Create a Time Allocation

To support your payment policies, automatically allocate worker's time to specific cost segments.

1. Go to My Client Groups > Time Management > Tasks panel > Time Allocations.
2. Create a time allocation.
3. Add at least one source.
   • You can use only hours-based time categories. Each time category identifies the time entries that the time calculation rule with the allocation uses to calculate the corresponding allocation outputs.
   • The processing sequence identifies in what order the allocation rule evaluates each time category condition. You can enter your source rows in any order and reorder them as needed to get the expected allocation output.
   • Day-level summations apply the allocations to all the hours for the entire day that match the time category conditions.
   • Time-level summations apply the allocations to all the hours for the entire period that match the time category conditions.
4. Configure the output columns by adding all the time attributes to allocate time to, such as Department and Fund.
5. Add at least one output.
   • The processing sequence identifies in what order to generate the allocation output. You can enter your output rows in any order and reorder them as needed to get the expected allocation output.
   • When the summation level is Day, the total output hours should equal or exceed 24 hours.
   • When the summation level is Time card, the total output hours should equal or exceed the time card period. For example, if the period is weekly, the total hours should equal or exceed 168.
   • A final hourly value of 999 safely covers any overflow for all summation levels because a blank value isn't valid.

   Here's an example configuration for reference:

   Processing Sequence	Hours	Department	Fund
   1	20	1111
   2	20	2222
   3	999		3003