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Employees

Form ID: (EP203000)

You can use this form to create employee accounts or to view and edit existing employee accounts.

In This Topic [Hide/Show]

Back to TopForm Toolbar

The form toolbar includes standard buttons and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands can be shown as buttons on the form toolbar, as commands on the More menu, or in both places. These commands are listed in the following table in alphabetical order.

Command Description
Change ID Opens the Specify New ID dialog box, where you can specify a new ID for the employee.
Create Payroll Employee Creates a payroll record for the selected employee, links the records together and navigates to the Employee Payroll Settings (PR203000) form.
This command appears if the Payroll feature is enabled on the Enable/Disable Features (CS100000) form and the selected employee record does not have a linked payroll record.
If the Canadian Payroll feature is enabled on the Enable/Disable Features (CS100000) form, the employee may have a payroll record only if Canada is selected in the Country box in the address information specified for each of the following entities:
  • In the Address Info section of the General tab of this form
  • The company or branch to which the employee belongs, on the Companies (CS101500) or Branches (CS102000) form, respectively, in the Main Address section of the Company Details or Branch Details tab
Detach Employee Login Clears all login information and removes the login associated with the employee.
This command is available for all users who have access to this form. However, only administrators can use the User tab on this form to create a new login or manage existing logins.
Edit Payroll Employee Opens the Employee Payroll Settings (PR203000) form where you can edit payroll details of the selected employee.
This command appears if the Payroll feature is enabled on the Enable/Disable Features (CS100000) form and the selected employee record has a linked payroll record.
Generate Time Cards Opens the Generate Time Cards dialog box, where you can enter a time interval for which you want to generate multiple empty time cards (that is, released time cards with zero time reported).
You may want to use this functionality if the latest time card was generated for the employee a considerable time ago, and now you want to resume the generation of time cards, but you don’t need any time cards for the intervening time interval.
On this tab, you can generate time cards for a particular time interval only if your username, which you have used to sign in to the system, is associated with the employee or if you are the employee’s senior according to the organizational hierarchy configured on the Company Tree (EP204061) form. If you are a system administrator, you may need to be included in the top parent node of the company tree to be able to generate time cards for various employees.
Labor Cost Rates Opens the Labor Rates (PM209900) form with the employee selected in the inquiry filtering conditions.

Specify New ID Dialog Box

Element Description
Employee ID The new identifier of the employee.
This dialog box has the following button.
OK Changes the employee ID to the one you specified, and closes the dialog box.

Generate Time Cards Dialog Box

Element Description
From The start date of the time interval for which you want to generate empty time cards.
Until The end date of the time interval for which you want to generate empty time cards.
This dialog box has the following buttons.
Generate Generates released empty time cards for the specified time interval.
Cancel Closes the dialog box, and cancels the process of generating the time cards.

Back to TopAddress Lookup Dialog Box

In this dialog box, you can add a new address, update an existing address, and fill in the missing address information in a record that has address settings. You can also search for the name of the company and select the company’s address. You can click the link to view the address in a new browser tab. If the address is correct, you can click Select to fill in the boxes in the Address section of the applicable form with the company location details. The addresses you can select from the list are limited to the countries specified for the address provider.

  • If needed, you can use only a keyboard to select an address in the dialog box. When the Address Lookup dialog box has been opened, the system moves the focus to the Enter a Location box. You enter the known part of the address in the box, select the address by using the arrow keys, and press Enter. Then you can check the address and press Enter to close the dialog box.
  • You can expand the size of the Address Lookup dialog box to see the map in a larger scale by dragging the edges or corners of the dialog box.

This dialog box is available only if the Address Lookup Integration feature is enabled on the Enable/Disable Features (CS100000) form and integration with a web map service has been set up as described in Integrating Acumatica ERP with Web Map Services.

