Message Text #
Time Rule Overview#
This helper time rule will add a second submit action and store the results in a new field on the timesheet, similar to the existing dialog.
Employees need to certify their Timesheets and the message should be different based on the defined work rule.
How it Works#
New certification action ACT_SIGN_OFF_WORK_RULE_MESSAGE.
If this action is included on the form, the submit will not automatically set the timesheet as signed off, and the employee must use the new action to certify the timesheet.
The new submit action will look on the Work Rule for the new TR "MESSAGE TEXT" that holds the message that needs to be displayed.
If the time rule is not defined, then the the default message will be from PTS_00060.
This action is allowed before / after submit, if the employee did not sign off the timesheet.
Logic#
Set Up #
- 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
- Modified IDWR by adding Time Rule "MESSAGE TEXT” and enter the message in the MessageText that the user would like to be displayed.
- EMPLOYEE_SIGN_OFF is toggle PTS column that identifies if the employee certifies their timesheet.
- For example: on IPTS form, field/button labelled ‘EE Sign off Received’.
Requirements/Features#
New time rule “MESSAGE TEXT” is a helper time rule that holds the information needed for ACT_SIGN_OFF_WORK_RULE_MESSAGE
- Each employee’s work rule will have the TR MESSAGE TEXT where the implementation team can configure the certification dialog.
- The message should be placed in the 'Message Text' field of the Time Rule.
A custom screen can be developed to display all the time sheets that need to be signed off by the employee. And/or the organization can create a report on all the time sheets that have not be signed off.
Additional Info #
- When an employee, from the self-service user interface, clicks on the submit button the employee must ‘certify’ that their timesheet is correct.
- There are two certification dialogs required: one for exempt employees and another for non-exempt employees, see Gap 1 below.
- Need to be able to track who did the submit. The first “signature” would be the employee submit and the second would be the “approver”.
- If the employee is not available on the last day of the pay period to submit their timesheet, their supervisor will submit the timesheet and the employee must certify upon their return. How can we capture and get this employee declaration of the time sheet for their return? Currently this is done by the payroll liaison after the employee returns.
- First Manager approval is only required with the exception of ELECTED employees who do not require approval.
Band: only one band is supported
Frequency predefined as Never
Implementation#
The time rule should be set up in
IDWR as shown below.
Click to create a new notes page