Insurance By Phase/SM Work Order

The Insurance Based on Phase or SM Work Order Scope option controls the insurance code default when entering timecards.

If you check this option, timecards posted to a job will default the insurance code based on the job’s insurance template and phase. Timecards posted to a service work order will default the insurance code from the work order scope. If this option is left unchecked, then the employee’s standard insurance code is used.