Include Base Rate Progression Fields

XML Forms Guide
Version
R2024.1.1
Include Base Rate Progression Fields

In Dayforce, users adjust base rate progression in the Work > Base Rate Progression screen of People. The Adjustment and Business Date fields from that screen can be also be added to an XML form that users can submit to save new adjustment transactions.

For example, say that an organization has a base rate progression where new employees receive 85% of the regular rate during a three month probationary period. Now, say that the system didn’t originally give an employee credit for one day during that period. To correct this, you can submit a form with 1 entered in the Adjustment field and the date the employee worked in the Business Date field. Once the form is processed, the application adds an adjustment transaction for one day to the Work > Base Rate Progression screen of People, bringing the cumulative value up to date.

The Work > Base Rate Progression screen of People also includes the Rate Level field, which isn’t supported for the XML form. However, when you submit the form, the Rate Level field of the Work > Base Rate Progression screen is automatically populated based on the value you entered in the form's Adjustment field.

To configure this functionality, the application provides the following binding properties that you can use to create base rate progression fields:

  • For Adjustment: List_EmployeeBaseRateTransaction.Delta
  • For Business Date: List_EmployeeBaseRateTransaction.BusinessDate
  • For Comment: BaseRateTransaction.Comment

Code Example

This is an example of XML code for a form with base rate progression fields:

Copy 
<WF_DynamicForm>
    <DataClass>Employee</DataClass>
    <ValidationRule Type="BaseRateProgressionValidationRule" Event="OnSubmit" />
    <FormHeader>
        <Style>header</Style>
        <Title>Base Rate Progression Form</Title>
    </FormHeader>
    <EmployeeHeaderPanel>
        <Style />
    </EmployeeHeaderPanel>
    <UsedClass>
        <Name>List_EmployeeBaseRateTransaction</Name>
        <DefaultStatus>Insert</DefaultStatus>
        <AddNewInstanceIfEmpty>true</AddNewInstanceIfEmpty>
        <Mode>None</Mode>
    </UsedClass>
    <FormBody>
        <Style>IVFormBody</Style>
        <Block>
            <Style />
            <NumberOfColumns>1</NumberOfColumns>
        </Block>
        <Label>
            <Style>IVLabel</Style>
            <Row>3</Row>
            <Caption>lblBusinessDate</Caption>
            <Visible>True</Visible>
            <MarkAsRequired>False</MarkAsRequired>
        </Label>
        <Field>
            <Style>IVDatePicker</Style>
            <Row>3</Row>
            <BindingProperty>List_EmployeeBaseRateTransaction.BusinessDate</BindingProperty>
            <Visible>true</Visible>
            <IsRequired>false</IsRequired>
        </Field>
        <Label>
            <Style>IVLabel</Style>
            <Row>4</Row>
            <Caption>lblAdjustment</Caption>
            <Visible>True</Visible>
            <MarkAsRequired>False</MarkAsRequired>
        </Label>
        <Field>
            <Style>IVTextBox</Style>
            <Row>4</Row>
            <BindingProperty>List_EmployeeBaseRateTransaction.Delta</BindingProperty>
            <IsRequired>false</IsRequired>
        </Field>
        <Comment>
            <Row>5</Row>
            <CommentField>List_EmployeeBaseRateTransaction.Comment</CommentField>
            <IsReadOnly>False</IsReadOnly>
            <IsRequired>False</IsRequired>
        </Comment>
    </FormBody>
</WF_DynamicForm>

Validation

When you add the Adjustment and Business Date fields to a form, Dayforce enforces the same validations that are present in the Work > Base Rate Progression screen of People:

  • The employee must currently have a base rate policy assigned.
  • You can't select a business date before whichever of the following comes first:
    • 106 weeks in the past.
    • The employee's hire date, or most recent hire date if they were rehired.
  • The adjustment value can be positive or negative. It must be numeric and can support two decimal places.
  • You can't enter an adjustment value that would place the employee's cumulative value below zero. The employee's cumulative value is displayed in the Work > Base Rate Progression screen. For example, if an employee has a cumulative value of 10 days, and you enter an adjustment of -11 in the form, a validation error appears.
  • You can't enter a past or future date on which you don’t have a base rate policy assigned. For example, say you have a base rate policy that has been effective since 1/1/2019, but you enter a business date in 2018 when you didn’t have a base rate policy. In this case, the form displays an error.
  • You can't select a business date prior to the start date of the rate level.

See the following topics in the Dayforce Implementation Guide:

  • "Work > Base Rate Progression" in the "Employee Administration" section
  • "Configure Base Rate Progression"