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Get the Payroll Export Details using the Labor Timesheet Pay Roll View

Reference No: 29342

Details

The custom report generated using Rep_LaborTimesheetPayRollView is used to view the view the Payroll details entered from the R2 Labor. The details are explained in the sample workflow given below:

Prerequisites

  1. Login to the R2 application.

  2. Select the Maintenance module > Labor tab > click the New icon.

  3. Create the Labor Positions [CAMERAOPERATOR] and [PRODUCTIONMANAGER].

  4. Save and Exit the Maintenance module.

Sample Workflow

  1. Select the Account module. The Account window is displayed.

  2. Tag a Company [JVC].

  3. Create an Order [ORD-1028].

  4. Select the Labor tab. Click the Search Labor icon. The Search Labors window is displayed.

  5. Add the Labor Positions [CAMERAOPERATOR] and [PRODUCTIONMANAGER] with 1 Qty each as shown in Figure 1.1.

29342ExportCost_C1_I1.png
Figure 1.1 ORD-1028 with the Labor Positions [CAMERAOPERATOR] and [PRODUCTIONMANAGER]

  1. Select the Schedules tab > click the Add icon to add an Order Task, as shown in Figure 1.2.

29342ExportCost_C1_I2.png
Figure 1.2 Schedules tab with the Order Task [Rehearse]

  1. Select the Order Task [Rehearse] for each of the Labor Positions [CAMERAOPERATOR] and [PRODUCTIONMANAGER] , as shown in Figure 1.3.

29342ExportCost_C1_I3.png
Figure 1.3 Selected Tasks for each of the Labor Positions [CAMERAOPERATOR] and [PRODUCTIONMANAGER]

  1. Save and Exit the Order [ORD-1028].

  2. Login to R2 Labor application.

  3. Select Planning > search the Order [ORD-1028], as shown in Figure 1.4.

29324ExportCost_C1_I4.png
Figure 1.4 Select Planning in R2 Labor and Search the Order [ORD-1028] created in R2

  1. Click the Order [ORD-1028] link. The Order [ORD-1028] Scheduling window is displayed, as shown in Figure 1.5.

  2. Click the Resource importable button shown in Figure 1.5.

29342ExportCost_C1_I5.png
Figure 1.5  Order [ORD-1028] Scheduling window

  1. The Resource Search window is displayed as shown in Figure 1.6.

  2. Select a Resource [Peter] which does not have any company tagged and the Resource type is a Freelancer.

29342ExportCost_C1_I6.png
Figure 1.6 Select a Resource in the Resource Search window

  1. In the Labor line, select the Unit drop-down as Hourly, as shown in Figure 1.7.

29342ExportCost_C1_I7.png
Figure 1.7 Selecting Unit as Hourly in the Labor Line

  1. Change the Status of the Labor line to Confirmed, as shown in Figure 1.8.

29342ExportCost_C1_I8.png
Figure 1.8 Changing Labor line Status to Confirmed

  1. Select the Labor Planner importable button to add a Labor Planner [MANTRA UBS] for the order, as shown in Figure 1.9.

29342ExportCost_C1_I9.png
Figure 1.9 Select the Labor Planner for the Order

  1. Save and Exit the Order.

  2. In the R2 Labor welcome page, select the Timesheet tab and select the Create button, as shown in Figure 1.10.

29342ExportCost_C1_I10.png
Figure 1.10 Select the Create button to Create a Timesheet

  1. The Create Timesheet window is displayed.

  2. Select the Type [Job], Enter Time By [In and Out Time], and Job Name [ORD-1028], as shown in Figure 1.11.

29342ExportCost_C1_I11.png
Figure 1.11 Details within the Timesheet

  1. Enter the Hours for the Production Manager, as shown in Figure 1.12.

29342ExportCost_C1_I12.png
Figure 1.12 Enter the Hours for first Labor line [Production Manager]

  1. Enter the Hours for the Camera Operator, as shown in Figure 1.13.

29342ExportCost_C1_I13.png
Figure 1.13 Enter the Hours for second Labor line [Camera Operator]

  1. Enter the Expense [10$] for both the lines, as shown in Figure 1.14.

29342ExportCost_C1_I14.png
Figure 1.14 Add Expense for the Labor lines

  1. Select the Save button.

  2. Select the Send for Approval button > the Request for Approval window is displayed > enter the Message [Approved] > click the Send button as shown in Figure 1.15.

29342ExportCost_C1_I15.png
Figure 1.15 Sending Timesheet for Approval

  1. In the R2 Labor welcome page, search the Order [ORD-1028], as shown in Figure 1.16.

29342ExportCost_C1_I16.png
Figure 1.16 Search the Order [ORD-1028] in Welcome page

  1. Select and open the Order [ORD-1028], as shown in Figure 1.16.

  2. The View Timesheet window is displayed with the Labor Position lines in Pending Status.

  3. Select both the Labor Position lines and select the Approve All button, as shown in Figure 1.17.

29342ExportCost_C1_I17.png
Figure 1.17 Select the Labor lines and Select the Approve All button

  1. The Status of the Labor lines will be modified to Approved, as shown in Figure 1.18.

29342ExportCost_C1_I18.png
Figure 1.18 Change the Status of Labor line from Pending to Approved

  1. Save and Exit the Order [ORD-1028] in the R2 Labor application.

  2. Select the Reports module and generate the Rep_LaborTimesheetPayRollView Report.

  3. The Rep_LaborTimesheetPayRollView Report displays the Approved By [MANTRA UBS], Contract ID [ORD-1028], Labor Planner [MANTRA UBS], Order Description, Position [Production Manager], [Camera Operator], [AV Technical Operator], Rate [24143], Resource ID [CONT-070], Resource Name [Peter], and Schedule Date [11-08-2017].