Pay Rules Configuration
|This topic is for advanced users|
The pay rules are where the majority of the calculation rules are setup and the associations with the Pay Periods, Overtime rules, and Premium rules are set.
Pay Rule ID – an identifier for the pay rule. This is seen in the employee main tab in the Pay Rule drop-down.
Pay Period Group – the pay period group associated with this pay rule.
Calculation Order – the order in which to calculate holidays, premiums, overtime and the worked holidays. Changing the calculation order can affect the totals calculated. For example, when an employee works 50 hours in the pay period, regular hours are matched with a differential pay type and the employee also gets overtime after 40 hours in the pay period. If the premium is calculated before the overtime, then the employee will get 50 differential hours. If the premium is calculated after the overtime, then the employee would get 40 differential hours.
First Run Maximum – Premium and Overtime have their own internal order of calculation. For example, Differentials are calculated after Daily Maximums. Use First Run Maximum to do the calculation twice and so change the order of the calculation. Give a lower number to the Premiums/Overtimes that should calculate only on the first run and a higher number to the Premiums/Overtimes that should calculate only on the 2nd run. (Calculation Order number on the Premiums/Overtimes Main tab).
Pay Period Group – the pay period group associated with this pay rule. (Only one Pay Period should be selected for a Pay Rule. If multiple Pay Periods are required for a single Pay Rule then use the Labor Levels on the Pay Period).
Overtime Rules – the overtime rules associated with this pay rule.
Premium Rules – the premium rules associated with this pay rule.
Start Of Day – the time of the day that the pay date starts. If the pay date starts on or after midnight, then make sure to check On Or After Midnight. If you have a night shift that starts late at night, then make sure the Start Of Day is not too close to the night shift starting time. Otherwise, employees arriving late will fall into the incorrect pay date.
Allow Working Through Day Start – if the employee is allowed to work through the Start Of Day, then check this. If the employees would never be punched in at the Start Of Day time (e.g. the business is closed or this is a day shift rule), then do not check this.
Break Pair Minimum Minutes – in order for punches to be considered as a break pair, the time span between them must be equal to or greater than this number of minutes.
Break Pair Maximum Minutes – in order for punches to be considered as a break pair, the time span between them must be less than or equal to this number of minutes.
Punch Pair Maximum Minutes – in order for punches to calculate in the same punch group, the time span from the first punch to the last punch must be less than or equal to this setting.
Use Shift Cut Off – if this is checked, then the employee's punches cannot pass through the Shift Cut Off Time setting in their work pattern Shift designation.
Use Pay Period Cut Off – if this is checked, then there is a restriction on allowing punches that pass through the last day of the pay period at the time specified in Pay Period Cut Off Time.
Pay Period Cut Off Time – the time to cut off punches at the end of the pay period.
The calculated time of a punch can be rounded based on the punch time and its relationship to the schedule. A different rule will be applied based on whether the punch is early or late and is an In or an Out punch.
Rounding Unit – the unit that the calculated punch time will be rounded to. This is typically some portion of the hour like 15 minutes. Other common rounding units are 1 (minute to minute), 5, 6 and 30.
Break Point – the point at which the calculated time will move forward. For example, if the break point is 5, then once the punch has reached the 5th minute of the rounding unit, it will calculate to the end minute of that rounding unit.
The calculation time of a punch can be adjusted based on the schedule start and end times. A different rule will be applied based on the relationship between the punch and the schedule time. For example, if the In punch is at 730am and the schedule start time is 8am, then the Early In rules apply. If the Out punch is at 330pm and the schedule end time is 4pm, then the Early Out rules apply.
To Schedule – if checked, then the calculated time of the punch will be the schedule time.
Grace Minutes – the grace minutes work in conjunction with the To Schedule setting. Generally, you use either To Schedule or Grace Minutes. When To Schedule is unchecked, then the calculated time of the punch will be the schedule time, if the punch is within this number of minutes of the schedule time. For example, if the Late In Grace Minutes is 10, then employees punching late up to and including 10 minutes will be paid the schedule start time. Once they are 11 or more minutes late, the grace has no effect on the calculated punch time.
If To Schedule is checked and you are using grace minutes, then the calculation works as follows. If Grace Minutes is set to 30 and the employee punches in early for a 7am schedule starting time, then the employee will be paid for this time, but nothing earlier than 630am. The 30 minutes represents the maximum number of early in minutes that the employee can earn.
Grace Exception Minutes – if the punch is not within this number of minutes of the schedule start time, then an exception will be generated. For example, if this is 0, then any late in punch will generate a Late In exception.
Overtime Period Grace Minutes –
Pay Period Grace Minutes –
Overtime Period Late In Allowance Minutes –
Pay Period Late In Allowance Minutes –
Use Offset Minutes From Employee –
Early In Offsets Early Out Minutes –
Late Out Offsets Late In Minutes –
No Offset When Minutes Exceeded –
Shift Total Rounding Unit –
Shift Total Break Point –
Punch Group Break Minutes Allowance –
Punch Group Shift Matching Allowance –
Overtime Period Grace Minutes – this is typically only used with minute to minute rounding. It will pay back late in and early out minutes if the total minutes late and early within the overtime week, are less than or equal to this number of minutes. Once this number of minutes is exceeded, then the punches calculate to the minute.
Pay Period Grace Minutes – like the Overtime Period Grace Minutes rule, but uses the totals late in and early out minutes within the pay period.
Shift Total Rounding Unit / Shift Total Break Point – shift rounding allows you to calculate a rounded total for each shift without using punch rounding. This is typically used when the punch rounding is minute to minute.
Use Offset Minutes From Employee – use the offset minutes in the employee's work pattern tab.
Early In Offsets Early Out Minutes – each minute that the employee came in, before their schedule start time, can be used to adjust their out punch. This sets the maximum number of minutes that will be used.
Late Out Offsets Late In Minutes – each minute that the employee leaves late, after their scheduled end time, can be used to adjust their in punch. This sets the maximum number of minutes that will be used.
Full Time Shift Count Per Pay Period – the number of shifts considered "full time" in the pay period.