RMT.OP.00 RM Timesheets Operations 750 (1)

RMT.OP.
00
Resource Management
Linked to Timesheets Operations Guide 750
Table of Contents
RMT.OP.00 RM - Timesheets Operations 750 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
About this guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
RMT.OP.10.00 About RM timesheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
RMT.OP.20.00 Scenario and exercises . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Scenario . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
RMT.OP.30.00 Process RM timesheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
RMT.OP.30.10 Enter resource timesheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Resource timesheet entry modes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Enter timesheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
RMT.OP.30.20 Enter Service timesheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
RMT.OP.30.30 Enter weekly timesheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
RMT.OP.30.40 Enter team timesheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
RMT.OP.30.50 Enter manual allowances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
RMT.OP.30.60 Calculate allowances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Advance timesheets and manual allowances to posting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Calculate and post automatic allowances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
RMT.OP.30.70 Review timesheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Resource timesheet enquiry modes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Review timesheets for resource STEELH001 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Review timesheets for CARP15 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Review timesheets for CARPENT22 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
RMT.OP.30.80 Resource timesheet enquiries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
RMT.OP.40.00 Appendix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
RMT.OP.40.10 Glossary of Terms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
RMT.OP.40.20 Post engineer transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
RMT.OP.40.30 RM and Mobile Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Call completed but not invoiced . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Call completed and invoiced . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Mobile Servicing Transactions to Payroll Postings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
RMT.OP.40.40 Award interpretation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Award interpretation – STEELH001 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Award interpretation – CARP15 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Award interpretation – CARPENT22 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
RMT.OP.00 RM - Timesheets Operations 750
About this guide

This guide covers the processing of Resource Management Resource Timesheets.
Audience
This guide is designed for the following audience:
Human Resources and Payroll employees

Users who are required to enter their timesheets
Overview
In this guide you will learn how to:
Enter Resource Management Timesheets

Use the RM Award Interpreter to split out your timesheets into the different pay buckets based on their awards and to calculate any
allowances
Prerequisites
It is assumed that you:
Are familiar with Pronto Xi modules and concepts

Can navigate within the Pronto Xi system
Have Pronto Xi version 750 or higher installed
Have Resource Management module implemented and configured
All Resource master records have been created
Your resources have been allocated awards / shifts and break times
© Copyright 2018 Pronto Software Limited. All rights reserved.

01102018
Software version: 750.0
Trademarks
® Pronto, Pronto (logo), P (logo), Pronto Software, Pronto Xi, Pronto Xi Dimensions, and Pronto Enterprise Management System are
trademarks registered by Pronto Software Limited (ABN 47 001 337 248) in Australia, USA and other countries.
™- trademarks of Pronto Software Limited (ABN 47 001 337 248)
IBM® and Cognos® are trademarks of International Business Machines Corporation. Disclaimer
The information contained within this document is provided on an “as is” basis, is subject to change without notice, and is not
warranted to be error-free.
While this guide provides specific, practical examples of implementing Pronto Xi features, it cannot cater for all possible requirements
of our customers. We hope, nevertheless, that this guide will stimulate ideas for extending or enhancing your Pronto Xi
implementation, and we strongly encourage you to seek professional advice regarding your specific business needs.
Published 29.10.2018 14:26 Pronto Xi Education Series 750 3 of 67

RMT.OP.10.00 About RM timesheets

Resource Management Timesheets provide a method to record timesheets for both personnel and sub-contractors. Equipment can also
capture transactions, very similar to timesheets. For more information, refer to the Resource Management Linked to Project & Service
Operations guide.
Use this method for sub-contractors, where sub-contractors are to be costed / charged out based on timesheets as opposed to the sub-
contractor functionality provided by project (contract type purchase orders). If the later applies, then the timesheet function would not
normally be required. However you may choose to cost sub-contractors based on their AP invoice but still record the number of hours they
worked (using timesheets) to track hours worked and / or charge your customer.
Timesheets can only be entered against resources meeting the following criteria:
Have a linked employee code

Are an active resource
Have a linked project resource code
Resource is flagged to use Resource Timesheets (from Resource Links in RMS M029)
These timesheet functions not only allow the capture of timesheets with all the necessary linked data values (like project / tasks / service
calls etc.), but also perform an award interpretation function. This function determines costing / pay breaks, automatic & manual
allowances and unpaid meal breaks.
Connectivity exists between most sub-module functions and resource management timesheets, such as;
Mobile Service engineer transactions will be passed through the resource management timesheet award interpretation engine
(when resource management is active for service module)
Employee Portal timesheets will be passed through the resource management timesheet award interpretation engine (when
resource management is active for project or service modules)
Service engineer transactions will be passed through the resource management timesheet award interpretation engine (when
resource management is active for service module).
If licensed for Payroll, after the award interpretation has occurred, posted transactions can be picked up by payroll if required. At the time
the award interpretation is posted, the appropriate costs & chargeout will be reflected in the project / service calls. Functions performed
outside of the resource management timesheet screens (Mobile Service / Payroll Kiosk etc.), may facilitate an automatic award
interpretation, applying automatic allowances, but skipping the opportunity for manual allowances.


RMT.OP.20.00 Scenario and exercises

The following scenario has been established to demonstrate realistic implementation requirements and to reflect the data set up in the
Pronto Xi training data set.
For all of the steps and tasks shown throughout this guide, where the user is required to enter data, these are all based on the fictitious Fred
Kirks Enterprises requirements as per the scenario below, which is expanded throughout the various sections of the guide. You will need to
set up your data based on your business needs.
Scenario
You are the Payroll Officer for Fred Kirks Construction, a construction company who has recently won a large project for ACME
Constructions.
Pronto Xi Resource Management has been implemented and configured (refer to the Resource Management Configuration guide) and
Fred Kirk's project manager has created the following necessary resources, schedules and bookings for the project (refer to the
Resource Management Linked to Project & Service Operations guide):
Two new employees:

The new employees are both carpenters Chad Carpenter (CARPENT21) and Cameron Carpenter (CARPENT22), and will work
under the Building Construction award.
They work different shifts that comprises some common automatic allowances and some unique manual allowances.
As well as these carpenters working different shifts, their 7-day work cycles commence on different days but have some
similarities in unpaid break time rules.
All carpenters must possess certain attributes (or skills) and must also be trained in both the company and customer induction
processes.
Two subcontractors:
Subcontractor STEELH001 is a steel worker with a different award (already configured), working a 14 day FIFO (Fly-In-Fly-Out)
work cycle of 10 days on 4 days off. A manual allowance also applies. This is a highly skilled worker, having many attributes,
and requires training in the customer's safety induction process.
STEELH002 is a second steel worker who works for the same subcontractor as STEELH001. They will be created by duplicating
resource STEELH001.
Two assets
You will be requiring to use 2 different size cranes to complete this work. You will therefore be required to setup both cranes as
fixed assets linked to resources.
CARPENT21 is scheduled to go on leave whilst CARPENT22 is due to attend a training session next week. The Christmas public holidays
are approaching. You will be required to set up their calendars to ensure they are not available for scheduling on these dates.
To aid the allocation of work to your resources you will be required to create 3 template views as follows, all carpenters, all resources
who have an active working at heights licence and all mobile cranes.
With both carpenter resources set up, plus an existing subcontractor, you will perform a review on your employee's schedules for
availability to determine when they can work, when they will work, and what they are already working on. Once a review has been
performed, you will begin assigning your resources to project tasks.
Payroll Officer's tasks

Once your resources have worked on project tasks, you are required to enter timesheets, maintain and review those timesheets, and
finally post timesheets so your resources can be paid.

