Paid Rate Rules Operands

Paid Rate rules determine how a transaction’s payroll and labor rates will be calculated. The rules in the Paid Rate Ruleset will be used to calculate the PAID_PERSON_PAY and PAID_PERSON_LABOR rates for a transaction. See Trans Rate for a description of the various rates that are stored with a transaction.

Paid Rate Rulesets are assigned to a person's Pay Policy in the Pay Rate Ruleset and Labor Rate Ruleset fields. If the ruleset is assigned to the Pay Rate Ruleset in the Pay Policy, it will be used to calculate the PAID_PERSON_PAY rate. If the ruleset is assigned to the Labor Rate Ruleset in the Pay Policy, it will be used to calculate the PAID_PERSON_LABOR rate.

Paid Rate Rules are created in the Calc Rule form. Each rule is expressed as an IF-THEN statement. The IF portion contains one or more conditions, and the THEN portion contains one or more actions. When the condition is met, the action is executed.

Operands

When you create rules, a combination of operands and operators make up the IF and THEN clauses. The combination of operands and operators must return a Boolean value or be a Boolean expression (True or False) in order for the rules to work. The IS operands will return a Boolean expression (True or False statement). The GET operands will return a value.

Use this operand for a rule that requires mathematical grouping of variables. For example, if you want the rule to add A + B and multiply the sum by C, use the operand Evaluate (A Plus B) Multiply C. If the rule was A Plus B Multiply C, then A would be added to B *C.

Parameters:

Expression = The Evaluate operand has one parameter, Expression. Right-click this parameter and select the operands to create the mathematical expression.

Example 1:

This rule sets the pay rate for a Holiday event by adding 0.25 to an Ad Hoc Rate and then multiplying the sum by the person's default pay rate.

IF: Is Event Sub Type( Attendance ( Holiday ) )
THEN: Set Paid Rate( Evaluate( Get Adhoc Rate( Override, Rate 05, 0.5 ) Plus 0.25 ) Multiply Get Rate( Default, Person, Person, Pay ) )

If the Override for ADHOC_RATE5 is 1.5 and the Default PERSON_PAYROLL_RATE is 12, the holiday rate would be (1.5 + 0.25) * 12 = 21.

Example 2:

This rule sets the pay rate for a Vacation event by adding one or more rates and multiplying the sum by a buyout factor and/or a progression factor. These special rates and factors are defined in ADHOC_RATEs in the Person Assignment. The Adhoc Rates in this rule will not be defined for all employees, so a value of 0 or 1 will be used when the rate does not exist.

IF: Is Event Sub Type( Attendance ( Vacation ) )
THEN: Set Paid Rate( Evaluate( Max( Get Rate( Default, Person, PayScale, Pay ), Get Rate( Default, Person, Person, Pay ) ) Plus Get Adhoc Rate( Default, Rate 03, 0 ) Plus Get Adhoc Rate( Default, Rate 04, 0 ) ) Multiply Get Adhoc Rate( Default, Rate 05, 1 ) Multiply Get Adhoc Rate( Default, Rate 06, 1 ) )

The Default Person Pay Scale Rate is 10.00 and the Default Person Pay Rate is 11.00.

The person does not have ADHOC_RATE3 or ADHOC_RATE4 so a value of zero will be used for these rates.

The person also does not have ADHOC_RATE5 (the buyout factor) so a value of 1 will be used for this rate.

The progression factor, ADHOC_RATE6, is 1.7.

The vacation pay rate is calculated as (11 + 0 + 0) * 1 * 1.7 = 18.7.

Get Adhoc Rate

Finds the value of an Ad Hoc Rate based on the post date of the transaction. A person's Ad Hoc Rates are defined in the Assignment tab of the Employee form. Typically used in a THEN statement with one of the Set Rate operands.

Parameters:

Record Type = Select Default to get the default Adhoc Rate or select Override to get the override Adhoc Rate.

Adhoc Rates = Select an option from Rate 01 to Rate 10 to indicate which Ad Hoc Rate to select from the person's assignment.

Default Rate = Use this parameter to specify the rate to use if the Default or Override Adhoc Rate defined in the above parameters cannot be found.

