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Oracle Time

Management

Application Reference

ManualRelease 11

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Oracle Time Managem ent App lication Reference Manu al, Release 11, part nu mber

A58823-01

Copyr ight Oracle Corpor ation 1998

Primary Auth or: Joycelyn Smith.

Contributing Au thors: Lind a Fillmore , Fred Lievertz, Mary Goldiner

This document w as prep ared to assist the customer in the use of the Oracle Time

Managem ent Time and Atten dan ce System app lication. Its contents may not be used for

any other pu rpose withou t written permission. The material contained herein is sup pliedwithout representation or w arranty of any kind including any implied w arranties or

merchantability. Oracle Corpor ation assum es no respon sibility and sh all have no liability

of any kind from the sup ply or use of this docum ent and th e material it contains Oracle

Corpor ation h as no liability except for the cost of the License Fee and in no event shall it

be liable from consequential dam ages.

This publication could include technical inaccura cies or typogr aph ical errors. Chan ges

are period ically made to th e information herein; these changes will be incorpor ated in

new ed itions of the pu blication.

These are licensed m aterials for internal and customer u se only, all rights reserved,

including the right to photocopy, reproduce, translate, or make other reproductions of

this document or any part thereof.

All other products or company names are used for identification purposes only, and may

be tradema rks of their respective own ers.

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Contents i

Contents

Preface Preface................................................................................................................... i

Au dience For This Guide ............................................................................. ii

How This Guide is Organized ................................................................... iii

Other Inform ation Sour ces ......................................................................... iv

Abou t Oracle................................................................................................. vi

Than k You .................................................................................................... vii

Chapter 1 Introduction ................................................................................................... 1 - 1

Chapter 2 Oracle Time Management Functions........................................................ 2 - 3

Oracle Time Managem ent Timekeep ing Function s ............................ 2 - 2

Chapter 3 Forms Descriptions....................................................................................... 3 - 1

Oracle Time Management Forms .......................................................... 3 - 2Timecard .................................................................................................... 3 - 3

Holid ay Calendar ..................................................................................... 3 - 7

Work Plan................................................................................................ 3 - 10

Rotation Plan .......................................................................................... 3 - 14

Shift ....................................................................................................... 3 - 16

Project Accou ntin g ................................................................................. 3 - 19

Varian ce ................................................................................................... 3 - 22

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ii Oracle Time Management Application Reference Manual

Earning Group ........................................................................................ 3 - 24

Earning Policy ........................................................................................ 3 - 26

Hou r Ded uction Policy ......................................................................... 3 - 33

Shift Differen tia l Policy ......................................................................... 3 - 35Premium Eligibility Policy ................................................................... 3 - 38

Premium Interaction Policy .................................................................. 3 - 41

Chapter 4 Reports Description...................................................................................... 4 - 1

Rep ort Conventions ................................................................................. 4 - 2

HXT951A Organ ization Variance Calculation ............................... 4 - 3

HXT952A Location Variance Calcu lation........................................ 4 - 5

HXT953A Earnin g Var iance Calcu lation ......................................... 4 - 7

HXT956A Earn ing Policy Table Listing ........................................... 4 - 9

HXT956B Hou r Deduction Policy Table Listing .......................... 4 - 12

HXT956C Shift Differential Policy Table List ing .......................... 4 - 14HXT956D Premium Eligibility Policy Table Listing .................... 4 - 16

HXT956E Premium Interaction Policy Table Listing ................... 4 - 18

HXT957A H oliday Calendar Table Listing ................................... 4 - 20

HXT957B Work Plan Table Listing................................................. 4 - 22

HXT957C Rotat ion Plan Table Listing ........................................... 4 - 24

HXT957D Shift Table Listin g........................................................... 4 - 26

HXT957E Project Account ing Table List ing .................................. 4 - 28

HXT957F Variance Table Listing .................................................... 4 - 30

HXT957G Earnin g Grou p Table Listin g ........................................ 4 - 32

HXT957H Oracle Time Man agement Total Table Entries ........... 4 - 34

HXT957I Person/ Assignm ent Table Listing ................................. 4 - 36

HXT958A Actua l and Rounded Time Pu nch Inq uiry ................. 4 - 38HXT956A Earn ing Policy Table Listing ......................................... 4 - 40

HXT964A Missin g Timecard Inquiry ............................................. 4 - 42

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Preface i

Preface

elcome to Release 10.7 of the Oracle Time Man agement

application.

This Application Reference Manual contains detailed descriptions of

the Oracle Time Managem ent forms needed to set up time andattend ance tables, set up p olicies, and enter time. These form s used

with HRMS provid e a comp rehensive personnel time and attendan ce

system. The last section describes in detail the reports that can be

generated by the Oracle Time Management p rodu ct, wh ich p rovide

man agement with labor prod uctivity information.

This preface explains th e organ ization of the App lication Reference

Manu al and introdu ces other u seful sources of information.

W

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ii Oracle Time Management App lication Reference Manual

Audience For This Guide

This guide is a d etailed source of information about using th e Oracle

Time Management app lication. It contains overviews and task and

reference inform ation for:

Oracle HRMS users

payroll managers and staff

financial managers an d others involved in financial

management and control

implementation teams and consultants

Oracle HRMS system administrators

Attention: This guide includes some information on the basic

setup of employees, work stru ctures and compensation and

benefits applicable to Oracle HRMS installations. However,

for detailed information on the imp lementation and u se of

Oracle HRMS, please refer to the Oracle HRMS Users Guid e.

The Oracle Time Management Application Reference Manual assumes you

have a basic un derstand ing of hu man resour ces managem ent and

timekeep ing concepts and som e familiarity with Oracle HRMS. If you

have not yet been introd uced to the system, we sugg est you attend one

or m ore of the Oracle HRMS training classes available throu gh Or acle

Edu cation Services (see Other Inform ation Sources).

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Preface iii

How This Guide is Organized

Introduction

Chapter 1 p rovides an ov erview of the Oracle Time Managem ent

prod uct and how it relates to Oracles HRMS.

Oracle Time Management Functions

Chap ter 2 describes the fun ctionality of Oracle Time Man agement for

this release.

Forms Descriptions

Chap ter 3 provid es a field -by-field d escription of all forms .

Reports

Chapter 4 d isplays all Oracle Time Managem ent report layouts and

includ es a sum mary description of each.

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Preface v

Oracle HRMS Technical Reference Manual

This manual contains database d iagrams and a d escription of Oracle

HRMS da tabase tables, forms, reports, and program s. This informat ion

helps you convert data from you r existing app lications, integrate Oracle

HRMS with other non -Oracle applications, and w rite custom reports.

Oracle Time Management Users Guide

This man ual contains the information you n eed to set up timekeeping

tables and use them with Oracle HRMS to manage p ersonnel time and

attendance.

Oracle Time Management Technical Reference Manual

This man ual provides information for und erstanding the un derlying

structure and processing of the Oracle Time Management app lication. It

includ es information for converting an d integrating existing ap plications

with Oracle Time Management an d w riting custom rep orts for your

Oracle Time Managemen t applications.

Oracle Time Management Implementation Guide

This guide provid es information you need to successfully implement

Oracle Time Man agement in you r specific hard ware an d operating

system software environm ent.

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vi Oracle Time Managem ent Application Reference Manua l

Training

We offer a comp lete set of formal training courses to h elp you and your

staff fully u nd erstand Oracle Time Man agement an d quickly reach full

prod uctivity. We organize these courses into functional learning paths,

so you take on ly those courses ap prop riate to your job.

You have a choice of edu cational environ men ts. You can attend cou rses

at any one of our m any Edu cation Centers, or you can arran ge for our

trainers to teach at your facility. In add ition, Oracle training

professionals can tailor stand ard courses or d evelop custom courses tomeet your n eeds. For example, you m ay wan t to includ e information on

your internal procedures as part of a training course on using the

system.

Support

From on-site sup port to central sup port, our team of experienced

professionals continually provide you with w hatever help and

information you need to keep Oracle Time Managem ent wor king for

you . This team includes you r technical Representa tive, Accoun t

Manager and Oracles largest staff of consu ltants and sup port specialists

with expertise in hu man resource, payroll managem ent , timeman agement, and Oracle database management and you r particular

hardw are and software environment.

