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 field search button 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.

• Once the required report settings have been specified, click the Print button to print your report.
• Click the options arrow on the right side of the Print button to see other print options.
  • Select Send PDF to Job Viewer to print the report in the default Springbrook format.
  • Select Send Excel to Job Viewer to export the report data to an Excel spreadsheet as unformatted data.
  • Select Send Excel (Formatted) to Job Viewer to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
• Click the Schedule icon next to the Print button in order to schedule the report to generate at a later date and time.
  • Enter a Date and Time to generate the report and click SUBMIT.
• Users can also regenerate a report with the same configuration as a prior report via the report history section. This can help improve efficiency when an identical report is frequently generated.
  • Once a report has been generated, the date and time it was generated will display in the report history accessed via the Expand Arrow button on the right side of the window.
  • Expand the report history and click on a previous report record to automatically populate the report criteria with the criteria specified on the previously generated report. This section will display the last three times the report was generated.