Delete all Timesheet Special Categories for an Employee Group

You can delete all timesheet special categories from a single employee group.

When you delete a timesheet special category, the category is removed from all unposted timesheets. However, any time charged to the special category still appears on user timesheets.

Prerequisites: Before you delete a special category, be sure to post all timesheets containing time charged to the category being deleted.

To delete all timesheet special categories for an employee group, complete the following steps:

  1. From the Vision Navigation menu, click Configuration > Time & Expense > Timesheet Categories.
  2. In the Search field on the Timesheet Special Categories form, select one of the following actions:
    Option Description
    To use the lookup Click and then select the employee group on the lookup.
    To use Quick Find In the Search field, enter all or part of the employee group name and press ENTER.
    The only employee groups available for selection are those groups in the active company for which you have already set up special categories. When you select a group, Vision displays the associated special categories in the grid on the Timesheet Special Categories form.
  3. On the toolbar of the form, click Delete Group Categories.

    Vision prompts you to confirm the deletion.

  4. Click OK on the Confirm Delete dialog box.

    Vision deletes all timesheet special categories for the selected group. (Vision does not delete the employee group.)

  5. Click Save.
Parent Topic: How to Set Up Timesheet Special Categories