Use this subtask to set up default information that can be used to create a timesheet line for the employee.
You must initialize this subtask to have a default timesheet line display in the Enter Timesheets screen in Costpoint Labor for an employee.
This non-editable field displays the employee ID from the main screen (along with the employee's name in the field to the right) for whom you are initializing the following defaults.
Use the fields in this group box to enter values that will be offered as defaults for the first timesheet line entered on a timesheet for this employee. Each subsequent timesheet line will default to the previous timesheet line's value for that field. If you select the Default Ln pushbutton while entering timesheets (in the Enter Timesheets screen in Costpoint Labor), all the fields below will again be offered as defaults. These fields are optional unless otherwise noted.
Enter, or use Lookup to select, the default general ledger account to be used for this employee for normal timesheet entry lines. This field is optional.
Enter, or use Lookup to select, the default project to be used for this employee for normal timesheet entry lines. This field is optional.
Enter, or use Lookup to select, the default organization to be used for this employee for normal timesheet entry lines. This field is optional.
Enter, or use Lookup to select, the default reference number 1 and the description to be used for this employee for normal timesheet entry lines. This field is optional.
Enter, or use Lookup to select, the default reference number 2 and the description to be used for this employee for normal timesheet entry lines. This field is optional.
Enter, or use Lookup to select, the default pay type to be used for this employee for normal timesheet entry lines. This field is optional. If you have set up a default pay type in the Labor Settings screen in Costpoint Labor, that pay type will display here, but it can be overridden as necessary.
Enter, or use Lookup to select, the default labor location or local, if this is a union employee, to be used for this employee for normal timesheet entry lines. This field is optional.
Enter, or use Lookup to select, the default general labor category to be used for this employee for normal timesheet entry lines. This is a required field.
Enter, or use Lookup to select, the default workers' comp code to be used for this employee for normal timesheet entry lines. If you set up a default workers' comp code in the Labor Settings screen in Costpoint Labor, that code will display here, but it can be overridden as necessary. This field is required if you selected the Require Default for Employees checkbox in the Labor Settings screen.
Use this table window to associate multiple pay types with an employee. These default pay types can be both regular and overtime pay types. During timesheet entry, you can access the pay types by selecting the Pay Types pushbutton in the Enter Timesheets screen in Costpoint Labor.
After selecting the New Line button on the toolbar, enter, or use Lookup to select, the additional default pay type codes for this employee.
The pay type description will display after you enter the code.