CREATE AUTO-PAY TIMESHEETS
You must enter a timesheet in Costpoint for a paycheck to be generated. If you use Costpoint Payroll, you can use this screen to generate paychecks even though timesheets are missing for a given pay period. This application first prints a report and then creates "Regular" timesheets for the selection criteria entered. These timesheets are included in the next regular paycheck generated by the Compute Payroll screen (if used), and are included in the next Labor Distribution posting.
The report lists the employees for which a timesheet is generated. The report contains the employee ID, employee name, general labor category, workers' comp code, labor location, hourly amount, salary amount, PT Use code, pay type factor, pay type amount, and labor cost amount. After reviewing the report, you can create auto-pay timesheets, or you can print/create auto-pay timesheets in one step.
Auto-pay timesheets are designed to be included with regular timesheets for the timesheet cycle and date. To create timesheets for all employees in a timesheet cycle, run this screen before entering any timesheets for the timesheet cycle and date. To create timesheets for all employees without regular timesheets in a timesheet cycle, run this screen after entering any regular timesheets for the timesheet cycle and date.
Multi-state functionality has been added to a number of applications. This functionality allows the proper calculation of withholdings for employees who work in multiple states during a single pay period. This enhancement enables you to compute and report multi-state withholding taxes, based on the tax regulations specific to each state.
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 the fields in this block to select the timesheet cycle and the timesheet date for which to create auto-pay timesheets.
Timesheet Cycle
Option
This field always displays One.
Start
Enter, or click 
to select, the alphanumeric timesheet cycle code for which you want to create auto-pay timesheets. This is a required field.
Timesheet Date
Option
This field always displays One.
Start
Enter, or click 
to select, the timesheet date to be used on the auto-pay timesheets.
Options
Employee Eligibility Method
Use this drop-down list to select the employees for whom you would like to create auto-pay timesheets. Valid options are:
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All — Select this option to create timesheets for all employees in the selected cycle.
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Without Timesheets — Select this option to create timesheets for all employees in the selected cycle who do not have regular timesheets entered.
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Eligible Without Timesheets — Select this option to create timesheets for all eligible employees, as defined on the Manage Employee Information screen, in the selected cycle who do not have regular timesheets entered.
All is the default.
Pay Class
Use this group box to include hourly and/or salaried employees when creating auto-pay timesheets. You must select at least one check box in this group box.
Hourly
Select this check box to include hourly employees when creating auto-pay timesheets.
Salaried
Select this check box to include salaried employees when creating auto-pay timesheets.
Auto-Pay Timesheet Information
Accounting Period
Use the fields in this group box to select the fiscal year, period, and subperiod for which the auto-pay timesheets are created.
Fiscal Year
Enter, or click to select, the fiscal year to which this timesheet will be assigned. This is a required field.
Period
Enter, or click to select, the accounting period to which this timesheet will be assigned. This is a required field.
Subperiod
Enter, or click to select, the subperiod within the selected accounting period to which this timesheet will be assigned. This is a required field.
Labor
Hours
Enter the number of hours to be used in the labor cost calculation.
Auto-Adjust
Select this check box to auto-adjust timesheets. You cannot auto-adjust a timesheet that has been prorated.
Auto-Adjust %
Enter the percentage rate with which to auto-adjust the timesheets. This field is enabled only if you selected the Auto-Adjust check box.
Prorate Salaried Employees
Select this check box to prorate timesheets for salaried employees that were hired or terminated during this timesheet cycle. This check box is enabled only if you selected Days per Cycle as your Calculation Method in the Prorate Options group box on the Configure Labor Settings screen.
You can use this feature only for regular or correcting timesheets.
Hourly employees cannot be prorated. Vacation time is handled the same way as work time. Holiday time is not included.
You cannot use this function on an auto-adjusted timesheet.
The application excludes from the day count any days where the only pay types designated are:
Timesheet Line Defaults
Screen Default Usage
Use the defaults on this screen as first level of default
Select this check box to use the project, account, organization and/or pay type specified on this screen as a first level of default, rather than the values from the Manage Employee Information and Manage Employee Salary Information screens, when building the auto-pay timesheet lines.
