Setting up overheads for employee utilization

When an employee enters time and is part of an overhead group, Ajera uses that overhead group to determine the department (unavailable in ajeraCore unless you have the Departments add-on), associated financial account, and employee utilization.

To set up overheads for employee utilization

1. Set up an overhead project.

When setting up the project, on the Billing tab, select a billing type of Overhead.

unavailable in ajeraCore unless you have the Departments add-on - If using departments, you can set up phases for the overhead project that are the same as your departments. Ajera automatically assigns the correct department as you make entries.

2. For each activity you plan to use for non-billable labor, define a non-billable utilization type Defines employee time as direct or indirect, such as direct, sick, vacation, or marketing.. Ajera automatically assigns the correct financial account as you make entries.