Using HR & Projects – Capture Resource Time & Expense (CWK Flow) Presented by: Michael Lennon Company: BizTech Session ID: 9914 Please silence your cell phones ObjecEve: • Understand business flows and integraEon points between HR, OTL, iExpenses, and Projects for T&E processing • Familiarize yourself with the ConEngent Worker (CWK) Flow • Review key configuraEon and implementaEon consideraEons relaEng to people resources for T&E processing Overview • • • • • IntroducEon Projects Flow Review ConEngent Worker (CWK) Flow R12 Enhancements &ImplementaEon ConsideraEons Q & A About Mike Lennon • • • • • • • • PracEce Director, BizTech 15 Years EBS Experience Accountant, CPA BA Catholic University MBA Villanova University Professional Services New Born (Boy!!! – Griffin) Golf About BizTech • Leading Mid-‐AtlanEc Oracle PlaEnum Partner and IT Services firm focused on Oracle ApplicaEons and Technology soluEons • Over 400 successful Oracle implementaEons over the past 15 years • Based in King of Prussia, PA with offices in New Jersey, New York City and Washington DC • Service Fortune 500 companies, organizaEons and government agencies • 100 + Oracle cerEfied and experienced consultants Client-‐Centric PracEce Areas Oracle ApplicaEons • Full Porgolio of Oracle ApplicaEons SoluEons • ImplementaEon, Upgrade, MigraEon • Since 1990 MPL6 to R12 Experience • Over 400 successful implementaEons to date Oracle ApplicaEons Oracle Technology BI/EPM Oracle Technology and Business Intelligence • End to end service offering in BI and EPM • Fully staffed team of Data Architects and DBAs • Solid experience in RAC, HA and HS designs • Understand full Oracle technology stack Clients Managed Oracle Services SoPware ITO Provider Managed Services and IT Outsource • Remote or Onsite services • Full porgolio of Oracle ApplicaEons and Technologies • World-‐Class Data Center with 24x7 Support • Instant capacity, operaEonal focused business model Oracle SoPware Provider • Full Porgolio of Oracle License Resell • Help Clients OpEmize License models • RapidApp BI Sojware for the agile enterprise • RapidApp Auditor to manage change and GRC Microsoft Project Primavera Project Management Project Resource Management Employees, Jobs, Organizations Oracle Project Connect Oracle Projects Project Schedule Sales Project Creation Cash Mgmt Project Cash Forecasts Project Collaboration Receipt Accruals Commits Purchasing iProcurement Project Costing & Billing Actual Costs Commits Expense Reports Payables iExpenses Timecards, Schedule Time & Labor Invoices Invoice Adj’s Cash App Receivables Issues Capitalized Asset Costs Assets SLA General Ledger Human Resources Inventory Generate Costs Cross Charges Budgets Generate Revenue Single COA Used Microsoft Project Primavera Project Management Project Resource Management Employees, Jobs, Organizations Human Resources Timecards, Schedule Time & Labor Invoices Invoice Adj’s Cash App Receivables Oracle Project Connect Oracle Projects Project Schedule Sales Project Creation Cash Mgmt Project Cash Forecasts Project Collaboration Receipt Accruals Commits Purchasing iProcurement Project Costing & Billing Actual Costs Commits Expense Reports Payables iExpenses Issues Capitalized Asset Costs Assets SLA General Ledger Inventory Generate Costs Cross Charges Budgets Generate Revenue Single COA Used What is a ConEngent Worker (CWK)? • Temporary employee who is contracted for a statement of work, paid according to contract terms, and draws no benefits that are commonly available to regular employees. When the contract ends, the temporary employee is finished. • Includes subcontractors, temporary/part-‐Eme employees, independent contract workers, consultants, seasonal employees, and interns. CWK OperaEonal Challenges Paper-Based Processes Service Requestors Service Requests & Service Orders Invoices & Expenses Agreements & Negotiated Rates HR & Project Management Service Providers Time Cards / Service Receipts Legal & Finance Budgets & Expenses HR & Project Records Siloed Departmental Systems Informal Provisioning • Off-contract spending • Rampant billing errors • Variable quality • High costs Lack of Visibility • Contract / order / regulatory compliance • Expenses vs. budget • Service delivery details • Performance metrics Poor Collaboration • Quotes, orders, timecards, invoices, etc. • Work assignments • Project status & completion Oracle SoluEon: Services Procurement CWK Flow Requestor Source Requisition Purchase Receive Settle Service Providers Delivery & Performance Management Centralized Information Secure Access • Approved suppliers • Global agreements and contracts • Approved terms and conditions • Certifications and competencies • Real-time performance Human Resources • Recruit candidates • Enter and share contractor performance Standardized Templates • Service request • Supplier request • Contract IT / Projects • Onboard candidates • Manage resources • Track expenses Supplier Collaboration • Respond to RFx / bid • View POs & time cards • Monitor performance Finance • Plan and budget • Reconcile and pay • Manage compliance ConEngent Workers Manage External and Internal Workers the Same Time & Labor Reporting PO Validation Self-Service Expenses Payment Batch Entry via Excel HR, Contractors, Suppliers Project Costs • Define contingent workers • Assign contingent workers to tasks • Process labor costs of contingent workers • Link and validate timecards against supplier purchase orders • Process contingent worker expenses same as employees Financials ConEngent Worker Flow Create CWK Request (Requisition) Import Timecard into Purchasing to create PO Receipts & AP Invoice Approve CWK Request (PO)l Import Timecard into Projects & Distribute Labor Create CWK Assignment (HR) Approve CWK Assignment (WF Approval) Create CWK User Account (SysAdmin) Create & Approve CWK Timecard (OTL - WF Approval) Create & Approve CWK Expense Report (OIE – WF Approval) Import Expense Report into Payables and then Projects Review Project Expenditures & Supplier Invoices Review Contractor Agreement End Result: Manage CWK Spend & Projects CWK Flow CWK Request Create CWK Request (Requisition) Import Timecard into Purchasing to create PO Receipts & AP Invoice Approve CWK Request (PO)l Import Timecard into Projects & Distribute Labor Create CWK Assignment (HR) Approve CWK Assignment (WF Approval) Create CWK User Account (SysAdmin) Create & Approve CWK Timecard (OTL - WF Approval) Create & Approve CWK Expense Report (OIE – WF Approval) Import Expense Report into Payables and then Projects Review Project Expenditures & Supplier Invoices Review Contractor Agreement CWK Request iProcurement Portal CWK Request Job Details CWK Request Supplier, Contractor, Rate Details CWK Request Project Details & Checkout CWK Request Approvals, Review, Submit CWK Flow CWK Approval Create CWK Request (Requisition) Approve CWK Request (PO) Create CWK Assignment (HR) Approve CWK Assignment (WF Approval) Create CWK User Account (SysAdmin) Create & Approve CWK Timecard (OTL - WF Approval) Import Timecard into Purchasing to create PO Receipts & AP Invoice Import Timecard into Projects & Distribute Labor Create & Approve CWK Expense Report (OIE – WF Approval) Import Expense Report into Payables and then Projects Review Project Expenditures & Supplier Invoices Review Contractor Agreement CWK Approval PO Header, Lines, Temp Labor CWK Approval PO DistribuFons CWK Flow CWK Assignment Create CWK Request (Requisition) Approve CWK Request (PO) Create CWK Assignment (HR) Approve CWK Assignment (WF Approval) Create CWK User Account (SysAdmin) Create & Approve CWK Timecard (OTL - WF Approval) Import Timecard into Purchasing to create PO Receipts & AP Invoice Import Timecard into Projects & Distribute Labor Create & Approve CWK Expense Report (OIE – WF Approval) Import Expense Report into Payables and then Projects Review Project Expenditures & Supplier Invoices Review Contractor Agreement CWK Assignment Approval NoFficaFon CWK Assignment Place CWK CWK Assignment Person Details CWK Assignment Assignment Details CWK Assignment Supplier, Rate, Manager CWK Flow CWK User Account Create CWK Request (Requisition) Approve CWK Request (PO) Create CWK Assignment (HR) Approve CWK Assignment (WF Approval) Create