Navigating to pay rules
1. To go pay rules, click Management and click settings. You will be redirected to the settings page.
2. Look for the pay rules tile and click. You will be redirected to the pay rules page.
Managing pay rule sets
Add a new pay rule set
1. Add a new pay rule set, click add [ + ] button.
2. Input name of the pay rule and optionally the description.
3. Click the save button. Your pay rule will now be created and be added on the pay rule list.
Edit a pay rule set
1. To edit the pay rule, click the edit button found of the right side of the pay rule. You will be redirected to the pay rule page and you can now start editing your pay rule.
Delete a pay rule set
1. To delete the pay rule, click the delete button found on the bottom right of the screen. A confirmation message will be displayed, click delete to confirm.
Managing versions of pay rule set
Add a new pay rule version
1. Click the New Version + button. You will be redirected to the pay rule version screen.
2. You can now input the details of your pay rule. Note that at least one rule block is required to save the pay rule version.
Edit a pay rule version
1. To edit a pay rule version, click the edit button on the right side of the pay rule version.
Delete a pay rule version
1. To delete a pay rule version, click the delete button found on the bottom right then click the delete button on the confirmation.
Managing pay rules blocks
Add new pay rule block
1. To a new pay rule block, click the add another rule button found on the lower left.
Edit pay rule block
1. To edit a rule block, click on it to expand it. The different fields will now be displayed for you build your rule.
This is an optional field to name your rule block to easily identify and manage them.
A rule can have more than one conditions, you can choose which operator you want for your rule.
The rule will be applied when "All", "Any" or "None" of the conditions in the rule block are met.
Individual pay rules
Timesheet has specific types
Optionally apply rates based on whether the timesheet is a scheduled shift, unscheduled shift, or leave.
Above X hours consecutively
Apply a different rate after X consecutive hours (the value for X is set as part of the rule). E.g. pay an overtime rate if the shift is more than 8 hours.
On specific days
Apply a specific rate on a specific day (or group of days). E.g. apply weekend rates if the day on the timesheet is a Saturday or a Sunday.
Timesheet matches an above rule
This is used to test whether any of the previous rules have been matched and to apply rules accordingly. A typical implementation would be to test if no specific rules have matched already, then apply ordinary hours/base rate. The order of this rule in relation to other rules is important as it checks the rules above it. The example below can be interpreted as "if it's not on a Sunday or not on a Public Holiday then apply normal hours".
Under contracted hours
Specify a payment based on whether the employee is under contracted hours or over contracted hours. Contracted hours need to be set on employee's standard hours or the company default standard hours.
Exceeding X hours in a period
Allows the user to set a limit on the number of hours worked in a particular period. E.g. if someone works more than 40 hours in a week the remaining hours can be paid at a higher rate.
Top up timesheets X hours
Some awards have a minimum shift length for a timesheet, so for example this rule will ensure that all timesheet instances are paid for at least two hours even if the actual timesheet is less than that.
Insufficient hours between prior timesheet
Some awards require a minimum number of hours between worked shifts, or a penalty rate is applied. Here for example we can set a rule like, "if the break between the end of one timesheet and the start of the next is less than 12 hours then apply double-time for the second shift".
Employee has pay tag
Matches if employee has one or more of the specified pay tags.
Has leave type
Matches if timesheet leave type matches specified leave type in the pay rule.
On a public holiday
The rule is triggered if the timesheet falls on a public holiday (you can apply public holiday rates.)
Between certain times
Typically used for setting after hours rates. E.g. between 10pm and midnight or between midnight and 6am apply the night rate.
Within employee standard hours
Matches when a shift or timesheet hours are within the employee's standard hours.
Timesheet has locations
Matches when a shift or timesheet's location is one of the specified in the pay rule.
Has specific work types:
Apply different payment types based on the work type (e.g. a specific rate for public-holiday-not-worked).
Within rostered hours:
Matches with employee's worked hours that are within their associated shift's hours.
Tops up employee's timesheet up to the specific length for the matching pay rules with pay items
Each rule block can allow multiple conditions for example 1.) if you want to apply a different rate after X consecutive hours, pay an overtime rate if the shift is more than 8 hours OR 2.) if someone works more than 40 hours in a week OR 3.) more than 160 hours in a month the remaining hours can be paid at overtime rate. In the example below the operator used is ANY.
For the metric you can choose if you want to pay or count by hour, timesheet, or match.
Assigning pay rule to employees
To assign a pay rule to employees, go to Management > Employees. You will be taken to the list of employees.
1. To assign to an individual employee, search for the employee then click the edit button found on the right column.
2. On the profile page, click Location access tab found on the left.
3. Click the edit button on the location information section.
4. Select the pay rule you want to assign then click the update button. The pay rule is now assigned to the employee and costing will follow these rules.
1. To assign pay rule to multiple employees, select the employees using the the check box found on the left side of their names or the select all check box found on the upper left side of the list. The on the bulk actions menu and select modify.
2. Select the pay rule you want to assign then click the bulk update button.
3. A confirmation prompt will be displayed, you can go back to make modifications or confirm the changes.
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