Setting Up Labor Expense Allocation Preferences

Labor expense allocation preferences let organizations set which segments expenses should be allocated to. The Labor Expense Allocation Preferences page includes these preferences. You can get to this page at Expense Management > Setup > Set Up Labor Expense Allocation Preferences.

Preference	Description
Allocation Source	Select the allocation source from the following options: Employee Rate – Allocate labor expenses based on the employee hourly rates you set on the Employee Rates List page. This is the default option. Employee Pay – Allocate labor expenses based on employee pay transactions you enter or import on the Employee Pay List page.
Default Employee Pay Type	Choose the option you want as the default in the Employee Pay Type field. Note: You need to pick a default employee pay type in this field before linking an employee pay type when you fetch timesheets.
Employee Pay Source	Select SuitePeople to let the system get payroll data from the SuitePeople U.S. Payroll feature. If you select or create a new employee pay source, the Saved Search for Employee Pay field stays disabled.
Saved Search for Employee Pay	Set this field if you’re getting payroll data from the SuitePeople U.S. Payroll feature. If you set allocation to Employee Pay, pick the saved search you want to use to get payroll data from SuitePeople U.S. Payroll and employee pay transactions from Labor Expense Allocation. The SuiteApp provides a predefined saved search called SuitePeople Employee Pay. You can choose the predefined search or use your own custom search.
Custom Segments	Select one or more custom segments where you want to allocate labor expenses. To pick multiple custom segments, hold Ctrl on your keyboard and click to select. To use a custom segment for labor expense allocation, you need to apply it to your timesheets, custom labor expense transactions, and payroll. For more information, see Applying Custom Segments to Labor Expense Allocation.
Department	Check the box to allocate labor expenses by department.
Class	Check the box to allocate labor expenses by class.
Location	Check the box to allocate labor expenses by location.
Employee	Check the box to allocate labor expenses by employee. This segment only applies when the allocation source is employee pay.

Preference

Description

Allocation Source

Select the allocation source from the following options:

Employee Rate – Allocate labor expenses based on the employee hourly rates you set on the Employee Rates List page. This is the default option.
Employee Pay – Allocate labor expenses based on employee pay transactions you enter or import on the Employee Pay List page.

Default Employee Pay Type

Choose the option you want as the default in the Employee Pay Type field.

Note:

You need to pick a default employee pay type in this field before linking an employee pay type when you fetch timesheets.

Employee Pay Source

Select SuitePeople to let the system get payroll data from the SuitePeople U.S. Payroll feature.

If you select or create a new employee pay source, the Saved Search for Employee Pay field stays disabled.

Saved Search for Employee Pay

Set this field if you’re getting payroll data from the SuitePeople U.S. Payroll feature.

If you set allocation to Employee Pay, pick the saved search you want to use to get payroll data from SuitePeople U.S. Payroll and employee pay transactions from Labor Expense Allocation.

The SuiteApp provides a predefined saved search called SuitePeople Employee Pay. You can choose the predefined search or use your own custom search.

Custom Segments

Select one or more custom segments where you want to allocate labor expenses. To pick multiple custom segments, hold Ctrl on your keyboard and click to select.

To use a custom segment for labor expense allocation, you need to apply it to your timesheets, custom labor expense transactions, and payroll. For more information, see Applying Custom Segments to Labor Expense Allocation.

Department

Check the box to allocate labor expenses by department.

Class

Check the box to allocate labor expenses by class.

Location

Check the box to allocate labor expenses by location.

Employee

Check the box to allocate labor expenses by employee. This segment only applies when the allocation source is employee pay.

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