Time & Labor Technical Rules · 2020. 8. 2. · PeopleSoft v9.2 HCM Human Capital Management Time & Labor Technical Rules. 2 ... Set up HCM -> Product Related -> Time and Labor ->

PeopleSoft v9.2 HCM

Human Capital Management

Time & Labor Technical Rules

2

© 2018 – SpearMC Consulting

What are Rules? How do they fit in to Time and Labor?

Rule Types

• Template-Built Rules

• Custom Rules

• User Exit Rules

Related Objects

• Value Lists

• Time Periods and Calendars

• Rule Programs

Agenda

3


Building Rules

• Identifying Templates

• Building Blocks (Actions, Conditions, SQL Objects)

• Using Time Periods

• Using Temporary Tables

• Using MetaSQL

• Compilation

Technical Issues

• Looking at Time Administration Logs

Agenda – continued

4


High-Level

5


Template-Based

Custom

User Exit

Rule Types

6


Template-Based Rules

• Built from delivered templates

• User supplies variable data

• SQL statements only

Rule Types - continued

7


Custom Rules

• Built from scratch or customized from template-based rule

• SQL statements only

Rule Types – continued

8


User Exit Rules

• Most complex type

• Coded directly in App Designer

• Use SQL and PeopleCode

Rule Types – continued

9


Related Objects

10


Rule Programs

• Groups of rules

• Run in priority order

• Assigned to Workgroups

Rule Programs

11


Set up HCM -> Product Related -> Time and Labor -> Rules and Workgroups -> Rule Programs

Rule Programs

12


Set up HCM -> Product Related -> Time and Labor -> Time Periods -> Weekly

Period ID

13


Value ListsSet up HCM -> Product Related -> Time and Labor -> Rules and Workgroups -> Value Lists

14


Contain lists of specific types of data, for example:

• Time Reporting Codes

• Job Codes

• Workgroups

Remove need for hard-coding of lists of values

Value Lists

15


Set up HCM -> Product Related -> Time and Labor -> Time Periods -> View Period Calendar

Calendars

16


Set up HCM -> Product Related -> Time and Labor -> Rules and Workgroups -> Workgroups

All Time Reporters are assigned a Workgroup, which in turn determines the Rule Program which is executed.

Workgroups

17


Set up HCM -> Product Related -> Time and Labor -> Rules and Workgroups -> Template-Based Rules

Template-Based Rule Creation

18


Sun Mon Tue Wed Thu Fri Sat

Sun Mon Tue Wed Thu Fri Sat

Time Period ensures that the correct number of days are

processed for the rule. For example:

• Calculate Weekly Overtime

• Time Administration processes data from Wednesday

• But we need a whole week to determine overtime

• Using Period ID CCWEEK forces Time Administration to pull in remainder

of week

Using Time Periods

19


AE Section Name refers to Section of TL_TA_RULES

Maximum of 8 characters

Defaults to Rule Name

Using AE Sections

20


Set up HCM -> Product Related -> Time and Labor -> Rules and Workgroups -> Template-Based Rules

Template-Based Rule Creation

21


TRC List refers to a Value List of TRC Codes which are counted

towards overtime

Threshold is the number of hours above which overtime is paid

Action determines whether regular hours are untouched or overtime

is deducted

Template-Based Rules

22


Custom Rules are made up of

• Actions – single SQL statements (Delete, Update, Insert)

• Conditions (WHERE clauses)

• SQL Objects (SQL Statements)

SQL Objects can be used without Actions or Conditions

Custom Rule Components

23


Time Administration uses a number of temporary tables delivered by

PeopleSoft

Each run of Time Administration is identified by an Instance Number,

which allows concurrent runs.

These tables are suffixed by the Instance Number. For example,

TL_IPT1 becomes TL_IPT14. The base table TL_IPT1 is never used.

Temporary Tables can be of two types:

• Pre-filled tables containing high-usage data such as Job details. These

improve performance by removing the need to access high-volume tables

such as JOB.

• Empty tables which can be used by the rule developer

Temporary Tables

24


Temp Tables – Prefilled by Time Admin

TL_PROF_WRKn JOB data

WRK_ADHOC_TAOn Schedule Data

Examples:

The n indicates the Instance Number

DO NOT under any circumstances make any updates to any temporary

tables pre-filled by the Time Administration process.

