How to Search for a Bill Agreement

How to Search for an Agreement

1.

If not already open, open the Bill Agreements Dependent on Pay screen by clicking Bill Agreements Dependent On Pay in the top left-hand corner of the Rates and Rules screen.
The Bill Agreements Dependent on Pay screen opens, listing all existing agreements belonging to the country to which you are assigned.

2.

Near the top of the screen, click to expand the search
section of the screen.
The search section of the screen expands to show the search criteria fields.

3.

In the search criteria fields, type or select as much information as possible about the agreement(s) you want to find.
Click here to see descriptions of the search fields that are available.
Start Date
Date on which the pay agreement becomes valid. To search for agreements according to the date on which they become valid, click and use the calendar control to select the
relevant date.
End Date
Date after which the agreement expires. To search for agreements according to the date on which they expire, click
and use the calendar control to select the relevant date.
Agreement Name
Name of the agreement. To find an agreement by name, type the relevant agreement name in this field.
Hierarchy Level
Agreement hierarchy level to which an agreement is assigned. To search for agreements assigned to a specific level of the agreement hierarchy, select the relevant hierarchy level in this field.
Hierarchy Value
Agreement hierarchy value to which an agreement is assigned at the agreement hierarchy level, as selected in the Hierarchy Level field. To search for agreements assigned to a specific hierarchy value, click
and use the Search Hierarchy dialog box to select the relevant hierarchy value.
Note that this field is enabled only if an option is selected in the Hierarchy Level field.
Country
Country to which the agreement belongs for the purposes of system maintenance. To search for agreements belonging to a specific county, select the relevant country in this field.
Status
Status of the agreement. This defaults to Any Status, thereby allowing you to search for agreements that are in the Released or Pending statuses. To search for only those pay agreements that have been released, select the Released option. To search for only those agreements that have been created but are yet to be released, select the Pending option.
Bill Rate Type
Type of bill rate that applies to the agreement. This defaults to Any Bill Rate Type, thereby allowing you to search for manual and rate based agreements. To search for manual agreements only, select Manual. To search for rate-based agreements only, select Rates.

4.

Click Search Bill Agreements .
The agreement(s) matching the search criteria you specified are listed in the grid within the screen. The list is empty if no existing agreements match the criteria you specified.