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Setup: Workers (Employees and Subcontractor Workers), Production
Tab 1: Workers
Select 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.
Tab 2: Employee Base Rates
Select the Tab 'Employee Base Rates'. In the grid, you enter the employee's base pay rate in the Rate column. This rate is the general rate that applies to the employee's production activity.
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 an employee gets a raise, you make another entry with the date at which the raise takes effect. For example, in the screen below, there is a day rate of $190.00 effective 1/1/2003 and a rate of $200.00 for 1/1/2004. The program interprets these entries as: Pay employee YY at a rate of $190.00/Day for time between 1/1/2003 and 12/31/2003; for time on or after 1/1/2004, pay him $200.00/Day. (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 employee's loaded rate (loaded to account for benefits and overhead), instead of his direct pay rate, to calculate payroll costs.
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 your employees.
Unlike hourly pay -- where the Rate Type must be set to 'HR' -- production or activity pay allows you to create your own pay basis (rate type), meaning you can pay based on whatever basis you want. Common bases include (Day, Pick-Up Allowance, Trip, KM, Mile, etc). Contact a support representative if you would like to add a pay basis and do not see it in the pick list when you enter a rate type for this rate.
In order to pay based on units of activity or production, rate types (other than HR) must be used (for example, by Day, by Mile, by KM). The system matches the rate type entered in the pay rate grid to the units of production entered for the employee on the production slip in order to calculate pay. (Production or activity units are entered under Main Menu | Data Entry | Production Activity | Employees | Enter Slips.) If there is NO match between the rate grid and the production entries, the system will generate an error message informing you that no pay rate exists for that employee for that rate type.
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. (If you have not already set up your equipment, you must do so before proceeding.) The system uses these assignments as the default values when you fill in a time slip or production slip. For example, if worker DL is assigned to unit DL100, then when you click on DL in the time or production slip form, it 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.
