When coding defaults change from the original values setup in Start+, you can update them in Hours+ to a new set of default codes.
This avoids having to update coding every week for a crew member’s timecard.
This article shows you how to perform this task in both Classic and New experiences.
Steps for Classic Experience
Watch Video:
To manage and update default coding, open the desired timecard on the Weekly Timecard Screen in Hours+ and click the View Deal Memos button:
This will open a drawer with the details of the deal memo coding:
Tip: If the crew member has multiple deals, click the down arrow to the right of the occupation to view them. You can use this to switch the deal memo on the timecard for the crew member, and/or to make default coding changes to a deal memo: |
To make edits to the coding, click the Edit button in the “Account Defaults” section:
Make your desired changes to the Account Defaults, and then click Save:
Lastly, to finalize your changes to the current timecard, click Apply Changes:
You’ll receive a confirmation notification that the timecard has been updated:
Steps for New Experience
Watch Video:
To manage and update default coding, open the desired timecard on the Weekly Timecard Screen in Hours+ and click the View Deal Memos button:
This will open a drawer with the details of the deal memo coding:
Tip: If the crew member has multiple deals, click the down arrow to the right of the occupation to view them. You can use this to switch the deal memo on the timecard for the crew member, and/or to make default coding changes to a deal memo: |
To make edits to the coding, click the Edit button in the “Account Defaults” section:
Make your desired changes to the Account Defaults, and then click Save:
Lastly, to finalize your changes to the current timecard, click Apply Changes: