Time Scheduling Terminology#
[A]#
- Abbreviation
- This field holds the abbreviation or short code for the type of time.
- Absenteeism
- The occurrence of employees not being in their scheduled work place at the scheduled time.
- Accumulate Experience (for ISEP)
- This toggle will be discussed more during Salary Administration Training.
- Add Details
- If this toggle is ON, then time sheet details will be generated when a time sheet is generated.
- Add Holidays (based on IDHC set up)
- If the Generate Holidays toggle is ON, holiday hours will be generated when a time sheet is generated.
- Adjust Scheduled Time
- If this toggle is ON, time entered through this time code will reduce any scheduled time generated for the same dates.
- Approval Status
- Used to indicate the status of the approval type. A field the user may fill with the X_APPROVAL_STATUS fixed lexicon provided.
- Approval Timestamp
- This field indicates what date approval was given. A date field that is filled by the system once the approval has been made.
- Approval Type
- The ‘Approval Type’ field is used to indicate type of approval. A field the user may fill with the X_APPROVAL_TYPE fixed lexicon provided.
- Assign
- This field displays the employee’s title from their assignment (IEAS).
- Assigned To
- If the defined day is associated to any work shift, it should be identified in this field.
- Audit Text
- This field displays clock entries, any step up/out of class logic that has taken place or internal messages associated to the Pay Transaction table.
- Authorized Jobs
- A list of pre-authorizations for employees to perform specific jobs if the need arises.
- Authorization Type
- This field defines whether the employee is already authorized to work in this job, or is kept on a reserve list and would need authorization each time the filled this job. This field is tied to the lexicon X_AUTHORIZATION_TYPE.
[B]#
- Basis
- Basis can mean the rate basis is the unit of measure the associated rate is being stored or displayed in or the basis in which a time code is kept.
- Batch
- Automatic numeric number assigned to a batch.
[C]#
- Change Reason
- This field displays the ‘Change Reason’ code, which provides the rationale as to why information has been created or changed as of an effective date.
- Clock Device
- A time collection device that has the ability to record clocked times by employee.
- Clock Input Rule
- This field defines whether the employees are required to clock their shifts. The field is tied to the lexicon X_CLOCK_INOUT_RULE
- Clock Time
- If this toggle is ON, the user will be able to refer to a specific clock time for this time rule in other screens.
- Cost Center
- A cost area within the company that requires special distribution coding. This is a user-defined time code that uniquely identifies the cost center.
- Create Header (EE info and time frame)
- If this toggle is ON, the pay headers will be generated for all employees that have this work rule.
[D]#
- Days in Cycle
- This field defines the number of days in the cycle.
- Date
- This field displays the calendar date of a specified day in the work calendar. This system will use the Starting Date and Relative Day # fields to automatically populated this field.
- Department
- A subdivision of an entity that manages people - may be part of a work area or may consist of multiple work areas. This field uniquely identifies an area of the organization to which the data will be assigned.
- Description
- This field provides a short description of the code being defined.
- Distribution
- Coding that identifies how costs are to be categorized in the financial system. This field holds part or all of the distribution code receiving the portion of the costs.
- Distribution Format
- This field defines how the distribution code is formatted and segmented. The format determines how users throughout the system see the code and how it is validated.
- Distribution Heading
- The distribution heading enables different segments of the distribution code to be given user-defined headings used for reporting purposes. For example if each segment represented the division, cost center and account, the heading would be ‘DV-CNT-ACCT’.
[E]#
- Earned Holiday Time Code
- This field identifies the time code to be used by the time entry, work scheduling and pay generation processes to link the earned holiday with payroll.
- Elapsed Time
- The recorded time between when an employee 'clocks' in and out. It may be paid or unpaid time, according to the rules applicable to the particular employee.
- Eligible
- This area allows the user to indicate what time rule types are eligible for each time code. The user can indicate what is eligible by checking the toggles.
- Employee
- This field displays the employee who is filling this assignment. The LOV will provide names of qualified employees, unless the ‘Allow Unqualified People’ toggle is on.
- Employment Status
- This field holds the employment status code that may be indicated on an employee’s record. (ACTIVE should be defined as the default).
