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

You cannot create a new Department labor charge because the Time & Attendance module is not the System of Record for departments. Any additions, updates, or deletions to department codes must be done in the System of Record.

The procedure below describes how to create a new labor charge field value using the Add New button. You can also create new labor 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 labor charge field value for use with a particular labor charge field:

  1. From the Time & Attendance menu, select Setup.

    Note: If the Setup option is not visible, make sure that you have selected Practitioner in the Role Selector.

  2. Under the Labor Charge Fields heading, click the name of the labor charge field (for example, Wage Rate Programs) for which you want to create new values.

    A Labor Charge Values page (where Labor Charge is the name of the labor charge field you selected) opens and displays the labor charge field values that have been defined for the labor charge field you selected. For example, if you selected Wage Rate Programs, a Wage Rate Programs page opens and displays the wage rate programs that have been created.

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

    A blank Labor Charge page (where Labor Charge is the name of the labor charge field you were viewing) opens. For example, if you were viewing a list of Wage Rate Program values, a blank Wage Rate Program page opens.

  4. In the first field of the Labor Charge 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 labor 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 labor 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 labor 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 the Manager ID field is displayed and the new labor charge field value should be associated with a specific manager, enter the appropriate manager ID or use the click the Lookup button to select one.

    Notes:
    The Manager ID field will only appear if your company has configured the labor charge field for employee loan. If the Manager ID field does appear and you enter a manager ID, the specified manager will be able to view and approve any time pair charged to this labor charge value, even if he or she does not normally supervise the employee who charged time to the labor charge value.

    The manager ID is not the same as the manager’s Employee ID. It is the manager’s User ID. If you are unsure which ID to enter, use the Lookkup button to help you find the correct ID.

    To learn more about employee loan see the Loaning and Borrowing Employees Overview.

  9. 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 labor charge field value unavailable without deleting it permanently. When you use the Add New button to create a new labor 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.

  10. Click Submit to save the new labor charge field value.