) icon to select, the
employee ID for the employee to be updated. The field to the right will
display the employee's name.Use this screen to set up salary and salary-related information about employees. You must have already set up an employee in the Maintain Employee Master main screen (People » Employee » Basic Employee Setup) (or the Basic Employee Info screen (People » Employee » Basic » Employee Setup)) before adding him here. This screen serves the same function as the Salary Info and History subtask of the Maintain Employee Master screen.
If you use the Update Employee Salary Based on Review screen (People » Employee » Employee Performance Reviews), the system will automatically create a new line for the updated fields.
Initialize this screen after entering employees in the Maintain Employee Master main screen or the Basic Employee Info screen and before entering timesheets for the newly added employees. If you are using Costpoint Payroll, you should also complete the Employee Taxes screen (People » Employee » Employee Payroll Setup) before initializing this screen.
Enter, or use the binoculars () icon to select, the
employee ID for the employee to be updated. The field to the right will
display the employee's name.
This field displays the date on which a salary change becomes effective. The Enter Timesheets screen (People » Labor » Timesheets) compares the timesheet date to the effective date entered here to determine which record in this table should be used to calculate labor costs on the timesheet. The system format for dates is "MM/DD/YYYY." This field is required.
When you enter a new salary record for an employee, the system will display a message asking if you would like the Effective Date to update the review date in the HR Data subtask of the Basic Employee Info screen (People » Employee » Basic » Employee Setup) or the Maintain Employee Master screen (People » Employee » Basic Employee Setup). Select OK and enter the Effective Date on which the employee's new rate information will become active. The Last and Next review date fields will be updated based on this entry.
If you use the Update Employee Salary Based on Review screen (People » Employee » Employee Performance Reviews), the system automatically creates a new line with the new effective date.
This non-editable field defaults to "12/31/2078" for the current line. When you enter a new line, the end date for the previous line will be updated with the last day before the start date of the current line when you save the record.
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 in the Labor Settings screen (People » Labor » Labor Controls) will default into this field. When entering information for an employee, you can either accept the default or override the hours used for calculation. You can also enter a zero (in the Labor Settings screen) to allow entry on an employee-by-employee basis in this field. This is a required field.
If you use the Update Employee Salary Based on Review screen (People » Employee » Employee Performance Reviews), the system automatically defaults the previously entered value for this field.
Enter the hourly rate of pay for this employee in this required field. Up to four numbers to the right of the decimal are allowed.
If you enter the Hourly rate, the Payroll Salary rate and Annual rate amounts will be automatically calculated and displayed. If you assigned the employee to a Pay Cycle in the Employee Taxes screen (People » Employee » Employee Payroll Setup), the Payroll Salary and Annual rates will be based on the payroll frequency. If you do not assign a Pay Cycle to the employee in the Employee Taxes screen, the Payroll Salary and Annual rates will be based on the Frequency and Default Auto-Adjust Percentage of the timesheet cycle established in the Timesheet Periods screen (People » Labor » Labor Controls) and assigned to the employee.
If you change the existing Hourly rate, the system will display a message asking if you want Costpoint to recalculate the Payroll Salary and Annual amounts. If you are licensed for Costpoint Human Resources and leave this field (and the Payroll Salary and Annual fields) blank, you can have these fields automatically calculated based upon the detail job title, compensation plan, and rating that you enter.
If you use the Update Employee Salary Based on Review screen (People » Employee » Employee Performance Reviews), the Salary Info and History screen automatically defaults the previously entered value for this field.
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 in the Enter Timesheets screen (People » Labor » Timesheets).
If you enter a new amount in the Payroll Salary field, the Hourly and Annual amounts are automatically calculated and displayed. However, if you make any changes to the existing Payroll Salary rate, the system will display a message asking if you want Costpoint to recalculate the Hourly and Annual amounts.
If you use the Update Employee Salary Based on Review screen (People » Employee » Employee Performance Reviews), the Salary Info and History screen automatically defaults the previously entered value for this field.
Enter the employee's annual amount of pay in this required field.
