QRG Create an Assignment Rate record - Timesheet

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Purpose

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Steps

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Create a New Assignment Rate record

1. Go to the Assignment record.
   1. To identify an Assignment record from an Employee record, enter the Employee name into the Global Search (see Figure 1).

2. Select the Employee record from the suggestions provided.
3. Open the Related tab. (see Figure 2).
4. Identify the Assignment record(s).
5. Select the Assignment record

2. Open the Related tab (see Figure 3).
3. Identify the Assignment Rates related list.
4. Click New.

5. Select Timesheet from the available Record Types and click on the Next button (see Figure 4).

6. Follow this step in the sequence provided:
   1. Populate the following required fields to provide the base details of the Assignment Rate (see Figure 5):
      1. Assignment (auto-populated)
      2. Pay Code
      3. Sort Order
      4. Effective Date
   2. Populate the following optional fields as needed (see Figure 5):
      1. To relate the Assignment Rate with a specific project, populate the Project Code field.
      2. To set an expiry date for the Assignment Rate, populate the Expiry Date field.
      3. To indicate that the Assignment Rate should also be considered a specific Timesheet Activity during Timesheet Interpretation, populate the Timesheet Activity field.
      4. To set the Status of the new Assignment Rate, select from the available picklist options in the Status field. The Status field can be manually set, but will be automatically updated based on the Effective Date and Expiry Date fields.
      5. To prevent the Status of the Assignment Rate from being automatically updated by the automatic status update scheduled job, select the Exclude From Auto Update checkbox.
      6. To remove an Assignment Rate record from future update processes, populate the optional field Archiving Status as Archived.

3. Populate the following required fields to provide the base details of the Assignment Rate (see Figure 6):
   1. Pay Rate
   2. To Be Invoiced
   3. Invoice Rate
   4. Invoice Alone
   5. Invoice Taxable
   6. Invoice Tax ID
4. Populate the following optional fields as needed (see Figure 6):
   1. To define any required rules and limits that will be used in assessing and determining Assignment Rates, populate the following optional fields as needed. If left blank the rule/limit will not apply:
      • Default Pay Rate
      • Hourly Rate
      • Hours Per Period
      • Override Hourly Rate
5. Click on the Save button (see Figure 6).

8. A new Assignment Rate record is now created (see Figure 7).

9. To modify an existing Assignment Rate record, open the required record and select the Edit button available on the top right side of the page. You can also double click within fields that need editing or just click on the pencil icon that appears within fields when hovering with your cursor.
10. When complete, click on the Save button.

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Field Descriptions

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Further Information