PeopleSoft Time and Labor – North America Rel. 9.2 Ed 2

Module 1: Course Introduction

• Lesson 1: Course Overview
• Course Overview
• Agenda

Module 2: Business Process Overview

• Lesson 2: Business Process Overview
• Describing PeopleSoft Time and Labor as an Enterprise-Wide Solution
• Describing the PeopleSoft Time and Labor Application
• Describing PeopleSoft Time and Labor Navigation
• Describing Referential Integrity
• Describing Sources of Information About PeopleSoft Time and Labor

Module 3: Setting Up Prerequisite HCM Tables

Lesson 3: Setting Up PeopleSoft HR, Benefits, and Payroll for North America Tables

• Identifying Prerequisite HCM Tables for Time and Labor
• Defining Prerequisite Human Resources Tables
• Defining Prerequisite Benefit Tables
• Defining Prerequisite Payroll for North America Tables
• Setting Up Holiday Schedules
• Activity 1: Updating a Holiday Schedule
• Setting Up Earnings Codes and Programs
• Setting Up Pay Groups and Pay Calendars

Module 4: Setting Up Basic Time and Labor Tables

• Lesson 4: Setting Up Basic PeopleSoft Time and Labor Tables
• Describing Time and Labor Setup Tables
• Setting Up Time Zone Offsets
• Setting Up the Time and Labor Installation Table
• Setting Up Manager Time Calendar View Options
• Selecting Labor Distribution and Labor Dilution Options
• Activity 2: Setting Up Basic PeopleSoft Time and Labor Tables

Module 5: Establishing Time Reporting Codes (TRCs)

• Lesson 5: Establishing Time Reporting Codes
• Describing Time Reporting Codes
• Defining Time Reporting Code Categories
• Establishing Time Reporting Codes
• Defining TRC Programs
• Defining Compensatory Time Plans
• Defining Override Reason Codes
• Activity 3: Establishing Time Reporting Codes

Module 6: Establishing Time Periods

• Lesson 6: Establishing Time Periods
• Describing Time Periods
• Establishing Time Periods
• Activity 4: Establishing Time Periods

Module 7: Establishing Planned Overtime

• Lesson 7: Establishing Planned Overtime
• Describing Planned Overtime Features
• Establishing Planned Overtime
• Activity 5: Establishing Planned Overtime

Module 8: Creating Workgroups

• Lesson 8: Creating Workgroups
• Describing Key Workgroup Concepts
• Creating Workgroups
• Activity 6: Creating Workgroups

Module 9: Defining Template Built Rules

• Lesson 9: Defining Template Built Rules
• Identifying Online Rule Definition Tools
• Identifying Steps to Define Rules
• Defining Template Built Rules
• Activity 7: Defining Template Built Rules
• Defining Rule Programs
• Activity 8: Defining Rule Programs
• Exporting and Importing Rules
• Describing Rule Template Creation

Module 10: Creating Taskgroups

• Lesson 10: Creating Taskgroups
• Identifying Task Functionality Concepts
• Activity 9: Creating Products and Tasks
• Creating Task Templates
• Activity 10: Creating Task Templates
• Creating Task Profiles
• Activity 11: Creating Task Profiles
• Creating Taskgroups
• Activity 12: Creating Taskgroups
• Describing Task Profile Reporting Precedence

Module 11: Building Schedules

• Lesson 11: Building Schedules
• Identifying Scheduling Concepts
• Describing Scheduling Integrations
• Identifying the Steps to Create a Schedule
• Setting Up Schedules
• Activity 13: Creating a Schedule Definition
• Validating Schedules

Module 12: Setting Up Time Reporters

• Lesson 12: Setting Up Time Reporters
• Creating Time Reporter Data
• Maintaining Time Reporter Data
• Assigning Time Reporters to a Schedule
• Activity 14: Enrolling Time Reporters
• Assigning and Viewing Compensatory Time Off Plans

Module 13: Setting Up Groups and Security

• Lesson 13: Setting Up Groups and Security
• Describing Groups and Security Concepts
• Setting Up Group Creation Security
• Activity 15: Reviewing Group Security
• Setting Up Dynamic Groups
• Setting Up Static Groups
• Activity 17: Creating Static Groups and Viewing Groups
• Viewing Time Reporters in Groups
• Setting Up Group Security

Module 14: Reporting Time Using Rapid Entry

• Lesson 14: Reporting Time Using Rapid Entry
• Describing Time Reporting
• Establishing Rapid Time Templates
• Performing Rapid Entry
• Activity 18: Reporting Time Using Rapid Entry

Module 15: Running the Time Administration Process

• Lesson 15: Running the Time Administration Process
• Describing the Time Administration Process
• Describing Time Reporter and Payable Time Status
• Activity 19: Running the Time Administration Process

