Time & Labor Technical Rules · 2020. 8. 2. · PeopleSoft v9.2 HCM Human Capital Management...

PeopleSoft v9.2 HCM

Human Capital Management

Time & Labor Technical Rules

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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

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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

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High-Level

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Template-Based

Custom

User Exit

Rule Types

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Template-Based Rules

• Built from delivered templates

• User supplies variable data

• SQL statements only

Rule Types - continued

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Custom Rules

• Built from scratch or customized from template-based rule

• SQL statements only

Rule Types – continued

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User Exit Rules

• Most complex type

• Coded directly in App Designer

• Use SQL and PeopleCode

Rule Types – continued

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Related Objects

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Rule Programs

• Groups of rules

• Run in priority order

• Assigned to Workgroups

Rule Programs

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

Rule Programs

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

Period ID

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

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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

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

Calendars

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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

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

Template-Based Rule Creation

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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

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AE Section Name refers to Section of TL_TA_RULES

Maximum of 8 characters

Defaults to Rule Name

Using AE Sections

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

Template-Based Rule Creation

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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

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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

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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

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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.

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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

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Custom Rule – Basic Information

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

Custom Rule – Actions

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

Custom Rule – Actions

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

Custom Rule – Conditions

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

Custom Rule – SQL Objects

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

Custom Rule – SQL Objects

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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

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Custom Rule – Rule Steps

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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

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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

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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

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Enter basic information about the rule as for Custom rules.

Clicking on User Exit removes all the rule steps.

User Exit Rules

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In App Designer, open the Application Engine TL_TA_RULES:

User Exit Rules

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

User Exit Rules

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

User Exit Rules

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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

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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

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The code below indicates that the SQL is contained in the

HOLIDAY rule in Step 10

Debugging – Time Administration SQL Log

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MetaSQL perform two main functions:

• Faster development

• Database independence

MetaSQL

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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

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