RMT.OP.30.00 Process RM timesheets

There are two methods you can use to enter timesheets for personnel and sub-contractors into Resource Management:
1. Enter resource timesheets Allows single day timesheet entry by stop/start times or total hours.
2. Enter weekly timesheets Provides a fast method to record timesheets for an entire week. This method is not designed to provide
the level of detail available by the Resource timesheet entry method. This method is unavailable for service calls and allows entry of
total hours only.
Once you have entered your timesheets, you will need to:
Enter manual allowances

Advance timesheets & calculate allowances
Review timesheets
Scenario
You will be required to enter timesheet entries against multiple resources for different
awards to help understand how the resource management award interpreter works.

RMT.OP.30.10 Enter resource timesheets

The Resource Timesheet Entry method allows entry by start / stop times or total hours with as many entries per day as you require.
When timesheets are entered, they generally have a status of Pending. This allows the operator to enter many timesheets before
"committing" the transactions i.e. advancing them to Entered Advance timesheets & calculate allowances Any transaction at a status
of Entered can be picked up and processed by a bulk timesheet translate & post function. Once posted you can no longer modify those
timesheets.
The reason for having a status of Pending, is to protect these entries from any bulk updates taking place until you are ready.
In this section, you will learn about:
Resource timesheet entry modes

Enter timesheets

Resource timesheet entry modes

The following modes are available on the Resource Timesheet Entry screen.
Mode Description
Find Find an existing timesheet or manual allowance based on the start date and time worked.
Entry Create a new timesheet or manual allowance across the main datagrid entry screen. A Detail Entry mode is also
available.
Correct Correct an existing timesheet or manual allowance across the datagrid.
Detail The standard timesheet entry / correct screens are a datagrid, however the Detail mode provides a form view
method of entering and correcting timesheets. This means all necessary fields can be displayed on a single viewing
screen instead of scrolling several screens wide.
Remove Remove the current record. This is only allowed when its status is Pending or Entered.
Mark Use to mark / unmark individual records you wish to advance in status and is only available when the record has a
/Unmark status of Pending or Entered.
Mark Use to mark / unmark all records at a Pending or Entered status. Once tagged, you may use the Processing mode to
/Unmark perform actions for all marked records.
All
Submit Use to advance the status of all marked Pending records to Entered. This is necessary in order for award
interpretation (translation) to occur and posting functions.
Remove Remove all marked records. Only records at a Pending or Entered status can be removed.
All
Review Displays the review timesheet function, which displays all records for all selected resources of all statii. Any
transactions already passed through the award interpreter (translated) may show multiple lines split into
appropriate pay breaks and both manual & automatic allowances will be shown. This function requires security
RMS.M018
For more detail see Review timesheets
Total This provide a summary screen for the current resource for a specified time period. Its purpose is a cross check for
Hours the user to ensure they've entered the correct number of hours and if all of those hours have been posted as yet. The
screen also provides a breakdown of hours posted into the appropriate buckets following the award interpretation
(translation) process.

Processing This provides a menu of processing options. Refer to Resource timesheet entry processing mode
Translate Time
Post Time
Calculate Allowance
Post Allowance
Reverse Time Translated
Reverse Time Posted
Reverse Allowance Calculated
Copy to Copy the marked timesheets to members of your team.

Team Will only work if you have assigned your team code against the original timesheet and your team members are also
booked on the entered project and task.
Extra Access various enquiries. The current record will dictate which of these options will be available. Refer to Resource
timesheet entry extra mode
Copy Timesheet
Payroll Timesheet enquiry
Project enquiry
Project timesheet notes
Service Call enquiry
Call notes
Console Drill to the resource console for the selected resource.

Resource timesheet entry – Processing mode

The following options are available, under the Processing mode within the Resource timesheet screen.
Mode Description
Translate Selecting this function will calculate the break-down of normal, Time & Half etc. hours for the marked timesheets.
Time This function cannot be used until the timesheet has an Entered status.
When timesheets are Posted, an automate translation will occur.
This option can be used by resources who do not have access to post timesheets.
Once translated the status of the timesheet is changed to Time Translated and the timesheet can no longer be
corrected.
Post Time First mark the records you wish to post, these may be timesheet or allowance records. You will only be allowed to
post records where you have valid "PN" data masking and database table access (SYSPAY).
Data Description
Source
Timesheets Running this function for timesheets will perform the award interpretation step (translation)
and performs the Calculate Allowance function for automatic allowances. A Time Post Run ID
will be allocated to each posted record.
When viewed from the Review screen, timesheet entries will have been split into their
appropriate buckets such as normal time, 1 ½ time, double time etc. Unpaid meal breaks will
also be interpreted.
Status moves from Entered / Translated to Time Posted.
Manual Selecting this function will post manual allowances. A Time Post Run ID will be allocated.
Allowances Status moves from Entered to Allowance Posted.
 This function will NOT post timesheets to payroll. When required you will be required to run Post
Timesheets (SYS T033) and select Post to Payroll = Y

Calculate Timesheets
Allowance This function will calculate automatic allowances where applicable. A second screen will ask for a range of resources
(defaulting to the current resource), transaction date ranges, and award ranges. Only records within this range and
those with a status of Time Posted will be assessed. An Allowance Post Run ID will be allocated.
Status moves from Time Posted to Allowance Calc.
Automatic allowances will appear in the Datagrid with a status of Allowance Calc. They will share the same
Allowance Post Run ID as the timesheet which triggered them, but will not receive a Time Post Run ID.
This function is only available for users with appropriate "PN" data masking and database table access to payroll-
timesheet-detail.
 The Run ID is used to group timesheets and the allowances that were created from those timesheets.
Allowances cannot be created based on timesheets holding two different run ID's.
For example, a meal allowance is paid to a resource if they work more than 8hrs in one day. If in the
morning they work 6hrs and then in the afternoon they work an additional 6hrs but when the Calculate
Allowance function is run, only one of the two timesheet entries were marked for update, the allowance
will not be applied as they have not qualified the minimum number of hours. Further, when the Calculate
Allowance function is run for the second timesheet it will be flagged with a new run ID and it too will not
apply the allowance.
Consideration therefore must be given to when this function is run, especially when dealing with weekly,
fortnightly or monthly allowances.
Post Timesheets & Automatic Allowances

Allowance This is the final step for timesheets and results in all automatic allowances being posted for an entered Allowance
Run ID. A second screen will ask for an Allowance Run ID range to select the appropriate records. Only those with a
status of Allowance Calc will be processed.
Status moves from Allowance Calc to Allowance Posted.
This function is only available for users with appropriate "PN" data masking and database table access to payroll-
timesheet-detail.
Once posted, the allowance record cannot be modified. You may however create a reversing entry.
You do not need to mark records to perform this action.
Reverse If corrections are required to be made to timesheets and the timesheets are at a status of Time Translated, you can
Time reverse the translation. This will revert the status of all selected timesheets to Entered, reset the Normal, Time&Half
Translated hours etc. They can then be corrected as required.
Reverse Reverse all timesheet transactions for the selected resouce of status Time Posted for a specific date.
Time When this occurs the original transactions remain unchanged as they have already been posted to the relevant
Posted ledgers.
This function duplicates all timesheets for that date with a negative gross hours and posts them immediately.
In addition, the Calculate Allowances and Post Allowances functions will be run for post the old and new timesheets
and hence the status will be set to Allowance Posted.
 If you need to reverse part hours on a timesheet, you are required to reverse the timesheet in full and then
re-enter a timesheet for the correct duration.
Reverse This function will delete all automatic allowances created within the Allowance Run ID range with a status of
Allowance Allowance Calc and return linked timesheets to a Time Posted status.
Calculated
Example: This option would be used if allowances were previously calculated and at that time you had not
qualified for a weekly allowance. Now that further timesheet have been entered you do qualify. Pronto Xi will
not be able to use both sets of timesheets unless they all exist back at the Time Posted status.

