Labor Rates

Form ID: (PM209900)

On this form, you can view the list of existing labor rates and modify or delete existing labor rates. You can add each needed labor rate manually or upload a list of labor rates from an Excel file.

You can use selection criteria to narrow the list of labor rates displayed on this form. You can display only the labor rates associated with a specific labor rate type, project, project task, effective date, employee, labor item, or union local—or any combination of these criteria.

Form Toolbar

The form toolbar includes only standard buttons. For the list of standard buttons, see Form Toolbar and More Menu.

Selection Area

You use the elements in this area to select the criteria of labor rates to be displayed in the table.

Element Description
Labor Rate Type

The labor rate type for which you want to view labor rates, which can be one of the following:

  • All (default)
  • Employee
  • Union Wage

    This option is available only if the Construction feature is enabled on the Enable/Disable Features (CS100000) form.

  • Prevailing Wage

    This option is available only if the Construction feature is enabled on the Enable/Disable Features form.

  • Project
  • Labor Item
Project

The project for which you want to view labor rates. If you want to see the labor rates associated with all projects, leave this box blank.

This box appears on the form if the Projects feature is enabled on the Enable/Disable Features form.

Project Task

The project task for which you want to view labor rates. If you want to see the labor rates associated with all tasks, leave this box blank.

This box appears on the form if the Projects feature is enabled on the Enable/Disable Features form.

Effective Date The effective date for which you want to view labor rates. If you select a date, the effective date of the labor rates shown in the table will be the same as or earlier than the selected date. If you want to see the labor rates associated with all effective dates, leave this box blank.
Employee The employee for which you want to view labor rates. If you want to see the labor rates associated with all employees, leave this box blank.
Labor Item The labor item for which you want to view labor rates. If you want to see the labor rates associated with all labor items, leave this box blank.
Union Local

The union local for which you want to view labor rates. If you want to see the labor rates associated with all union locals, leave this box blank.

The box appears on the form if the Construction or Payroll feature is enabled on the Enable/Disable Features form.

Table

In the table, you can view the labor rates that meet the selection criteria you have specified. You can also add a labor rate by clicking the standard toolbar button and adding the appropriate settings in the columns.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Table 1. Table Columns
Column Description
Labor Rate Type

The type of the labor rate that defines the detail level of the labor rate. The type can be one of the following options:

  • Labor Item: The labor item
  • Employee: The employee and optionally the labor item
  • Project: The project and optionally any of the following: the project task and the labor item
  • Union Wage: The union local and labor item

    This option is available only if the Construction feature is enabled on the Enable/Disable Features (CS100000) form.

  • Prevailing Wage: The project and labor item

    This option is available only if the Construction feature is enabled on the Enable/Disable Features form.

Union Local

The union local associated with the labor rate.

This column appears on the form if the Construction or Payroll feature is enabled on the Enable/Disable Features form.

Project The project associated with the labor rate.
Project Task The project task associated with the labor rate.
Employee

The identifier of the employee associated with the labor rate.

This column is available only if Employee is selected in the Labor Rate Type column; in this case, it is a required setting.

Employee Name The name of the selected employee.
Labor Item The non-stock item of the Labor type associated with the labor rate.
UOM

The unit of measure of the labor rate.

When you select a labor item, the system populates this column with the base unit of measure of the selected labor item (which should be HOUR by default).

This column is read-only and hidden by default.

Description The description of the labor rate.
Type of Employment

The type of the selected employee with regard to pay, which can be one of the following options:

  • Hourly: The employee is paid (usually weekly or biweekly) based on a rate for the hours worked.
  • Annual Non-Exempt: The employee is compensated based on his or her salary, with overtime hours paid additionally.
  • Annual Exempt: The employee is compensated based on salary, which is typically paid once or twice a month, with no additional pay for overtime hours.

As an example, suppose that an employee, whose rate is specified or calculated as $70 and whose working schedule consists of 40 regular hours per week, created a time card and reported 50 regular hours spent on a project during the week. The total amount of the project transactions generated upon the release of the time card depends on the type of employment of the employee's labor rate in the following way:

  • Hourly or Annual Non-Exempt: The total amount always equals the number of billable hours spent on the project (regardless of the earning type) multiplied by the employee’s rate—that is, 50 * $70 = $3500.
  • Annual Exempt: The total amount equals the weekly salary amount, regardless of the number of reported billable hours—that is, 40 * $70 = $2800.
Regular Hours per Week The work hours that the employee typically spends during a week on activities with the Regular Hours earning type.
Annual Rate The amount of the employee's annual salary. You can enter an annual salary amount if the Annual Non-Exempt or Annual Exempt type of employment is selected for the line.
Rate

The pay rate of the employee for the UOM of the labor rate. You can enter a rate only if the Hourly type of employment is selected for the line. For other types of employment, the rate is calculated automatically when you enter the annual salary amount.

This column appears on the form only if the Payroll feature is disabled on the Enable/Disable Features form.

Wage Rate

The pay rate of the employee for the UOM of the labor rate that the system uses when creating payroll transactions. The wage rate cannot exceed the costing rate. If you specify a wage rate that is above the costing rate, the system will automatically increase the costing rate so that the burden rate does not become negative.

This column appears on the form only if the Payroll feature is enabled on the Enable/Disable Features form.

Burden Rate

The difference between the costing rate and the wage rate. The burden rate cannot be negative.

This column appears on the form only if the Payroll feature is enabled on the Enable/Disable Features form.

Costing Rate

The pay rate of the employee for the UOM of the labor rate that the system uses when creating project transactions. The costing rate cannot be less than the wage rate.

This column appears on the form only if the Payroll feature is enabled on the Enable/Disable Features form.

Currency

The currency of the labor rate.

This column appears on the form only if the Multicurrency Accounting feature is enabled on the Enable/Disable Features form.

External Ref. Nbr. The reference number of the labor rate in an external system.
Effective Date The date when the labor rate becomes effective.