Tracking Allowances in the Timecard: 

 

Users have the ability to track allowances, such as per diem, meals&incidental, and other configurable options directly from the timecard. Once these items have been set up via your organization, and project settings, users are able to track via the instructions below. 

 

1.  Open the Time Cards & Payroll module.

   2. From your timecard: Select your desired project

 

3. Add your crews and cost codes to the timecard: 

 

4. You can click on an individual cell, or select multiple if the allowance applies to multiple employees. The list of available allowances for your project will appear next to the timecard. 

 

 

5. Input the amount for each allowances. You may also enter notes at each item. Click save when done. 

 

 

Reporting on Per Diem: 

There are two primary ways in which you can access and report on Allowances for your projects. Within the Timecards > Analysis, you may access the Allowances Report view OR within Payroll > Weekly Review - you can access each individuals' allowances as you're approving/reviewing time for the week. Both examples are noted below: 

 

1. Timecard Analysis > Allowances. Ensure you have the proper filters selected to view your report information. Within the grid, you have the ability to hide/show columns, as well as export your allowances. 

   2. Payroll> Weekly Review: Select all of your appropiate filters for the week you are reviewing. 

 

3. From the view, click on the envelope icon to view the allowance data for the individual's week.