Resource timesheet entry – Extra mode

The following options are available under the Extra mode within the Resource timesheet entry screen.
Mode Description
Copy Upon selection, a second screen appears asking for Employee Category, a start / end date range to copy from and a
Timesheet "to date" to start copying these to. So if the copy from date range spanned 3 days, these will be replicated spanning
3 days, starting from the "to date".
Any reversed timesheet records are ignored.
If a timesheet already exists for that employee on the copy to date, it will be excluded.
If the resource is not scheduled to work on the copied to date, it copied record will not be created.
If the timesheet relates to a service transaction, a corresponding service transaction will also be created for the new
date.
All copied timesheets are created with a Pending status.
Payroll All key details for the current record are presented in a single screen, with further menu options to view additional
Timesheet functions like the project or service call, notes & audit.
enquiry
Project Drills to the linked Project Maintenance screen, when the transaction source was a project or a service call which is
enquiry linked to a project.
If the user has access to project maintenance (PROJ M117) they will be allowed to edit the project. If they do not
have access they will be taken in enquiry mode only.
Project Displays the timesheet notes when the transaction source was a project and the status is Pending or Entered.
Timesheet Not valid for allowance records or timesheets linked to a service call.
Notes
Service Drills to the Call Maintenance by Call Number for enquiry, when the transaction source was a service call.
Call
enquiry
Call notes Displays and allows you to edit the service call notes when the transaction source was a service call provided the
timesheet type is not an Allowance.

Enter timesheets
Scenario
You will enter timesheets for resource STEELH001 against project PKA-B task 800.
The first day will be entered against alternate award BUILDCON. Enter worked transactions from 06:30 to 16:00 for shift DAY
The second day you will enter times against their primary award STEELW for the same resource, project & task. Enter worked
transactions, also from 06:30 to 16:00 for shift DAY.
Next, you will enter timesheets for resource CARP15 against service call 1634. This will be against their default award CARP. Enter
worked transactions from 14:30 to 20:00 for shift ARVO.
Once complete, the Resource Timesheet Entry screen for the resource will be displayed with the Status of Pending.
 First, ensure project task 800 on project PKA-B is set to Notified or In Progress.
Steps
1 Select Resource Management > Timesheets > Resource Timesheet Entry (RMS M012).
The Resource Timesheet Entry screen is displayed.
The resource code can be entered, or enter a key word to search. The key word search will check resource code, resource
number, resource description, resource contact name, resource phone number, resource mobile number, resource email.
If you have access to RMS S001 you can leave the resource code blank. The displayed datagrid will then allow you to view and
enter timesheets for all resources that you have access to. (RM Masking or Authority tree)

2 Enter the required resource code, Steel.

The search will return all the resources with "steel" as part of the code. (If only one resource is found, that code will be
immediately updated in this field.
3 Select the required resource, STEELH001
4 Accept the default Employee category, 1V. The employee category normally defaults from the employee master.
5 Click OK.
6 Click Entry.
7 Enter the following details.
 The following fields relate to Project type entries
Field Description
Resource Will default from the entered value on the timesheet header and be made read-only if a resource was
Code entered on the first screen. If no resource code was assigned on the first screen you can now enter the
resource code for this timesheet entry.
Date Enter the date this resource worked. Enter the same date as the start date from the project resource
Worked booking.
Enter 1-11-16
 Use the up and down arrows to increment the date by 1 day.
Type Select a resource timesheet type code. These relate to the system table TI which maps posting rules and a
variety of other properties. There will be different types for the different work functions, such as worked,
annual / sick leave and allowances (if appropriate). Only those with a special Used in RMS flag ("TI" table)
will appear for selection. Also allowances require a pay type of 4 in order to ask for the allowance code
applicable.
This will default to the type used on the previous timesheet entry.
Enter W for worked.

Source Below are the options:
Option Description
S Service call
J Project
G General Ledger
P Plant Work Order
B Choose from Bookings. This option will populate the timesheet details based on your
bookings for that day.
As we are posting against a project, enter J.
Source This represents the source document such as a project number, a service call, a general ledger account
From code or a plant work order number.
Enter project PKA-B.
Task This is the project task the transaction relates to. A task will only be asked for where project tasks have
been used. If a project does contain tasks, your resource can only record time against those tasks which
they have been allocated.
The task field can be left blank if the resource is not flagged as Tasks Required.
If the expected task isn't listed in F2, confirm:
the project is at Setup or In Progress status

the status of the task has advanced from Entered (Notified or higher – excluding Finished)
the resource has been allocated to the task
Enter 800.
Cost Cat The first labour type project cost category code will default unless there are no labour type cost
categories defined for the project as yet. An F2 will list the defined cost categories for this project.
If Project Procedures cost category creation flag (SYS.M055) is set to Not Allowed, then a labour type
cost category code must already have been defined for the project and selected in order to proceed.
If, however, the cost category creation flag is set to either Automatic or Ask, a cost category code can
be entered and will update the project accordingly.
Enter L001.
Start Code (Restriction: Only valid for when Source = Service Call (S). )
Used to describe the type of activity being performed by the resource.
Example: Working (W)/ travel

(T)
A valid start code from the S1 code table must be entered.
Start Time Enter the start time for the work. The setup of the award / shifts / allowances will interpret both the start
& stop times for award interpretation.
Enter 6:30.
 If you are entering a project timesheet and you want to enter total hours instead of a start and
stop time, leave both time fields as 0:00

Stop Code (Restriction: Only valid for when Source = Service Call (S). )
Use to describe the end of the work activity for service timesheets. A valid stop code from the S2 code
table must be entered.
 Unlike service transactions, this field cannot be left empty.
Stop Time Enter the stop time for the work. The setup of the award / shifts / allowances will interpret both the start
& stop times for award interpretation.
Enter 16:00.
Total When timesheets are entered using the Weekly Resource Timesheet Entry format, the total hours entered
Hours for this record is displayed here.
The total number of hours worked by the resource. This is only populated and maintainable if the source
of timesheet is project and no start and stop times have been entered.
 This does not display the total hours as calculated by the difference between the stop and start
times.
Gross The total number of hours as calculated by the difference between the stop and start times entered.
When timesheets are entered using the Weekly Resource Timesheet Entry format or in the Total Hours
column, the gross will always be blank.
Billable (Restriction: Only valid for when Source = Service Call (S). )
You may override the billable hours that will be assigned to the service engineer transaction.
Emp Cat The employee category code will default as first entered prior to this screen. It can however be overridden
if the resource worked under a different employee category for this transaction.
Accept the default if 1V.
Award If an award is assigned to a schedule entry for this resource for this date / time it will be used as default. If
Code not, the primary award of the resource will default; however, an alternate can be selected if previously
defined as an award for that resource.
Pronto Xi will prevent you using an award if the assigned start date for that award is after the timesheet
date.
Accept the default of BUILDCON.
Shift Code A shift code will default. Only those shifts previously defined against the award can be selected.
Default will be set based on that assigned to the resource's corresponding schedule entry for the date
entered.
 Not valid for an allowance timesheet.
Accept the default of DAY.
Work Rate The work rate code represents the function of work performed, which can influence the base pay rate.
Default will be set based on that assigned to the resource's corresponding schedule entry.
 Not valid for an allowance timesheet

An operator can only change this code is they have access to RMS S006.
Accept the default of ST4.

