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S YSADMIN TRAINING MANUAL

ORACLE TIME & LABOR

A. F. Ferguson & CO.

CHARTERED ACCOUNTANTS

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TABLE OF CONTENTS

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1. TIMEKEEPER SETUP..........................................................................................

1.1 CREATING A TIMEKEEPER GROUP........................................................................

2. DEFINING WORKFORCE S TRUCTURES...................................................................

2.1 DEFINING SHIFTS.............................................................................................

2.2 DEFINING WORK PLANS....................................................................................

2. DEFINE ROTATION PLANS..................................................................................

. EARNING POLIC!..............................................................................................

.1 CREATING A NEW EARNING POLIC!......................................................................

.2 DELETING AN EARNING POLIC!.........................................................................

". ADDING A NEW ELEMENT ON THE TIMEKEEPER ENTR! FORM...................................

#. OTL PROFILE OPTIONS...................................................................................

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1.TIMEKEEER SETU

1.1 Cre!"#ng ! T#$e%eeer Grou

A T$me%ee&er $' re'&o('$b)e or e(*er$(+ or ,&-a*$(+ *$mear-' or a +ro,& o &eo&)e/ a T$me%ee&er Gro,& o(*a$(' *0e or%er' or 0om *0e T$me%ee&er $'re'&o('$b)e.

U'$(+ *0e T$me%ee&er Gro,& $(-o 3o, 'e)e* or%er' a(- &,* *0em $(*o a T$me%ee&er Gro,&. T0$' a))o' 3o, *o &roe'' *$me or *0e'e or%er' a' o(e+ro,& ra*0er *0a( a' $(-$4$-,a)'. !o, a( 0oo'e *o a-- or -e)e*e '&e$for%er' rom *0e 0o'e( r$*er$a a(- &)ae *0em $*0$( a(o*0er +ro,& a'-e'r$be- be)o.

N!'#g!"#on( OTL T#$e%eeer ) T#$e%eeer Grou

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E(*er a Name o *0e Gro,& *o+e*0er $*0 *0e *$me%ee&er5' (ame a' '0o( be)o.

!o, ma3 e$*0er a-- a &er'o( *o *0e +ro,& ma(,a))3 or &o&,)a*e ,'$(+ *0ePo&,)a*e Per'o( fe)-. I( or-er *o a-- &eo&)e *o *0e +ro,& ,'$(+ Po&,)a*e Per'o(

fe)- 3o, 0a4e *o 'e)e* a( Or+a($6a*$o( 7HR Or+8 a(- ',b'e9,e(*)3 &re'' Go. A))

*0e &eo&)e 0o 0a4e bee( a''$+(e- *o *0a* re'&e*$4e or+a($6a*$o( $)) be a--e-

0ere a,*oma*$a))3 a' '0o( be)o.

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I( or-er *o a-- &eo&)e a''o$a*e- $*0 a(o*0er or+ 'a4e 3o,r or% a(-

',b'e9,e(*)3 'e)e* a(o*0er or+a($6a*$o( beore )$%$(+ Go. I( or-er *o ma(,a))3

a-- a &er'o( *o *0e +ro,& :,'* )$% o( *0e )$(e fe)-' )$% C*r) ; Do( Arro

a(- a-- *0e em&)o3ee -e*a$)' a' '0o( be)o.

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2.DEFINING -ORKFORCE STRUCTURES

2.1 Den#ng S/#0"s

N!'#g!"#on( Go! OTL A#3!"#on De'eoer ) OTL T#$e A33oun"#ng )

T!e Se"u !n4 M!#n"en!n3e ) S/#0"s

I( or-er *o rea*e a (e S0$* a-- a Name or *0e '0$* a -e'r$&*$o( S*ar* a(-

S*o& *$me' a' '0o( be)o. A)'o e(*er 1

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S,b'e9,e(*)3 'a4e 3o,r or% a(- *0e '0$* $)) be rea*e-.