About Oracle

Oracle develops and markets an integrated line of software p rodu cts for

information m anagement, app lications d evelopm ent, decision sup port,

and office au tomation. Its family of app lications prod ucts includ es

financial, manufacturing, human resource and time manag ementapplications.

Oracle p rodu cts are available for m ainframe, minicomp uters, and

personal compu ters and p ersonal digital assistants. This allows

organizations to integrate d ifferent comp uters, different op erating

systems, different netw orks, and even different database m anagement

systems, into a single unified information resource.

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Preface vii

Oracle offers p rodu cts, along w ith related consulting, edu cation, and

sup port services, in most countries around the world. Oracle is the

world s largest supp lier of database man agement software and services.

Thank You

Thanks for using Oracle Time Man agement an d this App lication

Reference manual.

We value your comments and feedback. At the end of this guide is a

Readers Comm ent Form. We invite you to u se this form to explain wh at

you like or dislike about Oracle Time Management App lication or this

reference manu al. Mail your comm ents to the following add ress or call

us directly at (650) 506-7000.

Oracle Applications Documentation Manager

Oracle Corporation

500 Oracle Parkway

Redw ood Shores, CA 94065

USA

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Introduction 1 1

Introduction

ralce Time Managem ent is a seamless integration of two

products: Oracles HRMS (Hu man Resour ce Managemen t

System) and Oracle Time Managem ent System. Together they

provid e comp lete time accounting. This chapter describes the

features of the Oracle Time Management prod uct.

O

CHAPTER

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1 - 2 Oracle Time Management Application Reference Manual

Time Collection Management

Oracle Time Management provides a central collection point for editing,

balancing, and m anaging time and attend ance data prior to submitting

to Oracle HRMS for processing. It also autogenerates timecards based

on specified criteria. Therefore, personnel time can be comp letely

consolidated an d v alidated prior to su bmission to payroll.

System Setup and Administration

Oracle Time Man agement allows you to set up your comp anys holiday

calendars, earning codes and po licies, shift and shift differential po licies,

work and rotation plans, prem ium eligibility and interaction policies.

Once these tables and policies have been established, em ployees may be

assigned to them , and th ese rules will be app lied to au tomatically

generating timecards an d v erifying against manu ally entered timecards.

Group Time Entry

Oracle Time Management has mu ltiple levels of functionality and

security access. The system p rovides group time entry, which allows a

user to enter, modify, and delete time d ata for a particular grou p or

group s. This group can be identified by compan y, organization, and

position, or wh atever grouping th e system h as been set up for.

Exception Data Entry

Oracle Time Management allows entry of data exceptions for alltimecards, whether or not they have been autogenerated. This provid es

greater flexibility in making time and prem ium adjustments , in

reporting absences and ind icating alternative work schedu les.

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Introduction 1 3

Human Resource Management

Oracle Time Man agement m erges the H RMS database w ith timekeeping

data to p rovide real-time labor d istribution and resource allocation

information for managers at all levels.

Historic Database

A time d ata history can be kept indefinitely, which pr ovides

man agement w ith a pool of HR, payroll, and time entry information

wh ich can be used to analyze and imp rove labor processes and control

costs. Shared data allow global changes to be mad e in one place, thus

furth er lowering costs and increasing efficiency.

Project Accounting

Projects can be tracked by h ours or dollars, which w ill allow a m anagerto request reports on d ata for a particular p eriod, or for a range of dates

to use in projections and forecasting.

Timekeeping Reports

Oracle Time Man agement p rovides several reports w hich include d etail

data allowing man agement to identify problems as they occur. Variance

reports based on user-defined r ules can be pr odu ced au tomatically.

Resource Allocation

Oracle Time Man agement facilitates labor m anagement. Promp t

intervention to cover labor shortages can occur d ue to variety of data

available regard ing absences, overtime, shift changes, etc.

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Oracle Time Managem ent Functions 2 - 1

Oracle TimeManagement Functions

racle Time Man agement provid es a variety of timekeeping

services. This chap ter briefly describes the functionality of the

Oracle Time Managemen t system.

For more information on Oracle Time Man agement functions, see theOracle Time Management Users Guide.

O

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Oracle Time Management Timekeeping Functions

Oracle Time Man agement includ es the following timekeeping functions:

System Setup and Adm inistration

Time Data Entry

Time Data History

Time Data Expor t

Time Data Managem ent

Time Data Validation

T & A (Time and Accoun ting) Autogen Job Run

Work Plans

Holiday Calendar Definition

Comp any/ Location Organization

Earning Policies

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System Se tup and Administration

The system setup and adm inistration feature performs the following

functions:

1. Provid e definition of a companys profile.

2. Provid e tables for setting up payroll ru les and policies.

3. Ensure payroll rules and policies can be tracked and m aintained.

Time Data Entry

The time d ata entry feature p erforms the following functions:

1. Sup port multiple time records by person.

2. Sup port mu ltiple pay periods.

3. Sup port daily time entry.

4. Identify edit errors and report online.

5. Notify user wh en T & A records received for person not on database.

6. Provide a record edit function that allows payroll user to view and

correct records th at are in error.

7. Provide entry of hour ly time entry data, includ ing unlimited earnings

such as r egular, overtim e, double time, shift, etc.

8. Provide for entry of dollar amou nts, by earnings code and dep artment

and/ or job.9. Provide for entry of time-in and time-out, by earnings code and

department and/ or job.

10. Allow exception pr ocessing data entry.

11. Provide entry of job cost and/ or labor distribution data, project/ work

orders, and hours.

Time Data History

The time d ata history feature performs th e following functions:

1. Provide un limited time data history.

2. Make history available for online inquiry and hard -copy reporting.

Time Data Export

The time d ata export feature p erforms the following functions:

1. Allow time data to be exported to payroll.

2. Allow time data to be subm itted to General Ledger.

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Time Data Management

The time d ata man agement feature performs th e following functions:

1. Define the expected num ber of hour s allowed on a daily, weekly,

biweekly, semi-mon thly, monthly p ay p eriod and year-to-date for each

person.

2. Display a summ ary of time recorded , by person or payroll.

3. Report on T & A data for employees and non -emp loyees.

Time D ata Validation

The time data validation feature performs th e following functions:

1. Validate inciden ces of persons charging more hours than allowed u nd er

organization ru les.

2. Iden tifies and rep orts on duplicate, missing, or incomp lete tran sactions.

3. Valida te online correction of errors.

T & A (Time and Accounting) Autogen Job Run

The T & A Autogen Job Run feature performs th e following functions:

1. Produ ce autogenerated transactions such as regular salary, regularhou rs, overtime hour s, overtime premiu ms, miscellaneous p remium s,

special paym ents, longevity p ay, paid absences, off sched ule p remium s,

shift differentials, mass payments.

2. Produ ce hard -copy edit reports.

3. Allow the user to view and change online the edited T & A and autogen

transactions.

Work Plans

The work p lans feature p erforms the following fun ctions:

1. Allow the user to create unlimited schedules: shifts, shift d ifferentials,

rotation, and w ork plans.2. Allow the user to change work schedu les, shifts, and rotation plans in

real time online.

Holiday Calendar Defini tion

The Holiday Calend ar Definition feature p erforms the following functions:

1. Allow the user to create and m aintain online holiday schedules.

2. Allow the user to view and correct created calendars.

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Company/Location Organization

Oracle Time Management provid es company and / or location organization

functionality, includ ing the ability to:

1. Define average, high, and low maximum and m inimum hou rs by

company and / or location, for variance checking of each p erson in those

comp anies and / or locations.

2. Define code values, ru les and p ay policies, tolerances, and oth er

pertinent information at comp any, location and earning code levels.

3. Define un its of time measu re for time reporting.

4. Provide for round up method (in m inutes) of persons time to the next

measur able un it.

Earning Pol icies

The Earn ing Policies featu re perform s the following functions:

1. Autom ate the handling of work hou r variable pay rules such as those

defined by u nion agreements, state rules, FLSA w eek one and two r ules,

etc.

2. Define rou nd ing limit.

3. Link premium interaction and pr emium eligibility.4. Exclud e or includ e specific earnings from p aid time off accru als or

benefit calculations.

