Checklist: Setting Up Pay Rate Tables
If you are new to Vision Payroll, you may find it helpful to review the setup checklist for pay rate tables.
| Step | Description | Location |
|---|---|---|
| 1 | Enable the feature for your firm by selecting the Enable pay rate tables option from the General tab of Accounting System Settings. | |
| 2 | If you want the ability to set multiple overtime rates using effective dates, select the Enable overtime percent in cost/pay rate tables option. | |
| 3 | Specify full security access to pay rate tables, for each role you want to grant the right to create and modify pay rate tables. To do this, set the Labor Cost Rates/Amounts field to Full Access from the Accounting tab of Roles Security for each Role. | |
| 4 | Add pay rate tables. | |
| 5 | Specify a Pay Rate Method and Rate Table for each project that you want to associate with a Pay Rate table on the Time & Expense tab of the Project Info Center.
If your project has multiple work breakdown structure levels (phases, and or phases and tasks), you can override the project level by selecting a Pay Rate Method and Rate Table from the lower level. Vision uses the table set at the lowest level. |
|
| 6 | Specify a
Pay Rate Method and
Rate Table for each employee that you want to associate with a Pay Rate table from the Time & Expense tab of the Employee Info Center.
In the hierarchy that Vision uses to determine an employees pay rate, a rate table selected at the project level (from the Project Info Center) will override a rate set for an employee in the Employee Info Center. Find out more about Vision's pay rate hierarchy. |