Setting Up Labor Expense Allocation Preferences

The labor expense allocation preferences allow organizations to set the segments in which the expenses need to be allocated. The following labor expense allocation preferences are provided in the Labor Expense Allocation Preferences page. You can access the page by going to 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 defined in the Employee Rates List page. This is the default selection. Employee Pay – Allocate labor expenses based on the employee pay transactions entered or imported in the Employee Pay List page.
Default Employee Pay Type	Select the option that you want to be the default selection in the Employee Pay Type field. Note: You must select a default employee pay type in this field prior to associating an employee pay type when fetching employee timesheets.
Employee Pay Source	Select SuitePeople to enable the system to retrieve payroll data from the SuitePeople U.S. Payroll feature. If you select or create a new employee pay source option, the Saved Search for Employee Pay field remains disabled.
Saved Search for Employee Pay	Set this field if you are sourcing payroll data from the SuitePeople U.S. Payroll feature. If your allocation is set to Employee Pay, select the saved search to use to source payroll data generated through SuitePeople U.S. Payroll feature and employee pay transactions created through Labor Expense Allocation. A predefined saved search labeled as SuitePeople Employee Pay is provided by the SuiteApp. You can select the predefined search or your own custom search.
Custom Segments	Select one or more custom segments where you want to allocate labor expense. To select multiple custom segments, press and hold Ctrl on your keyboard and then click with your mouse to select. For a custom segment to be available for labor expense allocation, you must apply the custom segment 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 is considered only 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 defined in the Employee Rates List page. This is the default selection.
Employee Pay – Allocate labor expenses based on the employee pay transactions entered or imported in the Employee Pay List page.

Default Employee Pay Type

Select the option that you want to be the default selection in the Employee Pay Type field.

Note:

You must select a default employee pay type in this field prior to associating an employee pay type when fetching employee timesheets.

Employee Pay Source

Select SuitePeople to enable the system to retrieve payroll data from the SuitePeople U.S. Payroll feature.

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

Saved Search for Employee Pay

Set this field if you are sourcing payroll data from the SuitePeople U.S. Payroll feature.

If your allocation is set to Employee Pay, select the saved search to use to source payroll data generated through SuitePeople U.S. Payroll feature and employee pay transactions created through Labor Expense Allocation.

A predefined saved search labeled as SuitePeople Employee Pay is provided by the SuiteApp. You can select the predefined search or your own custom search.

Custom Segments

Select one or more custom segments where you want to allocate labor expense. To select multiple custom segments, press and hold Ctrl on your keyboard and then click with your mouse to select.

For a custom segment to be available for labor expense allocation, you must apply the custom segment 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 is considered only when the allocation source is employee pay.

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