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Table of Contents
Table of Contents.......................................................................................................................1
1.0 OTL: Responsibilities....................................................................................................2
2.0 OTL: Profile Options.....................................................................................................3
3.0 OTL: Element ...............................................................................................................4
4.0 OTL: Element Link........................................................................................................5
5.0 OTL: Element Set .........................................................................................................6
6.0 OTL: Generate Flexfield and Mapping Information.....................................................7
7.0 OTL: Time Categories...................................................................................................8
8.0 OTL: Time Entry Rules..................................................................................................9
9.0 OTL: Time Entry Rule Group ......................................................................................10
10.0 OTL: Approval Styles..................................................................................................11
11.0 OTL: Alternate Name Definition ................................................................................12
12.0 OTL: Retrieval Rule ....................................................................................................13
13.0 OTL: Retrieval Rule Groups........................................................................................14
14.0 OTL: Preference Hierarchies......................................................................................15
15.0 OTL: Eligibility Criteria ...............................................................................................19
2
16
1.0 OTL: Responsibilities
Navigation: System Administrator > Security > Responsibility > Define
Responsibility
Name Application Responsibility Key
From
Date Menu
Data
Group
Name
Data
Group
Application
Request
Group Name
Request
Group
Application
Menu
Exclusions
iAvinash OTL
Application
Developer
Time and
Labor
Engine IAVI_OTL_APP_DEV
1-Jan-
51
Global OTL
Application
Developer Standard
Time and
Labor
Engine
Global OTL
Reports &
Processes
Time and
Labor
Engine
iAvinash Self
Service Time and
Expenses
Time and
Labor
Engine IAVI_SSHR_TIME_EXPENSES
1-Jan-
51
Time and
Expense
Self Service
Menu Standard
Time and
Labor
Engine
Read More @ http://iavinash.com
3
16
2.0 OTL: Profile Options
Navigation: System Administrator > Profile > System
Find Profile Site Application Responsibility User
Site Application Responsibility
iAvinash OTL Application Developer HR:User Type HR with Payroll User
MO: Operating Unit YOUR OPERATING UNIT
HR: Security Profile iAvinash Business
Group
HR:Business Group iAvinash Business
Group
iAvinash Self Service Time and Expenses HR:User Type HR with Payroll User
MO: Operating Unit YOUR OPERATING UNIT
HR: Security Profile iAvinash Business
Group
HR:Business Group iAvinash Business
Group
Read More @ http://iavinash.com
4
16
3.0 OTL: Element
Navigation: HRMS Manager > Total Compensation > Basic > Element Description
Element Name
Primary
Classifications Type
Input Value
Name Units
Effective
from
iAvinash Regular Hours Earnings Non recurring Hours
Hours in Decimal
format (2 places) 01-JAN-1951
iAvinash Holiday Hours Earnings Non recurring Hours
Hours in Decimal
format (2 places) 01-JAN-1951
Read More @ http://iavinash.com
5
16
4.0 OTL: Element Link
Navigation: OCCA HRMS Manager > Total Compensation > Basic > link
Element Name Effective from
iAvinash Regular Hours 01-JAN-1951
iAvinash Holiday Hours 01-JAN-1951
Read More @ http://iavinash.com
6
16
5.0 OTL: Element Set
Navigation: HRMS Manager > Payroll > Element Set
Element Set Name Type Element Include
iAvinash Element Set Run Set iAvinash Holiday Hours X
iAvinash Regular Hours X
Read More @ http://iavinash.com
7
16
6.0 OTL: Generate Flexfield and Mapping Information
Navigation: OTL Application Developer > Processes and Reports > Submit Requests > Single Request
Request Name: Generate Flexfield and Mapping Information
Parameters
Delete Definitions? No
Element Set iAvinash Element Set
Effective Date 01-Jan-1951
Include Cost Flexfield? Yes
Include Group Flexfield? Yes
Include Job Flexfield? Yes
Include Position Flexfield? Yes
Include Expenditure Items flexfield? Yes
Include Absence Information?
