ORACLE TIME AND LABOR
WHITEPAPER -
A SAMPLE SETUP TO:
ENABLE OTL SELF SERVICE
TIMECARD ENTRIES TO
MULTIPLE-ASSIGNMENT
Global HRMS Development
Creation Date: 29 - Mar - 2006
Last Updated: 10 - Apr - 2006
Version: DRAFT 1.0
Copyright (C) 2000 Oracle Corporation
All Rights Reserved
Copyright information
Oracle Time and Labor, Releases 11i and 12
Copyright 2000 Oracle Corporation
All rights reserved.
Creation Date: 29-Mar-06
Last Updated: 10-Apr-06
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Contents
Copyright information ..........................................................................................................................................2
Contents................................................................................................................................................................3
Introduction ..........................................................................................................................................................4
Audience...............................................................................................................................................................4
Prerequisite knowledge.........................................................................................................................................5
Problem statement ................................................................................................................................................5
Limitations when using Multiple Assignments in OTL .......................................................................................5
Sample OTL Setups for Assignment entries on the Timecard .............................................................................7
Step 1 – Create and enable the new Descriptive Flexfield Context / Segment as an OTL Mapping
Component....................................................................................................................................................7
Step 2 - Define the custom views used in the new layout ............................................................................8
Examples of Custom Views used in Sample layouts................................................................................8
Step 3 - Define the AK Attributes / Regions to display Column Headers on the New Layouts...................9
Step 4 - Define the New Layouts..................................................................................................................9
Examples of New Defined layout sections – New Name section and ‘Job’ sections Custom Views used
in sample layouts. ...................................................................................................................................10
NOTE - The following sections displayed are only a part of the entire layout (ldt) files, and display the
‘Job’ component. ....................................................................................................................................10
Timecard Layout.........................................................................................................................................10
Review Layout............................................................................................................................................11
Confirmation Layout ..................................................................................................................................11
Notification Layout.....................................................................................................................................12
Step 5 –Examples in the Application..........................................................................................................13
Timecard Entry – Jobs displayed are those associated with User’s Assignments. .....................................13
Review Page ...............................................................................................................................................13
Confirmation Layout ..................................................................................................................................15
What Approver sees in the ‘Mass Approval’ Page.....................................................................................15
What Approver sees in the ‘Workflow Notification’ Page ........................................................................16
BEE Entries after transfer from OTL to BEE.............................................................................................16
3
Introduction
This whitepaper provides an example of how to setup the OTL application to
allow assignment number entries on a self-service timecard. The examples
include custom views and self service layout files, to enable a worker to
enter assignment information on a timecard and transfer that time from OTL
to Batch Element Entry (BEE).
This document describes current OTL functionality using multiple
assignments on a resource. The OTL application intends to enhance
multiple assignment functionality at some future date to address the
limitations which have been outlined in this document.
This document covers:
1) Examples of modified OTL Self-Service Timecard, Review, Confirmation
and Notification layouts based on the delivered ‘Exception Layouts’
2) Examples of a Custom1VO and Custom2VO views used in the modified
timecard layouts. The custom views allow the worker and approver to
select the Job Description associated with their multiple assignment
values. The views are created as hxc_cui_custom1_v and
hxc_cui_custom2_v.
3) Examples of additional OTL Information Type Descriptive Flexfield
entries to store the Assignment ID
4) Examples of adding to the OTL Mapping Components and adding to the
delivered ‘BEE Retrieval Mapping’
5) Identifying the limitations in current OTL functionality as it relates to
HRMS Multiple Assignments
Audience
This document is intended for the following audience;
• Functional Consultants, HR and Payroll Professionals Note 1
• Technical Consultants, System Administrators and IT Professionals Note 2
Note 1: For defining OTL Users requiring timecards with Assignment entry fields,
and assigning OTL Preferences to those users.
Note 2: For defining the new OTL Layouts, loading them to the Oracle Instance,
Enabling custom views, and defining an additional OTL Information Type
Descriptive Flexfield’s Context and Segment.
4
Prerequisite knowledge
Knowledge to assign multiple assignments to one person is a pre-requisite.
The examples in this document use multiple assignments with different Job
Descriptions.
Problem statement
Organizations that use multiple assignments with their workers, want
workers’ time entries to reflect time worked against the various assignments.
The organization wants to enable a timecard that can capture the different
assignment information, displaying a meaningful assignment identifier for the
worker to select.
