This field displays the date on which a salary change becomes effective. The Manage Timesheets screen compares the timesheet date to the effective date entered here to determine which record in this table is used to calculate labor costs on the timesheet. The format for dates is MM/DD/YYYY. This field is required.

When you enter a new salary record for an employee, Costpoint displays a message asking if you would like the Effective Date to update the review date on the HR Data tab of the Manage Employee Information screen. Click OK and enter the Effective Date on which the employee's new rate information becomes active. Costpoint updates the Last and Next review date fields based on this entry.

If you use the Update Employee Salary Based on Review screen, Costpoint automatically creates a new line with the new effective date.

This non-editable field defaults to 12/31/2078 for the current line. When you enter a new line, Costpoint updates the end date for the previous line with the last day before the start date of the current line when you save the record.

Enter the number of hours that this employee is expected to work this year. The amount entered in the Number of Work Hours in the Year on the Configure Labor Settings screen defaults into this field. When entering information for an employee, you can either accept the default or override the hours used for calculation. Alternatively, you can enter a zero on the Configure Labor Settings screen to allow entry on an employee-by-employee basis in this field.

If you use the Update Employee Salary Based on Review screen, Costpoint automatically defaults the previously entered value for this field.

Enter the hourly rate of pay for this employee in this required field. You can enter up to four digits to the right of the decimal.

• If you enter the hourly rate in this field, Costpoint automatically calculates and displays the Payroll Salary rate and Annual rate amounts. 
• If the employee is assigned to a Pay Cycle on the Manage Employee Taxes screen, the Payroll Salary and Annual rates are based on the payroll frequency. 
• If you do not assign a Pay Cycle to the employee on the Employee Taxes screen, the Payroll Salary and Annual rates are based on the Frequency and Default Auto-Adjust % of the timesheet cycle established on the Manage Timesheet Periods screen and assigned to the employee.
• If you change the existing hourly rate, Costpoint displays a message asking if you want to have Costpoint recalculate the Payroll Salary and Annual amounts.
• If you are licensed for Costpoint Human Resources and leave this field (and the Payroll Salary and Annual fields) blank, you can have these fields automatically calculated based upon the detail job title, compensation plan, and rating that you enter.
• If you use the Update Employee Salary Based on Review screen, Costpoint automatically defaults to the previously entered value for this field.

Enter the employee's salary amount for the employee's pay period in this required field. This field is required for the Auto-Adjust feature on the Manage Timesheets screen.

• If you enter a new salary amount, Costpoint automatically calculates and displays the Hourly rate and Annual rate amounts.
• If you make any changes to the existing salary rate, Costpoint displays a message asking if you want Costpoint to recalculate the Hourly and Annual amounts.
• If you use the Update Employee Salary Based on Review screen, Costpoint automatically defaults to the previously entered value for this field.

Enter the employee's annual amount of pay in this required field.

• If you enter a new amount in the Annual field, Costpoint automatically calculates and displays the Hourly rate and Payroll Salary rate amounts.
• If you make any changes to the existing Annual field, Costpoint displays a message asking if you want Costpoint to recalculate the Hourly and Payroll Salary amounts.
• If you use the Update Employee Salary Based on Review screen, Costpoint automatically defaults to the previously entered value for this field.

Costpoint calculates the percentage of increase from the previous Hourly rate and the new Hourly rate. This is a non-editable field.

The previous record's Hourly rate is always used. Consequently, if you are initializing history and enter records in out-of-date sequence, you cannot see the correct percentages until you save this record. If you use the Update Employee Salary Based on Review screen, Costpoint automatically defaults to the previously entered value for this field.

Enter the estimated number of hours per year that this employee is expected to work. This is for informational purposes only, unless you are using the Use Standard Rates feature, as determined by your selection on the Configure Labor Settings screen. If you use the Update Employee Salary Based on Review screen, Costpoint automatically defaults to the previously entered value for this field.

Costpoint calculates this non-editable field by dividing the employee's Annual rate amount by the employee's Estimated Annual Hours. Costpoint recalculates the rate automatically if the Estimated Annual Hours field is greater than zero and the Annual rate changes. The effective rate is used on the timesheet only if you have enabled the Use Standard Rates feature. If you use the Update Employee Salary Based on Review screen, Costpoint automatically defaults to the previously entered value for this field.

Enter, or click to select, the employee's class code. Establish employee classes on the Manage Employee Class Codes screen. This is an optional field. If you use the Update Employee Salary Based on Review screen, Costpoint automatically defaults the previously entered value for this field.

From the drop-down list, select the employee type. Valid options are:

• Part Time
• Regular
• Temporary

Normally, part time and temporary employees have the FLSA Exempt checkbox cleared (non-exempt). This is a required field. If you use the Update Employee Salary Based on Review screen, Costpoint automatically defaults to the previously entered value for this field.

