Use this screen to establish timesheet line defaults based on specific employees and project account groups.
In this application, you may associate or link an account, organization, Ref 1, Ref 2, pay type, GLC, PLC, labor location, and workers' compensation code to a specific employee and project account group. When you enter a project account group on a timesheet line for a specific employee, this default information will populate its respective fields.
Establishing timesheet line defaults in this application reduces data entry in the Enter Timesheets program (People\Transactions\Timesheets).
There are 12 levels of timesheet line defaults, each associated with a specific application. With the exception of the Employee Timesheet Line Type Defaults and the Timesheet Line Type Defaults screens, each application allows you to establish timesheet line defaults based on a specific project. There are 10 applications, therefore, that are project-specific, and the timesheet line defaults are based on the project you identify.
The Employee Project/Account Group Timesheet Defaults screen is the second level of defaults that may be imported onto a timesheet line when you enter a project. If you have entered information into any of the fields in the Defaults group box in the Assign PLCs screen (Projects\Maintain\Labor Categories), that information is used instead of the information you enter here.
This application includes logic that allows you to compute and report tax withholdings for multiple states.
Initialize the Project User Flow (Projects\Maintain\Project), Accounts (Accounting\Maintain\Accounts), Organization Structures (Accounting\Maintain\Organizations), Organization Elements (Accounting\Maintain\Organizations), Define Ref Structures, Pay Types (People\Configure\Labor), Labor Locations (People\Configure\Labor), General Labor Categories (People\Configure\Labor), Project Labor Categories (Projects\Maintain\Labor Categories), Workers' Compensation Codes (People\Configure\Work-Related Injuries-Illnesses), and Project Account Groups screens before establishing timesheet line defaults in this application.
In addition, you must establish timesheet defaults before entering timesheets.
You will not be able to access this screen if you selected the Enable Union Functionality checkbox in the Labor Settings screen.
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Note: Since the Labor Settings screen is not available in this web version, you must make settings changes in the client/server version. After you complete your settings modifications, you must return to the web version and access the Reload Global Settings screen (Administration\Utilities\System Administration). This utility establishes continuity between the web and client/server environments. Select the appropriate checkbox and click the Action icon to execute synchronization. |
Use the fields in this block to enter the employee ID and project account group.
Employee *
Enter, or use Lookup to select, up to 12 alphanumeric characters to identify the ID for the employee to whom this application applies. The employee name displays in the adjacent, non-editable field.
Enter, or use Lookup to select, up to three alphanumeric characters to identify the account group code that applies to this employee. The description for this account group displays in the adjacent, non-editable field.
Use the fields in this block to select default values on a timesheet line for this employee.
Account *
Enter, or use Lookup to select, up to 15 alphanumeric characters to identify the account to default on the timesheet line for this employee. The description displays in the adjacent, non-editable field.
Enter, or use Lookup to select, up to 20 alphanumeric characters to identify the organization to default on the timesheet line for this employee. The description displays in the adjacent, non-editable field.
The organization and account number must be linked in the Accounting domain.
Enter, or use Lookup to select, up to 20 alphanumeric characters to identify the reference number data to default on the timesheet line for this employee.
Enter, or use Lookup to select, up to 20 alphanumeric characters to identify the reference number data to default on the timesheet line for this employee.
Enter, or use Lookup to select, up to three alphanumeric characters to identify the pay type code to default on the timesheet line for this employee.
Enter, or use Lookup to select, up to six alphanumeric characters to identify the (GLC) general labor category code to default on the timesheet line for this employee.
Enter, or use Lookup to select, up to six alphanumeric characters to identify the project labor category code to default on the timesheet line for this employee.
Enter, or use Lookup to select, up to six alphanumeric characters to identify the labor location to default on the timesheet line for this employee.
Enter, or use Lookup to select, up to six alphanumeric characters to identify the workers' compensation code to default on the timesheet line for this employee.
* A red asterisk denotes a required field.
Changes to this screen update the following tables:
ACCT_GRP_CD (Accounting Group)
ACCT (Accounts)
BILL_LAB_CAT (Billing Labor Category)
EMPL_ACCT_GRP_DFLT (Employee Account Group Defaults)
GLC_CD (General Labor Categories)
LAB_LOC (Labor Locations)
ORG (Organizations)
PAY_TYPE (Pay Types)
REF_STRUC (Reference Structures)
WORK_COMP (Workers' Compensation Codes)