Example:

A person has the following pay rates in Person Assignment:

PERSON_PAYROLL_RATE = 9.00
ADHOC_RATE1 = 15.00

The person's Paid Rate Ruleset has the following rule:

IF: Rate Not Set( )
And Has Rate( Default, Person, Person, Pay )
THEN: Set Paid Rate( Get Adhoc Rate( Default, Rate 01, 3.75 ) )

Based on the above rule, the ADHOC_RATE1 (15.00) will be selected.

If the person did not have ADHOC_RATE1 defined in Person Assignment, then the rate of 3.75 would be used (the "default" rate in the first rule).

Get Rate

Finds the rate value based on the post date of the transaction. Typically used in a THEN statement with one of the Set Rate operands.

Parameters:

Record Type = Select Default or Override. The Default or Override rate that is selected will also depend on the Rate Type and Rate Class parameter you select.

If the Rate Type is Person, the Default rate is the Level 0 PERSON_PAYROLL_RATE or PERSON_LABOR_RATE in the Person Assignment. The Override rate is the highest Level PERSON_PAYROLL_RATE or PERSON_LABOR_RATE in the Person Assignment. In both cases, the Rate Class parameter determines whether the Payroll or Labor rate will be selected.

If the Rate Type is PayScale, the Default rate is the Default record assigned to the person in the Pay Scale tab of the Employee form. The Override rate is the Override record assigned to the person in the Pay Scale tab of the Employee form. In both cases, the Rate Class parameter determines whether the Payroll or Labor rate will be selected.

If the Record Type is Override but a person has not been assigned an Override payroll or labor rate, the person's Default rate will be used. If the person does not have a Default rate either, a rate of zero will be used for that person.
If the Record Type is Default but a person has not been assigned a Default payroll or labor rate, a rate of zero will be used for that person.

Rate Source = Indicates where the rate originates. Currently only one option is available, Person, for the Employee form.

Rate Type = Select PayScale if the rate comes from the Pay Scale tab on the Employee form. Select Person/Employee if the rate comes from the Assignment tab on the Employee form.

Rate Class = Select Pay or Labor.

If the Rate Type is Person, the Rate Class Pay is the PERSON_PAYROLL_RATE in the Person Assignment and the Rate Class Labor is the PERSON_LABOR_RATE in the Person Assignment.

If Rate Type is PayScale, Rate Class Pay is the Payroll Rate defined in the person's Pay Scale record and Rate Class Labor is the Labor Rate defined in the person's Pay Scale record.

Example:

IF: Rate Not Set( )
And Has Rate( Default, Person, Person, Labor )
THEN: Set Paid Rate( Get Rate( Override, Person, Person, Pay ) )

The person has the following rates in Person Assignment:

PERSON_LABOR_RATE = 11.00
PERSON_PAYROLL_RATE = 10.00
PERSON_PAYROLL_RATE Override = 10.50

Based on the above rule, the Override PERSON_PAYROLL_RATE (10.5) will be selected.

Get Transaction Rate

Get Vendor Rate

Finds the vendor rate (from the person_vendor_rate table) based on the Rate Class (Pay or Labor), Shift Number, and Hours Classification. The rates in the person_vendor_rate table are imported to the application. They can also be viewed, added, modified, and deleted in the Vendor Rate tab of the Employee form. See Subcontractors for more information.

The Get Vendor Rate operand is typically used in a THEN statement with one of the Set Rate operands.

The Get Vendor Rate operand has the same parameters as the Has Vendor Rate operand. However, the Get Vendor Rate operand will return the numeric rate value.

Parameters:

Rate Class = Indicates the type of vendor rate that will be selected – Pay or Labor.

Shift Num = Selects the vendor rate based on the Shift associated with it. Can be set to All, a shift number defined in the Shift Definition form, or From transaction. The default value is From transaction. Enter a shift number to select a rate that is defined for a specific shift. Select All to select a vendor rate defined for any shift.

Hours Classification = Selects the vendor rate based on the hours classification associated with it. Can be set to All, an hours classification defined in the Hours Class Group form, or From transaction. The default value is From transaction. Enter an hours classification to select a rate that is defined for a specific hours classification. Select All to select a vendor rate defined for any hours classification.

Note that if more than one record in the person_vendor_rate table applies to the transaction, then the rate will be selected based on a precedence order. See Define the Paid Rate Rules for Vendor Rates for more information.

