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Purpose

The purpose of this quick reference guide is to step through the process of defining and populating the required Breakpoints for Hourly Rate record types within the Interpretation Rule Builder. The intended audience for this document are system administrators / standard users.

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Steps

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Populate an Hourly Rate Interpretation Rule

Interpretation Rules determine how Pay Transactions are calculated for Timesheet Entries, according to the amount of time worked, the conditions of work, and any associated entitlements. The Interpretation Rule Builder consists of a series of dynamic fields that differ based on record type, and are broken into several sections. Some sections (and fields) are optional, allowing specific types of working conditions to be catered to. Hourly Rate Interpretation Rules will assess Timesheet Entries based on the amount of hours entered. See below for an ordered list of the QRGs related to each section of the Interpretation Rule Builder page for Hourly Rate record types:
  1. Populate Hourly Rate Interpretation Rules
  2. Populate Break Loading and Minimum Rest Rules (optional)
  3. Populate Split/Broken Shift and Sleepover Rules (optional)
  4. Populate Allowance, Leave & Allowance Junction Rule Breakpoints (optional)
  5. Create Breakpoints and Pay Code Caps
Populate an Hourly Rate Interpretation Rule using the Interpretation Rule Builder by following the below steps:
  1. Click on the App Launcher icon (see Figure 1).
  1. Go to the Interpretation Rule object by using the Search function (see Figure 2).
  1. Click on the New button (see Figure 3).
  1. Select Hourly Rates from the available record types and click on the Next button (see Figure 4).
  1. To complete Basic Information for the Interpretation Rule, follow this step in the sequence given below (see Figure 5):
    1. Populate the following required fields to provide the base details of the Interpretation Rule:
      1. Interpretation Rule Name
      2. Timesheet Frequency
    2. Populate the following optional fields as needed:
      1. To provide a description used to identify the Interpretation Rule, populate the Short Description field.
      2. To provide a description used to identify the configuration of the Interpretation Rule, populate the Long Description field.
Important Notes(Figure 5)Timesheet Frequency CANNOT be updated once Pay Transactions have been generated using the Interpretation Rule.The fields within the Additional Details section require no input, and will be automatically populated once updates and/or changes to the Interpretation Rule have been saved.

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General Rule Settings

This section of the Interpretation Rule Builder defines general conditions applied to Interpretation logic. Some of the selections made in this section of the Builder will impact the fields available in later sections (including Breakpoint fields) due to the dynamic nature of the Interpretation Builder. Populate General Rule Settings for the Interpretation Rule by following the below steps (see Figure 6):
  1. For Wake Up Interpretation:
    1. Apply Overtime Breakpoints to Timesheet Entries with a Wake Up Timesheet Activity by selecting Yes in the Apply Wake Up Interpretation field.
    2. Define the accumulative minimum payable hours for Wake Up Timesheet Activities that occur within the Sleepover Period by populating the Wake Up Minimum Hours field.
  2. For Overtime rounding:
    1. Round up Overtime to the nearest whole hour for Timesheet Entries with a Timesheet Activity by selecting Yes in the Apply OT Round Up Shift Interpretation? field.
    2. Define the minimum amount of hours payable for OT Round Up Shift Interpretation by populating the Minimum OT Round Up Shift Paid Hours field.
  3. To enable Interpretation Variations records to be applied, select Yes in the Apply Interpretation Variations? field.
Important Notes(Figure 6)Interpretation will only apply Wake Up, OT Round Up or Excursion logic when the corresponding Timesheet Activity Project Code has been populated.Overtime related to the OT Round Up or Wake Up Timesheet Activities will be calculated using Weekday, Weekend or Public Holiday Overtime Breakpoints.
  1. For Break Time considerations (see Figure 7):
    1. To ensure Break Time Interpretation is applied to all applicable Breakpoint types, select Yes in the Apply Break Time Interpretation field.
  2. If Excursions are required:
  3. Include Excursion Timesheet Activities in ordinary time calculations by selecting Yes in the Apply Excursion Interpretation? field.
  4. Define when Excursions should begin and cease being Interpreted with ordinary time Pay Codes by populating the Excursion Standard Start Time and Excursion Standard End Time fields.
  5. Define the amount of hours each day that Excursions can be Interpreted with ordinary time Pay Codes by populating the Excursion Standard Hours field.
  1. Define Frequency Breakpoint calculations (see Figure 8):
  2. To populate the following fields, use the arrow buttons provided to move days from the Available to Chosen columns.
    1. Select days where time contributes to Frequency Standard Hours using the Days ‘Frequency’ Breakpoints Accrued field.
    2. Select days where time contributes to Frequency Overtime Breakpoints once the count of Frequency Standard Hours is exceeded using the Days ‘Frequency’ Breakpoints Accrued field.
    3. If required, define days where Frequency Overtime Breakpoints will reset to the first Breakpoint, instead of continuing to apply as Overtime from the previous day using the Days Overtime Breakpoints Reset field.
  3. To exclude time associated with Overtime Breakpoints from Frequency Standard Hours calculations, select the Exclude Overtime from ‘Frequency’ Hours checkbox.
  4. If using Standard Time with Time Breakpoints:
  5. Enable Frequency Breakpoints to be interpreted using Overtime logic by selecting the Include Time BPs in OT - Freq Std Calcs checkbox.
    1. If Yes , enable Overtime to be included in Daily Standard Hours assessments by selecting the Include Time BPs in OT - Daily Std Calcs checkbox.
  1. Apply Shift Logic to Overtime and Minimum Hour calculations by selecting Yes in the Apply Shift Based Interpretation field (see Figure 9).
  2. To calculate Loadings:
  3. If separate Pay Transactions should be created when Casual Loading Pay Codes apply, select Yes in the Apply Casual Loading field.
  4. If separate Pay Transactions should be created when Penalty Loading Pay Codes apply, select Yes in the Apply Penalty Loading field.
  5. If Dual Leave Loading calculations need to be applied to Leave Breakpoints, select Yes in the Apply Dual Leave Loading Calculations field.
Important Notes(Figure 9)If Apply Shift Based Interpretation is No or blank, Daily Logic will be used to interpret Overtime and Minimum Hours calculations.If Shift Logic is applied, Split/Broken Shift settings will be used to populate the Shift Start Time, Shift Start Date, Shift End Time and Shift End Date fields on Timesheet Entries, enabling interpretation to assess multiple Timesheet Entries as a group. To group shifts according to custom settings or integrations, rather Broken Shift Rules, please speak to your system Administrator.If Yes is selected in the Apply Dual Leave Loading Calculations field, related Payee Leave Rules must also be configured to enable Leave Loading to avoid validation errors during Interpretation.

