Each pay code rule that belongs to an agreement may have one or more actions that can be applied if all of the conditions of the pay code rule apply. Each action can have an action limit that stipulates a minimum or maximum limit for the action.
For example, a pay agreement may stipulate that a payee must be paid an overtime for working a shift that begins at 17:30 or later on any given day. The pay agreement may stipulate that the overtime rate applies to the first four hours of the shift. Any remaining time worked on the same day must be paid as double-time. In this case, a pay code time rule could be defined within the pay agreement in Rates and Rules, which would apply to shifts that begin at 17:30 or later on any given day. The rule would have the following actions/action limits:
an action to stipulate that the first four hours of the shift should be allocated against the relevant pay code representing overtime pay (pay code X)
an action limit on the abovementioned action to restrict the allocation of time against the overtime pay code to a maximum of four hours per day
another action that allocates any remaining time against the relevant pay code representing double-time (pay code Y).
Besides defining the pay/bill code against which to allocate time or an item, an action of a pay/bill code rule defines the quantity that will be paid or billed for each hour or unit that is allocated to that pay code or bill code respectively. To understand the concept of the action quantity, consider the example in the table below.
Quantity Per HourPay Code
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The example action limit in the table above stipulates that a maximum of 10 hours/units per week can be allocated against the pay/bill code defined by the action.
Action limits are not mandatory. However, where a pay code rule has multiple actions, an action limit is required wherever any time/units remaining from applying one action are to be passed onto another action within the rule. An example of this is shown in the table below.
Bill Code | Quantity Per Hour | Time From | Time To | Limits – Quantity | Limits – Limit Type | Limits - Frequency | ||
X | 1 | 9:00 | 12:30 | 10 | Minimum | Per Week | ||
Y | 2 |
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| 1 | Maximum | Per Day | ||
Z | 2 |
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| None | None | None |
The example in the table above is an example of actions for a bill code time rule, whereby there are three actions. Notice that the first two actions have action limits which allow any remaining time to be passed onto the next action in the sequence. The last action does not have an action limit. Therefore, any time remaining after applying the second action will be allocated against bill code Z without restriction. This means that no unallocated time remains after applying the actions.
Note that a Time From and Time To can only be defined for the first action of a pay code time rule and hence these columns are shaded in the table above.
It is possible to define an action limit for an action if that action is the only action or the last action within a pay/bill code rule. In such cases, any time or units that remain unallocated after applying the action are not allocated against a pay code and are therefore not paid. For example, consider the table below.
Pay Code | Quantity Per Unit | Limits – Quantity | Limits – Limit Type | Limits - Frequency |
01 M Meal Allowance | 1 | 5 | Maximum | Per Week |
In this example there is one action that allocates units against the pay code 01 M Meal Allowance. The pay agreement states that the payee is eligible to a maximum of five meal allowances per week. Therefore, the action has a quantity limit of five units maximum per week. If a submitted timesheet has seven units allocated against the corresponding manual item for a single week, the payee will be paid for five meals only and the remaining two units will be ignored.
It is possible for an action to have multiple action limits. An action can have a minimum and maximum limit and/or different limits for each day, each week or each timesheet.
The exact procedure for defining actions and action limits differs depending on the type of pay code rule to which the action corresponds. For example, general rules can only have one action per rule and cannot have any action limits. Manual rules can have multiple actions and one or more action limits but would generally be configured to have a single action and, if necessary, a single action limit. Other rule types can have multiple actions and can have action limits for each action.
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To define actions for a pay code time, schedule or client schedule rule, follow the procedure below.
How to Define Actions for a Time, Schedule or Client Schedule Rule |
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1. | If not already open, open the relevant rule in the Pay Code Rule Entry pane of the Edit Pay Agreement screen and click the Actions t ab. |
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3. | In the Pay Code column, select the pay code/bill code against which the action is to allocate time. |
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4. | In the Quantity Per Hour column, type the quantity to be allocated against the selected pay code per hour. |
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6. | Next to the Time To field, click |
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7. | Repeat steps 2-4 if you want to add more actions for the rule. |
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8. | In the navigation pane on the left-hand side of the screen, click |
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9. | Inside the confirmation message, click |
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To define the action limits for actions you have defined within the rule, follow the procedure below.
