Pay Period Rule Groups

The Pay Period Rule Group identifies the validation and inter relationships of fields, processing and outcomes to be achieved. They are used to determine award interpretation values taking into account the whole pay period and not just the individual days.

Prerequisites

Rules and Guidelines

  • The header and summary window identifies some key details and all rules for the Pay Period Rule Group.
  • Read About Interpreter Cost Splitting

Field Information

This is a code (of up to five characters) that represents the Pay Period Rule Group.

Code Description
Cost Splitting Method A This method is based on splitting hours for specified Time Codes relative to the minimum and maximum hours specified. This is typically after a certain number of hours within a pay period.
  • Cost method rules and configuration will be setup and assigned to each Interpreter Daily Rule.
  • Negative value may be output from Interpreter and split across certain time periods.
  • Use the Distribution button to allocate the costing hours. Setting this field to Cost Splitting Method A enables the Distribution button.

 

This button is only enabled if Cost Method is configured with Cost Splitting Method A. Clicking this button displays a pop-up window with the following columns:

This is the Time Code used in the TOTALZER Pay Period rules for Regular Hours. It is required in the Cost Splitting configuration to confirm the Regular Hours Time code. The hours are being output for overtime via the Daily Interpreter rules need to be offset against that Regular Hours Time code.

Specifies the times code/s that are to be applied for worked time anywhere within the hours worked over the pay period according to the Hours Split Min and Hours Split Max fields. The Cost Splitting will ensure that all hours for these time codes are only allocated to times specified by the Hours Split Min and Hours Split Max fields. The Hours Split Min and Hours Split Max fields are used to determine how to split the hours by specifying the minimum and maximum range and limits that are to be applied to the corresponding Time Code in this field.

Specifies the minimum / start point that is to be used to determine how to split the hours that are to be allocated for the hours worked for the corresponding Time Code. The Cost Splitting will ensure that all hours for these time codes are only allocated to times specified by the Hours Split Min and Hours Split Max fields. For example if OT1.5 is specified as a "Time Code" with Min/Max values of 38.00 to 40.00 it will allocate all the hours determined by the Pay Period Interpreter rules for OT1.5 from time segment on the day at which point the 38.0 hours was reached and up to a maximum of 2.0 hours of worked time to bring it up to the 40.00 hour maximum limit. It must be assumed that the as there is a limit of 2.0 hours (difference between 40.00 and 38.00) specified for the cost splitting rules that the Pay period Interpreter rules will have only been configured to pay the first 2 hours of overtime in the period after 38.00 hours at OT1.5.

Specifies the maximum / end point that is to be used to determine how to split the hours that are to be allocated for the hours worked for the corresponding Time Code. The Cost Splitting will ensure that all hours for these time codes are only allocated to times specified by the Hours Split Min and Hours Split Max fields. For example if OT2.00 is specified as a "Time Code" with Min/Max values of 40.00 to 99.50 it will allocate all the hours determined by the Pay Period Interpreter rules for OT2.0 to the time segments on the day and/or following days from the 40.00 start up to a time based on the total hours for OT2.0. It must be assumed that the as the Hours Split Min start point of 40.00 hours and the limit of 99.50 (the default maximum) specified for the cost splitting rules that the Pay Period Interpreter rules will have only been configured to pay the overtime at OT2.0 after 40.00 hours has been reached.

 

If ticked, the entire Rule Group becomes active.

If ticked, the entire Cost Method splitting becomes active. If left unticked, no cost splitting will be applied.

This is a description of the Rule Group code.

This makes the Rule to be easily identifiable.

Determine the point at which the Interpreter Rules are integrated and processed within the existing Preceda Time Rules.

Option Description
Initial Pre Daily and Overtime Rules
Post Daily Post Daily and Overtime Rules
Post Period Post Pay Period and Overtime Rules
Final Post Premium Rules and Configuration

 

 

To add a new record: Highlight the first row and drill down.

