Friday, March 8, 2013

OTL Setups For Payroll

http://oracleapps88.blogspot.com/2013/03/otl-setups-for-payroll.html
OTL SETUPS FOR P!ROLL
1. CREAT!" C#$T%& RE$'%!$()T*
1.1 %A&C %T) $etup
Respo"si#ility $a%e OM& OTL Setup
Pro'ile Optio" $a%e Site Respo"si#ility
%T) : Allo+ T, loc-./g of 0uer.e1 recor1s *es
%T) : Arch.2e Restore Chu/- $.3e 140
%T) : &a5 6ar/./gs ./ 7al.1ate 8ata $et 400
%T): Allo+ Cha/ge "roup T.me-eeper *es
%T): Allo+ $elf $er2.ce T.me E/try for Term./ate1 Employees !o
%T): Co1e )e2el
%T): 8ata 7olume for #pgra1e 'rogram 6or-er
%T): 8ays a T.me,eeper ca/ access Co/t./ge/t 6or-er9s t.mecar1 beyo/1
term./at.o/
%T): 8ebug Chec- E/able1 !o
%T): 8efault Appro2al Act.o/ for &ass T.mecar1 Appro2er Appro2e
%T): 8efer appro2al process o/ t.mecar1 subm.ss.o/ *es
%T): E/able Arch.2e/Restore 8eta.le1 )ogg./g
%T): :.le $eparators for the mport E5port :u/ct.o/al.ty ;
%T): &a5 Errors
%T): &./.mum Age of 8ata $et for Arch.2./g <
%T): !umber of past 1ays for +h.ch retr.e2al co/s.1ers cha/ges =1ays> 3<4
%T): R8( - 8efault Appl.cat.o/ 'ayroll
%T): R8( - Ru/ 'ost Retr.e2al $/apshot Automat.cally
%T): Tra/sfer (atch $.3e 3000
%T): Tra/sfer to %T)R a/1 / or (EE
(oth %T)R a/1
(EE
?R:#ser Type ?R +.th 'ayroll #ser
%T): #se #pgra1e1 Retr.e2al 'rocess
1.2 %A&C ?R&$ $elf $er2.ce T.me
Respo"si#ilty $a%e OM& (RMS Sel' Ser)ice Ti%e
Pro'ile Optio" $a%e Site
?@T: All / $electe1 Ear/./g Categor.es $electe1 Ear/./g Categor.es
?@T: Appro2er ReAu.re1 *
?@T: (atch $.3e 24
?@T: Compare $pec.al Rules
E2aluat.o/
?@T: ?ol.1ay ?ours from ?ol.1ay
Cale/1ar *es
?@T: ?ours per *ear 2040
?@T: /clu1e 'rem.um ?ours to 'A *
?@T: &erge (atch T.mecar1s
?@T: %2ert.me :u/ct.o/al.ty o/
?ol.1ays 8a.ly/6ee-ly/$pec.al %2ert.me o/ly a/1 ?ol.1ay Rule
?@T: Rollup (atch ?ours !o
%T) : Allo+ T, loc-./g of 0uer.e1
recor1s *es
%T) : Arch.2e Restore Chu/- $.3e 140
%T) : &a5 6ar/./gs ./ 7al.1ate 8ata
$et 400
%T): Allo+ Cha/ge "roup T.me-eeper
%T): Allo+ $elf $er2.ce T.me E/try for
Term./ate1 Employees !o
%T): Co1e )e2el
%T): 8ata 7olume for #pgra1e
'rogram 6or-er
%T): 8ays a T.me,eeper ca/ access
Co/t./ge/t 6or-er9s t.mecar1 beyo/1
term./at.o/
%T): 8ebug Chec- E/able1 !o
%T): 8efault Appro2al Act.o/ for &ass
T.mecar1 Appro2er Appro2e
%T): 8efer appro2al process o/
t.mecar1 subm.ss.o/ *es
%T): E/able Arch.2e/Restore 8eta.le1
)ogg./g
%T): :.le $eparators for the mport
E5port :u/ct.o/al.ty ;
%T): &a5 Errors
%T): &./.mum Age of 8ata $et for
Arch.2./g <
%T): !umber of past 1ays for +h.ch
retr.e2al co/s.1ers cha/ges =1ays> 3<4
%T): R8( - 8efault Appl.cat.o/ 'ayroll
%T): R8( - Ru/ 'ost Retr.e2al
$/apshot Automat.cally
%T): Tra/sfer (atch $.3e 3000
%T): Tra/sfer to %T)R a/1 / or (EE (oth %T)R a/1 (EE
?R:#ser Type
%T): #se #pgra1e1 Retr.e2al 'rocess
1.3 Create employee a/1 attach that to the user; +h.ch ./ tur/ .s use1 for 1o./g all the setups.
1.B Alter/ate !ames
(efore creat./g alter/ate /ames; all the eleme/ts a/1 .ts l./-s ha2e to be create1 a/1 l./-e1 to
respect.2e payrolls.
