Purpose
The purpose of this quick reference guide is to step through the process of creating an Assignment Variation for an Interpretation Rule. The intended audience for this document are system administrators / standard users.Steps
Create a new Interpretation Variation Rule
The Interpretation Variation record type allows for variations to be applied to an Interpretation Rule with only minimal information input, and without the need to create a completely new Interpretation Rule. The Assignment Variation is used for part-time Employees who have differing frequency standard hours from those outlined in the Interpretation Rule associated with the Payee’s Assignment record. The Assignment Variation record allows select information input in the following sections of the Interpretation Rule Builder to override the data captured in the original Interpretation Rule:- Basic Information
- Frequency Hours Rules
- Click on the App Launcher icon (see Figure 1).
- Go to the Interpretation Rule object by using the Search function (see Figure 2).
- Click on the New button (see Figure 3).
- Select Interpretation Variation Rule from the available Interpretation Rules and click on the Next button (see Figure 4).
- Follow this step in the sequence given (see Figure 5):
- To determine the Variation type, select Assignment from the available picklist values in the Variation Type field.
- To align the Variation with the Assignment record that it will be related to, populate the Assignment field using the lookup options available.
- Click on the Create button.
Variations can only be applied during Interpretation when a Timesheet Activity has
been populated to indicate that changed work conditions apply for the Time entered.
If no Timesheet Activity Project Codes are associated with the Variation Type selected
in Step 5., the Variation will not be available for Interpretation. For more information on
how to create a Timesheet Activity Project Code associated with a Variation, follow the
instructions provided in the Create Timesheet Activity Project Codes QRG.
- Follow this step in the sequence given (see Figure 6):
- Populate the following required fields to provide the base details of the Variation:
- To create a unique identifier for the Variation, populate the Interpretation Rule Name field.
- To determine the frequency of the Timesheet that applies to the Variation, populate the Timesheet Frequency field using the lookup options available.
- To identify the Interpretation Rule that the Variation will be applied to, populate the Interpretation Rule field using the lookup options available.
- To define the maximum amount of Ordinary Hours payable within the Timesheet Period before overtime must be paid, populate the Frequency’ Standard Hours field.
- Populate the following optional fields as required:
- To provide a description that can be used to quickly identify the Variation, populate the Short Description field.
- To provide a description that can be used to quickly identify the configuration of the Variation, populate the Long Description field.
- If the Assignment record selected in Step 5b. is incorrect, the Assignment field can be re-populated using the lookup options available to select the correct Assignment.
- Populate the following required fields to provide the base details of the Variation:
- Click on the Save All button (see Figure 6).
The Timesheet Frequency populated for the Variation MUST match the Timesheet
Frequency populated for the related Assignment.
- Review and confirm the details of the Variation, then click on the Finalise button to complete record creation (see Figure 7).
- A new Assignment Variation is now created (see Figure 8).
Once a Variation has been Finalised, it is not recommended to modify further, but
instead to facilitate any changes required by creating a new Variation.
Variations CANNOT be deleted if they have been used to process Timesheet Entries to
create Pay Transactions. Deleting records is not recommended unless absolutely
essential.
- To modify an existing Variation, open the required record and select the Launch button to open the Builder page, then select the Unfinalise button available at the bottom of the record.
- When complete, click on the Finalise button.
Field Descriptions
Assignment indicates the Assignment that relates to the Interpretation Rule that the Variation will be applied to. Frequency’ Standard Hours defines the maximum Standard Hours from which Overtime is payable for the remaining hours on the Timesheet (as determined by the Timesheet Frequency). Interpretation Rule is the related Interpretation Rule that the Variation will be applied to. Interpretation Rule Name defines the name for the Variation record. Long Description is the description outlining the Variation’s purpose. Users are encouraged to detail here the brief snapshot of how this Variation is configured, to assist with identifying differences between various Interpretation Rules with similar conditions and/or names. Short Description is the description that can be displayed in lookup search to assist users in selecting the correct Interpretation Rule. Timesheet Frequency defines the Timesheet Frequency for which the Variation has been set to interpret. The Timesheet Frequency on the Assignment Variation must match the Timesheet Frequency on both the related Interpretation Rule and the Timesheet from the related Assignment. If the Variation does not match the Timesheet Frequency populated for related Timesheets, interpretation will not occur. Variation Type is the type of Variation record that is selected for creation:- 24hr Care Shift is utilised for Variations where Employees have differing standard hours, rates of pay or conditions of work from those outlined in the Interpretation Rule related to a Payee’s Assignment.
- Assignment is utilised for part-time Employees with differing standard hours from those outlined in the Interpretation Rule related to a Payee’s Assignment record.