Select this checkbox to auto adjust timesheets for hourly employees.

Select this checkbox to auto adjust timesheets for salaried employees.

Enter the auto adjust percentage to be applied. If you do not specify an Override Auto Adjust %, Costpoint uses the Default Auto-Adjust % on the Manage Timesheet Periods screen for the employee's timesheet cycle.

Rules for Auto-Adjustment of D and N Type Timesheets:

• If the Use Ref Date in Correcting and Labor Only TS checkbox is selected on the Configure Labor Settings screen, Costpoint uses the Dor Ntimesheet's Reference Date to determine the employee's Salary Amount and Rate Type status for use in auto-adjusting.

  The Reference Date is supplied in the input file.

• If the Use Ref Date in Correcting and Labor Only TS checkbox is NOT selected on the Configure Labor Settings screen, Costpoint uses the Dor N Timesheet Date to determine the employee's Salary Amount and Rate Type status for use in auto-adjusting.
• If the employee is Salaried and the Auto-Adjust Salaried Employees checkbox is selected, Costpoint auto-adjusts any Dand Ntype timesheets for that employee. If you specified an Override Auto Adjust % in this screen, that value is used; otherwise, the Default Auto-Adjust % for the employee's Timesheet Cycle is used (this is current auto-adjust logic).
• If the employee is Hourly and the Auto-Adjust Hourly Employees checkbox is selected, Costpoint auto-adjusts any Dand Ntype timesheets for that employee. If you specified an Override Auto Adjust % in this screen, that value is used; otherwise, the Default Auto-Adjust % for the employee's Timesheet Cycle is used (this is current auto-adjust logic).

• After inserting Dand Ntimesheets into Costpoint tables, the application sets the timesheet type (TS_HDR. S_TS_TYPE_CD) to C. The Sequence Number (TS_HDR. TS_HDR_SEQ_NO) is incremented to a maximum value of 99 to avoid duplicate key issues. A sequence number is assigned to the Ntype timesheet, then the Dtype timesheet.

  The Dand Ntype timesheets are considered separate timesheets until they are inserted into TS_HDR and TS_LN (basically, they are never rolled up into one timesheet). They are auto-adjusted as separate timesheets. Assumptions for D and N Type Timesheets: Time & Expense exports timesheet types R (Regular), C (Correcting), N (Reversing), and D (Replacement). Do not change the original timesheet in Costpoint. (This could cause an imbalance between the original timesheet and the reversal (Ntype) timesheet from Time & Expense.) If timesheets are auto-adjusted for salaried employees in Costpoint, the Signature Process must be set to Auto-Adjust for all salaried Employee Classes in Time & Expense. If timesheets are auto-adjusted for hourly employees in Costpoint, the Signature Process must be set to Auto-Adjust for all salaried Employee Classes in Time & Expense.

Select this checkbox to add together lines in the input file when they belong to the same account, project, organization, and so forth. If the Withholding State differs, the lines do not roll up.

• Roll-Up Timesheet Dates

  Select this checkbox to ignore dates in the input file and put all records on one timesheet. If you select this checkbox, the End Date specified in the Timesheet Dates range will be used as the timesheet date for the imported records.

Select this checkbox to prorate labor costs for salaried employees in the final upload of the timesheet cycle. If the Calculation Method in the Prorate Options group box in the Configure Labor Settings screen is None, this checkbox is cleared and disabled.

• Generate Union Fringe

  Select this checkbox to have Costpoint calculate applicable union cash fringes when you import a timesheet for a union employee. Union cash fringe timesheet lines are built according to settings on the Manage Union Profiles screen. You can view this checkbox only if the Enable Union Functionality checkbox is selected on the Configure Labor Settings screen.

  Note: You can view this checkbox only if the Enable Union Functionality checkbox is selected on the Configure Labor Settings screen.

• Generate Negative LWOP TS Lines

  Select this checkbox to create a negative LWOP timesheet line for any positive LWOP timesheet lines that do not already have one. The pay type for the positive LWOP timesheet line must have a linked negative LWOP pay type on the Manage Pay Types screen.

  When you select this checkbox the following options display:

  • Exclude timesheets with existing negative LWOP lines.
  • Delete and regenerate existing negative LWOP lines.

• Exclude timesheets with existing negative LWOP lines

  Select this option to exclude timesheets with existing negative LWOP lines from the application processing. If a timesheet for an employee has any negative LWOP lines in the input file, the application will not delete the negative LWOP lines and will skip that timesheet when it generates negative LWOP TS lines.

• Delete and regenerate existing negative LWOP lines

  TSelect this option to delete all existing negative LWOP lines from the file regardless of whether they are linked to a positive LWOP line. The application will then generate new negative LWOP lines for any positive LWOP lines.