Element Description
Enter a Location A box for searching for the company’s address.
You can do the following by using this box:
  • Find a company address by a postal code if no other address details are available: If you enter the postal code into this box, the system displays the address options with the cities and country (and the state, if the country has states) that are valid for the postal code.
  • Find a full address by a street address: If you enter the street address into this box and select the address, the system will fill in the country (and the state, if applicable), city, and postal code on the form.
The web service selected as an address provider on the Site Preferences (SM200505) form searches for the information that matches your search criteria and lists all the search results below this box. You can click the needed value in the list, and the web service populates the box with this value and displays the address in the map area.
Map area The area that displays the map, which takes most of the space of the dialog box. Depending on the address provider, Google Maps or Bing Maps can be used.
In this area, you can view the existing company location. If you click the Address Lookup button, the company address is shown in the dialog box as a location on the map.
This dialog box has the following buttons.
Select Closes the dialog box and populates the current section with the address details that you have selected in this dialog box.
Cancel Closes the dialog box and cancels the selection of the company address.

Back to TopSummary Area

You use the elements in this area to create a new employee account or to select an existing employee account for viewing and updating its settings.

Element Description
Employee ID The unique identifier, which is assigned to the employee in accordance with the configuration of the EMPLOYEE segmented key.
Employee Name The name of this employee.
Status The status of the employee. The following options are available:
  • Active: The employee currently works for the company.
  • On Hold: The employee account has not yet been activated.
  • Hold Payments: Payments should be held.
  • Inactive: The employee has finished his or her work for the company.
  • One-Time: The employee is defined as a one-time employee.
 You cannot change the status of your own employee record.

Back to TopGeneral Tab

This tab contains the employee’s contact information, address, and other general settings.

Contact Info Section

Element Description
Title The courtesy title to be used for the employee: Dr., Miss, Mr., Mrs., Ms., or Prof.
First Name The first name of the employee.
Middle Name The middle name of the employee.
Last Name The last name of the employee.
Type and Phone Number The type and the phone number for the employee; you select the type (which is filled in by default) and then enter the phone number.
You select one of the following options as the type of the phone number: Business 1, Business 2, Business 3, Cell, Assistant 1, Fax, Home, or Home Fax.
There are four elements to enter phone number types and phone numbers for the employee.
Email The employee email address. Note that an email address is required when you assign a user account to an employee.
Web The website of the employee, if any.

Address Info Section

Element Description
Address Lookup A button you click to open the Address Lookup dialog box.
For the description of the dialog box, see Address Lookup Dialog Box.
This button is displayed on the form if the Address Lookup Integration feature is enabled on the Enable/Disable Features (CS100000) form and if the integration with web map services has been set up, as described in Integrating Acumatica ERP with Web Map Services.
Address Line 1 The home address of the employee.
Address Line 2 The second line of the home address (if needed).
City The city of the employee address.
Country The country of the employee address. Select the country from the list of two-letter country codes, which are defined on the Countries/States (CS204000) form.
State The state of the employee address. If a list is available, select the state from the list of states in the country you selected above. If no list is available, you can modify the list of states by using the Countries/States form.
Postal Code The postal code for the employee address.

