Labor Cost Transfer Template Entry (GM12.2)

Use Labor Cost Transfer Template Entry (GM12.2) to create and maintain labor cost transfer distribution templates.

Note: You can also use Labor Cost Transfer Template Creation (GM466) to automatically create labor cost transfer templates for selected employees when actual-to-salary or actual-to-planned effort variances exceed a user-defined tolerance.

Labor Cost Transfer Processing (GM170) uses labor cost transfer templates to automatically reallocate expense distributions for payroll wages and company-paid expenses to other grant activities and general ledger accounts (departments).

Because only one post date is allowed on GM170, you may want to create templates that contain start and end dates that align with Project Accounting and General Ledger calendars.

For example, if a template covers the period from May 1 through July 17, then GM170 selections will include it if the start date range includes May 1 and the end date range includes July 17. However, this means all redistributions will be posted to the date specified on GM170 parameters. To ensure that redistributions post to May, June, and July respectively, create one template for May 1 - May 31, another for June 1 - June 30, and a third for July 1 - July 17.

Note: The salary percentage total for all distribution lines must equal 100 percent. If you are using effort percentages, the employee must be subject to effort reporting. If you use effort percentages, both effort AND salary percentages must equal 100 percent.

Labor cost transfer templates are similar to regular labor distributions (GM10). You can address the template containing the distributions by employee and any combination of pay code and job code or position. One start and one end date apply to the entire template.

Note: If you use Lawson ProcessFlow to route labor cost transfer templates for approval, you must release template lines before they can be approved on Labor Cost Transfer Approval (GM13.2), Labor Cost Transfer Template Approval (GM13.1). If you do not use Lawson ProcessFlow to route labor cost transfer templates for approval, you can use Labor Distribution Mass Status Change (GM115) to approve several template lines at once.

More Information

Salary Cap

If a Check Cap message is displayed on a template line, then the activity in the line is subject to salary cap and the employee's current annual salary exceeds the annual salary cap amount. You can use the Salary Cap action to reduce the salary percentage in the labor cost transfer line and create a new labor cost transfer line to charge the excess salary to an overage activity, if any, and GL account.

The employee's current annual salary is determined using the Total Prorated Salary shown on Compensation Analysis (HR11.2).

Salary cap amounts and overage labor cost transfers are determined by parameters in the activity that are subject to salary cap. These rules are defined on Activity (AC10.1):

The activity Salary Cap field must be set to Yes and a salary cap schedule must be assigned.
Salary cap amounts come from the salary cap schedule assigned to the activity. The annual salary cap amount is determined by the Use Current Cap field. If the Use Current Cap field is No, the annual salary cap amount in effect as of the activity start date is used. If the Use Current Cap field is Yes, the newest, active salary cap amount is used.
The GL account and activity in the overage labor cost transfer line are populated with a combination of overage field values from Activity (AC10.1) and the GL account and activity in the template line containing the activity subject to salary cap. "Follow the originator" rules apply. For example, the activity subject to salary cap has an overage company and account only (no overage accounting unit). The overage line is created using the overage company and overage account on Activity (AC10.1), and the accounting unit from the labor cost transfer line containing the activity subject to salary cap.
To apply salary cap rules, all lines must have an unreleased status. The salary cap action applies only to lines where the Check Cap message is displayed. Salary Cap rules do not affect planned effort percentages.