Applying Custom Segments to Labor Expense Allocation

To use a custom segment when allocating your labor expenses, a custom segment must be applied to your timesheets and custom labor expense transactions. Perform the following tasks after selecting custom segments on your labor allocation expense allocation preferences.

To apply a custom segment:

  1. Apply the custom segment to your weekly timesheets.

    1. Go to Customization > Lists, Records, & Fields > Custom Segments.

    2. Edit the custom segment you want to enable.

    3. Under Application & Sourcing subtab, click Transaction Columns.

    4. Under the Application section, check the Time box.

    5. Click Save.

  2. Apply the custom segment to Custom Employee Timesheet.

    1. Go to Customization > Lists, Records, & Fields > Custom Segments.

    2. Edit the custom segment you want to enable.

    3. Under Application & Sourcing subtab, click Custom Record Types.

    4. From the list of Record Types, check the Applied box next to the following boxes:

      • Custom Employee Timesheet

      • Pay Type Allocation

    5. Click Save.

  3. Apply the custom segment to your custom labor expense transactions:

    1. Go to Customization > Lists, Records, & Fields > Custom Segments.

    2. Edit the custom segment you want to apply.

    3. Under Application & Sourcing subtab, click Transaction Columns.

    4. From the list of Record Types, check the following boxes:

      • Employee Pay

        Note:

        Check this box only if the custom segment is set as Mandatory.

      • Employee Pay Allocation

      • Labor Expense Allocation

    5. Click Save.

Related Topics

Creating Employee Rates
Creating Employee Pay Transactions
Setting Up Employee Pay Types
Creating Employee Pay Frequency
Setting Up Labor Expense Allocation Preferences

General Notices