The T&E Options are the options that apply to Time and Expense.
Shared | ||
Module Enable | Enable TimeSite Links | Enable the Databasics Time Module |
Enable Time Accrual Module | Enable the Time Off Request Module- this option needs to be on in order for the users to be able to see the Time Off Request module | |
Enable ExpenSite Links | Enable the Databasics Expense Module | |
Enable Home Page Counter | Display Time PTO Balance | Displays the PTO balance on the user's home page screen |
Out Of Office Options | Restrict Out of Office approval selection to the restricted set of manager | If enabled the list of available approvers in the out of office delegation screen will be restricted to the approvers loaded in the TE_APPROVAL_ASSIGN_MEM table |
Expense Only | ||
Advance Option | Apply Advance to the Report Full/Partial Amount | -P (Partial) Apply Advance to the Report in Partial Amount |
-F (Fully) Apply Advance to the Report in Full Amount | ||
Apply Advance to Company Business (B) or Due to Employee (E) | -B (Business) Apply Advance to Company Business | |
-E (Employee) Apply Advance Due to Employee | ||
Approval Option | Require the Approval to approve both Exception and standard Approval on the same report | -Y/Yes Require the Approval to approve both Exception and standard Approval on the same report |
-N/No Do not require the Approval to approve both Exception and standard Approval on the same report | ||
Attendees Option | Auto Fill the owner of the report as an Attendee | -Y/Yes Auto Fill the owner of the report as an Attendee |
-N/No Do not auto Fill the owner of the report as an Attendee | ||
Enable user to select from frequently entered attendees | -Y/Yes Enable user to select from frequently entered attendees | |
-N/No Do not enable user to select from frequently entered attendees | ||
Per Diem Rate | Setup By | O - Rate based on Operating Unit L- Rate based on Location |
Preauthorization Option | Auto-approve reports based on approved preauthorized reports | -Y/Yes Auto-approve reports based on approved preauthorized reports |
-N/No Do not auto-approve reports based on approved preauthorized reports | ||
Receipts Required Policy | Expense Policy Number 1 that is holding up the approval process. | Set the value for the Expense Policy Number 1 that is holding up the approval process |
Expense Policy Number 2 that is holding up the approval process. | Set the value for the Expense Policy Number 2 that is holding up the approval process | |
Expense Policy Number 3 that is holding up the approval process. | Set the value for the Expense Policy Number 3 that is holding up the approval process | |
Expense Policy Number 4 that is holding up the approval process. | Set the value for the Expense Policy Number 4 that is holding up the approval process | |
Expense Policy Number 5 that is holding up the approval process. | Set the value for the Expense Policy Number 5 that is holding up the approval process | |
Approval Reset Options Based on Changes Made by Users | Expense approval reset option based on changes made by users | -A Reset all the levels from the beginning |
-C Reset the current level process from the beginning | ||
-N Reset Off | ||
-R Reset only based on the changes | ||
Display Last Approve and Reject Action to the Approval | -Y/Yes Display Last Approve and Reject Action to the Approval | |
-N/No Do not display Last Approve and Reject Action to the Approval | ||
VAT Rate | Setup By | -O Setup by Operating Unit |
-L Setup by Location | ||
Organization/Word Breakdown Structure Level Enable | Enable Operating Unit | 1/Yes Enable Operating Unit |
(-1)/No Do not Enable Operating Unit | ||
Enable Department | 1/Yes Enable Department | |
(-1)/No Do not Enable Department | ||
Enable Level1 | 1/Yes Enable Level1 | |
(-1)/No Do not Enable Level1 | ||
Enable Level2 | 1/Yes Enable Level2 | |
(-1)/No Do not Enable Level2 | ||
Enable Level3 | 1/Yes Enable Level3 | |
(-1)/No Do not Enable Level 3 | ||
Enable Level4 | 1/Yes Enable Level4 | |
(-1)/No Do not Enable Level4 | ||
Enable Expense Code | 1/Yes Enable Expense Code | |
(-1)/No Do not Enable Expense Code | ||
Mail Options | When lines are fully approved | -A Yes with Attachment |
-N/No All lines on the expense report have not been approved by all approvers | ||
-Y/Yes All lines on the expense report have been approved by all approvers | ||
When lines are modified/fully approved | -A Yes with Attachment | |
-N/No All lines on the expense report have not been approved after some modifications | ||
-Y/Yes All lines on the expense report have been approved after some modifications | ||
When lines are rejected | -A Yes with Attachment | |
