In the Update Agreement Rates screen of the Back Pay Batch Wizard, pay agreements can be updated individually or in bulk. To use the Update Agreement Rates screen to update an individual pay agreement, follow the procedure below.
Update an Individual Pay Agreement
1. | In the list of pay agreements in the bottom part of the Update Agreement Rates screen, click on the edit button of the pay agreement you want to update. The pay agreement expands to show displays in the right hand panel and shows the pay rate rules for the pay agreement which you selected. | |
2. | Beneath the relevant pay rate rule, key in a new pay rate in the New Pay Rate field, as shown in the example below. Note that if conditional variables apply to the pay agreement, there may be multiple existing rates for each pay rate rule. If this is the case, key in a new pay rate in the New Pay Rate field for each conditional variable value if necessary, as shown in the example below. | |
3. | Repeat step 2 until you have updated the pay rate for each pay rate rule you want to update. | |
4. | Repeat steps 1-3 if you want to update any other pay agreements. |
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Update Pay Agreements in Bulk
To use the Update Agreement Rates screen to update pay agreements in bulk, follow the procedure below.
How to Update Pay Agreements in Bulk | 1. | Click Select All at the top of the pay agreement list, as shown in the example below. A checkmark appears next to the Select All option, next to each pay agreement and next to each pay rate rule beneath each agreement. The Bulk Rate Update field grouping Update Selected Agreements action is enabled. | ||
2. | Deselect any pay agreement and/or pay rate rule you do not want to update by clicking the checkbox next to the relevant pay agreement name or the relevant pay rate rule name so that the checkmark next to the name is cleared, as highlighted in the example below. Note that the Select All option is deselected automatically if you deselect any pay agreement and/or pay rate rule manually. Skip this step if you want to update all pay agreements and pay rate rules that are listed on the screen.3. | |||
In the Increase By field within the Bulk Rate Update field grouping, select the method by which rates will be updated. | 4. | In the Value field, key in the value by which rates will be increased or decreasedIf the rate update is to apply to a specific pay code type only, select the relevant pay code type in the Pay Code Type field. Otherwise, leave the item selected. | ||
5. | If the rate update is to apply to a specific pay code type only, open the Filter Agreements section and select the relevant pay code type in the Pay Code Type field. Otherwise, leave the Any option selected. | |||
6. | If the rate update is to apply to a specific pay code only, open the Filter Agreements section and select the relevant pay code in the Pay Code field. Otherwise, leave the Any | |||
Click Update Selected Agreements. The Bulk Update Selected Agreements pop up screen displays. | ||||
In the Increase By field, select the method by which rates will be updated. | ||||
In the Value field, key in the value by which rates will be increased or decreased. | ||||
7. | Click OK. The selected pay agreements are updated in bulk and a confirmation message opens, indicating the number of pay agreements that were updated successfully. | 8. | Inside the confirmation message, click . The confirmation message closes. |