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Break Loading and Minimum Rest Rules

  1. To define any Break Loading or Minimum Rest logic, follow the instructions provided in the Populate Break Loading & Minimum Rest Rules QRG.

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Split/Broken Shift and Sleepover Rules

  1. To define any Split/Broken Shift or Sleepover logic, follow the instructions provided in the Populate Split/Broken Shift & Sleepover Rules QRG.

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Weekday (Monday to Friday) Rules

This section of the Interpretation Rule Builder defines Interpretation logic for Weekday Timesheet Entries. Interpretation Type, Standard Hours and Minimum Paid Hours MUST be populated for Weekday, Saturday, Sunday and Public Holiday Rules.
  1. To determine how Timesheet Entries are interpreted, select from the available picklist options in the Interpretation Type field (see Figure 10):
  2. Standard Time with Time Breakpoints - Breakpoints allow Pay Codes to be defined according to the amount of hours entered over a 24 hour period.
    1. If selected, populate the Start Time and End Time fields to define the period that ordinary time Pay Codes apply during Weekdays.
  3. Standard Time with Time of Day Breakpoints - Breakpoints allow Pay Codes to be defined according to the time of day entries occur over a 24 hour period.
  4. If Ordinary hours occur Weekdays, select Yes from the available picklist options in the Is Standard Time for Weekdays Required? field).
  5. If No , Overtime will be applied to any Timesheet Entries completed for Weekdays.
  6. To define the maximum hours payable for ordinary time Pay Codes in a single shift (if Shift Logic is applied) or day (if Daily Logic is applied) before Overtime Pay Codes are applied, populate the Weekday Standard Hours field.
  7. To define the minimum hours payable each Weekday, regardless of actual hours populated for Timesheet Entries, populate the Minimum Weekday Paid Hours field.

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Time Breakpoints

These Breakpoints are mandatory when the Standard Time with Time Breakpoints Interpretation Type is selected for Weekday, Saturday, Sunday or Public Holiday Rules.
  1. Follow this step to populate Time Breakpoints (see Figure 11):
  2. Click on the Time Breakpoints tab.
  3. As the Start field defaults to 0, and does not need to be populated, define the first Time Breakpoint outside of Weekday ordinary time by populating the End field.
    1. Weekday ordinary hours for with Time Breakpoints are determined by the values in the Start Time and End Time fields for Weekday Rules.
  4. Select a Pay Code for the first Time Breakpoint by populating the Pay Code field using the lookup options available.
  5. If Loadings were enabled in General Rule Settings:
    1. Use the available picklist options to populate the Casual Loading Pay Code and/or Penalty Loading Pay Code fields.
  6. To add another Time Breakpoint, click on the + Add Breakpoint button.
  7. Populate the End and Pay Code fields within the new Breakpoint to define the next Weekday Time Breakpoint.
  8. To remove a Breakpoint, click on the Trash Can icon next to the corresponding line.
  9. Repeat until a full 24 hours of Time Breakpoints have been populated.