5. Generate prem iums based on inpu t hou rs, or time input on a daily basis.

6. Generate and retain history on user-defined automated earnings and

premiums

7. Provide for automatic generation of prem ium pay based on holiday

schedule.

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2 6 Oracle Time Management Applications Reference Manual

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Forms Description s 3 1

Forms Descriptions

racle Time Management forms provide flexibility in performing

your timekeeping functions. This chapter displays the forms in

Oracle Time Managemen t and describes in detail all the fields on

each. Add itional comm ents and recommend ations for entry are also

provided.

O

CHAPTER

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Oracle Time Management Forms

Oracle Time Management includes the following forms:

Timecard

Holiday Calend ar

Work Plan

Rotation Plan

Shift

Project Accoun ting

Variance

Earning Group

Earning Policy

Hou r Ded uction Policy

Shift Differen tial Policy

Premium Eligibility Policy

Premium Interaction Policy

Each form p erforms sp ecific functions. The following section describes those fun ctions, the

prerequ isites for the forms, and the p rescribed navigation from the Navigator wind ow.

Add itional comments and recomm ended entry are italicized, and optional field entry is noted.

All fields are requ ired u nless otherw ise ind icated . Also, if a field has a recomm end ed List of

Values that can be selected, picklist is enclosed in p arentheses.

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Timecard

Standard menu path: \ navigate \ Time Accounting\ Entry/ Validation/ Approval.

Use this form to enter, up date, and r eview timecards, whether created man ually or

au togenerated . Exception d ata entry (absences, vacation, etc.) can be done on manua lly entered

or autogenerated timecards.

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Field Descriptions

Payroll Pay frequ ency ind icator. Select the payroll per iod desired . These

(Picklist) payrolls and pay periods have p reviously been established in H RMS.

Period End Payroll end d ate. Once the payroll has been selected, pay p eriods

(Picklist) corr esp on d in g to th e p ayr oll frequ en cy ar e av ailable in a List of Valu es.

Select the desired end date.

Batch Payroll batch num ber. This nu mber is system generated if the timecard

(Picklist) d isp layed has been au togen erated ; h ow ever, for m an ually en tered

timecards payroll batches must be pre-established in PayMIX so that

they may be selected as the time is entered. For manu ally entered

timecards, select the app ropriate batch num ber.

Batch Status Payroll batch indicator. This field is system generated and shou ld

always display Hold (Hold batch)as long as time entry is in progress.

Other statuses that may d isplay includ e:

Ready (Ready for transm ittal)

Validated (Validated and ready to transfer)

Transferred (Transferred to Payroll)

Employee N o Employee identification nu mber. This identification n um ber was

(Picklist) establish ed on th e Person form wh en th e em ployee w as set u p. Th e List

of Values contains th e emp loyee name as well as identification n um ber.

Full N ame Comp lete name of the emp loyee. This field is pop ulated w hen

(Picklist) Employee No is selected .

Approver Full nam e of person respon sible for approving timecard . This field is

(Picklist) requ ired on ly if you r com pan y h as a p olicy im posin g ap proval before

timecard su bmission to payroll. Only those having Approver auth ority

should be allowed to select the App rover nam e. Select the approp riate

Approver name.

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Date Approved Date and time stamp w hen the App rover nam e is selected. This field

is popu lated as soon as the App rover nam e is selected.

Timecard Status Error indicator. This field is system generated an d h as two statuses:

E (timecard has errors) or blank(timecard h as no errors).

Date Worked Day in pay period. Enter the date of pay p eriod OR date in w hich

you w ish to enter exception on timecard.

DOW Day of the week. The system genera tes the first three letters of the day of

the w eek in th is field wh en the Date Worked field is entered.

Assignment Assignm ent number of emp loyee. An assignm ent number un iquely

(Picklist) iden tifies an employees role and payroll in the organ ization. If an

emp loyee has m ultiple assignments, he w ill have mu ltiple assignm ent

nu mbers. Select Assignmen t num ber from the List of Values.

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Hours Total nu mber of hou rs worked. Enter nu mber of hou rs employee

worked or allotted for hours type.

In Beginning time of wor k day or time emp loyee clocked in. Enter time

emp loyee arrived in military time. Military time covers a twenty-four-

hou r period an d is entered in th e range from 00:00 to 23:59.

Out Ending time of work day or time employee clocked ou t. Enter timeemp loyee left in military time.

Hours Type Absence category assigned to hour s worked . Note: Select the

(Picklist) ap prop riate absen ce for th is day; oth erw ise, d o n ot en ter th is field .

Additional This block may be u sed to enter more data for the Sum mary and / or

Information Detail row s of the timecard. The following information may be entered :

(Optional) Reason Reason for absence or overtim e. Press F9 for List of Values.

Cost Center Cost center app licable for this days work. Press F9 for

List of Values.

Labor Dist Labor distribution code. Enter the approp riate code.

Task Nam e of task. Enter specified nam e.Location Location w orked . Press F9 for List of Values.

Shift Shift task ap plies to. Press F9 for List of Values.

Comments Add itional comm ents regarding task. Select Edit/ Edit

Field from the action bar to enter your comments in the Editor.

Multiple Value for the override m ultiple. Enter the approp riate

value.

Hourly Rate Value for the override hou rly rate. Enter the approp riate

value you w ish to override the usu al hourly rate for that day.

Amount Enter the value for the override amou nt.

Tax Rule Tax rule app licable to days work. Enter the appr opriate tax

rule.

Separate Check Separ ate check request for this days work. This fieldis a check box that is either on or off. Click on th is field to request

a separate check.

Attention : The Time Entry form in PayMIX shou ld not be

used to enter time. It has been designed to display summ ary

rows of your timecards once they have been validated.

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Holiday Calendar

Standard m enu path: \ navigate \ Table Setup and Maintenance\ Holiday Calendar.

Use this form to enter, up date, and review holidays, paid and u np aid.

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Field Descriptions

Name Nam e of the holiday calendar . Enter a name that is easy to recognize

and interpret. The holiday calendar is used in validation of timecards to

ensure that a person charges a holiday when they shou ld, and does not

charge a holiday w hen they shou ldnt. It is also used to create time for

holidays on autogenerated timecards.

Description Description of the holiday calendar . Enter as complete a description as(Optional) possible.

Earning Type Ind ication that holidays will be stored as absence earn ings. Select

(Picklist) h olid ay ear nin g typ e fr om picklist. If th is field is left blan k, h ou rs

charged to a holiday default to the app licable regular and/ or overtime

earnings. When a timecard charge is received for this earning type, the

system compares th e d ate of the earning typ e selected in this field to a

date on the calendar linked to that p ersons Organization or Earning

Policy. If there is a match, no furth er processing is need ed. If no ma tch

is found , an edit message is generated that n otifies the user that a p erson

has charged a h oliday th at is not on their holiday calendar.

Organization Organization the calend ar is assigned to. The calend ar can be associated

(Picklist) w ith a par ticu lar or gan ization , or if th is field is left blan k, th e calen d ar is

used by th e entire Business Group. You m ay have only one curren tly

effective calendar with a blank organization at a time. Holiday calend ars

are linked to either an Earning Policy or an Organization. If linked to an

Earning Policy, the link to the Organization is overridden.

Effective Dates Beginning effective date of this calend ar. The date defau lts to you r

From session date. You may chan ge it if requ ired. Choose your d ate carefully.

Once this record is comm itted, you cannot change this d ate.

Effective Dates Ending date of this calendar . It is recomm ended that you leave this date

To blank until you no longer need this calendar .

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Name Nam e of the holiday being defined. Use a recognizable nam e such as

New Years Day. If you ar e entering international holidays, you may

also want to enter in the nam e of the country.

Holiday Date Actual calendar d ate that the holiday is being observed. For examp le,

Lincolns birthd ay may be on Sund ay, Febru ary 12, bu t it is observed on

Mond ay, February 13. You w ould enter th e observed date in this field.

Hours Nu mber of hou rs that are being p aid for this holiday, if this holiday is a

paid h oliday. If it is not a paid holiday and you are entering this holiday

for informational pu rposes, enter 0 (zero). The hou rs charged to the

holiday are also validated so that a p erson does not charge more h ours to

the holiday than is allowed by compan y policy. For example, a company

may have a p olicy of paying 8 hours for a holiday regard less of a

persons work schedu le. If a person norm ally is scheduled to w ork 10

hou rs per d ay, and th ey charge 10 hours of holiday, the user receives a

message indicating that someone charged 10 hours of holiday w hen they

should on ly have charged 8 hour s.