Notes Specify whether to record notes.
Option Description
Y You wish to record notes. In the case of project & service, these will write back to the
source locations accordingly.
N No, do not record notes

Service call repair notes can be maintained after entry using the Call Notes option under the Extra mode.
Enter N.
Allowance (Restriction: Only valid when Timesheet Type Allowance (L) is selected)
Enter the manual allowance code for this timesheet.
Only manual allowance codes assigned to this resource for the award can be selected.
Qty / Hour (Restriction: Only valid when Timesheet Type Allowance (L) is selected )
Enter the quantity or hours to be claimed.
Allowance (Restriction: Only valid when Timesheet Type Allowance (L) is selected )
Rate The rate from the corresponding allowance will be displayed. This value is not maintainable on this
screen.
 This field and all following fields are visible on the timesheet datagrid but not on the Detail
form. They can however be unsuppressed using the Screen Customiser tool if required.
Allowance (Restriction: Only valid when Timesheet Type Allowance (L) is selected)
Percent The percentage from the corresponding allowance will be displayed. This value is not maintainable on
this screen.
Allowance (Restriction: Only valid when Timesheet Type Allowance (L) is selected )
Paycode The paycode assigned to the corresponding allowance is displayed.
Approval (Restriction: Only valid when the Employee Portal functionality is in use)
Flag This field displays the current approval status of this timesheet. If Employee Portal has flagged the
timesheet as requiring approval, it cannot be posted.
Approval The description of the approval flag.

Description
User ID The username of the Pronto Xi user who entered the timesheet.
Date Time The date / time of when the timesheet was entered.
Stamp
Status The status code for this timesheet. This can be used to filter your list of timesheets.
Time Post Once the timesheet is posted, the Run ID under which it was run will display in this field.
Run ID
Allowance Once allowances are calculated, each timesheet entry is stamped with an allowance run id to indicate
Post Run ID that automatic allowances have been calculated for that timesheet and under which run.
Post If a timesheet is unable to post, the reason it could not post will be displayed in this field.
Message
Error

Team If work was completed while part of a team, enter the team which you worked under. This will allow you
to copy the timesheet to other members of that same team.
8 Repeat steps 6-7 for any further timesheet entries required for that resource. Enter the following details
Field Description
Date Worked Enter the second date this resource worked.
Type Enter W for worked.
Source Enter J for project.
Source From Enter project PKA-B.
Task Enter 800.
Cost Cat Enter L001.
Start Time Enter 6:30.
Stop Time Enter 16.
Emp Cat Accept the default if 1V.
Award Code Override the default to STEELW. A warning may appear, continue.
Shift Code Accept the default of DAY.
Work Rate Accept the default of ST4.
Notes Enter N.
Team Enter BLANK
9 Press Esc.
The Resource Timesheet Entry screen for the resource is displayed with the Status of Pending.

RMT.OP.30.20 Enter Service timesheets

When the resource timesheet entry is used to enter timesheets against a service call, Pronto Xi will automatically create an engineer
transaction against that call. That transaction will be held with a status of TSheet in Progress which will prevent it being edited from within
the service call. This means that if any changes are required to this transaction it must be made from the resource management timesheet.
An exception to this is that repair notes can be edited from the service call.
If an engineer is not allocated to a service call, Pronto Xi will prevent RM timesheets being entered for the corresponding resource.
Steps
1 Repeat steps 1-9 from Enter resource timesheets for resource CARP15 and accept the default employee category of 1V.
 The following fields relate to Service type entries.
Field Description
Date Worked Enter the same date as the start date from the service call.
1-12-16
Type Enter W for worked.
Source As we are posting against a service call, enter S.
Source From Enter service call 1634.
Task Leave Blank
Cost Cat Enter LABS.
Start Code Enter a start code of S.
Start Time Enter 14:30.
Stop Code Enter a stop code of S.
Stop Time Enter 20.
Billable Enter 5.5.
Emp Cat Accept the default if 1V.
Award Code Accept the default of CARP.
Shift Code Accept the default of ARVO.
Work Rate Accept the default of CA1.
Notes Enter Y and record some repair notes.
Team Enter BLANK

3 Select Service> Maintain Calls > Call Maintenance by Call Number (SERV M096).
The Call Maintenance by Call Number screen is displayed.
4 Find call 1634
5 Select Trans
Here we see the transaction as it was entered in Resource Management timesheets.
6 Select Notes and view the repair notes entered.

RMT.OP.30.30 Enter weekly timesheets

The Weekly Resource Timesheet Entry – Total Hours function provides a fast method to record timesheets for both personnel and
sub-contractors. This screen is not designed to ask the level of detail provided by the Resource Timesheet Entry function. As a result,
this screen will be suitable if you have simple requirements.
 Manual allowances cannot be managed from this screen. For more information, see Enter manual allowances
Service Call timesheets can only be performed from Resource timesheet entry as Service requires start / stop times.
Equipment can also capture transactions, very similar to timesheets but must performed under Resource Equipment Transactions
(RMS.M025).
The following modes are available under the Weekly Resource Timesheet Entry – Total Hours screen.
Mode Description
Find Find an existing timesheet based on award and shift codes.
Entry Create a new weekly timesheet entry.
Correct Correct an existing weekly timesheet entry.
Remove Remove a timesheet.
Copy Upon selection, a second screen appears asking for Employee Category, a start / end date range to copy from and a "to
date" to start copying these to. So if the copy from date range spanned 3 days, these will be replicated spanning 3
days, starting from the "to date".
Copied timesheets will only be displayed in the data-grid if they fall in the weekly period selected.
Review Displays the review timesheet function, which displays all records for all resources of all statii. Any transactions already
passed through the award interpreter (translated) may show multiple lines split into appropriate pay breaks and both
manual & automatic allowances will be shown. This function requires security RMS.M018.
Total This provides a summary screen for the current resource for a specified weekly time period.
Hours Its purpose is a cross check for the user to ensure they have entered the correct number of hours and if all of those
hours have been posted as yet. The screen also provides a breakdown of hours posted into the appropriate buckets
following the award interpretation (translation) process (managed from Resource Timesheet Entry).
Submit This will update the status of all Pending timesheets to Entered, allowing them to be translated and posted.
Console Drill to the Resource Console for the selected resource

Scenario
Resource Chad Carpenter CARPENT22 needs to capture timesheets for the week against project PKA-B. As he doesn't need to
manage any manual allowances, and only needs to record the number of hours for a day (i.e. start/stop time is irrelevant) the
Weekly Resource Timesheet Entry – Total Hours function will be the most efficient entry method.
Once complete, the Resource Timesheet Entry screen will show the weekly timesheets split out into the individual work days.
Steps
1 Select Resource Management > Timesheets > Weekly Resource Timesheet Entry - Total Hours (RMS M021).
The Weekly Resource Timesheet Entry - Total Hours screen is displayed.
The resource code can be entered, or enter a key word to search. The key word search will check resource code, resource
number, resource description, resource contact name, resource phone number, resource mobile number, resource email.

2 Enter the resource code, Carpenter
3 Select the required resource, CARPENT22
4 Accept the default Employee category, 1V.

