Use the Time tab to enter and maintain administrative information related to Vision Time. You designate timesheet administrators in your company who can review, edit, and approve the submitted timesheets before they are posted to your Vision database.
Contents
If you use the Multicompany feature, the following applies:
- The data that you enter on this tab applies to the company that the current record is associated with.
- The tabs and fields that display are based on the company that the current record is associated with. For example, if the employee is associated with four different companies but only one company has access to Vision Payroll, the Payroll tab of the Employee Info Center only displays when you are viewing that company's record.
- The values that are available in the individual fields and lookups are based on the company that the record is associated with. For example, only timesheet groups that are associated with the current company are available in the
Group drop-down list.
- If the
Automatically retrieve your record in Employee Info Center/Employee Review option is selected in User Options, the employee record that automatically loads is for the home company that is associated with the current record. If the record is associated with multiple companies, the home company record displays first.
| Field | Description |
|---|
| Group
|
Select a timesheet group for the employee. You create timesheet groups on the Employee Groups tab of the Company Timesheet Configuration form in
.
If you use the Multicompany feature, only groups for the active company display in the drop-down list in this field.
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Administration Section
Use the fields in this section to assign employee access rights to timesheets.
| Field | Description |
|---|
| Level
|
Select the administrative level for the employee to determine the employee's access to the Timesheet application.
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Staff — Staff level gives the employee access to his or her timesheets only.
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Group — Group level gives the employee access to timesheets for all employees within a particular timesheet group. When you select this option, the grid in this section is enabled. In the grid, select the groups to give the employee access to.
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Company — Company level gives the employee access to timesheets for employees in all timesheet groups within a particular company. This option applies if your firm uses the Multicompany feature. This access right allows users to open and print timesheets belonging to the employees in a specific company. When you associate an employee that has
Company access rights to additional companies, the new records inherit the employee's access rights. Also, if you change an employee's access rights from Staff, Group, or System to Company, all associated company records will automatically update to apply
Company access rights as well.
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System — System level gives the employee access to timesheets for all groups and employees. You must designate at least one employee in your firm to have system level access.
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| Editing
|
Vision enables this option when you select
System or
Company in the
Level field. Select this option to allow an employee with system-level access to edit all timesheets or all timesheet groups within a particular company.
|
| Approval
|
Vision enables this option when you select
System or
Company in the
Level field. Select this option to allow an employee with system-level access to approve all timesheets or all timesheet groups within a particular company.
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Cost and Pay Rates Section
Use these fields to select a cost rate method and table or a pay rate method and table for each employee. To use these fields, you must first set up labor rate, category rate, or labor code tables using the forms in
. You can associate tables with employees only if the employees only if the employee already exists on the table.
| Field | Description |
|---|
| Cost Method
|
This field displays if you use Vision Accounting and select the
Enable cost rate tables option on the General tab of Accounting System Settings. Cost rate tables allow you to override the cost rate information entered on the Accounting tab of your Employee Info Center records.
Use this drop-down list to select the cost rate method you want to use for the employee. Options are:
-
None — This is the default value. If you select
None, Vision uses the employee's cost rate as specified on the Accounting tab of Employee Info Center.
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From Labor Rate Table — Select this option to specify a Labor Rate Table for the employee.
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From Category Rate Table — Select this option to specify a Category Rate Table for the employee.
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From Labor Code Table — Select this option to specify a Labor Code Table for the employee.
Cost Rate Method Hierarchy
You can also specify cost rate methods and tables on the Time and Expense tab of Project Info Center. When you post employee labor charges to a project, Vision looks first at the project record and then at the employee record (if necessary) to determine how to apply cost rates. Vision uses the first setting it finds, based on the following hierarchy:
- Project Info Center record WBS3 —
Cost Rate Method field on the Time and Expense tab.
- Project Info Center record WBS2 —
Cost Rate Method field on the Time and Expense tab.
- Project Info Center record WBS1 —
Cost Rate Method field on the Time and Expense tab.
- Employee Info Center —
Cost Rate Method field on the Time and Expense tab.
- Employee Info Center —
Job Cost Rate field on the Accounting tab.
|
| Cost Table
|
This field displays if you use Vision Accounting and select the
Enable cost rate tables option on the General tab of Accounting System Settings. Cost rate tables allow you to override the cost rate information entered on the Accounting tab of your Employee Info Center records.
The drop-down list in this field displays the names of the Labor Rate Tables, Category Rate Tables, or Labor Code Tables. The table that displays depends on the Cost Rate Method associated with the employee. Use the drop-down list to select the cost rate table you want to use for the employee.
This field is non-editable if you select
None in the
Cost Rate Method field.
The employee must be added to a table before you can select the table.
|
| Pay Method
|
This field displays if you use Vision Payroll and select the
Enable pay rate tables option on the General tab of Accounting System Settings in Accounting Configuration. Pay rate tables allow you to override the pay rate information entered on the Payroll tab of your Employee Info Center records.
Use this drop-down list to select the pay rate method you want to use for a project, phase, or task. You can specify a different pay rate method at each level of the WBS.
The options are:
-
None — This is the default value. If you select None, Vision uses the employee's pay rate as specified on the Payroll tab of Employee Info Center.
-
From Labor Rate Table — Select this option to specify a Labor Rate Table for the employee.
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From Category Rate Table — Select this option to specify a Category Rate Table for the employee.
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From Labor Code Table — Select this option to specify a Labor Code Table for the employee.
