Pay & bill agreements (setup, hierarchy, usage)
Set up and maintain pay and bill agreements, understand agreement hierarchy and overrides, and apply agreements correctly—so pay and billing calculations follow your business rules.
By Jason and 1 other2 authors34 articles
Add Attachments to an Agreement HeaderLearn how to attach, download, and delete files from an agreement header, including pay and bill agreements.
Agreement HierarchyLearn how agreement hierarchy levels control which pay and bill agreements and rules apply to job orders in Rates and Rules.
Understand and Use Bill AgreementsLearn what bill agreements are, how they relate to pay agreements, and how they are used to calculate bill amounts for job orders.
Configure Pay Agreements and Interpretation RulesLearn how pay agreements and interpretation rules control how timesheet data is converted into pay using Rates and Rules and Recruitment Manager.
Configure Rates and Rules AgreementsLearn how to use the Rates and Rules module to configure pay and bill agreements, understand how timesheets are interpreted, and manage back-dated pay changes (back pay).
Create a Pay Agreement HeaderLearn how to create a pay agreement header in Rates & Rules so you can group all rules and conditions under a single agreement.
Set Up Conditional Variables in AgreementsLearn what conditional variables are and how to create them so your pay and bill rules apply correctly in agreements and job orders.
Create a Primary Interpretation HeaderLearn what a primary interpretation header is and how to create one in a pay agreement so timesheet data is prepared correctly for secondary interpretation.
Search for an AgreementFind an existing pay agreement using the Pay Agreements screen and search criteria.
Open an Existing AgreementLearn how to open an existing pay agreement so you can view or edit its details.
View the Components of an AgreementLearn how to use the navigation pane in the Edit Pay Agreement screen to view agreement headers, attachments, conditional variables, and interpretation rules.
Edit an AgreementLearn how to open an existing pay agreement, update its components, and save your changes in the Edit Pay Agreement screen.
Edit Existing Pay AgreementsLearn how to edit or delete existing pay agreement components based on the last timesheet end date, validity dates, and hierarchy rules.
Copy an Existing Pay AgreementLearn how to create a new pay agreement by copying an existing agreement in Rates and Rules.
Filter Primary and Secondary Interpretation Rules by DateLearn how to filter primary and secondary interpretation rules in a pay agreement by validity date range so you can focus on the rules you need.
Change the Status of an AgreementLearn how to change a pay agreement status between Pending and Released so it is correctly used by Rates and Rules in pay or bill interpretation.
Editing Existing Pay AgreementsUnderstand which parts of an existing pay agreement you can edit or delete, based on the Last Timesheet End Date and the validity dates of the agreement and its components.
Copying Existing Pay AgreementsUse this article to create a new pay agreement by copying an existing agreement in Rates & Rules.
Configure a Bill Agreement HeaderUnderstand and configure the key fields on a bill agreement header, including validity dates, hierarchy, status, country, bill rate type, and supplementary rates for oncosts.
Configure Bill AgreementsLearn how to configure bill agreements in Rates and Rules so agency clients are billed correctly based on pay rates and hours worked.
View Templates and Job Orders That Use a Pay AgreementLearn how to see which client job templates and job orders are using a specific pay or bill agreement configured in Rates & Rules.
Delete an AgreementLearn how to delete a redundant pay agreement and what to do if it cannot be deleted.
Add an Attachment to an Agreement HeaderLearn how to attach, download, and delete digital files on a pay or bill agreement header, using the Attachments tab on the Pay / Bill Agreement Entry screen.
Create a Bill Agreement HeaderConfigure the basic details of a bill agreement so you can group all the rules that apply to it.
Use Conditional Variables in AgreementsLearn what conditional variables are, how they affect pay and bill rules, and how they are applied when you use a pay agreement on a job order in Recruitment Manager.
Compare Sets in a Pay AgreementLearn what compare sets are and how to create, prioritise, and maintain them within a pay agreement so you can compare pay code rule results correctly.
Configure a Primary Interpretation HeaderLearn how to create and configure a primary interpretation header for a pay agreement, including setting validity dates for primary interpretation rules.
Accessing Existing Pay AgreementsLearn how to view, sort, and filter existing pay agreements in the Pay Agreements screen.
Configuring Pay AgreementsLearn how to configure pay agreements in Rates and Rules, including agreement headers and key options such as hierarchy, rate determination, and timesheet filtering.
Accessing Existing Pay AgreementsLearn how to view, sort, and filter existing pay agreements in the Pay Agreements screen.
How to Edit an AgreementLearn how to update the components and rules within an existing agreement.
Edit Existing Pay AgreementsLearn how to edit or delete existing pay agreement components based on the last timesheet end date, validity dates, and hierarchy rules.
Bill Agreement Conditional VariablesLearn about conditional variables in bill agreement.
How to Create a Conditional Variable on a Bill AgreementLearn how to add and manage conditional variables on a bill agreement so you can control agreement behavior based on defined values.