Adding or Modifying Employee Records

Overview

If you use a Sage 300 payroll program, Project and Job Costing lets you set up employee records that you link (using the Payroll Type field) to employee records in US or Canadian Payroll.

If you do not use Sage 300 Payroll, you can enter employee information in Project and Job Costing from your own records.

If you use multicurrency, you can set up PJC Employee records for US or Canadian employees in any currency. You can then process job related timecards in US or Canadian Payroll in any currency. (You can also process timecards directly in Project and Job Costing, providing the employee record uses the functional currency.)

Note: You cannot delete an employee record if the employee is assigned in any existing contract projects.

Before you start

  • If you are deleting an employee record, make sure that the employee is not assigned to any existing contract projects.

To add, edit, or delete an employee record:

  1. Open Project and Job Costing > PJC Setup > Employees.
  2. If you are adding a new employee record:
    1. In the Payroll Type field:

      Select the Sage 300 Payroll program in which the employee you want to add to your Project and Job Costing system is enrolled.

      Or

      If you do not use an Sage 300 Payroll program, or if the employee record does not exist in the other program, select None.

    2. If you selected US Payroll or Canadian Payroll as the Payroll Type, select an existing employee record from Sage 300 Payroll using the Finder or the navigation buttons next to the Employee field.

      The employee number appears in the Employee Number field.

      If you do not use US or Canadian Payroll, or if the employee does not exist in the payroll program:

      1. Enter a unique employee number in the Employee Number field.
      2. Type the employee's name in the Name field.

    If you are editing an existing employee record:

    1. Use the Finder or the navigation buttons beside the Employee Number field to display the employee record.

    If you are deleting an existing employee record:

    1. Use the Finder or the navigation buttons beside the Employee Number field to display the employee record.
    2. Click the Delete button, and then click Yes to confirm you want to delete this record.
    3. Skip the remaining steps.
  3. Click the Employee tab, then use the fields on this tab to enter or change information for the employee.
  4. To change the A/R item number or unit of measure to use as defaults for this employee on item invoices, click the Default Settings for Standard Projects tab, then make your changes in the fields provided.
  5. Click the Security tab, then double-click the Visible columns for selected fields that you want to hide on the employee's timecard.
  6. If you use optional fields, use the Optional Fields tab to edit or check the optional fields assigned to the project.
  7. Click Add to add the record, or click Save to save changes to an existing record.

After adding or modifying employee records

Additional information