This article will detail how to bulk-apply cost codes across multiple workers for completed shifts
Scenario: A foreman is managing timesheets for two workers and needs to apply productivity for their shifts. The foreman needs to allocate time across two cost codes with a fixed hr. amount assigned to Cost Code 1 for safety-related tasks. The remainder of the hours will be allocated to Cost Code 2, which will be input as a percentage, indicating all remaining hours.
- Worker 1: Worked 10 hours total
- Worker 2: Worked 11 hours total
Step 1: The foreman selects the workers on the productivity tab that they will be assigning productivity to and clicks "Bulk Productivity."
Step 2: The foreman assigns 0.5 hours to Cost Code 1, which will apply to each worker, and adds Cost Code 2 by clicking the blue + on the top right of the screen. For this Cost Code, you will select the % allocation type and input 100% for the remaining time for each worker.
Breakdown:
-
Worker 1 (11 total hours):
- Cost Code 1 (Safety): 0.5 hours
- Cost Code 2: 100% of remaining hours (10.5 hours)
-
Worker 2 (10 total hours):
- Cost Code 1 (Safety): 0.5 hours
- Cost Code 2: 100% of remaining hours (9.5 hours)
On the bottom left of the screen, the "Max hours to Allocate" will reflect the specific hours applied in Cost Code 1, and the "Allocated Percent" should now be 100% on the bottom left of the screen.
Step 3: Click Apply
On the timesheet, the cost codes will now be updated based on the total amounts for the shift
For Worker 1:
- Cost Code 1: 0.5 hours
- Cost Code 2: 100% of remaining hours (which is 9.5 hours)
For Worker 2:
- Cost Code 1: 0.5 hours
- Cost Code 2: 100% of remaining hours (which is 10.5 hours)
Key Point: The final cost code (or the only Cost Code) will always be a percentage. In this case, Cost Code 2 will always represent 100% of the remaining hours after the allocation to Cost Code 1.
By using percentages for the final cost code, the system ensures that any remaining hours are properly allocated without needing to manually calculate exact numbers, reducing the risk of errors and keeping the process streamlined.