Roles

Once the Role Codes are configured, you can proceed with configuring employee Roles - another prerequisite for paying employees against roles when needed. This is where the workforce planning truly happens.

Find the employees and specify what additional roles they would work and when. The main screen allows an easy review of available role records per employee. The drilldown allows maintenance of employee role records. Alternatively, maintain employee roles via Roles Mapper (M001768). Employee Roles are effectively dated, allowing maintenance to be in advance and in arrears of pay.

Prerequisites

  • Access Profile setting

  • Role Codes must be configured via the Role Codes screen/ Mapper.

Rules and Guidelines

  • An employee role must have a From Date and To Date, indicating the period of this employee being able to be paid against this role. The earliest From Date cannot be prior to the employee's Hire Date (or Transfer Date if available). The latest To Date cannot be after the employee's Termination Date if available.
  • Employees can only be paid against a role within the role's effective period.
  • Employee's Role Position, Salary, and Costing can be maintained independently of their primary role Position, Salary, and Costing. To do this, select the corresponding Role Feature(s) first.
  • An employee may have multiple different roles configured for the same or overlapping period(s).
  • An employee may have the same role configured seasonally (i.e. for multiple not overlapping period/s) and there can be gaps between effective periods.
  • For employees working only their primary role, there is no need to configure anything on this screen.
  • Changes made to employee roles affecting their prior pay periods, e.g. the From/ To Dates, the Role Feature selection, adding or removing a role, can be picked up by Retro Pay processing for recalculation.
  • This screen is unavailable for maintenance during a Payrun.

Field Information

Main Screen Toolbar

 

Effective Dating Toolbar

 

Browselist

The browselist will be blank when there is no role record to display for the selected employee.

 

Drilldown Toolbar

 

Drilldown Screen