[PR] Setting up Automatic Earnings

Automatic earnings setup here can be used to automatically generate timecard batches (by running PR Post Auto Earnings) that would otherwise need to be entered manually.

Automatic Earnings are consistent across pay periods, e.g. salaried earnings. Any recurring earnings that can be calculated as follows may be set up here:

• Rate per hour - based on either total hours already posted to the employee, hours entered here or the standard number of hours in PR Pay Period Control.

• Rate of gross - based on the total earnings (that are subject to auto earnings) already posted to the employee.

• Rate per day - based on the total number of days worked; uses the days to which earnings have been posted or the standard number of days in PR Pay Period Control.

• Flat amount - uses the amount entered here (such as salary.)

Setting Up the Auto Earning

1. Employee field: Enter a valid employee number for which the automatic earnings are to be calculated.

2. Earnings Code field: Enter a valid earnings code.

3. Seq# field: Enter a sequence number (typically 1.) Sequence numbers can be used to keep entries unique within an employee allowing for multiple distributions per earnings code.

4. Payment Seq# field: Enter a payment sequence number if you want these earnings posted only to a specific payment sequence in each pay period. For example, a value here can be used to direct salary to Pay Seq #1 or direct an auto allowance to another Pay Seq to be paid on a separate check. Leave this field blank if all pay sequences in a pay period should have these earnings calculated.

5. Department field: if you want to override the employee's standard department for these earnings, enter a valid department.

6. Ins Code field: Enter a valid insurance code if you want an insurance code posted with these earnings.

7. Craft field: Enter a valid Craft code if you want these earnings posted to a Craft.

8. Class field: This field is disabled if the Craft field is left blank and required if a Craft is entered.

9. JC Co # field: Enter a Job Cost Company number if you want these earnings posted to a job.

10. Job field: If posting these earnings to a job, enter the job number here. If you enter a soft-closed or hard-closed job, the status displays in red in the header. The system will only save the record if you allow posting to soft or hard-closed jobs (based on flags in JC Company Parameters.)

11. Phase field: If these earnings are posted to a job, enter a phase to post the earnings to in Job Cost.

12. GL Co# field: If job information is entered above, the GL company is based on the JC company and this field is disabled. If no job information is entered, then enter the GL company to which the earnings will be expensed. If left blank, when initializing auto earnings, the GL company specified for the employee in PR Employees is used. If no GL company is specified in PR Employees, the GL company in PR Company Parameters is used.

13. Override Pay Period's standard hours box: Check this box to override standard hours specified in PR Pay Period Control for the pay period.

14. Hours field: If you checked the box above, enter number of hours to post with these earnings. For additional earnings that are not for hours worked, enter 0.00 to avoid duplicating hours posted for this employee.

Use regular hourly rate field: Check this box to use the higher of the employee's rate, from PR Employees, or the employee's rate based on the craft/class/template hierarchy for these earnings. Rate/Amount field: Enter a rate or amount as applicable based on the method of the earnings code. Override Standard Limit field: Check this box to override the standard limit specified for this earnings code in PR Earnings Codes for this employee

    15. Frequency field: Valid Frequency Code (that will be added to PR Pay Period Control) to                     indicate when the earnings should be calculated.

Equipment Usage or Mechanic's Timecards

1. None - Select if earnings do not include equipment usage or mechanic's time.

2. Equipment Usage - Select this option if these earnings include equipment usage and are posted to a job. When selected, the Revenue Code and Usage Units fields are enabled. If using this option, the JC Co#, Job, and Phase fields above must be filled in.

3. Mechanic's Time - Select this option if these earnings include mechanic's time. This option is typically selected when charging the employee's time to equipment. When selected, the Cost Code field is enabled.

For the Equipment Usage and Mechanic's Time options:

1. EM Co# field: Enter a valid EM company number.

2. Equipment field: Enter a valid equipment code that has been set up in the EM Equipment Master to which usage revenue or mechanics' time will be recorded.

3. Revenue Code field: For the Equipment Usage option, enter a valid equipment revenue code to identify the type and rate charged to use this equipment.

4. Usage Units field: For the Equipment Usage option, enter the number of time units to post for equipment usage. 

5. Cost Code field: For the Mechanic's Time option, enter the cost code that will receive these labor costs.

NOTE:  If splitting the auto earnings to accommodate more an one job or department please prorate the salary amounts as well.