Timecard Approval Validation

Ensure that the timecard automatically refreshes with updated information by selecting the confirmation button on the timecard approval form.

An organization enables the Timecard Approval Validation process and configures the process to display the timecard partial approval form.

A contract employee works on multiple short-term contracts for the organization.

For each new contract, updates are made to the employee's primary job in their People record that reflect the "home" location of each contract.

The employee works at two different locations during a particular week. Monday through Wednesday, the employee works at location A, and Friday through Sunday, at location B.

The manager at location A reviews the timecard for the entire week and then clicks the approve button. The workflow validation detects that validation conditions are not met and displays a workflow slider which informs the manager that the timecard is partially approved. Days on which the employee reports to another manager are listed on the form. The manager clicks the confirmation button to acknowledge the partial approval.

Before you configure this business process, you must do the following:

• Attestation condition: Create an attestation condition type of Always. See the Attestation Conditions topic.

• Attestation buttons: Create an attestation button. Set the button type as Timecard Action and the button subtype as Approve. See the Attestation Buttons topic.

• Attestation assignments: After you have deployed the Timecard Approval Validation model, create an attestation assignment. Select the appropriate attestation condition, attestation button, and business process model under Punch The entries on a timecard that mark the beginning (in-punch) or end (out-punch) of a work interval, such as the beginning of a shift or transfer. Button Workflow.

  Add the assignment to the manager's attestation profile.

  Note: You must add the Attestation Process to the Attestation Profile that is assigned to managers who use the Timecard Approval Validation business process.

Version history

Version	Description
1	Initial release.

Note: The process for configuring and deploying this and other Business Process Extensions is the same as all Business Process models.

1. Migrate the process model to the tenant Migrate the Timecard Approval Validation process model to the customer tenant using Setup Data Manager (SDM) Moves and manages configuration data across software and hardware environments. (SDM Setup Data Manager moves and manages configuration data across software and hardware environments.).

   1. Log in to the appropriate tenant.

   2. Go to Main Menu > Administration > Setup Data Manager.

   3. Select the Source tenant where the Process Model resides, and select the template to copy. It is a .zip file. A message appears in the Source column: Source: Import from <filename>.zip.

   4. Click Tap Review and Publish. The Publish Summary panel appears.

   5. Review the Publish Summary panel. It lists the items that were extracted from the migration file. If you approve, click tap Publish with Comment or just Publish.

   6. Click Tap Go to Publish History at the bottom of the panel to view the status of the data transfer. The Publish History page contains a table that lists the items you have published. If there were errors during the transfer, the button under the Errors column for that row is black.

   7. To view details, click tap the appropriate row and click tap View Selected.

   8. On the History for publish run page, click tap Show all to view the setup data that you published, and the errors that occurred, if any, listed by item type and name.

2. Configure the Timecard Approval Validation decision tables

   Note: Decision tables are configurable based on user requirements and can be changed accordingly. These tables are dynamic and can be updated at any time without redeployment of the process model.

   1. Go to Main Menu > Administration > Application Setup > Business Process setup > Process Models.

   2. Select the TimecardApprovalValidation_v1 process and click tap Edit. The process model enters edit mode.

   3. Select the Decision Tables tab.

   4. Click Tap Everyone's, and then select the decision table to edit.

   5. Click Tap Decision Table Editor to add or update the rows in the table.

   6. Click Tap Save and close.

   7. Edit the following decision tables:
      Caution:

      • Values entered in the decision tables are case-sensitive, and must match configured values in the system.

      • Do not remove variables, variable names, or variable types from any decision table.

      • TimecardApprovalValidation_v1_InternalParameters — Controls internal GTOR document attachment with DMP parameters.

        Timecard Approval Validation — Internal Parameters decision table structure

        Parameter name	Description	Default value
        Admin	Admin user for API calls.	SERVICES-LEVEL3
        ManagerPersonId	Name of the manager who approves the timecard.	originator
        TimecardStartDate	Timecard start date.	tcStartDate
        TimecardEndDate	Timecard end date.	tcEndDate
        TimecardEditJson	Employee timecard JSON.	Timecard_edits

      • TimecardApprovalValidation_v1_Parameter — Used to dynamically retrieve parameters.

