Setting Up the Time Entry Interface for Employee Self-Service

Access the Work With ESS Time Entry Setup form.

To set up the time entry interface for employee self-service:

  1. Click Add.

  2. On ESS Time Entry Setup Revisions, complete these fields:

    • Company

    • Business Unit

  3. To specify which time entry programs you want employees to use, click one of these options:

    • Summary Time Entry

    • Daily Time Entry

    • Both

  4. On the Fields 1–21 tab, click the options for the fields that you want to appear:

    • Account Number

    • Job Type

    • Job Step

    • LS Amnt

    • Opt Sequence

    • Equip Worked On

    • Union

    • Batch

    • Uprate Amount

    • Shift Differential

    • Amount or Percent

    • Billing Rate

    • Home Company

    • Cost Code

  5. Click the Fields 22–40 tab, and then click any of these options that you want to appear on the time entry interface:

    • Home Business Unit

    • Tax Area

    • Item

    • Piece Rate

    • Pieces

    • Phase

    • Record Type

    • WCI Code (Workers Compensation Insurance)

    • SC/WC (Sub-Class/Workers Compensation)

    • Check Route

    • Cat 001 (Category)

    • Cat 002

    • Cat 003

    • Cat 004

    • Bill RtCd (Rate Code)

    • Equipment Object

    • Equipment Blrt (Bill Rate)

  6. Click the Fields 41–63 tab, and then click any of these options that you want to appear on the time entry interface:

  7. Click OK.

  8. Complete steps 2–7 for each company and business unit combination for which you want to create a separate user interface.

    If you want to use the same user interface for all of the employees in your organization, you can create one interface by entering 0 in the Company field and leaving the Business Unit field blank.

    • Summary Time Entry

      Click to specify which type of time entry (summary or detail) uses the currently selected fields.

    • Daily Time Entry

      Enter the option that specifies which type of time entry (summary or detail) uses the currently selected fields.

    • Both

      Enter the option that specifies which type of time entry (summary or detail) uses the currently selected fields.

    • Account Number

      Specify whether the system displays the Account Number - Input field on employee self-service time entry forms. This code identifies the general ledger account that is associated with the time entry record. Values are:

      1: Display this field.

      Blank: Do not display this field. This is the default value.

    • Job Type

      Enter a code that specifies whether the system displays the Job Type (Craft) field on employee self-service time entry forms. This user-define code (07/G) defines the job in which the employee works. Values are:

      1: Display this field.

      Blank: Do not display this field. This is the default value.

    • Job Step

      Enter a code that specifies whether the system displays the Job Step field on employee self-service time entry forms. This user-defined code (07/GS) represents a subcategory of a job type. Values are:

      1: Display this field.

      Blank: Do not display this field. This is the default value.

    • LS Amnt

      Enter a code that specifies whether the system displays the Amount Entered Gross Pay field on employee self-service time entry forms. This value represents the amount of pay that an employee receives before taxes and deductions. Values are:

      1: Display this field.

      Blank: Do not display this field. This is the default value.

    • Opt Sequence

      Enter a code that specifies whether the system displays the Sequence Number field on employee self-service time entry forms. This code is used to indicate an order of succession. Values are:

      1: Display this field.

      Blank: Do not display this field. This is the default value.

    • Equip Worked On

      Enter a code that specifies whether the system displays the Equipment Worked On field on employee self-service time entry forms. This code is the identification number for the equipment that an employee maintained, repaired, or worked on. Values are:

      1: Display this field.

      Blank: Do not display this field. This is the default value.

    • Batch

      Enter a code that specifies whether the system displays the Batch Number field on employee self-service time entry forms. This code is used to identify a group of time entry records that the system processes and balances as a unit. Values are:

      1: Display this field.

      Blank: Do not display this field. This is the default value.

    • Uprate Amount

      Enter a code that specifies whether the system displays the Amount Uprate field on employee self-service time entry forms. This value is added to the employee's base hourly rate. Values are:

      1: Display this field.

      Blank: Do not display this field. This is the default value.

    • Amount or Percent

      Enter a code that specifies whether the system displays the Amount or Percent field on employee self-service time entry forms. This value is used to determine whether a shift differential is a percentage or a flat amount. Values are:

      1: Display this field.

