this security. The secured objects have the
permission category Time Management Object Permissions. The configuration of existing objects isn’t
affected.

Procedure

1. Go to the Admin Center and choose Manage Permission Roles.


2. Select the relevant role in the permission role list and choose Permission....
3. In the User Permissions section, choose Manage Time.
4. In the resulting screen, select the Access Time Collectors check box.
5. Choose Finished and save your changes.

2.1.6.7.3 Granting Access to the Time Workbench

Enable mangers and HR administrators to access the Time Workbench.

Context

If set up role-based permissions for managers and HR administrators, you must grant them this permission.

 Note

All new objects are secured by default. You can't turn off this security. The secured objects have the
permission category Time Management Object Permissions. The configuration of existing objects isn’t
affected.

Procedure

1. Go to the Admin Center and choose Manage Permission Roles.


2. Select the relevant role in the permission role list and choose Permission....
3. In the User Permissions section, choose Manage Time.
4. In the resulting screen, select the Access Workbench checkbox.
5. Choose and save your changes.

Implementing Employee Central Time Sheet (Redirection Link)


34 PUBLIC Implementation of Time Recording in SAP SuccessFactors
2.1.7 Configuration Options in Time Recording

When you implement time recording in SAP SuccessFactors, there are configuration options that you or your
organization can decide to implement. These options apply no matter which time recording scenarios you
implement.

The Time Management Configuration Search makes it easier to implement and maintain time recording. Email
notifications and time sheet fields in the employee job information aren’t required technically, but some
organizations require these settings.

Activating the Time Management Configuration Search [page 35]


Activate the Time Management Configuration Search by going to Administrator Permissions and
selectíng Access Time Management Configuration Search.

Setting Up Email Notifications [page 36]


Activate email notification templates so that employees who submit time sheets and approvers of time
sheets receive email notifications.

Enabling Time Sheet Fields in Employee Job Information [page 37]


Enable fields in Manage Business Configuration under jobInfo.

Parent topic: Basic Setup of Time Recording [page 10]

Previous: User Management in Time Recording [page 24]

2.1.7.1 Activating the Time Management Configuration


Search

Activate the Time Management Configuration Search by going to Administrator Permissions and selectíng
Access Time Management Configuration Search.

Context

The Time Management Configuration Search is a way you can find out which objects are assigned to which
other objects, and to which employees.

Procedure

1. Go to the Admin Center and choose Manage Permission Roles.


2. Choose Administrator Permissions.
3. Go to Manage Time.
4. Select Access Time Management Configuration Search.

Implementing Employee Central Time Sheet (Redirection Link)


Implementation of Time Recording in SAP SuccessFactors PUBLIC 35
Results

You can use the Time Management Configuration Search to obtain a better overview of your system
configuration by searching for the following:

● Employees with a specific time management object in their job information


● Time type by time account type
● Time type and time account type by time management retention group

Task overview: Configuration Options in Time Recording [page 35]

Related Information

Setting Up Email Notifications [page 36]


Enabling Time Sheet Fields in Employee Job Information [page 37]

2.1.7.2 Setting Up Email Notifications

Activate email notification templates so that employees who submit time sheets and approvers of time sheets
receive email notifications.

Procedure

1. Go to the Admin Center and choose System Properties.


2. Choose E-Mail Notification Templates Settings.
3. Select Workflow Action Pending Notification, Workflow Action Approval Notification, Workflow Action
Rejected Notification, and Workflow Comment Posted Notification.

Task overview: Configuration Options in Time Recording [page 35]

Related Information

Activating the Time Management Configuration Search [page 35]


Enabling Time Sheet Fields in Employee Job Information [page 37]

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36 PUBLIC Implementation of Time Recording in SAP SuccessFactors
2.1.7.3 Enabling Time Sheet Fields in Employee Job
Information

Enable fields in Manage Business Configuration under jobInfo.

Context

There are some fields you must enable if you want them to appear in Job Information under Time Information
for all your employees using the Time Sheet.

Procedure

1. Go to the Admin Center and choose Manage Business Configuration.


2. Choose jobInfo.
3. Select Yes in the Enabled field for Time Recording Profile, Time Recording Variant, Time Recording
Admissibility, and Default Overtime Compensation Variant.

Task overview: Configuration Options in Time Recording [page 35]

Related Information

Activating the Time Management Configuration Search [page 35]


Setting Up Email Notifications [page 36]

2.2 Clock Time Recording

Employees record the start times and end times of their work.

Clock time recording is based on the entered start and end times of work within a specified period, for example,
per day. Break times can be deducted from entered clock times, depending on legal regulations, collective
agreements, contracts, or other provisions in place within an organization.

Defining Break Time Types (Clock Time-Based Recording Only) [page 38]
Enable deductions for unpaid breaks. Create time types and classify them as breaks. Assign these time
types to the time profiles of all relevant employees.

Setting Up Time Valuations for Clock Times [page 39]


Define time valuations using the valuation type Filter Segments from Input Groups. Assign the time
valuations to the time recording profiles of all employees for whom you wish to valuate clock times.

Implementing Employee Central Time Sheet (Redirection Link)


Implementation of Time Recording in SAP SuccessFactors PUBLIC 37
Setting Up Time Valuations for the Deduction of Break Times [page 42]
Define time valuations using the valuation type Deduct Group from Input Groups. Assign these time
valuations to the time recording profiles of all employees for whom you wish to deduct breaks.

Setting Up Dynamic Breaks [page 43]


If you want, you can specify that employees are entitled to dynamic rather than fixed breaks. The
difference between the two is that fixed breaks are always at a particular time (for example, from 12:00-
12:45) whereas dynamic breaks occur automatically after an employee has worked a certain amount of
time (for example, after 6 hours of work they are entitled to a 45-minute break).

Defining Scheduled Unpaid Breaks [page 45]


Add the start time and end time of the scheduled unpaid break to a work schedule day model.

Overview of Clock Time Collisions [page 46]


Collision checks detect whether two time records can coexist. Learn more about which clock time
records can coexist (allowed collision) and which records can't coexist (denied collisions).

Creating a Work Schedule [page 46]


Create a work schedule to specify when a working day starts and ends.

2.2.1 Defining Break Time Types (Clock Time-Based


Recording Only)

Enable deductions for unpaid breaks. Create time types and classify them as breaks. Assign these time types
to the time profiles of all relevant employees.

Context

Employees who record their attendance time using clock times can have scheduled unpaid breaks
automatically deducted from their working time. They can also manually record unpaid break times in the time
sheet.

Create a time type for each break type you need.

Procedure

1. Go to the Admin Center and choose Manage Data.


2. Create a time type.
3. Enter an external name and a meaningful external code.
4. In the Classification field, select Break.
5. Select the time unit Hour(s).
6. Make the time type country-dependent by selecting a country.

The country you select must match the country in the time profile to which this break time type is
assigned.

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38 PUBLIC Implementation of Time Recording in SAP SuccessFactors
7. Assign your break time types to the relevant employee time profiles.

Task overview: Clock Time Recording [page 37]

Related Information

Setting Up Time Valuations for Clock Times [page 39]


Setting Up Time Valuations for the Deduction of Break Times [page 42]
Setting Up Dynamic Breaks [page 43]
Defining Scheduled Unpaid Breaks [page 45]
Overview of Clock Time Collisions [page 46]
Creating a Work Schedule [page 46]

2.2.2 Setting Up Time Valuations for Clock Times


Define time valuations using the valuation type Filter Segments from Input Groups. Assign the time valuations
to the time recording profiles of all employees for whom you wish to valuate clock times.

Procedure

1. Go to the Admin Center and choose Manage Data.


2. Create a time valuation and enter a unique external name and external code.
3. Set Valuation Type to Filter Segments from Input Groups.

The screen is refreshed.


4. Define the time segment filters for this valuation.
a. In the Start Time and End Time fields, specify the clock times.
b. Provide an external code for the filter.

You can assign multiple time segment filters within a single time valuation of type Filter Segments from
Input Groups.
5. Specify a time type group below.

This time type group below collects input time data that overlaps with the time period defined in the time
segment filters.
6. Specify a time type group above.

This time type group above collects input time data that doesn’t overlap with the time period defined in the
time segment filters.

 Note

You must specify a time type group below or a time type group above.

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Implementation of Time Recording in SAP SuccessFactors PUBLIC 39
7. In the Input Time Type Groups field, enter all relevant time type groups from which you calculate the output
of the time valuation.

You can enter a time type group from any time category as an input time type group.

 Restriction

Don't use the Factor field for clock time valuations.

 Caution

Within a time valuation, the input time type groups must be different from the time type groups
assigned to the time type group above and the time type group below.

 Note

If you enter an input time type group with an associated Calculated Time time category, it must be
calculated within the same time valuation run as the output of another time valuation. This time
valuation must be assigned to the employee’s time recording profile.

 Tip

To add durations of the time records within the input time type groups to the result that is compared to
the threshold value, set Reverse Sign to No. To subtract durations of the time records within the input
time type groups from the result that is compared to the threshold value, set Reverse Sign to Yes.

8. Save your new time valuation.


9. Assign the time valuation to the time recording profiles of all employees who are to use this valuation type.

Results

The time valuation is now assigned to the relevant time recording profiles. This single time valuation is normally
assigned within a bundle of time valuations in any given time recording profile. Depending on how a bundle of
time valuations is configured, the following is possible:

● Single time valuations within a bundle can produce intermediate (hidden) results.
● If they’re defined as a UI component, time valuations can be visible on the UI.
● Single time valuations can be stored within the time sheet and be visible on the UI as a time pay type.

Task overview: Clock Time Recording [page 37]

Related Information

Defining Break Time Types (Clock Time-Based Recording Only) [page 38]
Setting Up Time Valuations for the Deduction of Break Times [page 42]
Setting Up Dynamic Breaks [page 43]

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40 PUBLIC Implementation of Time Recording in SAP SuccessFactors
Defining Scheduled Unpaid Breaks [page 45]
Overview of Clock Time Collisions [page 46]
Creating a Work Schedule [page 46]

2.2.2.1 Time Segments

A time segment is a time interval with a defined start and end time.

A clock-based time record is a time segment with an assigned time type. A time segment is defined as a time
interval with a defined start and end time, for example, 09:00 and 17:00 or 17:00 and 19:00. The record also
has an implicit duration, the end time minus the start time, in hours and minutes.

Time segment filters are sets of one of more pairs of start and end clock times that are applied within time
valuations of type Filter Segments from Input Groups. In such cases, explicitly defined time intervals
(segments) are extracted from clock times recorded by employees.

Time segments of the input time type groups in the valuation that overlap with time segments assigned in the
time valuation are collected in the time type group below. The remaining time segments are collected in the
time type group above.

For example, a time segment has a start time of 18:00 and an end time of 22:00. A time valuation including this
time segment extracts time records and parts of time records of the input time type groups that overlap with
the time period defined in the time segment. The time valuation then collects the extracted records in the time
type group below. The time records of the input time type groups that do not overlap at all with the time period
defined in the time segment are collected in the time type group above.

Therefore, a number of different outcomes of time valuation using time segments as filters are possible:

● No overlap: The input time record does not overlap at all with the time segments defined in the valuation.
Result: the input time record is collected in the time type group above.
● Partial overlap: A part of an input time record overlaps with the time segments defined in the valuation.
Result: the input time record is split. The parts which do not overlap with the time segments defined in the
valuation are collected in the time type group above. The parts of the input time record that do overlap with
the time segments defined in the valuation are collected in the time type group below.
● Full overlap: The input time record fully overlaps with the time segments defined in the valuation.
Result: the input record is collected in the time type group below.

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Implementation of Time Recording in SAP SuccessFactors PUBLIC 41
2.2.3 Setting Up Time Valuations for the Deduction of Break
Times

Define time valuations using the valuation type Deduct Group from Input Groups. Assign these time valuations
to the time recording profiles of all employees for whom you wish to deduct breaks.

Procedure

1. Go to the Admin Center and choose Manage Data.


2. Create a time valuation and enter a unique external name and external code.
3. Set Valuation Type to Deduct Group from Input Groups.

The screen is refreshed.


4. Assign a deduction group from an existing time type group.

The deduction group acts as a type of filter. Time records within the deduction group are used as the time
segments that are filtered.
5. Specify a time type group below.

This time type group below collects input time data that overlaps with the clock-based time records
contained in the deduction group.
6. Specify a time type group above.

This time type group above collects input time data that doesn’t overlap with the clock-based time records
contained in the deduction group.

 Note

You must specify a time type group below or a time type group above.

7. In the Input Time Type Groups field, enter all relevant time type groups from which you calculate the output
of the time valuation.

You can enter a time type group from any time category as an input time type group.

 Restriction

Don't use the Factor field for clock time valuations.

 Caution

Within a time valuation, the input time type groups must be different from the time type groups
assigned to the time type group above and the time type group below.

 Note

If you enter an input time type group with an associated Calculated Time time category, it must be
calculated within the same time valuation run as the output of another time valuation. This time
valuation must be assigned to the employee’s time recording profile.

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42 PUBLIC Implementation of Time Recording in SAP SuccessFactors
 Tip

To add durations of the time records within the input time type groups to the result that is compared to
the threshold value, set Reverse Sign to No. To subtract durations of the time records within the input
time type groups from the result that is compared to the threshold value, set Reverse Sign to Yes.

8. Save your new time valuation.


9. Assign the time valuation to the time recording profiles of all employees who are to use this valuation type.

Results

The time valuation is now assigned to the relevant time recording profiles. This single time valuation is normally
assigned within a bundle of time valuations in any given time recording profile. Depending on how a bundle of
time valuations is configured, the following is possible:

● Single time valuations within a bundle can produce intermediate (hidden) results.
● If they’re defined as a UI component, time valuations can be visible on the UI.
● Single time valuations can be stored within the time sheet and be visible on the UI as a time pay type.

