TSE Setup

Overview

The Timesheet setup screen is used to define several defaults and define the behavior of the module. Use the setup screen to define which hour's type code is to be used for vacation, sick, and holiday time. Then, also designate a default hour's type to be used when entering timesheets. Several check boxes are used to define behavior aspects of the timesheet module

To use the Timesheet Setup screen….
Choose setup from the Special Functions menu of the TSE menu. The Timesheet setup screen will appear with any current settings displayed.
Use the table on the following page for information on each field. Items in bold are required

Field	Description	Type of Data
Vacation Hours Type	This is the hour's type that you want to use to denote vacation time.	An hour's type code.
Sick Hours Type	This is the hour's type that you want to use to denote sick time.	An hour's type code.
Holiday Hours Type	This is the hours type that you want to use to denote holiday time	An hour's type code.
Default Hours Type	This is the hours type code to use as a default when entering new timesheets	An hours type code
Employee numbers are social security numbers	Checking this box tells TRX Enterprise than when you enter employees to use the employee's social security number as their employee number. This prevents having to enter both numbers and help ensure accuracy. With this box checked, you will not have access to the employee number field on the Employee Entry/Query screen.	Checkbox
Enter Hours For Projects	Checking these boxes tells TRX Enterprise that you are using the Timesheet module to track hours for projects and to display those fields when entering timesheets. Checking this box will not require you to enter a project number when entering hours, but is required to record hours against a project.	Checkbox
Enter Hours For Work Orders	Checking these boxes tells TRX Enterprise that you are using the Timesheet module to track hours for work orders and to display those fields when entering timesheets. Checking this box will not require you to enter a work order when entering hours, but is required to record hours against a work order.	Checkbox
Approve Timesheets Before Processing	Checking this box will require that timesheets get approved after they have been entered and before they can be processed. See the section of this manual that details the Timesheet Approval screen for more information	Checkbox
Calculate Actual Pay Rates Before Processing	Checking this box will require that actual pay rates are calculated prior to processing timesheets. See the section of this manual that details Calculating Actual Pay rates for more information	Checkbox
Default Rate for Timesheet Entry	Choose to use the employee's billing rate or the project's task rate for the default-billing rate when entering timesheets for projects.

Setup Recap

To recap the setup of the Timesheet module, create at least 3 hours types, create one location, and define pay periods and double-click a period to designate it as the current period. Use the Timesheet setup screen to designate defaults and module behavior.