EMPLOYEE PROJECT TS DEFAULTS

Use this screen to set up defaults for a timesheet line based on a project for a specific employee. This is the first level of defaults that is imported when you enter a project on the timesheet line. 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 screen 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 in the untitled field to the right.

Apply to all Projects

Select this checkbox to have all projects selected.

Project

Enter, or use Lookup to select, the project for which this application applies. This is a required field. The description for this project displays in the untitled field to the right.

Apply to Lower Levels

Select this checkbox to use these default values for all levels of this project.

Defaults

Use the fields in this group box to select defaults on a timesheet line for a specific employee.

Account

Enter, or use Lookup to select, the general ledger account number to default on the timesheet line. This field is optional. 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 selected account number must be linked in the General Ledger. This field is optional. 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 field is optional.

GLC

Enter, or use Lookup to select, the General Labor Category (GLC) code to default on the timesheet line for this employee. This field is optional.

PLC

Enter, or use Lookup to select, the Project Labor Category (PLC) 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 field is optional.

Worker's Comp

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

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 Timesheet Defaults - EMPL_PROJ_TS_DFLT

PROJ

ACCT

ORG

REF_STRUC

PAY_TYPE

GLC_CD

BILL_LAB_CAT

LAB_LOC

WORK_COMP