Task overview: Clock Time Recording [page 37]

Related Information

Defining Break Time Types (Clock Time-Based Recording Only) [page 38]
Setting Up Time Valuations for Clock Times [page 39]
Setting Up Dynamic Breaks [page 43]
Defining Scheduled Unpaid Breaks [page 45]
Overview of Clock Time Collisions [page 46]
Creating a Work Schedule [page 46]

2.2.4 Setting Up Dynamic Breaks


If you want, you can specify that employees are entitled to dynamic rather than fixed breaks. The difference
between the two is that fixed breaks are always at a particular time (for example, from 12:00- 12:45) whereas
dynamic breaks occur automatically after an employee has worked a certain amount of time (for example, after
6 hours of work they are entitled to a 45-minute break).

Prerequisites

Determine whether you want or need to use dynamic breaks. For instance, in many countries it is a legal
obligation to provide employees with a minimum break after a certain amount of working hours, so dynamic

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Implementation of Time Recording in SAP SuccessFactors PUBLIC 43
breaks are a convenient way to ensure that this happens automatically. Another benefit is that they will cover
“unexpected” working times – for example, if an employee comes in on Saturday when no fixed break exists in
the working schedule.

 Note

● If both fixed breaks and dynamic breaks are scheduled for the same day, the fixed breaks will always
take priority.
● Unlike with fixed breaks, employees cannot manually remove dynamic breaks from their working times.
They can shorten or extend the length of the break by changing their start/end times for the day, but a
proportionately determined break will always be automatically deducted from their working time.

Procedure

1. Add the new dynamic break field to jobInfo.


a. In the Admin Center, go to Manage Business Configuration.
b. Select jobInfo from the tree on the left-hand side and add a new field with these settings:
○ Identifier: dynamic-break-config-code
○ Section: Time Off Information
○ Label: Assign a name
○ Enabled: Yes
○ Details Visibility : Edit
2. Assign the necessary permission.
a. In the Admin Center, go to Manage Permission Roles.
b. Under Employee Central Effective Dated Entries Job Information Dynamic Break Configuration ,
select all the checkboxes.

3. In the Admin Center Manage Data , create an create a new MDF object for dynamic breaks. Give the
object an External Name and an External Code, and specify the following:

○ Method of Generating Breaks: Choose whether you want to generate breaks using partial deduction
(which will generate partial breaks if there's not enough recorded working time or absences left) or full
deduction (which could mean that the break starts earlier than specified in the dynamic breaks rule).
○ Gaps in Working Time: Choose whether you want the system to consider any and all gaps in working
time as breaks, or just ignore them.
○ Working Time and Accumulated Break in Minutes: Specify how long employees need to work before
they can take a break, and how long that break should be.
4. Assign the dynamic break object to all relevant users in jobInfo.

Task overview: Clock Time Recording [page 37]

Related Information

Defining Break Time Types (Clock Time-Based Recording Only) [page 38]

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44 PUBLIC Implementation of Time Recording in SAP SuccessFactors
Setting Up Time Valuations for Clock Times [page 39]
Setting Up Time Valuations for the Deduction of Break Times [page 42]
Defining Scheduled Unpaid Breaks [page 45]
Overview of Clock Time Collisions [page 46]
Creating a Work Schedule [page 46]

2.2.5 Defining Scheduled Unpaid Breaks

Add the start time and end time of the scheduled unpaid break to a work schedule day model.

Prerequisites

● You've created a work schedule day model and defined scheduled working time.

Procedure

1. Go to the Admin Center and choose Manage Data.


2. Open the work schedule day model to which you want to add the scheduled unpaid break.
3. Choose Take Action and Make Correction.
4. Go to the Segments section and set Category to Scheduled Unpaid Break.
5. Enter the start time and end time of the scheduled unpaid break.
6. Save your changes.

Task overview: Clock Time Recording [page 37]

Related Information

Defining Break Time Types (Clock Time-Based Recording Only) [page 38]
Setting Up Time Valuations for Clock Times [page 39]
Setting Up Time Valuations for the Deduction of Break Times [page 42]
Setting Up Dynamic Breaks [page 43]
Overview of Clock Time Collisions [page 46]
Creating a Work Schedule [page 46]

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Implementation of Time Recording in SAP SuccessFactors PUBLIC 45
2.2.6 Overview of Clock Time Collisions

Collision checks detect whether two time records can coexist. Learn more about which clock time records can
coexist (allowed collision) and which records can't coexist (denied collisions).

Table 9: Clock Time Collisions


Existing Time Record Absence Attendance On Call Break

Absence Denied collision Denied collision Denied collision Denied collision

Attendance Denied collision Denied collision Allowed collision Allowed collision

Generated Attendance Allowed collision Denied collision, the Allowed collision Allowed collision
generated attendance
is split/delimited.

On Call Denied collision Allowed collision Denied collision Allowed collision

Break Denied collision Allowed collision Allowed collision Denied collision

Extra Allowed collision Allowed collision Allowed collision Allowed collision

Parent topic: Clock Time Recording [page 37]

Related Information

Defining Break Time Types (Clock Time-Based Recording Only) [page 38]
Setting Up Time Valuations for Clock Times [page 39]
Setting Up Time Valuations for the Deduction of Break Times [page 42]
Setting Up Dynamic Breaks [page 43]
Defining Scheduled Unpaid Breaks [page 45]
Creating a Work Schedule [page 46]

2.2.7 Creating a Work Schedule

Create a work schedule to specify when a working day starts and ends.

Procedure

1. Go to the Admin Center and choose Manage Data.


2. Create a work schedule day model.
3. Specify a unique external name and external code.
4. Set Time Recording Variant to Clock Times.

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46 PUBLIC Implementation of Time Recording in SAP SuccessFactors
5. Go to the Segments section and set Category to Scheduled Working Time.
6. Enter the start time and the end time of the scheduled working time.
7. Save your changes.

Task overview: Clock Time Recording [page 37]

Related Information

Defining Break Time Types (Clock Time-Based Recording Only) [page 38]
Setting Up Time Valuations for Clock Times [page 39]
Setting Up Time Valuations for the Deduction of Break Times [page 42]
Setting Up Dynamic Breaks [page 43]
Defining Scheduled Unpaid Breaks [page 45]
Overview of Clock Time Collisions [page 46]

2.3 Duration Recording

Employees record for how long they work.

Duration recording is a method of time recording that is based on the duration of the work recorded for a
specific period. For example, the duration can the hours and minutes of a given day of work. Start and end
times of the recorded time aren’t considered.

With duration-based time recording, the work schedule doesn’t specify breaks. Breaks can’t be recorded by an
employee using this time recording variant because such time types can’t be assigned to the employee’s time
recording profile. Therefore, duration-based recorded times are always considered as net times, that is,
excluding breaks.

Defining Attendance Time Types [page 48]


Create time types and classify them as Attendance. Assign these time types to a time profile.

Setting Up Duration-Based Time Valuations [page 49]


To valuate duration-based times of your employees, you use the valuation type Aggregate Input Group &
Split. This valuation type aggregates input data from different input groups of time data (for example,
recorded working time and paid holidays) and then applies a predefined threshold.

Overview of Duration Collisions [page 51]


Collision checks detect whether two time records can coexist. Learn more about which duration
records can coexist (allowed collision) and which records can't coexist (denied collisions).

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Implementation of Time Recording in SAP SuccessFactors PUBLIC 47
2.3.1 Defining Attendance Time Types

Create time types and classify them as Attendance. Assign these time types to a time profile.

Context

The time type describes the business semantic of a time data record. For Time Sheet, time types with the
classification Attendance are relevant.

Procedure

1. Go to the Admin Center and choose Manage Data.


2. Create a time type.
3. Enter an external name and an external code that is no longer than 10 characters.
4. Set Classification to Attendance.
5. Select the time unit Hour(s).
6. To create a time type for a country/region, enter a country/region.

The country/region you enter here must match the country/region in the time profile to which this time
type is assigned.
7. Assign your attendance time types to the time profiles of all relevant employees.

Task overview: Duration Recording [page 47]

Related Information

Setting Up Duration-Based Time Valuations [page 49]


Overview of Duration Collisions [page 51]

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48 PUBLIC Implementation of Time Recording in SAP SuccessFactors
2.3.2 Setting Up Duration-Based Time Valuations

To valuate duration-based times of your employees, you use the valuation type Aggregate Input Group & Split.
This valuation type aggregates input data from different input groups of time data (for example, recorded
working time and paid holidays) and then applies a predefined threshold.

Procedure

1. Go to the Admin Center and choose Manage Data.


2. Create a time valuation and enter a unique external name and external code.
3. Set Valuation Type to Aggregate Input Group & Split.

The screen is refreshed.


4. Specify the valuation method.

The valuation method defines the basis on which the input time data is valuated, for example, whether
overtime is calculated on a daily or weekly basis.

○ To valuate time on a daily basis, select Valuate Per Day.


○ To valuate time on a weekly basis, that is, for the whole time sheet, select Valuate Whole Sheet.
○ To valuate time for the period up to and including the current date, select Valuate Up To Today.
5. Specify the threshold type.

○ To use a fixed value (for example, 8 hours per day), set Threshold Type to Fixed Value. In the Threshold
Value field, enter the number of hours that constitute your threshold.
○ To use a value calculated from a time type group (for example, the employee’s planned working time),
set Threshold Type to Time Type Group. In the Threshold Group field, enter a time type group that
defines how to calculate the threshold value.

You can enter a time type group from any time category as a threshold group.

 Note

If you enter a threshold group of time category Calculated Time, it must be calculated within the same
time valuation run as the output of another time valuation that is also assigned to the employee’s time
recording profile.

6. In the Time Type Group Below field, enter the time type group that collects the time valuation results up to
the given threshold value.

You can enter only time type groups from the Calculated Time time category.
7. In the Time Type Group Above field, enter the time type group that collects the time valuation results above
the given threshold value.

You can enter only time type groups from the Calculated Time time category.

 Note

You must specify a time type group below or a time type group above.

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Implementation of Time Recording in SAP SuccessFactors PUBLIC 49
8. In the Input Time Type Groups field, enter all relevant time type groups from which you calculate the output
of the time valuation.

You can enter a time type group from any time category as an input time type group.

 Caution

Within a time valuation, the input time type groups must be different from the time type groups
assigned to the time type group above and the time type group below.

 Note

If you enter an input time type group with an associated Calculated Time time category, it must be
calculated within the same time valuation run as the output of another time valuation that is also
assigned to the employee’s time recording profile.

 Tip

To add durations of the time records within the input time type groups to the result that is compared to
the threshold value, set Reverse Sign to No. To subtract durations of the time records within the input
time type groups from the result that is compared to the threshold value, set Reverse Sign to Yes.

9. Save your new time valuation.


10. Assign the time valuation to the time recording profiles of all employees who are to use this valuation type.

Results

The output time pay types generated by the valuation are saved to each individual employee's time valuation
result. They’re displayed in the time sheet assuming each time type group involved is set as a UI Component.
Employee Central Payroll can process approved time valuation results when you've set up the integration
between the Time Sheet and Employee Central Payroll.

Task overview: Duration Recording [page 47]

Related Information

Defining Attendance Time Types [page 48]


Overview of Duration Collisions [page 51]

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50 PUBLIC Implementation of Time Recording in SAP SuccessFactors
2.3.3 Overview of Duration Collisions

Collision checks detect whether two time records can coexist. Learn more about which duration records can
coexist (allowed collision) and which records can't coexist (denied collisions).

Table 10: Duration Collisions


Existing Time Record Absence Absence (Full Day) Attendance On Call

Absence (Partial) Allowed collision Denied collision Allowed collision Allowed collision

Absence (Full Day) Denied collision Denied collision Denied collision Denied collision

Attendance Allowed collision Denied collision Allowed collision Allowed collision

On Call Allowed collision Denied collision Allowed collision Allowed collision

Extra Allowed collision Allowed collision Allowed collision Allowed collision

Parent topic: Duration Recording [page 47]

Related Information

Defining Attendance Time Types [page 48]


Setting Up Duration-Based Time Valuations [page 49]

2.4 Time Collectors

Time collectors collect times over a certain period that differs from the period that is handled by a time
valuation.

Time valuations can only handle valuations within the time sheet. But sometimes times need to be collected
over a bigger or different period. Time collectors collect times over such periods. You can also use time
collectors to generate calculated results that can be used for other use cases such as accruals.

1. Setting Up Time Collectors [page 52]


Set up time collectors using time type groups and time recording profiles.
2. Setting Up Time Valuations for Time Collectors [page 53]
Define time valuations using the valuation type Compare Threshold with Input Groups and Count Events.

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Implementation of Time Recording in SAP SuccessFactors PUBLIC 51
2.4.1 Setting Up Time Collectors

Set up time collectors using time type groups and time recording profiles.

Context

Time collectors are a means of gathering time data independently of time sheet periods.

 Restriction

There are some restrictions on the use of time collectors:

● For performance reasons, a time recording profile can hold a maximum of 13 time collectors. Ensure
that the number of time type groups activated as time collectors doesn’t exceed that total in a given
time recording profile. No more than 3 out of the 13 can be Daily time collectors. The permitted total
number of weekly or monthly time collectors is 10.
● You can’t use time collectors to generate pay components. If the output group generates pay
components, you can’t use a time type group with collectors as the input group.
● Don't put time collectors in both the input group and the output group of a time valuation.
● Don't create time valuation alerts based on time collectors.

Procedure

1. Go to the Admin Center and choose Manage Data.


2. Create a time type group.
3. Make the entries you need as you would for any other time type group.
4. Set Time Collector Type to Yes.

The Time Collector Periodicity field appears.


5. In the Time Collector Periodicity field, select one of the following options:

○ Daily
○ Weekly
○ Monthly
6. If you select Weekly, specify a first day of the week.

The first day you specify doesn't have to be the same as the first day of the time sheet.
7. Save your new time type group.
8. Use your new time type group in a time valuation.