lter"ate "a%es "ot )isi#le issue
O"ce all the ele%e"t are created a"d li"*ed to payrolls, please chec* the payrolls are
attached to all e%ployees, +' this is "ot do"e the" alter"ate "a%es ,ill "ot #e )isi#le o" the
sel' ser)ice ti%ecard-
'ter ele%e"ts are li"*ed create ele%e"t sets 'or all the OTL ele%e"ts a"d ru" "a)i.ate to
/OTL pplicatio" de)eloper0 respo"si#ility a"d ru" the co"curre"t pro.ra% "a%e called
/1e"erate Fle2'ield %appi".0 a"d %e"tio" the Ele%e"t set "a%e i" the para%eter- $ote3
+t is )ery i%porta"t to *eep the datetrac* to the sa%e date i-e- 0145a"41671 ,hile doi". all
the setups
1.4 T.me Categor.es
There are so ma/y reAu.reme/ts for T.me categor.es; :or summary Total to be 1.splaye1 o/ the
t.mecar1 for CRegular ?oursD or a/y -./1 of hours type the/ %T) has 'ro2.1e1
Total1EE.Total10 attr.butes .
As sho+/ belo+ Total1 a/1 Total2 are use1 for 1.splay./g the ?ours Totals.
1.< T.me E/try Rules
T.me e/try rules are use1 for co/troll./g the e/t.re t.me e/try o/ the TC.
)et us ta-e a/ e5ample that user shoul1 /ot e/ter CRegular ?oursD more tha/ B0 hours a +ee-
the/ the follo+./g has to 1es.g/e1 ./ the rule
!ame: - %A&C Rule -B
8escr.pt.o/: - Regular hours ca//ot be more tha/ B0 =8escr.pt.o/ .s ma/1atory because o/ the
TC 1escr.pt.o/ +.ll be sho+/ as message> .f th.s left bla/- the/ a see1e1 message +.ll be
1.splaye1.
#sage: - $ubm.ss.o/ / Resubm.ss.o/ =Th.s +.ll 1ec.1e +he/ the 2al.1at.o/ +.ll come ./to effect
..e. +he/ subm.tt./g or Resubm.tt./g.
:ormula: - C$ee1e1 formula for 'er.o1 &a5.mumD
The ./puts are as follo+s
)etFs ta-e a/other e5ample that o2ert.me shoul1 /ot be more tha/ 10hours per +ee-.
!ame: - %A&C Rule -3
8escr.pt.o/: - %2ert.me hours ca//ot be more tha/ 10 hours per +ee- =8escr.pt.o/ .s ma/1atory
because o/ the TC 1escr.pt.o/ +.ll be sho+/ as message> .f th.s left bla/- the/ a see1e1 message
+.ll be 1.splaye1.
#sage: - $ubm.ss.o/ / Resubm.ss.o/ =Th.s +.ll 1ec.1e +he/ the 2al.1at.o/ +.ll come ./to effect
..e. +he/ subm.tt./g or Resubm.tt./g.
:ormula: - C'er.o1 ?ours 2s T.me Category = $ee1e1 formula >D
The ./puts are as follo+s
1.G T.me E/try Rule "roup
Th.s .s a comb./at.o/ of rules +h.ch .s create1 ./ sec 1.< +e ca/ select spec.f.c rule or all rules
a/1 me/t.o/ each %utcome ca/ be 1. Error 2. 6ar/./g 3. (us./ess &essage B.Reaso/ as sho+/
./ the belo+ scree/ shot
!ote: - T.me E/try Rule group .s appl.e1 to prefere/ces.
1.8 Recurr./g 'er.o1s
Recurr./g per.o1 .s the g.2e/ set of 1ays or mo/ths +h.ch .s 1.splaye1 ./ the TC.
#sually Recurr./g per.o1 +.ll ha2e start 1ate +h.ch +.ll 1eterm./e the TC per.o1; th.s 1ate ca/
be start of the year or start 1ate of the payroll ru/ a/1 th.s .s a bus./ess 1ec.s.o/.

/ the abo2e scree/ shot ha2e create1 C%A&C Recurr./g 'er.o1D +h.ch has start 1ate
as 01-Ha/-2012
1.I Appro2al $tyle
Th.s .s the metho1 ./ +h.ch a TC +.ll be appro2e1.
Th.s has t+o sect.o/s 1. Appro2al Rules 2. Appro2al $tyle Compo/e/ts
/ 1.Appro2al Rules $ect.o/ +e ca/ me/t.o/ +h.ch t.me e/try rule comes u/1er +h.ch
appl.cat.o/
/ 2. Appro2al $tyle Compo/e/ts +e ca/ attach the appl.cat.o/ to the spec.f.c appro2al type as
sho+/ ./ the scree/ shot

There are 1.ffere/t types of appro2al mecha/.sm as l.ste1 belo+
Splitti". the ti%e card o" the #asis o' appro)al
There .s bus./ess mecha/.sm ./ +h.ch the Regular ?ours or A/y -./1 of ?ours type has to be
Auto appro2e1 a/1 the rema././g hours has to go for appro2al process. / th.s case the follo+./g
steps ha2e to be 1o/e.
