to select, the employee ID. The employee
ID must be active in the Basic Employee Info screen in Costpoint Employee.Use this subtask to enter labor information for employees for the line selected on the Enter JEs screen. This information is posted to the Labor Summary table as if it had been entered through a timesheet.
This subtask is especially useful for mass entry of labor adjustments, such as account or labor category corrections. Any such labor adjustments done through journal entries should have no effect on payroll calculations; the net effect of the corrections should be zero. In addition, only the PLC (Project Labor Category) and GLC (General Labor Category) defaults from the Employee table are recognized by this subtask. Although it is generally best to make timesheet corrections in Enter Timesheets, you can use this subtask to post labor-related journal entries to ensure that the Labor Summary table is properly updated.
Accounting
General Ledger
Journal Entries (JEs)
Enter JEs
Empl Labor button
These non-editable fields display information from the Enter JEs screen for the journal entry line for which you are entering employee labor information.
To begin entering data in this screen, select one of the following actions:
Click New Line (on the toolbar).
Click Line » New.
Press CTRL+N.
To start additional new lines, you can use any of these actions or tab to the end of the line. When you start a line, Costpoint increments the Sub Line numbering. You cannot change the numbering.
Enter, or use to select, the employee ID. The employee
ID must be active in the Basic Employee Info screen in Costpoint Employee.
Enter the General Labor Category to be charged by the employee. This GLC must be a valid category in the General Labor Category table in Costpoint Labor.
Enter the Project Labor Category to be charged by the employee. This PLC must be a valid entry in the Set Up Project Labor Categories (PLC) screen in Costpoint Project Setup. The validation of this field depends on the project entered in the table window of the Enter JEs screen, as well as the PLC entered in this column.
Enter the hours to be charged for the employee.
Enter the labor cost, expressed in terms of your company's transaction currency, to be charged for the employee.
This non-editable field expresses the journal entry amount in your company's functional currency.
Enter the effective bill date (timesheet date) for the employee.
GLC — Costpoint checks the General Labor Category table to make sure the GLC entered on this line is valid.
PLC — Costpoint reads the Basic Info screen in Costpoint Project Setup to see if the Project Work Force Required option is selected for the project entered on the voucher line. Costpoint performs the following validations:
If the work force is required, or if a work force has been entered, Costpoint checks the Project Employee Work Force screen in Costpoint Project Setup to determine if this employee exists in the work force. Next, Costpoint checks the Assign PLC to Employee Work Force screen to make sure the PLC is valid for this employee work force. If the work force is not required, Costpoint proceeds to the next level of validation.
If a project work force does not exist or if it is not required, Costpoint looks at the Assign PLCs to Projects screen in Costpoint Project Setup to determine whether the project entered on the voucher line has PLCs assigned to it. If the project exists in the screen but the PLC is not assigned to that project, the entry is rejected. If both the project on the voucher line and the PLC entered exist in the Assign PLCs to Projects screen, the entry is accepted. If neither the project nor the PLC is found in the Assign PLC to Projects screen, Costpoint proceeds to the next level of validation.
The final level of validation for the PLC takes place in the Set Up Project Labor Categories (PLC) screen in Costpoint Project Setup. If the PLC does not exist in this screen and has not been met by any prior validations, the PLC is rejected.
The following is a list of possible defaults that display when you enter a new line in the table window, or leave a field or column in this subtask. The defaults in the Employee Labor subtask work in the same way and in the same order that they do in the Enter Timesheets screen in Costpoint Labor. The fields available for default are GLC and PLC.
Level 1: Work Force Defaults — If the project from the Enter JEs screen requires a work force, the default is from the Defaults column in the Assign PLC to Employee Work Force screen (in Costpoint Project Setup) that indicates which PLC should be used as a default for a specific employee. If the employee is not located in this screen, Costpoint displays an error message.
Level 2: Employee Project Timesheet Defaults — If you enter a row for the employee in this subtask and the project exists in the Employee Project TS Defaults screen in Costpoint Labor, the GLC and PLC values default into this subtask. This default is used if no prior defaults exist.
Level 3: Employee Project-Account-Group Timesheet Defaults — If the employee for the line selected in the Enter JEs screen is set up in the Employee Project-Acct-Grp TS Defaults screen in Costpoint Labor, the GLC and PLC values default into this subtask line. The Employee Project-Acct-Grp TS Defaults screen is used to set up defaults for a timesheet line based on projects for a specific employee. This level of default is only used if prior levels are not used.
Level 4: Link GLC to Project PLC — If the Link GLC to Project PLC screen in Costpoint Project Setup is set up for the project and GLC, the related PLC defaults into this subtask. The Link GLC to Project PLC screen provides the linkage between the GLC and PLC for a specific project. The PLC must already be assigned to a project in the Assign PLC to Projects screen before it can be linked. This level of defaults is used only if prior levels are not used.
Level 5: Project Timesheet Defaults — If the project displayed in this subtask exists in the Project TS Defaults screen in Costpoint Labor, the PLC and GLC default into this subtask. However, if the GLC is found but the PLC is not, then Costpoint tries to retrieve the PLC from the General Labor Categories screen in Costpoint Labor. The Project TS Defaults screen is used to set up defaults for a timesheet line based on a project.
Level 6: Basic Employee Info — If the employee entered in this subtask has an existing record in the Basic Employee Info screen, then the GLC and PLC information default in. The Basic Employee Info screen is used to set up basic information about the employees being processed in Costpoint Employee. This default is used only if prior levels are not used.
Level 7: Salary Info and History — If no prior defaults are found, the GLC for the employee entered in this subtask (Employee Labor) defaults in from the Salary Info and History screen in Costpoint Employee. In order to achieve this level of default, Costpoint attempts to match the subperiod entered in the Enter JEs screen to the nearest preceding effective date entered in the Salary Info and History screen. For example, if the subperiod entered on the JE is 3/15/2008, the entry in Salary Info and History closest to, but not later than, 3/15/2008 is used to provide the GLC default. Entries later than 3/15/2008 are not considered.
Level 8: General Labor Categories — When you enter a GLC and tab out of the column, the PLC linked to it in the General Labor Categories screen defaults into this subtask. The General Labor Categories screen is used to establish the GLC codes and related descriptions.