This article will outline the steps to enable per diem for each worker on individual projects. The Perdiem can be manually applied daily or, if selected, automatically applied per shift.
Part 1: Enable Per Diem for a Worker
Step 1. Select the project > Click on Project Workers
Step 2. Find the worker and click on the Per Diem option to enable it
Step 3. Check the box to make the worker eligible for Per Diem, then fill in the required details
Note: You will be asked to select an Expense Code.
- Set Automatically:
The per diem will be auto-assigned to the worker’s first punch of the day.
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Auto-Assign from Worker’s Shift Cost Codes:
If checked, the system will match the per diem cost code to the cost code where the worker logged the most hours for that day.
In case the Per Diem was not chosen to be automatically set, it would be necessary to add it manually to the worker's shift. For this:
Part 2. Automatic Settings
Step 1. Find the shift of the worker and select the Per Diem icon (if dark grey, means the expense is enabled for the worker)
Step 2. Click Add expense > Select Per Diem
Step 3. Add as many per diem or expenses as needed and select cost code if applicable. Click the "save" icon
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