/ 2. Appro2al $tyle Compo/e/ts choose the appl.cat.o/ a/1 the/ select CE/try )e2el Appro2alD
as the type. 6e ca/ obser2e that the butto/ +.ll be e/able1 a/1 the/ cl.c- o/ the butto/ a/1
pro2.1e the 1eta.ls as sho+/ ./ the scree/shot.
)et the 8efault E/try le2el Appro2al $tyle be as ?R $uper2.sor; .f you choose a/yth./g else the/
the +hole t.me car1 +.ll be appro2e1 1.ffere/tly.
Create a t.me category for the spec.f.c ?ours Type a/1 the/ select the type as CAuto Appro2eD;
(y 1o./g th.s o/ly the part.cular hours type +.ll be auto appro2e1 a/1 the rest of the compo/e/ts
+.ll go for appro2al cycle. f there are more tha/ o/e compo/e/t the/ create separate t.me
category for the same.
2.0 Appro2al 'er.o1s
Appro2al per.o1s +.ll allo+ the appro2er to appro2e spec.f.c 1ays of the TC o/ly l.-e
6ee-ly or mo/thly.


2.1 Recurr./g 'er.o1
Recurr./g 'er.o1 are the ra/ge of the 1ates ..e. the t.me car1 .s 1epe/1e/t o/.


2.2 'refere/ces
Th.s .s the sett./g +h.ch +.ll 1eterm./e ho+ a t.mecar1 +.ll loo- l.-e +hat +.ll be the
rules a/1 2al.1at.o/s a/1 +here all the
'refere/ces +.ll be use1.
The follo+./g prefere/ces ha2e to be appl.e1 o/ the t.mecar1 for 'ayroll ./tegrat.o/.

2.2.1
2.2.2
2.2.3


2.2.B
2.2.4
2.2.<
(efore ./tegrat./g abse/ce +.th %T) chec- the prof.le opt.o/ C?R: Abse/ces /tegrat.o/ +.th
%T)D a/1 set .t to *es at $.te le2el
Chec- .f the me/u calle1 CAbse/ce ./tegrat.o/ $etupD .s 2.s.ble or /ot ./ C#$ %T) Appl.cat.o/
8e2eloperD respo/s.b.l.ty.
Create abse/ce eleme/t set a/1 ru/ the C"e/erate fle5 f.el1 a/1 &app./g /format.o/D +.th
parameters as sho+/ belo+.
!a2.gate to CAbse/ce /tegrat.o/ $etupD a/1 pro2.1e the Eleme/t $et /ame as sho+/ ./ the
belo+ scree/ shot
$elect o/ all the abse/ces a/1 sa2e a/1 the/ cl.c- o/ "o
Cl.c- o/ C"e/erate T.me CategoryD
Apply the prefere/ces for the abse/ces.
2.2.G
2.2.8
2.2.I
2.2.10
2.2.11
2.2.12
Create the T.me Category a/1 use the same
2-2-13 (o, to apply Pre'ere"ces
%/ce all the prefere/ces are complete1 the/ the prefere/ces ha2e to be appl.e1 to the .roup
or or.a"i8atio" or it ca" #e applied to i"di)idual perso". As sho+/ ./ the belo+ scree/ shot
the prefere/ces C%&AC 'refere/cesD has bee/ appl.e1 to all the people.
!ote: - The prece1e/ce shoul1 be a u/.Aue /umber +h.ch +.ll 1ec.1e the or1er of appl.cat.o/ of
prefere/ces.

The C)./- byD ./ the lo2 as sho+/ ./ the belo+ scree/shot +here o/e ca/ choose +here all the
prefere/ces ca/ be appl.e1
2.3 ?o+ to create T.me-eeper
!a2.gate to %T) $uper T.me-eeper T.me-eeper "roup
'ro2.1e the !ame a/1 select the t.me-eeper. / the perso/ sect.o/; choose the perso/s ..e. +ho
all comes u/1er respect.2e T,; as sho+/ ./ the scree/shot.
$et the prof.le opt.o/; ?R:#ser Type; to be up1ate able at the s.te; appl.cat.o/; respo/s.b.l.ty or
user le2el so that a 2alue ca/ be e/tere1.
%T): Allo+ Cha/ge "roup T.me-eeper respJle2el KF*esF for the prof.le opt.o/ ?R:#ser Type
2.BT.me ,eeper 'refere/ces
2.B.1
2.B.2
2.B.3
2.2.B
After t.me car1 prefere/ces are 1o/e the/ the same has to be appl.e1 to ./1.2.1ual t.me-eeperFs
..e.
Employees as sho+/ ./ the scree/ shot or T, ca/ be a/y /ame1 perso/ ./ the orga/.3at.o/.
