Defining Entry Level Processing Time Entry Rule Groups
Once you have defined time entry rules for entry level processing, you can group the
rules together and assign a group to a person or a group of people via preferences. Use
the Time Entry PTE Rule Groups window.
To define entry level time entry rule groups:
1. Enter the name of the Rule Group.
2. Select the name of the first time entry rule.
The remaining data fields will populate, including the outcome of Process Time
Entry.
3. Repeat step 2 to continue entering time entry rules for this grouping.
4. Save your work.
Preferences 9-1
9
Preferences
Preferences
In Oracle Time & Labor you set preferences to define many of the rules about how
individual workers or groups of workers can use the application.
Can you use the default preferences, or must you create new preferences?
There are rules for the time store, such as which set of applications can retrieve data
about a worker's time, and rules about Self Service timecard entry, such as whether the
worker can enter a negative number of hours. You can choose which preferences
workers can see, and which one they can edit.
Oracle Time & Labor includes default preferences with predefined values. These cannot
be changes or deleted. To view the default preferences in the Preference window, you
can expand the default preferences hierarchy by clicking on the plus sign.
If you wish for all employees at all location in all organizations to have the same rules
you can use the default preferences, or create one new hierarchy containing the
preferences for which you want to specify a different value.
Can you set different preferences for different locations?
After creating the preference hierarchies you require, you can assign them to people by
creating eligibility rules. You can link to locations, organization, all people, and
individual people. You can link to other assignment criteria too, if you use Oracle
Human Resources.
9-2 Oracle Time and Labor Implementation and User Guide
Preferences
Preferences
Preferences enable you to define rules about how individual workers or groups of
workers can use the application. There are rules for the time store, such as which set of
applications can retrieve data about a worker's time, and rules about Self Service
timecard entry, such as whether the worker can enter a negative number of hours. You
can choose which preferences workers can see, and which ones they can edit.
Oracle Time & Labor includes default preferences with predefined values, which you
cannot change or delete. To view the default preferences in the Preferences window,
you can expand the default preference hierarchy by clicking on the plus sign.
To ensure all workers at all locations in all organizations inherit the same rules, you can
use the default preferences, or create a new hierarchy containing the preferences for
which you want to specify a different value. To define separate rules for certain
locations or organizations, you can create as many preference hierarchies as you
require. For example, you can create one for the Consulting organization, another for
the Seattle location, and a third for temporary workers.
Eligibility Rules
After creating the preference hierarchies you require, you assign them to people by
creating eligibility rules. You can link to locations, organizations, all people, and
individual people. You can link to other assignment criteria too, if you use Oracle
Human Resources.
Note: Preference hierarchies and eligibility rules are specific to your
current business group.
People can be eligible for more than one hierarchy, so you must define a precedence to
each eligibility rule. Using the example given above, consultants based in Seattle are
eligible for two preference hierarchies, through their work location and their
organization. Suppose that the Consulting preference hierarchy has a higher precedence
than the Seattle hierarchy. The application assigns them all the preference values listed
for Consulting, and any other preferences values that are listed for Seattle and not
found in the Consulting hierarchy. If there are any preferences that are not listed in
either of these hierarchies, the application assigns the workers the values given in the
default preferences. A predefined eligibility rule links the default preference to all
people, with a low precedence so you can override it.
The following table shows an example of defining preferences for a different
department within a location which requires various preferences.
Preferences 9-3
Sample Preferences Value in Default
Preferences
(Precedence=1)
Value in Location A
(Precedence=10)
Value in Department
C (Precedence=20)
Disconnected entry No No Yes
Timecard Period Weekly - Starts
Sunday
Weekly - Starts
Monday
Weekly--Starts
Monday
Enter negative hours Yes No Yes
Business messages Yes -- --
Number of recent
timecards displayed
5 8 --
Time Store Approval
Style
OTL Auto Approve OTL Supervisor OTL Supervisor
Using the values in the table, someone working in Department C at Location A would
be assigned the following preference values:
• Disconnected entry - Yes
• Timecard Period - Weekly--Starts Monday
• Enter negative hours - Yes
• Business messages - Yes
• Number of recent timecards displayed - 8
• Time Store Approval Style - OTL Supervisor
Preferences Window
There are three tabs on the Preferences window, Preferences, Eligibility Criteria and
People.
