The Person Rates Integrator has two key sections:
· Person Rate Schedules: This section manages the creation and organization of rate schedules for individuals.
· Person Rates: This section sets or updates the specific rates for each person within a schedule.
When you define a person rate schedule, the name of the person is mandatory, but you can optionally include a worker's job and organization from any one of their HR assignments. Within a person rate schedule, you can maintain rates at the following levels:
· Person
· Person and job
· Person, job, and organization
To create a new Person Rate Schedule, the ‘Person Rate Schedules Upload Action’ column value must be Create or Create records. Refer to the Uploading section for more information on how to use the Create action.
To create new Person Rates against a Schedule, the ‘Person Rates Upload Action’ column value must be Create or Create records. Refer to the Uploading section for more information on how to use the Create action.
There are two methods for entering values: direct input on the sheet or via a Data Form. Each method has its own advantages.
Direct Input on the Sheet
● You can manually enter values directly onto the sheet.
● This method allows you to copy and paste values from a different source.
● Please note that when uploading, a validation process will run to ensure the correctness of all entered values.
Data Form
● The Data Form provides an alternative way to enter values.
● It allows you to search or select values from pre-defined List of Values.
● This can be useful when you don’t know the exact value to enter on the sheet.
The following fields have list of values and the value you enter on the sheet must match the option in Oracle. Columns marked required are to be populated to create rate schedules. Use the Data Form to assist:
· Rate Schedule Name (required): Enter a unique name for the Rate Schedule.
· Project Rates Set (required): Specifies which Project Rate Set the Rate Schedule will be available for.
· Currency (required): The currency used for the rates in the schedule.
· From Date (required): The start date of the rate.
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To Date: The end date of the rate.
· Person Name (required): Person name for a rate to be created.
· Person Number: Defaults from Person Name but if the Person Name is a duplicate, person number must be selected.
· Job Name: Job name/s against a person. If there are multiple jobs against the person, you may select one from the list.
· Job Code: Defaults from Job Name.
· Expenditure Organization: Defaults from Job Code.
The following fields can be entered manually on the sheet or on the Data Form:
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Description: Rate Schedule description.
· Rate: A Rate or Markup Percent must be entered against a person rate.
· Markup Percent: A Rate or Markup Percent must be entered against a person rate.
When Person Rate Schedule and Person Rates are uploaded to Oracle, the ‘Person Rate Schedules Status’ and ‘Person Rates Status’ will be set to an ‘Accepted’ status.
You can create a Person Rate Schedule without adding person rates initially and return later to add rates if needed.
Sections:
