Each pay code rule that belongs to an agreement may have one or more actions that can be applied if all of the conditions of the pay code rule apply. Each action can have an action limit that stipulates a minimum or maximum limit for the action.
For example, a pay agreement may stipulate that a payee must be paid an overtime for working a shift that begins at 17:30 or later on any given day. The pay agreement may stipulate that the overtime rate applies to the first four hours of the shift. Any remaining time worked on the same day must be paid as double-time. In this case, a pay code time rule could be defined within the pay agreement in Rates and Rules, which would apply to shifts that begin at 17:30 or later on any given day. The rule would have the following actions/action limits:
an action to stipulate that the first four hours of the shift should be allocated against the relevant pay code representing overtime pay (pay code X)
an action limit on the abovementioned action to restrict the allocation of time against the overtime pay code to a maximum of four hours per day
another action that allocates any remaining time against the relevant pay code representing double-time (pay code Y).
Besides defining the pay/bill code against which to allocate time or an item, an action of a pay/bill code rule defines the quantity that will be paid or billed for each hour or unit that is allocated to that pay code or bill code respectively. To understand the concept of the action quantity, consider the example in the table below.
Quantity Per HourPay Code

X	1
Y	2

According to the values in the table above, a quantity of 1 is applied for every hour that is allocated against pay code X. If the applicable pay rate for pay code X is $30.00, a payee would receive payment of $30.00 per hour gross for each hour that is allocated against pay code X (i.e. quantity per hour multiplied by pay rate).
The table also shows that any time allocated against pay code Y is paid at a quantity of 2 per hour. If the applicable pay rate for pay code Y is $35.00, a payee would receive payment of $70.00 per hour gross for each hour that is allocated against pay code Y.
Note that the actual rate of pay corresponding to pay codes X and Y is defined by the applicable pay rate rules.
As the example above is an example of a time rule, the quantity is defined in terms of quantity per hour. The quantity can also be defined according to the following terms:
per day per week
per timesheet per unit.
Which of these terms applies to the action quantity depends on the pay code rule type and, in some cases, the specific conditions of the rule.
Where a pay code rule has multiple actions, each action is applied sequentially until all time/units are allocated against a pay code. That is, the first action is applied and, depending on the action limits, if unallocated time/units remain, the second action is applied and, depending on the action limits of the second action, if unallocated time/units remain, the third action is applied and so on. This process continues until all time/units are allocated against a pay code.
An action limit is defined by specifying a quantity, a limit type and a frequency. The quantity of an action limit is the actual limit value. The limi t type specifies if the limit value is a minimum or maximum value. If a limit type of minimum is applied and the timesheet quantity is less than the quantity specified by the action limit, Rates and Rules applies the minimum quantity value specified in the action limit rather than the quantity specified on the timesheet. If a limit type of maximum is applied and the quantity specified on the timesheet is greater than the quantity specified by the action limit, the action is applied only up to the specified limit. The remainder is then passed onto the next action within the rule. If there is no other action within the rule, the remainder is discarded (for more information, see below).
The frequency specifies if the limit applies on a per day, per week or per timesheet basis. For example, consider the example in the table below.

Quantity	Limit Type	Frequency
10	Maximum	Per Week

The example action limit in the table above stipulates that a maximum of 10 hours/units per week can be allocated against the pay/bill code defined by the action.
Action limits are not mandatory. However, where a pay code rule has multiple actions, an action limit is required wherever any time/units remaining from applying one action are to be passed onto another action within the rule. An example of this is shown in the table below.

Bill Code	Quantity Per Hour	Time From	Time To	Limits – Quantity	Limits – Limit Type	Limits - Frequency
X	1	9:00	12:30	10	Minimum	Per Week
Y	2			1	Maximum	Per Day
Z	2			None	None	None

The example in the table above is an example of actions for a bill code time rule, whereby there are three actions. Notice that the first two actions have action limits which allow any remaining time to be passed onto the next action in the sequence. The last action does not have an action limit. Therefore, any time remaining after applying the second action will be allocated against bill code Z without restriction. This means that no unallocated time remains after applying the actions.
Note that a Time From and Time To can only be defined for the first action of a pay code time rule and hence these columns are shaded in the table above.
It is possible to define an action limit for an action if that action is the only action or the last action within a pay/bill code rule. In such cases, any time or units that remain unallocated after applying the action are not allocated against a pay code and are therefore not paid. For example, consider the table below.