'refere/ces 8eta.ls
Pre'ere"ce $a%e
i" Tree
9Pre'ere"ce
$a%e: ;escriptio"
<alue i" ;e'ault
Pre'ere"ces (ierarchy
;e'ault <alue 'or
Pro5ects
Appe/1 Templates
o/ T.mecar1 =$elf
$er2.ce
:u/ct.o/al.ty to
Appe/1 Templates
o/ the T.mecar1>
*/!. f set to *es; the +or-er
ca/ select more tha/ o/e
template a/1 the 1ata from all
the selecte1 templates appears
o/ the t.mecar1.
!o *es
(us./ess &essages
=$elf $er2.ce
*/!. f set to *es; bus./ess
messages from t.me e/try rule
*es *es
Ab.l.ty to $ho+ a
(us./ess &essage>
2al.1at.o/ are 1.splaye1 to the
+or-er o/ the t.mecar1.
Create 'erso/al
Templates =$elf
$er2.ce Create
Template
:u/ct.o/al.ty>
*/!. f set to *es; +or-ers ca/
create the.r o+/ perso/al
t.mecar1 templates. A Create
Template butto/ .s 1.splaye1 o/
the Templates page.
!o *es
8ate :ormats =$elf
$er2.ce 8ate
:ormat
:u/ct.o/al.ty>
8eterm./es the 1.splay of 1ate
formats for the t.mecar1. *ou
ca/ choose the 1ate format for
the 'er.o1 ).st; T.mecar1 Table
8ay ?ea1er; a/1 T.mecar1
8eta.ls 'age 8ay ?ea1er.
8ecember 31; 2002. Tue;
8ec 31.Tues1ay;
8ecember 31; 2002
L!o/eM
8efault Appro2er
=6or-er 8efault
Appro2er>
f the E/ter %2err.1e Appro2er
prefere/ce .s set to *es; the/ you
ca/ select a/y super2.sor ./ the
bus./ess group to be the 1efault
2alue ./ the %2err.1e Appro2er
f.el1.
L!o/eM L!o/eM
8.sco//ecte1
E/try =$elf $er2.ce
8.sco//ecte1
E/try %pt.o/ for
6or-er>
#ploa1/8o+/loa1; or !o/e.
8eterm./es +hether +or-ers ca/
e/ter t.me a/1 labor 1ata us./g a
sprea1sheet =.mport> a/1
+hether they ca/ 1o+/loa1 1ata
to the sprea1sheet =e5port>.
!o/e #ploa1/8o+/loa1
T.mecar1 Allo+s
8.splay of Accrual
(ala/ces
Re1uce pote/t.al 2al.1at.o/
errors by 1.splay./g the accrual
bala/ces o/ the t.mecar1. $elf-
ser2.ce users ca/ 2.e+ the
accrual bala/ce before
subm.tt./g the.r abse/ces. $elect
yes ./ the 8.splay (ala/ce
segme/t to 1.splay the bala/ce
compo/e/t o/ the t.mecar1. The
appl.cat.o/ uses the ?R: Accrual
'la/ Eleme/t $et prof.le opt.o/
.f you lea2e the Eleme/t $et as
!ull. $elect a/ e2aluat.o/ 1ate
for the accrual bala/ces to
1.splay. The appl.cat.o/ uses the
Accrual E2aluat.o/ 8ate you
select to 1.splay the accrual
bala/ces.

E/ter !egat.2e
?ours =$elf
$er2.ce Ab.l.ty to
*/!. f set to *es; the/ +or-ers
ca/ e/ter /egat.2e hours o/ the.r
t.mecar1.
!o *es
E/ter !egat.2e
?ours>
E/ter %2err.1e
Appro2er =6or-er
'refere/ce to E/ter
a/ %2err.1./g
Appro2er>
*/!. f set to *es; the/ +or-ers
ca/ e/ter a/ o2err.1e appro2er
o/ the t.mecar1. *ou must also
set the %2err.1e Appro2al $tyle
segme/t of the Appro2al $tyle
prefere/ce to 'roHects %2err.1e
Appro2er.
!o *es
!umber of Empty
Ro+s o/ the
T.mecar1 =$elf
$er2.ce !umber of
Empty Ro+s o/
the T.mecar1>
The /umber of empty ro+s to
1.splay o/ the +or-er9s 1efault
t.mecar1.
1 1
!umber of Rece/t
T.mecar1s
8.splaye1 =$elf
$er2.ce !umber of
Rece/t T.mecar1s
o/ T.me E/try
$cree/>
The /umber of pre2.ously
e/tere1 t.mecar1s to 1.splay.
4 4
%T) Rules
E2aluat.o/ =$elf
$er2.ce 'refere/ce
to Allo+ Rules
E2aluat.o/>
*/!. $et the E2aluate %T)
Rules segme/t to *es for
+or-ers +hose t.me .s subHect to
%T) rules base1 o/ a rotat.o/
pla/ a/1 ear/./gs pol.cy. f set
to *es; use the Appro2al Rules
for Rules E2aluat.o/ segme/t to
select the appl.cat.o/s that
appro2e the 1ata before you ca/
ru/ the Tra/sfer to (EE process.
