Time Reporting Code (TRC)

TRC is an element of compensation or a bucket of several elements in which the system collects labor data, hours, amounts, or units worked.

TRC Category

A TRC Category groups together TRCs for summation and reporting purposes.

Units of Measure (UOM)

The increments by which you measure time worked, pay periods, or other elements to be reported.

TRC Program

The time reporting code program of rules usually assigned by workgroup.

TRC Category

TL_TRC_CATEGORY

Set Up HRMS, Product Related, Time and Labor, Time Reporting, TRC Category, TRC Category

Define TRC Categories.

When your TRC is not synchronized to a NA Earnings Code

The Flat Amount and Rate fields are hidden because they are only used when you map to a NA Earnings Code.

When your TRC is synchronized to a Units Earnings Code

The Flat Amount element is hidden and defaults to Selected.

The Rate field is displayed with the value from the NA Earnings Code.

The Rate Overridable field is hidden and defaults to Not Selected.

When your TRC is synchronized to a Flat Amount NA Earnings Code

The system displays the Flat Amount value from the NA Earnings Code.

The Per Instance Overridable field is hidden and defaults to Not Selected.

The Rate and Overridable fields are hidden and default to Selected.

When you unsynchronize a TRC from a Flat Amount or Unit Override/Rate NA Earnings Code

The Rate Overridable and Per Instance Overridable fields are hidden and default to Selected.

If a reported rate is different from the Rate on the TRC, and the TRC is synchronized to a NA Earnings Code

We provide a PeopleSoft delivered rule that you can include in your Rule Program that will change the reported Rate to the TRC rate in Payable Time. The rule is TL_UPDOVRRT.

If a reported QTY and Currency Code do not match the Flat Amount and Currency Code on the TRC

We provide a PeopleSoft delivered rule that you can include in your Rule Program in which the reported QTY and Currency Code are changed to the QTY and Currency Code for the TRC in Payable Time. The rule is TL_UPDQTY.

If an Override Rate is reported in Time and Labor and one already exists on the Earnings Code definition

The rate on the Earnings Code definition takes precedence.

If there is an Amount Value in the Quantity field in Time and Labor, and the NA Earnings Code has a Flat Amount value defined

The Flat Amount on the Earnings Code takes precedence.

TRC 1

TL_TRC_PNL1

Set Up HRMS, Product Related, Time and Labor, Time Reporting, Time Reporting Codes (TRC), TRC 1

Define Time Reporting Code attributes and map TRCs to Earnings Codes.

TRC 2

TL_TRC_PNL2

Set Up HRMS, Product Related, Time and Labor, Time Reporting, Time Reporting Codes (TRC) TRC 2

Set up compensation and interface options and enter optional comments.

Time Reporting Code

This field displays the value that you entered to access this page.

Absence Flag

Select this check box if you want this TRC to be used in absence processing. When you tab out of the field, the system displays the fields that are appropriate for defining the TRC. If processing through Global Payroll, your Global Payroll Take Code, and Earnings Code. If processing through Payroll North America, your Absence Earnings Code, and North American Earnings Code. This element will only be displayed when you have selected Absence Management on the General Installation Options page.

Map To NA Earnings Code

Select the North American Earnings Code from which you want to map this TRC from the drop-down list. The system derives the valid values from the Earnings Code Table you set up in your Payroll for North America system. It displays values that are active. This element will only be displayed when you have selected Payroll for North America on the General Installation Options page.

You can choose not to use the Map To NA Earnings Code feature. You may want to do this if you need to calculate the TRC estimated gross differently than you would calculate the associated earnings for the Payroll for North America.

Note. An Absence TRC can be simultaneously used for both GP absence processing and NA absence processing. You can also map a TRC to NA Payroll and select GP as your pay system under Mapping to Earnings Codes along with an associated Earnings Code for this TRC. In this way, you can make use of one TRC for both pay systems. Important! You must select your TRC Type before you map and synchronize your TRC to your Earnings Code. The Mapping to NA Earnings Code feature will be enabled once you choose the TRC Type. This will assist you with the proper pairing of TRC Type to Earnings Code payment types from your Earnings Code.

