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IDP Time & Labor Rules Overview

This document contains materials produced during Interactive Design and Prototype sessions (IDP) at Arizona State University. They are to be used solely by Arizona State University. IDP participants are responsible for the quality of these materials

IDP Participants

The following individuals participated in this IDP and are responsible for its content.

|Name |Department |Title |IDP Role |

|Clara Adams |Payroll | | |

|Shona Boadi |Payroll | | |

| | | | |

Time and Labor Rules Overview

All rules in Time and Labor are written in SQL. You don’t have to be a SQL expert to create rules because you will probably create most rules using templates, and the templates contain the basic logic, underlying structures, and necessary SQL objects. However, an understanding of SQL is helpful, particularly if you use actions and conditions, or SQL objects to define your rules, since these tools give direct access to SQL logic and language. In addition, to properly create, test, and troubleshoot rules, you should understand the structure of a SQL statement and the basic procedures for converting business rules into SQL rules.

To define template-built rules, use the Template-Built Rules (TL_TA_RULE_TMPLT) component.

Time and Labor delivers more than 40 rule templates. Use templates to create a variety of rules for the Time Administration program to execute when processing reported or scheduled time. You can create compensation rules for overtime and holidays, notification rules for irregular attendance, and rules for other time-reporting situations that require special processing.

Rules consist of condition and action statements. When using a template to create a rule, enter values for the variables within the template’s condition and action statements. For example, to pay overtime when a time reporter reports more than 40 hours per week, you might use one of the Period Threshold templates to create the rule. The rule text of Template020 says:

“When a time reporter reports time under time reporting code a and the sum of hours is greater than b in the specified period c, then all hours in excess of b will be paid using TRC d.”

To create a rule, open Template020, enter values for variables a, b, c, and d, and then save the new rule with a unique rule ID. Add the rule to a rule program on the Rule Programs page and assign the rule program to a workgroup.

Rules Created with Templates

After you save a template-built rule and include it in a rule program, you cannot change the values in the action or condition statements. However, you can modify rules by changing the actions or conditions (not simply the values within the conditional clauses), or by defining your own SQL Objects.

Before you modify a template-built rule, you need to understand how the values you have defined are stored and accessed. When you save your rule with a unique rule ID, the rule is compiled and the values you entered are stored in the record TL_TMPLT_RULE2, replacing a generic rule parameter in the template called %RuleTemplate(), which acts as a placeholder for each variable you defined. (A rule parameter is a variable that is substituted with a user-defined value when a template-built rule is compiled.) The record TL_TMPLT_RULE2 tracks the values that will be resolved in each rule step by rule ID. Because the same rule parameter represents all the values you define in a template-built rule, and there may be multiple instances of %RuleTemplate() in a single rule and in a single rule step, the record TL_TMPLT_RULE2 identifies the different occurrences of %RuleTemplate by step and sequence number.

You have several options for modifying a rule you have defined using the Define Template-Built Rules component:

1. Copy the rule and name a new rule using the Copy Rules page. When you copy the rule, however, you need to change the AE section to represent the new rule. In addition, for every occurrence of %RuleTemplate(), you need to substitute actual values by defining your own SQL Objects. The reason for this is that the connection is broken between the original rule ID and the values stored in the record TL_TMPLT_RULE2.

2. Modify the existing rule using the Define Rules component by changing one of the rule steps, or by adding a new step or substituting a different SQL Object or action and condition in place of one originally created from the rule template. You must then compile this new rule. However, if you customize a rule in this way, the only way to view or make future changes to the rule is to use the Define Rules component; you can no longer access the rule through the Define Template-Built Rules component.

Although this modification may not break the connection between the rule and the values contained in TL_TMPLT_RULE2, we recommend that you do not rely on this connection, but instead do the following:

• To add a new step to a rule or change an existing step or object, hard code the values you want to use in that step (replace %RuleTemplate() with actual values), and recompile the rule.

• To delete a step, recompile the rule; you do not need to worry about the connection being broken.

Note. When modifying a rule, always test the rule to make sure that it functions as you expect.

3. Create a new rule ID from the same rule template, modify this rule using the Define Rules component, and compile the new rule. In this way, you retain the original rule, and have a newly modified rule to work with.

Note. To change a rule that is already in a rule program, temporarily remove the rule from the rule program before changing it. After changing the rule, reassociate the rule to a rule program. This safeguard protects the integrity of the data generated by the original rule. After saving the new rule, be sure to update the appropriate rule program.

Page Name: Time and Labor Rule – Definition (TL_INSTALLATION)

Navigation: Setup HRMS ( Product Related ( Time and Labor ( Rule and Workgroups ( Template –Built Rules

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TL Installation: Set up general system defaults and to activate specific features for your Time and Labor application.

|Usage | |

|Access Requirements | |

|Alternate Navigation | |

|Prerequisites |Setup TRC’s, TRC Lists, develop rule logic and naming convention |

|Processes Impacted | |

|Mods/Interfaces | |

|Interface | |

|Testing | |

|Security | |

|Reports | |

NOTES:

Page Name: Time and Labor Rule Programs

Navigation: Setup HRMS ( Product Related ( Time and Labor ( Rule and Workgroups ( Rule Programs

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