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Work Plan

Standard m enu path: \ navigate \ Table Setup and Maintenance\ Work Plan.

Use this form to enter, upd ate, and review work p lans. Work Plans are used for the

au togenera tion of hour s for people, and for calculation of Off Shift Premium s and Shift

Differential Overrides for those assigned to the w ork p lan.

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Field Descriptions

Name Nam e of the work p lan. Enter a name that will be easy to

recognize and interp ret. A Work Plan identifies the applicable

shift for each of the seven days in a w ork week. A Work Plan

is assigned to a person. A person is either assigned to a

Rotation Plan or a Work Plan, but not both.

Description Description of the work p lan. Enter as comp lete a description(Optional) as possible.

Start Day First d ay of the work sh ift. Select the first three letters of the

(Picklist) day. If your work plan begins on Monday, select MON; if it

begins on Sun day, select SUN, etc.

Effective D ates From Beginning effective date of this work p lan. This date defaults

to your session date. You may change it if required. Choose

you r date carefully. Once this record is committed, you

cannot change this date.

Effective D ates To Ending date of this work plan. It is recomm ended that youleave this date blank un til you n o longer need this work p lan.

Day This field is system generated an d based on the d ay entered in

the Start Day field. The system always pop ulates seven

consecutive d ays beginning w ith the start d ay selected.

Name Select the app ropriate shift for th is work plan. Note: Shifts

(Picklist) must be defined on the Shift form before work plans can be

defined.

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Early Start Early start time for this day and sh ift. This field disp lays

(Optional) time entered on the Shift form. This field applies to those

people who clock in/ clock out, enter time in/ time out, or who

have an assigned shift. If the Early Start tim e is 7:45 and the

regu lar start time is 8:00, any person w ho clocks in betw een

7:45 and 8:00 will not be p aid for th at extra time p rior to h isregu lar start time. If he clocks in before the Early Start time,

he will be paid from that clock in time u ntil he clocks out. For

examp le, the p erson w ho clocks in at 7:47 will not be pa id for

the time betw een 7:47 and 8:00, but a person w ho clocks in at

6:45 will be paid from 6:45 onw ard .

Late Stop Late start time for this day and sh ift. This field disp lays

(Optional) time entered on the Shift form. This field applies to those

people who clock in/ clock out, enter time in/ time out, or who

have an assigned shift. If the Late Stop time is 17:15 and the

regu lar Stop tim e is 17:00, any person w ho clocks out between

17:00 and 17:15 will not be p aid for that extra time a fter hisregu lar stop time. If he clocks out after the Late Stop tim e, he

will be paid from th at clock in time u ntil he clocks out. For

examp le, the p erson w ho clocks ou t at 17:15 will not be paid

for the time between 17:00 and 17:15, but a p erson w ho clocks

out at 17:45 will be paid to his clock ou t time.

Start Norm al start time for this day and shift. This field displays

time entered on the Shift form. This is the expected start time

for people assigned to this shift.

Stop Norm al stop time for this day an d sh ift. This field displays

time entered on th e Shift form. This is the expected stop timefor the peop le assigned to this shift.

Day Premium Premium p aid to people who work on their day off. If your

(Optional) company pays a premium for those who work on a not

(Picklist) regularly scheduled work day, select the earnings type that

you want u sed for this premium.

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Shif t Diff Override Shift differential override on this work plan overrides any

(Optional) Shift Differential Policy, and a Shift Differential entered on a

(Picklist) timecard overrides both.

Shif t D ifferential Processing Order:

1. Shift Diff. entered on a timecard .

2. Shift Diff. from the Work Plan.

3. Shift Diff from the Shift Diff. Policy.

For examp le, if a shift d ifferential is entered on a p ersons

timecard, the entered differential overrides all other shift

d ifferentials. If there is no shift differential entered on a

persons timecard bu t there is one entered on this form, and

the p erson is assigned to this work plan, the Work Plan Shift

Differential Override overr ides an y Shift Differential Policy

that is assigned to the p erson. If there is no shift d ifferential

entered on a p ersons timecard, and if there is no sh ift

d ifferential entered on a p ersons Work Plan, the systemapplies the shift differential from the p ersons Shift

Differential Policy if they h ave on e.

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Rotation Plan

Standard m enu p ath: \ navigate \ Table Setup and Maintenance\ Rotation Plan.

Use this form to enter, up date, and r eview rotation p lans. The rotation p lan indicates wh en a

person is to move from one w ork plan to another. The rotation plan is used for the

au togenera tion of hour s and in calculating th e Off Shift and Shift Differential Overrid e

premiums.

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Field Descriptions

Name Nam e of the rotation plan. Enter a name that will be easy to

recognize and interp ret. Each Rotation Plan is assigned to a

person. A p erson is either assigned to a Rotation Plan or a

Work Plan, but not both. You create a rotation p lan for those

persons wh ose work plans will vary based on a planned

schedule.

Description Description of the rotation p lan. Enter as comp lete a

(Optional) description as possible.

Effective D ates From Beginning effective da te of this rotation p lan. This date

defaults to your session d ate. You m ay change it if required.

Choose your d ate carefully. Once this record is committed,

you cannot change this date.

Effective D ates To Ending d ate of this rotation plan. It is recomm ended that you

leave this date blank u ntil you no longer n eed this rotation

plan.

Work Plan Name Select the approp riate work p lan for this rotation p lan.

(Picklist)

Start Date Beginning effective date of the work p lan. The first record is

for the initial work plan, and the following start dates are the

beginning d ates of each consecutive work p lan.

Work Plan Push-button When you highlight a Work Plan in the Rotation Plan region

and then pr ess the Work Plan pu sh-button, the system

displays the d etails of the Work Plan that h as been selected.

Rotation Plan Push-button Press the Rotation Plan pu sh-button to retu rn to th e Rotation

Plan.

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Shift

Standard m enu p ath: \ navigate \ Table Setup and Maintenance\ Shift.

Use this form to en ter, upd ate, and review shifts.

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Field Descriptions

Name Nam e of the shift. Enter a name that w ill be easy to

recognize and interpret. Each d aily work schedu le is defined

on this form. Shifts are used in Work Plans, and Work Plans

are u sed in Rotation Plans.

Description Description of the shift. Enter as complete a description

(Optional) as possible.

Early Start Early start time for this shift. This field app lies to those

peop le wh o clock in/ clock out, enter time in/ time out, or who

have an assigned shift. If the Early Start tim e is 7:45 and the

regu lar start time is 8:00, any person w ho clocks in betw een

7:45 and 8:00 will not be p aid for th at extra time pr ior to his

regu lar start time. If he clocks in before the Early Start time,

he will be paid from that clock in time u ntil he clocks out. For

examp le, the p erson w ho clocks in at 7:47 will not be p aid for

the time between 7:47 and 8:00, but a p erson w ho clocks in at

6:45 will be paid from 6:45 onward .

Late Stop Late start time for this shift. This field app lies to those peop le

wh o clock in/ clock out, enter time in/ time out, or who h ave

an assigned shift. If the Late Stop time is 17:15 and the regu lar

Stop time is 17:00, any p erson wh o clocks ou t betw een 17:00

and 17:15 will not be p aid for tha t extra time after his regu lar

stop time. If he clocks ou t after the Late Stop t ime, he will be

pa id from that clock in time un til he clocks out. For example,

the p erson w ho clocks ou t at 17:15 will not be paid for the

time betw een 17:00 and 17:15, bu t a person wh o clocks ou t at

17:45 will be paid to h is clock out time.

Start Normal start time for this shift. This is the expected start time

for people assigned to this shift.

Stop Normal stop time for this shift. This is the expected stop time

for the peop le assigned to this shift.

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Effective D ates From Beginning effective da te of this shift. This date defaults


you r date carefully. Once this record is committed, you

cannot change this date.

Effective Dates To Ending effective date of this shift. It is recomm end ed tha t you

leave this date blank u ntil you no longer n eed this shift.

