PeopleSoft Time & Labor and Absence Management
PeopleSoft Time & Labor and Absence Management
PeopleSoft Time & Labor and Absence Management
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<strong>Time</strong> & <strong>Labor</strong> <strong>and</strong> <strong>Absence</strong> <strong>Management</strong> for<br />
<strong>PeopleSoft</strong> Customers<br />
Melody Curtis<br />
Oracle Corporation
The following is intended to outline our general product<br />
direction. It is intended for information purposes only, <strong>and</strong><br />
may not be incorporated into any contract. It is not a<br />
commitment to deliver any material, code, or<br />
functionality, <strong>and</strong> should not be relied upon in making<br />
purchasing decisions.<br />
The development, release, <strong>and</strong> timing of any features or<br />
functionality described for Oracle’s products remains at<br />
the sole discretion of Oracle.<br />
© 2007 Oracle Corporation – Proprietary <strong>and</strong> Confidential
Agenda<br />
• New Functionality Since Release 8.0<br />
• <strong>Time</strong> <strong>and</strong> <strong>Labor</strong><br />
• <strong>Absence</strong> <strong>Management</strong><br />
© 2007 Oracle Corporation – Proprietary <strong>and</strong> Confidential
Navigation Overview<br />
© 2007 Oracle Corporation – Proprietary <strong>and</strong> Confidential<br />
8.3 Menu-Based Structure Navigation<br />
(PT 8.22)<br />
© 2007 Oracle Corporation – Proprietary <strong>and</strong> Confidential
8.9 Menu <strong>and</strong> Functional Navigation Page<br />
(PT 8.45)<br />
© 2007 Oracle Corporation – Proprietary <strong>and</strong> Confidential
© 2007 Oracle Corporation – Proprietary <strong>and</strong> Confidential<br />
Current Look <strong>and</strong> Feel<br />
in 8.9 (PT 8.49)
© 2007 Oracle Corporation – Proprietary <strong>and</strong> Confidential<br />
New Look <strong>and</strong> Feel with<br />
PeopleTools 8.50
© 2007 Oracle Corporation – Proprietary <strong>and</strong> Confidential<br />
Navigation Menu Only Appears<br />
When Pulled Down<br />
Includes Search
New Dashboard <strong>and</strong> Pagelets – R9.0<br />
© 2007 Oracle Corporation – Proprietary <strong>and</strong> Confidential
Evolution of <strong>Time</strong> & <strong>Labor</strong><br />
8.8<br />
8.9<br />
9.0<br />
Online Rules<br />
Employee &<br />
Manager Self<br />
Service<br />
Improved<br />
Group <strong>Time</strong><br />
Approvals<br />
<strong>Time</strong>sheet Approvals<br />
<strong>Time</strong> Reporting prepopulation<br />
Enhanced Scheduling<br />
Features<br />
Employee access to<br />
view schedules<br />
Enhanced<br />
<strong>Time</strong>sheet<br />
Reconciliation<br />
Tools<br />
Reprocess Hours<br />
by Employee or<br />
Group<br />
Payroll for North<br />
America Integration<br />
improvements<br />
© 2007 Oracle Corporation – Proprietary <strong>and</strong> Confidential<br />
9.1<br />
Approvals <strong>and</strong><br />
Delegations<br />
Enhanced Mass<br />
<strong>Time</strong> Reporting<br />
Online Tool with<br />
Import/Export<br />
Rules<br />
Improved HCM<br />
Integration &<br />
Financials
<strong>Time</strong> <strong>and</strong> <strong>Labor</strong> R9.0<br />
• Enhanced timesheet<br />
• Employee & Manager Self Service Enhancements<br />
• Reconciliation tools manage the <strong>Time</strong> & <strong>Labor</strong> to Payroll<br />
process<br />
• Reported time waiting to be sent to Payable time<br />
• Payable time waiting to be sent to Payroll<br />
• Additional payable status <strong>and</strong> reason codes<br />
• Ability to Re-process time by employee or group<br />
© 2007 Oracle Corporation – Proprietary <strong>and</strong> Confidential
Employee Self Service<br />
© 2007 Oracle Corporation – Proprietary <strong>and</strong> Confidential<br />
<strong>Time</strong>sheet – R9.0<br />
© 2007 Oracle Corporation – Proprietary <strong>and</strong> Confidential
Elapsed <strong>Time</strong>sheet<br />
© 2007 Oracle Corporation – Proprietary <strong>and</strong> Confidential
Punch <strong>Time</strong>sheet<br />
© 2007 Oracle Corporation – Proprietary <strong>and</strong> Confidential
Manager Self Service<br />
© 2007 Oracle Corporation – Proprietary <strong>and</strong> Confidential
Approve Payable <strong>Time</strong><br />
© 2007 Oracle Corporation – Proprietary <strong>and</strong> Confidential
Payable Status <strong>and</strong> Reason Codes<br />
Payable Status Reason Code<br />
Closed (CL)<br />
Not Sent to Payroll (NSP)<br />
Not Distributed (NDS)<br />
Record Adjustment (RAJ)<br />
Prior Period Adjustment (PPS)<br />
Rejected by Payroll (RP) Not Processed in Payroll (PNP)<br />
Cancelled (CAN)<br />
No Pay (NP)<br />
Not Sent to Payroll (NSP)<br />
Ignore (IG)<br />
Manual Reject (MJR)<br />
Not OK to Pay (NOP)<br />
Not Used (NUS)<br />
