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Mass Labor Rate Change Using Automations

Process Overview

The example for this process is Joe, Mary, and Susan all have a rate called Standard with an Effective On date of 1/1/2016 and a blank Expires On date. They all received a raise as of 1/1/2017. Many logs have been created using the old rate after 1/1/2017.

We need to update all logs for these three people on or after 1/1/2017 to reflect the raise.

  1. Export a list of labor rates that require an update. All laborers who have rate changes and have logs that should use the new rate.
  2. Import a dummy rate for the exported laborers. This new dummy rate should be created for the correct dates—in our example 1/1/207 through 12/31/2017.
  3. Update the Rate Name of the bad logs (the ones since 1/1/2017) to Dummy.
  4. Expire the Standard Rate with a date of 12/31/2016.
  5. Update the dummy rate name to Standard (cascade happens).

This explains how to change Labor rates when log records using those rates already exist. This is a multistep process that requires familiarity with Cartegraph's Import and Export feature.

You must have administrator rights to access this feature.

A Cartegraph OMS license is required to use Automations.

Select Labor Rates to Update

This step provides a list of the labor rates that require an update.

  1. From Cartegraph Administration, select Import/Export.
  2. Create an import/export format from the Format Editor.
  3. Select the Category Resources and the Type Labor/Rates.
  4. Name the format Select Labor Rates Requiring an Update.
  5. Select the Use Filter check box.
  6. Create and apply a filter for the employees this rate change applies to. Make note of the filter used in this step for use later in the process.
  7. In the Fields tab, select the following fields:
    • <Parent ID>
    • Effective On
    • Expires On
    • Rate
    • Rate Name
    • <CgId>
  8. Save the format.
  9. In the Format Editor, run this export to download all Labor rates requiring the mass labor rate adjustment.
  10. Save the exported file for use later in the process, and name it Select Labor Rates Requiring an Update.csv.

Create a Dummy Rate

This rate is used as a placeholder.

  1. Open the Select Labor Rates Requiring an Update.csv created in the last step of the previous section.
  2. Update the values in the file as follows:
    • Effective On: Set the value to the date the new rate goes into effect.
    • Expires On : If known, set the value to the date the new rate should expire.
    • Rate: Set the value to the value of the new rate. For example, 30 $/hr.
    • Rate Name : Set the value to Dummy.
    • System ID: Remove the values in this field.
  3. Save this file with the new name of Create a Dummy Rate.csv.
  4. In the Cartegraph Format Editor, open the Select Labor Rates Requiring an Update format.
  5. Save this format as Create a Dummy Rate.
  6. In the Format Editor, run an import using Create a Dummy Rate as the Format and Create a Dummy Rate.csv as the data source.

Update Bad Logs, Fix Rates, and Rename Dummy Rate to Standard

Here you need to update labor log entries with the Dummy rate previously created. Using the following automation. Update labor log entries using the Dummy rate just created. Create the automation shown here by completing the steps that follow

Screen Shot 2018-04-18 at 11.16.31 AM.png

  1. In Administration, click Automation Manager.
  2. Click Create Automation.
  3. Search for Manually bulk edit or create records and select it.
  4. Insert the name, Update bad logs, fix expiration of old rate and rename dummy to standard.
  5. Drag over the Loop Records block and define its properties as shown below:
    Screen Shot 2018-04-18 at 11.23.04 AM.png
  6. Drag the Get Record block and nest it within the Dummy Rates loop.
  7. Define the Get Record Properties as shown below:
    Screen Shot 2018-04-18 at 11.17.35 AM.png
  8. Drag a second Loop Records block and nest it within the Dummy Rates loop below the Get Record block.
  9. Define the new loops properties as shown below:
    Screen Shot 2018-04-18 at 11.18.12 AM.png
  10. Drag over a Set Fields block and nest it within the Bad Labor Logs loop block.
  11. Define its properties as shown below:
    Screen Shot 2018-04-18 at 11.18.50 AM.png
  12. Drag over a Save Record block and nest it within the Bad Labor Logs loop below the Set Fields block.
  13. Define its properties as shown below:
    Screen Shot 2018-04-18 at 11.19.29 AM.png
  14. Drag over a Loop block.
  15. Define its properties as shown below.
NOTE: Assume Rate Name of Standard and Expires On is Null.

Screen Shot 2018-04-18 at 11.20.43 AM.png

  1. Drag over a Set Fields block and nest it within the Loop Through Standard Rates block.
  2. Define its properties as shown below:
    Screen Shot 2018-04-18 at 11.21.05 AM.png
  3. Drag over a Save Record block and nest it within the Loop Through Standard Rates block below the Set Fields block.
  4. Define its properties as shown below:
    Screen Shot 2018-04-18 at 11.21.21 AM.png
  5. Drag over a Loop block.
  6. Define its properties as shown below:
    Screen Shot 2018-04-18 at 11.21.41 AM.png
  7. Drag over a Set Fields block and nest it within the Loop Through Dummy Rates block.
  8. Define its properties as shown below:
    Screen Shot 2018-04-18 at 11.22.01 AM.png
  9. Drag over a Save Record block and nest it within the Loop Through Dummy Rates block below the Set Fields block.
  10. Define its properties as shown below:
    Screen Shot 2018-04-18 at 11.22.16 AM.png

 

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