-N/No At least one line has not been rejected by one approver | ||
-Y/Yes At least one line has been rejected by one approver | ||
When lines are modified by an approver | -A Yes with Attachment | |
-N/No An approver has not modified at least one time | ||
-Y/Yes An approver has modified at least one time | ||
When lines are sent from approver to approver (ready for approval) | -A Yes with Attachment | |
-N/No Approver has not finished approving the expense report and it has not been sent to the next approver | ||
-Y/Yes Approver has finished approving the expense report and it is now sent to the next approver | ||
When lines are ready for approval | -A Yes with Attachment | |
-N/No Employee has not submitted the expense report and it is not ready for the approval process to begin | ||
-Y/Yes Employee has submitted the expense report and it is now ready for the approval process to begin | ||
Email Owner When Proxy Submit Expense Report | -A Yes with Attachment | |
-N/No | ||
-Y/Yes | ||
When lines are rejected Email Proxy | -A Yes with Attachment | |
-N/No At least one line has not been rejected by one approver | ||
-Y/Yes At least one line has been rejected by one approver | ||
When Authorization Report lines are fully approved Email Proxy | -A Yes with Attachment | |
-N/No | ||
-Y/Yes | ||
Only For Email Receipt Service - Enable Confirmation Email to the Sender | -A Yes with Attachment | |
-N/No | ||
-Y/Yes | ||
Default Attachment Report | -xp_rpt_adt (Expense Audit Report) | |
-xp_rpt_adt_del (Expense Audit Deletion Report) | ||
-xp_rpt_adt_rej (Expense Audit Rejection Report) | ||
-xp_rpt_bc (Expense Bar Code Report) | ||
-xp_rpt_day (Expense Daily Report) | ||
-xp_rpt_line (Expense by Line Report) | ||
When Required Certification by user | -A/Yes with Attachment | |
-N/No | ||
-Y/Yes | ||
Enable Other Options | Enable WBS Mileage/Fixed Rates (Only Applies to Reports with One Project on Cover Page) | -Yes - Allows you to assign mileage/fixed rates to WBS levels -No - The option to assign mileage/fixed rates to WBS levels will not be available *This option will only apply to report types that have One WBS entry on Cover Page with NO Distribution. |
Number of Days to Retrieve Message Tag on the Home Page | Sets the number of days the notifications of a message tag will be available for the recipient | |
% Commute Mileage Allowed Ratio | ||
Time Only | ||
Mail Options | When lines are fully approved | -A Yes with Attachment |
-N/No All lines on the expense report have not been approved by all approvers | ||
-Y/Yes All lines on the expense report have been approved by all approvers | ||
When lines are modified and fully approved | -A Yes with Attachment | |
-N/No All lines on the expense report have not been approved after some modifications | ||
-Y/Yes All lines on the expense report have been approved after some modifications | ||
When lines are rejected | -A Yes with Attachment | |
-N/No At least one line has net been rejected by one approver | ||
-Y/Yes At least one line has been rejected by one approver | ||
When lines are modified by an approver | -A Yes with Attachment | |
-N/No An approver has not modified at least one time | ||
-Y/Yes An approver has modified at least one time | ||
When lines are sent from approver to approver (ready for approval) | -A Yes with Attachment | |
-N/No Approver has not finished approving the expense report and it has not been sent to the next approver | ||
-Y/Yes Approver has finished approving the expense report and it has been sent to the next approver | ||
When lines are ready for approval | -A Yes with Attachment | |
N/No Employee has not submitted the expense report and it is not ready for the approval process to begin -Y/Yes Employee has submitted the expense report and it is now ready for the approval process to begin | ||
Email Owner When Proxy Submit Timesheet | -A Yes with Attachment | |
-N/No | ||
-Y/Yes | ||
When lines are rejected Email Proxy | -A Yes with Attachment | |
-N/No At least one line has not been rejected by one approver | ||
-Y/Yes At least one line has been rejected by one approver | ||
Default Attachment Report | -tm_rpt (Timesheet) | |
-tm_rpt_adj (Timesheet Adjustment) | ||
-tm_rpt_adt (Timesheet Audit Report) | ||
-tm_rpt_adt_del (Timesheet Audit Deletion Report) | ||
-tm_rpt_adt_rej (Timesheet Audit Rejection Report) | ||
-tm_rpt_bal (Timesheet Leave Balance Report) | ||
Time clock in | -N/No Notfication will not be sent when a user clocks in | |
-Y/Yes Notfication will be sent when a user clocks in | ||
Time clock out | -N/No Notfication will not be sent when a user clocks out | |
-Y/Yes Notfication will be sent when a user clocks out | ||
