Cost Pay Labor Rate Tables Form

Use the Cost/Pay Labor Rate Tables form to set up one or more tables that specify labor cost or pay rates for employees in your firm. If Vision Payroll is not installed, this form is titled "Cost Labor Rate Tables."

A table will not work unless it lists at least one employee. Each employee in a labor rate table can have one row that does not specify an effective date; you can use this row to indicate a default rate to use if no other row has an applicable effective date.

Depending on the rate type that you specify for a table, the table displays in the corresponding Rate Table drop-down list when you enter From Labor Rate Table in the Cost Method or Pay Method fields in the Cost and Pay Rates section of the Time tab in the Employees Info Center.

To use this form, you must have access to the effective dates feature in Accounting (cost), Payroll (pay), or both.

Location

To display the form, complete the following step:

From the Vision Navigation menu, click  Accounting > Cost/Pay Rate Tables > Labor Rates.

Contents

Toolbar Options

Field Description
Save Click this option to save your modifications to the form.
New Click this option to open a drop-down menu and select one of the following options to create a new labor rate table:
  • New Labor/Cost Pay Rate Table
  • Copy Current Labor/Cost Pay Rate Table
  • Select Labor Cost/ Pay Rate Table to Copy
Delete Labor Cost/Pay Rate Table Click this option to delete the table that currently displays on the form.

When you delete a table, it is permanently removed from the Vision database. After you save the deletion, you cannot undo it.

Print Click this option to open a drop-down menu of options to print the Cost/Pay Rate Table List.
Help Click this option to display the Vision online help topic for the Cost/Pay Labor Category Tables form.

Header Information

Field Description
Table Number Enter a numeric code for the table.
Table Name Enter a descriptive name to identify the table.

For easier identification in lookup lists:

  • Use as general a name as possible. For example, if you define a labor rate table because the project is located in Philadelphia, consider naming the table "Philadelphia" rather than naming it after the project or client.
  • If you maintain both a cost and a pay rate table for the same projects or scenarios, consider including "cost" or "pay" in each table's table name.
Currency If you use the Multicurrency feature, select the currency in which the table's rates are displayed. This is typically the currency in which employees are paid at the location for which the table is used. The currency must match the functional currency of the employee's owning organization for the table to be available for the employee in the Employee Info Center.
Rate Type Select Cost Rate, Pay Rate, or Both from the drop-down list.
  • If the Payroll module is not installed, you must select Cost Rate.
  • Regardless of the rate type that you enter here, any table that is defined on this form displays in the Search lookup list.

Labor Rate Grid

Field Description
Drop-down Click the drop-down arrow on a grid header to complete any of the following actions:
  • To print grid data, click Print. When the Print Preview form displays, click File > Print to send the grid data to your default printer.
  • To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally.
  • To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display.

Not all options are available on all grids.

Lookup/Insert Click this option to open the Employee Lookup and add multiple employees to the labor rate table at one time.

To select multiple employees, click an employee in the list to highlight it; then press CTRL on your keyboard and click another employee in the list. Click as many employees in the list as you need.

After you choose employees and click Select, a Setup Effective Date dialog box displays. If you enter a date in the Effective Date field in this dialog box, Vision populates the Effective Date column for all the selected employees. You can close the dialog box and not enter an effective date; instead you can enter an effective date for each employee on the labor rate grid.

Insert Click this option to enter an employee in a blank row on the grid, below the currently selected row.
Copy Click this option to copy a selected row directly below its original.
Delete Click this option to delete a selected row from the table.

When you delete a row, it is permanently removed from the Vision database. After you save the deletion, you cannot undo it.

Employee The employee's number displays in this field. A labor rate table works only if it has at least one employee.
Name This field displays the employee's name.
Effective Date Enter the effective date for this labor cost/pay rate or click and select the date.

Each employee listed in a table can have one row on which the Effective Date is blank. You can use this row to enter a default rate that is used when no other row has an applicable effective date.

Vision uses the value in this field and other Accounting or Payroll setup information to determine whether or not to apply this labor cost/pay rate to the employee's timesheet detail.

Reg Rate Enter the cost/pay rate for this employee.

For your reference, this field originally displays the employee's job cost rate/pay rate, as entered in the Employee Info Center. Deltek recommends that you compare the Employee Info Center rate with the rate that you plan to enter to reduce the possibility of error.

Ovt Pct Enter the overtime percent cost/pay rate to use for costing/paying the employee's overtime labor when this table is specified for a project.

This field displays if it is enabled for Accounting or Payroll. The employee's job cost/pay rate overtime percentage rate displays here by default.

Ovt-2 Pct Enter the secondary overtime percent cost/pay rate that you to use for costing/paying the employee's secondary overtime labor when this table is specified for a project.

This field displays if it is enabled for Accounting or Payroll. The employee's job cost/pay rate secondary overtime percentage rate displays here by default.