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Oracle Time and Labor (OTL) Setup for Project

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iavinashpatel

This document provides an overview of the configuration steps required to set up Oracle Time and Labor (OTL) for time tracking and approval. It includes details on setting up responsibilities, profile options, elements, element links, element sets, flexfields, time categories, time entry rules, approval styles, retrieval rules and more. The document also outlines the preferences required for self-service timecard functionality.

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1 16 Table of Contents Table of Contents.......................................................................................................................1 1.0 OTL: Responsibilities....................................................................................................2 2.0 OTL: Profile Options.....................................................................................................3 3.0 OTL: Element ...............................................................................................................4 4.0 OTL: Element Link........................................................................................................5 5.0 OTL: Element Set .........................................................................................................6 6.0 OTL: Generate Flexfield and Mapping Information.....................................................7 7.0 OTL: Time Categories...................................................................................................8 8.0 OTL: Time Entry Rules..................................................................................................9 9.0 OTL: Time Entry Rule Group ......................................................................................10 10.0 OTL: Approval Styles..................................................................................................11 11.0 OTL: Alternate Name Definition ................................................................................12 12.0 OTL: Retrieval Rule ....................................................................................................13 13.0 OTL: Retrieval Rule Groups........................................................................................14 14.0 OTL: Preference Hierarchies......................................................................................15 15.0 OTL: Eligibility Criteria ...............................................................................................19
2 16 1.0 OTL: Responsibilities Navigation: System Administrator > Security > Responsibility > Define Responsibility Name Application Responsibility Key From Date Menu Data Group Name Data Group Application Request Group Name Request Group Application Menu Exclusions iAvinash OTL Application Developer Time and Labor Engine IAVI_OTL_APP_DEV 1-Jan- 51 Global OTL Application Developer Standard Time and Labor Engine Global OTL Reports & Processes Time and Labor Engine iAvinash Self Service Time and Expenses Time and Labor Engine IAVI_SSHR_TIME_EXPENSES 1-Jan- 51 Time and Expense Self Service Menu Standard Time and Labor Engine Read More @ http://iavinash.com
3 16 2.0 OTL: Profile Options Navigation: System Administrator > Profile > System Find Profile Site Application Responsibility User Site Application Responsibility iAvinash OTL Application Developer HR:User Type HR with Payroll User MO: Operating Unit YOUR OPERATING UNIT HR: Security Profile iAvinash Business Group HR:Business Group iAvinash Business Group iAvinash Self Service Time and Expenses HR:User Type HR with Payroll User MO: Operating Unit YOUR OPERATING UNIT HR: Security Profile iAvinash Business Group HR:Business Group iAvinash Business Group Read More @ http://iavinash.com
4 16 3.0 OTL: Element Navigation: HRMS Manager > Total Compensation > Basic > Element Description Element Name Primary Classifications Type Input Value Name Units Effective from iAvinash Regular Hours Earnings Non recurring Hours Hours in Decimal format (2 places) 01-JAN-1951 iAvinash Holiday Hours Earnings Non recurring Hours Hours in Decimal format (2 places) 01-JAN-1951 Read More @ http://iavinash.com
5 16 4.0 OTL: Element Link Navigation: OCCA HRMS Manager > Total Compensation > Basic > link Element Name Effective from iAvinash Regular Hours 01-JAN-1951 iAvinash Holiday Hours 01-JAN-1951 Read More @ http://iavinash.com
6 16 5.0 OTL: Element Set Navigation: HRMS Manager > Payroll > Element Set Element Set Name Type Element Include iAvinash Element Set Run Set iAvinash Holiday Hours X iAvinash Regular Hours X Read More @ http://iavinash.com