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Project Accounting

Standard menu path: \ navigate \ Table Setup and Maintenance\ Project Accounting.

Use this form to track projects and work orders for m anu ally entered time. The Project

Accoun ting form is used for validation and bud geting.

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Field Descriptions

Project Nam e of the p roject. Enter the official name of the p roject that

will be used th rough out the p roject cycle. If a user enters time

for a project name that h as not been d efined on this form, he

receives an ed it message notifying him that th e project entry is

not valid .

Description Description of the pr oject. Enter as comp lete a description as(Optional) possible.

Project/Work Order Number Project or work ord er name, code, iden tification num ber. The

(Optional) project/ work order number is used in tracking input.

Organization Organ ization that this project or work ord er belongs to. If this

(Optional) field is left blank, the project or work order number applies to

all organizations.

Effective D ates From Beginning effective date of this work project/ work ord er. The

date d efaults to your session d ate. You m ay change this date

if requ ired. Choose your date carefully. Once this record iscommitted, you cannot change this d ate.

Effective Dates To Ending date of this project/ work order. It is recomm ended

that you leave this date blank un til you n o longer need this

project/ work order.

Task Task associated w ith the project or work order. You m ay have

an un limited nu mber of tasks for each project/ work ord er.

Description Description of the task. Enter as comp lete a description as

(Optional) possible.

Estimate Bud get estimate. Enter the total estimated nu mber of hours or

(Optional) dollars allocated for this task.

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Units Hou rs or dollars. Select the type of measurement you will use

(Optiona l, only if to track this project. The Project Accoun ting report tracks

totalEstimatefield is blank) dolla r amounts bu t no t expenses.

(Picklist)

Effective D ates From Beginning effective da te of this task. The date defaults to the

session date. You m ay change it if required. Choose your

date carefully. Once this record is committed, you cann otchange this date.

Effective D ates To Ending d ate of this task. It is recomm ended that you leave

this date blank un til you n o longer need this task.

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Variance

Standard m enu p ath: \ navigate \ Table Setup and Maintenance\ Variance.

Use this form to en ter, upd ate, and review variances.

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Field Descriptions

Period Time per iod for variance. Select Daily, Weekly, Bi-Weekly,

(Picklist) Monthly, or Quarterly period for variance.

Type Ind icator of variance type. Select EARNING, LOCATION, or

(Picklist) ORGANIZATION.

Type The actual Earning, Location, or Organization to w hich the(Picklist) variance applies.

High Highest num ber of hou rs allowed for the Type and Period.

Average Average num ber of hou rs allowed for the Type and Period.

(Optional)

Low Lowest number of hours allowed for the Type and Period.

Effective D ates From Beginning effective da te of this variance. This date defau lts


you r date carefully. Once this record is committed, youcannot change this date.

Effective D ates To Ending d ate of this variance. It is recomm ended that you

leave this date blank u ntil you no longer n eed this variance.

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Earning Group

Standard m enu path: \ navigate \ Table Setup and Maintenance\ Earning Group.

Use this form to enter, upd ate, and review earning group s.

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Field Descriptions

Name Nam e of the earning group . Enter a name that will be easy to

recognize and interpret.

Description Description of the earning grou p. Enter as comp lete a


Effective D ates From Beginning effective date of this earning grou p. This da te


Choose your d ate carefully. Once this record is committed,


Effective D ates To Ending date of this earning group . It is recomm end ed that

you leave this date blank until you no longer need this

earning group .

Earning Types Select all the earning typ es that you wan t to includ e in this

(Picklist) earning group.

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Earning Policy

Standard menu p ath: \ navigate \ Policies\ Earning.

Use this form to enter, up date, and review earning p olicies.

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Field Descriptions

Name Nam e of the earning policy. Enter a name that w ill be easy to

recognize and interpret. Each Earning Policy is a group ing of

rules. These rules define wh at holidays, premiu ms, overtime

hou rs generation rules, time entry rules (hour increments),

roun ding ru les, and rules for processing p remium s if more

than one prem ium is applicable. If your compan y has more

than on e set of the above rules, you m ust d efine an earningpolicy for each set.

Description Description of the earning p olicy. Enter as complete a


Type Period for wh ich you n eed to define rules. Period m ay be

(Picklist) 24-hour (DAILY), 40-hour (WEEKLY), or a combination

of periods or un usu al hours (SPECIAL). Select one of the

periods.

Select DAILY if you only need to define ru les based on a day.

For examp le, if you w ant overtime p aid for all hours wor kedin a d ay in excess of 8, then you w ould select DAILY.

Select WEEKLY if you on ly need to d efine ru les based on a

week. For example, if you only pay overtime for hours in a

week in excess of 40, you would select WEEKLY.

Select SPECIAL if you ar e defining r ules that are based on a

combination of a day, and/ or week, and/ or a consecutive

days basis. For examp le, if you p ay overtime for hours in

excess of 8 in a d ay AN D 40 in a week, you w ould select

SPECIAL. If you are su bject to a dou ble time ru le (i.e., if a

person h as worked more than 12 hours in a day, all hou rs

over 12 are paid at d ouble time overtime, and if a person

wor ked 7 days straight, then the 7th day is paid as dou ble

time over time), you w ould select SPECIAL.

Effective D ates From Beginning effective da te of this earning p olicy. This date


Choose your d ate carefully. Once this record is comm itted,


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Effective Dates To Ending date of this earning policy. It is recomm ended that

you leave this date blank until you no longer need this

earning policy.

Holiday Calendar Select the Holiday Calendar you wan t associated with th is

(Picklist) earning policy. This is the holiday calendar that you want

assigned to all the peop le assigned to this earning po licy. Theholiday calend ar sp ecifies w hat holidays are recognized for

this earning p olicy and the nu mber of hours to be paid to

peop le eligible for that holiday.

Earnings Included to Earnings Group that overtime cap app lies to. Select the

Meet OVT Cap earnings group that is to be used for this cap (threshold).

(Picklist) This field is applicable to a weekly accumulation only, not

da ily, etc. The field is requ ired if you ar e defining an

overtime cap. The hours logged to the earnings in this group

will be accumu lated for each p erson, and on ce they equal the

weekly cap/ threshold (the hours specified in weekly overtime

rules below), then all hou rs w orked in the w eek after this capwill be processed as overtime hou rs. This field is norm ally

used to ind icate wh ich p aid absen ces (vacation, sick, jury

du ty, etc.) are to be includ ed w ith regular pay h ours w eekly

accum ulation before overtime hou rs are generated. For

examp le, if you have a weekly overtime cap of 40, that wou ld

mean th at all hours for the week over 40 would be processed

as overtime hour s. But the system needs to know w hat type

of earnings hou rs you w ish to accumu late to meet the 40

hou rs cap/ threshold. If your comp any only allows regular

hou rs to accumu late before overtime is paid, then you wou ld

pick an earnings group that consists of all your r egular hou rs

earnings types. How ever, if your compan y allows jury d uty

to be includ ed in the accum ulation, then you w ould n eed to

select an earnings grou p th at has all your regular earnings

types plus you r jury d uty earnings type. For example, if a

person h as clocked in 43 hou rs, and 2 of those were jury du ty,

then (based on a 40-hour w ork plan and a weekly overtime

cap ru le of 40), the system w ould generate 38 hours regu lar, 2

hou rs jury d uty, and 3 hours overtime.

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Premium Eligib ility Policy Premium Eligibility Policy associated w ith this earn ing policy.

(Picklist) Select the premium eligibility policy that you want assigned

to all the peop le assigned to this earning policy. The premium

eligibility policy specifies what sp ecial prem ium s app ly for

the persons assigned to this earning p olicy. This field is

required if a selection is mad e in th e Premium Interaction

Policy.

Premium Interaction Policy Premium Interaction Policy associated with this earning

(Picklist) policy. The premium interaction policy identifies the

prem iums to be app lied to the eligible premium s for this

earn ing po licy. This field is required if a selection is mad e in

the Premium Eligibility Policy field.

Minimum T/C Interval Minimum time increment for time entry th at the incoming

time will be either roun ded up to or dow n to. For example, if

the minimu m time card interval is 15, then time entry hou rs

will be automatically round ed u p/ down to 15 minute

increments. The interval begins at the beginning of an hou r,so this example would m ean that inpu t and/ or generated

hou rs wou ld be 24:00, 24:15, 24:30, 24:45, 01:00, 01:15, etc.

