Booking labor for work orders
Record the number of hours that employees worked for each work order activity. You may book labor hours before closing work orders or until a specified number of days after closing work orders.
- Select Work > Work Orders.
- Select the work order for which to book labor, and then click the Book Labor tab.
- Click Add Labor.
-
Specify this information:
- Activity-Trade
- Select the activity-trade performing the work for which to
book labor hours.
Note: You can also select the task for which the work is performed to differentiate between multiple activities on the work order that may be assigned to the same trade.
Specify the following:
-
- Employee
- Specify the personnel performing the work for which to book hours.
-
- Crew
- Specify the crew performing the work for which to book hours.
Note: If a crew's expiration date is empty, the crew will never expire. Crew records will not display if a crew's expiration date is less than the current date. -
- Current Crew
- If an employee is specified as performing the work for which to book hours and the employee is assigned to one or more crew(s) for the date worked, specify the crew under which the employee’s booked labor hours will apply.
Note: This field may only be entered if the user specifies an employee when booking hours. Any updates to the Date field will cause this field to be refreshed. -
- Department
- Specify the department where the activity was performed.
-
- Trade
- Specify the trade that performed the activity.
-
- Date Worked
- Specify the date on which the work was performed.
-
- Type of Hours
- Select the type of hours worked (e.g., normal rate, overtime rate, etc.).
- Rate
- Specify or modify the hourly pay rate for the
employee, trade, or crew performing the work. If you defined a trade
rate for the selected employee or trade, Rate is automatically populated
with the appropriate hourly rate. If you selected a Crew, Rate is not
populated; when you submit the booked labor, the trade rate for each
employee on the crew is reviewed.
If you defined a trade rate for the selected Employee, Rate is populated with the employee trade rate. However, if you did not define trade rates for the selected Employee, Rate is populated with the trade rate defined for the selected Trade. If you enter a Rate for the selected Crew, the system overrides the trade rate defined for each employee on the crew if the calculated rate is zero.
- Hours Worked
- Specify the number of hours spent performing the work.
- Start Time/End Time
- Specify the scheduled start time and end time of
the work order
activity.
If the end time will span beyond midnight, two booked labor records
will be created.
Note: The WOBKMIDN organization option must be set to Yes to book labor across midnight. Contact your system administrator for more information.
- Equipment
- Specify one of the following options if the work order is a
multiple equipment work order:
- Specify a
specific Equipment record to apply the booked labor
to the selected Equipment and its
corresponding related work order.
Note: If you are making corrections to booked labor for a multiple equipment work order and you select All Equipment or a specific equipment record for Equipment, the booked hours are split and the correction is applied to all the equipment on the work order or the selected equipment.
- Specify
All Equipment to evenly split the
booked labor to each equipment record on the work order for
the selected work order and activity. Upon saving the
transaction, labor booking records are created and applied
to each related work order and selected activity. The number
entered for Hours Worked is divided by the number of
equipment records added on the Equipment tab of the
Work Orders page to
determine the booked labor to apply to each equipment. The
Rate applicable to the multiple equipment
work order is also applied to all of the MEC work orders.
Note: Any remainder of the Hours Worked are applied to the last equipment record on the Equipment tab of the Work Orders page.
If you select All Equipment for Equipment and at least one of the related work orders has a Completed status (or equivalent user status), a message is displayed enabling you to select whether to split the labor hours against only equipment with open related work orders or against all equipment, regardless of whether the related work orders are Open or Completed (or their user-status equivalents).
Also, the setting of the
COMDAYS
installation parameter is disregarded when posting labor booking transactions related work orders if you select All Equipment. - Specify WO Header Equipment to apply the booked labor to the work order header only.
- Specify a
specific Equipment record to apply the booked labor
to the selected Equipment and its
corresponding related work order.
-
Click
Submit.
Note: After submitting the transaction, the original booked labor transaction entered when the Hours Worked are split across multiple equipment records is not displayed. Instead, the booked labor transactions for each equipment to which the labor was split are displayed.