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Select Timesheets to Refresh Buttons

Select Timesheets to Refresh

Access this form using Timesheets>Default Timesheet or Enter Regular/Supplemental Timesheet> Refresh Rates and Amounts. It is only available with the Payroll module; it is not available for Payroll Link users.

Use this form to refresh the rates and amounts for an Employee ID, Processing Group, Employee Type, Class, Position, or Pay Type, or all employees. The code changes are reflected in the Default, Regular, or Supplemental Timesheets. The system quickly checks each Earning, Benefit, Deduction, Workers’ Compensation, and Leave Code and refreshes the rates and amounts (if applicable) for the selected employees. Click OK to begin the refresh.

While the Timesheets are refreshing, a Progress Dialogue displays at the bottom of the window. When the progress reaches 100%, a message displays the number of timesheets that were refreshed. This is to inform you of the number of timesheets that were reviewed, it does not reflect the number of changes that were made.

For example, if your Health Insurance Benefit Code premium was changing at the beginning of your fiscal year, during that pay cycle, you could:

  • Update the Amount on the Maintain>Payroll>Benefits>Calculation tab
  • Open the Default Timesheets form
  • Click the Refresh Rates and Amounts button
  • Select all the employees and
  • Click OK.

The system would check every employee and apply any changes at that time. Those employees who have that Benefit Code, would get the updated change. Those who did not would get checked but no changes would be made since they do not have that Benefit Code.

 

Filters: The filter allows you to limit which items are displayed in the Available Items table. Click Display Records to view the results in the Available Items table.

  • Available Filter, Selected Filter: Select an item in the Available Filter column, and click the Mover ( > ) to move it to the Selected Filter column. Once an item is in the Selected Filter column, set up its filtering criteria. Then, the table is limited to the data that falls within the designated filter criteria.
  • Compares To: Select an operator from the drop-down list. The operator compares the value in the Selected Filter column with the values in Criteria 1 and Criteria 2 to determine which items are displayed in the Available Items table.
  • Criteria 1: Enter a value to compare with the item in the Selected Filter column. When using Like or Not Like, you can use "%" to represent any number of characters.
  • Criteria 2: Enter a value for the end of a range if the Compares To column contains the Between or Not Between operators.

Timesheets: Upon opening, the system displays all records for the selected Timesheet form. You can choose to sort records by any column by clicking the column title. Click the check boxes to select the record you want to refresh. No documents are selected the first time this form is opened. The column on which items are sorted has (ascending order) or (descending order) in the column heading.Records are initially sorted on the first data column in ascending order. However, records can be sorted based on any column by clicking on the column heading.

  • Records per Page: Select how many items per page to display using the Records per Page drop-down list. You can view items in the table in increments of 10, 25, 50, 100, 250, 500, or 1000. The default value for the Records per Page drop-down list was selected using the Options>Customize Workstation Settings>Preferences tab.
  • Processing Group: The processing group code assigned to the employee using the Maintain>Employee Information form. The report shows the code's name, such as Admin or PartTime.
  • Employee ID: The ID assigned to the employee.
  • Employee Type: The employee type, such as full-time or part-time.
  • Class: The job class entered.
  • Position: The employee's job title, such as Administrator or Program Rep.
  • Pay Type: A designation of Salaried or Hourly, depending on what pay type was selected.