Configuring proration rules for timesheets

Proration rules determine whether a worker receives the full monthly rate or a prorated amount based on the hours recorded in their monthly timesheet.

Before you begin

  • You must have administrator access to Professional.

Steps

To configure proration rules for timesheets, perform the following steps:

  1. Sign in to Professional.

  2. In the left navigation, go to Settings  Spend  Timesheet Settings.

  3. Select the Timesheet Rules tab.

  4. Select Add (+).

  5. In the Create a Rule window, enter a Name and Reference ID, and then select Create.

  6. Configure the input and output conditions for the proration rules.

Example

The following configuration determines the percentage of a worker’s monthly rate paid based on the hours recorded in their monthly timesheet, relative to their contracted monthly hours:

  • More than the contracted monthly hours: Overtime

  • At least 75% of the contracted monthly hours: 100% of the agreed monthly rate

  • At least 50% but less than 75% of the contracted monthly hours: 60% of the agreed monthly rate

  • 50% or less of the contracted monthly hours: 40% of the agreed monthly rate

proration rules configuration
Figure 1. Proration rules configured on the Timesheet Rules tab
The thresholds in this example are illustrative. Configure the rules according to your organization’s payment and overtime policies.

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