Employee Settings Section

Element Description
Employee Ref. No. A reference number for the employee.
Employee Class The class of the employee. When you select one of the employee classes, which were defined using the Employee Classes (EP202000) form, many elements on the GL Accounts and Payment Settings tab will be filled in with the class settings.
Branch The branch or location of your organization where the employee works.If the Multiple Base Currencies feature is enabled on the Enable/Disable Features (CS100000) form, you can change current branch to a branch with a different base currency only if the employee have no documents in previous base currency.
For a branch of a company with the Without Branches type, when you click the Edit button, the system will open the company on the Companies (CS101500) form, if the Multibranch Support feature is disabled on the Enable/Disable Features (CS100000) form. If the Multibranch Support feature is enabled, the system will open the branch on the Branches (CS102000) form.
Department The department the employee works for. Select one of the departments, which are defined on the Departments (EP201500) form.
Calendar The calendar that describes the work hours of the employee and the time zone the employee works from. Select the appropriate calendar from the list of calendars, which are defined on the Work Calendar (CS209000) form. The default value is the calendar associated with the employee class.
Default Workgroup The workgroup that the system inserts by default for each new record entered on the Details tab of the Employee Time Card (EP305000) form for this employee. Only the workgroups in which the employee is included on the Company Tree (EP204061) form are available for selection.
Regular Hours Validation The extent of validation of regular work hours for this employee. The following options are available:
  • Validate: Regular work hours, which are entered on the Employee Time Card (EP305000) form, are validated. If the total number of entered regular hours does not equal the number specified in the Regular Hours per Week box on the Employee Cost tab, then you will see a corresponding warning on the Employee Time Card (EP305000) form, and you will not be able to submit the time card for approval.
  • Warning Only: Regular work hours are validated. If the total number of entered regular hours does not equal the number of regular hours per week, then you will see a warning on the Employee Time Card (EP305000) form, but you will still be able to release the time card.
  • None: Regular work hours will not be validated for this employee.
The default value is provided by the employee class you have selected.
Reports to The manager or other employee who is responsible for the employee assignments. This information can be used on assignment maps for finding a proper workgroup for approving claims, time cards, and related documents.
Salesperson The salesperson identifier of the employee, if the employee is a salesperson.
Employee Login The username to be used when the employee signs into the system.
Currency ID The currency to be used for the employee compensation payments.
Enable Currency Override A check box that indicates (if selected) that the currency may be changed for particular documents associated with the employee.
With this check box selected, Curr. Rate Type becomes a required setting.
Curr. Rate Type The currency exchange rate type to be used for the employee.
This box cannot be empty if the Enable Currency Override check box is selected.
Enable Rate Override A check box that indicates (if selected) that the currency rate type may be changed for particular documents associated with the employee.
Base Currency ID The employee’s base currency. By default, this is the base currency of the branch selected in the Branch box.The box is shown on the form if the Multiple Base Currencies feature is enabled on the Enable/Disable Features (CS100000) form.
Labor Item The non-stock item (of the Labor type) associated with the employee and used as a source of expense accounts for transactions associated with projects or contracts.
Shift Code The shift code that the system inserts by default for any new time activity or earning record entered for the employee. This shift code will not be inserted for an imported time activity that already has a different shift code specified.
This box appears only if the Shift Differential feature is enabled on the Enable/Disable Features (CS100000) form.
Union Local ID The union local associated with the employee.
This box appears only if the Construction feature is enabled on the Enable/Disable Features (CS100000) form.
Route Emails A check box that indicates (if selected) that emails intended for this employee should be routed from a system email account to the employee’s email address if the processing of incoming mail is enabled for the system email account and the Route Employee Emails check box is selected on the Email Accounts (SM204002) form. For details, see Incoming Mail Processing.
Time Card Is Required A check box that indicates (if selected) that time cards are required for this employee.
Production Employee A check box that indicates (if selected) that the labor costs of the employee are included in the manufactured items.
This element is displayed only if the Material Requirements Planning or Distribution Requirements Planning feature is enabled on the Enable/Disable Features (CS100000) form.
Staff Member in Service Management A check box that indicates (if selected) that the employee is a staff member and can be assigned to perform services on the Appointments (FS300200) and Service Orders (FS300100) forms.
This check box appears only if the Service Management feature is enabled on the Enable/Disable Features (CS100000) form.
Synchronize to Exchange A check box that indicates (if selected) that the employee account is synchronized with the Microsoft Exchange account. Synchronization is performed if the Exchange Integration feature is enabled on the Enable/Disable Features (CS100000) form, and the integration with the Microsoft Exchange Server has been configured.

Personal Info Section

Element Description
Date of Birth The employee’s date of birth.

Back to TopHistory Tab

This tab contains information about the employee’s history of employment in the company.

If the Payroll feature is enabled on the Enable/Disable Features (CS100000) form, the information on this tab is synchronized with the information on the Employment History tab of the Employee Payroll Settings (PR203000) form.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Table Columns

Column Description
Active A check box that indicates (if selected) that the employee currently holds this position.
Position The position that the employee held in the company between the start date and the end date or is currently holding if it is active and no end date is specified for it. The list of available positions is defined on the Positions (EP201000) form.
Start Date The date when the employee was appointed to this position.
Start Reason The reason the employee was appointed to this position, which can be one of the following:
  • New Hire: The employee was newly appointed to the position.
  • Rehire: The employee was rehired by the company.
  • Promotion: The employee was promoted.
  • Demotion: The employee was demoted.
  • New Skills: The employee acquired new skills.
  • Reorganization: The position resulted from reorganization that the company underwent.
  • Other: The employee’s appointment to the position occurred for some other reason.
Probation Period End Date The date when the employee’s probation period ends. By default, the system calculates this date by adding the duration of the probation period specified for the employee class on the Employee Classes (EP202000) form to the date shown in the Start Date column. You can modify or clear the date as necessary.
End Date The date when the employee was appointed to a different position or the employee’s employment in the company was terminated.
Terminated A check box that indicates (if selected) that the employee stopped working for the company.
Termination Reason The reason the employee’s employment in the company was terminated. The following options are available:
  • Retirement: The employee has retired.
  • Layoff: The employee has been laid off.
  • Terminated for Cause: The employee has been fired for a specific reason.
  • Resignation: The employee has resigned.
  • Deceased: The employee has died.
  • Medical Issues: The employee has stopped working due to medical issues.
Eligible for Rehire A check box that indicates (if selected) that the former employee is eligible for rehire.
This check box is available only if the Terminated check box is selected.

