Pay Rule Actions

Overview

When creating Pay Rules in Astute, there are properties, conditions and actions. The Actions determine what will happen when certain rule conditions are met. 

Rule Types

The rule type you have chosen under Properties will affect which action type you can choose.

Manually Set on Timesheet
Assign Allowance	Set a pay item or allowance on a timesheet that can then be manually chosen by the person completing it
Work Structure
Minimum paid units	Set the minimum number of paid units that must be paid for a shift, a day or a timesheet
Assign set paid units	Set a fixed number of units that must be paid for a shift, a day or a timesheet
Minimum unpaid breaks	Set the minimum unpaid break length (in minutes) that must be assigned to a shift. If an employee enters a break on their timesheet the minimum unpaid break as well as the break entered on the timesheet will be deducted.
Pay Condition
Assign Pay Item	Assign a pay item (eg Base Hourly) to a time block
Assign Allowance	Assign an allowance to a time block
Lock Time Block	Lock a time block so that it cannot be affected or used by other rules
Tag Time As	Add a tag to a time block
Flag in Pay Conditions As	Add a visible 'Flag' to timesheets in Pay Conditions for items or conditions you want to highlight to Admin users

Attributes

The attributes are the details of what the action will do (eg which pay item it will assign, etc). The action type you have chosen will affect which attributes you can choose.

Action Types

Rule Type	Action Type	Description	Attributes
Manually Set on Timesheet	Assign Allowance	Add a manually selected pay item (eg meal allowance) to a timesheet. The pay item can then manually select the allowance for the matching units.	Pay Item Choose the pay item you want to assign on the timesheet Rate Choose the pay rate you want to use for the assigned pay item Charge Item Choose the charge item you want to invoice your customer for You can assign a specific charge item or use the pay item
Work Structure	Minimum paid units	Assign a minimum number of units	Units Enter the minimum number of units you want to assign Enter the units in decimal format (eg 2.5) Apply… Drop-down list Per Shift applies the minimum to the shift that meets the Conditions. If there are multiple shifts that meet the condition this will apply to all of them individually Per Day applies the minimum to the sum of all shifts on the day Per Timesheet applies the minimum to the sum of all shifts on the entire timesheet
	Maximum paid units	Restrict the number of units	Units Enter the maximum number of units you want to allow. Enter the units in decimal format (eg 2.5) Apply to… Drop-down list Per Shift applies the maximum to the shift that meets the Conditions. If there are multiple shifts that meet the condition this will apply to all of them individually Per Day applies the maximum to the sum of all shifts on the day Per Timesheet applies the maximum to the sum of all shifts on the entire timesheet
Pay Conditions	Assign Pay Item	Assign a pay item to the matching units. The difference between this action type and the Manually Set on Timesheet action type is that this action does not let user select the pay item or allowance on the timesheet.	Pay Item drop-down list Choose the pay item you want to assign Rate drop-down list Choose the pay rate you want to use for the assigned pay item Charge Item drop-down list Choose the charge item you want to invoice your customers for You can assign a specific charge item or use the pay item Apply to…drop-down list Apply to matched blocks only applies the pay item to the matching units Apply to all subsequent blocks applies the pay item to the matching units and all subsequent units recorded on the timesheet Apply to all subsequent blocks can override a rule that has locked the matching units Apply to entire day applies the pay item to all shifts on the matching day. Apply to the entire Timesheet applies to pay item to all shifts on the timesheet Add as Extra Units allows you to add a specified number of units and to apply the pay item to those units This is useful if you need to apply a shift loading and want to do it as separate units Multiplier drop-down list Where matching units can have more than none pay item assigned, the Multiplier lets you control how the pay items are applied Apply Maximum only applies the highest multiplier Apply Minimum only applies to the lowest multiplier Apply This applies the pay item irrespective of other/previous actions Apply all applies all multipliers
	Assign Allowance	Assign an allowance to a shift. You can also use this action to assign other pay items, such as on call rates	Pay Item drop-down list Choose the pay item you want to assign to the matching units Rate drop-down list Choose the pay rate you want to use for the assigned pay item Charge Item drop-down list Choose the charge item you want to invoice your customers for Units Free-text field Enter the number of units of the pay item you want to assign. Enter the units in decimal format (eg 2.5) Repetition drop-down list The number of times you want to apply the allowance to the matching units Once only applies the allowance once per timesheet Per shift applies the allowance once per block of matching units Per unit worked (pro-rata) applies the allowance once per matching unit. Applies partial allowance to a partial unit (eg 0.5 of the allowance for 0.5 of a unit) Per unit worked (whole units only) rounds the matching units down to nearest whole number Per unit worked (or part of) rounds the matching units up to nearest whole number Per unit worked (rounded) rounds 0.00 to 0.49 of a unit down to nearest whole number and rounds 0.50 to 0.99 of a unit up to nearest whole number
	Tag Time As	Assign a tag to the matching units. You need to pair this rule with a second rule that then does something with the tagged units	Tag Free-text field Enter the tag you want to assign to the matching units Apply to...drop-down list Apply to matched blocks only applies the Tag to the matching units Apply to all subsequent blocks applies the Tag to the matching units and all subsequent units recorded on the timesheet. Apply to entire Day applies the Tag to all shifts on that day Apply to entire Timesheet applies the Tag to all shifts on the timesheet
	Percentage Paid Units	Allows you to convert units on the basis of a percentage of a set value. Use this is if you need to convert hours into days.	Action 'Pay a percentage' of the matched units. The Rounding and Precision allow you to smooth out the units resulting from the percentage. Percentage Free text field Enter the percentage you want to assign, in decimal format (eg 2.5) Rounding 'Closest' - match to the closet precision point to the percentage 'Round Up' - match to the closest precision point greater than the percentage 'Round Down' - match to the closest precision point less than the percentage Precision Free text field Enter the precision you wish to round to, in decimal format (eg 0.125)