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An example would be when an employee receives a completely different compensation package for a period of time, such as when a journeyman is the most senior person on a job site and thus qualifies for the Foreman wage and benefit package for that period of time.
The rate class calculates rates based on a matrix of job positions (classification), pay codes, and union codes; each of which can be changed on a line-by-line basis on the timesheet.

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Setting up rate classes involves the following:

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Step 1: Enable the Rate Class Feature

You enable the rate class feature in the Posting Options window.

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1. Select Microsoft Dynamics GP > Tools > Setup > Job Cost > Payroll Setup > Rate Class.
2. Select a Rate Class and select Copy.
3. Select Copy to the message asking if you want to copy the rate class.
4. Enter a New Rate Class, Rate Class Description, and New Union Code.
5. Select Copy.

Step 3: Set up Rate Class Detail

You can set up multiple rate classes for multiple positionpositions/pay code/deduction-benefit category combinations. You can enter special rates for benefits and deductions using either a fixed dollar amount or a percentage of gross wages. These amounts override any rates set up in the Employee Deduction Maintenance window (for deductions) and the Employee Benefit Maintenance window (for benefits).

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1. Select Microsoft Dynamics GP > Tools > Setup > Job Cost > Payroll Setup > Rate Class.
2. Select a Rate Class code.
3. Fill Complete the remaining fields, as necessary.
   • Federal Classification Code
     The federal classification code is an assigned code for this type of work. This field acts as a filtering field, which allows you to view the rate classes for just one particular federal classification code.
   • Union Code
     Enter a union code to be associated with this rate class.
   • Payroll Record Type
     Select from Pay Codes, Deductions, and Benefits.
   • Position
     The job position associated with this union/rate class.
   • Deduction/Benefit Code
     If the Payroll Record Type is Deductions or Benefits, select a Deduction/benefit code from the lookup.
   • Calculation Method
     Select from the following:
     • Percent of Gross Wages: e.g. 401K matching based on employee contribution
     • Percent of Net Wages: e.g. Vacation pay or employee garnishments
     • Amount Per Unit: e.g. Pension, Health, and Welfare
     • Percent of Earnings Wages: e.g. Over-scale pay rates
   • Pay Code
     The pay code associated with this rate class, for example, hourly, salary, overtime, double-time, and so on.

   • Dollar Amount/Percentage
     For pay rate or deduction/benefit, enter a dollar amount if the calculation method is Amount per Unit, or a percentage if the method involves a percentage, for example, % of gross wages. 

     NoteIf you will be printing the Microsoft Dynamics Worker's Compensation Summary report (Reports > Payroll > Period-End), you will need to up the Job Cost Rate Class amount so that it takes into account the pay factor for the pay codes set up in Microsoft Dynamics GP. For example, if you are creating an overtime rate class and in Microsoft Dynamics GP you've created a standard pay code that is $10/hr and then create an Overtime pay code that has a pay factor of 1.5 and is based on the standard pay code, you will need to enter $15 for the Overtime rate class.
4. When finished, select Save. Your new rate class will appear in the scrolling window in the lower portion of the window. Proceed with adding other unions to the current rate class - OR - create additional rate classes.
5. To print the Rate Class report, select the printer button. This report contains a list of all rate classes and their associated unions. If a rate class is selected when you select the printer button that the rate class and union code will default as the selection criteria in the Rate Class Report window. To edit a rate class, double-click a record and edit the fields. If you change the Position, Pay Code, or Deduction/Category field, a new record will be created. The record you first selected is not overridden. The first record is overridden only if you change the amount or percentage in the Calculation Type field.

Step 4: Assign Rate Classes to Union Employees

You can assign a rate class to each union employee. Each employee can be assigned to only one rate class.

1. Select Microsoft Dynamics GP > Tools > Setup > Job Cost > Payroll Setup > Employee Codes.
2. Enter an Employee ID.
3. Enter a Rate Class. The Union Code field automatically defaults to the union code associated with that rate class.
4. Enter a Federal Classification Code.
5. Select Save. You can also assign a rate class to an employee in the following ways:
   • Assign a rate class to a job that an employee is associated with. This overrides the rate class in the Employee Maintenance Codes window. See Assign rate classes to jobs (below).
   • Assign the rate class to payroll transactions. The rate class is assigned to the employee for that transaction only , and overrides the rate class assigned in the Job Maintenance and Employee Maintenance Codes windows.

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Step 5: Assign Rate Classes to Jobs

You can assign one rate class for each job. The rate class entered in the Job Maintenance window overrides the rate class in the Employee Maintenance Codes window.

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For information on processing payroll with rate classes, see Processing Payroll with Union Rate Classes (optional). This section also contains examples of the many uses of the rate class feature.