Click the Magnify button to view the following fields.This tab is used in conjunction with the Start Generate Recurring Labor Entries function (see Start Generate Recurring Labor Entries ) to generate labor journal entries for workers that typically record a standard number of hours to a particular job or jobs. These journal entries may then be edited if needed. Managerial, IT or administrative workers whose hours are always applied to overhead jobs would be good candidates for this tab.
When setting up this tab, careful thought should be given to how your Payroll Periods are structured. The days specified on this tab should map to the time period covered by the payroll period. For example, this tab would not be suitable for use with monthly pay periods that began on the first day of the month – regardless of what day of the week it was. It would be suitable for weekly or bi-weekly pay periods that always began on the same day of the week.
See Employee Recurring Other Tab for entering recurring reimbursable expenses.
Start Date: (date format mmddyyyy) End Date: (date format mmddyyyy)
Enter starting and ending working dates to define the time period that this recurring entry is valid for. These fields are compared with the date range of the selected payroll period when the Generate Recurring Labor Entries function is run. If the Start/End Dates intersect at ANY point within the Payroll Period Start/End (work) dates, then the line qualifies as "eligible" when Start Generate Recurring Labor Entries is run.
Cycle:
This field defines the cycle for which this recurring entry would be generated. For example, M (monthly), Q (quarterly), W (weekly), P (payroll period) and so on. The Generate Recurring Labor Entries function checks this field against the Cycle Code that you entered on the Recurring Wages tab of the Employee Record. It is recommended that a Cycle Code always be specified when running this function.
Day in Period:
This field controls which day in the payroll period the generated labor journal entry will be assigned to.
Examples:
Suppose your payroll periods are one week in length, and begin on Thursday. For your employees that work on Monday – Friday, you would create recurring entries for days 1 (Thursday), 2 (Friday), 5 (Monday), 6 (Tuesday) and 7 (Wednesday).
Alternately, if your payroll periods are bi-weekly and being on Monday, you would create recurring lines for days 1-5 and 8-12.
Hours: Pay Type Id:
Job Id: Cost Code: Cost Category:
Complete these fields as you wish them to appear when the Labor Journal Entries are generated by this function. The Cost Category supports enhanced filtering provided by the Cost Code's Job Cost Category Usage Filter.
Bonus Amount
This field may be used to pay flat per-period amounts such as Car Allowances. It will be written to the corresponding Bonus field in the Labor Journal. If this field is completed, the Hours field should be blank, and an appropriate Pay Type must be selected (Hours Type and Category should both be set to Other).
Click the Magnify button to view the following fields.
Billing Item:
This field should be completed if these recurring hours are billable to the above Job.
Labor Rate Id: Earnings Group Id: Deductions Group Id:
These fields may be used to override those located in on the Defaults tab of the Employee record.
WorkOrder Id:
This field would only be completed if these recurring hours were charged to a specific work order. This is not recommended.