Reason Codes

When designating the hours worked for an employee on a daily plan, select reason codes to indicate the payroll categories the hours should be associated with. This assumes reason codes have already been set up in your organization-level settings and enabled or disabled in project settings. These categories can be set up as anything that would be helpful for payroll tracking, such as operating equipment, maintenance, bereavement, or PTO. Reason codes can also be used to designate standard time, overtime, and double time.

Reason codes are required for the Time Center and Weekly Timesheet applications.

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 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 might work at a regular labor rate for six hours and as a welder for two hours. You can have two reason codes for that employee, one for six hours and one for two hours, and you can assign a premium code, such as HSS Welder to the two hours. This ensures the correct rate is 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 and takes you through how to assign hours to reason codes on your daily plans.

The 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.

Open the daily plan you are working in and navigate to the Time sheet tab.
Select the tile next to an employee.
- Notice that instead of Standard time, Overtime, and Double time, you now have reason codes.
Select the Add icon to see more examples of reason codes.
- These categories can be set up in the organization settings as anything that would be helpful for payroll, such as work, maintenance, bereavement, PTO, etc.
In the blank field, enter your employee's hours.
Select the Premium icon to the right of the hours.
Select a premium from the list, and then select Done.
Select Done in the Labor Hours dialog box.
Select the white box next to another employee.
Select the Add icon.
Select a reason code.
- Now the reason code appears as a field to enter hours
Enter your employee's time under the reason code for the employee.
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.

Reason Codes and Premiums Compared to Other Payroll Options

For information about how reason codes compare to other payroll options and how they are output to Time Center and other sources, see Payroll Options Analysis.