Task overview: Time Collectors [page 51]

Next task: Setting Up Time Valuations for Time Collectors [page 53]

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52 PUBLIC Implementation of Time Recording in SAP SuccessFactors
2.4.2 Setting Up Time Valuations for Time Collectors

Define time valuations using the valuation type Compare Threshold with Input Groups and Count Events.

Context

The valuation type Compare Threshold with Input Groups and Count Events, which is used with time collectors
acts as an event counter. It examines the time records from its input group each day and if the input exceeds
the threshold, the valuation counts one event. It also sets the amount of the corresponding day containers or
the whole result group to 1.

Procedure

1. Go to the Admin Center and choose Manage Data.


2. Create a time valuation and enter a unique external name and external code.
3. Set Valuation Type to Compare Threshold with Input Groups and Count Events.

The screen is refreshed.


4. Specify the valuation method.
5. Specify the threshold type.

○ If you select Fixed Value, enter a threshold value.


○ If you select Time Type Group, assign a threshold group from an existing time type group.
6. Specify a time type group below.
7. Specify a time type group above.

 Note

You must specify a time type group below or a time type group above.

8. In the Input Time Type Groups field, enter all relevant time type groups from which you must calculate the
output of the time valuation.

 Caution

Within a time valuation, the input time type groups must be different from the time type groups
assigned to the time type group above and the time type group below.

9. Save your new time valuation.


10. Assign the time valuation to the time recording profiles of all employees who are to use this valuation type.

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Implementation of Time Recording in SAP SuccessFactors PUBLIC 53
Results

The time valuation is now assigned to the relevant time recording profiles. This single time valuation is normally
assigned within a bundle of time valuations in any given time recording profile. Depending on how a bundle of
time valuations is configured, the following is possible:

● Single time valuations within a bundle can produce intermediate (hidden) results.
● If they’re defined as a UI component, time valuations can be visible on the UI.
● Single time valuations can be stored within the time sheet and be visible on the UI as a time pay type.

Task overview: Time Collectors [page 51]

Previous task: Setting Up Time Collectors [page 52]

2.5 Importing External Time Data

Import external time data so that data from external time recording systems is available in Time Sheet.

Context

You transfer external time data into a preconfigured template and upload this template to a staging area. In the
staging area, the data in the template is checked for consistency with the existing data in Time Sheet. If the
external time data is consistent, it’s used to generate time sheet entries.

You can import both duration-based time data and clock-time-based time data.

 Note

The recalculation job doesn't import external time data and external time records anymore.

 Remember

By default, the import job imports the last 20 weeks. However, you can import import time data from even
earlier weeks by setting the earliest possible recalculation date.

Procedure

1. Create an attendance time type for imported times.

Employees and time administrators can distinguish imported times from all other times in the time sheet.
2. Create a time profile for employees whose attendance time is imported from an external time recording
system.

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54 PUBLIC Implementation of Time Recording in SAP SuccessFactors
a. In the Default Import Attendance Time Type field, select your attendance time type for imported times.
b. In the Available Time Type section of the time profile, assign the default attendance time type for
imported times.
c. Control if employees can edit the imported times in their time sheet by setting Enabled in employee
self-service scenario.

If you set this field to Yes, employees can edit imported times in their time sheet.

If you set this field to No, only authorized employees such as time administrators can edit imported
times in the time sheet.
3. Assign this time profile in the job information of all employees whose attendance time is imported from an
external time recording system.
4. Download the template that you use to upload external time data.

a. Go to the Admin Center and choose Import and Export Data Download Template .
b. Go to Select Generic Object and select External Time Data.
c. Maintain the other fields as required and choose Download.
5. Fill the template with the required time data as shown in the table and create, for example, a CSV file for
upload.

Cell Value Comment

[OPERATOR]

userId The person ID of the employee You can find the person ID in the em­
ployee file, under Personal
Information Biographical
Information .

startDate The date of the recorded hours The user ID and start date are used as
the key business fields to identify the
uploaded working time per employee.

 Note
The date format in the template
must match the date format se­
lected during the file upload.

 Note
The date, once set, can’t be
changed.

hours The number of the recorded hours


that you want to upload for duration-
based employees

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Implementation of Time Recording in SAP SuccessFactors PUBLIC 55
Cell Value Comment

startTime The start time for clock-time-based  Note


employees
If you’re logged on in US English,
use the 12-hour clock for these
entries, in the format hh:mm:ss
am/pm. If you’re logged on in any
other language, including UK Eng­
lish, use the 24-hour clock in the
format hh:mm:ss.

endTime The end time for clock-time-based  Note


employees
If you’re logged on in US English,
use the 12-hour clock for these
entries, in the format hh:mm:ss
am/pm. If you’re logged on in any
other language, including UK Eng­
lish, use the 24-hour clock in the
format hh:mm:ss.

timeType The external code of the attendance Only relevant if you don't use the de­
time type fault.

deleteExternalTime Use this cell to remove already im­


ported times from the time sheet.

costCenter

category Attendance or Break Only relevant if you don't specify a


time type. If you select Attendance,
the default import attendance type
(specified in the time profile) is used.
If you select Break, the main break
time type (specified in the time pro­
file) is used.

6. Upload the file that contains the external time data to the staging area.

a. Go to the Admin Center and choose Import and Export Data Import Data .
b. Go to Select Generic Object and select External Time Data.
c. Ensure that the date format matches the date format in the import template.

Results

After you import external time data, the system immediately generates time sheet entries that are based on
the external time data.

The daily import job picks up the records that can't be imported because they contain errors. For each
erroneous record, an admin alert that explains the error is raised. The log of the import job contains additional
information about records that can't be imported.

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At the end of a time sheet week, these generated time sheets are submitted for approval. Unchanged time
sheets are submitted for approval automatically. If an employee changes an imported time sheet in the system,
that employee must manually submit the time sheet.

2.6 Premium Working Time

Premium working time is time that is paid at a special rate. SAP SuccessFactors supports time recording
scenarios for premium working time, in particular, allowances and on-call times.

Allowances are part of an employee's salary that is compensation for special working conditions, such as shift
work or high-risk work.

On-call duty is a form of employment duty. An employee isn’t present at the workplace but is ready and
available to be called into work for specific tasks.

No matter which type premium working time you want to implement, you always need to set up a time
valuation for premium pay.

Defining Allowance Types [page 57]


Enable employees to record allowances by creating allowance types. Assign your allowance types to the
time profiles of all relevant employees.

Defining On-Call Time Types [page 60]


Enable employees to record on-call time by defining time types with the classification On-Call. Assign
the time types to the relevant employee time profiles.

Setting Up Time Valuations for Premium Pay [page 61]


To make sure that employees receive a premium for time recorded on specific days or at specific times,
set up time valuations for premium pay. A premium is a payment made to employees for work that is
compensated at a special rate.

2.6.1 Defining Allowance Types

Enable employees to record allowances by creating allowance types. Assign your allowance types to the time
profiles of all relevant employees.

Context

Allowances are part of an employee's salary that is compensation for special working conditions, such as shift
work or high-risk work.

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Procedure

1. Go to the Admin Center and choose Manage Data.


2. Create an allowance type.
3. Enter an external name and a meaningful external code.
4. Select the time unit Hour(s).
5. Make the allowance type country-dependent by selecting a country.

The country you select must match the country in the time profile to which this allowance type is assigned.
6. Assign your required allowance types to the relevant employee time profiles.

Defining Time Sheet Validations [page 58]


Create a business rule for your time sheet validation.

Assigning Allowance Types to Time Profiles [page 59]


Assign allowance types to time profiles in the Available Allowance Type section of the relevant time
profile.

2.6.1.1 Defining Time Sheet Validations

Create a business rule for your time sheet validation.

Context

 Tip

To limit what users can enter in their time sheets, use time valuations rather than validation rules. Use
validation rules only when valuating allowances.

Validations are business rules that check time sheet entries for criteria you define. For example, you can define
a validation that checks whether a particular time type is allowed on a particular day of the week.

 Restriction

A general restriction is that validations can only check data entered per time type. They can't check the
total entered for all the time types in a time sheet.

Please also note that the Time Sheet Validation scenario has the following specific restrictions:

● You can't set any Always True flags.


● You can only raise messages with Error severity.
● contextUser is not supported:

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Procedure

1. Go to the Admin Center and choose Configure Business Rules.


2. Select the Time Sheet Validation scenario.

You might see a scenario called Time Sheet Validation (Deprecated). Please ignore this - it's now obsolete,
and shouldn't be used anymore.
3. Enter a rule name, rule ID, start date, and, if you need it, a description.
4. Choose Continue.
5. Enter the details of how you want to apply your time sheet validations.

The IF condition of your rule consists of one or more time sheet day objects.

 Note

At this time, only messages with severity Error are supported as possible output. If you enter messages
with severity Warning or Information, nothing is displayed.

6. Enter your validation rule in your desired time recording profile.

 Restriction

The system doesn't support time sheet validation by means of saveRules or validateRules directly
attached to the Employee Time Sheet object. Such validation can lead to exceptions when the
background jobs are processed.

Task overview: Defining Allowance Types [page 57]

Related Information

Assigning Allowance Types to Time Profiles [page 59]

2.6.1.2 Assigning Allowance Types to Time Profiles

Assign allowance types to time profiles in the Available Allowance Type section of the relevant time profile.

Context

After defining your attendance time types, break time types, on-call time types, and allowance types, you
assign them required to existing employee time profiles.

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Procedure

1. Go to the Admin Center and choose Manage Data.


2. Search for the relevant time profile.
3. Assign all required allowance types in the Available Allowance Type section.
4. Select an allowance type from the available options.
5. Maintain the Enabled in employee self-service scenario field.

○ To enable employees assigned to the time profile to record against this allowance type in their time
sheet, select Yes.
○ If you don’t want employees to record against this allowance type in their time sheet, select No. Only
the employee's supervisor or manager can record allowances of this type on behalf of an employee.
6. Define a unique external code for the allowance type.

Task overview: Defining Allowance Types [page 57]

Related Information

Defining Time Sheet Validations [page 58]

2.6.2 Defining On-Call Time Types

Enable employees to record on-call time by defining time types with the classification On-Call. Assign the time
types to the relevant employee time profiles.

Context

On-call duty is a form of employment duty. An employee isn’t present at the workplace but is ready and
available to be called into work for specific tasks. Examples include emergency maintenance or covering for
unforeseen absences of colleagues.

Create a time type for each on-call type you need.

Procedure

1. Go to the Admin Center and choose Manage Data.


2. Create a time type.
3. Enter an external name and a meaningful external code.

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4. In the Classification field, select On call.
5. Select the time unit Hour(s).
6. Make the time type country-dependent by selecting a country.

The country you select must match the country in the time profile to which this on-call time type is
assigned.
7. Assign your on-call time type to the relevant employee time profiles.

2.6.3 Setting Up Time Valuations for Premium Pay


To make sure that employees receive a premium for time recorded on specific days or at specific times, set up
time valuations for premium pay. A premium is a payment made to employees for work that is compensated at
a special rate.

Procedure

1. Go to the Admin Center and choose Manage Data.


2. Create a time valuation and enter a unique external name and external code.
3. Set Valuation Type to Filter Input Groups.

The time records filter and the time segment filter are displayed.
4. Apply the time records filter to the weekdays on which a premium is paid out.
5. In the time segments filter, add time segments for times for which a premium is paid out.
6. Specify the time type group below.

The group you choose contains input time data that fits all specified filter criteria.
7. Specify the time type group above.

The group you choose collects all input time data that doesn’t pass through the filter criteria defined for
this time valuation.
8. In the Input Time Type Groups field, enter all relevant time type groups from which you must calculate the
output of the time valuation.

You can enter a time type group from any time category as an input time type group.

 Note

If you enter an input time type group with an associated Calculated Time time category, it must be
calculated within the same time valuation run as the output of another time valuation. This time
valuation must also be assigned to the employee’s time recording profile.

9. Save your new time valuation.

 Caution

Within a time valuation, the input time type groups must be different from the time type groups
assigned to the Time Type Group Above and Time Type Group Below.

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10. Add the time valuation you created in the previous steps to the time recording profiles of all employees for
whom you wish to calculate premium pay.

Results

The output premium pay time pay types generated by the time record filter are saved to each individual
employee's time valuation result. They can be seen within the time sheet assuming each time type group
involved is set as a UI Component. Employee Central Payroll can process approved time valuation results when
you've set up the integration between the Time Sheet and Employee Central Payroll. The generated time
valuation results are saved in the time sheet, and are visible to employees within their individual time sheets.

2.7 Defining Time Type Groups

On the Manage Data screen, create a time type group and specify the field values as required.

Context

Time type groups allow you to assign sets of time types as the source of time data. They also allow you to
derive time data from the employee work schedule or holiday calendar. Time type groups are containers for
intermediate and final time pay types, which themselves form the basis of time valuation results for employees.

Time type groups used for output of a valuation must have the time category Calculated Time or Counted
Events. Users can't assign time types to them.

Procedure

1. Go to the Admin Center and choose Manage Data.


2. Create a time type group.
3. Enter a meaningful external name and external code.

For time type groups marked as being a time pay type, this name is used in data transfer to payroll
systems. This key must therefore remain stable after the time type group is created.

 Note

If the time type group is assigned as a time pay type, don't enter an external code that is longer than 10
characters.

4. Specify the values in the Valuation Result Category and Valuation Result Factor fields as required.

These two fields are relevant in the following scenarios:

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○ When you set up time type groups for time off in lieu of overtime pay.
○ When you take account of working time differences.

 Note

When you take account of working time differences, enter 1 as the valuation result factor.

5. Select a time category.

The time category indicates what kind of time data the time type group is holding, and what the source of
this time data is.

Time Category Description

Working Time, Recorded Overtime Attendance time types assigned to the time type group are
considered.