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2.2 Den#ng -or% !ns

Wor% &)a(' $-e(*$3 a&&)$ab)e '0$*' or *0e 'e4e( -a3' o *0e ee%. Wor% &)a('

are ,'e-

< I( *0e a,*o +e(era*$o( o 0o,r' or ea0 &er'o(< To orm *0e ba'$' o ro*a*$o( &)a('

N!'#g!"#on( OTL Suer A4$#n#s"r!"or ) OTL T#$e A33oun"#ng ) T!e

Se"u !n4 M!#n"en!n3e ) -or% !n

E(*er *0e (ame o *0e or% &)a( a(- a -e'r$&*$o(. E(*er a '*ar* -a3 a(-

e@e*$4e '*ar* -a*e or *0e or% &)a( a' '0o( be)o a(- e(*er *0e '0$* -e*a$)'

*0a* (ee- *o be or%e- or *0e om&)e*e ee%.


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2.* Dene Ro"!"#on !ns

D$@ere(* Wor% P)a(' a( be a''$+(e- *o o(e em&)o3ee $ 0e -oe' a(3 '0$*' o*0er

*0a( or $( &)ae o 0$' re+,)ar '0$*.


T!e Se"u !n4 M!#n"en!n3e ) Ro"!"#on !n

E(*er *0e (ame o *0e or% &)a(' $( *0e )$(e' a' '0o( be)o *o+e*0er $*0 *0e$r

'*ar* -a*e.

I

3o, o,)- )$%e *o ro*a*e a omb$(a*$o( o or% &)a(' *0a* 0a4e bee( e(*ere-e(*er *0e NeB* S*ar* Da*e a(- *0e (,mber o ro*a*$o('. S,b'e9,e(*)3 )$% o( *0e

A,*o+e(era*e b,**o( a(- *0e or% &)a(' o,)- be a,*o +e(era*e- a' '0o(

be)o.


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*.EARNING OLICY

*.1 Cre!"#ng ! ne: E!rn#ng o#3;

Ear($(+ Po)$3 o('$'*' o r,)e' *0a* are -ef(e- a' *o 0o a)) o *0e e)eme(*'

o,)- be ,'e- $( a),)a*$(+ Pa$- a(- U(&a$- 0o,r'.


o#3#es ) E!rn#ng

Fo))o *0e o))o$(+ '*e&' $( 'e**$(+ ,& a( Ear($(+ Po)$3

< C0a(+e *0e e@e*$4e From -a*e5 *o *0e a&&ro&r$a*e '*ar* -a*e or *0e &o)$3

*0a* &re-a*e' a(3 em&)o3ee 0$re -a*e' $.e 1

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For eBam&)e $ *0e m$($m,m *$me ar- $(*er4a) $' 1# *0e( *$me e(*r3 0o,r' are

a,*oma*$a))3

ro,(-e- ,&-o( *o 1# m$(,*e $(reme(*'. T0e $(*er4a) be+$(' a* *0e be+$(($(+

o a( 0o,r

'o *0$' eBam&)e o,)- mea( *0a* $(&,* a(-or +e(era*e- 0o,r' o,)- be 2"??

2"1# 2"?

2""# ?1?? ?11# e*.

< E(*er *0e amo,(* $( *0e Ro,(- U& A* fe)- $ a&&)$ab)e.

I *0e m$($m,m *$mear- $(*er4a) $' 1# a(- *0e Ro,(- U& A* $' *0e( *$me

)o%e- a* 2"?

o,)- be ro,(-e- -o( *o 2"?? b,* a *$me )o%e- a* 2"? o,)- be ro,(-e-

,& *o

2"1#.

< Co('$-er$(+ a 4a),e o 15 bo*0 $*0$( *0e M$($m,m TC I(*er4a) a(- Ro,(- U&

A* fe)-' eBa* *$me o,)- be '0o( 0$0 ma3 )a*er be ro,(-e- o@ $( a

,'*om$6e- &roe-,re.

