Budget - The total amount billed to the client for the project (set on Project Profile).
Labor - The sum of labor costs based on APPROVED time only.
Overhead - Calcuated cost: overhead % * labor = overhead (set on the Project Profile).
Expenses - The sum of expenses costs. Expenses are recorded at the bottom of the Project Details page.
Total Costs - Calcuated costs: labor + overhead + expenses = total costs.
Profit/Loss $ - Calcuated amount: budget - total costs
Profit/Loss % - Calcuated percentage: total costs / budget
Overhead % - Used to calcuate overhead costs for a project. Labor * Overhead % = Overhead. This value is visible as a cost in a Project Details page.
Allow Future Weeks Entry - If checked, it allows user to enter and submit time sheets in future weeks for the particular project, otherwise the user will be denied the ability to submit.
Include in Time Sheets Export - Some projects and overhead projects are meant to be used for record keeping only and do not require payroll processing (eg, Unpaid Time Off).
Include in Overhead Calculations - Particular Overhead projects (eg, Sick or Vacation) do not calculate into overtime hours/costs for an individual.
Time Approvers - Users assigned to a project or overhead project that have the access level to approve the associated line items.
First Name - Legal first name
Last Name - Legal last name
Nickname - The preferred first name that the user goes by
Email - Email address that user will use to log into Simple
Payroll ID - Used to integrate with Payroll systems
Systems ID - Used to integrate with IT systems
Alernate ID - Used to integrate with additional sytems
Phone Number - Mobile, Home, or Work Number
Active - When active, the user is able to access your organization's version of Simple. Setting to inacive will remove access and your organization from their login options.
Auto-Renew - The user's account will stay active until manually deactivated. If unselected, the user account will be deactivated at the end of the month.
Contracts - A contract contains a location, rate type, rate amount, start and end date for a user. Multiple contracts can exists, but none can overlap.
Roles - A role contains a department, position, level, start and end date for a user. Multiple roles can exists and they can overlap.
Time Sheet Delegate Access - Allow another user to fill in the time sheet for this user (common for C-Suite or Execs). This is typically left unassigned.