7 16 6.0 OTL: Generate Flexfield and Mapping Information Navigation: OTL Application Developer > Processes and Reports > Submit Requests > Single Request Request Name: Generate Flexfield and Mapping Information Parameters Delete Definitions? No Element Set iAvinash Element Set Effective Date 01-Jan-1951 Include Cost Flexfield? Yes Include Group Flexfield? Yes Include Job Flexfield? Yes Include Position Flexfield? Yes Include Expenditure Items flexfield? Yes Include Absence Information? Read More @ http://iavinash.com
8 16 7.0 OTL: Time Categories Navigation: OTL Application Developer > Time Categories Name Operator Description Name Value ValueSet EqualTo Read Empty Values as AlternateName--Tab Type Name Equalto Reademptyvaluesas TimeCategory--Tab Name Description Total1 OR Total1 Dummy Element Context iAvinash Regular Hours X Wildcard Dummy Element Context iAvinash Holiday Hours X Wildcard Read More @ http://iavinash.com
9 16 8.0 OTL: Time Entry Rules Navigation: OTL Application Developer > Time Entry Rules > Define Time Entry Rules Name Description Usage Formula Formula Inputs-- Flexfield Mapping Date From DateTo Global iAvinash 24 Hour Max - Save Cannot enter more than 24 hours in a day. Save Seeded formula for Period Maximum One Day. Total1.24.1.No 1-Jan-51 x iAvinash 24 Hour Max - Submit Cannot enter more than 24 hours in a day. Submission / Resubmission Seeded formula for Period Maximum One Day. Total1.24.1.No 1-Jan-51 x Read More @ http://iavinash.com
10 16 9.0 OTL: Time Entry Rule Group Navigation: OTL Application Developer > Time Entry Rules > Define Time Entry Rule Groups Name Name Usage Formula Formula Inputs Mappin g Date From Dat e To Outcom e iAvinash Time Entry Rules iAvinash 24 Hour Max - Save Save Seeded formula for Period Maximum 1-Jan-51 Error iAvinash 24 Hour Max - Submit Submission / Resubmission Seeded formula for Period Maximum 1-Jan-51 Error Read More @ http://iavinash.com
11 16 10.0 OTL: Approval Styles Navigation: OTL Application Developer > Approval > Define Approval Styles Name Description EnableClientExtension Rule Application Application Type Identifier Sequence iAvinash Time Card Approval Style x Projects Projects Auto Approve 10 x Payroll Payroll Auto Approve 10 Read More @ http://iavinash.com
12 16 11.0 OTL: Alternate Name Definition Navigation: Application Developer > Alternate Names > Alternate Name Definition Read More @ http://iavinash.com Alternate Name Definition Description Alternate Name Type Type Name Prompt Alternate Name Date From Date To Values Payroll Element Expenditure Type System Linkage Function Identifier Enabled iAvinash Hours Types Basic hours for all employees OTL Alternate Name DFF Context Elements Expenditure System Linkage Function Hours Regular Hours 1-Jan- 51 iAvinash Regular Hours Regular Labor Hours ST X Holiday Hours 1-Jan- 51 iAvinash Holiday Hours Regular Labor Hours ST X
13 16 12.0 OTL: Retrieval Rule Navigation: OTL Application Developer > Deposit/Retrieval Processes > Define Retrieval Rules Retrieval Rule Name Retreival Process Name Application Status Projects Projects Retrieval Process Projects Approved Read More @ http://iavinash.com
14 16 13.0 OTL: Retrieval Rule Groups Navigation: OTL Application Developer > Deposit/Retrieval Processes > Define Retrieval Rule Groups (Group) Name Retrieval Rules -- Region Name Retrieval Process Projects and Payroll Retrieval Rule Group Projects and Payroll - Approved Projects Retrieval Process Payroll and Projects - Approved BEE Retrieval Process Projects and Purchasing Retrieval Rule Group Projects Projects Retrieval Process Purchasing Purchasing Retrieval Process Read More @ http://iavinash.com
15 16 14.0 OTL: Preference Hierarchies Navigation: OTL Application Developer > Preferences FOLDER-- NameinTree PreferenceNameinTree Preference Preference Values (Actual Value Names are dependent on the Preference chosen and the values set up for each Preference Type; they are labeled as 'Value1', 'Value2', etc. to allow each value to be entered in a separate cell for use by Data Loader 10 iAvinash Preferences Self-Service Append Templates on a Timecard Self Service Functionality to Append Templates on Timecard Yes Business Messages Self Service Ability to Show a Business Message Yes Create Personal Template Self Service Create Template Functionality Yes Date Formats Timecard Display Date Formats Tue, Dec 31 Tue, Dec 31 Tue, Dec 31 Default Approver Worker Default Approver
