Timesheets Form (Transaction Entry)

After you open a timesheet transaction file, the fields that display in the header fields at the top of the form apply to the entire transaction. The grid fields represent individual transaction line items.

Location

To display the form, complete the following steps:

1. From the Vision Navigation menu, click Transaction Center > Transaction Entry.
2. In the Transaction Type field on the Transaction Entry form, select Timesheets.
3. Select a file and click Open.

Contents

Header Fields

Field	Description
Employee	Perform one of the following actions to enter the employee number: In the Employee field, enter all or part of the employee number. Vision searches for matching records in your database. If only one possible match is found, Vision enters the record. If more than one possible match is found, Vision displays a list of all possible matches. Select the employee from the list. Click to display the Lookup and select the employee record.
Status	This field displays the current status of the transaction file.
Approved By	If the transaction file has been Approved, then this field displays the approver.

Grid Fields

Field	Description
Date	Enter the date the timesheet period ended. Click the calendar icon to use the calendar lookup and select the appropriate date.
Project	Perform one of the following actions to enter the project number: In the Project field, enter all or part of the project number. Vision searches for matching records in your database. If only one possible match is found, Vision enters the record. If more than one possible match is found, Vision displays a list of all possible matches. Select the project from the list. Click to display the Lookup and select the project record.
Phase	Perform one of the following actions to enter the phase number: In the Phase field, enter all or part of the phase number. Vision searches for matching records in your database. If only one possible match is found, Vision enters the record. If more than one possible match is found, Vision displays a list of all possible matches. Select the phase from the list. Click to display the Lookup and select the phase record.
Task	Perform one of the following actions to enter the task number: In the Task field, enter all or part of the task number. Vision searches for matching records in your database. If only one possible match is found, Vision enters the record. If more than one possible match is found, Vision displays a list of all possible matches. Select the task from the list. Click to display the Lookup and select the task record.
Labor Code	Select the employee's labor code from the Labor Code lookup. The number of labor code levels available depends on your system administrator settings. You can select a labor code for each level. For example, the labor code EO33 could be: Level 1: Engineer (E) Level 2: Schematic Design (03) Level 3: Sr. Consultant (3)
Labor Category	Use this drop-down list to select a labor category for the employee.
Payroll Tax Locale	This column displays only when the Allow Project's tax locale to be overridden on timesheet option on the Configuration, Payroll, General tab is selected. Use this column to select a payroll tax locale for the employee. The selection overrides any previous payroll tax locale defined.
Reg	Enter the employee's regular hours worked during the timesheet period.
Ovt	Enter the employee's overtime hours worked during the timesheet period.
Ovt 2	Enter the employee's secondary overtime hours reported for the W-2 year and quarter. This is the amount calculated for secondary overtime hours for the transaction, labor code, task, or project.
Comments	Enter any comments about the timesheet entry. Click Edit to use the Vision Text Editor to enter information.