{"id":234,"date":"2021-02-03T17:26:52","date_gmt":"2021-02-03T17:26:52","guid":{"rendered":"https:\/\/help.insperity.com\/bps\/?post_type=ht_kb&p=234"},"modified":"2024-04-11T19:26:48","modified_gmt":"2024-04-11T19:26:48","slug":"tracking-units","status":"publish","type":"ht_kb","link":"https:\/\/help.insperity.com\/bps\/knowledge-base\/tracking-units\/","title":{"rendered":"Tracking units"},"content":{"rendered":"\n

Introduction<\/h2>\n\n\n\n


The Units page in Time and Attendance is used to track numbers of units of a specific item or items across time. Often, a dollar or hour per unit amount is established, which in turn automatically ties each unit record to a dollars or hours record.<\/p>\n\n\n\n


Navigating to the Units Page<\/h2>\n\n\n\n
  1. In the Main Navigation menu, open the Daily Procedures folder.<\/li>
  2. Open Data Entry subfolder.<\/li>
  3. Click on the Units page. \u2003<\/li><\/ol>\n\n\n\n
    \"\"<\/figure>\n\n\n\n


    Reviewing the Units Page<\/h2>\n\n\n\n
    \"\"<\/figure>\n\n\n\n
    1. Summary Bar
      Total Hours<\/strong> \u2013 Total recorded time from the Punches and Hours pages
      Employee Number<\/strong> \u2013 Assigned employee number
      Badge Number<\/strong> \u2013 Employee\u2019s badge number if hardware clocks are in use
      Approvals<\/strong> \u2013 Status of employee and supervisor approvals<\/li>
    2. Units \u2013 Unit records for the elected employee. For definitions of each field, see the section titled \u201cUnits Detail Definitions.\u201d<\/li>
    3. Edit Column \u2013 Buttons that allow additional interaction with the units. <\/li><\/ol>\n\n\n\n


      Units Detail Definitions<\/h2>\n\n\n\n


      Below is a list of the fields in the order in which they may be seen on the main Units page or within the Detail View pop-up window when editing or adding a units record. Access to these fields is dependent on company setup and individual security.<\/p>\n\n\n\n

      Effective <\/strong>\u2013 Effective date of the units record<\/p>\n\n\n\n

      Unit Type<\/strong> \u2013 Type of units applied to the record<\/p>\n\n\n\n

      Amount <\/strong>\u2013 Number of units associated with the record<\/p>\n\n\n\n

      Device Number<\/strong> \u2013 Device from which the units record originated<\/p>\n\n\n\n

      Source Code<\/strong> \u2013 Source from which the units record originated<\/p>\n\n\n\n

      Comment<\/strong> \u2013 Comment (to be) associated with the units record<\/p>\n\n\n\n

      Organization Level <\/strong>\u2013 Organization level items assigned to the units record<\/p>\n\n\n\n

      Linked To <\/strong>\u2013 The hours or dollars record to which the units are linked<\/p>\n\n\n\n


      Editing a Units Record<\/h2>\n\n\n\n


      With the appropriate security, any item that displays on the main portion of the Units page can be edited by selecting and overwriting the data within the appropriate field and clicking Save<\/strong>.<\/p>\n\n\n\n

      Additional units information can be edited using the following steps:<\/p>\n\n\n\n

      1. Click the Edit<\/strong> button to on the record to be edited. \u00a0The Detail View pop-up window opens.<\/em><\/li>
      2. Adjust the field(s) as needed. At minimum, the Effective Date, Unit Type, and Amount fields must be completed. <\/li>
      3. Click Save<\/strong>.<\/li><\/ol>\n\n\n\n

        Deleting a Units Record<\/h2>\n\n\n\n
        1. Click the Delete<\/strong> button to the right of the units to be removed.  A warning message opens to confirm the deletion of the record.<\/em><\/li>
        2. Click OK<\/strong>.<\/li><\/ol>\n\n\n\n

          <\/p>\n\n\n\n

          Adding a Units Record<\/h2>\n\n\n\n


          To add a single units record:<\/p>\n\n\n\n

          1. Click the Add <\/strong>button, located at the bottom left of the page.\u00a0 The Detail View pop-up window opens.<\/em><\/li>
          2. At minimum, the Effective Date, Unit Type, and Amount fields must be completed. <\/li>
          3. Click Save<\/strong>.<\/li><\/ol>\n\n\n\n


            Adding Many Units Records<\/h2>\n\n\n\n

            To add many units records at once, it is best to use the Timesheet option.<\/p>\n\n\n\n

            1. In the Main Navigation <\/strong>menu, open the Daily Procedures<\/strong> folder.<\/li>
            2. Open Data Entry<\/strong> subfolder.<\/li>
            3. Click on the Timesheet<\/strong> page.<\/li>
            4. Use the drop down located on the second row of the Timesheet to select the worksheet to use. These are created and customized for each install, but will typically have a separate timesheet for units.<\/li>
            5. Find the date of the units record, and fill in the applicable fields.
              1. To add an additional record to the same day, use the Plus-Add Units<\/strong> button located on the units block.<\/li><\/ol>
                1. For more detailed information about using the Timesheet, see the \u201cTimesheet<\/a>\u201d User Guide.<\/li><\/ol><\/li>
                2. Click Save<\/strong>.<\/li><\/ol>\n\n\n\n

                  Download the User Guide<\/h2>\n\n\n\n

                  Tracking Units User Guide<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

                  Introduction The Units page in Time and Attendance is used to track numbers of units of a specific item or items across time. Often, a dollar or hour per unit amount is established, which in turn automatically ties each unit record to a dollars or hours record. Navigating to the…<\/p>\n","protected":false},"author":2,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[8],"ht-kb-tag":[151],"class_list":["post-234","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-time-entry-and-review","ht_kb_tag-timeclock"],"_links":{"self":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/234","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/comments?post=234"}],"version-history":[{"count":5,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/234\/revisions"}],"predecessor-version":[{"id":2662,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/234\/revisions\/2662"}],"wp:attachment":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/media?parent=234"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb-category?post=234"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb-tag?post=234"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}