Implementation Plan - Project Financials - Optional - Labor Timecards

Important Things To Know

All Security Roles allow Labor Timecard entry in the Project | Time and Expense Module. However, only Admins or Financial Admins can approve Labor Timecards in HR.
Clock In/Out functionality is turned off by default but can be enabled in Settings (gear icon) | Feature Settings | Time and Expenses.
Project Financial Analytics | Transaction Categorizations: More Info
When Labor Timecards are exported to an accounting system, they can be locked automatically in order to prevent further changes or deletions.

Labor Code | Project | Payroll Item
If a Labor/Craft Code is specified on the timecard record, the system will do a lookup on the payroll rate table within the Labor Item Details form to set the cost and bill rate. The project and payroll item referenced on the timecard will be the filter criteria.
Employee | Project | Payroll Item
If no Labor Code is specified, the project specific rates table in the Employee Details form will be reviewed to determine if there is a special cost and bill rate for that employee and project.
Employee | Payroll Item
If none of the above conditions are met the system will use the standard/default payroll rates table in the Employee Details form to determine the cost and bill rate.

Step	Task Description	Help Topic	Training Video(s)	Application Form
1	Review Feature Settings \| Time and Expenses	View		Form
	- Payroll Items	View
	- Optional: Payroll Burden Rate Templates	View
	- Optional: Workers Comp Codes (Applicable to United States)	View

Step	Task Description	Help Topic	Training Video(s)	Application Form
1	Click the 'HR' icon in the left navigation pane to view the HR Module.			Form
Option A: Individual Employee Payroll Item Rate Setup
2	Click the record count link for Active Employees.			Form
3	Click on the Employee Name to view the Employee Profile Form
4	Add Standard Employee Payroll Item Cost and Bill Rates	View
5	Optional: Add Project Specific Employee Payroll Item Cost and Bill Rates	View
Option B: Import Employee Payroll Item Rates Using Excel
2	Import Standard or Project Specific Employee Payroll Item Rates Using Excel	View		Form
Option C: Multiple Employee Payroll Item Rate Setup
2	Add Standard Employee Payroll Item Cost and Bill Rates	View		Form
3	Optional: Add Project Specific Employee Payroll Item Cost and Bill Rates	View		Form

Step	Task Description	Help Topic	Training Video(s)	Application Form
1	Click the 'Cost Database' icon in the left navigation pane and click the Labor Items' total record count hyperlink.			List
2	Click on the Labor Item Code to view the details form.
3	Enter Project Specific Timecard Cost and Bill Rates	View

Step	Task Description	Help Topic	Training Video(s)	Application Form
1	Option A: Enter Daily Labor Timecards for Individual Employee	View		List
	Option B: Enter Weekly Labor Timecards for Individual Employee	View		List
	Option C: Import From Excel	View		List
2	Approve Labor Timecards	View