The Select Agreements screen of the Back Pay Batch Wizard allows you to find and choose the pay agreements that will be updated in the Back Pay batch.
The Select Agreements screen is displayed when the Back Pay batch is at the Agreement Selection stage of the Back Pay batch process if the batch is an agreement batch.
The pay agreements you can find and select include those that:
belong to the country of the back pay batch
have one or more pay rate rules with a rate type of Flat Rate.
The pay agreements you choose will be available in the Update Pay Rates screen of the Back Pay Batch Wizard, where you will be able to update the pay rates for those agreements.
An example of the Select Agreements screen is shown below.
Batch Number
Displays the unique batch number identifying the Back Pay batch.
Batch Stage
Displays Agreement Selection to indicate the batch is at the Agreement Selection stage of the Back Pay batch process.
Effective Date
Displays the date on which the rate change becomes effective, as selected during the Initial stage of the Back Pay batch process.
Country
Displays the country to which the back pay batch applies, as selected during the Initial stage of the Back Pay batch process.
Batch Type
Displays Agreement to indicate that the back pay batch is an agreement batch, which will update pay agreements.
Adjustment Reason
Displays the reason for processing the back pay batch, as selected during the Initial stage of the Back Pay batch process.
The following fields are displayed in the Search Agreements section of the Select Agreements screen and allow you to specify the search criteria for finding agreements to include in the Back Pay batch.
Agreement Name
Name of the pay agreement to be updated in the back pay batch. To search for a specific pay agreement by name, type the agreement name in this field.
Wildcard characters (%) can be used to perform a partial match on the agreement name. For example, an entry of Blue Collar% matches agreement names such as Blue Collar Agreement 1 and Blue Collar – Warehouse. An entry of %Blue Collar matches agreement names such as Agreement 1 – Blue Collar and Warehouse – Blue Collar. To search for pay agreements regardless of the agreement name, leave this field blank.Hierarchy Level
Level of the agreement hierarchy at which the pay agreement(s) exists. To search for pay agreements that exist at a specific level of the agreement hierarchy, select the name of the hierarchy level in this field. To search for pay agreements regardless of the hierarchy level at which they exist, leave the default option of Any selected.Hierarchy Value
Hierarchy value that applies to the pay agreement(s). To search for pay agreements to which a specific hierarchy value applies, click next to this field and use the Search Hierarchy dialog box to find and select the relevant value. For example, if you selected Client as the agreement hierarchy level, use the Search Hierarchy dialog box to find and select the name of the relevant client to which the agreement applies.
To search for pay agreements regardless of the hierarchy value that applies, leave this field blank.
To select a hierarchy value, you must select an option other than Any in the Hierarchy Level field. Otherwise, this field is disabled.
Search Pay Agreements Invokes a search for pay agreements matching the information specified in the Search Agreements section of the screen.
The following column is displayed at the bottom of the Select Agreements screen and lists the pay agreements matching the search criteria specified in the Search Agreements section of the screen.
Agreement Name
Displays the name of each pay agreement that is found when you perform a search. This column is blank until you search for pay agreements and one or more agreements matching your search criteria are found.