Copying Labor Distribution Templates

You can copy an existing labor distribution template to create new templates for:

  • the same employee for up to five pay codes or all pay codes in a pay summary group

  • different employees and no pay codes

    - or -

  • different employees and up to five pay codes or all pay codes in a pay summary group

Copying labor distribution templates is useful when a grant cannot be charged with certain types of employee pay, such as bonus or life insurance. A separate template is required for each pay code that represents a type of pay that is not chargeable to a grant. You can create new templates for these pay codes by copying from an existing template that contains the correct distributions. Copying labor distribution templates is also useful when you have many employees that have the same labor distributions, regardless of whether pay code is involved.

To copy a labor distribution template

  1. Access Labor Distribution Template Entry (GM10.2).
  2. Inquire to find the template you want to copy.
  3. Click the Copy button to access Labor Distribution Template Copy (GM10.4).
  4. Define the copy parameters. Use the following guidelines to enter field values.
    HR Company

    Select the HR company for the employee(s) you want in the new templates.

    Employee Group or Employee Range

    To select the employee(s) you want in the new templates, type an employee group or a range of employee numbers.

    To create templates for all employees in an employee group, type or select the employee group.

    - or -

    To create templates for a range of employees, type or select a range of employee IDs.

    To create new templates for one employee (including the employee from the source template), type the employee ID in one of the Employee Range fields and leave the other field blank.

    Pay Codes or Pay Summary Group

    Select up to five pay codes for the new templates. One new template is created for each employee/pay code combination.

    The pay code must be valid for the HR company.

    - or -

    Select a pay summary group that contains the pay codes for the new templates. One new template is created for each employee/pay code combination.

    If you leave pay codes or pay code summary group fields blank, the new templates are created with no pay code and the template distributions apply to any pay code.

    Effective

    This is the effective date for the new templates. The effective date defaults from the source template, but you can type a different effective date.

    Note: If the effective date is later than the date on the source template, it must not be later than the end date in any of the template lines.

    If the effective date is earlier than the date on the source template, it must fall in the date range for any activities in the source template lines.

    Approve New Templates

    Select whether the lines in the new templates should be created with an approved status.

    If you select No, the lines in the new templates are created with the status you select in the New Template Line Status field.

    If you select Yes, the system will check that the lines are eligible for approval and then create the lines in the new template with an approved status. A template cannot be created with a template status line of Approved if:

    • the template's salary percentage total is greater than 100 percent

    • the planned effort percentage total is not equal to 0 or 100 percent

    New Template Line Status

    If the Approve New Templates field is No, this field is required.

    Select a status for the lines in the new templates.

    • Released (R)
    • Hold (H)
    • Unreleased (U)

    If you select Released, the system will check the source template lines to make sure the lines from the source template are eligible for release. A template cannot be created with a template status line of Released if:

    • the template's salary percentage total is greater than 100 percent

    • the planned effort percentage total is not equal to 0 or 100 percent

    If you use Infor Process Automation, triggers for the Lab Dist Appr service are created for each new template line.

  5. Select the Create form action.

    The system validates the employee and pay code parameters, makes sure the effective date and new status are valid, and then starts a batch job to create one new template for each employee and pay code you specified.

  6. Review the copy job using the Online Labor Distribution Template Copy report.

    The report identifies the source template, the copy to parameters, and the number of templates successfully created. The report also includes error messages if a template could not be created. Access the report from Print Manager within any Lawson report or update program.