Click to select the timesheet schedule that you want to use as the default when you import or add a new employee history record that does not have an assigned timesheet schedule.

Click to select the work schedule that you want the system to use as the default when you import or add a new employee history record that does not have an assigned work schedule.

Click to select the timesheet class that you want the system to use as the default when you import or add a new employee history record that does not have an assigned timesheet class.

Select this check box to give employees the ability to load an empty timesheet with selected charges from the Employee Favorites table. This value is the default in the Defaults tab of the Employee Information screen.

Select the check box to use rate 1. If you select this check box, please specify the label for the rate.

Rate 1 is typically used as a labor rate. See Concept Topic: Labor Costing for further information.

Select the check box to use rate 2. If you select this check box, please specify the label for the rate.

Rate 2 is typically used as a billing or "burn" rate. See Concept Topic: Labor Costing for further information.

Click to select the UDT that you want to use for tracking leave.  The valid options are "UDT01," "UDT02," and "UDT10."  

("UDT02" appears as an option if you configured the system to use UDT02.)

Use the drop-down to select whether you want to use the Line Level Approval feature, which enables you to approve or reject individual lines of a timesheet. The valid options are:

• Disabled
• Optional
• Required

Line level approval information prints on the timesheet if you select an option other than "Disabled."

See Concept Topic: Line Level Approval for more information.

Use the drop-down to select whether you want to use hours proration and, if so, the number of decimal points for rounding hours. The valid options are:

• Disabled
• Enabled (Hours) - Prorates the hours down to standard and rounds using the hour increment of the employee's timesheet class.
• Enabled (2 Decimals) - Rounds hours down to 2 decimal positions.

You can use the Hours Proration drop-down to adjust hours entered down to standard. It is a form of Total Time accounting.

See Concept Topic: Hours Proration for further details. 

Click to select the UDT value you want displayed and printed in timesheet header. The value is based on the employee's appropriate history record. The valid options are UDT01 through UDT10.

Use the drop-down to select the type of edit(s) that should be performed on leave balances. The valid values are:

• As Of - The system checks whether the employee had leave as of the end date of the timesheet.  It looks at the leave balance (leave taken and leave accrued) as of the end date.
• Cumulative - The system checks leave balance on all leave taken and leave accrued, regardless of timesheet end date. This edit checks whether the employee currently has leave.
• Both - With this option, the system performs both edits.

Wage determination enables you to override an employee's hourly rate for labor costing using factors such as UDT05, UDT03, UDT01, UDT06, or UDT07.

If you do not want to use wage determination, select "Disabled" in Wage Determination.

If you want to use wage determination but you do not want to use UDT06 rates, select "Standard."

If you want to use wage determination AND you want to be able to include rates for UDT06 codes in the calculations, select "Enhanced."

For timesheet classes that require revision explanations, the Timesheet Revision Grace Period option enables you to specify a period of time in which time entries for the previous day can be revised without explanation.

For example, if you select 11:00 a.m. as the deadline for the grace period, users can revise timesheet entries for the previous day anytime before 11:00 a.m. on the current day. Users who enter revisions after 11:00 a.m. are prompted to provide an explanation for the revision.

Each employee’s time zone is compared to the selected grace period to ensure that all employees are afforded the same amount of time for their changes. 

Select the Allow Unauthorized Charges check box to allow employees to use charges for which they are not authorized. Employees must manually enter unauthorized charges, because they will not appear in the Charge Lookup. (If an employee enters an unauthorized charge on a timesheet or in a favorite, it is displayed in red.)

Select this check box to disable line comments on the Manage Timesheets screen. If you select this check box, the Line Comment icon will not display on the timesheet. By default, this check box is unchecked.

Select this check box to disable cell comments. If you are using either or both of the User Defined Rates, you cannot disable cell comments. The check box will be unchecked and disabled.

If you are not using the User-Defined Rates and select this check box, the cell comment icon will not display on the timesheet.

Select Allow Rejection of Processed Timesheets if you want to provide the option to reject timesheets with the "Processed" status. Users with the necessary rights to reject a timesheet have this option.

If a supervisor rejects a processed timesheet, the same notifications are sent as when other timesheets are rejected.

If you don't select this box, the button in the Manage Timesheets screen for rejecting a timesheet is not available for processed timesheets.

Select Enable Mass Approvals to enable the option to allow bulk approval or rejection of timesheets.

When this setting is selected, the Mass Approval check box in Time & Expense > Configuration > Resources > Functional Roles becomes enabled, which must also be selected to fully enable the feature at the Functional Role level.

Check Track Lunch Start/End if you want the option to have employees enter lunch start and end times when entering timesheets.

If you don't check this box, the fields for entering lunch start and end times are not available when you are setting up default work schedule information or  employee work schedules, or when you are entering in and out times in the Time In/Out Subtask on the Manage Timesheets screen.

Select the Prorate Hours Upward check box if you want Time & Expense to prorate hours up when an employee works fewer than the adjusted standard number of hours.

For example, if this box is selected and an employee enters only 20 hours, all of which are proratable, for a timesheet for which the adjusted standard number of hours is 40, the proration percentage is 200. As a result, the proration process increases the hours to 40 for the timesheet.

If you only want hours prorated when employees work more than standard hours, do not select Prorate Hours Upward.

Check Allow Timesheet Period Text if you want to have the option to enter text that is displayed following a timesheet period in the Manage Timesheets screen.

If you check this box, you can enter up to 10 characters of text for each timesheet period you set up in the Manage Timesheet Schedules screen.

If you don't check this box, this feature is not available in the Manage Timesheet Schedules screen.

Check this check box if employees must use a predefined revision for timesheet revision explanations.

When unchecked, employees can either select an editable predefined explanation if available or enter a free-form revision.

To create revision text, click the Revision Explanations subtask.