If you enter a new amount in the Annual rate field, the Hourly rate and Payroll Salary rate amounts are automatically calculated and displayed. However, if you make any changes to the existing Annual rate field, the system will display a message asking if you want Costpoint to recalculate the Hourly and Payroll Salary amounts.
If you use the Update Employee Salary Based on Review screen (People » Employee » Employee Performance Reviews), the system automatically defaults the previously entered value for this field.
The system calculates the percentage of increase from the previous Hourly rate and the new Hourly rate. The previous record's Hourly rate is always used; consequently, if you are initializing history and enter records in out-of-date sequence, you will not see the correct percentages until you save this record. If you use the Update Employee Salary Based on Review screen (People » Employee » Employee Performance Reviews), the system automatically defaults the previously entered value for this field. This is a non-editable field.
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 Standard Rate feature, as determined by your selection in the Labor Settings screen (People » Labor » Labor Controls). If you use the Update Employee Salary Based on Review screen (People » Employee » Employee Performance Reviews), the system automatically defaults the previously entered value for this field.
The system calculates this non-editable field by dividing the employee's Annual rate amount by the employee's Estimated Annual Hours. The system performs this calculation 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 Standard Rate feature. If you use the Update Employee Salary Based on Review screen (People » Employee » Employee Performance Reviews), the system automatically defaults the previously entered value for this field.
Enter, or use to select, the employee's class code.
This is an optional field.
If you use the Update Employee Salary Based on Review screen (People » Employee » Employee Performance Reviews), the system automatically defaults the previously entered value for this field.
Enter "R" to designate the employee as a "Regular" employee, "P" to designate the employee as a "Part-time" employee, or "T" to designate the employee as a "Temporary" employee. Normally, part-time and temporary employees have an FLSA Exempt status of "N" (non-exempt). This is a required field. If you use the Update Employee Salary Based on Review screen (People » Employee » Employee Performance Reviews), the system automatically defaults the previously entered value for this field.
Enter the classification of the employee by using one of the following three system-defined codes. This is a required field.
"H" (Hourly) - The employee is paid on an hourly basis. The employee's labor cost will always reflect the number of hours worked times the hourly rate of pay. Hourly employees can charge overtime pay types and the labor costs will reflect this.
"S" (Salary Fixed) - The employee is paid the same amount each pay period, regardless of the number of hours worked. Employees in this category cannot charge overtime pay types unless you selected the Allow Overtime for Salaried Employees check box in the Overtime Settings screen (People » Labor » Overtime Controls) and the pay type being charged has the OK for Salaried Employees check box selected in the Pay Types screen (People » Labor » Labor Controls).
"F" (Salary Fluctuating Hours) - The employee is paid a salary, but the number of hours worked in a week fluctuates; the salary amount is affected by the number of hours worked. If the employee is not exempt from FLSA, overtime is paid for hours worked in excess of 40 hours per week, at one and one-half the basic rate.
If you use the Update Employee Salary Based on Review screen (People » Employee » Employee Performance Reviews), the system automatically defaults the previously entered value for this field.
Select this check box if the employee is exempt from the Fair Labor Standards Act (FLSA). If the employee is entitled to overtime payments, do not select this check box. Employees with an Hourly/Salary status of "H" (Hourly) and "F" (Salary 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.
If you want an employee's job duties to determine an employee’s eligibility for FLSA exemption, make the appropriate selection in the Job Duties Qualify for FLSA Exemption drop-down list in the Detail Job Titles screen (People » Compensation » Job Titles). If you wish the employee's eligibility for FLSA exemption to be determined by salary, set the Annual Exemption Basis in the Labor Settings screen (People » Labor » Labor Controls).
If you use the Update Employee Salary Based on Review screen (People » Employee » Employee Performance Reviews), the system automatically defaults the previously entered value for this field.
Select this check box if the employee is a seasonal worker. Tracking of seasonal employees may be required in the State(s) to which you report quarterly SUTA tax data.
