Set Up

Accounting > Admin > Prevailing Rate Admin

A Q360 Administrator or someone who has the proper permissions will have to set up Prevailing Wage Rates via Accounting > Admin > Prevailing Rate Administration

1. Click the Green Add Button
   1. Prevailing Wage: is prepopulated with a Prevailing Wage Rate No. automatically upon creation.
   2. Rate Code Name for your rate code
   3. Title based on the Rate Sheet Title
   4. Check Project or Service Call Flag or both to enable this rate for Projects and/or Service Calls
2. Rates tab (bottom of form)
   1. Click Green Add button for the bottom grid
   2. Detail No. Column: Automatically populated upon saving form
   3. Class Column: Click into empty field under column and choose Rate Class
   4. Rate Column: Click into empty field under column and add a rate, i.e. dollars per hour
   5. Fringe Column: Click into empty field under column and add a fringe benefit rate per hour
   6. Start and End Date Columns: Choose a start and end date for this rate. Rate will be effective between these two dates
3. User may add multiple rate rules to the same rate sheet by clicking the green add button on the rates grid
4. Sites Tab (bottom of form): Lists Sites linked to this rate (service side)
5. Project tab: displays Projects for which this service rate is being used

HR

HR > Employee

1. Search for and open an employee record
2. Click edit
3. Details tab
   1. Choose the Employees Prevailing Labor Class from the dropdown
4. Wage Type Tab
   1. Confirm employee’s wage types are set up. If a wage type does not exist for an associated time bill record, costs may not be recorded correctly.
5. Benefits tab
   1. Set up any benefits (such as fringe) by clicking the green add button
   2. Checkmark the “Fringe” flag

General Codes

If you do NOT see the Labor Rate Class you would like to use in the Class Column options on the Prevailing Wage rate form, go to Maintenance > General Codes to add it

1. Maintenance > General Codes > PWLBRCLASS
2. Click the Edit button (top of form)
3. Click Green Add button on the Code Values tab grid
4. Add a Labor Class
5. Click the “Active” Checkbox
6. Log out and back in to Q360 – the new Labor Class Rate will have been added to all drop down menus containing Labor Class Rate options

Labor Rates

Accounting > Admin > Labor Rates

1. Confirm that only Categories that are applicable to Prevailing Wage work have the PW flag checked in the PW column

 

Scenario 1: Project

Projects  > Projects

1. Search for and open a Project
2. Click edit
3. Main Project tab
   1. Wagetype: Choose “Prevailing” from drop down menu
   2. PW Rate No: Click on magnifying glass
   3. Select a Prevailing Wage. A pop up window will open
   4. Search for and select a Prevailing Wage Rate
4. Click save
5. Start time bill against task
6. Time bill Details tab
   1. Confirm Wage Type is PREVAILING
   2. Confirm PW Rate Detail No field is populated – drill into blue hyperlink
7. Go to extended menu of the time bill and post it.
8. Click the extended menu of the time bill and choose “View GL Entry” to verify the expected entries to the general ledger.

 

Scenario 2: Service

Site Record > Main Site tab > PW Rate No.

1. PW Rate No field: Select a prevailing wage by clicking on magnifying glass
2. Select rate associated with site
3. Service Call > Details Tab
   1. PW Rate No field: Note Service Call for site inherits rate sheet
   2. Wage Type Field: Chose “Prevailing.”  NOTE: This must be chosen BEFORE time bills are created
4. Complete Service Call as required
5. Start time bill against service call
6. Time bill Details tab
   1. Confirm Wage Type is PREVAILING
   2. Confirm PW Rate Detail No field is populated – drill into blue hyperlink
   3. Go to Extended Menu of the time bill and post it
   4. Click the extended menu of the time bill and choose “View GL Entry” to verify the expected entries to the general ledger.