Earn Code Integration with
An Earn Code is a unique identifier used to categorize the types of transactions associated with an employee, such as but not limited to:
- Rate: Weekend, REG, OT pay
- Dollars: Bonus, Per Diems, Background Check
- Units: Quantity of reported transactions
Earn Codes ensure that employees are paid correctly and the customer is billed correctly. They can be entered by the employee, generated automatically, or modified by an administrator.
Create an Earn Code Template for Earn Codes that are frequently used together. Users can select the template when creating a new Rate Card instead of each Earn Code individually.
The steps below are specifically for environments using Rate Cards. If Rate Cards are not enabled, you will need to add Adjustment Codes manually to BTE, ensuring they match the Earn Codes in . See Manage Adjustment Codes for steps outlining how to manually add Adjustment Codes and Change Adjustment Code Sort Order to change the order Adjustment Codes appear in.
In order for Time & Expense transactions to be processed properly, Earn Codes must be synced from the ATS Earn Codes list to the corresponding BTE Adjustment Codes list. They do not sync automatically.
- Ensure the Earn Codes are set up properly in .
- For steps on adding a new earn code, see Adding Earn Codes.
- For steps on managing existing earn codes see Managing Earn Codes.
- The new Adjustment Codes do not automatically sync to BTE. Contact Support to have them pull the new codes into BTE.
Once the codes are synced they can be used via your company’s time entry methods. If you need to edit an Earn Code that has already been pulled into BTE and been used, best practice is to create a new Earn Code. The original Earn Code can then be set as Inactive in the ATS.