Defining Pay Code Rule Conditions

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.

1.	In the Conditions tab within the Pay Code Rule Entry/Bill Code Rule Entry section of the Edit Pay Agreement screen or the Edit Bill Agreement screen, click Add next to Conditional Variable Condition. Controls appear for selecting the conditional variable and associated value.
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. The conditional variable condition is defined.
4.	If you want to add another conditional variable condition to the pay/bill code rule, click Add next to Conditional Variable Condition again to add another row to the Conditional Variable control and repeat steps 2 and 3.

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.

1.	In the Conditions tab within the Pay Code Rule section of the Edit Pay Agreement screen, click Add next to Counter Condition. Controls appear for defining the condition.
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. In the example, the Pay Code option has been enabled and the applicable pay code (Ordinary) has been selected in the dropdown field.
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. The options are as follows: Equals - the quantity must equal the value specified by the condition exactly Less Than - the quantity must be less than the value specified by the condition Less Than Equals - the quantity must be less than or equal to the value specified by the condition Greater Than - the quantity must be greater than the value specified by the condition Greater Than Equals - the quantity must be greater than or equal to the value specified by the condition Between - the quantity must be between two specific values.
6.	If you selected a comparison type other than Between, type the relevant quantity value in the Quantity field. This defines the quantity that must be allocated against the relevant pay code/pay code type per day, per week or per timesheet in order for the condition to apply. Do not proceed any further after completing this step as the counter condition will now be defined. If you selected a comparison type of Between, skip this step and proceed to step 7.
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. The counter condition is defined.

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.

1.	In the Conditions tab within the Pay Code Rule Entry pane of the Edit Pay Agreement screen, click Add next to Holiday Type Condition. Controls appear for defining the condition.
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. The holiday type condition is defined.
4.	If you want to add another holiday type condition to the pay code rule, click Add next to Holiday Type Condition again to add a new blank row beneath the condition you added and repeat steps 2 and 3.

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.

1.	In the Conditions tab within the Pay Code Rule Entry pane of the Edit Pay Agreement screen, click Add next to Hours Worked Condition. Controls appear for defining the condition.
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: Equals - number of hours worked during a shift equal a specific number of hours Less Than - number of hours worked during a shift is less than a specific number of hours Less Than Equals - number of hours worked during a shift is less than or equal to a specific number of hours Greater Than - number of hours worked during a shift is greater than a specific number of hours Greater Than Equals - number of hours worked during a shift is greater than or equal to a specific number of hours Between - number of hours worked during a shift is between two values.
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. For example, if the comparison type is Less Than, a value of 10 would stipulate that the condition applies wherever the hours worked during a shift is less than 10 hours. Do not proceed any further after completing this step as the hours worked condition will now be defined. If you selected a comparison type of Between, skip this step and proceed to step 4.
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. For example, if you type 10 in the Hours Worked From column and 12 in the Hours Worked To column, the condition will apply to shifts where the hours worked are between 10 and 12 hours. The hours worked condition is defined.
5.	If you want to add another hours worked condition to the pay/bill code rule, click Add next to Hours Worked Condition again to add a new blank row beneath the condition you added and repeat steps 2 - 4.

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.

1.

In the Conditions tab within the Pay Code Rule Entry pane of the Edit Pay Agreement screen, click Add next to Manual Condition.

Controls appear for defining the condition.

2.

In the Pay Code column, select the pay code corresponding to the manual item to which this condition is to apply.

The manual condition is defined.

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.

1.

In the Conditions tab within the Pay Code Rule Entry pane of the Edit Pay Agreement screen, click Add next to Schedule Condition.

Controls appear for defining the condition.

2.

If the condition is to apply only if there is a scheduled attendance on the job schedule on the day the shift occurred, select On.

If the condition is to apply only if there is no scheduled attendance on the job schedule on the day a shift occurred, leave the default option of Off selected.

The schedule condition is defined.

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.

1.

In the Conditions tab within the Pay Code Rule Entry pane of the Edit Pay Agreement screen, click Add next to Shift Day Type Condition.
Controls appear for defining the condition.

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 / weekend 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.

The schedule condition is defined.

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.

1.	In the Conditions tab within the Pay Code Rule Entry pane of the Edit Pay Agreement screen, click Add next to Shift Type Condition. Controls appear for defining the condition.
2.	In the Comparison Type column, select Equals if the condition is to apply to shifts of a specific type. Alternatively, select Not Equals if the condition is to apply to shifts that are not of a specific type.
3.	In the Attendance / Absence 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. The schedule condition is defined.
4.	If you want to add another shift type condition to the pay code rule, click Add next to Shift Type Condition again to add a new blank row beneath the condition you added and repeat steps 2 - 3.

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.

1.	In the Conditions tab within the Pay Code Rule Entry pane of the Edit Pay Agreement screen, click Add next to Time Condition. Controls appear for defining the condition.
2.	In the Time Condition Type column, select one of the following conditions depending on how the time condition is to be configured: Shift Start Time - indicates the condition is based on a specific shift start time Shift End Time - indicates the condition is based on a specific shift end time Time Worked - indicates the condition is based on a specific shift start and end time.
3.	In the Comparison Type column, select one of the following options depending on how the condition is to compare times: Equals - shift start time/shift end time equals a specific time Less Than - shift start time/shift end time is earlier than a specific time Less Than Equals - shift start time/shift end time equals a specific time or is earlier than a specific start time Greater Than - shift start time/shift end time is after a specific time Greater Than Equals - shift start time/shift end time equals a specific time or is after a specific time Between - shift starts at a specific time and ends at a specific time.
4.	If you selected a comparison type other than Between, click the clock button in the Time column and select the shift start or end time, depending on whether you selected Shift Start Time or Shift End Time in the Time Condition Type column respectively. For example, if a time condition type of Shift End Time and a comparison type of Equals have been selected, the time condition will apply to shifts that end exactly at the time of day you specify in the Time column. Do not proceed any further after completing this step as the hours worked condition will now be defined. If you selected a comparison type of Between, skip this step and proceed to step 5.
5.	Next to the Time From and Time To fields, click the clock button and select the earliest and latest time to which the condition will apply. For example, if a time condition type of Shift Start Time is selected, and you select 10:00 in the Time From and 12:00 in the Time To field, the time condition will apply to shifts that start between 10:00 and 12:00 only. The schedule condition is defined.
6.	If you want to add another time condition to the pay code rule, click Add next to Time Condition again to add a new blank row beneath the condition you added and repeat steps 2 - 5.

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.

1.	In the Conditions tab within the Pay Code Rule Entry pane of the Edit Pay Agreement screen, click Add next to Work Type Condition. Controls appear for defining the condition.
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. The work type condition is defined.
4.	If you want to add another work type condition to the pay code rule, click Add next to Work Type Condition again to add a new blank row beneath the condition you added and repeat steps 2 and 3.