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Adding Labor

You can add Labor Entries to a work order when editing the work order, using the Work Order Summary page, or you can enter multiple Labor Entries on multiple work orders by using the WO Labor page.

Adding Labor from the Work Order Form

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  • Click on the Work Orders menu icon, then select Work Orders.
  • Right-click on a Work Order record and select Edit.
  • In the Labor Entries section, click the Employee Labor button if you are adding labor for an internal employee. If you need to add labor for an individual that does not work for your organization, click the External Labor button.

 

Adding Employee Labor

  • Click the Employee Labor button.
  • The Add-Edit Labor form will appear in a pop-up.
  • Select the User you are entering labor for by clicking the Select User icon () and choosing the user from the select user window or click the Select Me icon () to automatically select yourself.
  • Record when the labor began in the Start Date field.
  • The End Date will automatically be populated with the current date and time, but can be adjusted as needed.
  • The Hours field will calculate based on the start and end dates entered.
  • Choose the type of labor in the Reg/OT field.
  • The Sub total($) field will calculate based on the Hours field and the Wage that was entered in the user's profile.
  • Enter a Description if necessary.
  • Click Save to record the labor entry.

 

Adding External Labor

  • Click the External Labor button.
  • The Add-Edit External Labor form will appear in a pop-up.
  • Enter the appropriate information into the Company Name, Job Title, First Name, and Last Name fields.
  • Record when the labor began in the Start Date field.
  • The End Date will automatically be populated with the current date and time, but can be adjusted as needed.
  • The Hours field will calculate based on the start and end dates entered.
  • Enter the Wage. The total cost of the labor will automatically calculate once the record has been saved.
  • Type a Description if necessary.
  • Click Save to record the labor entry.

 

Adding Labor from the Work Order Summary Page

  • Click on the Work Orders menu icon, then select Work Orders.
  • Right-click on a Work Order record and select Edit Labor Entries.

 

 

  • In the New section at the bottom of the page you will see five rows to enter labor for the Work Order.
  • Click the Add button and then choose from the following options:
    • Myself - This will add a labor entry in the New section with your employee information filled in.
    • Assigned To - This will add a labor entry in the New section for each user who is assigned the Work Order.
    • Users - This will bring up the Select User window. Once you select a user(s), this will add a labor entry in the New section with the user's information.
    • Quick Labor Entries - This will add five additional blank labor entry rows to the New section.
    • External Users - This will add five labor entry rows in the New section with the Employee # listed as "External User."
  • Fill out the remaining fields on the labor entry.
  • Click Save at the top of the page. Any labor entries entered in the New section will now appear in the Added section.

Adding Labor from the WO Labor Page

If you need to add multiple Labor Entries to multiple work orders at one time, you can do so on the WO Labor page.

  • Click on the Work Orders menu icon, and then select WO Labor.
  • Click the New button.
  • If you are entering labor for an internal user:
    • Enter the Work Order # in an empty labor entry row in the Internal Users section. This will populate the Work Order information.
    • Enter the Employee #. This will populate the Employee's information.
  • If you are entering labor for an external user:
    • Enter the Work Order # in an empty labor entry row in the External Users section. This will populate the Work Order information.
    • Type in the external user's information in manually.
  • Click Save & Exit.

 

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