Employees should be set up in the People screen. The The setup for a 'Super user' is predefined and may be used by changing the name.
Profit Centre Maintenance
Profit Centres are used for:
...
They should be added to Profit Centre Groups Groups
Profit Centre Group Maintenance
Profit Centres Groups are allocated to Employees to control which Jobs the Employee has access to.
Charge Types
Charge Types are used to determine the rules for invoicing of jobs.
Default Charge Types are provided. These should be edited / added to once the user has an understanding of the billing processes to be used
Invoice Types
Invoice Types define the invoice print format options. Each job has a default Invoice Type allocated to it in Jobs Maintenance.
Work Centres
Invoice Types define the invoice print format options. Each job has a default Invoice Type allocated to it in Jobs
Sales Codes
Sales Codes are predefined in the database provided, but can be changed or added to. At minimum GL Codes must be added for GL integration
Activity Codes
Activity Codes will be totally dependent on the nature of the business. A small number are provided as simple examples
Employee Details
EMPLOYEE DETAILS
Job / Acct Manager
Used to filter list of employees on this field in the Job / Acct Manager drop down fields
PO Approver
Used to filter the list of employees on this field in PO Approver drop down fields.
PO Approval Limit
Sets the maximum value of the Purchase Order that an employee can approve.
Employee Number
Required number, which should be consistent with any Payroll numbers being used
Profit Centre
- Employees must belong to valid Profit Centres.
- Labour Productivity reports are sorted by these Profit Centres.
- The Labour Journal will credit the Employee Profit Centre and Debit the Job Profit Centre with the value of hours entered on Timesheets.
Employee Class
Specifies how employee hours are costed and priced.
Activity Group
Used to filter the Activity Codes on the Personal Timesheet Entry.
Timesheet Group
Select the required code if Timesheet Groups are used for Timesheet Approval rather than Profit Centres.
Start/Finish Date
Used for reporting purposes.
Hours
Used in Productivity Reporting.
Default Activity/Job
Specify a Job and Activity that will default during Timesheet entry.
EMPLOYEE CLASS
- Every Employee must have an Employee Class.
- Employee Classes define the basis for the standard Costing of time transactions and the default Selling Rates for time transactions for all Employees with that Employee Class.
- This provides a standard costing regime where employees on similar wage rates will be setup in the same Employee Class and a standard Cost and Sell rate applied irrespective of the number of hours worked.
Note: There are no Costing and Selling Rates on the Employee's People Table.
There will always be discussion required to determine the values and GL Codes to be used in the setup of Employee Classes.
It is suggested you initially set up all Employees with the default Employee Class provided, and change them to appropriate Employee Classes later.
An extended version of this function is available if through Time Codes if you wish to apply variable costing rates to take account of overtime etc. This option requires an alternative costing rate to requires a Time Code to be selected as part of the Timesheet line entry. See
the manual 03.01 Workbench Timesheets for full details on Employee Classes.
Activity Group
Used to filter the Activity Codes on the Personal Timesheet Entry.
Timesheet Group
Select the required code if Timesheet Groups are used for Timesheet Approval rather than Profit Centres.
Start/Finish Date
Used for reporting purposes.
Hours
Used in Productivity Reporting.
Default Activity/Job
Specify a Job and Activity that will default during Timesheet entry.
Licencing Tab
User Licenced for the following:
A check is displayed in the checkbox next to the options that the user is licenced to use.
Admin Functions
ADMIN FUNCTIONS
This displays the Admin Function permissions the user has, The Admin Function Security Groups included are shown in the left hand column, to the left of this the specific functions granted are shown. The Admin Function Security Groups not included are shown on the right hand side of the screen.
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