Deltek Insight 2010: Time Collection Tips and Tricks


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Deltek Insight 2010: Time Collection Tips and Tricks

  1. 1. XT-225: Time CollectionTips and TricksPresented by:Cherise Smith, Deltek 1
  2. 2. Agenda• This Session will focus on: – Setting up and utilizing Overtime Validations – Making the most of the Leave Module – Password Reset functionality for EmployeesCopyright © 2010 Deltek, Inc. 2
  3. 3. Overtime Validations• With the release of Time Collection 8.0, an enhancement regarding how Time Collection calculates overtime was created. These powerful sets of rules, when properly configured, can streamline and ensure that overtime is being properly calculated for all Timesheet classes.• The validations occur at 3 levels: – Daily – Weekly – 7th Consecutive DayCopyright © 2010 Deltek, Inc. 3
  4. 4. OT Hours Rules TabCopyright © 2010 Deltek, Inc. 4
  5. 5. Overtime Rules• The rules can be configured to apply specifically to each Timesheet Class• There are rules surrounding: – Edits – Thresholds – Inclusion of Previous Days OvertimeCopyright © 2010 Deltek, Inc. 5
  6. 6. Overtime Rules – Edits• The Edits that can apply are: – No Edit- No validations will occur when overtime is placed on the timesheet – Hard Edit- If the overtime placed on the timesheet does not meet the requirements of the configuration, the timesheet cannot be signed – Soft Edit- the employee will receive a Warning message regarding the overtime; the overtime placed on the timesheet may not meet all of the criteriaCopyright © 2010 Deltek, Inc. 6
  7. 7. Overtime Thresholds• Daily Overtime • Weekly Overtime• Use this screen to enter the rules • Use this section to create the surrounding the Daily hours Weekly Edits• Threshold Level 1- create the 1st • Based On- will the calculation of level of overtime overtime be based on Each Day• Level 2- if there is a 2nd level of or the Whole Week? overtime, enter it here • Week Starts- what day of the• For example, week does the timesheet period begin for accurate calculation of – Level 1- Hours over 8 are paid at overtime? a factor of 1.5 – Level 2- Hours over 12 are paid at • Apply the same concept for the a factor of 2.0 Level 1 and 2 thresholds as those for the Daily rulesCopyright © 2010 Deltek, Inc. 7
  8. 8. Overtime Thresholds• 7th Consecutive Day• If an employee works 7 days straight, if this validation is required, the employee would receive a Factor of 2.0 for any hours worked on the 7th consecutive workdayCopyright © 2010 Deltek, Inc. 8
  9. 9. Overtime – Inclusion of Previous Day(s) Overtime Hours• If the box marked “Include Previous Day(s) Overtime Hours is selected, the validation will occur as follows: – An Employee works 12 hours each day Monday thru Thursday 8 Regular and 4 Overtime – When the employee enters time on Friday, the system will prompt the employee to use the Overtime Pay type because all hours on Friday will count as Overtime – Technically, the 40 hours for the week were worked Monday thru Thursday so the 5th day, Friday, counts towards OvertimeCopyright © 2010 Deltek, Inc. 9
  10. 10. Time Collection Tips and TricksStreamlining Leave Requests
  11. 11. Leave Requests• Utilizing the Work Schedule in Time Collection can streamline Leave Requests – Employees can request Leave through the application – Supervisors approve or reject the requests within the application – Leave balances are visible within the application – The Supervisor has the ability to view multiple employee calendar’s simultaneouslyCopyright © 2010 Deltek, Inc. 11
  12. 12. Leave Requests• By selecting the Work Schedule link from the menu, the employee is able to look at a calendar and choose the days for which the leave is being requested The Red indicates the Leave Request is PendingCopyright © 2010 Deltek, Inc. 12
  13. 13. Leave Requests• Once the Supervisor approves the request, the employee’s requested days will appear in Green on the calendar The employee can also review their leave balances from this screenCopyright © 2010 Deltek, Inc. 13
  14. 14. Leave Requests• By choosing the Search link within Work Schedule, the Supervisor can view multiple calendars at onceCopyright © 2010 Deltek, Inc. 14
  15. 15. Time Collection Tips and TricksEmployee Password Resets
  16. 16. Password Resets• This enhancement allows employees to reset their own password if they get locked out of the application. – The password will be reset to the value contained in the government ID field found within the Employee Information screen. – In order to reset password, the employee would have to provide a correct answer to a system defined question that they previously answered.Copyright © 2010 Deltek, Inc. 16
  17. 17. Set-up for Password Resets• Go to Weblogic• Select the Domain for which this option will be enabled• Choose the checkbox for Employee Password Self Resets• Enter a security question – each employee will provide an answer to this pre-selected question – Examples may be: • What is your mother’s maiden name? • What is the name of your first pet? • In what hospital were you born?Copyright © 2010 Deltek, Inc. 17
  18. 18. Password Resets – How it Works• Once the user initially logs into the application, the user will be required to answer the security question• If the user forgets their Time Collection password, from the login screen, they select “Forgot Password?”• The security question will be displayed and the correct answer must be provided• The password is reset back to the Government Id value listed on the Employee Information screen• User logs in with default password• Application prompts employee to change passwordCopyright © 2010 Deltek, Inc. 18
  19. 19. Questions/CommentsCopyright © 2010 Deltek, Inc. 19