< E(*er r,)e' $( *0e Da$)3Wee%)3 a'e a(- O4er*$me R,)e' re+$o( aor-$(+ *o

*0e &o)$3 *3&e

3o, 'e)e*e- $( '*e& .

Da$)3 3o, m,'* e(*er DA! a(- HOL

Wee%)3 3o, m,'* e(*er WKL a(- HOL S&e$a) 3o, m,'* e(*er DA! WKL a(- HOL.

E(',re 3o, e(*er r,)e' $( *0$' 'e9,e(e Da$)3 Wee%)3 a(- S&e$a) $ a)) are

a&&)$ab)e.


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*.2 Dee"#ng !n E!rn#ng o#3;

I( or-er *o -e)e*e a( Ear($(+ Po)$3 3o, '0o,)- fr'* e(',re *0a* $* 0a' (o* bee(

a&&)$e- *o a(3 &er'o(. S,b'e9,e(*)3 e(- -a*e $* a' '0o( be)o. O(e a(

Ear($(+ Po)$3 0a' bee( e(- -a*e- $* o,)- (o* be a4a$)ab)e or a**a0me(* ,&o(

a(3 em&)o3ee.

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+.ADDING A NE- ELEMENT ON THE TIMEKEEER

ENTRY FORM

I( or-er *o a-- a (e e)eme(* o( *0e *$me%ee&er orm *0e o))o$(+ '*e&'

'0o,)- be &erorme-

1. Cre!"e ! ne: ee$en"

Crea*e a (e e)eme(* $( H,ma( Re'o,re mo-,)e. For -e*a$)e- -e'r$&*$o( o(

rea*$(+ a (e e)eme(* &)ea'e 'ee Ora)e Pa3ro)) '3'a-m$( *ra$($(+ ma(,a)

'e*$o( BB.

N!'#g!"#on( Go! HRMS M!n!ger ) To"! Co$ens!"#on ) B!s#3 )

Ee$en" Des3r#"#on

A' &er b,'$(e'' re9,$reme(*' rea*e e)eme(*' *0a* are *o be ,'e- *o or T$me

E(*r3.

T0e'e e)eme(*' m,'* a-0ere *o *0e o))o$(+ r,)e'

Ee$en" Den#"#on

< M,'* be No(

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Inu" =!ues< Ha4e o(e I(&,* a),e Ca))e- Hours $( Forma* Hours #n De3#$! 0or$!"

>2 !3es?o F)a++e- a' Re9,$re-

o F)a++e- a' U'er E(*erab)e

o F)a++e- a' Da*aba'e I*em

< Ha4e a 'eo(- I(&,* a),e a))e- Date Claimed $( Forma* D!"e

No*e I* $' $m&era*$4e *0a* *0e $(&,* 4a),e' are a' &er *0e abo4e or e)'e T$me

E(*r3 $)) a$) $*0 error'.

2. Dene Ee$en" L#n%s

N!'#g!"#on( Go! HRMS M!n!ger ) To"! Co$ens!"#on ) B!s#3 ) L#n%

A' &er b,'$(e'' re9,$reme(*' rea*e )$(%' *0a* $)) be ,'e- or T$me E(*r3. T0e

o&*$o( No(

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,er3 OTL E)eme(*' 'e* a' '0o( be)o a(- )$% o( *0e I(),-e E)eme(*'

b,**o( *o a-- a (e e)eme(* a' '0o( be)o.

E(*er *0e Name o *0e E)eme(* Se* a(- $(),-e 7or EB),-e8 *0o'e e)eme(*' 3o,a(* a' &ar* o *0e 'e*. T0e E)eme(* Se* '&e$fe- 0ere $' e- $(*o OTL.

+. Run "/e Fe@e4 !n4 M!#ng In0or$!"#on ro3ess

T0e Ge(era*e F)eBfe)- a(- Ma&&$(+ I(orma*$o( &roe'' rea*e' o(*eB* a(-'e+me(*' $( *0e OTL I(orma*$o( T3&e' F)eBfe)- *o 0o)- *0e e)eme(* a(- Ke3F)eBfe)-.

