Appendix: Shifts and Assignments — Examples and Use Case Scenarios

This chapter provides examples of:

• Shifts used in PeopleSoft Services Procurement.

• Shifts and assignments — use case scenarios.

Shifts Used in PeopleSoft Services Procurement

This section discusses how shifts can be used in PeopleSoft Services Procurement.

Shift Example

Work Order 1000 is created and released for a service of IT Worker with a rate of $35 per hour with duration of 07/01/99 to 06/30/2006. The service provider will be spending some time on the swing shift, which may qualify for special pay. The following shift definitions are applicable over the course of the work order:

Swing Shift Definition

Swing Shift by Service Definition for IT Worker

Swing Shift by Service Definition for IT Worker based on Time Template

Selected Timesheet Information for Work Order 1000

This table outlines specific timesheet information that was entered for Work Order 1000:

Criteria for Shift Display and Selection on Timesheet

This section discusses how the shift value affects the information that is displayed on the timesheet.

1. Is the time template defined to automatically derive shift?

   • If answer is Yes, System derives the appropriate shift based on the start and end times from the template.

     Is there an effective dated record defined for the shifts by service for the date worked? If Yes, what is the Shift Attributes setting for the shift on this date?

     - Use Default Shift Definition: Skip steps 2 and 3; Shift column is not displayed on timesheet, but shift pay is applied based on rate from the Shift definition for the date worked.

     - Define for this Service: Skip steps 2 and 3; Shift column is not displayed on timesheet, but shift pay is applied based on Shift by Service definition for the date worked.

     - Disable Shift for This Service: Skip steps 2 and 3. Shift column is not displayed on timesheet and no shift pay is applied.

     If answer is No: Skip steps 2 and 3; Shift Column is not displayed on timesheet and no shift pay is applied.

   • If answer is No, go to step 2.

2. Is there an effective dated record defined for shifts by service for any dates within the timesheet date range?

   If answer is:

   • Yes: What is the Shift Attributes settings for the shifts during the timesheet date range?

     - All are set to Use Default Shift Definition or Define For this Service: Shift column is displayed on timesheet, and all shifts are available for selection. Go to step 3

     - Some are set to No Longer Valid: Shift column is displayed on timesheet, and all shifts with a Shift Attributes setting except Disable Shift for This Service effective somewhere within the date range are available for selection. Go to step 3.

     - All are set to Disable Shift for This Service: Shift column is not displayed on timesheet. Skip step 3.

   • No: Shift column is not displayed on timesheet. Skip step 3.

3. Has a shift been selected for the time line?

   If the answer is:

   • Yes: Is there an effective dated record defined for shifts by service for the specific date associated to the hours column?

     If Yes, then what is the Shift Attributes setting for that effective date?

     - Use Default Shift Definition: Hours field is accessible for that date. System uses rate information from Swing Shift Definition for the date that hours were worked, and replaces or augments work order rate accordingly.

     - Define for this Service: Hours field is accessible for that date. System uses rate information from Swing Shift and IT Worker Service Definition for the date that hours were worked, and replaces or augments work order rate accordingly

     - Disable Shift for This Service: Hours field is not accessible for that date. No hours can be associated to the shift for that date.

     If No, Hours field is not accessible, no hours can be associated to the shift for that date.

   • No: Hours field is not accessible for that date, and no hours can be associated to the shifts for that specific date.

Shifts and Assignments — Use Case Scenarios

The following are use cases using shifts and assignments.

1. Shift Pay: Certain time of day is paid at a fixed amount over the standard rate.

   • Base Pay: $10.00 per hour

   • Pay for time of day: $.25 per hour

   • Markup: 3%

   Bill Rate for Base Pay hours: $10.30 per hour ($10.00 + 3%)

   Bill Rate for Shift Pay hours: $10.56 per hour ($10.25 + 3%)

2. Shift Pay: Certain time of day is paid a percentage over the standard rate.

   Note. Service Provider’s work hours for a single day may cross multiple shifts, and a shift may cross multiple days.

