How to Create a Bill Agreement Header

Name

Name of the agreement which the header represents. The name must be unique for the hierarchy level/hierarchy value combination.

Description

Textual description of the purpose of the agreement.

Last Timesheet End Date

Displays the end date of the last timesheet processed against this agreement. This field is read-only and is blank when you initially create the agreement. Once the agreement is released and is used in the timesheet interpretation process, the date shown in this field determines if the agreement or components belonging to the agreement can be edited or deleted.

(Validity Date) From

Date on which the agreement becomes valid. Click the calendar button and use the calendar control to select a valid date.

(Validity Date) To

Date after which the agreement expires. Click  and use the calendar control to select a valid date. Alternatively, leave this field blank if the agreement is to remain valid indefinitely.

Hierarchy Level
Agreement hierarchy level to which the agreement belongs. This defaults to Country but you can select another hierarchy level as required.

Hierarchy Value

Agreement hierarchy value to which the agreement belongs. For example, if the agreement is assigned to the Country level of the agreement hierarchy, the hierarchy value defines the country to which the agreement applies. Click the select button to display a dialog box that allows you to search for the relevant hierarchy value.

Hierarchy Group 

Hierarchy group to which the agreement belongs. When a user attempts to assign a bill agreement to a job order, the system will filter the list of agreements that can be assigned by the hierarchy group that applies to the job order as well as the hierarchy level and value. If no such agreement exists, the system will filter the list of agreements that can be assigned to the job order by the applicable hierarchy level and value only. It is not mandatory to assign an agreement to a hierarchy group.

Hierarchy group is only available if hierarchy group functionality has been enabled for the country to which the agreement is assigned in Maintenance > Hierarchy > Country and hierarchy groups have been created for that country in Rates and Rules > Maintenance > Hierarchy Group Maintenance. Where is field is available, the name of this field depends on the field label that has been configured in Maintenance > Hierarchy > Country.

Hierarchy Groups Assigned to Rates 

Displays a tick if any of the bill rate rules that belong to the agreement are assigned to a hierarchy group. If bill rate rules are assigned to a hierarchy group, when bill interpretation occurs the system will first attempt to apply a bill rate rule my matching on a combination of hierarchy level, hierarchy value and hierarchy group. If no such bill rate rule exists, the system will attempt to find an applicable bill rate rule by matching on a combination of hierarchy level and hierarchy value only. For more information, see Bill Rate Rules.

Use Supplementary Rates for Oncosts

If ticked, bill oncosts that are calculated for bill items, which are generated as result of interpretation against this agreement, will be calculated using the supplementary rate method. Where this method is used, the pay rate used in the calculation of the oncost will be taken from a supplementary pay code instead of the pay code that was actually paid.

For more information about this option, see Bill Agreement Header.

Status

Status of the agreement. This defaults to Pending, indicating that the agreement is not ready to be used. When the agreement has been fully configured and is ready to be used, the option in this field can be changed to Released, thereby allowing Rates and Rules to apply the agreement when necessary.

Country

Determines the country to which the agreement belongs. This is used to determine which maintenance items, such as pay codes, can be used within the agreement.

Bill Rate Type

Determines if the agreement is a rate-based agreement or a manual agreement. A manual agreement defines a default bill rate that can be modified on a job order within Recruitment Manager. A rate-based agreement defines a rate that cannot be manually edited on a job order.

Cannot Set Bill Value to < Agreement Value

When ticked, users without the appropriate security permission will be unable to manually change the bill rate on a job order or client template in Recruitment Manager so that the rate is below the default value, as defined by the bill agreement. When not ticked, a user can change the bill rate below the default value even if the user does not have the appropriate security permission.

Lock Agreement

If ticked, the rates on the agreement are locked down to prevent the rates from being altered on a client job template or on a job order by an agency front office staff member via Recruitment Manager.