The Update Agreement Rates screen of the Back Pay Batch Wizard allows you to update the pay rates on the pay rate rules of the pay agreements selected during the Agreement Selection stage of the Back Pay batch process.
The Update Agreement Rates screen is displayed when the Back Pay batch is at the Rate Selection stage of the Back Pay batch process and the batch is an agreement batch. An example of the Update Agreement Rates screen is shown below.
Each pay agreement included in the Back Pay batch is listed in the Update Agreement Rates screen and can be expanded to show the associated pay rate rule. You can toggle the display of the pay rate rules for a pay agreement by clicking the name of the pay agreement in the bottom section of the Update Agreement Rates screen.
The example below shows what you will see when you click on a pay agreement to display its pay rate rules. In this example, the pay agreement only has one pay rate rule.
Note that the following information is displayed about the pay rate rule: name of the pay rate rule
validity dates of the pay rate rule
pay code to which the pay rate rule applies
agreement hierarchy level to which the pay rate rule applies the current pay rate of the pay rate rule.
Where conditional variables apply to the pay agreement, each conditional variable is listed beneath each pay rate rule and the current pay rate is displayed for each conditional variable value. An example of this is shown below.
Note that only pay rate rules that with a rate type of Flat Rate and that are valid on or after the effective date of the back pay batch are displayed and are updatable in the Update Agreement Rates screen.
In the Update Agreement Rates screen, pay agreements can be updated on an individual basis or a selection of pay agreements can be updated in bulk. You can use a combination of these methods to update the pay agreements included in the back pay batch. Click here to see descriptions of the fields on the header of the Update Agreement Rates screen. Note that all fields are read-only.The Select Debtors screen of the Back Pay Batch Wizard allows you to select the debtors who are to be rebilled so that the rate changes that will be affected by the back pay batch can be passed onto the debtors.
A debtor is available for selection at this stage of the process if a timesheet that was previously billed to the debtor will be automatically adjusted as a result of processing the back pay batch.
If a debtor is selected, the adjustment timesheets that are linked to that debtor will interpreted against the relevant bill agreements to generate adjusted bill amounts. This allows new invoices to be created and delivered via the Billing module. For example, the credit/rebill process can be used in the Billing module to credit out the original invoices and to create new, adjusted invoices that can be issued to the debtor to pass on the rate change.
An example of the Select Debtors screen is shown below.
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You can click the click the View Agreements button next to any of the debtors who are listed on the Select Debtors screen to see the list of agreements that will be updated for the listed debtor if you choose to rebill that debtor. An example of this is shown below.
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