Shift Differential Setup

This is Time & Labor functionality. To have Time & Labor enabled, contact your Account Manager.

The Shift Differentials feature empowers you to define shifts. This feature gives you the flexibility to set distinct rates for payment and/or billing based on the hours worked within a specified shift.

Contact your Account or Relationship Manager to get Shift Differentials enabled.

After Shift Differentials have been enabled, you need to set them up. Follow the steps below to complete the Shift Differential setup.

Add Shift Differentials to the Company and Map Earn Codes

A Shift Differential needs to be added for each shift that has a different rate. Adding a Shift Differential to the Company defines the shift so that it may be used later.

1. Open a Company record and navigate to the Shifts tab.
2. Click Add Shift Definition.
3. In the Add Shift Definition pop-up, enter the following information:
   • Type: Enter what type of shift you are creating.
     • For example, Night Shift.
   • Short Name: Enter the shorthand version/nickname of your shift.
     • If no shortened version of the name exists, enter the same name as the Long Name.
   • Long Name: Enter the name you want to give the shift.
     • This should be the same name you designated on the rate card you created for this shift.
   • Start Time: Enter the time you would like the shift to start.
   • End Time: Enter the time you would like the shift to end.
   • Days: Select the days of the week to which you would like the apply the Shift Differential rate.
     
4. If the shift requires a different rate than your base rate, click Add Mapping.
   • If you don't want to add any earn code mapping, skip the next two steps.
5. Click the Source Earn Code Group field then select the earn code you want to associate with this shift.
6. Click the Target Earn Code Group field then select the earn code to which you want to map the source earn code to.
7. Click Save.

To learn more about earn codes, see Earn Codes.

Rate Card Configuration

Configure rate cards to ensure that the rate for the identified shift is available on the rate card.

If the appropriate rate cards were not added beforehand or need to be adjusted, see Placement Rate Cards.

1. In the Placement record, click the Rate Cards tab.
2. Click Edit.
3. Add the desired rates for each of the Source Earn Code and Target Earn Code you mapped above.
   
4. Click Save.

Assign Shifts

Shifts need to be assigned to the Placement so that the correct shift can be identified and priced when the worker clocks-in/clocks-out.

1. In the Placement record, navigate to the Placement Shift Sets tab.
2. Click Edit.
   
3. Click Assign Shift Definitions.
4. Click the Shift Definitions field and enter the Shift Differential you created in Add Shift Differential.
5. Select the Shift Differential.
6. Click Assign.
   
   

After your time has been entered and identified as specific shifts, pay and bill transactions will reflect the shift differential rates accordingly.