The employee category normally defaults from the employee master.
5 Enter the week ending date, 22-10-16

This will allow the operator to enter the weekly timesheets from 16-10-16 through to 22-10-16
6 Click Entry.
7 Enter the following details.
 The following fields relate to Project type entries.
Field Description
Award Enter or select an appropriate award for the transaction. Only the awards attached to the resource can be
Code utilized.
Enter BUILDCON.
Shift A shift code will default. Only those shifts previously defined against the award can be selected.
Code Accept the default of DAY.

Type Select a resource timesheet type code. These relate to the system table TI which maps posting rules and a
variety of other properties. There will be different types for the different work functions, such as worked,
annual / sick leave and allowances (if appropriate).
Only those with a special Used in RMS flag (“TI” table) will appear for selection. Allowance types will not be
permitted.
Enter W for worked.
Source The following Source options are available:
Option Description
J Project
G General Ledger
P Plant Work Order

As we are posting against a project, enter J.
Source This represents the source document such as a project number, a service call, a general ledger account code.
From Enter project PKA-B.
Task This is the project task the transaction relates to. A task will only be asked for where project tasks have been
used. If a project does contain tasks, your resource can only record time against those tasks which they have
been allocated.
Alternatively, the Task field can be left blank to instead enter a cost category code.
If the expected task is not listed in F2, confirm that:
the project is at Setup or In Progress status

the status of the task has advanced from Entered (Notified or higher – excluding Finished)
the resource has been allocated to the task
Leave blank.
Cost A labour type project cost category code will default unless there are no labour type cost categories defined
Cat for the project as yet. An F2 will list the defined cost categories for this project.
If Project Procedures cost category creation flag (SYS.M055) is set to Not Allowed, then a labour type cost
category code must already have been defined for the project and selected in order to proceed.
If, however, the cost category creation flag is set to either Automatic or Ask, a cost category code can be
entered and will update the project accordingly.
Enter L002.
Work The work rate code represents the function of work performed, which can influence the base pay rate.
Rate Accept the default of CA1.
Date Seven date fields, one for every day of the week will be presented. The 7 th day will be the week ending date
Fields entered earlier.
When these are later run through the award interpreter, a start time will be assumed from the Start Time in
the corresponding award / shift combination in the function Award Shift (RMS M007).
Enter the following hours: 6, 7, 4, 6, 5, 3, 8

8 Press Esc.
The Weekly Resource Timesheet Entry – Total Hours screen for the resource is displayed.
9 Press Esc
10 Select Resource Management > Timesheets > Resource Timesheet Entry (RMS M012), entering resource CARPENT22 with
the default employee category of 1V.
The Resource Timesheet Entry screen is displayed showing the weekly timesheets split out into the individual work days.
The hours per day is shown in the Total Hours column.
The start / stop times default to zero.

RMT.OP.30.40 Enter team timesheets

As a team leader you may enter timesheets on behalf of your team. This is done in Pronto Xi by:
1. Entering in your own timesheets, ensuring you assign your team code against each record where you worked as a team
2. Use the Copy to Team mode button
This function is only available if each member of your team that you want to copy the timesheets to was also booked to work on the
same project / task. They do not have to have been booked for the same time / day.
Team timesheets can only be created in the daily timesheet entry function (Resource Timesheet Entry).
The Copy to Team mode is only available if you do not enter a specific resource code on the first timesheet entry screen. This
allows you to enter timesheets for multiple resources within the one screen.
You may only use this option is you have access to RMS S007 - Allow team resource timesheet entry.
Scenario
The team ADHOC has been booked on task 1000 on project PKA-B. DRIV01 was set as the leader of this team and will now enter
timesheets on behalf of the team.
Each of the team members worked the same days and times as the leader except for PLUM01 who did not work on the first day as
expected based on the bookings. This is shown in the table below.
We can also see that although CARP15 was not booked to work on 15 March, they did actually work.
Resource Booked Worked (timesheet required)
CARP15 8,9,12,13 & 14 March 12,13,14,15 March
DRIV01 12,13,14,15,16,19,20 March 12,13,14,15 March
PLUM01 8,9,13,14,15,16,20 March 13,14,15 March
MODCRANE01 (Equipment) 8,9,13,14,15,16,20 March 12,13,14,15 March

When we copy the timesheets for DRIV01, we expect it to copy the 4 timesheets to resources CARP15 and PLUM01 with the
following exceptions:
CARP15 was not booked on the 15th March (you will be required to manually enter this timesheet)
PLUM01 was not booked on the 12th March (no adjustments necessary)

Steps
1 Enter the timesheets entries for DRIV01 as shown below where the Team field is populated with the team that you worked
with.
2 Mark each of the timesheets for resource DRIV01 using the Mark/Unmark mode.
3 Click Copy to Team.

A message is displayed which indicates 6 new timesheet entries have been created.
4 We now see 3 new timesheets have been created for CARP15
But no timesheet has been created for 15-Mar (because he was not booked). You are therefore required to manually enter this
record.
5 We see 3 new timesheets have been created for PLUM01
No timesheet was created on 12-Mar because he was not scheduled to work on that day. Hence no further updates are
required.
6 We also see that no timesheets are created for the Equipment resource. These are required to be manually entered into the
Equipment Timesheet function.

RMT.OP.30.50 Enter manual allowances

Scenario
You will enter a manual allowance of HEIGHTS for resource STEELH001 against project PKA-B task 800 and alternate award BUILDCON.
Once complete, the Resource Timesheet Entry screen will be displayed with the Status of Pending.
Steps

2 Enter the required resource code, Steel

The search will return all the resources with "steel" as part of the code.
4 Accept the default Employee category, 1V. The employee category normally defaults from the employee master.
5 Click OK.
6 Click Entry.
7 Accept the default employee category of 1V.

8 Enter the following manual allowance details.
Field Description
Date Enter the first worked date.

Worked
Type Select an allowance type code. These relate to the system table “TI” which maps posting rules and a variety of
other properties. There will be different types for the different work functions, such as worked, annual / sick
leave and allowances (if appropriate).
Only those with a special “Used in RMS” flag (“TI” table) will appear for selection. Also allowances require a pay
type of 4 in order to ask for the allowance code applicable.
Enter L for allowances.
Source As we are posting against a project, enter J.
Source Enter project PKA-B.

From
Cost Cat Enter L001.
Emp Cat Accept the default of 1V.
Award Accept the default of BUILDCON.

Code
Allowance Allows the selection of a manual allowance. These are only available if defined against the award and allocated
to the resource in Resource Master – Manual Allowances.
Enter HEIGHTS.
Qty / Hour Enter the quantity for the entitlement. A kilometre allowances would require the KM’s to be entered, if unsure
enter 1.
Enter 1.

9 Press Esc.
The Resource Timesheet Entry screen for the resource is displayed with the Status of Pending.

RMT.OP.30.60 Calculate allowances

Now that you have created timesheet entries and manual allowances for your resources, you will now need to advance the status of
these transactions from Pending to Entered and calculate any automatic allowances. The reason for having a status of Pending, is to
protect these entries from any bulk updates taking place until you are ready.
Example: If you were interrupted during timesheet entry and wanted to return later, those transactions would not be actioned
accidentally.
This will need to be managed from either the Resource Timesheet Entry screen or the Weekly Resource Timesheet Entry screen.
In this section, you will:
Advance timesheets and manual allowances to posting

Calculate and post automatic allowances
Advance timesheets and manual allowances to posting

Scenario
The transaction status for your resources STEELH001 and Chad Carpenter CARPENT22 are at Pending. You will need to advance the
status of these timesheets to Entered.
Steps


4 Accept the default Employee Category, 1V. The employee category normally defaults from the employee master.
5 Click OK.
The timesheets for this resource are displayed.
6 Click either the Mark/Unmark or Mark/Unmark All option

This will apply a "*" symbol to mark the transactions that have a status of Pending.
7 Click Submit. This will advance the status from Pending to Entered.
Selectively mark the transactions you wish to post, including both timesheets and manual allowances.
8 Click Mark / Unmark All

All timesheets will be marked, but only those at an Entered status will post.

