Pay & Charge rules Overview

pay rules, charge rules, getting started, guide

Hannes Kruusvee avatar
Written by Hannes Kruusvee
Updated over a week ago

The purpose of this article is to assist you in setting up the Pay and Charge rules logic in PARiM in a way that automates them as much as possible to lessen the workload for scheduling and allows for the creation of reports to ensure your clients have an overview of the work being done for them.

The article covers different aspects of planning, how to set up the rules, considering (bank) holidays and how to manage rule priorities.

Learning about Pay & Charge rules

PARiM allows for setting up of rules based on different criteria and combinations of them:

  • personal (e.g. Mike Smith, Linda Jones..)

  • position-based (e.g. waiter, head nurse, supervisor..)

  • employment type (e.g. full-time, part-time, intern..)

  • location (e.g. a hospital or a restaurant, a specific ward or room in it..)

  • client-specific (e.g. client A, client B..)

For the full information about how to set up rules and the different options regarding them, please review the following article:

Planning how to make Pay & Charge rules suitable for your company

To ensure you get the most out of this feature, it is recommended to first fully understand the different functions we offer and how they work together and only then start setting up the rules.

NB! When making changes to rates in your system, please always ensure that you are not editing existing rates outside of expected date ranges.
For example, when a new rate is coming up soon, you would need to add an end date to the existing rule and create a new rule that starts with the new from the next day.

Questions to consider prior to setting up rules:

  1. What are my rates based on? Is it based on the Position my employees have, their Employment type or something else? This answer defines what you should use as a basis for building your rules.

  2. What affects my rates? Is it Client based as a whole or is it based on their different Locations or something different? This answer tells you what to use as the second layer for your rules.

  3. What are my reporting requirements for my own company and for my Clients? This will show whether you need to and how to link your rules to Clients.

  4. What are the exceptions to my rules? Are there specific people in my company, for who I need to create special rules, can they be grouped? This point allows you to plan ahead to have room for more rules in the future and also should make you consider if you need to make changes before you transition to PARiM´s rule system.

Examples of rule setup

Position based - This is the most common way of handling rules as it aligns with most company´s existing pay structure and it works in almost all situations.

  1. Set up your Positions in the system settings and apply pay rules to them to set up a baseline.

  2. If some or all Locations have different rates due to agreements with your clients, set up pay rules for them based on the agreed rate as Location rule for a set value for all shifts at that Location.

    Alternatively, you can set up rules with the Location plus any Positions that have certain rates.

  3. If you have Locations that are shared between Clients with different rates then you would also need to add a variable for the Client into the rules for that Location.

Employment type based - This is used at times by staffing agencies as the contract or employment type defines the employee base salary and this allows them to cover different positions based on their skillset.

  1. Set up your Employment types in the system settings and apply pay rules to them.

    Now when your employees work on any shifts in any Positions then they will have a fixed rate based on their employment/contract type.

  2. While this will work for you for most of the employees when working, If you have some Positions that require a different rate then you can set those up with additional rules.

  3. The same can be done if you have certain Locations that require different rates.

How to check if your shifts are covered by Pay Rules?

This is useful if you have already been using PARiM by creating shifts and you want to ensure that the rules cover all of the shifts.

  • Go to the Shifts List page under the Schedule tab.

  • On the left sidebar, press Add filter

  • Select Pay Rate

  • On the new sidebar area that has appeared tick the box next to "Pay Rate is not set"

This will make it so that the main part of the page, which shows the shifts, will only show ones that do not have a pay rule associated with it.

That will allow you to check whether the employee, location, client or a combination of them has not been included in your rules.

Considering Holiday rates

With PARiM, you can also define how you want the rates to change for the holidays.

We have options to define overlap hours and also to change the rate by an additional amount, amultiplier or to override it even.

Learn more about it by pressing the button:

Priorities of rules:

To ensure your rule set up works as you intend and to allow for a comprehensive system to be built, you need to be able to know how to manager the priorities of pay and charge rules.

For this we have created a simple list that can be reordered to change the priorities of rules with different combinations of variables.

Read more about it by pressing the button below:

If you have any questions after reviewing this article and any of the related ones, please feel free to contact us through Chat or

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