AUTO-ADJUST TIMESHEETS
Use this screen to auto-adjust Regular (R) type timesheets that have not been posted to the G/L, or been computed or posted to payroll, for an individual employee or a group of employees falling within a specific date range in a batch mode. Depending on the screen parameters selected, you can auto-assign timesheets on a one-by-one basis or collectively.
You can auto-adjust R type timesheets in batch mode any time after they have been entered and only if they have not been posted to the G/L or been computed or posted to payroll.
You cannot auto-adjust a prorated timesheet.
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
Timesheet Cycle
Option
This field always displays One.
Start
Enter, or click 
to select, the timesheet cycle for the timesheets you want to auto-adjust in batch mode. This field is required.
Timesheet Dates
Use these fields to select the range of timesheet dates to include in the auto-adjust timesheets in batch mode process.
Option
From the drop-down list to select the range option to include on this report. Valid options are:
-
All — Select this option to include all timesheet dates on this report.
-
One — Select this option to include only one timesheet date on this report.
-
Range — Select this option to include a range of timesheet dates in this process. This range includes all timesheet dates within the date in the Start field and the date in the End field.
-
From Beginning — Select this option to include the first timesheet date up to the date in the End field.
-
To End — Select this option to include timesheet dates within the date in the Start field and the last home timesheet date.
Start
Enter, or click to select, the starting timesheet date for the range you want to include in the report. If you select All or From Beginning in the Option field, this field is inactive.
End
Enter, or click to select, the ending timesheet date for the range you want to include in the report. If you select All, One, or To End in the Option field, this field is inactive.
Employees
Use these fields to select the range of employees you want to include in the auto-adjust timesheets in batch mode process.
Option
From the drop-down list, select the range option for the employee to be included on this report. Valid options are:
-
All — Select this option to include all employees on this report.
-
One — Select this option to include only one employee on this report.
-
Range — Select this option to include a range of employees in this process. This range begins with the employee in the Start field and ends with the employee in the End field.
-
From Beginning — Select this option to include the first employee up to the employee in the End field.
-
To End — Select this option to include the employee in the Start field up to the last home employee.
Start
Enter, or click to select, the starting employee ID for the range you want to include in the report. If you select All or From Beginning in the Option field, this field is inactive.
End
Enter, or click to select, the ending employee ID for the range you want to include in the report. If you select All, One, or To End in the Option field, this field is inactive.
Options
Auto-Adjust Method
Use this group box to determine how timesheets are to be auto-adjusted in the batch mode process.
Individual Timesheets
Select this option to auto-adjust timesheets on an individual basis. Each regular timesheet is adjusted to the percentage of the employee's salary indicated by the entered Auto-Adjust %.
All Timesheets in Timesheet Period
Select this option to accumulate all timesheets in the period for each employee so they can be auto-adjusted collectively. All regular timesheets for an employee within the entered date range are accumulated to calculate a total base. Then the base is used to adjust each timesheet line to the percentage of the employee's salary as indicated by the entered Auto-Adjust %.
If an employee had two different labor rates in effect within a specified timesheet date range that you want to auto-adjust, select the Individual Timesheets option so that the different rates can be applied. Regular timesheets are auto-adjusted in accordance with the labor rates that were in effect as of the date of the timesheet for the Individual Timesheets method.
When you select the All Timesheets in Timesheet Period option, the labor rate in effect as of the timesheet period end date is used for the entire date range.
Pay Class
Use this group box to determine the type of employees to include in the auto-adjust timesheets in batch mode process. Select both check boxes to include both types of employees.
Hourly
Select this check box to include hourly employees.
Salaried
Select this check box to include salaried (includes salary fixed and salary fluctuating) employees.
Auto-Adjust %
This field displays the percent figure that will be used for the auto-adjustment. The default is the Default Auto-Adjust % field on the Manage Timesheet Periods screen, but you can change it to a different percentage. This field is required.
Process
Click 
and select Auto-Adjust Timesheets in Batch Mode to update the timesheets. You must print the report first.
Process/Print
Click 
and select Print/Process Auto-Adjust Timesheets in Batch Mode to print the report. The process then auto-adjusts the timesheets without stopping. If any of the timesheets you select for auto-adjusting are prorated, they are not included in the process and an error report prints.