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no a has ideฺ ) om t Gu c ฺ m den b i ฺ in Stu @ a this l a pp use o k (j e to a l ns ppa lOracle e c o HCM Cloud: Time i iK

&

Labor

Activity Guide D96305GC50 Edition 5.0 | January 2018 | D102263

Learn more from Oracle University at education.oracle.com

Author

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Juthika Das

Disclaimer

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Technical Contributors and Reviewers Amy Kust Angela Brown John Finnegan Lynn Raiser Mutnuru Prasad

This document contains proprietary information and is protected by copyright and other intellectual property laws. You may copy and print this document solely for your own use in an Oracle training course. The document may not be modified or altered in any way. Except where your use constitutes "fair use" under copyright law, you may not use, share, download, upload, copy, print, display, perform, reproduce, publish, license, post, transmit, or distribute this document in whole or in part without the express authorization of Oracle. The information contained in this document is subject to change without notice. If you find any problems in the document, please report them in writing to: Oracle University, 500 Oracle Parkway, Redwood Shores, California 94065 USA. This document is not warranted to be errorfree. Restricted Rights Notice

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U.S. GOVERNMENT RIGHTS The U.S. Government’s rights to use, modify, reproduce, release, perform, display, or disclose these training materials are restricted by the terms of the applicable Oracle license agreement and/or the applicable U.S. Government contract.

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Table of Contents

Practices for Lesson 1: Course Overview ..................................................................................... 7 Practice for Lesson 1: Overview ..................................................................................................... 8 Practice 1-1: Student Numbers and Sign-Ins ................................................................................. 9 Practices for Lesson 2: Workforce Management and Time and Labor Overview ..................... 11 Practices for Lesson 2 .................................................................................................................... 12 Practices for Lesson 3: Time and Labor Scheduling.................................................................... 13 Practices for Lesson 3 .................................................................................................................... 14

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Practices for Lesson 4: Time and Labor Integrations .................................................................. 15

ns a r t Practices for Lesson 5: Global Payroll and Custom Time Attributes ......................................... 17 onn Practices for Lesson 5: Overview ................................................................................................... 18 a s a ฺ Practice 5-1: Creating a Custom Time Attribute ............................................................................. 19 ) h uide m o tG Practices for Lesson 6: Time Card Fields ...................................................................................... 21 c ฺ n m Practices for Lesson 6: Overview ................................................................................................... 22 ฺib tude n i Practice 6-1: Creating the Assignment Taken S Single-Attribute Time Card Fields ..........23 @and hMeal s i a l t (T&L) Time Card Field .........................................26 Instructor Practice 6-2: Editing Type pathe Hours e p s o uLayout Sets.............................................................................31 Practices for Lesson j7:kManaging ( o t a l 7:nOverview Practices fora Lesson se ...................................................................................................32 p p e o 7-1: Configuring Practice lic the Absence and Payroll Layout Set ......................................................33 K i s hanPractices for Lesson 8: HCM Groups .............................................................................................37 Practices for Lesson 4 .................................................................................................................... 16

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Practices for Lesson 8: Overview ................................................................................................... 38

Practice 8-1: Creating the Include as Direct Member Group .......................................................... 39 Practice 8-2: Creating the Full-Time Regular and Grade for Supervisor Group ............................. 41 Practices for Lesson 9: Worker Time Entry Setup Profiles ......................................................... 43 Practices for Lesson 9: Overview ................................................................................................... 44 Practice 9-1: Creating the Weekly Payroll Worker Time Entry Setup Profile ................................. 45 Practice 9-2: Troubleshooting the Weekly Payroll Worker Time Entry Profile Assignment ........... 47 Practices for Lesson 10: Repeating Time Periods, Time Categories, and Time Consumers Sets .................................................................................................................................................... 49 Practices for Lesson 10: Overview ................................................................................................. 50 Practice 10-1: Creating Repeating Time Periods ........................................................................... 51 Practice 10-2: Creating Time Categories ........................................................................................ 53 Practice 10-3: Creating the Payroll Time Consumer Set ................................................................ 56

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Practices for Lesson 11: Time Allocations, Rules, and Rule Sets .............................................. 57 Practices for Lesson 11: Overview ................................................................................................. 58 Practice 11-1: Creating Weekly Payroll Minimum Time Entry Rule................................................ 59

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Practice 11-2: Creating a Weekly Payroll Time Entry Rule Set ...................................................... 61 Practices for Lesson 12: Rule Templates ...................................................................................... 63 Practices for Lesson 12: Overview ................................................................................................. 64 Practice 12-1: Creating a Daily Overtime Calculation Rule Template ............................................ 65 Practice 12-2: Creating a Daily Overtime Calculation Rule ............................................................ 68 Practice 12-3: Creating a Weekly Overtime Calculation Rule ........................................................ 69 Practice 12-4: Creating an Overtime Calculation Rule Set ............................................................. 71 Practices for Lesson 13: Worker Time Processing Setup Profiles ............................................. 73

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Practice 13-1: Creating the Weekly Payroll Worker Time Processing Profile ................................ 75

Practice 13-2: Troubleshooting the Weekly Payroll Worker Time Processing Profile Assignment 77

no a as eฺ h ) Practices for Lesson 14: Overview ................................................................................................. 80 m Guid o c ฺ ent Practice 14-1: Entering Time .......................................................................................................... 81 m b i d .........................................................84 ฺ TimetuCard Practice 14-2: Editing and Submitting then Saved i S Practice 14-3: Approving PayrolllTime 86 is a@........................................................................................... h a t p Datastoe Global Payroll ................................................................87 Practice 14-4: Transferring pTime o u k j15: Web tClocks ( o Practices for Lesson Buttons .............................................................................. 89 a l e a s p Lesson n Overview .................................................................................................90 Practices pfor e15: c o i l Practice i K 15-1: Creating Web Clock Buttons ...................................................................................91 s n ha Practice 15-2: Updating the Payroll Layout Set ..............................................................................93 Practices for Lesson 14: Payroll Time Entry, Error and Exception Resolution, Approvals, and Transfer ...................................................................................................................................... 79