Back to TopFinancial Tab

You use this tab to specify the accounts involved in recording the employee compensation and payments. If you have selected an employee class on the General tab, these elements will initially be populated with the values specified for the class, but you can change any of the values.

GL Accounts Section

Element Description
AP Account The AP account to be used to record payments owed to the employee.
The account selected in this box should be configured as a control account for the accounts payable subledger. That is, for this account, AP should be selected in the Control Account Module column on the Chart of Accounts (GL202500) form. For more information on control accounts, see Control Accounts: General Information.
AP Sub. The corresponding subaccount.
Prepayment Account The AP account to be used to record prepayments paid to the employee.
The account selected in this box should be configured as a control account for the accounts payable subledger. That is, for this account, AP should be selected in the Control Account Module column on the Chart of Accounts (GL202500) form. For more information on control accounts, see Control Accounts: General Information.
Prepayment Sub. The corresponding subaccount.
Expense Account The account that will be used to record compensation amounts paid to the employee.
Expense Sub. The corresponding subaccount.
Sales Account The account to be used to record sales made by the employee, if applicable.
Sales Sub. The corresponding subaccount.

Financial Settings Section

Element Description
Tax Zone The applicable tax zone.
Terms The terms used as a schedule to pay salary or wages for the employee. Credit terms for scheduling payments to employees can be configured using the Credit Terms (CS206500) form.

Payment Settings Section

Element Description
Payment Method The payment method to be used by default for compensation payments. The selected payment method defines the custom columns displayed in the Payment Instructions pane.
Cash Account The cash account to be used for compensation payments.

This tab also contains a Payment Instructions pane, which provides custom columns (which depend on the Payment Method settings) for specifying the payment method details to be used to pay compensation to the employee.

Back to TopAttributes Tab

By using this tab, you can specify values of the attributes (if any) to categorize this employee. The list of attributes available on this tab depends on the attributes specified for the employee class to which the employee belongs.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Table Columns

Column Description
Attribute The attribute name.
Required A check box that indicates (if selected) that you will not be able to save changes in the employee record unless you specified an attribute value.
Value The value of the attribute specific for this employee.

Back to TopActivities Tab

This tab has a table with the list of activities, such as tasks, events, and other activities, associated with the employee. By using this tab, you can add a particular task, event, email, or some other activity to associate it with the employee.

The tab includes, in addition to the columns described below, columns (labeled with icons) that you can use to attach notes and files to the activity, see if it is completed, check its priority level, and notice whether there are associated reminders. For descriptions of these columns, see Managing Emails and Activities.

Table Toolbar

The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.

Button Description
Create Task Opens the Task (CR306020) form in a pop-up window, which you can use to create a new task.
Create Event Opens the Event (CR306030) form in a pop-up window, which you can use to create a new event.
Create Email Opens the Email Activity (CR306015) form in a pop-up window, on which you can create a new email.
Create Activity Contains a menu with commands that correspond to the list of activity types configured on the Activity Types (CR102000) form.
By clicking a menu command, you open the Activity (CR306010) form in a pop-up window, which you use to create an activity of the corresponding type. The following commands are available by default: Create Note, Create Chat, Create Escalation, Create Message, Create Phone Call, Create Teams, and Create Work Item.
To change the list of menu commands, you can add or remove activity types by using the Activity Types (CR102000) form.

