Add a paycode

Note: You cannot add items on signed-off or locked days.

To convert a shift to a paycode

Use the Paycode Quick Action to insert default values for a selected paycode, with start and end time that corresponds to the shift you replace:

1. Click Quick Actions to open the Quick Action toolbar. 
2. Click Paycode . 
3. Select the paycode type from the menu.
4. Click the shift you want to replace. (You can optionally click additional shifts to replace them with the same paycode.)
5. Click Paycode again to deactivate the quick action. 
6. Save your changes. 

To add a paycode from a glance

Use the Paycode action available from different glances to access to all options for creating a paycode.

1. Right-click an employee, a shift, or an empty date cell. The corresponding glance appears.
2. Click Paycode . The Paycode panel appears.
3. Depending on which entity you first right-clicked, different options are available. Default options appropriate to the context are provided. Modify any default option as required:

• • Effective date - Select the Effective Date to define when to apply the paycode.
  • Paycode type - Select the Paycode type. There are two basic types:
    • Time-based paycodes are based on a value for time (duration). This time may be interpreted or converted to an amount of money at some point, but the base variable is always time, not money. Example: An employee misses a scheduled shift because of illness. A time based paycode ties the amount of pay to the number of hours of work missed.
    • Money-based paycodes are defined as an amount of money. This amount is not tied to time. Example: An employee receives a fixed amount of money as a bonus.

The following terms may apply:

• • • • Symbolic amounts can be used to define time values based on shift length.
      • A cascading paycode is in a dependent relationship with another paycode. It can only appear when that paycode is first applied. Typically, this is when there are inadequate accruals for given paycode. The missing accruals are then removed from the accruals for the cascading paycode.
  • Start time - Enter the Start Time to define the time of day.

Note: For money-based paycodes, this setting only controls where the paycode appears in the gantt view.

• • Time-based paycodes - You must define a Duration.

Choosing a symbolic value tells the system to automatically calculate the duration.

• Full or Half Schedule Day — The sum or half of the sum of all shifts during the day. Selectable even if the employee has no shifts; if so, the amount is 0:00. Full Schedule Day accounts for breaks, shift differentials, and overtime.
• Full or Half Pattern Day — The sum or half of the sum of all shifts of all patterns associated with the employee on that day. The Amount dynamically updates after changes to the pattern. Selectable even if the employee is not associated with a pattern; if so, the amount is 0:00.
• Full or Half Contract Day — The sum or half of the sum of all shifts of all contract groups associated with the employee. The Amount dynamically updates after changes to the contract group. Selectable even if the employee is not associated with a contract group; if so, the amount is 0:00. Full Contract Day accounts for breaks, shift differentials, and overtime.

Specify Amount allows you to enter a duration as Amount Hours (hh:mm).

• Money based paycodes - Specify the Amount of pay.
• Define overrides
  • If the paycode edit replaces a shift, select Override shift. Example: Set a Vacation paycode to override a shift.
  • You can override a whole shift or a partial shift.
  • Whole Shift removes the shift and replaces it with the paycode.
  • Partial Shift creates a segment within the existing shift or segment and replaces that part of the shift with the paycode.

Note: If an employee has more than one scheduled shift during a day, a paycode edit overrides only the first shift that day. To change this default override, your system administrator can configure paycodes to override all shifts on a day.

• If the paycode is applied in addition to the shift, clear the Override Shift.
• Example: To add a paycode to a day containing a shift, do not override the shift.
• Override Shift is selected by default. Your system administrator can set this option to be cleared by default.
  
  

Comments and notes

• If you need to include some additional information, you can create a comment or a note. Click Comment to choose a configured comment from the list that appears and add it to the Paycode. Type in the Note text box to add a personalized note to the comment.

• In Transfers, select:

  • Business Structure — Select New, then select or search for a location transfer from the Business Structure. Access to perform transfers in the Business Structure must be enabled.
  • Payer Cost Center — Select New, then select or search for and select a cost center. Access to perform a Cost Center transfer must be enabled.
  • Labor Category — Select the labor category that you want to transfer, select or search for the labor category entry. Access to perform a Cost Center transfer must be enabled.

4. (Optional) Enter the number of consecutive days to Repeat the paycode. This value is in continuous days and does not skip holidays or weekends.
5. (Optional) select Comment to choose a Comment from the list of configured comments, and add it to the paycode. Type in the Note text box to add a personalized note to the comment.
6. Click Apply.
7. Save your changes. 

Required units

Units change according to the type of paycode:

• For days (d.dd), enter a number between -1 and 1, or select a symbolic value.
• For money, enter a positive or negative number.
• For hours (hh:mm), enter a positive or negative number, or select a symbolic value.
• For cascading days, enter a number between 0 and 1. Not available from the By Employment Terms.