Sunday, July 19, 2020

How Self Service Works in Time and Leave Management (TLM)

TLM, or Time and Leave Management is a module in HCM suite that deals with Employee's time entry and leave planning.

So what day to day activities or transactions an employee and manager do perform in the TLM module? Let's find out.

 

Typically an employee:

  • Submits timesheets
  • Requests for Time-Offs
  • Reports Overtime they worked
  • Check their Leave balances 

etc…


Whereas Manager:

  • Approves all these requests and entries
  • Would even perform these tasks on behalf of their direct reports

Additionally, a manager can also:

  • Check their direct report's leave plan through time-off calendars
  • Review the accrual balances of their direct reports

plus range of other activities.


Related Articles:

How COBRA Act works in US

 

Hence, to cater to all this, a TLM module in any ERP must offer these functionalities more or less, to employee and managers:

 

Self Service Functionalities in Time and Leave Management (TLM)

And since they are meant for employees and managers,  The functionalities for employee are stacked together inside Employee Self Service, whereas for manager, they are inside Manager Self Service. If you notice, in both ESS and MSS these options are further segregated under Timesheet and Time-Off so that employee and manager can easily distinguish and access them.


So we just had a glimpse into what all actions employee and manager perform and what more is available to them within TLM module. Now, lets dive into this and see them actually doing it.

 

Starting with the timesheet:


In TLM module, timesheet is a page through which employee report the number of hours they have spent on the job over a period of time.

 

A typical timesheet page looks like this.



You can see the time period for which hours are being reported. Each column in the grid represents something. Date shows the days in the time period, In Time, Out Time are to capture when employee started the work and when did they finish i.e. punch-in and punch-out time. Time Off column is to report if there were any leaves taken during this time period. Total Hours is to capture the number of hours spent on the job.

The three columns (Location, Department, Project Code) are to inform the details of the job the time was spent on, such as, location, Department and Project Code. The last column shows what work schedule employee was on, such as, Sunday to Saturday 9 AM to 5 PM where Monday to Friday are working days and Sat/Sun are weekly offs.

 

well, this page might have a different layout and structure in different HCM ERPs such as Kronos, Workday, PeopleSoft Successfactors etc but in all of them the information captured would be more or less same.


Timesheet layout in various HCM ERPs

Related Articles:

How COBRA Act works in US

Tuesday, July 14, 2020

Installation Course Content

Day#Topics CoveredDuration (HH:MM)
1
Overview
1:00
Software Requirement
Hardware Requirement
Obtaining DPKs from Google Drive without Oracle Support Identifier
Deploying DPKs
2
Deploying DPKs continued
0:49
Modifying hosts file in Windows host to establish connection
Login into demo environment through PIA
Deploying Peopletools and Databse clients (Application Designer, Data Mover, Configuration Manager and SQL Developer
Adding configuration details on Configuration Manager
3
Updating tnsnames.ora file in Oracle Home
0:14
Configuring Clients
Loging in thorugh all the clients
4
Downloading and installing Microfocus Server Express
1:00
Compiling COBOL

Sunday, July 12, 2020

Profile Management Course Content

Day#Topics CoveredDuration (HH:MM)
1
Introduction to Profile Management
2:25
How this module is integrated with other modules
Setting up Content Types and Content Items
Configuring security elements in Profile management
Creating Person and Non-Person profiles
Maintaining Person and Non-Person profiles
How to configure searches in Profile Management
2
Creating various search types
0:25
Performing steps for the search functionality to work
Performing searches

PeopleSoft Security Course Content

Day#Topics CoveredDuration (HH:MM)
1
Introduction to Security in Peoplesoft
1:50
Understanding different types of security
Security processes run after changes made in security setup
How DEPT tree based Row security works - Detailed explanation
2
How DEPT tree based Row security works continued
1:40
How Role based Row security works - Detailed explanation
Understanding how prompts in various employee data components work
Knowing all the SJT records involved in security setup
3
How page security works detailed explanation
0:54
How page security is setup
4How page security is configured for mass users1:30
5
How Query Security works - Detailed explanation
1:30
How Query security is configured
6
How Process security works - detailed explanation
1:18
How Process security is setup
7
Understanding Dynamic Role Functionality
0:27
Creating PS Query for dynamic role
Configuring dynamic role
Runnig Dynamic role assignment process

