Salary Information Tab
Use the fields on this tab to enter the effective date, labor rates, and the employment and labor status.
Contents
Field | Description |
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Effective Date |
This field displays the date on which a salary change becomes effective. The Manage Timesheets screen compares the timesheet date to the effective date entered here to determine which record in this table is used to calculate labor costs on the timesheet. The format for dates is MM/DD/YYYY. This field is required. When you enter a new salary record for an employee, Costpoint displays a message asking if you would like the Effective Date to update the review date on the HR Data tab. Click OK and enter the Effective Date on which the employee's new rate information becomes active. Costpoint updates the Last and Next Review Date fields based on this entry. If you use the Update Employee Salary Based on Review screen, Costpoint automatically creates a new line with the new effective date. |
End Date |
This non-editable field defaults to 12/31/2078 for the current line. When you enter a new line, Costpoint updates the end date for the previous line with the last day before the start date of the current line when you save the record. |
Work Hours In Year |
Enter the number of hours that this employee is expected to work this year. The amount entered in the Number of Work Hours in the Year on the Configure Labor Settings screen defaults into this field. When entering information for an employee, you can either accept the default or override the hours used for calculation. Alternatively, you can enter a zero on the Configure Labor Settings screen to allow entry on an employee-by-employee basis in this field. If you use the Update Employee Salary Based on Review screen, Costpoint automatically defaults the previously entered value for this field. |
Hourly Amount |
Enter the hourly rate of pay for this employee in this required field. You can enter up to four digits to the right of the decimal.
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Payroll Salary Amount |
Enter the employee's salary amount for the employee's pay period in this required field. This field is required for the Auto-Adjust feature on the Manage Timesheets screen.
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Annual Amount |
Enter the employee's annual amount of pay in this required field.
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Percent Of Increase |
Costpoint calculates the percentage of increase from the previous Hourly rate and the new Hourly rate. This is a non-editable field. The previous record's Hourly rate is always used. Consequently, if you are initializing history and enter records in out-of-date sequence, you cannot see the correct percentages until you save this record. If you use the Update Employee Salary Based on Review screen, Costpoint automatically defaults to the previously entered value for this field. |
Estimated Annual Hours |
Enter the estimated number of hours per year that this employee is expected to work. This is for informational purposes only, unless you are using the Use Standard Rates feature, as determined by your selection on the Configure Labor Settings screen. If you use the Update Employee Salary Based on Review screen, Costpoint automatically defaults to the previously entered value for this field. |
Standard Hourly Rate |
Costpoint calculates this non-editable field by dividing the employee's Annual rate amount by the employee's Estimated Annual Hours. Costpoint recalculates the rate automatically if the Estimated Annual Hours field is greater than zero and the Annual rate changes. The effective rate is used on the timesheet only if you have enabled the Use Standard Rates feature. If you use the Update Employee Salary Based on Review screen, Costpoint automatically defaults to the previously entered value for this field. |
Employee Class |
Enter, or click to select, the employee's class code. Establish employee classes on the Manage Employee Class Codes screen. This is an optional field. If you use the Update Employee Salary Based on Review screen, Costpoint automatically defaults the previously entered value for this field. |
Employee Type |
From the drop-down list, select the employee type. Valid options are:
Normally, part time and temporary employees have the FLSA Exempt checkbox cleared (non-exempt). This is a required field. If you use the Update Employee Salary Based on Review screen, Costpoint automatically defaults to the previously entered value for this field. Note:
If you enter an employee Class code, this field populates with the associated Employee Type defined on the Manage Employee Class Codes screen. |
Field | Description | ||||||
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Rate Type |
From the drop-down list, select the employee classification of the employee. Valid options are:
If you use the Update Employee Salary Based on Review screen, Costpoint automatically defaults to the previously entered value for this field. Note:
If you enter an employee Class code, this field populates with the associated hourly/salary status defined on the Manage Employee Class Codes screen. |
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FLSA Exempt |
