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Employee is the lowest level of the Organization Structure and are assigned to one and only Department.  This element is used to identify the actual users of the DATABASICS system. 

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Work Break Structure (WBS)

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The Work Breakdown Structure (WBS) defines the actual activity for which an employee is recording time and expenses. The WBS allows for 4 levels. The default labels for the WBS are Main WBS, Level 1, Level 2, Level 3, and Level 4; these labels are client configurable under System Options in Admin. Additionally, DATABASICS allows the creation of Types at Levels 1 and 2 of the WBS. For example, if Project is Level 2, the client may wish to have such Project types as Fixed Cost and Time and Materials. It is possible to have a WBS for one application and not the other, for example having a WBS in Timesheet but not in Expense Report. Having a WBS is not required, but if one is used, only level 1 is required.

WBS Level 1 ID's must be unique across the system. The remaining levels only need to be unique within each Level. For example, Client One and Client Two can each be Level 1 ID's. Project One can exist under each Client as a level 2 ID. In addition, Level 3 and Level 4 ID's can be created as global elements, allowing them to be created once and assigned to multiple levels or available for selection by employees during time and expense entry.

All WBS levels have a billable flag. If a timeline's time code and all WBS levels are billable, Timesheet regards the timeline hours as billable. If either the time code or any part of the WBS on a timeline is not billable, Timesheet regards the timeline's hours as not billable. It is possible to restrict and assign WBS elements, so that only certain employees will be able to charge time and/or expenses to a particular WBS.

In the section below, we employ the default terms mentioned above. If the labels have been changed during configuration, the new labels will appear in the actual menu.

Due to data dependencies during the initial setup, it will be necessary to setup some data elements prior to others. If WBS is to be used, a recommended method is to set up the WBS in the following order:

  • Level 1 Type (required)

  • Level 2 Type (required if Level 2 is used)

  • Main WBS - Main Work Breakdown Structure (required)

    • WBS Level 1 (required)

      • WBS Level 2 (optional)

        • WBS Level 3 (optional)

          • WBS Level 4 (optional)

If functions are dependent on WBS, then WBS functions need to be created and assigned to the corresponding WBS. Administrators can create a local function (attached only to one particular WBS) and assign it to a WBS, or make function assignments to more than one WBS from a list of template functions created under Function Setup under Organization (see above). Also, if the local functions are restricted, they may be assigned to employees in the Default Function Assignment window. Additionally, that window is used to establish the default function for particular employees charging to the WBS.

Time Structure

Time Code (Pay Code),

Time Code Validation Rules,

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The below table highlights common alias facilitated for through labelling in the application for customers.

DATABASICS Table

Alias 1

Alias 2

Alias 3 

Operating Unit

Department

Function

Location

Employee

Main WBS

WBS Level 1

WBS Level 2

WBS Level 3

WBS Level 4

Function Relation

Assigned Function

Location

Employee

Pay Time Code GroupPay

Time Code

Pay Code Assign

Vacation/Sick Balances

Time RecordsTime Code Assignments