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Practice 15-3: Entering Time with the Web Clock .......................................................................... 96 Practice 15-4: Generating and Viewing the Web Clock Time Card ................................................ 98 Practices for Lesson 16: Time Collection Device Setup .............................................................. 101 Practices for Lesson 16: Overview ................................................................................................. 102 Instructor Practice 16-1: Creating a Time Collection Device Supplier Lookup Code ..................... 103 Instructor Practice 16-2: Creating Supplier Device Event Lookup Codes ...................................... 105 Practice 16-3: Creating Time Device Event Mappings ................................................................... 107 Practice 16-4: Creating a Time Device Event Mapping Set ........................................................... 109 Instructor Practice 16-5: Setting Shift Limits ................................................................................... 110 Practice 16-6: Creating a Time Device Rule ................................................................................... 112 Practice 16-7: Creating a Time Device Rule Set ............................................................................ 114 Practice 16-8: Creating a Time Submission Rule and Rule Set ..................................................... 115 Practices for Lesson 17: Processing Time Collection Device Events ........................................ 117 Practices for Lesson 17: Overview ................................................................................................. 118 Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

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Practices for Lesson 13: Overview ................................................................................................. 74

Oracle HCM Cloud: Time & Labor – Table of Contents

Practice 17-1: Configuring Export Data .......................................................................................... 119 Practice 17-2: Creating a Time Device Processing Profile ............................................................. 120

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Practice 17-3: Running the Export Time Device Data Configuration Process ............................... 122 Practices for Lesson 18: Mass Time Generation and Approval .................................................. 123 Practices for Lesson 18: Overview ................................................................................................. 124 Practice 18-1: Generating Time Events .......................................................................................... 125 Practice 18-2: Generating a Time Card with Time Device Events ................................................. 129 Practices for Lesson 19: Resolving Time Entry Exceptions ........................................................ 131 Practices for Lesson 19: Overview ................................................................................................. 132 Practice 19-1: Resolving Time Entry Exceptions ............................................................................ 133 Practice 19-2: Finalizing the Time Card .......................................................................................... 136

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Practice 20-3: Approving the Time Card ......................................................................................... 139

ns a r t Practices for Lesson 20 .................................................................................................................. 142 no n Practices for Lesson 21: Oracle Transactional Business IntelligenceaAudit Reporting ........... 143 Practices for Lesson 21 .................................................................................................................. 144 has ideฺ ) m u o tG Appendix A: Instructor Demonstrations ........................................................................................ 145 c ฺ n Appendix A: Demonstrations Overview .......................................................................................... 146 bm tude i ฺ n i Instructor Demonstration L2-1: Exploring Fusion S Help .......................................................147 @ Oracle s i a l h Instructor Demonstration L2-2: t Time Entry Features ...........................................150 paUsingsCalendar e p o Instructor Demonstration u Time Using Time Card....................................................152 jk L2-3:toEntering ( a Instructor Demonstration e Deleting the Time Card .................................................................154 al ensL2-4: p p Instructor o Demonstration lic L2-5: Viewing and Deleting Absence Entries .........................................155 K i sInstructor Demonstration L2-6: Introducing the Time Management Work Area .............................156 han Practices for Lesson 20: Combined Project Costing and Payroll Time Entry Configuration .. 141

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Instructor Demonstration L3-1: Viewing Published Individual and Team Schedules ..................... 160 Instructor Demonstration L3-2: Reviewing a Scheduler Profile ...................................................... 161 Instructor Demonstration L3-3: Planning Team Schedules ............................................................ 163 Instructor Demonstration L3-4: Viewing Published Schedules ....................................................... 165 Instructor Demonstration L6-1: Duplicating a Single-Attribute Time Card Field ............................. 166 Instructor Demonstration L6-2: Reviewing and Creating a Multiple-Attribute Time Card Field ...... 169 Instructor Demonstration 7-1: Duplicating and Viewing the Delivered Payroll Layout Set ............. 172 Instructor Demonstration L8-1: Creating HCM Groups .................................................................. 175 Instructor Demonstration L9-1: Viewing the Delivered Worker Time Entry Profile ......................... 178 Instructor Demonstration L10-1: Viewing Repeating Time Periods ................................................ 181 Instructor Demonstration L10-2: Creating a Time Category ........................................................... 184 Instructor Demonstration L10-3: Introducing Delivered Time Consumer Sets ............................... 185 Instructor Demonstration L12-1: Creating a Time Calculation Rule Template and Rule................ 187 Instructor Demonstration L13-1: Viewing the Delivered Worker Time Processing Profile ............. 191 Instructor Demonstration L14-1: Approving Payroll Time ............................................................... 193 Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

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Instructor Demonstration L16-1: Creating Time Device Event Mappings and Mapping Set .......... 194 Instructor Demonstration L16-2: Creating a Time Device Rule ...................................................... 196 Instructor Demonstration L16-3: Creating a Time Submission Rule .............................................. 198

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Instructor Demonstration L18-1: Managing, Generating, Editing, and Approving Time Cards ...... 200 Instructor Demonstration L18-2: Generating Time Events ............................................................. 203 Instructor Demonstration L18-3: Generating Time Entries ............................................................. 205 Instructor Demonstration L19-1: Resolving Exceptions by Worker ................................................ 207 Instructor Demonstration 20-1: Viewing the Combined Projects and Payroll Layout ..................... 208

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no a Practices h for asLesson eฺ 1: Course ) d i Overview om t Gu c ฺ m den b i ฺ in Stu @ a this l a pp use o k (j e to a l ppa licens o iK

Practice for Lesson 1: Overview

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Overview This lesson contains the student numbers and sign-ins that you use throughout the practices that are included in this course.

