Applying Percentage and Fixed Adjustments To Timesheets
- Mark Holland (Unlicensed)
In some situations you may wish to add either a fixed amount or a percentage increase to a timesheet. Â This can be done using a filter as described in the following section. Â You should take caution when using this filter with any other filter. Â The order in which the filters are configured may affect the result. Â Therefore if you are using both a fixed adjustment and a percentage adjustment you should consider the order in which they run. Â If the percentage based filter runs after the fixed adjustment filter it may apply the percentage to the fixed adjustment too.
Restrictions
This facility is only available to clients who have purchased the Time Patterns and Filters Module.
Configuration
The first stage is locate the client that you wish the rule to operate on.  Click on the Filters tab.  From the drop down select "Create an additional shift based on timesheet pay/charge" and click the Add button.
The following parameters are available.
| Name | Description |
|---|---|
| Applicable When | Leave this blank to apply all the time. |
| Rate Name | The name of the rate which is added to the timesheet (Does not need to be existing on the placement) |
| Only Apply To Rates That Attract NI | For InPay linked clients, this value can be used to only consider the value of shifts that are associated with a pay element that is applicable for ERNI. Must be populated with Y or N, cannot be blank. |
| Only Apply To Rates That Accrue Holiday | This value can be used to only consider the value of shifts that are associated with a pay element that accrues holiday. Must be populated with Y or N, cannot be blank. |
| Pay Element Code | If you wish for the new shift to be on a particular pay element, enter the code of the pay element here. If you enter _DEFAULT_ then the new shift will copy the pay element from the first shift on the timesheet |
| Payable Or Chargeable | Enter P for Payable, C for Chargeable or B for both payable and chargeable |
| Viewable By Worker | Enter Y if you wish the contractor to be able to view the shift. |
| Amount | The amount that should be added. If you want a percentage to be added then add % to the end of the number. E.g.
|