From the drop-down list, select the classification of the employee. Valid options are:

• Hourly: The employee is paid on an hourly basis. The employee's labor cost always reflects the number of hours worked multiplied by the hourly rate of pay. Hourly employees can charge overtime pay types and the labor costs reflect this.
• Salaried Fixed Hours: The employee is paid the same amount each pay period, regardless of the number of hours worked. Employees in this category cannot charge overtime pay types unless you selected the Allow Overtime for Salaried, FLSA Exempt Employees checkbox on the Overtime Settings subtask of the Configure Labor Settings screen and the pay type being charged has the Salaried checkbox selected in the Employee Eligibility group box on the Manage Pay Types screen.
• Salaried Fluctuating Hours: The employee is paid a salary, but the number of hours worked in a week fluctuates; the salary amount is affected by the number of hours worked. If the employee is not exempt from FLSA, overtime is paid for hours worked in excess of 40 hours per week, at one and one-half times the basic rate.

If you use the Update Employee Salary Based on Review screen, Costpoint automatically defaults to the previously entered value for this field.

If you want an employee's job duties to determine an employee’s eligibility for FLSA exemption, make the appropriate selection from the Job Duties Qualify for FLSA Exemption drop-down list on the Manage Detail Job Titles screen. If you want the employee's eligibility for FLSA exemption to be determined by salary, set the Annual Exemption Basis option on the Corporate Labor Settings subtask of the Configure Labor Settings screen.

If you use the Update Employee Salary Based on Review screen, Costpoint automatically defaults to the previously entered value for these options.

Select this checkbox if the employee is a seasonal worker. Tracking of seasonal employees may be required in the state(s) to which you report quarterly SUTA (State Unemployment Tax Authority) tax data.

Select this checkbox if the employee schedule cannot be definitively known in advance as of the date of hire.

Enter, or click to select, the detail job title code for this employee. This required field is validated against the Detail Job Title table. The description of the detail job title you specify displays in the field on the right. If you are not using Costpoint Human Resources, this field is not available. If you use the Update Employee Salary Based on Review screen, Costpoint automatically defaults to the previously entered value for this field.

Select this checkbox if the employee is a corporate officer. After you populate the Detail Job Title field, this checkbox defaults with the setting from the Detail Job Titles screen and can be changed for each individual employee.

Enter, or click to select, the employee ID of this employee's manager. If you are licensed for Costpoint Human Resources, Costpoint validates this field against the Managers\HR Rep by Org table in Costpoint Personnel. If you are not licensed for Costpoint Human Resources, Costpoint validates this field against the Employee table. 

This is a required field. The name of the manager displays in the adjacent field.

This field allows you to enter/select managers from other companies if Allow HR Org Manager/Rep from Other Companies checkbox is selected on Configure System Settings screen.

Enter, or click to select, the employee ID of the employee's supervisor. If you are not licensed for Costpoint HR, the Lookup results will display all employee IDs.

If you are licensed for Costpoint HR, the look up results will display the following based on the corresponding setup:

Enter, or click to select, the labor group or union to which this employee belongs. The labor group/union entered in this field displays as the default in the Timesheet header.

If you use the Update Employee Salary Based on Review screen, Costpoint automatically defaults to the previously entered value for this field.

The label for this field depends on whether or not the Enable Union Functionality checkbox is selected in the Configure Labor Settings screen:

• If the checkbox is not selected, this field is labeled Labor Group.
• If the checkbox is selected, this field is labeled Union.

Enter, or click to select, the code for the labor location or union local to which the employee belongs. If you are licensed for Costpoint Human Resources and have linked the labor location to an affirmative action plan (on the Assign Labor Locations subtask of the Manage Affirmative Action Plans screen), this employee is automatically assigned to that plan. When you populate this field, the Affirmative Action Plan code (on the HR Info tab) defaults based on the settings on the Assign Labor Locations subtask. 

If you use the Update Employee Salary Based on Review screen, Costpoint automatically defaults to the previously entered value for this field.

The label for this field depends on whether or not the Enable Union Functionality checkbox is selected on the Configure Labor Settings screen:

• If the checkbox is not selected, this field is labeled Labor Location.
• If the checkbox is selected, this field is labeled Local.

Enter, or click to select, the General Labor Category (GLC) to which this employee is normally assigned.

If you use the Update Employee Salary Based on Review screen, Costpoint automatically creates a new line and defaults to the previous line's value for this field.

This field is used as a level of defaulting for GLCs during timesheet entry. Costpoint determines the default GLC for timesheet entry based on the following order—from the 1st level to the 6th level.

• 1st Level: The GLC field value in the Defaults group box of the Manage Employee Project Timesheet Defaults screen
• 2nd Level: The GLC field value in the Defaults group box of the Manage Employee Proj-Acct-Group Timesheet Defaults screen
• 3rd Level: The GLC field value in the Defaults group box of the Manage Labor-Group Proj-Acct-Group Timesheet Defaults screen
• 4th Level: The GLC field value in the Defaults group box of the Manage Project Timesheet Defaults screen
• 5th Level: The GLC field value in the Timesheet Defaults tab of the Manage Employee Information screen
• 6th Level: The GLC field value on the Salary Info tab of the Manage Employee Salary Information screen

For example, if a GLC exists in both 1st and 3rd levels, Costpoint uses the GLC in the 1st level as the default for timesheet entry.

