MAINTAIN EMPLOYEE ALLOWANCES

Use this screen to set up and maintain allowance codes for specific employees. You can assign multiple allowances and rates on an employee-to-employee basis.

Initialize this screen after setting up allowance codes in the Allowances screen in Costpoint Labor.

Employee

Enter, or use Lookup to select, the employee ID to which this record applies. This is a required field. The non-editable field to the right will automatically display the employee name after you have entered the employee ID.

Table Window

Allowance

Enter, or use Lookup to select, the allowance code for this employee. This is a required field.

Allowance Description

This field automatically displays the allowance description after you have made an entry in the Allowance field.

Rate

Enter the amount or percentage for this allowance. This is a required field.

Effective Date

Enter the effective date for this allowance. If you do not enter a date, the allowance starts immediately. This is an optional field.

Through Date

Enter the date on which the allowance will stop. If you do not enter a date, the allowance continues indefinitely. This is an optional field.

Default Account

Enter, or use Lookup to select, the account to be charged for this allowance. This is an optional field.

Default Project

Enter, or use Lookup to select, the project to be charged for this allowance. This is an optional field.

Default Organization

Enter, or use Lookup to select, the organization to be charged for this allowance. This is an optional field.

W/H State

If you use Costpoint Payroll and the Multi State Withholding Taxes checkbox is selected in Pay Periods (People\Payroll\Payroll Controls), you must enter a withholding state for this allowance.

Ref 1

Enter, or use Lookup to select, the reference number 1 to be charged for this allowance. This is an optional field.

Ref 2

Enter, or use Lookup to select, the reference number 2 to be charged for this allowance. This is an optional field.

GLC

If applicable, enter, or use Lookup to select, the General Labor Category to be used for this allowance. This is an optional field.

PLC

If applicable, enter, or use Lookup to select, the Project Labor Category to be used for this allowance. This is an optional field.

Labor Location/Local

Enter, or use Lookup to select, the local to be used for this allowance. This is an optional field.

Note: This field will be entitled Local if you selected the Enable Union Functionality checkbox in the Labor Settings screen. If you did not select the Enable Union Functionality checkbox in the Labor Settings screen, this field will be entitled Labor Location.

Workers' Comp

Enter, or use Lookup to select, workers' comp code to be used for this allowance. This is an optional field.