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Practices for Lesson 1: Course Overview

Practice 1-1: Student Numbers and Sign-Ins Assumptions

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Complete all practices for this course using the Chrome web browser.

Overview Substitute the following information for the placeholders in the course lesson practices based on the student number that your instructor assigns to you. Student Number

Your.Implementor

Your.Worker

Your.Grade

Your.Approver

Your.Primary Shift

TL01

HCM_IMPL1

Lindsay.Allen

Admin02

Brian.Joseph

Day

TL02

HCM_IMPL2

Melissa.Howard

Admin02

Brian.Joseph

Day

TL03

HCM_IMPL3

Landy.Madrid

Admin02

Brian.Joseph

TL04

HCM_IMPL4

Joseph.Thomas

Admin02

Brian Joseph

HCM_IMPL5

Sam.Roundtree

Admin03

Frank.Pukta

ns a r Noon t n-

no a has ideฺ ) HCM_IMPL6 Dianne.Zeigler Admin02m u o tJack.Fisher G c ฺ m den b i ฺ HCM_IMPL7 Janice.Demarco Elizabeth.Mavery tu in Admin03 S @ s la thi a p e p John.Schneider HCM_IMPL8 Admin02 Matt.Wagner s o u k j ( o a se t l a HCM_IMPL09 pp licen Anthony.Wesley Admin03 Elizabeth.Mavery o iK

TL05 TL06 TL07 TL08 TL09

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Day

Standard Hours Standard Hours Standard Hours Standard Hours Standard Hours

HCM_IMPL10

Betty.Anderson

Admin03

Carol.Parry

Standard Hours

TL11

HCM_IMPL11

Cathy.Rudolph

Admin03

Mitch.Blum

Standard Hours

TL12

HCM_IMPL12

Christina.Ross

Admin03

Jack.Fisher

Standard Hours

TL13

HCM_IMPL13

Elaine.Shoudy

Admin03

Linda.Swift

Standard Hours

TL14

HCM_IMPL14

Elizabeth.Lewis

Admin03

Carol.Parry

Standard Hours

TL15

HCM_IMPL15

Gloria.Daas

Admin03

Mitch.Blum

Standard Hours

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Practices for Lesson 1: Course Overview

9

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TL16

HCM_IMPL16

Harold.Chow

Admin02

Mitch.Blum

Standard Hours

TL17

HCM_IMPL17

Harry.Christensen

Admin03

Mitch.Blum

Standard Hours

TL18

HCM_IMPL18

Ian.Hunter

Admin03

Matt.Wagner

Standard Hours

TL19

HCM_IMPL19

Pam.Gardner

Admin02

Henry.Jones

Standard Hours

TL20

HCM_IMPL20

Tim.Thompson

Admin03

Frank.Pukta

Standard Hours

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Practices for Lesson 1: Course Overview

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no a Practices h for asLesson eฺ 2: ) d i u Workforce and om t Management G c ฺ n m and bTime i de Labor Overview ฺ u n t i @ his S a l pa se t p o jk to u ( a al ense p p lic i Ko

Practices for Lesson 2

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There are no practices for this lesson.

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Practices for Lesson 2: Workforce Management and Time and Labor Overview

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no a Practices h for asLesson eฺ 3: Time ) d i u andฺcLabor om tScheduling G m den b i ฺ in Stu @ a this l a pp use o k (j e to a l ppa licens o iK

Practices for Lesson 3

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There are no practices for this lesson.

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Practices for Lesson 3: Time and Labor Scheduling

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no a Practices h for asLesson eฺ 4: Time ) d i u andฺcLabor om tIntegrations G m den b i ฺ in Stu @ a this l a pp use o k (j e to a l ppa licens o iK

Practices for Lesson 4

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There are no practices for this lesson.

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Practices for Lesson 4: Time and Labor Integrations

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no a Practices h for asLesson eฺ 5: ) d i uand Custom Global omPayroll G c ฺ t n m Attributes e b i d ฺ Time in Stu @ a this l a pp use o k (j e to a l ppa licens o iK

Practices for Lesson 5: Overview Overview

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In this practice, you create a custom time attribute. Prerequisites The practices in this course build upon each other. If you are skipping them or performing them out of sequence, you may not be able to successfully complete the tasks in this and other practices. Note: Throughout this class, use the Chrome browser to access the application.

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Practices for Lesson 5: Global Payroll and Custom Time Attributes

Practice 5-1: Creating a Custom Time Attribute

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Overview In this practice, you create a custom time attribute and configure the user and administrative data sources.

Assumption  

Time: Checklists. @ a this l a p area,sTasks 2. On the Payroll Checklist p work e panel tab, click Submit a Payroll Flow. o u k j PayrolltFlow: a. On the Submit(a o Select Flow Pattern page, in the Legislative Data a l e a select Grouppfield, nsUS Legislative Data Group. p e c o i b. K In the Flow lPattern section, select Load Time Card Batches. i s 3. nClick Next. Jha Signing In and Navigating

a.

On the Submit a Payroll Flow: Enter Parameters page, in the Payroll Flow field, enter XX TL Weekly.

b.

In the Interface Type field, search for and select ORACLE FUSION TIME AND LABOR.

4.