Sync/Unsync Button (synchronize and unsynchronize)

Select the Sync button if you want the system to carry over all of the effective-dated rows of that Earnings Code to the TRC Definition from your NA Payroll system.

The system copies over the Multiplication Factor and Rate Adjustment Factor and they retain the same names on the TRC. The Add to Gross Flag on the NA Earnings Code initially defaults to the Distribute Costs Flag on the TRC, though you can edit this field after you synchronize. If there is a Flat Amount on the NA Earnings Code, it defaults to the Flat Amount field on the TRC. If there is a Unit/Override Rate on the NA Earnings Code, it defaults to the Rate field on the TRC.

You can choose to leave the Description and Short Description fields blank, the system will copy over these two field values from the NA Earnings Code.

Before clicking the Sync button, you must select a NA Earnings Code. Effective-dated rows on TRC and the NA Earnings Code will be the same after the synchronize process is completed. In this way, Time and Labor selects the right row when calculating estimated gross, and won’t be out of synchronize with the NA Earnings code. However, if you create the TRC after the current effective-dated row of the NA Earnings Code, you will have an extra row on the TRC. You can also insert an effective-dated row on the TRC between the synchronized rows from the NA Earnings Code. If you do, the elements in common from the NA Earnings Code are copied down to the new row on the TRC.

If you inactivate the minimum effective-dated row of a NA Earnings Code that is synchronized to a TRC, you will receive the following warning message: Selected Earnings Code is Active with the following TRCs (REG, MOREG, MEG, MCREG, KUREG, KUMLO, KUCT3, KUCT2, KUCT1, KDSAD,) (13500,169) Selected Earnings Code is Active with TRCs, do you wish to inactivate the Earnings Code now? The status of the Earnings code mapping on the TRC will be set to inactive. Do you wish to update the TRCs which are mapped to this Earnings Code now?

If you inactivate the maximum effective-dated row on the NA Earnings Code, you will receive the following warning message: Selected Earnings Code is in Sync with the following TRCs (%1). If you hit OK the TRCs shown will get Unsynced and you have to map those TRCs to another Earnings Code. Do you wish to Unsync these TRCs mapped to this NA Earnings Code now? (13500, 150).

If you delete a row on the NA Earnings Code which is synchronized to a TRC, you will receive the following warning message: Selected Earnings Code is Active with the following TRCs (%1). Make sure that you re-sync the TRC to the NA Earnings Code in Time and Labor (13500, 180).

Status

Select an Active or Inactive status for this TRC. The default is Active. A row that is synchronized with a NA Earnings Code always defaults to Active and is unavailable for entry.

Rules Only TRC

Select this check box to denote a TRC as being used only by Rules in Time Administration.

Type

Select a TRC Type from the drop-down list. Valid values are Amount, Hours, or Units. If you select a Type of Amounts you cannot enter a rate in the Rate field; also the Rate Adjustment Factor and Multiplication Factor will become unavailable for entry. Only a TRC Type of Hours can be used for Labor Dilution.

H − Hours

B − Both Hours and Amounts OK

Not Allowed

E − Either Hours or Amounts OK

HR − Hourly Rate

HF − Hourly + Flat Amount

PC − Percent

H − Hours Only

HR − Hourly Rate

HF − Hourly + Flat Amount

PC − Percent

U − Unit/Override Rate

Not Allowed

A − Amounts

A − Amounts Only

FA − Flat Amount

Must be zero

B − Both Hours and Amounts OK

FA − Flat Amount

Must be zero

E − Either Hours or Amounts OK

FA − Flat Amount

Must be zero

HF − Hourly + Flat Amount

HR − Hourly Rate

PC − Percent

F − Flat Amount

Not Allowed

U − Units

B − Both Hours and Amounts OK

Not Allowed

E − Either Hours or Amounts OK

HF − Hourly + Flat Amount

Must be zero

HR − Hourly Rate

PC − Percent

H − Hours Only

HF − Hourly + Flat Amount

HR − Hourly Rate

PC − Percent

U − Unit/Overridable Rate

Not Allowed

Currency Code

Select the Currency Code for an Amount TRC Type. If you change the Currency Code for this TRC, all quantities in payable time from the time of the change associated with this TRC will reflect the new currency code. The Currency Code element only appears and is valid for Amount TRC Types.