9 Click Processing > Post Time.

This is to allow for a demarcation of duties / security access within a business, similar to an approval step. Timesheets will
have advanced in status from Entered to Time Posted, whereas allowances will have advanced from Entered to Allowance
Posted.
Timesheets will have been run through the award interpreter and other screens will show how Pronto Xi has split the
timesheets into different posting buckets (i.e. normal time, 1 ½ time etc.).
This is as far as you need to take manual allowances.
 This option will only be enabled if you have access to RMS S004 – Allow RMS Timesheet Processing Options.
10 Enter the GL Posting date
The timesheets now displayed with a status of Time Posted and the allowances display with a status of Allowance Posted.
11 Repeat steps 1-9 for all remaining resources, CARPENT22

Calculate and post automatic allowances

If your business has defined automatic allowances, the timesheet transactions have to be run through the award interpreter again.
There are many complexities surrounding the calculation permutations of automatic allowances, so the process had to be split this
way, mainly relating to timing.
Scenario
Calculate the automatic allowances for resources STEELH001, CARPENT22 and CARP15.
Steps

4 Accept the default Employee Category, 1V.

The employee category normally defaults from the employee master.
5 Click OK.

6 Click Processing > Calculate Allowance.

This will create any automatic allowance entitlements and advance the status from Time Posted to Allowance Calc.
 This option will only be enabled if you have access to RMS S004 – Allow RMS Timesheet Processing Options
7 Accept the defaults, ensuring the date range includes your transactions.
 Confirm the end date is correct

8 This has resulted in an automatic allowance transaction having been created, posting directly to a General Ledger account
1N630, determined by the allowance configuration.

Take
note of the allowance run id as this will be needed at the next step. This id has been assigned against all timesheets
that were at a status of Time Posted (now Allowance Calculated) and against the created automatic allowances.
This tells us which timesheets were used to generate which allowances. It also allows us to run 'Processing -
Reverse Allowance Calculated' which will change the timesheet status back to Time Posted and delete the created
allowances.
The last step in the process is to post the allowances.
9 Select Processing > Post Allowance.

The status will advance from Allowance Calc to Allowance Posted.
 This option will only be enabled if you have access to RMS S004 – Allow RMS Timesheet Processing Options.

10 The allowance now has a status of Allowance Posted.
11 Select Project > Project Maintenance > Transactions (PROJ.M117)

Here you will find the timesheet and allowance transactions have posted.
12 Select Project > Project Maintenance > Chargeout (PROJ.M117)

The project Chargeout screen also lists the timesheet & allowance transactions, ready for invoicing the customer.
Review timesheets will explain why the award interpreter has produced these results.
13 Repeat steps 1-10 for the remainder resources, CARPENT22, CARP15

RMT.OP.30.70 Review timesheets

There will be times when you need to review multiple resources, check the status of their timesheet entries and understand the
outcome of the award interpretation. This is done via the Resource Timesheet Enquiry screen.
This section will take you through an understanding of how the award interpreter has achieved the results found in Calculate
allowances
Scenario
As a manager, you are required to review the logic applied by the award interpreter for resources STEELH001, CAP15 and
CARPENT22.
This section will cover:
Resource timesheet enquiry modes

Review timesheets for resource STEELH001
Timesheet hours – BUILDCON award
Timesheet Hours – STEELW award
Automatic allowance – BUILDCON award
Manual allowance – BUILDCON award
Review timesheets for CARP15
Timesheet hours – CARP award
Review timesheets for CARPENT22
Automatic allowance - BUILDCON award
Resource timesheet enquiry modes

The following modes are available under the Resource Timesheet Enquiry screen.
Mode Description
Find Find a timesheet entry based on a resource and date combination.
Shift Displays the award shift breakdown of hours per pay increment (normal, time and a half etc.) regular start time and
what pay increment to apply if timesheets commence prior to the expected start time.
The timesheet type for the current record will influence when this option is available, hence an allowance record will
prevent access to Shift.

Allowance Displays the allowance rules for an award. This includes whether it was a manual or automatic award, how the
amount is calculated, intervals & restrictions for automatic awards such as max total amounts and any General
Ledger or project & category definitions for posting.
The timesheet type for the current record will influence when this option is available, hence only available on
allowance records.
Project Drills to the Project Maintenance screen for enquiry, when the transaction source was a project
Service Drills to the Call Maintenance by Call Number for enquiry, when the transaction source was a service call.
Call

Review timesheets for resource STEELH001

Summary
Timesheets were entered spanning 2 days:
9 ½ hrs against award BUILDCON (6:30 to 16:00)

9 ½ hrs against award STEELW (6:30 to 16:00)
A manual allowance of HEIGHTS was also captured for the first day.
Steps
1 Select Resource Management > Timesheets > Resource Timesheet Enquiry (RMS M018).
2 Filter the resource code on STEELH001 to keep your view simple.
3 Highlight the oldest record for the Award BUILDCON.
The first thing you will notice is that the difference between a start time of 6:30 and finish time of 16:00 equates to 9 ½ hrs, however the
record is being presented as 8 paid hours and ½ hr unpaid.
There are several elements of configuration influencing this:
Award shift pay scale hours

Award shift unpaid break times
Take note of the following:
Hour intervals
Shift start time

Early start pay scale
Take note of the intervals vs break length.
The following spreadsheet helps to explain the calculations.
For a larger image of the above spreadsheet, see Award interpretation – STEELH001
BUILDCON award replicated:
The first row represents the transaction we are processing in Pronto Xi. The difference between the start and stop time is 9 ½ hrs.

There is an award start time defined of 07:00 and an early pay value of zero, which means any time recorded before 07:00 is ignored.
This is where the Unpaid value of 0.5 is derived from (i.e. ½ hr) in Pronto Xi. The spreadsheet presents an allowed time of 9hrs to assess.
Break calculations
Each break section represents the number of hours to be worked in order to be entitled to a break,
Break 1 states 2.25 hrs is worked (2 ¼ hrs), then a 0.25 break (¼ hr). The reality is, someone must physically work 2½ hrs (2.25 + 0.25)
even though they will only be paid for 2¼ hrs for the 2½ hrs worked.
Similar logic applies for breaks 2 and 3. The net result is, only 8hrs is assessable for payment/costing.
Lastly, the award then dictates the pay scale buckets, resulting in:
7hrs @ normal time

1hr @ time & half
This aligns with the summary at the bottom of the Resource Timesheet Enquiry screen.
If multiple timesheets exist per day, the Hours Worked vs Award Total vs Daily Total sections can all differ – which is an accurate
reflection of the bigger picture for this resource.
If an early start pay scale applies (other than zero) and start times are recorded earlier than the shift start time, then this time is added
into the respective pay scale bucket after that bucket is first calculated, hence it is possible for a normal threshold to be exceeded.
Example: If an early pay scale = 1 (time & half) and 3hrs is recorded prior to the shift start time and the duration of time recorded,
results in time qualifying for time and half, and there is a 1 ½ time threshold of 2hrs, the calculation can result in 5hrs in the time
and half bucket, which would be correct.

