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

2. 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

3. 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
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4. CWK Integrated Flow
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5. CWK Procurement with Oracle Service Procurement
Presentation Title
CWK Procurement with Oracle Service Procurement
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6. 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
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7. 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
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8. PO: Link Job to Job Category
Only jobs linked to purchasing category can be used for Services Procurement
Setup > Purchasing > Job Category Association
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9. PO: Line Type for Labor Rate Based Temporary Labor
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10. PO: Enter CWK Information
Enter CWK Information in the Temporary Labor tab
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11. CWK HR Assignments Presentation Title
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12. 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
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13. 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
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14. CWK: Enter Person Details
Enter CWK Details
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15. CWK: HR Assignment
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16. CWK: Time Entry Presentation Title
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17. 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

18. 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.
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19. CWK: PO Receipt Generation
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20. CWK: OTL and PO integration
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21. CWK: Expenses Entry Presentation Title
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22. 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
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23. CWK: Expense Processing
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24. CWK Processing with Projects
Presentation Title
CWK Processing with Projects
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25. 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
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26. 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
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27. 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
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28. PA: Cost Reporting
Contingent Worker Costs details can be viewed using the following standard forms:
Expenditure Inquiry
Project Status Inquiry
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29. 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.
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30. PA: Implementation Option
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31. PA: Auto Accounting Setup
Contingent Worker Labor: function transaction to support the contingent worker cost accounting for the Labor Cost Clearing Account.
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32. 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.
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33. 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.
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34. 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
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35. 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.
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36. 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 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
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37. 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
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38. Q & A Presentation Title
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39. Presentation Title