Use this screen to establish and update salary and salary-related information for employees. You must have already set up an employee in the Maintain Employee Master main screen (or the Basic Employee Info screen) before you can add information here. This subtask serves the same function as the Salary Info and History screen, also located under the Basic Employee Setup menu.
If you use the Update Employee Salary Based on Review screen in the Employee Performance Reviews menu, the system will automatically create a new line for the updated fields.
You should initialize this screen after entering and saving the required fields for the employee ID in the Maintain Employee Master main screen or the Basic Employee Info screen. You must establish salary information before entering employees' timesheets. If you are using Costpoint Payroll, you should also complete the Employee Taxes screen before initializing this screen.
This field displays the employee ID from the main screen. The employee's name displays in the field to the right.
This field displays the date in which a salary change becomes effective. The Enter Timesheets screen in Costpoint Labor 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. 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 in the Employee Performance Reviews menu, the system automatically creates a new line with the new effective date.
This non-editable field defaults to "12/31/2078" when you save a new employee record. When you enter a new record and save it, the end date for the previous line will be updated with the last day before the start date of the current line.
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 (in Costpoint Labor) 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 under the Employee Performance Reviews menu, the system automatically defaults the previously entered value for this field.
Enter the hourly rate of pay for this employee in this required field. You can enter up to four numbers to the right of the decimal.
If you enter the hourly rate, the Payroll Salary rate and Annual rate amounts will be automatically calculated and displayed. If the employee is assigned to a Pay Cycle in the Employee Taxes screen, 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 in Costpoint Labor and assigned to the employee.
If you change the existing hourly rate, the system will display a message asking if you want to have Costpoint 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 in the Employee Performance Reviews menu, the system automatically defaults to 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 in Costpoint Labor.
If you enter a new amount in the Payroll Salary field, the Hourly rate and Annual rate amounts are automatically calculated and displayed. However, if you make any changes to the existing 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 in the Employee Performance Reviews menu, the system automatically defaults to 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 field, the Hourly rate and Payroll Salary rate amounts are automatically calculated and displayed. However, if you make any changes to the existing Annual 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 in the Employee Performance Reviews menu, 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 in the Employee Performance Reviews menu, 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 (in Costpoint Labor). If you use the Update Employee Salary Based on Review screen in the Employee Performance Reviews menu, the system automatically defaults to 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. Costpoint recalculates it 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 in the Employee Performance Reviews menu, the system automatically defaults to the previously entered value for this field.
Enter, or use Lookup to select, the employee's class code. Establish Employee Class information in the Employee Controls menu. This is an optional field.
If you use the Update Employee Salary Based on Review screen in the Employee Performance Reviews menu, the system automatically defaults to the previously entered value for this field.
Use this field to designate the employee as a regular (full-time) employee, a part-time employee, or a temporary employee. Enter "R" (Regular), "P" (Part-time), or "T" (Temporary) in this required field. Normally, part-time and temporary employees have an FLSA Exempt status of "N" (non-exempt). If you use the Update Employee Salary Based on Review screen in the Employee Performance Reviews menu, the system automatically defaults to 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 checkbox in the Overtime Settings screen (in Costpoint Labor) and the pay type being charged has the OK for Salaried Employees checkbox selected in the Pay Types screen (in Costpoint Labor).
"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 in the Employee Performance Reviews menu, the system automatically defaults to the previously entered value for this field.
Select this checkbox if the employee is exempt from the Fair Labor Standards Act (FLSA). If the employee is entitled to overtime payments, do not select this checkbox. 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 box in the Detail Job Titles screen. 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.
If you use the Update Employee Salary Based on Review screen in the Employee Performance Reviews menu, the system automatically defaults to the previously entered value for this field.
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 tax data.
Use this group box to assign a labor group/union code and labor location/local code to an employee. Establish both code categories in the Labor Rate Controls menu in Costpoint Labor, and you can assign them to a compensation plan in the Compensation Plan Defaults screen under the Compensation Plan Setup menu in Costpoint Compensation. You can also assign labor locations to affirmative action plans.
Enter, or use Lookup to select, the labor group or union to which this employee belongs. The labor group/union entered in this field will default into the Timesheet header. If you use the Update Employee Salary Based on Review screen in the Employee Performance Reviews menu, the system automatically defaults to the previously entered value for this field.
Enter, or use Lookup 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 (in the Assign Labor Locations subtask of the Affirmative Action Plans screen in Costpoint Affirmative Action), this employee will automatically be assigned to that plan. When you populate this field, the Affirmative Action Plan code (in the HR Info subtask) will default based on the settings in the Assign Labor Locations subtask. If you use the Update Employee Salary Based on Review screen in the Employee Performance Reviews menu, Costpoint automatically defaults the previously entered value for this field. This is an optional field.
Enter, or use Lookup to select, the Project Labor Category (PLC) to which this employee is normally assigned. This is an optional field. It is used as the last level of PLC 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 (Costpoint Labor), or the Assign PLC to Employee Work Force (in Costpoint Project Setup) screens, the PLC entered here will default on the timesheet line.
Enter, or use Lookup 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 in the Defaults subtask of the Basic Employee Info screen. If you use the Update Employee Salary Based on Review screen in the Employee Performance Reviews menu, Costpoint automatically creates a new line and defaults to the previous line's value for this field.
Enter, or use Lookup to select, the organization to which this employee is normally assigned. This is validated against the organizations established in Maintain Org Elements screen in Costpoint General Ledger. This required field is not used as a default for timesheet entry; it is for informational and report-sorting purposes. The default organization for timesheet entry is entered in the Default subtask of the Basic Employee Info screen. If you use the Update Employee Salary Based on Review screen in the Employee Performance Reviews menu, the system automatically defaults to the previously entered value for this field.
Enter, or use Lookup to select, the security organization to which this employee is assigned. This field is required. When you enter the Home Org, it will default into this editable field. This is validated against the Organization table.
Enter, or use Lookup 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). If the Manager/HR Reps defaulting method is “Use Manager/HR Reps by HR Org” in the Personnel Settings screen, 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 Lookup to select, the detail job title code for this employee. This required field is validated against the Detail Job Title table. 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. If you use the Update Employee Salary Based on Review screen under the Employee Performance Reviews menu, the system automatically defaults to the previously entered value for this field.
Enter, or use Lookup 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 table in Costpoint Personnel. 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 checkbox if the employee is a corporate officer. Once you populate the Detail Job Title field, this checkbox will default with the setting from the Detail Job Titles screen in Costpoint Compensation and can be changed for each individual employee.
Enter, or use Lookup to select, up to three personnel action codes for the record you are entering. Establish Personnel Action information in Costpoint Personnel. If you use the Update Employee Salary Based on Review screen under the Employee Performance Reviews menu, Costpoint automatically defaults to 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, all fields in this group box are disabled.
Select this pushbutton to open the HR Info subtask.
Select this pushbutton to open the Ref No/Comments subtask.
Select this pushbutton to enter the Timesheet Defaults subtask.