Allocate Labor

Video: 

 How to Allocate Labor

 

Tutorial:

 

24 STEPS

1. Click Labor Alloc (Allocation)

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2. The first step is to open Nexsyis Collision [SAMPLE LEGAL ENTITY - 1: Be...

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3. Labor totals from the Work Order show on the left.

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4. Click PLUS to add a new line.

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5. Select the first labor type you want to allocate.
Click Body Labor

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6. Select your distribution method. Click Open

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7. Select "P" for percentage, "F" for flat amount, or "O" to override (or overpay) on the available hours"

Select F

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8. Type "20" to allocate 20 hours.

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9. Click Aragon, Michael

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10. Click PLUS

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11. Click Body Labor

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12. Click Chareunrath, Armando

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13. We allocated Michael 20 F hours, the second tech, Armando, was allocated 100% of the remaining labor, or 12.5 hours.
If a supplement is imported, Michael's hours will stay the same and the tech's with the % will be adjusted.

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14. Click PLUS

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15. Continue until each labor type is allocated.
Click Mechanical Labor

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16. Click Aragon, Michael

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17. Click PLUS

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18. Click Refinish Labor

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19. Click Paint Team

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20. You can remove an allocation by clicking Remove.

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21. Click Save

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22. Click Refresh

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23. You can now quickly see who is allocated to the folder.

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24. That's it. You're done.

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Here's an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2344829/Allocating-Labor

 

Open the Labor Allocation Screen

You can open the Labor Allocation screen from either the Folder by clicking the Labor Allocation button or

 

From the In Process tab, double-click the red "A" flag under the Alloc column (this flag will show if labor needs to be allocated).

 

Allocate Labor

The left side of the screen shows labor hours for each labor type on the Work Order.

Labor Allocation Overview:

  1. Click the New "+" to start a new allocation line.

  2. Select the Labor Type.

  3. Choose P, F, or O and enter hours:

    • P (Percent): Defaults to 100%.

    • F (Flat): Enter a fixed number of hours (e.g., 5).

    • O (Override): Use when overpaying beyond job hours.

  4. Select Resource Name:

    • The list filters by Labor Type and current Location.

    • Check boxes to view Resources from all Locations or all Labor Types.

  5. Add additional lines as needed.

    • Labor can be split across types (Percent, Flat, Override).

    • Example: Allocate 100% of Body Labor to Resource A, and 5 flat hours to Resource B.

      • Resource B always receives the flat amount.

      • Resource A receives 100% of what remains.

    Note: If job labor hours change, Flat allocations stay fixed, and Nexsyis recalculates Percent allocations.

  6. Click Save when done.

  7. Once labor is fully allocated, the red “A” flag will disappear from the In Process screen.

 

 

 

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