A pay rate rule controls how pay rates are applied within a pay agreement. You create the rule in the Edit Pay Agreement screen, set its basic properties (such as name, dates, hierarchy, and rounding), and then define one or more rate types with their corresponding rates and any conditional variables.
How to Define a Rate Rule
Follow these steps to create a new pay rate rule.
Open the pay agreement.
Open the Edit Pay Agreement screen.
Open the pay agreement in which you want to define the new rate rule.
In the pay agreement, locate the Secondary Interpretation section and click the arrow next to Secondary Interpretation to expand the section.
In the Secondary Interpretation section, click Add.
The Pay Rate Rule Entry pane opens on the right-hand side of the screen.In the Pay Rate Rule Entry pane, complete the required fields. For example, type or select:
Rule name.
Validity dates.
Hierarchy level and value.
Pay code.
Rounding type.
Rounding value.
For descriptions of these fields, see Pay Rate Rule Entry Field Descriptions (if available in your help centre).
In the lower part of the Pay Rate Rule Entry pane, define the rate type(s) and corresponding rates that will apply to this rule.
Save the rate rule
When you have finished defining the rule and rate types, click Save.
A confirmation message appears to confirm that the agreement has been saved successfully.
How to Define Rate Types for a Rate Rule
Use this procedure to define one or more rate types within a pay rate rule.
In the grid at the bottom of the Pay Rate Rule Entry pane, click Add.
In the Rate Type column, select the rate type that is to apply to the rate rule.
Enter the rate or calculation (if required)
If you selected Flat Rate in the Rate Type column:
In the Rate column, type the applicable rate.
If you selected Calculation in the Rate Type column:
In the Rate column:
Select the pay code on which the calculation is to be based.
Select the applicable calculation operator.
Type the value to be used in the calculation.
If you selected Direct Valuation or Payee Rate in the Rate Type column:
Skip this step (no value is entered in the Rate column).
Add a conditional variable (optional)
If the rate rule should use multiple rate types depending on specific conditions:
In the Conditional Variable Condition column, select the relevant conditional variable Name and Value that define the condition under which this rate type will apply.
If the rate rule should have only one rate type:
Leave the Conditional Variable Condition column blank and do not add additional rate types.
Add further rate types (if needed)
To add another rate type to the rate rule, click Add again in the grid.
Repeat steps 2–4 for each additional rate type.
Remove an unwanted rate type
If you add a rate type row by mistake, click the delete button next to the relevant row in the grid to remove it.
📌 Note: If you define multiple rate types for the same rate rule, you must select a different conditional variable value for each rate type to clearly set the condition under which each one applies.