Use this screen to establish employee timesheet line type defaults for the Pay Type, Account, and Organization fields in the Enter Timesheets and Enter Correcting Timesheets screens (People\Transactions\Timesheets).
You may designate up to nine employee timesheet line defaults in this application. Each default will be associated with a line type, one through nine. For example, if you associate timesheet line type "1" with pay type "OT," account "550," and organization "1.2," each reference to line type "1" in the Enter Timesheets program will default "OT," "550," and "1.2" into the respective fields.
Establishing employee timesheet line defaults reduces data entry in the Enter Timesheets screen.
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.
Since the Employee Timesheet Line Type Defaults and the Timesheet Line Type Defaults screens function independent of projects, they are the first "non-project" timesheet line defaults programs evaluated as you enter timesheet lines. If you do not establish any project line defaults but you have established records in both of these screens, it is the information in the Employee Timesheet Line Type Defaults application that will default onto a timesheet.
The Employee Timesheet Line Type Defaults program, therefore, represents the first (non-project specific) level of defaults imported when you enter a timesheet line type. The system uses this level when there are no project level defaults defined.
The information you enter in the Employee Timesheet Line Type Defaults screen will be overwritten when you enter a project on a timesheet line if, in fact, defaults have been established.
You should initialize the Pay Types (People\Configure\Labor), Accounts (Accounting\Maintain\Accounts), Organization Structures (Accounting\Maintain\Organizations), Organization Elements (Accounting\Maintain\Organizations), and Employee User Flow (People\Maintain\Employee) screens before establishing timesheet line defaults in this application.
Use the field in this block to identify an employee for whom you want to establish timesheet line defaults.
Employee *
Enter, or use Lookup to select, the employee ID. The employee name displays in the adjacent, non-editable field.
Use the drop-down box to make a selection. Your choices are numbers 1 through 9.
Pay Type *
Enter, or use Lookup to select, up to three alphanumeric characters to identify the default pay type code.
This non-editable field displays the description associated with the pay type you selected.
Enter, or use Lookup to select, up to 15 alphanumeric characters to identify the default account.
This non-editable field displays the account name associated with the account you selected.
Enter, or use Lookup to select, up to 20 alphanumeric characters to identify the default organization.
This non-editable field displays the organization name associated with the organization ID you selected.
* A red asterisk denotes a required field.
Changes to this screen update the following tables:
EMPL_TS_LN_TYPE_DF (Employee Timesheet Line Type Defaults)
EMPL (Basic Employee Info)
ORG (Organizations)
ORG_LVL (Organization Levels)
PAY_TYPE (Pay Types)
ACCT (Account)