A Pay Rule Set includes the settings, established by a Company Administrator, used in determining how and when employees will receive compensation for time worked.
Once Classifications, Accumulators, and associated components are established, they can be used when creating Pay Rule Sets, which are then assigned to Locations and used in determining payroll.
From the Pay Rule Sets page users can add new or modify existing Pay Rule Sets as well as view their history.
- Name (required): Enter the name of the new pay rule set.
- Work Week Start Day (required): Select the day when the workweek begins. This choice helps in effectively managing shifts across the week.
- Day Divide Offset (required): Set the time that divides two working days. If midnight is used then this should be set to +00:00. If 9pm is used, then the value should be set to -21:00.
- Hours Belong To (required): Choose whether the hours should be attributed to the starting day or ending day of a shift. For example, if a shift starts at 10 PM and ends at 6 AM, decide whether these hours belong to the previous day or the current day.
- Shift Classification Set (required): Select a classification set to categorize and manage different types of shifts easily.
- Holiday Calendar (required): Choose a holiday calendar to ensure that holidays are considered while determining pay.
- Overlap Rule (required): Choose "Standard" (only one currently available)
- Display Order (required): Set the order in which the pay rule set will appear in the list.
- Active - toggle this on if the pay rule set should be active
- Keep Extensions and Split Shifts with Original Shift: Toggle this on if you want to retain extended hours and divided parts of a shift with their original scheduled shift.
- Allow Timekeepers to Mark Days as “Do Not Pay”: Toggle this on to allow timekeepers to mark specific days where payment should not be made (for specific employees)
- Display “Do Not Pay” Days to Schedule Viewers: Toggle this on to make non-payable days visible on schedule viewers’ interface.
- Include Traded Away Shifts for Classification: Toggle this on to Incorporate information about traded away shifts when classifying the employee shifts during the pay period.
- Description :Provide additional details or instructions regarding this pay rule set.
Accumulators can be added to the Pay Rule Set by selecting from the available menus:
Multiple Accumulators can be included within the same Pay Rule Set and reordered by dragging and dropping. The system will automatically check to ensure Shift Classifications used by the Accumulators are contained within the Shift Classification Set selected. The order that you place the Accumulators in the Pay Rule Set dictates the order in which they system tries to match the schedule hours to an Accumulator when processing through the pay period. Once a time segment (the system processes through the pay period minute-by-minute) matches the criteria (Shift Classification and any Accumulator Filter) for the Accumulator, those hours are added to the sum of the Accumulator to be used in the result logic. Once a time segment is summed in an accumulator, those hours generally are not tested to see if they match any lower Accumulators on the list. However, it is possible to have the system check if the hours match an Accumulator further down the list and also process the hours in that Accumulator as well. This is accomplished by utilizing the "other" dropdown from within the Accumulator (must do this by clicking the "+" sign for the Accumulator on the list) and adding any Accumulators above the current one for which the hours might match that will be evaluated by the current accumulator.
Likewise, Holiday Accumulators and Post Accumulators can be added to the Pay Rule Set.
Meal Break Rules can also be added to a pay rule set. When specifying more than one meal break, the UI allows the Company Admin to define which shift classifications to include when evaluating the break to deduct. For example, the user can select the break rule that uses the break defined with the shift and indicate that only applies to “absent” classified shifts and add another break rule for continuous shifts and indicate that applies to all the other shift classifications.
When defining which meal break rules will apply to the pay rule set:
- If there is only one meal break rule selected, it would apply to all shift classifications
- Each shift classification can only be used on one meal break rule
- Best practice will always be to have exactly one meal break rule with no associated shift classifications. This will be the “catch-all” meal break rule.
Clicking the Edit (pencil) icon allows for additional meal break rules to be added:
Clicking the Plus icon allows for shift classifications to be associated to the meal break:
As noted in Best Practices, any edits to any component associated with the selected Pay Rule Set will impact any other Pay Rule using the same components. The Impacted section within the Edit page displays the areas the current component affects
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