Paid Absences, Unpaid Absences, Time data is derived Time data is derived from times entered on the Payroll
from times entered on the Payroll Time Sheet UI. Only Time Sheet UI. Only timeTime data is derived from absen­
time entries that correspond to the set of Unpaid ces entered in Time Off. Only absences that correspond to
Overtime Relevant Absences the set of Absence time types assigned to the time type
group are considered.

Paid Holidays Time data is derived from the employee’s holiday calen­
dar.

Scheduled Working Time Time data is derived from the employee’s work schedule.

On-Call Time Time data is derived from times entered on the Payroll
Time Sheet UI. Only time entries that correspond to the
set of On-Call time types assigned to the time type group
are considered.

Unpaid Break Time data is derived from break times entered on the Pay­
roll Time Sheet UI. Only time entries that correspond to
the set of Unpaid Break time types assigned to the time
type group are considered.

Scheduled Unpaid Break Time data is derived from the clock times of scheduled
unpaid breaks within an employee's scheduled working
time, taken from the work schedule.

Calculated Time Time data is derived from the output of a time valuation.
You select Calculated Time, for example, when you want to
create time type groups above and time type groups be­
low, as part of a time valuation.

Counted Events As with calculated time, time data is derived from the out­
put of a time valuation. You select Counted Events, for ex­
ample, when you want to create time type groups above
and time type groups below, as part of a time valuation.

Flextime Bandwidth Time data is derived from the flextime bandwidth defined
in the work schedule.

Extra As with calculated time, time data is derived from the out­
put of a time valuation. You select Extra, for example,
when you want to create time type groups above and time
type groups below, as part of a time valuation.

6. Set UI Component and Time Pay Type to Yes.


7. Assign the time types relevant for this time type group.

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 Note

You can’t assign time types to time type groups with time category Calculated Time, Scheduled
Working Time, Counted Events, or Paid Holidays.

8. Specify whether the time type group is a time collector.

2.8 Time Valuations

Time valuations generate time valuation results, which provide the basis upon which employees are paid for the
time they record.

Time valuations process (valuate) input time data, calculate an employee's time, and generate time valuation
results. Time valuation results provide the basis upon which employees are paid for the time they record. You
must define time valuations to calculate time valuation results in Employee Central Time Sheet.

You define time valuations by assigning time type groups for the input of time data and output of calculated
times (hours), counted events, and by processing instructions on how to calculate these times from the time
data coming from the input time type groups.

This picture shows a simple time valuation using the time valuation type Aggregate Input Group and Split with
three input time type groups and a threshold group as the input of the valuation. The output of the valuation is
split with reference to the value from the threshold group, into:

● A time type group up to that value


● A time type group above that value

Depending on your requirements, you can define time valuations on a daily or weekly basis (for example, for
overtime calculation per day or per week) or on the basis of time collectors.

You can also set up the time data for input in a flexible way where, for example, specific absence time types are
taken or not taken into account for overtime calculation.

You can achieve this in a variety of ways. However, it is executed according to the valuation type you set within
each of your time valuation objects.

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2.8.1 Valuation Types

This is an overview of the valuation types provided by Employee Central Time Sheet.

Employee Central Time Sheet provides a number of valuation types. Each type of time valuation has its own
distinct use case. However, it is likely that you will use a combination of these valuation types to construct the
time valuation runs you require for the Time Sheet.

This table provides an overview of the time valuation types you can use and links to more detailed information:

Table 11: Available Valuation Types

Valuation Type Description Typically used for

Aggregate Input Group and Split Aggregates (combines) input data from Valuates duration-based time data
different input groups of time data and
Valuates clock time-based time data,
applies a pre-defined threshold to split
taking into account only the durations
the input time data into two distinct
of this data
output time type groups.

Filter Input Groups Valuates input time data using time re­ Valuates premium pay, based on cer­
cords filters. These filters are applied tain criteria such as weekday or shift
within the valuation to derive premium classification
pay.

Filter Segments from Input Groups Valuates input time data using time Valuates clock time-based time data,
segments filters. These filters are ap­ where explicitly defined time intervals
plied within the valuation to derive (segments) are extracted from clock-
clock-based times recorded by employ­ based recorded time
ees.

Deduct Group from Input Group Valuates input time data using deduc­ Valuates deductions from clock time-
tion groups. These groups are applied based time data, such as unpaid sched­
within the valuation to derive clock- uled breaks. Here, time intervals (seg­
based time recorded by employees. ments) contained in another time type
group (the deduction group) are ex­
tracted from clock-based recorded
time.

Difference Between Threshold and Input Calculates the difference between the Valuates the balance on a working time
threshold time type group and the in­ account that records instances where
put time type groups. an employee works less or more time
than planned.

Compare Threshold with Input Groups Acts as an event counter. It examines Used for time collectors.
and Count Events
the time records from its input group
each day and if the input exceeds the
threshold, the valuation counts 1 event.

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Valuation Type Description Typically used for

Compare Threshold with Comparison Compares the time type group defined Determining time off in lieu (TOIL) pay­
Group to Route Input
as comparison group against a fixed ments.
value and routes the data accordingly.

2.8.2 Creating Time Valuations That Raise Error Messages

To prevent employees from entering time values that aren't permitted, create time valuations that raise error
messages.

Procedure

1. Go to the Admin Center and choose Manage Data.


2. Create a time valuation and enter a unique external name and external code.
3. Set the valuation type.
4. In the Error Flag field, specify on which time type group the message is raised.
5. In the Error Message field, enter an appropriate message text.
6. Set Error Type to Error.
7. In the Input Time Type Group field, enter the time group to which the time valuation applies.

Results

If employees try to enter a time value that isn’t permitted, an error message is raised.

2.8.3 Setting Up Time Valuations That Prevent Time


Recording

To prevent employees from recording time on specific days at specific times, set up time valuations that
prevent time recording.

Procedure

1. Go to the Admin Center and choose Manage Data.

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2. Create a time valuation and enter a unique external name and external code.
3. Set Valuation Type to Filter Input Groups.

The time records filter and the time segment filter are displayed.
4. Apply the time records filter to the weekdays on which you want to prevent time recording.
5. In the time segments filter, add time segments for times for which you want to prevent time recording.
6. Specify the time type group below and the time type group above.

The time type group below contains input time data that fits all specified filter criteria. The time type group
above collects all input time data that doesn’t pass through the filter criteria defined for this time valuation.
7. Set Error Flag to Raise error message on time type group above.
8. In the Error Message field, enter an appropriate message text.
9. Set Error Type to Error.
10. In the Input Time Type Groups field, enter all relevant time type groups from which you must calculate the
output of the time valuation.

You can enter a time type group from any time category as an input time type group.

 Note

If you enter an input time type group with an associated Calculated Time time category, it must be
calculated within the same time valuation run as the output of another time valuation. This time
valuation must also be assigned to the employee’s time recording profile.

11. Save your new time valuation.

 Caution

Within a time valuation, the input time type groups must be different from the time type groups
assigned to the Time Type Group Above and Time Type Group Below.

12. Add the time valuation you created in the previous steps to the time recording profiles of all applicable
employees.

Results

If an employee tries to record time on days or at times when time recording is prevented, an error message is
displayed.

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2.8.4 Configuring the Sequence of Time Valuation Results

Configure how time valuation results appear in Time Sheet by using the external code of the time type group.

Prerequisites

Ensure that the UI Component field is set to Yes in the respective time type groups.

Context

The Week Summary Area of the time sheet contains a breakdown of the time valuation results for the displayed
calendar week time. Without specific configuration, these time valuation results appear in the Week Summary
Area in a random order. However, you can configure the sequence in which these time valuation results appear
in the time sheet.

Procedure

1. Sort the external code of the underlying time type group in a predefined order.
2. Specify external codes for the relevant time type groups with alpha-numeric values reflecting their sorting
order.

Results

You can control the sequence in which time valuation results are displayed in the Week Summary Area.

2.9 Time Accounts

Time accounts handle the difference between the actual and the planned working time. SAP SuccessFactors
supports working time accounts and time off in lieu.

In addition to processing by payroll, recorded working time can also be posted to time accounts. Time accounts
store the difference between the actual working time and the planned working time. SAP SuccessFactors
supports two types of time accounts: working time accounts and time off in lieu.

Working Time Account [page 69]


Working time accounts are used for a daily overtime and minus hours calculation that is added to or
deducted from the time account.

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Time Off in Lieu [page 72]
Time off in lieu is used for special overtime compensation. Employees eventually use this
compensation to record absences.

2.9.1 Working Time Account

Working time accounts are used for a daily overtime and minus hours calculation that is added to or deducted
from the time account.

1. Setting Up Time Valuations for Working Time Accounts [page 69]


To calculate balances on working time accounts, define time valuations using the valuation type
Difference Between Threshold and Input. Assign these time valuations to the time recording profiles of
all employees for whom you want to use working time accounts.
2. Setting Up Working Time Accounts [page 71]
To record variations from standard working time, set up working time accounts and specify which
employees can use them.

2.9.1.1 Setting Up Time Valuations for Working Time


Accounts

To calculate balances on working time accounts, define time valuations using the valuation type Difference
Between Threshold and Input. Assign these time valuations to the time recording profiles of all employees for
whom you want to use working time accounts.

Context

When you calculate balances on working time accounts, you record instances where an employee has worked
more or less time than planned and calculate the resulting balance.

Procedure

1. Go to the Admin Center and choose Manage Data.


2. Create a time valuation and enter a unique external name and external code.
3. Set Valuation Type to Difference Between Threshold and Input.

The screen is refreshed.


4. Set Valuation Method to Valuate Up To Today.

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The valuation stops with the current day. If users record time after the current day, the working time
account posting isn’t reflected under the balance on the working time account.
5. Specify the threshold type.

○ If you select Fixed Value, enter a threshold value.


○ If you select Time Type Group, assign a threshold group from an existing time type group.
6. Specify a time type group below.
7. Specify a time type group above.

 Note

You must specify a time type group below or a time type group above.

8. In the Input Time Type Groups field, enter all relevant time type groups from which you calculate the output
of the time valuation.

You can enter a time type group from any time category as an input time type group.

 Restriction

Don't use the Factor field for clock time valuations.

 Caution

Within a time valuation, the input time type groups must be different from the time type groups
assigned to the time type group above and the time type group below.

 Note

If you enter an input time type group with an associated Calculated Time time category, it must be
calculated within the same time valuation run as the output of another time valuation. This time
valuation must be assigned to the employee’s time recording profile.

 Tip

To add durations of the time records within the input time type groups to the result that is compared to
the threshold value, set Reverse Sign to No. To subtract durations of the time records within the input
time type groups from the result that is compared to the threshold value, set Reverse Sign to Yes.

9. Save your new time valuation.


10. Assign the time valuation to the time recording profiles of all employees who are to use this valuation type.

Results

The time valuation is now assigned to the relevant time recording profiles. This single time valuation is normally
assigned within a bundle of time valuations in any given time recording profile. Depending on how a bundle of
time valuations is configured, the following is possible:

● Single time valuations within a bundle can produce intermediate (hidden) results.
● If they’re defined as a UI component, time valuations can be visible on the UI.

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● Single time valuations can be stored within the time sheet and be visible on the UI as a time pay type.

Task overview: Working Time Account [page 69]

Next task: Setting Up Working Time Accounts [page 71]

2.9.1.2 Setting Up Working Time Accounts

To record variations from standard working time, set up working time accounts and specify which employees
can use them.

Context

Working time accounts record variations from standard working time. These variations are recorded by
calculating the balance of time worked in excess or falling short of standard working time. This balance is
calculated by comparing the time employees actually work with their work schedule.

Procedure

1. Create a time account type you can use to post data to a working time account.

 Note

Do not use a time account type that you already use for time off in lieu.

 Note

If you use period-end processing, do not use the account creation type Recurring for working time
accounts.

2. Assign your time account type for working time accounts to a time profile.

 Note

If Update Working Time Account Only When Changes Approved is activated, time sheet entries must be
approved before they're posted to the working time account.

3. Decide which of your time type groups should show the working time input.
4. Create a time type group.
a. Set Time Category to Calculated Time.
b. Set Time Pay Type to Yes.
c. Set Valuation Result Category to Difference in Working Time.

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d. In the Valuation Result Factor field, enter 1.
5. Create a time valuation.
a. In the Time Type Group Above field, select the time type group you've just created.
b. Set Valuation Type to Difference between Input and Threshold.
c. Choose a fixed threshold or a threshold group, such as scheduled working time.
d. In the Input Time type Group field, select the time type groups that show the working time input.
6. Add your time valuation to a time recording profile.
7. Assign this time recording profile to employees that are to use working time accounts.
8. Assign a time profile.

Results

Employees for whom you've gone through the above process can see the balance on their working time
account when they access their timesheet UI.

Task overview: Working Time Account [page 69]

Previous task: Setting Up Time Valuations for Working Time Accounts [page 69]

2.9.2 Time Off in Lieu

Time off in lieu is used for special overtime compensation. Employees eventually use this compensation to
record absences.

1. Setting Up Time Off in Lieu of Overtime Pay [page 73]


Set up Time Sheet so that calculated overtime hours are posted to employee-specific time off in lieu of
overtime pay (TOIL) time accounts when eligible employees save their time sheets.
2. Setting Up Time Valuations for Time Off in Lieu (TOIL) Payments [page 75]
To valuate time for time off in lieu (TOIL) payments, use the valuation type Compare Threshold with
Comparison Group to Route Input.

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2.9.2.1 Setting Up Time Off in Lieu of Overtime Pay

Set up Time Sheet so that calculated overtime hours are posted to employee-specific time off in lieu of
overtime pay (TOIL) time accounts when eligible employees save their time sheets.

Context

Time off in lieu of overtime pay is the compensation of employees for overtime worked by an entitlement to
paid leave, in addition to the regular entitlement to paid time off. It’s one of several methods by which
employees are compensated for time worked in excess of their regular working time.

