Duty Split By

The user has three choices to select how to split the duty:

1. Duty Cut-Off - If a duty spans the start or end of a pay/bill period, cut off tells the system whether to pay and bill the part of the duty that crosses a pay/bill period
2. Duty Start - Duties that start in the pay/bill period will only be processed
3. Duty Finish - Duties that finish in the pay/bill period will only be processed

Base Period Date

The system uses this date to calculate going forward the start of the pay/bill period. For example, if an employee is paid every 2 weeks, the system will work forward from this date to find the pay periods for the employee

First day of week

This is the first day of the week that the system derives from the Base Period Date

Duty Start of Day Time

This is the time during the day that determines the cut-off point from one day to the next. This setting should be used to determine your business rules for pay/bill. 00:00 (midnight) is the start of the day

Holiday Start of Day Time

This is the time during the day that (Bank) Holidays determine the cut-off point from one day to the next. This setting should be used to determine your business rules for pay/bill. 00:00 (midnight) is the start of the day

To help setting and adjusting times throughout the system, namely when manually arbitrating duties, a minimum time can be set so that all increments work on this period. (Used for rounding times). It is useful to set this as the smallest interval for which you pay or bill (for example 15 minutes). If you wish to have more control over the adjustments and not round up or down the times, then set drop-down to 1 minute. This is the lowest factor of time for pay/bill

This tells the system to load the pubic duty rates table with data generated through the Rate Generation process. This data can then be integrated by third party applications to transfer pay/bill information

These are global settings for calculating employee overtime pay requirements.The Period Overtime Pay Period drop-down box allows you to select options from 1 week, 2 weeks, 3 weeks, and 4 weeks

The Period Overtime Limit 1 and 2 fields allow you to select the number of hours in a period that will calculate the overtime pay. In other words, you may wish the calculation be Period OT Pay Period = Weekly

POT 1 = 15 hours

POT2 = 35 hours

This setting when ticked will allow the reports to include Branches as part of the selection process

If selected when running Rate Generation contracted records are produced. Typically used for contract variance reports. If not required, then leaving it clear will potentially give a slight performance in Rate Generation

Enhanced Premium Rate Generation

When a premium is set up with a start and finish time, and is flagged as Ignore Minimum Hours then only the portion of the premium that falls within the duty will be paid. When a duty spans midnight and a different premium for each day then the premium that is set to start at 00:00 will be ignored. By selecting this check box, if a premium has been assigned to a duty where that premium has the Ignore Minimum Hours checked and has a start time of “00:00”, then the premium will still be paid where a duty spans midnight

Automatically Schedule Rate Generation When Rates Change

When this check box is selected, the rate generation will automatically schedule any employees relevant details changed. The changes that will cause rate generation to be automatically scheduled are:

• A change to an employee’s basic pay rate (either through a minimum wage uplift or a direct change)
• A change to the amount paid for a post worked by an employee (again either through a minimum wage uplift or a direct change)
• The basic pay rate only flag is changed on an employee record
• A new basic bill rate effective date is added to the site
• A new effective date and rate is added to post pay rates against a site group
• Adding a new employee absence effective date
• Changing the absence pay rate for an existing effective date

Dynamic Rate Generation

With this selected you will be able to see all the pay and charge rates as the duty moves through different statuses

Rate Generation For Contract Phase

Shows the pay and charge rates when the duty is at the contracted status

Rate Generation For Scheduled Phase

Rate Generation for Operational Phase (Duty visible in Call Monitor)

Shows the pay and charge rates when the duty is at the operational status

Rate Generation for Actual Phase (Duty visible at Arbitration)

Shows the pay and charge rates when the duty is at the actual status

Rate Generation for Pay/Bill Phase (Duty visible in Arbitration)

Shows the pay and charge rates when the duty is at the pay/bill status

Enable Prior Period Adjustments

Turn on prior period adjustments for the system. Enabling Prior Period Adjustment by ticking this option ensures that rate generation data is locked and closed by user selectable periods. Furthermore, once a period has been closed, contract duty rate records will be created when changes have been made

Prevent Duty/Diary Event Add

Prior Period History Days

Number of days that prior period history is shown and kept. note by selecting 0 the user is electing to have no limit on number of days

Prior Period History Weeks 

Number of weeks that prior period history is shown and kept. note by selecting 0 the user is electing to have no limit on number of weeks

Number of days that prior period history is shown and kept. note by selecting 0 the user is electing to have no limit on number of months

The number of prior periods to display when looking at previous periods for reporting and managing periods. be aware, by selecting 0 the user is electing to have no limit on number of periods being kept

Positive and negative markers for the adjustments created to duties or diary events, premiums and T&S. These are markers for the payroll codes of positive and negative contra records. It is unlikely and not recommended that these would need to change once set up