Set up timesheet defaults

Timesheet defaults are values that you expect to use very often on your employee timesheets. Timesheet defaults can be set up for Regular and Second Payments. These defaults eliminate the need to select your regularly used categories from the lists (for example, Regular Hours, Overtime Hours, Bonuses and Commissions). For example, if you set up a default like Regular Time to appear every time Powerpay displays your hourly timesheets, you save yourself time. It is important to understand, however, that setting up default hours and earning entries does NOT cause any automatic payments to your employees with an hourly pay type. You still must enter an amount for each pay element on the Employee Timesheet page to generate a payment.

If you want to customize the hours or earning types to automatically display on the Employee Timesheet, enter them as timesheet defaults.

Prerequisites

Determine the hours and earnings types that you use most often.

Tasks

To make data entry simple, select your most commonly used categories from the list boxes in the Regular Payments section of the window. These appear in the same order on the Employee Timesheet — Regular Payment window.

  1. Click the Pay Period menu and click the Enter button for the pay period you want to work with.
  2. Go to the Employee Timesheet Defaults page.Closed From the Company menu, select Defaults > Employee Timesheet.
  3. In the Regular Payment section, select up to four hours types and up to four earnings types from the lists.

    Note: If you need additional hours or earnings types in the drop-down lists, contact your Customer Support Team.

  4. If you plan to use second payments, in the Second Payment section, select up to three hours types and up to three earnings types from the lists.
  5. Click Save.
  6. Verify your results on the Employee Timesheet page.Closed From the Payroll menu, select Regular Payment > Employee Timesheet. If you set up the timesheet for second payments, verify the result on the Employee Timesheet - Second Payment page.Closed From the Payroll menu, select Second Payment > Employee Timesheet - Second Payment.

Note: The default hours and earnings types appear on the timesheet only when you first enter payment information for an employee. After saving the page, the default hours and earnings types are replaced with the regular list boxes.

Next steps

Verify the selections you have made:

Your defaults appear for any employee for whom you have not yet made any timesheet entries for this pay period.

Employee Timesheet Defaults Page - Field Information

From the list, select the default hours types for any or all of the first four lines of data entry (three lines for Second Payments).

The list does NOT contain Rates or Factors with the description because the rate or factor can vary from employee to employee.

From the list, select the default earnings types for any or all of the first four lines of data entry (three lines for Second Payments).