OTL Contingent Worker Functionality

Purchasing Timecard Layout

By Karen Barworth

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January 18, 2005

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OTL Contingent Worker Setup
vispay01 – 11.5.10 payroll instance

In order to set up CWK in OTL, some preliminary set up is required in Purchasing and
HRMS. The Purchasing Timecard layout for a Contingent Worker reads Purchase Order
(PO) information from the Supplier Tab on the HRMS Assignment record.

In Purchasing, a PO is necessary to link to the Supplier Tab on the Assignment

form.

HRMS accesses a PO on the Supplier Tab on the Assignment record.

Purchasing PO setup
Responsibility: Purchasing, Vision Services (USA)

Some basic setup is necessary to create a PO

Check HR setup. This has been done for Vision Corporation, but will need to be done if
setting up your own business group.
Navigation: Setup > Organizations > Financial Options > Human Resources Tab
Business Group: Vision Corporation

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BUYER
A Buyer is used on the PO.
Set up a Buyer: Setup > Personnel > Buyers
Select a Buyer from the LOV. To be on the LOV, the record must be an employee in the
application.

The only 2 fields necessary are Buyer and From date.

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JOB
Job is a required field on the PO when Temp Labor is the selected Type
To set up a Job in Purchasing:
Setup > Purchasing > Job Category Association
Select the Create button
Select a Job that is available in Job listing for Vision Corporation
Select a Category (It doesn’t seem to matter what category is selected)
Vision Corporation may default as the Business Group, but if it does not, select it.
Apply

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The Job can now also be queried if necessary – enter a partial value in the Job Field, then
select the value of the job searching on, then GO. The resulting values should display
below the entry fields

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Create Purchase Order
To access the Purchase Order form, you must be an employee.
Purchase Orders > Purchase Orders
Enter Supplier
Enter Type (Standard Purchase Order) – will default
Enter a Line Item (Details follow)
Shipments Button > Distributions Button to enter GL Account codes
Approve Button to submit timecard for approval

Purchase Order form

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ENTER A LINE ITEM DETAILS
Type field: Rate Based Temp Labor required to interface with an Assignment. (Fixed
Price will not work with OTL, and you will not be able to see the PO’s in the LOV).
Job becomes a required field when Temp Worker selected
Amount is a required field for Temp Worker

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Select Temporary Labor Tab and enter Start Date
The other tabs are optional

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Select Shipments Button > Distributions Button
Enter the PO Charge Account for distribution

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APPROVE THE PO
It must be Approved to show up in the LOV of POs on the Assignment Supplier Tab
To Approve, select the Approve button > OK, and the PO will be automatically approved

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 HRMS

Enable The Profile Option, PO: Enable Services Procurement

In order to have access to POs on the Assignment’s Supplier tab, this profile option must
be set to ‘Yes’.

If Oracle Services Procurement is licensed and installed, set the new PO: Services
Procurement Enabled profile option to Yes to no longer have to manage supplier and
assignment rate information using Oracle HRMS.

A purchase order can be selected for a contingent worker, and the associated supplier and
assignment rate information can be viewed using the standard People windows, the
People Management templates, or the HR Foundation templates.

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Create a Contingent Worker
Set up a Contingent Worker on the Person form using the Create Placement Action
Enter Address
Assignment form
Enter Supervisor
Supplier Tab - By selecting the PO before selecting a Job on the Supplier tab, the
Job associated with the PO line item will automatically fill in the Job field. If the Job
field is entered before selecting the PO, only the POs associated with that Job are
available in the LOV.

For POs to be available in the LOV, watch for date tracking.

Setup CWK as a User

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 OTL SETUP
Preferences specific to Purchasing
Application Set – Purchasing
Timecard Layout –
Purchasing Timecard Layout
Purchasing - Review Timecard Layout
Purchasing - Confirmation Timecard Layout
Approval Style – I set one up specific for Purchasing Auto Approve
Retrieval Rule Group – Purchasing Retrieval Rule Group
Approval Period – select the seeded one associated with Purchasing:
Weekly Periods – Starts Monday

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Purchasing Preference Node

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Set up Eligibility Criteria for the new Node. As a precaution, check the People Tab that
your node is in effect for your person. Under Employee are the selections Employee and
Contingent Worker.