*ou may also select a/ %2ert.me
Recurr./g 'er.o1 to calculate
o2ert.me for /o/-+ee-ly
payrolls.
!o !o
'ubl.c Template
"roups
8eterm./es the $elf $er2.ce
T.mecar1 Template "roup
8y/am.c Templates
"roup

$a2e as Templates
o/ T.mecar1 =$elf
$er2.ce $a2e as
Template
:u/ct.o/al.ty o/
T.mecar1>
*/!. f set to *es; the/ the $a2e
As A Template butto/ 1.splays
o/ the +or-er9s t.mecar1.
!o *es
$elf $er2.ce :lo+ Au1.t or $ta/1ar1. f set to
Au1.t; the/ you use the Cha/ge
L!o/eM L!o/eM
a/1 )ate Au1.t 'refere/ce /o1e.
f set to $ta/1ar1; the/ you
choose /ot to use Cha/ge a/1
)ate Au1.t.
Template Ass.g/e1
7alue -
A1m./.strator
=$elf $er2.ce
8efault Template
Ass.g/e1 by $ys
A1m./>
8efault template ass.g/e1 by the
system a1m./.strator.
L!o/eM L!o/eM
Template Ass.g/e1
7alue - E/1 #ser
=$elf $er2.ce
8efault Template
$electe1 by #ser>
8efault template selecte1 by
+or-er. Chec- the E1.table by
#ser chec- bo5 .f you +a/t
+or-ers to be able to select the.r
o+/ 1efault template.
L!o/eM L!o/eM
Template
:u/ct.o/al.ty =$elf
$er2.ce Template
:u/ct.o/al.ty for a
6or-er>
*/!. $elect *es ./ the Template
:u/ct.o/al.ty for a 6or-er
segme/t to e/able +or-ers to
use templates.
*/!. $elect *es ./ the Create
Nero ?ours )ast T.mecar1
segme/t to e/able users to create
t.mecar1s us./g the last t.mecar1
template. The 1efault .s set to
!o.
f you set th.s segme/t to *es;
a/1 the +or-er creates a
t.mecar1 base1 o/ the last
t.mecar1 template; the/ the
appl.cat.o/ appl.es the template
to the t.mecar1 +.th 3ero hours
for the f.rst 1ay a/1 bla/- hours
for the other 1ays.
!o *es
T.mecar1 Alter/ate
!ames =$elf
$er2.ce T.mecar1
Alter/ate !ame
$et 8ef./e1 for a
#ser>
8eterm./es the set of alter/ate
/ames use1 to co/f.gure l.sts of
2alues o/ +or-ers9 t.mecar1s.
*ou must 1ef./e T.mecar1
Alter/ate !ames.
L!o/eM L!o/eM
T.mecar1 8elete
Allo+e1
*es/!o. f set to *es; the/ you
pro2.1e +or-ers the ab.l.ty to
1elete a t.mecar1. f you select
!o; the/ you 1.sable the 1elete
t.mecar1 feature.
L!o/eM L!o/eM
T.mecar1 )ayout 8eterm./es +h.ch t.mecar1 E5cept.o/ )ayout - T.me 'roHects T.mecar1
=$elf-$er2.ce
T.mecar1 Re2.e+;
a/1 Co/f.rmat.o/
)ayout 'ages>
layouts +or-ers use for 1ata
e/try; re2.e+; co/f.rmat.o/;
1eta.l page; a/1 for e5port.
f you lea2e the E5port segme/t
bla/-; the/ the T.mecar1 e/try
layout .s use1 for e5port.
f you use E/try )e2el
Appro2als; the/ select the
Appro2al :ragme/t )ayout to
route all appro2er comme/ts to
the +or-er.
f you use /l./e !ot.f.cat.o/s;
the/ select the appropr.ate
/ot.f.cat.o/ layout.
8.splays a co/cate/ate1 e/try of
'roHect !umber a/1 Tas-
8eta.ls.
car1 E/try 'age )ayout
T.mecar1 'er.o1
=$elf $er2.ce
T.mecar1 'er.o1
for 6or-er>
8eterm./es +h.ch recurr./g t.me
per.o1 +or-ers use for t.mecar1
e/try.
6ee-ly - $tarts $u/1ay 6ee-ly - $tarts
$u/1ay
T.mecar1 #/.t of
&easure =$elf
$er2.ce #/.t of
&easure to be
#se1 o/ a
T.mecar1
8eterm./es the u/.ts ./ +h.ch
+or-ers e/ter t.me a/1 labor
1ata; such as 1ays; hours; p.eces;
a/1 t.me u/.ts as +ell as the
format for e/ter./g t.me.
?ours ??:mm ?ours ??:mm
T.mecar1 $tatus
Allo+./g E1.ts
=$elf $er2.ce
T.mecar1 $tatus
that Allo+s #ser
E1.ts>
8eterm./es the t.mecar1s you
ca/ e1.t; accor1./g to the.r status
a/1 1ata. $elect a status ./ the
$tatus Allo+./g E1.ts f.el1:
$ubm.tte1 - 6or-ers ca/ e1.t
subm.tte1; /e+; +or-./g; a/1
reHecte1 t.mecar1s.