 Restriction

Currently, you must decide at an organizational level which specific overtime compensation variant you
assign to employees.

Procedure

1. Create a time account type that supports time off in lieu of overtime pay as one form of overtime
compensation for employees.
a. Set the unit of the time account type to Hours.
b. Ensure that the time account type is clearly distinguishable from time account types with balances
that are built through regular accruals.
2. Create time types to take time off in lieu of overtime pay from the time accounts.
a. Set the unit of the time types to Hours.
b. Classify the time types as absences.
c. Ensure that the time types are clearly distinguishable from the time types for vacation, paid time off,
and so on.
d. Include the time types in the available time type of the relevant time profile.

 Caution

Ensure the correct posting of time off in lieu hours to the time off in lieu time account for an
employee. Configure the time account posting rules with the same time account type that you
specify in the time profile field Time Account Type for Time Off in Lieu.

3. Enhance time profiles assigned to employees with the time account type and time types for time off in lieu
of overtime pay.
a. In the Time Account Type for TOIL field of the time profile, select the time account type for time off in
lieu.
b. In the Available Time Type section of the time profile, add your time types for time off in lieu.

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 Caution

In the time profile, assign a time type that references the same time account type in the time
account posting rules as the time account type you specify in the Time Account Type for Time Off in
Lieu field.

 Note

To configure that time off in lieu postings require an approval, activate Update TOIL Account Only
When Changes Approved.

4. Based on your time account types, create time off in lieu of overtime pay time accounts for employees.

 Note

○ If you use a new hire process to onboard an employee, this stage may not be necessary.
○ If you enhance a time profile with a time account type for time off in lieu, use the Manage Time Off
Calendars feature in the Admin Center to create an account.

5. Create time type groups that valuate the base and premium components of calculated overtime.
a. Set Valuation Result Category to either Overtime Base or Overtime Premium.
b. Set Time Pay Type to Yes.
c. Specify the valuation result factor.

This factor converts time valuation results for calculated overtime to hours of time off in lieu.
6. Create time valuations that derive time valuation results for both the base and premium components of
calculated overtime.
7. Create time recording profiles that valuate overtime compensation for all eligible employees, and assign
your time valuation rules to these time recording profiles.

The time valuations you assign in the time recording profile derive all required time valuation results for
each employee assigned to the profile.

 Remember

The default compensation variant of the respective employee determines if the valuated overtime is
paid out to the employee or converted to time off in lieu. The overtime compensation is based on a
same set of time valuation results. Therefore, a time recording profile that valuates the calculated
overtime of an employee can lead to three different forms of overtime compensation.

8. Assign role-based permissions for the Default Overtime Compensation Variant field in the job information
and activate this field.
a. Assign role-based permission settings that grant view or maintenance permissions for the Default
Overtime Compensation Variant field to users who are assigned to the Employee Self Service, Manager,
and HR Role roles.
b. In the employee job information, activate the Default Overtime Compensation Variant field.
9. Configure the job information of your employees and assign the required default overtime compensation
variant to all eligible employees.
a. For each employee, go to Job Information.
b. Select one of your enhanced time profiles.

You enhance time profiles when you create time off in lieu of overtime pay time accounts.

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74 PUBLIC Implementation of Time Recording in SAP SuccessFactors
c. Select one of your time recording profiles.
d. In the Default Overtime Compensation Variant field, select either Payout and Time Off or Time Off.

By selecting Payout and Time Off, you specify that the portion of the calculated overtime of an
employee paid at the basic hourly rate is converted into time pay types and paid out. The premium
component of the calculated overtime of an employee is converted to time off in lieu of overtime pay
and posted to a dedicated time off in lieu time account.

By selecting Time Off, you specify that all calculated overtime of an employee is converted to time off
in lieu of overtime pay and posted to a dedicated time off in lieu time account.

Results

Employees can take time off in lieu that is posted to their time off in lieu time account immediately.

Task overview: Time Off in Lieu [page 72]

Next task: Setting Up Time Valuations for Time Off in Lieu (TOIL) Payments [page 75]

2.9.2.2 Setting Up Time Valuations for Time Off in Lieu


(TOIL) Payments

To valuate time for time off in lieu (TOIL) payments, use the valuation type Compare Threshold with Comparison
Group to Route Input.

Context

The valuation type Compare Threshold with Comparison Group to Route Input determines where time data
should go after another time type group, the comparison group, is compared with a given threshold value.

Procedure

1. Go to the Admin Center and choose Manage Data.


2. Create a time valuation and enter a unique external name and external code.
3. Set Valuation Type to Compare Threshold with Comparison Group to Route Input.

The screen is refreshed.


4. Specify the valuation method.
5. Specify the threshold type.

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○ If you select Fixed Value, enter a threshold value.
○ If you select Time Type Group, assign a threshold group from an existing time type group.
6. Specify a time type group below.
7. Specify a time type group above.

 Note

You must specify either a time type group below or a time type group above.

8. Specify a time type group as the comparison group.

The values of the threshold group or the threshold value are compared with this group.
9. In the Input Time Type Groups field, enter all relevant time type groups from which you must calculate the
output of the time valuation.

 Caution

Within a time valuation, the input time type groups must be different from the time type groups
assigned to the time type group above and the time type group below.

10. Save your new time valuation.


11. Assign the time valuation to the time recording profiles of all employees who are to use this valuation type.

Results

The time valuation is now assigned to the relevant time recording profiles. This single time valuation is normally
assigned within a bundle of time valuations in any given time recording profile. Depending on how a bundle of
time valuations is configured, the following is possible:

● Single time valuations within a bundle can produce intermediate (hidden) results.
● If they’re defined as a UI component, time valuations can be visible on the UI.
● Single time valuations can be stored within the time sheet and be visible on the UI as a time pay type.

Task overview: Time Off in Lieu [page 72]

Previous task: Setting Up Time Off in Lieu of Overtime Pay [page 73]

2.10 Flextime Bandwidth

To prevent flextime employees from recording extreme working times, flextime bandwidth defines the earliest
possible start time and the latest possible end time that a flextime employee can record.

Flextime allows employees to choose when they start and finish work, as long as they work for a certain
number of hours each week. However, this flexibility allows employees to record long working days, early start
times, and late end times. You can prevent employees from recording such extreme working times by

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implementing flextime bandwidth. Flextime bandwidth defines the earliest start time and the latest time that
flextime employees can record. Working time recorded outside the flextime bandwidth isn’t taken into account.

Before you can define flextime bandwidth, you need to define scheduled working time in the work schedule.
Scheduled working time defines the typical start and end time of a working day and is used as a calculation
basis for things such as weekly hours and overtime. You also define flextime bandwidth in the work schedule. To
define that the time recorded outside the flextime bandwidth isn’t taken into account, you create time type
groups and time valuations for flextime bandwidth. If necessary, you can also permit employees to record time
outside their flextime bandwidth.

1. Defining Flextime Bandwidth in a Work Schedule [page 77]


To specify the earliest and latest times employees are allowed to record working time, define flextime
bandwidth in a work schedule.
2. Creating a Time Type Group for Flextime Bandwidth [page 78]
Create a time type group for flextime bandwidth so that the flextime bandwidth you define in the work
schedule can be processed by the time valuation.
3. Setting Up Time Valuations for Flextime Bandwidth [page 79]
Define what happens when employees record time outside their flextime bandwidth.
4. Permission of Time Recording Outside the Flextime Bandwidth [page 81]
If exceptional circumstances require employees to record working time outside their flextime
bandwidth, you can permit employees to record such times.

2.10.1 Defining Flextime Bandwidth in a Work Schedule

To specify the earliest and latest times employees are allowed to record working time, define flextime
bandwidth in a work schedule.

Prerequisites

● You've defined scheduled working time in a work schedule.


● You've set the time recording variant of the work schedule to Clock Times.

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Procedure

1. Go to the Admin Center and choose Manage Data.


2. Open a day in a work schedule or a day model.
3. Go to a segment and set Category to Flextime Bandwidth.
4. Enter the start time and end time of the flextime bandwidth.
5. Save your changes.

Next Steps

Set up a time type group for flextime bandwidth.

Task overview: Flextime Bandwidth [page 76]

Next task: Creating a Time Type Group for Flextime Bandwidth [page 78]

2.10.2 Creating a Time Type Group for Flextime Bandwidth

Create a time type group for flextime bandwidth so that the flextime bandwidth you define in the work schedule
can be processed by the time valuation.

Procedure

1. Go to the Admin Center and choose Manage Data.


2. Create a time type group with a meaningful external name and external code.
3. Select the time category Flextime Bandwidth.

Task overview: Flextime Bandwidth [page 76]

Previous task: Defining Flextime Bandwidth in a Work Schedule [page 77]

Next task: Setting Up Time Valuations for Flextime Bandwidth [page 79]

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2.10.3 Setting Up Time Valuations for Flextime Bandwidth

Define what happens when employees record time outside their flextime bandwidth.

Prerequisites

● You've defined flextime bandwidth in the work schedule.


● You've created a time type group for recorded working time.
● You've created a time type group for flextime bandwidth.
● You've created a time type group for working time taken into account.
● You've created a time type group for working time not taken into account.

Procedure

1. Go to the Admin Center and choose Manage Data.


2. Create a time valuation and enter a unique external name and external code.
3. Set Valuation Type to Deduct Group from Input Groups.

The screen is refreshed.


4. In the Input Time Type Groups field, enter the time type group for recorded working time.

Recorded working time is used as the basis for the following calculations.
5. Assign the time type group for flextime bandwidth as the deduction group.

The recorded working time is filtered for time within and outside the flextime bandwidth.
6. Specify the time type group for working time taken into account as the time type group below.

Time recorded within the flextime bandwidth is taken into account.


7. Specify the time type group for working time not taken into account as the time type group above.

Time recorded outside the flextime isn't taken into account.


8. Specify what happens if an employee records time outside the flextime bandwidth. Use one of the following
options:

○ To prevent employees from recording times outside the flextime bandwidth, create an error message
on the time type group above.
○ To warn employees that time outside the flextime bandwidth isn't taken into account, create a time
valuation alert on the time type group above.
9. Save your new time valuation and assign it to the time recording profiles of the employees who use this
valuation type.

Creating Time Valuations That Raise Error Messages [page 66]


To prevent employees from entering time values that aren't permitted, create time valuations that raise
error messages.

Creating Time Valuation Alerts [page 80]

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Create time valuation alerts to notify employees and administrators of certain time valuation results.

Task overview: Flextime Bandwidth [page 76]

Previous task: Creating a Time Type Group for Flextime Bandwidth [page 78]

Next: Permission of Time Recording Outside the Flextime Bandwidth [page 81]

2.10.3.1 Creating Time Valuations That Raise Error Messages

To prevent employees from entering time values that aren't permitted, create time valuations that raise error
messages.

Procedure

1. Go to the Admin Center and choose Manage Data.


2. Create a time valuation and enter a unique external name and external code.
3. Set the valuation type.
4. In the Error Flag field, specify on which time type group the message is raised.
5. In the Error Message field, enter an appropriate message text.
6. Set Error Type to Error.
7. In the Input Time Type Group field, enter the time group to which the time valuation applies.

Results

If employees try to enter a time value that isn’t permitted, an error message is raised.

2.10.3.2 Creating Time Valuation Alerts

Create time valuation alerts to notify employees and administrators of certain time valuation results.

Context

 Note

Don't define alerts based on time collectors.

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Procedure

1. Go to the Admin Center and choose Manage Data.


2. Create a time valuation and enter a unique external name and external code.
3. Set the valuation type.
4. In the Error Flag field, specify on which time type group the message is raised.
5. In the Error Message field, enter an appropriate message text.
6. Set Error Type to Alert and Warning.

Results

If the time valuation creates a result for which you've defined a time valuation alert, the following happens: A
warning is displayed and an admin alert is created on the Admin Alerts 2.0 page.

2.10.4 Permission of Time Recording Outside the Flextime


Bandwidth

If exceptional circumstances require employees to record working time outside their flextime bandwidth, you
can permit employees to record such times.

Flextime bandwidth is intended to prevent employees from working at specific times. However, there can be
situations that require employees to work at unusual times. Examples include emergency situations and work
in different timezones. In such cases, managers or HR administrators can permit employees to work outside
the flextime bandwidth. If employees are permitted to record times outside the flextime bandwidth, these
times are taken into account.

You permit time recording outside the flextime bandwidth by defining extra time types, creating extra time type
groups, and by setting up time valuations for flextime violation.

1. Defining Extra Time Types [page 82]


Define extra time types so that users can record additional time information that further specifies
recorded attendance time.
2. Creating Extra Time Type Groups [page 82]
To process extra time types in time valuations, create an extra time type group.
3. Setting Up Time Valuations for Flextime Violations [page 83]
Define what happens when employees record time outside their flextime bandwidth and are allowed to
do so.

Parent topic: Flextime Bandwidth [page 76]

Previous task: Setting Up Time Valuations for Flextime Bandwidth [page 79]

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2.10.4.1 Defining Extra Time Types

Define extra time types so that users can record additional time information that further specifies recorded
attendance time.

Context

Collision checks prevent the recording of concurrent times for an employee. However, some scenarios require
that recorded attendance time is further specified. Extra time types enable users to further specify certain
attendance times without causing a collision.

Procedure

1. Go to the Admin Center and choose Manage Data.


2. Create a time type.
3. Enter an external name and a meaningful external code.
4. In the Classification field, select Extra.
5. Select the time unit Hour(s).
6. Assign the extra time types to the relevant employee time profiles.

Next Steps

To use the extra time type in a time valuation, create an extra time type group.

Task overview: Permission of Time Recording Outside the Flextime Bandwidth [page 81]

Next task: Creating Extra Time Type Groups [page 82]

2.10.4.2 Creating Extra Time Type Groups

To process extra time types in time valuations, create an extra time type group.