Pay Rate Method Hierarchy
You can also specify pay rate methods and tables on the Time and Expense tab of the Project Info Center. When you post employee labor charges to a project, Vision looks first at the project record and then at the employee record to determine how to apply pay rates. Vision uses the first setting it finds, based on the following hierarchy:
- Project Info Center record WBS3 —
Pay Rate Method field on the Time and Expense tab.
- Project Info Center record WBS2 —
Pay Rate Method field on the Time and Expense tab.
- Project Info Center record WBS1 —
Pay Rate Method field on the Time and Expense tab.
- Employee Info Center —
Pay Rate Method field on the Time and Expense tab.
- Employee Info Center —
Pay Rate field on the Payroll tab.
|
| Pay Table
|
This field displays if you use Vision Payroll and select the
Enable pay rate tables option on the General tab of Accounting System Settings in Accounting Configuration. Pay rate tables allow you to override the pay rate information entered on the Payroll tab of your Employee Info Center records.
The drop-down list in this field displays the names of the Labor Rate Tables, Category Rate Tables, or Labor Code Tables. The rate table depends on the option you select in the Pay Rate Method field that is associated with the employee. Use the drop-down list to select the pay rate table you want to use for the employee.
This field is non-editable if you select
None in the Pay Rate Method field.
|
Default Labor Code Section
This section contains a field for each labor code level set up for your firm (up to five levels). Use the drop-down lists in these fields to enter default labor code information. If you enter a default labor code, this code displays on the employee's timesheet when they charge time to any project. You can set up a default for all labor code levels or only for specific levels. However, if you set up a default for the first and last levels of your structure (for example, Levels 1 and 5), you must assign a default for
all levels.
| Field | Description |
|---|
| Allow Employee to Change in Timesheet
|
Select this option to allow the employee to override the default labor code settings and enter any labor code they want.
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Fields
| Field | Description |
|---|
| Check Hours Entered Against Expected
|
This option allows you to require Vision to check the total hours entered on a user's timesheet against the total hours the user is expected to enter for a labor period. Vision checks the total hours each time a user submits a timesheet.
The selection you make in this field overrides the
Check hours entered against expected option on the Setup tab of the Company Timesheet Configuration form (in Time and Expense Configuration).
Select one of the following
Check Hours processing options from the drop-down list in this field.
-
Global (- G) — Select this option for Vision to use the
Check Hours processing option on the Setup tab of the Company Timesheet Configuration form.
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None (-N) — Vision does not check hours.
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Error if Over (-1) — Select this option for Vision to check hours when users submit their timesheets. Vision displays an error message if a user tries to submit a timesheet that has more than the expected number of regular hours. Vision will not allow a user to submit a timesheet that has more than the expected number of regular hours.
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Error if Under (-2) — Select this option for Vision to check hours when users submit their timesheets. Vision displays an error message if a user tries to submit a timesheet that has less than the expected number of regular hours. Vision will allow a user to submit a timesheet that has less than the expected number of regular hours.
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Error if Either Over or Under (-E) — Select this option for Vision to check hours when users submit their timesheets. Vision displays an error message if a user tries to submit a timesheet that has either more than or less than the expected number of regular hours. Vision will not allow a user to submit a timesheet that has more than the expected number of regular hours. However, Vision will allow a user to submit a timesheet that has less than the expected number of regular hours.
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Warning if Over (-O) — Select this option for Vision to check hours when users submit their timesheets. Vision will display a warning message if a user tries to submit a timesheet that has more than the expected number of regular hours. Vision will allow the user to submit the timesheet.
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Warning if Under (-U) — Select this option for Vision to check hours when users submit their timesheets. Vision will display a warning message if a user tries to submit a timesheet that has less than the expected number of regular hours. Vision will allow the user to submit the timesheet.
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Warning if Either Over or Under (- W) — Select this option for Vision to check hours when users submit their timesheets. Vision will display a warning message if a user tries to submit a timesheet that has either more than or less than the expected number of regular hours. In either case, Vision will allow the user to submit the timesheet.
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| Allow Employee to Charge Units in Timesheet
|
Vision enables this option when you select the
Enable Unit Quantities Feature option on the Setup tab of the Company Timesheet Configuration form (in Time and Expense Configuration).
Select this option to allow the employee access to the Timesheet Hours and Unit Quantities tabs. Use these tabs to enter time transaction for units.
For example, if your firm uses a 3-Person Field Crew, you could set this up so that only the Crew Chief has access to this tab and time is only charged against the unit one time.
|
| Disable Timesheet Revision Auditing
|
This option displays when the
Enable timesheet revision auditing option is selected in Timesheet Audit tab of Company Timesheet Configuration. Select the
Disable Timesheet Revision Auditing option to disable timesheet revision auditing for the current employee.
Typically, timesheet and billing transfer auditing are enabled for all employees within a company; selecting the
Disable Timesheet Revision Auditing option is useful for overriding the company setting when there is an employee who is an exception and does not require revision auditing.
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| Require Employee to Enter Start and End Times
|
Select this option to require the employee to enter a start time and end time, which is useful for tracking mandatory meal and rest breaks.
Vision enables this option when you select the
Enable Start/End Time feature option on the Setup tab of the Company Timesheet Configuration form.
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| Allow Employee to Enter Meals and Breaks
|
Select this option to allow an employee to enter meals and breaks.
Vision enables this option when you select the
Require Employee to Enter Start and End Times option and the
Enable Start/End Time Feature option on the Setup tab of the Company Timesheet Configuration form.
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| Default Meal Start/End Time
|
Use this option to select a default start and end time for the employee's meals and breaks.
Vision enables this option when you select the
Allow Employee to Enter Meals and Breaks option and the
Enable Start/End Time Feature option on the Setup tab of the Company Timesheet Configuration form.
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