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Setup: Workers (Employees and Subcontractor Workers)
Tab 1: WorkersSelect Setup | Workers | Worker Setup from the Main Menu. Workers are all those individuals who perform work for your company, whether they are employees or contract laborers employed by themselves or another company. This grid is used for both employees and contract worker setup.
In order to add a worker, click on the 'Add' button. Use this grid to enter the worker's information, such as their name, address, etc. The worker's code can either be an worker number or short acronym (e.g. the worker's initials), for data entry purposes. In order to set up a worker as an employee, you must specify the employer as your own company. In the example below, 'WP' stands for White Pine Logging -- a hypothetical logging company.
For subcontractor workers, you enter the subcontractor company in the 'Employer' column. You enter subcontractors under Setup | Vendors. Notice, for example, that James Davenport is a contract worker employed by a company called STJOE.
Select the Tab 'Worker Base Rates.' In the grid, you enter the worker's base pay rate in the Rate column. This rate is the general rate that applies to the employee's time.
The tab
'Employee Base Rates'. does not apply to non-employee workers in
The Logger's
Edge
versions prior to 4.3. Rather, pay rates for non-employee contractors are
set up in a payment contract for versions prior to 4.3. If you have a
The Logger's
Edge
version that is 4.3.0 or later (4.4.x, etc), you can set up your
non-employee worker rates here in the pay rate grid and skip the step of setting
up a payment contract.
You set the effective date for the rate -- the date at which the employee starts to be paid at the rate. If a worker gets a raise, you would make another entry with the date at which time the raise would take effect. For example, in the screen below, there is a rate of $20.00 effective 1/1/2003 and a rate of $21.00 for 1/1/2004. The Logger's Edge interprets these entries as: Pay worker DL at a rate of $20.00/Hr for time between 1/1/2003 and 12/31/2003; for time on or after 1/1/2004, pay him $21.00/Hr. (For time entries prior to 1/1/2003, the system will generate an error message informing you that no pay rate exists.)
The Loaded Rate is used in costing reports that rely on the worker's loaded rate, instead of his direct pay rate, to calculate payroll costs. The loaded rate reflects an worker's benefits, taxes and overhead allocations and is intended to reflect the full cost of employing a worker.
The Charge Out Rate is used when you need to bill time to customers. It is the rate you charge your customers -- not what you pay the worker.
The Rate Type must be set to 'HR' in order to pay people by the hour. Other rate types are available (for example, by Day). If your rate entry is not tagged as 'HR' and you are trying to pay an hourly time slip, the system will generate an error message for time entries informing you that no pay rate exists.
If your rates are based on the
activity performed rather than the employee performing the work, talk to a
support representative. We can add another column to this rate grid for
the Pay Activity, and you can then set rates for ALL workers for a given
activity, rather than setting rates by worker as shown in the example above.
If your rates
vary depending on the equipment that the worker operates, the equipment unit can
be added into the base rates grid (as of Version 4.4). Contact a Caribou
Support representative if you need this capability.
Tab 3: Equipment Assignments
Select the Tab 'Equipment Assignments'. In the grid, you enter your workers and the equipment unit to which they have been assigned. The system uses these assignments as the default values when you fill in a time slip. For example, if worker DL is assigned to unit DL100, then when you click on DL in the time slip form, The Logger's Edge will auto-select the unit DL100 for his equipment unit. You are not tied to this selection, but can change it to another piece of equipment -- the assignment merely acts as a default to speed up data entry. (If you have not yet set up your equipment, you can do so under Setup | Equipment / Trucks | Equipment | Unit Numbers.