Enter, or click to select, the Project Labor Category (PLC) to which this employee is normally assigned. This is an optional field.

This field is used as a level of defaulting for PLCs during timesheet entry. Costpoint determines the default PLC for timesheet entry based on the following order—from the 1st level to the 8th level.

• 1st Level: The default PLC assigned on the Assign PLC to Employee Work Force subtask of the Manage Employee Work Force screen
• 2nd Level: The PLC field value on the Defaults group box on the Manage Employee Project Timesheet Defaults screen
• 3rd Level: The PLC field value on the Defaults group box on the Manage Employee Proj-Acct-Group Timesheet Defaults screen
• 4th Level: The PLC field value on the Defaults group box on the Manage Labor-Group Proj-Acct-Group Timesheet Defaults screen
• 5th Level: The PLC field value on the Defaults group box on the Manage Project Timesheet Defaults screen
• 6th Level: The PLC field value on the Salary Info tab of the Manage Employee Salary Information screen
• 7th Level: The PLC on the Link GLC to Project PLC subtask of the Link Project Labor Categories to Projects screen
• 8th Level: The PLC Code value on the Manage General Labor Categories screen

For example, if a PLC exists in both 1st and 3rd levels, Costpoint uses the PLC in the 1st level as the default for timesheet entry.

Enter, or click to select, the state in which overtime is applicable for this employee.

Enter, or click to select, the organization to which this employee is normally assigned. Costpoint validates this organization against the organizations established on the Manage Organization Elements screen.

If you use the Update Employee Salary Based on Review screen, Costpoint automatically defaults to the previously entered value for this field.

This field is used as a level of defaulting for organizations during timesheet entry. Costpoint determines the default organization for timesheet entry based on the following order—from the 1st level to the 6th level.

• 1st Level: The Organization field value in the Defaults group box of the Manage Employee Project Timesheet Defaults screen
• 2nd Level: The Organization field value in the Defaults group box of the Manage Employee Proj-Acct-Group Timesheet Defaults screen
• 3rd Level: The Organization field value in the Defaults group box of the Manage Labor-Group Proj-Acct-Group Timesheet Defaults screen
• 4th Level: The Organization field value in the Defaults group box of the Manage Project Timesheet Defaults screen
• 5th Level: The Organization field value in the Timesheet Defaults tab of the Manage Employee Information screen
• 6th Level: The Home Organization field value on the Salary Info tab of the Manage Employee Salary Information screen

For example, if an organization exists in both 1st and 3rd levels, Costpoint uses the organization in the 1st level as the default for timesheet entry.

Enter, or click to select, the security organization to which this employee is assigned. This field is required. When you specify an organization in the Home Org field, that organization displays by default in this editable field. Costpoint validates the organization against the Organization table.

Enter, or click to select, the HR organization to which this employee is assigned. This field is optional and only available if your company is licensed for HR (Human Resources). The lookup results in this field come from the records on the Manage Managers/HR Reps by HR Organization screen from all companies provided that the HR organization is active.

Enter, or click to select, up to three personnel action codes for the record you are entering. The description displays in the field to the right.

These codes are validated against the Personnel Action table. If you use the Update Employee Salary Based on Review screen, Costpoint automatically defaults the previously entered value for these fields.

If you are licensed for Costpoint Human Resources, the description of the personnel action displays in the fields on the right. If you are not using Costpoint Human Resources, these fields are not available.

Enter the Time Collection timesheet schedule value to be exported via the Export Data to Deltek Time & Expense screen. Timesheet schedules provide the starting and ending dates for timesheets and provide the scope of a specific period. In Deltek Time Collection, timesheets are signed and approved according to the timesheet schedules (such as weekly or monthly).

If you are not licensed for Costpoint Electronic Timesheet, Costpoint Time Collection, or Deltek Time & Expense — or if you select None as the setting for the Version option on the Corporate Labor Settings subtask of the Configure Labor Settings screen — this field is disabled.

Enter, or click to select, a work schedule to assign to this employee. This work schedule takes precedence over the work schedule assigned to your company in the Configure Labor Settings screen.

If you are using reference numbers, enter, or click to select, the reference number 1.

If you are using reference numbers, enter, or click to select, the reference number 2.

Enter, or click to select, the rate group code to be used for this employee’s timesheet transactions. These rate groups identify the source of exchange rate data. Create and maintain the rate group codes on the Manage Exchange Rate Groups screen. The field on the right displays the rate group name.

This field displays only if the Enable Multicurrency Functionality checkbox is selected in the Configure Labor Settings screen.

Enter, or click to select, one of the currency codes that appear in the Transaction Currencies table. This currency serves as the currency for the employee’s labor and leave transactions. If you select no default timesheet currency for this employee, the default for this employee’s timesheet comes from the Configure Multicurrency Settings screen. The field on the right displays the currency name for the timesheet currency.

This field displays only if the Enable Multicurrency Functionality checkbox is selected in the Configure Labor Settings screen.