R12.x Oracle Time and Labor Fundamentals

Transcription

1 Oracle University Contact Us: Toll Free: R12.x Oracle Time and Labor Fundamentals Duration: 4 Days What you will learn Oracle Time and Labor automates the entire time and attendance record-keeping process and provides an intuitive, web-based interface for time entry and approval. It offers a simplified way to submit, review, track and approve timecards. The goal of the Oracle Time and Labor course is to provide knowledge and understanding of the product and its key features. The course provides information on the features Oracle Time and Labor offers to support the common business processes. This course introduces the concepts of timecard and timekeeping in the workplace. The lessons in this course discuss using the OTL application to capture timecard information, configuring rules on validating, approving, and transferring time. The course covers topics on using Oracle Time and Labor Rules to auto-generate timecard details for workers based on enterprise policies. Course content includes information on using the OTL application to manage time effectively, details on managing time for other workers, using templates for flexible and quick timecard entry, and archiving timecards to release disk storage space. Learn To: Recognize the Oracle Time and Labor (OTL) product Create timecard building blocks in OTL Setup the different flexible implementation options that OTL provides Configure Oracle Time and Labor Rules (OTLR) Configure and assign time structures and policies to workers Archive and restore timecards Audience End Users Functional Implementer Sales Consultants Course Objectives Recognize the Oracle Time and Labor product Recognize the timecard building blocks Understand the different flexible implementation options that OTL provides Recognize the element setup process for OTL Learn how to define approval periods and styles for timecards Copyright 2017, Oracle. All rights reserved. Page 1

2 Understand time entry rules for validation Learn about timecard layouts and preferences Understand Oracle Time and Labor Rules (OTLR) Identify how the time management structures and policies fit together Configure OTLR Learn how to assign structures and policies to workers Transfer timecards to Batch Element Entry (BEE) and Oracle Projects Understand how to set up and use Change and Late Audit (CLA) Describe the advantages and flexibility of entry-level processing Use Timecard Dashboard Learn how OTL archives and restores timecard data Course Topics Introduction to Oracle Time and Labor Collecting Time Information Typical Time Management Steps Common Business Issues with Time Collection Oracle Time and Labor Overview OTL Solution to Common Business Issues Central Time Store Integration with Oracle E-Business Suite Integration with Oracle HR and Oracle SSHR Absence Modules Introducing the Timecard The Timecard Building Blocks Preferences Timecard Layouts Timecard Templates Approvals and Validation Disconnected Entry Implementation Options Implementation Scenarios OTLR and OTL Self-Service Oracle Time & Labor Rules (OTLR) Basic Setup Steps Security Setup Steps Time & Labor Rules and Preferences Linking Time Management Rules Copyright 2017, Oracle. All rights reserved. Page 2

3 OTL and Absence Integration - Setup Time Entry and Approval Rules Timecard Validation Timecard Edits Flexibility in Approvals Application Sets Time Entry Rules for Validation Time Categories Time Entry Rule Groups Time Entry Rule Formulas Approval Periods and Styles Approvals Relating Approval Definitions Recurring Periods Approval Periods Approval Styles Approval Notifications Using Elements in OTL Elements for Time & Labor Element Information Defining Elements in OTL Linking Elements in OTL Element Sets Element Time Information for Oracle Time and Labor Rules (OTLR) Additional Element Information Mappings and Retrieval Processes Accessing Time Information Mappings Mapping Components Generate Flexfield Mappings OTL Information Types Flexfield Retrieval and Deposit Processes Retrieval Rules Approval Statuses Timecard Layouts and Preferences Timecard Flexibility Using Oracle Time & Labor Timecard Layouts Predefined Layout Styles Timecard Preferences Templates Alternate Names Eligibility Rules Defining OTLR Structures Introducing Oracle Time and Labor Rules (OTLR) The OTLR Timecard Configuring OTLR Copyright 2017, Oracle. All rights reserved. Page 3

4 Preferences for OTLR Required Set Up For OTLR Holiday Calendars Shifts, Work Plans, and Rotation Plans Earning Groups Defining OTLR Policies Defining Policies Time Management Policies Hour Deduction Policy Shift Differential Policy Premium Eligibility Policy Premium Interaction Policy Earning Policy Policy Maintenance and Implementation Verification Assigning Structures and Policies Assigning Structures and Policies Assigning Rules to a Worker: Required Data Assigning Rules to a Worker: Optional Data Running the Person/Assignment Table List Viewing Employee Assignment Information Folder Transferring Timecards to BEE and Oracle Projects Time Entry using Oracle Time & Labor Process Flow for Transferring Timecards to BEE or Oracle Projects Transfer Timecards to BEE or Oracle Projects Retrieval Error Handling Report Applying Schedule Rules to Timecards Applying Schedule Rules to Timecards Timecard Exception Entry Using Batch Element Entry (BEE) Batch Status Review Interfacing to Oracle Projects Rollback from BEE Using OTL Reports Employee Time Folder Entry Level Processing Features of Entry Level Processing Entry Level Processing Page Time Entry Rules for Validation Time Entry Rule Groups Entry Level Processing Rule Using Entry Level Processing Extended Timecard Validation Change and Late Audit (CLA) Features of Change and Late Audit (CLA) Audit Information Page Process Flows Copyright 2017, Oracle. All rights reserved. Page 4

5 Setup Steps for Change and Late Audit Defining Change and Late Entries Time Entry Rules and Categories Putting Change and Late Audit Rules Together for Timecard Entry Entering a Timecard to initiate Change and Late Audit Timekeeper Features of Timekeeper Managing Time for Others Super, Regular, and Limited Timekeeper Self-Service Line Manager Using Timekeeper Entry Configuring Timekeeper Entry Window Timekeeper Gropus and Entry Mass Edits on the Timecards Self-Service Line Manager Features of Self-Service Line Manager Supervisor Hierarchy Search Options My List Features Manager Options from the Recent Timecards Page Using the Timecard Status Dashboard Using the Timecard Status Dashboard Archiving and Restoring Timecards Archiving Archiving Processes Restoring Timecards Copyright 2017, Oracle. All rights reserved. Page 5