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Description
A new maintenance area labelled Hierarchy Group has been added under Portal Agency > Rates and Rules > Maintenance to allow adding, editing and deleting of hierarchy groups.
A hierarchy group is an additional, customisable category that can be used in conjunction with hierarchy levels and hierarchy values to match the following entities when paying and billing job orders:
Pay Agreements
Pay Rate Rules on Pay Agreements
Bill Agreements
Bill Rate Rules on Bill Agreements
Bill Oncosts
Holiday Rules.
For example, in addition to being assigned to an agreement hierarchy level and hierarchy value, a Pay Agreement may also be assigned to a hierarchy group. To determine which Pay Agreements can be assigned to a job order, the system searches the agreement hierarchy based on a combination of hierarchy level, hierarchy value and hierarchy group to find a matching Pay Agreement.
If a match is not found based on the combination of hierarchy level, hierarchy value and hierarchy group, the system will perform a second parse of the hierarchy for a match based on hierarchy level and hierarchy value only.
Benefits
This enhancement provides additional flexibility to classify and apply agreements, rate rules, oncosts and holiday rules based on a customisable grouping if matching by a combination of agreement hierarchy level and hierarchy value is insufficient.
Configuration
For information on how to create hierarchy groups in Rates and Rules > Maintenance > Hierarchy groups, see Hierarchy Group Maintenance or click here to watch a video.