The WEB Time Entry Category Maintenance module allows the means of defining the Category codes used by the Web Time Entry. These Category codes define the description, functionality and display order of time entry categories as used by the Web Time Entry screen. These categories can be defined per employee position code or a default when no position is used.
Position Code
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Enter an atrieveHR Position code when sets of categories are to be defined per position. Use the look-up for a list of valid atrieveHR position codes.
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Enter when the category to be defined is the default definition, to be used when no position is used or available. This will be displayed as Default. Additional defaults may be defined as needed although all default codes must start with 'DEF'.
Category
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Enter up to 10 characters of a Category code.
Display Order
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Enter a two-digit number that represents the ordering of this category on the Web Timesheet Entry screen. This ordering field allows you to control the order the categories appear to the employees on the Web entry screen.
A display order of 99 means the category entries is disabled. This option allows you to keep the category entries but disable them. There can be any number of category entries with the same order number.
Description
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Enter a description to be displayed during Web Time Entry, for this category.
Category Type
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Enter 'R' for Regular Hours. When timesheet carry over is active, all hours from Regular entries will be carried over and combined into the one main regular hours.
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Enter 'A' for Additional Hours. When timesheet entries are carried over to another week, additional hour entries are not carried forward. 'A' type entries for categories other than Default, use the pay code from the position data base (second page) when matching on function lines.
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Enter 'M' for Matching Pay Code and Additional hours. Use 'M' when the function line matching should be based on the pay code from the category. 'M' type does not carry over timesheet values to another week.
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Enter 'N' for Non-Regular Hours. This category type has the same feature as regular hours in that the hours will be carried over to the next week, but with Non-regular hours these entries are carried over as independent timesheet categories, separate from the Regular hours.
Omit Timesheet
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Enter 'N' when the timesheets related to this Position and Category are to be interfaced into payroll.
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Enter 'Y' to prevent the timesheets related to this Position and Category from being interfaced into the payroll system. This feature is intended to allow you to have a category for the employee to enter time such as sick leave that you may not want interfaced into the payroll system as the entries are already processed through another method.
Confirm atrieveHR Absences
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Enter 'N' when confirmation of atrieveHR Absences if not required.
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Enter 'Y' to have atrieveHR Absences confirmed. Each absence date in atrieveHR must correspond to a timesheet web entry for the same time period. The employee will be warned when the entries do not match.
Pay Code
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Enter the pay code to be used in the generation of the web time sheet entry. This pay code will be used during the function line selection.
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Enter 'FN' instead of an actual pay code to indicate that the pay code should not be included when matching on function lines. With this feature the timesheet will be created using the pay code from the function line that was matched on. This feature can be used when employees have multiple function lines with different pay codes per function line. Function line matching would be done purely on Occupation code or Cost center instead. The Master function line is always the final default.
Match Position Occupation Code
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Enter 'N' when the occupation code is not used during function line selection.
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Enter 'Y' when the Web Timesheet Entry Import Process should match the occupation code from the atrieveHR Position code to the function line occupation code during function line selection. Function line selection determines the function line values used during timesheet creation such as pay rate, shift code and GL account costing. The pay code matching still applies.
See the Web Timesheet Entry Import Process documentation for more details on function line selection.
Match Position Cost Center
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Enter 'N' when the cost center code is not used during function line selection.
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Enter 'Y' when the Web Timesheet Entry Import Process should match the cost center code from the atrieveHR Position code to the function line cost center during function line selection. Function line selection determines the function line values used during timesheet creation such as pay rate, shift code and GL account costing.
When the cost center under the atrieveHR Position code is entered with the last two characters as wild cards '', for example, I1234, then the Timesheet Entry Import Process will replace the last two characters from the location code on the timesheet as the cost center code to match with.
See the Web Timesheet Entry Import Process documentation for more details on function line selection.
atrieveHR Position Rate
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Enter 'N' when the atrieveHR Position pay rate is not to override the function line rate.
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Enter 'Y' when the Web Timesheet Entry Import Process should override the function line pay rate with the Pay Rate as defined on the Payroll Information (second screen) of the atrieveHR Position Code database.
This option cannot be used when an Override Hourly Rate has been defined for the category.
Match Assignment Grid
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Enter 'N' when function line selection is not to be done based on matching with the Assignment Salary Grid.
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Enter 'Y' when function line selection is to be done based on matching grids with the Assignment Salary Grid.
Override Occupation Code
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Leave this field blank when an override occupation code is not required.
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Enter a valid occupation code to define an override occupation code to be used on all entries created for this Position/Category.
Note, you cannot use an override occupation code on the same category as one using the atrieveHR Location Occupation code option.
Override Cost Center
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Leave this field blank when an override cost center is not required.
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Enter a valid occupation code to define an override cost center to be used on all entries created for this Position/Category.
Note, you cannot use an override cost center on the same category as one using the atrieveHR Location Cost Center.
Override Shift Code
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Leave this field blank when an override shift code is not required.
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Enter a valid occupation code to define an override shift code to be used on all entries created for this Position/Category.
Note, you cannot use an override shift code on the same category as one using the atrieveHR Position Shift code option.
Override Hourly Rate
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Leave this field blank or zero when an override hourly rate is not required.
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Enter the exact hourly (daily) rate to be used on timesheets created for this category. This option cannot be used when atrieveHR Position Rate has been activated for the category.
GL Account
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Enter an override GL account code. This override GL account will be used in place of the GL account used from either the function line or cost center. Use this GL override when a specific category should be redirected to a specific GL account for all occurrences.
You may enter a GL account containing the wildcarding character '?' to replace any valid GL digit. When this GL Account is defined with the wildcard character, the process will first determine the nature GL account and then apply the wild carding from this GL.
Note, you cannot use the wildcarding on this GL Account on the same category as the atrieveHR Location GL Wildcarding option.
atrieveHR Location Occupation Code
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Enter 'N' when the occupation code should not be overridden.
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Enter 'Y' to have the occupation code overridden with the occupation code from the atrieveHR location database based on the location worked.
atrieveHR Location Cost Center
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Enter 'N' when the cost center should not be overridden.
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Enter 'Y' to have the cost center overridden with the cost center code from the atrieveHR location database based on the location worked.
atrieveHR Position Shift Code
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Enter 'N' when the shift code should not be overridden from the atrieveHR Position code.
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Enter 'Y' to have the shift code overridden with the shift code from the atrieveHR Position code.
atrieveHR Location GL Wildcarding
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Enter 'N' when the GL should not be wildcarded with the atrieveHR location GL account.
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Enter 'Y' to have the GL wildcarded with the GL account from the atrieveHR location database based on the location worked. This feature allows you to wildcard the employee's GL account for location based costing.
atrieveHR Position CC/GL
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Enter 'N' when the GL should not be pulled from the atrieveHR Position code.
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Enter 'Y' to have the GL pulled from the atrieveHR Position code and wildcarded with the employee's payroll location code, when applicable.