This defaults from the header record and is non-editable.

This takes you to the previous sequential rule.

This takes you to the next sequential rule.

This is applied to a Pay Period Rule Group Code.

  • Rule Numbers are created sequentially of up to a maximum of 9999 rules.
  • Rules should be setup in a logical sequence (e.g. 10, 20, 30) to allow for additional rules when required, should rule conditions change or in the case of any logical mistakes.

 

This describes the purpose of the Pay Period Rule.

This enables users to identify what the Pay Period Rule is supposed to do.

The Criteria section is where you to define the criteria requirements and the Processing Steps where you tell the rule what to do if the Criteria is met.

This section is used as a filter/selection criteria to determine what is to be processed and if a calculation and processing steps are to be executed or not. This section is specific to the Criteria Type being used in conjunction with the Value to Test for that Criteria Type to determine if a calculation is to be executed.

This field describes the purpose of the Criteria and its function.

The type of day required for this rule:

  • If the rule is to apply for every day of the week, Weekday is selected. Alternatively, a rule can be entered separately for each day.

 

The Criteria Type being used in conjunction with the Value to Test for that criteria type to determine if a calculation is to be executed.

The following will determine the type of test to be used if the rule is to be executed.

Criteria Type Description
Assessment Type This references the Assessment Type field from the Annualised Salary Conditions section of the Time Details Screen.
Costing Account

This references the effective dated Costing Level 7 record of the employee from the Costing screen.
Costing Department This references the effective dated Costing Level 6 record of the employee from the Costing screen.
Costing Level 1 This references the effective dated Costing Level 1 record of the employee from the Costing screen.
Costing Level 2 This references the effective dated Costing Level 2 record of the employee from the Costing screen.
Costing Level 3 This references the effective dated Costing Level 3 record of the employee from the Costing screen.
Costing Level 4 This references the effective dated Costing Level 4 record of the employee from the Costing screen.
Costing Level 5 This references the effective dated Costing Level 5 record of the employee from the Costing screen.
Employee Type Code This is the Employment Type of Permanent, Casual Part Time, etc assigned to an employee on the Classification screen.
Group Code This is the Effective Dated Group Code assigned to an employee on the Time Details screen.
Overtime Outer Limit This references the Overtime Hours Outer Limit field from the Annualised Salary Conditions section of the Time Details screen.
PH Total Hours Worked

Is the total of the worked hours for all segments of time related to the current shift? The value of the total hours worked (based on rounded clocking time) on the day less the automatic break deductions.

  • Any shift that overlaps on a PH will have all the shift hours calculated as being on a PH.
Payroll Hours for Period

This references an employee's Standard (expected) hours of work for the employee's current Pay Period.

It looks at the Individual Work Pattern, then Work Pattern, then Base Hours to determine the Standard Payroll Hours for the Pay Period.

Work Pattern/ Base Hours are determined by using a wrapper program PRP473R that calls the existing PRE940 program (calculate hours and days of leave).
Payroll PH Hours for Period

This references an employee's Standard (expected) hours of work for any Public Holidays (defined on the Public Holidays screen) that occur during the employee's current Pay Period.

It looks at the Individual Work Pattern, then Work Pattern, then Base Hours to determine any applicable Public Holiday hours for the Pay Period.

If the Work Pattern/Base Hours has '0' for the day of the Public Holiday, then '0' will be returned.

