When adding new Pay Codes and Bill Codes there are several areas of the system that need to be updated. The below instructions list these areasBelow are the three-part instructions to complete this process.
Step-by-step guide
PART ONE
Rates & Rules Maintenance > Pay Code:
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- Navigate to Rates & Rules > Maintenance > Pay Code
- Search for Pay Code to ensure Pay Code does not already exist
- Click the + symbol to add a new Pay Code
The following needs to be entered:
- Name - must be unique
- Pay Code Type. Options - Options are;
- Ordinary
- Over time
- Allowance
- Leave
- Reimbursement
- Unit Type. Options - Options are;
- Hour(s)
- Unit(s)
- P/L Export Account - this is needed used for the finance integration
- Sort Order - determines the order the Pay Code will appear in lists, and could also be used to determine the order in which it is displayed on the Payslip
- Included in Job Rate Estimate - only tick this if the Pay Code is to be included in the Job Rate estimate within the Pay/Bill section on the Job Order
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4. Select the relevant Bill Oncost from the Name dropdown list and enter and the applicable start date in the Validity Dates field
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- Once the Pay Code is entered it must be linked to a Bill Code
- Navigate to Rates & Rules > Maintenance > Bill Code
- Click the + symbol to add a new Bill Code
- Name - must be unique
- Description
- Bill Code Type. Options - Options are;
- Ordinary
- Over time
- Allowance
- Leave
- Reimbursement
- Unit Type. Options - Options are;
- Hour(s)
- Unit(s)
- P/L Export AccountActive tick box - this is used for the finance integration
- Sort Order - determines the order the Bill Code will appear in lists
4. Using the Pencil icon, link the Bill Code to the applicable Pay Code.
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Note: It is possible to link a new Pay Code to an existing Bill Code if one already exists. One Bill Code may have more than one Pay Code linked to it, however a Pay Code may only be linked to one Bill Code.
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Check to see if you need to link any of the new Pay Codes to an existing group or create a new Pay Code Group.
- Go to Rates & Rules > Maintenance > Pay Code Group
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- Select the Pencil - a screen will appear displaying all active pay codes
- Tick all applicable pay codes and Save
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Pay Maintenance > Pay Code Group:
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