CWK User Account (SysAdmin) Create & Approve CWK Timecard (OTL - WF Approval) Import Timecard into Purchasing to create PO Receipts & AP Invoice Import Timecard into Projects & Distribute Labor Create & Approve CWK Expense Report (OIE – WF Approval) Import Expense Report into Payables and then Projects Review Project Expenditures & Supplier Invoices Review Contractor Agreement CWK User Account Assign ResponsibiliFes CWK Flow CWK Timecard Entry Create CWK Request (Requisition) Approve CWK Request (PO) Create CWK Assignment (HR) Approve CWK Assignment (WF Approval) Create CWK User Account (SysAdmin) Create & Approve CWK Timecard (OTL - WF Approval) Import Timecard into Purchasing to create PO Receipts & AP Invoice Import Timecard into Projects & Distribute Labor Create & Approve CWK Expense Report (OIE – WF Approval) Import Expense Report into Payables and then Projects Review Project Expenditures & Supplier Invoices Review Contractor Agreement CWK Flow CWK Timecard Entry & Approval CWK Flow Import Timecard into PO Create CWK Request (Requisition) Approve CWK Request (PO) Create CWK Assignment (HR) Approve CWK Assignment (WF Approval) Create CWK User Account (SysAdmin) Create & Approve CWK Timecard (OTL - WF Approval) Import Timecard into Purchasing to create PO Receipts & AP Invoice Import Timecard into Projects & Distribute Labor Create & Approve CWK Expense Report (OIE – WF Approval) Import Expense Report into Payables and then Projects Review Project Expenditures & Supplier Invoices Review Contractor Agreement Import Timecard into PO Retrieve Time from OTL Create PO Receipt Receiving Trans Processor Create AP Invoice AP Open Interface Import CWK Flow Import & Distribute Timecards in Projects Create CWK Request (Requisition) Approve CWK Request (PO) Create CWK Assignment (HR) Approve CWK Assignment (WF Approval) Create CWK User Account (SysAdmin) Create & Approve CWK Timecard (OTL - WF Approval) Import Timecard into Purchasing to create PO Receipts & AP Invoice Import Timecard into Projects & Distribute Labor Create & Approve CWK Expense Report (OIE – WF Approval) Import Expense Report into Payables and then Projects Review Project Expenditures & Supplier Invoices Review Contractor Agreement Import & Distribute Timecards PRC: TransacFon Import & PRC: Distribute Labor Costs CWK Flow Expense Report Processing Create CWK Request (Requisition) Approve CWK Request (PO) Create CWK Assignment (HR) Approve CWK Assignment (WF Approval) Create CWK User Account (SysAdmin) Create & Approve CWK Timecard (OTL - WF Approval) Import Timecard into Purchasing to create PO Receipts & AP Invoice Import Timecard into Projects & Distribute Labor Create & Approve CWK Expense Report (OIE – WF Approval) Import Expense Report into Payables and then Projects Review Project Expenditures & Supplier Invoices Review Contractor Agreement Expense Report Processing Enter & Approve Expense Reports Import Expense Reports into AP Expense Report Export Process Import Expense Reports into Projects PRC: Interface Expense Reports from Payables R12 Enhancements MulFple PO Assignments per CWK: Purchase Order InformaFon R12 Enhancements ConFngent Worker Clearing Project ImplementaEon ConsideraEons Projects: System Setup & AutoAccounFng for CWK Flow ImplementaEon ConsideraEons HR: Element Links -‐ Use the Element Link window to define groups of assignments that are eligible for an element. ImplementaEon ConsideraEons OTL Alternate Name DefiniFon: Map Expenditure Types to Element Entries ImplementaEon ConsideraEons OTL Preferences: Defines Fmecard layouts, processing rules, and funcFonality by employee or group of employees ConEngent Worker Flow & T&E Processing Enables you to… Lower Costs by Reducing Cycle Times with a Streamlined Process, and Enforcing Spending Policies Eliminate Project Over-‐Billing and Over-‐Runs with Services Procurement IntegraEon Create Visibility into Services Spend Throughout the Enterprise with Cross-‐ FuncEonal IntegraEon & Supplier Portals Any QuesEons? Mike Lennon PracEce Director [email protected] Twi\er: @BizTechOracle Booth #1252 on Main Street
© Copyright 2024 ExpyDoc
