Effective Dates and Pay Rates Hierarchy

After you create pay rate tables in Vision, you can associate the tables with individual projects, employees, or both.

The method that you choose when you associate a pay rate table with a project or employee determines how Vision applies pay rates for employee timesheet transactions (timesheets [ TS] and billing transfers [ BL]) when those transactions are posted to your projects.

• Project Info Center — You associate pay rate tables with your projects using the Pay Method and Pay Table fields on the Accounting tab of Project Info Center. You can specify a different pay rate method, table, or both at each level of a project's WBS.

• Employee Info Center — You associate pay rate tables with employees using the Pay Method and Pay Table fields on the Time tab of Employee Info Center. The pay rate method and table selections on this tab override the pay rate information that is entered on the Payroll tab of the Employee Info Center record.

Pay Rates Hierarchy

When you post employee timesheet transactions to a project, Vision looks first at the project record and then at the employee record (if necessary) to determine how to apply pay rates.

Vision uses the first setting it finds, based on the following hierarchy:

1. Project Info Center record WBS3 — Pay Method field on the Accounting tab.

2. Project Info Center record WBS2 — Pay Method field on the Accounting tab.

3. Project Info Center record WBS1 — Pay Method field on the Accounting tab.

4. Employee Info Center — Pay Method field on the Time tab.

5. Employee Info Center — Pay Rate field on the Payroll tab.

Project Pay Rate Methods (Hierarchy Levels 1 through 3)

Because Vision looks first at the project record, the options that you select in the Pay Method field on the Accounting tab of the project record (at the lowest level of the WBS) determine how pay rates are applied. The options are:

• None — This is the default option. When you select this option, Vision moves up the WBS and uses the first Pay Method specified (if any) for the project.

• From Employee Pay Rate — When you select this option, Vision uses the pay rate specified for the employee in the Employee Info Center.

• From Labor Rate Table, From Category Rate Table, From Labor Code Table — When you select one of these options:

  • And the employee is not covered by the table that is selected in the Rate Table field, Vision uses the pay rate that is specified for the employee in the Employee Info Center.

  • And the employee is covered by the table that is selected in the Rate Table field, Vision uses the employee's pay rate from the table, if the timesheet detail date is on or after the effective date specified on the table. If the timesheet detail date is before the effective date specified on the table, Vision uses the pay rate specified in the Employee Info Center.

  • And the employee is covered by the table that is selected in the Rate Table field, but no effective date is specified for the employee, Vision uses the employee's pay rate from the table, regardless of the timesheet detail date.

Employee Pay Rate Methods (Hierarchy Levels 4 through 5)

Based on your selections at the project level, Vision may or may not look at the employee record. Vision looks at the employee record if any of the following apply:

• The Pay Method for all levels of a project's WBS is set to None.

• The Pay Method for the project is set to From Employee Pay Rate.

• The employee is not covered by the Labor Rate Table, Category Rate Table, or Labor Code Table specified for the project.

If Vision looks at the employee record, the options that you select in the Cost Method field on the Time tab of the employee record determine how cost rates are applied. Your options are:

• None — This is the default option. When you select this option, Vision uses the employee's cost rate as specified in the Job Pay Rate field on the Accounting tab of Employee Info Center.

• From Labor Rate Table, From Category Rate Table, From Labor Code Table — When you select one of these options:

  • And an effective date is specified for the employee, Vision uses the employee's pay rate from the table, if the timesheet detail date is on or after the effective date that is specified on the table. If the timesheet detail date is before the effective date specified on the table, Vision uses the pay rate that is specified on the Accounting tab of the Employee Info Center.

  • And no effective date is specified for the employee, Vision uses the employee's pay rate from the table, regardless of the timesheet detail date.