Assign a Timesheet Special Category to a New Employee Group

You can assign special categories to a new employee group. Only members of the selected group are given access to the special categories that you set up.

Prerequisite: Before you can assign timesheet special categories by group, you must first set up employee groups on the Employee Group tab of Company Timesheet Configuration.

To assign a timesheet special category to an employee group, complete the following steps:

1. From the Vision Navigation menu, click Configuration > Time & Expense > Timesheet Categories.
2. Click New and select New Group Categories to display a blank Timesheet Special Categories form.
3. In the Group field, select an employee group.
4. Enter a description, project, and other special timesheet category information in the first row of the grid.
5. If you need to enter another special timesheet category, click Insert on the grid toolbar and enter information for that category in the new row.
6. Click Save.