Position Premiums

A Position is a type of charge element that can be assigned to a person to represent their position in the company. A Position can also be assigned a flat or percentage premium.

A transaction’s Position will come from the Person Assignment of the person who posts the transaction. It can also come from the Position event prompt. An employee can change his or her position using a Transient Assignment event.

For example, an employee is working his regular schedule when he is asked to take over as Group Leader for the rest of the day. The Group Leader position has a 2.50/hour premium. If the employee normally is paid 10.00/hour, the employee will be paid 12.50/hour when he is assigned the Group Leader position. This assignment may occur when the employee posts labor (Position event prompt), the supervisor corrects the employee’s timecard (modifying the Position event prompt or posting a Transient Assignment event), or when the employee posts a Transient Assignment event.

Define Positions and Premiums

Click Main Menu > Administration > Charge Element > Charge Element.
To define the premiums for the Position, use the Premium Master form (Main Menu > Administration > Charge Element > Premium Master). The Premium Master form determines whether the position premium will be a flat amount or a percentage; the actual premium amount is defined on the Element Premium/Rate tab of the Charge Element form.
To assign one or more premiums to a Position, use the Element Premium/Rate tab on the Charge Element form.

Note: You can also import Positions by creating a Charge Element import on the Import Definition form.

Assigning Positions

You can assign a Position to a person using the Assignment tab of the Employee form. You can also import a Position assignment. This Position and its premiums will be associated with all the transactions the person posts (unless the Position event prompt or a Transient Assignment event is used to override it).

On the Employee form, select a person record and click the Assignment tab. Click Add and select the Assignment Type POSITION. For the Assignment Value, select the name of the Position.

To import Position assignments, you need to define an Import Definition with the Person Assignment context.

Create a .csv file with the position assignments you want to import. This file must include the Assignment Type, Assignment Value, and Person Number.
Use the Import Definition form to create an import with the Person Assignment context.
Configure an instance of the IMPORT_FILES service that includes your import definition.
You can run the IMPORT_FILES service via a schedule. You can also run it immediately using the Service Monitor form or the Schedule Immediately button on the Import Definition form.
The imported Position assignments will be visible on the Assignment tab of the Employee form.

Using the Position Event Prompt

You can add the Position prompt to your Attendance and Labor events (except CLOCK events). When the user selects a Position for this prompt, the value entered will override the Position in the user’s Person Assignment. The Position for the event will be the one entered by the user at the event prompt.

To add the Position prompt to an event, go to the Events form (Main Menu > Configuration > Event > Events). On the Prompt tab, click Add and select the F_POSITION prompt.

Transferring Position Event

You can use a Transient Assignment event to assign a Position to an employee for part of a day. The application includes two Transient Assignment events for assigning a Position: TRANSFER_POSITION and TRANSFER_POSITION_IMMEDIATE.

For example, in the middle of the day a supervisor asks an employee to take over as Group Leader for another employee who went home sick. The Group Leader position has a premium of 2.50/hour. The employee posts a TRANSFER_POSITION_IMMEDIATE event and selects the Group Leader Position. The employee continues his work day as a Group Leader; this position remains in effect until the employee clocks out for the day. If the employee forgets to post the Transfer Position event, his supervisor will correct the timecard the next day. The supervisor will use Add Punch Pair to post a TRANSFER_POSITION_IMMEDIATE event to the employee’s timecard and select the Group Leader position, ensuring the employee is paid correctly for the hours he was Group Leader.

Exporting Position Premiums

To export Position premiums, you need to include the Is Record Type operand in your export rules. This operand checks to see if a transaction has a premium for a specific Position.

The operands Has Transaction Assignment and Get Transaction Assignment can be used to find the default, current, or charge value of a specific assignment type (such as a SHIFT assignment). The Get Duration Shift Num operand can be used to get the transaction’s shift number from the trans_action_duration table.

The Get Duration Detail Rate operand can be used to get the rate data for a detail record so the premiums can be added to the base rate for a single rate output. In the example below, if a Base record has the Group Leader premium, the export will add the premium to the base rate in the output file.

IF:
Is Record Type( BASE )
And Has Trans Duration Detail Record Type( GROUP_LEADER_POSITION_PREMIUM )
And Is Duration Not Zero( )
THEN:
Set Output Double( Get Transaction Rate( Paid Person Payroll Rate ) Plus Get Duration Detail Rate( GROUP_LEADER_POSITION_PREMIUM, Payroll ) )

Viewing a Transaction’s Position

To make the Position column visible in the timecard, you will need to enable the field in your Form Profile.

You can view a Position premium on the Transaction Duration Details form. Note that in order to view data on the Transaction Duration Details form, the employee whose transaction you are viewing must have an Export Premium Policy assigned to the FACILITY Employee Group to which they belong.