Wednesday, April 20, 2016

Increase Efficiency with PeopleSoft Time and Labor Auto Enrollment



The time and labor administrator within the organization is responsible for setting up time and labor and enrollment rules for each employee. The administrator is also responsible for updating any time reporter data any time an employee is promoted, terminated or has a job change within the organization.
PeopleSoft Time and Labor Auto Enrollment saves administrators valuable time by automating the enrollment process in Time and Labor for new hires, people leaving the company or people switching jobs within the organization.
Setting Up Auto Enrollment
To begin Auto Enrollment Set Up, log in as an administrator and select the “Enable Auto Enrollment” checkbox, which can be found on the installation page.
Administrators have the option as to whether they want to process enrollment in real time or enroll in batches (in a batch number set by the administrator). There is also an option to turn on Preview Mode, allowing administrators to see the enrollment in Pivot pages. By filling in the Retro Limit, administrators can specify how many months back they would like the Auto Enrollment to process. An Exclusion List on this page shows the query of individuals who are not automatically enrolled in the Time and Labor.
From this page, administrators can also designate when they would like a terminated employee’s enrollment to inactivate.
Set Up Steps
The first step is to navigate to the Enrollment Group page. The Enrollment Group page allows administrators to group employees who share similar time reporter data. The criteria are based off of queries built by the administrators to designate the different groups of employees.
Second, administrators outline the attributes for the time reporter data and values for that enrollment group. The last step is to set up time reporting user preferences, such as the default timesheet display (monthly, weekly, etc.) and the option to include a Save for Later button. The Schedule Assignment page assigns the enrollment groups to a predetermined schedule.
After setting up auto enrollment, administrators can process auto enrollments by an individual employee, all employees or by batches of employees.
From the Fluid Manager Self Service homepage, administrators can view a Time and Labor Auto Enrollment Tile that shows the number of enrollments to review as well as the total number of errors. The preview mode is accessible here, allowing administrators to view the enrollment data in an intuitive Pivot Grid format with the ability to drill down into the grid or filter through the enrollments.
PeopleSoft HCM Time and Labor Auto Enrollments ensures that your organization stays up to date and saves valuable time and resources.