Employee Time Activities

Form ID: (EP307000)

This form is available only if the Time Management feature is enabled on the Enable/Disable Features (CS100000) form.

You use this form to view and enter time activities.

Form Toolbar

The form toolbar includes only standard buttons. For the list of standard buttons, see Form Toolbar and More Menu.

Summary Area

You use the elements in this area to create a new time activity or to select the existing time activities to be displayed in the table.

Element Description
Employee The name of the employee whose time activities you want to view.
From Week The start week of the date range for which you want to view the time activities.
Until Week The end date of the date range for which you want to view the time activities.
Project

The project for which you want to list the time activities.

The box is shown if the Project Accounting feature is enabled on the Enable/Disable Features (CS100000) form.

Project Task

The project task for which you want to list the time activities. If you select a project that has the default project task, this task is automatically populated in the column.

The box is shown if the Project Accounting feature is enabled on the Enable/Disable Features form.

Include All Rejected A check box that indicates (if selected) that you want to view all time activities, including rejected ones. If the check box is cleared, the list will include all activities except for rejected ones.

By default, this check box is selected.

This check box is available if the Project Accounting feature is enabled on the Enable/Disable Features form.

Table 1. Regular Section
Element Description
Time Spent The regular work hours spent by the employee on the time activities listed in the table.
Billable The billable work hours spent by the employee on the time activities listed in the table.
Table 2. Overtime Section
Element Description
Time Spent The overtime spent by the employee on the time activities listed in the table.
Billable The billable overtime spent by the employee on the time activities listed in the table.
Table 3. Total Section
Element Description
Time Spent The total working time (regular and overtime) spent by the employee on the time activities listed in the table.
Billable The total billable working time (regular and overtime) spent by the employee on the time activities listed in the table.

Table

This table includes the detailed information about the time activities that meet the specified selection criteria.

The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.

Table 4. Table Toolbar
Button Description
View Opens in a pop-up window the Activity (CR306010) form with the details of the selected activity, which you can adjust if the activity has the Open or Canceled status.
Note: This action is applicable only to the time activities created through the Activity form.
Table 5. Table Columns
Column Description
Hold A check box that indicates (if selected) that the time activity is on hold. Clear the check box to make the time activity available for approval, if approval is required, or to complete the activity, if approval is not required.
Status The status of the time activity record. The following statuses are possible:
  • Pending Approval: The time activity is waiting for approval by the authorized person.
  • Open: The time activity is ready to be approved or completed.
  • Completed: The time activity has been either approved by the authorized person or accepted without approval.
  • Rejected: The time activity has been rejected by the authorized person. A warning appears for the rejected record.
  • Canceled: The time activity has been canceled.
  • Released: The time activity has been released.
Date

The date of the time activity.

The default date is defined by the Default Date in Time Cards setting on the General Settings tab of the Employee Classes (EP202000) form.

Time The time when the time activity was created.
Workgroup The workgroup to which the employee belongs.
Earning Type The type of the work time spent by the employee.
Task The task activity associated with the time activity. Only tasks that belong to the selected employee are available for selection.
Project

The project associated with the time activity.

The column is available if the Project Accounting feature is enabled on the Enable/Disable Features form.

Project Task

The project task associated with the time activity.

The column is available if the Project Accounting feature is enabled on the Enable/Disable Features form.

Certified Job

A check box that indicates (if selected) that the employee has spent the reported time to perform a certified job.

The system automatically selects the Certified Job check box in the time activity line if the Certified Job check box is selected for the project selected for the time activity in the Project Properties section of the Summary tab of the Projects (PM301000) form. You can clear this check box if it has been selected or select the check box manually, if needed.

This column is shown on the form if the Construction feature is enabled on the Enable/Disable Features form.

Cost Code

The cost code with which this activity is associated to track project costs and revenue.

The column is available if the Cost Code feature is enabled on the Enable/Disable Features (CS100000) form.

Union Local

The union local associated with the time activity.

The system automatically specifies the Union Local in the time activity line by using the employee and project settings as follows:

  • If the employee has an associated union local and the project has no associated union local, the system selects the union local of the employee.
  • If the employee has an associated union local that is one of the union locals associated with the project, the system selects the union local of the employee.
  • If the employee has an associated union local that is not one of the union locals associated with the project, the system leaves this column of the time activity line blank.
  • If the employee has no associated union local, the system leaves this column of the time activity line blank.

You can clear this column if a union local has been selected or select a union local manually, if needed.

This column is shown on the form if the Construction feature is enabled on the Enable/Disable Features form.

Labor Item

The non-stock item of the Labor type associated with the time activity.

By default, the system selects the labor item associated with the employee. You can clear this column if a labor item has been selected or select a labor item manually, if needed.

WCC Code The work class compensation code associated with the time activity.
Shift Code

The work shift during which the activity was performed. By default, the system inserts the shift code specified in the Shift Code box in the Employee Settings section on the General Info tab of the Employees (EP203000) form.

This column appears only if the Shift Differential feature is enabled on the Enable/Disable Features form.

Contract

The contract associated with the time activity, which allows billing time activities directly through contracts without using the Customer Management functionality.

This column is hidden by default and it is available only if the Customer Management feature is disabled on the Enable/Disable Features form.

Appointment Nbr.

The appointment associated with the activity.

This column is available only if the Service Management feature is enabled on the Enable/Disable Features form.

Customer ID

The customer associated with the appointment.

This column is available only if the Service Management feature is enabled on the Enable/Disable Features form.

Log Ref. Nbr.

The line reference number on the Log tab of the Appointments (FS300200) form associated with the employee.

This column is available only if the Service Management feature is enabled on the Enable/Disable Features form.

Service

The service that the employee has performed during the appointment.

This column is available only if the Service Management feature is enabled on the Enable/Disable Features form.

Time Spent The time the employee spent on the time activity.
Billable A check box that indicates (if selected) that the work hours are billable.
Billable Time The billable time for the time activity.
Description The description of the time activity.
Approver A person authorized to approve the time activity. The time activity approver of the related project can also approve the activity.
Time Card Ref. The time card associated with the time activity. If this column is empty, the time activity is not yet included in any time card.
Case ID

The identifier of the case associated with the time activity.

This column is available only if the Case Management feature is enabled on the Enable/Disable Features form.

Contract ID The identifier of the contract associated with the case to which this time activity was added.