Time clock out reminder | -N/No Notfication will not be sent to a user to clock out before auto clock out occurs | |
-Y/Yes Notfication will be sent to user remind them to clock out before auto clock out occurs | ||
Approval Options | Department Approval | 1/Yes |
0/No | ||
WBS Level1 Approval | 1/Yes | |
0/No | ||
WBS Level2 Approval | 1/Yes | |
0/No | ||
Team Approval | 1/Yes | |
0/No | ||
DCAA Options | Allow hours to be charged on future days | 1/Yes Allow hours to be charged on future days |
0/No Hours will not be allowed for future days | ||
Allow hours to be charged on past days | 1/Yes Allow hours to be charged on past days | |
0/No Hours will not be able to be charged on past days | ||
Notes required for a previous day after the following time | Time would be selected This indicates the cut off time for when you are allowed to put hours in for the previous day | |
Require an explanation on changes | 1/Yes Require an explanation on changes | |
0/No Will not require an explanation on changes | ||
Enable Other Options | Auto populate holiday | 1/Yes Auto populate holiday |
0/No Do not Auto populate holiday | ||
Clock In/Out Rounding | (7) Round Hours to the 7 minute Rather than try to track work time to the minute employees commonly use increments of 5, 10, or 15 minutes and then round the actual time worked to the nearest increment. the 7 Minute rule comes into play when a company pays employees based on 15 minutes increments. The rounding occurs from the total from the Clock In and Clock Out. Example: Clock In 12:54 PM / Clock Out 5:37 PM Total = 4 hours and 43 minutes Rounding would make it 4 hours and 45 minutes | |
(U) Round Up Rounding the law allows an employer to round the number of minutes worked, we must round to the closest tracked increment. For example the employer can round down if the user worked 43 to 40 but if the employee worked 46 then round to 50 | ||
(77) Round Hours after the Clock is rounded to 7 minute The rounding will happen on the Clock In and Clock Out. After the total is calculated if an additional rounding needs to occur, the system will round again. Example: Clock In 12:54 PM / Clock Out 5:37 PM Clock In Rounding = 1:00 PM Clock Out Rounding = 5:30 PM Total = 4 hours and 30 minutes Note: The Clock In and Clock Out does not get updated. Only the total number of hours that are calculated are updated. Above is to only show how the minutes are rounded for each occurrence. | ||
Reporting Period Options | Number of future timesheet reporting periods to retrieve | Set the value for the number of future timesheet reporting periods to view |
Number of previous timesheet reporting periods to retrieve | Set the value for the number of previous timesheet reporting periods to view | |
Organization/Work Breakdown Structure Level Enable | Enable Department | 1/Yes Enable Department |
(-1)/No Do not Enable Department | ||
Enable Function | 1/Yes Enable Function | |
(-1)/No Do not Enable Function | ||
Enable Location | 1/Yes Enable Location | |
(-1)/No Do not Enable Location | ||
Enable Operating Unit | 1/Yes Enable Operating Unit | |
(-1)/No Do not Enable Operating Unit | ||
Enable Level1 | 1/Yes Enable Level1 | |
(-1)/No Do not Enable Level1 | ||
Enable Level2 | 1/Yes Enable Level2 | |
(-1)/No Do not Enable Level2 | ||
Enable Level3 | 1/Yes Enable Level3 | |
(-1)/No Do not Enable Level3 | ||
Enable Level4 | 1/Yes Enable Level4 | |
(-1)/No Do not Enable Level4 | ||
Enable Time Code | 1/Yes Enable Time Code | |
(-1)/No Do not Enable Time Code | ||
Enable Break Time field on Time Attendance Entry | Yes Enables the Break field on employee Time Attendance Log screen | |
No Disables the Break field on employee Time Attendance Log screen | ||
Enable Travel Time field on Time Attendance Entry | Yes Enables the Travel field on employee Time Attendance Log screen | |
No Disables the Travel field on employee Time Attendance Log screen | ||
Enable Other Time field on Time Attendance Entry | Yes Enables the Other field on employee Time Attendance Log screen | |
No Disables the Other field on employee Time Attendance Log screen | ||
Approval Reset Options Bases on Changes Made by the User | Timesheet approval reset option based on changes made by the user | -A Reset all the levels from the beginning |
-C Reset the current level process from the beginning | ||
-N Reset Off | ||
-R Reset only based on the changes | ||
Work Breakdown Structure Default Function level | Set the WBS default function lookup at WBS level | 1/Yes Set the WBS default function lookup at WBS level |
0/No Do not Set the WBS default function lookup at WBS level | ||
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