Agreement Templates - Agreement Details
Updated
by
Leigh Hutchens
This article relates to Classic.
The Agreement tab contains basic settings regarding the employment terms for this employee group.
Give the template to name, e.g. Monthly. On the right, you have the option of copying all settings from a different agreement template in order to create a new one, which is useful if the settings are similar and just a few changes are needed.
Salary
To view payroll costs in Quinyx, you can define a standard payrate in the agreement template by clicking the Add button. Quinyx will then automatically calculate an average salary.
The calculation monthly salary / (4.2857 weeks * working hours per week) is used by default. ( For example: Monthly salary 25 000 / (4.2857 * 40) = Hourly cost 145.83)
You also have the option, using a divisor which you set yourself, to allow Quinyx to calculate an average hourly salary. In this case, you add a Custom divisor by entering how many working hours per month that the monthly salary should be divided by.
There is support for different pay levels in different date spans in one agreement. If there is no new pay level under the existing one, it is deemed to be "continuous". However, this function is generally more relevant in individual agreements than in agreement templates.
Salary adjustments
Salary adjustments can be based on the following criteria:
- The age of the employee
- The number of years for which the employee has been employed
The tabs can be accessed in both agreement templates and individual agreements under the tab Agreement → Salary adjustments. When you want to add a new rule, you start by selecting a starting point for the calculation (the same month, exact date, or the next calendar month) and then click the Add button. When you add a salary adjustment, you also have the option of setting a negative value in order to make a deduction, e.g. by typing -5 in order to reduce the basic pay by 5 Euro. Not placing a sign before the value is counted as making an addition. If the pay is to be adjusted on the basis of age, for example, you enter a basic salary under the Salary tab and then the supplement, not the total under the Salary adjustments tab.
Social costs
Start by clicking Add to configure the settings for social costs.
Quinyx can take social costs into account in order to increase the accuracy of calculated staff costs. Both social and leave costs can be defined, and these may vary depending on the age of the employee (it is important to specify the correct date of birth for all employees).
Social and leave costs are added as a percentage of the employee's standard costs. If these additional costs are missing from the employee's agreement, they are taken from the agreement template. If they are missing from there as well, they are taken from the unit settings.
It is possible to select a period where the staff's basic pay (monthly pay/hourly pay) is not to be included in the staff cost summaries under Schedule and Time. This function is used mainly in Norway.
Calculation period and working time quota
The schedule period is applicable to the employee and how many hours are to be worked over the specified period, on average.
Working time quota on full-time employment - state 40 hours over 7 days, for example.
In the example, the employee must work 5 days in a normal week as per the agreement, which means that the nominal time will be 8 hours per day. Quinyx can then calculate the number of hours for which an employee is to be scheduled and work over any period.
Nominal hours sometimes has to be deducted for posted public holidays bit those settings are made under the UT/Overtime/Bank holidays menu. However, it is therefore important to ensure that you have the right value for the number of working days per week, i.e. the right number of nominal hours per day.
The schedule period can be calculated on the basis of the number of months, weeks or days. To set weeks as the calculation period for the calculation, use the radio button for days. One week is equal to 7 days in the configuration. After that, you enter the date from which the period starts.
For example, if you have a calculation period of 4 weeks. Enter 28 days (7 days * 4 weeks is 28 days) with a start date for the period.
If the calculation period is equivalent to one calendar month, select the upper radio button and enter 1 month starting on the 1st of the month. Quinyx will then calculate the period based on calendar months, regardless of how many days there are in the months. Check what applies at your workplace.
In some workplaces the nominal time per month is broken down according to season, for instance. In this case, you can set the different month's nominal times under the Monthly hours tab in the agreement template.
Employment rate
Employment rate is generally 100% in an agreement template, but this can be changed for each individual so that Quinyx can calculate how much work a part-timer should do.
You can set up different employment rates with a new start date in individual agreements. If you add an additional employment level to the agreement, this will come into force as of the date you enter under "start date". If there is no new employment level under the existing one, it is deemed to be "continuous". This functionality means that you do not need to create a completely new agreement if the employee's employment level is changed.
Balance period
The balance period allows you to track employees scheduled and worked hours in relation to a long-term work quota. By way of example, this can be used to follow up on annual working hours of 2080 hours. The work quota can be defined over a span of either X months or X days, with a specified start date. Note that this can only be entered in the employee's main agreement.
When the work quota has been defined, it is easy to follow up scheduled hours against annual working hours.
Break calculation rules
It is possible to create "Break calculation rules" in individual agreements and agreement templates. The default settings are created under the Schedule tab and the Shift types menu. Adding it in the agreement template however, means you can have different break calculation rules for different employees within the organisation.
The default setting is to use the standard break calculation rules.
Under Miscellaneous, define a comment linked with the agreement template and select a PDF form for employment agreements if you use e-signing (separate service).