Click Next.

5.

On the Submit a Payroll Flow: Enter Flow Interaction page, click Next.

6.

On the Submit a Payroll Flow: Schedule page, click Next. a.

On the Submit a Payroll Flow: Review page, review the flow details, parameter details, flow interaction, and schedule.

7.

Click Submit.

8.

On the Confirmation dialog box, click OK and View Checklist.

9.

On the Payroll Flow: XX TL Weekly page, Task Details tab, Upload File row, click the Go to Task icon.

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Practices for Lesson 14: Payroll Time Entry, Error and Exception Resolution, Approvals, and Transfer

87

10. On the Upload File page, click Done to complete the submission and initiate the time data transfer. You should see a green check mark in the Upload File row, Task Type column. If not, on the toolbar, click the Refresh icon intermittently until you do.

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11. On the Payroll Flow: XX TL Weekly page, click Done. 12. On the Payroll Checklist page, search for XX TL Weekly. 13. Confirm that the Status is a green check mark. If it isn't, intermittently click Search until it is.

Viewing the Transferred Time 1.

On the springboard strip, click Payroll Calculations.

2.

Click the Search Person task tab.

3.

In the Keywords field, enter YourWorker using the format Lastname, Firstname.

4.

Click the Search icon.

8.

ns a r t On the YourWorker: Manage Calculation Cards page, click Time Cards.nnosteps to view the On the Manage Calculation Cards: Time Cards page, complete these a regular and overtime hours transferred for your worker for each of ฺnext week. has day e ) d i a. In the Effective As-of Date field, select Monday of next week. m u o G ฺc ent TL. b. In the Calculation Components section, m select Regular ฺibthe Enterable ud Calculation Values on nclick t i c. In the Regular TL: Details section, S @ his Calculation Cards tab. ala p se tot Monday of the next week. p d. View the time entry corresponding o jk to u ( a e. In the Calculation section, select Overtime TL. l nComponents e a s p pthe time e corresponding to Monday of the next week. f. View centry o i l K i steps 10a through f to view time entries corresponding to Tuesday, Wednesday, sRepeat

9.

Click Done.

5. 6. 7.

On the Actions menu for your worker, select Manage Calculation Cards.

n Jha and Thursday of next week, by changing the Effective As-of Date value.

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Practices for Lesson 14: Payroll Time Entry, Error and Exception Resolution, Approvals, and Transfer

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no a Practices h for asLesson eฺ 15: Web ) d i u Clocks omButtons G c ฺ t m den b i ฺ in Stu @ a this l a pp use o k (j e to a l ppa licens o iK

Practices for Lesson 15: Overview Overview

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In these practices, you complete the following tasks: 

Create web clock buttons



Update the payroll layout set



Enter time using the web clock interface



Generate and view the web clock time card

Prerequisites The practices in this course build upon each other. If you are skipping them or performing them out of sequence, you may not be able to successfully complete the tasks in this and other practices.

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Note: Throughout this class, use the Chrome browser to access the application.

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Practices for Lesson 15: Web Clocks Buttons

Practice 15-1: Creating Web Clock Buttons

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Overview In this practice, you create web clock buttons that store values for the clock events and Payroll Time Type time attribute.

Assumptions 

Time: Time t a al ense Management. p p oTime Management lic K 2. On the work area, Tasks panel tab, click Manage Scheduled i s n Processes. Jh3.a On the Manage Scheduled Processes page, click Schedule New Process. Tasks

a.

In the Schedule New Process dialog box, search for and select Generate Time Cards from Time Collection Device.

b.

Click OK.

c.

On the Process Details dialog box, click Submit.

d.

On the Confirmation dialog box, click OK.

4.

On the Manage Scheduled Processes page, click the Refresh icon to confirm that the process Succeeded.

5.

Click Done.

Viewing the Web Clock Time Card 1.

Click the Manage Time Cards tab.

2.

In the Manage Time Cards page, search for and select your XX FTR and Grade for Supervisor group. Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

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Practices for Lesson 15: Web Clocks Buttons

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3.

In the From Date field, select Monday two weeks from now.

4.

In the To Date field, select Monday three weeks from.

5.

Click Search.

6.

In the Search Results section, check the time card period for two weeks from now. Notice that the status is Entered because you reported time for only one day.

7.

Click the time card period.

8.

a.

On the Warning dialog box identifying insufficient rest periods, click OK.

b.

On the Edit Time Card page, notice the payroll time types for the various time entries. Although you didn't see the time attribute values on the web clock, the time card includes them because of the web clock button definitions.

c.

Click Cancel.

d.

On the Warning dialog box, click Yes.

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On the Manage Time Cards page, delete the time card for two weeks from now to avoid possible issues with later practices.

9.

s

On the Warning dialog box, click Yes.

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10. On the Confirmation dialog box, click the Close icon.

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Practices for Lesson 15: Web Clocks Buttons

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Practices for Lesson 15: Web Clocks Buttons

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no a Practices h for asLesson eฺ 16: Time ) d i u Setup Collection om tDevice G c ฺ m den b i ฺ in Stu @ a this l a pp use o k (j e to a l ppa licens o iK

Practices for Lesson 16: Overview

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Overview In these practices, your instructor creates lookup codes for the device supplier and device supplier events lookup types and sets shift limits. You create time device event mappings and mapping sets as well as time device and submission rules and rule sets.

Prerequisites The practices in this course build upon each other. If you are skipping them or performing them out of sequence, you may not be able to successfully complete the tasks in this and other practices. Note: Throughout this class, use the Chrome browser to access the application.