Unit of Measure

Select a Unit of Measure value based on the Type field value selected. The Unit of Measure field needs to be populated if you are integrating with PS Projects and PS EPM, whether it is an Hours or Units type TRC. This field also needs to be populated as it is included with payable time when sent to PS Projects and PS EPM, for further rate processing in these other products.

Used in Labor Dilution

Select the Used in Labor Dilution check box if you want this TRC to be used during Labor Dilution. You must select a TRC Type of Hours: otherwise this check box is unavailable for entry. If you change this field to selected, all time associated with this TRC will be diluted as of the effective date. Time that has already been distributed will not be diluted. If you select this check box, the system will also select the Distribute Costs check box and it will be unavailable for entry.

Distribute Costs

Select the Distribute Costs check box to tell the system whether you want this TRC to participate in the Labor Distribution process when costs are returned from a payroll system. During the synchronize process with a NA Earnings Code, the value of this field will default from the Add to Gross Flag on the NA Earnings Code. You can change this value after the sync process. In most cases, earnings add to Gross Pay. However, certain types of earnings may not. One example is an earnings that does not actually consist of dollars paid, such as the value of a company-supplied automobile. Because the company supplies the employee with a car and not the money to buy one, these earnings should not add to gross.

Minimum Quantity (minimum quantity)

Use Min Qty to assist you in defining your limits for time entry for any TRC Type. For example, if minimum is set at 4, and you enter 2, the system will generate an exception stating that you entered an amount below the minimum for this TRC. This field should not be used if the TRC is synchronized with a Flat Amount NA Earnings Code.

Maximum Quantity (maximum quantity)

Use Max Qty as you define your maximum limits for time entry for any TRC Type. For example, if maximum is set as 8, and you enter 10, the system will generate an exception stating that you entered an amount above the maximum for this TRC. This element should not be used if the TRC is synchronized with a Flat Amount NA Earnings Code.

Multiplication Factor

Use the Multiplication Factor to calculate hourly earnings, such as overtime or double time, for which the earnings are multiplied by a specific number or factor: 1.5 for overtime, 2.0 for double time, and so on. If you change the value in this element, the system will display a message indicating that this change may invalidate estimates that are already calculated. This element is factored into the calculation of estimated gross for hours and units TRC Types.

Rate Adjustment Factor

Use the Rate Adjustment Factor to establish a dollar amount to apply to adjustments in pay rates. For example, if your union negotiated a $0.30 per hour cost of living adjustment, you would enter 0.3 in this field for any applicable earnings, such as regular, overtime, vacation, and sick. Any employee getting any one of these types of earnings will be paid $0.30 per hour, in addition to the compensation rate specified on their job record. This element is factored into the calculation of estimated gross for hours and units TRC Types.

Flat Amount

The Flat Amount only displays if you are synchronizing your TRC to a NA Earnings Code with a Flat Amount Payment Type. This is to assist you in knowing how the Earnings will be paid if your are using NA Payroll. If you report a QTY that differs from the defined Flat Amount, you can include a delivered rule in your Rule Program that will replace the QTY with the defined Flat Amount on the TRC.

The system handles this field differently based on your synchronize selections. See the table under Synchronizing TRCs With NA Earnings Codes for a description of these differences.

Rate

The Rate only displays if you are synchronizing your TRC to a NA Earnings Code with a Unit/Override Payment Type. This is to assist you in knowing how the Earnings will be paid if you are using NA Payroll. If you report an Override Rate that differs from the defined Rate, you can include a delivered rule in your Rule Program that will replace the Override Rate with the defined Rate on the TRC.

This element is factored into the calculation of estimated gross for hours and units type TRCs.

The system handles this field differently depending on your Sync elections. See the table under Synchronizing your TRCs With NA Earnings Codes for a description of these differences.

TRC Category

Use the TRC Category field to specify whether to group this TRC to a TRC Category. For example, the TRC of REG could be assigned to a TRC Category of Time Worked.

Only one category can be assigned to a TRC.

Note. This field only appears if a value of Hours is selected for the Type field.

