Changing an overhead group

When an employee enters time and is part of an overhead group, Ajera uses that overhead group to determine the department (unavailable in ajeraCore unless you have the Departments add-on), associated financial account, and employee utilization.

To change an overhead group

  1. From the > Setup menu, click General > Overhead Groups.
  2. Click the overhead group you want to change, and click Edit.
  3. On the Detail tab, each row of the table contains an overhead group item. Overhead group items appear in the Overhead area on employee timesheets. Change them as needed.

Field

Description

Status

Options are:

  • Active: the overhead group is available for use.
  • Inactive: the overhead group cannot be used; however, it remains in the database and continues to appear on reports.

Description

The name of the overhead item (such as Vacation, Sick, or Administration) as it appears on employee timesheets.

Project, phase, activity

To track overhead time to an overhead project, enter the project, phase, and activity. This information can be used for employee utilizationClosed An industry standard used to help track and manage time on an individual level. With Ajera, you can track employee productivity using the Employee Utilization report. The report contains each employee's billable and nonbillable hours and cost. Information appears based on how you classify your labor activities into billable and nonbillable categories. reporting. Otherwise, you can leave them blank.

Note:

If you are tracking in and out times in a timesheet cell, you must select an overhead project. You cannot track in and out times with an account selected in the Account field.

Account

Only available if the Project column is blank.

The account you want to use for tracking the cost associated with this overhead time.

Pay

Select a pay to indicate the way you want to report time on the paycheck stub (or if using a payroll service, in the payroll file). For example, if you select the Vacation pay, Ajera reports all time entered to this overhead group item as Vacation on the paycheck stub.

Do not select an accrual pay.

If you select the Regular pay or do not select a pay, Ajera reports the time on the paycheck stub as Regular.

Note: Time employees enter in the table for direct time on the timesheet is always reflected as Regular or Overtime pay on the paycheck stub (or if using a payroll service, in the payroll file).

unavailable in ajeraCore unless you have the Payroll add-on - If you are processing payroll in-house, Ajera uses the expense account from the pay ( > Setup > Company > Payroll > Pays) when time is entered.

  1. Click the Attachments tab, and change the attachment information, as needed.

     
  2. Click the Notes tab to change any notes for the overhead group.
  3. Click Save.
  4. Click Close.