Time Entry Groups - Inclusive checkbox





Description of Issue

When trying to setup a clerk with a Time Entry Group if we check Inclusive, no employees pull in, if we uncheck it, it's pulling in hundreds of employees instead of the 21 it should be.



Context
  • Time Entry

  • Time Entry Groups

  • Employee Group Master

  • Employee Job/Salary



Resolution

Two options:

Setup the Time Entry Group with all the employees:

  1. Go to Time Entry Groups. (Human Resources/Payroll>Payroll>Payroll Processing>Time Entry Processing>Time Entry Groups)

  2. Click Search. Define the Time Entry Group to be adjusted. Click Accept. 

  3. Click Update.

  4. TAB down to the Employee Tab Types. Click the drop down arrow and select Employee. Hit TAB. In the Code field, define the Employee Number. Hit TAB.

  5. Follow Step 4 for all employees included. Click Accept. 

Setup an Employee Group for the Employees and define the Employee Group in the Time Entry Group. 

  1. Create an Employee Group Code in Employee Group Master. (Human Resources/Payroll>Human Resources>Personnel Setup>Employee Group Master)

  2. Click Add. Define Fields. Click Accept.

  3. Go to Employee Job/Salary and link the Employees to the Employee Group. (Human Resources/Payroll>Payroll>Employee Maintenance>Employee Job/Salary)

  4. Click Search. Define for group of employees. Click Accept.

  5. Click Cycles/Other tab. Click the Yellow Folder icon next to the Employee Group field.

  6. Click Add. Define Employee Number and select Employee Group. Click Accept. 

  7. Repeat Step 6 until all employees have been added to Employee Group. 

  8. Go to Time Entry Groups. (Human Resources/Payroll>Payroll>Payroll Processing>Time Entry Processing>Time Entry Groups)

  9. Click Search. Define the Time Entry Group to be adjusted. Click Accept

  10. Click Update. 

  11. TAB down to the Employee Tab Types. Click the drop down arrow and select Emp Group. Hit TAB. In Code field, define the Employee Group. Click Accept. 




Cause

The Time Entry Group was defined with Employees, a Group BU and a Location. This setup did not work with the Inclusive box checked or unchecked as only the Group BU and Location were to be included along with the three individual employees who were in a different Group BU. 



Additional Information

Example - A Time Entry Group is defined with Employees, a Group BU and a Location.

  • When the Inclusive checkbox is checked, all types are required in order to pull employees in.

  • If the employees are not in the defined Group BU or Location, no employees will pull in.

  • If the Inclusive box is not checked, it will pull each type individually. So the employees, all employees in the defined Group BU and all employees in that Location will pull in.

  • Typically individual employees would not be defined in a Time Entry Group that is checked as Inclusive.Â