CREATE AUTO-PAY TIMESHEETS

You must enter a timesheet in Costpoint for a paycheck to be generated. If you use Costpoint Payroll, you can use this screen to generate paychecks even though timesheets are missing for a given pay period. This application first prints a report and then creates "Regular" timesheets for the selection criteria entered. These timesheets are included in the next regular paycheck generated by the Compute Payroll screen in Costpoint Payroll (if used), and are included in the next Labor Distribution posting.

The report lists the employees for which a timesheet will be generated. The report contains the employee ID, employee name, general labor category, workers' comp code, labor location, hourly amount, salary amount, PT Use code, pay type factor, pay type amount, and labor cost amount. After reviewing the report, you can create auto-pay timesheets, or you can print/create auto-pay timesheets in one step.

Auto-pay timesheets are designed to be included with regular timesheets for the timesheet cycle and date. To create timesheets for all employees in a timesheet cycle, run this screen before entering any timesheets for the timesheet cycle and date. To create timesheets for all employees without regular timesheets in a timesheet cycle, run this screen after entering any regular timesheets for the timesheet cycle and date.

Multi-state functionality has been added to a number of applications. This functionality allows the proper calculation of withholdings for employee who work in multiple states during a single pay period. This enhancement enables you to compute and report multi-state withholding taxes, based on the tax regulations specific to each state.

Timesheet Info

Use the fields in this group box to select the timesheet cycle and the timesheet date for which to create auto-pay timesheets.

Timesheet Cycle

Enter, or use Lookup to select, the alphanumeric timesheet cycle code for which you want to create auto-pay timesheets. This is a required field.

Timesheet Date

Enter the timesheet date to be used on the auto-pay timesheets. This is a required field.

Select Employees

Use this group box to select the employees for whom you would like to create auto-pay timesheets. "All" is the default.

All

Select this radio button to create timesheets for all employees in the selected cycle.

Without Timesheets

Select this radio button to create timesheets for all employees in the selected cycle who do not have regular timesheets entered.

Eligible Without Timesheets

Select this radio button to create timesheets for all eligible employees, as defined in the Basic Employee Info screen in Costpoint Employee, in the selected cycle who do not have regular timesheets entered.

Include Pay Class

Use this group box to include hourly and/or salaried employees when creating auto-pay timesheets. You must select at least one checkbox in this group.

Hourly Employees

Select this checkbox to include hourly employees when creating auto-pay timesheets.

Salaried Employees

Select this checkbox to include salaried employees when creating auto-pay timesheets.

Accounting Period

Use the fields in this group box to select the fiscal year, period, and subperiod for which the auto-pay timesheets are created.

Fiscal Year

From the drop-down box, select the fiscal year to which this timesheet will be assigned. This is a required field.

Period

From the drop-down box, select the accounting period to which this timesheet will be assigned. This is a required field.

Sub Period

From the drop-down box, select the subperiod within the selected accounting period to which this timesheet will be assigned. This is a required field.

Auto Adjust Labor Amounts

Auto Adjust

Select this checkbox to auto adjust timesheets.

Auto Adjust Pct Rate

Enter the percentage rate with which to auto adjust the timesheets. This field is enabled only if you have selected the Auto Adjust checkbox.

Timesheet Line

Use the Defaults on This Screen as First Level of Default

Select this checkbox to use the project, account, organization and/or pay type specified on the Create Auto-Pay Timesheets screen (see below), as a first level of default, rather than the values from Basic Employee Info and Salary Info and History, when building the auto-pay timesheet lines.

All other default values for the auto-pay timesheet line will come from Basic Employee Info-Defaults and Salary Info and History. If a default project is specified on the Create Auto-Pay Timesheets screen, the other timesheet line values shall default from the following levels of default:

If a default project is not specified on the Create Auto-Pay Timesheets screen, the timesheet line values shall default from the following levels of default:

Use the Defaults on This Screen as Last Level of Default

Select this checkbox to use the project, account, organization, and pay type specified on the Create Auto-Pay Timesheets screen as the final level of default. Basic Employee Info-Defaults and Salary Info and History will be higher levels of defaults for those four values.

Organization

Enter the default organization to which the timesheets will be charged, or use Lookup to select one.

Project

Enter the default project to which the timesheets will be charged, or use Lookup to select one.

Account

Enter the default account to which the timesheets will be charged, or use Lookup to select one.

Pay Type

Enter the default pay type code on which to base labor cost calculation, or use Lookup to select one. This is an alphanumeric code.

Hours in Timesheet Cycle

Enter the number of hours to be used in labor cost calculation.

Journal Status

This field indicates whether or not the report was printed.

If you print the journal, but then change any of the selection criteria on the screen, you must print the journal again before you can create timesheets.

Create

Select the Create button on the toolbar to begin the timesheet creation process. The journal must have already been printed (while you are still in this application) for this button to be enabled.

Print/Create

Select this button on the toolbar to start the process of printing the journal, which then continues immediately (without user intervention) into the timesheet creation process.

Table Information

Changes to this screen update the following tables:

Timesheet Header - TS_HDR

Timesheet Line - TS_LN

Report Columns

Based on the criteria entered in this screen, this report will print the appropriate employee data from the Salary Info and History screen in Costpoint Employee.