MANAGE EMPLOYEE PROJECT TIMESHEET DEFAULTS

Use this screen to set up defaults for a timesheet line based on a project for a specific employee. This is the first level of defaults that is imported when you enter a project on the timesheet line. You cannot access this screen if you selected the Enable Union Functionality check box on the Configure Labor Settings screen.

Initialize this screen 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.

You can compute and report multi-state withholding taxes, based on the tax regulations specific to each state.

To set up project-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 field, enter, or click to select, the project for which the timesheet line defaults apply.

  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

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 untitled field to the right.

Apply to all Projects

Select this check box to have all projects selected.

Project

Enter, or click to select, the project for which the timesheet line defaults apply. The description for this project displays in the field to the right.

Apply to Lower Levels

Select this check box to use these default values for all levels of this project.

Defaults

Use the fields in this group box to select defaults on a timesheet line for a specific employee.

Account

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

Organization

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

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 in the field to the right.

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 in the field to the right.

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 (GLC) code to default on the timesheet line for this employee.

PLC

Enter, or click to select, the Project Labor Category (PLC) 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.

Worker's Comp

Enter, or click to select, the workers' comp code 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.