      Blank: Do not display this field. This is the default value.

    • Billing Rate

      Enter a code that specifies whether the system displays the Rate Distribution (Billing) field on employee self-service time entry forms. This value is the rate that is used for billing or recharge purposes. Values are:

      1: Display this field.

      Blank: Do not display this field. This is the default value.

    • Cost Code

      Enter a code that specifies whether the system displays the Subsidiary field on employee self-service time entry forms. The subsidiary represents a subdivision of an object account. Values are:

      1: Display this field.

      Blank: Do not display this field. This is the default value.

    • Home Business Unit

      Enter a code that specifies whether the system displays the Home Business Unit field on employee self-service time entry forms. This value identifies the business unit where the employee generally works. Values are:

      1: Display this field.

      Blank: Do not display this field. This is default value.

    • Tax Area

      Enter a code that specifies whether the system displays the Tax Area field on employee self-service time entry forms. This code is the Vertex GeoCode that identifies the employee's geographical location for taxation purposes. Values are:

      1: Display this field.

      Blank: Do not display this field. This is the default value.

    • Item

      Enter a code that specifies whether the system displays the Item Number - Short field on employee self-service time entry forms. This code is used as an inventory code to identify items. Values are:

      1: Display this field.

      Blank: Do not display this field. This is the default value.

    • Piece Rate

      Enter a code that specifies whether the system displays the Rate - Piecework field on employee self-service time entry forms. This rate represents the amount of pay that an employee receives for each item or piece that is produced. Values are:

      1: Display this field.

      Blank: Do not display this field. This is the default value.

    • Pieces

      Enter a code that specifies whether the system displays the Units - Pieces field on employee self-service time entry forms. This value represents the number of pieces or items that were completed for piecework employees. Values are:

      1: Display this field.

      Blank: Do not display this field. This is the default value.

    • Phase

      Enter a code that specifies whether the system displays the Categories Work Order 1 field on employee self-service time entry forms. This code is used to indicate the current stage or phase of a work order. Values are:

      1: Display this field.

      Blank: Do not display this field. This is the default value.

    • Record Type

      Enter a code that specifies whether the system displays the Record Type field on employee self-service time entry forms. Record Type is a code that identifies whether the employee is a payroll employee, a recharge employee, or both. Values are:

      1: Display this field.

      Blank: Do not display this field. This is default value.

    • WCI Code (Workers Compensation Insurance)

      Enter a code that specifies whether the system displays the Worker's Compensation field on employee self-service time entry forms. This code represents the Worker's Compensation Insurance code under which the employee is insured. Values are:

      1: Display this field.

      Blank: Do not display this field. This is the default value.

    • SC/WC Sub-Class/Workers Compensation)

      Enter a code that specifies whether the system displays the Sub Class - Worker's Comp field on employee self-service time entry forms. This code is used to define any special circumstances that would result in multiple rates for a single Worker's Compensation Insurance code. Values are:

      1: Display this field.

      Blank: Do not display this field. This is the default value.

    • Check Route

      Enter a code that specifies whether the system displays the Routing Code - Check field on employee self-service time entry forms. This code is used to specify the check routing or mail stop code that is associated with an employee's payment, and it is used in sorting payments to facilitate their handling and delivery. Values are:

      1: Display this field.

      Blank: Do not display this field. This is the default value.

    • Cat 001 (Category)

      Enter a code that specifies whether the system displays the Category Code - Payroll 1 field on employee self-service time entry forms. You can use this code to track information that is specific to your organization. Values are:

      1: Display this field.

      Blank: Do not display this field. This is the default value.

    • Bill RtCd (Rate Code)

      Enter a code that specifies whether the system displays the Equipment Rate Code field on employee self-service time entry forms. This user-defined code (00/RC) is used to identify the billing method that is used for a piece of equipment. For example, code DY refers to daily billing and MO refers to monthly billing. Values are:

      1: Display this field.

      Blank: Do not display this field. This is the default value.

    • Equipment Object

      Enter a code that specifies whether the system displays the Equipment Object Account field on employee self-service time entry forms. This code represents the account to which amounts that are associated with equipment utilization are charged. Values are:

      1: Display this field.