Round Up At Point at which a time entry will be round ed u p to the next

Minimum Time Card interval. If the minimum timecard

interval is 15 and the rou nd up at is 8, then time clocked at

24:07 would be round ed d own to 24:00, but a time clocked at

24:08 wou ld be roun ded up to 24:15. These wou ld be the

hou rs and increments that would be sent to payroll and

retained in the database.

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Name Nam e of rule being defined. Enter your ru les in the following

processing or der : 1) Base, 2) Holiday, 3) Weekly, and 4)

Special. If you selected (above) DAILY typ e, the system

genera tes a Nam e of Base with a Type of DAY. If you selected

WEEKLY typ e, the system generates a Name of Base with a

Type of WKL, and a Nam e of Weekly with a Type of WKL. Ifyou selected SPECIAL type, the system genera tes a Nam e of

Base with a type of DAY, a Name of Weekly with a Type of

WKL, and a N ame of Special with a Typ e of SPC. You m ay

enter your own rule names for any other rules that are

required.

Type Ind ication whether ru le is a day, holiday, special, or weekly

(Picklist) based rule. Select DAY, HOL, SPC, or WKL.

If you select DAY, then this ru le is based on a work day. For

examp le, if you are defining an overtime rule that w ill create

overtime earnings for all hou rs worked in a day ov er 8 hours,

then you wou ld select DAY in this field and 8 in the H OURSfield.

If you select H OL, you are d efining an overtime r ule that w ill

pay overtime or a special premium for hours worked on a

holiday.

A p erson w ill still be paid th eir regular holiday p ay, but if you

want them to be paid overtime or a p remium for the hours

worked on a holiday, you wou ld enter the rule here. The

holiday mu st be defined in a h oliday calendar.

If you select WKL, you are d efining an over time ru le that w ill

create overtime earnings for all hours w orked in a week over

40, then you would pick WKL in this field . and en ter 40 in the

HOURS field.

If you select SPC, you are d efining a special rule, such as

overtime for hou rs over 8 in a d ay and or hou rs over 40 in a

week. This type may also be used for the rule where you

define overtime for w orking X number of consecutive days,

and for double time.

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Earning Typ e Earnings typ e that is to be generated for this ru le. Select the

(Picklist) earnings type that is appropriate for the rule you are defining.

If your rule (entered in the N ame field) is BASE, then select

the earning typ e that is app ropriate for base, or regular,

earn ings. This is the earnings typ e that is the basic rate for

paym ent to the emp loyee; it d oes not includ e overtime or

special premiu ms. If you r rule is overtime, select yoursmallest overtime earn ing. Note: You sh ould have d efined

separate overtime earnings typ es for each of you r overtimes,

such as 1.0 overtime, 1.5 overtime, 2.0 overtime, etc. If your

ru le is holiday, select the earning typ e that is to be used for

paying a person overtime or a holiday prem ium for working

on a holiday. He will receive holiday pay in addition to the

overtime or holiday premium .

Days Nu mber of consecutive day s in wh ich this ru le is to be

invoked . Only use this field if Name=Base and Type=SPC.

This field is required if Type=SPC. For the rule that d ictates

that d ouble time overtime is to be p aid for the 7th consecutiveday that w as worked, you would enter 7 here.

Hours Nu mber of hours to be used in ru le. The following examples

illust rate the u se of this field:

Daily Example #1

If you pay overtim e of 1.0 for hou rs w orked in excess of 8 up

to 10 hou rs in a d ay, and 1.5 overtime for time worked over 10

hour s, and do n ot have a weekly overtime threshold, you

would define:

RULE: NAME TYPE EARNING TYPE HOURS

BASE DAY REGULAR 8

OT1 DAY OVT 1.0 2

OT2 DAY OVT 1.5 99*

(* 99 is the termination of th is rule)

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Daily Example #2

If you pay overtim e of 1.0 for hou rs worked in excess of 8 up

to 10 hours in a day, and 1.5 overtime for time w orked

between 10 and 12 hou rs, and d ouble time (2.0) overtim e for

all hou rs worked over 12, and d o not have a w eekly rule, you

would define:


BASE

DAY REGULAR

8OT1 DAY OVT 1.0 2

OT2 DAY OVT 1.5 2

OT3 DAY OVT 2.0 99

Note: The rules for Type=DAY are d ifferent from the ru les for

Type=WKL. The DAY ru les follow an hour ly progression as

ind icated above; i.e., the first 8 hours are regu lar pay , the next

2 are OVT 1.0, the next 2 are OVT 1.5, and all the rest are OVT

2.0. However, with the WKL type, the system compares the

base and th e weekly hours and if the two equ al, the system

genera tes the Weekly Earning Typ e (see Weekly example #1).

But if there is a difference, and the Weekly hours are greater(they should always be equal or greater) than the Base hou rs,

the Weekly Earning Type w ill be paid

on hours in excess of the Base only once the hours in Weekly

have been reached (see Weekly examp le #2 below).

Weekly Example #1

If you pay overtim e of 1.5 hou rs worked in excess of 40 per

week, and d o not have a daily rule, you w ould d efine:


BASE WKL REGULAR 40

WEEKLY WKL OVT 1.5 40

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Weekly Example #2

If you pay overtim e of 1.5 for hou rs worked in excess of 35

hou rs per week, but only after the person has worked 40

hou rs in the week (i.e., if they worked 38-40 hou rs they w ould

not be p aid overtime, but if they w orked in excess of 40 hours,

they wou ld be paid overtime for all hou rs worked in excess of

35), you w ould define:


BASE WKL REGULAR 35

WEEKLY WKL OVT 1.5 40

Effective D ates From Beginning effective da te of these ru les. This date defau lts to

the session date. You m ay change it if required. Choose your

date carefully. Once this record is committed, you cann ot

change this date.

Effective Dates To Ending d ate of these rules. It is recomm ended that you leave

this date blank un til you n o longer need these rules.

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Hour Deduction Policy

Standard menu p ath: \ navigate \ Policies\ Hour Deduction.

Use this form to en ter, upd ate, and review Hou r Dedu ction p olicies.

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Field Descriptions

Name Nam e of the hour d edu ction policy. If your company autom atically

ded ucts time for a m eal and breaks, the ru les are defined on this policy.

This policy occurs w here time is clocked in/ clocked out or timecards are

subm itted w ith total hou rs for the day. For examp le, a person clocks in

at 8:00 and out a t 17:00; a total of nine hou rs. The company p olicy is that

emp loyees are ded ucted 1/ 2 hour for lunch if they have clocked in for at

least 8 hours an d a fifteen-minute break for every elapsed four h ours.Defining rules for 1/ 2 hour m eal and tw o fifteen-minute breaks results

in an emp loyee being paid for eight hou rs rather than n ine.

Description Description of the hour ded uction policy. Enter as comp lete a


Effective Dates Beginning effective date of this hou r ded uction policy. The date defau lts

From to your session date. You m ay change it if required. Choose your date

carefully. Once this record is committed, you cann ot chan ge this da te.

Effective Dates Ending d ate of this hour d edu ction p olicy. It is recomm ended that you

To leave this date blank un til you n o longer need this hou r d edu ctionpolicy.

Name Name of the hou r ded uction ru le. Select MEAL if you are d efining a

(Picklist) mealhou rs dedu ction or select BREAK if you are d efining a br eak hou rs

deduction.

Hours Nu mber or portion of hou r to be dedu cted. Enter the amoun t of time

that is to be ded ucted for MEAL or BREAK. In the examp le above, .5

wou ld be entered for meal and .25 wou ld be entered for breaks.

Time Period Nu mber of hours to elapse before the ded uction is taken. In the examp le

above, 8 wou ld be entered for the MEAL, and 4 wou ld be entered for the

BREAK.

Effective Dates Beginning effective date of this hour ded uction ru le. This date defaults


carefully. Once this record is comm itted, you cannot change this date .

Effective Dates Ending date of this hour d edu ction rule. It is recommend ed that you

To leavethis date blank un til you n o longer need this rule.