Table Columns

Column Description
Type The type of the activity, which can be one of the following: Event, Task, Email, Email Response, Note, Chat, Escalation, Message, Phone Call, or Work Item.
Summary The description of the activity, which is also a link to the Activity (CR306010), Email Activity (CR306015), Event (CR306030), or Task (CR306020) form, depending on the type of the activity.
Status The status of the activity.
This column contains one of the following options: Draft, Open, Processing, Completed, Approved, Rejected, Canceled, Pending Approval, or Released .
Start Date The start date and time of the activity.
Created At The date and time when the activity was created.
Time Spent The total time spent on the activity.
Workgroup The workgroup that the activity is assigned to (if any).
Owner The name of the person whom the activity is assigned to.

The tab also has the Activity Description area below the table. The area displays the full description provided for the activity selected in the table. To edit the description, click the link in the Summary column of the activity. This opens the Activity (CR306010) form in a pop-up window; on this form, you can add a description and edit other settings corresponding to the activity.

Back to TopMailing and Printing Tab

This tab provides a table with information on mailings for which this employee is defined as a recipient. The employee can be a recipient of emails generated for multiple mailings. Mailings can be configured in such a way that the employee receives emails with electronic versions of documents of particular vendors or customers or emails of entire vendor or customer classes. For more information about mailings, see Configuring Predefined Mailings for Customers and Vendors and Mailings for Customers.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Table Columns

Column Description
Module The functional area of the system where the mailing is defined.
Source The entity, Vendor or Customer, that is the source of emails.
Mailing ID The identifier of the mailing.
Customer/Vendor Class The vendor or customer class for which the employee receives emails in accordance with the mailing.
Description The description that has been provided for the class.
Report The particular report to be used as the body of emails if the mailing uses a report rather than an email template.
Notification Template The email template to be used to generate personalized emails for this mailing, if the mailing uses a template rather than a report.
Format The format of the report, if applicable.
Bcc A check box that you select to indicate that a blind carbon copy of emails will be sent for this mailing.
Active A check box to indicate that this mailing is active for the employee.

Back to TopWorkgroups Tab

This tab provides information about the workgroups this employee belongs to.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Table Columns

Column Description
Workgroup The workgroup (on the company tree) of which this employee is a member.
Owner The employee who is the default owner of the workgroup.
Active A check box that indicates (if selected) that this employee is an active member of the workgroup.

Back to TopAssignment and Approval Maps Tab

On this tab, you can view the assignment and approval maps in which the employee is involved.

This tab appears on the form only if the Approval Workflow feature is enabled on the Enable/Disable Features (CS100000) form.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Table Columns

Column Description
Map ID The identified of the map.
Maps of the Assignment Map and Approval Map types may be displayed in this column.
Step The step of the map that includes the rule specified in the Rule column.
Rule The rule of the map according to which the employee may be assigned to process records or to approve documents.

Back to TopSkills Tab

On this tab, you can add and view the skills that the employee has.

This tab is available only if the Service Management feature is enabled on the Enable/Disable Features (CS100000) form.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Element Description
Skill ID The skill that the employee have. You can add and view the list of available skills on the Skills (FS200600) form.
Description Read-only. A description of the skill.
Driver Skill Read-only. A check box that indicates (if selected) that the skill is a driver skill.

Back to TopService Areas Tab

On this tab, you can add and view the Service Areas where the employee can perform services.

This tab is available only if the Service Management feature is enabled on the Enable/Disable Features (CS100000) form.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Element Description
Service Area ID The Service Area where the employee can perform services. You can add and view the Service Areas on the Service Areas (FS201900) form.
Description Read-only. A description of the Service Area.

Back to TopLicenses Tab

On this tab, you can add and view the licenses of the employee.

This tab is available only if the Service Management feature is enabled on the Enable/Disable Features (CS100000) form.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Element Description
License Nbr. The reference number of the license in the system.
License Type ID The type of the license.
Description Read-only. A description of the Service Area.
Issue Date The date when the license was issued.
Never Expires A check box that indicates (if selected) that the license does not have an expiration date.
Expiration Date The date when the license will expire.

Back to TopUser Tab

You can use this tab to view and edit information about the user account associated with the employee. You can create a new user account if none exists, assign roles to the existing user, and manage the user’s password. To activate, enable, disable, or unlock the user account, click the available action.

Alternatively, you can perform these actions by using the Users (SM201010) form.