In addition, on the TL Installation Table, the Display Reported Hours Summary field needs to be selected to show TRC Categories on the Approve Payable Time page, and/or the Time Reporting page.

TRC Approval Option

Use the TRC Approval Option field to specify whether time needs approval. Valid values are None, Payable Time, Reported Time, or Reported and Payable Time.

Payroll System

Select the Payroll System from which you want to select an Earnings Code and ultimately map to the TRC. If you selected to Map to NA Earnings Code and Synchronize fields, the system automatically populates this element. You can choose to map this TRC to several Payroll Systems by clicking the + button to insert new rows and entering the appropriate data. The values for the Payroll System default from the values you set up your Pay System Options page. You don’t have to save the page and return to establish a TRC relationship with multiple Payroll Systems.

Earnings Code

When you select a Payroll System and tab out of the element, the system displays the Earnings Code field. Select the Earnings Code you want to map to this TRC. If you selected to Map to NA Earnings Code and Synchronize fields, the system automatically populates this field making it unavailable for entry. The values displayed in the drop-down list depend on the Payroll System that you have selected. If you chose NA Payroll, the list comes from the Payroll for North America Earnings Code Table, if you selected GP Pay, the values come from the Global Payroll Earnings Code Table.

Note. When you manually map a TRC to a GP code, we only display active Earnings and Take Codes. If you need to inactivate a Pin code on the Payroll side after mapping a TRC, you need to look at the TRCs to which the code is attached and inactivate the mapping here. The same is true if you manually map a TRC to a NA Earnings Code.

You can also use this element to establish a TRC that calculates Estimated Gross a different way than how the NA Earnings Code may be paid. In this case, you would not use the Synchronize feature for mapping the TRC to a NA Earnings Code.

Status

Select a Status for the Earnings Code mapped to this TRC. Valid values are Active and Inactive. If you selected to Map to NA Earnings Code and Synchronize fields, the system automatically populates this field for you, and it is unavailable for entry. If you manually choose a Payroll System and Earnings Code, the system populates this field with the status of the Earnings Code, which you can change, if necessary. If you change the status to Inactive, you are inactivating the relationship between the TRC and Earnings Code. You are not inactivating the TRC itself.

If the Status of the Earnings Code mapped to the TRC changes, the system automatically displays the changed status of the Earnings Code in this field for TRCs synchronized with NA Payroll Earnings Codes. You have to manually change the status for TRCs mapped to Global Payroll or other pay systems.

Absence (AM) Take Code (absence management take code)

Select the Absence Management AMTake Code that you want mapped to this TRC. In Absence Management (AM), you create a Take Code for each type of valid absence. The take element is a rule that defines the conditions that must be met in order for an absence to be paid. When entering absences, you need to enter the appropriate Take Code so the system can track absences properly and apply the correct rules for compensation.

If you are using Global Payroll with Time and Labor, you must enter all absences through GP.

Note. An active Absence Take Code should only be mapped to one TRC.

GP Earnings Code (global payroll earnings code)

Select the GP Earnings Code for mapping costs back to Time and Labor from GP.

Absence Earnings Code

Select the Absence Earnings Code that you want mapped to this TRC.

North America Earnings Code

Select the North America Earnings Code that you want mapped to this TRC.

Actual Hours

Select this option to specify that the reported hours represent Actual Hours worked.

Compensation Only Hours

Select this option to specify whether the reported hours represent Compensation Only Hours. For example, in administering overtime, you may define a rule stipulating that an employee is entitled to time and a half for all hours worked beyond 8. So, if the employee works 10 hours, they get a premium for the 2 extra hours worked—the premium being the "half" of "time and a half." In this scenario, you want to be able to report the premium hours as Compensation Only Hours. Units and Amount TRCs should be Compensation Only.

These options provide information only for the time that is reported and are not used in rules processing. You can use these options for reporting purposes.

Send to Payroll

The system selects this flag if any Earnings Code is mapped to the TRC; if one is not, the system clears it. The system only extracts Payable Time for a pay system that has the Send to Payroll Flag selected.

The system uses this flag to determine what time should be closed that is not going to a payroll system. When the Send to Payroll Flag is cleared, Time Administration sets the time to a Needs Approval payable time status.

