Globalization, demographic trends, and technology advancements create tremendous complexity for the personnel managing the rate, time, and expense functions of your contingent workers and third-party services.
Simplify those tasks using the Mass Amendments feature to quickly add earning codes, bill rates, and pay rates on multiple assignments when rates and rate rules change. You can synchronize bill and pay rates with your system rate cards to add missing earning codes or define new bill and pay rates to apply to a group of assignments.
You can also use Beeline’s complex rate features, such as Bill Rate Spreadsheet, Cost Rates, and trueRATE, to help your organization keep up with changing Contractor pay rates, Supplier markup adjustments, and automate bill rates based on the appropriate variables for your program. Then easily recalculate and align target rates on multiple active assignments using the Mass Amendment feature.
Plus, you can quickly update rates on the fly while assignments are in progress. Assignments details are immediately updated, rates are correctly calculated, and your contingent workforce spend is on track!
To manage rates on multiple assignments, complete these steps.
- Navigate to Mass Amendments > Revise Assignments, and then filter and sort assignments as needed.
- From the Assignments list near the bottom of the Select Assignments to Amend page, select the assignments you want to amend.
- Select Amend Assignments from the top or the bottom of the Select Assignments to Amend page. A Mass Amendment page displays.
- In the Amendment Start Date field, enter the date you want your changes to be applied.
- Optional: In the Amendment End Date field, enter the new date you want the assignments to finish.
- From the Modification Reason list, select the basis for your changes. The Modification Reasons list includes global event explanations for amending assignments, such as Bill Rate Change, Do Not Rehire, accepted another offer, and much more.
- In the Modification Comments field, enter an explanation for why you’re amending the assignments.
- In the Amendment section, update the portions of the assignments you want to change, such as the Timesheet Approver, the Admin Cost Center, and much more.
TIP: Fields available in the Amendment frame vary based on your organization’s program needs. - To recalculate and align target rates on active assignments, select the Sync Rate Cards checkbox in the Sync Rate Cards section.
TIP: If you use a complex rate feature and you’ve updated markup or a component value, selecting the Sync Rate Cards refreshes the rate calculations and ensures that target rates on the active assignments you select are amended to match your updated markup or component value. - To change assignment bill rates, take these actions from the Update Assignment Bill Rates section:
- Select Add Item.
- Select an earning code from the Earning Code list, or use the Search icon to open the Procurement Earning Code Select dialog and then choose a code, such as double overtime, overtime, non-billable, or regular time.
- From the Rate Adjustment Type list, select Percentage Increase, Percentage Decrease, Fixed Amount Increase, or Fixed Amount Decrease.
- In the Rate field, enter a percentage or a currency amount.
- If the earning code applies to weekend rates, select Percentage Increase, Percentage Decrease, Fixed Amount Increase, or Fixed Amount Decrease from the Weekend Rate Adjustment Type list.
- In the Weekend Rate field, enter a percentage or a currency amount.
TIP: If your organization uses a Pay to Bill model where the bill rate is calculated, you cannot change the Bill Rate. A warning displays for assignments associated with that model. Rates for assignments that aren’t associated with a Pay to Bill model are updated.
- To change assignment pay rates, take these actions:
- Select Add Item.
- Select an earning code from the Earning Code list, or use the Search icon to open the Procurement Earning Code Select dialog and choose a code, such as double overtime, overtime, non-billable, or regular time.
- From the Rate Adjustment Type list, select Percentage Increase, Percentage Decrease, Fixed Amount Increase, or Fixed Amount Decrease.
- In the Rate field, enter a percentage or a currency amount.
- If the earning code applies to weekend rates, select Percentage Increase, Percentage Decrease, Fixed Amount Increase, or Fixed Amount Decrease from the Weekend Rate Adjustment Type list.
- In the Weekend Rate field, enter a percentage or a currency amount.
TIP: If your organization uses a Bill to Pay model where the pay rate is calculated, you cannot change the Pay Rate. A warning displays for assignments associated with that model. Rate for assignments that aren’t associated with a Bill to Pay model are updated. You cannot change the pay rate for services procurement assignments.
- To define a new bill rate to apply to all selected assignments, take these actions from the New Assignment Bill Rates section:
- Select Yes from the Sync Missing Earning Codes with Bill Rates from System Rate Card list in the to synchronize missing earning codes with bill rates.
- Select Add Item.
- Select an earning code from the Earning Code list, or use the Search icon to open the Procurement Earning Code Select dialog and choose a code, such as double overtime, overtime, non-billable, or regular time.
- From the Override Type list, select Manual or Percentage.
- In the Rate field, enter a bill rate amount or a percentage to match the override type you selected.
- From the Rate Type list, select the kind of rate to which the earning code applies, such as Daily, Hourly, Monthly, or Fixed Amount.
- To define a new bill rate to apply to all selected assignments, take these actions from the New Assignment Pay Rates section:
- Select Yes from the Sync Missing Earning Codes with Pay Rates from System Rate Card list in the to synchronize missing earning codes with pay rates.
- Select Add Item.
- Select an earning code from the Earning Code list, or use the Search icon to open the Procurement Earning Code Select dialog and choose a code, such as double overtime, overtime, non-billable, or regular time.
- From the Override Type list, select Manual or Percentage.
- In the Rate field, enter a bill rate amount or a percentage to match the override type you selected.
- From the Rate Type list, select the kind of rate to which the earning code applies, such as Daily, Hourly, Monthly, or Fixed Amount.
- Select OK to save your changes to all the assignments you selected.
A warning displays alerting you to the number of assignments you’re amending. - Select OK. The changes you made are applied to the assignments you selected.
TIP: Force flags, such as Cost Centers on projects, are maintained when you amend assignments.
Warnings display for any changes you attempt to make that aren’t permitted, and an error message displays for any changes you attempt to make that cannot be validated.
Next steps...
- Learn how to use quick links for frequent changes.
- Learn how to manage amendments in progress.
- Discover how to manage assignment event reasons.
Documentation release: Beeline Q4 2023