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102

Practices for Lesson 16: Time Collection Device Setup

Instructor Practice 16-1: Creating a Time Collection Device Supplier Lookup Code

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**********Warning: This practice must be done by only your instructor.********** If you are taking this class as live virtual classroom or instructor-led training, your instructor creates the supplier device lookup code. If you are taking this class as training on demand, complete the following task.

Overview In this practice, your instructor creates a supplier device.

Assumptions  

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Time < 10 minutes Replace XX with your student number (TL1...TL20) as assigned by your instructor.

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no a Signing In and Navigating has ideฺ ) om t Gu 1. Ensure that you are signed in as Your.Implementor. c ฺ n m deMaintenance…. b i 2. On the Settings and Actions menu, select Setupuand ฺ in St @ 3. In the Setup field, click Workforce Deployment. a this l a 4. In the Functional Areas list, e and Labor. ppselectusTime o k (j All 5. In the Show field, select Tasks. to a l e pa cens p o Creating Kthe TimeliCollection Device Supplier Lookup Code i s 1. nIn the Task list, click Manage Workforce Management Lookups. Jha Tasks

2.

On the Manage Workforce Management Lookups page, click ORA_HWM_TCD_SUPPLIERS.

3.

On the ORA_HWM_TCD_SUPPLIERS: Lookup Codes section toolbar, click the New icon to insert a table row.

4.

In the inserted row, complete the lookup code details, as shown in this table: Field

Value

Lookup Code

BADGE_READERS_INC

Enabled

Yes

Start Date

1/1/16

End Date

12/31/18

Meaning

Badge Readers Inc.

Description

Badge reader supplier Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

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5.

Click Save and Close.

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104

Practices for Lesson 16: Time Collection Device Setup

Instructor Practice 16-2: Creating Supplier Device Event Lookup Codes

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**********Warning: This practice must be done by only your instructor********** If you are taking this class as live virtual classroom or instructor-led training, your instructor creates the supplier device. If you are taking this class as training on demand, please complete the following task.

Overview In this practice, your instructor creates the device supplier events.

Assumptions 

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Time < 10 minutes

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Prerequisites

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no a s  16-1 Creating a Time Collection Device Supplier Lookup haCode eฺ ) d i om t Gu Tasks c ฺ m den b i ฺ in Stu Signing In and Navigating @ is ain as Your.Implementor. l h a t  Ensure that you are signed pp use o k  Ensure that you the (j are on to Manage Workforce Management Lookups page. a l e Creating o Supplier ppa liDevice ens Event Lookup Codes c iK 1. ns Click ORA_HWM_TCD_SUPPLIER_EVENTS. Jh2.a On the ORA_HWM_TCD_SUPPLIER_EVENTS: Lookup Codes section toolbar, click the Complete the following practice before beginning this one:

New icon to insert a row. 3.

4.

In the inserted row, complete the lookup code details, as shown in this table: Field

Value

Lookup Code

BADGE_READERS_INC_IN

Display Sequence

1

Enabled

Yes

Start Date

1/1/16

End Date

12/31/18

Meaning

Badge in

Description

In event from Badge Readers Inc. device

On the section toolbar, click the New icon to insert another row. Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 16: Time Collection Device Setup

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5.

In the inserted row, complete the lookup code details, as shown in this table: Field

Value

Lookup Code

BADGE_READERS_INC_OUT

Display Sequence

2

Enabled

Yes

Start Date

1/1/16

End Date

12/31/17

Meaning

Badge out

Description

Out event from Badge Readers Inc. device

6.

Click Save and Close

7.

On the Manage Workforce Management Lookups page, click Done.

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Practices for Lesson 16: Time Collection Device Setup

Practice 16-3: Creating Time Device Event Mappings

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Overview In this practice, you create two time device event mappings that map the supplier device events to the corresponding application events. Also, you associate the device events to the payroll time types that each worker is eligible for.

Assumptions  

Time < 15 minutes Replace XX with your student number (TL1...TL20) as assigned by your instructor.

Prerequisites

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Complete the following practices before beginning this one: 

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16-1 through 16-2

no a Signing In and Navigating has ideฺ ) om t Gu 1. Ensure that you are signed in as Your.Implementor. c ฺ n mDeployment e b i d 2. Ensure that you are on the Setup: Workforce page with all tasks showing for ฺ n Stu i the Time and Labor functional area. a@ this l a e pp Mapping s o Creating the Start Shift Event u k (j e to a l 1. Scroll down the listsand click Manage Time Device Event Mapping. pa task n p e c o i 2. On the Manage Time Device Event Mappings page, click the Create icon. l K i s 3. nOn the Create Time Device Event Mapping page, complete the fields, as shown in this Jha table. Tasks

Field

Value

Name

XX Badge In Regular

Description

Map BRI Badge in event to the application In event and Regular TL US LDG payroll time type attribute

Device Supplier

Badge Readers Inc

Supplier Device Event

Badge in

Application Event

In

4.

On the In Event Attribute Map section toolbar, click the Add Row icon to insert a table row.

5.

In the Time Attribute field, select Payroll Time Type.

6.

In the Default Value field, select Regular TL US Legislative Data Group.

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Practices for Lesson 16: Time Collection Device Setup

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Tip: Start typing the value in the field and then select from the choice list that opens. The Search and Select dialog box in this environment requires a value for a field for which we do not know the expected value. 7.

Click Save and Close.

8.

On the Confirmation dialog box, click OK.

Creating the Stop Shift Event Mapping 1.

On the Manage Time Device Event Mappings page, click the Create icon.

2.

