Applying labor shortcuts to record labor allocation changes

You can use the Labor Shortcut override to select a defined labor shortcut and apply it to an employee's timesheet. A labor shortcut defines the labor metric fields that are updated when the shortcut is used. For example, a shortcut can be used to change the job, project, department, and docket values of a work detail simultaneously. When used with the Apply Pay Rates Rule, a shortcut can also alter the pay rate for the period covered by the shortcut.

Shortcuts can be applied to an entire day or for a specific set of times on a day.

  1. Click the pencil icon in a day’s row to apply a labor shortcut to the work details in that day.
    To apply a labor shortcut to multiple days, select the check boxes for the applicable days of the week. Then click the pencil icon in the header row.
  2. Select Labor Shortcut from the pop-up window.
    If you do not see the override in the list, ensure the security group permissions for the override are set accordingly.

    See Setting user permissions for overrides and Adding override types to the timesheet.

  3. Specify this information:
    Labor Shortcut
    Select a defined labor shortcut to apply to the timesheet.

    See Creating labor shortcuts.

    Start Time
    Optionally, specify the start time for a partial day override.
    End Time
    Optionally, specify the end time for a partial day override.
    Override Comment
    Optionally, specify any comments.
  4. Click Submit to apply the labor shortcut to the timesheet.