Costpoint Online Help

Timesheet Overtime and Auto-Adjust Options Subtask

Use this subtask to set up the controls for overtime-related functions in Costpoint Labor.

You can control the auto-adjust feature for the uncompensated overtime and correcting timesheets features. This subtask also includes general information for controlling overtime for salaried employees and for recasting overtime premiums. Select the appropriate checkbox to enable a feature. Leave the checkbox clear to turn the feature off.

Note:

Initialize this subtask before entering timesheets.

Overtime Options

Use the selections in this group box to allow overtime for salaried, FLSA Exempt employees and to set the overtime premium recast default pay type.

Field Description
Allow Overtime for Salaried, FLSA Exempt Employees

Select this checkbox to pay salaried, FLSA exempt employees for overtime hours worked; otherwise, an error condition exists at timesheet entry if a salaried, FLSA exempt employee charges to a pay type code designated as an overtime pay type (see the documentation for the Manage Pay Types screen). Normally, salaried, FLSA exempt employees do not receive compensated overtime.

Overtime Premium Recast Default Pay Type

Use this field to specify a company-wide pay type for recasting the overtime premium portion of labor cost to a separate timesheet line. Rules for which timesheet lines are eligible for overtime premium recasting are set up in the Manage Overtime Premium Recast Charge Codes screen. You can set up rules for different Project-Account-Group/Labor Group/Overtime Pay Type combinations and specify the Project, Account, and Organization to be used on the timesheet line that will be generated by the Recast Overtime Premium to Timesheet Lines utility.

This is the last of three levels of default the Recast Overtime Premium to Timesheet Lines utility will use to determine the pay type to which overtime premium will be recasted. The levels of default are as follows:

  1. The Recast Pay Type linked to the recasting criteria in the Manage Overtime Premium Recast Charge Codes screen.
  2. The Recast Pay Type linked to the overtime pay type in the Manage Pay Types screen.
  3. The Overtime Premium Recast Default Pay Type from this subtask screen (The Timesheet Overtime and Auto-Adjust Options subtask in the Configure Labor Settings screen)
The Recast Pay Type entered in this screen must be set up on the Manage Pay Types screen with:
  1. The Cost Only checkbox is selected.
  2. The Additional Amount set to 0.00.
  3. The Eligible for overtime premium recasting checkbox is not selected.
  4. The Calculate overtime premium on this pay type checkbox is not selected.
  5. ·The Allocate Compensated Overtime-Calculate overtime premium on this pay type checkbox is not selected.
  6. The Allocate Compensated Overtime-Allocate overtime premium to this pay type checkbox is not selected.
  7. The Non-Exempt checkbox is selected if you are recasting overtime premium for FLSA-non-exempt employees.
  8. The Exempt checkbox is selected if you are recasting overtime premium for FLSA-exempt employees.
  9. The Salaried checkbox is selected if you are recasting overtime premium for salaried employees.

Note that the factor of the Recast Pay Type will not be used to calculate the recast amount. The Recast Overtime Premium to Timesheet Lines utility will recast any portion of the overtime timesheet line's labor cost that's over a factor of 1.00. So, if your overtime pay type has a factor of 1.75, the labor cost for the recasted overtime premium will be based on a factor of 0.75.

Note:

Leave this field empty if you are not planning to use the Manage Overtime Premium Recast Charge Codes screen.

Selective Auto-Adjust

Use the selections in this group box to activate the selective auto-adjusting feature for hourly and salaried employees.

Field Description
Enable for Hourly Employees

Select this checkbox to use the auto-adjust feature for hourly employees (in addition to salaried employees). Use the auto-adjust feature for uncompensated overtime. It adjusts the hourly rate and labor cost on all timesheet lines so that the labor cost matches the salary amount. This eliminates any variance for the employee.

Enable for Salaried Employees

Select this checkbox to use the auto-adjust feature for salaried employees. Use the auto-adjust feature for uncompensated overtime. It adjusts the hourly rate and labor cost on all timesheet lines so that the labor cost matches the salary amount. This eliminates any variance for the employee.

Automatic Auto-Adjust

Use the selections in this group box to enable the automatic auto-adjusting features for hourly and salaried employees.

Field Description
Enable for Hourly Employees

Select this checkbox to automatically auto-adjust every timesheet for hourly employees when timesheets are saved. This automatic feature prevents you from having to click Auto Adjust on the Manage Timesheets screen to auto-adjust a timesheet.

Note:

Do not select this checkbox if you want to auto-adjust each timesheet separately.

Enable for Salaried Employees

Select this checkbox to automatically auto-adjust every timesheet for salaried employees when timesheets are saved. This automatic feature prevents you from having to click Auto Adjust on the Manage Timesheets screen to auto-adjust a timesheet.

Note:

Do not select this checkbox if you want to auto-adjust each timesheet separately.

Manage Correcting Timesheets and Labor-Only Timesheets

Use these group boxes to control the auto-adjust features on the Manage Correcting Timesheets screen.

Field Description
D-Correcting Timesheet

Select this checkbox to allow the auto-adjust of D-Correcting timesheets.

L-Labor Only Timesheet

Select this checkbox to allow the auto-adjust of Labor Only timesheets.

Selective Auto-Adjust

Use the selections in this group box to enable the selective auto-adjusting feature for hourly and salaried employees.

Field Description
Enable for Hourly Employees

Select this checkbox to use the auto-adjust feature for hourly employees (in addition to salaried employees). Use the auto-adjust feature for uncompensated overtime to adjust the hourly rate and labor cost on all timesheet lines so that the labor cost matches the salary amount. This eliminates any variance for the affected employee.

Enable for Salaried Employees

Select this checkbox to use the auto-adjust feature for salaried employees. Use the auto-adjust feature for uncompensated overtime to adjust the hourly rate and labor cost on all timesheet lines so that the labor cost matches the salary amount. This eliminates any variance for the affected employee.

Automatic Auto-Adjust

Use the selections in this group box to enable the automatic auto-adjusting features for hourly and salaried employees.

Field Description
Enable for Hourly Employees

Select this checkbox to automatically auto-adjust every timesheet for hourly employees when you save the timesheet. This automatic feature prevents you from having to click Auto Adjust on the Manage Timesheets screen to auto-adjust a timesheet.

Note:

Do not select this checkbox if you want to auto-adjust each timesheet separately.

Enable for Salaried Employees

Select this checkbox to automatically auto-adjust every timesheet for salaried employees when you save the timesheet. This automatic feature prevents you from having to click Auto Adjust on the Manage Timesheets screen to auto-adjust a timesheet.

Note:

Do not select this checkbox if you want to auto-adjust each timesheet separately.

Auto-Adjust Method for D-Correcting Timesheets

Use the selections in this group box to control the method of auto-adjusting correcting timesheets on the Manage Correcting Timesheets screen.

Field Description
Individual Timesheets

Select this option to have the corrected timesheets auto-adjusted individually.

All Timesheets in TS Period

Select this option to have the corrected timesheets auto-adjusted collectively, meaning all corrected timesheets for the period are summed for each employee and the total adjusted amount is proportionally spread across all timesheets.