Pay Code	Quantity Per Unit	Limits – Quantity	Limits – Limit Type	Limits - Frequency
01 M Meal Allowance	1	5	Maximum	Per Week

In this example there is one action that allocates units against the pay code 01 M Meal Allowance. The pay agreement states that the payee is eligible to a maximum of five meal allowances per week. Therefore, the action has a quantity limit of five units maximum per week. If a submitted timesheet has seven units allocated against the corresponding manual item for a single week, the payee will be paid for five meals only and the remaining two units will be ignored.
It is possible for an action to have multiple action limits. An action can have a minimum and maximum limit and/or different limits for each day, each week or each timesheet.
The exact procedure for defining actions and action limits differs depending on the type of pay code rule to which the action corresponds. For example, general rules can only have one action per rule and cannot have any action limits. Manual rules can have multiple actions and one or more action limits but would generally be configured to have a single action and, if necessary, a single action limit. Other rule types can have multiple actions and can have action limits for each action.

How to Define Time, Schedule and Client Schedule Rule Actions/Limits

To define actions for a pay code time, schedule or client schedule rule, follow the procedure below.

How to Define Actions for a Time, Schedule or Client Schedule Rule
1.	If not already open, open the relevant rule in the Pay Code Rule Entry pane of the Edit Pay Agreement screen and click the Actions t ab. The Actions* tab* is activated.
2.	Click A new row appears within the *Actions* tab.	.
3.	In the Pay Code column, select the pay code/bill code against which the action is to allocate time.
4.	In the Quantity Per Hour column, type the quantity to be allocated against the selected pay code per hour.
5.	Next to the Time From field, click day from which time is to be allocated against the selected pay code. Note that this step applies only if you are defining the first action for the rule.		and select the time of
6.	Next to the Time To field, click until which time is to be allocated against the selected pay code. Note that this step applies only if you are defining the first action for the rule. The action is defined.		and select the time of day
7.	Repeat steps 2-4 if you want to add more actions for the rule.
8.	In the navigation pane on the left-hand side of the screen, click . A confirmation message opens, indicating the pay agreement has been saved successfully.
9.	Inside the confirmation message, click The confirmation message closes and the rule actions are saved.		.

To define the action limits for actions you have defined within the rule, follow the procedure below.

1.	Within the Limits grouping, click next to the row representing the action to which the action limit is to apply, as shown in the example below. A new row appears within the *Limits* grouping.
2.	In the Quantity field, type the quantity that defines the limit. For example, a value of 10 will indicate a minimum or maximum limit of ten hours.
3.	In the Limit Type field, select Minimum if the action limit is to be a minimum limit or select Maximum if the action limit is to be a maximum limit.
4.	In the Frequency field, select one of the following options depending on the frequency with which the action limit is to apply: Per Day – limit will be applied to each day on a timesheet Per Week – limit will be applied to each week on a timesheet Per Timesheet – limit will apply to an entire timesheet.
5.	In the Limit Based On column, select Pay Code Group and then select the relevant pay code group based on which the action will be limited, as shown in the example below. Alternatively, leave the default option of Default To Pay Code selected if the action is to be limited based only on the pay code to which the action applies.
6.	In the navigation pane on the left-hand side of the screen, click . A confirmation message opens, indicating the agreement has been saved successfully.
7.	Inside the confirmation message, click . The confirmation message closes and the action limits are saved.

How to Define a Manual Rule Action/Action Limit

As manual items correspond to a specific pay code it is generally unnecessary to define more than one action for each manual pay code rule. That is, all units allocated against a specific manual item on a timesheet are normally allocated against a single pay code, which is the code that identifies the manual item itself. Therefore, although it is possible to define multiple actions for a manual pay code rule, this is usually unnecessary.
To define an action for a manual pay code rule, follow the procedure below.

How to Define an Action for a Manual Rule
1.	If not already open, open the relevant rule in the Pay Code Rule Entry pane of the Edit Pay Agreement screen and click the Actions t ab. The Actions* tab* is activated.
2.	Click . A new row appears within the *Actions* tab.
3.	In the Pay Code column, select the pay code against which the action is to allocate manual items. This should be the same pay code as the pay code defined within the manual condition of the rule.
4.	In the Quantity Per Unit column, type the quantity to be paid for each unit allocated against the selected pay code.
5.	In the navigation pane on the left-hand side of the screen, click . A confirmation message opens, indicating the agreement has been saved successfully.
6.	Inside the confirmation message, click . The confirmation message closes and the rule action is saved.

