Friday, April 24, 2009

What is the purpose of a TRC Category in Time and Labor?

Peoplesoft introduced a new definition in Time and Labor 8.9 called Time Reporting Category. A new field was introduced in the TRC Setup page, where a TRC could be mapped to a category. A TRC Category can be used to group functionally similar TRCs together. For example, if your organisation uses three different over time TRCs like OT1, OT2 and OT3 for different rates of overtime - you could create a TRC Category called Over Time and link the above three TRCs to this.
But where exactly is this new definition used?

The primary purpose of this new definition is to populate the newly introduced grid called 'Reported Hours Summary' in the Timesheet page. This grid gives the summary based on the TRC Category reported in the timesheet. This is specifically useful as a single snapshot view of the summary of various categories of time reported in a period. For example, suppose there are three TRC Categories like Regular, Overtime and Absence. In a week an employee has reported 4 hours of Regular time on three days, 2 hours of OT1 TRC on one day, 2 hours of OT2 TRC on one day, 8 hours of Sick Leave on one day and 3 hours of Bereavement Leave on one day. When this is summarised based on the TRC Categories - the viewer very clearly gets the picture that the employee reported a total of 12 hours of Regular Time, 4 hours of Over Time and 11 hours of Absence in the week.

Another potential use of the TRC Category definition is in reports to group TRCs together. Reports based on the TRCs reported, like overtime reports are very common in any implementation. In this case, it will be useful to create a single TRC Category called Over Time and link all the Over Time TRCs to that category and later use the category in the report rather than hard coding the TRC names.

You will also notice that this new definition has a mention in the Time and Labor installation page also, where we can control whether it should appear in the timesheet page. Even though its a very small functionality enhancement, I will advice any implementation that has more than 10 TRCs, to consider the use of well segmented, logical TRC Categories.

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