- End Date
- The beginning date of a time frame for this data. End_Date is a date field that the user may enter either manually or select through the calendar button (F9).
- Entity
- An organization that conducts business, may be a whole corporation or a subsidiary company, may be a legal entity or an operational entity This is the entity to which the data being defined belongs. A 16-character alphanumeric mandatory field the user must fill either manually or with a value from the LOV (F9).
[F]#
- Field Prompt
- This is the ‘label’ that the user will see for the GL segment being entered (IDGS) and the approval level needed (IDAP)
- Final Approval
- If this toggle is on, the approval type is a final approval.
- First Day of Week
- This field defines the first day of week the pay period begins or when shifts are scheduled for this work division, this field will identify the first day of the schedule week. First_Day_of_Week is a mandatory field that the user must fill using the fixed lexicon X_DAY_OF_WEEK provided.
- Float Days Allowed
- If a contract is indicated are there float days? Float_Days_Allowed is an optional 5 digit numeric field the user may manually enter.
- FLSA Method
- For U.S. installations only: Indicates the method by which FLSA must be calculated. FLSA_Method is an optional fixed lexicon X_FLSA_CALC_METHOD.
- From Clock Time
- If the time rule type is only applicable to a certain time of day, the start times needs to be indicated here. From_Clock_Time is an optional 5-character numeric field the user may fill manually.
[G]#
- Generate Details
- Indicates the type of time transactions that must be generated for a person. TIme_Generation_Rule is an optional field filled with the fixed lexicon X_TIME_GENERATION_RULE.
- Generate Salary as
- This field identifies the time code that salaried employees are to be paid out under. T
- Generate Time
- If this toggle is ON, the holiday time will be generated under the time code(s) indicated.
- Generate Warning
- If this toggle is ON, a warning will be generated to alert the user to apply the time rule type.
- Generated By
- Displays the execution id (MEX_ID) of the function that created the transaction
- GL Company
- This field holds the name of the GL company associated with the segments being defined.
- Gl Valid Value
- This field displays the actual valid segment value to be compared to what the user may be entering as a distribution code.
- GL Value Edit Mask
- This field will aid in the validation of the segment by restricting the type of data to be entered. Specific characters in the segment mask will dictate what can be entered.
[H]#
- Holiday Calendar
- A list of the standard company holidays. This is a user-defined time code that uniquely identifies the holiday calendar.
- Holiday Date
- This field displays the calendar date of the holiday.
- Holiday Identity
- This field identifies the name, occasion or reason for the holiday. Holiday_Identity is a mandatory user-defined lexicon X_HOLIDAY_IDENTITY
- Holiday OT Factor
- This is the premium factor that is to be applied for any overtime worked on this day. Overtime_Factor is an optional numeric field the user may enter manually.
- Holiday Rule
- This field indicates if the holiday is designated as a paid day off, scheduled workday, or if it varies by work schedule. Holiday_Rule is an optional fixed lexicon X_HOLIDAY_RULE the user may use to look up the value. There is a holiday rule titled ‘Partial Shifts Apply.’ If this rule is selected it will ensure that a shift that falls across the beginning or the end of a holiday will have only the hours that fall in the holiday period applied to the leave time code.
- Holiday Type
- This field indicates type of holiday being defined. Holiday_Type is an optional fixed lexicon X_HOLIDAY_TYPE the user may use to look up the value.
- Hours per Day
- This field identifies the number of hours to be paid/tracked for the day (leave blank if employee’s assignment hours are to be used).
[I]#
- In or Out Times
- The exact time in hours and minutes at which an employee clocks in or out.
- Into Time Code
- This field displays the time code that normal time is to be paid out under.
[J]#
- Job
- A type of work a person does, may be an occupation, task or function, governed by a unit of an entity. This field shows the job code from the employee’s assignment.
- Job Code
- This field will display job for which the replacement jobs are being defined. All jobs associated with this unit will be displayed in the Job Code fields. The data for this field will default in once the unit has been selected; the user may not edit the information on this screen.
- Job Title
- This field will display the title of the replacement job. Will default in once the Job/Unit field has been selected.
- Job/Unit
- This field displays combined data of Job and its associated Unit.
