The employee category provides a method of grouping the employees into user
defined subdivisions. The employee category can be used as a query criterion
in several pages, i.e., you can easily select employees belonging to a certain
category. For instance, in the Employee Analysis
page you can retrieve a variety of information, while selecting or grouping
the employees by a category at the same time.
In the IFS/Payroll Interface,
you can transfer employee records by the employee category.
Compared to other classifications of employees, (for example, using property
codes and the free fields), the employee category has the ability to control
the financial accounting. The Employee Category is one of the control types
available in the IFS/Accounting Rules. The following standard posting types
let you use the employee category for posting control. (Local components, e.g.,
payroll, are not included).
| Component | Posting Type | Posting Type Description |
| Employee Payment | EP1 | Employee advances |
| EP2 | Employee payment | |
| EP3 | Employee travel claims | |
| EP4 | Employee payables | |
| Travel Expense | TX1 | Travel expenses |
| TX2 | Travel expense tax | |
| TX3 | Travel expense employee claims | |
| TX4 | Project travel expenses | |
| TX5 | Travel expense advances | |
| TX6 | Work order travel expense | |
| Project Reporting | PRJC1 | Project personal costs |
| PRJC2 | Project personal costs - counter booking | |
| PRJT1 | Project time | |
| PRJT2 | Project time - counter booking | |
| PRJI1 | Project invoicing (including tax) | |
| PRJI2 | Project invoicing (no tax) | |
| PRJW1 | Work-In-Progress - Project Personal Cost | |
| PRJW2 | Work-In-Progress - Project Personal Cost - counter booking | |
| PRJW5 | Work-In-Progress - Project Time | |
| PRJW6 | Work-In-Progress - Project Time - counter booking | |
| Shop Floor Employee Reporting | SFRT1 | Operation time Debit |
| SFRT2 | Operation time Credit |
In some pages, the employee category is used as an option to link information to the employees. For example, in the Travel Expense component you can define an expense rule and connect it to an employee category. By doing this, you do not have to enter the information for every single employee. In the same way, you can set the hourly standard cost for employees through the employee category in the Standard Costs page.
Before entering the categories you should consider the following:
Is there
a need to coordinate the information with an existing attribute in the payroll
system?
Is a certain posting control required?
Is there a multi-company
situation that requires a coordination to facilitate cross-company analysis?
Are there specific needs to group employees in pages, such as the
Employee Analysis page?
The traditional employee categories are: White Collar, Blue Collar, Hourly Paid, Monthly Paid, Union Contracted Employees, and so on.
The employee category is linked to the employee number, and it is not date effective. To change an employee's category and keep the history, you need to create a new employee number for the employee.