> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.2cloudnine.com/llms.txt
> Use this file to discover all available pages before exploring further.
# QRG Create Pay Rate Loadings
export const InlineImage = ({src, alt = "", height = "1.6em"}) => {
return 
;
};
## Purpose
The purpose of this quick reference guide is to step through the process of creating Pay Rate Loading
records. The intended audience for this document is Standard Users.
The Pay Rate Loading record is used to define rates for Casual Loading and Shift Loading. Casual Loading
and Shift Loading are used when the Pay Rate requires these additional loading rates to be applied to the
base Pay Rate and therefore remain separated from the base Pay Rate, for reporting on GL journals, as
well as for separation of reporting on Pay Advices, etc.
## Steps
**Create a Pay Rate Loading record**
To create a Pay Rate Loading record, follow the steps below:
1. Click on the **App Launcher** icon (see
Figure 1).
2. Go to the **Pay Rate Loadings** object by
using the Search function (see Figure 2).
3. Click on the **New** button (see Figure 3).
4. Select from the available record types and click on the **Next** button (see Figure 4).
**Important Notes**\
*(Figure 4)*
*The Shift Loading record type does not have any functionality within the Minimum Pay Rate or Rates*
*Automation functionality.*
5. Populate the following required fields to provide base details of the Pay Rate Loading record (see
Figure 5):
1. To set the date this record is active, populate the **Effective Date** field.
2. To define how the Loading Rate should be calculated, select from the following picklist
options in the **Loading Based On** field:
1. To calculate the Loading Rate as a percentage of the related Base Pay Rate, select **% of Base Pay Rate.**
2. To calculate the Loading Rate as a percentage of the related Base Pay Rate, and
multiply by the related Pay Code Multiplier, select **% of Multiplied Pay Rate** .
3. To define the Shift Rate as the Loading Rate, multiplied by the Pay Rate in the
related Assignment Rate, select **Shift Loaded Pay Rate** .
4. To calculate the Loading Rate as a fixed dollar amount, select **Fixed Amount** .
5. To calculate the Loading Rate as a percentage added to the related Base Pay
Rate, select **Addition of % of Base Pay Rate**, which is only used with the MPR
functionality.
3. To set the rate to use when calculating Loading, populate the **Loading Rate** field with a numeric value.
6. Populate the following optional fields as needed (see Figure 5):
1. To set an expiry date for the Loading record, populate the **Expiry Date** field.
2. To define an Interpretation Rule for this Pay Rate Loading record, populate the
**Interpretation Rule** field.
3. If utilising the Pay Rate Loading in conjunction with the Rate Calculator functionality,
populate the **Assignment Handling** field by selecting from the available picklist options:
1. To allow the Pay Rate Loading defined to be applied to existing and new Rate
Calculator records, select **Fixed** .
2. To restrict the defined Pay Rate Loading from being applied to existing Rate
Calculator Records, so that only new Rate Calculators may use it, select **Rolling** .
7. Click on the **Save** button.
**Important Notes**\
*(Figure 5)*
*The two picklist values, Shift Loaded Pay Rate and Addition of % of Base Pay Rate in the field Loading*
*Based On, are not used with the General Ledger function. Selecting these options when using within*
*the Rate Calculator will result in a \$0 value being calculated against the Pay Rate Loading record.*
*The Assignment Handling field is only used for Rate Calculator functionality, and has no application*
*to Minimum Pay Rate records or Update Rates automation.*
A new **Pay Rate Loading** record is now created (see Figure 6).
Pay Rate Loading record CAN NOT be deleted if they have related records or are used in other records. Deleting records is not recommended unless absolutely essential.
8. To modify an existing **Pay Rate Loading** 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.
9. When complete, click on the **Save** button.
## Field descriptions
| Field Name | Description |
| ----------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Assignment Handling** | Defines how Pay Rate Loading will be handled when calculating rates for an Assignment. - **Fixed** the Pay Rate Loading that applies on the Start Date of the Assignment will apply for the entire period of the Assignment regardless of if new Pay Rate Loadings come into effect.
- **Rolling** the Pay Rate Loading applied to the Assignment will update as the new Pay Rate Loadings come into effect.
|
| **Effective Date** | The Date the Pay Rate Loading will become effective. |
| **Expiry Date** | The Date the Pay Rate Loading will expire. |
| **Interpretation Rule** | Defines a specific Interpretation Rule which applies to this Pay Rate Loading (if applicable). |
| **Loading Based On** | Defines how the Loading Rate will be calculated when applied to Casual and Shift Loading in related Rate Calculator records. - **% of Base Pay Rate** will be calculated using the amount entered in the Loading Rate field as a percentage of the Pay Rate entered in the related Assignment record.
- **% of Multiplied Pay Rate** will be calculated using the amount entered in the Loading Rate field as a percentage to be multiplied by the Pay Rate entered in the related Assignment record.
- **Shift Loaded Pay Rate** For Interpretation Rules, will calculate Shift Loading using the amount entered in the Loading Rate field, multiplied using the Pay Rate in the related Assignment Rate record. For the Rate Calculator, Casual Loading would be calculated using the Multiplied Pay Rate + the Shift Loading Amount
- **Fixed Amount** will be calculated using the amount entered in the Loading Rate field as the fxed Loading amount.
- **Addition of % of Base Pay Rate** will be calculated using the amount entered in the Loading Rate field to be added as a percentage of the Base Pay Rate.
|
| **Loading Rate** | Defines the Loading Rate that will apply for Casual and Shift Loading in related Rate Calculator records. |
## Further information
| Document | Document Type | Description |
| --------------------------------------------------------------- | --------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| QRG Rate Calculator Key Information | Information Quick Reference | Outlines useful information relevant to the Rate Calculator functionality. The document includes definitions, prerequisites, and other non-instructional information. |
| QRG Create a Location record | Task Instructions | How to create a Location record used for Rate Calculators. |
| QRG Create a Calculation Method | Task Instructions | How to create Calculation Methods to define the calculation type and unit of calculation for Rate Calculator records. |
| QRG Create an Employment Cost Record | Task Instructions | How to create Employment Cost records used for applying costs to the Rate Calculator. |
| QRG Manage Employment Cost Items using ECM | Task Instructions | How to manage Employment Cost Items using the Employment Cost Manager. |
| QRG Create an Employment Cost Exception | Task Instructions | How to apply Employment Cost Exceptions to Clients, Payees & Pay Codes. |
| QRG Create Rate Calculators - Templates - Initial Setup | Task Instructions | How to create Rate Calculator Templates - Initial Setup. |
| QRG Create Rate Calculator Templates - Final Setup | Task Instructions | How to create Rate Calculator Templates - Final Setup. |
| QRG Create Rate Calculators - Employee Specific | Task Instructions | How to create an Employee Specific Rate calculator using Template automation. |
| QRG Create Rate Calculators - Preview, Clone & Save as Template | Task Instructions | How to create Rate Calculator Previews, Save existing Rate Calculators as Templates, and use the Clone functionality. |