How to: Clone a Global Pay Rule to a Company

Global pay rules and pay levels are great for sharing common sets of rules with multiple companies.

In future, companies will be able to use a set of global pay rules ‘as is’ for their company. In the meantime, companies can clone a copy of the global pay rules to their company for use.

Some notes about cloning global pay rules

1. when you clone a global pay rule, you get a copy of the pay rule, and all the versions of that pay rule in your company. That means that you do not automatically get any changes to the global pay rule, or any new versions published for the global pay rule.

   1. The ability to ‘get the latest version’ of a global pay rule will be coming in a future version

2. Pay rules can reference other records,

   1. conditions can reference:

      1. Work types

      2. Leave types

      3. pay tags

   2. actions can reference

      1. pay types

   3. when cloning a global pay rule to your company, the system will create copies of each of the records above that are referenced by a global pay rule, and automatically link up the new records in your company to the references in the rules. There’s nothing for an admin to do here, except to note:

      1. we currently reference these records by ID, so if you already have a record with the same name in your company, we won’t link to the existing record

      2. we check for the record existing in your company before creating it, so cloning two pay rules that reference the same pay type will only have one reference to that pay type in your company

Instructions

1. Create a global pay rule as a sudo (see: How to: Create a new Global Pay Rule, and How to: Create a new Global Pay Rule Version for examples) in the company you use for testing and back office work.

   1. hint: do not create the global pay rule in the customer company!

2. Ensure that you are a sudo in the customer company (only sudo users can clone global pay rules, and you need to be a sudo in both companies to do so

3. Switch to the customer company

4. Go to Settings | Pay rules. You will see a list of pay rules, including the global pay rules. You won’t be able to edit the global pay rules from here, but you can clone them
   

   

   
   

   

5. Select the global pay rule you want to clone, and click the ‘clone’ button
   

   

6. Confirm that you want to clone the pay rule, choose a name and select to clone to company
   

   

7. The system will clone the appropriate records and you’ll end up with a copy of the pay rule on your customer company. You will be able to view and edit the company clone of the pay rule.