Saturday, July 11, 2020

Absence Management Course Content

Day#Topics CoveredDuration (HH:MM)
Part 1
Global Payroll Overview
1:17
Absence Management Overview
Understanding Global Payroll and Absence Management Processing Flow
Understanding Elements
Understandnign Triggers
Understanding Other Concepts
Part 2
Understanding Payroll Structure of India
2:15
Understanding various Leave types and their Attributes
Beginning with the Absence Setup
Understanding the setup architecture of Absence Management
Understanding various supporting Elements used in the setup
Part 3
Understanding Absence Take
2:00
Understanding Absence Entitlement
Setting up the Supporting Elements
Understanding the creation of Formulas Entitlements
Part 4Creating Other supporting elements (Variable, Bracket, Array, Date etc...) for Formula1:45
Part 5Creating the Formula for Entitlement2:02
Part 6
Handeling various cases (New Hire, Termination, LOA) in the Formula element
1:58
Creating Absence Entitlement Element Part 1
Understanding Various attributes in Absence Entitlement element
Understanding how to use Generation Control in Entitlement elements
Part 6
Creating Absence Entitlement Element Part 2
1:58
Understanding Auto Generated Accumulators in Absence Entitlement
Understaing the use of each Accumulator Type
Understanding how each Accumulator is updated when an Absence is Processed
Part 7
Setting up Leaves with Annual Entitlements
0:55
Understanding the Accumulators in Detail and its various attributes
Creating Absence Take
Enableing Forecasting for an Absence Take
Part 8
Understanding and creating the Organizational Framework (Pay Entities, Pay Group, Element Group etc...)
1:52
Understanding and creating the Processing Framework (Sections, Process List, Run Type etc...)
Part 9
Understanding and creating the Calendar Framework (Calendar, Calendar Group etc...)
2:25
Understanding and setting up Various Triggers
Understanding and Defining Work Schedules
Part 10
Setting up Income Tax declation for India
2:20
Creating the Calendars using Automatic Calendar Creation process
Defining IT sheet template for India
Processing the Absence and resolving the errors
Understanding how the entitlements are calculated in Absence
Understand how the Proration is done in Absence
Setting up a Monthly entitlement for Absence
Use the Debug feature to trace various elements
Reviwing the Absece processing results from Various components
Understanding how the elements are resolved
Finalizing the Absence Calendar
Part 11
Setting up Forecasting for Absence
2:10
Self Service setup in Country Take page
Self Service setup in Country page
Raising Absence Request via Self Service
Forecasting the Absence via Self Service
Resolving the issue that occure while raising absnce via Self Service
Part 13
Raising Absence Request via Absence Event page
2:10
Understanding Absence Event Page
Processing Absence Raised via Self Service and Absence Event page
Understanding how the Adjustments are done in Absence
Part 14
Understanding the Absence triggers and how the triggers are created
4:00
Enterning Manual Triggers
Understanding how the Absence is processed after triggers are created
Understanding various scenarios in Absence
Setting up Absences without entitlements
Understanding various Absence Reports
Part 16
Overview of Rule and Non Rule package
2:00
Understanding how GP and Absence setup is migrated through packages
Defining Rule Package
Defining Non rule package
Executing steps to migrate setup and configuration through rule and non rule packages
Version based rule package
Migration verification
Part 17
Overview of supporting element override
55 Mins
Understanding how the supporting elements can be override at at at various levels
Real time scenarios in which supporting elements are overridden
Supporting element override at paygroup level
Supporting element override at calendar level
Supporting element override at employee level

