ALLOCATE COMPENSATED OVERTIME ACROSS TIMESHEET LINES

Use this screen to allocate the overtime premium portion for a non-exempt employee across all timesheet lines. Timesheets that have had payroll computed, or that have been posted to Costpoint Payroll or Labor, are excluded from this process. Only employees who are Non-Exempt are included in this process. You can select hourly and/or salaried employees.

On the Manage Pay Types screen, you must select the Overtime, Cost Only, and Salaried check boxes, as well as either the Exempt or Non-Exempt check boxes, in order to use the pay types for the generated timesheet lines. You must also use a Factor less than 1 on the Manage Pay Types screen.

The sum of the entered hours on the timesheet and the timesheet's overtime state exempt hours in the OT Rules by State table are compared. If the timesheet has more hours than the state's exempt hours, the difference in these hours must be spread evenly across all existing timesheet lines. Costpoint uses these hours to calculate labor costs. A timesheet line containing the specified pay type, calculated hours, labor costs, and zero for charge hours is generated.

Currently, you must set the Overtime Basis column on the Manage Overtime Rules by State screen to Weekly for this process to work properly.

If you are using this feature, do not use the following three utilities: Apply Weighted Average Rates to Timesheets, Recast Overtime Premium to Timesheet Lines, and Delete Recasted Overtime Premium from Timesheet Lines.

Location

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options are also included in the saved parameter ID if there are any. You can change any of the associated selection defaults as necessary.

Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made in the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made in the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display in the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Use this block to select timesheet data and employees for which to allocate compensated overtime.

Timesheet Cycle

Use the fields in this group box to select the timesheet cycle for which to allocate compensated overtime.

Option

This field always displays One.

Start

Enter, or click to select, the timesheet cycle to allocate compensated overtime across timesheet lines.

Timesheet Date

Enter the timesheet date to allocate compensated overtime across timesheet lines.

Option

This field always displays Range.

Start

Enter, or click to select, the starting timesheet date to include for calculating and allocating compensated overtime across timesheet lines.

End

Enter, or click to select, the ending timesheet date to include for calculating and allocating compensated overtime across timesheet lines.

Pay Type

Option

This field always displays One.

Start

Enter, or click to select, the pay type to be used for the generated timesheet lines.

Options

Employees

Use the options in this group box to select hourly and/or salaried employees to include on the report.

Hourly

Select this check box to include hourly employees when allocating compensated overtime across timesheet lines.

Salaried

Select this check box to include salaried employees when allocating compensated overtime across timesheet lines.

Overtime Calculation Method

Use the options in this group box to select either a weekly or daily method for calculating overtime.

Weekly

Select this option to calculate overtime using the weekly rule.

Daily

Select this option to calculate overtime using the daily rule.

Allocate

Click and select Process Allocate Compensated Overtime Across Timesheet Lines to begin the allocation of compensated overtime. You must have already printed the report (while still in this screen) to make this selection.

Print/Alloc

Click and select Print/Process Allocate Compensated Overtime Across TS Lines to print the report, and then continue immediately to the allocation process.