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Frank Gambino

Ross Hockstedler

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For the intro below, I reused some of the content from your 3. Adjust Hours and Rate page.

Part of maintaining your budget includes adding hours ing may include the need to adding adjust your system generated hours hours and rates adjustments for jobs forone, or manyjobs. Hours adjustments are typically used to reduce hours for reasons such as vacation, holiday, or attrition. However, there are times when you might want to add hours because there is a certain level of uncertainty in the accuracy of the long term forecast. You use rate adjustments to make adjustments to the rate of pay that is being applied during a day or date range. The most common reasons for these adjustments are to apply a departmental pay raise or to account for days when additional premiums might apply due to special circumstances.  

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#FieldDescriptionNotes
1





Controls

Save

Saves changes to the screen. 
Related Tasks

Opens a drop-down menu with the following options:

 
JobsField that displays the jobs or operation codes shown on the screen.READ-ONLY.

Filter

Opens the Select Jobs or Ops-codes dialog box where you select which jobs or operation codes are displayed on the screen. 
Display

Drop-down menu to select:

  • All (Hours, Rates, and Costs)
  • Hours
  • Rates
  • Costs
 
PeriodDrop-down menu to select days of the month.This option appears only if the Daily tab is selected
2



Tabs
AnnualAdjustments and totals panes display information for the financial year. 
QuarterAdjustments and totals panes display information for the quarter. 
PeriodAdjustments and totals panes display information for the period.Period is the default view for the Adjust Hours and Rates screen.
DailyAdjustments and totals panes display information for each day in the selected period. 
 Adjustments Pane
3Time frameIndicates which tab/view is selected.READ-ONLY.
4Hours and rates

Displays the following information for each job:

  • Projected Hours—System-generated hours for the employee.
  • Net Hours—Projected Hours +/− adjustments.
  • Overmax (TTL)— ??  is this Overtime?  If yes, this will show the total hours defined as overtime through overtime adjustments.
  • Avg. Rate—Average rate of pay expected for employees during the selected time frame.
  • Net Rate— his is the blend of all rates Average Wage, Adjusted Rate and OT Rate (or better yet, the total dollars/ net hours)
  • OT Rate—Overtime rate of pay for the employees during the selected time frame.  This is a calculated value of the Net Rate multiplied by the system OT Premium which is set in 'Display the main system setup menu→Property→Labor/Scheduler→Overtime ZFactors→OT.
  • Costs— This is the total costs for the select job.  Net Hours multiplied by the Net Rate + OT Hours multiplied by the OT Premium (since OT Hours are part of net hours, it is only the premium portion if the OT Rate (.5 rather than 1.5).

Can you provide descriptions for the undefined terms above?

READ-ONLY.
5JobsJobs to which the adjustments are applied. These jobs correspond to your company's T&A Codes.READ-ONLY.
 Totals Pane
6Totals section

This section displays the totals for all jobs worked within the selected time frame.

Is the above statement correct?

The total column will show the totals for all job jobs selected in the filtered view by whatever your tab (Year, Quarter, Period or Date) view is selected.  The total rows will show the total for that job for the Entire Year (Annual, Quarter, Period) or Month/Period (Daily).

READ-ONLY.