Global Payroll Course Content

Day#Topics CoveredDuration (HH:MM)
Part 1
Global Payroll Overview
1:17
Absence Management Overview
Understanding Global Payroll and Absence Management Processing Flow
Understanding Elements
Understandnign Triggers
Understanding Other Concepts
Part 2
Understanding Payroll Structure of India
2:15
Understanding various Leave types and their Attributes
Beginning with the Absence Setup
Understanding the setup architecture of Absence Management
Understanding various supporting Elements used in the setup
Part 3
Understanding Payroll Process Flow
1:45
Understanding On Cycle Payroll
Understanding Off-Cycle Payroll
Understanding the setup architecture of Global Payroll
Understanding Primary Elements (Earnings and Deductions) and their various attributes
Part 4
Understanding the Creation of Earning and Deduction Element
2:00
Understanding the Payroll Accumulators
Part 5
Creating Supporting elements (Formula, Array, Variable, Bracket, Date etc...) for Earning Element
1:33
Understanding and setting up Retro Process Overrides for Payroll
Creating Earning Elements for Payroll Earning Elements
Part 6 & Part 7
Creating Supporting elements (Formula, Array, Variable, Bracket, Date etc...) for Deduction Element
2:37
Creating Deduction Element for Payroll Deductions Components
Understanding and setting up Net Pay Validation (NPV)
Part 8
Understanding and creating the Organizational Framework (Pay Entities, Pay Group, Element Group etc...)
1:52
Understanding and creating the Processing Framework (Sections, Process List, Run Type etc...)
Part 9 & Part 10
Understanding and creating the Calendar Framework (Calendar, Calendar Group etc...)
2:52
Understanding and setting up Various Triggers
Understanding and Defining Work Schedules
Part 11 & Part 12
Setting up Income Tax declation for India
2:20
Creating the Calendars using Automatic Calendar Creation process
Defining IT sheet template for India
Processing the Absence and resolving the errors
Understanding how the entitlements are calculated in Absence
Understand how the Proration is done in Absence
Setting up a Monthly entitlement for Absence
Use the Debug feature to trace various elements
Reviwing the Absece processing results from Various components
Understanding how the elements are resolved
Finalizing the Absence Calendar
Part 13
Processing the Payroll for a Particular calendar Period
2:09
Reviwing the Payroll processing results from Various components
Registering employee into PF, ESI etc…
Maintaining Investment declaration
Understanding how the elements are resolved
Part 14
How the payroll is re-processed when there is any change in the element setup
0:54
Finalizing the Payroll Calendar
Setting up the Banks
Running Banking Process
Setting up the Payslip templates
Generating Payslips
Generating Reports
Part 15
Understanding Various Scenarios in Payroll
Retroactive Processing
Understanding the Payroll Triggers2:14
Processing the Payroll Triggers
Part 16
Understanding the Off-Cycle payroll
Processing various cases through Off-Cycle payroll2:14
Processing various cases through On-cycle payroll
Part 17Creating Bracket Element for a pension plan0:26
Part 18
Understanding how the Additional Payments and Bonuses are given in Global Payroll
2:00
Processing Additional Payments and Bonuses
Understanding various Payroll Reports
Understanding the Year-End processing
Year-End Processing
Part 19
Overview of Rule and Non Rule package
2:00
Understanding how GP and Absence setup is migrated through packages
Defining Rule Package
Defining Non rule package
Executing steps to migrate setup and configuration through rule and non rule packages
Version based rule package
Migration verification
Part 20
Understanding accounting basics and chartfields
2:30
How transactions are entered against accounts
Understanding balance sheet and income statements
understanding how the payroll entries are made in GL accounts
Understanding setup architecture
Setting Up Business Units for General Ledger Integration
Grouping Earnings, Deduction, and Tax Expenses
Mapping Expense Groups to ChartField Combinations
Preparing and Transferring Payroll Data to General Ledger
Part 21
Integration Overview
1:00
Overview of T&L and Global Payroll integration
Setup Time and Labor for Payroll integration
Setup Core HR for payroll integration
Preparing for the Payroll integration
Loading Time and Labor data into Payroll