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Allow Project Tasks: Yes
Prerequisites
MyPay configured including the relevant Time record permissions
Setup
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Log into MyPay using an Adminuser.
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If required, change to the Adminrole using the menu in the top-right.
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You should see the Timemenu, if not then wait a 10 minutes for a re-sync to happen
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Go to Time > Configuration
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Click the Createbutton
2. Overriding the Default Configuration
As a MyPay Admin, you can easily override the above default configuration by creating a New Time Configuration. Time configurations can be applied in two ways (see below).
To create a new Time Configuration, follow these steps:
I. Log into MyPay using ADMIN user (see the Administration menu across the menu bar)
II. As an ADMIN on the main menu bar, choose: Administration
III. On the left menu bar, choose: Time & Allowance → Configuration and click Create
IV. Set the configuration fields as follows:
1. Name:
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Period Length: Set to 7
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Time Increments: Set to 1
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Allow Service Items: Mark if you want to show the Service Item dropdown
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Allow Pay Items: Mark if you want to show the Pay Item / Payroll Item / Pay Component Sub Type dropdown
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Allow Project Tasks: Mark if you want show the Project (Task) dropdown
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Active: Mark
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Click the Save button
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Using the menu, navigate to Setup > Subsidiaries
For each subsidiary you’d like to enable Time Entry Configuration for:
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Click on the relevant subsidiary
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Click on the Pencil icon next to the Time Configuration field.
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Select the Time Configuration you created
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commence. (* mandatory field)
3. Period Start Date: Select the date this configuration will start from (* mandatory field)
4. Close Date: Select the date this configuration ends at
5. Enabled Fields: Select fields to show in the Timesheet (Right side of the List contains active fields)
6. Column Count: Select how many columns to use in the Timesheet (* mandatory field)
7. Notifications: check/uncheck to suppress notifications
8. Start/End on period entry: check/uncheck to enter daily Start and Finish times and have the system calculate hours/minutes
9. Service Items Mandatory: check (mandatory) or uncheck (optional).
10. Pay Items Mandatory: check/uncheck to enforce Pay Component Sub Type list
11. Related Records Mandatory: check/uncheck to enforce related records
12. Memo Mandatory: check/uncheck to enforce time entry description
13. Only Clock in Allowed: check/uncheck to disable timesheet and allow only clock in option
14. Enable Geo Location: check/uncheck to enable Geo Location feature. Captures coordinates via user's browser. Does not integrate to NetSuite.
15. Period Length: Max 14 - NetSuite supports 7 day timesheet period. To enable this field please contact support@infinetcloud.com
16. Time Increments: Set desired rate (* mandatory field)
17. Enable Quick Time Entry: check/uncheck to enable Quick Time Entry feature.
18. Clock/timer reminder (hours, 0 to disable): Set a time period after which the app sends a reminder with information that Clock/ timer is still running!
19. : Set a time period after which the app auto-terminates the Clock/timer.
20. Clock/timer timeout notify also approver: check/uncheck to enable sending an email notification to the approver about auto-terminated time entry
21. Active: enable this time configuration
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Make sure to save all your settings. |
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To make fields 9 - 14 clickable. They must be enabled first. To do that, move all required fields from the left to the right side of the list of Enabled Fields. Then you can save the changes. |
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Subsidiary Specific Time Configuration
When one or more Time Configurations exist, a configuration can be applied at the subsidiary level. This means that all employees within the Subsidiary will have the assigned Configuration applied. To to do this, follow these steps:
- As an ADMIN on the main menu bar, choose: Administration
- On the left menu bar, choose: Lists → Subsidiaries → Subsidiaries and click Create
- Click the relevant Subsidiary
- Click Edit
- Select the Time Configuration you wish to link to the Subsidiary
- Save changes
Employee Specific Time Configuration
You can also assign a Time Configuration at the more granular Employee level. To do this, follow these steps for each applicable Employee:
- As an ADMIN on the main menu bar, choose: Administration → Employees
- Click the relevant Employee
- On the left menu bar, choose: Configuration
- Click Edit
- Select the Time Configuration you wish to link to the Employee
- Save changes