Enter, or use to select, the union to which this employee
belongs. This is a required field if you selected the Enable
Wage Determination Feature check box in the Labor Settings
screen (People » Labor » Labor Controls)
or if the Automatic Overtime feature is enabled in the Overtime Settings
screen (People » Labor » Overtime Controls).
If you use the Update Employee Salary Based on Review screen (People
» Employee » Employee Performance Reviews), the system automatically
defaults the previously entered value for this field.
Enter, or use to select, the local for the line you
are entering. This code is validated against the Labor Locations tables.
If you use the Update Employee Salary Based on Review screen (People
» Employee » Employee Performance Reviews), the system automatically
defaults the previously entered value for this field. This is an optional
field.
Enter, or use 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 in the Employee Project TS Defaults, the Employee Project-Acct-Grp TS Defaults, the Labor-Grp Project-Acct-Grp TS Defaults screen, Project TS Defaults screens (all in People » Labor » Timesheet Default) or in the Assign PLC to Employee Work Force (Projects » Project Setup » Project Labor), the PLC entered here will default on the timesheet line.
Enter, or use to select, the General Labor Category
(GLC) to which this employee is normally assigned in this required field.
This is for informational purposes only. Enter the default GLC for timesheet
entry in the Defaults subtask of the Basic Employee Info screen (People » Employee » Basic » Employee Setup).
If you use the Update Employee Salary
Based on Review screen (People
» Employee » Employee Performance Reviews),
the system automatically creates a new line and defaults the previous
line's value for this field.
Enter, or use to select, the organization to which
this employee is normally assigned. This is validated against the organizations
established in the Maintain Org Elements screens (Accounting
» General Ledger » Organizations). This required field is not used
as a default for timesheet entry; it is for informational and report sorting
purposes. Enter the default organization for timesheet entry in the Default
subtask of the Basic Employee Info screen (People
» Employee » Basic » Employee Setup). If you use the Update Employee
Salary Based on Review screen (People
» Employee » Employee Performance Reviews), the system automatically
defaults the previously entered value for this field.
Enter, or use to select, the security organization
to which this employee is assigned. When you enter the Home
Org, it will default into this field. This is validated against the
Organization table. This is a required field.
Enter, or use to select, the HR organization to which
this employee is assigned. This field is optional and available only if
your company is licensed for HR (Human Resources). If the Manager/HR Reps
defaulting method is Use Manager/HR Reps
by HR Org in the Personnel Settings screen (People
» Personnel » Personnel Controls), the manager assigned to the
HR Org will default upon entry or selection of a valid HR Org. This is
validated against the Manager/HR Reps by HR Org table.
Enter, or use to select, the detail job title code
for this employee. This required field is validated against the Detail
Job Title table. If you use the Update Employee Salary Based on Review
screen (People » Employee » Employee
Performance Reviews), Costpoint automatically defaults the previously
entered value for this field. The description of the detail job title
you entered is displayed in the field on the right. If you are not using
Costpoint Human Resources, this field is not available.
Enter, or use to select, the employee ID of this employee's
manager. If you are licensed for Costpoint Human Resources, this field
will be validated against the Managers\HR Rep by Org or the Manager/HR
Reps by HR Org table in Costpoint Personnel, depending on your selection
in the Managers/HR Reps group
box in the Personnel Settings screen (People
» Personnel » Personnel Controls). If you are not licensed for
Costpoint Human Resources, this field will be validated against the Employee
table. This is a required field. The name of the manager displays
in the field on the right.
Select this check box if the employee is a Corporate Officer. Once you populate the Detail Job Title field, this check box will default with the setting from the Detail Job Titles screen (People » Compensation » Job Titles) and can be changed for each individual employee.
Enter, or use 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 (People » Employee »
Employee Performance Reviews), Costpoint automatically defaults
the previously entered value for these fields.
If you are licensed for Costpoint Human Resources, the description of the personnel action displays in the fields on the right. If you are not using Costpoint Human Resources, these fields are not available.
Select this pushbutton to enter the HR Info subtask.
Select this pushbutton to enter the Ref No/Comments subtask.
Select this pushbutton to enter the Timesheet Defaults subtask.