Summary

The Rate Code Master Report will display a list of rate codes that have been created using the Rate Code Maintenance window (PR> Maintenance> Rate Codes). Rate codes override the hourly rate, workers' compensation, GL account or PM task code on the employee record or pay code when they are attached to a time card line item. The Rate Code Master Report will display the rate code, and the hourly rate attached to the rate code. There are options to include the rate code description and the hourly rates set up for specific employees on the rate code.

Step by Step

1     Open the Rate Code Master window (PR> Reports> Rate Code Master).

2     Configure the report.

• The Rate Code field is used to include a single rate code on the report. Enter a Rate Code or click the Rate Code field label to select a rate code from a list.  Leave the Rate Code field blank to report on all rate codes.
  • Rate Codes are created and maintained using the Rate Code Maintenance window (PR> Maintenance> Rate Codes).
• Check the Print Rate Code Master toggle to include the rate code description on the report.
  • The description of a rate code is entered on the Rate Code Maintenance window (PR> Maintenance> Rate Code> Description field).
• Check the Print employee rates toggle to the employees that are set up on the rate code. This will add the employee number, employee name and the hourly rate for the employee set up on the rate code.
  • The Rate Code Maintenance window allows you to set up hourly rates for specific employees. When the rate code is attached to a time card line item, if there is an hourly rate set up for that employee on the rate code, that hourly rate will overwrite the generic hourly rate on the rate code.
• Check the New page for each rate code toggle to separate each rate code onto a separate page.
  • This option is generally used in conjunction with the Print employee rates toggle.

3     Print the report.

• Click the Print icon to process the report immediately or enter a date and time in the field next to the Print icon to schedule the report to generate at a later time. You can view the progress of the report on the Job Viewer window (SS> Utilities> Show Scheduled Jobs).
  • Click the Print icon drop-down menu and select Print Preview to preview the report before printing.
  • Click the Print icon drop-down menu and select Excel to export the report data to an Excel spreadsheet as unformatted data.
  • Click the Print icon drop-down menu and select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
  • Once the report is generated, you can also display the report using the View Reports window (SS> Utilities> View Report).