Use the Job Costing settings to create jobs, assign them to employees or groups, and configure how labor costs are tracked for reporting and payroll purposes.
Before configuring job rates or job costing rules, you must first create at least one job under the Jobs section.
When job costing is configured to require a job, users must select the final required job level before they can add a manual time or duration entry.
Create a job
Go to Global Settings > Job Costing > Jobs.
Click the floating Add button.
Enter a unique Code and Name.
Examples:
Account Management
Warehouse Operations
Field Installation
Customer Support
Project Alpha
Construction Site A
Job codes are used for reporting and historical tracking.
Job codes cannot be reused after they have been assigned.
A job code may match the job name if needed.
Optional: Select one or more Tags or Geofences.
Under Team Assignments, configure who can access the job.
All Employees makes the job available to everyone.
Groups limits the job to specific teams.
Employees assigns the job individually.
Click Save.
Configure a job
After creating a job, you can configure rates, guaranteed hours, and job costing options.
Go to Global Settings > Job Costing > Jobs.
Select the job you want to configure.
In the job details panel, click Configure Rate.
If no configuration exists, click Create Rule.
Enter a Name for the job configuration.
Select when the configuration becomes active using the Starting on field.
Select who the configuration applies to.
Everyone applies the configuration to all assigned employees.
Specific group applies the configuration only to selected groups.
Specific employee applies the configuration only to selected employees.
Verify the selected Job Name.
Under Job Rate, select a Rate Type, if applicable.
Under Job Options, configure additional settings, such as:
Guaranteed Hours
Time Code
Click Save.
Job configurations let you create multiple costing rules for the same job.
Different rules can apply based on employee groups, employees, rates, or effective dates.
Create additional configurations whenever the same job requires different costing behavior.
Example scenarios
Create separate configurations for weekday and weekend rates.
Assign different costing rules to warehouse employees and field technicians.
Apply guaranteed minimum hours to selected project teams.
Track labor costs by department, customer, or project.
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