Appro2als /.t.ate1 - 6or-ers
ca/ e1.t; 1elete; a/1 resubm.t
/e+; +or-./g; reHecte1; a/1
subm.tte1 t.mecar1s; plus those
for +h.ch a/ appro2al process
has bee/ ./.t.ate1.
$ote3 6or-ers ca/ e1.t
t.mecar1s ./ th.s status o/ly .f
the rec.p.e/t appl.cat.o/ has /ot
retr.e2e1 them.
Retro - 6or-ers ca/ e1.t all
!e+; 6or-./g; reHecte1
8ay f.el1s are bla/-;
mea/./g there .s /o t.me
l.m.ts o/ e/ter./g a/1
e1.t./g t.mecar1s.
!e+J6or-./gJReHecte1 -
6or-ers ca/ o/ly e1.t
u/subm.tte1 t.mecar1s; or
t.mecar1s ./ a +or-./g or
reHecte1 status.
Retro
8ay f.el1s are
bla/-; mea/./g
there .s /o t.me
l.m.ts o/ e/ter./g
a/1 e1.t./g
t.mecar1s.
t.mecar1s; ./clu1./g subm.tte1;
appro2e1 a/1 processe1
t.mecar1s. A1Hustme/ts ma1e at
th.s po./t +oul1 create a Retro
T.me A1Hustme/t.
/ the 'ast !umber of 8ays
f.el1; e/ter the age of the ol1est
t.mecar1 a +or-er ca/ e1.t.
T.mecar1s for the per.o1 ./
+h.ch th.s 1ay falls +.ll be
e1.table.
/ the :uture !umber of 8ays
f.el1; e/ter ho+ ma/y 1ays ./
a12a/ce a +or-er ca/ e/ter a
t.mecar1. :or e5ample; .f you
e/ter 28; a +or-er ca/ e/ter
t.mecar1s for all per.o1s up to
a/1 ./clu1./g the per.o1 that
./clu1es the 28th 1ay.
$ote3 A t.mecar1 .s e1.table
o/ly .f .t has a status that allo+s
e1.ts a/1 .f the t.mecar1 per.o1
falls +.th./ the 1ate l.m.ts set by
th.s prefere/ce.
/ the :uture T.me 'er.o1 ).m.t
f.el1; choose the t.me per.o1 as
Act.2e Ass.g/me/t to ge/erate
t.mecar1 per.o1s up to the actual
term./at.o/ 1ate; other+.se;
choose Ass.g/me/t up to :./al
Term./at.o/ to ge/erate
t.mecar1 per.o1s up to the f./al
term./at.o/ 1ate.
$ote3 Although all t.me per.o1s
are a2a.lable o/ a term./ate1
employee9s t.mecar1; they
ca//ot subm.t a t.mecar1 after
the actual term./at.o/ 1ate.
Ti%e Store
The t.me store h.erarchy co/ta./s the prefere/ces that relate to the fu/ct.o/al.ty of the t.me store
a/1 appl.cat.o/s.
Pre'ere"ce ;escriptio" ;e'ault <alue
;e'ault <alue
'or Pro5ects
Abse/ces E/able /tegrat.o/ +.th Abse/ces - !o
:u/ct.o/al.ty 1eterm./es .f t.me store abse/ce
./tegrat.o/ .s set up for +or-er
Allo+ E1.t o/ mporte1 Abse/ce E/tr.es -
1eterm./es .f +or-ers ca/ e1.t abse/ce
e/tr.es.
Act.o/ for Abse/ces 'e/1./g Appro2al -
1eterm./es .f the +or-er 2.e+s a/ error or
a +ar/./g.
Retr.e2al Rule for Abse/ces - 1eterm./es
the metho1 to use for o/l./e retr.e2al. *ou
ca/ choose from #se Retr.e2al Rule
"roup 'refere/ce; 6or-./g; $ubm.tte1;
Appro2e1.
8.splay Abse/ce $tatus Reg.o/ o/
T.mecar1 - 1eterm./es .f the abse/ce
status reg.o/ 1.splays o/ +or-ers9
t.mecar1s.
$ote3 The sett./gs you choose here
1eterm./e .f the $ho+ Abse/ces $cree/
%pt.o/ ./ T.me-eeper 1.splays as
sho+//h.11e/.
Act.o/ for %2erlap a/1 'T% 7al.1at.o/s -
1eterm./es .f the appl.cat.o/ 1.splays a/
error; +ar/./g or .g/ores o2erlaps a/1
2al.1at.o/ ./co/s.ste/c.es.
Act.o/ for Abse/ces 'e/1./g
Co/f.rmat.o/ - 1eterm./es .f the
appl.cat.o/ 1.splays a/1 error or a
+ar/./g to +or-ers.
E5clu1e Abse/ces from T.mecar1 Totals O
1eterm./es .f the t.mecar1 total ./ the
t.me e/try; re2.e+; co/f.rmat.o/ a/1
/ot.f.cat.o/ pages 1.splays totals for both
hour a/1 1ay base1 abse/ces.