   • Base Pay: $10.00 per hour

   • Shift 2: Base rate plus 10%

   • Shift 3: Base rate plus 15%

   • Markup: 3%

   Bill Rate for base pay hours: $10.30 per hour ($10.00 + 3%)

   Bill Rate for shift 2 hours: $11.33 (($10.00 + 10% = $11.00) + 3%)

   Bill Rate for shift 3 hours: $11.85 (($10.00 + 15% = $11.50) + 3%)

3. Shift Pay Plus Overtime: Certain time of day is paid an additional shift rate on top of the standard rate, and overtime is paid a percentage over the shift pay rate.

   Note. Overtime may be defined as more than a specified number of hours in a day or more than a specified number of hours in a week.

   • Base Pay: $10.00 per hour

   • Shift 2: Base rate plus 10%

   • Shift 3: Base rate plus 15%

   • Overtime: Rate in effect plus 50%

   • Markup: 3%

   Bill Rate for base pay hours: $10.30 per hour ($10.00 + 3%)

   Bill Rate for overtime using Base Pay hours: $15.45 per hour (10.30 + 50%)

   Bill Rate for shift 2 hours: $11.33 per hour(($10.00 + 10% = $11) + 3%)

   Bill Rate for overtime using shift 2 hours: $17.00 per hour ($11.33 + 50%)

   Bill Rate for shift 3 hours: $11.85 per hour (($10.00 + 15% = $11.50) + 3%)

   Bill Rate for overtime using shift 3 hours: $17.78 per hour (11.85 + 50%)

4. Assignment Pay: Special rate paid when on call or called out.

   • On call amount paid per hour:

     - On call rate: $5.00 per on call hour

     - Call out fee: $100 per call out incident

     - Call out rate: $20 per call out hour

     - Markup: 5%

     Bill Rate for hours on call: $5.25 ($5.00 + 5%)

     Bill Rate for hours called out: $21.00 ($20.00 + 5%)

     Additional Billed Amount - Fixed fee per call out incidence: $105.00 ($100.00 + 5%)

   • On call amount paid at a fixed fee, hours are not recorded:

     - On call rate: $50.00 per on call period

     - Call out fee: $100.00 per call out incidence

     - Call out rate: $20.00 per call out hour

     - Markup: 5%

     Billed amount per on call shift: $52.50 ($50.00 + 5%)

     Bill Rate for hours called out: $21.00 ($20.00 + 5%)

     Additional Billed Amount - Fixed fee per call out incidence = $105.00 ($100,00 + 5%)

   • On call amount paid at a fixed fee, but hours are still recorded:

     - On call rate: $50.00 per on call period plus $5.00 per on call hour

     - Call out fee: $100.00 per call out incidence

     - Call out rate: $20.00 per call out hour

     - Markup: 5%

     Bill Rate for hours on call: $5.25 ($5.00 + 5%)

     Additional Billed Amount - Fixed fee per on call shift: $52.50 ($50.00 + 5%)

     Bill Rate for hours called out: $21.00 ($20.00 + 5%)

     Additional Billed Amount - Fixed fee per call out incidence: $105.00 ($100.00 + 5%)

The following additional use case covers the scenario where both shifts and assignments are applicable to the same work order:

Combined Shift and Assignment Pay: Certain time of day is paid at a fixed amount over the standard rate, certain type of work is paid at a percentage over the standard or shift rate.

• Base Pay: $10.00 per hour

• Pay for time of day: $.25 per hour

• Pay for type of work: 20%

• Markup: 3%

Bill Rate for Base Pay hours: $10.30 per hour ($10.00 + 3%)

Bill Rate for Shift Pay hours: $10.56 per hour ($10.25 + 3%)

Bill Rate for Assignment Pay hours: $12.36 per hour (($10.00 + 20% = $12.00) + 3%)

Bill Rate for Combined Shift and Assignment Pay hours: $12.67 per hour (($10.25 + 20% = $12.30) + 3%)