Difference between revisions of "Scheduling Rate Changes"

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=About=
 
=About=
  
It is possible to automatically update pay and charge rates ([[pay codes]]) on a specific date.  
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It is possible to automatically update pay and charge rates ([[Pay Codes]]) on a specific date.  
  
 
This can be useful in managing timelines when you know in advance that a pay rate is going to change and yet do not have enough time between last using the existing pay rate and running the next payroll.
 
This can be useful in managing timelines when you know in advance that a pay rate is going to change and yet do not have enough time between last using the existing pay rate and running the next payroll.
 
  
 
=How to Schedule Rate Changes=
 
=How to Schedule Rate Changes=

Revision as of 03:22, 16 January 2018

About

It is possible to automatically update pay and charge rates (Pay Codes) on a specific date.

This can be useful in managing timelines when you know in advance that a pay rate is going to change and yet do not have enough time between last using the existing pay rate and running the next payroll.

How to Schedule Rate Changes

To do this - select the relevant pay code (edit) and click on the Schedule Rates Change button;


Schedule rate.PNG


From here make any changes needed and enter in the effective date (needs to be a date in the future).


Sched detail.PNG

The Scheduled Rate Change is added and listed as a Pending Pay Code in the Client's pay code list;


Pending list.PNG

Now select the pay code and add the required pay code items for the new rates.


New sched rate.PNG


The new pay code will be activated on the scheduled date (when a pay/charge transaction is entered) and the old code will be archived.

For customers using a front end system such as RecruitOnline - the new rates will be updated in that system and also the existing orders.