Pay Code Rules allow you to configure different pay rates and codes, based on day and time. You can configure weekly rates as well as holiday rates. You can also apply the rules set to a specific set of labels which can be assigned to a set of users, jobs, or shifts.
You must specify a "Priority" for each rule. When calculating rates, rules are processed in priority order starting with the lowest number. The first matching rule is applied, and all subsequent rules are ignored. So you should assign priorities starting with the most specific rules (e.g., holidays), followed by the more general ones (e.g., nights or weekends).
These rules utilize the overtime thresholds defined for the worker's pay class, and will override the pay codes for those thresholds. If a pay code is left blank in the rule, then the pay class value will be used.
To learn more about setting up a Pay Class, check out our help article on that:
And if you pay overtime, check our help article on setting that up:
Some example pay code rules might look like:
By default, just the basic REG / OT1 / OT2 pay code are displayed. But if you want more granular control over Day, Week, Period or Consecutive Day OT pay codes, you can switch to Advanced mode:
There is also an option to apply the rules only to certain labels, such as for a particular set of workers, jobs, or shifts. Here is what a rule applied to a particular shift label might look like:
For more information about how to set up Labels, check out our Help Article on that topic:
This new feature is very powerful, and at the same time, simple to set up and use.
The Time Cards and Payroll reports will both calculate total hours and pay using the rules, with a breakdown for Regular and Overtime hours. For a report breakdown per pay code, check out the Totals report.