25


These tables can be used freely by rule developers.

Examples

• All TL_IPTn tables

• Tables with names starting TL_WRK

Always truncate any temporary tables you use at the start of rule

execution as they may contain data from prior rule executions

(NEVER TRUNCATE TL_IPT1)

All updates must be written to TL_IPT1 before the end of the rule,

otherwise they will not be reflected in Payable Time

Temporary Tables – Available for User

26


Custom Rule – Basic Information

27


Set up HCM -> System Administration -> Utilities -> Build Time and Labor Rules -> Actions

Custom Rule – Actions

28


Set up HCM -> System Administration -> Utilities -> Build Time and Labor Rules -> Actions

Custom Rule – Actions

29


Set up HCM -> System Administration -> Utilities -> Build Time and Labor Rules -> Conditions

Custom Rule – Conditions

30


Set up HCM -> System Administration -> Utilities -> Build Time and Labor Rules -> SQL Objects

Custom Rule – SQL Objects

31


Set up HCM -> System Administration -> Utilities -> Build Time and Labor Rules -> SQL Objects

Custom Rule – SQL Objects

32


Compilation creates or amends a section in the Application Engine

TL_TA_RULES (more on this later)

Successful compilation does NOT mean the syntax of the rule is

correct

Rule Compilation

33


Custom Rule – Rule Steps

34


Type Meaning

Do Select Create a loop using a SELECT statement

Do While Create a WHILE loop

Do When Create a WHEN loop

SQL – Quit If No Rows Do not proceed is no rows found

SQL - Standard Standard SQL Object

AE Actions

Custom Rule – Information

35


Type Meaning

Action Execute an ACTION object

SQL Object Execute a SQL Object

Truncate Work Table Remove all data from a work table

Update Statistics Update table statistics to improve

performance

Statement Types

Custom Rule – Information

36


Allow more advanced processing using both SQL and

PeopleCode objects

Use only if the process cannot be accomplished by Template or

Custom rules

Coding is done within App Designer

Sections are added to the TL_TA_RULES app engine

A rule object must be created as for Template and Custom rules

but is only a placeholder

User Exit Rules – Introduction

37


Enter basic information about the rule as for Custom rules.

Clicking on User Exit removes all the rule steps.

User Exit Rules

38


In App Designer, open the Application Engine TL_TA_RULES:

User Exit Rules

39


Use the Insert/Section menu option to create a new Section:

User Exit Rules

40


Use the Insert/Step/Action menu option to create a new Step:

User Exit Rules

41


SECTION corresponds to RULE NAME

STEP corresponds to RULE STEP NUMBER

ACTION corresponds to STATEMENT TYPE

SQL Sql Statement

PeopleCode PeopleCode Process

DoSelect Select Loop

DoWhile While Loop

User Exit Rules

42


Determine the Instance Number. This will tell you which tables to

query

Look for the entries that start TL_TA_RULES

Debugging – Time Administration SQL Log

43


The code below indicates that the SQL is contained in the

HOLIDAY rule in Step 10

Debugging – Time Administration SQL Log

44


MetaSQL perform two main functions:

• Faster development

• Database independence

MetaSQL

45


Examples:

%InsertSelect allows data to be copied from one table to another

%InsertSelect(TL_IPT2, TL_IPT1 A,

TRC=‘ZZZ’)

This statement copies from TL_IPT1 to TL_IPT2 and replaces the TRC

with ‘ZZZ’

%CurrentDateTimeIn = Current Date and Time

A list of MetaSQL elements is at:

https://docs.oracle.com/cd/E80738_01/pt854pbh2/eng/pt/tpcl/langref_M

eta-SQLReference-073bd4.html#topofpage

MetaSQL

https://docs.oracle.com/cd/E80738_01/pt854pbh2/eng/pt/tpcl/langref_Meta-SQLReference-073bd4.html#topofpage

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Time & Labor Technical Rules · 2020. 8. 2. · PeopleSoft v9.2 HCM Human Capital Management Time & Labor Technical Rules. 2 ... Set up HCM -> Product Related -> Time and Labor ->