Costing

This window is used to maintain the details of the costing of an employee's pay, and the location where the clock card is used.

This is also used to define the split of costing information, via the table below, between departments or accounts. For example, when an employee works for two departments, the employee's salary can be split between the two departments (e.g. Business Development = 60%; Product Development = 40%).

Set-up for this Screen

 

Screen and Field Information

This section details the various screen and field details.

 

Rules and Guidelines

  • In the search result, if there are employees with roles and with Costing included as a Role Feature, a Role column will be available and visible by default. That allows users to review and maintain employee role costing record.

  • Any Account Numbers or Department Number setup can be overridden in the Payrun, during Time Card Entry.
  • To delete a full Costing effective dated record, click the Delete button. Note that a record can only be deleted if it is not the first one. Costing splits need to add to a total of '100' or '0' to be saved.
  • The values are attached to a unique period of time to create a unique costing effective dated record.
  • Cost level 1 can no longer be changed on this screen. If an employee transfers from Level 1 to another, the functionality for this will be made available as part of the Company Transfer Wizard.
  • The information on this screen corresponds to the values entered as part of the employee Hire, and will be displayed as read-only. In case there is more than one existing effective dated record, the current effective record is displayed.
  • To create a new record, click Change, and the second level Toolbar will be displayed with the From date field automatically populated with today's date (if the record on screen is the current record) and the To date field with '31/12/9999' (or if future records exist, next record From date - 1 day) displayed as read-only. If the record being looked at is a past or future record, it will default to that record set From and To dates.

  • You may create a new future effective record by modifying the date in the From date picker to a date in the future, and changing the information in the form.

  • Once an employee is hired, a record is created for all existing employee-related screens where Effective Dating is applicable. From date is matched with the employee's Hire Date, while the To date is '31/12/9999'.

  • It is not possible to create a new effective dated record prior to the employee Hire Date.

  • Where existing files have Effective Dating added, the Effective Date will not be Mandatory in the Mapper Upload. This is to allow existing customers, with interfaces already in place, to continue to use the system without having to make changes to their interfaces.

  • Click Effective Dating for more information on the effective dating functionality.