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This guidance is for Lumary WFM/DC. For help with a different Lumary product, check out our Care Management (CM), Allied Health (AH) or Applied Behavioral Analysis (ABA) guides.

Update minimum pay rates in bulk

Updated

Lumary WFM - This article explains how to update your organisation's minimum pay rates.

Use the Update Rates automation to update minimum pay rate (MPR) records and their associated assignment rate records in bulk. This feature creates new records with updated rates and expires existing minimum pay rate records.

Required and supported packages

Available with: Lumary WFM

Supported in: Lumary DC

Before you start

  • You can update a maximum of 200 MPR records in a single batch
  • Update MPRs for one interpretation rule at a time to ensure accuracy
  • The Fair Work Commission announced a 3.5% increase to modern award wages effective on the first full pay period on or after 1 July 2025.
  • Clicking Confirm New Rates will expire the existing MPR records and create new records from the specified effective date. There is no confirmation screen, please use caution when you update these records.

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Set up your list view

To update minimum pay rates efficiently, it's recommended to update the MPRs one interpretation rule at a time. Create a filtered list view to enable filtering by Interpretation Rule with the relevant related fields:

  1. Click on the App Launcher.
  2. Type "Minimum Pay Rates" and select the Minimum Pay Rate object.
  3. Create a new list view called "By Interpretation Rule".
  4. Apply these filters:
    • Interpretation Rule = [your selected interpretation rule]
    • Expiry Date = null (to show only active records)
  5. Add these fields to display:
    • Minimum Pay Rate Name
    • Pay Code
    • Timesheet Activity
    • Project Code
    • Parent Minimum Pay Rate
    • Award Classification
    • Award Level
    • Interpretation Rule
    • Pay Rate
    • Effective Date
    • Expiry Date

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Working with parent and child MPRs

Child MPR records appear beneath their parent records in the update interface. You can update child MPRs alongside their parent MPRs, provided the child records already contain a pay rate.

Important: Child MPR records must be manually selected for inclusion - they won't automatically appear in the Update Rates interface.

Update parent and child together

  1. Select both parent and child MPR records from your list view.
  2. Click Update Rates.
  3. Choose your update method.
  4. Child MPRs will appear under their parent MPR in an accordion menu.
  5. Follow the standard update process.

Note: Child MPRs with $0 or blank pay rates cannot be updated through this interface, but their expiry dates will be set and new records created with the same dates as other updated MPRs.

Update parent first, then child

If child rates need different increases than their parent:

  1. Update the parent MPR first using the standard process.
  2. Select child records separately and update them.
  3. The child records will automatically link to the updated parent when confirmed.

Important: When you update a parent MPR, the system will expire any active child MPRs linked to it, even if you didn't select the child MPRs for update.

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Update minimum pay rates

To update your minimum pay rates:

  1. From your filtered list view, reduce the list by your selected Interpretation Rule.
  2. Select the checkboxes for the MPRs you want to update.
  3. Click the Update Rates button on the list view.
    Selecting the Update Rates functionality
  4. Click the + button on the Update Rates Automation screen.
  5. Select your effective date.
  6. Choose your update method:
    • Increase Rates by % - apply a percentage increase to all rates
    • Increase Rates by $ - apply a dollar increase to all rates
    • Enter rate changes individually - manually update each rate
  7. Click OK.

Increase rates by percentage

To apply a percentage increase:

  1. Enter the percentage in the Increase % field (for example, 3.5 for a 3.5% increase).
  2. Click Calculate to see the new pay rates.
  3. Review the calculated rates.
  4. Click Confirm New Rates to apply the changes.

Increase rates by dollar amount

To apply a dollar increase:

  1. Enter the dollar amount in the Increase $ field.
  2. Click Calculate to see the new pay rates.
  3. Review the calculated rates.
  4. Click Confirm New Rates to apply the changes.

Enter individual rate changes

To manually update specific rates:

  1. Click the pencil icon next to the New Pay Rate field for each MPR you want to change.
  2. Enter the new rate value.
  3. Press Enter.
  4. Repeat for each MPR that needs updating.
  5. Click Confirm New Rates to apply the changes.

After updating

When the update is successful:

  • A success message appears
  • The status shows as "Complete"
  • Only the Return button remains active
  • Click Return to go back to the list view and review your new MPRs

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Known issues

There's a known issue where updating a parent MPR's effective date may cause an error if child MPRs exist and are linked to the respective parent MPR.

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