        Timecard Approval Validation — Parameter decision table structure

        Parameter name	Description	Default value
        ShowPartialSummaryApprovalForm	Determines whether the approval form displays rejected dates. Yes — Display the form. No— Do not display the form.	Yes
        EnableLaborCategoryValidation	Determines whether to enable labor category validation. Yes — Enable labor category validation. No — Do not enable labor category validation.	No
        ValidateTransferredIn	Determines which job to reference during timecard approval validation when a transfer occurs on the In punch. Primary Job — Allows approval when the employee's primary job belongs to the manager's employee group Transfer Job Jobs that an employee can perform but that are not the employee's primary job. — Allows approval when the employee's transfer job belongs to the manager's employee group. Note: Approval is NOT allowed when neither the employee's primary nor transfer jobs are part of the manager's employee group.	Primary Job
        ValidateTransferredOut	Determines which job to reference during timecard approval validation when a transfer occurs on the Out punch. Primary Job — Allows approval when the employee's primary job belongs to the manager's employee group Transfer Job — Allows approval when the employee's transfer job belongs to the manager's employee group. Note: Approval is NOT allowed when neither the employee's primary nor transfer jobs are part of the manager's employee group.	Primary Job
        DateListBulletSymbol	Identifies the symbol that precedes the date when a list of dates displays. For example, if the DateListBulletSymbol *, a date list displays as: * Thurs 2/13 * Fri 2/14	Empty (blank)

      • TimecardApprovalValidation_v1_Locale — Allows translation of business process messages and labels on the task form into different languages.

        Timecard Approval Validation — Locale decision table structure

        Parameter name	Description
        Key	Key for which localization is defined.
        LocalePolicy	Locale Policy. You can use an asterisk (*) as a wildcard, but put the less-restrictive locale policy names at the bottom of the table because the integration scans cross-reference tables from the top.
        Message	Form label or message shown as the result of a processing error.

        Note:

        • Localization of business process workflows remains optional, but is supported.

        • The decision table holds all messages represented with standard English labels; these apply to all locales when the Locale is set to a wildcard (*).

        • Some or all messages can be translated by adding lines to the table in their preferred translation for specific locales. Messages for the most commonly used Locale Policy should be defined at the top of the decision table. Text within tags ("<>") must not be changed.

        • Names of the parameters in the decision table column Parameter Name must be used as is. If any parameter value needs to be localized for a different Locale Policy, copy the Parameter Name with the * Locale Policy, add a new row to the decision table with the appropriate Locale Policy, and then add the localized values in the Message column.

        • The last row in the decision table must remain empty ("!=empty".)

        Timecard Approval Validation — Locale sample content

        Key	LocalePolicy	Message
        Error_API	!=empty	#APIError# Caution: The custom tag is case-sensitive and must not be modified.
        Error_EmptyValidDates	!=empty	Timecard not approved.\n\n You do not have permission to approve the timecard because the employee did not work under your supervision for the selected date range.
        Error_InvalidValidateLaborCategory	!=empty	Invalid value provided for parameter EnableLaborCategoryValidation.
        Error_InvalidValidateTransferredIn	!=empty	Invalid value provided for parameter ValidateTransferredIn.
        Error_InvalidValidateTransferredOut	!=empty	Invalid value provided for parameter ValidateTransferredOut.
        Error_ReApproval	!=empty	The timecard has already been approved for the following date range:\n
        Error_Script	!=empty	Script failure in #error_component# Script Task in Line Number #error_line#. Error Message: #error_message# Caution: Custom tags are case-sensitive and must not be modified.
        Label_Close	!=empty	Close
        Label_PartialApprovedHeaders	!=empty	You do not have permission to approve the following days:\n
        Label_TimecardApproval	!=empty	Timecard Approval
        Label_TimecardApprovedPartially	!=empty	Timecard partially approved.
        Message_GenericErrorString	!=empty	Generic Runtime Error
        Message_SysAdminErrorString	!=empty	Please contact the system administrator.

3. Deploy the updated Timecard Approval Validation business process model

   Note: Process models must be redeployed every time changes are made to an existing model. Re-deployment is not required for decision table changes.

   Follow these steps to deploy the process model. For detailed information, see the online help topic Deploy Business Process Models.

   1. Go to Main Menu > Administration > Application Setup > Business Process Setup > Process Models.

   2. Select the TimecardApprovalValidation_v1 model and click tap Deploy .
   3. On the Business Process page, configure the required parameters and deployment dates.
      • (Optional) In Description, enter Timecard Approval Validation.
      • In Display Name, enter TimecardApprovalValidation_v1.
      • In Start Effective, select the effective start date.
      • In End Effective, select Forever to make the Business Process available indefinitely.
      • In Status, select Active.
      • In Action List, select Hide.
      • In Tile A container that provides navigation or action from its summary view. List, select Hide.
      • In GoTo List, select Hide.
      • From Template Categories, select Attestation.
   4. Click Tap Save and then Return.