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Shift Differential Policy

Stand ard men u path: \ navigate \ Policies\ Shift Differential.

Use this form to en ter, up date, and r eview Shift Differential policies.

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Field Descriptions

Name Nam e of the shift differential policy. If your comp any p ays a prem ium

on each or certain shifts, define the shift d ifferential start/ stop times and

the ru les and earnings typ es that app ly to each shift differential. For

example, your compan y may have a p olicy that pays a shift differential

for any hour s worked on the evening shift. Create a shift differential

policy and enter the rules data for the evening shift. If your comp anypays a sh ift differential for all shifts, create a shift differential policy and

enter the rules data for all shifts.

Attention : The shift differentials defined on this form

generally shou ld m atch start and stop times of the shifts that

you h ave already defined on the Shift form. It is

recommend ed that you print a copy of your Shift table to use

for verification wh en entering d ata on this form.

Description Description of the shift differential policy. Enter as comp lete a


Effective Dates Beginning effective date of this shift differential policy. The date

From defaults to your session d ate. You m ay change it if required. Choose

your d ate carefully. Once this record is comm itted, you cannot change

this date.

Effective Dates Ending date of this shift differential policy. It is recomm end ed tha t you

To leave this date blank u ntil you no longer need this shift d ifferential

policy .

Name Name of the shift differential rule. Enter a name that will be easy to

recognize and interpret.

Start Start tim e of the sh ift d ifferential.

Stop Stop time of the sh ift differential.

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Carryover Ending time that th e original shift is to be carried over to.

Note: Carryover mu st be greater than the Stop time. If you r comp anys

policy is that a person receives the shift differential for the shift he began

work in, regardless whether th ey work into the n ext shift, you w ould

enter a time in this field. If you r companys policy is that a person is to

receive the sh ift differential assigned to each sh ift regard less of the sh ift

he began w ork in, let this field default to the stop time. Also, enter the

last hour of the day to ensur e an em ployee receives the curren t shiftsdifferential.

For examp le, an emp loyee is assigned to the Day sh ift (8:00 to 17:00), but

she w orked one d ay from 8:00 to 18:00 (one hou r into the Evening shift,

ten hou rs altogether).

If the carryover on the Day shift = 20:00, she would receive the sh ift

d ifferential for the Day shift for all hou rs worked from 8:00 until

20:00; therefore, in this situation she would receive the Day sh ift

d ifferential for all ten hour s.

If the carryover on the Day sh ift = stop time, she wou ld receive the

shift differential for the Day shift for the hour s worked between 8:00

and 17:00, and she w ould receive the sh ift differential for theEvening sh ift for the h our worked between 17:00 and 18:00.

Premium Earning Earning typ e for this shift differential.

Type

(Picklist)

Effective Dates Beginning effective da te of this shift differential rule. This date defaults


carefully. Once this record is comm itted, you cannot change this date.

Effective Dates Ending d ate of this shift differential rule. It is recomm ended that youTo leave this date blank un til you n o longer need this rule.

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Premium Eligibili ty Policy

Standard menu path: \ navigate \ Policies\ Premium Eligibility.

Use this form to enter, update, and review Premium Eligibility policies.

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Field Descriptions

Name Nam e of the p remiu m eligibility policy. Premium eligibility policies

define a set of prem iums associated w ith base hours for w hich a person

or grou p of peop le may be eligible. The Premium Eligibility Policy is

assigned to an Earning Policy, wh ich is assigned to a person . Define a

Premiu m Eligibility Policy for each logical grou ping of people. Enter a

nam e for each group ing that is easy to recognize and interp ret. Forexample, if only welders receive a Welding Premium, create a Premium

Eligibility Policy and select Weld ing Premium in the Author ized

Premium field. You may also add other prem iums that the welders may

be eligible for.

Description Description of the pr emium eligibility policy. Enter as complete a


Effective Dates Beginning effective da te of this premium eligibility policy. The date

From defaults to your session date. You m ay change it if required. Choose

your d ate carefully. Once this record is committed, you cannot change

this date.

Effective Dates Ending d ate of this prem ium eligibility policy. It is recommend ed th at

To you leave this date blank un til you no longer need th is premium

eligibility policy.

Base Hours Base hours are generally regular p ay, overtime p ay, and paid absences.

Type Associate each set of pr emiums with a base hou rs type. Select the base

(Picklist) hou rs typ e from the List of Valu es. You m ay havemu ltiple base hours

types on th e same policy. For examp le, if your company has a policy of

paying a Hard ship Pay Premium on Regular earnings and on H oliday

earnings, select Regular earnings in this field and select Hardship Pay

Premium in the Authorized Prem ium field an d p ress the Save icon.

Return to this field and select Holiday earnings an d then select Hard ship

Pay Premium in the Authorized Premium field below. Continuing with

this examp le, if your comp any also pays p remium s in add ition to the

Hard ship Pay, select those premium s in the Authorized Prem ium field

for each of the Base Hou rs Type.

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Authorized Premium s app licable to this policy. Select all pr emiums ap plicable to

Premium the Base Hou rs Type displayed.

(Picklist)

Effective Dates Beginning effective date of this pr emium eligibility rule. This date

From defaults to your session d ate. You m ay change it if required. Choose

your d ate carefully. Once this record is comm itted, you cannot changethis date.

Effective Dates Ending d ate of this premium eligibility rule. It is recomm ended that you

To leave this date blank un til you n o longer need this rule .

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Premium Interaction Policy

Standard m enu p ath: \ navigate \ Policies\ Premium Interaction.

Use this form to enter, up date, and review Premium Interaction policies.

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Field Descriptions

Name Nam e of the prem ium interaction p olicy. Enter a name that is easy to

recognize and interp ret. You d efine the rules on this form so that th e

system knows w hat other premiums to include and in what order to

pr ocess them. For example, if a person is eligible for the Weld ing

prem ium an d also for overtime of 1.5, the system n eeds to know if the

Welding prem ium factor or rate is applied to a p ersons base rate only,or the base rate plus (in this example) the 1.5 overtime. Given the

following:

Hour ly base rate = $10

Welding prem ium rate = .75 per hour

Overt ime rate = 1.5

If you wan t the Welding p remium to includ e the 1.5 Overtime:

Define the Welding Premium with an interactive premium of 1.5

Overtim e by selecting INCLUDE in the Inc/ Exc field. The system

would process in the following m ann er: ($10 x 1.5 = $15) + ($15 x

.75) = $16.13

If you w ant the Welding p remium to exclude th e 1.5 Overtime:

Define the Welding Premium with an interactive premium of 1.5Overtim e by selecting EXCLUDE in the Inc/ Exc field. The system

would process in the following man ner: ($10) + ($10 x .75) = $10.75

Define Prem ium Interaction Policies only for those p remium s that are a

factor or a rate. Do not d efine if the premium s are a fixed amou nt.

Description Description of the prem ium interaction policy. Enter as comp lete a


Effective Dates Beginning effective date of this prem ium interaction policy. The date


your d ate carefully. Once this record is committed, you cannot change

this date.

Effective Dates Ending d ate of this premium interaction policy. It is recomm ended that

To you leave this date blank un til you n o longer need this premium

interaction p olicy.

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Premium Select a prem ium that interacts with other premium s. You m ust d o this

(Picklist) for each overtim e or p rem iu m elem en t th at in teracts w ith an oth er.

Interactive Select all premiu ms th at interact w ith the p remium selected in the

Premium Premium field.

(Picklist)

Inc/Exc Select INCLUDE or EXCLUDE. Select INCLUDE if the in teractive

(Picklist) p rem iu m is to be in clu d ed in calcu latin g th e p rem iu m disp layed . Select

EXCLUDE if the interactive prem ium is not to be includ ed in calculating

the premium d isplayed.

Effective Dates Beginning effective date of this prem ium interaction rule. This da te


your d ate carefully. Once this record is comm itted, you cannot change

this date.

Effective Dates Ending date of this prem ium interaction ru le. It is recomm ended that To you leave this date blank until you no longer need this rule.

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Reports Description 4 1

Reports Description

um mary rep orts are available to be viewed online or printed out

for all of your table and p olicy setup s. Add itional reports exist

for variance calculations, total table entries, etc. This chap ter

displays the report layout for all Oracle Time Management reports

and briefly summ arizes each rep ort and the fields on it.

