After you open a timesheet transaction file, the fields that display in the header fields at the top of the form apply to the entire transaction. The grid fields represent individual transaction line items.
Header Fields
| Field | Description |
|---|
| Employee
|
Perform one of the following actions to enter the employee number:
- In the
Employee field, enter all or part of the employee number. Vision searches for matching records in your database. If only one possible match is found, Vision enters the record. If more than one possible match is found, Vision displays a list of all possible matches. Select the employee from the list.
- Click
 to display the lookup and select the employee record.
|
| Status
|
This field displays the current status of the transaction file.
|
| Approved By
|
If the transaction file has been Approved, then this field displays the approver.
|
Grid Fields
| Field | Description |
|---|
| Date
|
Enter the date the timesheet period ended. Click the calendar icon to use the calendar lookup and select the appropriate date.
|
| Project
|
Perform one of the following actions to enter the project number:
- In the
Project field, enter all or part of the project number. Vision searches for matching records in your database. If only one possible match is found, Vision enters the record. If more than one possible match is found, Vision displays a list of all possible matches. Select the project from the list.
- Click
to display the lookup and select the project record.
|
| Phase
|
Perform one of the following actions to enter the phase number:
- In the
Phase field, enter all or part of the phase number. Vision searches for matching records in your database. If only one possible match is found, Vision enters the record. If more than one possible match is found, Vision displays a list of all possible matches. Select the phase from the list.
- Click
to display the lookup and select the phase record.
|
| Task
|
Perform one of the following actions to enter the task number:
- In the
Task field, enter all or part of the task number. Vision searches for matching records in your database. If only one possible match is found, Vision enters the record. If more than one possible match is found, Vision displays a list of all possible matches. Select the task from the list.
- Click
to display the lookup and select the task record.
|
| Labor Code
|
Select the employee's labor code from the Labor Code lookup.
The number of labor code levels available depends on your system administrator settings. You can select a labor code for each level. For example, the labor code
EO33 could be:
- Level 1: Engineer (E)
- Level 2: Schematic Design (03)
- Level 3: Sr. Consultant (3)
|
| Labor Category
|
Use this drop-down list to select a labor category for the employee.
|
| Payroll Tax Locale
|
This column displays only when the
Allow Project's tax locale to be overridden on timesheet option on the Configuration, Payroll, General tab is selected. Use this column to select a payroll tax locale for the employee. The selection overrides any previous payroll tax locale defined.
|
| Reg
|
Enter the employee's regular hours worked during the timesheet period.
|
| Ovt
|
Enter the employee's overtime hours worked during the timesheet period.
|
| Ovt 2
|
Enter the employee's secondary overtime hours reported for the W-2 year and quarter. This is the amount calculated for secondary overtime hours for the transaction, labor code, task, or project.
|
| Comments
|
Enter any comments about the timesheet entry.
Click
Edit to use the Text Editor to enter information.
|