[PR] Setting up Automatic Earnings

Automatic Earnings let you generate recurring timecard entries automatically instead of entering them manually (e.g., salaried earnings).

Types of Earnings Calculation:

• Rate per hour: Based on hours worked or standard hours in the pay period.

• Rate of gross: Based on total earnings already posted.

• Rate per day: Based on days worked or standard days in the pay period.

• Flat amount: Use a fixed amount, like a salary.

Setting Up Auto Earnings:

1. Employee: Enter the employee number.

2. Earnings Code: Enter a valid code.

3. Sequence #: Enter a sequence number to keep entries unique (usually 1).

4. Payment Seq #: Optional; direct earnings to a specific payment sequence.

5. Department: Optional; override employee’s default department.

6. Ins Code, Craft, Class: Optional; assign insurance or craft/class codes.

7. JC Co#, Job, Phase: Optional; assign earnings to a job and phase.

8. GL Co#: Optional; specify the general ledger company if not tied to a job.

9. Override Standard Hours: Check to post a custom number of hours.

10. Use Regular Hourly Rate: Check to use the higher of employee’s rate or craft/class rate.

11. Rate/Amount: Enter applicable rate or amount.

12. Override Standard Limit: Check to bypass limits set in the earnings code.

13. Frequency: Choose how often earnings should be calculated.

Equipment Usage or Mechanic’s Time:

• None: Earnings don’t include equipment or mechanic time.

• Equipment Usage: Track equipment usage for a job (requires JC Co#, Job, Phase). Enter Equipment, Revenue Code, and Usage Units.

• Mechanic’s Time: Track mechanic labor for equipment. Enter Equipment and Cost Code.

Note:

• When splitting auto earnings across multiple jobs or departments, prorate salary amounts accordingly.