Read More @ http://iavinash.com
8
16
7.0 OTL: Time Categories
Navigation: OTL Application Developer > Time Categories
Name
Operator
Description Name Value
ValueSet
EqualTo
Read Empty
Values as
AlternateName--Tab
Type
Name
Equalto
Reademptyvaluesas
TimeCategory--Tab
Name
Description
Total1 OR Total1 Dummy Element
Context
iAvinash Regular Hours X Wildcard
Dummy Element
Context iAvinash Holiday Hours
X Wildcard
Read More @ http://iavinash.com
9
16
8.0 OTL: Time Entry Rules
Navigation: OTL Application Developer > Time Entry Rules > Define Time Entry Rules
Name Description Usage Formula Formula Inputs--
Flexfield
Mapping
Date
From
DateTo
Global
iAvinash 24 Hour Max -
Save
Cannot enter more than
24 hours in a day.
Save Seeded formula for Period Maximum One Day.
Total1.24.1.No
1-Jan-51 x
iAvinash 24 Hour Max -
Submit
Cannot enter more than
24 hours in a day.
Submission /
Resubmission
Seeded formula for Period Maximum One Day.
Total1.24.1.No
1-Jan-51 x
Read More @ http://iavinash.com
10
16
9.0 OTL: Time Entry Rule Group
Navigation: OTL Application Developer > Time Entry Rules > Define Time Entry Rule Groups
Name Name Usage Formula Formula
Inputs
Mappin
g
Date
From
Dat
e To
Outcom
e
iAvinash Time Entry
Rules
iAvinash 24 Hour Max -
Save
Save Seeded formula for Period
Maximum
1-Jan-51 Error
iAvinash 24 Hour Max -
Submit
Submission /
Resubmission
Seeded formula for Period
Maximum
1-Jan-51 Error
Read More @ http://iavinash.com
11
16
10.0 OTL: Approval Styles
Navigation: OTL Application Developer > Approval > Define Approval Styles
Name Description
EnableClientExtension
Rule Application Application Type Identifier Sequence
iAvinash Time Card
Approval Style x Projects Projects
Auto
Approve 10
x Payroll Payroll
Auto
Approve 10
Read More @ http://iavinash.com
12
16
11.0 OTL: Alternate Name Definition
Navigation: Application Developer > Alternate Names > Alternate Name Definition
Read More @ http://iavinash.com
Alternate
Name
Definition
Description Alternate
Name
Type
Type Name Prompt Alternate Name Date
From
Date
To
Values
Payroll Element Expenditure
Type
System
Linkage
Function
Identifier
Enabled
iAvinash
Hours
Types
Basic hours
for all
employees
OTL
Alternate
Name DFF
Context
Elements
Expenditure
System
Linkage
Function
Hours Regular Hours 1-Jan-
51
iAvinash Regular
Hours
Regular
Labor Hours
ST X
Holiday Hours 1-Jan-
51
iAvinash Holiday
Hours
Regular
Labor Hours
ST X
13
16
12.0 OTL: Retrieval Rule
Navigation: OTL Application Developer > Deposit/Retrieval Processes > Define Retrieval Rules
Retrieval Rule Name Retreival Process Name Application Status
Projects Projects Retrieval Process Projects Approved
Read More @ http://iavinash.com
14
16
13.0 OTL: Retrieval Rule Groups
Navigation: OTL Application Developer > Deposit/Retrieval Processes > Define Retrieval Rule Groups
(Group) Name Retrieval Rules -- Region Name Retrieval Process
Projects and Payroll Retrieval Rule Group Projects and Payroll -
Approved
Projects Retrieval Process
Payroll and Projects -
Approved
BEE Retrieval Process
Projects and Purchasing Retrieval Rule
Group
Projects Projects Retrieval Process
Purchasing Purchasing Retrieval Process
Read More @ http://iavinash.com
15
16
14.0 OTL: Preference Hierarchies
Navigation: OTL Application Developer > Preferences
FOLDER--
NameinTree
PreferenceNameinTree
Preference Preference Values (Actual Value Names are dependent on the Preference chosen and the
values set up for each Preference Type; they are labeled as 'Value1', 'Value2', etc. to allow
each value to be entered in a separate cell for use by Data Loader
10 iAvinash
Preferences
Self-Service
Append Templates
on a Timecard
Self Service Functionality
to Append Templates on
Timecard
Yes
Business Messages Self Service Ability to Show
a Business Message
Yes
Create Personal
