Percentage Allocation Rule Assignments

Use Percentage Allocation Rules to change wages or to pay extra based on time entered in a timecard. Adjustments can be made based on multiple labor accounts and selection criteria, such as a labor category or cost center, or both.

You can assign, update, delete, and retrieve details about percentage allocation rule assignments using operations against the /v1/commons/persons/percentage_allocation_rules resource.

Prerequisites

A person's person ID is the same as the personKey and employee ID, and is not the same as the person number.

The person in this example has a person ID of 100 and a person number of 20190.

Example

In this example, we assign, verify, update, and delete a person's percentage allocation rule assignments.

Create the assignment

The create request:

  • uses personIdentity to identify the person using their person number
  • uses processor to define the percentage allocation rule to assign
  • uses effectiveDate to define the effective date of the assignment. Note that if you do not specify an effective date, the system will use the current date.

Example request

Call POST /v1/commons/persons/percentage_allocation_rules with the following request payload.

{
  "effectiveDate": "2020-02-20",
  "personIdentity": {
    "personNumber": "20190"
  },
  "processor": "Primary PAR"
}

Example response

A success response returns HTTP status code 200 and a response body similar to the following example.

{
    "effectiveDate": "2020-02-20",
    "expirationDate": "3000-01-01",
    "personIdentity": {
        "personNumber": "20190",
        "badgeNumber": "23605",
        "personKey": 100,
        "employeeKey": 100,
        "userKey": 100
    },
    "processor": {
        "qualifier": "Primary PAR"
    }
}

Verify the assignment

To verify, you can call GET /v1/commons/persons/percentage_allocation_rules?person_number={personNumber} or GET /v1/commons/persons/percentage_allocation_rules/{personId}.

Calling GET /v1/commons/persons/percentage_allocation_rules?person_number=20190 or GET /v1/commons/persons/percentage_allocation_rules/100 returns:

[
    {
        "effectiveDate": "2020-02-20",
        "expirationDate": "3000-01-01",
        "personIdentity": {
            "personNumber": "20190",
            "badgeNumber": "23605",
            "personKey": 100,
            "employeeKey": 100,
            "userKey": 100
        },
        "processor": {
            "qualifier": "Primary PAR"
        }
    }
]

Update the assignment

To update the person's attestation assignments, call PUT /v1/commons/persons/percentage_allocation_rules with the following request payload. Note that if you do not specify an effective date, the system will use the current date.

Example request

{
  "originalEffectiveDate": "2020-02-20",
  "effectiveDate": "2020-04-20",
  "personIdentity": {
    "personNumber": "20190"
  },
  "processor": "Primary PAR"
}

Example response

{
    "effectiveDate": "2020-04-20",
    "expirationDate": "3000-01-01",
    "originalEffectiveDate": "2020-02-20",
    "personIdentity": {
        "personNumber": "20190",
        "badgeNumber": "23605",
        "personKey": 100,
        "employeeKey": 100,
        "userKey": 100
    },
    "processor": {
        "qualifier": "Primary PAR"
    }
}

Delete an assignment

To delete a percentage allocation rule assignment associated with a person, call DELETE /v1/commons/persons/percentage_allocation_rules with the following request payload. If an effective date is not specified, this operation deletes the assignment from the beginning of time (defined as 01/01/1753).

{
  "effectiveDate": "2020-04-20",
  "personIdentity": {
    "personKey": "100"
  },
  "processor": "Primary PAR"
}

The system returns HTTP status 204 with no response body.