This guide details the configuration, data requirements, and logic for implementing Higher Duties in SAGE/2C9/People Pay via the Skedulo integration. It focuses on utilising the Interpretation Variation functionality, which is reflected as Timesheet Activity in SAGE/2C9/People Pay.
The Interpretation Variation feature provides flexibility in compensating Resources when they perform work that falls under a different Interpretation Rule or award variation than their standard assignment.
Unlike the Project Code (Assignment Level) functionality which overrides the Resource’s original award levels entirely, Interpretation Variations are treated as adjustments to the Resource’s base award rules for a specific Job. This mechanism ensures the Resource is paid correctly according to the specific requirements of the work, allowing for accurate payroll processing based on the tasks performed.
Terminology
| Term | Definition |
|---|---|
| Resource | An individual support worker managed in Skedulo, linked to a Payee record in SAGE/2C9/People Pay. |
| Payee | A person to be paid by SAGE/2C9/People Pay. SAGE is the master system for Payee details. |
| Assignment | A record in SAGE/2C9/People Pay linked to a Payee, essential for ensuring support workers are correctly configured for payment rates. |
| Interpretation Rule | Represents an award or a variation of an award in SAGE/2C9/People Pay. Resources have an Interpretation Rule assigned. |
| Interpretation Variation | A mechanism allowing employees to be paid according to different Interpretation Rules for a specific task, treated as variations to their base award rules. |
| Timesheet Activity | The field in a SAGE/2C9/People Pay Timesheet Entry that is used to indicate the required Interpretation Rule for that entry. The Interpretation Rule Type from Skedulo populates this field. |
| Project Code | In this context, a specific Project Code record in SAGE/2C9/People Pay with a Record Type of “Timesheet Activity – Assignment Level”. |
| Job | Represents the work assigned to a Resource in Skedulo. |
| Timesheet Entry | A record created in SAGE/2C9/People Pay from approved Skedulo work (Jobs, Shifts, Activities). It contains the Timesheet Activity field. |
| Timesheet | A collection of Timesheet Entries for a Resource in SAGE/2C9/People Pay, created from approved Skedulo Timesheets. |
Configuration and Settings
To enable the use of Interpretation Variations for Higher Duties, administrators must perform the following configurations.
- Add the “Interpretation Rule Type” field: A new picklist field named Interpretation Rule Type must be added to the Job object in Skedulo.
- Display the field on Job Modals: The Interpretation Rule Type field must be visible to schedulers in the Additional fields section of the Job scheduling window.
- Populate picklist values: The values for the Interpretation Rule Type picklist are provided by SAGE/2C9/People Pay. These values must exactly match the names of the corresponding Project Code records in SAGE/2C9/People Pay.
- Create Project Code records: For every value in the Interpretation Rule Type picklist, a matching Project Code record with the Record Type “Timesheet Activity – Assignment Level” must exist in SAGE/2C9/People Pay. Skedulo validates the existence of these records during timesheet approval.
- Verify Sage Integration Settings: The integration package version must be v1.44 or later. Ensure all standard integration settings for timesheet processing are correctly configured.
Logic and Process Flow
The process is initiated by the scheduler and processed during timesheet approval.
- Create or Update Job: The scheduler creates or updates a Job record in Skedulo.
- Select Interpretation Rule Type: In the Additional fields section of the Job scheduling window, the scheduler selects a value from the Interpretation Rule Type picklist that corresponds to the required pay rate variation.
- Submit Timesheet: The Resource completes the assigned Job, and their timesheet is submitted for approval in Skedulo.
- Initiate Integration on Approval: When the Skedulo Timesheet is approved, the integration process is triggered.
- Validate Interpretation Rule Type: Before creating the Timesheet Entry, the integration checks if the Interpretation Rule Type field on the Job is populated. If it is, the system validates that a corresponding Project Code record with the Record Type “Timesheet Activity – Assignment Level” exists in SAGE/2C9/People Pay.
- Block Approval on Failure: If a corresponding Project Code does not exist in SAGE/2C9/People Pay, the timesheet approval process is blocked, and an error is displayed.
- Create Timesheet Entry on Success: If validation is successful, the integration creates a Timesheet Entry in SAGE/2C9/People Pay. The value from the Interpretation Rule Type field on the Skedulo Job is used to populate the Timesheet Activity field on the SAGE/2C9 Timesheet Entry.
- Process Payroll: SAGE/2C9/People Pay uses the value in the Timesheet Activity field to apply the correct pay interpretation, treating it as a variation to the Resource’s base award rules.
In Summary
Administrators are responsible for ensuring the Interpretation Rule Type field is configured correctly in Skedulo and that the corresponding “Timesheet Activity – Assignment Level” Project Code records are accurately maintained in SAGE/2C9/People Pay. Schedulers are required to utilise the Interpretation Rule Type field when scheduling Jobs that require a pay variation.
Note: Implementing this feature requires data to be accurately configured for both Skedulo and Sage/2c9/ People Pay. You should consult with all vendors to ensure this is configured correctly for you use case.