OTL provides the means to configure a timecard that allows a worker to
enter a meaningful value on the timecard that identifies one assignment
versus another, and transfer the time to Batch Element Entries (BEE).
This white paper provides an example of how the user can enter a value
associated with the worker’s different assignments (in this paper the value
displayed is the worker’s ‘Job’ associated with each defined assignment),
store the Assignment ID for the different entries, and then transfer the values
to BEE (and not to OTLR or Projects). The ‘Job’ example may be changed
to any meaningful value on the assignment, as long as the views created
reflect a unique assignment value.
NOTE - The entry and transfer of multiple assignment entries from OTL to
BEE has limitations and may not meet all organizations’ requirements.
Limitations when using Multiple Assignments in OTL
Current OTL Multiple Assignment functionality is limited within the following
parameters:
1. Assignment entries stored in the HXC schema, and transferred
directly from OTL to BEE.
2. Assignment entries will not transfer from OTL to OTLR (HXT
schema). Therefore, OTLR users may not enter multiple
assignments and expect the entries to transfer to OTLR than to
BEE.
3. Multiple Assignment entries will not affect the transfer of data to
Projects. Projects entries will transfer using the Primary
Assignment.
4. Choice Lists displayed on the Timecard along with Multiple
Assignment entry fields, will only consider the worker’s primary
assignment in defining Payroll Validation and HRMS ‘Link’ eligibility
(for example, if the worker is eligible to use elements on an
assignment other than their primary assignment, then the Payroll
5
validation will fail, since validation only considers primary
assignment)
Note – To enable restricted element lists dependent on the assignment
selected, or Payroll validation based on the assignment entries requires
the use of dependent list of values (LOV’s) and, or customized
validation routines, neither of which are described in this document.
5. OTL Preference evaluation is based on the worker’s primary
assignment, and not other defined assignments.
6. Timecard Validation is based on the Worker’s primary assignment,
no matter what value is selected for the assignment entry on the
timecard.
6
Sample OTL Setups for Assignment entries on the Timecard
OTL’s current functionality allows for the capture of various entries on the
self service timecard. OTL delivers functionality to add Mapping
Components and add the new Mapping Components to the BEE Retrieval
Mapping.
Step 1 – Create and enable the new Descriptive Flexfield Context / Segment as an OTL Mapping
Component
Define a New OTL Information Type Descriptive Flexfield Context /
Segment:
• Navigate to System Administration > Application > Flexfield >
Descriptive > Segments
• Query on Title = OTL Information Types
• Create a New Context / Segment value of:
o Context Code – ASSIGNMENT
o Segment - Assignment ID ( Attribute 1)
o Save, Freeze, and Re-compile the Flexfield
• Navigate to OTL Application Developer (responsibility used to
administer OTL – that includes the ‘Deposit / Retrieval Processes’
sub-menu > Processes and Reports)
• Run the ‘Generate Flexfield and Mapping Information’ Process
o Parameters – Delete Definitions = No
o Effective Date = ‘current date’
7
• Navigate to OTL Application Developer (responsibility used to
administer OTL – that includes the ‘Deposit / Retrieval Processes’
sub-menu > Deposit / Retrieval Process > Define Mapping
Components)
• Add the new Mapping Component
o Name = P_ASSIGNMENT_ID
o Field Name = P_ASSIGNMENT_ID
o Type = ASSIGNMENT
o Category (completed based on Type)
o Segment = Assignment ID
o Save
• Navigate to OTL Application Developer (responsibility used to
administer OTL – that includes the ‘Deposit / Retrieval Processes’
sub-menu > Deposit / Retrieval Process > Define Mapping)
• Query Name = ‘BEE Retrieval Process Mapping’
• Add Component Name = P_ASSIGNMENT_ID
• Save
Step 2 - Define the custom views used in the new layout
• Create 2 views (using custom view numbers not previously defined,
e.g., hxc_cui_custom1_v for Custom1VO and hxc_cui_custom2_v
for Custom2VO if not previously defined and used in other layouts)
• The hxc_cui_custom1_v is used on the timecard, and limits the list
of Jobs that may be selected to those associated with the User’s
assignment(s).
• The hxc_cui_custom2_v is used on the Review, Confirmation and
Notification pages, so that the Approver will see the Job
(assignment) selection, and to not limit the displayed value based on
the User (who in the approval’s case is the Approver).
