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4.2 Employees |
  
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4.2 Employees |
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4.2.1 Reference Data
All reference data types can be accessed from the Ribbon under the "Lookup Tables" command. You can also access a specific reference directly on a form by double clicking the yellow colored fields.
4.2.2 Work Types
Work types are what identify the actual work performed, or the type of expense applied to a job. Work types are things such as Meetings, Field Surveys, Engineering Design, CAD, Annual leave, Lodging Expenses, or Travel costs.
Options for Work Types are as follows:
Code: A two to four character code. It should be something that is easily remembered and recognized.
Name: The Name should be short and specific, this helps make your timesheets more readable.
Description: A short explanation describing the work type.
Disbursement: Select 'Yes' to flag the work type as a 'Disbursement'. A disbursement is an expense that is not time related or connected to a timesheet.
Std (Standard): Selecting 'Yes' sets the default charges and cost rates of the work type as a standard disbursement. When ‘Yes’ is selected this indicates that the work type can be entered without being assigned to an employee's billing rates. For more information see 'Standard Disbursements'.
Reimbursable: Select 'Yes' for items repaid to staff for their out-of-pocket job expenses such as meals, use of personal equipment and personal vehicles, etc.
Non Chargeable: Select 'Yes' to indicate this work type is non-chargeable to a client.
4.2.3 Employee Types
The Employee Type is used to group employees within the company. These groupings can be specific, or left as general in nature as you like. Enter a description by typing it into the appropriate text box.
The Job Captain drop down indicates whether an employee group can be assigned as a Job Captain. Select 'Yes' to allow an employee assigned to this group to be assigned as a job captain in Jobs and Schedules.
Select 'No' to restrict employees of this group from being assigned as Job Captains. Selecting 'No' will make the employee group not show up as an option on the Jobs and Schedules pages.
NOTE: The Job Captain drop-down defaults to ‘Yes’ when employee types are created and when you upgrade to a new Latitude version.rsion.
4.2.4 Employee
In the Ribbon select Management and then Employee to bring up the employee form. If the form opens on an existing employee, click on the new record button ">*" in the record navigation section in the bottom left hand corner of the form. Create an employee by entering the following minimum information:
Employee Code - Any combination of letters and numbers, excluding spaces. The Code used should be memorable and identifiable as the employee, as it is used throughout Latitude.
Last Name - Employees' Surname
Position / Title - Select from the list of "Employee Types"
4.2.5 Employee Billing Rates
When creating an employee you must enter a billing rate. This billing rate will be the default amount that is charged when applying hours to a timesheet for that employee. You may override this amount if necessary. Each billing rate is composed of the following information:
Work Type - Select a work type in the drop down menu.
Units – Determine the units to apply to the work type, normally Hours (Hrs).
Cost Rate - The cost rate for the Work Type for the units selected.
Charge Rate - The charge rate for the Work Type for the units selected.
CB Code - A multi-purpose code that can be used to group work types.