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Time of Day Breakpoints

These Breakpoints are mandatory when Standard Time with Time of Day Breakpoints is selected as the Interpretation Type for Weekday, Saturday, Sunday or Public Holiday Rules.
  1. Follow this step to populate Time of Day Breakpoints (see Figure 12):
  2. Click on the Time Breakpoints tab.
  3. As the Start field defaults to 0, and does not need to be populated, define the first Time of Day Breakpoint that occurs during Weekdays from 12:00 am by populating the End field.
  4. Select a Pay Code for the first Time of Day Breakpoint by populating the Pay Code field using the lookup options available.
    1. If the Breakpoint relates to Overtime, select Yes in the Overtime Breakpoint field and populate the Overtime Pay Code field instead of the Pay Code field.
  5. If Loadings were enabled in General Rule Settings:
    1. Use the available picklist options to populate the Casual Loading Pay Code and/or Penalty Loading Pay Code fields.
  6. To add another Time of Day Breakpoint, click on the + Add Breakpoint button.
  7. Populate the End and Pay Code fields within the new Breakpoint to define the next Weekday Time of Day Breakpoint.
  8. To remove a Breakpoint, click on the Trash Can icon next to the corresponding line.
  9. Repeat until a full 24 hours of Time of Day Breakpoints have been populated.

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Hours Breakpoints

These Breakpoints are mandatory for Weekday, Saturday, Sunday and Public Holiday Rules. A full 24 hours must be populated, and every Breakpoint after the first will represent Overtime.
  1. Follow this step to populate Hours Breakpoints (see Figure 13):
  2. Click on the Hours Breakpoints tab.
  3. As the Start field defaults to 0, and does not need to be populated, define the hours associated with ordinary time Pay Codes by populating the End field.
    1. Users must remember that Hours Breakpoints will be overridden by Time Breakpoints, so this amount is the defined maximum payable with ordinary time Pay Codes.
  4. Select a Pay Code for the ordinary time Breakpoint by populating the Pay Code field using the lookup options available.
  5. If Loadings were enabled in General Rule Settings:
    1. Use the available picklist options to populate the Casual Loading Pay Code and/or Penalty Loading Pay Code fields.
  6. To add the first Overtime Hours Breakpoint, click on the + Add Breakpoint button.
  7. Populate the End and Pay Code fields within the new Breakpoint to define the first Overtime Hours Breakpoint.
  8. To remove a Breakpoint, click on the Trash Can icon next to the corresponding line.
  9. Repeat until a full 24 hours of Hours Breakpoints have been populated.

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Saturday Rules, Sunday Rules & Public Holiday Rules

  1. Follow the instructions for Weekday (Monday to Friday) Rules for Saturday, Sunday and Public Holiday sections (see Figure 14).
  2. Follow the instructions for Time Breakpoints or Time of Day Breakpoints, as well as Hours Breakpoints, for Saturday, Sunday and Public Holiday sections.
Important Notes(Figure 14)Required fields MUST be populated for Weekday, Saturday, Sunday and Public Holiday Rules, regardless of whether regular shifts occur on these days. Breakpoints MUST also be populated to cover a full 24 hours (i.e. 12:00AM - 11:59PM) for Weekdays, Saturdays, Sundays and Public Holidays, and with at least one Pay Code populated for the period.Breakpoints for Public Holiday Rules should reflect the hours an Employee would work if the Public Holiday fell on a day where regular Timesheet Entries were expected, BUT must be associated with the applicable Penalty Pay Code for Public Holiday work.

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Frequency Breakpoints

  1. Follow this step to populate Frequency Hours Rules (see Figure 15):
    1. To define the maximum amount of Ordinary Hours payable within the Timesheet Period before overtime must be paid, populate the Frequency’ Standard Hours field.
Important Notes(Figure 19)The Interpretation Rule cannot be saved or finalised until Breakpoint & Pay Code Cap creation has been completed.

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Allowance Rules, Allowance Junction Rules & Leave Breakpoints

  1. To define any Allowance Rules or Leave Breakpoints, follow the instructions provided in the Populate Allowance, Leave & Allowance Junction Rule Breakpoints QRG.
  2. To define Allowances applied in conjunction with certain Payee Leave Rules or Timesheet Activities:
  3. Populate the Allowance and / or Leave Breakpoints according to the instructions provided in the Populate Allowance, Leave & Allowance Junction Rule Breakpoints QRG.
  4. Create Breakpoints according to the instructions provided in the Create Breakpoints & Pay Code Caps QRG.
  5. Populate Allowance Junction Rule Breakpoints according to the instructions provided in the Populate Allowance, Leave & Allowance Junction Rule Breakpoints QRG.

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Create Breakpoints & Pay Code Caps

  1. To complete Frequency Breakpoints and finalise Interpretation Rule creation, follow the instructions provided in the Create Breakpoints & Pay Code Caps QRG.

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Field Descriptions

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Further Information