Template
Self Service Create
Template Functionality
Yes
Date Formats Timecard Display Date
Formats
Tue, Dec 31 Tue, Dec 31 Tue, Dec 31
Default Approver Worker Default Approver
16
16
Disconnected Entry Self Service Disconnected
Entry Option for Worker
None No
Enter Negative
Hours
Self Service Ability to Enter
Negative Hours
Yes
Enter Override
Approver
Worker Preference to
Enter an Overriding
Approver
No
Number of Empty
rows on Timecard
Self Service number of
empty rows on the
timecard
5
Number of Recent
Timecards
displayed
Self Service number of
recent timecards on Time
Entry screen
5
OTL Rules
Evaluation
Self Service Preference to
allow Rules Evaluation
No
Save as Template
on Timecard
Self Service Save as
Template Functionality on
Timecard
No
Self Service Flow Self Service Flow Standard
Timecard Layout Self Service Timecard,
Review and Confirmation
Layout Pages
Projects and
Payroll Timecard
Layout - With
Project & Task
details
concatenated
Projects and
Payroll Review
Layout - With
Project & Task
details
concatenated
Projects and
Payroll
Confirmation
Layout - With
Project &
Task details
concatenated
US Projects-
Details and
Payroll Details
Layout - With
Project & Task
details
concatenated
US Projects and
Payroll
Notification
Layout - With
Project & Task
details
concatenated
17
16
Template
Functionality
Self Service Template
Functionality for a Worker
Yes No Yes Yes
Timecard Allows
Display of Accrual
Balances
Timecard Allows Display of
Accrual Balances
No
Timecard Alternate
Names
Self Service Timecard
Alternate Name Set
Defined for a User
iAvinash Hours
Types
Timecard Delete
Allowed
Timecard Delete Allowed No
Timecard Period Self Service Timecard
Period for Worker
Weekly Period -
Starts Monday
Timecard Status
Allowing Edits
Self Service Timecard
Status that Allows User
Edits
Retro Active
Assignment
45 45
Timecard Unit of
Measure
Self Service Unit of
Measure to be Used on a
Timecard
Hours HH:mm
Time Store
Application Set Time Store Application Set Payroll and
Projects
Approval Periods Time Store Approval
Periods
Weekly Period -
Starts Monday
Approval Style Time Store Approval Style iAvinash Time
Card Approval
Style
18
16
Enable Absence
Integration
Time Store Absence
Integration Setup for
Worker
No
Retrieval Rule
Group
Time Store Retrieval Rule
Groups
Projects and
Payroll Retrieval
Rule Group
Time Entry Rule
Groups
Time Store Time Entry
Rules
iAvinash Time
Entry Rule Group
Timecard Required Time Store Time Required
for Worker
Enterprise Asset
Management
Purchasing Human
Resources
Timecard Retrieval
Dashboard
Time Store Retrieval
Dashboard Setup for
Worker
Yes
Validate on Save Time Store Validate on
Save
Yes Yes
Timekeeper
Allow Negative
Entries
Self Service Ability to Enter
Negative Hours
Yes
Timekeeper Misc
Setup Items
Timekeeper Misc Setup
Items
No Yes Yes Weekly - Starts
Monday
Timekeeper
Timecard Layout
Timekeeper Layout
Attributes
TK Projects List TK Tasks List iAvinash
Hours Types
19
16
15.0 OTL: Eligibility Criteria
Navigation: OCCA OTL Application Developer > Preferences > Eligibility Criteria Tab
Name of Rule Name of Branch Link by Linked to Precedence From To
10 iAvinash Preferences 10 iAvinash Preferences All People 100 01-JAN-1951
Read More @ http://iavinash.com

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OTL: Setup Guide for Time and Expense Configuration

