Update Agreement Rates Screen

The Update Agreement Rates screen of the Back Pay Batch Wizard allows you to update the pay rates on the pay rate rules of the pay agreements selected during the Agreement Selection stage of the Back Pay batch process.

The Update Agreement Rates screen is displayed when the Back Pay batch is at the Rate Selection stage of the Back Pay batch process and the batch is an agreement batch. An example of the Update Agreement Rates screen is shown below.

Each pay agreement included in the Back Pay batch is listed in the Update Agreement Rates screen and where selected, displays the associated pay rate rule on the right panel. You can toggle the display of the pay rate rules for a pay agreement by clicking the edit button to the right of the name of the pay agreement.

The example below shows what you will see when you click on the edit button to the right of a pay agreement to display its pay rate rules.

Note that the following information is displayed about the pay rate rule:

name of the pay rate rule
validity dates of the pay rate rule
pay code to which the pay rate rule applies
agreement hierarchy level to which the pay rate rule applies
the current pay rate of the pay rate rule.

Where conditional variables apply to the pay agreement, each conditional variable is listed beneath each pay rate rule and the current pay rate is displayed for each conditional variable value. An example of this is shown below.

Note that only pay rate rules that with a rate type of Flat Rate and that are valid on or after the effective date of the back pay batch are displayed and are updatable in the Update Agreement Rates screen.

In the Update Agreement Rates screen, pay agreements can be updated on an individual basis or a selection of pay agreements can be updated in bulk. You can use a combination of these methods to update the pay agreements included in the back pay batch.

Batch Number

Displays the unique batch number identifying the Back Pay batch.

Batch Stage

Displays Rate Selection to indicate the batch is at the Rate 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 Update Selected Agreement field grouping on the Update Payment Rate screen and are used to perform bulk updates of the pay agreements within the Back Pay batch.

Increase By

Method by which pay rates are to be updated. The available options are:

Fixed Amount – adds a value to or subtracts a value from the current pay rate. For example, a fixed amount value of 2 will increase the current pay rate by 2. A fixed amount value of -3 will decrease the current pay rate by 3.
Percentage – increases or decreases the pay rate by a percentage of the current pay rate. For example, a percentage value of 25 increases the current pay rate by 25%. A value of -10 decreases the pay rate by 10%.
Flat Rate – changes the current pay rate to a specific value. For example, a flat rate value of 10 will change the pay rate to 10.

Value

The fixed amount, percentage or flat rate value. Positive values and negative values are accepted.

Pay Code Type

Allows bulk updating of pay rate rules where the pay code assigned to the pay rate rule is of a pay code type as selected in this field (available within the Filter Agreements Section). For example, if you select Ordinary, the pay rate for a pay rate rule belonging to a pay agreement will be updated only if the pay code assigned to that pay rate rule has a type of Ordinary.

To apply a rate change to pay rate rules regardless of the pay code type, leave the default option of Any selected.

Pay Code

Allows bulk updating of pay rate rules where the pay code assigned to the rule matches the selection in this field (available within the Filter Agreements Section) . For example, if you select Normal, the pay rate for a pay rate rule belonging to a pay agreement will be updated only if the pay code assigned to the rule is Normal.

The specific pay codes available for selection will depend on the pay codes used by your business.

To apply a rate change to pay rate rules regardless of the pay code, leave the default option of Any selected.

Updates all pay rate rules that are selected at the bottom of the Update Agreement Rates screen, using the options specified in the Bulk Rate Update field grouping.

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Update Agreement Rates Screen

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