Creating Layout Components

Layout Components represent the stages of work that your jobs as a whole are comprised of. All components that are performed on a recurrent basis are created in the system. When a Job Layout is created, the specific components that apply are assigned to the layout individually.

Layout Components are created based on the Job Levels that you have specified in the "Job Tracking Settings" section of the program. For example, if equipment/material estimates have been selected at "Job Level 3" only, the ability to add these estimates to your layout will only appear at level 3.

1. From the main "Job Tracking" tab, click on the [JOB LAYOUT] icon under the Settings section of the screen, or on the "Job Layout" link from the row of links located below the main program navigation tabs.
2. The main Job Layouts screen is comprised of two sections. The top section of the screen is Job Layouts. This is where you create your actual layouts after your components have been entered. Layout Components appears in the bottom section of the screen. Click on the [ADD] icon to create a new component.
3. Enter a Name for this component as you would like it to appear in the program.
4. Select the desired Job Level from the drop-down menu. The screen changes based on the settings specified for the selected Job Level in "Job Tracking Settings."
5. Enter a Description for this component.
6. Enter an Export Code. This code is used when transferring Job Tracking information from TimeForce II to an external payroll program.
7. Use the Department field to assign this component to a specific department level. Click on the "No Department" link and make the desired selection from the menu that appears.
8. If you would like to assign this component to a Job Group, make the desired selection from the drop-down menu.
9. If you would like to assign this component to a Customer, make the desired selection from the drop-down menu.
   Note: This option will only appear if it has been selected in the properties of the Job Level.
10. If you would like to assign this component to a specific Base Pay Code, make the desired selection from the drop-down menu.
11. Select the Premium Pay Codes that you would like to assign to this component, if desired. By default, all codes are unselected. To assign codes to the component, highlight the desired codes in the Unselected box and click on the icon. The codes are moved to the Selected section of the screen.
    Note: This option will only appear if it has been selected in the properties of the Job Level.
12. If "Allowed Tasks" and/or "Allowed Employees" have been selected in the properties of the Job Level, the corresponding fields will appear in the Layout Component. By default, all tasks and employees can be used with this component. These settings allow you to restrict the tasks and employees that can be used. Remove the check mark from the Allow All option to display the selection windows. All available tasks/employees are displayed in the Unselected box. Highlight the tasks or employees that you would like to assign to the component, and click on the icon. The highlighted selections are moved to the Selected box.
13. If equipment, material, and/or labor estimates are selected on the Job Level, the Estimates section will appear on the Layout Component. Equipment and Material figures are entered individually. Select the piece of equipment or type of material from the drop-down menu and click on [ADD]. The Quantity and Cost of each can be specified. A Total is calculated based on your settings. To remove a figure, click on the icon.
14. When using "Labor" estimates, you have the option of assigning hours worked to a Task in the system. Select the desired task from the drop-down menu (or select "No Task") and click on [ADD]. Enter the estimated number of Hours and total labor Costs. A Total is calculated based on your settings. To remove an estimate, click on the icon.
15. An estimated Grand Total is calculated at the bottom of the screen.
16. Click on the [CREATE] icon to save the Layout Component.

Each Layout Component is listed on the main Job Layouts screen. It is these components that will be used when a layout is created. Click on the icon to inactivate a component. Inactive components are not used by the system, but are retained for later use.

Related Topics

• Refer to Job Levels for instruction on creating your levels and specifying properties.
• See Job Tracking Settings for information on creating Job Groups.
• See Customers for information on creating customers.
• The next setup step is to use the components Create Job Layouts.