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Creating Custom Charge Codes

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For customers who don’t connect their Hour Timesheet account to QuickBooks ONLY

Creating Labels

Labels are also known as timesheet headings. You are able to define your own labels to be displayed on the drop-down box selection on the employee timesheet.

Timesheet Labels

Follow the steps below to create Timesheet Labels

  1. Login to HTS as an admin
  2. Navigate to the Accounting/Codes/Manage Codes Page
  3. Click Add New
  4. Enter Label content
  5. Click Add
  6. Repeat steps 1-5 for each label you will need to create for timesheet entry

Add New Label

Adding Charge Codes

Once timesheet headings are created, you are now able to create charge codes. These charge codes are the items that employees will be charging time against when completing a timesheet.

Follow the steps below to create Charge Codes

  1. Login to HTS as an admin
  2. Navigate to the Accounting/Codes/Manage Codes Page
  3. Click the label you are wanting to add codes to (example…we will be adding job codes)
  4. Under Manage Job Code (right side) click the Create New Job Code (this will be the list of labels created above)
  5. Enter Job Code data and hit Save
  6. As you add new Job Codes, you will see the list populate in the middle box on the page
  7. Repeat steps 1-6 above for each of your timesheet labels that you will be tracking time against on the timesheet.

Adding Charge Codes

Adding Pay Types

You are now ready to create pay types. Hour Timesheet automatically categorizes pay types into 3 categories

  • Regular (examples…Hourly, Salary, G&A, Overhead, B&P)
  • Overtime (examples….Standard OT, unpaid OT, Double OT
  • Leave (examples….sick, vacation, PTO, Military, Holiday)

Follow the steps below to create Pay Types

  1. Login to HTS as an admin
  2. Navigate to the Accounting/Codes/Manage Pay Types
  3. Click the Pat Type Head (Regular, OT or Leave) you are wanting to add a pay type to
  4. Under Manage Regular Pay Types (right side) click the Create New Regular Pay Type 
  5. Enter Pay Type data and hit Save
  6. Repeat steps 1-5 above for each of your Pay Type that you will be tracking time against on the timesheet.

Adding Pay Types

Charge Code Mapping

Once your data has been added, you will need to setup the mapping. This process maps each of the above items to each other so that codes can be assigned to your employees.

Creating Associations

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