Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Contents of the Apply Timesheet Adjustments in Batch Mode Screen

Use the fields and options to configure the Apply Timesheet Adjustments in Batch Mode screen.

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, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
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 on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on 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 on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Process Type

Use the options in this group box to specify the type of labor cost adjustment that you want to perform on the selected timesheets.

Field Description
Auto-Adjust

Select this option to auto-adjust the selected timesheets. You cannot use this option for the following:

  • Prorated timesheets
  • Timesheets with wage determination line, union fringe line, paid family leave line, or standard variance line
Prorate Labor

Select this option to prorate the selected timesheets. You cannot use this option for the following:

  • Prorated or auto-adjusted timesheets
  • Timesheets with wage determination line, union fringe line, paid family leave line, or standard variance line
Generate Fringe

Select this option to create union or wage determination fringe lines on the selected timesheets. You cannot use this option the following:

  • Prorated or auto-adjusted timesheets
  • Timesheets with wage determination line, union fringe line, or standard variance line
Standard Variation

Select this button to determine if a standard hourly variance exists and to subsequently create a variance line for the selected timesheets.

You cannot use this option for the following:

  • Timesheet lines charged to the account for a Leave Type which is flagged for paid family leave in Manage Leave Types
  • Timesheet lines which were generated for paid family leave
Paid Family Leave

Select this button to apply labor cost adjustments for hours charged to a Paid Family Leave - leave type. The labor cost will be adjusted to the employee's average hourly compensation rate specified in the Paid Family Leave subtask on the Manage Employee Leave screen.

You cannot use this option for the following:

  • Timesheets that have been auto-adjusted
  • Timesheets that have been prorated
Reverse Paid Family Leave

Select this button to reverse Paid Family Leave adjustments on timesheets within the specified screen parameters.

You cannot use this option for timesheets that have had Salary Caps applied.

Apply Salary Caps

Select this option to run the salary cap process for the selected timesheets.

You cannot use this option for the following:

  • Reversed timesheets
  • Bonus, Labor Only, Labor Susp timesheet types

Salary Cap Timesheet Data

Use the fields in this group box when creating salary cap timesheets.

Field Description
Timesheet Date Enter the timesheet date that will be used to create salary cap timesheets.
Accounting Period Use the fields in this group box to define the accounting period that you will use to create salary cap timesheets.
Fiscal Year Enter the fiscal year that will be used to create salary cap timesheets.
Period Enter the period that will be used to create salary cap timesheets.
Subperiod Enter the subperiod that will be used to create salary cap timesheets.

Selection Ranges

Timesheet Cycle

Field Description
Option

This field always displays One.

Start

Enter, or click to select, the timesheet cycle for the timesheets you want to auto-adjust in batch mode. This field is required.

Timesheet Dates

Use these fields to select the range of timesheet dates to include in the Apply Timesheet Adjustments in Batch Mode process.

Field Description
Option

From the drop-down list to select the range option to include on this report. Valid options are:

  • All: Select this option to include all timesheet dates on this report.
  • One: Select this option to include only one timesheet date on this report.
  • Range: Select this option to include a range of timesheet dates in this process. This range includes all timesheet dates within the date in the Start field and the date in the End field.
  • From Beginning: Select this option to include the first timesheet date up to the date in the End field.
  • To End: Select this option to include timesheet dates within the date in the Start field and the last home timesheet date.
Start

Enter, or click to select, the starting timesheet date for the range you want to include in the report. If you select All or From Beginning in the Option field, this field is inactive.

End

Enter, or click to select, the ending timesheet date for the range you want to include in the report. If you select All, One, or To End in the Option field, this field is inactive.

Employees

Use these fields to select the range of employees you want to include in the Apply Timesheet Adjustments in Batch Mode process.

Field Description
Option

From the drop-down list, select the range option for the employee to be included on this report. Valid options are:

  • All: Select this option to include all employees on this report.
  • One: Select this option to include only one employee on this report.
  • Range: Select this option to include a range of employees in this process. This range begins with the employee in the Start field and ends with the employee in the End field.
  • From Beginning: Select this option to include the first employee up to the employee in the End field.
  • To End: Select this option to include the employee in the Start field up to the last home employee.
Start

Enter, or click to select, the starting employee ID for the range you want to include in the report. If you select All or From Beginning in the Option field, this field is inactive.

End

Enter, or click to select, the ending employee ID for the range you want to include in the report. If you select All, One, or To End in the Option field, this field is inactive.

Transaction Currency

You can only use the following fields if Multicurrency functionality is enabled in the Configure Labor Settings screen.

Option

From the drop-down list, select whether All or One of the transaction currencies will be part of the selection criteria.

Start

Enter, or click to select, the transaction currency of timesheets that you want to auto-adjust. If you enter a transaction currency, then timesheets will be processed for only the employees that have a currency (as of the screen Timesheet Date) that is equal to the transaction currency specified on this screen.

Include

Field Description
Salaried Employees Select this check box to include salaried (includes salary fixed and salary fluctuating) employees.
Hourly Employees Select this check box to include hourly employees.

Timesheet Adjustment Options

Use this group box to determine how timesheets are to be auto-adjusted in the batch mode process.

Auto Adjust Method

Field Description
Auto-Adjust individual timesheets

Select this option to auto-adjust timesheets on an individual basis. Each regular timesheet is adjusted to the percentage of the employee's salary indicated by the entered Auto-Adjust %.

Auto-Adjust all timesheets in timesheet period

Select this option to accumulate all timesheets in the period for each employee so they can be auto-adjusted collectively. All regular timesheets for an employee within the entered date range are accumulated to calculate a total base. Then the base is used to adjust each timesheet line to the percentage of the employee's salary as indicated by the entered Auto-Adjust %.

Note:

If an employee had two different labor rates in effect within a specified timesheet date range that you want to auto-adjust, select the Individual Timesheets option so that the different rates can be applied. Regular timesheets are auto-adjusted in accordance with the labor rates that were in effect as of the date of the timesheet for the Individual Timesheets method.

When you select the All Timesheets in Timesheet Period option, the labor rate in effect as of the timesheet period end date is used for the entire date range.

Do not auto-adjust

Select this option if you do not want to use auto-adjust functionality.

Override Auto-Adjust %

This field displays the percent figure that will be used for the auto-adjustment. The default is the Default Auto-Adjust % field on the Manage Timesheet Periods screen, but you can change it to a different percentage. This field is required.