Example:

The IF portion of this rule checks to see if the person/employee has been assigned a Pay type vendor rate in the Vendor Rate tab of the Employee form that has the same shift and hours classification as the transaction. If so, the transaction's pay rate is set to this same rate (the Pay type vendor rate in the person's Vendor Rate tab that has the same shift and hours classification as the transaction).

IF Has Vendor Rate(Pay, From transaction, From transaction)
THEN Set Vendor Rate(Get Vendor Rate(Pay, From transaction, From transaction))

Has Rate

Finds the rate value based on the post date of the transaction. Typically used in an IF statement.

Parameters:

Record Type = Select Default or Override. The Default or Override rate that is selected will also depend on the Rate Type and Rate Class parameter you select.

If the Rate Type is Person, the Default rate is the Level 0 PERSON_PAYROLL_RATE or PERSON_LABOR_RATE in the Employee Assignment. The Override rate is the highest Level PERSON_PAYROLL_RATE or PERSON_LABOR_RATE in the Employee Assignment. In both cases, the Rate Class parameter determines whether the Payroll or Labor rate will be selected.

Rate Source = Indicates where the rate originates. Currently only one option is available, Person, for the Employee form.

Rate Type = Select PayScale if the rate comes from the Pay Scale tab on the Employee form. Select Person if the rate comes from the Assignment tab on the Employee form.

Rate Class = Select Pay or Labor.

If the Rate Type is Person, the Rate Class Pay is the PERSON_PAYROLL_RATE in the Person Assignment and the Rate Class Labor is the PERSON_LABOR_RATE in the Employee Assignment.

If Rate Type is PayScale, Rate Class Pay is the Payroll Rate defined in the person's Pay Scale record and Rate Class Labor is the Labor Rate defined in the person's Pay Scale record.

Example:

The IF portion of this rule uses the Has Rate operand to see if the person has been assigned an Override Payroll rate in the Pay Scale tab of the Employee form. If so, the transaction's pay rate is defined by the Set Paid Rate operand in the THEN clause.

IF Has Rate(Override, Person, Pay Scale, Pay)
THEN Set Paid Rate(Get Rate(Override, Person, Pay Scale Pay))

Has Transaction Rate

Has Vendor Rate

Finds the vendor rate (from the person_vendor_rate table) based on the Rate Class (Pay or Labor), Shift Number, and Hours Classification of the transaction. The rates in the person_vendor_rate table are imported to the application. They can also be viewed, added, modified, and deleted in the Vendor Rate tab of the Employee form. See Subcontractors for more information.

The Has Vendor Rate operand is typically used in an IF statement.

The Has Vendor Rate operand has the same parameters as the Get Vendor Rate operand. However, the Has Vendor Rate operand will return a true or false value.

Parameters:

Rate Class = Indicates the type of vendor rate that will be checked – Pay or Labor.

Shift Num = Checks for the vendor rate based on the Shift associated with it. Can be set to All, a shift number defined in the Shift Definition form, or From transaction. The default value is From transaction. Enter a shift number to check for a rate that is defined for a specific shift. Select All to check for a vendor rate defined for any shift.

Hours Classification = Checks for the vendor rate based on the hours classification associated with it. Can be set to All, an hours classification defined in the Hours Class Group form, or From transaction. The default value is From transaction. Enter an hours classification to check for a vendor rate that is defined for a specific hours classification. Select All to check for a vendor rate defined for any hours classification.

Example:

The IF portion of this rule uses the Has Vendor Rate operand to see if the person has been assigned a Pay type vendor rate in the Vendor Rate tab of the Employee form that has the same shift and hours classification as the transaction. If so, the transaction's pay rate is set to this same rate (the Pay type vendor rate in the person's Vendor Rate tab that has the same shift and hours classification as the transaction).

IF Has Vendor Rate(Pay, From transaction, From transaction)
THEN Set Vendor Rate(Get Vendor Rate(Pay, From transaction, From transaction))

Is Event SubType

Max

The Max operand compares two values and selects the maximum of the two. It may be used in a rule that selects from the maximum of two rates.

Parameters:

Value1, Value2 = Use the Value1 and Value2 parameters to specify the rates you want to compare. Right-click each parameter and select one of the available operands.

