Rules for recalculating rates
When a rate is modified in the Price History window, whether by a code (addition to prime rate) or a prime rate, the system recalculates all the elements affected by this rate. Recalculation may take some time, depending on the number of items to be recalculated, which are then placed in a queue. This recalculation respects specific rules and criteria, depending on the type of rate that has been modified.
Paid rate for hours worked (salary type)
•From start date of rate change
•Shifts not yet paid, or on a current payroll.
•Paid rate of hours worked has not previously been manually modified in the shift.
Billing rate for hours worked
•From start date of rate change
•Shifts not yet billed, or on a current invoice.
•The billed rate for hours worked has not previously been manually modified in the shift.
Paid rate - Pay code
•From start date of rate change
•Shifts that are not yet paid, or that are on a current payroll.
•The payroll code has not previously been modified by hand in the shift.
•Exception: If the payroll code is fully automated and was already on a completed payroll, the behavior will be slightly different. The modification will then be considered as an adjustment request. Consequently, an adjustment corresponding to the difference between the previous rate and the modified rate will be added to the shift concerned.
Example:
The code for the night shift bonus is fully automated and added to the corresponding shifts. The night shift bonus was already paid for a shift on a date after the rate change date (shift performed on June 2, rate change on May 31, for example). The rate was $2/hour, and was changed to $3/hour. In this case, the same code will be added with a rate of $1/h, for a total corresponding to the new rate. This addition can be paid on a subsequent payroll.
Billing rate - Billi code
•From start date of rate change
•Shifts not yet billed, or on a current invoice.
•Billing code has not previously been manually modified in the shift.
•Exception: If this is a fully automated billing code, and the code was already on a completed invoice, the behavior will be slightly different. The modification will then be considered as an adjustment request. Consequently, an adjustment corresponding to the difference between the previous rate and the modified rate will be added to the shift concerned.
Example:
The code for the night shift bonus is fully automated and added to the corresponding shifts. The night shit bonus was already billed for a shift on a date after the rate change date (shift performed on June 2, rate change on May 31, for example). The rate was $2/hr, and was changed to $3/hr. In this case, the same code will be added with a rate of $1/hr, for a total corresponding to the new rate. This addition can be billed on a subsequent invoice.
