QUICK TIPS
Staff Hours to Grants

This new feature will allow you to assign hours worked by your staff to specified grants.  Please follow these steps to setup and work with this procedure. 

1. Organization Information – Grants tab
   a.  Add any grants on this screen to which you would like to assign staff hours
   b.  Click on the Add Grant button and fill in the information
   c.  Click on the Modify Grant Info if you need to change the information
    

2. Staff Hours – your staff will check in and out each day as they come and go
    

3. Staff/Volunteers – Time Cards tab
   a.  At the end of each payroll cycle you will run the Retrieve & Build Time Cards procedure to bring in the time card data from the Quick Entry section
    

4. Click on the Allocate Time Cards to Grants/Funding Sources button after the Retrieve & Build Times cards routine is complete
    

5. Click on the Set Allocation Rules button – here you will assign an Allocation Rule for each staff person in your database based on a percentage of total hours worked for the pay period
   a.  Choose a staff person from the dropdown
   b.  Choose a Grant/Funding Source from the first dropdown
   c.  Fill in a % of Hours to Allocate
   c.  Continue filling in the Allocation Rules for each staff person accordingly
   NOTE:  You cannot allocate more than 100% of any staff person’s hours
    

6. Click the Automatically Allocate Time Card Records Based on Rules
   a.  Choose from All Staff, Staff for a Unit or a Specific Staff person
   b. Choose from
        i.  Automatically create Time Card Allocation records for Staff who do not yet have allocations for specific Time Card records in this pay period
        ii.  Rebuild ALL Time Card Allocations for Staff with time card records in this pay period
        iii.  DELETE All Allocations for selected Staff
   c.  Click Continue with Time Card Allocation
   d.  Click OK at the Grant/Funding Source Allocations complete message
    
7. Click the View/Modify Detailed Time Card Allocations button – this screen allows you to view and adjust a staff persons allocations
    

8. Click the View Summary of Time Card Allocations button – this allows you to view a summary of each Staff persons total hours allocated in the pay period
    

9. Click the Grants / Funding Sources Time Card Allocations Report button – this allows you to preview, print and export to Excel a variety of report choices.

Please contact Vision Computer Programming Services, Inc. at 888-425-6964 if you have additional questions regarding this feature.

Vision Computer Programming Services, Inc.
685 Main Street, Suite C
Safety Harbor, FL 34695
(888) 425-6964
Email: email@visioncps.com 
Web Page: www.visioncps.com

Contents Copyright ©2011 Vision Computer Programming Services, Inc.