Setting the Default Project/Grant for a Task

Whether you are hiring a student or a casual hourly employee, you will need to set the default project/grant for the Task assigned to the employee. This is done on the Employee Summary page.

To set the project/grant for a task:

  1. Click on Employee Summary in the menu frame on the left to display the Employee Summary page.
  2. To display a single employee name:
    1. Enter the complete last name in the Full Last name, First name field, or the employee ID in the Emplid field.
    2. Click on the Search button to display the employee(s) with the specified name or ID.

      3. To display a list of employees select the department and team:

    3. Select a department from the Department list. This populates the teams in the Team list.

      4. Tip! If you need to select more than one department, press the Ctrl key while you click on each department, or click on the Select All option to select all the departments on your list. If you select all departments, all of the teams are also selected.

    4. In the Team list, select the team to which you have assigned the employee.

      5. Tip! If all teams were selected, and you don't want to list employees from all teams, you can deselect teams by pressing the Ctrl key while selecting the team to eliminate from the selection.

    5. Click on the Search button to display a list of employees in that team.
  3. Click on the PG (Set Up Accounts) button for the new employee. This displays the Setup Casual / Student Accounts page. Verify that you have selected the correct employee from the list by checking the header fields (Employee Name, EMPLID, Dept.#, Task Description, and Task ID).

    4. Tip! If you have selected the wrong employee from the list, click on Employee Summary in the menu and begin the search again.

  4. The default value in the Effective Date field is the hire date for a new employee task. If you are adding or changing project grants for an existing task, enter the effective date for the change in m/d/yyyy format, or select the correct date using the Calendar Date Picker button.

    5. Tip! It is recommended that you use the first day of a pay period as the effective date for project/grant changes and additions.

  5. In the first open field with a drop-down list arrow, select the desired project/grant from the drop-down list. If there are multiple project/grants already displayed, you may select one of the displayed project/grants, or if necessary, add a new one from the existing drop-down list.
  6. Click on the radio button next to the project/grant you want to use as the default for the employee.
  7. Click on the Save button to save the project/grant assignment. A message will be displayed indicating that the save has been successful.
  8. Click OK to complete the process. You will be returned to the Setup Casual / Student Accounts page, and can select your next function from the menu on the left.