Difference between revisions of "Scheduling Rate Changes"
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| − | + | =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. | ||
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| + | =How to Schedule Rate Changes= | ||
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| + | To do this - select the relevant pay code (edit) and click on the <kbd>Schedule Rates Change</kbd> button; | ||
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| + | [[File:Schedule_rate.PNG | 600 px]] | ||
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| − | + | [[File:Sched_detail.PNG | 600 px]] | |
The Scheduled Rate Change is added and listed as a Pending Pay Code in the Client's pay code list; | The Scheduled Rate Change is added and listed as a Pending Pay Code in the Client's pay code list; | ||
| − | + | [[File:Pending_list.PNG | 600 px]] | |
Now select the pay code and add the required pay code items for the new rates. | Now select the pay code and add the required pay code items for the new rates. | ||
| − | + | [[File:New_sched_rate.PNG | 600 px]] | |
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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. | 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. | For customers using a front end system such as RecruitOnline - the new rates will be updated in that system and also the existing orders. | ||
Revision as of 03:21, 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;
From here make any changes needed and enter in the effective date (needs to be a date in the future).
The Scheduled Rate Change is added and listed as a Pending Pay Code in the Client's pay code list;
Now select the pay code and add the required pay code items for the new rates.
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.
