When setting up Timesheets and Labor Cost Optimization objects, understand their purpose and the best practices.
Required Editions
| Available in: Lightning Experience |
| Available in: All editions of Field Service Plus for Energy and Utilities, and all editions of Asset Service Lifecycle Management |
You must turn on Field Service to access these objects. See Set Up Field Service.
| Entity Name | Purpose and Best Practices | Required Setup/License |
|---|---|---|
| Time Sheet |
Represents a schedule of a service resource's time in Field Service or Workforce Engagement. It's the time invested on work in 1 day (12:00 am - 11:59 pm). Time Sheet is an input object that the technician creates in the mobile app. A technician can input a Vehicle/Vehicle Definition for the entire day's time sheet, which propagates to Time Sheet Entries. |
Set Up Field Service |
| Time Sheet Entry |
Represents a span of time that a service resource spends on a field service task. The main purpose of the Time Sheet Entry is to classify by the category picklist (for more details see Table 3). Two ways to change a category are manual entry upon Time Sheet Entry creation or Geolocation-Based Actions. Time Sheet Entry is an input object that technicians create in the mobile app. Time Sheet Entry associates time breakdown with Work Order/Work Order Line Item. Time Sheet Entry can be associated with a Job Expense Type (job code) and Cost Center from a financial management system. Time Sheet Entry inherits information from the Vehicle/Vehicle Definition if specified in Time Sheet. |
Set Up Field Service |
| Time Sheet Entry Item |
Represents the details of the time sheet entry that is used by an Enterprise Asset Management system to pay the field service worker according to labor laws and company policy. Time Sheet Entry Item is an output object derived from Time Sheet Entries by using Business Rules Engine. Time Sheet Entry Item breaks down Time Sheet Entry by pay type if it changes (pay type maps to Pay Code in external systems). Use Time Sheet Entry Item to pay field service worker according to labor laws and company policy through the financial management system. |
LaborCostOptimizationPsl |
| Cost Center |
Represents the actual expenses that are compared against the available budget. Cost Center is maintained in the financial management system and serves to easily map to that system. |
LaborCostOptimizationPsl |
| Vehicle Definition | Represents information about a typical vehicle model. |
LaborCostOptimizationPsl |
| Vehicle | Represents information about a specific vehicle. |
LaborCostOptimizationPsl |
| Time Sheet Wage Type Summary |
Represents a summary of the type of wages earned by a field service resource. Time Sheet Wage Type Summary is an output record from Timesheet, generated using Business Rules Engine and flows. Time Sheet Wage Type Summary is displayed in the mobile app with approved time summary for technicians (regular, time and a half, double time) Note: DoubleTimeHours, RegularTimeHours, TimeandHalfHours are Double data type fields that can store decimal numbers. |
LaborCostOptimizationPsl |
| Time Sheet Validation Error |
Represents validation errors in time sheets and time sheet entries based on the rules defined by the admin. The validation errors support the supervisor while approving time sheets and ensure that labor union rules are followed Time sheet validation errors are displayed in the desktop timesheet supervisor view and as a related list on timesheet objects. |
LaborCostOptimizationPsl |
| Work Type |
Represents a type of work to be performed in Field Service and Lightning Scheduler. Work types are templates that can be applied to work order or work order line items. Time Sheet Entry's Job Expense Type and Cost Center can be inferred from Work Type, Work Order, or Work Order Line Item's Job Expense Type and Cost Center. |
Set up Field Service |
| Work Order |
Represents field service work to be performed for a customer. Time Sheet Entry's Job Expense Type and Cost Center can be inferred from Work Type,Work Order, or Work Order Line Item's Job Expense Type and Cost Center. |
Set up Field Service |
| Work Order Line Item |
Represents a subtask on a work order in field service. Time Sheet Entry's Job Expense Type and Cost Center can be inferred from Work Type/Work Order Line Item's Job Expense Type and Cost Center |
Set up Field Service |
| Service Crew Member |
Represents a technician service resource that belongs to a service crew. It's the junction object between Service Resource and Crew. Designate the crew leader by using the ServiceCrewMember.isLeader boolean. |
Set up Field Service |
| Service Resource |
Represents a service technician or service crew in Field Service and Salesforce Scheduler, or an agent in Workforce Engagement. Designate Pay Grade on Service Resource for accurate time sheet rule validation. |
Set up Field Service |
| Service Resource Cost Rule |
Represents the rules that validate the time based on labor union laws and local regulations. Service Resource Cost Rules are also used to calculate the value of a meal or equivalent gifts awarded to the field service worker. Stores the Business Rules Engine expression for calculating time sheet error/meals/gifts in the Rule field. Business Rules Engine logic is derived from labor union agreements. Every Service Resource Cost Rule is associated with a Labor Union. ApexClass field represents a custom Apex class that can serve as a rule to validate timesheets or provide input to an expression set defined in the Rule field |
LaborCostOptimizationPsl |
| Job Expense Type |
Represents a unique expense type associated with a standard job in an organization, which is used to measure the job costs and budget. Job Expense Type maps the job code in the financial management system to the Time Sheet Entry |
LaborCostOptimizationPsl |
| Overtime Type |
Represents the overtime type code used to categorize overtime labor costs in the Enterprise Resource Planning system. Overtime Type maps the overtime code in the financial management system to the Time Sheet Entry. Use Overtime Type for l.abor cost optimization downstream |
LaborCostOptimizationPsl |
| Overtime Approver | Represents a person who approves overtime hours. |
LaborCostOptimizationPsl |
| Pay Type |
Represents the type of pay provided to the field service worker that determines the hourly rate based on a labor agreement. Pay Type maps the pay code in the financial management system to the Time Sheet Entry Item. |
LaborCostOptimizationPsl |
| Pay Grade |
Represents a range of positions that require sufficiently similar responsibilities and competencies, and are associated with a common pay band. Pay Grade maps the Wage Classification in the financial management system to the Time Sheet. |
LaborCostOptimizationPsl |
| Supplemental Compensation |
Represents the meals or equivalent gifts awarded to the field service worker according to the labor laws and company policies. This value is derived from Time Sheet and Time Sheet Entry by using Business Rules Engine logic based on labor laws, labor union agreement stored in Service Resource Cost Rule. You can also manually enter values in Supplemental Compensation. |
LaborCostOptimizationPsl |
| Labor Union | Represents the labor union organization that field technician is associated with. This association decides the wage classification, pay type, overtime code, supplemental compensation, and wage calculation rules. |
LaborCostOptimizationPsl |
| User | Represents a user in your organization. | Set up Field Service |