16 16 Disconnected Entry Self Service Disconnected Entry Option for Worker None No Enter Negative Hours Self Service Ability to Enter Negative Hours Yes Enter Override Approver Worker Preference to Enter an Overriding Approver No Number of Empty rows on Timecard Self Service number of empty rows on the timecard 5 Number of Recent Timecards displayed Self Service number of recent timecards on Time Entry screen 5 OTL Rules Evaluation Self Service Preference to allow Rules Evaluation No Save as Template on Timecard Self Service Save as Template Functionality on Timecard No Self Service Flow Self Service Flow Standard Timecard Layout Self Service Timecard, Review and Confirmation Layout Pages Projects and Payroll Timecard Layout - With Project & Task details concatenated Projects and Payroll Review Layout - With Project & Task details concatenated Projects and Payroll Confirmation Layout - With Project & Task details concatenated US Projects- Details and Payroll Details Layout - With Project & Task details concatenated US Projects and Payroll Notification Layout - With Project & Task details concatenated
17 16 Template Functionality Self Service Template Functionality for a Worker Yes No Yes Yes Timecard Allows Display of Accrual Balances Timecard Allows Display of Accrual Balances No Timecard Alternate Names Self Service Timecard Alternate Name Set Defined for a User iAvinash Hours Types Timecard Delete Allowed Timecard Delete Allowed No Timecard Period Self Service Timecard Period for Worker Weekly Period - Starts Monday Timecard Status Allowing Edits Self Service Timecard Status that Allows User Edits Retro Active Assignment 45 45 Timecard Unit of Measure Self Service Unit of Measure to be Used on a Timecard Hours HH:mm Time Store Application Set Time Store Application Set Payroll and Projects Approval Periods Time Store Approval Periods Weekly Period - Starts Monday Approval Style Time Store Approval Style iAvinash Time Card Approval Style
18 16 Enable Absence Integration Time Store Absence Integration Setup for Worker No Retrieval Rule Group Time Store Retrieval Rule Groups Projects and Payroll Retrieval Rule Group Time Entry Rule Groups Time Store Time Entry Rules iAvinash Time Entry Rule Group Timecard Required Time Store Time Required for Worker Enterprise Asset Management Purchasing Human Resources Timecard Retrieval Dashboard Time Store Retrieval Dashboard Setup for Worker Yes Validate on Save Time Store Validate on Save Yes Yes Timekeeper Allow Negative Entries Self Service Ability to Enter Negative Hours Yes Timekeeper Misc Setup Items Timekeeper Misc Setup Items No Yes Yes Weekly - Starts Monday Timekeeper Timecard Layout Timekeeper Layout Attributes TK Projects List TK Tasks List iAvinash Hours Types
19 16 15.0 OTL: Eligibility Criteria Navigation: OCCA OTL Application Developer > Preferences > Eligibility Criteria Tab Name of Rule Name of Branch Link by Linked to Precedence From To 10 iAvinash Preferences 10 iAvinash Preferences All People 100 01-JAN-1951 Read More @ http://iavinash.com

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Oracle Time and Labor (OTL) Setup for Project

  • 1. 1 16 Table of Contents Table of Contents.......................................................................................................................1 1.0 OTL: Responsibilities....................................................................................................2 2.0 OTL: Profile Options.....................................................................................................3 3.0 OTL: Element ...............................................................................................................4 4.0 OTL: Element Link........................................................................................................5 5.0 OTL: Element Set .........................................................................................................6 6.0 OTL: Generate Flexfield and Mapping Information.....................................................7 7.0 OTL: Time Categories...................................................................................................8 8.0 OTL: Time Entry Rules..................................................................................................9 9.0 OTL: Time Entry Rule Group ......................................................................................10 10.0 OTL: Approval Styles..................................................................................................11 11.0 OTL: Alternate Name Definition ................................................................................12 12.0 OTL: Retrieval Rule ....................................................................................................13 13.0 OTL: Retrieval Rule Groups........................................................................................14 14.0 OTL: Preference Hierarchies......................................................................................15 15.0 OTL: Eligibility Criteria ...............................................................................................19
  • 2. 2 16 1.0 OTL: Responsibilities Navigation: System Administrator > Security > Responsibility > Define Responsibility Name Application Responsibility Key From Date Menu Data Group Name Data Group Application Request Group Name Request Group Application Menu Exclusions iAvinash OTL Application Developer Time and Labor Engine IAVI_OTL_APP_DEV 1-Jan- 51 Global OTL Application Developer Standard Time and Labor Engine Global OTL Reports & Processes Time and Labor Engine iAvinash Self Service Time and Expenses Time and Labor Engine IAVI_SSHR_TIME_EXPENSES 1-Jan- 51 Time and Expense Self Service Menu Standard Time and Labor Engine Read More @ http://iavinash.com
  • 3. 3 16 2.0 OTL: Profile Options Navigation: System Administrator > Profile > System Find Profile Site Application Responsibility User Site Application Responsibility iAvinash OTL Application Developer HR:User Type HR with Payroll User MO: Operating Unit YOUR OPERATING UNIT HR: Security Profile iAvinash Business Group HR:Business Group iAvinash Business Group iAvinash Self Service Time and Expenses HR:User Type HR with Payroll User MO: Operating Unit YOUR OPERATING UNIT HR: Security Profile iAvinash Business Group HR:Business Group iAvinash Business Group Read More @ http://iavinash.com
  • 4. 4 16 3.0 OTL: Element Navigation: HRMS Manager > Total Compensation > Basic > Element Description Element Name Primary Classifications Type Input Value Name Units Effective from iAvinash Regular Hours Earnings Non recurring Hours Hours in Decimal format (2 places) 01-JAN-1951 iAvinash Holiday Hours Earnings Non recurring Hours Hours in Decimal format (2 places) 01-JAN-1951 Read More @ http://iavinash.com
  • 5. 5 16 4.0 OTL: Element Link Navigation: OCCA HRMS Manager > Total Compensation > Basic > link Element Name Effective from iAvinash Regular Hours 01-JAN-1951 iAvinash Holiday Hours 01-JAN-1951 Read More @ http://iavinash.com
  • 6. 6 16 5.0 OTL: Element Set Navigation: HRMS Manager > Payroll > Element Set Element Set Name Type Element Include iAvinash Element Set Run Set iAvinash Holiday Hours X iAvinash Regular Hours X Read More @ http://iavinash.com
  • 7. 7 16 6.0 OTL: Generate Flexfield and Mapping Information Navigation: OTL Application Developer > Processes and Reports > Submit Requests > Single Request Request Name: Generate Flexfield and Mapping Information Parameters Delete Definitions? No Element Set iAvinash Element Set Effective Date 01-Jan-1951 Include Cost Flexfield? Yes Include Group Flexfield? Yes Include Job Flexfield? Yes Include Position Flexfield? Yes Include Expenditure Items flexfield? Yes Include Absence Information? Read More @ http://iavinash.com
  • 8. 8 16 7.0 OTL: Time Categories Navigation: OTL Application Developer > Time Categories Name Operator Description Name Value ValueSet EqualTo Read Empty Values as AlternateName--Tab Type Name Equalto Reademptyvaluesas TimeCategory--Tab Name Description Total1 OR Total1 Dummy Element Context iAvinash Regular Hours X Wildcard Dummy Element Context iAvinash Holiday Hours X Wildcard Read More @ http://iavinash.com
  • 9. 9 16 8.0 OTL: Time Entry Rules Navigation: OTL Application Developer > Time Entry Rules > Define Time Entry Rules Name Description Usage Formula Formula Inputs-- Flexfield Mapping Date From DateTo Global iAvinash 24 Hour Max - Save Cannot enter more than 24 hours in a day. Save Seeded formula for Period Maximum One Day. Total1.24.1.No 1-Jan-51 x iAvinash 24 Hour Max - Submit Cannot enter more than 24 hours in a day. Submission / Resubmission Seeded formula for Period Maximum One Day. Total1.24.1.No 1-Jan-51 x Read More @ http://iavinash.com
  • 10. 10 16 9.0 OTL: Time Entry Rule Group Navigation: OTL Application Developer > Time Entry Rules > Define Time Entry Rule Groups Name Name Usage Formula Formula Inputs Mappin g Date From Dat e To Outcom e iAvinash Time Entry Rules iAvinash 24 Hour Max - Save Save Seeded formula for Period Maximum 1-Jan-51 Error iAvinash 24 Hour Max - Submit Submission / Resubmission Seeded formula for Period Maximum 1-Jan-51 Error Read More @ http://iavinash.com
  • 11. 11 16 10.0 OTL: Approval Styles Navigation: OTL Application Developer > Approval > Define Approval Styles Name Description EnableClientExtension Rule Application Application Type Identifier Sequence iAvinash Time Card Approval Style x Projects Projects Auto Approve 10 x Payroll Payroll Auto Approve 10 Read More @ http://iavinash.com
  • 12. 12 16 11.0 OTL: Alternate Name Definition Navigation: Application Developer > Alternate Names > Alternate Name Definition Read More @ http://iavinash.com Alternate Name Definition Description Alternate Name Type Type Name Prompt Alternate Name Date From Date To Values Payroll Element Expenditure Type System Linkage Function Identifier Enabled iAvinash Hours Types Basic hours for all employees OTL Alternate Name DFF Context Elements Expenditure System Linkage Function Hours Regular Hours 1-Jan- 51 iAvinash Regular Hours Regular Labor Hours ST X Holiday Hours 1-Jan- 51 iAvinash Holiday Hours Regular Labor Hours ST X
