Use this screen to control several labor-related system-wide features. You can turn certain features on and off by selecting (or not selecting) the appropriate checkbox. You can use this screen to establish data related to work hours in the year, employee ID length, minimum hourly rate, standard rates and related account, default timesheet cycle, workers' comp and pay type, posting account data, and wage determination. You can also select the method that will be used to default the effective bill date during timesheet entry or import. This is the eighth level of defaults imported when a project is entered on the timesheet line. If you enter any of the default fields in the Assign PLC to Projects (in Costpoint Project Setup), Employee Project-Acct-Grp TS Defaults, Labor-Grp Project-Acct-Grp TS Defaults, Link GLC to Project PLC (in Costpoint Project Setup), Project TS Defaults, Basic Employee Info (Defaults subtask) (in Costpoint Employee), or General Labor Categories screens, they are used instead of the data entered here.
Initialize this screen before entering any labor-related data into Costpoint.
Use the checkboxes in this group box to activate labor-related features.
Select this checkbox to allow the processing of Union Payroll and access to the applicable Union tables. It also enables the Union Profile screen, where you establish the union, local, and crew chief information. Select this checkbox to access to the Crew Assignment, Fringe Code Setup, Fringe Modify Codes, and the Conversion of Crew Timesheets screens. If you select this checkbox, you cannot use the WD Fringe Handling and the Wage Determination Rates screens.
If this checkbox is selected, the Require Labor Location on Timesheet checkbox will be automatically selected and the Union Fringe Ceilings by Local checkbox will become enabled.
Select this checkbox to apply union fringe pay period and contract ceilings at the local level, rather than at the local/union/GLC level. If you select this checkbox, you will have access to the Union Fringe Ceilings by Local screen in the Union Info menu. In addition, the Compute Payroll process will apply the ceilings set up in the Union Fringe Ceilings by Local screen, rather than the ceilings from the Fringe Table subtask of the Union Profile screen. If this checkbox is selected and no ceilings are assigned to a local/fringe code in the Union Fringe Ceilings by Local screen, no ceilings will be applied to that local/fringe code. However, when you compute payroll, the system will print a warning report, listing which local/fringe code combinations have not been set up in the Union Fringe Ceilings by Local screen.
Select this checkbox to enable the processing and setup of screens for wage determination project fringe and wage-related amounts. Selecting this checkbox (along with the Require Labor Location on Timesheet checkbox) enables the WD Fringe Handling screen, where you establish the charge settings for handling WD project fringe amounts. It also enables the Wage Determination Rates screen, where you establish base pay rates per hour and an associated handling method, Fringe Amounts per Hour, and a related Fringe Payment Method. Fringe codes are established in the Fringe Code Setup screen under the Union Info menu. The Fringe Payment Method enables the automatic generation of a "Fringe" timesheet line, when the timesheet line being charged results in "Fringe" fields being found in the Wage Determination Rates table, and the Wage Determination Rates record has the Fringe Payment Method set to "Cash." You cannot select this checkbox if you select the Enable Union Functionality checkbox. You will not be able to save this screen if both checkboxes are selected.
Use the objects in this group box to control timesheet entry or import functionality.
Use this drop-down box to specify the organization that should default onto an "M" (manufacturing order) type timesheet line during timesheet entry or import.
Employee Home Org - Select this option to have the employee's home org default when you enter or import an "M" type timesheet line.
MO Org - Select this option to have the manufacturing order's organization default when you enter or import an "M" type timesheet line. If the timesheet line account is the manufacturing order's WIP labor account, the manufacturing order's WIP labor organization will default onto the timesheet line. If the timesheet line account is the manufacturing order's WIP misc 1 account, the manufacturing order's WIP misc 1 organization will default onto the timesheet line. If the timesheet line account is the manufacturing order's WIP misc 2 account, the manufacturing order's WIP misc 2 organization will default onto the timesheet line.
The default value for this drop-down box is "Employee Home Org."
Use this drop-down box to specify the account validation method for MO timesheet line entry/import. Your options include MO's Build Inventory and Valid PAG accounts.
Use this drop-down box to specify the method that will be used to default the effective bill date when you enter or import timesheets.
Subperiod End Date - Select this option to have the last day of the timesheet's subperiod default as the effective bill date when you enter or import timesheets.
Timesheet Date - Select this option to have the timesheet date default as the effective bill date when you enter or import timesheets.
The default value for this drop-down box is "Subperiod End Date."
Select this checkbox to have the reference date default as the effective bill date when you enter a "C" (Correcting) or "D"(Replacement) timesheet or import a "C" (Correcting), "D" (Replacement), or "N" (Reversal) timesheet.
Use items in this group box to activate the use of standard rates and the associated General Ledger account.
Select this checkbox to use standard (or effective) hourly rates for calculating labor costs for salaried employees. To use this feature, enter, in the Salary Info and History screen, the estimated hours to be worked per year by employees. The system calculates the standard (or effective) hourly rate (annual salary divided by the number of estimated hours) and uses this figure to calculate labor cost on the timesheet line.
Use this field to generate a separate timesheet line that shows the difference between total labor cost at the standard rate and the employee's salary amount if the Std Var pushbutton is selected in the Enter Timesheets screen during timesheet entry. This field will be available and required only if you selected the Enable checkbox. Enter a General Ledger account or use Lookup to select your account.
Select this checkbox to use the reference date to determine the rate when entering Correcting or Labor Only timesheets.
Select this checkbox to allow changes to the General Labor Category (GLC) on each timesheet line. If you do not select this checkbox, the GLC is still stored on each timesheet line, but is filled in from the Defaults subtask of the Basic Employee Info screen in Costpoint Employee. This checkbox is selected as the system default when you first enter this screen.
Select this checkbox to allow edit of the workers' compensation code (the WC field) on the timesheet line.
Select this checkbox to enable the requirement that a labor location be entered for each timesheet line. In order to access the Wage Determination Rates and WD Fringe Handling screens (under the Labor Rate Controls menu), you must select both the Enable Wage Determination Feature and Require Labor Location on Timesheet checkboxes.
Select this checkbox to enable the Pay Type Restrictions screen, where you establish the pay types that cannot be used for a given project, but can optionally be used for a given location and labor group/union. It also enables the related automatic editing of the timesheet line pay type being charged based upon the entries in the Pay Type Restrictions screen.
Select this checkbox to turn on the feature for calculating "running" control totals for regular hours, other (overtime) hours and total hours, and by timesheet type (regular, other than regular, and total number of timesheets) for a Group (or batch) of timesheets being entered in the Enter Timesheets screen. Select this checkbox to provide for user entry of control totals for the batch before beginning timesheet entry. These control totals are compared to the system-calculated totals and you are alerted to any differences when you exit the timesheet entry screens.
Use the items in this group box to designate the work hours in a year, the employee ID length, the minimum hourly rate, the validation method for employee class, the default timesheet cycle, the default workers' compensation code, and the default pay type. You can also specify whether or not to validate social security numbers and whether or not to require a default workers' compensation code in the Defaults subtask of the Basic Employee Info and Maintain Employee Master screens.
Select this radio button to prevent assignment of an employee class code to an employee if the employment type, FLSA exempt status, and hourly/salary status combination is not linked to the employee class specified for that employee.
Select this radio button to have the system generate a warning message when an employee's employment type, FLSA exempt status, and hourly/salary status combination is not linked to the employee class specified for that employee.
Select this radio button if you do not want the rules of the Employee Class screen to be enforced. You will not have access to the Employee Class screen in Costpoint Employee if this radio button is selected.
Use this numeric field to designate the number of work hours in your company's year. This number is used to compute the Hourly rate from the Annual rate entered in the Salary Info and History screen in Costpoint Employee. For example, an Annual rate entered in Salary Info and History of $20,800 yields an Hourly rate of $10.00 per hour if 2080 (hours) is entered in the Number of Work Hours in the Year field. This field is normally either 2080 or 2016. This is a required field.
Enter the prevailing minimum hourly pay rate. This is a required field.
Use this numeric field of up to two digits to determine the number of months in a review cycle. The number of months entered here increments the employee's Next Review Date in the HR Data subtask of the Basic Employee Info screen in Costpoint Employee after you enter a new line in the Salary Info and History screen. This is a required field.
Select this checkbox to have the system validate an employee's social security number to ensure that a duplicate does not exist.
Enter, or use this drop-down box to select, your company's default timesheet cycle. The timesheet cycle identifies a schedule of timesheet dates. For each timesheet cycle, the "start" and "end" dates identify a time period within the cycle. You must establish the timesheet period related to the cycle first. See the documentation for the Timesheet Periods screen.
Enter, or use this drop-down box to select, your company's default workers' compensation code, which you must have already established. For more information on workers' compensation codes, see the documentation for the Worker's Comp Codes screen.
Use this drop-down box to select a default to be used on the timesheet entry screen. Select from the list of pay types or enter the pay type code to be used exclusively. This should be a "regular" (non-overtime) pay type. If you have set up regular default pay types in the Pay Type field of the Defaults subtask of the Basic Employee Info screen, the first of those regular pay types will be offered as a default. You must establish pay types before you can enter a default.
Select this checkbox to make the Worker's Comp field a required field for all employee records under the Defaults subtask in the Basic Employee Info and Maintain Employee Master screens in Costpoint Employee. The Worker's Comp Codes screen must be established before default codes can be entered for employee records.
Enter, or use Lookup to select, the general ledger account number to be used for recording accrued salaries. The system uses this account when posting to the General Ledger. The posting is generated at the Balance Sheet Level designated in the Top Level Org table for each employee's home organization. The non-editable field to the right displays the description of the account.
Select this pushbutton to access the Corporate Labor Settings subtask.
Changes to this screen update the following table:
Labor Settings - LAB_SETTINGS