Multiple Default Pay Codes

6.15.0 Multiple Default Pay Codes 

What’s New?  

Multiple default pay codes can be added to an opportunity service and associated with the pay schedule of different types of employees  (temporary, hourly, salary, etc...) so that when employees clock into a job containing the service, the pay code that defaults on the time entry screen will be based on the pay schedule associated with their contact record.  

• You can update the default pay codes regardless of the Opportunity status. 
• You can still modify pay codes on the time entry screen.
• You can audit default pay code changes using the Opportunity Default Pay Code report. 

Requirements

You must enable the following permissions under your user role: 

• Edit Default Pay Code  in any stage - allows you to edit default pay codes on the opportunity service details screen regardless of the ticket status so that you do not have to create a change order to update a pay code for a work ticket. 
• The employees for which pay schedules will be assigned must be set up correctly for mobile time entry. 

Configuration 

After you have enabled the correct permissions under your user role, you will need to carry out the following tasks: 

• Create a Pay Code  to be added to the Default Pay Code section of the Service details screen. 
• Create a Pay Schedule that will be added to the contact record of the existing employee. 

Adding Default Pay Codes to the Service Details Screen

Once you have configured your pay codes and pay schedules, you can add them to the Default Pay Codes section of the Service details screen by taking the following steps: 

1. Go to the Opportunities search list screen.  
2. Select the Opportunity. 
3. Select Estimate.  
4. Choose a Service. 
5. Go to the Default Pay Codes section and add the pay codes that you want to associate with the pay schedules of the employees that will be assigned to clock time for the work ticket that contains the service. 
   1. You can only add one pay code not associated with a pay schedule. That pay code will be the default that applies to all employees who do not have a pay schedule associated with a pay code in the Default Pay Code section of the Service. 
   2. Each Pay Schedule can only be selected once. 
6. Click Save. 
    

• Each pay schedule can only be associated with a pay code once selected, so it will no longer be available in the dropdown menu. 
• You can change default pay codes at any point. However, changes made after an opportunity is won only apply to work tickets without logged time. 

Viewing Default Pay Codes on the Time Entry Screen

• Additional pay codes added to the default pay code table with the associated pay schedules are displayed in the pay code menu on the time entry screen after an employee with a pay schedule corresponding to the default pay code clocks into a work ticket containing the service. 
• Once an employee with pay schedules associated with a default pay code clocks time, additional job time rows with the default pay codes will be displayed alphabetically. 
  

Viewing the Opportunity Default Pay Code Audit Report 

You can monitor which users have created, changed, and deleted default pay codes by viewing and filtering the Opportunity Default Pay Code Audit Report.

• This audit report will only display information about default pay codes. The report does not include audit information for pay code overrides. 
• Note the following Audit Actions:
  • Insert - the first instance of a saved default pay code. 
  • Update - a change was saved to the default pay code. 
  • Delete - the default pay code was removed.