Managing Task and Expense Codes

Objective

After completing this lesson, you will be able to associate Task and Expense Codes to a contingent worker in SAP Fieldglass.

Task and Expense Codes

Expense codes and task codes are used to categorize entries on expense and time sheets so that those costs can be allocated appropriately.

The Cost Allocations tab of a worker record displaying a list of task codes and expense codes that have been assigned to the worker. Both the task code list and the expense code list include a link to add more of each if required.

Task codes allow workers to break down their time sheets according to specific tasks or job duties.

Expense codes are used for tracking any expenses a worker incurs while on the job, such as travel or equipment costs.

After a work order is created, tasks and expenses may require completion if the buyer has configured them to be part of the onboarding and activation process. These elements may require review by the buyer, manual completion of a check in the application, or other activation and submission steps as defined in their setup.

It is a best practice to review associated task codes and expense codes and confirm that there is at least one task code assigned to the worker upon activation, to avoid any issues in them being able to submit their working hours for approval.

Associate and Manage Task and Expense Codes

Melanie, the manager of the finance department at WorkingNet Networking, Inc., a global manufacturer of data networking equipment, created a job posting to procure an accounting clerk for a six-month period at their Atlanta office. The job posting she created was approved, Gabriel was chosen as the accounting clerk, and a work order was created to procure him.

Mateo, from WorkingNet's Program Office, needs to ensure that Gabriel has adequate associations to the task and expense codes relevant to his assignment with WorkingNet. Follow along as he verified those details.

ExerciseStart Exercise

Summary

Task and expense code are used to categorize and track time and expenses, ensuring appropriate cost allocation.

Key Points:

Task Codes: Used for categorizing time sheets by specific tasks or job duties.
Expense Codes: Track expenses like travel or equipment costs incurred on the job.
Work Order Requirements: Tasks and expenses may need completion post-work order creation, based on buyer configuration.
Review and Assignment: Best practice is to review task and expense codes, ensuring at least one task code is assigned to avoid submission issue

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