Reason Codes
Reason Codes
Reason codes are categories set up in your Organizational and Project settings to provide more options that are useful to assign hours to. These categories can be set up as anything that would be helpful for payroll tracking, such Work, Approved Time Off, Vacation, or PTO, which can be associated with standard time, overtime, and double time.
Premiums
When assigning hours to your reason codes, you can also indicate a premium rate. Premiums are assigned on an hourly basis and are used to ensure employees receive the correct pay for the work that is done. If someone works something outside their normal job duties and are awarded more money for those specific hours, a premium would be used. For example, one of your employees may work at a regular labor rate for 6 hours and as a welder for 2 hours. You can have two reason codes for that employee, one for 6 hours and one for 2, and you can assign a premium code, such as “HSS Welder” to the 2 hours. This will ensure the correct rate gets accounted for when the information goes to payroll.
The following steps assume that Reason codes were already set up by an administrator in your Organization settings and enabled in your Project settings (see section 10.1) and walk you through how to assign hours to reason codes on your daily plans.
The Step by Step examples in this lesson use the Progress mobile application. You would use the same functionality for the Progress web application.
Assign Hours Using Reason Codes
This practice can be used for both the web and mobile versions of Daily Planning.
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Open the daily plan you are working in and navigate to the Time sheet tab.
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Select the tile next to an employee.
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Notice that instead of Standard time, Overtime, and Double time, you now have reason codes
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Select the Add icon to see more examples of reason codes.
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These categories can be set up in the Organization settings as anything that would be helpful for payroll, such as, Work, time off, Vacation, PTO, etc
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In the blank field, enter your employee's hours.
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Select the Premium icon to the right of the hours..
- Select a premium from the list, and then select Done.
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Select Done in the Labor Hours dialog box.
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Select the white box next to another employee.
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Select the Add icon.
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Select a reason code.
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Now the reason code appears as a field to enter hours
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Enter your employee's time under the reason code for the employee.
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Select Done.
If you change the reason code on an employee that has a premium assigned to it, the premium will be removed, unless the previously assigned premium is valid for the new reason code as well.
