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# QRG Create an Assignment Rate record - Timesheet
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## Purpose
The purpose of this quick reference guide is to step through the process of setting up a Timesheet
Assignment Rate record. The intended audience for this document is system administrators / standard
users.
## Steps
### Create a New Assignment Rate record
The Assignment Rate record holds the general information, Pay Rate Details, Invoice Rate Details, and
Leave Details for a Pay Code relating to a Timesheet Assignment.
Create a Timesheet Assignment Rate record by following the below steps:
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.
The *'Created by AR Automation'* field will be automatically populated if the record has
been created by Assignment Rate automation, and should not be manually checked.
The Rate Calculator Line field will be automatically populated if there is a Rate
Calculator record related to the Assignment record, and should not be manually
populated.
It is recommended to archive the Assignment Rate records when the Assignment
Rates are no longer applicable. The *'Archiving Status'* field when updated to *'Archived'*
on a record will remove that record from future update processes like the Rates
Automation process.
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).
Assignment Rate records CANNOT be deleted if they have related records or are used
in other records. Deleting records is not recommended unless absolutely essential.
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.
Any changes made to the Assignment Rate records will not update Assignments
already referencing the Assignment Rates.
## Field Descriptions
**Archiving Status** If this field indicates a status Archived, the Assignment Rate will no longer be
considered in the Update Rates automation.
**Assignment** indicates the related Assignment record.
**Created by AR Automation** indicates whether the record has been created using Assignment Rate
automation, rather than manually created.
**Default Pay Rate** indicates if the record is the primary rate of pay and will be used in the calculation of
Payee Exits and Leave Events submitted externally from Timesheets.
**Effective Date** is the date the Assignment Rate will become effective. The Assignment Rate record will
not be used before this date.
**Exclude From Auto Update** when this box is checked, the record will be skipped by the Automatic Status
Update scheduled job.
**Expiry Date** is the date the Assignment Rate expires. The Assignment Rate record will not be used after
this date. If blank, this Assignment Rate remains effective.
**Hourly Rate** is the calculated hourly rate as used for Leave Cashouts and Payee Exits if this Assignment
Rate record is the Default Pay Rate.
**Hours per Period** indicates the regular number of hours the Employee is expected to work per period,
and is used in Leave Forecast calculations for Actual Hours.
**Invoice Alone** defines if Pay Transactions resulting from this Assignment Rate should be included on
their own Invoice, regardless of the Invoice settings.
**Invoice Rate** is the Invoice Rate (exclusive of invoice tax) applied to Pay Transactions created using this
Assignment Rate.
**Invoice Taxable** indicates if the Pay Transaction created using this Assignment Rate should have tax
applied to the Invoice.
**Invoice Tax ID** defines the Invoice Tax ID that applies to the Assignment Rate.
**Override Hourly Rate** allows the user to override the system-calculated value for the Hourly Rate field
during Pay Batch calculations.
**Pay Code** details the Pay Code this Pay Rate will apply when the Interpretation creates the Pay
Transactions.
**Pay Rate** is the amount to be applied per Pay Transaction using the nominated Pay Code.
**Project Code** indicates whether the Assignment Rate only applies when the Project Code listed is also
selected on the Timesheet Entry. If populated, enables different Pay Rates and Invoice Rates with or
without a Project Code against the same Pay Code.
**Sort Order** is the order in which Assignment Rate records with the same Effective Date should be
assessed during Interpretation.
**Rate Calculator Line** will be automatically updated if a Rate Calculator has been populated in the
Assignment.
**Timesheet Activity** indicates whether the Assignment Rate is also considered a specific Timesheet
Activity used during interpretation based on the Interpretation Rule.
**To Be Invoiced** Indicates if Pay Transactions created using this Assignment Rate should be invoiced.
## Further Information
| Document | Document Type | Description |
| --------------------------------------------------- | ----------------- | ---------------------------------------------------------- |
| QRG Create an Assignment - Temp | Task Instructions | How to create an Assignment record for Timesheet Employees |
| QRG Create an Assignment Rate record - Remuneration | Task Instructions | How to create a Remuneration Assignment Rate record |
| QRG Create an Assignment Rate Template Group | Task Instructions | How to create Assignment Rate Template Group Records |