Lumary WFM - This article explains how to create an assignment for a salaried employee.
An assignment record holds the general information, role details, employee details, payee details
and approver details for an employee’s placement.
Required and supported packages
Available with: Lumary WFM (Payroll)
Supported in: Lumary DC
This article assumes that you have already created a new payee record or have access to an existing payee record. If you have not completed those steps, head over to create a payee record.
If an employee has multiple active assignments, ensure that a Default Assignment is selected against the payee record so that if an assignment was not specified for the employee when rostering, the default assignment will be automatically chosen.
To create an assignment and assignment rate for a salaried employee:
- While on the payee record as part of creating a payee record, navigate to the Assignments tab.
- Click New against the Assignments sub-tab and select Employee as the record type
- Fill in the following key information including:
| Field | Purpose |
|---|---|
| * Assignment Name | Name of the role being performed by the employee. |
| * Client | Client record related to the assignment. This value is usually auto-populated. |
| * Client Hiring Manager | Defines the client contact who hired the employee. They will be the invoice contact detailed on invoices when the invoice group by of "Hiring Manager (Invoice Hiring Manager)" is selected on the invoice to account record. This value is usually auto-populated. |
| * Employee | Related employee contact record. |
| * Assignment Start Date | Commencement date of the assignment. |
| * Payment Entity | Related Payment Entity record. |
| * Base Salary | Defines the base salary the employee will receive when placed in the assignment. |
| * Base Salary Superannable? | Indicates if the base salary will attract superannuation as part of the salary package. |
- Once all relevant information are filled in, proceed to click Save.
Once the employee assignment record has been created, proceed to create an Assignment Rate record. This is necessary for payees who are salary or remuneration based instead of timesheet based.
- Following on from the employee assignment record created above, click on the Related tab.
- Click New against the Assignment Rates related list.
- Select Remuneration from the available record types.
- Click the Next button.
- Populate the following required fields to provide the base details of the assignment rate record:
| Field | Purpose |
|---|---|
| * Effective Date | Effective date of the Assignment Rate. |
| * Sort Order | Order in which Assignment Rate records with the same effective date should be assessed during the Pay Batch. |
| * Assignment | Indicates the Assignment this record relates to. |
| * AutoPay (Yes or No) | Indicates whether the Amount per Period should be generated automatically when a new Calendar Period is opened during Pay Batch processing. |
| * AutoPay Calculation Basis | Indicates how the Remuneration Assignment Rate will be calculated. |
| * Pay Code | Indicates the Pay Code to represent this Pay Rate in Pay Transactions. |
| * Default Pay Rate (Yes or No) | Indicates that the record is the primary rate of pay and will be used in the calculation of leave payments. |
| * Regular Units Per Period | The number of regular units that should be paid based on the Assignment Pay Schedule. |
| * Pay Rate Frequency | Frequency with which the Pay Rate should be applied. |
| * Pay Rate | Amount to be paid per period based on the Pay Rate Frequency. |
| * Pro Rata Method | Demonstrates how to apportion part period calculations. |
| * Amount Per Period (automated) | Calculated amount to be paid in a full Calendar Period. |
| * Override Amount Per Period | Indicates that the User has manually entered the Amount per Period value payable per Calendar Period instead of using the system-calculated amount. |
- Click on the Save button. A new assignment rate record has been created.
Once an assignment has been set up, synchronising assignment records brings across the:
- contracted hours, and
- minimum pay rate details.
This information is helpful when assigning workers based on suitability. A batch job automatically synchronises assignment records overnight.
Find out how to immediately manually synchronise new assignments.