Understanding Time Report Parameters and Defaults

You set up time reporting frequencies and thresholds on the Expenses Definition – Business Unit 2 page. The Time Report Period parameter determines the number of days to display for time entry. For example, if you select Weekly, PeopleSoft Expenses displays a seven-day grid on the time report pages.

You can establish thresholds at the general ledger business unit level for PeopleSoft Expenses to issue warnings or errors if employees submit time reports over or under the required number of hours for a time reporting period. For example, if you establish a maximum per period threshold of 50 hours per week and select an alert action to issue an error, PeopleSoft Expenses prevents employees from submitting time reports that exceed 50 hours per week. If you select the Warning option, employees receive a warning message from the system, but they can still submit the report for approval. You can override these thresholds at the employee level on the Employee Profile - Organizational Data page by deselecting the Use Business Unit Default check box and entering new minimum and maximum hours per period.

Also on the Expenses Definition – Business Unit 2 page, you can establish the page of time to submit transactions for inactivated employees. If you use the Inactive Employee Submissions option, PeopleSoft Expenses checks the employee status and action date when a time report is submitted. If the employee is inactive, PeopleSoft Expenses verifies if the grace period has been exceeded and, if so, issues an error to prevent further processing of the expense transaction.

The Time Grid Display group box on the Expenses Definition – Business Unit 2 page enables you to display project, policy, or both grids on time reports. If you select to display the project or policy grid, PeopleSoft Expenses hides the other grid for employees in that general ledger business unit. You can also select whether you want project codes or descriptions to prepopulate on time reports on the Expenses Definition – Business Unit 2 page. Employees can override this setting by accessing the Employee Profile - User Defaults page where they can select their own defaults.

See Configuring Business Units for PeopleSoft ExpensesMaintaining User Defaults.