Monday, March 25, 2013

PeopleSoft 9.2 feature review - TRC display control based on role

A very welcome enhancement in PeopleSoft Time and Labor 9.2 is the ability to restrict the display of TRCs on the timesheet depending on the role of users.

What is this enhancement about?
It is possible to restrict the display of a TRC in the timesheet page depending on whether the user is an employee, manager or administrator.

What is the benefit of this enhancement?
Most organisations with complex Time and Attendance requirements have the need to display different TRCs to different users, based on their role. This is a customisation in versions prior to 9.1. Thus, this enhancement will help customers go with a vanilla solution and increases the maintainability of the application.

How were the TRCs displayed prior to v9.2?
The TRCs displayed for a certain employee was controlled by the TRC Program attached to the workgroup of an employee. Any user accessing an employee's timesheet was able to see all active non-absence management and non-rule Time Reporting Codes in the timesheet. Thus, conditional display of TRCs to different users was not possible prior to v9.2.

Where can this be setup?
The setup for conditional TRC display is to be done in the TRC Program setup page.
The TRC Program page in v9.2 is shown above. You will notice, two new fields on this page:
a. TRC Access: The TRC access field can be used to indicate the user roles that can have access to the particular TRC. The options available are: Administrator Only, Manager or Administrator Only and No Restrictions. Only those TRCs setup with a TRC display option of 'No Restrictions' will be available in ESS. 

b. Ordering sequence: The ordering sequence field can be used to order the TRCs in the drop down in the timesheet page. This is again a small, yet useful enhancement to the product.

How does the system determine whether a user is an employee, manager or administrator?
Here is some undocumented insight into how the system determines the level of a certain user's access:
a. A user is treated as an employee if the timesheet page is accessed through the ROLE_EMPLOYEE menu.
b. A user is treated as an administrator if the timesheet page is accessed through the ROLE_MANAGER menu and if the user has access to the TL_MSS_TIMESHEET page in the DEFINE_TIME_AND_LABOR menu.
c. A user is treated as a manager if the timesheet page is accessed through the ROLE_MANAGER menu and if the user does not have access to the TL_MSS_TIMESHEET page in the DEFINE_TIME_AND_LABOR menu.

For the most in-depth and comprehensive reviews of Time and Attendance functionalities in PeopleSoft 9.2, click here.

Have questions or want to discuss on this further?
We have a dedicated HR Tech lab researching the new features of 9.2 as well as developing innovative solutions utilising 9.2/8.53 features. If you want to discuss further on this new feature or on 9.2 in general, mail into jiju@hroiconsulting.com




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