To define the action limit for the action you have defined, if required, follow the procedure below.

How to Define an Action Limit for a Manual Rule
1.	Within the Limits grouping, click next to the row representing the action to which the action limit is to apply, as shown in the example below. A new row appears within the *Limits* grouping.
2.	In the Quantity field, type the quantity that defines the limit. For example, a value of 10 will indicate a minimum or maximum limit of ten units.
3.	In the Limit Type field, select Minimum if the action limit is to be a minimum limit or select Maximum if the action limit is to be a maximum limit.
4.	In the Frequency field, select one of the following options depending on the frequency with which the action limit is to apply: Per Day – limit will be applied to each day on a timesheet Per Week – limit will be applied to each week on a timesheet Per Timesheet – limit will apply to an entire timesheet.
5.	In the Limit Based On column, select Pay Code Group and then select the relevant pay code group based on which the action will be limited, as shown in the example below. Alternatively, leave the default option of Default To Pay Code selected if the action is to be limited based only on the pay code to which the action applies.
6.	In the Edit Pay Agreement pane on the left-hand side of the window, click . A confirmation message opens, indicating the pay agreement has been saved successfully.
7.	Inside the confirmation message, click . The confirmation message closes and the rule action is saved.

How to Define a General Rule Action

To define an action for a manual pay code rule, follow the procedure below. Note that each general rule can have one action only and cannot have any action limits.
How to Define an Action for a General Rule

1.	If not already open, open the relevant rule in the Pay Code Rule Entry pane of the Edit Pay Agreement screen and click the Actions t ab. The Actions* tab* is activated.
2.	Click . A new row appears within the *Actions* tab.
3.	In the Pay Code column, select the pay code against which the action is to allocate quantities.
4.	In the Quantity Per Timesheet column, type the quantity to be paid for each unit allocated against the selected pay code.
5.	In the navigation pane on the left-hand side of the screen, click . A confirmation message opens, indicating the agreement has been saved successfully.
6.	Inside the confirmation message, click . The confirmation message closes and the rule action is saved.

How to Define Actions for a Counter Rule

To define actions for a pay code counter rule, follow the procedure below.

How to Define Actions for a Counter Rule
1.	If not already open, open the relevant rule in the Pay Code Rule Entry pane of the Edit Pay Agreement screen and click the Actions t ab. The Actions* tab* is activated.
2.	Click . A new row appears within the *Actions* tab.
3.	In the Pay Code column, select the pay against which the action is to allocate units.
4.	In the Quantity Per Day, Quantity Per Week or Quantity Per Timesheet column, type the quantity to be paid per day, week or timesheet respectively. Note that which of the three abovementioned fields is displayed depends on the option selected in the counter condition of the rule.
5.	Repeat steps 2-4 if you want to add more actions for the rule.
6.	In the navigation pane on the left-hand side of the screen, click . A confirmation message opens, indicating the agreement has been saved successfully.
7.	Inside the confirmation message, click . The confirmation message closes and the rule actions are saved.

To define the action limits for actions you have defined within the rule, follow the procedure below.
How to Define an Action Limit for a Counter Rule

1.	Within the Limits grouping, click next to the row representing the action to which the action limit is to apply, as shown in the example below. A new row appears within the *Limits* grouping.
2.	In the Quantity field, type the quantity that defines the limit. For example, a value of 10 will indicate a minimum or maximum limit of ten units.
3.	In the Limit Type field, select Minimum if the action limit is to be a minimum limit or select Maximum if the action limit is to be a maximum limit.
4.	In the Frequency field, select one of the following options depending on the frequency with which the action limit is to apply: Per Day – limit will be applied to each day on a timesheet (available only if the counter condition defined within the rule is one of Per Week) Per Week – limit will be applied to each week on a timesheet Per Timesheet – limit will apply to an entire timesheet.
5.	In the Limit Based On column, select Pay Code Group and then select the relevant pay code group based on which the action will be limited, as shown in the example below. Alternatively, leave the default option of Default To Pay Code selected if the action is to be limited based only on the pay code to which the action applies.
6.	In the Edit Pay Agreement pane on the left-hand side of the window, click . A confirmation message opens, indicating the pay agreement has been saved successfully.
7.	Inside the confirmation message, click . The confirmation message closes and the action limits are saved.

Condition Actions & Action Limits*

How to Define Time, Schedule and Client Schedule Rule Actions/Limits

How to Define a Manual Rule Action/Action Limit

How to Define a General Rule Action

How to Define Actions for a Counter Rule