If you want an employee's job duties to determine an employee’s eligibility for FLSA exemption, make the appropriate selection from the Job Duties Qualify for FLSA Exemption drop-down list on the Manage Detail Job Titles screen. If you want the employee's eligibility for FLSA exemption to be determined by salary, set the Annual Exemption Basis option on the Corporate Labor Settings subtask of the Configure Labor Settings screen. If you use the Update Employee Salary Based on Review screen, Costpoint automatically defaults to the previously entered value for these options. Note:
If you enter an Employee Class code, these options populate with the associated FLSA Exempt status defined on the Manage Employee Class Codes screen. |
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Exempt |
Select this option if the employee is exempt from the Fair Labor Standards Act (FLSA). Employees with a Rate Type classification of Hourly or Salaried Fluctuating Hours are usually non-exempt. Employees whose job duties, salary, and rate type meet the eligibility requirements for FLSA exemption should be flagged as FLSA exempt. |
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Non-Exempt |
If the employee is entitled to overtime payments, do not select this option. |
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Seasonal Employee |
Select this checkbox if the employee is a seasonal worker. Tracking of seasonal employees may be required in the state(s) to which you report quarterly SUTA (State Unemployment Tax Authority) tax data. |
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Variable Hours Employee |
Select this checkbox if the employee schedule cannot be definitively known in advance as of the date of hire. |
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Detail Job Title |
Enter, or click to select, the detail job title code for this employee. This required field is validated against the Detail Job Title table. If you are not using Costpoint Human Resources, this field is not available. If you use the Update Employee Salary Based on Review screen, Costpoint automatically defaults to the previously entered value for this field. The description of the detail job title you specify displays in the field to the right. |
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Corporate Officer |
Select this checkbox if the employee is a corporate officer. After you populate the Detail Job Title field, this checkbox defaults with the setting from the Detail Job Titles screen and can be changed for each individual employee. |
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Manager |
Enter, or click to select, the employee ID of this employee's manager. If you are licensed for Costpoint Human Resources, Costpoint validates this field against the Managers\HR Rep by Org table in Costpoint Personnel. If you are not licensed for Costpoint Human Resources, Costpoint validates this field against the Employee table. This is a required field. This field allows you to enter/select managers from other companies if Allow HR Org Manager/Rep from Other Companies checkbox is selected on Configure System Settings screen. |
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Manager Name | This field displays the name of the manager displays in this field. | ||||||
Supervisor |
Enter, or click , to select the employee ID of the employee’s supervisor. If you are not licensed for Costpoint HR, the Lookup results will display all employee IDs. If you are licensed for Costpoint HR, the following applies:
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Supervisor Name | This field displays the name of the employee’s supervisor. | ||||||
Labor Group/Union |
Enter, or click to select, the labor group or union to which this employee belongs. The labor group/union entered in this field displays as the default in the Timesheet header. If you use the Update Employee Salary Based on Review screen, Costpoint automatically defaults to the previously entered value for this field. The label for this field depends on whether or not the Enable Union Functionality checkbox is selected on the Configure Labor Settings screen:
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Labor Location/Local |
Enter, or click to select, the code for the labor location or union local to which the employee belongs. If you are licensed for Costpoint Human Resources and have linked the labor location to an affirmative action plan (on the Assign Labor Locations subtask of the Manage Affirmative Action Plans screen), this employee is automatically assigned to that plan. When you populate this field, the Affirmative Action Plan code (on the HR Info tab) defaults based on the settings on the Assign Labor Locations subtask. If you use the Update Employee Salary Based on Review screen, Costpoint automatically defaults to the previously entered value for this field. This is an optional field. The label for this field depends on whether or not the Enable Union Functionality checkbox is selected on the Configure Labor Settings screen:
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GLC |
Enter, or click to select, the General Labor Category (GLC) to which this employee is normally assigned. This required field is for informational purposes only. Enter the default GLC for timesheet entry on the Default tab of the Manage Employee Information screen. If you use the Update Employee Salary Based on Review screen, Costpoint automatically creates a new line and defaults to the previous line's value for this field. |
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PLC |
