How Vision Determines an Employee's Pay Rate

The pay rate which is used for payroll processing for a particular employee depends on several Vision settings, such as whether or not your firm has enabled pay rate tables, the payroll rate method established for a given project, the payroll rate method established for a given employee, and whether an employee is hourly or salaried.

For hourly employees, rates entered in a pay rate table are used to override the default rates for both regular and overtime pay. For salaried employees, however, entries in pay rate tables override only the calculation of overtime pay.

The following overview shows the logic that Vision uses to determine the employee pay rate during a payroll run.

1. Vision checks whether or not you have configured, set up, and assigned a pay rate/category/code table to a project.

   • If you are not using pay rate tables (have not selected the Enable pay rate table option on the General tab of the Accounting System Settings form), Vision retrieves the pay rate from the Pay Rate field on the Payroll tab of the Employee Info Center for each employee.

   • If you have configured the feature, Vision proceeds to the next check (step 2).

2. For each project to which an employee charged time, Vision checks the pay rate method specified from the Time & Expense tab of the Project Info Center.

   • If From Employee Pay Rate is selected from the Pay Rate Method field on the Project Info Center Time & Expense tab, Vision uses the pay rate specified for the employee in the Employee Info Center record.

   • If another pay rate method (From Labor Rate Table, From Labor Category Table, From Labor Code Table) is selected, Vision proceeds to the next check (step 3).

   • If no table is selected at any level of the project's work breakdown structure, Vision checks the Employee Info Center for a pay rate table (proceed to step 4).

   Vision starts by looking to the lowest level of the project's work breakdown structure and works up from there (task, phase, project), using the first pay rate table found.

3. Vision determines if the employee is associated with the table selected from the Rate Table field on the Project Info Center Time & Expense tab. The employee may appear directly in the table, or be associated via a labor category or labor code.

   1. If the employee does appear in the table set in the Project Info Center, Vision compares the transaction dates of the employee's posted time transactions to the effective dates in the payroll rate table. For each transaction, Vision uses the rate with an effective date on or after the transaction date. If no effective dates match the transaction dates, Vision uses the entry with a blank effective date. If no blank effective date entry exists for the employee, Vision uses the rate specified on the Payroll tab of the employee's Employee Info Center record.

   2. If the employee does not appear in the table specified in the Project Info Center, Vision looks to the Time & Expense tab of the Employee Info Center to see if a pay rate table is established there for the employee. (proceed to step 4).

      Each pay rate table can have one blank effective date entry per employee, category, or code. This is used as the default override pay rate, for project's using this pay rate table.

   3. Vision checks the pay rate method specified on the Time & Expense tab of the Employee Info Center.

      • If None is selected from the Pay Rate Method field on the Employee Info Center Time & Expense tab, Vision uses the pay rate entered on the Payroll tab of the Employee Info Center for the employee.

      • If another pay rate method (From Labor Rate Table, From Labor Category Table, From Labor Code Table) is selected, Vision compares the transaction dates of the employee's posted time transactions to the effective dates in the payroll rate table. For each transaction, Vision uses the rate with an effective date on or after the transaction date. If no effective dates match the transaction dates, Vision uses the entry with a blank effective date. If no blank effective date entry exists for the employee, Vision uses the rate specified on the Payroll tab of the employee's Employee Info Center record.

Each pay rate table can have one blank effective date entry per employee, category, or code. This is used as the default override pay rate, for project's using this pay rate table.