Examples of Custom Views used in Sample layouts
8
create or replace view hxc_cui_custom1_v as
select [Link] display_value, paaf.assignment_id value
from per_all_assignments_f paaf,
fnd_user fu,
per_jobs pj
where paaf.person_id = fu.EMPLOYEE_ID
and paaf.job_id = pj.job_id
and fu.user_id = fnd_profile.value ('USER_ID')
Note – The sample for hxc_cui_custom1_v is written to limit the list of displayed Job’s
based on the Workers’ assignments.
create or replace view hxc_cui_custom2_v
(display_value, value)
as
(select [Link],
paaf.assignment_id
from per_all_assignments_f paaf,
per_jobs_tl pjt
where paaf.job_id = pjt.job_id )
Note – The sample for hxc_cui_custom2_v is written to display the jobs associated with
assignments that were entered on the timecard. The view is not limited based on the
user viewing the timecard (the Approver). This view is used on the view only pages e.g.,
Review, Confirmation and Notification pages. The timecard assignment id entries bind
to the review pages view, displaying the correct Job value.
Step 3 - Define the AK Attributes / Regions to display Column Headers on the New Layouts
Create the new ‘AK’ Common Module Attributes associated to either a new
Region or on an existing OTL Region. Attributes are defined based on the
OTL Configuration Whitepaper (Metalink note - 304340.1)
NOTE – you should use a new Region to ensure your company defined
Attribute / Regions are not affected by future Oracle patches.
Step 4 - Define the New Layouts
The various layout example sections listed below were added to a copy of
the delivered ‘Exception Layouts’ layout set. The sample code has specific
entries highlighted to emphasize the specific lines / entry.
The examples of layout code were added to copies of the delivered
‘Exception Layout’, renaming the layout, and adding the example sections
before the ‘Cost Segment’ code section.
Create 4 layouts using the OTL Configuration Whitepaper as your guide.
9
• Timecard layout – Sample Uses Custom1VO to restrict the list of
available Assignment values based on the worker associated to the
User Login.
• Review Layout – Sample uses Custom2VO to not restrict the
assignments displayed, so that the Approver will see the assignment
entries selected (not limited based on User Login)
• Confirmation Layout - Sample uses Custom2VO to not restrict the
assignments displayed, so that the Approver will see the assignment
entries selected (not limited based on User Login)
• Notification - Sample uses Custom2VO to not restrict the
assignments displayed, so that the Approver will see the assignment
entries selected (not limited based on User Login)
• Others – if used by your organization
Examples of New Defined layout sections – New Name section and ‘Job’ sections
Custom Views used in sample layouts.
NOTE - The following sections displayed are only a part of the entire layout (ldt) files,
and display the ‘Job’ component.
Timecard Layout
LDRCONFIG = "[Link] 115.7"
.
.
BEGIN HXC_LAYOUTS "MA-EXCEPTION-TIMECARD" "HXC"
OWNER = "ORACLE"