  • 1. 1 16 Table of Contents Table of Contents.......................................................................................................................1 1.0 OTL: Responsibilities....................................................................................................2 2.0 OTL: Profile Options.....................................................................................................3 3.0 OTL: Element ...............................................................................................................4 4.0 OTL: Element Link........................................................................................................5 5.0 OTL: Element Set .........................................................................................................6 6.0 OTL: Generate Flexfield and Mapping Information.....................................................7 7.0 OTL: Time Categories...................................................................................................8 8.0 OTL: Time Entry Rules..................................................................................................9 9.0 OTL: Time Entry Rule Group ......................................................................................10 10.0 OTL: Approval Styles..................................................................................................11 11.0 OTL: Alternate Name Definition ................................................................................12 12.0 OTL: Retrieval Rule ....................................................................................................13 13.0 OTL: Retrieval Rule Groups........................................................................................14 14.0 OTL: Preference Hierarchies......................................................................................15 15.0 OTL: Eligibility Criteria ...............................................................................................19
  • 2. 2 16 1.0 OTL: Responsibilities Navigation: System Administrator > Security > Responsibility > Define Responsibility Name Application Responsibility Key From Date Menu Data Group Name Data Group Application Request Group Name Request Group Application Menu Exclusions iAvinash OTL Application Developer Time and Labor Engine IAVI_OTL_APP_DEV 1-Jan- 51 Global OTL Application Developer Standard Time and Labor Engine Global OTL Reports & Processes Time and Labor Engine iAvinash Self Service Time and Expenses Time and Labor Engine IAVI_SSHR_TIME_EXPENSES 1-Jan- 51 Time and Expense Self Service Menu Standard Time and Labor Engine Read More @ http://iavinash.com
  • 3. 3 16 2.0 OTL: Profile Options Navigation: System Administrator > Profile > System Find Profile Site Application Responsibility User Site Application Responsibility iAvinash OTL Application Developer HR:User Type HR with Payroll User MO: Operating Unit YOUR OPERATING UNIT HR: Security Profile iAvinash Business Group HR:Business Group iAvinash Business Group iAvinash Self Service Time and Expenses HR:User Type HR with Payroll User MO: Operating Unit YOUR OPERATING UNIT HR: Security Profile iAvinash Business Group HR:Business Group iAvinash Business Group Read More @ http://iavinash.com
  • 4. 4 16 3.0 OTL: Element Navigation: HRMS Manager > Total Compensation > Basic > Element Description Element Name Primary Classifications Type Input Value Name Units Effective from iAvinash Regular Hours Earnings Non recurring Hours Hours in Decimal format (2 places) 01-JAN-1951 iAvinash Holiday Hours Earnings Non recurring Hours Hours in Decimal format (2 places) 01-JAN-1951 Read More @ http://iavinash.com
  • 5. 5 16 4.0 OTL: Element Link Navigation: OCCA HRMS Manager > Total Compensation > Basic > link Element Name Effective from iAvinash Regular Hours 01-JAN-1951 iAvinash Holiday Hours 01-JAN-1951 Read More @ http://iavinash.com
  • 6. 6 16 5.0 OTL: Element Set Navigation: HRMS Manager > Payroll > Element Set Element Set Name Type Element Include iAvinash Element Set Run Set iAvinash Holiday Hours X iAvinash Regular Hours X Read More @ http://iavinash.com
