Setup: Sites - Premiums

How to get there: Set Up | Sites | Premiums Tab

This is where Premiums can be assigned to a Site. A Premium is a charge to a Site (or a payment to the Employee) over and above the hours that have been worked for a Duty.

An employee, along with a site may also have Premiums assigned.

There a four types of Premium

  • Employee - applied to any duty worked by the employee

  • Site (Card) - applied to any duty worked on a specific Site

  • When Matched - applied when the Site and the Employee have the same Premium assigned

  • Manual - manually added to a Duty on an exception basis

see Admin | Finance | Premiums and Set Up | Employees | Premiums Tab for more information.

Screen Layout and Fields

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Code

Premium Code

Description

Premium Description

Applies To?

Premium Type - the values that are in here can be Manual, Site Card, Employee or When Matched

Per

Premium that is either Shift or Hour

Phase Employee

Premium Duty Rate Generation Phases that the Premium is applied to, The default value here is All Phases

Start Time

The Premium is only applied when a Duty Times span this time

Finish Time

The Premium is only applied when a Duty Times span this time

Minimum Hours

The Premium is only applied when a Duty duration is greater or equal to this time

Pay Amount

The Premium amount that is payable to the Employee

Bill Amount

The Premium Amount that is billable to the Site

Pay Column

The Premium Post Pay Column where Pay Amount is defined

Bill Column

The Premium Post Pay Column where Bill Amount is defined

Applies Day?

The day(s) of the week that the Premium is applied to. There are a variety of options to select as follows: All, Mon, Tue, Wed, Thu, Fri, Sat, Sun, Weekday and Public Holiday

Min Shift Pay

The minimum amount payable for the Premium

Min Shift Bill

The minimum amount billable for the Premium

Screen Actions

Save

Click to save site changes

Delete Site

Click to delete the site from the system. A confirmation pop-up will be shown confirming the deletion which will remove all duties for the site from the system

Refresh

Click to revert to the unsaved state

Site View

Click to open the Site View screen for the site

View Branch

Click to open the Branch screen for the site

View Customer

Click to open the Customer screen for the site

View Site Group

Click to open the Site Group screen for the site

View Site Budget

Click to open the Site Budget screen for the site

Site Events

Click to open the Events Search for the site

Delete

Click the Bin Icon to the right of the Premium to delete it

Add Premium

Press to Add Premium. This will show a Premium selector (see screenshot below). From here, the Premium can be selected using the iIcon to the left of the Premium Code.

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To search for a Premium Code if there are several pages of premium values, enter a Search terms in the text box and click on the Search button