Industrial Agreement Setup

This screen allows you to set up and maintain all Industrial Agreement relevant to the employees.

Contact your Account Executive or Preceda Consultant for the correct configuration.

Prerequisites

  • Preceda Variable *ANNSAL (Only relevant to Annualised Salaries clients)

Rules and Guidelines

  • The industrial agreement set up on this screen can be assigned to employee's Time Details record via Time Details screen.

  • You may create, modify, or delete Industrial Agreements.

  • Deletion of an Industrial Agreement is not allowed when:

    • It is in use by any Active employee's Time Details record prior, current or future; OR

    • It is in use by any Salary Codes.

  • Maintenance of Daily Rule or Pay Period Rule is not allowed when the Industrial Agreement is in use by any Active employee's Time Details record prior, current, or future.

  • If you want to change the Daily Rule or Pay Period Rule currently associated to the Industrial Agreement, do so via creating a new one or cloning from an existing, and grant the new record with a unique Industrial Agreement Code.

Field Information

Enter a unique code for Industrial Agreement.

This field cannot be blank.

It is recommended to use this field to enhance the traceability of the Industrial Agreement from the official award it is based on.

An example is to have MA000002 as an identifier for an Industrial Agreement based on the Clerks - Private Sector Award [MA000002], as dictated by Fair Work.

Enter a full description for the Industrial Agreement.

This field cannot be blank.

There are four Instrument Types in the system.

Code Description
A

Annualised Award (This is only available if Prevar *ANNSAL position 1 = Y)
C Custom
X Custom Annualised (This is only available if Prevar *ANNSAL position 1 = Y)
E EBA (Enterprise Bargaining Agreement)
W Award

 

Setting in this section is only relevant to Time Module clients.

  • If Preceda Variable *ANNSAL = Y, AND Instrument Type = A, Daily Rule and Pay Period Rule must be specified for the Industrial Agreement. Then the Industrial Agreement can be linked to employees via Time Details screen.
  • The value for Enforce Employee Approval determines the time segment approval process within PRECEDA TIME only.

Assign a Daily Rule to the Industrial Agreement.

If the Instrument Type = A, this field must be populated with a valid value. Otherwise, this can be blank.

Assign a Pay Period Rule to the Industrial Agreement.

If the Instrument Type = A, this field must be populated with a valid value. Otherwise, this can be blank.

This checkbox gives you the ability to allow employees to perform time entry approval in the system via their ESS and Mobile Time Recording screens.

  • On untick, which is the default selection if the Industrial Agreement is of types Award, EBA, Custom, or Custom Annualised time entries do not need to go through Employee Approval. Manager Approval is enough.

  • On tick, which is automatically selected if the Industrial Agreement is of type Annualised Award and is an option for the other 3 instrument types, employees must Submit the hours via ESS and Mobile Time Recording screens to approve them. Submission is also required when hours are created or modified by managers.

  • Introduced Preceda Variable *ANNSAL position 2 = Y, Industrial Agreement of Type ‘Annualised Award’ can have ‘Enforce Employee Approval’ unticked.

 

This is the section to capture structural information from awards (e.g. Employment Type, Age Level, etc). This allows up to 5 levels of Classification. You can keep it zero, if not relevant.

The number of Classification Levels and their descriptions subsequently become available via Salary Codes screen when this Industrial Agreement is selected. They also become available via Classification Level Drilldown for further configuration.

Levels 1 to 5 is/are visible depending on the value in # of Classification Levels to use.

The default Classification Level Description can be overridden.

Clicking this button saves the main screen and opens the Classification Levels Drilldown window.

A message, "You have records configured beyond Level x. Do you want to remove them?" will be displayed for confirmation when the number of Classification Levels has been modified before clicking Configure.

This drilldown allows you to configure the next level of details per each Classification Level. For example, under Employment Type level, there may be Fulltime, Parttime, Casual.

Records for each Classification Level will subsequently become available in the corresponding prompt via Salary Codes screen, when the Industrial Agreement is selected.

This must be unique for the same Industrial Agreement under the same Classification Level. When selected via Salary Codes screen, it becomes part of the default Salary Code, which can be manually modified.

It forms the default Salary Code Short Description when the Code is used for a new Salary Code.

It forms the default Salary Code Long Description when the Code is used for a new Salary Code.

This is configured via the main screen.

 

 

This is where you can specify the number of pay rate positions and their descriptions to be made available via Salary Codes screen when the Industrial Agreement is selected.

The Industrial Agreement will NOT be available for selection via Salary Codes if there is no record in the Pay Rates browselist.

Deletion of the last available pay rate position is allowed. To delete, select the row and click Delete button. However, only delete and confirm delete when you fully understand its impact on employee's pay.

This is an auto-generated number that is sequential, starting from '1' and up to '60'.

This is a description of the Pay Rate Code.

 

This section is only relevant to Annualised Salary clients and Consultants will help with the configuration.

It allows the creation of Allowance Rate Codes to be used in Annualised Salary Reconciliation calculation.

This allows up to five characters. Codes must be unique within one Industrial Agreement.

They can be deleted until any allowance rates have been saved, including if the rate is zero.

This is a description of the Allowance Rate Code.