1. | Within the Limits grouping, click next to the row |
2. | In the Quantity field, type the quantity that defines the limit. For example, a value of 10 will indicate a minimum or maximum limit of ten hours. |
3. | In the Limit Type field, select Minimum if the action limit is to be a minimum limit or select Maximum if the action limit is to be a maximum limit. |
4. | In the Frequency field, select one of the following options depending on the frequency with which the action limit is to apply: |
5. | In the Limit Based On column, select Pay Code Group and then select the relevant pay code group based on which the action will be limited, as shown in the example below. |
6. | In the navigation pane on the left-hand side of the screen, click |
7. | Inside the confirmation message, click . |
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As manual items correspond to a specific pay code it is generally unnecessary to define more than one action for each manual pay code rule. That is, all units allocated against a specific manual item on a timesheet are normally allocated against a single pay code, which is the code that identifies the manual item itself. Therefore, although it is possible to define multiple actions for a manual pay code rule, this is usually unnecessary.
To define an action for a manual pay code rule, follow the procedure below.
How to Define an Action for a Manual Rule |
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1. | If not already open, open the relevant rule in the Pay Code Rule Entry pane of the Edit Pay Agreement screen and click the Actions t ab. | |
2. | Click . | |
3. | In the Pay Code column, select the pay code against which the action is to allocate manual items. This should be the same pay code as the pay code defined within the manual condition of the rule. | |
4. | In the Quantity Per Unit column, type the quantity to be paid for each unit allocated against the selected pay code. | |
5. | In the navigation pane on the left-hand side of the screen, click | |
6. | Inside the confirmation message, click . |
To define the action limit for the action you have defined, if required, follow the procedure below.
How to Define an Action Limit for a Manual Rule |
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1. | Within the Limits grouping, click next to the row | |
2. | In the Quantity field, type the quantity that defines the limit. For example, a value of 10 will indicate a minimum or maximum limit of ten units. | |
3. | In the Limit Type field, select Minimum if the action limit is to be a minimum limit or select Maximum if the action limit is to be a maximum limit. | |
4. | In the Frequency field, select one of the following options depending on the frequency with which the action limit is to apply: | |
5. | In the Limit Based On column, select Pay Code Group and then select the relevant pay code group based on which the action will be limited, as shown in the example below. | |
6. | In the Edit Pay Agreement pane on the left-hand side of the window, click | |
7. | Inside the confirmation message, click . |
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To define an action for a manual pay code rule, follow the procedure below. Note that each general rule can have one action only and cannot have any action limits.
How to Define an Action for a General Rule
1. | If not already open, open the relevant rule in the Pay Code Rule Entry pane of the Edit Pay Agreement screen and click the Actions t ab. |
2. | Click . |
3. | In the Pay Code column, select the pay code against which the action is to allocate quantities. |
4. | In the Quantity Per Timesheet column, type the quantity to be paid for each unit allocated against the selected pay code. |
5. | In the navigation pane on the left-hand side of the screen, click |
6. | Inside the confirmation message, click . |
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To define actions for a pay code counter rule, follow the procedure below.
How to Define Actions for a Counter Rule | |
1. | If not already open, open the relevant rule in the Pay Code Rule Entry pane of the Edit Pay Agreement screen and click the Actions t ab. |
2. | Click . |
3. | In the Pay Code column, select the pay against which the action is to allocate units. |
4. | In the Quantity Per Day, Quantity Per Week or Quantity Per Timesheet column, type the quantity to be paid per day, week or timesheet respectively. |
5. | Repeat steps 2-4 if you want to add more actions for the rule. |
6. | In the navigation pane on the left-hand side of the screen, click |
7. | Inside the confirmation message, click . |
To define the action limits for actions you have defined within the rule, follow the procedure below.
How to Define an Action Limit for a Counter Rule
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