Labor Billing Transfer Alert Configuration Form

Use the Labor Billing Transfer Audit Alert Configuration form to apply or remove an existing labor billing transfer audit alert rule or to create a new rule.

To enable this alert, you must first select the Enable Billing Transfer Audit option on the Timesheet Audit tab in Configuration > Time & Expense > Company Timesheet.

If you are using Vision Multicompany and the employee is associated with more than one company, the Labor Billing Transfer Alert applies to the company where the employee made the original labor entry.

For example, employee Caruso is an employee in Company A. This company has Timesheet Audit enabled and Labor Billing Transfer Audit Alert configured to alert Caruso via email. Company B does not have the alert configured. Caruso charged 2.0 hours against Company B and a biller in Company B uses Interactive Billing to transfer the 2.0 hours to another project. Caruso will receive the alert because he was in Company A when he made the original charge.

Location

To display the form, complete the following steps:

1. From the Vision Navigation menu, click Configuration > General > Company Alerts.
2. From the Folders field on the Alerts Configuration form, select Time.

Contents

Employee Group Rules

Field	Description
Employee Groups	Select the employee group to which you want to apply the new rule, such as Administration or Engineering. Or, select [All Groups], which allows you to create global alert rules for all employee groups without having to create redundant rule settings for each group. Groups are created in Time and Expense Configuration.
Alert Rule Name	This field displays the names of existing alert rules; or, if you are creating a new alert rule, enter the name of the rule. You can change the name of an existing rule; however, all alert rule names must be unique.
Languages	This column displays if you use the Vision Multilingual module. Use this column to select the language for this alert. Only employees with the selected language receive the alert. However, if you leave this column blank, all employees receive this alert regardless of their designated language. For example, if you create an email alert for English US and English UK, then only the users that have English US or English UK in the Language field in the Employee Info Center receive that message. The system administrator must set up a separate alert rule for Spanish employees to receive a message in Spanish. The Language field displays <languages selected> if any languages are selected.
Delivery Options	You can select one or more of these options. After the alert is delivered, the employee can acknowledge the labor transfer. Email Select this option if you want Vision to send the alert via email. In the email message, Vision provides a link to the timesheet. If you select this option, complete the Email Options fields. Dashboard Select this option if you want Vision to send the alert via the dashboard. In the alert, Vision provides a link to the Labor Transfer Audit screen. Groups are created in Time and Expense Configuration.
Email Options	If you selected Email for the delivery option, these fields are activated.
Subject	Enter the subject text for the email.
Message	Enter the message text for the email. You can either enter text directly in this field or you can use the text editor, which provides formatting tools. If you want to specify the name of the employee in the text, you can enter [EMPL]; for example Alert for [EMPL]. Vision will replace [EMPL] with the name of the employee.

Alert Frequency

You can select one or more of these options to determine the frequency of the alerts.

Field	Description
Send Alert per Billing Transfer	Select this option if you want Vision to send the alert immediately after each billing transfer occurs.
Send Alert per Billing Session	Select this option if you want Vision to send the alert after each billing session. This option is selected by default.
Send Alert once per day	Select this option if you want Vision to send the alert once per day. This activates the Time of day to send alert field, which you can use to specify the time of day that you want to send the alert.
Send Alert once per week	Select this option if you want Vision to send the alert once per week. This activates the Day of the week field and the Time of day to send alert field, which you can use to specify the day of the week and the time of day that you want to send the alert.
Time of day to send alert	This field is activated when you select the Send Alert once per day or Send Alert once per week options. Use this field to specify the time of day that you want to send the alert.