Globally Changing The Values Of Contract Items

To Change The Value Of Open Contract Items

Note: This procedure will not affect items that have been marked as claimed, (i.e. are already in the Working File) or are marked as Authorised (i.e. have already been paid).

  1. Access the Payroll Code that is used for the contracts in Payroll Code Maintenance (Payroll > Definitions > General). Edit the Payroll Code and access Controls. Ensure that Sessional Contracts is ticked.
  2. Access function Global Rate Update (Payroll Functions). In the first screen, select the required Payroll Code. In the second screen, tick Specific Value and then enter the old and new rates. In the third screen, you can choose whether to affect all Open Items, or just Open Items on contracts that start after a given date. Click Run and confirm you want to continue.

If you use this process, you will need to repeat it for each change that you require (i.e. 10.00 to 11.00, 11.00 to 12.00 – taking care that you do the higher values first to ensure you do not change 10 to 11 and 11 to 12).

 

To Change The Value Of Claimed Contract Items

 

  1. Access the Payroll Code that is used for the contracts in Payroll Code Maintenance (Payroll Definitions > General). Edit the payroll code and access Controls. Ensure that Sessional Contracts is not ticked.
  2. Access function Global Rate Update (Payroll Functions). In the first screen select the required Payroll Code. In the second screen, tick Specific Value and then enter the old and new rates. In the third screen, you can choose whether to affect all Recurring Items by leaving this box unticked. Click Run and confirm you want to continue.

If you use this process, you will need to repeat it for each change that you require (i.e. 10.00 to 11.00, 11.00 to 12.00 – taking care that you do the higher values first, to ensure you do not change 10 to 11 and 11 to 12.

Note:  You also need to be aware that this will not affect the contract itself and would also affect any other payments that have been entered with this payment code directly to the employee’s working file.

 

Pay Rate Only Having A Single Value

The above process describes a situation where a single Payroll Code is used on contracts to hold different Pay Rates. If a single Payroll Code only holds a single Pay Rate, then in stage 1 amend the Default Rate held against the Payroll Code to the New Value.

In Stage 2 screen, tick New Rate. The rate entered in Screen 1 will be shown. This will then change all items (of specific type) to New Rate.