Labour Rules

This screen allows you to maintain Labour Rules.  Labour Rules allow you to define what rules, within the Labour area, you wish to apply.  The following rule settings are available

 

Entry and Display fields

 

Timesheet Approvals: ‘Check’ this checkbox if you wish to include Timesheet Approvals into the Timesheet Process.  I.e.

•

If this is checked then User Signon Codes designated as having ‘Approval’ rights will approve Timesheets before they are posted.

•

If this is not checked then the ‘Approval’ process will not be used.

 

Hours by Time of Day: This defines the default method of entering times in the Timesheet screen.  It can changed when entering times and made specific to the session.  The options are:

•

If this is ‘checked’ then the Timesheet entry screen will default to entering a Start and End Time from which the program will evaluate the duration. 

•

If this is not ‘checked’ then the entry will be the duration.

 

Copy to History Notes: This enables you to default the status of the equivalent checkbox on the Timesheet ‘Lines’ screen.  I.e. If this is ‘checked’ then the checkbox on the Timesheet ‘Lines’ screen will default to being ‘checked’

 

Copy to Order Line Notes: This enables you to default the status of the equivalent checkbox on the Timesheet ‘Lines’ screen.  I.e. If this is ‘checked’ then the checkbox on the Timesheet ‘Lines’ screen will default to being ‘checked’

 

Copy to Invoice Line Notes: This enables you to default the status of the equivalent checkbox on the Timesheet ‘Lines’ screen.  I.e. If this is ‘checked’ then the checkbox on the Timesheet ‘Lines’ screen will default to being ‘checked’

 

Default Timesheet Line Type: This provides facility to have a preferred Timesheet Type when first entering the Timesheet screen.  The options are:

•

Employee

•

Job

•

Assembly

•

Non-Charge

 

Default Labour Code: This allows you to define the Labour Code related to Timesheet Lines against an Employee.  The options are:

•

Any Labour Code:  The Labour Code field on the Timesheet Line must be selected from the drop-down list of Labour Codes

•

Default Employee Labour Code: The Labour Code field is prefilled with the default Labour Code held against the Employee record but can be amended by selecting from the drop-down list of Labour Codes

•

Only Labour Codes from Order:  Having identified the Order then the Labour Code field selection is restricted to those contained in the Order.

 

Default Employee for Non-Allocated Tasks: If you identify a default Employee (Example:-  'Unallocated') then this 'employee' will appear in the first column in the Scheduling Calendar View from where you can drag-and-drop to allocate to Employees.  This provides you with the facility define Job Tasks which, when used in a Job will automatically pull in the 'Unallocated' Employee into the Calendar

 

Prevent Posting of Timesheet Line if Task/Step is Closed: If this is ‘checked’ then the Timesheet lines are checked to determine if they are associates with a Job Order Task or an Assembly Order Step have a 'Closed' status.   If this is found to be the case then the posting will be refused

 

Variable Overhead Application: From the drop-down list select when you wish Variable Overheads are to be applied when related to Timesheet entries.  The options are:

After Rate Scale: The Variable Overhead to be calculated from entered time * Rate Scale

Before Rate Scale:The Variable Overhead to be calculated from entered time only

 

Timesheets Interpreted: If this is 'checked' then you have the ability to Interpret Timesheet entries based on rules as defined in the Rate Scale Matrix screen (found in ‘Labour-Settings-Rate Scale Matrix’). Note: If set, when posting the Timesheets, only Interpreted lines will be posted (Total hours for Interpreted Lines must also balance to Non Interpreted Lines). 

Where there is no Employee-Labour Cost: Select from drop-down list. Either "Use Labour Standard Cost" or "use Employee Direct Cost".

Default Timesheet Style: Select the default TimeSheet Style which will be displayed in the "Entries By" field in the Detail tab when creating a new timesheet.

No Cost Non-Charge Cost Centre: Select the Cost Centre which represents a No Cost Non-Charge Cost Centre. There will not be any financial transactions generated for any postings to this cost centre. This is used mainly for "Internal" time recording which have no financial impact. You may need to add a new Cost Centre to your existing list of Cost Centres to allow for this.

Timesheet Interpreted Logic: Select either "Standard Procedure" or "Custom Procedure".  (The default is Standard Procedure.)

There are now three possible ways to apply timesheet interpretation logic.

1. "Standard Procedure" means it will use the Rate Scale Matrix specified in Labour Settings to interpret the Timesheet entries. This should satisfy the requirements of the majority of companies.  If the Rate Scale Matrix is not sufficient to handle the requirements, then you could write a Stored Procedure or a System Action script to achieve that.

2. "Custom Procedure" means it will use a user-defined Stored Procedure to interpret the Timesheet entries. Make sure you specify the name of your Custom Procedure in the next rule.

3. A third option is to use a user-defined System Action script which will be run when the "Interpret Timesheet" button is pressed. Make sure your System Action script has an Abort statement at the end so the Standard Procedure or Custom Procedure is not run after your script is completed.

Interpreted Custom Procedure Name: Enter the name of your user-defined Stored Procedure here. You should have created this procedure first before selecting "Custom Procedure" in the above rule.

 

 

Buttons

 

Close: This will close the screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

 

Save: This will save the current data without exiting the screen

 

Cancel: Any changes made since the line was actioned or the last time the ‘Save’ Button was pressed will be lost.