Procedure

1. Go to the Admin Center and choose Manage Data.

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2. Create a time type group with a meaningful external name and external code.
3. Select the time category Extra.
4. Assign the extra time type that you want to use in a time valuation.

Task overview: Permission of Time Recording Outside the Flextime Bandwidth [page 81]

Previous task: Defining Extra Time Types [page 82]

Next task: Setting Up Time Valuations for Flextime Violations [page 83]

2.10.4.3 Setting Up Time Valuations for Flextime Violations

Define what happens when employees record time outside their flextime bandwidth and are allowed to do so.

Prerequisites

● You've set up a time valuation for flextime bandwidth.


● You've defined an extra time type and created an extra time type group.
● You've created a time type group for working time outside the flextime bandwidth that is taken into
account.
● You've created a time type group for working time outside the flextime bandwidth that isn't taken into
account.

Procedure

1. Go to the Admin Center and choose Manage Data.


2. Create a time valuation and enter a unique external name and external code.
3. Set Valuation Type to Deduct Group from Input Groups.

The screen is refreshed.


4. In the Input Time Type Groups field, enter the time type group for time outside the flextime bandwidth.

Time outside the flextime bandwidth is used as the basis for the following calculations.
5. Assign the extra time type group as the deduction group.

The recorded working time outside the flextime bandwidth is filtered for time within and outside the extra
time period.
6. Specify the following time type group below: the time type group for working time outside the flextime
bandwidth that is taken into account.

Time recorded within the extra time period is taken into account.

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7. Specify the following time type group above: the time type group for working time outside the flextime
bandwidth that isn't taken into account.

Time recorded outside the extra time period isn't taken into account.
8. Specify what happens if an employee records time outside the extra time.
9. Save your new time valuation and assign it to the time recording profiles of the employees who use this
valuation type.

Task overview: Permission of Time Recording Outside the Flextime Bandwidth [page 81]

Previous task: Creating Extra Time Type Groups [page 82]

2.11 Creating Custom Fields for Time Sheet

Create custom fields in the Employee Time Sheet Entry and Allowance object definitions.

Context

If the standard fields for time sheet entries or allowances don’t cover all your requirements, you can create your
own custom fields in Time Sheet. Custom fields for Time Sheet are available in the Employee Time Sheet Entry
and Allowance objects. Custom fields defined there are available within the Details section of the time sheet.

 Note

In the Employee Time Sheet Entry object, don't assign rules in the Details section of a custom field to
determine its visibility based on conditions derived at runtime.

 Note

If you create custom fields and later delete them, both the custom fields and any content entered in them
are deleted.

 Note

Don't give your custom fields the same name as any of the existing standard fields.

 Note

Don't set custom fields to Required.

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Procedure

1. Go to the Admin Center and choose Configure Object Definitions.


2. Search for the Employee Time Sheet Entry object definition.

 Note

There's a separate Allowance object. You create custom fields for allowances in that object. To create
Allowance objects, choose Configure Object Definitions and select Allowance as the object. Data
entered in custom fields in the Allowance object doesn't affect time valuation and isn’t passed on to
Payroll.

3. Choose Make Correction Take Action .


4. Scroll down to the end of the Fields section.
5. In the first blank line of the section, enter a technical name in the Name field.
6. Specify a maximum length for your custom field and its data type.

The system will preface your chosen technical name with cust_ to denote it as a custom field.
7. Choose Details and add all required data for each of your custom field including an entry in the Label field.
a. Enter a field label.

The field label is the label of your custom field in the time sheet.
b. Ensure that the Visibility field is set to Editable.
8. Hide the Deviating Cost Center standard field by choosing Details and setting the Visibility field to Not
Visible (optional).

 Note

You can't hide the standard fields Duration and Time Type.

9. Choose Done and save your changes.

2.12 Single Record Approval

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2.13 Troubleshooting: Known Issues in Time Sheet

There are some known issues in Time Sheet.

Table 12: Known Issues


Description More Information

It’s strictly not supported to upload time sheet data directly


to a customer system using Admin Center Import and
Export Data .

You can't change the approval status of a time sheet using


Manage Data.

You can't make manual changes on time sheet entries or


time valuation results using Manage Data.

There are a number of issues you should be aware of when Implementing Employee Central Time Off
importing work schedules in Time Off with the template pro­
vided by export/import data.

Time Sheet doesn't use custom fields that are defined in the Avoiding Time Off Custom Field Issues [page 87]
Employee Time object. Therefore, these custom fields result
in an error when employees submit time sheets for approval.

Save Rule checks implemented in the Time Off module can Avoiding Issues Caused by Time Off Rule Checks [page 87]
affect processing in Time Sheet.

When you change ToDo Category from Generic Object Avoiding Issues when Changing the To Do Category [page
Change Requests to Time Sheet Requests, existing time 88]
sheet requests that haven't been approved are still displayed
in the generic section of the ToDo tile. After these existing
time sheet requests are approved, they remain in the generic
section of the ToDo tile and can’t be removed.

The MDF field property Private or Sensitive Information isn’t


respected in Time Sheet; the value is rendered as before
without masking.

Moving the rehire date can lead to data inconsistency when Avoiding Issues when Moving the Rehire Date [page 88]
there’s already a time sheet with valuation results at this fu­
ture point in time.

Various problems can occur when unchanged time sheets Avoiding Issues Caused by Unchanged Time Sheets [page
are recalculated. For example, a time sheet has been saved. 89]
Since then, a new custom field has been created that should
be filled using an onSave rule. If the new field is the only
change, the recalculation job doesn’t save the time sheets
again.

Avoiding Time Off Custom Field Issues [page 87]


Define that required custom fields are relevant only for Employee Central Time Off.

Avoiding Issues Caused by Time Off Rule Checks [page 87]


Ensure Save Rule checks from Time Off are not processed in Time Sheet.

Avoiding Issues when Changing the To Do Category [page 88]


Approve or decline all existing time sheet requests before changing ToDo Category.

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Avoiding Issues when Moving the Rehire Date [page 88]
To avoid data inconsistency, delete the valuation results before moving the rehire date.

Avoiding Issues Caused by Unchanged Time Sheets [page 89]


In the time management configuration object, temporarily set Switch off enhanced save for to All.

2.13.1 Avoiding Time Off Custom Field Issues

Define that required custom fields are relevant only for Employee Central Time Off.

Context

Employee Central Time Off allows the use of custom fields with required entries that are implemented using
the Employee Time object. Employee Central Time Sheet doesn't use custom fields that are defined in the
Employee Time object. Therefore, custom fields result in an error when employees submit time sheets for
approval. Although those fields are required, employees cannot access them, and the submission process fails.
You can avoid this issue by defining that the custom fields are only relevant for the time types of the category
Absence. This time type category is used only in Employee Central Time Off.

Procedure

1. Choose Admin Center Configure Object Definitions .


2. Edit the Employee Time object definition.
a. For each of your custom fields with a mandatory entry (Required = Yes), choose Details.
b. Set Field Id to timeType.category.
c. Set value to Absence.

You can create custom fields for Time Sheet by using the Employee Time Sheet Entry object. For more
information, see Creating Custom Fields for Time Sheet [page 84].

2.13.2 Avoiding Issues Caused by Time Off Rule Checks

Ensure Save Rule checks from Time Off are not processed in Time Sheet.

Context

Save Rule checks implemented in Time Off can affect processing in Time Sheet.

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Procedure

1. Check which Save Rule checks exist in Time Off.


2. Ensure that these rule checks are not processed in Time Sheet.

2.13.3 Avoiding Issues when Changing the To Do Category

Approve or decline all existing time sheet requests before changing ToDo Category.

Context

When you change ToDo Category from Generic Object Change Requests to Time Sheet Requests, existing time
sheet requests that haven't been approved are still displayed in the generic section of the ToDo tile. After these
existing time sheet requests are approved, they remain in the generic section of the ToDo tile and cannot be
removed.

Procedure

1. Approve or decline all existing time sheet requests.


2. Change ToDo Category to Time Sheet Requests.

2.13.4 Avoiding Issues when Moving the Rehire Date

To avoid data inconsistency, delete the valuation results before moving the rehire date.

Context

Moving the rehire date can lead to data inconsistency when there is already a time sheet with valuation results
at this future point in time.

Procedure

1. Delete the valuation results.

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2. Move the rehire date.

2.13.5 Avoiding Issues Caused by Unchanged Time Sheets

In the time management configuration object, temporarily set Switch off enhanced save for to All.

Context

Various problems can occur when unchanged time sheets are recalculated. For example, a time sheet has been
saved. Since then, a new custom field has been created that should be filled using an onSave rule. If the new
field is the only change, the recalculation job does not save the time sheets again.

Procedure

1. Go to the time management configuration object.


2. Set Switch off enhanced save for to All.
3. Recalculate your time sheets.
4. Set Switch off enhanced save for back to None.

2.14 Appendix: Time Recording Profile Examples

This appendix contains a number of examples illustrating possible use of the time recording profile.

The examples are defined for employees with the Positive time recording method, and either the Duration
or Clock Times time recording variant. However, the time valuations assigned to each time recording profile
would also be suitable for employees with the Negative time recording method.

The business requirements for base pay and overtime premium calculation underlying the time valuations are
the same for both time recording variants. However, as the Clock Times time recording variant requires that
breaks be deducted from attendance and absence times before base pay and overtime premiums can be
calculated, the time valuations are a bit more complicated in this case than for the Duration time recording
variant. So the first example shows how the business requirements are met by the time recording profile for the
Duration time recording variant, which has a smaller number of time valuations associated with it. Once this
example is understood, the time recording profile for the Clock Times time recording variant will show how
the time valuations need to be extended so that breaks are excluded from base pay and overtime premium
calculation.

Business Requirements for Base Pay and Overtime Premiums [page 90]
Employees are paid for all credited time, which includes working time, overtime, and time off for certain
paid absences and public holidays.

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Time Recording Profile For "Duration" Time Recording Variant [page 90]
For the Duration time recording variant’, a time recording profile supporting the use case description
above may look like this:

Time Recording Profile For "Clock Times" Time Recording Variant [page 97]
For the Clock Times time recording variant, a time recording profile supporting the use case description
above may look like this:

2.14.1 Business Requirements for Base Pay and Overtime


Premiums

Employees are paid for all credited time, which includes working time, overtime, and time off for certain paid
absences and public holidays.

The employees receive base pay for all credited time, plus overtime premiums for those parts of credited time
that are in excess of their planned working time. The overtime premium is 50% of base pay for the first 2 hours
in excess of planned working time per day, except for Sundays, where the overtime premium for the first 2
hours is 75%. Overtime in excess of 2 hours per day or 6 hours per week, respectively, is paid at a 100%
premium.

2.14.2 Time Recording Profile For "Duration" Time Recording


Variant

For the Duration time recording variant’, a time recording profile supporting the use case description above may
look like this:

Here are the results produced by these time valuations:

● Daily overtime
All relevant hours per day are checked against the employee’s planned working time. If more time is
recorded on a day than the planned working time, an overtime premium of 50% is generated.
● An enhanced overtime threshold
When daily overtime is calculated, the system checks:

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○ Whether more than 2 overtime hours are calculated per day. If so, the generated overtime pay type is
not 50% (as for the hours below 2), but 100%.
○ Additionally, whether more than 6 overtime hours are calculated in the work week. If so, the generated
overtime pay type is not 50%, but 100%.
● Higher overtime premium for work on Sundays
The overtime premium is normally 50% (unless it is the 3rd overtime hour on a day, or the 7th in a week),
but when the overtime is recorded on a Sunday, the overtime premium is 75% instead of 50%.
Additionally, there is a time valuation rule with which a specific time type “Overtime” can bypass all
automated overtime calculations. When this time type is recorded, time valuation treats these times
directly as overtime, regardless of whether the employee has worked more time than planned.

Duration - Time Valuation 1: DUR - Pos & Neg – Calculate Overtime [page 92]
In this example, the time valuation DUR – Pos & Neg – Calculate Overtime takes all overtime-relevant
time type groups as input - namely Recorded Working Time, Paid Absences, Unpaid Overtime Relevant
Absences, and Paid Holidays.

Duration - Time Valuation 2: DUR - Pos & Neg – Split Per Week – OT Premiums Below vs Above Threshold
[page 92]
The time valuation DUR – Pos & Neg – Split Per Week – OT Premiums Below vs Above Threshold takes
time type group Calculated Overtime from time valuation DUR – Pos & Neg – Calculate Overtime as
input, and combines it with time type group Recorded Overtime, which holds all time recorded against
attendance time types explicitly considered overtime, regardless of the overtime calculation rules.

Duration - Time Valuation 3: Split Per Day – OT Premiums Below vs Above Threshold [page 93]
Time valuation Split Per Day – OT Premiums Below vs Above Threshold takes time type group OT
Premiums <= Threshold Per Week from time valuation DUR – Pos & Neg – Split Per Week as input.

Duration - Time Valuation 4: Filter SUN vs MON-SAT – OT Premiums 75% vs 50% [page 94]
The purpose of this filter is to generate the highest overtime pay in different constellations. For
overtime on Sunday, 75% is granted, but only for the “normal” overtime hours (below 2 per day or
below 6 in the week) that are not paid at 100% already. These hours are not touched.

Duration - Time Valuation 5: Add Up – OT Premium 100% Per Day And Per Week [page 95]
Time valuation Add Up – OT Premium 100% Per Day & Per Week is to generate a time pay type of 100%
for the overtime hours above 2 hours per day or above 6 hours per week. It takes time type groups OT
Premiums > Threshold Per Day and OT Premiums > Threshold Per Week as input.

Duration - Time Valuation 6: DUR - Pos & Neg – Get Base Pay [page 95]
Finally, keep in mind that the employee is paid hourly, so you need to generate a base pay type for all
relevant hours, whether paid absence hours, paid holidays, attendance times, or the base hour portion
for the calculated overtime.

