Use the form to specify effective dates for your employees' cost/pay labor category rates.
Header Information
Field | Description |
Table Number
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Enter a numeric code for the table.
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Table Name
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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.
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Currency
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If you use the Multicurrency feature, specify the currency in which a 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.
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Rate Type
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Select
Cost Rate,
Pay Rate, or
Both from the drop-down list.
- If the Payroll application 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.
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Categories Grid
Field | Description |
Categories Drop-down
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Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. On the Print Preview form, click
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 grid 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 the field, in the sequence that you want them to display.
Not all options are available on all grids.
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Insert
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Click this option to enter a category in a blank row on the grid, below the currently selected row.
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Copy
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Click this option to copy a selected row directly below its original.
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Delete
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Click this option to delete the 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.
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Category
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Select a labor category from the drop-down list.
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Description
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This column displays the description for the selected category.
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Effective Date
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Enter the effective date for this labor category rate or click
and select a date. Each category in a table can have one row without an effective date specified. You can use this row to enter a default rate, to be used when no other row has an applicable effective date.
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Reg Rate
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Enter the cost/pay rate that for this category.
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Ovt Pct
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Use this field to specify the overtime percent cost/pay rate that you want Vision to use for costing/paying overtime labor by employees in this category.
This field displays if it is enabled for Accounting or Payroll.
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Ovt-2 Pct
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Use this field to specify the secondary overtime percent cost/pay rate that you want Vision to use for costing/paying overtime labor by employees in this category.
This field displays if it is enabled for Accounting or Payroll.
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