Timesheet Hours – STEELW award
Steps
1 Highlight the newest record for the award STEELW.
For this award, the same start time of 6:30 and finish time of 16:00 produces a different outcome. The 9½ hrs recorded results in 8½
paid hours and nothing unpaid.

Award shift unpaid break times.
Hour intervals
Shift start time

Take note of the interval vs break length
Calculations explained
Overview of spreadsheet:
STEELW award replicated:
The second row represents the transaction we are processing in Pronto Xi. The difference between the start and stop time is 9 ½ hrs.
There is an award start time defined of 07:00 and an early pay value of 2, which means any time recorded before 07:00 is paid at time
and half. The spreadsheet presents an allowed time of 9 ½ hrs to assess.
Break calculations
Each break section represents the number of hours to be worked in order to be entitled to a break.

Break 1 states 2.25hrs is worked (2 ¼ hrs), then a 0.25 break (¼ hr). The reality is, someone must physically work 2 ½ hrs (2.25 + 0.25)
even though they'll only be paid for 2 ¼ hrs for the 2 ½ hrs worked.
Similar logic applies for breaks 2 and 3. The net result is only 8hrs is assessable for payment/costing.
7hrs @ normal time

1hr @ time & half
reflection of the bigger picture for this resource
into the respective pay scale bucket after that bucket if first calculated, hence it is possible for a normal threshold to be exceed.
Example: If an early pay scale = 1 (time and half) and 3 hrs are recorded prior to the shift start time, and the duration of time
recorded, results in time qualifying for time and half, there is a 1 ½ hr time threshold of 2 hrs, the calculation can result in 5hrs in
the time and half bucket, which would be correct.

Automatic allowance – BUILDCON award
Steps
1 Highlight the automatic allowance of TRAVEL.

Manual Entry = N indicating an automatic allowance.
Award BUILDCON has an automatic allowance defined for TRAVEL.
This has been defined as:
A flat fee of $55.00

Applicable daily
Based on normal hours but without a minimum number of hours to apply restriction
There is no maximum to how many times this can apply (this option is clearer when based on hours).

As there are no minimum hours/maximum total amount restrictions, the calculation is easy, i.e. record something for a day and the
allowance will apply. If, however restrictions did apply, then the various sections shown below would be assessed.
Manual allowance – BUILDCON award
Steps
1 Highlight the manual allowance of HEIGHTS.

Manual Entry = Y indicating a manual allowance.
Award BUILDCON has a manual allowance defined for HEIGHTS.

Manual allowances have minimal restrictions. You either are entitled or are not entitled to enter a manual allowance. It is then a
business process to review if such a manual process should have been applied for that instance.
Details of the allowance applied are also displayed.
The Qty/Hour value responds to the quantity entered during the manual allowance entry and becomes a multiplier of the rate. In this
example it was simply 1 x $30.00 = $30.00

Review timesheets for CARP15

Summary
A single timesheet was entered:
5 ½ hrs against award CARP
Timesheet hours – CARP award
Steps
1 Select Resource Management > Timesheets > Resource Timesheet Enquiry (RMS M018)
2 Filter the resource code on CARP15 to keep your view simple
This time, the calculation is simple with 14:30 to 20:00 representing 5 ½ hrs, all falling within normal operating hours and the pay scale
bucket of Normal.

No unpaid breaks to deal with.
For a larger image of the above spreadsheet, see Award interpretation – CARP15
CARP award replicated:
This row represents the transaction we are assessing in Pronto Xi. The difference between the start and stop time is 5 ½ hrs.
There is an award start time defined of 14:00 and an early pay value of 0 which means any time recorded before 14:00 is unpaid. The
spreadsheet presents an allowed time of 5 ½ hrs to assess.
The break calculations are simple, none are defined.

5 ½ hrs @ normal time
For a larger image of the above spreadsheets, see Award interpretation – CARP15
Example: If an early pay scale = 1 (time and half) and 3 hrs are recorded prior to the shift start time and the duration of time
recorded, results in time qualifying for time and half, and there is a 1 ½ time threshold of 2hrs, the calculation can result in 5hrs in

Review timesheets for CARPENT22

Summary
Timesheets for this scenario were entered using the Weekly Resource Timesheet Entry – Total Hours method, which did not ask
for a start time. Timesheets entered in this manner, will assume the hours commence from the Shift Start Time.
Timesheets were entered spanning 7 days against award BUILDCON:
Day 1 - 6 Hrs
Day 2 - 7Hrs
Day 3 - 4 Hrs
Day 4 - 6 Hrs
Day 5 - 5 Hrs
Day 6 - 3 Hrs
Day 7 - 8 Hrs
Steps
1 Select Resource Management > Timesheets > Resource Timesheet Enquiry (RMS M018)
2 Filter the resource code on CARPENT22 to keep your view simple
3 Highlight the oldest record.

Hour intervals
Shift start time

Take note of the intervals vs break length.
When project hours are entered without a start/stop time, Pronto Xi will assume the hours commence from the Shift Start Time.
For a larger image of the above spreadsheet, see Award interpretation – CARPENT22 .

BUILDCON award replicated:
As all entries commence from the shift start time, all times are assessable.
Break calculations
Each break section represents the number of hours to be worked in order to be entitled to a break.
This should be clear after reviewing the interpretation earlier for STEELH001.
Day 1 - *5 ¼ hrs* @ normal time

Day 3 - *3 ¾ hrs* @ normal time
Day 7 - 7 hrs @ normal time

For a larger image of the above spreadsheets, see Award interpretation – CARPENT22
This aligns with the summaries for each at the bottom of the Resource Timesheet Enquiry screen.
Example: If an early pay scale = 1 (time and half) and 3 hrs are recorded prior to the shift start time, and the duration of time
recorded, results in time qualifying for time and half, and there is a 1 ½ time threshold of 2 hrs, the calculation can result in 5 hrs in

Automatic allowance - BUILDCON award
Steps
1 Highlight the automatic allowance of TRAVEL.

Manual Entry = N indicating an automatic allowance.
Award BUILDCON has an automatic allowance defined for TRAVEL.

Applicable daily
Based on normal hours but without a minimum number of hours to apply restriction
There is no maximum to how many times this can apply (this option is clearer when based on hours).

As there are no minimum hours/maximum total amount restrictions, the calculation is easy, i.e. record something for a day and the
allowance will apply. If however restrictions did apply, then the various sections shown below would be assessed.
Details of the allowance applied are also displayed.

