Labor Grades Screen/Form Changes

These are the form/screen changes:

1. New Labor Grades form (SedonaSetup > Labor Grades):

• This is a standard setup form. All wage rate values must be greater than or equal to 0.
• There is a Prevailing Wage checkbox on each labor grade.
  • If this checkbox is selected, the labor grade is included in the technician Prevailing Wage Labor Grade dropdown and job-specific prevailing wage rate form.
  • If this checkbox is cleared, the labor grade is included in the technician Non-Prevailing Wage Labor Grade dropdown.
• During migration, an ‘Unspecified’ labor grade is created that holds all existing job prevailing wage rates. ‘Unspecified’ can be made inactive once users add real labor grades.

2. Prevailing Wage form:

• We removed this form.
• Existing prevailing wage records are migrated to corresponding labor grades:
  • Prevailing wage description becomes the labor grade description.
  • Prevailing wage rate becomes the labor grade direct wage rate.
  • Labor grade indirect wage rate is also set to prevailing wage rate (there is no direct/indirect distinction as existed before).
  • The labor grade prevailing wage checkbox defaults to selected.
• Users can reassign technicians to appropriate labor grades.
• Users can make old labor grades inactive or delete them if no longer needed.

3. Technician Edit form (SedonaSetup > Technicians):

• On the Installation tab, there are two new labor grade dropdowns:
  • Non-Prevailing Wage Labor Grade: this used when a job is not marked as prevailing wage.
  • Prevailing Wage Labor Grade: this used when a job is marked as prevailing wage.
  • Which one is used depends on the job’s prevailing wage checkbox status (selected or cleared).
• Migration:
  • Prevailing wage labor grade is set to ‘Unspecified’ for all existing technicians:
    • Ensures that prevailing wage functionality continues on existing jobs.
    • A job’s prevailing wage rate is stored under ‘Unspecified’ labor grade
    • Technicians must also have ‘Unspecified’ for clocked time to use a job’s prevailing wage.
  • Non-prevailing wage labor grade: Set to ‘N/A’ for all existing technicians.
  • This preserves existing pay rates functionality.

4. Edit Labor Tasks form:

• New field: Labor Type: Direct or Indirect. Once time is clocked against a labor task, the labor type cannot be changed.
• New Field: Override Wage Rate: Empty or greater than or equal to 0.
  • If set (including 0.00), this overrides the technician’s labor grade rates or pay rates.
• Migration: All existing labor tasks set to ‘direct’ type with empty override wage rate.

5. Job Work Order Entry form:

• Users can change this even after job is in progress.
• Uses whatever setting is in effect when technician time is recorded.

6. New Job-Specific Prevailing Wage Rates form:

• Users access this using the button next to the Prevailing Wage checkbox on the Work Order Entry form.
• This shows current direct/indirect wage rates for reference (read-only).
• This also shows all active labor grades with prevailing wage rates defaulted to direct wage rates.
• Users can add rows for new labor grades added after initial setup.
• Users can delete rows for labor grades that are no longer needed.
• If a technician’s prevailing wage labor grade lacks a prevailing wage rate on the job, the system uses the labor grade’s direct wage rate.
• Migration: The existing prevailing wage rate is moved from the job header to ‘Unspecified’ labor grade.

7. Job Costing form:

• The Detail View button shows the Job Labor Tasks in detail view. The labor grades shown depend on job’s prevailing wage status:
  • Prevailing wage job: Shows the prevailing wage labor grades.
  • Non-prevailing wage job: Shows the non-prevailing wage labor grades.
• This has a switch for Summary or Detail:
  • Detail view: Shows all labor grades for each task separately.
    
  • Summary view: Rolls up all labor grades into actual units/costs.
    

• A new button in the Actual column/Other row shows the breakdown of other costs by expense type.

8. Job - Time Sheet form:

• This is the hierarchy for the Pay Rate:

1. Does the labor task have an override wage rate?

• Yes: Then use the override wage rate.
• No: Go to step b.

2. Is the job marked as prevailing wage?

• Yes: Go to step c (Prevailing Wage Path)
• No: Go to step f (Non-Prevailing Wage Path)

Prevailing Wage Path

3. Does the technician have a prevailing wage labor grade?

• Yes: Go to step d.
• No: Use the technicians regular pay rate.

4. Is the labor task marked as 'direct'?

• Yes: Go to step e.
• No: Use the technicians prevailing wage labor grade’s indirect wage rate.

5. Does the job have a prevailing wage assigned to the technician's labor grade?

• Yes: Use the job’s prevailing wage rate.
• No: Use the technicians prevailing wage labor grade's direct wage rate.

Non-Prevailing Wage Path

6. Does the technician have a non-prevailing wage labor grade?

• Yes: Go to step g.
• No: Use the technician’s regular pay rate.

7. Is the labor task marked as 'direct'?

• Yes: Use the technicians non-prevailing wage labor grade's direct wage rate.
• No: Use the technicians non-prevailing wage labor grade's indirect wage rate.
• If a user manually changes a defaulted rate, there is a confirmation warning.