Managing a Rate Schedule

Objectives

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

screenshot of Joe’s time sheet reflecting that he worked 9 hours on Wednesday

Joe worked 8-hour days on Monday, Tuesday, Thursday, and Friday. However, he 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 he entered all of his time as standard time, the extra hour is automatically allocated to overtime.

Overtime Based on Weekend Hours

screenshot of Joe’s time sheet reflecting that he worked 4 hours on Saturday

Similarly, the following week Joe 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

screenshot of Joe’s time sheet reflecting that he worked 4 hours on Saturday

The week after that, Joe 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 he 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 he hadn’t completed by Friday. Since that gets Joe to 40 hours for the week, the remaining 4 hours he 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

screenshot of the Rate Structure section of the Admin Menu, the Rate Schedule link 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.

screenshot of Rate Schedule List page, highlighting the Rate Schedule Type column, the Service Type column and the RS_Manufacturing_OT_US link in the Code column
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:

screenshot of Rate Schedule Details page, the Custom Fields section, the Case section and the Manufacturing Shift fields within it, the Time Sheet Rule or Custom Script column, 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 is creating a new Customer Support position for their London Office. You’ve already created a 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.

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, including 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.

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