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Contents of the Configure Weighted Average Overtime Settings Screen

Use the fields and options to configure the Configure Weighted Average Overtime Settings screen.

Contents

Field Description
Timesheet Cycle

Enter, or click to select, the timesheet cycle to which the weighted average rules apply. displays all timesheet cycles linked to your login company in the Timesheet Period (TS_PD) table.

The timesheet cycle description displays in the untitled field to the right.

Period Type

From the drop-down, select whether the weighted average is calculated and applied based on a timesheet period or a weighted average period. The default is Timesheet Period. If you use timesheet periods, you must apply weighted averages to timesheet cycle periods. If you use weighted average periods, you must set up those periods in this screen. Valid options are:

  • Timesheet Period: If you select this option, the Apply Weighted Average Rates to Timesheets screen uses timesheet periods to calculate and apply the weighted average. Selecting this option disables (but does not clear) the Weighted Average Periods table. This option is the default.
  • Weighted Average Period: If you select this option, the Apply Weighted Average Rates to Timesheets screen uses weighted average periods to calculate and apply the weighted average. Selecting this option enables the Add Weighted Average Periods group box and the Weighted Average Periods table, where you must set up the periods.
Timesheet Processing Method

From the drop-down list, specify the basis for calculating and applying the weighted average rates. The default is One Timesheet at a Time. To calculate and apply weighted average rates to one timesheet at a time, select One Timesheet at a Time. To calculate and apply weighted average rates to all timesheets in a period, select All Timesheets in the Period.

  • One Timesheet at a Time: Select this option to calculate and apply a separate weighted average rate for each timesheet in the period. If you select this option, the Apply Weighted Average Rates to Timesheets utility updates only unposted timesheets.
  • All Timesheets in the Period: Select this option to calculate one weighted average rate for all of an employee's timesheets within a period and apply that rate to all of the employee's unposted timesheets within that period. All of the employee's posted and unposted timesheets within a period are used to determine one weighted average rate.
Include Bonus Timesheets Select this check box if Bonus-type timesheets should be included when determining weighted average rates in the Apply Weighted Average Rates to Timesheets utility. Regardless of the timesheet types selected, only pay types with a Weighted Average method of Include this pay type in determining weighted average rate on the Manage Pay Types screen will be included when determining the weighted average rate.

Include Pay Class

Use these check boxes to include a pay class or a combination of pay classes. You must select a least one pay class. All check boxes default as selected.

Field Description
Hourly, Non-Exempt

If you select this check box, the Apply Weighted Average Rates to Timesheets and Create Retroactive Timesheet Adjustments utilities select employees with a pay class of Hourly and an FLSA status of Non-Exempt as of the specified period end date. The pay class is determined by the value in the Rate Type field on the Manage Employee Salary Information screen, and FLSA status is determined by the status of the FLSA Exempt check box in the same screen.

Salaried, Non-Exempt

If you select this check box, the Apply Weighted Average Rates to Timesheets and Create Retroactive Timesheet Adjustments utilities select employees with a pay class of Salaried and an FLSA status of Non-Exempt as of the specified period end date. The pay class is determined by the value in the Rate Type field on the Manage Employee Salary Information screen, and FLSA status is determined by the status of the FLSA Exempt check box in the same screen.

Fluctuating, Non-Exempt

If you select this check box, the Apply Weighted Average Rates to Timesheets and Create Retroactive Timesheet Adjustments utilities select employees with a pay class of Fluctuating and an FLSA status of Non-Exempt as of the specified period end date. The pay class is determined by the value in the Rate Type field on the Manage Employee Salary Information screen, and FLSA status is determined by the status of the FLSA Exempt check box in the same screen.

Add Weighted Average Periods

If you selected the Weighted Average Period option as your Period Type, use this group box to generate weighted average periods. Enter a value in each field and click the Add button to add the periods to the Weighted Average Periods table in this screen.

If you prefer, you can manually enter the periods in the Weighted Average Periods table instead of using this group box.

If you selected the Timesheet Period option in the Period Type drop-down list, this group box is disabled.

Example:

Number of Periods: 3

Days in Each Period: 7

First Start Date: 01/01/2006

This setup adds the following periods to the Weighted Average Periods table:

Start Date End Date Open Processed
01/01/2006 01/07/2006 Y N
01/08/2006 01/14/2006 Y N
01/15/2006 01/21/2006 Y N
Field Description
Number of Periods

Enter the number of periods to be added in the Weighted Average Periods table.

Days in Each Period

Enter the number of days that are used to build each period.

First Start Date

Enter, or click to select, the start date of the first period to be added in the Weighted Average Periods table.

Add

Click this button to auto-generate weighted average periods. Clicking this button adds weighted average periods based on the number of periods and the first start date entered.

Weighted Average Periods

Field Description
Start Date

Enter, or click to select, the start date of the weighted average period.

End Date

Enter, or click to select, the end date of the weighted average period.

Open

From the drop-down list, select Yes to indicate that weighted average rates can be applied to the period; otherwise, select No. You can indicate that a weighted average period is closed, thereby prohibiting the Apply Weighted Average Rates to Timesheets utility from executing against it.

Processed

This non-editable field displays the process flag. Y (Yes) indicates the record information has been processed; N (No) indicates this information has not been processed. This field can be updated only by the Apply Weighted Average Rates to Timesheets utility.