Use this screen to set up the timesheet cycle parameters that are used by the Apply Weighted Average Rates and Retroactive Timesheet Adjustments utilities.
You must specify whether the weighted average is calculated and applied based on a timesheet period or a weighted average period.
You can flag weighted average periods as open or closed. If a period is closed, it is ineligible for weighted average processing.
You must also specify the basis for calculating and applying the weighted averages.
You must use this screen to assign weighted average rules to a timesheet cycle before running the Apply Weighted Average Rates utility for that timesheet cycle.
Enter, or use Lookup to select, the timesheet cycle to which the weighted average rules apply. Lookup displays all timesheet cycles linked to your login company in the Timesheet Period (TS_PD) table.
The timesheet cycle description displays in the untitled field to the right.
Use this group box to specify whether the weighted average is calculated and applied based on a timesheet period or a weighted average period. The default is Timesheet Period. If you use timesheet periods, you must apply weighted averages to timesheet cycle periods. If you use weighted average periods, you must set up those periods in this screen.
If you select this radio button, the Apply Weighted Average Rates screen uses timesheet periods to calculate and apply the weighted average. Selecting this radio button disables (but does not clear) the Weighted Average Periods table. This radio button is the default.
If you select this radio button, the Apply Weighted Average Rates screen uses weighted average periods to calculate and apply the weighted average. Selecting this radio button enables the Add Weighted Average Periods group box and the Weighted Average Periods table, where you must set up the periods.
Use this group box to specify the basis for calculating and applying the weighted average rates. The default is Separately. To calculate and apply weighted average rates to one timesheet at a time, select Separately. To calculate and apply weighted average rates to all timesheets in a period, select Collectively.
Select this radio button to calculate and apply a separate weighted average rate for each timesheet in the period. If you select this radio button, the Apply Weighted Average Rates utility updates only unposted timesheets.
Select this radio button to calculate one weighted average rate for all of an employee's timesheets within a period and apply that rate to all of the employee's unposted timesheets within that period. All of the employee's posted and unposted timesheets within a period are used to determine one weighted average rate.
Use these checkboxes to include a pay class or a combination of pay classes. You must select a least one pay class. All checkboxes default as selected.
If you select this checkbox, the Apply Weighted Average Rates and Retroactive Timesheet Adjustments utilities select employees with a pay class of "Hourly" and an FLSA status of "Non-Exempt" as of the specified period end date. The pay class is determined by the value in the Hourly/Salary field in the Salary Info and History screen in Costpoint Employee, and FLSA status is determined by the status of the FLSA Exempt checkbox in the same screen.
If you select this checkbox, the Apply Weighted Average Rates and Retroactive Timesheet Adjustments utilities select employees with a pay class of "Salaried" and an FLSA status of "Non-Exempt" as of the specified period end date. The pay class is determined by the value in the Hourly/Salary field in the Salary Info and History screen in Costpoint Employee, and FLSA status is determined by the status of the FLSA Exempt checkbox in the same screen.
If you select this checkbox, the Apply Weighted Average Rates and Retroactive Timesheet Adjustments utilities select employees with a pay class of "Fluctuating" and an FLSA status of "Non-Exempt" as of the specified period end date. The pay class is determined by the value in the Hourly/Salary field in the Salary Info and History screen in Costpoint Employee, and FLSA status is determined by the status of the FLSA Exempt checkbox in the same screen.
If you selected the Weighted Average Period radio button, use this group box to generate weighted average periods. Enter a value in each field and select the Add pushbutton to add the periods to the Weighted Average Periods table in this screen.
If you prefer, you can manually enter the periods in the Weighted Average Periods table instead of using this group box.
If you selected the Timesheet Period radio button in the Period Type group box, this group box is disabled.
Example
Number of Periods: 3
Days in Each Period: 7
First Start Date: 01/01/2006
This setup adds the following periods to the Weighted Average Periods table:
|
Start Date |
End Date |
Open |
Processed |
|
01/01/2006 |
01/07/2006 |
Y |
N |
|
01/08/2006 |
01/14/2006 |
Y |
N |
|
01/15/2006 |
01/21/2006 |
Y |
N |
Enter the number of periods to be added in the Weighted Average Periods table.
Enter the number of days that will be used to build each period.
Enter the start date of the first period to be added in the Weighted Average Periods table.
Select this pushbutton to auto-generate weighted average periods. Selecting this pushbutton adds weighted average periods based on the number of periods and the first start date entered.
Enter the start date of the weighted average period.
Enter the end date of the weighted average period.
Enter “Y” (Yes) to indicate that weighted average rates can be applied to the period; otherwise, enter “N” (No). You can indicate that a weighted average period is closed, thereby prohibiting the Apply Weighted Average Rates utility from executing against it.
This non-editable field displays the process flag. “Y” (Yes) indicates the record information has been processed; “N” (No) indicates this information has not been processed. This field can only be updated by the Apply Weighted Average Rates utility.
Changes to this screen update the Allowance Codes - ALLOWANCE_CD table.