This guide provides instruction on the Job Costing functionality, also known as Estimated Interpretation, within the SAGE/2C9/People Pay solution. It is intended for Administrators and Schedulers responsible for managing resources and job assignments.

The Job Costing feature in SAGE/2C9/People Pay allows Schedulers to determine the estimated pay rates for a resource assigned to a job before the work is performed or the timesheet is processed. This functionality, referred to as Estimated Interpretation within SAGE/2C9/People Pay, provides a breakdown of potential costs, including normal pay and overtime, and highlights any potential award violations.

The primary benefit is enabling Schedulers to make informed decisions regarding resource allocation based on potential costs, thereby helping to reduce the risk of overpayment.

Terminology

The following terms are central to understanding the Job Costing functionality:

Term	Definition
Job Costing	The Skedulo term for predetermining the estimated pay rates for a resource for a particular shift or job prior to it being worked.
Estimated Interpretation	The SAGE/2C9/People Pay term for the process of calculating estimated pay rates, equivalent to Skedulo’s Job Costing.
Pay Transaction	Records in SAGE/2C9/People Pay that represent the amount a resource will be paid for a specific timesheet entry.
Timesheet Entry	Records created in SAGE/2C9/People Pay from Jobs, Activities, or Shifts in Skedulo as part of the timesheet approval process.
Award Violation	Specific payment scenarios or entries identified in SAGE/2C9/People Pay that deviate from standard award rules, flagged based on configured Pay Codes.

Process Overview

The Job Costing process is initiated by a Scheduler in Skedulo. It involves a series of steps that temporarily transfer and process job data in SAGE/2C9/People Pay to generate estimated pay transactions. These estimations are then returned to Skedulo for display.

Scheduler Procedure for Job Costing

Schedulers utilize the Job Costing feature from the allocation screen when considering the assignment of a resource to a job.

1. Access the allocation screen for the relevant job.
2. Select the resource(s) you are considering for assignment. A maximum of 5 resources can be selected at one time for costing.
3. Click the Get Costing button located on the allocation screen.
4. Review the costing details displayed for each selected resource. The breakdown includes:
   • Normal Pay
   • Overtime (OT) Pay
   • Total Estimated Cost
   • Award Violations, detailing specific violation types and their associated costs.

This information allows the Scheduler to evaluate the financial impact of assigning different resources before making the final allocation.

High level flow for job costing

The high-level flow is as follows:

• A Scheduler selects one or more resources for a job and triggers the Get Costing function in Skedulo.
• Skedulo creates temporary records representing the potential assignment and timesheet data for the selected resources and the job.
• This temporary data is used to create a temporary timesheet in SAGE/2C9/People Pay, marked specifically for estimation.
• SAGE/2C9/People Pay runs an Estimated Interpretation routine on the temporary timesheet data, calculating estimated pay transactions. These estimated transactions are marked as ‘Other’ and are excluded from normal payroll processing.
• SAGE/2C9/People Pay signals completion or error via a platform event.
• Skedulo receives the data, retrieves the estimated pay transactions from SAGE/2C9/People Pay, and displays the cost breakdown and award violations in the user interface.
• The temporary records created during the process are subsequently removed.

Configuration

To enable and manage the Job Costing functionality, Administrators must ensure the relevant packages are installed and configured correctly.

• Ensure the necessary Skedulo and SAGE/2C9/People Pay Integration packages are installed and up-to-date.
• Configure the required Custom Settings within the Sage Integration Settings:
  • Keep Temp Job Costing Timesheet: Ensure this checkbox is selected to allow for temporary storage of costing information.
  • Award Violation Pay Codes: Configure this custom setting with a comma-separated list of Pay Code names that represent award violations in SAGE/2C9/People Pay. These will be flagged as Award Violations during job costing.
• Configure specific Skedulo settings (Skedulo Configs) related to the allocation interface to enable the costing button and path.
• Ensure necessary fields are added to the Resource page layout in Salesforce. These include:
  • Sage Award Classification
  • Sage Award Level
  • Payee ID
  • Interpretation Rule
• Add the Sage Timesheet field to the Skedulo Salesforce Timesheet page layout.

Award Violations

The Job Costing feature explicitly displays Award Violations. These are identified by comparing the calculated pay codes against a list of pay codes configured in the Award Violation Pay Codes custom setting. The display shows the Pay Transaction Pay Code Name and the associated estimated Pay Transaction Pay Total.

Data Cleanup Procedures

Data cleanup is a critical aspect of maintaining system performance and data integrity, particularly for the temporary records generated by Job Costing.

• Automatic Cleanup (SAGE/2C9/People Pay):
  • A daily batch process automatically deletes estimated pay transactions (those with Record Type ‘Other’) created during job costing. This process removes transactions created between 1 and 25 hours ago.
• Automatic Cleanup (Skedulo):
  • When Skedulo receives the platform event indicating the completion of the Estimated Interpretation process for a specific Timesheet ID, the associated temporary Temp Job Allocation records are automatically deleted.

These automated processes ensure that temporary data generated for costing purposes does not persist unnecessarily.