How to Setup OTL Employees Preferences

OTL User Preferences

Create new preferences hierarchies, linking them to people using eligibility criteria and viewing peoples preferences.

Business Scenario

Define various rules for each group of employees within the corporation. You must assign the rules to the groups of employees via Preferences. Oracle Time & Labor includes default preferences with predefined values. However created various rules for 3 groups of employees. Create a new hierarchy containing the preferences for which specify a different value.

Configure Following 17 Employees 17 preferences:

Name in Tree Preference Preference Values
16W-Append Template Self Service Functionality to Append Templates on the Timecard Allow Append Functionality = Yes
16W-Application Set Time Store Application Set Application Set = Payroll and Projects
16W-Approval Periods Time Store Approval Periods Time Store Approval Periods = 16Weekly Period – Starts Monday
16W-Approval Style Time Store Approval Style Approval Style = 16Warehouse Approval
16W-Create Personal Template Self Service Create Template Functionality Create Template = Yes
16W-Disconnect Mode Self Service Disconnected Entry Option for Worker Disconnected Entry = Upload / Download
16W-Edit Status Allowed Self Service Timecard Status that Allows User Edit Status Allowing Edits = NEW WORKING REJECTED
16W-Empty Rows Self Service Number of Empty Rows on the Timecard Number of Empty Rows = 3
16W-Negative Hours Self Service Ability to Enter Negative Hours Allowed Negative Entries = Yes
16W-OTL Rules Evaluation Self Service Preference to Allow Rules Evaluation Evaluate OTL Rule = No

Approval Rules for Rules Evaluation = Projects and Payroll

Overtime Recurring Period = 16Weekly Period – Starts Monday

16W-Retrieval Rule Time Store Retrieval Rule Groups Group Name = Projects and Payroll Retrieval Rule Group
16W-Save Template Functionality Self Service Save as Template Functionality on Timecard Save as Template on Timecard = Yes
16W-Template Functionality Self Service Template Functionality for a Worker Template Functionality for a Worker = Yes
16W-Time Entry Rule Time Store Time Entry Rules Time Entry Rule = 16Warehouse Group
16W-Timecard Alternate Name Self Service Timecard Alternate Name Set Defined for a User Timecard Alternate Name 1 = 16Warehouse Employees
16W-Timecard Layout Self Service Timecard, Review and Confirmation Layout Pages Timecard Layout = Projects and Payroll Timecard Layout

Review Layout = Projects and Payroll Review Layout

Confirmation Layout = Projects and Payroll Confirmation Layout

Detail Layout = Projects and Payroll Details Layout

Export Layout = Projects and Payroll Export Layout

Notification Layout = Projects and Payroll Notification Layout

16W-Timecard Periods Self Service Timecard Period for Worker Timecard Period = 16Weekly – Starts Monday

Solution

Responsibility : US OTL Application Developer

Navigation : (N) Preferences

Note: Click on the + sign to open the Preference Tree note.

Highlight (or select) the Preference Tree node, then right mouse click on the Preference Tree node and select New

Enter 16Warehouse Employees in the name in Tree field and save

Collapse the Preference Tree node and select +sign to re-open the Preference Tree node, view new branch, 16Warehouse Employees

Adding Preferences to a branch

  • Select + sign to open the 16Warehouse Employee node
  • Highlight or select the 16Warehouse Employees node, Make sure 16Warehouse Employees is defaulted in the “Name in Tree” field.
  • Right click on 16Warehouse Employees node and select New.
  • In the Name in Tree field, enter 16W-Append Template for the preference. At this time, the Preference filed is not data-enterable
  • Save and verify the results as follows:
  • Preference Tree
    • 16Warehouse Employees
      • +16W-Append Template

Allow Append Functionality = Yes

Note: Check “Editable by user” if you wish to allow employees to edit the preferences

To create the next preference for the 16Warehouse Employees branch, highlight (or select) the 16Warehouse Employees node. Make sure 16Warehouse Employee is default in the “Name in Tree” field. Right click and select New.

In the Name in Tree field, enter 16W-Applicatoin Set for the preference. At this time, the Preference field is not data-enterable.

Save and verify results

Note: Setup all preferences for Warehouse employees

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