!o
Error
Appl.cat.o/ $et =T.me
$tore Appl.cat.o/ $et>
$ote3 To e/sure
proper set up; your
appl.cat.o/ set 2alues
must match those
1ef./e1 for your
retr.e2al rules.
8eterm./es +h.ch appl.cat.o/s retr.e2e
+or-ers9 t.mecar1 - you must 1ef./e at
least o/e appl.cat.o/ set: ?uma/
Resources - %racle ?uma/ ResourcesP
'ayroll - %racle 'ayrollP 'roHects - %racle
'roHectsP ?R/'roHects - ?uma/ Resources
a/1 'roHectsP ?R/'ayroll - 'roHects a/1
'ayrollP ?R/'ayroll/'roHects - ?uma/
Resources; 'ayroll a/1 'roHects.
?uma/
Resources
'roHects
Appro2al 'er.o1s
=T.me $tore Appro2al
8eterm./es the appro2al t.me per.o1s for
each appl.cat.o/.
6ee-ly 'er.o1s -
$tarts $u/1ay
6ee-ly 'er.o1s
- $tarts $u/1ay
'er.o1s>
Appro2al $tyle =T.me
$tore Appro2al $tyle>
8eterm./es the appro2al rules a/1 metho1
for each appl.cat.o/.
To e/able o2err.1e appro2er fu/ct.o/al.ty;
you must e/sure that the E/ter %2err.1e
Appro2er prefere/ce .s set to *es. Th.s
ca/ 1.splay the %2err.1e Appro2er f.el1
o/ the proHects; payroll; e5cept.o/; a/1
comb./at.o/ layouts; +here a +or-er ca/
select a/yo/e ./ the bus./ess group.
Auto Appro2e
=/o 2alue for
%2err.1e
Appro2al $tyle
segme/t>
Auto Appro2e
'roHect
%2err.1e
Appro2er =for
%2err.1e
Appro2al $tyle
segme/t>
Au1.t./g
ReAu.reme/ts =T.me
$tore Au1.t
ReAu.reme/ts>
8eterm./es +hether e/tr.es +.ll be
au1.te1 us./g Cha/ge a/1 )ate Au1.t. f
Cha/ge a/1 )ate Au1.t .s selecte1; the/
you must e/ter your Cha/ge a/1 )ate
Au1.t rules.
L!o/eM L!o/eM
E/try )e2el
'rocess./g Rule
"roups
$ote3 To e/sure
proper set up; your
e/try le2el process./g
rule groups shoul1 be
1ef./e1 to ./clu1e the
2alues 1ef./e1 ./ your
appl.cat.o/ set; a/1
your retr.e2al rules.
8ef./e1 the e/try le2el process./g t.me
e/try rules use1 to 2al.1ate the +or-ers
t.mecar1s.
L!o/eM L!o/eM
Retr.e2al 8ashboar1
:u/ct.o/al.ty
T.me $tore Retr.e2al 8ashboar1 $etup for
6or-er - 1eterm./es .f the appl.cat.o/
selects the s/apshot 1ur./g t.mecar1
subm.ss.o/ process or at a later stage.

Retr.e2al Rule
"roups =T.me $tore
Retr.e2al Rule
"roups>
$ote3 To e/sure
proper set up; you
retr.e2al rules must
match those 1ef./e1
for your appl.cat.o/
set.
8eterm./es the retr.e2al rules for each
rec.p.e/t appl.cat.o/9s retr.e2al process.
The retr.e2al rules 1ef./e the appro2al
status 1ata must ach.e2e before .t ca/ be
retr.e2e1. *ou must 1ef./e a Retr.e2al
Rule "roup.
'roHects Retr.e2al Rule "roup
'ayroll Retr.e2al Rule "roup
?uma/ Resources Retr.e2al Rule "roup
'roHects a/1 'ayroll Retr.e2al Rule "roup
?uma/ Resources a/1 'roHects Retr.e2al
Rule "roup
?uma/ Resources a/1 'ayroll Retr.e2al
Rule "roup
?R; 'ayroll; a/1 'roHects Retr.e2al Rule
"roup
?uma/
Resources
Retr.e2al Rule
"roup
?R; 'ayroll a/1
'roHects
Retr.e2al Rule
"roup
!ote: E/sure that a +or-er9s retr.e2al rule
group 1oes /ot co/ta./ rules for
appl.cat.o/s that are /o ./ the appl.cat.o/
set.
T.mecar1 ReAu.re1
=T.me $tore T.me
ReAu.re1 for 6or-er>
).sts a/y appl.cat.o/s that 1o /ot reAu.re
a t.mecar1.
L!o appl.cat.o/sM L!o
appl.cat.o/sM
T.me E/try Rule
"roups =T.me $tore
T.me E/try Rules>
8ef./es the t.me e/try rules to be use1 to
2al.1ate the +or-er9s t.mecar1s.
