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Set Up Conditional Variables in Agreements

Learn what conditional variables are and how to create them so your pay and bill rules apply correctly in agreements and job orders.

Written by Jason
Updated over 3 months ago

Conditional variables let you add extra conditions to an agreement so the system knows which rules to apply and when. You can define your own variables (for example, a nurse’s classification level) and use them with pay code rules and pay rate rules to make sure the correct rates are applied to each job order.


Set Up Conditional Variables in Agreements

Conditional variables are custom fields that you add to an agreement to control which rules and conditions are used.

  • For example, a nurse might be classified as Grade 1, Grade 2 or Grade 3. Each classification has a different pay rate based on experience and expertise. Instead of creating separate pay rate rules for each grade, you can define a single pay rate rule and use a conditional variable (such as Nurse Classification) with values like Grade 1, Grade 2 and Grade 3. The conditional variable ensures the correct pay rate is applied for the selected classification.

You can use conditional variables with both pay code rules and pay rate rules. If your agreement requires them, configure the conditional variables before you set up any pay or bill code and rate rules.

When you apply a pay agreement to a job order, any conditional variables linked to that agreement appear when you select the agreement in the Recruitment Manager job order screens (for example, Job Order then Pay/Bill then Add Rates then Edit Pay Agreement then Add Rates). Each conditional variable has:

  • A unique name (for example, Nurse Classification).

  • One or more values (for example, Grade 1, Grade 2, Grade 3).

  • An optional Mandatory flag.

If a conditional variable is mandatory, the user must select a value for it on the Assign Pay Agreement/Assign Bill Agreement screens in Recruitment Manager before the system will allow the agreement to be applied to the job order.

Once you select a pay agreement and choose values for its conditional variables, the agreement name and the chosen conditional variables and values appear on the Job Order then Pay/Bill then Add Rates screen.


Create a Conditional Variable

Follow these steps to create a new conditional variable within a pay agreement.

  1. In Recruitment Manager, open the relevant pay agreement in the Edit Pay Agreement screen.

  2. At the header of the agreement, click the Conditional Variables tab.

  3. Click Add. The Conditional Variable Entry panel displays.

  4. In the Variable Name column, click inside the blank field, then type a name for the new conditional variable.

  5. If the conditional variable must be selected whenever the agreement is applied, click the Mandatory option. If not, leave this option unselected.

  6. In the Values row, click Add. A blank field appears in the Values column.

  7. Click inside the blank Values field, then type a value for the conditional variable (for example, Grade 1).

  8. Repeat steps 6 and 7 until you have added all required values for the new conditional variable.

  9. At the header of the agreement, click Save. The system confirms that the record has been saved successfully.

πŸ“Œ Note: To remove a value that is no longer required, click the Delete button next to that value. To remove an entire conditional variable and all of its values, click the Remove button next to the relevant conditional variable name.


πŸ’‘ Best Practices

  • Create required conditional variables before configuring related pay or bill code and rate rules in the agreement so your rules can reference them correctly.

  • Use clear, descriptive names and values (for example, Nurse Classification with values such as Grade 1, Grade 2, Grade 3) so users know exactly what to select.

  • Regularly review conditional variables and remove any values or variables that are no longer needed to keep your agreements easy to maintain.

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