  • 7. 7 16 6.0 OTL: Generate Flexfield and Mapping Information Navigation: OTL Application Developer > Processes and Reports > Submit Requests > Single Request Request Name: Generate Flexfield and Mapping Information Parameters Delete Definitions? No Element Set iAvinash Element Set Effective Date 01-Jan-1951 Include Cost Flexfield? Yes Include Group Flexfield? Yes Include Job Flexfield? Yes Include Position Flexfield? Yes Include Expenditure Items flexfield? Yes Include Absence Information? Read More @ http://iavinash.com
  • 8. 8 16 7.0 OTL: Time Categories Navigation: OTL Application Developer > Time Categories Name Operator Description Name Value ValueSet EqualTo Read Empty Values as AlternateName--Tab Type Name Equalto Reademptyvaluesas TimeCategory--Tab Name Description Total1 OR Total1 Dummy Element Context iAvinash Regular Hours X Wildcard Dummy Element Context iAvinash Holiday Hours X Wildcard Read More @ http://iavinash.com
  • 9. 9 16 8.0 OTL: Time Entry Rules Navigation: OTL Application Developer > Time Entry Rules > Define Time Entry Rules Name Description Usage Formula Formula Inputs-- Flexfield Mapping Date From DateTo Global iAvinash 24 Hour Max - Save Cannot enter more than 24 hours in a day. Save Seeded formula for Period Maximum One Day. Total1.24.1.No 1-Jan-51 x iAvinash 24 Hour Max - Submit Cannot enter more than 24 hours in a day. Submission / Resubmission Seeded formula for Period Maximum One Day. Total1.24.1.No 1-Jan-51 x Read More @ http://iavinash.com
  • 10. 10 16 9.0 OTL: Time Entry Rule Group Navigation: OTL Application Developer > Time Entry Rules > Define Time Entry Rule Groups Name Name Usage Formula Formula Inputs Mappin g Date From Dat e To Outcom e iAvinash Time Entry Rules iAvinash 24 Hour Max - Save Save Seeded formula for Period Maximum 1-Jan-51 Error iAvinash 24 Hour Max - Submit Submission / Resubmission Seeded formula for Period Maximum 1-Jan-51 Error Read More @ http://iavinash.com
  • 11. 11 16 10.0 OTL: Approval Styles Navigation: OTL Application Developer > Approval > Define Approval Styles Name Description EnableClientExtension Rule Application Application Type Identifier Sequence iAvinash Time Card Approval Style x Projects Projects Auto Approve 10 x Payroll Payroll Auto Approve 10 Read More @ http://iavinash.com
  • 12. 12 16 11.0 OTL: Alternate Name Definition Navigation: Application Developer > Alternate Names > Alternate Name Definition Read More @ http://iavinash.com Alternate Name Definition Description Alternate Name Type Type Name Prompt Alternate Name Date From Date To Values Payroll Element Expenditure Type System Linkage Function Identifier Enabled iAvinash Hours Types Basic hours for all employees OTL Alternate Name DFF Context Elements Expenditure System Linkage Function Hours Regular Hours 1-Jan- 51 iAvinash Regular Hours Regular Labor Hours ST X Holiday Hours 1-Jan- 51 iAvinash Holiday Hours Regular Labor Hours ST X
  • 13. 13 16 12.0 OTL: Retrieval Rule Navigation: OTL Application Developer > Deposit/Retrieval Processes > Define Retrieval Rules Retrieval Rule Name Retreival Process Name Application Status Projects Projects Retrieval Process Projects Approved Read More @ http://iavinash.com
  • 14. 14 16 13.0 OTL: Retrieval Rule Groups Navigation: OTL Application Developer > Deposit/Retrieval Processes > Define Retrieval Rule Groups (Group) Name Retrieval Rules -- Region Name Retrieval Process Projects and Payroll Retrieval Rule Group Projects and Payroll - Approved Projects Retrieval Process Payroll and Projects - Approved BEE Retrieval Process Projects and Purchasing Retrieval Rule Group Projects Projects Retrieval Process Purchasing Purchasing Retrieval Process Read More @ http://iavinash.com