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2.14.2.1 Duration - Time Valuation 1: DUR - Pos & Neg –
Calculate Overtime

In this example, the time valuation DUR – Pos & Neg – Calculate Overtime takes all overtime-relevant time type
groups as input - namely Recorded Working Time, Paid Absences, Unpaid Overtime Relevant Absences, and
Paid Holidays.

For each day in the time valuation period, which in this example is the week from Sunday to Saturday, the hours
from the input time type groups are added up, and their total duration is compared with the duration of the
threshold group Scheduled Working Time, which represents the employee’s planned working time. Time in
excess of the daily planned working time is moved to the time type group above Calculated Overtime.

For example, if an employee records 4 hours' attendance time for the Business Travel time type, and 6 hours'
attendance time with the Working Time time type, the result shown in the Calculate Overtime time type group
would be 2 hours.

 Note

In this example, an input time type group Unpaid Overtime Relevant Absences is included in the overtime
calculation, although the hours from the corresponding absence time types are not paid. This is necessary,
for example, for the weekly overtime calculation when the employee is on 4 days' unpaid leave but works 10
hours on the 5th day. Then the 4 days' unpaid leave need to be counted into the weekly overtime
calculation. So this time valuation just serves to demonstrate that slightly different sets of credited hours
can be used to calculate overtime and base pay, respectively. Take a look also at Duration Example 6. DUR –
Pos & Neg – Get Base Pay below.

2.14.2.2 Duration - Time Valuation 2: DUR - Pos & Neg – Split


Per Week – OT Premiums Below vs Above Threshold

The time valuation DUR – Pos & Neg – Split Per Week – OT Premiums Below vs Above Threshold takes time type
group Calculated Overtime from time valuation DUR – Pos & Neg – Calculate Overtime as input, and combines
it with time type group Recorded Overtime, which holds all time recorded against attendance time types
explicitly considered overtime, regardless of the overtime calculation rules.

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This time valuation is relevant, for example, in those rare cases where an employee’s recorded time does not
exceed a specific threshold, but he receives an overtime payment anyway - for example, employees do not
record their times only on the basis of duration, meaning without start and end times. An employee works only
5 hours a day, but outside of his normally scheduled times (for example, in the evening). A daily overtime
calculation would not calculate overtime pay in this case because the employee is not exceeding the daily
threshold of, say, 8 hours' planned working time. However, by recording a time type that explicitly generates
overtime pay, the employee will get this additional payment.

The result of this time valuation will be to detect whether more than 6 hours' overtime have been calculated, or
recorded with the explicit overtime time type.

For the whole time valuation period, which in this example is the week from Sunday – Saturday, Calculated
Overtime and Recorded Overtime are added up, and their total duration is compared with a fixed value of 6
hours. So overtime up to 6 hours per week is moved to the time type group below OT Premium <= Threshold
Per Week, and distributed over the days of the week just like these overtime hours were recorded or calculated.
Similarly, overtime in excess of 6 hours per week is moved to the time type group above OT Premiums >
Threshold Per Week.

2.14.2.3 Duration - Time Valuation 3: Split Per Day – OT


Premiums Below vs Above Threshold
Time valuation Split Per Day – OT Premiums Below vs Above Threshold takes time type group OT Premiums <=
Threshold Per Week from time valuation DUR – Pos & Neg – Split Per Week as input.

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For each day in the time valuation period, the overtime below the weekly threshold is compared to a fixed value
of 2 hours per day. Overtime up to 2 hours per day is moved to the time type group below OT Premiums <=
Threshold Per Day, which thus holds all overtime hours that will receive a premium of either 50% (if the
overtime hours are worked on Monday – Saturday) or 75% (if the overtime hours are worked on Sunday). In
addition, overtime in excess of 2 hours per day is moved to the time type group above OT Premiums >
Threshold Per Day, which thus holds all daily overtime hours that will receive 100% premium.

2.14.2.4 Duration - Time Valuation 4: Filter SUN vs MON-SAT


– OT Premiums 75% vs 50%

The purpose of this filter is to generate the highest overtime pay in different constellations. For overtime on
Sunday, 75% is granted, but only for the “normal” overtime hours (below 2 per day or below 6 in the week) that
are not paid at 100% already. These hours are not touched.

Time valuation Filter SUN vs MON-SAT – OT Premiums 75% vs 50% takes the time type group OT Premiums <=
Threshold Per Day as input. Each day of the time valuation period is passed through a time records filter for
Day of Week = Sunday. All overtime below 2 hours per day recorded on a Sunday passes the filter and so is
moved to the time type group below Overtime Premium 75%.

Conversely, all overtime below 2 hours per day recorded on Monday – Saturday is retained by the filter and
moved to the time type group above Overtime Premium 50%. In contrast to the time type groups for
intermediate results of overtime calculation, such as OT Premiums <= Threshold Per Week or OT Premiums <=
Threshold Per Day, the time type groups for Overtime Premium 50% and Overtime Premium 75% represent
time pay types that will be transferred to payroll. This means that these time type groups need to be defined as
Time Pay Type = Yes.

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2.14.2.5 Duration - Time Valuation 5: Add Up – OT Premium
100% Per Day And Per Week

Time valuation Add Up – OT Premium 100% Per Day & Per Week is to generate a time pay type of 100% for the
overtime hours above 2 hours per day or above 6 hours per week. It takes time type groups OT Premiums >
Threshold Per Day and OT Premiums > Threshold Per Week as input.

For the whole time valuation period, the overtime hours in excess of 2 hours per day or 6 hours per week,
respectively, are added up and compared to a fixed threshold value of 0 hours. This means that all overtime
hours from the input time type groups are moved to time type group above Overtime Premium 100%, and
distributed over the days of the week just as they were recorded or calculated.

In contrast to the time type groups for intermediate results of overtime calculation, such as OT Premiums >
Threshold Per Day or OT Premiums > Threshold Per Week, the time type group for Overtime Premium 100%
represents a time pay type that will be transferred to payroll. So this time type group needs to be defined as
Time Pay Type = Yes.

2.14.2.6 Duration - Time Valuation 6: DUR - Pos & Neg – Get


Base Pay

Finally, keep in mind that the employee is paid hourly, so you need to generate a base pay type for all relevant
hours, whether paid absence hours, paid holidays, attendance times, or the base hour portion for the
calculated overtime.

This is the purpose of time valuation DUR – Pos & Neg – Get Base Pay, which takes all those pay-relevant time
type groups as input - namely Recorded Working Time, Recorded Overtime, Paid Absences, and Paid Holidays.

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For the whole time valuation period, the hours of the input time type groups are added up and compared with a
fixed threshold value of 0 (zero) hours. So all hours from the input time type groups are moved to time type
group above Base Pay, and distributed over the days of the week just as they were recorded or calculated.

In contrast to the input time type groups for Recorded Working Time, Recorded Overtime, Paid Absences, and
Paid Holidays, the time type group for Base Pay represents a time pay type that will be transferred to payroll.
So this time type group needs to be defined as Time Pay Type = Yes.

Remember, if you want to display this result to the employee in his Time Sheet, mark this time type group as
“UI relevant = yes” as well.

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2.14.3 Time Recording Profile For "Clock Times" Time
Recording Variant

For the Clock Times time recording variant, a time recording profile supporting the use case description above
may look like this:

Time Valuation

The examples of time recording profiles for the Duration and Clock Times time recording variants that are
explained in this Appendix both serve the same business use case and so basically yield the same time
valuation results. However, the Clock Times time recording variant adds a bit more complexity to the process.

For duration-based time recording, no break deduction is necessary. It is not possible to deduct breaks from
recorded duration-based times because we assume that the duration-based time that is recorded is already
the “net” time excluding breaks. For the Clock Times time recording variant with breaks defined in the work
schedule (or manually recorded breaks), breaks are not deducted automatically. Break deduction must be
configured in the time valuation rules and, for all times that are recorded and for all time type groups you use
for calculation purposes, break deduction needs to be set up in time valuation rules first. In general, it is only
possible to deduct breaks when their start and end times overlap with the start and end times of recorded
attendance or absence time. To deduct these breaks from the recorded or generated working time, it is
necessary to deduct break times from the relevant input time type groups first. This is the purpose of time
valuations 1 – 6 listed above. Time valuation 7 (below) adds up all overtime-relevant times without breaks, then,
before its result is plugged into time valuation 8 to determine calculated overtime.

Consequently, time valuations 1 – 8 in the time recording profile for the Clock Times time recording variant
correspond to time valuation 1 in the time recording profile for the Duration time recording variant. This is the
main point to keep in mind when doing overtime calculation based on the Clock Times time recording variant.

From then on, time valuations 9 – 13 in the time recording profile for the Clock Times time recording variant
corresponding to the time valuations 2 – 6 in the time recording profile for the Duration time recording variant’.
So these time valuations are basically the same.

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Finally, time valuation 14 in the time recording profile for the Clock Times time recording variant generates an
additional time pay type for hours worked between 18:00 – 24:00, serving as an example of pay type
generation based on clock times. This is not possible for the Duration time recording variant.

Clock Times - Time Valuation 1: CLT – Pos & Neg – Get Scheduled Working Time w/o Breaks [page 99]
Time valuation CLT – Pos & Neg – Get Scheduled Working Time w/o Breaks is defined for valuation type
Deduct Group From Input Groups. The primary purpose of this valuation type is to remove break times,
as defined by the deduction group, from the times included in the input time type group(s).

Clock Times - Time Valuation 2: CLT - Pos & Neg - Get Recorded Working Time w/o Breaks [page 99]
In time valuation CLT – Pos & Neg – Get Recorded Working Time w/o Breaks, recorded unpaid breaks
are removed from recorded working time. The respective times are represented by deduction group
Recorded Unpaid Breaks and input time type group Recorded Working Time, which are both derived
from time sheet entries for the time types assigned to the respective time type group.

Clock Times - Time Valuation 3: CLT - Pos & Neg - Get Recorded Overtime w/o Breaks [page 100]
In time valuation CLT – Pos & Neg – Get Recorded Overtime w/o Breaks, recorded unpaid breaks are
removed from recorded overtime.

Clock Times - Time Valuation 4: CLT - Pos & Neg - Get Paid Holidays w/o Breaks [page 101]
In time valuation CLT – Pos & Neg – Get Paid Holidays w/o Breaks, scheduled unpaid breaks are
removed from scheduled working time falling on a public holiday.

Clock Times - Time Valuation 5: CLT - Pos & Neg - Get Paid Absences w/o Breaks [page 101]
In time valuation CLT – Pos & Neg – Get Paid Absences w/o Breaks, scheduled unpaid breaks are
removed from paid absences recorded in Time Off.

Clock Times - Time Valuation 6: CLT - Pos & Neg - Get OT-Relevant Unpaid Absences w/o Breaks [page
102]
In time valuation CLT – Pos & Neg – Get OT-Relevant Unpaid Absences w/o Breaks, scheduled unpaid
breaks are removed from unpaid overtime-relevant absences recorded in Time Off.

Clock Times - Time Valuation 7: CLT - Pos & Neg - Get OT-Relevant Times w/o Breaks [page 103]
Time valuation CLT – Pos & Neg – Get OT-Relevant Times w/o Breaks takes all overtime-relevant time
type groups as input- that is, Recorded Working Time w/o Breaks, Paid Holidays (w/o Breaks), Paid
Absences (w/o Breaks), and OT-Relevant Unpaid Absences w/o Breaks.

Clock Times - Time Valuation 8: CLT - Pos & Neg - Calculate Overtime w/o Breaks [page 103]
This time valuation takes the overtime-relevant times without breaks from the time valuation CLT – Pos
& Neg – Get OT-Relevant Times w/o Breaks as input.

Clock Times - Time Valuation 9: CLT - Pos & Neg - Split Per Week - OT Premiums Below vs Above Threshold
[page 104]
This time valuation takes the time type group Calculated Overtime from time valuation CLT – Pos &
Neg – Calculate Overtime w/o Breaks as input, and combines it with the time type group Recorded
Overtime w/o Breaks, which holds all time (excluding breaks) recorded against attendance time types
that are explicitly considered overtime, regardless of the overtime calculation rules.

Clock Times - Time Valuation 10: CLT – Pos & Neg – Split Per Week [page 105]
This time valuation takes time type group OT Premiums <= Threshold Per Week from time valuation
CLT – Pos & Neg – Split Per Week as input.

Clock Times - Time Valuation 11: Filter SUN vs MON-SAT - OT Premiums 75% vs 50% [page 105]
This time valuation takes time type group OT Premiums <= Threshold Per Day as input.

Clock Times - Time Valuation 12: Add Up - OT Premium 100% Per Day & Per Week [page 106]

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This time valuation takes time type groups OT Premiums > Threshold Per Day and OT Premiums >
Threshold Per Week as input.

Clock Times - Time Valuation 13: CLT - Pos & Neg - Get Base Pay [page 107]
This time valuation takes all pay-relevant time type groups as input, i.e. Recorded Working Time w/o
Breaks, Recorded Overtime w/o Breaks, Paid Absences (w/o Breaks), and Paid Holidays (w/o Breaks).

Clock Times - Time Valuation 14: CLT - Pos & Neg - Get Working Time from 18:00 - 23:59 [page 108]
Finally, time valuation CLT – Pos & Neg – Get Working Time from 18:00 – 23:59 is an example for pay
type generation based on clock times, which is only possible for the Clock Times time recording
variant.

2.14.3.1 Clock Times - Time Valuation 1: CLT – Pos & Neg –


Get Scheduled Working Time w/o Breaks
Time valuation CLT – Pos & Neg – Get Scheduled Working Time w/o Breaks is defined for valuation type Deduct
Group From Input Groups. The primary purpose of this valuation type is to remove break times, as defined by
the deduction group, from the times included in the input time type group(s).

