Adding PBCodes

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Adding PBCodes

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Open the Administration application.

Select the Pay and Bill tab on the left of the window.

Select the PBCodes tab displayed at the top of the window.

The PBCodes window will be displayed.

 

Example PBCode

Example PBCode

 

All existing PBCodes will be listed on the left of the window.

To add a new PBCode, enter the code name in the PB Code field. This is the name that will be displayed throughout the PeopleHours™ applications.

Next enter the code description in the Description field

Next select the entity within the application against which the rule is to be applied. The entities to which PBCodes can be attached are listed in the table below.

A PBCode can be attached to many entities; this is achieved by using standard browser functionality.

i.e. To select a contiguous number of options, select the top item, hold down the Shift key and select the bottom items. All of the items between the selected items will be highlighted.

 

To pick items from the list, hold down the Ctrl key and click on each of the required icons.  All of the selected items will be highlighted.

 

The entities used are listed in the table below:

 

Application Entity

Used For

Branch

Branch specific pay or billing

Contract

Location (customer) contract pay or billing

Event Type

Specific event type pay or billing

PB Rule

PB Rule

Post

Specific post related pay or billing

Public Holiday

Public holiday scheme pay or billing

Qualification

Qualification allowance entitlements

Reason

Event change reason driven pay or billing

Terms

Employee contracts pay or billing

 

Clicking on the ‘Save’ button to save the data.  Your new PBCode will be displayed in the list.

If you wish to save the current PBCode and add another new one, click on the 'New' button. The displayed data will be saved and a new blank record will be created.