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XactTime Labor Levels

Environment

The information in this article applies to:

Summary

Defining Labor Levels

The first step in building your labor levels is to determine how many labor levels your
company has. XactTime supports as few as one or as many as fifteen. To set up your labor
levels, click Add. Provide a name for the labor level and click Update to save.

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Setup Labor Levels

Once you define your labor levels, you need to Setup Labor Levels. Note in the figure
below that you must select the level using the drop-down menu next to Selected Business Unit that you want to build out. In the example below, Region is the first level selected.

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To continue with the setup of your labor levels, you need to click Add under the Selected Labor Level Unit Detail.

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This opens fields on the right side of the page for you to fill in with your criteria

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Note: You must click Save before you can enter the next record. Click Add again to enter
another record.
Once you complete your first labor level, use the Selected Labor Level drop-down box to
choose the next labor level that you would like to configure.

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Assigning Employees to Labor Levels


In XactTime, you have multiple ways to assign employees to different labor levels. You may assign employees one at a time, in multiples, or by employee member groups.

Assigning Labor Levels to One Employee


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1. Select the employee you would like to assign using the Employees Filter drop-down box or by typing the name in the Employees Filter text box and clicking Filter.
2. To assign the selected employee, highlight the desired labor level by clicking a selection
in the box below. You may hold down your CTRL key to select more than item at a time.
3. Once you highlight your selections, click the arrow icon pointing in the direction of the Assigned to box.

Assigning Labor Levels to Multiple Employees


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To assign multiple employees to labor levels:

1. Select either an employee member group from the Employee Group Filter drop-down
box or use CTRL-click to select multiple employees. Click the arrow icon pointing to the
blank Selected Employees box.
Select all labor levels to which you wish to assign your employees and click Save.
Note: If you do not click Save your entries will be lost.

Article

KB0008 Published 12th Sep 2013

Keywords: XactTime Labor Level


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