Recording labor allocation changes

  1. Expand the row of a day in the timesheet to view the work details for that day.
    The inline details are displayed underneath. The rows display the employee's schedule and labor allocation for the day. You can make changes to any values in the row to reflect where the employee spent their time.

    Alternatively, you can click the pencil icon for a day and select Elapsed Time from the pop-up window.

  2. Specify this information:
    Hours
    Specify the number of hours the override lasted.
    Time Code
    Select a time code that classifies how the extent of time was spent.
    Hour Type
    Select the hour type that specifies how to pay the employee for their time.

    You can assign overtime pay by selecting OT1 (time and a half), OT2 (double time), or OT3 (double time and a half). This pay rate is only applied to the number of hours that is specified in the Hours field.

    Job
    Optionally, select a job to charge the labor towards. Jobs describe the actual function that the employee performs.
    Department
    Optionally, select a department to charge the labor towards.
    Project
    Optionally, select a project to charge the labor towards. Leave blank if you supply a value in the Docket field.
    Docket
    Optionally, select a docket to charge for the labor. Generally, dockets are only used for incentive pay systems to measure employee production quantity. Leave blank unless required.
    Team
    Select a team to charge the labor towards.

    The application adjusts the start and end times to reflect the number you specified in the Hours field. For example, to reflect working on a special project for half of an eight-hour shift, specify 4. The end time becomes four hours after the start time. An additional row is displayed underneath with the remaining hours in the shift. You can adjust the fields in this row, too.

    All of the labor metric fields are optional. If you leave them blank, the application uses the employee’s default labor allocation to determine which job, department, project, docket, or team to charge. Only the fields for which you supplied a value are changed.

    For example, an elapsed time override for two hours is created and a value is supplied only in the Department field. In this case, the application allocates two hours of work against the specified department. Any other metrics that are specified in the employee’s default labor allocation are used for the remaining metrics, such as the team and project.

  3. Click Submit.