On the Create Time Device Event Mapping page, complete the fields, as shown in this table. Field

Value

e

bl a r Description Map BRI Badge out event to the application Out event fe s n and Regular TL US LDG payroll time type attribute tra n Device Supplier Badge Readers Inc no a Supplier Device Event Badge out has ideฺ ) Application Event Out om t Gu c ฺ nAdd Row icon to insert a table m clickdthe e b 3. On the Out Event Attribute Map section toolbar, i ฺ in Stu row. @ is la Payroll h a t 4. In the Time Attribute field,pselect Time Type. e p selectuRegular s o k 5. In the Default Value field, TL US Legislative Data Group. j ( o t a al theevalue sein the field and then select from the choice list that opens. The Tip: Start typing p n p oand Select Search licdialog box in this environment requires a value for a field for which we K i nsdo not know the expected value. a h J 6. Click Save and Close. Name

XX Badge Out Regular

7.

On the Confirmation dialog box, click OK.

8.

On the Manage Time Device Event Mappings, click Done.

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Practices for Lesson 16: Time Collection Device Setup

Practice 16-4: Creating a Time Device Event Mapping Set Overview

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In this practice, you create a mapping set to group the two time device event mappings.

Assumptions  

Time < 10 minutes Replace XX with your student number (TL1...TL20) as assigned by your instructor.

Tasks Signing In and Navigating

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1.

Ensure that you are signed in as Your.Implementor.

2.

Ensure that you are on the Setup: Workforce Deployment page with all tasks showing for the Time and Labor functional area.

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o n a Prerequisites as eฺ h ) Complete the following practices before beginning this one: m Guid o c ฺ ent  16-1 through 16-3 m b i nฺ Set Stud i Creating a Time Device Event Mapping a@ this l a 1. Click Manage Time Device Mapping Sets. e ppEvent s o u k (j Device 2. On the Manage Time toEvent Mapping Sets page, click the Create icon. a l e pafields, nsshown in this table. 3. Complete as pthe e c o li K i Field Value s n a Jh Name XX BRI Description

Badge Reader Inc. device events

4.

On the Event Set Members section toolbar, click the Add Row icon.

5.

On the Add Time Device Event Mappings dialog box, in the Available field, select both of your event mappings.

6.

Click the Move selected items to other list icon. Both of your event mappings move from the Available field to the Selected field.

7.

Click OK.

8.

On the Create Time Device Event Mapping Set page, click Save and Close.

9.

On the Confirmation dialog box, click OK.

10. On the Mange Time Device Event Mapping Sets page, click Done.

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Practices for Lesson 16: Time Collection Device Setup

109

Instructor Practice 16-5: Setting Shift Limits

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**********Warning: This practice must be done by only your instructor.********** If you are taking this class as live virtual classroom or instructor-led training, your instructor sets the shift limits. If you are taking this class as training on demand, complete the following task.

Overview In this practice, your instructor edits the properties of the three shifts to include a grace period and start early and late and end early and late periods.

Assumptions 

Time < 10 Minutes

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Signing In and Navigating

no a as with eallฺ tasks showing for hpage 2. Ensure that you are on the Setup: Workforce Deployment ) m Guid o the Time and Labor functional area. c ฺ ent m b i nฺ Stud Setting Shift Limits i a@ this l 1. On the Tasks panel tab, click Search. a e pp for and s o u 2. On the Search page, search click Manage Shift Properties. k j ( o t a 3. On the Manage al ShiftenProperties se page, repeat these steps three times to set shift limits for p p these shifts: o Afternoon lic Shift, Day Shift, and Standard Hourly 8:30-4:30. K i nsa. Search for and click the shift. a h J b. On the Edit Shift Properties page, add the shift code: 1.

Ensure that you are signed in as Your.Implementor.

c.

Shift

Code

Afternoon Shift

AFTSHFT1

Day Shift

DYSHFT1

Standard Hourly 8:30-4:30

STDHRLY1

Enter the shift limits, as shown in this table: Period

Minutes

Violation Type

Grace

10

Start Early

20

Information

Start Late

20

Error

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Practices for Lesson 16: Time Collection Device Setup

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d.

End Early

20

Error

End Late

20

Warning

Click Save and Close.

4.

On the Manage Shift Properties page, click Done.

5.

On the Search page, click Done.

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Practices for Lesson 16: Time Collection Device Setup

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Practice 16-6: Creating a Time Device Rule

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Overview In this practice, you create a time device rule that compares shift start and end time events with any payroll time attribute to the scheduled times and defined grace period. If the reported time events are outside of the allowable period, the device rule displays the appropriate error message.

Assumptions  

Time < 10 minutes Replace XX with your student number (TL1...TL20) as assigned by your instructor.

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Prerequisites Complete the following practices before beginning this one: 

16-1 through 16-4

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o n a Tasks has ideฺ ) Signing In and Navigating om t Gu c ฺ m den 1. Ensure that you are signed in as Your.Implementor. b i ฺ tu in Deployment S 2. Ensure that you are on the Setup:@ Workforce page with all tasks showing for s i a l h the Time and Labor functional paarea.se t p o u (jk Rule o t Creating a Time lDevice a a ense p p 1. Click Manage Time o lic Repository Rules. K i 2. ns On the Manage Rules page, click the Create icon. h J a a. On the Create Rule dialog box, complete the fields, as shown in table. Field

Value

Name

XX Validate Schedule Deviation

Template Type

Time device rule

Rule Template Name

Validate Schedule Deviation Template

3.

Click Continue.

4.

On the Create Rule: XX Validate Schedule Deviation page, in the Description field, enter Compare reported shift start and stop times or durations with the assigned schedule. If the reported time entries are outside of the schedule times and shift limits, the device rule displays the appropriate message.

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Practices for Lesson 16: Time Collection Device Setup

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5.

