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The Labor Distribution Codes Screen may be accessed through these options:

The Labor Distribution Codes Screen is used to set up the phase master list or the cost phases on a specific job with default payroll control codes including Union, Workers Comp, Department and State codes.  

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  • Use the options at the top of the screen + Code to create an LCD.
  • Phase Master List – When this option is selected, you will be able to set up LDCs for one or more phases on the Phase Master List.
  • Job Cost Master List – When this option is selected, you will be able to set up LDCs for specific job cost phases that exist on the job.  Use the Current Job drop down list to switch between jobs.
  • Job – This field is only available when the Job Cost Master List has been selected.
  • The Labor distribution Code screen has two views. On opening the page by default the List phase view will be displayed and it can be changed by selecting Non Listed Phase view radio button and click on apply.
  • Linked Phases - This tab contains the phases that are linked to LDCs.  
  • Non Linked Phases - This tab contains the phases that are not linked to LDCs.

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  • In List phase view, under action edit, delete, copy, remove from linked phases options will be found.

Delete - Delete the entire record

 

Edit - Make changes to the existing values 

Remove - Once a phase is removed it will automatically pushed to non linked phase if there are no phases which exists already.

Copy - A pop-up will be displayed with all the details auto-populated which can be edited.

  •  Phase Group – This is the integer portion of the phase code (all the digits to the left of the decimal point on the phase code).  Use the filter option on this column to quickly filter the grid for a group of related phase codes so that you can change all the LDCs at one time. 
  • Phase Category – This is the decimal portion of the phase code (all the digits to the right of the decimal point on the phase code).  Use the filter option on this column to quickly filter the grid for a group of related phase category codes so that you can change all the LDCs at one time.  For example, if you use ".01" for all your labor phases, you can select this filter to quickly set up your LDC codes as a group at one time, using the filter in combination with the group selection feature.
 

LDC Business Rules

LDCs will override any other time card entry Business Rules including the default codes set up for each employee in the employee screen. 

  •  Workers Comp Codes - When a comp code is linked to an LDC, the code will be automatically updated on the time card entry with the comp code associated with the phase.  This link is very useful when you have separate cost phases for each type of labor and you want to insure that the workers comp code matches the type of labor being performed.  

For example, if your company self-performs concrete and framing, you might set up two labor phase codes to track these labor costs and then attach the appropriate workers comp code to each phase.

  •  Department Codes - When a department code is linked to an LDC, it will control the general ledger expense accounts for Labor and Labor Burden expenses.  

For example, if you have separate cost phases for supervision and field labor, and you want to track these labor types to separate general ledger accounts for financial statement reporting, you can link different department codes to each phase.  

  • State Code - When a state code is linked to an LDC, the code will be automatically updated on the time card entry to the associated state code.  This can be very useful when you have projects in other states and you need to charge onsite labor to the state where the job is located and you need to charge manufacturing labor to your home state where the manufacturing is being performed. 
  • For example, a cabinet manufacturer has production labor in the shop that needs to be charged to their home state as well as jobsite installation labor and supervision that needs to be coded to the state that the job is located.

  •  Union Codes - The union code is used for both union and prevailing wage work where certified payroll reporting is required.
  • For example, if your company self-performs concrete and framing, and you track each type of labor as a separate phase, you could link the appropriate union code to each phase to make sure the work classification is correct for certified payroll and union reports.

  •  Union Code Option - If you set up your union codes to consistently utilize the decimal position of the code to represent the different classifications of labor, then you may optionally assign the MASTER CODE ( any union code ending in '.00' ) to the LDC and then assign the classification of labor to the employee on the Payroll > Employees > Payments Tab.  When time card entries are coded to the phase, the union field will be updated with the union master code from the LDC plus the labor classification from the employee file to pull in the proper rate classification into the time card.  

Example:

Union

Concrete Union Group

Job Cost Phase

Union

Framing Union Group

Job Cost Phase

301.00

Cement Mason

3300.00

501.00

Carpentry (Master Code)

5400.00

301.01

Period 1 Apprentice

3300.00

501.01

Period 1 Apprentice

5400.00

301.02

Period 2 Apprentice

3300.00

501.02

Period 2 Apprentice

5400.00

301.10

Journeyman

3300.00

501.10

Journeyman

5400.00

301.20

Foreman

3300.00

501.20

Foreman

5400.00

  • Create two LDCs:  One for the concrete labor phase and one for the framing labor phase.  Link the concrete LDC to union code 301.00 (master code) and link the framing LDC to union code 501.00 (master code).  Set up individual labor classifications for each employee (ie. Joe Smith is linked to labor classification .10 for Concrete Journeyman).  When Joe's time is entered to phase 3300.00, the union code will be automatically updated to 301.10.  If no labor classification is set up for the employee, then the default union code of 301.00 will be used.
  • If you need union codes for different regional areas, then you can quickly Union Codes to a new group which can then be edited as needed with rate changes.  The LDC would be then be set up using the Job Cost  on each job rather than the Phase Master List so that the proper union master code could be assigned to the job.  The employee's labor classification will work with any union master code assigned to an LDC.

Union

Concrete Union Group *

Job Cost Phase

Union

Concrete Union Group **

Job Cost Phase

301.00

Cement Mason - Riverside

3300.00

302.00

Cement Mason - San Diego

3300.00

301.01

Period 1 Apprentice

3300.00

302.01

Period 1 Apprentice

3300.00

301.02

Period 2 Apprentice

3300.00

302.02

Period 2 Apprentice

3300.00

301.10

Journeyman

3300.00

302.10

Journeyman

3300.00

301.20

Foreman

3300.00

302.20

Foreman

3300.00

  •  Job 1 Phase 3300.00 LDC set up with Union Code 301.00 for Riverside County
  • Job 2 Phase 3300.00 LDC set up with Union Code 302.00 for San Diego County