If you use Timesheets in LabOrders, the Salary Cards functionality allows you to automatically calculate HR costs and sync them with Payment Requests (PR) within the Project management module.
Before starting, ensure your project is correctly configured in Timesheets planning & privileges.
1) In the Timesheets planning & privileges table, locate the project. Click the Actions arrow on the project line and select Users.
2) Find the specific user in that project. Click the dropdown arrow at the end of their row and select Salary Cards.
3) A facebox will appear. Complete all mandatory fields. Click Submit.
LabOrders uses one of two primary formulas based on your selected calculation method
-
Real cost = ( (base_salary + %soc_security_institution) x months_worked / months_paid) + monthly_meal_allowance ) x [1 | %worked_in_month]
- Hourly cost = month_hourly_rate x hours_worked_in_month
It is important you fill all the required fields for the calculation formula corresponding to the cost calculation method you choose.
4) On Timesheet approvals page, search for the line with the information about the user, month and project you were working with. On the dropdown actions arrow, select HR costs. Here you can see the total imputed cost for that case.
Automatic PR Creation: Once approval is requested, a line item is automatically generated in the Payment Requests page reflecting the total imputed value.
Manual Sync: You can manually trigger a sync via the Sync PR documents option found in the dropdown menu next to the total imputed cost (HR costs).
Budget Tracking: These values are automatically considered for the relevant project rubric under More > Grants, providing an up-to-date view of the grant budget.
Note: For the HR cost imputation to be possible, timesheets must be on the approval workflow.