Assign a Timesheet Special Category to an Existing Employee Group

If you set up at least one special category for the employee group you can add more. Only members of the selected group are given access to the special categories that you set up.

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

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

  1. From the Vision Navigation menu, click Configuration > Time & Expense > Timesheet Categories.
  2. In the Search field on the Timesheet Special Categories form, select one of the following actions:
    Option Description
    To use the lookup Click and then select the employee group on the lookup.
    To use Quick Find In the Search field, enter all or part of the employee group name and press ENTER.
    The only employee groups available for selection are those groups in the active company for which you have already set up special categories. When you select an employee group, Vision displays on the grid the existing timesheet special categories for that employee group.
  3. Click Insert on the grid toolbar to insert a blank row on the grid.
  4. Enter a description, project, and other timesheet special category information in the fields on the blank row.
  5. Click Save.