Work Pattern/ Base Hours are determined by using a wrapper program PRP473R that calls the existing PRE940 program (calculate hours and days of leave).
Penalty Outer Limit This references the Ordinary Penalty Hours Outer Limit field from the Annualised Salary Conditions section of the Time Details screen.
Result Value From Rule Determines the calculated result of a previous TIME rule. The rule number must be less than the current rule.
Roster Code This is the Roster Code assigned to an employee on the Time Details screen.
Salary Code This references the effective dated Salary Code against the employee on the Salary screen.
Schedule Code The Scheduled Code assigned to an employee.
Shift Code This references the Shift Code assigned to an employee on the Time Details screen.
Time User Field 1 This references the values from Time User Code Mapping which are linked to Time User Code 1.
Time User Field 2 This references the values from Time User Code Mapping which are linked to Time User Code 2.
Time User Field 3 This references the values from Time User Code Mapping which are linked to Time User Code 3.
Time User Field 4 This references the values from Time User Code Mapping which are linked to Time User Code 4.
Time User Field 5 This references the values from Time User Code Mapping which are linked to Time User Code 5.
Time User Field 6 This references the values from Time User Code Mapping which are linked to Time User Code 6.
Time User Field 7 This references the values from Time User Code Mapping which are linked to Time User Code 7.
Total Hours for Specified Time Code This summarises the total number of hours calculated against a specified Time Code.

 

Used only when the Criteria Type is equal to:

  • Result Time from Rule
  • Result Value from Rule
  • Total Hours for Specified Time Code

The value is manually entered and is dependant upon the Selection value selected.

This is the operator value that will be used in conjunction with the Criteria Type.

This determines if this operator will be used to test if the value specified in the Test Value field is true or false.

Option
Equals
Greater Than
Greater Than or Equal To
Less Than
Less than or Equal To
Not Equal To

 

Used in conjunction with the Operator, this will verify if the Test Value specified is true or false.

  • The value entered is compared to the value calculated by the Criteria Type function using the value specified in the Operator field.
  • If the comparison evaluates to false then the rule will not be executed.
  • If the comparison evaluates to true then the rule may be executed depending on the result of Condition Type 2 and if the evaluates to true.
  • The value is manually entered and is dependant upon the Criteria Type value selected,

 

This determines if a second Criteria Type is required for the Rule being executed.

Identifies if there will be no further processing within this rule group.

If the criteria parameters and conditions specified are met nominate the rule to jump to for further processing.

If the criteria parameters and conditions specified are not met nominate the rule to jump to for further processing or enter 9999 to exit.

 

This process uses a source value for the time or value calculation purposes and can include:

  • Total Hours Worked
  • Total Hours for a Specified Time Code
  • In/Out Clocking Times
  • Total Scheduled Hours
  • Result of a Previous Rule Calculation

The processing Step Number to be applied can be sequentially up to a maximum of 99 steps.

It is preferable that steps are created in a logical sequence e.g. 10,20,30 etc, to allows for additional steps should step conditions change or in the case of any logical mistakes.

This determines if a source value for the time calculation method for this step is defined.

Source Types Description
Overtime Outer Limit This references the Overtime Hours Outer Limit field from the Annualised Salary Conditions section of the Time Details screen.
PH Total Worked Hours

This is the total worked hours for all segments of time related to the current shift. The value of the total hours worked (based on Rounded clocking times) on the day less the automatic break deductions.

Any Shift that overlaps on a PH will have all the shift hours calculated as being on a PH.
Payroll Hours for Period

This references an employee's Standard (expected) hours of work for the employee's current Pay Period.

It looks at the Individual Work Pattern, then Work Pattern, then Base Hours to determine the Standard Payroll Hours for the Pay Period. Work Pattern/ Base Hours are determined by using a wrapper program PRP473R that calls the existing PRE940 program (calculate hours and days of leave).
Payroll PH Hours for Period

This references an employee's Standard (expected) hours of work for any Public Holidays (defined on the Public Holidays screen) that occur during the employee's current Pay Period.

It looks at the Individual Work Pattern, then Work Pattern, then Base Hours to determine any applicable Public Holiday hours for the Pay Period.

If the Work Pattern/ Base Hours has '0' for the day of the Public Holiday, then '0' will be returned.