I* rea*e' a o(*eB* or ea0 e)eme(* a(- F)eBfe)- a(- 'e+me(* or ea0

e)eme(* $(&,* 4a),e a(- F)eBfe)- 'e+me(*.

!o, m,'* r,( *0$' &roe'' o( $($*$a) 'e* ,& or Ea0 E)eme(* Se* Crea*e- $( *0e&re4$o,' 'e*$o( a(- r,( *0$' &roe'' )a*er $ 3o, 3/!nge *0e HR %e3 F)eBfe)-''e* o e)eme(*' or 0$0 3o, are 0o)-$(+ $(orma*$o( $( *0e *$me '*ore or *0e$(&,* 4a),e' o *0e'e e)eme(*'.

T0$' o(,rre(* &roe'' $)) rea*e A)*er(a*e Name' 'e*' $*0$( OTL 0$0 $))$(),-e *0e A)*er(a*e Name' or *0e e)eme(*' rea*e- $( *0e e)eme(* 'e*' $( *0e&re4$o,' 'e* ,&.


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N!'#g!"#on( Go! OTL A#3!"#on De'eoer ) ro3ess !n4 Reor"s)

Su$#" Reues"s ) S#nge Reues" ) Gener!"e Fe@e4 !n4 M!#ng

In0or$!"#on

!r!$e"ers(< De)e*e Def($*$o( Se* *o No o( $($*$a) r,( *o rea*e *0e A)*er(a*e NameMa&&$(+'.< Se* *o !e' $ 3o, a(* *o -e)e*e *0e A)*er(a*e Name Def($*$o( a(- re<rea*e $* a+a$( $*0 a (e 'e* o e)eme(*' *a%e( rom E)eme(* Se*'

< Se* *o Yes $ 3o, a(* *o -e)e*e *0$' A)*er(a*e Name Ma&&$(+'.< I 3o, 'e* *o !e' 3o, $)) '*$)) 0a4e *o ma(,a))3 -e)e*e *0e 'e* romA)*er(a*e Name' orm $( OTL.

< E)eme(* Se* E(*er *0e E)eme(* Se*' rea*e- $( *0e &re4$o,' 'e*$o(.< E@e*$4e Da*e E(*er E@e*$4e Da*e 7,',a))3 a -a*e $( *0e &a'*8.< B F)eBfe)- Dea,)* *o !e' or a))

,. Dene A"ern!"e N!$es 0or "/e ne: ee$en" "/!" /!s een

3re!"e4

N!'#g!"#on( Go! OTL A#3!"#on De'eoer ) A"ern!"e N!$es )

A"ern!"e N!$es Den#"#on


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A)*er(a*e Name' are ,'e- *o o(f+,re L$'*' o a),e' o( a T$mear- La3o,*.

T0e A)*er(a*e Name' are rea*e- o(e *0e Ge(era*e F)eBfe)- a(- Ma&&$(+

Proe'' $' r,(. !o, a( *0e( +o *o *0e orm 9,er3 TGC A)*er(a*e Name' a(-,&-a*e *0e (ame aor-$(+ *o 0a* 3o, a(* *0e e(-

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,.OTL ROFILE OTIONS

T0e'e 0a4e bee( $($*$a))3 o(f+,re-. T0e'e are (o* *o be 0a(+e- $*0o,* eB&er*+,$-a(e a(- re'ear0. Do$(+ 'o ma3 a,'e ES *o ma),(*$o( a(- a(3

$(orma*$o( ,))e- a*er *0a* ma3 (o* be '*r$*)3 a,ra*e.

HT( Aro'er Reu#re4 T0$' &rof)e o&*$o( -e*erm$(e' 0e*0er a( a&&ro4er $' re9,$re- *o a&&ro4e *0e*$mear-. I *0$' &rof)e $' 'e* *o !e' *0e( *0e *$mear- re9,$re' a( a&&ro4ero*0er$'e (o a&&ro4er $' re9,$re-.

