Pay/Bill Rules
Special rules you can put in place for pay rates or holidays.
Pay/Bill rules allow you to set up special pay/bill rates for a wide variety of scenarios. By far the most common is for Holidays where time and a half is required in most states and territories. Below is an example of how to setup a Holiday pay/bill rule. If you have questions or would like additional help or training setting up pay/bill rules we strongly encourage you to reach out to the Customer Success team.
Holiday Pay/Bill Rule Setup
- Go to File > Configuration > Pay/Bill Rules
- From the Pay/Bill Rule configuration window press ‘Add Rule’ in the upper left corner, this will open a window where you’ll enter the name, type, and effective date for the new holiday rule
- Enter a name (ex. July 4th 2022), select the ‘Type’ (day of the week), pick the date you want the rule to take effect, and press ‘OK’.
- Once the rule has been created you need to configure it to pay and/or bill for the holiday. In the bottom of the window you’ll see ‘Pay’ and ‘Bill’ options for the rule, to activate the rule select ‘Override’. Next select the day of the week you want to apply the holiday pay to (ex. Monday for 7/4/22). Last, you’ll enter how you want to change the rates, most agencies enter ‘1.5’ in the ‘Multiply by’ field to pay and/or bill at time and a half. Once you have everything set press ‘Apply’ at the bottom of the window.
- Now that the start date for the holiday rule is entered you need to make sure you tell Rosemark to deactivate the rule (if you don’t deactivate the rule Rosemark will continue to apply the holiday rate to every Monday going forward). Make sure you have the initial activation rule selected and press the ‘New Effective Date’ button. Select the date you want the rule to end, this is usually the day after the holiday (ex. July 5th).
- In the ‘Pay’ and ‘Bill’ details at the bottom of the window select ‘Turn Off’ and press apply, this will deactivate the rule going forward.
- You can confirm that you deactivated the rule correctly by looking at the rules in the configuration window. If you see two rules with the same order number, one activating the rule and the other deactivating the rule, you did it correctly (see example below).