Work Pattern/ Base Hours are determined by using a wrapper program PRP473R that calls the existing PRE940 program (calculate hours and days of leave).
Penalty Outer Limit This references the Ordinary Penalty Hours Outer Limit field from the Annualised Salary Conditions section on the Time Details screen.
Result Value from Processing Step This determines the calculated result of a previous VALUE Processing Step. The step number must be less than the current step.
Result Value from Rule This determines the calculated result of a previous TIME rule. The rule number must be less than the current rule.
Shift Hours Worked on Clock IN day This calculates the shift hours only worked from rostered Shift Start Time (if present) on the Clock IN date/time to midnight or last clock OUT on the clock IN day (whichever occurs first). If there is no shift present, then the rule will return a value of zero '0'.
Shift Hours Worked on Clock OUT NEXT day

This calculates the Shift hours worked from midnight or from the first clock IN on the clock OUT day (whichever occurs last) to the Rostered (scheduled) Shift End Time (if present) on the day immediately after the clock IN day and is part of the time segment linked to a clock IN day on the previous day. If no shift is present, then the rule will return a value of zero (0).

Specified Value This is a user-defined numeric value only nnn.nn that is to be used as a source value for the calculation process.
Total Hours Worked This retrieves the total of the worked hours, based on rounded times, for all segments of time related to the current shift; resulting in the applicable auto-deducted meal breaks that have been applied as per the daily rules.
Total Hours Worked on Click IN day

This calculates the hours worked from 1st Clock IN date/time to midnight or last clock OUT on the clock IN day (whichever occurs first).

  • A value of 00:00 is recognised as midnight. 24:00 is not valid.
  • The maximum spread of time cannot exceed 23:59
  • A TO value which is < the FROM value will always be recognised as the next day.
  • A TO value which is > the FROM value will always be recognised as the same day.
Total Hours Worked on Clock OUT NEXT day

This calculates the hours worked from midnight or the fist clock IN on the clock OUT day (whichever occurs last) to last clock OUT date/time on the day immediately after the clock IN day and is part of a time segment linked to a clock IN day on the previous day.

  • A value of 00:00 is recognised as midnight. 24:00 is not valid.
  • The maximum spread of time cannot exceed 23:59
  • A TO value which is < the FROM value will always be recognised as the next day.
  • A TO value which is > the FROM value will always be recognised as the same day.
Total Hours for Specified Timecode This calculates the Total Hours worked for a specified Time Code for the current period.
Total Rostered Hours This is the total rostered hours for all shifts related to the current period. It will deduct the time between the Begin Meal and End Meal or the auto deduct meal break times to test against.

Any additional parameters for the calculation process.

  • A valid Time Code value provided that the Source Type is equal to Total Hours for Specified Time Code.
  • A numeric value only is allowed provided the Source Type is equal to Specified Value.
  • valid rule number or processing step number provided the Source Type is equal to one of the following:
    Result Value From Rule
    Result Value From Processing Step
    Result Time From Rule
    Result Time From Processing Step


This section performs operations such as addition, subtraction, multiplication and division using values or results from previous rules to output a calculated hours for a specified time code. This performs transformation of time codes from one payment type to another and can manipulate previously calculated values.

An arithmetic operation which can manipulate the value returned by the Calculation Source Value.

Add
Subtract
Multiple
Divide

 

The type of value that will be used to modify the source value.

Result Value From Rule
Result Value From Processing Step
Specified Value

 

Additional parameters for the calculation function.

A manually entered value used to modify the Source Value that is used by the arithmetic operation if the Target Type = Specified Value.

The output type for the result of the time calculation method.

If left blank, the result of the rule will be stored as a variable which can be accessed by a subsequent rule.

  • Replace - The Calculated value will be output to Time Editor and replace ALL records with the same Time Code.
  • Add - The output value for the Time Code will be added to the Time Editor.

 

Is the value calculated for this rule to be rounded back or forward?

Backwards
Forwards
Both

 

The increment value to be rounded relative to the Round Type.

Actual
1/10 Hours
1/4 Hours
1/2 Hours
1 Hour

 

Text that qualifies the intention of the processing rule.