This page (revision-10) was last changed on 26-Nov-2021 10:22 by Meg McFarland

This page was created on 26-Nov-2021 10:22 by Meg McFarland

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Version Date Modified Size Author Changes ... Change note
10 26-Nov-2021 10:22 4 KB Meg McFarland to previous
9 26-Nov-2021 10:22 4 KB Karen Parrott to previous | to last
8 26-Nov-2021 10:22 4 KB Karen Parrott to previous | to last
7 26-Nov-2021 10:22 4 KB Karen Parrott to previous | to last
6 26-Nov-2021 10:22 4 KB Karen Parrott to previous | to last
5 26-Nov-2021 10:22 4 KB Karen Parrott to previous | to last
4 26-Nov-2021 10:22 4 KB Karen Parrott to previous | to last
3 26-Nov-2021 10:22 4 KB Karen Parrott to previous | to last
2 26-Nov-2021 10:22 4 KB Meg McFarland to previous | to last
1 26-Nov-2021 10:22 4 KB Meg McFarland to last

Page References

Incoming links Outgoing links
TR_TO_BE_BALANCED...nobody
TR_TO_BE_BALANCED

Version management

Difference between version and

At line 3 changed one line
The To Be Blanced time rule allows an employee to use excess hours worked on day one to top up the hours for another day. This is also referred to as flexible schedules. \\
The To Be Balanced time rule allows an employee to use excess hours worked on day one to top up the hours for another day. This is also referred to as flexible schedules. \\ \\
At line 14 changed 2 lines
Total time worked on Monday: 10 hours on Time Sheet
\\
Total time worked on Monday: 10 hours on Timesheet \\ \\
At line 19 changed 3 lines
Total time worked on Tuesday: 6 hours on Time Sheet
\\
When the Time Sheet is transferred to payroll, the 2 Flex Time Taken hours are reflected in Regular Hours, to be paid using pay component set up. \\
Total time worked on Tuesday: 6 hours on Timesheet
\\ \\
When the Timesheet is transferred to payroll, the 2 Flex Time Taken hours are reflected in Regular Hours, to be paid using pay component set up. \\
At line 27 changed one line
Submit Time Sheet with work week balance check:
Submit Time Sheet with work week balance check: \\
At line 29 changed 6 lines
Sun Mon Tue Wed Thu Fri Sat
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||Sun||Mon||Tue||Wed||Thu||Fri||Sat
| | |1|2|3|4|5|
|6|7|8|9|10|11|12
|13|14|15|16|17|18|19
|20|21|22|23|24|25|26
|27|28|29|30|31
At line 36 changed 4 lines
1- 6: on submit balance is enforced and includes 30-September-2019 entries as well
7 -13: on submit balance is enforced
14 -15: on submit balance is not enforced, since it does not contain the end of the work week, so submit happens w/o any check
16- 20: on submit balance is enforced and includes all entries for the 14-20 work week
* 1- 6: on submit balance is enforced and includes 30-September-2019 entries as well
* 7 -13: on submit balance is enforced
* 14 -15: on submit balance is not enforced, since it does not contain the end of the work week, so submit happens w/o any check
* 16- 20: on submit balance is enforced and includes all entries for the 14-20 work week
At line 43 changed 4 lines
This Time Rule was developed to work with weekly Time Sheets that need to do a validation on a work week before submit. It was tested in the context of a weekly Time Sheet for semi-monthly payroll
* This time rule is developed for hours based Time Sheets, that are generated by day with time.
* This time rule is developed for semi monthly Pay Periods, with Time Sheets that are generated by week
* Submit should not allow the employee to submit the Time Sheet if the flex work/taken are not zeroed out.
This Time Rule was developed to work with weekly Timesheets that need to do a validation on a work week before submit. It was tested in the context of a weekly Timesheet for semi-monthly payroll
* This time rule is developed for hours based Timesheets, that are generated by day with time.
* This time rule is developed for semi monthly Pay Periods, with Timesheets that are generated by week
* Submit should not allow the employee to submit the Timesheet if the flex work/taken are not zeroed out.
At line 48 changed 2 lines
New ACT_SUBMIT_VALIDATE_WORK_WEEK action will look on the Work Rule for the “TO BE BALANCED” Time Rule that will hold the set of time codes that need to be balanced by work week, not necessarylt the Time Sheet week.
So, balance to zero will be enforced only on the Time Sheets that have an END DATE equal with the Work Week End Date, with the exception of a terminated employee, where the balance to zero will be enforced on the termination date.
New ACT_SUBMIT_VALIDATE_WORK_WEEK action will look on the Work Rule for the “TO BE BALANCED” Time Rule that will hold the set of time codes that need to be balanced by work week, not necessarily the Timesheet week.
So, balance to zero will be enforced only on the Timesheets that have an END DATE equal with the Work Week End Date, with the exception of a terminated employee, where the balance to zero will be enforced on the termination date.
At line 53 changed 6 lines
* Add the new ACT_SUBMIT_VALIDATE_WORK_WEEK action to the Time Sheet screen
* On IDTCS: create two time code sets to contain the time codes that need to balance. Example: Worked vs Taken
* On IDWR: add TR - TO BE BALANCED, and use the two time code sets defined (Target Time Code Set = Worked and Apply Time Code Set = Taken)
* On IDTC:
#For the regular time/flex time taken code, set the Adjust Scheduled Time toggle to ON.
#For the flex time worked code, set the Adjust Scheduled Time toggle to ON.
#Add the new ACT_SIGN_OFF_WORK_RULE_MESSAGE action to the timesheet screen.
**For example: for the IPTS form, on IMFDH add the ‘Certify’ button
**On FORM LAYOUT tab: Seq# 115, Form Group=CERTIFY WITH MESSAGE, Parent Group=PTS ACTIONS, Layout=ActionLayout, Group Usage=User Defined
**On GROUP ITEMS: Seq# 10, LK Item=PTS.ACT_SIGN_OFF_WORK_RULE_MESSAGE
**On ITEM DETAILS: Prompt=Certify, Form Group=CERTIFY WITH MESSAGE, Physical Item Name=PTS.ACT_SIGN_OFF_WORK_RULE_MESSAGE
#On IDTCS: create two time code sets to contain the time codes that need to balance. Example: Worked vs Taken
#On IDWR: add TR - TO BE BALANCED, and use the two time code sets defined (Target Time Code Set = Worked and Apply Time Code Set = Taken)
#On IDTC:
**For the regular time/flex time taken code, set the Adjust Scheduled Time toggle to ON.
**For the flex time worked code, set the Adjust Scheduled Time toggle to ON.
At line 62 changed one line
Works with the new “TO BE BALANCED” time rule. This is a helper time rule that holds the information needed for ACT_SUBMIT_VALIDATE_WORK_WEEK, where the target/apply time code set holds the time code that need to be balanced (Target vs Apply)
This is a helper time rule that holds the information needed for ACT_SUBMIT_VALIDATE_WORK_WEEK, where the target/apply time code set holds the time code that need to be balanced (Target vs Apply)
At line 75 changed one line
| | | | |No|No|No|No|No|No|No|No|No|Required
| | | |TO BE BALANCED|No|No|No|No|No|No|No|Required|Required|No
This page (revision-10) was last changed on 26-Nov-2021 10:22 by Meg McFarlandTop