Create a new record for an activity.

Adding an activity code

1. Open Connect Timekeeping Organization Activity Codes.

2. Click New (CTRL+N).

3. Enter a Pay Code.

This is the default pay code for the activity code. All of the transactions assigned to the activity code will be assigned to this pay code.

4. Enter a Description.

This is the title to identify the activity code on timesheets. Caselle displays the activity codes in alphabetical order, but you can choose which activity code will display at the top of the list of activity codes by assigning a number to the description. Example: 1 - Regular. 2 - Overtime Pay, 3 - Vacation Pay

5. Enter the Pay Rate.

Usually, the hours will bill at the pay rate on the employee's position. You can set up an activity code that will override the pay rate on the employee's position with a different pay rate.  

6. Enter the Billing Rate.

Use this option to set up an activity code that bills for a third party or contracted service.

7. Enter a GL Account.

This is the GL account in the general ledger that will track transactions assigned to the activity code.

8. Enter the Begin Date/End Date.

Some organizations set up an activity code that can only be used during a certain date range. For example, an activity code for a special event. You can use the Begin Date and End Date to enter the date range.

9. Click Save (CTRL+S).

The activity code is saved.

Allowing allocation total to exceed 24 hours

Use this option to set up Timekeeping to allow a user to add allocations to their timesheet that total more than 24 hours in a 24 hour period.

Allowed to push the hours allocation total for a single day over 24 hours

Updated 20Apr2018

Options

Activity code

Use Activity Code to assign a unique number to the activity.

Tip! Enter the first digit of the task number followed by the two-digit activity code. For example, if an activity is part of task 5, try assigning 501 as the first Activity Code.

Begin/end date

Use the Begin/End Date to define the activity status for the code. Users cannot assign the code to transactions before the Begin Date or after the End Date. The code is active during the dates that occur between the Begin Date and End Date.

What do you want to do?

• Use the activity code after MM/DD/YYYY. Use the Begin Date field to enter the starting date.

• Use the activity code before MM/DD/YYYY. Use the End Date field to enter the ending date.

• Only use the activity code between MM/DD/YYYY - MM/DD/YYYY. Enter a MM/DD/YYYY in the Begin Date and End Date fields.

Billing rate

A billing rate is a charge, payment, or price fixed according to a ratio, scale, or standard. Use this option to set up an activity code that bills for a third party or contracted service.

What do you want to do?

• I want to use a billing rate. Use the Billing Rate field to enter an amount.

• I do not want to use a billing rate. Enter zero in the Billing Rate field.

GL activity

A GL Activity refers to a user-defined code that is created in Connect General Ledger for reporting resources and transactions. The GL activity code can report on subsystems that are interfaced to the Connect General Ledger. This interface provides an efficient means of tracking and reporting on a GL activity code.

If you want to use GL activity codes, do this first.

• Turn on the interface to Connect General Ledger. This option is located in Organization Organization Interfaces tab. If more than one application interface is available, you may need to navigate to the General Ledger subtab. This makes the field for GL Activity available for you to fill in.

• Set up the GL activity in the Connect General Ledger. Open Connect General Ledger Setup New Activities. This is the code that you'll use to fill in the GL Activity field.

Is this code linked to a GL activity?

• Yes, link this code to a GL activity. Use the GL Activity field to enter a valid GL activity code.

• No, do not link this code to a GL activity. Enter zero (0) in the GL Activity field.

Job number 

A job number refers to a user-defined code that is created in Connect Project Accounting for reporting resources and transactions associated with a specific job. You can use a job number to manage transactions created in Connect General Ledger and the Connect Project Accounting Suite, which includes Project Accounting, Materials Management, and Asset Management.

The Job Number field is available when Timekeeping is using the Project Accounting interface.

What is the job number?

• I am using Project Accounting. Use the Job Number field to enter it. You can Search (F9) this field.

• I am not using Project Accounting. Skip this field.

Pay rate

A pay rate the amount an employee is paid an hour, day, week, month, and so on.

Does this activity use a pay rate?

• Yes, the activity uses a pay rate. Use the Pay Rate field to enter an amount.

• No, the activity does not use a pay rate. Enter a zero (0) in the Pay Rate field.

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