Employee Setup > Department/Labor Tasks

Overview

The Department/Labor Tasks setup allows you to link departments to labor tasks and general ledger (GL) codes. These links are used when employees record time on timesheets, ensuring that labor costs are correctly allocated to the appropriate GL codes.

Accessing Department/Labor Tasks Screen

Navigate to Accounting > Employee Setup > Department Labor Tasks.

Figure 1

The Department/Labor Tasks Screen

The Department/Labor Tasks screen displays all existing department-to-labor task-to-GL code links in a paginated table. From this screen you can add, edit, and delete records.

Figure 2

Sorting and Filtering the Department/Labor Task Screen

To filter data by specific criteria:

1. Locate the filter icon - Look for the small funnel icon to the right of any column heading (Blue box, Figure 2)
2. Click the filter icon - A dropdown menu will appear with the available filtering options. Keep in mind that the filter conditions vary depending on the column selected.
3. Select your criteria - Choose from available values or enter custom search terms (Red box, Figure 3)
4. Apply the filter - The table will automatically update to show only matching results.

Figure 3

Adding a Department/Labor Task

On the Department Labor Tasks screen (Figure 2):

1. Click the Add New Record button (Green box, Figure 2) in the top left of the screen.
2. In the Edit popup window (Figure 4), complete the fields, dropdown selections, and checkbox options.
   • Select the Department for the new Department Labor Tasks.  (Required).
   • Select the Labor Task from the dropdown.(Required).
   • Select the GL Code from the dropdown. (Required).
3. Click the Save button (Green box, Figure 4).

Figure 4

Editing a Department/Labor Task

1. Click the Pencil icon in the row you want to update (Yellow box, Figure 2). The record opens in an editable form (Figure 4).
2. Update any of the field values — Department, Labor Task, or GL Code.
3. Click Save to apply your changes.

Note: If you navigate away from this screen without clicking Save, your changes will be lost.

Deleting a Department/Labor Task

Note: You can only delete a department/labor task link that is not currently assigned to a timesheet entry. If a record is in use, the delete button will be disabled.

1. Click the Delete (X) button in the corresponding row of the record you wish to remove (Red box, Figure 2).
2. Click OK in the confirmation dialog to permanently delete the record. (Figure 5)

Figure 5

Audit Information

Tracking Changes

Click the info icon (i) next to any Department Labor Tasks to view: (Black box, Figure 2)

• Who created the record and when (Figure 6)
• Who last modified the record and when
• Complete change history for accountability

Figure 6

Export Department Labor Tasks List to Excel

On the Department Labor Tasks screen (Figure 2):

1. Sort the Tasks list using the headings in the table (Blue box, Figure 2).
2. Click the Export for PDF button (Purple box, Figure 2).

Export Department Labor Tasks List as a PDF

On the Department Labor Tasks screen (Figure 2):

1. Sort the Tasks list using the headings in the table (Blue box, Figure 2).
2. Click the Export for Excel button (Purple box, Figure 2).