Job / Job Template > New setting for Adjustment Only Timesheet

Description

Currently when using Timesheet Import to support importing timesheets and adjustments, in order to import adjustments, an original keyed timesheet must first exist in the Interpreter Review. This rule is limiting for users who wish to be able to import the original timesheet and its subsequent iterations (adjustments) in one file.

To support this requirement, a new setting ‘Adjustment Only’ has been added to the Job / Job Template record’s Pay/Bill section.

Within a Job Order, the setting will default based on what has been set in the Client Record (see Client > New Setting for Adjustment Only Timesheet). The setting can be ticked or unticked at any time in Edit mode whilst the Job is not Submitted to Timesheet. Once submitted the setting will become locked.

Open

Where ‘Adjustment Only’ is ticked, and the job is submitted to timesheet, this prompts the generation of zero result adjustment only timesheet headers. These headers are automatically set to ‘Released’ and only display in the Time & Attendance 'Historical’ Tab.  Users will not be able to key data into these timesheets and they will only be used as the original target shell timesheet where there is a possibility that the Timesheet Import file contains both an original and one or more subsequent Adjustment Timesheets. For more details on this process, click here.

Where no Adjustment Timesheets exist against these headers, the job can be ‘Unsubmitted’ and the ‘Adjustment Only’ setting unticked if normal timesheets are required.

Benefits

This change supports the ability to import timesheet data where multiple iterations of a timesheet are required in one bulk timesheet import file.

Configuration

There is no configuration required to use this setting.