DISPLAY_LAYOUT_NAME = "MA-Exception Layout - Timecard Entry Page"
LAYOUT_TYPE = "TIMECARD"
TOP_LEVEL_REGION_CODE = "HXCCONFIGTESTCUI"
LAST_UPDATE_DATE = "2004/05/23"
.
.
.
BEGIN HXC_LAYOUT_COMPONENTS "MA-Exception Timecard Layout - Job"
OWNER = "ORACLE"
COMPONENT_VALUE = "JOB"
REGION_CODE = "HXC_CUI_TIMECARD"
REGION_CODE_APP_SHORT_NAME = "HXC"
ATTRIBUTE_CODE = "HXC_TIMECARD_M_ASG"
ATTRIBUTE_CODE_APP_SHORT_NAME = "HXC"
SEQUENCE = "205"
COMPONENT_DEFINITION = "CHOICE_LIST"
RENDER_TYPE = "WEB"
PARENT_COMPONENT =
"MA-Exception Timecard Layout - Day Scope Building blocks for worker timecard matrix"
LAST_UPDATE_DATE = "2004/05/23"
BEGIN HXC_LAYOUT_COMP_QUALIFIERS "MA-Exception Timecard Layout - Job"
OWNER = "ORACLE"
QUALIFIER_ATTRIBUTE_CATEGORY = "CHOICE_LIST"
QUALIFIER_ATTRIBUTE1 = "Custom1VO"
QUALIFIER_ATTRIBUTE4 = "N"
QUALIFIER_ATTRIBUTE8 = "DisplayValue"
QUALIFIER_ATTRIBUTE9 = "Value"
QUALIFIER_ATTRIBUTE10 =
"[Link].Custom1VO"
# QUALIFIER_ATTRIBUTE11 = "TIMECARD_BIND_END_DATE|TIMECARD_BIND_END_DATE"
# Qualifier Attribute 11 is commented out because the custom choice list does not use a bind variable
10
QUALIFIER_ATTRIBUTE17 = "OraTableCellText"
QUALIFIER_ATTRIBUTE20 = "N"
QUALIFIER_ATTRIBUTE21 = "Y"
QUALIFIER_ATTRIBUTE22 = "L"
QUALIFIER_ATTRIBUTE25 = "FLEX"
QUALIFIER_ATTRIBUTE26 = "ASSIGNMENT"
QUALIFIER_ATTRIBUTE27 = "Attribute1"
LAST_UPDATE_DATE = "2004/05/23"
END HXC_LAYOUT_COMP_QUALIFIERS
END HXC_LAYOUT_COMPONENTS
Review Layout
LDRCONFIG = "[Link] 115.3"
BEGIN HXC_LAYOUTS "MA-EXCEPTION-REVIEW" "HXC"
OWNER = "ORACLE"
DISPLAY_LAYOUT_NAME = "MA-Exception Layout - Timecard Review Page"
LAYOUT_TYPE = "REVIEW"
TOP_LEVEL_REGION_CODE = "HXCCONFIGTESTCUI"
LAST_UPDATE_DATE = "2004/05/24"
BEGIN HXC_LAYOUT_COMPONENTS "MA-Exception Review Layout - Job"
OWNER = "ORACLE"
COMPONENT_VALUE = "JOB"
REGION_CODE = "HXC_CUI_TIMECARD"
REGION_CODE_APP_SHORT_NAME = "HXC"
ATTRIBUTE_CODE = "HXC_TIMECARD_M_ASG"
ATTRIBUTE_CODE_APP_SHORT_NAME = "HXC"
SEQUENCE = "168"
COMPONENT_DEFINITION = "CHOICE_LIST"
RENDER_TYPE = "WEB"
PARENT_COMPONENT =
"MA-Exception Review Layout - Day building blocks - matrix layout"
LAST_UPDATE_DATE = "2004/05/24"
BEGIN HXC_LAYOUT_COMP_QUALIFIERS "MA-Exception Review Layout - Job"
OWNER = "ORACLE"
QUALIFIER_ATTRIBUTE_CATEGORY = "CHOICE_LIST"
QUALIFIER_ATTRIBUTE1 = "Custom2VO"
QUALIFIER_ATTRIBUTE8 = "DisplayValue"
QUALIFIER_ATTRIBUTE9 = "Value#NUMBER"
QUALIFIER_ATTRIBUTE10 =
"[Link].Custom2VO"
QUALIFIER_ATTRIBUTE17 = "OraTableCellText"
QUALIFIER_ATTRIBUTE20 = "N"
QUALIFIER_ATTRIBUTE21 = "Y"
QUALIFIER_ATTRIBUTE22 = "L"
QUALIFIER_ATTRIBUTE25 = "FLEX"
QUALIFIER_ATTRIBUTE26 = "ASSIGNMENT"
QUALIFIER_ATTRIBUTE27 = "Attribute1"
QUALIFIER_ATTRIBUTE30 = "Y"
LAST_UPDATE_DATE = "2004/05/24"
END HXC_LAYOUT_COMP_QUALIFIERS
END HXC_LAYOUT_COMPONENTS
Confirmation Layout
LDRCONFIG = "[Link] 115.7"
11
BEGIN HXC_LAYOUTS "MA-EXCEPTION-CONFIRMATION" "HXC"
OWNER = "ORACLE"
DISPLAY_LAYOUT_NAME = "MA-Excptn Layout - Timecard Confirmation Page"
LAYOUT_TYPE = "CONFIRMATION"
TOP_LEVEL_REGION_CODE = "HXCCONFIGTESTCUI"
