Employee Rates

Use the Employee Rates function to define the billing and cost rates for your employees. The system uses these rates when you enter time tickets for the employee to determine income and cost amounts. You can assign as many rates to an individual employee as you need.

If Project Costing interfaces with Payroll, the system accesses employee and earning code information from the Payroll Employees file. If Project Costing does not interface with Payroll (or if Payroll is not installed), the system accesses employee information from the System Manager Employee file. Before you can use the Employee Rates function, you should enter employee information into either the Payroll Employee Information function or the System Manager Employees function. See online help for these applications for more information.

Creating an Employee Rate

  1. Click the New button, on the toolbar, to assign billing and cost rates for employees.
  2. Select an employee ID from the Employee ID field.
  3. Select a rate code for the employee from the Rate Code field.
  4. Enter the rate at which you charge for the employee's time in the Employee Rate field.
  5. Enter the rate at which you pay the employee in the Cost field.
  6. Select a Payroll Earning Code to apply to the employee rate from the Earning Code field.
  7. Select the Default Rate check box, if applicable, to use the rate as the default rate for the employee when entering time tickets.
    Note: If you clear this check box, the system uses the rate you entered for the project on the Project's General tab instead when you enter time tickets.
  8. Click the Save button, on the toolbar, to save the new batch code.

Editing an Employee Rate

  1. Select an employee ID to edit from the Employee ID field.
  2. Edit the fields as necessary.
  3. Click the Save button, on the toolbar, to save any changes made to the employee rate.

Deleting an Employee Rate

  1. Select an employee rate to delete from the Employee ID field.
  2. Click the Delete button, on the toolbar, to delete the selected employee rate.
  3. Click Yes at the "Are you sure you want to delete selected record(s)?" prompt.