  • 15. 15 16 14.0 OTL: Preference Hierarchies Navigation: OTL Application Developer > Preferences FOLDER-- NameinTree PreferenceNameinTree Preference Preference Values (Actual Value Names are dependent on the Preference chosen and the values set up for each Preference Type; they are labeled as 'Value1', 'Value2', etc. to allow each value to be entered in a separate cell for use by Data Loader 10 iAvinash Preferences Self-Service Append Templates on a Timecard Self Service Functionality to Append Templates on Timecard Yes Business Messages Self Service Ability to Show a Business Message Yes Create Personal Template Self Service Create Template Functionality Yes Date Formats Timecard Display Date Formats Tue, Dec 31 Tue, Dec 31 Tue, Dec 31 Default Approver Worker Default Approver
  • 16. 16 16 Disconnected Entry Self Service Disconnected Entry Option for Worker None No Enter Negative Hours Self Service Ability to Enter Negative Hours Yes Enter Override Approver Worker Preference to Enter an Overriding Approver No Number of Empty rows on Timecard Self Service number of empty rows on the timecard 5 Number of Recent Timecards displayed Self Service number of recent timecards on Time Entry screen 5 OTL Rules Evaluation Self Service Preference to allow Rules Evaluation No Save as Template on Timecard Self Service Save as Template Functionality on Timecard No Self Service Flow Self Service Flow Standard Timecard Layout Self Service Timecard, Review and Confirmation Layout Pages Projects and Payroll Timecard Layout - With Project & Task details concatenated Projects and Payroll Review Layout - With Project & Task details concatenated Projects and Payroll Confirmation Layout - With Project & Task details concatenated US Projects- Details and Payroll Details Layout - With Project & Task details concatenated US Projects and Payroll Notification Layout - With Project & Task details concatenated
  • 17. 17 16 Template Functionality Self Service Template Functionality for a Worker Yes No Yes Yes Timecard Allows Display of Accrual Balances Timecard Allows Display of Accrual Balances No Timecard Alternate Names Self Service Timecard Alternate Name Set Defined for a User iAvinash Hours Types Timecard Delete Allowed Timecard Delete Allowed No Timecard Period Self Service Timecard Period for Worker Weekly Period - Starts Monday Timecard Status Allowing Edits Self Service Timecard Status that Allows User Edits Retro Active Assignment 45 45 Timecard Unit of Measure Self Service Unit of Measure to be Used on a Timecard Hours HH:mm Time Store Application Set Time Store Application Set Payroll and Projects Approval Periods Time Store Approval Periods Weekly Period - Starts Monday Approval Style Time Store Approval Style iAvinash Time Card Approval Style
  • 18. 18 16 Enable Absence Integration Time Store Absence Integration Setup for Worker No Retrieval Rule Group Time Store Retrieval Rule Groups Projects and Payroll Retrieval Rule Group Time Entry Rule Groups Time Store Time Entry Rules iAvinash Time Entry Rule Group Timecard Required Time Store Time Required for Worker Enterprise Asset Management Purchasing Human Resources Timecard Retrieval Dashboard Time Store Retrieval Dashboard Setup for Worker Yes Validate on Save Time Store Validate on Save Yes Yes Timekeeper Allow Negative Entries Self Service Ability to Enter Negative Hours Yes Timekeeper Misc Setup Items Timekeeper Misc Setup Items No Yes Yes Weekly - Starts Monday Timekeeper Timecard Layout Timekeeper Layout Attributes TK Projects List TK Tasks List iAvinash Hours Types
  • 19. 19 16 15.0 OTL: Eligibility Criteria Navigation: OCCA OTL Application Developer > Preferences > Eligibility Criteria Tab Name of Rule Name of Branch Link by Linked to Precedence From To 10 iAvinash Preferences 10 iAvinash Preferences All People 100 01-JAN-1951 Read More @ http://iavinash.com