In the Rule Parameters section, select these values for the parameters: Display Name

Value

Time category that defines the reported time entries to compare to the schedule

XX PTT Regular

Evaluate the reported In time entry, yes or no

Yes

Evaluate the reported Out time entry, yes Yes or no Evaluate reported time durations, yes or no

Yes

Message displayed when the reported In time entry is late

HWM_FF_TDR_LATE_IN_ERR

Message displayed when the reported In time entry is early

HWM_FF_TDR_EARLY_IN_ERR

Message displayed when the reported Out time entry is late

HWM_FF_TDR_LATE_OUT_ERR

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no a has ideฺ ) om t Gu Message displayed when the reported HWM_FF_TDR_EARLY_OUT_ERR c ฺ m den Out time entry is early b i ฺ in Stu @ Message displayed when the lreported a thisHWM_FF_TDR_LONG_DURATION_ERR a time duration is too longpp e s o u k (j whenethe toreported HWM_FF_TDR_SHORT_DURATION_ERR Message displayed a l time duration ns ppa islitoo eshort c o KOutputs section, confirm that the message severity is Error for all three variables. 6. s Inithe n Jh7.a Click Save and Close. 8.

On the Confirmation dialog box, click OK.

9.

On the Manage Rules page, click Done.

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Practices for Lesson 16: Time Collection Device Setup

113

Practice 16-7: Creating a Time Device Rule Set Overview

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In this practice, you create a time device rule set and add the new time device rule.

Assumptions  

Time < 10 minutes Replace XX with your student number (TL1...TL20) as assigned by your instructor.

Prerequisites Complete the following practice before beginning this one: 

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16-1 through 16-4 and 16-6

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no a 1. Ensure that you are signed in as Your.Implementor. as eฺ h ) id all tasks showing for 2. Ensure that you are on the Setup: Workforce Deployment m page uwith o G c the Time and Labor functional area. ฺ ent m b i nฺ Stud Creating a Time Device Rule Set @i a this l a 1. Click Manage Time Repository eSets task. pp uRule s o k (j Setsepage, 2. On the Manage Rule to click the Create icon. a l a eRule a. On the nsSet dialog box, complete the fields, as shown in this table. ppCreate c o KField li i Value s n a Name XX BRI Jh Signing In and Navigating

b.

Rule Set Type

Time device rule

Effective Start Date

January 1 of the current year

Click Continue.

3.

On the Create Rule Set: XX BRI page, in the Description field, enter Contains rule that validates badge reader events that deviate from scheduled shifts and defined shift limits.

4.

In the Rule Set Members section, add the XX Validate Schedule Deviation rule with the default member type Rule

5.

Click Save and Close.

6.

On the Confirmation dialog box, click OK.

7.

On the Manage Rule Sets page, click Done.

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114

Practices for Lesson 16: Time Collection Device Setup

Practice 16-8: Creating a Time Submission Rule and Rule Set Overview

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In this practice, you create a time submission rule that:  

Saves the time card when an OUT event is reported on Mon through Thurs Submits the time card when an OUT event is reported on Friday

Assumptions  

Time < 10 minutes Replace XX with your student number (TL1...TL20) as assigned by your instructor.

Prerequisites

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Complete the following practice before beginning this one: 

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16-1 through 16-4

no a Signing In and Navigating has ideฺ ) om t Gu 1. Ensure that you are signed in as Your.Implementor. c ฺ n mDeployment e b i d 2. Ensure that you are on the Setup: Workforce page with all tasks showing for ฺ u n t i S the Time and Labor functional area. a@ this l a e Rule Set pp Rule s o Creating a Time Submission and u k (j e to a l 1. Click Manage Repository Rules. paTime ns p e c o i page, click the Create icon. 2. On the K ManagelRules i s na. On the Create Rule dialog box, complete the fields, as shown in this table. Jha Tasks

b. 3.

Field

Value

Name

XX BRI Save and Submit

Rule Set Type

Time submission rule

Rule Template Name

Specific Day Submission Template

Click Continue.

On the Create Rule: XX BRI Save and Submit page, in the Description field, enter Saves after any badge out event with a payroll time attribute on Monday - Thursday; submits after badge out event with a payroll time attribute on Friday.

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Practices for Lesson 16: Time Collection Device Setup

115

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4.

In the Rule Parameters section, select and enter these values for the parameters: Display Name

Value

Time category that defines the time entries to compare against the selected day

XX PTT Regular

Submit or save time cards with entries on or after Monday

Save

Submit or save time cards with entries on or after Tuesday

Save

Submit or save time cards with entries on or after Wednesday

Save

Submit or save time cards with entries on or after Thursday

Save

Submit or save time cards with entries on or after Friday

Submit

5.

Click Save and Close.

6.

On the Confirmation dialog box, click OK.

7.

On the Manage Rules page, click Done.

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Practices for Lesson 16: Time Collection Device Setup

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no a Practices h for asLesson eฺ 17: ) d i u Collection Processing Time om t G c ฺ n m dEvents e b i ฺ Device in Stu @ a this l a pp use o k (j e to a l ppa licens o iK

Practices for Lesson 17: Overview

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Overview In these practices, you create an export data configuration for the time collection device. You also create time device and submission rules using delivered templates and a time device processing profile. Then you export data to the time device.

Prerequisites The practices in this course build upon each other. If you are skipping them or performing them out of sequence, you may not be able to successfully complete the tasks in this and other practices. Note: Throughout this class, use the Chrome browser to access the application.

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118

Practices for Lesson 17: Processing Time Collection Device Events

Practice 17-1: Configuring Export Data

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Overview In this practice, you configure data to export to the time collection device, which includes person information, such as First name and Badge ID, payroll time type, and published schedule information.

