Manual items correspond to specific pay codes, so you normally only need one action per manual pay code rule. All units allocated against a manual item on a timesheet are usually allocated to a single pay code (the pay code that identifies the manual item itself). While you can define multiple actions for a manual pay code rule, this is rarely necessary.
💡 Best practice
For most scenarios, create only one action for each manual pay code rule, using the same pay code as the manual item on the timesheet.
Define an Action for a Manual Rule
Follow these steps to define an action for a manual pay code rule:
Open the relevant pay agreement and, in the Pay Code Rule Entry pane of the Edit Pay Agreement screen, open the required rule.
Click the Actions tab, then click Add.
In the Pay Code column, select the pay code against which the action should allocate manual items.
This should be the same pay code as the pay code defined within the manual condition of the rule.
In the Quantity Per Unit column, type the quantity to be paid for each unit allocated against the selected pay code.
At the header of the record, click OK.
A confirmation message appears indicating the agreement has been saved successfully.
Define an Action Limit for a Manual Rule
Use these steps to define an action limit for a manual rule:
Within the Limits section of the rule, click Add.
A new row appears within the Limits grouping.
In the Quantity field, type the quantity that defines the limit.
For example, a value of
10indicates a minimum or maximum limit of ten units.
In the Limit Type field, select:
Minimum if the action limit is to be a minimum limit, or
Maximum if the action limit is to be a maximum limit.
In the Frequency field, select how often the limit should apply:
Per Day – the limit is applied to each day on a timesheet.
Per Week – the limit is applied to each week on a timesheet.
Per Timesheet – the limit is applied to the entire timesheet.
In the Limit Based On column, do one of the following:
Select Pay Code Group, then choose the relevant pay code group on which the action will be limited, or
Leave the default Default To Pay Code selected if the action is to be limited only based on the pay code to which the action applies.
At the header of the record, click OK.
A confirmation message appears indicating the pay agreement has been saved successfully.