How to Search for an Agreement

How to Search for an Agreement

1.

If not already open, open the Pay Agreements screen by clicking Pay Agreements in the top left-hand corner of the Rates and Rules screen.
The Pay Agreements screen opens, listing all existing agreements belonging to the country to which you are assigned.

2.

Near the top of the screen, click to expand the search
section of the screen.
The search section of the screen expands to show the search criteria fields.

3.

In the search criteria fields, type or select as much information as possible about the agreement(s) you want to find.
Click here to see descriptions of the search fields that are available.
Start Date
Date on which the pay agreement becomes valid. To search for agreements according to the date on which they become valid, click and use the calendar control to select the
relevant date.
End Date
Date after which the agreement expires. To search for agreements according to the date on which they expire, click
and use the calendar control to select the relevant date.
Agreement Name
Name of the agreement. To find an agreement by name, type the relevant agreement name in this field.
Hierarchy Level
Agreement hierarchy level to which an agreement is assigned. To search for agreements assigned to a specific level of the agreement hierarchy, select the relevant hierarchy level in this field.
Hierarchy Value
Agreement hierarchy value to which an agreement is assigned at the agreement hierarchy level, as selected in the Hierarchy Level field.
Note that this field is enabled only if an option is selected in the Hierarchy Level field.
Country
Country to which the agreement belongs for the purposes of system maintenance. To search for agreements belonging to a specific county, select the relevant country in this field.
Status
Status of the agreement. This defaults to Any Status, thereby allowing you to search for agreements that are in the Released or Pending statuses. To search for only those pay agreements that have been released, select the Released option. To search for only those agreements that have been created but are yet to be released, select the Pending option.
Locked
Locked status of the agreement. By default, an agreement will be returned by a search regardless of whether it has been locked to prevent front office staff altering rates via Recruitment Manager. To search for only those agreements that have been flagged as locked, click on this field until a tick is displayed. To search for only those agreements that have not been flagged as locked, click on this field until no tick and no shading is displayed.
Compare Results
Determines if the agreement has been configured to compare the results of pay code rules and to therefore pay based on the results of the comparison. By default, an agreement will be returned by a search regardless of whether the agreement is subject to the Compare Results option. To search for an agreement that is subject to the Compare Results option, click this field until a tick is displayed. To search for an agreement that is not subject to the Compare Result option, click on this field until no tick and no shading is displayed.
This field is available for pay agreements only.
And Pay Based On
Determines if the agreement has been configured to pay based on the highest or lowest pay outcome of a pay code rule comparison. This field is available only if the Compare Results field is ticked, in which case select the Lowest Value or Highest Value option depending on whether the agreement has been configured to pay based on the lowest or highest pay outcome respectively.
This field is available for pay agreements only.
Filter Attendances Available for Selection on Timesheet
Determines if the agreement has been configured to restrict the attendance types that are available on timesheets based on the attendance types for which a pay code rule shift type conditions are defined within the agreement. By default, an agreement will be returned by a search regardless of whether it is subject to the Filter Attendances Available for Selection on Timesheet option. To find an agreement that is subject to this option, click on this field until a tick is displayed. To search for an agreement that is not subject to the option, click on this field until no tick and no shading is displayed.

4.

Click Search Pay Agreements or Search Bill

Agreements .
The agreement(s) matching the search criteria you specified are listed in the grid within the screen. The list is empty if no existing agreements match the criteria you specified.