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EMPLOYEE
Employee
Profile
GENERAL SETTINGS
1 .- Will the user be allowed to make nonessential setting No
changes to the profile?
2 .- Will this profile display the employees' daily work schedule? Yes
3 .- Will this profile display a row with a sum of all the hours Yes
entered for each day?
4 .- Will this profile display clock-in and clock-out times? Yes
5 .- Should unpaid breaks be taken into account when Yes
calculating the total number of hours?
6 .- Should rejected records be highlighted? Yes
7 .- Should fields containing additional information (e.g. short Yes
and/or long text) be highlighted?
8 .- Should users be allowed to enter times on non-working Yes
days?
9 .- Should weekdays (Mo, Tu, We, etc.) be displayed in addition Yes
to dates?
10 .- Should the system skip the CATS selection screen? Yes
11 .- Can data entered for future dates be released? Yes
12 .- Should the data be released on saving? Yes
13 .- Is approval required? Yes
14 .- Will the user be allowed to edit approved times? No
15 .- Will data be transferred directly to HR upon save? No
16 .- Will the user be recording objects other than hours (e.g. Yes
17 .- miles)
You may specify a trip schema if your users will be jumping
from CATS to the Travel Management Module.
TIME SETTINGS
17 .- What data entry period will the profile use? Weekly
18 .- What day of the week should be displayed first? Monday
ACCOUNTING VARIANT
26 .- Which accounting scenario would you like to use? Scenario #2
#1 Send all charges go against Master CCtr. This is the same
variant used by the system prior to release 4.6a.
#2 Transfer all data to HR and calculate Personnel costs using
payroll. Charge costs to the Receiver object. Do not trigger
an Activity Allocation.
#3 Transfer all data to HR and calculate Personnel costs using
payroll. Charge costs to the Sender object. Then, trigger an
Activity allocation between the Sender and the Receiver
objects.
DEFAULT VALUES
28 .- Should the profile default the employee's controlling area? Yes
WORK LIST
NOTE: If you are not using a work list you can skip this section
36 .- Should the worklist contain a list of previously charged
objects for the employee? If yes, please specify the
maximum number of days in process for the object.
37 .- Should Resource Planning data be contained in the work
list?
38 .- Should operations and sub-operations, or activity elements
which are assigned to the user via the work center, be
displayed in the work list?
39 .- Should data from the Pool of Confirmations be contained in
the work list?
40 .- Should the values conatined in the work list be determined
via user exit/enhancement CATS0001?
41 .- Should the user be allowed to copy hours from the work list
into the entry list?
42 .- Should the hours displayed in the Worklist be distributed on
workdays only?
AUTHORIZATIONS
53 .- What authorizations number will you use for this profile? 0001
(Enter in format ####)
WORKFLOW
55 .- Specify a workflow task ID if you wish to use workflow with Manager TS
this profile 20000460
56 .- Do you wish for the Workflow recipient to be determined Yes
automatically by the system?
Enjoy
Profile 2 Profile 3 Comment
No No
Yes Yes
Yes Yes
Yes Yes
Yes Yes
Yes Yes
Yes Yes
Yes Yes
Yes Yes
Weekly Weekly
Monday Monday This selection only works with periods weekly and bi-
weekly
1 1 The symbol must be placed to the right of the number
List List
Scenario #2 Scenario #2
No
Yes Yes
0001 0001
No No
No No
No No
Attendance Attendance
0800 0800
No No
This can only work if another setting from the work list
has been selected as well.
No No
Warning Warning
No
Warning Warning
Warning Warning
Manager TS Manager TS The system delivers the following sample tasks in 4.6c:
20000460 20000460 40007901, 20000460, 20000459, 20000450, and
20000459. For standard functions 20000450 and
Yes Yes
20000459 the recipient determination can take place
automatically.
Data entry profile EMPLOYEE Employee
General settings
Profile changeable X Highlight rej records
X With target hours X Highlight add info
X With totals line Workdays only
X With clock times X Display weekdays
No deduction of breaks X No initial screen
Cell length 6 Trip schema
Authorization 0001
Print Report RCATSP01
Time settings
Period type 2 Weekly
First day of wk 0 Monday
Key date relative 1- Lower limit relative 8 Upper limit relative
Person selection
Enter for several personnel nos.
Select via pers list
Time Administrator Organizational Unit
Selection report
Default values
X Controlling area X Master cost center
Activity type Sender business proc.
Purchase order Service master
X Attendance type 0800
Work list
With work list In process
From resource planning By work center
From pool of confs Customer enhancement
For users of HR
Quotas Warning
Collision with HR Warning
Workflow
X Workflow approval X Automatic recipient
Task Manager TS 20000460
Highlight rej records X Release future times
Highlight add info X Release on saving
Workdays only X Approval required
Display weekdays X No changes after approval
No initial screen Immediate transfer to HR
Periods 1
Automatic recipient
Data entry profile TIMEADM Time Administrator
General settings
Profile changeable X Highlight rej records
X With target hours X Highlight add info
X With totals line Workdays only
X With clock times X Display weekdays
No deduction of breaks No initial screen
Time settings
Period type 2 Weekly
First day of wk 0 Monday
Key date relative 1- Lower limit relative 8 Upper limit relative
Person selection
X Enter for several personnel nos.
X Select via pers list
X Time Administrator Organizational Unit
Selection report
Default values
X Controlling area X Master cost center
Activity type Sender business proc.
Purchase order Service master
X Attendance type 0800
Work list
With work list In process
From resource planning By work center
From pool of confs Customer enhancement
For users of HR
Quotas Warning
Collision with HR Warning
Workflow
X Workflow approval X Automatic recipient
Task Manager TS 20000460
Highlight rej records X Release future times
Highlight add info X Release on saving
Workdays only X Approval required
Display weekdays X No changes after approval
No initial screen Immediate transfer to HR
Periods 1
Automatic recipient
Data entry profile MGR Manager
General settings
Profile changeable X Highlight rej records
X With target hours X Highlight add info
X With totals line Workdays only
X With clock times X Display weekdays
No deduction of breaks No initial screen
Time settings
Period type 2 Weekly
First day of wk 0 Monday
Key date relative 1- Lower limit relative 8 Upper limit relative
Person selection
X Enter for several personnel nos.
X Select via pers list
Time Administrator Organizational Unit
X Selection report
Default values
X Controlling area X Master cost center
Activity type Sender business proc.
Purchase order Service master
X Attendance type 0800
Work list
With work list In process
From resource planning By work center
From pool of confs Customer enhancement
For users of HR
Quotas Warning
Collision with HR Warning
Workflow
X Workflow approval X Automatic recipient
Task Manager TS 20000460
Highlight rej records X Release future times
Highlight add info X Release on saving
Workdays only X Approval required
Display weekdays No changes after approval
No initial screen Immediate transfer to HR
Periods 1
Automatic recipient
Customizing CATS
s CAT4
s CATS_APPR
s CATS_APPR_LITE
s CAPS
Transferring Time Entries