In this time valuation, scheduled unpaid breaks are removed from scheduled working time. The respective
times are represented by deduction group Scheduled Unpaid Breaks and input time type group Scheduled
Working Time, which are both calculated based on the work schedule assigned to the employee’s job
information. The result is a time type group that contains the “net” scheduled working time without breaks.

2.14.3.2 Clock Times - Time Valuation 2: CLT - Pos & Neg -


Get Recorded Working Time w/o Breaks
In time valuation CLT – Pos & Neg – Get Recorded Working Time w/o Breaks, recorded unpaid breaks are
removed from recorded working time. The respective times are represented by deduction group Recorded
Unpaid Breaks and input time type group Recorded Working Time, which are both derived from time sheet
entries for the time types assigned to the respective time type group.

 Note

For the Clock Times time recording variant with breaks defined in the work schedule, or manually recorded
breaks in the time sheet, you must create rules to deduct these breaks from the recorded attendance times
for the day.

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In time valuation CLT – Pos & Neg – Get Recorded Working Time w/o Breaks, recorded unpaid breaks and
scheduled unpaid breaks are removed from recorded working time. The respective times are represented by
deduction group Recorded Unpaid Breaks and input time type group Recorded Working Time, which are both
derived from time sheet entries for the time types assigned to the respective time type group.

The resulting time type group is “Recorded Working Time w/o Breaks”, which represents the net duration of
attendance times in case manual breaks have been recorded manually in time sheet, or been generated
automatically from the scheduled breaks defined in the employees’ work schedules. If you do not have
scheduled breaks defined in your work schedules, and do not breaks to be recorded manually in the time sheet,
this time valuation is not necessary.

2.14.3.3 Clock Times - Time Valuation 3: CLT - Pos & Neg -


Get Recorded Overtime w/o Breaks

In time valuation CLT – Pos & Neg – Get Recorded Overtime w/o Breaks, recorded unpaid breaks are removed
from recorded overtime.

The respective times are represented by deduction group Recorded Unpaid Breaks and input time type group
Recorded Overtime, which are both derived from time sheet entries for the time types assigned to the
respective time type group.

This time valuation is mostly the same as time valuation 2 above, the only difference being that the time type
here is used in the following time valuations to represent time relevant for overtime pay, without checking any
daily or weekly overtime thresholds. When employees record this time type and it overlaps with a manually
recorded break or a scheduled break generated based on the employee’s work schedule, you need this time
valuation rule.

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2.14.3.4 Clock Times - Time Valuation 4: CLT - Pos & Neg -
Get Paid Holidays w/o Breaks
In time valuation CLT – Pos & Neg – Get Paid Holidays w/o Breaks, scheduled unpaid breaks are removed from
scheduled working time falling on a public holiday.

The respective times are represented by deduction group Scheduled Unpaid Breaks and input time type group
CLT – Paid Holidays, which are calculated based on the work schedule and holiday calendar assigned to the
employee’s Job Information.

This valuation rule is necessary when you, for example, pay hourly employees for a public holiday according to
their work schedule, or when you need to use the planned time on a public holiday for overtime calculation. In
these constellations, you need to deduct the scheduled breaks according to the work schedule from the
scheduled working time. The result is the time type group “Paid Holidays”, and represents the “net” planned
time on a public holiday without the breaks.

2.14.3.5 Clock Times - Time Valuation 5: CLT - Pos & Neg -


Get Paid Absences w/o Breaks
In time valuation CLT – Pos & Neg – Get Paid Absences w/o Breaks, scheduled unpaid breaks are removed
from paid absences recorded in Time Off.

The respective times are represented by the deduction group Scheduled Unpaid Breaks and input time type
group CLT – Paid Absences, which are calculated based on the work schedule assigned to the employee’s Job
Information, or derived from absences recorded in Time Off for the time types assigned to time type group CLT
– Paid Absences, respectively.

For reasons of payment and overtime calculation, you need to deduct breaks from absences recorded in Time
Off as well. If you did not deduct those breaks, time valuation would calculate overtime when you calculate
against the schedule working time without breaks.

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Example

A 1-week vacation from Monday – Sunday with working days on Monday – Friday would count for hourly
payment / overtime calculation without break deduction in time evaluation:

● Monday: 08:00 - 17:00 = 9 hours


● Tuesday: 08:00 - 17:00 = 9 hours
● Wednesday: 08:00 - 17:00 = 9 hours
● Thursday: 08:00 - 17:00 = 9 hours
● Friday: 08:00 - 17:00 = 9 hours

So 9 hours base pay would be paid per day by time valuation, or, for a weekly overtime calculation, this would
result in 5 hours of overtime when the threshold is set to the scheduled working time without breaks time type
group. So, you must deduct the breaks even from absences for time sheet valuation. The result is the time type
group Paid Absences that does not include the break times.

2.14.3.6 Clock Times - Time Valuation 6: CLT - Pos & Neg -


Get OT-Relevant Unpaid Absences w/o Breaks

In time valuation CLT – Pos & Neg – Get OT-Relevant Unpaid Absences w/o Breaks, scheduled unpaid breaks are
removed from unpaid overtime-relevant absences recorded in Time Off.

The respective times are represented by deduction group Scheduled Unpaid Breaks and input time type group
Unpaid Overtime Relevant Absences, which are calculated based on the work schedule assigned to the
employee’s Job Information, or derived from absences recorded in Time Off for the time types assigned to time
type group Unpaid Overtime Relevant Absences.

For this rule, the same is applicable as for the Paid Absences. Breaks from the work schedule need to be
deducted.

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2.14.3.7 Clock Times - Time Valuation 7: CLT - Pos & Neg -
Get OT-Relevant Times w/o Breaks

Time valuation CLT – Pos & Neg – Get OT-Relevant Times w/o Breaks takes all overtime-relevant time type
groups as input- that is, Recorded Working Time w/o Breaks, Paid Holidays (w/o Breaks), Paid Absences (w/o
Breaks), and OT-Relevant Unpaid Absences w/o Breaks.

The hours of the input time type groups are added up and compared to a fixed threshold value of 0 hours per
day. So all hours from the input time type groups are moved to time type group above OT-Relevant Times w/o
Breaks, and distributed over the days of the week just as they were recorded or calculated.

Because, with the time valuation rules above, all input time type groups used in this valuation rule have been
reduced by the break times, the time valuation engine now has the “net” times with which further calculations
can be done. So, in this rule, all overtime-relevant net hours are summed up in the time type group “OT-
Relevant Times w/o Breaks”.

2.14.3.8 Clock Times - Time Valuation 8: CLT - Pos & Neg -


Calculate Overtime w/o Breaks

This time valuation takes the overtime-relevant times without breaks from the time valuation CLT – Pos & Neg
– Get OT-Relevant Times w/o Breaks as input.

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 Note

Time valuation CLT – Pos & Neg – Calculate Overtime w/o Breaks for the Clock Times time recording variant
corresponds to time valuation 1. DUR – Pos & Neg – Calculate Overtime for the Duration time recording
variant.

This time valuation takes the OT-Relevant Times w/o Breaks from time valuation CLT – Pos & Neg – Get OT-
Relevant Times w/o Breaks as input. For each day in the time valuation period, which, in this example, is the
week from Sunday – Saturday, the duration of the times from the input time type group is calculated and
compared with the duration of the times from the threshold group Scheduled Working Time w/o Breaks, which
represents the employee’s planned working time excluding breaks. Time in excess of the daily planned working
time is then moved to the time type group above Calculated Overtime.

2.14.3.9 Clock Times - Time Valuation 9: CLT - Pos & Neg -


Split Per Week - OT Premiums Below vs Above
Threshold

This time valuation takes the time type group Calculated Overtime from time valuation CLT – Pos & Neg –
Calculate Overtime w/o Breaks as input, and combines it with the time type group Recorded Overtime w/o
Breaks, which holds all time (excluding breaks) recorded against attendance time types that are explicitly
considered overtime, regardless of the overtime calculation rules.

 Note

Time valuation CLT – Pos & Neg – Split Per Week – OT Premiums Below vs Above Threshold for the Clock
Times time recording variant corresponds to time valuation 2. DUR – Pos & Neg – Split Per Week – OT
Premiums Below vs Above Threshold for the Duration time recording variant.

For the whole time valuation period, which, in this example, is the week from Sunday – Saturday, Calculated
Overtime w/o Breaks and Recorded Overtime w/o Breaks are added up, and their total duration is compared
with a fixed value of 6 hours. So overtime up to 6 hours per week is moved to the time type group below OT
Premium <= Threshold Per Week, and distributed over the days of the week just as these overtime hours were
recorded or calculated. Similarly, overtime in excess of 6 hours per week is moved to the time type group above
OT Premiums > Threshold Per Week and distributed over the days of the week.

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2.14.3.10 Clock Times - Time Valuation 10: CLT – Pos & Neg –
Split Per Week
This time valuation takes time type group OT Premiums <= Threshold Per Week from time valuation CLT – Pos
& Neg – Split Per Week as input.

 Note

Time valuation Split Per Day – OT Premiums Below vs Above Threshold is the same for both the Clock Times
and Duration time recording variants.

This time valuation takes time type group OT Premiums <= Threshold Per Week from time valuation CLT – Pos
& Neg – Split Per Week as input. For each day in the time valuation period, the overtime below the weekly
threshold is compared to a fixed value of 2 hours per day. Overtime up to 2 hours per day is moved to the time
type group below OT Premiums <= Threshold Per Day, and overtime in excess of 2 hours per day is moved to
the time type group above OT Premiums > Threshold Per Day.

2.14.3.11 Clock Times - Time Valuation 11: Filter SUN vs MON-


SAT - OT Premiums 75% vs 50%
This time valuation takes time type group OT Premiums <= Threshold Per Day as input.

 Note

Time valuation Filter SUN vs MON-SAT – OT Premiums 75% vs 50% is the same for both the Clock Times
and Duration time recording variants.

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This time valuation takes time type group OT Premiums <= Threshold Per Day as input. Each day of the time
valuation period is passed through a time records filter for Day of Week = Sunday. All overtime below 2 hours
per day recorded on a Sunday passes the filter and so is moved to the time type group below Overtime
Premium 75%. Conversely, all overtime below 2 hours per day recorded on Monday – Saturday is retained by
the filter and is moved to the time type group above Overtime Premium 50%.

In contrast to the time type groups for intermediate results of overtime calculation, such as OT Premiums <=
Threshold Per Week or OT Premiums <= Threshold Per Day, the time type groups for Overtime Premium 50%
and Overtime Premium 75% represent time pay types that will be transferred to payroll. For this reason, the
entry for Time Pay Type for these time type groups must be Yes.

2.14.3.12 Clock Times - Time Valuation 12: Add Up - OT


Premium 100% Per Day & Per Week

This time valuation takes time type groups OT Premiums > Threshold Per Day and OT Premiums > Threshold
Per Week as input.

 Note

Time valuation Add Up - OT Premiums 100% Per Day & Per Week is the same for both the Clock Times and
Duration time recording variants.

This time valuation takes time type groups OT Premiums > Threshold Per Day and OT Premiums > Threshold
Per Week as input. For the whole time valuation period, the overtime hours in excess of 2 hours per day or 6
hours per week, respectively, are added up and compared to a fixed threshold value of 0 hours. So all overtime
hours from the input time type groups are moved to the time type group above Overtime Premium 100%, and
distributed over the days of the week just as they were recorded or calculated.

Unlike the time type groups for intermediate results of overtime calculation, such as OT Premiums > Threshold
Per Day or OT Premiums > Threshold Per Week, the time type group for Overtime Premium 100% is
representing a time pay type which shall be transferred to payroll. For this reason, the entry for Time Pay Type
for this time type group must be Yes.

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2.14.3.13 Clock Times - Time Valuation 13: CLT - Pos & Neg -
Get Base Pay

This time valuation takes all pay-relevant time type groups as input, i.e. Recorded Working Time w/o Breaks,
Recorded Overtime w/o Breaks, Paid Absences (w/o Breaks), and Paid Holidays (w/o Breaks).

For each day in the time valuation period, which, in this example, is the week from Sunday – Saturday, the
duration of the times from the input time type groups is calculated and added up, and compared to a fixed
threshold value of 0 hours. So all hours from the input time type groups are moved to time type group above
Base Pay, and distributed over the days of the week just as they were recorded or calculated.

Unlike the input time type groups for Recorded Working Time w/o Breaks, Recorded Overtime w/o Breaks, Paid
Absences (w/o Breaks), and Paid Holidays (w/o Breaks), which just hold intermediate results of time valuation,
the time type group for Base Pay is representing a time pay type that will be transferred to payroll. For this
reason, the entry for Time Pay Type for this time type group must be Yes.

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2.14.3.14 Clock Times - Time Valuation 14: CLT - Pos & Neg -
Get Working Time from 18:00 - 23:59

Finally, time valuation CLT – Pos & Neg – Get Working Time from 18:00 – 23:59 is an example for pay type
generation based on clock times, which is only possible for the Clock Times time recording variant.

This time valuation takes time type group Base Pay from time valuation CLT – Pos & Neg – Get Base Pay as
input, and puts all time records included in that through a time segment filter for clock times from 18:00 –
23:59 in 24-hour format, which is equivalent to 6:00 PM – 11:59 PM in 12-hour format. All time records, or parts
of time records, that overlap with the time segment from 6:00 PM – 11:59 PM will be passing the filter and be
moved to time type group below Premium 18:00 – 24:00, which thus represents all payment-relevant times
between 6:00 PM – 11:59 PM.

 Restriction

Technical limitations mean that EC Time Management currently only supports clock times up to 23:59 /
11:59 PM, so it is not possible to record or evaluate clock times including or spanning midnight. This is why
time valuation CLT – Pos & Neg – Get Working Time from 18:00 – 23:59 in our example is only defined with
a filter for clock times from 18:00 – 23:59 / 6:00 PM – 11:59 PM.

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