Adding New Earn Codes

Overview

An Earn Code is a unique identifier used to categorize the types of transactions associated with an employee, such as but not limited to:

  • Rate: Weekend, REG, OT pay
  • Dollars: Bonus, Per Diems, Background Check
  • Units: Quantity of reported transactions

Earn Codes ensure that employees are paid correctly and the customer is billed correctly. They can be entered by the employee, generated automatically, or modified by an administrator.

Create an Earn Code Template for Earn Codes that are frequently used together. Users can select the template when creating a new Rate Card instead of each Earn Code individually.

This article contains information on how to set up Earn Codes in Bullhorn One. You should set up a new Earn Code to categorize a new payable or billable charge.

Before You Begin

Earn Codes are setup for your entire Bullhorn instance. They are not limited by Private Label or Department.

Adding Earn Codes is typically a system or billing administrator function. Users who have the Add Earn Code and View Earn Code entitlements can add Earn Codes. If you need user types to be updated please reach out to Bullhorn One Support.

Steps

  1. Navigate to Menu > Admin > Earn Codes.
  2. Choose Add Earn Code in the upper right corner.
  3. On the Add Earn Code screen, complete each of the fields as needed:

    FieldDescription
    Earn CodeA user-defined value for the Earn Code. This appears throughout the system in the Earn Code fields picker along with the title of the Earn Code.
    TitleThe user-defined name for the Earn Code.
    DescriptionTypically used to explain what the earn code is for or represents.
    StatusDetermines whether the Earn Code is Active and ready to use or Inactive.
    Unit of Measure

    Earn codes can be setup as Hours, Units, Amount, Days, or Weeks depending on how the code is being used.

    Pay/Bill Options

    Defines if the monetary transaction associated with the Earn Code will be paid to the employee (Pay Only), invoiced to the customer(Bill Only), or both (Pay & Bill).

    Allow for Self Service Employees can enter time in Bullhorn Time & Expense against this earn code, Yes or No.
    Charge Type Defines if the Earn Code is applicable for Time, Expense or Time and Expense.
    Are Rates Required Used to set up expenses that do not have any consistent rate. When entering in Bullhorn Time & Expense, you define the rate during entry.
    Taxable? Determines if the Earn Code is included or excluded when calculating sales tax on an invoice.
    Accrues Overtime?Determines if the Earn Code is set to calculate overtime/doubletime.

  4. When you are finished configuring the Earn Code, select Save to confirm your changes.
  5. After your changes have been saved, you will need to enter the Earn Code information in Bullhorn Time & Expense as an Adjustment Code.