Example:

In this example, the pay rate is set to the maximum of two rates – the Level 0 PERSON_PAYROLL_RATE in the Person Assignment or the Default Payroll rate assigned to the person in the Pay Scale tab of the Employee form.

IF Rate Not Set( )
THEN Set Paid Rate( Max( Get Rate( Default, Person, Person, Pay ), Get Rate( Default, Person, PayScale, Pay ) ) )

Min

The Min operand compares two values and selects the lowest value of the two. It may be used in a rule that selects from the minimum of two rates.

Parameters:

Value1, Value2 = Use the Value1 and Value2 parameters to specify the rates you want to compare. Right-click each parameter and select one of the available operands.

Example:

In this example, the pay rate is set to the lowest of two rates – the Level 0 PERSON_PAYROLL_RATE in the Person Assignment or the Default Payroll rate assigned to the person in the Pay Scale tab of the Employee form.

IF Rate Not Set( )
THEN Set Paid Rate( Min( Get Rate( Default, Person, Person, Pay ), Get Rate( Default, Person, PayScale, Pay ) ) )

Not

Rate Not Set

Set Paid Rate

This operand is used in a THEN clause to set the PAID_PERSON_PAY or PAID_PERSON_LABOR rate for the transaction.

Parameters:

Rate = This parameter specifies the rate that will be used. You can enter a numeric value in this field or right-click to select another operand that will be used to determine the rate.

Examples:

In the rule shown below, the Set Paid Rate operand uses the Get Rate operand to assign the default PERSON_PAYROLL_RATE from the Person Assignment to the transaction:

IF Rate Not Set() THEN Set Paid Rate( Get Rate( Default, Person, Person, Pay ) )

In the rule shown below, the Set Paid Rate operand uses the Get Adhoc Rate operand to assign ADHOC_RATE1 from the Person Assignment to the transaction.

IF Rate Not Set() THEN Set Paid Rate( Get Adhoc Rate( Default, Rate 01, 3.5 ) )

Set Vendor Rate

This operand is used in a THEN clause to set the Paid Pay Rate or Paid Labor Rate for the transaction. It is similar to the Set Paid Rate operand, except that the Set Vendor Rate operand does not set the rate in the Trans Rate tab of the Transaction Details form. The Set Vendor Rate operand will set the Paid Pay Rate or Paid Labor Rate in the Trans Duration tab of the Transaction Details form (the Pay Rate Source will be Vendor Rate).

See Define the Paid Rate Rules for Vendor Rates.

Parameters:

Rate = This parameter specifies the rate that will be used. You can enter a numeric value in this field or right-click to select another operand that will be used to determine the rate.

Example:

IF Has Vendor Rate(Pay, From transaction, From transaction)
THEN Set Vendor Rate(Get Vendor Rate(Pay, From transaction, From transaction))

Stop Processing

True

Define the Paid Rate Rules for Vendor Rates

Vendors are outside agencies that employ subcontractors. The pay rates for subcontractors may be different from the company’s regular employees. You can import vendor pay rates and configure the pay rules to calculate the vendor rates. See Subcontractors for more information.

To make sure a transaction will receive a vendor pay rate or vendor labor rate, you must define Paid Rate Rules with the following operands:

Has Vendor Rate

Get Vendor Rate

Set Vendor Rate

Example 1:

IF Has Vendor Rate(Pay, From transaction, From transaction)
THEN Set Vendor Rate(Get Vendor Rate(Pay, From transaction, From transaction))

Example 2 (the vendor rate is a multiplier for the person’s default rate):

IF Has Vendor Rate(Pay, From transaction, From transaction)
THEN Set Paid Rate(Get Transaction Rate (Default Person Payroll Rate) Multiply Get Vendor Rate(Pay, All, From transaction))

In some cases, more than one vendor rate could be applied to a transaction. For example, the employee may have the following vendor rate records:

Rate	Shift	Hours Classification
20.00	1	All
30.00	All	O

If the employee posts a transaction with a Shift of 1 and an Hours Classification of O, either of the above records could apply. To determine which record to use, the system will use the following precedence order:

1. Exact match of Shift and Hours Classification

2. Shift match

3. Hours Classification match

In the above example, there is no exact match of Shift and Hours Classification. There is a record with the same Shift as the transaction, and this record is the one that will be used. The employee will receive the vendor rate of 20.00.