[SM] Setup SM Pay Types

Use the SM Pay Types form to set up the pay types that represent the different labor costs for service work.

Pay types allow you to define anticipated labor costs for service work at different pay levels; for example, regular time, overtime, and double time. When creating work orders, pay types are used to derive labor cost estimates so that you can bill for service work before payroll is cut. The actual payroll costs are updated to the work order once you process your payroll.

For each pay type you set up, you must specify the cost method, factor, and the earnings code that will default when entering timesheets or timecards for technicians (in PR My Timesheet or PR Timecard Entry).

The cost method defined for a pay type determines how the system derives the cost rate when adding labor entries for work completed on a work order. You can assign one of two cost methods to a pay type:

• Multiplier - With this method, you assign a factor (multiplier) to use in rate calculations. When a labor work completed line is added to a work order, the system calculates the estimated labor costs based on the technician's pay rate (defined in SM Technicians), the factor specified for the pay type, and the cost hours.
• Dollar Rate - With this method, you assign a flat rate to use in rate calculations. This rate overrides the pay rate defined for the technician (in SM Technicians). When adding labor work completed lines to a work order, the system calculates the estimated labor costs based on the pay type rate and the cost hours.

1. From the Programs menu of Service Management, double-click on the SM Pay Types icon. This opens the SM Pay Types form.
2. In the Pay Type field, enter a pay type code to represent the pay level you are setting up (e.g. REG, OT, DT, HOL, etc.).
3. Enter a description of the pay type in the Description field.
4. Select the cost method (0-Multiplier or 1-Dollar Rate) from the Cost Method drop-down. The cost method determines how the system will derive the cost rate for work completed labor entries (in SM Work Orders).
5. If you selected the 0-Multiplier cost method, use the Factor field to specify the multiplier for the cost method (i.e. 1.00 for regular time, 1.5 for time and one/half, 2.00 for double-time, etc.).

Note: The system multiplies this value by the technician's pay rate to determine the Cost Rate for work completed labor entries (in SM Work Orders).

If you selected the 1-Dollar Rate cost method, use the Rate/Amount field to enter the override pay rate.

Note: The amount entered in this field will be used instead of the technician's standard pay rate (defined in SM Technicians).

Note: You must enter a valid timesheet earnings code (you checked the Include in Remote Timesheet Entry box in PR Earnings Codes). Press F4 for a list of valid timesheet earnings codes.

Note: Inactive pay types will not display in F4 lookups, nor can they be referenced when entering work completed labor on a work order (in SM Work Orders).