Use the Preferences tab to maintain preference hierarchies. A preference hierarchy is a
collection of defined rules.
Use the Eligibility Criteria tab to define rules that assign preference hierarchies to
various levels such as organization, people group, location and person.
Use the People tab to view the rules that currently apply to a person. This tab is
view-only.
9-4 Oracle Time and Labor Implementation and User Guide
Default Preferences
This topic explains the preferences you use to assign rules and options to your workers.
It also lists the values that are predefined as default preferences. You can override the
defaults by creating new preference hierarchies.
In the Preferences window, you can see the Default Preferences by expanding the
Preference Tree node. The Default Preferences node contains several types of
preferences:
• Self Service
• Time Store
• Timekeeper
There is also a separate default branch for Oracle Projects.
See also: Enterprise Asset Management Preferences in Oracle Time & Labor.
Additionally there are some features that contain default values. You cannot change or
delete these values, but you can create new preference values for these features.
Note: The Preference Tree displays nodes in alphabetical order.
Self Service
The Self Service node contains the predefined preferences of Worker. The Worker
preferences relate to functionality directly associated to an individual.
Preference Name in
Tree (Preference
Name)
Description Value in Default
Preferences
Hierarchy
Default Value for
Projects
Append Templates on
Timecard (Self Service
Functionality to Append
Templates on the
Timecard)
Y/N. If set to Yes, the
worker can select more
than one template and the
data from all the selected
templates appears on the
timecard.
No Yes
Business Messages (Self
Service Ability to Show
a Business Message)
Y/N. If set to Yes, business
messages from time entry
rule validation are
displayed to the worker
on the timecard.
Yes Yes
Preferences 9-5
Preference Name in
Tree (Preference
Name)
Description Value in Default
Preferences
Hierarchy
Default Value for
Projects
Create Personal
Templates (Self Service
Create Template
Functionality)
Y/N. If set to Yes, workers
can create their own
personal timecard
templates. A Create
Template button is
displayed on the
Templates page.
No Yes
Date Formats (Self
Service Date Format
Functionality)
Determines the display of
date formats for the
timecard. You can choose
the date format for the
Period List, Timecard
Table Day Header, and
Timecard Details Page
Day Header.
December 31,
2002. Tue, Dec
[Link],
December 31,
2002
[None]
Default Approver
(Worker Default
Approver)
If the Enter Override
Approver preference is set
to Yes, then you can select
any supervisor in the
business group to be the
default value in the
Override Approver field.
[None] [None]
Disconnected Entry (Self
Service Disconnected
Entry Option for
Worker)
Import/Export, or None.
Determines whether
workers can enter time
and labor data using a
spreadsheet (import) and
whether they can
download data to the
spreadsheet (export).
None Import/Export
Enter Negative Hours
(Self Service Ability to
Enter Negative Hours)
Y/N. If set to Yes, then
workers can enter
negative hours on their
timecard.
No Yes
9-6 Oracle Time and Labor Implementation and User Guide
Preference Name in
Tree (Preference
Name)
Description Value in Default
Preferences
Hierarchy
Default Value for
Projects
Enter Override
Approver (Worker
Preference to Enter an
Overriding Approver)
Y/N. If set to Yes, then
workers can enter an
override approver on the
timecard. You must also
set the Override Approval
Style segment of the
Approval Style preference
to Projects Override
Approver.
No Yes
Number of Empty Rows
on the Timecard (Self
Service Number of
Empty Rows on the
Timecard)
The number of empty
rows to display on the
worker's default timecard.
11
Number of Recent
Timecards Displayed
(Self Service Number of
Recent Timecards on
Time Entry Screen)
The number of previously
entered timecards to
display.
55
OTL Rules Evaluation
(Self Service Preference
to Allow Rules
Evaluation)
Y/N. Set the Evaluate OTL
Rules segment to Yes for
workers whose time is
subject to OTL rules based
on a rotation plan and
earnings policy. If set to
Yes, use the Approval
Rules for Rules Evaluation
segment to select the
applications that approve
the data before you can
run the Transfer to BEE
process. You may also
select an Overtime
Recurring Period to
calculate overtime for
non-weekly payrolls.
No No
Preferences 9-7
Preference Name in