This section includes the fields and descriptions for the Employee Categories tab.
Employee Category Island
| Field | Description |
|---|
| Employee Category
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In this field, you enter the number of the employee category. The number cannot be changed, when you have pressed Return.
In this field, you also enter the name of the employee category.
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| Transfer to People Planner
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If this field, is marked the employee category will be included in the scheduled import to People Planner. Setting the Transfer To People Planner field will only have an effect if the field is included in the relevant queries in the .I files on the web server.
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| Generic Resource
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Select this check box to set an employee as a budget planning resource. If selected, People Planner identifies the employee as a dummy employee. If deselected, the employee is identified as a real employee and, subsequently, impacts the People Planner license count. By default, this field is not selected.
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Export or Update Employee in Deltek CRM
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Use this action to export or update a specific employee from Maconomy, and create a background task to create or update the selected employee in Deltek CRM.
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| Field | Description |
|---|
| Company
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If you enter a company number in this field, all employees in the current category must belong to the specified company. If you do not enter a company number, employees from any company can be assigned to the current employee category.
This field also shows the name of the specified company.
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| Base Currency
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This field shows the base currency used in the company specified in the field “Company No.” above. Amounts entered in the island Price Information should be entered in this currency. If you do not enter a currency, Maconomy will automatically use the enterprise currency of the system.
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Price Information Island
| Field | Description |
|---|
| Time Unit for Prices
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In this field you can enter the time unit for the prices on the employee category.
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| Field | Description |
|---|
| Cost
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This is the sum of the base salary rate and the overhead rate. If you change this field directly and the overhead rate is zero, then the base salary rate will be updated to the same amount; otherwise, the overhead rate will be updated. This cost price will be used in cases where an employee category has been specified instead of a specific employee on a line in a job budget in the workspace Job Budgets. However, the cost price from the employee category is only used if you have selected one of the values “By Employee” or “Employee Priority” in the field “Hourly Rate” in the workspace System Information in the Set-Up module.
If you select the action “Calculate Average Prices,” the fields in this island are filled in with the average of the prices specified for the members of the current employee category converted into the base currency shown in the island Company. See the description of the action “Calculate Average Prices” for further information on this action.
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| Base Salary Rate
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This is the base salary rate per hour or day (depending on the time unit) for the employee category. If you change this field, Maconomy updates the Cost with the sum of this field and the overhead rate.
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| Overhead Rate
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This is the overhead cost rate per hour or day (depending on the time unit) allocated to the employee category. If you change this field, Maconomy will update the Cost with the sum of this field and the base salary rate.
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| Intercompany Price
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The value of this field is the intercompany price per hour or day (depending on the time unit). The functionality of this field is similar to that of the
Cost field.
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| Billing Price
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The value of this field is the billing price per hour or day (depending on the time unit). The functionality of this field is similar to that of the
Cost field.
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| Standard Billing Price
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The value of this field is the standard billing price per hour or day (depending on the time unit). The functionality of this field is similar to that of the
Cost field.
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| Job Price Group No.
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In this field, you can assign a job price group to the current employee category. If you specify an employee category but no specific employee on a job budget line, Maconomy automatically checks the field “Price Group, Empl.” on each line of the job price list assigned to the job, if any, to find the job price group number in this field and, in this way, to find the correct price. The number in this field is thus used instead of the job price group which can be defined for each single employee in those cases where a budget line contains an employee category but no employee number.
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Selection Criteria Island
| Field | Description |
|---|
| Show Lines
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In this field, you can mark whether the sub-tab should display information about the employees in the current employee category who meet the criteria specified in this island. If you do not mark the field, no lines are displayed in the sub-tab of this workspace.
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| Employee No.
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In these fields, you can enter a range of employee numbers. The sub-tab will only show employees in the current employee category with numbers within the specified range.
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| Company No.
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In these fields, you can enter a range of company numbers. The sub-tab will only display employees in the employee category who have been assigned to a company whose number is within the specified range.
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| Department
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The functionality of this field is similar to that of the field “Location.”
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| Employee Type
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The functionality of this field is similar to that of the field “Location.”
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Remarks Island
In these fields, you can assign remarks to the current employee category.
Access Level Island
| Field | Description |
|---|
| Access Level
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In this field, you can enter the name of an access level created in the workspace Access Levels in the Set-Up module. If you enter an access level, only users, who in the workspace User Access Levels have been given access to the level in question or a level above the specified level, can see and change information about the current employee category in this workspace.
Moreover, when entering information such as planning lines and job budget lines, a given user will only be able to enter employee categories with access levels to which the user himself has access. A user does not need access to the employee category to which a given employee is assigned to specify the employee on, for example, planning lines and job budget lines. Instead, when entering an employee number, Maconomy checks whether the user has access to the access level specified for the employee in question in the tab of the workspace Employees.
This field also shows the description of the specified access level.
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Membership Criteria Island
| Field | Description |
|---|
| Department
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The functionality of this field is similar to that of the field “Location.”
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| Employee Type
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The functionality of this field is similar to that of the field “Location.”
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Membership Criteria, Dimensions Island
| Field | Description |
|---|
| Location
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In this field, you can enter the name of a location. If you enter a location, only employees assigned to the location in question can be members of the employee category.
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| Entity
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The functionality of this field is similar to that of the field “Location.”
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| Project
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The functionality of this field is similar to that of the field “Location.”
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| Purpose
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The functionality of this field is similar to that of the field “Location.”
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| Specification 1-3
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The functionality of these fields is similar to that of the field “Location.”
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| Local Spec. 1-3
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The functionality of these fields is similar to that of the field “Location.”
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Copy Employee List Island
| Field | Description |
|---|
| Copy From Category
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In this field, you can enter an employee category number. When you select the action “Copy Employee List,” the employees in the specified category will be included in the copied employee category.
This field also shows the name of the specified employee category.
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User Island
See the Getting Started topic for a description of the fields in the island User.
Selection Criteria, Dimensions Island
| Field | Description |
|---|
| Location
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In these fields, you can enter a range of locations. The sub-tab will only display employees in the current employee category who in have been assigned to a location within the specified range.
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| Entity
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The functionality of this field is similar to that of the field “Location.”
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| Project
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The functionality of this field is similar to that of the field “Location.”
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| Purpose
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The functionality of this field is similar to that of the field “Location.”
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| Specification 1-3
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The functionality of these fields is similar to that of the field “Location.”
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| Local Spec. 1-3
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The functionality of these fields is similar to that of the field “Location.”
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