Timesheets: By Job Timesheets: By Job
Timesheet information may be entered by Employee tab or by Job tab under Timesheets Included in Batch on the Payroll Timesheet screen.
The Timesheets: By Job program is oriented to making a series of entries to each cost code for each employee that worked on that cost code during the day. In other words, it assumes there is one timecard per job rather than one per employee.
Using this timesheet entry method is very useful for companies that prefer to enter one timesheet per day per job. This timesheet can include all of the cost codes worked on that day and all of the employees who worked on the job.
The tab selected will influence the screens used for timesheet input.
Add or Change (button)
see Add or Change a Job Timesheet
Press the Delete button and the following screen comes into view. Press the Yes button and the highlighted record will be deleted and the previous screen comes into view. If the No button is pressed, the program returns to the previous screen.
To Add a new record, press the Add button. To Change a record, highlight the desired record then press the Change button. If the by Job tab is active when the Add or Change button is pressed, the following screen will come into view. See Timesheets by Employee for information on the by Employee tab.
Job ID
Enter the number of the job for which this timesheet will be entered or press the lookup button and the Job Setup Screen will come into view. Highlight the desired job and press the Select button. The program will return to the previous screen. When the job ID number has been entered, the Job name will appear after the lookup button.
Period Ending Date
Enter the Period Ending Date for which this timesheet is to be entered or press the lookup button and a Calendar will come into view. Highlight the desired date and press the OK button.
Timesheet Date
Enter the date for which this timesheet is to be entered or press the lookup button and a Calendar will come into view. Highlight the desired date and press the OK button. The program will return to the previous screen. When the timesheet date has been entered, the complete date will appear after the lookup button.
Add or Change (button)
see Add or Change a Job Timesheet Entry
Delete (button)
see Delete button
Help (button)
see How to use Help
Add or Change a Job Timesheet Entry
To Add a new record, press the Add button. To Change a record, highlight the desired record then press the Change button. The following screen will come into view.
Employee # or name
Enter the number of the employee for whom timesheet information is being entered or press the lookup button and the Employees screen comes into view. Highlight the desired employee and press the Select button. The program will return to the previous screen.
If the number entered does not correspond to an existing employee, the number will not be accepted and the system will ask for a new employee number. If this is an existing employee, the employee’s number and name will be displayed for confirmation.
Once the correct employee name is displayed, the employee’s worker’s compensation percentage, standard hourly wage and overtime hourly wage will be displayed. The timesheet file is searched and all existing data for the employee is displayed on the screen.
Cost Code
Enter the particular cost code the employee worked on this day. Press the lookup button and the Budget Cost Code Lookup screen comes into view. Highlight the desired cost code and press the Select button. The program will return to the previous screen.
Change Order
If this time is to be charged to a change order, enter the Change Order Number or click the lookup button, which will open a lookup window showing all change orders on the current job.
Regular and Overtime Rates
Enter the regular and overtime rates the employee receives for working on this job. The system will assume the rates from the employee record unless prevailing regular and overtime rates were tied to this certified payroll craft code during Payroll Setup.
Regular, Overtime and Premium Hours
Enter the number of regular, overtime and premium hours worked that should be charged to this job cost code.
Tax and Accruals Codes are listed. This tax information will be used in withholding taxes for the employee.
Change (button)
see Change Tax and Accruals Codes
Equipment (button)
see Equipment button
Tax and Accruals Codes are listed. This tax information will be used in withholding taxes for the employee. To change the information, press the Change button and the following screen comes into view.
Tax Withholding State
Enter the state or press the lookup button and the State Setup screen comes into view. Highlight the desired state and press the Select button. The program will return to the previous screen.
Unemployment State
Enter the state or press the lookup button and the State Setup screen comes into view. Highlight the desired state and press the Select button. The program will return to the previous screen.
Locality 1 and 2
Enter the locality or press the lookup button and the Locality screen comes into view. Highlight the desired locality and press the Select button. The program will return to the previous screen.
Fringe Table
Enter the fringe table or press the lookup button and the Union Table Lookup screen comes into view.
Certified
Enter the certified code or press the lookup button and the Certified Codes screen comes into view. Highlight the desired certified code and press the Select button. The program will return to the previous screen.
Certified Labor Class
Enter an optional Certified Payroll Labor Class. This serves to further differentiate the labor when reporting via payroll certification. Currently, this field is only used when exporting payroll certification detail in the AASHTO format on the Certified Payroll Report.
Billing Craft Code
The Billing Craft Code will be used when this payroll transaction is billed to the customer using Auto Job Billing.
Code
Enter the Worker’s Comp. Craft code for the work the employee performed or press the lookup button and the Worker's Comp Code Setup screen comes into view. Highlight the desired Worker's Comp. Craft code and press the Select button.
The system will use this information to look up the worker’s compensation percentage for that particular craft code. The craft code assigned to this employee during Employee Record Entry will be used if no craft was assigned during Job Entry.
State
Enter the state or press the lookup button and the State Setup screen comes into view. Highlight the desired state and press the Select button.
Employer Rate
Enter the rate to be paid into worker’s compensation. If no rate is entered, the system will accept the rate established for this worker’s compensation craft code in State Tax Setup for the employee’s worker’s compensation rate. Whenever the worker’s compensation craft code is changed, the worker’s compensation rate will default to the rate for that craft code.
Employee Rate
Enter the rate that the employee pays towards worker's compensation.
Code
Enter the General Liability Craft code for the work the employee performed or press the lookup button and the Liability Code Setup screen comes into view. Highlight the desired Liability code and press the Select button. The system will use this information to look up the General Liability percentage for that particular craft code. The craft code assigned to this employee during Employee Record Entry will be used if no craft code was assigned during Job Entry.
State
Enter the state or press the lookup button and the State Setup screen comes into view. Highlight the desired state and press the Select button.
Employer Rate
Enter the rate to be paid into General Liability. If no rate is entered, the system will accept the rate established for this General Liability craft code in State Tax Setup for the employee’s rate. Whenever the General Liability craft code is changed, the General Liability rate will default to the rate for that craft code.
Employee Rate
Enter the rate that the employee pays towards liability.
Press the Equipment button and the following screen comes into view.
Press the OK button when all desired entries have been made. This screen will close and the program will revert to the previous screen.
Equipment ID
Enter the Equipment ID of the piece of equipment used or press the lookup button and the Equipment File Maintenance screen comes into view. Highlight the desired equipment ID number and press the Select button.
Hours Used
Enter the number of hours used.
Rate
Enter the rate.
Charge
Enter the charge.
Detail Type
There are four types: General Ledger Account, Job, Equipment and Inventory. The type selected will determine the next two fields. For more information see Detail Type.
Current Location
Enter the code for the location.