      Blank: Do not display this field. This is the default value.

    • Equipment Blrt (Billing Rate)

      Enter a code that specifies whether the system displays the Billing Rate - Equipment field on employee self-service time entry forms. This value represents the monetary amount that is billed for the use of equipment. Values are:

      1: Display this field.

      Blank: Do not display this field. This is the default value.

    • Cost Type 1

      Enter a code that specifies whether the system displays the Managerial Analysis Type field on employee self-service time entry forms. This field should be displayed if the Managerial Analysis Code field is displayed. Values are:

      1: Display this field.

      Blank: Do not display this field. This is the default value.

    • Cost Object 1

      Enter a code that specifies whether the system displays the Managerial Analysis Code field on employee self-service time entry forms. The Managerial Analysis code works the same as the subledger code; however, the system does not post this code to the Account Balances table (F0902). Values are:

      1: Display this field.

      Blank: Do not display this field. This is the default value.

    • Activity Code

      Enter a code that specifies whether the system displays the Activity Based Costing Code field on employee self-service time entry forms. Values are:

      1: Display this field.

      Blank: Do not display this field. This is the default value.

    • Task Number

      Enter a code that specifies whether the system displays the Task Unique Key field on employee self-service time entry forms. This code is used to identify a task or assignment for resource scheduling purposes. Values are:

      1: Display this field.

      0: or Blank: Do not display this field. This is the default value.

    • Currency From

      A code that specifies whether the system displays the Currency Code field on employee self-service time entry forms. This code identifies the currency of a customer's or a supplier's transactions. Values are:

      1: Display this field.

      0: or Blank: Do not display this field. This is the default value.

    • Currency To

      A code that specifies whether the system displays the Currency Code To field on employee self-service time entry forms. This code is used to identify the currency for which the system must retrieve the exchange rate. Values are:

      1: Display this field.

      0: or Blank: Do not display this field. This is the default value.

    • Leave Type

      Enter a code that specifies whether the system displays the Leave Type field on employee self-service time entry forms. This code is used to identify the type of time that an employee codes to a leave pay type. Values are:

      I: Display this field.

      Blank: Do not display this field. This is the default value.

    • Leave ID Number

      Enter a code that specifies whether the system displays the Leave Request Number field on employee self-service time entry forms. This code is the unique identification number of the leave request that is associated with a time entry record. Values are:

      1: Display this field.

      Blank: Do not display this field. This is the default value.

    • Leave Begin Date

      A code that specifies whether the system displays the Leave Begin Date field on employee self-service time entry forms. This date field is used to enter the start date for a single occurrence of leave. Values are:

      1: Display this field.

      0: or Blank: Do not display this field. This is the default value.

    • Leave End Date

      Enter a code that specifies whether the system displays the Leave End Date field on employee self-service time entry forms. This date field is used to enter the start date for a single occurrence of leave. Values are:

      1: Display this field.

      0: or Blank: Do not display this field. This is the default value.

    • Leave Hours Per Day

      Enter a code that specifies whether the system displays the Hours Per Day field on employee self-service time entry forms. This field is used for employees to specify the number of hours per day when a leave begin and end date are entered. Values are:

      1: Display this field.

      0: or Blank: Do not display this field. This is the default value.

    • Leave Comments

      Enter a code that specifies whether the system displays the Leave Comments field on employee self-service time entry forms. This field is used for employees to enter details about the leave they've entered. Values are:

      1: Display this field.

      0: or Blank: Do not display this field. This is the default value.

    • Pay In Advance

      Enter a code that specifies whether the system displays the Pay In Advance field on employee self-service time entry forms. This field is used for employees to specify the pay in advance timecard. Values are:

      0 or blank: Do not display this field (default).

      1: Display this field.

    • Change Reason

      Enter a code that specifies whether the system displays the Change Reason field on employee self-service time entry forms. This field is used for employees to specify the Change Reason. Values are:

      Blank: Do not display the Change Reason field.

      1: display the Change Reason field.

    • Change Comments

      Enter a code that specifies whether the system displays the Change Comments field on employee self-service time entry forms. This field is used for employees to enter comments regarding the timecard change. Values are:

      Blank: Do not display the Change Comments field.

      1: display the Change Comments field.