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Setting Up JC Liability Template

JC Liability Template defines how employer-paid Payroll liabilities (burden) charge to Job Cost. Use different templates by job type, state, or specified rates (for example T&M vs fixed-price, or one rate set per state). Assign the template on JC Jobs after setup.

:::note Partial Trimble coverage The 2026-09-09 Trimble pass captured the Liability Template About page, then hit a mid-browse captcha on the Job Master link before a fuller field walk. Depth below follows About facts plus card answers. Re-check Field Definitions when help access is warm. :::

Before you start​

  • PR liability types / codes and the JC phases / cost types you will post burden to exist.
  • Know which liabilities use exact Payroll amounts versus Rate of Gross (R).
  • You have permission to maintain JC liability templates.

Steps​

  1. Open JC Liability Template and create the template.
  2. On Liability Types, list each liability that applies:
    • Posting phase
    • Posting cost type (or use the earnings cost type when that is the intended target)
    • Calc method: exact amounts as calculated in Payroll, or rate
  3. On Basis Earnings Codes, identify earnings included in the Rate of Gross basis. This tab is required only for Method R. A red warning beside the template description clears once every rate liability has at least one basis code.
  4. When PR interfaces to Job Cost, liabilities whose PR liability type matches the template combine and interface as rate-of-gross using Liability Rate x the basis earnings codes for that type.
  5. Assign the template on JC Jobs. Use Copy Template when cloning a similar template for another state or job type.

Notes​