Timekeeper OTL Manager Course Manual

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Timekeeper OTL Manager Course Manual

Transcript of Timekeeper OTL Manager Course Manual

  • IT Learning, Customer Services

    Telephone (0191) 383 3939 : VPN 7700 3939 : e-mail IT Learning

    Oracle eBusiness Suite

    Timekeeper/OTL Manager

  • All rights reserved. No part may be reproduced without the written permission of IT Learning, Customer Services, Durham County Council.

    No part of this publication may be reproduced, stored in or introduced into a retrieval system, or transmitted in any form by any means, electronic, mechanical, photocopying, recording, or otherwise, or for any purpose, without the express prior written permission of the copyright holder.

    We cannot accept any responsibility for loss, disruption or damage to your data or your computer system that may occur while using this courseware publication and do not make any guarantees whatsoever regarding its content or suitability.

  • Table of Contents

    Timekeeper/OTL Manager..........................................................1

    Timekeeper Timecard Entry .......................................................3

    Self Service Timecard Entry...................................................... 15

    Request Information and then Approve..................................... 20

    Reject timecard ....................................................................... 32

    Re-assign Timecard Approval to another OTL Manager .............. 39

    Approve Self Service Timecard ................................................. 43

    Delegating Timecard Approval in your Absence ......................... 46

  • TIMEKEEPER/OTL MANAGER

    Oracle Time & Labour (OTL) is the system which has been adopted to record and approve timesheets. Timesheets can be entered centrally by a member of an administration team (Timekeeper), or can be entered by an individual employee online. Centrally entered timesheets are deemed to have been approved by the relevant foreman/team leader by the time they reach the administrative staff and will therefore be costed to a project automatically once submitted. Timesheets entered by individual staff will be routed to an OTL Manager for approval prior to being costed to a project.

    The procedures for entering timesheets centrally and by an individual, and the relevant approval procedures carried out by the OTL Manager, are detailed within this manual.

    Timecard Business FlowTimecard Business Flow

    Create Online

    Approval

    Oracle ProjectsWorkflow-based Approval Process

    Timecard

    Created by Timekeeper Timecard

    About This Guide

    This student guide is intended to supplement instructor-led training for the standard Oracle Procurement to Payment functionality. It is meant for you to use as a workbook during class and as a reference on the job. This guide is not designed for self-study, nor does it replace or replicate Oracle 11i on-line help and documentation.

    Course Prerequisites

    A basic understanding of the Windows environment is a prerequisite for this course. It is assumed that you can use a mouse, are familiar with basic Windows elements such as the title bar, menu bar, and scroll bars, and can select menu options and applications.

    It is also expected that you will have studied the UPK eLearning lesson covering eBusiness Suite Navigation.

  • Page No 2 IT Learning, Customer Services, DCC

  • TIMEKEEPER TIMECARD ENTRY

    Time may be entered via the responsibility DUR OTL Timekeeper which utilises Oracle Standard Forms.

    Timekeeper time entry access is used by specific personnel with authority to enter and maintain time on behalf of others.

    This would be the case where certain personnel who do not have access to Oracle, complete paper timesheets which are then approved by relevant foreman.

    The authorised Timekeeper central administration staff then input these approved paper timesheets into Oracle.

    This occurs for example within Service Direct, Printing.

    Step Action

    1. Click the DUR Projects OTL User link.

    2. Click the Timekeeper Entry link.

  • Page No 4 IT Learning, Customer Services, DCC

    Step Action

    3. Timekeeper Groups

    Timekeepers enter time for a large group of workers, called a Timekeeper Group.

    Timekeeper Groups contain employees for whom the Timekeeper is responsible.

    A Timekeeper can have multiple groups.

    Step Action

    4. Click the Group Name button.

    5. Click Street Lighting group.

    6. Click the OK button.

    or

    Press [Alt+O].

  • Step Action

    7. Click in the Recurring Period field.

    8. Click the Recurring Period list of values.

    9. select DUR Weekly - Starts Monday in the list.

    10. Click the OK button.

    or

    Press [Alt+O]. 11. Click in the Period field.

    12. Search for and Select the week for which time is to be recorded.

    Click the 26-MAY-2008 - 01-JUN- 2008 in the list.