All other default values for the auto-pay timesheet line come from the Default tab on the Manage Employee Information and the Employee Salary Information screen. If a default project is specified on the Create Auto-Pay Timesheets screen, the other timesheet line values default from the following levels of default:
If a default project is not specified on the Create Auto-Pay Timesheets screen, the timesheet line values default from the following levels of default:
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Create Auto-Pay Timesheets
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Manage Employee Information - Default tab
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Manage Employee Salary Information
If you are a multi-state Payroll user (the Enable Multi-State Tax Withholding check box is selected on the Pay Periods screen) and a default project is supplied from the Create Auto-Pay Timesheets screen, Costpoint obtains the withholding state using the following levels of default:
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Manage Employee Project Timesheet Defaults
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Manage Employee Proj-Acct-Group Timesheet Defaults
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Manage Labor-Group Proj-Acct-Group Timesheet Defaults
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Manage Project Timesheet Defaults
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Manage Employee Taxes
If a project is not specified in the Create Auto-Pay Timesheets screen, the withholding state defaults from the Manage Employee Taxes screen.
Use the defaults on this screen as last level of default
Select this check box to use the project, account, organization, and pay type specified on the Create Auto-Pay Timesheets screen as the final level of default. The Default tab on the Manage Employee Information screen and the Manage Employee Salary Information screen are higher levels of defaults for those four values.
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If a default project is specified on the Default tab of the Manage Employee Information screen, that value is used to populate the auto-pay timesheet line project. If a default project is not assigned to the employee on the Default tab of the Manage Employee Information screen, the default project provided on the Create Auto-Pay Timesheets screen is used to populate the auto-pay timesheet line project
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If a default organization is specified on the Default tab of the Manage Employee Information screen, that value is used to populate the auto-pay timesheet line organization. If a default organization is not assigned to the employee on the Default tab of the Manage Employee Information screen, the employee's home organization from the Manage Employee Salary Information screen is used to populate the auto-pay timesheet line organization. If no default can be found on either the Manage Employee Information screen or the Manage Employee Salary Information screen, the organization default provided on the Create Auto-Pay Timesheets screen is used to populate the auto-pay timesheet line organization.
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If a default pay type is specified on the Default tab of the Manage Employee Information screen, that value is used to populate the auto-pay timesheet line account. If a default pay type is not assigned to the employee on the Default tab of the Manage Employee Information screen, the default pay type provided on the Create Auto-Pay Timesheets screen is used to populate the auto-pay timesheet line pay type.
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All other default values for the auto-pay timesheet line come from the Default tab of the Manage Employee Information screen and the Manage Employee Salary Information screen.
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If you are a multi-state Payroll user (the Enable Multi-State Tax Withholding check box is selected on the Manage Pay Periods screen) and a default project, account, organization and pay type are assigned on either the Manage Employee Information screen or the Manage Employee Salary Information screen, the withholding state defaults from the Manage Employee Taxes screen. If the project, account, organization and pay type default from the Create Auto-Pay Timesheets screen, Costpoint obtains the withholding state using the following levels of default:
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Manage Employee Project Timesheet Defaults
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Manage Employee Proj-Acct-Group Timesheet Defaults
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Manage Labor-Group Proj-Acct-Group Timesheet Defaults
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Manage Project Timesheet Defaults
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Manage Employee Taxes
Project
Enter the default project to which the timesheets will be charged, or click to select one.
Account
Enter the default account to which the timesheets will be charged, or click to select one.
Organization
Enter the default organization to which the timesheets will be charged, or click to select one.
Pay Type
Enter the default pay type code on which to base labor cost calculation, or click to select one. This is an alphanumeric code.
Create
Click 
and select Create Auto-Pay Timesheets to begin the timesheet creation process. The journal must have already been printed (while you are still in this application) for this icon to be enabled.
Print/Process
Click 
and select Print/Process Auto-Pay Timesheets to start the process of printing the journal, which then continues immediately (without user intervention) into the timesheet creation process.