Presentation Title Mohan Dutt Hyperion Solutions Corporation Setup and Use Contingent Workers in Projects, Internet Expenses and OTL Mohan Dutt Hyperion Solutions Corporation

Introduction Contingent Worker (CWK) functionality  helps to enable contractors working for the consulting group in charging time and expenses to projects. The presentation highlights the setups and the process flows for CWK functionality in HR, Projects, Internet Expenses and Oracle Time and Labor (OTL).  Integration of CWK functionality with new features in OTL and Service Procurement to record time and payment processing is also discussed. Copyright © 2006, Mohan Dutt NorCal OAUG Training Day 2006

Learning Objectives HOW TO: Procure contingent workers Assign contingent workers to projects and tasks Monitor the work performed by contingent workers Process contingent worker timecards and expense reports Track and report contingent worker costs Copyright © 2006, Mohan Dutt NorCal OAUG Training Day 2006

CWK Integrated Flow Copyright © 2006, Mohan Dutt NorCal OAUG Training Day 2006

CWK Procurement with Oracle Service Procurement Presentation Title CWK Procurement with Oracle Service Procurement Copyright © 2006, Mohan Dutt NorCal OAUG Training Day 2006

CWK: Services Procurement New purchase order line types allow you to: Specify contractor start and end dates Define fixed price or rate based agreements Specify price differentials on rate based agreements Automatically generate purchase order receipts from timecards entered in OTL Copyright © 2006, Mohan Dutt NorCal OAUG Training Day 2006

PO: CWK Profile Options Set PO: Enable Services Procurement to Yes at the site level PO: UOM class for temp labor services PO: Contractor Assignment completion warning delay PO: Amount billed threshold percentage POR: Contractor expense line type POR: Re-approval after contractor assignment Copyright © 2006, Mohan Dutt NorCal OAUG Training Day 2006

PO: Link Job to Job Category Only jobs linked to purchasing category can be used for Services Procurement Setup > Purchasing > Job Category Association Copyright © 2006, Mohan Dutt NorCal OAUG Training Day 2006

PO: Line Type for Labor Rate Based Temporary Labor Copyright © 2006, Mohan Dutt NorCal OAUG Training Day 2006

PO: Enter CWK Information Enter CWK Information in the Temporary Labor tab Copyright © 2006, Mohan Dutt NorCal OAUG Training Day 2006

CWK HR Assignments Presentation Title Copyright © 2006, Mohan Dutt NorCal OAUG Training Day 2006

CWK: HR Assignment The new HR person type: Contingent Worker allows one to: Track contingent worker assignment history Periods of service Breaks in assignments Positions Supervisors Track worker and supplier relationships Copyright © 2006, Mohan Dutt NorCal OAUG Training Day 2006

CWK: Profile Options HR: Expand Role of Contingent Worker set to Yes at Site Level HR: CWK in Head Count Reports HR: Use Global Contingent Worker Numbering HR: Contingent Worker Manager Actions Menu HR: Contingent Worker Personal Actions Menu Copyright © 2006, Mohan Dutt NorCal OAUG Training Day 2006

CWK: Enter Person Details Enter CWK Details Copyright © 2006, Mohan Dutt NorCal OAUG Training Day 2006

CWK: HR Assignment Copyright © 2006, Mohan Dutt NorCal OAUG Training Day 2006

CWK: Time Entry Presentation Title Copyright © 2006, Mohan Dutt NorCal OAUG Training Day 2006

CWK: Time Entry The new OTL layouts for contingent workers support : Association of time entries to purchase agreements Automation of timecard approval routings Generation of purchase order receipts from approved timecards Copyright © 2006, Mohan Dutt NorCal OAUG Training Day 2006

CWK: Time Entry Processing Project references are entered on the purchase order. Project and purchase order information are entered on the timecard. Receipts can be created against the PO by running the concurrent program: “Retrieve Time from OTL” in Purchasing. During costing of the timecards in Projects, the PO Rate is applied and the PO commitment amount is reduced. When the invoice amount is different from the PO amount, AP records invoice price variances and/or exchange rate variances. These variances are then interfaced to Projects by running PRC: Interface Supplier Costs. Copyright © 2006, Mohan Dutt NorCal OAUG Training Day 2006

CWK: PO Receipt Generation Copyright © 2006, Mohan Dutt NorCal OAUG Training Day 2006

CWK: OTL and PO integration Copyright © 2006, Mohan Dutt NorCal OAUG Training Day 2006

CWK: Expenses Entry Presentation Title Copyright © 2006, Mohan Dutt NorCal OAUG Training Day 2006

CWK: Expenses Entry New features in Oracle Internet Expenses support: Entry of expense reports on behalf of contingent workers Automated approval routings Payment to Supplier not the contingent worker Copyright © 2006, Mohan Dutt NorCal OAUG Training Day 2006

CWK: Expense Processing Copyright © 2006, Mohan Dutt NorCal OAUG Training Day 2006

