JOB: Adding a Job Master File Record

Use this procedure to add a Job.

To add a Job

  1. From the Job Costing Menu, click Jobs.
  2. Type a Job number in the Number field. When creating a new job record, you may enter the Customer Number as the Job Number. This simplifies invoicing and posting cash receipts. For more information, see Learning about Customer Numbers.
  3. Verify that the Active check box is selected.
  4. Type the new Job name in the Name field. This is the Job name as you want it to appear throughout the system.
  5. Type or select the Job Type. The Job Type lets you group similar types of Jobs for reporting and Timekeeping purposes. To add a new Job Type, double-click in the Job Type field, or type a new Job Type and press Enter. The Job Types add/edit list displays.
  6. Type or select the Supervisor of the Job. To add a new Supervisor, double-click in the Supervisor field, or type a new Supervisor and press Enter. The Supervisors add/edit list displays.
  7. Click the Tier Parameters tab.
  8. Select the first six levels of Tiers to categorize this Job. For more information, see Using Tier Parameters.
  9. Click the Accounting tab.
  10. Select the applicable Tax and Insurance Type for this Job. To add a new Tax and Insurance Type, double-click in the Taxes and Insurance Type field, or type a new Taxes and Insurance Type and press Enter. The Taxes and Insurance add/edit list displays.

    The system uses this tax rate to calculate taxes on the actual labor dollars when posting Payroll to the General Ledger and to calculate the budgeted tax and insurance dollars for each Daily Labor Budget. For more information, see Setting Up Payroll Tax and Insurance Types.
  11. Select the applicable State Sales Tax for this Job. You can double-click in the State Sales Tax field to display the Sales and Use Tax Setup screen.
  12. Select the State Payroll Tax related to this Job. This field defaults to the state code entered on the Job Master File (General) screen, provided that the state is set up with a valid state payroll tax code.
  13. Click the Timekeeping tab.
  14. Select the Hours Category for this Job. The Hours Category determines the Hours Descriptions and Hours Types that the system makes available for Timekeeping, Budgeting, Personnel, and Work Scheduling pertaining to this Job.
  15. Type or select the Timesheet Type for this Job. The system uses Timesheet Types to group related Jobs for selection and display during Timekeeping entry. To add a new Timesheet Type, double-click in the Timesheet Type field, or type a new Timesheet Type and press Enter. The Timesheet Types add/edit list displays.
  16. Click Close to save the record.