Enter, or click to select, the taxable entity for the job template.

Enter, or click to select, the Manager to which the employee will be assigned. If you are licensed for Costpoint Human Resources and the Manager/HR Representative Defaulting Method on the Configure Personnel Settings screen is By HR Organization and the specified HR Organization exists on the Manage Managers/HR Reps by HR Organization screen, the HR Organization’s First Level Manager will default. Otherwise, if the Manager/HR Representative Defaulting Method on the Configure Personnel Settings screen is By Company-Wide Organization and the specified Organization exists on the Manage Managers/HR Reps by Organization screen, the Organization’s First Level Manager will default.

If you are not licensed for Costpoint Human Resources, a list of all employees will be displayed in the Lookup results.

Enter the name of the supervisor for this job template.

The Employee Class code represents a user-defined combination of Employee Type, Rate Type, and FLSA Classification (Exempt or Non-Exempt). Upon entering a valid Employee Class code, the three values will default based on the code’s setup in the Manage Employee Class Codes screen.

From the drop-down list, select the position type as Full-time, Part-time, or Temporary. You must select an option in this field if you use SilkRoad.

From the drop-down list, select the classification for the job template. You must select an option in this field if you use SilkRoad.

Valid options are:

• Hourly: The employee is paid on an hourly basis. The employee's labor cost always reflects the number of hours worked multiplied by the hourly rate of pay. Hourly employees can charge overtime pay types and the labor costs reflect this.
• Salaried Fixed Hours: The employee is paid the same amount each pay period, regardless of the number of hours worked. Employees in this category cannot charge overtime pay types unless you selected the Allow Overtime for Salaried - FLSA Exempt Employees check box on the Overtime Settings subtask of the Configure Labor Settings screen and the pay type being charged has the Salaried check box selected in the Employee Eligibility group box on the Manage Pay Types screen.
• Salaried Fluctuating Hours: The employee is paid a salary, but the number of hours worked in a week fluctuates; the salary amount is affected by the number of hours worked. If the employee is not exempt from FLSA, overtime is paid for hours worked in excess of 40 hours per week, at one and one-half times the basic rate.

Select this option if the job position is exempt to the Fair Labor Standards Act.

Select this option if the job position is not exempt to the Fair Labor Standards Act.

Select this check box if the anticipated employee will be a contractor.

Employees designated as contractors do not affect the Costpoint employee count, and Costpoint does not compute leave for these individuals. The employee count is based on the number of non-contractor employees with no termination dates or a termination date later than the system date.

Contractors are excluded from Employee Lookups. You cannot enter a contractor in an Employee field.

If you export timesheets to Time Collection or a third-party vendor such as ADP, contractor timesheets are included in the export.

Select this check box if the employee is a seasonal worker. Tracking of seasonal employees may be required in the states to which employers report quarterly SUTA (State Unemployment Tax Authority) tax data.

Select this check box if the employees normally assigned to the job are union employees and fringe benefits apply. If you select this check box, Costpoint uses the union profile rate to calculate the employee's labor cost during timesheet entry.

Select this check box if the employee that fills this requisition will be eligible for Auto Pay. If you select this check box for an employee and you run the Create Auto-Pay Timesheets utility, Costpoint creates a timesheet for this employee if the employee does not already have a timesheet for the selected timesheet date.

Enter, or click to select, the code for the labor location or union local for this job template. If you are licensed for Costpoint Human Resources and have linked the labor location to an affirmative action plan (on the Assign Labor Locations subtask of the Manage Affirmative Action Plans screen), this employee is automatically assigned to that plan. When you populate this field, the Affirmative Action Plan code (on the HR Info tab) defaults based on the settings on the Assign Labor Locations subtask.

If you use the Update Employee Salary Based on Review screen, Costpoint automatically defaults to the previously entered value for this field.

The label for this field depends on whether or not the Enable Union Functionality check box is selected on the Configure Labor Settings screen. If the check box is not selected, this field is labeled Labor Location. If the check box is selected, this field is labeled Local.

If you are planning to print checks or leave statements by locator code, enter, or click to select, the locator code to which the job is normally assigned. You can use these codes to sort paychecks if you have selected the Print Checks by Locator Code check box on the Configure Paychecks Settings screen.

Enter, or click to select, the General Labor Category (GLC) to which the job is normally linked. You must enter a value in this field if you use SilkRoad.

Enter, or click to select, the Project Labor Category (PLC) to which the job is normally linked.

Enter, or click to select, the Labor Group to which the job  is normally linked.

Enter, or click to select, the timesheet cycle for this job template. If a value exists in the Default Timesheet Cycle field on the Configure Labor Settings screen, that value loads in this field. You must enter a value in this field if you use SilkRoad.

Enter, or click to select, the leave cycle for this job template. The leave cycle must exist in the Manage Leave Periods table.

If a value exists in the Default Leave Cycle field on the Configure Leave Settings screen, that value loads in this field. You must enter a value in this field if you use SilkRoad.

Enter, or click to select, the pay cycle for this job template. The pay cycle must exist in the Manage Pay Periods table.

If a value exists in the Default Pay Cycle field on the Configure Payroll Settings screen, that value loads in this field. You must enter a value in this field if you use SilkRoad.

Enter, or click to select, the number of work hours in a year for this job template. If a value exists in the Number of Work Hours in the Year field on the Configure Labor Settings screen, that value loads in this field.

If known, enter the estimated number of hours per year that this employee is expected to work. This is for informational purposes only, unless you are using the Use Standard Rates feature, as determined by your selection on the Configure Labor Settings screen. If you use the Update Employee Salary Based on Review screen, Costpoint automatically defaults to the previously entered value for this field.

Enter, or click to select, the work schedule that applies to this job template. If a value exists in the Work Schedule Default field on the Configure Labor Settings screen, that value loads in this field.

Enter the Time Collection timesheet schedule value to be exported through the Export Data to Deltek Time and Expense screen. Timesheet schedules provide the starting and ending dates for timesheets and provide the scope of a specific period. In Deltek Time Collection, timesheets are signed and approved according to the timesheet schedules (such as weekly or monthly).

If you are not licensed for Costpoint Electronic Timesheet, Costpoint Time Collection, or Deltek Time & Expense -- or if you select None as the setting for the Version option on the Corporate Labor Settings subtask of the Configure Labor Settings screen -- this field is disabled.

From the drop-down list, select the ITAR status that is required for the job template/requisition. Valid options are:

This field can be manually populated in this screen or automatically through the Deltek Planning module's Advanced Search screen in the Project Budgets/EACs, New Business Budgets, and Budget by Resource applications

Enter, or click to select, the security organization to which the employee will be assigned. This field is required. When you specify an organization in the Home Organization field, that organization displays by default in this editable field. Costpoint validates the security organization against the Organization table.

Enter, or click to select, the rate group code to be used for this employee’s timesheet and leave transactions. These rate groups identify the source of exchange rate data. Create and maintain the rate group codes on the Manage Exchange Rate Groups screen.

This field is only available when you select the Enable Multi-Currency Functionality check box on the Configure Labor Settings screen.

Enter, or click to select, one of the currency codes that appear in the Transaction Currencies table. This currency serves as the currency for the employee’s labor and leave transactions. If you did not select a default timesheet currency for this employee, the default for this employee’s timesheet comes from the Configure Multicurrency Settings screen.

This field is only available when you select the Enable Multi-Currency Functionality check box on the Configure Labor Settings screen.