Labor Activities

Labor Activities classify non-service-call time entries and, when enabled in General Settings, provide the debit and credit GL mapping used for unbilled journal posting to Business Central.

When a Time Entry has no Service Call, users must select a Labor Activity.

Step 1: Create the Labor Activities

To create a labor entry:

1. In Forge, go to Settings > Shared Settings > Labor Activities.

2. Click New.

3. Enter the information for the labor activity.

4. Click Save.

Repeat these steps for each labor activity you want to add.

Tip: If you accidentally create a labor activity you don't need, simply mark it as Inactive rather than deleting it.

Step 2: Set Up Rate Categories for Labor Activities

Create Rate Categories

Next, you'll need to create the appropriate Rate Categories.

1. In Forge, go to Settings > Shared Settings > Rate Categories.

2. Click New.

3. Create a new rate category. Based on your labor activities, you'll want to create a Vacation wage category.

Link the Rate Category to Greenshades

To ensure payroll integration works correctly:

1. While still in the Create Rate Category window in FORGE, click Fetch Earning Codes.

2. The highlighted section will display all available Greenshades earning codes.

3. Match the appropriate Greenshades earning code to the FORGE rate category.

4. Click Save.

Additional Rate Categories

If you would like the Training, Safety Meeting, or Admin labor activities to use an Unbilled rate category instead of a standard rate category, you'll also need to create the following rate categories:

• Unbilled-Reg

• Unbilled-OT

• Unbilled-DT

Step 3: Assign Employee Rates

Each employee must have the appropriate rate categories assigned, along with their corresponding pay rates.

1. In FORGE, go to Employees.

2. Open the employee record.

3. Review the existing rate categories.

4. If a required rate category is missing (for example, VACN for Kevin Gross), click New.

5. Enter the required information.

6. Click Save.
   Note: You can leave the Position field blank. Forge will automatically populate it when you save the record.

   Repeat this process as needed to ensure every employee has the correct rate categories assigned.

Final Review

After completing the setup:

• Verify that all required labor activities have been created.

• Confirm that each rate category is linked to the correct Greenshades earning code.

• Review employee rate assignments to ensure every employee has the appropriate rate categories configured.