Field Definitions: JC Fixed Rate Template Form

The following is a list of field descriptions for the JC Fixed Rate Template form. Many of the descriptions include links to other topics that provide additional information about or related to the topic.

Rate Template

Enter a number (1-9999) to identify this fixed rate template.

 

 

JC Fixed Rate Template

Description

Enter a description of this fixed rate template, up to 30 characters.

 

 

JC Fixed Rate Template

Effective Date

Enter the effective date for the new rates defined on this template. Job timecards with a date that falls on or after this date will use the ‘new’ rates; timecards with a date prior to this date will use the ‘old’ rate.

 

 

JC Fixed Rate Template

Sequence

Enter N, New, or + to add a new sequence. The system will automatically assign the next available sequential number.

 

 

JC Revenue Adjustments

PR Co

Required.

Enter a valid Payroll company for this rate detail line.

 

 

JC Fixed Rate Template

Craft

If restricting by craft, enter the craft (from PR Crafts) to which the fixed rate applies. Only timecards posted to this craft and meeting all other criteria will use the ‘old’ or ‘new’ rate specified to the right.

Note: Entry in this field is required if you are restricting by Class.  

JC Fixed Rate Template

Class

If restricting by class, enter the class to which the fixed rate applies. Only timecards posted to this class and meeting all other criteria will use the ‘old’ or ‘new’ rate specified to the right.

Note: If restricting by class, you must also specify a craft (previous field).

 

 

 

JC Fixed Rate Template

Shift

If restricting by shift, enter the shift to which the fixed rate applies. Only timecards posted to this shift and meeting all other criteria will use the ‘old’ or ‘new’ rate specified to the right.

 

 

JC Fixed Rate Template

Earn Factor

If restricting by earnings factor, enter the earnings factor to which the fixed rate applies. Only timecards posted to this earnings factor and meeting all other criteria will use the ‘old’ or ‘new’ rate specified to the right.

 

 

JC Fixed Rate Template

Employee

If restricting by employee, enter the employee to which the fixed rate applies. Only timecards posted to this employee and meeting all other criteria will use the ‘old’ or ‘new’ rate specified to the right.

 

 

JC Fixed Rate Template

Old Rate

Enter the old rate for this template detail sequence. Timecards posted with a date prior to the Effective Date specified for the template (on the Info tab) will use this rate.

 

 

JC Fixed Rate Template

 

New Rate

Enter the new rate for this template detail sequence. Timecards posted with a date on or after the Effective Date specified for the template (on the Info tab) will use this rate.

 

 

JC Fixed Rate Template

Notes

Use this tab to enter any miscellaneous information about this item.

The space allowance is virtually unlimited.

Spelling Check

Click the Spelling icon on the toolbar or select Tools > Spelling to spell check the text in this field.

Add a Standard Note

Standard notes allow you to insert frequently used text into some fields in the application. This text is created and maintained using the HQ Standard Note form.

To insert a standard note into the field, right click the mouse while focus is in the field and select Standard Notes from the shortcut menu, which opens the Standard Note Copy window. Then enter the standard note to copy (or select from F4 lookup) and click OK. The system inserts the selected note into the field.