RECAST OVERTIME PREMIUM TO TIMESHEET LINES

Overtime premium recast enables you to reassign the premium portion of overtime charges to a specific recast project, account, and/or pay type that is different from the charge accounts noted on the original timesheet.

Use this screen to recast the overtime premium portion of non-exempt employees' timesheet lines to the recast project, recast account, recast org, and/or recast pay type specified on the Manage Overtime Premium Recast Charge Codes screen. You can recast all unposted timesheets for your login company or you can recast the timesheets for only one cycle. If you choose to recast for one cycle, this application reads the timesheet table for the Regular, Replacement, and Labor Only type timesheets that are assigned to the timesheet cycle chosen and that fall within the start and end dates for that cycle. The timesheet period for the selected timesheet cycle can be either Open or Closed.

Timesheets with computed leave or payroll, or those posted to Costpoint Payroll, Labor, or Leave, are excluded from the recasting process. You can recast hourly and/or salaried employees. Two additional timesheet lines generate for each timesheet line with a project account group, labor group, and/or pay type that is eligible for recasting, based upon the parameters assigned for these items on the Overtime Premium Recast screen. The two lines reduce the original timesheet line and charge the overtime premium portion to the recast project, recast account, and/or recast pay type.

The generated timesheet lines contain the recasted labor costs for the overtime premium portion, zero charge hours, the recast account, the recast project, and/or the recast pay type.

Contingent upon the setup on the Overtime Premium Recast screen, the recast project and/or recast account can be the same as the original timesheet line, or can be one specified on the Overtime Premium Recast screen. The recast organization can be the same as the original timesheet line, the timesheet line project's owning organization, the employee's home organization, or one specified on the Overtime Premium Recast screen.

The recast pay type, if specified on the Overtime Premium Recast screen, is written as the pay type on the generated timesheet lines. If you did not specify the recast pay type on the Overtime Premium Recast screen, the pay type designated in the Pay Type table for the original timesheet line's pay type (the Pay Type to Use designated on the Manage Pay Types screen for the original timesheet line's pay type record) has the next highest priority, and if no recast pay type is designated in either of these two screens, the OT Premium Recast Default Pay Type on the Overtime Settings subtask of the Configure Labor Settings screen is used on the generated timesheet lines. This application gets the above information from the Overtime Premium Recast screen based on the timesheet line's account group code, labor group code, and pay type.

The Recast Overtime Premium Report prints as part of the recast process; it contains the recast timesheet lines in employee ID order. The report contains the original timesheet line, along with the "back-out" line and the overtime premium recast line. The generated timesheet lines contain the recast labor costs for the overtime premium portion, zero charge hours, the recast project, the recast account, and/or the recast pay type. The compute method code on the timesheet line is set to G for the generated lines and updated to append a "*" on the original timesheet line. If the program finds any invalid account/organization combinations, it prints an error report.

After reviewing the report, you can recast the changes to the Timesheet Line table to change the eligible timesheets.

If you are using this screen, you cannot use the Allocate Compensated Overtime Across Timesheet Lines and the Delete Allocated Compensated OT from Timesheet Lines screens.

Run this screen after entering R (Regular), D (Replacement), or L (Labor Only) timesheets, but before computing leave or payroll, and before posting them for Costpoint Payroll, Labor, or Leave. This program will recast only R, D, or L timesheets; other timesheet types (C, B, and so on) are not processed. If you use the Apply Weighted Average Rates to Timesheets screen, you must run it before running this screen. If you do not run it first, the correct overtime premium amounts are not recast for hourly non-exempt employees.

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

Use the items in this group box to enter the timesheet cycle you want to recast.

Option

From the drop-down list, select One or All timesheets cycles. If you select One, enter the timesheet cycle in the Start field.

Start

Enter, or click to select, the timesheet cycle code for the timesheets you want to process. Other timesheet cycles are not processed, and only one timesheet cycle can be processed at a time. Only eligible timesheets in this range are recast. Each regular timesheet and timesheet line is recasted by itself, even if several are included in the time range. If you do not select the All in the Option field, this is a required field. After you make your selection, the cycle's start date and end date display in the Start Date and End Date fields.

Timesheet Period

Option

This field always displays Range.

Start Date

This editable field displays the start date of the selected Timesheet Cycle. To change it, enter, or click to select, a timesheet cycle start date for the timesheets to be included in the recast process. This is a required field.

End Date

This editable field displays the end date of the selected Timesheet Cycle. To change it, enter, or click to select, a timesheet cycle end date for the timesheets to be included in the recast process. This is a required field.

Options

Timesheet Type

Regular

Select this check box to include Regular timesheets when recasting overtime premiums.

Labor-Only

Select this check box to include Labor-Only timesheets when recasting overtime premiums.

C-Correcting

Select this check box to include C-Correcting timesheets when recasting overtime premiums.

D-Replacement

Select this check box to include D-Replacement timesheets when recasting overtime premiums.

Pay Class

Use this group box to select the employees, hourly and/or salaried, to include in the recasting process. You must select at least one of these check boxes.

Hourly

Select this check box to include hourly employees, as designated by an Hourly in the Rate Type field on the Manage Employee Salary Information screen, when recasting overtime premium timesheet lines.

Salaried

Select this check box to include salaried employees, designated by either Salaried Fixed Hours or Salaried Fluctuating Hours in the Rate Type field on the Manage Employee Salary Information screen, when recasting overtime premium timesheet lines.

MO Timesheet Line Options

Allow Recast of MO to Non-MO Timesheet Lines

Select this check box to allow recasting of M (Manufacturing Order) type timesheet lines to a project/account/org combination that is not linked to the timesheet line's MO.

If you select this check box and an M type timesheet line is being recast to a project/account/org combination that is not linked to the MO, the overtime premium portion of the timesheet line recasts to an A type timesheet line (rather than an M type timesheet line), and the positive recast doesn't reflect in the Manufacturing Order Timesheet Line (TS_LN_MO) table.

If you do not select this check box and an M type timesheet line is being recast, the overtime premium portion of the timesheet line recasts to an M type timesheet line, and the positive recast reflects in the Manufacturing Order Timesheet Line (TS_LN_MO) table. You cannot recast to a project/organization/account combination that is not assigned to the MO.

Recast

Click and select Recast Overtime Premium to begin the recasting process. The report must have already been printed (while still in this screen) for this button to be enabled.

Print/Recast

Click to and select Print/Post Overtime Premium print the report and then continue immediately (without user intervention) into the recasting process.