Assumptions  

Time < 10 minutes Replace XX with your student number (TL1...TL20) as assigned by your instructor.

Tasks

e

Signing In and Navigating 1.

Ensure that you are signed in as Your.Implementor.

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no a has ideฺ ) Creating the Time Device Export Data Configuration om t Gu c ฺ n e 1. Click Manage Time Device Export Data.ibm d ฺ tu the Create icon. in page,Sclick 2. On the Manage Time Device Export Data @ s i complete the fields, as shown in this table. la Datathpage, a 3. On the Create Time DevicepExport e p us o k j ( Field to Value a l e a ens Name pp XX BRI c o i l K i sDescription Person information, payroll time type attributes, and n a h published schedules to finalize badge reader events J 2.

Ensure that you are on the Setup: Workforce Deployment page with all tasks showing for the Time and Labor functional area.

Start Date

January 1 of the current year

Number of Days in Period

8

First name

Select

Last name

Select

Badge ID

Select

Payroll time types

Select

Schedule

Select

4.

Click Save and Close.

5.

On the Confirmation dialog box, click OK.

6.

On the Manage Time Device Export Data page, click Done.

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Practices for Lesson 17: Processing Time Collection Device Events

119

Practice 17-2: Creating a Time Device Processing Profile

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Overview In this practice, you create a time device processing profile that uses the mapping and rule sets and export data configuration that you created in previous practices. Note: Please wait until your instructor directs you to start this activity. Students will need to do this activity one at a time.

Assumptions  

Time < 15 minutes Replace XX with your student number (TL1...TL20) as assigned by your instructor.

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

8-2 Creating the Full-Time Regular and Grade for Supervisor Group



16-1 through 17-1

a.

On the Create Time Device Processing Profile: Profile Values page, complete the fields, as shown in this table.

no a has ideฺ Tasks ) om t Gu c ฺ m den Signing In and Navigating b i ฺ in Stu 1. Ensure that you are signed in as Your.Implementor. @ a this l a 2. Ensure that you are on the Deployment page with all tasks showing for e ppSetup:uWorkforce s o k the Time and Labor (jfunctional toarea. a l e a ens ppTime Creating o the Processing Profile c liDevice K i 1. ns Click Manage Time Device Processing Profiles. h J 2.a On the Manage Time Device Processing Profiles page, click the Create icon. Field

Value

Profile Name

XX Weekly Payroll BRI

Description

Weekly workers who badge in and out using the BRI device

Effective Start Date

January 1 of the current year

Time Device Event Mapping Set

XX BRI

Time Device Rule Set

XX BRI

Time Submission Rule Set

XX BRI Save and Submit_AUTOTSR_RS

Time Device Export Data

XX BRI

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Practices for Lesson 17: Processing Time Collection Device Events

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3.

4.

Click Next. a.

On the Create Time Device Processing Profile: Group Assignments page toolbar, click the Add icon to insert a table row.

b.

In the Group Name field, search for and select XX FTR and Grade for Supervisor.

Click Next. On the Create Time Device Processing Profile: Profile Priority page:

5.

a.

Confirm that your time device processing profile is selected in the Priority Order section.

b.

On the section toolbar, click Move to Top.

Click Next. a.

6.

On the Create Time Device Processing Profile: Review page, review the profile details, time device processing profile options, and group assignments.

Click Save and Close.

s

an r t 8. On the Manage Worker Time Device Processing Profiles page, click Done. on n a s a h ideฺ ) om t Gu c ฺ m den b i ฺ in Stu @ a this l a pp use o k (j e to a l ppa licens o iK s n Jha 7.

On the Confirmation dialog box, click OK.

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Practices for Lesson 17: Processing Time Collection Device Events

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Practice 17-3: Running the Export Time Device Data Configuration Process

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Overview In this practice, you perform a one-time full data export from Time and Labor to the time collection device.

Assumptions  

Time < 10 minutes Replace XX with your student number (TL1...TL20) as assigned by your instructor.

Prerequisites

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Complete the following practices before beginning this one: 

8-2 Creating the Full-Time Regular and Grade for Supervisor Group



16-1 through 17-2

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no a Tasks has ideฺ ) om t Gu Signing In and Navigating c ฺ m den b i 1. Ensure that you are signed in as Your.Implementor. ฺ in Stu @ 2. Ensure that you are on the Setup: is Deployment page with all tasks showing for a Workforce l h a t the Time and Labor functional e pp area. s o u k (j e to a l Running the Export a Time s Device Data Configuration Process p n p e o Time licDevice Data Configuration. 1. Click Export K i nsOn the Export Time Device Data Configuration page, in the Time Device Export Mode 2. a h J field, select Full export. 3.

In the Time Device Processing Profile field, select XX Weekly Payroll BRI.

4.

Click Submit.

5.

On the Confirmation dialog box, click OK.

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Practices for Lesson 17: Processing Time Collection Device Events

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no a Practices h for asLesson eฺ 18: ) d i m Generation u Mass and oTime G c ฺ t n m de bApproval i ฺ n tu i S @ s la thi a p p use o k (j e to a l ppa licens o iK

Practices for Lesson 18: Overview

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Overview In these practices, as the line manager you generate time events and time cards. You also resolve time entry exceptions and approve the time card.

Prerequisites The practices in this course build upon each other. If you are skipping them or performing them out of sequence, you may not be able to successfully complete the tasks in this and other practices. Note: Throughout this class, use the Chrome browser to access the application.

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Practices for Lesson 18: Mass Time Generation and Approval

Practice 18-1: Generating Time Events

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Overview In this practice, as a Time and Labor manager, you generate time collection device events for your worker.

Assumptions  

Time: