User-Defined Rate 2
User-Defined Rates 1 and 2 are used to cost the labor hours that employees charge. User-Defined Rate 2 is well suited for billing or "burn" rates, where the rates are driven by projects or labor codes.
If you use the Labor Costing feature, when an employee charges hours on a timesheet, Time and Expense with ESS goes through a series of steps to determine which rate to use as User Defined Rate 2.
Possible Sources of Rates
Time and Expense with ESS can use any of these fields to determine User-Defined Rate 2:
- Employee — You can specify a rate for each employee on the Employee History tab of the Employee Information screen. You can download this rate from your ERP/Payroll system or enter it manually.
- UDT01 — The UDT01 that the employee charges can determine the rate used. If you don't use Costpoint, UDT01 is typically the project.
- UDT02 — The UDT02 that the employee charges can determine the rate used.
- UDT07 — The UDT07 that the employee charges can determine the rate used. UDT07 is typically a billing code. This approach is useful if you need to determine billing rates by billing code.
How Rate is Determined
Time and Expense with ESS follows this process to locate the User-Defined Rate 2 to apply to an employee's timesheet line.
| Step | Process |
|---|---|
| Search UDT02/UDT07 wildcard links | Time and Expense with ESS searches the UDT02/UDT07 Wildcard Link table for an exact match to the UDT02 and UDT07 on the timesheet line. |
| Search UDT02/UDT07 wildcard links for a partial match | Time and Expense with ESS searches the UDT02/UDT07 Wildcard Link table for an exact UDT07 match and a partial UDT02 match to the UDT02 and UDT07 on the timesheet line. |
| Search UDT02/UDT07 direct links | Time and Expense with ESS searches the UDT02/UDT07 Link table for an exact match to the UDT02 and UDT07 on the timesheet line. |
| Search UDT01/UDT07 wildcard links | Time and Expense with ESS searches the UDT01/UDT07 Wildcard Link table for an exact match to the UDT01 and UDT07 on the timesheet line. |
| Search UDT01/UDT07 wildcard links for a partial match | Time and Expense with ESS searches the UDT01/UDT07 Wildcard Link table for an exact UDT07 match and a partial UDT01 match to the UDT01 and UDT07 on the timesheet line. |
| Search UDT01/UDT07 direct links | Time and Expense with ESS searches the UDT01/UDT07 Link table for an exact match to the UDT01 and UDT07 on the timesheet line. |
| Search UDT07 | Time and Expense with ESS searches the UDT07 table for an exact match to the UDT01 and UDT07 on the timesheet line. |
Other Factors
These factors affect how User-Defined Rate 2 is determined.
The /UDT07 value on the UDT Options tab of the General Configuration screen determines whether UDT02 and UDT07 are linked and whether this link is direct or via wildcards.
The /UDT07 value on the UDT Options tab of the General Configuration screen determines whether the UDT01 to UDT07 are linked and whether this link is direct or via wildcards.
If a rate is found, it must be greater than zero to be applied.
Results
Result 1
Rate - Link27 Wildcard Rate
Result 2
Rate - Link27 Rate
Result 3
Rate - Link17 Rate
Result 4
Rate - Link27 Wildcard Rate
Result 5
Rate - UDT07 Rate
Result 6
Rate - Employee Rate
Examples
Here are a few examples to show how the calculations are performed. The following information represents a system's configuration:
Employee 1
Rate - 10.00
Employee Fringe Reduction - 5.00
Employee 2
Rate - 20.00
Employee Fringe Reduction - 9.00
Pay Type REG
Calculation Method - (Hours x Rate x Factor) + Fixed Amount
Factor - 1
Fixed Amount - 0
Pay Type - OT
Calculation Method - (Hours x Rate x Factor) + Fixed Amount
Factor - 1.5
Fixed Amount - 0
Pay Type - REGSHFT
Calculation Method - (Hours x Rate x Factor) + (Hours x Fixed Amount)
Factor - 1
Fixed Amount - .50
Pay Type - OTSHFT
Calculation Method - (Hours x Rate x Factor) + (Hours x Fixed Amount x Factor)
Factor - 1.5
Fixed Amount - .50
Wage Schedule for Project XYZ (Certain Location, Union, and Labor Code)
Wage Schedule Rate - 15.00
Apply if Higher than Employee
Fringe Rate - 12.00
| Employee | Project | Pay Type | Hours | Pay Type Calculation | Fringe Calculation | Amount |
|---|---|---|---|---|---|---|
| 1 | ABC | REG | 8 | (8 x 10 x 1) + 0 | 80.00 | |
| 1 | XYZ | REG | 8 | (8 x 15 x 1) + 0 | + (8 x 12) (8 x 5) | 176.00 |
| 1 | ABC | OT | 8 | (8 x 10 x 1.5) + 0 | 120.00 | |
| 1 | XYZ | OT | 8 | (8 x 15 x 1.5) + 0 | + (8 x 12) (8 x 5) | 236.00 |
| 1 | ABC | REGSHFT | 8 | (8 x 10 x 1) + (8 x .50) | 84.00 | |
| 1 | XYZ | REGSHFT | 8 | (8 x 10 x 1) + (8 x .50) | + (8 x 12) (8 x 5) | 180.00 |
| 1 | ABC | OTSHFT | 8 | (8 x 10 x 1.5) + (8 x .50 x 1.5) | 126.00 | |
| 1 | XYZ | OTSHFT | 8 | (8 x 15 x 1.5) + (8 x .50 x 1.5) | + (8 x 12) (8 x 5) | 242.00 |
| 2 | ABC | REG | 8 | (8 x 20 x 1) + 0 | 160.00 | |
| 2 | XYZ | REG | 8 | (8 x 20 x 1) + 0 | + (8 x 12) (8 x 9) | 184.00 |
| 2 | ABC | OT | 8 | (8 x 20 x 1.5) + 0 | 240.00 | |
| 2 | XYZ | OT | 8 | (8 x 20 x 1.5) + 0 | + (8 x 12) (8 x 9) | 264.00 |
| 2 | ABC | REGSHFT | 8 | (8 x 20 x 1) + (8 x .50) | 164.00 | |
| 2 | XYZ | REGSHFT | 8 | (8 x 20 x 1) + (8 x .50) | + (8 x 12) (8 x 9) | 188.00 |
| 2 | ABC | OTSHFT | 8 | (8 x 20 x 1.5) + (8 x .50 x 1.5) | 246.00 | |
| 2 | XYZ | OTSHFT | 8 | (8 x 20 x 1.5) + (8 x .50 x 1.5) | + (8 x 12) (8 x 9) | 270.00 |