EMPLOYEE PROJECT-ACCT-GRP TS DEFAULTS 

Use this screen to set up defaults for a timesheet line based on the project for a specific employee. This is the second level of defaults that is imported when you enter a project on the timesheet line. If you have set up the Assign PLC to Employee Work Force screen in Costpoint Project Setup for an employee, information entered in that screen is used instead of the information entered here. 

You will not be able to access this screen if you selected the Enable Union Functionality checkbox in the Labor Settings screen.

Initialize this screen after setting up employees, accounts, organizations, reference numbers, pay types, labor locations, general labor categories, project labor categories, and workers' comp codes, but before entering timesheets.

This application contains functionality that allows you to compute and report multi-state withholding taxes, based on the tax regulations specific to each state.

Employee

Enter, or use Lookup to select, the employee ID for the employee to whom this application applies. This is a required field. The employee name displays to the right of this field.

Project Account Group

Enter, or use Lookup to select, the account group code that applies to this employee. Establish these codes in Costpoint Project Setup. This is a required field. The description for this account group displays to the right of this field.

Defaults

Use the fields in this group box to select default values on a timesheet line for this employee. The only required field is Account.

Account

Enter, or use Lookup to select, the general ledger account number to default on the timesheet line. This is a required field. The description for this account displays to the right of this field.

Organization

Enter, or use Lookup to select, the organization to default on the timesheet line for this employee. The organization and account number must be linked in the General Ledger. This is an optional field. The description for this organization displays to the right of this field.

Reference 1

Enter, or use Lookup to select, the reference number to default on the timesheet line for this employee. This is an optional field. The description for this reference number displays to the right of this field.

Reference 2

Enter, or use Lookup to select, the reference number to default on the timesheet line for this employee. This is an optional field. The description for this reference number displays to the right of this field.

Regular Pay Type

Enter, or use Lookup to select, the pay type code that you want to default on the timesheet line for this employee. This is an optional field.

GLC

Enter, or use Lookup to select, the general labor category code to default on the timesheet line for this employee. This is an optional field.

PLC

Enter, or use Lookup to select, the project labor category code to default on the timesheet line for this employee. This is an optional field.

Labor Location

Enter, or use Lookup to select, the labor location to default on the timesheet line for this employee. This is an optional field.

Worker's Comp

Enter, or use Lookup to select, the workers' comp code to default on the timesheet line for this employee. This is an optional field.

W/H State

Enter, or use Lookup to select, the employee's tax withholding state code for this project, if applicable.

Table Information

Changes to this screen update the following tables:

Employee Project-Account-Group Timesheet Defaults:

ACCT_GRP_CD                            

ACCT                                             

BILL_LAB_CAT                           

EMPL_ACCT_GRP_DFLT           

GLC_CD                                        

LAB_LOC

ORG

PAY_TYPE

REF_STRUC

WORK_COMP