and manually enter the accounts that appear on the actual timesheet itself. If you have set up a default timesheet line, this information displays. The previous timesheet line always defaults to the next line.The following step-by-step narrative illustrates the general ordering of the tasks that comprise the entering, editing, and posting of timesheets. Costpoint's Timesheet functions are independent from Costpoint Payroll, but can be closely interrelated with Costpoint Payroll. If you are not using Costpoint Payroll but are using Costpoint Leave to accrue leave, please refer to "Leave Processing: Step-by-Step." If you are using Costpoint Payroll, please refer to the "Processing the Payroll."
You must set up a timesheet cycle schedule on the Manage Timesheet Periods screen and assign it to each employee on the Manage Employee Information screen. Select the Open check box (on the Manage Timesheet Periods screen) for the cycle in which you are entering timesheets.
If your company uses only Costpoint Labor and Leave to enter timesheets and accrue leave for your employees:
Each timesheet period, before entering timesheets, add any new employee information to the following screens:
Manage Employee Information
If applicable, you should also enter changes for current employees, such as:
Salary increases
Manage Employee Leave
Manage Employee Information
Proceed to Step 3.
If your company uses Costpoint Labor in conjunction with Costpoint Payroll:
Because you are also using Costpoint Payroll, each pay period, before entering timesheets, you must enter any new employee information into the following Costpoint Employee screens in the order listed below. The Manage Employee Salary Information screen uses the Pay Cycle you used on the Manage Employee Taxes screen to calculate the salary information on the Manage Employee Salary Information screen. The Payroll Salary amount on the Manage Employee Salary Information screen is based on the Frequency (weekly, biweekly, semimonthly, monthly) set up for the Pay Cycle on the Manage Pay Periods screen.
Manage Employee Information
Manage Employee Taxes
Manage Employee Salary Information
Manage Employee Leave
For current employees, enter changes such as:
Salary increases
Payroll taxes
Payroll deductions
Payroll contributions
Employee Leave
Proceed to Step 3.
When you select the Default Line button on the Manage Timesheets screen, the defaults set up on the Employee User Flow default onto the timesheet line.
When entering your timesheets on the Manage Timesheets screen, enter control totals for regular hours, other hours, and total hours. Costpoint also keeps a running total of hours and shows you any difference for each of the three categories.
Enter the General Ledger fiscal year, period, accounting period, and subperiod to which this timesheet is posted. The timesheet date must be within the accounting period selected.
Enter the timesheet header information for the employees who worked during the timesheet period:
Timesheet Date — This can be any date within the timesheet period.
Timesheet Type
Sequence Number — The first timesheet has a Sequence Number of 1. If you are processing more than one timesheet for the same timesheet date, increase the sequence number by 1 for each timesheet. You can have a sequence of up to 9 for one timesheet date.
Employee ID
The overtime state (OT State) defaults from the Manage Employee Salary Information screen, and you can change it if necessary. Also, you MUST enter information in the Regular field in the Hours group box. If an employee works overtime hours, record it in the Other field, and Costpoint calculates the Total hours worked. You charge all hours on the timesheet lines to various General Ledger accounts for direct and indirect labor. When you are ready to enter hours on the actual timesheet line, select and manually enter the accounts that appear on the actual timesheet itself. If you have set up a default timesheet line, this information displays. The previous timesheet line always defaults to the next line.
You should review the Missing Timesheet Edit Report to ensure that all employees' timesheets were entered. (Employees who do not have Regular timesheets show up on this report.)
If your company uses only Costpoint Labor to enter timesheets for your employees:
Review the Timesheet Edit Report by Employee for accuracy of input. You can make edits at this time if you have not processed or posted the timesheet. There is no need to add a new timesheet; using the 
button, you can bring up the original timesheet, make the necessary changes, and resave the timesheet.
If you posted the timesheets to the G/L, you can make necessary corrections by entering correction timesheets. See "Correction Timesheets," which discusses various types of correction timesheets. If you computed payroll but could not post the timesheets successfully, please call General Support.
Proceed to Step 7.
If your company uses Costpoint Labor in conjunction with Costpoint Payroll:
If you did not compute the timesheets for payroll or leave or post them to the G/L, you can make necessary corrections directly on the original timesheet. There is no need to add a new timesheet; using the button, you can bring up the original timesheet.
If you did compute the timesheets for payroll and leave, and/or post them to the G/L, you can make necessary corrections by entering correction timesheets. See the "Correction Timesheets," which discusses various types of correction timesheets.
Proceed to Step 6.
The Timesheet Edit Report by Account can be reviewed by project managers and department supervisors.
You can post the labor distribution to the G/L as often as desired. Because some companies distribute weekly job status reports, they can enter timesheets and post labor to the G/L on a weekly basis. Post the labor at least as often as you compute billings, and you post before closing the accounting period.
These management reports include labor category summary reports, individual employee labor summaries, and employee direct labor utilization reports. You can print these reports as often as needed. Each time you post the labor distribution to the G/L, subsequent reports contain the updated data.