Purpose
The purpose of this quick reference guide is to step through the process of creating Assignment Rate Template Groups. The intended audience for this document is Standard Users / System Administrators. The Assignment Rate Template Group is used to define a related group of Assignment Rates. When an Assignment Rate Template Group is added to an Assignment record, the related Template Group Assignment Rates will be used to automate the creation of Assignment Rate records related to an Assignment. Assignment Rate Template Groups may be used as a stand-alone method to automate the creation of Assignment Rates. Each Assignment Rate Template Group must contain at least one Assignment Rate for each required Pay Code, as well as for any Project Codes combinations, to ensure all necessary Pay Rates have been defined.Steps
Create an Assignment Rate Template Group Create an Assignment Rate Template Group by following the below steps:- Click on the App Launcher icon (see Figure 1).
- Go to the Template Groups object by using the Search function (see Figure 2).
- Click the New button (see Figure 3).
- Select Assignment Rates from the available record types and click the Next button (see Figure 4)
- Populate the following required fields to provide the base details of the Assignment Rate
Template Group (see Figure 5):
- Template Group Name
- Populate the following optional field as required:
- To configure the Template Group so it is only available for a specific Client, populate the Client field.
- Click the Save button.
- A new Assignment Rate Template Group is now created (see Figure 6).
- Go to the Related tab of the Assignment Rate Template Group and click on the New button next to Assignment Rates (see Figure 7).
- Select Timesheet Template from the available record types and click on the Next button (see Figure 8).
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Follow this step in the sequence given below (see Figure 9):
- Populate the following required fields to provide the base details of the Assignment Rate
Timesheet Template Group:
- Template Group (this is auto-populated)
- Pay Code
- Sort Order (pre-populated)
- Effective Date
- Populate the following optional fields as needed:
- To associate a Project Code with the Assignment Rate, populate the Project Code field using the lookup options provided.
- To set a fixed term for the Assignment Rate record, populate the Expiry Date field. If left blank, no Expiry Date will apply.
- To relate the Assignment Rate to a specific Timesheet Activity, populate the Timesheet Activity field.
- Populate the following required fields to provide the base details of the Assignment Rate
Timesheet Template Group (see Figure 10):
- Pay Rate
- To Be Invoiced
- Invoice Rate
- Invoice Alone
- Invoice Taxable
- Invoice Tax ID
- Populate the following required fields to provide the base details of the Assignment Rate
Timesheet Template Group:
- Click the Save button.
- A new Timesheet Template Assignment Rate record is now created (see Figure 11).
Assignment Rate records CAN NOT be deleted if they have related records or are used
in other records. Deleting records is not recommended unless absolutely essential.
- 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.
- When complete, click on the Save button.
Any changes made to the Assignment Rate Template Group or its related records will
not update Assignments already referencing the Assignment Rate Template Group.