While this chap ter describes in detail all Oracle Time Managemen t

reports, see the procedu res for laun ching on line reports in the OracleTime ManagementApplications Users Guide.

S

CHAPTER

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Report Conventions

When you subm it reports, all reports may be previewed page by page

before printing. Reports in the Previewer mod e have the following

conventions:

A title bar d isplays the report identifier nu mber

An action ba r on the left contains actions: File, Edit, Window , and

Help

Push-buttons directly below the action bar on th e left allow you to

view th e prev ious p age (Prev), next page (Next), first page (First),

last page (Last), and displays the page n um ber you are p resently

viewing (Page)

Push-buttons on the right allow you to p rint the report (Print), close

it (Close), or go to a new report (New )

Any rep ort param eters (add itional criteria by which the report is

compiled) are listed in a text box on th e left below the p ush -buttons

The last three digits of the report identifier num ber and the report

nam e are centered after the text box

The report iden tifier num ber (Inqu iry Id), page nu mber (Page), date

the report was laun ched (Run Date), and time the report was

launched (Run Time) are always d isplayed to the right of the report

name.

All tables and policies entered in th e time period specified are listed in

alphabetical order, includ ing reports that hav e been expired.

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HXT951A Organization Variance Calculation

Each organ ization has a d efined nu mber of expected (budgeted ) hours that can be worked by

the emp loyees in that organization. The variance calculation d etermines the deviation from that

expectation.

Use this report to calculate by organization th e difference between th e nu mber of hou rs w orked

(actual) comp ared to the expected (plann ed) num ber of hours worked .

Report Parameters: Specify the variance time period and start and end d ates.

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Field Descriptions

Organization Nam e of the organization. Organization may be variously

defined in HRMS as internal, a department, or external, a

contract firm , for examp le.

Variance Name Name of the organizational element (e.g., subsidiary,

dep artment) within the Business Group h ierarchy.

Planned High Maximu m nu mber of hours schedu led for this organization.

Planned Low Minimum nu mber of hours schedu led for this organization.

Planned Average Average num ber of hours scheduled for this organization.

Actual Hours Total number of hours worked by organization. The actual

hou rs are accumu lated from ind ividu al employee records.

Variance High Difference between p lanned an d actual H igh hou rs for this

organization. If the actual hou rs are higher than the planned

high, a positive number displays in this field. If the actualhours are lower than the planned high, zeros display in this

field. Zeros also display if the planned and actual high are

equal.

Variance Low Difference between p lanned an d actual Low hou rs for this

organization. If the actual hou rs are lower than th e planned

low, a negative nu mber displays in this field. If the actual

hours are higher than the planned low, zeros display in this

field. Zeros also display if the planned and actual low are

equal.

Variance Average Difference between p lanned an d actual Average hours for this

organization. If the actual hou rs are higher than the planned

average, a positive nu mber d isplays in th is field. If the actual

hou rs are lower than th e planned average, a negative num ber

displays in this field. Zeros also display if the plann ed and

actual average are equ al.

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HXT952A Location Variance Calculation

Each location has a d efined nu mber of expected (bud geted) hours that can be w orked by th e

emp loyees in that organ ization. The variance calculation d etermines the deviation from that

expectation.

Use this report to calculate by location the d ifference between the nu mber of h ours w orked

(actual) comp ared to the expected (plann ed) num ber of hours worked .


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Field Descriptions

Location Nam e of the location.

Variance Name Name of the location element (e.g., subsidiary, department)

within the Business Group hierarchy.

Planned High Maximu m n um ber of hours scheduled for this location.

Planned Low Minimum nu mber of hour s schedu led for this location.

Planned Average Average num ber of hours schedu led for this location.

Actual Hours Total num ber of hour s worked by location. The actual hour s

are accum ulated from ind ividu al employee records.


location. If the actual hou rs are higher than the planned high,

a positive number d isplays in this field. If the actual hours are

lower than the planned h igh, zeros disp lay in this field. Zeros

also display if the planned an d actual high are equal.

Variance Low Difference between p lanned an d actual Low hou rs for this

location. If the actual hours are lower than th e planned low, a

negative num ber displays in this field. If the actual hours are

higher than the planned low, zeros disp lay in this field. Zeros

also display if the planned an d actual low are equal.


location. If the actual hours are higher than the planned

average, a positive nu mber displays in this field. If the actual

hou rs are lower than th e planned average, a negative num ber

displays in this field. Zeros also display if the plann ed and

actual average are equ al.

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HXT953A Earning Variance Calculation

Each earning category has a defined nu mber of expected (budgeted) hou rs that can be worked

by the employees in that organ ization. The variance calculation determ ines the deviation from

that expectation.

Use this report to calculate by earning category an d by emp loyee the difference between th e

nu mber of hours worked (actual) compared to the expected (planned) num ber of hou rs worked.


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Field Descriptions

Earning Nam e of the earning category.

Variance Name Nam e of the earning element (e.g., subsidiary, departm ent)

within the Business Group hierarchy.

Planned High Maximu m nu mber of hours schedu led for this earning.

Planned Low Minimum n um ber of hou rs schedu led for this earning.

Planned Average Average num ber of hour s schedu led for this earning.

Employee N umber Employee num ber assigned to employee on Person form.

Employee Name Employee name entered on Person form.

Actual Hours Total number of hours worked by earning category. The

actual hours are accumu lated from individual emp loyee

records.


earning category and this employee. If the actual hou rs are

higher than the p lanned h igh, a positive num ber displays in

this field. If the actual hour s are lower than th e planned h igh,

zeros display in this field. Zeros also d isplay if the planned

and actual high are equal.

Variance Low Difference between p lanned an d actual Low h ours for this


lower than the plann ed low, a negative num ber displays in

this field. If the actual hou rs are higher than the planned low,

zeros display in this field. Zeros also d isplay if the planned

and actual low are equ al.



higher than the p lanned average, a positive num ber displays

in this field. If the actual hours are lower than th e planned

average, a negative nu mber d isplays in th is field. Zeros also

display if the planned and actual average are equal.

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HXT956A Earning Policy Table Listing

Employees are assigned to one earning p olicy, wh ich is a grou ping of ru les that d etermines how

their timecards are calculated.

Use this report to list the earning policy d ata entered on th e Earning Policy form.

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Field Descriptions

Earning Policy Name Nam e of earning policy.

Description Brief description of earning policy, if entered on th e

Earning Policy form .

Type One of three time periods u sed to d efine earning policy

ru les: DAILY, WEEKLY, or SPECIAL.

From Beginning effective date of earn ing p olicy.

To Ending effective date of earning p olicy.

Holiday Calendar Holiday Calendar assigned to this earning policy .

Earnings Included To Meet Earning Group that includ es all the kinds of regular

OVT Cap earning hours typ e used to meet overtime cap. For

examp le, if overtim e is not calculated u ntil you m eet a 40

hours cap threshold, and military d uty is considered a regu lar

earnings hour s type, an Earning Group including m ilitarytime could be assigned to National Guard employees, and

military time wou ld be includ ed in the 40 hours work ed not in

overtime.

Premium Eligib ility Policy Premiu m Eligibility Policy assigned to this earn ing policy.

Premium Interaction Policy Premium Interaction Policy assigned to this earning policy.

Minimum Timecard Interval Minimum increment (num ber of minutes) that incoming

time will be round ed up or rounded down to. Time worked is

usu ally rou nd ed to fifteen-minute intervals.

Round Up Breakpoint at which time worked is roun ded up to

Minimu m Timecard Interval. For examp le, if 15 minutes

is Minimum Timecard Interval; time entr ies after 8

minu tes are round ed u p to 15. Therefore, time clocked in

at 11:07 is roun ded down to 11:00, but tim e clocked in a t

11:08 is rou nd ed up to 11:15.

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Daily/Weekly Base and All rules app lying to earning policy are listed u nd er this

Overtime Rules heading.

Name-Nam e of rule.

Type - Abbreviation of ru le time p eriod.

Earnings Type - Regular or overtime hou rs type.

Days - Nu mber of d ays associated with SPECIAL rule typ e

only.

Hours - Nu mber of hours associated w ith rule type.From Date - B

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