MANAGE EMPLOYEE PROJ-ACCT-GROUP TIMESHEET DEFAULTS

Use this screen to set up defaults for a timesheet line based on the project for a specific employee. This is the second level of defaults that is imported when you enter a project on the timesheet line. If you have set up the Assign PLC to Employee Work Force subtask of the Manage Employee Work Force screen for an employee, information entered in that screen is used instead of the information entered here. 

You will not be able to access this screen if you selected the Enable Union Functionality check box on the Configure Labor Settings screen .

Initialize this form after setting up employees, accounts, organizations, reference numbers, pay types, labor locations, general labor categories, project labor categories, and workers' comp codes, but before entering timesheets.

This application contains functionality that allows you to compute and report multi-state withholding taxes, based on the tax regulations specific to each state.

To set up project account group-based timesheet line defaults for an employee:

  1. Enter, or click to select, the employee ID for the employee to whom the timesheet line defaults apply.

  2. In the Project Account Group field, enter, or click to select, the account group code that applies to this employee.

  3. In the Defaults group box, use the fields and options to enter the necessary information.

  4. Click to save the new timesheet line defaults.

Location

Identification

Employee

Enter, or click to select, the employee ID for the employee to whom the timesheet line defaults apply. The employee name displays in the field to the right.

Project Account Group

Enter, or click to select, the account group code that applies to this employee. Establish these codes in Costpoint Project Setup. The description for this account group displays in the field to the right.

Defaults

Use the fields in this block to select default values on a timesheet line for this employee. The only required field is Account.

Account

Enter, or click to select, the general ledger account number to default on the timesheet line. The description for this account displays to the right of this field.

Organization

Enter, or click to select, the organization to default on the timesheet line for this employee. The organization and account number must be linked in the General Ledger. The description for this organization displays to the right of this field.

Reference 1

Enter, or click to select, the reference number to default on the timesheet line for this employee. The description for this reference number displays to the right of this field.

Reference 2

Enter, or click to select, the reference number to default on the timesheet line for this employee. The description for this reference number displays to the right of this field.

Regular Pay Type

Enter, or click to select, the pay type code that you want to default on the timesheet line for this employee.

GLC

Enter, or click to select, the general labor category code to default on the timesheet line for this employee.

PLC

Enter, or click to select, the project labor category code to default on the timesheet line for this employee.

Labor Location

Enter, or click to select, the labor location to default on the timesheet line for this employee.

W/H State

Enter, or click to select, the employee's tax withholding state code for this project, if applicable.

Worker's Comp

Enter, or click to select, the workers' comp code to default on the timesheet line for this employee.