Use this screen to auto-adjust Regular (R) type timesheets that have not been posted to the G/L, or been computed or posted to payroll, for an individual employee or a group of employees falling within a specific date range in a batch mode. Depending on the screen parameters selected, you can auto-assign timesheets on a one-by-one basis or collectively.
You can auto-adjust R-type timesheets in batch mode any time after they have been entered and only if they have not been posted to the G/L or been computed or posted to payroll.
Enter, or use Lookup to select, the timesheet cycle for the timesheets you want to auto-adjust in batch mode. This field is required.
This field displays the percent figure that will be used for the auto-adjustment. The default is the Default Auto-Adjustment Percent field in the Timesheet Periods screen, but you can change it to a different percentage. This field is required.
Use this group box to determine how timesheets are to be auto-adjusted in the batch mode process.
Select this radio button to auto-adjust timesheets on an individual basis. Each regular timesheet is adjusted to the percentage of the employee's salary indicated by the entered Auto-Adjust %.
Select this radio button to accumulate all timesheets in the period for each employee so they can be auto-adjusted collectively. All regular timesheets for an employee within the entered date range are accumulated to calculate a total base. Then the base is used to adjust each timesheet line to the percentage of the employee's salary as indicated by the entered Auto-Adjust %.
When you select the All Timesheets in TS Period radio button, the labor rate in effect as of the timesheet period end date is used for the entire date range.
Use this group box to determine the type of employees to include in the auto-adjust timesheets in batch mode process. Select both checkboxes to include both types of employees.
Select this checkbox to include hourly employees.
Select this checkbox to include salaried (includes salary fixed and salary fluctuating) employees.
Use this group box to select a range of timesheet dates and a range of employees to include in the auto-adjust timesheets in batch mode process.
Use this group box to select the range of timesheet dates to include in the auto-adjust timesheets in batch mode process.
If you selected the Individual Timesheets auto-adjust method, the drop-down box provides the following date range selections: "All," "One," "Range," "From Beginning," and "To End." If you selected the All Timesheets in TS Period auto-adjust method, you can select only "Range." This range is the start date and end date of a particular timesheet period. Lookup is available for the date fields and displays start and end dates for periods that are open, based on the selected timesheet cycle code.
Use this drop-down box to select the range option to include on this report. Valid options are "All," "One," "Range," "From Beginning," and "To End." The default for this field is "All."
Enter, or use Lookup to select, the starting timesheet date for the range you want to include in the report. If you select "All" or "From Beginning" in the Range Option field, this field will be inactive.
Enter, or use Lookup to select, the ending timesheet date for the range you want to include in the report. If you select "All," "One," or "To End" in the Range Option field, this field will be inactive.
Use the fields in this group box to select the range of employees you want to include in the auto-adjust timesheets in batch mode process.
Use this drop-down box to select the range option to include on this report. Valid options are "All," "One," "Range," "From Beginning," and "To End." The default for this field is "All."
Enter, or use Lookup to select, the starting employee ID for the range you want to include in the report. If you select "All" or "From Beginning" in the Range Option field, this field will be inactive.
Enter, or use Lookup to select, the ending employee ID for the range you want to include in the report. If you select "All," "One," or "To End" in the Range Option field, this field will be inactive.
Select the Process button on the toolbar to update the timesheets. This button is enabled after the report is printed.
Select this button on the toolbar to print the report. The process will then auto-adjust the timesheets without stopping.
Changes to this screen update the following tables:
Timesheet Header - TS_HDR
Timesheet Line - TS_LN
This report prints directly from the Enter Timesheets screen. Only timesheets that have not been posted to the G/L or been computed or posted to payroll are included.