Rating

When adding or updating a timesheet cell, the system will perform a number of lookups and validations to determine various attributes to record along with the time entry.

Rating of a specific timesheet cell requires establishing values for all of the following attributes using the describe rules:

Bill Organization

• Bill organization comes from the charged project's organization unless overridden by an assignment.

Cost Organization

• Cost organization comes from time owner's organization unless overridden by an assignment.

Cost Structure Labor Element

• Cost structure labor element comes from time owner's rate effective as of the time slip's rating date1 unless overridden by an assignment.

Location

• Location comes from the user provided value on the time slip unless it is being derived. If derived, it comes from the person's default location for the charged project2 unless overridden by an assignment.

Labor Category

• Labor category comes from the user provided value on the time slip unless it is being derived. If derived, it comes from the person's default labor category for the charged project3 unless overridden by an assignment.

PO/Line#

• If the project requires a Non-Employee (PO) to use a PO (see Project Profile >> Time tab), the PO/Line # field will be populated for user's classified as Non-Employee (PO) on any day during the timesheet's time period. Each timesheet cell for a Non-Employee (PO) is mapped to an Open Purchase Order based on project, labor category, and date. See Purchase Order Assignments for more information.

   

Bill Rate

• Bill rate is determined by bill rate source4. Bill rate source4 comes from the charged project unless overridden by an assignment.

Base Cost Rate

• Cost rate base is the cost rate before application of any necessary pay code factors. Base cost rate is merely an intermediate step in determining cost rate. If dilution is enabled and the time owner is exempt (salaried) as of the time slip's rating date1, the base cost rate will always be the time owner's cost rate effective as of the time slip's rating date1. Otherwise, the base cost rate is located via cost rate source4. Cost rate source4 comes from the charged project unless overridden by an assignment.

Cost Rate

• Cost rate base is the same as base cost rate unless a pay code factor needs to be applied. If a pay code factor is to be applied, cost rate is the product of base cost rate and the pay code factor from the charged pay code.

Additional Pay Rate

• Additional pay rate comes from charged pay code's rate effective as of the time slip's rating date1.

Effective Bill Rate

• Effective bill rate is always set to bill rate.

Effective Cost Rate

• Effective cost rate is cost rate plus additional pay rate unless a dilution factor needs to be applied. If a dilution factor is to be applied, effective cost rate is the (product of cost rate and the applicable dilution factor as determined by the dilution process) plus additional pay rate.

Effective Hours Worked

• Effective hours worked is the same as hours worked unless a dilution factor needs to be applied. If a dilution factor is to be applied, effective hours worked is the product of hours worked and the applicable dilution factor as determined by the dilution process.

FOOTNOTES:

1 rating date: Rating date is always the work date of the time slip, unless the time slip is in an overlap time period and the system property unatime.weekly_overlap.rate_align is true. If the time slip is in an overlap time period, and the previous property is true, and the time slip's work date is the last day of the time period, the rating date will be the day before the work date.

2 person's default location for the charged project: If the time slip owner has a default location that is valid for the charged project, the person's default location will be used. If the time slip owner has no default location, or their default location is not valid for the project, the project's default location will be used.

3 person's default labor category for the charged project: If the time slip owner has a default labor category that is valid for the charged project, the person's default labor category will be used. If the time slip owner has no default labor category, or their default labor category is not valid for the project, the project's default labor category will be used. Note that only project's that require a labor category have a default labor category, and for project's requiring a labor category, the default labor category is determine as the first available labor category for the project where order is determine by labor category name.

4 rate source: Rate source designates the value source for a given rate. Rate source can be PERSON for person rates, LABOR_CATEGORY for labor category rates, or OVERRIDE for assignment override rate. For Non-Employee (PO) users with a PO assignment on the timesheet cell, the source will be the cost rate from the PO assignment.

Actions/Processes That Can Trigger Rating/Re-Rating

• Save of timesheet
• Save of timesheet for end-user adjustments
• Save of admin adjustment against timesheet
• Creation of new timesheet
• Time Import
• Save of Person Rate
• Change to project labor categories
• Change to master labor categories
• Change to project locations
• Change to master location
• Change to assignment
• Certain project changes:
  • Change to use labor category
  • Change to bill rate source
  • Change to cost rate source
  • Change to default location
  • Change to assignment level
  • Change to start and/or end date