Managing a Rate Schedule

Objective

After completing this lesson, you will be able to create a Rate Schedule in SAP Fieldglass.

Rate Schedule

A Rate Schedule is a group of shifts and applicable rates that allow buyers to configure logic into their rate structure. They allow complex rates to be assigned to specific positions and assigned to workers so they can be automated in time sheet calculations.

To demonstrate how a rate schedule would impact various time sheets, let’s look at a few examples.

Overtime During the Standard Week

A worker’s time sheet. A grid arranged by days of the week contains fields to enter hours worked for ST, OT, and DT time. Each day has 8 hours entered into the ST row, except Wednesday, which indicates 9 hours. The total for the week add up to 41 hours, and the time sheet indicates that 1 hours was automatically added as overtime.

A worker worked 8-hour days on Monday, Tuesday, Thursday, and Friday, but worked 9 hours on Wednesday.

The threshold set by the rate schedule indicates that any hours worked over 40 per week are to be considered overtime, so even though the worker entered all of the hours worked time as standard time, the extra hour is automatically allocated to overtime.

Overtime Based on Weekend Hours

A worker’s time sheet. Each weekday has 8 hours entered into the ST row, except Friday, which indicates 4 hours. 4 additional hours are entered on Saturday. The total for the week add up to 44 hours, and the time sheet indicates that 4 hours were automatically added as overtime.

Similarly, the following week the worker worked 8-hour days Monday through Friday and then worked 4 hours on Saturday.

The four Saturday hours are allocated as overtime hours for the same reason as the previous week: the weekly standard time hours had reached the threshold of 40, so any hours in addition to that are allocated to overtime.

Overtime Based on Mixed Weekly and Weekend Hours

A worker’s time sheet. Each weekday has 8 hours entered into the ST row, except Friday, which indicates 4 hours. 8 additional hours are entered on Saturday. The total for the week add up to 44 hours, and the time sheet indicates that 4 hours were automatically added as overtime.

The week after that, the worker worked 8-hour days Monday through Thursday, 4 hours on Friday, and 8 hours on Saturday.

The rate rule only specifies hours worked per week. Even though the worker worked 6 days that week, the logic behind the rate schedule has his first 4 hours of Saturday allocated to the remainder of the weekly standard time that hadn’t been completed by Friday. Since that gets the worker to 40 hours for the week, the remaining 4 hours worked on Saturday is allocated to overtime.

Time Sheet Rules

Rate schedules require what are called Time Sheet Rules in order for them to perform the appropriate calculations. Time sheet rules are a set of detailed logic that drive rate and time sheet behavior. For example, on Joe’s time sheet, a time sheet rule is what determines how hours worked over the standard day would be allocated as overtime.

Once time sheet rules are configured, they are associated to rates on the rate schedule.

Rate schedules are then assigned to job postings so subsequent work orders will adhere to the rate and time sheet logic.

Navigating the Rate Schedule Admin Object

The Rate Structure section of the Admin Menu, the Rate Schedule selection is highlighted.
1To view the list of rate schedules that the tenant uses, select Rate Schedule from the Company Structure section of the admin menu.

Rate Schedule List Page

Rate Schedules organize and assign time sheet rules and shifts, which are transactional units that define the days and times the workers are expected to work for a particular position.

Rate Schedule List page, listing all of the rate available rate schedules, with columns indicating the Code, Name, Description, Rate Schedule Type, Currency, and Service Type for each. The Rate Schedule Type column, the Service Type column, and the RS Manufacturing OT US link in the Code column are highlighted.
2Rate Schedule Type identifies the rate type that is the basis of the rate schedule. As with rate groups, rate schedules can only contain rates of the same type, or a derivative of that type. For instance, a rate schedule created for a Rate rate type can only contain rates of the Rate and Factor rate types, since a factor rate can use Rate as its basis.
3Service Type identifies if the rate schedule is for use with Contingent workers or Services workers.
4Select in the Code column to view the details of that rate schedule.

Rate Schedule Details Page

A Rate Schedule contains the logic required for automating the following:

Rate Schedule Details page, divided into sections contains information for Custom Fields, Rates Base Section, and Rates Overtime. The Custom Fields section, the Base Section, the Manufacturing Shift fields within it the Base Section, the Time Sheet Rule or Custom Script column for the Manufacturing shift, the Manufacturing ALL CHI ST rate row, and the Overtime section are highlighted.
5You can add predefined rate fields on this rate schedule using Custom Fields. In this example, the rate schedule contains rates for weekly overtime and daily overtime. These define the maximum amounts which, when exceeded, will trigger the overtime rate.
6Rate schedules are required to have a base rate, which are configured in the Base Section. The base rate applies to all the shifts included on the rate schedule. The committed and estimated spend will be calculated based on this rate.
7A rate schedule must have at least one Shift associated to it. The shifts selected on the rate schedule determine the shifts the buyer can select when creating a work order as well as the shifts available when the worker is submitting a time sheet. All the shifts selected here will be automatically included when the base pay rate is selected for this rate schedule.
8As illustrated here, Manufacturing_ALL_CHI_ST is the rate selected as the base.
9Time Sheet Rule or Custom Script is the rule that dictates how and what the rate schedule will calculate. The rule "TS Day Hour Greater than 8" is configured to determine the number of hours worked above 8 per day.
10Additional sections can be added to include different rules, such as Overtime. In this example, the section is used to determine the rate used when a worker exceeds the minimum 8 hours per work day.

Create a Rate Schedule

WorkingNet Networking Inc., a global manufacturer of data networking equipment, is creating a new customer support position for their London Office. You’ve already created a full rate structure for it but now must create a rate schedule to calculate any time over 40 hours a week as overtime.

As the SAP Fieldglass administrator for WorkingNet, you’re tasked with creating that rate schedule.

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ExerciseStart Exercise

Add a Rate Schedule to Job Posting Template

WorkingNet is creating a new Customer Support position for their London office. You’ve already created a rate structure for it and included a rate schedule.

As the SAP Fieldglass administrator for WorkingNet, you now have to perform the final step: add the rate schedule to the applicable job posting templates.

ExerciseStart Exercise

Summary

Rate Schedules allow buyers to configure logic into their rate structure, assign complex rates to specific positions, and automate time sheet calculations. By using time sheet rules within rate schedules, buyers can ensure that overtime and other complex rate calculations are handled consistently and accurately.

Key Points:

  • Overtime Calculation: Rate schedules automate overtime allocations based on predefined thresholds, such as hours worked per week or on weekends.
  • Time Sheet Rules: These rules drive the logic behind rate calculations and timesheet behavior. They determine how hours worked are allocated as standard or overtime.
  • Association with Job Postings: Rate schedules assigned to job postings ensure that work orders comply with the defined rate and timesheet logic.

Learning

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