Enter, or click to select, the Project Labor Category (PLC) to which this employee is normally assigned. This is an optional field. It is used as a PLC level of default during timesheet entry. During timesheet entry, if no PLC default value is found on the Manage Employee Project Timesheet Defaults, the Manage Employee Proj-Acct-Grp Timesheet Defaults, the Manage Labor-Group Proj-Acct-Group Timesheet Defaults, the Manage Project Timesheet Defaults, or on the Assign PLC to Employee Work Force subtask of the Manage Employee Work Force screen, the PLC entered here defaults on the timesheet line. |
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Overtime State |
Enter, or click to select, the state in which overtime is applicable for this employee. |
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Home Organization |
Enter, or click to select, the organization to which this employee is normally assigned. Costpoint validates this organization against the organizations established on the Manage Organization Elements screen. This required field is not used as a default for timesheet entry; it is for informational and report-sorting purposes. You enter the default organization for timesheet entry on the Default tab of the Manage Employee Information screen. If you use the Update Employee Salary Based on Review screen, Costpoint automatically defaults to the previously entered value for this field. |
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Security Organization |
Enter, or click to select, the security organization to which this employee is assigned. This field is required. When you specify an organization in the Home Org field, that organization displays by default in this editable field. Costpoint validates the organization against the Organization table. |
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HR Organization |
Enter, or click to select, the HR organization to which this employee is assigned. This field is optional and only available if your company is licensed for HR (Human Resources). The lookup results in this field come from the records on the Manage Managers/HR Reps by HR Organization screen from all companies provided that the HR organization is active. By default, the manager assigned to the HR Organization displays in the Manager field, if you select By HR Organization in the Manager/HR Representative Defaults group box on the Configure Personnel Settings screen. Costpoint validates this organization against the Managers/HR Reps by HR Org table. |
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Personnel Actions 1-3 |
Enter, or click to select, up to three personnel action codes for the record you are entering. These codes are validated against the Personnel Action table. If you use the Update Employee Salary Based on Review screen, Costpoint automatically defaults the previously entered value for these fields. The description of the personnel action displays in the fields on the right. |
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If you are not using Costpoint Human Resources, these fields are not available. | |||||||
Requisition Number | This field displays the requisition number that applies to the employee. This field is disabled and it is only visible if you have a Deltek Talent Management license. The Transfer Talent Management Data screen populates this field. | ||||||
Reference 1 |
If you are using reference numbers, enter, or click to select, the reference number 1. |
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Reference 2 |
If you are using reference numbers, enter, or click to select, the reference number 2. |
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Time Collection |
Enter the Time Collection timesheet schedule value to be exported via the Export Data to Deltek Time & Expense screen. Timesheet schedules provide the starting and ending dates for timesheets and provide the scope of a specific period. In Deltek Time Collection, timesheets are signed and approved according to the timesheet schedules (such as weekly or monthly). If you are not licensed for Costpoint Electronic Timesheet, Costpoint Time Collection, or Deltek Time & Expense — or if you select None as the setting for the Version option on the Corporate Labor Settings subtask of the Configure Labor Settings screen — this field is disabled. |
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Work Schedule |
Enter, or click to select, a work schedule to assign to this employee. This work schedule takes precedence over the work schedule assigned to your company in the Configure Labor Settings screen. |
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Rate Group |
Enter, or click to select, the rate group code to be used for this employee’s timesheet transactions. These rate groups identify the source of exchange rate data. Create and maintain the rate group codes on the Manage Exchange Rate Groups screen. The field on the right displays the rate group name. This field displays only if the Enable Multi-Currency Functionality checkbox is selected in the Configure Labor Settings screen. |
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Currency |
Enter, or click to select, one of the currency codes that appear in the Transaction Currencies table. This currency serves as the currency for the employee’s labor and leave transactions. If you select no default timesheet currency for this employee, the default for this employee’s timesheet comes from the Configure Multicurrency Settings screen. The field on the right displays the currency name for the timesheet currency. This field displays only if the Enable Multi-Currency Functionality checkbox is selected in the Configure Labor Settings screen. |