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Setting up overhead groups

  1. From the > Setup menu, click Overhead Groups.
  2. Click the New button.
  3. Type a description for the overhead group.
  4. On the Detail tab, complete a row of the table for each overhead item you want to set up. Overhead group items appear in the Overhead area on employee timesheets.
For Do this

Status

Leave the status as Active.

Note: You can later change the status to Inactive if you no longer want to use the overhead item.

Description

Type the name of the overhead item (such as vacation, sick, and administration) as you want it to appear on employee timesheets.

Project, phase, activity

To track overhead time to an overhead project, enter the project, phase, and activity. This information can be used for employee utilizationClosed reporting. Otherwise, leave them blank and enter an account.

Note:

If you are tracking in and out times in a timesheet cell, you must select an overhead project. You cannot track in and out times with an account selected in the Account field.

Account

Only available if the Project is blank.

Enter the account you want to use for tracking the cost associated with this overhead time.

Pay

Select a pay to indicate the way you want to report time on the paycheck stub (or if using a payroll service, in the payroll file). For example, if you select the Vacation pay, Ajera reports all time entered to this overhead group item as Vacation on the paycheck stub.

Do not select an accrual pay.

If you select the Regular pay or do not select a pay, Ajera reports the time on the paycheck stub as Regular.

Note: Time employees enter in the table for direct time on the timesheet is always reflected as Regular or Overtime pay on the paycheck stub (or if using a payroll service, in the payroll file).

unavailable in ajeraCore unless you have the Payroll add-on - If you are processing payroll in-house, Ajera uses the expense account from the pay (Company > Payroll > Pays) when time is entered.

  1. Click the Attachments tab and add attachments, by linking to related files. A linked file must be in a shared location for other people to open it (for example, on a shared network or a website).

     
  2. Click Save.
  3. Click Close.

See also

About overhead groups

 

 

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