Configuring Grant and Project Tracking

Grant and Project Tracking can be set up and used in a number of ways. This guide provides basic information and does not cover every situation or setup possibility.

The following table provides the most common methods.

Method of Using Grant or Project Codes

How It Works

Setup

Employee Action

One existing labor distribution with a grant or project code attached

All clockings applied to labor distribution are associated with the grant or project

Update an Existing Labor Distribution

Employee clocks normally, no other action required

Add an additional labor distribution with a grant or project attached (original labor distribution requires no updating)

Clockings applied to original labor distribution have no grant or project associated with it. Clockings applied to new labor distribution are associated with the grant or project.

Add a New Labor Distribution

Employee selects the correct labor distribution when clocking, depending on whether or not it is a grant or project shift

Use Auto Labor Distributions with one existing labor distribution

Clockings automatically get divided between grant or project time and standard time

Add Auto Labor Distributions

Employee clocks normally, no other action required

Use Auto Labor Distributions with two (or more) labor distributions

Clockings automatically get divided between home labor distribution (standard time) and alternate labor distribution (grant or project time)

Add a New Labor Distribution (if needed)

Add Auto Labor Distributions

Employee selects the correct labor distribution when clocking, depending on whether it is a grant or project shift

Clocking by using Quick Codes

System identifies all the labor distribution information, including the associated grant or project code

Set Up Quick Codes

Employee enters appropriate Quick Code on the Quick Badge screen or at the badge reader only when working a grant or project shift

Clocking by using Quick Badge, badge reader, or TimeCall

Employee sees a grant or project prompt when clocking

Set Up Transaction Definitions

Employee selects a grant or project code when it is a grant or project shift. If it is a standard shift, employee clocks normally and no other action is required.

Manager or supervisor enters a clocking for an employee

Manager selects a grant or project code when entering a clocking

No additional setup needed.

See Enter Clocking on Employee's TCS

No action required

Topics in this section

Assign an Authorization Role

Add a Grant or Project Record

Set Up Exception Messages

Update an Existing Labor Distribution

Add a New Labor Distribution

Add Auto Labor Distributions

Set Up Quick Codes

Enable Quick Codes, Projects, and Grants on Time Clocks

Set Up Transaction Definitions

Enter Clocking on Employee's TCS