BEGIN HXC_LAYOUT_COMPONENTS "MA-Excptn Confirmation Layout - Job"
OWNER = "ORACLE"
COMPONENT_VALUE = "JOB"
REGION_CODE = "HXC_CUI_TIMECARD"
REGION_CODE_APP_SHORT_NAME = "HXC"
ATTRIBUTE_CODE = "HXC_TIMECARD_M_ASG"
ATTRIBUTE_CODE_APP_SHORT_NAME = "HXC"
SEQUENCE = "218"
COMPONENT_DEFINITION = "CHOICE_LIST"
RENDER_TYPE = "WEB"
PARENT_COMPONENT =
"MA-Excptn Confirmation Layout - Day Scope Building blocks for worker timecard matrix"
LAST_UPDATE_DATE = "2004/05/23"
BEGIN HXC_LAYOUT_COMP_QUALIFIERS
"MA-Excptn Confirmation Layout - Job"
OWNER = "ORACLE"
QUALIFIER_ATTRIBUTE_CATEGORY = "CHOICE_LIST"
QUALIFIER_ATTRIBUTE1 = "Custom2VO"
QUALIFIER_ATTRIBUTE8 = "DisplayValue"
QUALIFIER_ATTRIBUTE9 = "Value#NUMBER"
QUALIFIER_ATTRIBUTE10 =
"[Link].Custom2VO"
QUALIFIER_ATTRIBUTE17 = "OraTableCellText"
QUALIFIER_ATTRIBUTE20 = "N"
QUALIFIER_ATTRIBUTE21 = "Y"
QUALIFIER_ATTRIBUTE22 = "L"
QUALIFIER_ATTRIBUTE25 = "FLEX"
QUALIFIER_ATTRIBUTE26 = "ASSIGNMENT"
QUALIFIER_ATTRIBUTE27 = "Attribute1"
QUALIFIER_ATTRIBUTE30 = "Y"
LAST_UPDATE_DATE = "2004/05/23"
END HXC_LAYOUT_COMP_QUALIFIERS
END HXC_LAYOUT_COMPONENTS
Notification Layout
LDRCONFIG = "[Link] 115.7"
BEGIN HXC_LAYOUTS "MA-EXCEPTION-NOTIFICATION" "HXC"
OWNER = "ORACLE"
DISPLAY_LAYOUT_NAME = "MA-Excptn Layout - Timecard Notification Page"
LAYOUT_TYPE = "NOTIFICATION"
TOP_LEVEL_REGION_CODE = "HXCCONFIGTESTCUI"
LAST_UPDATE_DATE = "2004/05/24"
BEGIN HXC_LAYOUT_COMPONENTS "MA-Excptn Notification Layout - Job"
OWNER = "ORACLE"
COMPONENT_VALUE = "JOB"
REGION_CODE = "HXC_CUI_TIMECARD"
REGION_CODE_APP_SHORT_NAME = "HXC"
ATTRIBUTE_CODE = "HXC_TIMECARD_M_ASG"
ATTRIBUTE_CODE_APP_SHORT_NAME = "HXC"
SEQUENCE = "168"
12
COMPONENT_DEFINITION = "CHOICE_LIST"
RENDER_TYPE = "WEB"
PARENT_COMPONENT =
"MA-Excptn Notification Layout - Day building blocks - matrix layout"
LAST_UPDATE_DATE = "2004/05/24"
BEGIN HXC_LAYOUT_COMP_QUALIFIERS
"MA-Excptn Notification Layout - Job"
OWNER = "ORACLE"
QUALIFIER_ATTRIBUTE_CATEGORY = "CHOICE_LIST"
QUALIFIER_ATTRIBUTE1 = "Custom2VO"
QUALIFIER_ATTRIBUTE8 = "DisplayValue"
QUALIFIER_ATTRIBUTE9 = "Value#NUMBER"
QUALIFIER_ATTRIBUTE10 =
"[Link].Custom2VO"
QUALIFIER_ATTRIBUTE17 = "OraTableCellText"
QUALIFIER_ATTRIBUTE20 = "N"
QUALIFIER_ATTRIBUTE21 = "Y"
QUALIFIER_ATTRIBUTE22 = "L"
QUALIFIER_ATTRIBUTE25 = "FLEX"
QUALIFIER_ATTRIBUTE26 = "ASSIGNMENT"
QUALIFIER_ATTRIBUTE27 = "Attribute1"
QUALIFIER_ATTRIBUTE30 = "Y"
LAST_UPDATE_DATE = "2004/05/24"
END HXC_LAYOUT_COMP_QUALIFIERS
END HXC_LAYOUT_COMPONENTS
Step 5 –Examples in the Application
Timecard Entry – Jobs displayed are those associated with User’s Assignments.
Review Page
13
14
Confirmation Layout
What Approver sees in the ‘Mass Approval’ Page
15
What Approver sees in the ‘Workflow Notification’ Page
BEE Entries after transfer from OTL to BEE
Note – The Values entered on May 15 and May 16 (values 5.15 and 5.16) had either no Job value
entered, or used the job associated with the (-1) assignment. When no Job (assignment override) is
entered, the default assignment is applied.
16