L!o/eM L!o/eM
T.me $tore 8ays to
?ours Co/2ers.o/
Co/2erts 1ay t.mecar1 e/tr.es to hours for
'roHects Appl.cat.o/s.
L!o/eM L!o
appl.cat.o/sM
7al.1ate o/ $a2e
=T.me $tore 7al.1ate
o/ $a2e>
8eterm./es +hether the %T) appl.cat.o/
ru/s the Rec.p.e/t #p1ate a/1 Rec.p.e/t
7al.1ate 'rocesses +he/ the user chooses
the $a2e for )ater opt.o/.
f you set th.s prefere/ce to *es; the/ the
%T) appl.cat.o/ ru/s the Rec.p.e/t
#p1ate a/1 Rec.p.e/t 7al.1ate 'rocesses.
f you set th.s prefere/ce to !o; the/ the
%T) appl.cat.o/ 1oes /ot ru/ the
Rec.p.e/t #p1ate a/1 Rec.p.e/t 7al.1ate
'rocesses.
:or %racle 'roHects; ho+e2er; the
appl.cat.o/ ru/s the Rec.p.e/t #p1ate a/1
Rec.p.e/t 7al.1ate 'rocesses .rrespect.2e
of th.s prefere/ce.
*ou ca/ reta./ the ro+s +.th bla/- hours
./ a t.mecar1 after sa2./g the t.mecar1; by
sett./g the segme/t Restr.ct t.mecar1
ro+=s> +.thout a/y hours to !o o/ the
t.mecar1.

Ti%e*eeper
The T.me-eeper /o1e co/ta./s the pre1ef./e1 prefere/ces for the T.me-eeper feature.
Pre'ere"ce $a%e i"
Tree 9Pre'ere"ce
$a%e: ;escriptio"
<alue i" ;e'ault
Pre'ere"ces
(ierarchy
;e'ault <alue
'or Pro5ects
T.me-eeper E/try -
8.splay %pt.o/s
=T.me-eeper &.sc
$etup tems>
8eterm./es the .tems to 1.splay o/ the
t.me-eeper page. *ou ca/ choose to
1.splay; //%ut t.me e/tr.es; 'erso/
!ame; 'erso/ !umber; Attr.bute tem
!ame for 1eta.l /format.o/; a/1
8escr.pt.2e :le5f.el1s to 1.splay.
!o; *es; !o;
L/o/eM; a/1
L/o/eM;
respect.2ely
!o; *es; !o;
L/o/eM; a/1
L/o/eM
respect.2ely
T.me-eeper
T.mecar1 )ayout
8eterm./es +h.ch colum/s to 1.splay o/
the T.me-eeper T.mecar1 )ayout.
L!o/eM L!o/eM
=T.me-eeper )ayout
Attr.butes>
dditio"al Features ,ith Pre'ere"ces
The follo+./g features ha2e prefere/ces. *ou ca//ot cha/ge or 1elete these 2alues; ho+e2er; you
ca/ create /e+ prefere/ce 2alues for these features.
&ha".e a"d Late udit
The Cha/ge a/1 )ate Au1.t /o1e co/ta./s the pre1ef./e1 prefere/ces for Cha/ge a/1 )ate Au1.t
fu/ct.o/al.ty. *ou ca//ot cha/ge or 1elete these 2alues; ho+e2er; you ca/ create /e+ prefere/ce
2alues.
Pre'ere"ce $a%e i"
Tree 9Pre'ere"ce
$a%e: ;escriptio"
<alue i" ;e'ault
Pre'ere"ces
(ierarchy
;e'ault <alue
'or Pro5ects
C)A - 8elete
T.mecar1s
=T.mecar1 8elete
Allo+e1>
8eterm./es +hether +or-ers ca/
1elete the.r t.mecar1s. Th.s 2alue
must be set at !o +he/ us./g
cha/ge a/1 late au1.t feature.
T.me-eepers ca/ 1elete t.mecar1s
.rrespect.2e of th.s prefere/ce.
!o !o
C)A - )ayout
=$elf-$er2.ce
T.mecar1; Re2.e+ a/1
Co/f.rmat.o/ )ayout
'ages for a 6or-er>
8eterm./es +h.ch t.mecar1 layouts
+or-ers use for 1ata e/try; re2.e+;
co/f.rmat.o/; 1eta.l page; e5port
a/1 au1.t. f you lea2e the e5port
segme/t bla/-; the T.mecar1 e/try
layout .s use1 for e5port.
'roHects layout .s
1efaulte1 for all
2alues e5cept
E5port. E5port .s
L!o/eM
'roHects layout .s
1efaulte1 for all
2alues e5cept
E5port. E5port .s
L!o/eM
C)A - 'rocess :lo+
=$elf $er2.ce :lo+>
8eterm./es +h.ch process flo+ .s
to be use1 1ur./g t.me e/try
Au1.t Au1.t
C)A - Rule "roup
=T.me $tore Au1.t
ReAu.reme/ts>
8ef./es the t.me e/try rules to be
use1 to 2al.1ate +or-ers t.mecar1s
L!o/eM L!o/eM