The Rates and Rules module lets you define how payees are paid and how agency clients are billed. It uses configured pay and bill rules to interpret timesheets from Time and Attendance, generate pay and billing data, and pass that information to the Pay and Billing modules for payroll and invoicing.
⚠ Important: Rates and Rules can only be used by agency staff who have security permissions to access the Rates & Rules module.
Configure Rates and Rules Agreements
Use the Rates and Rules module to manage the agreements that control how your agency pays workers and bills clients.
A pay agreement defines the level of pay and conditions of employment for workers in a specific industry or occupation.
A bill agreement defines how the agency bills the client for the supply of labour.
In the left-hand panel menu, click Rates & Rules to open the module.
Review your existing pay agreements and bill agreements so you understand which workers and clients they apply to.
Use the options in the Rates & Rules module to configure pay agreements so they match the pay levels and employment conditions required for your workers.
Use the options in the Rates & Rules module to configure bill agreements so they match the billing arrangements agreed with your clients.
Save your changes so that future timesheets use the updated pay and bill rules.
Understand How Rates and Rules Process Timesheets
When timesheets are released from Time and Attendance, the system uses the configured rates and rules to calculate pay and billing data automatically.
Payee timesheets are submitted, approved, and released in the Time and Attendance module.
An Interpreter service runs at regular intervals and checks for any timesheets that have been released since it last ran.
The Interpreter applies the configured pay and bill rules from the Rates & Rules module to the released timesheet data.
The Interpreter generates pay data for payees and billing data for agency clients based on these rules.
The generated pay data is sent to the Pay module for payroll processing.
The generated billing data is sent to the Billing module for invoicing your clients.
This automated process ensures that pay and billing calculations are consistent with the agreements you maintain in the Rates and Rules module.
Use Back Pay in Rates and Rules
The Rates and Rules module also supports back pay so you can apply pay rate changes to earlier periods when needed.
Back pay is used when pay rates change but need to be applied to work that has already been completed, such as when a rate increase is back-dated by an agreement or award.
Open the Rates & Rules module, then locate the pay agreements or individual payees that require a back-dated pay rate change.
Apply the required back-dated pay rate changes in the relevant pay agreement or for the individual payee, using the effective dates your agency needs.
Use the Back Pay process in your system so the updated rates are applied retrospectively to the affected periods.
Review the resulting pay calculations in the Pay module to confirm that the back-dated amounts have been applied as expected before you finalise payroll.