RTD Hierarchy

If a RTD is set up for the Framework the Client is linked to, then this will be used by Clients who do not have an RTD set up. When creating the framework RTD, there is a tick box to Apply Rate Time to linked Clients. 

If ticked, the RTD is copied to all linked Client records and will be shown on their ‘Time Definition’ page. If they already have an RTD, it will be overwritten, although a warning message will be displayed:

Also, when linking a Client to a Framework, there is the same option to ‘Apply Rate Time Definition to Client’. If this box is ticked, the framework RTD is copied and applied to the Client record overwriting any RTDs already there.

It is possible to set a default RTD on the Client record. Use ‘Edit’ on the Time Definition page and select the default:

Note: If no relevant RTD exists on the Client record and the Client is linked to a Framework, the system will use the RTD from the Framework record.

Time Definition Page

The RTD is created on either the Rate Time Definition Page of a Framework record or the Time Definition Page of a Client record. Use the 'Add' button alongside each RTD to create the relevant RTD.

1. No RTD

The NO RTD means the user does not need to define the rates up front, only when they create the Job. It does not need to be set up in advance as it doesn’t use Frameworks or Rate Matrices instead, when creating a new Temp Shift job, new ‘Job only’ rates will be created.

Shifts can be added as required using the Shift Info page or the Temp Desk without considering whether there are valid rates in place. 

Please refer to the Creating Temp Job Shifts article which explains how this works.

When No RTD is selected, Which Rates to use? will default to New Job Rates and the New Temp Job Rates screen will be launched, ready for rate input:

Note: In Application Settings, users will see a new option for Job Creation defaults. This enables users to set all new Temp Shift Jobs created to ‘No RTD’ by default:

If you don’t have administrator privileges, please ask your Erecruit Representative to do this. 

2. Shift Rate Time Definition 

This is used to specify a Rate Type against a Shift Type, therefore allowing users to define the rate of pay for a shift type. Users will need the name of the shifts, the pay and charge rates for each shift and the start and end times of the shifts so the Shift Time Definitions can be set up.

A key difference between this and other RTDs is that the same Rate Type can appear multiple times in the table so long as it has a different shift types. For example:

  • For a shift type of Full Day, then a rate type of Basic will apply.
  • For a shift type of Night, then a rate type of Nights will apply.
  • For a shift type of O/T 1, then a rate type of Weekend Full Day will apply.
  • For a shift type of O/T 2, then a rate type of Weekend Night will also apply.

It is recommended the shift types are defined by using Shift Time Definitions on the Client page. Alternatively, the hours for each shift type can be input manually when creating the shifts. 

Note: The Rate Type code group is modifiable allowing users to create their own. Please ask your Erecruit representative for further information.

3. Timebands Rate Time Definitions

This defines the start and end times for any given day that a rate type applies. When using Time Bands, the shift times are not set, as the shifts can differ, but all will fall within the time ranges specified. This allows shifts to straddle different time bands and therefore use different rates of pay.

For example, 

  • For a rate type of Basic the hours relevant will be Monday to Friday 9am to 5pm.
  • For a rate type of OT/1 the hours relevant will be Monday to Friday 5pm to 8pm.

So, a shift set up from 3pm to 7pm will use a rate type of Basic from 3pm to 5pm, and a rate type of OT/1 from 5pm to 7pm.

When creating shifts for a job using Time Bands, the hours and days used must fall into the hours and days defined here to find the rate. For example, if a shift is set up on a Wednesday from 6pm to 9pm, the system won’t find a rate as the O/T 1 rate above only cover until 8pm.

Note: Shift types can be defined by using Shift Time Definitions on the Client page. Alternatively, the hours for each shift type can be input manually when creating the shifts. 

4. Daily Hours RTD

This defines the total number of hours worked in a day / 24-hour period that a Rate Type applies. If workers are paid overtime rates after a certain number of hours, a new Rate Type can be used.

 For example, a user may set up the following:

  • A Basic rate type will apply when 7 or less hours are worked on any 1 day between Monday and Friday.
  • An OT1 rate type will apply when between 8 and 10 hours are worked on any 1 day between Monday and Friday.

When creating shifts for a job using Daily Hours, the hours and days used must fall into the hours and days defined here to find the rate. For example, if a shift is set up on a Wednesday from 7am to 9pm, the system won’t find a rate as the Basic and O/T 1 rates above only cover 10 hours not 14.

Note: Shift types can be defined by using Shift Time Definitions on the Client page. Alternatively, the hours for each shift type can be input manually when creating the shifts. 

5. Weekly hours 

This defines the total weekly hours worked in a week / 7 day of 24 hours that a rate type applies. If workers are paid overtime rates after a certain number of hours, a new Rate Type can be used.

For example, a user may set up the following:

  • A Basic rate type will apply when 37 or less hours are worked in a week.
  • An OT1 rate type will apply when between 38 and 40 hours are worked in a week.

Premiums

For each rate type defined within a rate time definition, a ‘Rate Type Category’ needs to be selected. The options are ‘Standard or Premium’. The ‘Premium’ rate type category enables a user to add a supplementary pay rate for a Temp Shift Job.

For example, perhaps most of the shift a Nurse works uses her standard rate but for 2 hours in the afternoon she must administer drugs, and that part of her shift should be paid at a Premium. A Premium is a rate paid on top of Standard rates. 

In this scenario, the Standard rate for the nurse is £12.00 an hour and the Premium rate is £2 per hour. These rates can be set up as Basic £12 and Miscellaneous £2 (this is what we are calling the premium rate).When defining the RTD it can be applied as such:

This premium rate can be selected when creating shifts and when creating timesheets. If selected, then for those 2 hours the nurse will get £14 per hour. See the Creating Shifts article.

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