Flag Labor

Tutorial:

Open a Flag Batch

Open Operations > Flag Labor [Labor].

At the top of the screen, select a Period Ending Date. To view historical flag batches, choose a date from a previous period.

Status Definitions:

• < > — Indicates a new batch

• Open/Pending — The batch has been started but not yet finalized

• Approved — The batch has been finalized

Select a location by double-clicking the line. Note: The employee must have permission to access the selected location.

If the Period Ending Date is in the past, opening a pending batch will prompt a message asking if you’d like to refresh. Click “No” only if all work is complete, and you're satisfied with the results but haven’t finalized yet.

Otherwise, click “Yes” to update with the latest flag hours from the Work Orders.

View Flag Labor

The screen will display all Folders that were completed or delivered within the selected Period Ending Date.

To view jobs still in progress, check the 'In Process' box located under the Resource drop-down at the top of the screen.

Columns Explained:

• SC – Sales Code 

• Alloc Total – Total number of hours allocated on the Work Order

• Prior – Hours already flagged in previous weeks

• Current – Hours automatically allocated for the current week, based on the completed or delivered date (according to your company’s settings)

• Remaining – For in-process jobs, the number of hours that have not yet been allocated

Note:
Jobs will appear in the current flag batch regardless of when they were completed if the Work Order or Labor Allocation has changed.

Flag Ahead for Advance Pay

To pay a technician in advance, you can flag hours on jobs that are not yet completed.

1. Select the appropriate Resource.

2. Check the In Process box.

3. Click Refresh.

Folders that are still in progress will display their status in the Completed column.

Right-click on the job you want to flag ahead and choose one of the following options:

• Flag Manual – Enter a specific number of hours to flag

• Flag Remaining – Flag all remaining unallocated hours

Any hours flagged ahead will be deducted from the next period’s allocation.

Helper Deductions

Deducting Helper Pay from Team Total:

Some teams have helpers who are paid hourly rather than by commission. These clocked hours can be deducted from the team's total.

Once the Timeclock is finalized for the week:

1. A list of eligible helpers will appear in the drop-down menu.

2. Select a helper from the list. Each name will display the total eligible amount in parentheses.

3. Enter the amount you wish to deduct (up to the full amount shown).

4. Click the green plus (+) button to add the deduction.

5. Repeat as needed to add multiple helpers.

Note: To appear as a helper, an employee must:

• Be assigned a job code marked as Hourly

• Have Direct Labor checked

• Have clocked hours in the Timeclock during the selected period

Printing Flag Work Sheets

Click Print at the bottom of the screen. A separate page will be printed for each technician or team.

To print a page for a single technician or team, select the desired technician (or team) from the Resource drop-down at the top of the screen.

Finalize Flag Batch

When you are satisfied with the Flag Batch, click the Approve button in the bottom right corner. Print the paperwork if needed.

Other Technician Flag Reporting

The "Technician Flagged Labor" report, found under the Reports screen > Payroll menu, displays labor flagged to technicians across multiple Flag Batches.

To view totals for each technician during the selected time period, group the report by Location and then by Employee.

Note:
Flag transactions are recorded by the period ending date of the pay period they apply to. Flags are not tracked or reported by other dates, such as month-end dates.

The GP Analyzer shows folders invoiced within the selected date range and includes all flags associated with those folders, regardless of the pay period in which the flags were recorded.