PP Organisations: Update an Organisation's Pay Claim Details

Update an Organisation's Pay Claim Details

Process Overview

Placement Administrators and Placement Officers have access to update Organisation records as required.

If the Organisation record needs to be updated due to a recent or future change, insert a new effective dated row to update the Organisation record as at the date of the change. If the Organisation record needs to be corrected rather than updated (ie. incorrect information has been entered for the Organisation), the record should be corrected by a Placement Administrator using ‘Correction’ mode (refer to the ‘Correcting an Organisation’ process page).

UniSA Custodian

The UniSA Custodian is the ‘owner’ of the Organisation. Do not update an Organisation’s details prior to liaising with the Site’s UniSA Custodian.

Step by Step Instructions

Note: This process provides instructions on how to update Pay Claim Details for an Organisation. Instructions on how to update an Organisation’s Condtions or basic details (eg. organisation name, phone, fax, ABN, web address, email address, etc) are available from the ‘Updating an Organisation’ process page.

Step 1: Locate the Organisation, and record the Effective Date

Question 1: Do Pay Claim details need to be deleted from the Organisation?

Question 2: Are the current Pay Claim Details flagged as ‘Default Rate for All’?

Step 2: De-select the ‘Default Rate for All’ checkbox

Step 3: Delete the Pay Claim Details from the Organisation

Question 3: Do Pay Claim Details need to be added to the Organisation?

Question 4: Will all Contact Types receive the same rate of pay?

Step 4: Record the new Pay Claim Details as ‘Default Rate for All’

Step 5: Record the new Pay Claim Details for the relevant Contact Type(s)

Step 6: Save the updates to the Organisation record in Medici

Step 1: Locate the Organisation, and record the Effective Date

Application: Medici

Navigation: Student Placements®Placement Providers®Organisations

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Populate one or more of the following search fields:

Organisation ID: Type the relevant [Organisation ID].

Description: Type the relevant [Organisation description].

Long Description: Type the relevant [Organisation long description].

Organisation Type: Type or select the relevant [Organisation Type].

Australian Business Number: Type the [Organisation’s ABN].

Select the Search button (or press Enter).

Result: The Organisations: Organisation page is displayed.

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Warning: The UniSA Custodian is the ‘owner’ of the Organisation. Do not update an Organisation’s details prior to liaising with the Site’s UniSA Custodian.

Organisation Details

Select the Add a New Row button ().

Effective Date: Type or select the [date from which the updates to Pay Claim details will apply to the Organisation].

Select the Additional Details tab or link.

Result: The Organisations: Additional Details page is displayed.

Question 1: Do Pay Claim details need to be deleted from the Organisation?
Question	Yes	No
Do Pay Claim Details need to be deleted?	Go to question 2.	Go to question 3.
Explanation: If Pay Claim Details need to be deleted from the Organisation, the next step of the process differs depending on whether the current Pay Claims Details are flagged as ‘Default Rate for All’ (question 2). If Pay Claim details do not need to be deleted from the Organisation, the next step is to determine if existing Pay Claim details need to be added to the Organisation record (question 3).

Question 2: Are the current Pay Claim Details ‘Default Rate for All’?
Question	Yes	No
Are the current Pay Claim Details flagged as ‘Default Rate for All’?	Go to step 2.	Go to step 3.
Explanation: If the current Pay Claim Details are flagged as ‘Default Rate for All’, the ‘Default Rate for All’ checkbox must be de-selected so that a tick is not displayed (step 2). If the current Pay Claim Details are not flagged as ‘Default Rate for All’, the individual Pay Claim Detail record(s) can be deleted as required (step 3).

Step 2: De-select the ‘Default Rate for All’ checkbox

Application: Medici

Navigation: The Organisations: Additional Details page will already be displayed as a result of step 1

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Organisation Pay Claims

Default Rate for All: De-select the Default Rate for All checkbox so that a tick is not displayed.

Result: The existing Pay Claim Details are deleted, and the Contact Type field, Add a New Row button, and Delete Row button are displayed in the Organisation Pay Claims section.

Go to question 3.

Step 3: Delete the Pay Claims details from the Organisation

Application: Medici

Navigation: The Organisations: Additional Details page will already be displayed as a result of performing step 1

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Organisation Pay Claims

In the Organisation Pay Claims section, select the Delete Row button () adjacent to the Pay Claim record to be deleted.

Result: A message is displayed requesting confirmation the selected row is to be deleted, and advises the deletion will occur when the transaction is saved.

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Select the OK button (or press Enter).

Result: The selected Pay Claim record is deleted.

Continue to repeat this step until all Pay Claim details that are no longer required have been deleted.

Question 3: Do Pay Claim details need to be recorded to the Organisation?
Question	Yes	No
Do Pay Claim details need to be added to the Organisation?	Go to question 4.	Go to step 6.
Explanation: If Pay Claim details need to be recorded for the Organisation, the next step is to determine if a default rate of pay will apply to all Contact Types at the Organisation (question 4). If Pay Claim details do not need to be recorded for the Organisation, the updates to the Organisation record can be saved (step 6).

Question 4: Will all Contact Types receive the same rate of pay?
Question	Yes	No
Will all Contact Types receive the same rate of pay?	Go to step 4.	Go to step 5.
Explanation: If the Contact Types at the Organisation will receive the same rate of pay, record the default rate of pay for all Contact Types (step 4). If the Contact Types at the Organisation will receive a different rate of pay, record the different pay rates for the Contact Types (step 5).

Step 4: Record the Pay Claim details as ‘Default Rate for All’

Application: Medici

Navigation: The Organisations: Additional Details page will already be displayed as a result of performing step 2 or step 3

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Organisation Pay Claims

Default Rate for All: Select the Default Rate for All checkbox so that a tick is displayed.

Org Pay Rate: Type the [default pay rate for all Contact Types].

Time Period: Select the appropriate value as follows:

- Day (if the daily pay rate has been entered in the Org Pay Rate field).

- Hours (if the hourly pay rate has been entered in the Org Pay Rate field).

Go to step 6.

Step 5: Record the Pay Claim details for the required Contact Type(s)

Application: Medici

Navigation: The Organisations: Additional Details page will already be displayed as a result of performing step 2 or step 3

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Organisation Pay Claims

If there is an existing row of Pay Claim details attached to the Organisation:

In the Organisation Pay Claims section, select the Add a New Row button (). There is no need to insert a new row if there are no existing Pay Claim details for the Organisation.

Populate the new row in the Organisation Pay Claims section as follows:

Contact Type: Select the [Contact Type for the Pay Claim details being entered].

Org Pay Rate: Type the [default pay rate for the Contact Type].

Time Period: Select the appropriate value as follows:

- Day (if the daily pay rate has been entered in the Org Pay Rate field).

- Hours (if the hourly pay rate has been entered in the Org Pay Rate field).

Continue to repeat this step until all required Pay Claim details have been recorded.

Step 6: Save the updates to the Organisation

Application: Medici

Navigation: The Organisations: Additional Details page will already be displayed as a result of performing step 2, 3, 4 or 5

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If further Organisation details need to be updated from the same effective date (eg. Conditions, name, phone, email, etc), update these details prior to saving the record.

Refer to the relevant process instructions on the ‘Updating an Organisation’ process page if required.

Once all required updates to the Organisation have been completed, select the Save button.

Result: The updated information will apply to the Organisation as of the entered effective date.