Module 16: Reporting Time Using Self Service

• Lesson 16: Reporting Time Using Self Service
• Identifying Time Reporting Methods
• Defining Time Reporting Templates
• Activity 20: Defining Time Reporting Templates
• Defining User Preferences
• Reporting Time Using Timesheets
• Activity 21: Reporting Time Using Timesheets
• Reporting Time Using the Web Clock
• Reporting Time Using Mass Time Reporting
• Activity 22: Reporting Time Using Mass Time Reporting
• Requesting Overtime
• Requesting an Absence

Module 17: Managing Exceptions

• Lesson 17: Managing Exceptions
• Defining Exceptions
• Managing Exceptions
• Activity 23: Managing Exceptions

Module 18: Using Manager Self Service

• Lesson 18: Using Manager Self Service
• Setting Up Manager Search Options
• Using the Time and Labor Launch Pad
• Managing Overtime
• Managing Absences
• Managing Schedules
• Defining Time Calendar View Options
• Viewing Time
• Approving Reported Time
• Approving Payable Time
• Using the Approval Monitor
• Activity 24: Approving Time
• Delegating Approval Authority for Time and Labor
• Understanding Time Auditing

Module 19: Using the Time and Labor WorkCenter

• Lesson 19: Using the Time and Labor WorkCenter
• Defining WorkCenters
• Using Pivot Grids
• Activity 26: Using the Time and Labor WorkCenter

Module 20: Setting Up and Managing Alerts

• Lesson 20: Setting Up and Managing Alerts
• Defining Alerts
• Setting Up Alerts
• Managing Alerts
• Activity 27: Managing Alerts

Module 21: Using the Time and Labor Dashboard

• Lesson 21: Using the Time and Labor Dashboard
• Describing the Time and Labor Dashboard
• Working with the Dashboard
• Activity 28: Working with Time and Labor Dashboard

Module 22: Using Fluid in Time and Labor

• Lesson 22: Using Fluid in Time and Labor
• Setting Up Time and Labor Mobile Applications
• Entering Time Reporting as an Employee
• Activity 29: Reporting Time as an Employee
• Performing Time Administration as a Manager

Module 23: Viewing Workforce Availability

• Lesson 23: Viewing Workforce Availability
• Setting up Workforce Availability
• Viewing Workforce Availability for Daily Time
• Viewing Workforce Availability for Weekly Time
• Activity 30: Using Workforce Availability Daily/Weekly Time Views

Module 24: Integrating with PeopleSoft Payroll for North America

• Lesson 24: Integrating with Payroll
• Describing Absence Management Integration
• Preparing for a Pay Run
• Running the Time and Labor Load Process
• Activity 31: Running the Payroll Process

Module 25: Setting Up and Using Auto Enrollment

• Lesson 25: Setting Up and Using Auto Enrollment
• Setting Up Auto Enrollment
• Defining Auto Enrollment Groups and Schedules
• Initiating Batch Processes
• Previewing the Enrollment Data

Module 26: Performing Labor Distribution and Dilution

• Lesson 26: Performing Labor Distribution and Dilution
• Identifying Labor Distribution and Dilution
• Sending Costs to Time and Labor
• Viewing Distributed and Diluted Costs

Activity 33: Running the Extract Process and Viewing Distributed and Diluted Costs

Module 27: Auditing and Adjusting Payable Time

• Lesson 27: Auditing and Adjusting Payable Time
• Identifying the Stages of Payable Time
• Adjusting Paid Time
• Activity 34: Adjusting Payable Time
• Viewing Unprocessed Payable Time
• Locking Timesheets

Module 28: Course Review

• Lesson 28: Course Review
• Describing PeopleSoft Time and Labor
• Setting Up Core HCM Tables
• Setting Up PeopleSoft Time and Labor Tables
• Reporting and Processing Time
• Administering Time and Labor
• Appendices
• Appendix A: Establishing the Time Collection Device (TCD)
• Overview of Time Collection Devices
• Set Up TCD Type Definition
• Set Up TCD Setup
• Set Up a TCD Supervisor
• Set Up TCD Restriction Profile
• Set Up TCD Groups
• View the TCD Error Queue
• Appendix B: Tracking Attendance
• Identifying Attendance Tracking Concepts
• Setting Up Attendance Programs
• Associating Attendance Programs to Rule Programs
• Reviewing Attendance Actions
• Reviewing Attendance History
• Additional Resources
• Appendix C: (USA) Supporting Affordable Care Act (ACA) in Time and Labor
• Defining Time and Labor Support for ACA
• Setting Up ACA Time Reporting Codes
• Creating and Maintaining ACA Materialized Views
• Running the ACA Eligibility Load Query
• Viewing ACA-Based Analytics