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The first stage in configuring a pay-dependent bill agreement within Rates and Rules is to create an agreement header that identifies the agreement and groups together all the rules that apply to the agreement.
To create a new agreement header, follow the procedure below.

How to Create an Agreement Header

 

1.

In the top left-hand corner of the Rates and Rules screen, click Bill Agreements Dependent on Pay.
The Bill Agreements Dependent on Pay screen opens.

2.

Click .
The Edit Bill Agreement screen opens and a new agreement header is displayed on the right-hand side of the screen.

3.

In the Agreement Header pane on the right-hand side of the screen, type or select the relevant information about the new agreement header.
Click here to see descriptions of the fields available within the agreement header.

Name

Name of the agreement which the header represents. The name must be unique for the hierarchy level/hierarchy value combination.

...

Hierarchy group to which the agreement belongs. When a user attempts to assign a bill agreement to a job order, the system will filter the list of agreements that can be assigned by the hierarchy group that applies to the job order as well as the hierarchy level and value. If no such agreement exists, the system will filter the list of agreements that can be assigned to the job order by the applicable hierarchy level and value only.
It is not mandatory to assign an agreement to a hierarchy group.
Image Modified Note:
Hierarchy group functionality is available in v11.37 onward (not available in initial Beta release) and is only available if hierarchy group functionality has been enabled for the country to which the agreement is assigned in Agency Portal > Maintenance > Portal Maintenance > Country Settings and hierarchy groups have been created for that country in Agency Portal > Rates and Rules > Maintenance > Hierarchy Group Maintenance.
Where is field is available, the name of this field depends on the field label that has been configured in Agency Portal > Maintenance > Portal Maintenance > Country Settings.

Hierarchy Groups Assigned to Rates

Displays a tick if any of the bill rate rules that belong to the agreement are assigned to a hierarchy group. If bill rate rules are assigned to a hierarchy group, when bill interpretation occurs the system will first attempt to apply a bill rate rule my matching on a combination of hierarchy level, hierarchy value and hierarchy group. If no such bill rate rule exists, the system will attempt to find an applicable bill rate rule by matching on a combination of hierarchy level and hierarchy value only. For more information, see Bill Rate Rules.

Use Supplementary Rates for Oncosts (available in v11.37 onward)

If ticked, bill oncosts that are calculated for bill items, which are generated as result of interpretation against this agreement, will be calculated using the supplementary rate method. Where this method is used, the pay rate used in the calculation of the oncost will be taken from a supplementary pay code instead of the pay code that was actually paid.
For more information about this option, see Bill Agreement Header.

...

Determines the country to which the agreement belongs. This is used to determine which maintenance items, such as pay codes, can be used within the agreement.

...


Bill Rate Type
Determines if the agreement is a rate-based agreement or a manual agreement. A manual agreement defines a default bill rate that can be modified on a job order within Recruitment Manager. A rate-based agreement defines a rate that cannot be manually edited on a job order.
Cannot Set Bill Value to < Agreement Value
When ticked, users without the appropriate security permission will be unable to manually change the bill rate on a job order or client template in Recruitment Manager so that the rate is below the default value, as defined by the bill agreement. When not ticked, a user can change the bill rate below the default value even if the user does not have the appropriate security permission.
Lock Agreement
If ticked, the rates on the agreement are locked down to prevent the rates from being altered on a client job template or on a job order by an agency front office staff member via Recruitment Manager.

4.

To save the agreement header, click .
A confirmation message opens, indicating the agreement has been saved successfully.

5.

Inside the confirmation message, click .
The confirmation message closes.