The procedure for defining a condition for a pay code code rule differs depending on the condition type.
How to Define a Conditional Variable Condition
To define a conditional variable condition, follow the procedure below.
How to Define a Conditional Variable Condition
1. |
In the Conditions tab within the Pay Code Rule Entry/Bill Code Rule Entry pane of the Edit Pay Agreement screen or the Edit Bill Agreement screen, click next to Conditional Variable |
2. |
In the left-hand dropdown field, select the name of the relevant conditional variable, as shown in the example below. |
3. |
In the right-hand dropdown field, select the value that must be matched in order for the condition to apply, as shown in the example below. |
4. |
If you want to add another conditional variable condition to the pay/bill code rule, click |
How to Define a Counter Condition
Counter conditions can only be defined for counter pay code rules. To define a counter condition, follow the procedure below.
How to Define a Counter Condition |
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1. |
In the Conditions tab within the Pay Code Rule Entry pane of the Edit Pay Agreement screen, click |
2. |
In the Frequency column, select the frequency with which a pay/bill code or pay/bill code type must be applied in order for the counter rule to be applicable. For example, if you select Per Timesheet, a certain quantity must be allocated against the selected pay/bill code or pay/bill code type across an entire timesheet in order for the condition to apply. |
3. |
In the Pay Code/Pay Code Type Selection column, click Pay Code Type if the condition is to apply to all pay codes a specific type. Alternatively, leave the Pay Code option selected if the condition is to apply to a specific pay code only. |
4. |
In the dropdown field within the Pay Code/Pay Code Type Selection column, select the pay code or pay code type to which the condition is to apply, depending on option you selected in step 3. |
5. |
In the Comparison Type field, select the relevant option depending on how the quantity allocated against the selected pay code/pay code type is to be matched. |
6. |
If you selected a comparison type other than Between, type the relevant quantity value in the Quantity field. |
7. |
In the Quantity From and Quantity To fields, type the two values between which the quantity allocated against the selected pay code/pay code must match in order for the condition to apply. |
For more information, refer to the examples below.
Counter Condition Example 1
The example below shows a counter condition whereby a quantity value between 1 and 5 must be allocated, by another pay code rule, to the pay code Normal for each day on a timesheet in order for the counter rule to apply.
Counter Condition Example 2
The example below shows a counter condition whereby a quantity value of exactly 10 must be allocated, by another pay code rule, to any pay code that has a pay code type of Over time for each week that a timesheet covers in order for the counter rule to apply.
How to Define an Holiday Type Condition
Holiday type conditions can be defined for time rules, schedule rules and client schedule rules only. To define an holiday type condition for a pay/bill code rule, follow the procedure below.
How to Define an Holiday Type Condition |
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1. |
In the Conditions tab within the Pay Code Rule Entry pane of the Edit Pay Agreement screen, click |
2. |
In the dropdown field in the Comparison Type column, select Equals if the condition is to apply to a specific holiday type. Alternatively, select Not Equals if the condition is to apply to holiday types except a specific holiday type. |
3. |
In the dropdown field in the Holiday Type column, select the holiday type to which the condition applies. |
4. |
If you want to add another holiday type condition to the pay code rule, click |
How to Define an Hours Worked Condition
Hours worked conditions can be defined for time rules, schedule rules and client schedule rules only. To define an hours worked condition for a pay/bill code rule, follow the procedure below.
How to Define an Hours Worked Condition |
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1. |
In the Conditions tab within the Pay Code Rule Entry pane of the Edit Pay Agreement screen, click |
2. |
In the dropdown field in the Comparison Type column, select one of the following options depending on how the condition is to match the hours worked during a shift: |
3. |
If you selected a comparison type other than Between, in the Hours Worked column, type the number of hours on which the comparison is to be made. |
4. |
In the Hours Worked From and Hours Worked To columns, type the least number of hours and most number of hours that must have been worked respectively in order for the condition to apply. |
5. |
If you want to add another hours worked condition to the pay/bill code rule, click |
How to Define a Manual Condition
Manual conditions can be defined for manual rules only. Only one manual condition can be defined per rule. To define a manual condition for a pay/bill code rule, follow the procedure below.
