Contents of the Create Auto-Pay Timesheets Screen

Use the fields and options to configure the Create Auto-Pay Timesheets screen.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field	Description
Parameter ID	Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY. When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query. You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.
Description	Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Field

Description

Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Description

Enter, or click

to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

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

Field	Description
Timesheet Cycle	Enter, or click to select, the alphanumeric timesheet cycle code for which you want to create auto-pay timesheets. This is a required field.
Timesheet Date	Enter, or click to select, the timesheet date to be used on the auto-pay timesheets.
Transaction Currency	You can only use the following fields if Multicurrency functionality is enabled on the Configure Labor Settings screen. Option: From the drop-down list, select whether All or One of the transaction currencies will be part of the selection criteria. Transaction Currency: If you selected One as the transaction currency range option, enter the transaction currency for which auto-pay timesheets shall be created. If a Transaction currency is specified, then auto-pay timesheets will only be created for employees that have a Currency (as of the screen Timesheet Date) equal to the Transaction Currency specified on this screen.
Employee Selection Method	Use this drop-down list to select the employees for whom you would like to create auto-pay timesheets. Valid options are: All: Select this option to create timesheets for all employees in the selected cycle. Without Timesheets: Select this option to create timesheets for all employees in the selected cycle who do not have regular timesheets entered. Eligible Without Timesheets: Select this option to create timesheets for all eligible employees, as defined on the Manage Employee Information screen, in the selected cycle who do not have regular timesheets entered. All is the default.
Rate Type	Select a checkbox to include salaried and/or hourly employees when creating auto-pay timesheets. You must select at least one checkbox. Salaried: Select this checkbox to include salaried employees when creating auto-pay timesheets. Hourly: Select this checkbox to include hourly employees when creating auto-pay timesheets.

Auto-Pay Timesheet Information

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

Field	Description
Fiscal Year	Enter, or click to select, the fiscal year to which this timesheet will be assigned. This is a required field.
Period	Enter, or click to select, the accounting period to which this timesheet will be assigned. This is a required field.
Subperiod	Enter, or click to select, the subperiod within the selected accounting period to which this timesheet will be assigned. This is a required field.
Hours	Enter the number of hours to be used in the labor cost calculation.
Prorate Salaried Employees	Select this checkbox to prorate timesheets for salaried employees that were hired or terminated during this timesheet cycle. This checkbox is enabled only if you selected Days per Cycle as your Calculation Method in the Prorate Options group box on the Configure Labor Settings screen. You can use this feature only for regular or correcting timesheets. Hourly employees cannot be prorated. Vacation time is handled the same way as work time. Holiday time is not included. You cannot use this function on an auto-adjusted timesheet. The application excludes from the day count any days where the only pay types designated are: Cost Only Benefit Reimbursement Reimbursement — Exclude from Gross Earnings Leave Without Pay (LWOP) Leave Without Pay (LWOP) – Negative Severance
Auto-Adjust	Select this checkbox to auto-adjust timesheets. You cannot auto-adjust a timesheet that has been prorated.
Auto-Adjust %	Enter the percentage rate with which to auto-adjust the timesheets. This field is enabled only if you selected the Auto-Adjust checkbox.

Timesheet Line Defaults

Use this group box to set up default values on auto-pay timesheet lines.

Default Method

Use this setting to specify how the defaults on this screen will be used to build the auto-pay timesheet line.

