Employee Defaults

To set up and edit your Employee defaults, go to Maintenance -> Defaults on the top menu. The @Quote Plus Defaults window will open up. Click on the Employee tab.

Use the Employee tab to set up and edit the following information:

Pay Frequency:	From the dropdown list, select how often you pay your employees.
Period Begins:	From the dropdown list, select the day of the week on which your pay period begins.
Min Wage Rate:	Enter your state's minimum wage rate for the minimum wage rate comparison on Labor by Employee report.
OT Threshold:	The dividing line between regular and overtime hours. Usually 40 for weekly pay periods and 80 for biweekly. Used by the Labor by Employee report.
Earnings Codes:	The Earnings Codes grid is used to cover amounts paid to employee that are not costed back to a job (e.g., warehouse time, and nonproductive time such as vacation, holiday and sick time). This information will appear on the Labor by Employee report. Enter your Earnings Code in the grid under Code. These are the codes that you will use when adding Coded Earnings. Enter a Description of the code in the next column. If you want the earnings to count towards overtime, check the box in the OT column. In the last column on the grid, add an Export Code if you are using an external payroll package such as ADP. If you are not using an external package, you can leave this column blank. To add a new entry to the grid, simply click on the last row and press the down arrow (↓) key on your keyboard, adding a new row. You can edit any entry by clicking on it and simply typing over it. To delete an entry, click on it and click Delete.
Intallers:	Use this grid to add and edit your installers (employees). The Installers grid works like a standard grid, with a few exceptions. To add a new entry, click the Add button. Enter the name of the new installer in the Edit Employee List window that opens up, then click Accept. Installers will be listed alphabetically on the grid, so you may wish to enter them on a last name first basis. Once an installer has been added, you cannot edit the installer Name. In addition, you cannot Delete an installer once he has been used on a job. The only way to remove the installer is to check the corresponding box in the Retire column. The Installer will fall off the grid once the jobs that he was used on have been deleted from the system. Note that you can uncheck the Retire box any time before the installer is removed from this grid, should you decide you wish to keep him. Enter the installer's hourly pay in the Rate1 [021102] column. You only need to enter information in the Dept [021102], CoCode [021102] and File # [021102] columns if you are using an external payroll package such as ADP. The contents of these columns depend upon the external package you are using and should be discussed with your HERO Data Services Representative. You can enter notes for each installer in the memo field [021104] (large, white box) located directly below the installer grid.

When setup is complete, click Close to save changes and exit.