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Log into Self Service as the Contingent Worker > Create Timecard > Select the PO

The Purchase Order pulls from the PO on the Assignment form.

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To transfer time to Purchasing
Responsibility: Responsibility: Purchasing, Vision Services(USA)

Process: Retrieve Time from OTL

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From HXT H, Note 282087.1
1. Contingent Worker Support
a. Description
Contingent Worker Support is available for the following functionalities within OTL:
- Self Service Time Entry
- Self Service Line Manager
- Approvals
- Timekeeper Functions
- Delivered Procurement Timecard Layout
- Retrieval to Procurement
b. Benefits
Contingent Worker Support, by allowing the automation of time entry for the contingent
workers, provides the following benefits:
- Single source of time entry for all workers
- Configurable timecard layouts
- Validation of timecard data from recipient applications, such as Procurements, Projects,
etc.
c. How to use this feature:
- Contingent Workers use the PO timecard layout to enter time against the relevant PO
and the PO lines for the given time period.
d. Setups
- Create the worker in HR as a CWK Person.
- Add the PO and PO lines that will need to be available to the contingent worker to the
person's assignment record.
- PO information is captured on the Supplier Tab of the Assignment form.
- All OTL setups are the same as for any other resource, i.e., preferences for the
appropriate timecard layout, for the approval rules, etc.
e. Dependencies and Interactions:
- The use of the Contingent Worker in OTL is dependent on
i) The person record in HR
ii) PO and PO line information set up in Procurement
iii) PO and PO line information on the Assignment form
f. Minipack Release
HXT-G

HRMS FP H Readme ----

Obtain Purchase Order Information for Contingent Workers from Oracle Services
Procurement
Integration between Oracle HRMS and Oracle Services Procurement enables you to
obtain purchase order information for contingent workers directly from Oracle Services
Procurement.

If you install and license Oracle Services Procurement, and set the new PO: Services
Procurement Enabled profile option to Yes, you no longer need to manage supplier and
assignment rate information using Oracle HRMS.

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You can select a purchase order for a contingent worker, and view the associated supplier
and assignment rate information, using the standard People windows, the People
Management templates, or the HR Foundation templates.

In addition, Oracle SSHR supports the new function. The contingent worker's assignment
history now includes purchase order information, where appropriate.

If you use Oracle Services Procurement, you can no longer view any assignment rate
information you entered previously into Oracle HRMS. You can remove this rate
information from Oracle HRMS using hr_rate_values_api.delete_rate_value.
Oracle HRMS continues support for contingent worker assignments and rates as before
for those enterprises where Oracle Services Procurement is unavailable.

-***-
I found this research
a)If the user is using the Purchasing Layout in OTL then:
----------------------
The LOV should only show those POs that have been assigned to the contingent
worker via the HR Assignments form. If at least one day of the timecard period
falls within the effective start/end dates of the assignment, the PO should
appear in this LOV. Otherwise, it is assumed that the assignment is no longer
effective and the user should not be able to select the PO from the LOV.

b)If the user is using the Projects Purchasing Layout in OTL then:
-----------------------
· Project
Project information should be pulled from the PO distributions for all valid
POs (using same criteria as for the purchasing layout) associated with the CWK.
This should be a distinct list.
· Task
Project task should be dependent on the selected project (LOV). Again, this
should be a distinct list.
· PO/Line
When project and task information is provided, this LOV should show all valid
POs for which a distribution exists with the selected project and task inf
ormation.
· Rate Type (modified)
This LOV corresponds to the alternate names that the user defines as part of
the setup. Only those alternate names pointing to valid rate types for the
selected PO should display here. See description for purchasing layout.

Attention: Although this alternate name stores values for expenditure type,
there is no dependency or validation against the expenditure type captured on
the PO distribution.

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This the intrended functionality of OTL Projects Purchasing Layout.
*****

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