General Tab

The General tab opens a screen of basic information on the Assignment Code. Once this screen has been completed, click on the section options in the left pane to complete any additional screens for this record.

Effective Dating allows you to change employee labor distribution information and pay policies to go into effect on a specific date. The effective dates of these changes can be in the future or the past. Past changes may be restricted in some situations such as when historical data is not available or Pay Groups have been changed.

For example, a change to the Shift Differential pay policy will go into effect at the start of next month. The pay policy can be configured with the new effective date as soon as it is known. You no longer have to wait until after the first day of the pay period containing the new effective date to enter this information. Until that new effective date, the existing policy is still in effect.

When changes are entered for previous pay periods, the feature is called Retro Calculator. With Retro Calculator, you can correct wrong or incomplete transaction information or update a pay policy. When you recalculate the employees involved, adjustments are created and pay is modified accordingly.

For example, a request is submitted to Payroll for an employee's missed punch, in a previous pay period, that will affect the employee's pay. Another example is a pay increase that would retroactively go into effect. These situations used to require many hours of manual calculations to determine the appropriate adjustments to make for these employees. Now these situations can be corrected, employees recalculated, and pay adjustments made within a matter of minutes.

The left pane displays the Timeline for this record. The timeline shown is the version that contains the Search Date (entered on the search parameter screen).

Clicking Add Version creates a new timeline version. You will need to enter an Effective Date for the new version. This date can be in the past or in the future. Click Save Version when finished.

Clicking Delete Version deletes the displayed timeline version. This is only allowed on replicated or added versions, not the original version.

Clicking Save when editing a timeline version only overwrites the version. It does not create a new version in the timeline.

The Comparison Report will display the differences between the selected version and the one immediately prior to it.

The system classification of the assignment source record (Standard, Customer, User-Defined, or Replicated). After entering the Assignment Source Classification, Assignment Source options with the selected classification are listed in the Field Look Up Values.

The Classification options are as follows:

Standard	A record that is core to the system and included for all clients.
Customer	A record that was custom designed for a specific client.
User-Defined	A record that was created by a user in the system. When a new record is entered in the screen by clicking on the Add button, it is automatically given a status of User-Defined.
Replicated	A record that was copied from an existing record, and then updated to change certain settings. When a new record is created by clicking on the Replicate button, it is automatically given a status of Replicated.

The short name or abbreviation for the assignment source that relates to this record. These codes are previously set up on the Configuration section > Assignment card > Assignment Source screen.

Note: There are many standard assignment source codes that match the rule being validated. Additional replicated or user defined codes can be added.

The Effective Date is when the displayed record's timeline version became effective.

If there is a more recent timeline version for this same record, the Expiration Date will be automatically filled in with the date one day prior to the more recent timeline version's Effective Date.

Indicates the overtime hierarchy model used with this assignment to determine the accumulation of overtime hours. Note: Values in this field are available ONLY for assignments with the Assignment Classification Code of "Overtime".

The records returned in the search will be based on the Search Date. Whichever record version that was current for the date entered will be returned. For example, there are two versions of the same record in the system, one expired a year ago and one is current. If you enter any date from within the past year, the current version will be returned in the search. But if you enter any date from more than a year ago, the expired version will be returned in the search.