Introduction to Oracle Time and Labor Copyright © Oracle, 2012. All rights reserved. R12.

x Oracle Time
and Labor Fundamentals Chapter 1 - Page 11 Instructor Demo - Creating and Approving Timecards
Overview In this demonstration, you learn how to enter and approve timecards. In subsequent practices
and demonstrations in this course, you will: − Learn to configure OTL − Setup time structure policies for
Oracle Time and Labor Rules (OTLR) − Transfer payroll and project timecards Assumptions • You must
have access to an Oracle Application Vision database or comparable training or test instance at your site
on which to complete this practice. • Replace XX in the Practice with a unique identifier such as your
initials or a number (for Instructor Led Training classes, this number will be assigned to you). This is
necessary in order to create unique records within the database when performing the Practice. Entering
Payroll Timecard using Self-Service Responsibility = Self Service Time and Expenses 1. Log on as
BPALMER/welcome user. 2. Navigate to the Recent Timecards page. ƒ (N) Recent Timecards You can
view recent timecards in a summary together with their current status. A preference option governs the
number of timecards displayed. This option is user alterable. Click the Preference link on top of the page
and then select Oracle Time and Labor Preferences. Enter the number of timecards to be displayed and
number of empty rows to be shown. You can search for timecards using advance options such as
timecard status, timecard submit date, and timecard start date. You can sort timecards on status
(Sorting is enabled on all columns). The Transferred To column indicates whether a timecard has been
retrieved by recipient applications such as Payroll, Projects, Purchasing, and Enterprise Asset
Management. You can also select individual timecards and delete each of the timecards. ƒ (B) Create
Timecard A blank payroll exception timecard is displayed with blank rows. The number of blank rows
presented is controlled by an OTL preference option. 3. Select the period for the timecard, for example,
the previous week time period. If the period is marked with a tilde symbol, "~", then a timecard already
exists for the period. You cannot enter another time card for a period where a timecard exists. The OTL
set up is such that changes and deletions can be made up to the point of approval. 4. Select Regular as
the hour type. 5. Enter 8 from Monday to Friday. The format on entering hours is governed by OTL
preferences. 6. Click Continue and the timecard review page is displayed. 7. Submit the timecard.
Copyright © Oracle, 2012. All rights reserved. R12.x Oracle Time and Labor Fundamentals Chapter 1 -
Page 12 8. Log out. 9. Log on as BERICKSO/welcome and approve the timecard. Entering Projects
Timecard using Self-Service Responsibility = OTL, Vision Services (USA) 10. Log on as SERVICES/welcome
user. 11. Navigate to the Recent Timecards page. ƒ (N) Recent Timecards You can view all the timecards
for this person in various statuses. You can select an existing timecard to review, edit, or delete. You can
also choose create a new timecard. ƒ (B) Create Timecard This takes you to a blank time card where you
can now begin entering time for this person. The period allows you to choose the period you want to
enter time. You can enter comments to be submitted with the timecard that will be forwarded to the
approver when the timecard is submitted. The bottom portion of the timecard is where you enter the
specific time information for each day of the week. There is also a section on the page where a person
can personalize data and save the data off as a template. This can be reused as often as you like and will
help in reduction of the amount of data entry required. You can create as many templates as you
require. 12. In the Period field, select the previous week time period. 13. Select Cost Reimbursable - Cost
Reimbursable as the project, 1.1.1 as the task. 14. Select 2320 - Engineering Labor - (Straight Time) as
the Type. 15. Enter 8 Hours from Monday to Friday. 16. Click Continue and then Submit. 17. Click
Logout. 18. Log on as DGRAY/welcome user to approve the timecard. 19. Click the Workflow
responsibility and then the Notifications link. 20. View the timecard notification from Marlin, Amy. Click
the Subject to view details. Before you approve the timecard, review the timecard. Scroll down and click
the + sign to expand the timecard. You can view the timecard details that Amy Marlin submitted. 21.
Approve timecard. 22. Click Logout. Copyright © Oracle, 2012. All rights reserved. R12.x Oracle Time and
Labor Fundamentals Chapter 1 - Page 13 Instructor Demo - Absence Integration with OTL Overview In
this demonstration, we will see how Absence Management is integrated with Oracle Time and Labor.
The integration: − Enables seamless integration between Oracle Human Resources absence
management and Oracle Time and Labor. − Provides timecard with details of absences while entering
time. − Provides the ability to update absences on the timecard thus eliminating the need to navigate
multiple windows. − Leverages the common applications calendar work schedules. This demonstration
uses the Vision database, where OTL and HR Absence integration is setup. Assumptions • You must have
access to an Oracle Application Vision database or comparable training or test instance at your site on
which to complete this practice. • Replace XX in the Practice with a unique identifier such as your initials
or a number (for Instructor Led Training classes, this number will be assigned to you). This is necessary in
order to create unique records within the database when performing the Practice. Submit an Absence in
Employee-Self Service Create a vacation absence in Absence Management. Responsibility = Employee
Self-Service 1. Log on as RJAMES/welcome user. 2. Navigate to the Absence Management Summary
page. ƒ (N) Absence Management 3. Click Create Absence. You are now on the Absence Management
page for Robert James. You can view existing absence or navigate to see the Entitlement Balances. From
here you can create a new absence. Before creating an absence, review the balances to make sure the
employee has banked enough time to cover the absence you are entering. 4. Click the Absence Type list.
This is the page where you will create an absence. The absence integration is configured to work with
vacation and sick time. In this scenario, you will create a vacation absence. 5. Click the Vacation list item.
6. Select Vacation from the LOV. 7. Click the Absence Reason list. 8. Click the Vacation list item. You will
now enter the dates and times for the start and end of the vacation. 9. Enter the start date of the next
time period. 10. Enter "09:00" as the start time. 11. Enter the end date of the next week time period. 12.
Enter "17:00" as the end time. Copyright © Oracle, 2012. All rights reserved. R12.x Oracle Time and
Labor Fundamentals Chapter 1 - Page 14 13. Click the Calculate Duration button. This calculates the
duration of your absence based on the start date and time and the end date and time. Ignore any
warning that appears. 14. Click Next and then Submit. 15. Click Logout. Your absence entry is now in the
list of absences in a pending approval status. From here we will approve the absence. Approve the
Absence Created in Self-Service You will log in as Barry Erickson to approve the absence. 16. Log in as
BERICKSO/welcome user. 17. Click the Workflow User Web Applications link. 18. Navigate to approve
the absence. 19. Click the Leave of Absence for James, Robert link. 20. Drill into the link. 21. Approve the
absence. 22. Click Logout. Review the Absence in OTL Responsibility = Self Service Time and Expenses
We will now sign back on as Robert James to view the absence on the timecard. 23. Log on as
RJAMES/welcome user. 24. Navigate to the Recent Timecards page. ƒ (N) Recent Timecards 25. The
Recent Timecards page opens. Note that there is no timecard for the period the vacation was created in.
This does not happen until you create a timecard for the period. 26. Click Create Timecard. 27. Select the
same period in which the vacation transaction was submitted. Here the integration shows that the
absence entered in absence management is now showing in time and labor. 28. Click the Show Accrual
Balances link. The absence status link displays any absence(s) that were entered in absence
management. This helps to identify any discrepancies. 29. Click the Continue button. You can also view
the balances. 30. Click the Submit button. 31. Submit the timecard for approval. 32. Click the Logout link.
The absence is submitted for approval.