How to Define a Manual Condition |
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1. |
In the Conditions tab within the Pay Code Rule Entry pane of the Edit Pay Agreement screen, click |
2. |
In the Pay Code column, select the pay code corresponding to the manual item to which this condition is to apply. |
How to Define a Schedule Condition
Schedule conditions can be defined for time rules, schedule rules and client schedule rules only. Only one schedule condition can be defined per rule.
To define a schedule condition for a pay/bill code rule, follow the procedure below.
How to Define a Schedule Condition |
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1. |
In the Conditions tab within the Pay Code Rule Entry pane of the Edit Pay Agreement screen, click |
2. |
If the condition is to apply only if there is a scheduled attendance on the job schedule on the day the shift occurred, click On. |
How to Define a Shift Day Type Condition
Shift day type conditions can be defined for time rules, schedule rules and client schedule only. Only one shift day type condition can be defined per rule.
To define a shift day type condition for a pay/bill code rule, follow the procedure below.
How to Define a Shift Day Type Condition |
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1. |
In the Conditions tab within the Pay Code Rule Entry pane of the Edit Pay Agreement screen, click |
2. |
In the Comparison Type column, select Equals if the condition is to apply to shifts occurring on a specific day of the week or specific days of the week. Alternatively, select Not Equals if the condition is to apply to shifts occurring on a day or days of the week other than a selected day or days. |
3. |
In the Shift Day Types field, click the days of the week to which the condition is to apply or is not to apply, depending on whether you selected Equals or Not Equals as the comparison type respectively. |
How to Define a Shift Type Condition
Shift type conditions can be defined for time rules, schedule rules, client schedule rules and counter rules only. To define a shift type condition for a pay/bill code rule, follow the procedure below.
How to Define a Shift Type Condition |
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1. |
In the Conditions tab within the Pay Code Rule Entry pane of the Edit Pay Agreement screen, click |
2. |
In the Comparison Type column, select Equals if the condition is to apply to shifts of a specific type. Alternatively, select Not Equals |
3. |
In the Attendance Type column, select the shift type/attendance type to which the condition is to apply or is not to apply, depending on whether you selected Equals or Not Equals as the comparison type respectively. |
4. |
If you want to add another shift type condition to the pay code rule, click |
How to Define a Time Condition
Time conditions can be defined for time rules, schedule rules and client schedule rules only. To define a time condition for a pay/bill code rule, follow the procedure below.
How to Define a Time Condition |
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1. |
In the Conditions tab within the Pay Code Rule Entry pane of the Edit Pay Agreement screen, click |
2. |
In the Time Condition Type column, select one of the following conditions depending on how the time condition is to be configured: |
3. |
In the Comparison Type column, select one of the following options depending on how the condition is to compare times: |
4. |
If you selected a comparison type other than Between, click |
5. |
Next to the Time From and Time To fields, click and |
6. |
If you want to add another time condition to the pay code rule, click |
For more information, refer to the examples below.
Time Condition Example 1
In the example below, the time condition has been configured to apply to shifts where the shift start time is before 7:00.
Time Condition Example 2
In the example below, the time condition has been configured to apply to shifts that begin on or after 9:00 and end no later than 15:30.
Time Condition Example 3
In the example below, the time condition has been configured to apply to shifts that end between 14:30 and 15:30.
How to Define a Work Type Condition
To define a work type condition for a pay/bill code rule, follow the procedure below.
How to Define a Work Type Condition |
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1. |
In the Conditions tab within the Pay Code Rule Entry pane of the Edit Pay Agreement screen, click |
2. |
In the dropdown field in the Comparison Type column, select Equals if the condition is to apply to a specific work type. Alternatively, select Not Equals if the condition is to apply to all work types except a specific work type. |
3. |
In the dropdown field in the Work Type column, select the work type to which the condition applies. |
4. |
If you want to add another work type condition to the pay code rule, click |