Use hierarchy groups to add an
A hierarchy group is a custom category used alongside hierarchy levels and hierarchy values to help the system match the correct agreements and rules when paying and billing job orders.
📌Note: Ensure hierarchy group functionality is enabled for the relevant country before creating hierarchy groups.
⚠️ Important: Hierarchy groups cannot be assigned to standard rates. However, they can be assigned to on-costs generated when a standard-rates job is paid and billed.
Understand Hierarchy Groups
Hierarchy groups work with existing agreement hierarchy logic to provide an additional classification layer.
The system searches for a matching pay or bill agreement using a combination of hierarchy level, hierarchy value, and hierarchy group. If no match is found, the system performs a second search using hierarchy level and hierarchy value only. This improves flexibility when grouping agreements, rate rules, oncosts, and holiday rules.
Enable Hierarchy Groups for a Country
Go to Maintenance, then click Hierarchy.
Select Country, then enable Hierarchy Group for the relevant country.
Create a Hierarchy Group
Go to Rates and Rules, then click Maintenance.
Select Hierarchy Group, then click New to create a group.
Enter the hierarchy group name, then choose the Country to which it belongs.
Add a Sort Order number so the hierarchy group appears in the correct position in dropdown lists.
Click Save, then assign the hierarchy group to relevant agreements, rules, or oncosts.
📌 Note: A hierarchy group can only be assigned to a record that belongs to the same country as the hierarchy group.
Assign Hierarchy Groups to Records
Open the relevant record such as a pay agreement, bill agreement, rate rule, or on-cost.
Select the hierarchy group from the Hierarchy Group dropdown list, then click Save.