The trigger signals that an employee’s worked time is allocated among multiple jobs or labor categories. The total of all allocations must equal 100%.
There must be a newly created or existing percent allocation rule. Use the following information to configure triggers.
- Job/Location — The job/location to which this rule applies.
- Labor Category Entries — The labor category that triggers the associated percent allocation rule.
- Cost Center — The cost center that triggers the associated percent allocation rule.
- Paycodes — One or more paycodes that trigger allocated time.
If there are no paycodes, the trigger is the labor category. If there are paycodes, the wage is allocated across the labor category, according to the paycodes.
Add a trigger
Complete one or more of the following:
- Job/Location — Click Job Lookup to identify the required job.
- Apply to any business structure that uses this job/location — Select this check box to use the same trigger for any business structure that uses the same location or job. Selecting this check box reduces the number of triggers required when the same behavior is shared among multiple jobs or locations. The location type must be the same and is based on the lowest location type specified.
- You can override these triggers by creating separate triggers that point to a specific job /location.
Note: The Apply to any business structure that uses this job/location option is available when you are using a hierarchical . If you are using a simplified Business Structure, this option is not available.
- Labor Category Entries
- Enter a labor category in one of the following ways:
- Type the full labor category in the text box.
- Click Labor Category Entries Lookup . From the Select Labor Category Entries window, select a labor category, then select an available labor category entry, and click Add . (You can also search for labor category entries using wildcards.) The name and description of each labor category appear next to the Labor Category.
- You can enter multiple labor category entries and use wildcard strings for labor category entries. In a wildcard string use an asterisk (*) to match any number or character, a question mark (?) to match exactly one character one time, or use a combination of these. For example:
- NYC* will return any entry that begins with NYC, such as NYC 1010.600, NYC 1850.100, and so on.
- N?C will not return NYYC 2050.100.
- *H?P* (combination of wildcards) will return ‘Shipping Goods’ but not ‘Sheet Bending’.
- Specify multiple entries that are part of the same Labor Category with a semi-colon, for example:
- ,,Second Shift;Third Shift,Restaurant,,
- To combine multiple entries from different Labor Categories, use quotation marks separated by a comma. For example:
- ",,Second Shift,Restaurant,,",",,Third Shift,Guest Rooms,,"
- The Selected Labor Categories Entries area at the bottom of the window displays the complete labor category entry. When the labor category entry is correct, click OK.
- Cost Centers — Select the cost center from the drop-down list.
- Pay Codes — Select a paycode that triggers the adjustment rule from the Available Paycodes box and move it to the Selected box. If you do not select one or more paycodes, the trigger is the labor category and job. If you select one or more paycodes, wage adjustments and bonuses are applied based on the qualified time.
Define allocations
In the Allocation area, provide the following information and click Save or Save & Return when finished. The allocations must total 100%.
-
Percent — Enter the appropriate percentage.
- Job — Enter the job or click Job Lookup to identify the required job.
- Labor Category Entries — Enter a labor category in one of the following ways:
-
- Type the full category in the text box.
- Click Labor Category Entries Lookup . From the Select Labor Category Entries window, select a labor category, then select an available labor category entry, and click Add . (You can also search for labor category entries using wildcards.) The name and description of each labor category appear next to the Labor Category.
- You can enter multiple labor category entries, separated by a semi-colon, and use wildcard strings for labor category entries. In a labor category entry wildcard string you can use an asterisk (*) to match any number or character, a question mark (?) to match exactly one character one time, or you can use a combination of these. For example:
- NYC* will return any entry that begins with NYC, such as NYC 1010.600, NYC 1850.100, and so on
- N?C will not return NYYC 2050.100
- *H?P* (combination of wildcards) will return ‘Shipping Goods’ but not ‘Sheet Bending’
- To combine multiple conditions for a labor category entry, use quotation marks. For example:
- ",,Second Shift,Restaurant,,";",,Third Shift,Guest Rooms,,"
- The Selected Labor Categories Entries area at the bottom of the window displays the complete labor category entry. When the labor category entry is correct, click OK.
- Cost Center — Select the cost center from the drop-down list.
- Wage Adjustment — Select one of the following wage adjustments:
- Addition — An amount that is added to the base wage rate.
- Flat rate — Changes the base wage rate to the amount that you enter.
- Multiplier — Multiplies the base wage rate by the amount that you enter.
Note: If the system setting site.timekeeping.DateToEnableOverrideWagesForAdjustments is enabled and the employee has a wage override in effect, then the wage override is used as the wage to modify instead of the base wage.
Remove a trigger
- Select the Percent Allocation Rule that contains the trigger, and click Edit, or click the name of the rule.
- In the Triggers table, select the triggers to remove, then click Remove Trigger.