Employee Salary Information

Enter, or use Lookup to select, the employee ID.  The employee name displays in the adjacent, non-editable field.

Click this pushbutton to create a new record.

You must first select the New Record icon and enter the employee ID before you click the pushbutton.

The clone feature allows you to duplicate record information.

Enter, or use Calendar Lookup to select, the effective date.  You must enter this date in the MM/DD/YYYY format.

The date you enter in this field represents the date the salary record becomes effective.

The data you enter in the Effective Date field can also update the Last and Next fields in the Review Dates group box in the Employee User Flow screen. You will be prompted to accept these defaults as you create the new record.

This non-editable fields displays "12/31/2078."

When you enter a new salary record, the data in this field will be updated after you save the record.

As you create new records, the end date of the previous record will display a date that is one day before the date in the Effective Date field of the new record, and the new record will display "12/31/2078."

Enter the number of hours the employee is expected to work this year.

Initially, the value you entered in the Number of Work Hours in the Year field in the Labor Settings screen will default into this field.

You can accept this default or override this value.  

You can also enter "0" in the Number of Work Hours in the Year field, which will require that you enter a value in the Work Hours in Year field each time you create a salary record.

Enter the hourly rate of pay for this employee.  You can enter a value up to four places to the right of the decimal.

If you enter the hourly rate, the values in the Salary and Annual fields will display.

If you assigned the employee to a pay cycle in the Employee Taxes screen, the data in the Salary and Annual fields will be based on the payroll frequency.  If you did not assign a pay cycle to the employee in the Employee Taxes screen, the data in the Salary and Annual fields will be calculated based on data in the Frequency and Default Auto-Adjustment Percent fields in the Time Periods screen, along with the data in the Work Hours in Year field in this screen.

If you change the data in the Hourly field, the system will display the following message:

"The hourly rate has been changed.  To recalculate the Salary and Annual amounts, clear those fields and click the Calculate Rates button."

Enter the salary amount for the pay period.

This field works in conjunction with the auto-adjust feature in the Enter Timesheets screen (People\Transactions\Timesheets).

If you enter a new amount in the Salary field, the values in the Hourly and Annual fields will display. However, if you make any changes to the existing salary rate, the system will display the following message:

"The Payroll Salary amount has been changed.  To recalculate the Hourly and Annual amounts, clear those fields and click the Calculate Rates button."

Enter the annual salary amount.

If you enter a new amount in the Annual field, the values in the Hourly and Salary fields display. However, if you make any changes to the existing rate, the system will display the following message:

"The Annual amount has been changed.  To recalculate the Hourly and Salary amounts, clear those fields and click the Calculate Rates button."

This non-editable field displays the increase percentage by calculating the previous hourly rate and the new hourly rate.

Click this pushbutton to automatically calculate data in the Rates group box.

Enter the estimated number of hours per year the employee is expected to work.

The value you enter is used for informational purposes only, unless you are using the Standard Rate feature.  This feature is activated based on settings in the Use Standard Rates group box in the Labor Settings screen.

If you select the Enable checkbox and enter data in the Acct field in the Labor Settings screen, the value you enter in both the Estimated Annual Hours and Effective Rate fields is evaluated in the Enter Timesheets screen (People\Transactions\Timesheets)if you invoke the standard variance functionality.

The standard variance functionality eliminates any differential (between the data in the Standard Rates group box and the data in the Rates group box in the Employee Salary Information screen) by generating a second timesheet line which displays the variance.

When you process timesheets, however, the employee will be paid the regular salary amount; the standard rate information is used for project billing purposes.

Standard variance applies only to salaried employees.

This non-editable field displays the effective rate.

The system calculates this rate by dividing the value in the Annual field by the data in the Estimated Annual Hours field.

You must click the Calculate Rates pushbutton to update this field.

The effective rate is used on the timesheet only if you have enabled the standard rate feature in the Labor Settings screen.

Enter, or use Lookup to select, up to 12 alphanumeric characters to identify the class code.

Use the drop-down box to make a selection.  Your choices are "Part-time," "Regular," and "Temporary."

Part-time and temporary employees generally have an FLSA (Fair Labor Standards Act) status of "N" (non-exempt).

Use the drop-down box to make a selection.  Your choices are "Hourly," "Salaried Fixed Hours," and "Salaried Fluctuating Hours."

"H" (Hourly) - This rate type indicates the employee is paid on an hourly basis. The labor cost will always reflect a calculation of the number of hours worked times the hourly rate of pay. Hourly employees can charge "Overtime" pay types.

"S" (Salary Fixed Hours) - This rate type indicates 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 Overtime Settings screen (Administration\Configure\People) and the pay type being charged has the OK for Salaried Employees checkbox selected in the Pay Types screen (People\Configure\Labor).

"F" (Salary Fluctuating Hours) - This rate type indicates 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 (Fair Labor Standards Act), overtime is paid for hours worked in excess of 40 hours per week, at one and one-half the basic rate.

Select this checkbox if the employee is exempt from the FLSA (Fair Labor Standards Act).

If the employee is entitled to overtime payments, do not select this checkbox.

Employees with a rate type of "H" (Hourly) or "F" (Salary Fluctuating Hours) are usually non-exempt.

Select this checkbox if the employee is a seasonal worker.

Whether you report seasonal wages depends on the state in which you are entering data.

Enter, or use Lookup to select, up to three alphanumeric characters to identify the labor group or union to which this employee belongs.

You must enter data in this field if you selected the Enable Wage Determination Feature checkbox in the Labor Settings screen or if the automatic overtime feature is enabled in the Overtime Settings screen (Administration\Configure\People).

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

Enter, or use Lookup to select, up to six alphanumeric characters to identify the labor location or local.

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

Enter, or use Lookup to select, up to six alphanumeric characters to identify the PLC (Project Labor Category) to which this employee is normally assigned.

The data you enter in this field may be used as a PLC level of default as you enter timesheets; the Employee Salary Information screen (People\Maintain\Employee) is the seventh application evaluated in the timesheet line defaults process.

Enter, or use Lookup to select, up to six alphanumeric characters to identify the GLC (General Labor Category) to which this employee is normally assigned.

Enter, or use Lookup to select, up to 20 alphanumeric characters to identify the organization to which this employee is normally assigned.

Enter, or use Lookup to select, up to 20 alphanumeric characters to identify the security organization to which this employee is assigned.

After you enter data in the Home Org field, data defaults into this field.

Enter, or use Lookup to select, the human resources organization to which this employee is assigned.

Enter, or use Lookup to select, up to 10 alphanumeric characters to identify the detail job title code for this employee.

The Detail Job Titles screen validates data in this field if you are licensed to use the Human Resources applications.

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 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. 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.

After you populate the Detail Job Title field, this checkbox will default with the setting from the Detail Job Titles screen and can be changed for each employee.  

The Managers & HR Representatives screen validates data in this field if you are licensed to use the Human Resources applications.