Reversed Check (RV)<br />
Reversed (CRV)<br />
© 2007 Oracle Corporation – Proprietary <strong>and</strong> Confidential
Enhanced Load <strong>Time</strong> to Payroll<br />
• New field “Processing Option” added to Run Control<br />
•Load All <strong>Time</strong><br />
•Load Prior Period<br />
•Load Filtered time<br />
•Filters can be used for both On <strong>and</strong> Off Cycle<br />
•By Earnings code<br />
•By EmplId, Empl Rcd<br />
•By Company, Paygroup<br />
•By Date Ranges<br />
© 2007 Oracle Corporation – Proprietary <strong>and</strong> Confidential
Load <strong>Time</strong> <strong>and</strong> <strong>Labor</strong><br />
© 2007 Oracle Corporation – Proprietary <strong>and</strong> Confidential
UNPROCESSED PAYABLE TIME<br />
© 2007 Oracle Corporation – Proprietary <strong>and</strong> Confidential
<strong>Time</strong> <strong>and</strong> <strong>Labor</strong> – Other Enhancements<br />
• Payroll for North America<br />
• Separate Check Capabilities for Load <strong>Time</strong> <strong>and</strong> <strong>Labor</strong><br />
• Filters for Load <strong>Time</strong> <strong>and</strong> <strong>Labor</strong> <strong>and</strong> Online Check<br />
• Payroll Errors <strong>and</strong> Rejections<br />
• Check Reversal Processing<br />
• New field Payable <strong>Time</strong> Reversal Type<br />
• Reverse Only – Generate an offset row for the reversal. <strong>Time</strong><br />
will not be repaid<br />
• Reverse <strong>and</strong> Generate New Row – Generate an offset row <strong>and</strong><br />
insert new row in Payable time for future payment<br />
• Integration with <strong>Absence</strong> <strong>Management</strong><br />
© 2007 Oracle Corporation – Proprietary <strong>and</strong> Confidential
<strong>Absence</strong> <strong>Management</strong><br />
© 2007 Oracle Corporation – Proprietary <strong>and</strong> Confidential
<strong>Absence</strong> <strong>Management</strong><br />
• Ability to configure the most complex leave plan rules<br />
• Accrue leave by Pay Period, Pay Frequency or<br />
<strong>Absence</strong><br />
• Ability to view absence balances <strong>and</strong> enter absences<br />
from a <strong>Time</strong> & <strong>Labor</strong> timesheet<br />
• Report <strong>and</strong> track absences by type <strong>and</strong> reasons for<br />
absence<br />
• User can view each step of the approval process<br />
• Integration with:<br />
• Payroll for North America<br />
• Payroll for North America with <strong>Time</strong> & <strong>Labor</strong><br />
• Payroll Interface<br />
© 2007 Oracle Corporation – Proprietary <strong>and</strong> Confidential
Employee Self Service<br />
© 2007 Oracle Corporation – Proprietary <strong>and</strong> Confidential<br />
Request <strong>Absence</strong><br />
© 2007 Oracle Corporation – Proprietary <strong>and</strong> Confidential
Request <strong>Absence</strong><br />
© 2007 Oracle Corporation – Proprietary <strong>and</strong> Confidential
<strong>Absence</strong> Balances<br />
© 2007 Oracle Corporation – Proprietary <strong>and</strong> Confidential
<strong>Absence</strong> Request History<br />
© 2007 Oracle Corporation – Proprietary <strong>and</strong> Confidential
<strong>Time</strong>sheet – Request <strong>Absence</strong><br />
© 2007 Oracle Corporation – Proprietary <strong>and</strong> Confidential
Manager Self Service<br />
© 2007 Oracle Corporation – Proprietary <strong>and</strong> Confidential
MSS Approve <strong>Absence</strong> Request<br />
© 2007 Oracle Corporation – Proprietary <strong>and</strong> Confidential
MSS Approve <strong>Absence</strong> Request<br />
© 2007 Oracle Corporation – Proprietary <strong>and</strong> Confidential
MSS Approve <strong>Absence</strong> Requests<br />
© 2007 Oracle Corporation – Proprietary <strong>and</strong> Confidential
<strong>Time</strong>sheet<br />
© 2007 Oracle Corporation – Proprietary <strong>and</strong> Confidential
© 2007 Oracle Corporation – Proprietary <strong>and</strong> Confidential
<strong>PeopleSoft</strong> Enterprise HCM<br />
Documentation <strong>and</strong> Curriculum<br />
For more information about …<br />
Instructor-Led Training ⃘ UPK ⃘ Self-Study CDs ⃘ WebClasses<br />
PeopleBooks ⃘ Release Notes ⃘ Cumulative Feature Overviews<br />
Installation <strong>and</strong> Upgrade Guides ⃘ And more …<br />
Visit one of our <strong>PeopleSoft</strong> HCM demo pods in the conference<br />
center <strong>and</strong> ask for a HCM Information Solutions data sheet.<br />
You may also access the data sheet at<br />
http://www.oracle.com/applications/peoplesoft-enterprise.html<br />
<strong>PeopleSoft</strong> Enterprise Information Development<br />
Creating quality information solutions to help our customers succeed!<br />
Contact us at psoft-infodev_us@oracle.com<br />
© 2007 Oracle Corporation – Proprietary <strong>and</strong> Confidential