Set up rules for when extra compensation applies

Create multiplicator definition sets containing rules to control when agents get extra compensation. This is done by defining which multiplicators to use for specific dates and date periods, days of the week and times of the day. The definition sets apply when doing payroll exports.

A multiplicator definition set can only contain one type of multiplicator; either overtime multiplicators or shift allowance multiplicators. Set which type of multiplicator to use when creating the multiplicator definition set.

The visualizer gives you a graphical overview of when the multiplicators apply. The colors indicate the multiplicator that is used. If there are overlapping multiplicators within one definition set, the priority defines which of the multiplicators that apply in the payroll export.

NOTE   Sometimes there is a need to apply two shift allowances to apply on top of each other, for example if an agent is working an evening shift on New Year's Eve. If so, add the day of week shift allowance and the holiday shift allowance in separate definition sets. Connect both definition sets to the agents' contracts.

When the multiplicator definition sets are created, select which ones to apply for the agents on their contracts. There must be at least one overtime multiplicator definition set connected to an agent's contract in order to be able to add overtime to their schedule.

Sometimes agents can be compensated for working overtime in different ways, with either extra pay or time they can take off later. If that is the case, set up one definition set for paid overtime and one for overtime compensated with time off. Connect both to the agents' contract. When overtime is added, select which definition set to apply.

Prerequisites

  • You have the Options permission.
  • Multiplicators have been created to define how much extra the agents are paid.

Page location

Client > Options > Scheduling > Multiplicator definition sets

Procedures

Create a new multiplicator definition set

Create a multiplicator definition set to control when agents get extra pay.

  1. Click on Add new definition set.
  2. Enter a Name.
  3. Select what Type of definition set this is; Shift allowance or Overtime. Shift allowance definition sets control when agents get extra pay for working evenings, nights, weekends or holidays. Overtime definition sets control when agents get extra pay for working additional hours, on top of their contract hours.
  4. Click Add.
  5. Click Apply to save the changes.
  6. The next step is to add rules to the definition set.

Add day of week rules

Add day of week rules to set up rules for extra pay on certain days of the week.

  1. Click on Add new multiplicator. A new row is added to the table.
  2. Set the Type to Day of week.
  3. Select a day of the week.
  4. Enter a Start time and an End time for when the rule applies. If the rule applies to night shifts, set the start time to for example 9PM and the end time to 5AM. When the end time is earlier than the start time, +1 will automatically be added to the end time. The +1 indicates that it is the following day.

    NOTE   The times are set in the agents' time zone.

  5. Select a Multiplicator to define the extra pay for the given time period.
  6. Click Apply to save the changes.

Add from-to rules

Add from-to rules to set up rules for extra pay on specific dates or date periods.

  1. Click on Add new multiplicator. A new row is added to the table.
  2. Set the Type to From-To.
  3. Click in the From and To fields to set dates and times.

    NOTE   The times are set in the agents' time zone.

    EXAMPLE   Agents get extra compensation if working on New Year's Eve. In the rule, From is set to December 31, 8AM and To is set to December 31, 6PM.

  4. Select a Multiplicator to define the extra pay for the given time period.
  5. Click Apply to save the changes.

Use the multiplicator visualizer

The visualizer is a timeline where you can see when each multiplicator applies. The multiplicators are shown with color and the multiplicator value.

If two multiplicators are overlapping, for example the Wednesday evening multiplicator and a holiday multiplicator, the visualizer makes it easy to see which multiplicator that applies according to the current rule. To make the other multiplicator apply instead, change the priority order of the multiplicators.

Use the date picker to select a specific date or use the arrows to go back or forward. Click the single arrows to move one day and click the double arrows to move one week.

Change the priority order of multiplicators

Decide which of two overlapping multiplicators to apply by changing the priority order.

  1. Click on the multiplicator that should apply.
  2. Right-click and select Move down.

    Repeat until the selected multiplicator is below the overlapping multiplicator in the table. Check the day in the visualizer to confirm that the correct multiplicator applies.

  3. Click Apply to save the changes.

Delete a multiplicator rule

Delete multiplicator rules that no longer applies.

  1. Ensure to select the multiplicator definition set that contains the multiplicator to delete.
  2. Click on the multiplicator to delete.
  3. Click on Delete multiplicator.
  4. Click Yes to confirm.
  5. Click Apply to save the changes.

Delete a multiplicator definition set

Delete multiplicator definition sets that are no longer used.

  1. Ensure the multiplicator definition set to delete is selected in the menu.
  2. Click on Delete definition set.
  3. Click Yes to confirm.
  4. Click Apply to save the changes.

Related topics