Creating a Wage Agreement

To track employee costs for public holiday, overtime, penalty rates, and other conditions in WFM, you must set up a wage agreement.

Guidelines for Creating a Wage Agreement

Before you create a wage agreement, note the following guidelines.

• If you are looking to update the rates and conditions for an existing agreement, for situations such as rate updates at the end of financial year, you should create a new revision rather than a new agreement. For more information, see Creating a Revision.

• In Australia, the start date of the current revision of the wage agreement is typically the first day of the first full pay run in that period. Only enter a finish date if this agreement ends on a specific date and will not be renewed.

• You can still add, delete, or update conditions after you create an agreement.

To create a wage agreement:

1. Go to Workforce Management.

2. Go to Setup > Wage.

   A list of the available wage agreements appears.

3. At the bottom of the page, click + New Wage Agreement.

   The Wage Agreement wizard opens.

   Important:

   To ensure your wage agreement selections are saved, complete all the sections before you go out of the wizard.

4. On the Agreement Name section, complete the fields, then click Next.

   • Name – Enter the name of the agreement. For example, Sample Company Subsidiary.

   • Country – Select the country where the agreement applies, For example, Australia.

5. (Optional) On the Availability section, from the Available Choices panel on the left, select the locations where the shifts of the agreements are based.

   For example, if your employees cross state lines and get paid under a different award or agreement, you can customize the locations where this agreement applies.

   • If you want to select all states, click Choose All. To move your selections to the Chosen Items panel on the right, click the blue right arrow symbol in the middle of the panels.

   • If you want to clear your selected items, click Clear All.

6. When you’re done or if you do not need to limit the agreement to specific locations, click Next.

7. On the Starting Date section, complete the fields, then click Next.

   • Start Date – Select the date when the agreement will start to apply.

   • Finish Date – Select the date when the agreement will end. If the agreement has no known end date, leave blank.

8. On the Conditions section, complete the actions, then click Next.

9. From the list of default conditions, select those that apply to the agreement.

   Selected conditions are highlighted in green. If you want to exclude a selected condition, clear the box.

10. On the Confirmation section, review your previous selections.

11. If you need to update a selection, click Change beside the section name.

12. Click Create.

After creating your agreement, you can continue setting up your wage agreement. See Setting up a Wage Agreement.

General Notices