- Jurisdiction
- Tax jurisdiction defaulting from employee’s assignment
[K]#
No Terminology
[L]#
- Leave Time Code
- This field defines the time code to be used by the time entry, work scheduling and pay generation processes to link the leave with payroll.
- Leave Type
- If this time code is to affect any attendance leave policies, the leave policy type must be indicated here.
- Length
- This is the number of digits of the segment.
- Line of Progression
- Specifies the order in which jobs in a workstation must be filled. The rank on the station post record denotes the order in the line of progression.
- Location
- A physical address that is a place of business such as a building, a wing, a floor, an office unit. This field displays the physical location of the work division.
[M]#
- Manager
- This field holds the person code of the employee who manages this area.
- Mandatory
- If the toggle is ON, then the segment must be completed at all distribution levels. This means no masking is allowed.
- Max Autofill Days
- This field indicates the maximum number of days that a worker can be scheduled in one week.
- Message Text
- This field displays the text that will appear when a warning is generated.
- Military Time
- Time is recorded in a 24-hour format where 13:00 denotes 1:00 pm.
- Min Autofill Days
- This field indicates the minimum number of days that a worker can be scheduled in one week in one Station Post.
- Minimum Hours Off
- This field indicates the minimum hours that an employee in that work area must be off before they can be scheduled for another shift.The format for this field is xx,xxx.xx
- Months per Year
- Standard number of months in a year for this work arrangement (default is 12).
- Must Be Scheduled
- Both the ‘Must Be Present’ and ‘Must Be Scheduled’ toggles are future features. However, at the present time, if either toggle is ON, the system will automatically pair station posts with work teams to screen team posts.
- Must Validate
- If the toggle is ON, then the segment, at the distribution level, will be validated against the information in segment values. If the toggle is OFF, then the segment will not be validated.
[N]#
- Name
- This field displays the name of the segment.
- No Earlier
- If the employee does not want to work before a specific time, that time is indicated here.
- No Later
- If the employee does not want to work after a specific time, that time is indicated here.
- Not Available On
- If there is a specific day of the week that the employee is not available for, the user may indicate that day here.
[O]#
- Obtain Details from
- When generating time for an employee in the indicated employment status where does the core information come from?
- TS - Shift Pattern
- TS - Event Scheduling
- TM - Shift Calendar
- TM - Hours Calendar
- PR - Calendar
- O/R Basis
- If entered the Override Basis will be used in place of the Basis that has defaulted from the premium.
- O/R Rate
- If entered the Override Rate will be used instead of the premium Rate.
[P]#
- Pattern Start Date
- This field displays the first date of the indicated shift pattern.
- Pay Period
- Pay periods are numbered by the year, followed by the week # of the year. All weeks in the year must be defined,
- Pay Starting
- This field identifies the date the pay would begin.
- Payroll
- There can only be one payroll attached to each batch. If more than one payroll needs to be processed through the pay cycle then additional batches must be created for each payroll. All of the batches may then be calculated together.
- Pays Per Contract
- This field identifies the number of pays that will be produced for this contract.
- PC Code
- If this time code is to affect payroll, the pay component to be generated must be indicated in this field.
- Pieces Per Day
- If the employee produces some measurable unit, this field shows the standard number of units per day.
- Position
- This field shows the position code from the employee’s assignment.
- Premium
- An amount of money earned by an employee that is in addition to their regular wage, for performing a specific duty or working under a special situation such as shift differential, bilingual bonus, hazard pay, etc. Premiums may be calculated by various methods and may be given as a lump sum on a certain frequency or prorated by time work. This field provides the premiums for any units associated with the data.
- Premium (toggle)
- If this toggle is ON, the user will be able to associate a premium to this time rule in other screens.
- Premium Type
- A classification of premiums such as shift, seniority, danger pay, supervisory, etc. Only one premium of the same type may apply at any given point of time. The determination of the premium that applies depends on the following priority order, pay line, pay transaction, time entry, assignment, position, job, work station
[Q]#
- Qualifying Band
- This field identifies qualify bands that are the points at which different levels of overtime will be invoked.
- Qualifying Band Basis
- The ‘Qualifying Band Basis’ field is used to indicate whether the basis for qualification for this rule is in ‘minutes’, ‘hours’, or ‘days’.