RMT.OP.30.80 Resource timesheet enquiries

Two functions are provided to view a list of all current or archived timesheets.
1. Resource timesheet enquiry (RMS M018)

2. Resource timesheet archive enquiry (RMS M042)
Once a project timesheet is archived (Timesheet Housekeeping SYS M208), the resource management timesheet is also archived. Once a
timesheet is archived it will no longer be visible in the functions Resource Timesheet Entry (RMS M012) , Weekly Resource Timesheet
Entry (RMS M021) or Resource Timesheet Enquiry (RMS M018)

RMT.OP.40.00 Appendix
RMT.OP.40.10 Glossary of Terms

RMT.OP.40.20 Post engineer transactions
RMT.OP.40.30 RM and Mobile Service
RMT.OP.40.40 Award interpretation

RMT.OP.40.10 Glossary of Terms
Term Definition
Ah Hoc When bookings are made against a resource that does not relate to a specific project or service call.
Bookings
Allowances Additional income payments a resource is entitled to for a specific purpose e.g. travel allowance, meals allowance.
Attribute A skill your resource has attained e.g. site induction, working with heights license, vehicle capable of carrying a
specified load.
Availability Determining when your resource is available to work. This includes both their normal working hours and additional
hours they can work if they are required.
Award The structure of how a resource will get paid. This includes when they qualify for Time & Half, Double time etc., when
they are entitled to unpaid breaks and what allowances they are entitled to.
Award The Pronto Xi engine that takes a basic timesheet entry and calculates the breakdown of normal, double time etc.
Interpreter hours.
Award Holds the shift details for an award e.g. normal starting time, number of hours worked before time & ½ pay rates and
Shift double pay rates, break times. Can have multiple shifts per awards e.g. morning, night, day.
Bookings Records that hold on which project / call / task a resource is scheduled to work on and on what date/time it is to occur.
Location Local rules for calendars e.g. when a site is open or closed, local holidays.
Calendar
Masking When a Pronto Xi user is restricted from working with / viewing resources in Pronto Xi because they have not been given
access.
Primary The award that a resource will work under most of the time.
Award
Resource A resource is someone or something that you will use to perform work for your business. They can be personnel,
subcontractor or an equipment item.
Resource A way of grouping multiple resources. For example, Plumber, Carpenter etc.
Group
Resource What other elements of Pronto Xi is the resource linked to. For example, engineer, employee and asset.
Links
Resource The location where the key details of a resource are held.
Master
Resource Records that hold when your resource will work or their normal working hours.
Schedule

RMT.OP.40.20 Post engineer transactions

With the addition of Resource Management timesheet, changes have been made to the function Post Engineer Transactions (SERV
M011) so that the transactions can be posted through to the RM module.
 When Resource Management is not activated for service, this function continues to work the same
When posting to Resource Management, the resource must be assigned a default award or that transaction will not post.

When this is run from this function or from a service call (SERV M096), the prompt "Post to Project" now provides the following options:
Option Description
No – Post to Resource
Timesheets Only Engineer transactions change to a status of Tsheet in Progress. It can no longer
be edited within the service module.
RM Timesheet(s) are created
If the resource was scheduled for that date/time, that award / shift is assigned
on the RM timesheet. If no schedule or the schedule holds no award, then the
primary award is assigned.
You will then be required to translate and post the timesheets as required.
Yes – Post to resource and

payroll timesheets as well Engineer transactions change to a status of Finished / Posted.
as project RM Timesheet(s) are created
If the resource was scheduled for that date/time, that award / shift is assigned
on the RM timesheet. If no schedule or the schedule holds no award, then the
primary award is assigned.
The RM timesheet(s) are translated and posted. Other RM timesheets for the
same resource will retain their current status.
Automatic allowances are not calculated. These can now be calculated
manually as required.

RMT.OP.40.30 RM and Mobile Service

When Mobile Service is in use, Resource Management timesheets will be passed through the award interpreter provided the following
setup has been performed.
The engineer is linked to a resource (RMS M029 – Links)

The service module is activated for use by Resource Management (RMS M008)
When transactions are entered in Mobile Service, the engineer transaction will continue to be created against the engineer on the
corresponding service call.
The process flow in Mobile service transactions to payroll postings shows this in detail.
This section will show you:
Call completed but not invoiced

Call completed and invoiced
Mobile Servicing Transactions to Payroll Postings
Call completed but not invoiced

Where a service call is completed but not invoiced on mobile service:
The service engineer transaction will remain unposted

No resource timesheet(s) will be created
You will be required to post the engineer transactions through to Resource Management and the project. See Post Engineer
Transactions.
Call completed and invoiced

Where a service call is completed and invoiced on Mobile Service:
All service transactions are posted immediately (this is required to invoice the call correctly)
Resource Management timesheets are created
The service transaction posting function (SERV M011) is run with Post to Project = YES which does the following:
Resource Management timesheets are translated
Resource Management timesheets are posted to the project
Resource Management timesheets are posted to payroll
No automatic allowances are generated. This remains a manual process

Mobile Servicing Transactions to Payroll Postings

RMT.OP.40.40 Award interpretation

The following provides award interpretation spreadsheets referenced in Review timesheets as a larger image:
Award interpretation – STEELH001

Award interpretation – CARP15
Award interpretation – CARPENT22
Award interpretation – STEELH001
Award interpretation – CARP15
Award interpretation – CARPENT22

RMT.OP.00 RM Timesheets Operations 750 (1)

Uploaded by

Document Information

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

RMT.OP.00 RM Timesheets Operations 750 (1)

Uploaded by

Copyright:

Available Formats

RMT.OP.

RMT.OP.00 RM - Timesheets Operations 750

About this guide

Human Resources and Payroll employees

Enter Resource Management Timesheets

Are familiar with Pronto Xi modules and concepts

© Copyright 2018 Pronto Software Limited. All rights reserved.

Published 29.10.2018 14:26 Pronto Xi Education Series 750 3 of 67

RMT.OP.10.00 About RM timesheets

Have a linked employee code

Published 29.10.2018 14:26 Pronto Xi Education Series 750 4 of 67

Published 29.10.2018 14:26 Pronto Xi Education Series 750 5 of 67

RMT.OP.20.00 Scenario and exercises

Two new employees:

Payroll Officer's tasks

Published 29.10.2018 14:26 Pronto Xi Education Series 750 6 of 67

RMT.OP.30.00 Process RM timesheets

Enter manual allowances

Published 29.10.2018 14:26 Pronto Xi Education Series 750 7 of 67

RMT.OP.30.10 Enter resource timesheets

In this section, you will learn about:

Resource timesheet entry modes

Published 29.10.2018 14:26 Pronto Xi Education Series 750 8 of 67

Resource timesheet entry modes

Correct Correct an existing timesheet or manual allowance across the datagrid.

Published 29.10.2018 14:26 Pronto Xi Education Series 750 9 of 67

Copy to Copy the marked timesheets to members of your team.

Console Drill to the resource console for the selected resource.

Published 29.10.2018 14:26 Pronto Xi Education Series 750 10 of 67

Resource timesheet entry – Processing mode

Published 29.10.2018 14:26 Pronto Xi Education Series 750 11 of 67

Post Timesheets & Automatic Allowances

Published 29.10.2018 14:26 Pronto Xi Education Series 750 12 of 67

Resource timesheet entry – Extra mode

Published 29.10.2018 14:26 Pronto Xi Education Series 750 13 of 67

Published 29.10.2018 14:26 Pronto Xi Education Series 750 14 of 67

2 Enter the required resource code, Steel.

3 Select the required resource, STEELH001

7 Enter the following details.

 The following fields relate to Project type entries

 Use the up and down arrows to increment the date by 1 day.

Published 29.10.2018 14:26 Pronto Xi Education Series 750 15 of 67

Source Below are the options:

P Plant Work Order

the project is at Setup or In Progress status

Example: Working (W)/ travel

Published 29.10.2018 14:26 Pronto Xi Education Series 750 16 of 67

 Unlike service transactions, this field cannot be left empty.

 Not valid for an allowance timesheet.

Accept the default of DAY.

 Not valid for an allowance timesheet

Accept the default of ST4.

Published 29.10.2018 14:26 Pronto Xi Education Series 750 17 of 67

Notes Specify whether to record notes.

N No, do not record notes

Approval The description of the approval flag.

Published 29.10.2018 14:26 Pronto Xi Education Series 750 18 of 67

Date Worked Enter the second date this resource worked.

Type Enter W for worked.

Source Enter J for project.

Source From Enter project PKA-B.

Task Enter 800.

Cost Cat Enter L001.

Start Time Enter 6:30.