If the Send to Payroll field is selected, it overrides the Workgroup setting and requires time to be approved.

If the TRC is synchronized with a NA Earnings Code and you decide to inactivate or delete a row on the NA Earnings Code, we recommend that you re-synchronize the TRC so that the attributes such as this flag are kept correctly synchronized.

Send to TCD

Select this flag if you want this TRC sent to your Time Collection Device (TCD). You attach a TRC Program to a TCD and if the TRC is part of that TRC Program, it will get sent to your TCD.

Publish to Projects

Select this field if you want your TRC sent to the Projects application.

Effect on Comp/Leave

Select No Comp Time Effect, Comp Time Earned, Comp Time Taken, Leave Taken or Avoid Replacing by Rules for this TRC from the drop-down list. Select Comp Time Earned if you want this TRC to be used for earnings for Comp Time that are in lieu of overtime. You should map your Comp Time Earned TRC to a NA Earnings Code that does not add to gross pay. Select Comp Time Taken if you chose to map to a NA Earnings Code that adds to Gross Pay. Comp Time Earned and Comp Time Taken TRCs can be associated to a Compensatory Time Off Plan in order for them to be displayed in the Weekly reporting pages. They must exist in the time reporter’s TRC Program and assigned Comp Plan in order for Compensatory Time Off to be validated correctly.

Select Leave Taken for TRCs such as vacation, sick, or leave time. In order for the system to process Leave Time correctly, make sure you map the Leave Taken TRC to a NA Earnings code that has a Payment Type of Either Hours or amounts, Hours Only, or Both Hours and Amounts. You must ensure that your NA Earnings Code is associated to a Leave Plan Type and you have selected the Taken check box under the Add to Accrual Balance section of the Earnings Code setup. Also make sure the time reporter is assigned to a Leave Plan Type of Sick, Vacation, or whatever Leave Plan Type you want to use, as well as having the association to a specific Leave Plan.

Comp Time Earned, Comp Time Taken, or Leave Taken TRCs must have a TRC Typeof Hours. You cannot change these values if the TRC is attached to an active Comp Time Plan.

If the Time Reporter enters a negative amount for Comp Time Earned or Comp Time Taken, the system will consider it an adjustment. If the Time Reporter enters a negative amount for Comp Time Taken, the system will create a refund for the Time Reporter’s balance. If the Time Reporter enters a negative amount for Comp Time Earned, the system will deduct the amount from the Time Reporter’s balance.

The Avoid Replacing by Rules value gives users control over TRCs that should or should not be reduced as a result of daily or weekly overtime rules. Users need to change the TRCs eligible for rules processing but not eligible for reduction as a result of replacing rules (overtime, holiday , jury duty and so).

Note. If the TRC is an absence TRC, then the Effect on Comp/Leave field is set to None, as absences reported in Absence Management are not validated.

Comment

Enter comments to describe details about the TRC when used in reporting time. For example, you may want to record information for this TRC about why an employee was absent, or you may want to include specific information about meetings.

TRC Program

TL_TRC_PGM_PNL

Set Up HRMS, Product Related, Time and Labor, Time Reporting, TRC Program

Define TRC’s that will belong to a TRC Program.

Copy TRC Program

TL_TRC_SAVE_AS_PNL

Set Up HRMS, Product Related, Time and Labor, Time Reporting, Copy TRC Program

Copy a Time Reporting Code Program to use when creating a new Time Reporting Code Program. You must first define your Time Reporting Codes using the TRC Setup Page, and then your TRC Programs using the TRC Program Page.

TRC Program ID

Enter a new TRC Program ID for your Target TRC Program. After saving the page, you can return to the TRC Program page in correction mode to make changes.

Unit of Measure

TL_UNITS_PNL

Set Up HRMS, Product Related, Time and Labor, Time Reporting, Unit of Measure, Unit of Measure

For clients who do not interface to PS Projects, use this page to establish Unit of Measure values. For clients who interface to PS Projects, use this page to view Unit of Measure values established in your PS/Projects application. If you are using PS/Projects,, the values for Unit of Measure will automatically be populated for you through Application Messaging, with the UOM_FULLSYNC message

Unit of Measure

The system displays the Unit of Measure code you entered to access this page.