HCM: Local Configuration Guide - Time and Labor

This document contains the local configuration decisions made for use in deployment of the Time and Labor Module of the Oracle’s PeopleSoft Human Capital Management 9.2 application.  As such, all additional documentation must be in agreement with the related items described herein.  Should conflict arise with information contained in another document, the data in this document shall be considered valid and that of the other shall be deemed incorrect. No information should be deleted once initial configuration has been completed.

The Time and Labor Global Configuration Guide explains necessary tables needed to setup an institution in the PeopleSoft system.  The order of the configuration tables presented in this document adheres to the table setup sequence required to successfully set up all tables.

Group Creation Security

Identify the data available to specified users when they create and view groups.

There are no different security requirements that the Department Security would not take care of. This security item is maintained by Customer Support and is set up according to a global principle for all permission lists.

Group Creation Security Page Example

Navigation: NavBar > Navigator > Set Up HCM > Security > Time and Labor Security > Group Creation Security

Security:

  • ZZ Payroll Configuration (Customer Support Only)

Menu: DEFINE_TIME_AND_LABOR
Component:
TL_GROUP_FIELD_SEC
Page:
Group Creation Security
Action:
UD

Dynamic Group

Create and update dynamic groups, define the criteria, and preview the groups. This security item is maintained by Customer Support and is set up according to a global principle for all permission lists. Dynamic groups define the population for Time Administration and mass schedule change.

Dynamic Group Page Example

Navigation: NavBar > Navigator > Set Up HCM > Security > Time and Labor Security > Dynamic Group

Security:

  • ZD TL Admin View Config

Menu: DEFINE_TIME_AND_LABOR

Component: TL_DYNAM_GRP

Page: Dynamic Group

Action: A/UD

 

TL Permission List Security

Create security that corresponds to a user's ability to access data for groups of time reporters.

Recommendations for the system are as follows:

Employees  1 day Prior Period Access. No Future Time Access.

Payroll Admin/T&L Admin  6 months Prior Period Access. No Future Time Access.

http://ctclinkreferencecenter.ctclink.us/m/79733/l/1121018-9-2-managing-t-l-timesheet-permissions
TL Permission List Security Page Example

Navigation: NavBar > Navigator > Set Up HCM > Security > Time and Labor Security > TL Permission List Security

Security:

  • ZZ TL Maintain Local Config
  • ZD TL Admin View Config
  • ZD TL View Local Config

Menu: DEFINE_TIME_AND_LABOR

Component: TL_GRP_SECURITY

Page: Row Security Permission List

Action: UD

TRC Program

Define TRC access in a timesheet (employee, manager/admin, admin only), order in which TRCs show up on a timesheet, and which TRCs show up on a timesheet for a given population.

TRC Program Page Example

Navigation: NavBar > Navigator > Set Up HCM > Product Related > Time and Labor > Time Reporting > TRC Program

Security:

  • ZD TL Admin View Config

Menu: DEFINE_TIME_AND_LABOR

Component: TL_TRCPGM_PNLGRP

Page: TL_TRC_PNL1

Action: A/UD

Template-Built Rules

Use templates to create the rules applied in time administration processing.

Template-Built Rule Page Example

Navigation: NavBar > Navigator > Set Up HCM > Product Related > Time and Labor > Rules and Workgroups > Template-Built Rules

Security:

  • ZD TL Admin View Config

Menu: DEFINE_TIME_AND_LABOR_RULES

Component: TL_TA_RULE_TMPLT

Page: Template-Built Rules

Action: A/UD

Rule Programs

Specify the set of rules to be executed during Time Administration processing.

Rule Programs Page Example

Navigation: NavBar > Navigator > Set Up HCM > Product Related > Time and Labor > Rules and Workgroups > Rule Programs

Security:

  • ZD TL Admin View Config

Menu: DEFINE_TIME_AND_LABOR

Component: TL_RULE_PGM

Page: Rule Programs

Action: A/UD/DA/C

Workgroups

Create a group of time reporters who share identical

  • Rule program
  • TRC program
  • Holiday schedule
  • Schedule
  • Approval setup

Usually organized by employee class

Workgroups Page Example

Navigation: NavBar > Navigator > Set Up HCM > Product Related > Time and Labor > Rules and Workgroups > Workgroup

Security:

  • ZD TL Admin View Config

Menu: DEFINE_TIME_AND_LABOR

Component: TL_WKG_MAIN_PNLGRP

Page: TL_WRKGP_DEF

Action: A/UD/DA/C

Schedules

Specify a pattern of scheduled times that an employee can see on their timesheet. Defined globally. New schedules must be reported to Customer Support if needed.

Schedules Page Example

Navigation: NavBar > Navigator > Set Up HCM > Product Related > Time and Labor > Schedule Configurations > Schedules

Security:

  • ZD TL Admin View Config

Menu: DEFINE_TIME_AND_LABOR

Component: SCH_DEFINITION

Page: Schedule

Action: A/UD/DA/C

Time and Labor Rules

Use to create the rules applied in time administration processing.

Rule Page Example

Navigation: NavBar > Navigator > Set Up HCM > System Administration > Utilities > Build Time and Labor Rules > Rules

Security: Role Being Defined

Menu: DEFINE_TIME_AND_LABOR_RULES

Component: TL_RULES

Page: Rules

Action: A/UD

Premium Shift Rate Table

Define shift rates by college.

Shift differential rates need to be defined for every college as per E-196 customization.  Time and Labor looks at this custom table, but Payroll looks at the Earnings Table located at Set Up HCM > Product Related > Payroll for North America > Compensation and Earnings > Earnings Table.  Both of these values must be in sync for Time and Labor and Payroll to remain consistent as of 5/11/2018.  

Additionally, Set Up HCM > Product Related > Payroll for North America > Compensation and Earnings > Shift Table must be defined before setup can be done in this custom page.  Shift Table setup is a Payroll SME function.

Premium Shift Rate Table Page Example

Navigation: NavBar > Navigator > Set Up HCM > CTC Custom > Premium Shift Rate Table

Security:

  • ZD HR Local Config VW
  • ZD TL View Local Config
  • ZZ TL Maintain Local Config

Menu: CTC_E196_SHIFT_RULE_MENU

Component: CTC_SHIFT_RATE_CMP

Page: CTC_SHIFT_RATE_PG

Action: A/UD