Charge Rates and Pay Rates are managed on the same form. To switch between the two forms click the radio button next to the available options at the top of the form.
To check which form you are currently in, you can determine this by the button for creating new rates. E.g. When you are in the pay rates form you will see that the button will be labelled 'New Pay Rates' and if you are in the charge rates form the button will be labelled 'New Charge Rates'.
To load a list of charge/pay rates simply press the 'Go' button.
Please see standard tools to familiarise yourself with the form.
Editing Rates:
To edit the rates you can either use the 'Edit Rate Record' right-mouse menu option or by double-clicking on an existing record.
Creating new rates:
To create a new rate record you can use the 'New Charge/Pay Rate' button or by right-mouse clicking on a rate record choosing the 'New Rate Record' option.
Configuring Charge Rates:
Please refer to standard tools to familiarise yourself with the form.
Charge rates are managed with a single 'Effective From' date. To replace a rate, please do not edit an existing record but instead add a new one with a new 'Effective From' date.
The 'Effective From' is always required whereas 'Effective To' is not, as the rate is automatically ignored when it finds a newer 'effective from' date from a new record.
The 'RCMB' (Re-Charge Manual Bonus) when ticked will do exactly as labelled. These manual bonus rates are set in the 'Schedule request task editor' in the bonuses tab.
The 'RCMB' field only exists in the charge rate form.
If your company utilises different groups of pay (e.g PAYE, LTD orOther) then you will need to create a pay/charge rate record for each.
The Key Areas of Charge/Pay Rates
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Selection Parameters The parameters area is very important in processing pay. Pay Rates are Prioritized! Key to the pay process is the use of the * symbol which means Any or All, and is used to prioritize which pay rate is to be used together with the dates fields. A simple rule is that the more parameters that have * sign, the lower in the rate selection the priority will be. For charge rates the minimum parameters that must be set are the company reference, rate group and the effective from date. For pay rates they are the rate group, company ref, effective from date and personnel ref:. Both rates can be as specific as you prefer. |
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Additional Parameters This section can be used to apply shift/attendance bonus rates please use this section. You may configure the pay rates form to automatically work out breaks, including the break duration, the amount of breaks and when the personnel take the break. If you decide to use auto breaks this will override the break settings in the tasks or tasks templates used in the scheduling modules. Using the "Overtime Method" drop-down allows overtime to be charged/paid the rate at the start of the shift, at the end of the shift or the actual shift hours. 'Standard Method' operates in the same fashion. Ticking 'Process Breaks' will allow the system to include the break in the standard pay process, otherwise it will be deducted. |
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Standard/Core Rates Rate 1 - This is where you set the standard hourly rates for each day. Each day can have a different rate if required. Using the 'Copy Down' button will copy the Monday rate across the other day rates. Once the std rate is copied to the other days, you can edit the specific day rates, OT (Overtime), BH (Bank Holiday) and BHOT (Bank Holiday Overtime). Every employee can be paid up to 6 different rates not including guaranteed hrs, Call Out/Fixed, Premium or penalty. It is important to specify a 'From' and 'To' time for Rate 2 - 6 tabs for when you want the rates to be paid. |
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Guaranteed Hours This tab allows you to set guaranteed hours wheres shifts are paid at variable rates depending on certain criteria. |
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Call Out/Fixed rates Call Out/Fixed rates operate in the same way as Hourly Day Rates. The amount is added to any pay for a qualifying duty. These payments are fixed figures and not multiplied by the hours worked. You can invoice a fixed charge in addition to the standard hourly rate. |
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Premium Rates Depending on certain circumstances you can use this tab to pay premium rates. This tab operates similar to the others. |
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Penalty Rates Use this tab to set penalty rates wheres staff are not meeting expectations. e.g. Staff being late. |
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Cross Over The Cross Over tab provides even more flexibility to the pay rate system. This tab offers flexibility in that if a person starts a shift which happens to end in the following day you can set it so that he/she gets paid the next day rate. e.g Your staff's shift starts on a Monday night and finishes on the Tuesday morning. By ticking the Monday/Tuesday check box the staff will be paid Tuesdays rate should it be different. The 'BH' flags allow you to force an event that spans two days (night shift) to treat the whole shift as Bank Holiday or not, if either the start of the shift or end of the shift falls on a bank holiday and the balance of the shift does not. |
Configuring Pay Rates:
'eZworkforce' has a dynamic pay system that calculates pay live as the schedule changes. It also operates similar to 'charge rates'.
The pay break and the bank holiday check boxes functions in the same way as they do in the charge rates form.
Again the 'Effective From' is always required whereas 'Effective To' does not as the rate is automatically ignored when it finds a newer effective from date.
Please also create additional rates for each 'Rate Group' your company offers.
For personnel to be paid the correct rate, there is also a 'Rate Group' field which you can set from their personnel record. This field is located in the 'Work Tab' from the personnel record.