  • 13. 13 16 12.0 OTL: Retrieval Rule Navigation: OTL Application Developer > Deposit/Retrieval Processes > Define Retrieval Rules Retrieval Rule Name Retreival Process Name Application Status Projects Projects Retrieval Process Projects Approved Read More @ http://iavinash.com
  • 14. 14 16 13.0 OTL: Retrieval Rule Groups Navigation: OTL Application Developer > Deposit/Retrieval Processes > Define Retrieval Rule Groups (Group) Name Retrieval Rules -- Region Name Retrieval Process Projects and Payroll Retrieval Rule Group Projects and Payroll - Approved Projects Retrieval Process Payroll and Projects - Approved BEE Retrieval Process Projects and Purchasing Retrieval Rule Group Projects Projects Retrieval Process Purchasing Purchasing Retrieval Process Read More @ http://iavinash.com
  • 15. 15 16 14.0 OTL: Preference Hierarchies Navigation: OTL Application Developer > Preferences FOLDER-- NameinTree PreferenceNameinTree Preference Preference Values (Actual Value Names are dependent on the Preference chosen and the values set up for each Preference Type; they are labeled as 'Value1', 'Value2', etc. to allow each value to be entered in a separate cell for use by Data Loader 10 iAvinash Preferences Self-Service Append Templates on a Timecard Self Service Functionality to Append Templates on Timecard Yes Business Messages Self Service Ability to Show a Business Message Yes Create Personal Template Self Service Create Template Functionality Yes Date Formats Timecard Display Date Formats Tue, Dec 31 Tue, Dec 31 Tue, Dec 31 Default Approver Worker Default Approver
  • 16. 16 16 Disconnected Entry Self Service Disconnected Entry Option for Worker None No Enter Negative Hours Self Service Ability to Enter Negative Hours Yes Enter Override Approver Worker Preference to Enter an Overriding Approver No Number of Empty rows on Timecard Self Service number of empty rows on the timecard 5 Number of Recent Timecards displayed Self Service number of recent timecards on Time Entry screen 5 OTL Rules Evaluation Self Service Preference to allow Rules Evaluation No Save as Template on Timecard Self Service Save as Template Functionality on Timecard No Self Service Flow Self Service Flow Standard Timecard Layout Self Service Timecard, Review and Confirmation Layout Pages Projects and Payroll Timecard Layout - With Project & Task details concatenated Projects and Payroll Review Layout - With Project & Task details concatenated Projects and Payroll Confirmation Layout - With Project & Task details concatenated US Projects- Details and Payroll Details Layout - With Project & Task details concatenated US Projects and Payroll Notification Layout - With Project & Task details concatenated
  • 17. 17 16 Template Functionality Self Service Template Functionality for a Worker Yes No Yes Yes Timecard Allows Display of Accrual Balances Timecard Allows Display of Accrual Balances No Timecard Alternate Names Self Service Timecard Alternate Name Set Defined for a User iAvinash Hours Types Timecard Delete Allowed Timecard Delete Allowed No Timecard Period Self Service Timecard Period for Worker Weekly Period - Starts Monday Timecard Status Allowing Edits Self Service Timecard Status that Allows User Edits Retro Active Assignment 45 45 Timecard Unit of Measure Self Service Unit of Measure to be Used on a Timecard Hours HH:mm Time Store Application Set Time Store Application Set Payroll and Projects Approval Periods Time Store Approval Periods Weekly Period - Starts Monday Approval Style Time Store Approval Style iAvinash Time Card Approval Style
  • 18. 18 16 Enable Absence Integration Time Store Absence Integration Setup for Worker No Retrieval Rule Group Time Store Retrieval Rule Groups Projects and Payroll Retrieval Rule Group Time Entry Rule Groups Time Store Time Entry Rules iAvinash Time Entry Rule Group Timecard Required Time Store Time Required for Worker Enterprise Asset Management Purchasing Human Resources Timecard Retrieval Dashboard Time Store Retrieval Dashboard Setup for Worker Yes Validate on Save Time Store Validate on Save Yes Yes Timekeeper Allow Negative Entries Self Service Ability to Enter Negative Hours Yes Timekeeper Misc Setup Items Timekeeper Misc Setup Items No Yes Yes Weekly - Starts Monday Timekeeper Timecard Layout Timekeeper Layout Attributes TK Projects List TK Tasks List iAvinash Hours Types
  • 19. 19 16 15.0 OTL: Eligibility Criteria Navigation: OCCA OTL Application Developer > Preferences > Eligibility Criteria Tab Name of Rule Name of Branch Link by Linked to Precedence From To 10 iAvinash Preferences 10 iAvinash Preferences All People 100 01-JAN-1951 Read More @ http://iavinash.com