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 (CS100000) 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 (CS100000) form. |
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. |
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. |
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.
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. |
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:
|
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 (CS100000) 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 (CS100000) 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 (CS100000) 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:
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 (CS100000) 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 (CS100000) 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 available only if the Customer Management feature is disabled on the Enable/Disable Features (CS100000) form. Note: This column is hidden by default. You can display
this column in the table by using the Column Configuration dialog box. For
details, see Table Layout: Process Activity.
|
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 (CS100000) 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 (CS100000) 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 (CS100000) 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 (CS100000) 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 (CS100000) form. |
Contract ID | The identifier of the contract associated with the case to which this time activity was added. |