    13. Click the OK button.

    or

    Press [Alt+O]. 14. Click the Find button.

    or

    Press [Alt+i]. 15. Note: The employees belonging to the chosen Timekeeper Group will

    default with individual lines for the week. 16. Click the Project list of values button.

    17. Search for the Project Number into the Find field.

    Enter "1002971%".

  • Page No 6 IT Learning, Customer Services, DCC

    Step Action

    18. Click the Find button.

    or

    Press [Alt+F]. 19. Select the correct Project Number.

    Click the OK button.

    or

    Press [Alt+O]. 20. Click in the Tasks field.

    21. Search for the correct Task number e.g. 13000

    Click the Find button.

    or

    Press [Alt+F]. 22. Click the OK button.

    or

    Press [Alt+O]. 23. Click the Type list of values button.

    24. Search for the Standard Time in the Find field.

    Enter "005%". 25. Click the Find button.

    or

    Press [Alt+F].

  • Step Action

    26. Click Straight Time in the list.

    27. Click the OK button.

    or

    Press [Alt+O]. 28. Enter the hours worked on this project and task for this day into the Mon

    26-05 field.

    Enter "7.5". 29. Enter the hours worked on this project and task for this day the Tue 27-05

    field.

    Enter "7.5". 30. Click in the Wed 28-05 field.

    31. Enter the hours worked on this project and task for this day into the Wed 28-05 field.

    Enter "7.5". 32. Click in the Thu 29-05 field.

    33. Enter the hours worked on this project and task for this day into the Thu 29-05 field.

    Enter "7.5". 34. Enter the desired information into the Thu 12-06 field. Enter "7.5". 35. Click the Details button.

    or

    Press [Alt+i]. 36. Enter additional information into the Comment field for Mon 09/06.

    Enter "Project Planning Meeting". 37. Click in the Comment field for Tues 10/06.

  • Page No 8 IT Learning, Customer Services, DCC

    Step Action

    38. Enter additional information into the Comment field for Tue 10/06.

    Enter "Project Work". 39. Click in the Comment field for Wed 11/06.

    40. Enter additional information into the Comment field for Wed 11/06.

    Enter "Project Work". 41. Click the Scroll button.

    42. Enter additional information into the Comment field for Thu 12/06.

    Enter "Project Work". 43. Click the Ok button to exit from Comments Detail Page.

    or

    Press [Alt+O]. 44. Click in the Project field and Click the Project list of values button.

    45. Search for the Project Number in the Find field.

    Enter "1002971%

    Enter "1002971". 46. Click the Find button.

    or

    Press [Alt+F]. 47. Click the Tasks list of values button.

    48. Search for the correct Task number e.g. 13000

    Enter "13000". 49. Click the Find button.

  • Step Action

    or

    Press [Alt+F]. 50. Click the OK button.

    or

    Press [Alt+O]. 51. Click the Type list of values button.

    Enter "005". 52. Click the Find button.

    or

    Press [Alt+F]. 53. Click Straight Time in the list.

    54. Click the OK button.

    or

    Press [Alt+O]. 55. Enter the hours worked on this project and task for this day into into the

    Mon 26-05 field.

    Enter "7.5". 56. Click in the Tue 27-05 field.

    57. Enter the hours worked on this project and task for this day into the Tue 27-05 field.

    Enter "7.5". 58. Press [Tab]. 59. Enter the hours worked on this project and task for this day into the Wed

    28-05 field.

    Enter "7.5". 60. Press [Tab].

  • Page No 10 IT Learning, Customer Services, DCC

    Step Action

    61. Enter the hours worked on this project and task for this day into the Thu 29-05 field.

    Enter "7.5". 62. Press [Tab]. 63. Enter the hours worked on this project and task for this day into the Fri

    30-05 field. Enter "7.5". 64. Press [Tab]. 65. Click in the Project field.

    66. Press [Shift+F5] to copy the information contained in the Project field directly above.

    67. Press [Tab]. 68. Press [Shift+F5] to copy the information contained in the Task field

    directly above. 69. Press [Tab]. 70. Press [Shift+F5] to copy the information contained in the Type field

    directly above. 71. Press [Tab]. 72. Press [Shift+F5] to copy the information contained in the Time field

    directly above. 73. Press [Tab]. 74. Press [Shift+F5] to copy the information contained in the Time field

    directly above. 75. Press [Tab]. 76.