CWK Processing with Projects Presentation Title CWK Processing with Projects Copyright © 2006, Mohan Dutt NorCal OAUG Training Day 2006

CWK: PA Processing PA features enhanced to support contingent workers: Project staffing and work execution Timecard processing Expense report processing Cost reporting Updated Schedule Progress Resources Issues & Changes Workplan Status Reports Deliverables Copyright © 2006, Mohan Dutt NorCal OAUG Training Day 2006

PA: Timecard Processing PA supports the following time entry methods for contingent workers: Oracle Time and Labor (OTL) Microsoft Excel/Transaction Import Pre-approved Expenditure Batches Copyright © 2006, Mohan Dutt NorCal OAUG Training Day 2006

PA: Expense Report Processing When self-invoicing is desired, Oracle Projects supports the following expense report entry methods: iExpenses, Transaction Import and Pre-approved Batch Entry Copyright © 2006, Mohan Dutt NorCal OAUG Training Day 2006

PA: Cost Reporting Contingent Worker Costs details can be viewed using the following standard forms: Expenditure Inquiry Project Status Inquiry Copyright © 2006, Mohan Dutt NorCal OAUG Training Day 2006

PA: Resource List setup for PSI In Resource List, one can use supplier to segregate contingent labor from employee labor. One can segregate costs by assigning contingent workers to a unique organization. Copyright © 2006, Mohan Dutt NorCal OAUG Training Day 2006

PA: Implementation Option Copyright © 2006, Mohan Dutt NorCal OAUG Training Day 2006

PA: Auto Accounting Setup Contingent Worker Labor: function transaction to support the contingent worker cost accounting for the Labor Cost Clearing Account. Copyright © 2006, Mohan Dutt NorCal OAUG Training Day 2006

PA: Auto Accounting Setup Contingent Worker Expenses: function transaction to support the various rules based on the Person Type. This is available in defining the expense report liability account. Copyright © 2006, Mohan Dutt NorCal OAUG Training Day 2006

PA: Transaction Control Transaction control window has been changed to include the new transaction control to restrict costs to either Employees or Contingent Workers or All. Copyright © 2006, Mohan Dutt NorCal OAUG Training Day 2006

PA: Form Changes Transaction Review (PAXTRIMP.fmb) Person_Type added for data entry PO number, PO line number, PO price type added to display purchasing information Pre-Approved Expenditure Entry (PAXTREPE) LOV for employee is modified to show contingent worker with valid assignments. New Column Person_Type is populated with ‘CWK’ if the expenditure is entered for contingent worker, for employees column is populated with ‘EMP’. Expenditure Inquiry (PAXTRAPE) LOV for employee in the find window is modified to show contingent workers The PO information is displayed in expenditure items block Copyright © 2006, Mohan Dutt NorCal OAUG Training Day 2006

PA: Concurrent Program Changes PRC: Interface Supplier Costs – Modified to support the new implementation option ‘Import contingent workers time cards with PO integration’ PRC: Distribute Labor Costs – Modified to support contingent labor integration with PO, if it is integrated to PO then the labor-costing program derives the rate from PO line. PRC: Distribute Expense Report Costs – Modified to support new parameter called person type which is introduced to differentiate an employee expense report transaction from contingent worker expense report transaction. This is also used to derive the debit account for the expense transaction. PRC: Distribute Total Burdened Costs – Process modified to ensure that in case of separate line burdening no commitment encumbrances are inserted during the interface of total burdened costs to GL because of the ‘D’ lines. Copyright © 2006, Mohan Dutt NorCal OAUG Training Day 2006

PA: Concurrent Program Changes PRC: Interface Usage and Miscellaneous cost to General Ledger - Modified in case of burdening on separate item, the burden cost directly move from PO encumbrance to Actual for Contingent worker timecards PRC: Interface Labor Costs to General Ledger - Modified to support the new Implementation Option provided. Determines whether the contingent worker labor costs need to be interfaced to GL. PRC: Interface Expense Reports to Payables - Modified to allow the users to differentiate the contingent labor from an employee. The following two new function transactions are introduced: 1. All Employee 2. All contingent worker PRC: Transaction Import - To support contingent labor all the WEB ADI templates for timecards are modified to have the facility to add PO information. Accordingly, following new columns are added: 1. PO Number 2. PO Line Number 3. PO Price Type & Person Type Copyright © 2006, Mohan Dutt NorCal OAUG Training Day 2006

Patch Levels Required Oracle HRMS – HRMS 11i.HR_PF.G Oracle Purchasing - Supply Chain Management  11i.FP.J  Oracle Time and Labor – 11i.HXC.H Oracle iExpenses – 11i OIE. Patch Level H Oracle Payables - Financials FP.F Oracle Projects – Projects 11i.PA.FP_M Copyright © 2006, Mohan Dutt NorCal OAUG Training Day 2006

Q & A Presentation Title Copyright © 2006, Mohan Dutt NorCal OAUG Training Day 2006

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