Add brief description of Budgeting process and where the Adjust Hours and Rates screen fits into that process.
As part of the budgeting process, you will have to adjust employees hours and rates...
Accessing the Adjust Hours and Rates screen
- In the toolbar, click the Main Menu icon (
). - From the drop-down list, under the Financial section, select Budgeting.
The Budgeting screen appears in a separate tab.
For more information, see Budgeting. - In the Adjust Hours and Rates row, click Update.
The Hours and Rates screen appears.
The Adjust Hours and Rates screen
On the Adjust Hours and Rages screen you...
Tasks performed from the Adjust Hours and Rates screen
- Adding an hours and rates adjustment
- Calculating the working dataset
- Importing hours and rates adjustments
Fields and controls on the Adjust Hours and Rates screen
This table...
| # | Field | Description | Notes |
| 1 | Controls | ||
Save | Saves changes to the screen. | ||
| Related Tasks | Opens drop-down menu with the following options:
| ||
| Jobs | Field that display the jobs or operation codes shown on the screen. | READ-ONLY. | |
Filter | Opens the Select Jobs or Ops-codes dialog box where you select which jobs or operation codes are displayed on the screen. | ||
| Display | Drop-down menu to select:
| ||
| Period | Drop-down menu to select days of the month. | This option appears only if the Daily tab is selected | |
| 2 | Tabs | ||
| Annual | Adjustments and totals panes display information for the financial year. | ||
| Quarter | Adjustments and totals panes display information for the quarter. | ||
| Period | Period is the default view for the screen. | ||
| Daily | |||
| Adjustments Pane | |||
| 3 | Time frame | READ-ONLY. | |
| 4 | Hours and rates | READ-ONLY. | |
| 5 | Jobs | READ-ONLY. | |
| Totals Pane | |||
| 6 | Totals section | READ-ONLY. | |
