Creating New Labor Charge Field Values by Copying Existing Values |
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You can create a new labor charge field value quickly by copying an existing value and then editing and saving the copy with a new ID. Copying is particularly useful if you want to create a new value with similar settings to an existing value. Creating new values by copying, rather than by using the Add New button, can save time and increase accuracy.
Note: You cannot copy Department labor charge field values because the Time & Attendance module is not the System of Record for departments.
To create a new labor charge field value by copying an existing value:
From the Time & Attendance menu, select Setup.
Note: If the Setup option is not visible, make sure that you have selected Practitioner in the Role Selector.
Under the Labor
Charge Fields heading, click the name of the labor charge field (for
example, Wage Rate Programs)
for which you want to create new values by copying.
A Labor Charge Values
page (where Labor Charge
is the name of the labor charge field you selected) opens and displays
the
labor charge field values that have been defined for the labor charge
field you selected. For example, if you selected Wage Rate Programs,
a Wage Rate Programs page opens and displays the specific wage rate
programs that have been created.
On the Labor Charge Values page, click the button in the right column of the row containing the value you want to copy. A Labor Charge page opens that contains a copy of the properties of the original value.
Tip: You can use the Search Options tools at the top of the Labor Charge Values page to search by ID or Description for the value you want to copy.
In the first field of the Labor Charge page, delete the existing ID and enter a new, unique ID for the new value you are creating. This field is required.
Tip: The label for the first field will have the same name as the labor charge field. For example, on the Wage Rate Program page, the first field is called Wage Rate Program. Enter a new Wage Rate Program ID in this field. The ID is a code consisting of up to 25 letters and/or numbers that a user will enter into the labor charge field on the Time Sheet, Timecard Manager, scheduling pages, etc. It is helpful to make the ID short and easy to remember.
In the Description section, enter a new, brief description of the value in each language supported by your company. This field is required. Both the ID and the description are displayed in labor charge value lookup windows.
Tip: Although you can use the descriptions that were copied from the original value, ADP strongly recommends assigning unique descriptions to every labor charge field value.
In the Start Date field, click the button and select the date on which you want the value to become available for use.
In the End Date field, click the button and select the last date on which you want the value to be available for use.
Tip: Entering a start date and end date is not required. Values without start and end dates defined are always available if the Active check box is selected. If a start date is defined for a value but no end date is specified, the value will be available indefinitely after the start date has passed, as long as the Active box is checked. If an end date is defined but no start date is given, the value will be available until the end date has passed, as long as the Active box is checked.
If the Manager ID field is displayed, add, edit, or delete the manager ID as appropriate.
Notes:
The Manager ID
field will only appear if your company has configured the labor charge
field for employee loan. If the Manager
ID field does appear and you enter a manager
ID, the specified manager
will be able to view and approve any time pair charged to this labor
charge value, even if he or she does not normally supervise the employee
who charged time to the labor charge value.
The manager ID
is not the same as the manager’s
Employee ID. It is the manager’s
User ID. If you are unsure which ID to enter, use the button to help you find the correct ID.
To learn more about employee loan see the Loaning and Borrowing Employees
Overview.
If necessary, click the Active check box to make the new value active or inactive.
Notes:
The Active check box allows you to make a labor charge field value
unavailable without deleting it permanently. When you create a new
value by copying an existing value, the new value will inherit the
Active setting of the original value.
If the Active check box is selected and no start and end dates are
defined, the value is always available. If the Active check box is
selected and start and end dates are defined, the value is only available
during the specified date range.
Click Submit to save the new labor charge field value.