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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 and rates adjustments for jobs. 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.  

The above paragraph is still in draft form. Any comments, corrections, or suggestions?

Accessing the Adjust Hours and Rates screen

  1. In the toolbar, click the Main Menu icon (  ).
  2. From the drop-down list, under the Financial section, select Budgeting.
    The Budgeting screen appears in a separate tab.
    For more information, see Budgeting.
  3. In the Adjust Hours and Rates row, click Update.
    The Hours and Rates screen appears.

The Adjust Hours and Rates screen

The Adjust Hours and Rates screen displays hours and rates for jobs in your property. On this screen, you can do the following:

Fields and controls on the Adjust Hours and Rates screen 

* Personally identifiable information has been obscured or altered in the above image.

#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)—
  • Avg. Rate—Average rate of pay expected for employees during the selected time frame.
  • Net Rate—
  • OT Rate—Overtime rate of pay for the employees during the selected time frame.
  • Costs—

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?

READ-ONLY.
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