User Info Tab Elements

Element Description
Status The account status. The following options are available:
  • Not Created: The selected employee is not associated with any user account.
  • Pending Activation: The new user account is awaiting activation.
  • Active: The user account is active.
  • Online: The user is signed in to the system.
  • Disabled: The user account is disabled.
  • Temporarily Locked: The user account is temporarily locked out.
User Type The user type of this user, which defines the set of roles available to the user and the creation rules of the user account.
Login The user name for authorization within the system.
Password The password the new user should use when initially signing in.
This box appears (and is required) for newly added users and is available only if you clear the Generate Password check box.
Generate Password A check box that you select to have the system generate the password automatically.
This check box appears only for newly added users. The information to sign in will be sent to the user’s email address when you save the user account.

User Info Tab Buttons

Button Description
Reset Password Brings up a dialog box to let you reset the password for the selected user.
This button becomes available after the user account has been created.
Activate User Activates the new user account if the account requires activation.
This button is available only for the user accounts with the Pending Activation status.
Enable User Enables the selected user account.
This button is available only for disabled user accounts.
Disable User Temporarily disables the selected user account.
This button is available only for enabled user accounts.
Unlock User Unlocks the selected user account. This button is available if the account has been temporarily locked.

This tab has a table that contains the list of roles assigned to the user and their descriptions. The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Table Columns

Column Description
Included A check box that you select to assign this role to the selected user.
Role Name The name that identifies the role.
Role Description The description of the role.

Back to TopCorporate Cards Tab

On this tab, you can specify the corporate cards that the employee can use for paying and claiming expenses incurred while working with a particular project or contract.

If the Multiple Base Currency feature is enabled on the Enable/Disable Features (CS100000) form, the base currency of the cash account that corresponds to corporate card must be the same as base currency of the employee. For more information on configuring multiple base currencies, see Multiple Base Currencies: General Information.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Column Description
Corporate Card ID The unique identifier assigned to the corporate card in accordance with the Corporate Card Numbering Sequence specified on the Cash Management Preferences (CA101000) form.
Name The description provided for the corporate credit card.
Card Number The number of the corporate card that the system uses for matching transactions on a bank statement. This number can be the last four digits of the card number.

Back to TopDelegates Tab

On this tab, depending on the features enabled on the Enable/Disable Features (CS100000) form, you can specify employees to whom you want to delegate the following:

  • If the Expense Management feature is enabled: Creation and adjustment of the employee’s expenses on the Expense Receipts (EP301010) and Expense Claims (EP301030) forms, employee time cards on the Employee Time Card (EP305000) form if the Advanced Financials feature is enabled, equipment time cards on the Equipment Time Card (EP308000) form if the Projects feature is enabled, and time activities on various forms in the system if the Time Management feature is enabled.
  • If the Approval Workflow feature is enabled: Approval of records during a specific period of time.

This tab appears on the form if the Expense Management or Approval Workflow feature is enabled (or both features are enabled) on the Enable/Disable Features form

This tab has a table that contains the names of the employees appointed as the employee’s delegates. The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Table Columns

Column Description
Delegation Of The option (Approvals or Expense Receipts, Claims, and Time Entries) selected in this column indicates whether the delegation rule applies to approvals or to expense receipts, expense claims, and time entries, such as time cards and time activities.
The Approvals option is available only if the Approval Workflow feature is enabled on the Enable/Disable Features form.
The Expense Receipts, Claims, and Time Entries option is available only if the Expense Management feature is enabled on the Enable/Disable Features form.
Delegated To The full name of the delegate employee.
Active A check box that indicates (if selected) that the delegation rule in the row is active and can be used by the system for determining the appropriate delegate for the employee.
Starts On The starting date of the delegation period during which approval requests can be reassigned to the specified delegate.
Expires On The date after which the delegation rule is no longer applicable and previously reassigned approval requests that have not yet been processed are assigned back to the employee.

Back to TopLabor Item Overrides Tab

On this tab, you define the relationship between an earning type and a labor item, which is the source of expense accounts. Thus, depending on the earning type of the activity, the system will use particular expense accounts for posting particular project transactions.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Column Description
Earning Type The earning type for the activity, which determines how labor price is calculated. The following options are available: HL - Public Holidays, OT - Overtime, RG - Regular Hours, or VL - Vacations.
Description The description provided for the earning type.
Labor Item A non-stock item of the Labor type, which is the source of the expense accounts that the system uses for posting particular project transactions.