HT( B!"3/ S#e T0$' &rof)e o&*$o( -e*erm$(e' *0e (,mber o *$mear-' 3o, *ra('er *o EE $( a'$(+)e ba*0.

OTL( Ao: C/!nge Grou T#$e%eeerSe* *0$' &rof)e o&*$o( *o !e' *o a))o *0e *$me%ee&er *0e 'ame &r$4$)e+e' a' *0e',&er *$me%ee&er. W$*0 *0$' &rof)e o&*$o( 'e* *o 3e' *0e *$me%ee&er a( 4$e a))+ro,&' a(- or%er' $( *0e$r b,'$(e'' +ro,& a(- a( -ef(e +ro,&' or o*0er*$me%ee&er' 7$ *0e *$me%ee&er $' $( *0e 'ame b,'$(e'' +ro,& a' *0e &eo&)e or0om *0e3 e(*er *$me8. Se* *0$' &rof)e o&*$o( *o No *o a))o *0e *$me%ee&er *o-ef(e +ro,&' a(- e(*er *$mear-' or or%er' or 0om *0e3 a* a' *$me%ee&ero()3.

OTL( Nu$er o0 !s" 4!;s 0or :/#3/ re"r#e'! 3ons#4ers 3/!nges >4!;s?

T0$' &rof)e o&*$o( o(*ro)' *0e (,mber o &a'* -a3' *0e re*r$e4a) &roe'' 0e%'or 0a(+e'.

OTL( Tr!ns0er B!"3/ S#e T0$' &rof)e o&*$o( o(*ro)' *0e ba*0 '$6e or *0e (,mber o *$mear-' *0e OTLa&&)$a*$o( *ra('er' $(*o memor3 a* o(e *$me -,r$(+ *0e re*r$e4a) &roe''. So $ 3o, 'e* $* a* 1?? a(- 0a- ?? em&)o3ee' ba*0e' o,)- be rea*e-.

I 3o, r,( *0e re*r$e4a) &roe'' o( a mo(*0)3 ba'$' or *0e 'ame or+a($6a*$o(7a(- or%er' e(*er *$me o( a ee%)3 ba'$'8 *0e( *0e OTL a&&)$a*$o( *ra('er'

"?? *$mear-' 71?? &eo&)e $*0 " *$mear-' ea08 $( ea0 ba*0. I( *0$'eBam&)e *0e a&&)$a*$o( '*$)) *ra('er' 1?? or%er'Q *$mear-' 0oe4er *0e(,mber o *$mear-' $(rea'e' a(- ea0 ba*0 re9,$re' " *$me' *0e amo,(* o memor3 '&ae.

Ora)e reomme(-' *0a* 3o, 'e* *0$' &rof)e o&*$o( *o (o 0$+0er *0a( 1??. I 3o,'e* *0$' &rof)e *o a 0$+0er (,mber *0e( 3o, ma3 eB&er$e(e error' -,e *o )a% o memor3 '&ae $( *0e OTL a&&)$a*$o(.

OTL( Tr!ns0er "o OTLR !n4 or BEE T0$' &rof)e o&*$o( e(ab)e' 3o, *o '&e$3 0e*0er 3o, eB&e* *o &roe'' *$mee(*r$e' *o EE or *o e4a),a*e a(- &roe'' *$me ,'$(+ OTLR. I 3o, 'e* *0e

E4a),a*e R,)e' &reere(e *o !e' or a)) or%er' *0e( 'e* *0$' &rof)e o&*$o( *oOTLR O()3. I 3o, 'e* *0e E4a),a*e R,)e' &reere(e *o No or a)) or%er' *0e( 'e*


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*0$' &rof)e o&*$o( *o EE O()3. O*0er$'e )ea4e *0e &rof)e $*0 $*' -ea,)* 4a),eo bo*0 OTLR a(- EE.

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