Use the Timesheets tab to set up posting, job costing, benefit accrual, and Payroll interface options for Timesheets.
Contents
Posting Options
| Field | Description |
|---|
| Consolidate timesheet postings by Employee and Work Breakdown Structure
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Select this check box if you want to consolidate the posting of timesheets. This means that if the same employee charges time to the same project, task, and labor code combination, only one line displays for that employee on the posting log. Timesheet postings cannot be consolidated when cost rate tables are enabled.
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| Preserve comments when consolidating timesheet postings
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Select this check box if you want to preserve the comments for consolidated timesheets. When you select this option, all timesheets with the same employee, project, task, labor code, and comments are consolidated. If a timesheet line has a different comment specified, the timesheet line is not consolidated; each comment is listed individually.
Vision supports unlimited text in the
Timesheet Comments field if you select this check box.
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Job Costing
| Field | Description |
|---|
| Job Cost Frequency
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If you use the Adjust Salaried Job Cost feature, select the frequency that you want to use to adjust job cost amounts for salaried employees. This usually matches your payroll frequency.
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| Allow job cost rates to be salaries
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Select this check box if you want to specify salaried rates and hourly rates in the
Job Cost Rate field on the Accounting tab of the Employee Info Center. If this option is enabled, a
Type field displays on the Employee Info Center Accounting tab. On the Accounting tab you can specify whether the rate is a salaried rate or an hourly rate.
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| Include overtime hours in job cost calculation
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This check box applies if you use the Adjust Salaried Job Cost feature. When you select this check box, you enter overtime hours separately from regular hours on timesheets. Overtime hours from timesheets are included in the Adjust Salaried Job Cost calculations.
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| Maximum Hourly Rate
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If you selected the
Allow job cost rates to be salaries check box, you must enter a maximum hourly rate here. This is the maximum hourly rate to use when you enter hourly job cost rates on the Accounting tab of the Employee Info Center. If an hourly job cost rate exceeds the max hourly rate entered here, you receive a warning that the rate may not be appropriate for the job cost type. This field ensures that a salary is not entered with the hourly option.
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Benefit Accrual
| Field | Description |
|---|
| Accrue benefit hours when payroll is processed
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Select this check box if you want benefit accruals to be automatically performed whenever you process a regular payroll.
This field is available only if the Payroll application is installed.
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| Benefit Accrual Frequency
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Select one of the following options from the drop-down list to indicate how often you plan to accrue benefit hours:
-
Monthly: This accrues benefit hours once a month.
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Semi-monthly: This accrues benefit hours twice a month.
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Biweekly: This accrues benefit hours every two weeks.
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Weekly: This accrues benefit hours once a week.
Annual benefit accrual hours are prorated based on the selection that you make. For example, if you choose
Monthly, the annual benefit accrual hours are divided by 12 to determine the number of hours accrued each processing run.
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| Enable accruals based on hours worked
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Select this check box to calculate an employee's benefit hours accrual based on the hours that the employee worked. This enables the
Hours Worked method option in the Benefit Accruals grid on the Accounting Tab of the Employee Info Center, which allows you to calculate benefit hours based on hours worked.
When an employee selects
Hours Worked as the
Method, they can also define the calculations for the employee's hours earned per year, hours earned per hours worked, and maximum hours earned per benefit accrual process.
When you enable accruals based on hours worked, the
Projects to Exclude from Hours Worked column is added to the Benefit Accrual Setup grid in
. Use the lookup in this column to select the projects that should be excluded from the hours worked calculation.
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| Do not accrue if less than defined hours
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This option is enabled when the
Enable accruals based on hours worked check box is selected. Select this check box and enter the minimum number of hours that are required in an accrual period for an employee to be eligible to earn benefit hours. For example, if the firm's accrual frequency is set to
Weekly and the employee works fewer than 20 hours in the week, the employee would not be eligible for benefit hours.
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| Exclude overtime hours
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This option is enabled when the
Enable accruals based on hours worked check box is selected. Select this check box to calculate the accrual benefit hours based on the employee's regular working hours, with no overtime included. When this check box is not selected, Vision will calculate the benefit accrual based on all hours worked, regular plus overtime. This includes both Ovt 1 and Ovt 2 entries.
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Payroll Interface
The following fields display on this tab only if you have the Payroll Interface installed.
| Field | Description |
|---|
| Payroll Interface To
|
Select the type of payroll interface that you use. The options are:
-
ADP
-
Paychex
-
Ceridian Powerpay
The names of the remaining fields in this section change to reflect your selection.
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| Enable ADP Payroll Interface
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If you selected
ADP in the
Payroll Interface To field, select this check box to enable all fields and elements that are used to set up ADP processing. The enabled items are:
- The
Default Company Code field on this tab.
- The Export Timesheets to ADP dialog box in
.
- The
ADP Company Code field on the General tab in
.
- ADP fields on the Accounting tab in
.
|
| Enable Paychex Payroll Interface
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If you selected
Paychex in the
Payroll Interface To field, select this check box to enable all fields and elements that are used to set up Paychex processing. The enabled items are:
- The
Default Client Number field on this tab.
- The Export Timesheets to Paychex dialog box in
.
- The
Paychex Client Number field on the General tab in
.
- Paychex fields on the Accounting tab in
.
|
| Enable Ceridian Interface
|
If you selected
Ceridian Powerpay in the
Payroll Interface To field, select this check box to enable all fields that are used to set up Ceridian processing. The enabled fields are:
- The
Default Company Number field on this tab.
- The Export Timesheets to Ceridian dialog box in Human Resources Payroll Export in
.
- The
Ceridian Client Number field on the General tab in
.
- Paychex fields on the Accounting tab in
.
|
| Default Company Code / Default Client Number / Default Company Number
|
- ADP: If you selected
ADP in the
Payroll Interface To field, enter the ADP default company code. Vision uses the default company code for each employee who does not have an ADP company code specified in the Employee Info Center and does not have an ADP company code specified for his or her organization in Individual Organization Setup. A firm with just one ADP company code can enter it in the
ADP Default Company Code field on this tab and leave the
ADP Default Company Code in the Employee Info Center and Individual Organization Setup blank.
Valid default company codes are A through Z, 0 through 9, & (and symbol), or - (dash). You must enter the appropriate length code; ADP's code length requirements differ by country. For example, US-based firms typically have a 3-character code, and Canadian firms typically have a 4-character code.
- Paychex: If you selected
Paychex in the
Payroll Interface To field, enter the Paychex client number. Vision uses the default client number for each employee who does not have a Paychex client number specified in the Employee Info Center and does not have a Paychex client number specified for his or her organization in Individual Organization Setup. A firm with just one Paychex client number can enter it in the
Paychex Default Client Number field on this tab and leave the
Paychex Default Client Number in the Employee Info Center and Individual Organization Setup blank.
- Ceridian Powerpay: If you selected
Ceridian Powerpay in the
Payroll Interface To field, enter the Ceridian default company number. Vision uses the default company number for each employee who does not have a Ceridian company number specified in the Employee Info Center and does not have a Ceridian company number specified for his or her organization in Individual Organization Setup. A firm with just one Ceridian number can enter it in the
Ceridian Default Company Number field on this tab and leave the
Ceridian Default Company Number in the Employee Info Center and Individual Organization Setup blank.
Vision looks at the following tabs in the order listed and uses the first company code that it finds:
1. Accounting tab in
2. General tab in
3. Timesheet tab in
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