Notes:
These instructions do not apply to the Job and TimeZone charge fields. For these special labour charge fields, see Creating New Time Zone Values and Creating New Job Values.

The procedure below describes how to create a new labour charge field value using the Add New button. You can also create new labour charge field values by copying an existing value and then editing and saving the copy with a new ID. Copying is particularly useful if you want to create a new value with similar settings to an existing value.

To create a new labour charge field value for use with a particular labour charge field:

  1. Click the Setup tab.

  2. Under the Setup tab, click Department.

    A Department Values page opens and displays the specific department codes that have been created.

  3. Click the Add New button on the right side of the Department Values page.

    A blank Department page opens.

  4. In the first field of the Department page, enter the ID for the value you are creating. This field is required.

    Tips:
    The label for the first field will have the same name as the labour charge field. For example, on the Wage Rate Program page, the first field is called Wage Rate Program. Enter the Wage Rate Program ID in this field.

    The ID is a code consisting of up to 25 letters and/or numbers that a user will enter into the labour charge field on the Time Sheet, Timecard Manager, scheduling pages, etc. It is helpful to make the ID short and easy to remember.

    Tip:     Fields marked with a red arrow (Required Field) are required.

  5. In the Description section, enter a brief description of the value in each language supported by your company. This field is required. Both the ID and the description are displayed in labour charge value lookup windows.

  6. In the Start Date field, click the Calendar Lookup button and select the date on which you want the value to become available for use.

  7. In the End Date field, click the Calendar Lookup button and select the last date on which you want the value to be available for use.

    Tip: Entering a start date and end date is not required. Values without start and end dates defined are always available if the Active check box is selected. If a start date is defined for a value but no end date is specified, the value will be available indefinitely after the start date has passed, as long as the Active box is checked. If an end date is defined but no start date is given, the value will be available until the end date has passed, as long as the Active box is checked.

  8. If you do not want the new value you are creating to be immediately available for use, click the Active check box to remove the check mark.

    Notes:
    The Active check box allows you to make a labour charge field value unavailable without deleting it permanently. When you use the Add New button to create a new labour charge value, the Active box is checked by default.

    If the Active check box is selected and no start and end dates are defined, the value is always available. If the Active check box is selected and start and end dates are defined, the value is only available during the specified date range.

  9. Click Submit to save the new labour charge field value.