Automatically generate PTO time bills for employees out of work.  Intended to be set up as a background job.

Prerequisites:

Internal Admin Project Set Up:
Prior to using this feature, HR Admins must set up an Internal Admin Project.  On this Project, the following criteria must be met:

• All employees eligible to request time off must be assigned to the Project team
• Each employee must have a Project task (or tasks) set up in which:
  • Primary Responsible is the employee’s UserID
  • Time bill Category matches the Labor Rate Category (see below)
  • Time bill Sub Category matches the Labor Rate Sub Category (see below)
  • PTO Start and End Dates fall between the task’s start and end dates

Note:  The above Project task is what the system will look for to generate the time bill once the remainder of the setup is complete.  Create as many distinct Project tasks as needed to meet organizational needs

Configs:

• TIMEBILLPAYROLLAPPROVE: Optional.  When ON, auto posted time bills will auto approve as well
• PTOTIMEBILLLOOKBACK: Determines the number of days in the past to look for Schedule Entries. Default is zero days

General Codes:

• TBCATEGORY: Add labor code to each time bill category
• EMPSCHEDT: Define Schedule Types on Accounting > Admin > Misc > Labor Rates grid and details (check “In” column for any types intended to be used for auto time billing)

Set up Labor Rates:

1. Main Accounting Menu > Admin > Misc > Labor Rates
2. For each desired Category, select a Sub Category and Schedule Type

Select Background Job (if already set up on your system):

1. Main Maintenance Menu > Background Job Administration.  A Background Job Search window will open
2. Search for “Auto.”  A Background Job form “Auto Generate PTO Time Bills” will open

Set Up Background Job (if not already done so on your system):

1. Main Maintenance Menu > Background Job Administration.  A Background Job Search window will open
2. Press ADD button.  New Background Job form will open
3. Enter an appropriate title, schedule date, frequency, and notification type
4. Click the EDIT icon (pencil) next to Job SQL.  A “Select procedure to add” window will open
5. From the drop-down menu in this window, select “Auto Generate PTO Timebills” and press the “Update SQL” button

Set Up Email Template:

1. Main Maintenance Menu > Email Template Admin
2. Search for template using the word “Auto”
3. Assign a recipient who will receive email notification when PTO time bills are auto generated via the above defined Auto Generate Timebills background job