Field	Description
Use the defaults on this screen as first level of default	Select this option to use the project, account, organization, pay type, and/or withholding state specified on this screen as the first level of default when building the auto-pay timesheet lines. If specified, these values will override any other default values set up in Costpoint. If the auto-pay timesheet line is not charged to a project, the levels of default will be: Create Auto-Pay Timesheets Project Account Organization Pay Type Withholding State Manage Employee Information – Timesheet Defaults tab Project (If a non-project-required Account was specified on the Create Auto-Pay Timesheets screen, the project will not default) Account Organization GLC Pay Type Labor Location Workers’ Compensation REF1 REF2 Manage Employee Salary Information Organization (Home Org) GLC PLC Labor Location Reference 1 Reference 2 Manage Employee Taxes Withholding State If the auto-pay timesheet line is charged to a project, the levels of default will be: Create Auto-Pay Timesheets Project Account Organization Pay Type Withholding State Manage Employee Project Timesheet Defaults Account Organization GLC PLC Pay Type Labor Location Workers’ Compensation Withholding State REF1 REF2 Manage Employee Proj-Acct-Group Timesheet Defaults Account Organization GLC PLC Pay Type Labor Location Workers’ Compensation Withholding State REF1 REF2 Manage Labor-Group Proj-Acct-Group Timesheet Defaults Account Organization GLC PLC Pay Type Labor Location Workers’ Compensation Withholding State REF1 REF2 Manage Project Timesheet Defaults Account Organization GLC PLC Pay Type Labor Location Workers’ Compensation Withholding State REF1 REF2 Manage Project/Pay Type Timesheet Defaults Account Organization Pay Type Labor Location Withholding State REF1 REF2 Manage Employee Information – Timesheet Defaults tab Project Account Organization GLC Pay Type Labor Location Workers’ Compensation REF1 REF2 Manage Employee Salary Information Organization (Home Org) GLC PLC Labor Location Reference 1 Reference 2 Manage Employee Taxes Withholding State
Use the defaults on this screen as last level of default	Select this check box to use the project, account, organization, pay type, and withholding state specified on the Create Auto-Pay Timesheets screen as the final level of default. The Timesheet Defaults tab on the Manage Employee Information screen and the Manage Employee Salary Information screen are higher levels of defaults for the project, account, organization, and pay type. If a default project is specified on the Timesheet Defaults tab of the Manage Employee Information screen, that value is used to populate the auto-pay timesheet line project. If a default project is not assigned to the employee on the Default tab of the Manage Employee Information screen, the default project provided on the Create Auto-Pay Timesheets screen is used to populate the auto-pay timesheet line project If a default organization is specified on the Timesheet Defaults tab of the Manage Employee Information screen, that value is used to populate the auto-pay timesheet line organization. If a default organization is not assigned to the employee on the Default tab of the Manage Employee Information screen, the employee's home organization from the Manage Employee Salary Information screen is used to populate the auto-pay timesheet line organization. If no default can be found on either the Manage Employee Information screen or the Manage Employee Salary Information screen, the organization default provided on the Create Auto-Pay Timesheets screen is used to populate the auto-pay timesheet line organization. If a default pay type is specified on the Timesheet Defaults tab of the Manage Employee Information screen, that value is used to populate the auto-pay timesheet line account. If a default pay type is not assigned to the employee on the Default tab of the Manage Employee Information screen, the default pay type provided on the Create Auto-Pay Timesheets screen is used to populate the auto-pay timesheet line pay type. If a Withholding State is assigned to the employee in the State tab of the Manage Employee Taxes screen, that value is used to populate the auto-pay timesheet line account. Otherwise, the default Withholding State provided on the Create Auto-Pay Timesheets screen is used to populate the auto-pay timesheet line pay type. All other default values for the auto-pay timesheet line come from the Timesheet Defaults tab of the Manage Employee Information screen and the Manage Employee Salary Information screen.
Project	Enter the default project to which the timesheets will be charged, or click to select one.
Account	Enter the default account to which the timesheets will be charged, or click to select one.
Organization	Enter the default organization to which the timesheets will be charged, or click to select one.
Pay Type	Enter the default pay type code on which to base labor cost calculation, or click to select one. This is an alphanumeric code.
Withholding State	Enter the default withholding state for the auto-pay timesheet line, or click to select one. This field will only be visible if you are licensed for Costpoint Payroll.
Create	Click and select Create Auto-Pay Timesheets to begin the timesheet creation process. The journal must have already been printed (while you are still in this application) for this icon to be enabled.
Print/Process	Click and select Print/Process > Auto-Pay Timesheets to start the process of printing the journal, which then continues immediately (without user intervention) into the timesheet creation process.

Parent Topic:

Create Auto-Pay Timesheets