Hierarchy Group Maintenance

A hierarchy group is an additional, customisable category that can be used in conjunction with hierarchy levels and hierarchy values to match the following entities when paying and billing job orders:

• pay agreements

• pay rate rules on pay agreements

• bill agreements

• bill rate rules on bill agreements

• bill oncosts

• holiday rules.

For example, in addition to being assigned to an agreement hierarchy level and hierarchy value, a pay agreement may also be assigned to a hierarchy group. To determine which pay agreements can be assigned to a job order, the system searches the agreement hierarchy based on a combination of hierarchy level, hierarchy value and hierarchy group to find a matching pay agreement.

If a match is not found based the combination hierarchy level, hierarchy value and hierarchy group, the system will perform a second parse of the hierarchy for a match based on hierarchy level and hierarchy value only.

This provides additional flexibility to classify and apply agreements, rate rules, oncosts and holiday rules based on a customisable grouping if matching by a combination of agreement hierarchy level and hierarchy value is insufficient.

If your business requires the use of hierarchy groups, you must create the relevant hierarchy groups in Agency Portal > Rates and Rules > Maintenance > Hierarchy Group. Once hierarchy groups have been created, they can be selected from a drop down list on the records that are listed above. However, each hierarchy group must be assigned to a country and hierarchy groups can only be assigned to a country if the hierarchy group functionality is enabled for that country in Maintenance > Hierarchy > Country > Hierarchy Group. Therefore, before you attempt to create hierarchy group, ensure that hierarchy group functionality is enabled for the relevant country before attempting to create a hierarchy group.

To create a hierarchy group, you must specify the following:

• the name of the hierarchy group as it is to appear in dropdown lists wherever a hierarchy group can be assigned on a record

• the country to which the hierarchy group belongs (note: a hierarchy group can only be assigned to a record that belongs to the same country as the hierarchy group)

• the sort order that defines in which order the hierarchy group appears in dropdown lists wherever a hierarchy group can be assigned on a record.