Costing Defaults

Costing Defaults are attached to a Position ID. When hiring a new employee or changing an employee's position, a Position ID is assigned to the employee, and any information entered against the Costing Default for that Position ID is populated.

Prerequisites

• Level Code Descriptions
• Level 1 to 5 Codes
• Account Numbers
• Department Codes
• Job Title Codes

Rules and Guidelines

• Information set on this window populates fields during the Hire Workflow.
• Information set on this window populates fields when changing an existing employee's position.

• The 'Use this level' concept is applied for Cost Levels in this window. They are checkboxes which enables the flexibility at each Cost Level to determine whether an employee's existing Cost Level information should be affected at all if Costing Defaults is applied in a Position Change.

  • There can be three (3) combinations to a Cost Level when defining a Costing Defaults. Below explains what each combination means to an employee in their position change:

    Use this Level	Cost Level	When Costing Defaults is used in Position Change
    Ticked	With Value	Use this value
    Ticked	Blank	Clear out existing if any
    Unticked	Blank	Retain existing if any

  • The 'Use this level' flag is not relevant to Cost Level 1, because this Cost Level 1 is not affected by position change anyway. Similarly, it is not relevant to Job Title either.

• All default information can be reviewed and overridden.

Field Information