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Employee Details page: Salary/Cost tab

Last modified 07:46, 24 Apr 2017
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The Salary/Cost tab on the Employee Details page displays the Employee's salary, benefits and leave information. You can create, edit and delete any of this information using this tab.

In most cases, you will create the information on this tab using Step 5 of the Add New Employee Wizard accessed from the main menu — File>New>Employee.

The fields in the Salary/Cost tab are:

Salary/Benefit panel

Field....

What it does....

Start Date

Displays the start date for the benefit. Click the list box to access the calendar for date selection.

End Date

The end date for the benefit. Click the list box to access the calendar for date selection.

Benefit Type

Clicking the list box opens a drop-down list of benefit types that have been configured for the practice via the Maintenance menu.

Details

Text field with a maximum of 50 characters. Enter any information to be recorded with the benefit.

Annual Value

The annual salary amount. This figure can be used in the calculation of the employee’s cost rate.

Include

Select this check box to include the salary amount in the employee's cost rate calculation.

Employee Total

Displays the total cost of the employee calculated from the figures entered in the Salary/Benefit area.

 

 

Hrs/Week field

Displays the employee's weekly work hours as defined by their employee category.

Hrs/Year field

Displays the employee's yearly work hours as defined by their employee category.

Cost/Hr field

This field displays the grab cost per hour for the employee, calculated from the figures entered in the Salary/Benefit area and the assigned number of working hours. You can type over this amount at any time.

Employee Total (current) field

This field displays the total amount of the salary/benefits for the employee based on Current or historical data provided. This is affected  by the Show History checkbox at the bottom of the page.

 

Leave panel

Start Date

The first date of leave taken. Type the date (format is dd/mm/yyyy) or click the field and select the date from the drop down calendar.

End Date

The final date of leave taken. Type the date (format is dd/mm/yyyy) or click the field and select the date from the drop down calendar.

Days

Manually calculate the number of days leave and enter it into the field.

Leave Type

The type of leave taken. Click the field and select the type of leave from the drop down list .

Productive

 

If checked the hours of leave are included in the productivity calculation.

 

 

Productive (current) field

This displays the productive leave for the employee during a period.

Unproductive (current) field

This displays the unproductive leave for the employee during a period

Show History field

This displays all (historical) entered data for salary/benefit and leave for the employee.

Related Topics

About Employees

How to find an employee record

The Employee Details page

Adding employees to the system

How to edit an employee's details

 

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