FastTrack360 Version 12 Online Help

How to Copy a Pay Code Rule

Instead of defining each pay code rule from scratch, you can copy any existing pay code rule within an agreement and use that as the basis for a new rule.

When an existing rule is copied, the new rule which is created inherits all the attributes of the original rule, except the rule name. That is, the validity dates, conditions, actions and action limits defined within the original rule are copied to the new rule. You can then change any of these attributes according to the requirements of the new rule.

To copy an existing rule, follow the procedure below.

1.

If not already open, open a pay agreement in the Edit Pay Agreement screen.

 

2.

Navigate to the Secondary Interpretation section and click the open arrow to the right of Secondary Interpretation - Pay Code Rules.

The Secondary Interpretation section of the screen expands.

3.

Click on any pay code rule type for which one or more pay code rules have been defined. Note that the number of existing rules is displayed next to the rule type name. For example, Manual (3) indicates that a one manual rule exists within the agreement.

The section corresponding to the pay code type expands to shown any existing rules, as shown in the example.

4.

Click the Copy action next to the name of an existing rule (for example: Meal).

A confirmation message opens, asking you to confirm that you want to copy the rule.

6.

Inside the confirmation message, click Yes.

The confirmation message closes and a new rule displays at the bottom of the list with a copy of the selected rule.

7.

Click the View / Edit button next to the newly copied rule.

The Pay Code Rule Entry page displays.

 

In the Name field, type a name for the new rule.

 

8.

Change the validity dates, conditions, actions or action limits of the rule as required.

 

9.

In the navigation pane on the left-hand side of the screen, click OK.

A confirmation message opens, indicating the agreement has been saved successfully.



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