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Calculation Rule Setup |
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Calculation Rule Setup |
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»Click here to display Table of Contents«
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Calculation Rule Setup |
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Calculation Rule Setup |
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Use the Calculation Rules for creating/managing Assign Hours and Birthday Calculation rules.
It is important to note that this does not apply to Holiday Calculation Rules. Use a code name convention or the description field to distinguish between Assign Hours and Birthday calculation rules.
Once a rule has been defined it may be selected from the Calculation Rule drop-down on the processing screen.
▪Select the Config menu.
▪Select the Setup menu.
▪Select Systems Rules.
▪Select Calculation Rules.
▪Select Assign Hours & Birthday Calculations.
The left side lists all the different rules. You have the option to add, delete, or clone.
Right side shows the Calculation Rule configurations for the selected Calculation Rule.
Selecting New Rule
Assign Hours
On the Assign Hours main screen, click on the Calculation Rule.
From the drop-down list, select the rule to be applied.
Birthday Calculation
On the Birthday Calculation main screen, click on the Calculation Rule.
From the drop-down list, select the rule to be applied.
Create New Rule
To setup a new Birthday or Assign Hours Calculation Rule click on the Plus icon.
The four sections need to be reviewed and configured as needed. See sub topics in this
Calculation Section
Qualify Criteria
The Qualifying Criteria section is used to define the worked before and/or after criteria of a rule.
The Worked - weekdays out of option is used to define a relative point and count backwards 4 weeks. An employee should work at least 1 day on the same day at the holiday. Example: The system defines the holiday as a Monday this is the relative point and counts 4 weeks backward. Employee should work at least 1 day on the same day as holiday. The birthday is August 5, 2021, review if employee worked on July 29, July 22, July 15, and July 8 (all Mondays) back 4 weeks.
To be qualified for the birthday credit the employee should, work shift on the birthday plus on more rule. Click on the button besides the window for a drop-down list of the Prerequisite rules to select from.
Credit Options
This area is used to define where the hours and/or pay for the Birthday Calculation are to be applied.
When configuring this section both Worked Days and Non-Worked Days must be defined. The system will give you an error message if either is blank. Configuring Worked Days and Non-Worked Days separate is done in the Credit Amounts section.
Two options are available to apply the Birthday bonus, Attendance Code and Time Bank. The Class option can only have one selection. User may either setup multiple rules for different classes or change the Class when processing.
When configuring the Non-Worked Days if they will be the same as Worked Days, tick the box for Same as Worked Days. Do not select the Same as Worked Days if the Attendance Code, Class, or Time Bank options are to be different.
Attendance code Option When using the Attendance Code option make sure the code is configured to Once Per Year. Enter a start date in the Start Date column when creating the Attendance Code.
After processing the Birthday Calculation, the Attendance Code will show in the attendance section of the Time Card.
Process can run multiple times; however, the system will not add time to existing Attendance Code. The Processing report will show the Attendance Code has already been used.
Time Banks A Time Bank can be used to bank the credit. In this example the Time Bank FLOAT has been selected.
Post running the process 8.00 hours was added using the Attendance Code BC. The Attendance Code must be configured in the Time Bank as an earning code.
Payout Tick this option on to have the hours show on the Time Card as paid hours.
When the configuration is complete click Save.
Credit Amount This area is used to define the value of the calculation for both Worked and Non-Worked Days.
The Credit Amount section provides options to configure the amount of the credit the employee will receive. Non-worked days can be configured to be calculated the same as worked days. Click on the Non-Worked Days button to allow the Same As Worked Days button to be clicked. Next, click on the Worked Days button. This will save the Same as Worked Days option.
The Fixed Amount of Hours allows for a specific amount to be entered. The Scheduled Time will look at the Active Schedule for the hours of the shift scheduled on the birthday.
Worked Hours This option allows the overtime amounts to be included in the calculation. Also, the Attendance Codes that are configured as Worked or Holiday (Birthday) Time.
Use Hours Per Day Setting This refers to the FTE (Full Time Effort) number of hours found on the Employee Personnel Profile. This number many vary between different classes.
Percentage of Hours Worked The Percentage of Hours Worked option allows Accrual Rules are to be applied. Click on the drop-down arrow for a list of the Accrual Rules.
Average of Hours Worked In Birthday Calculation you can base your formula on the amount worked within specific period. I.e., Average hours worked within last pay Period, or last week relatively to the birthday.
Pay Hours Worked in Last To calculate the average hours worked during a specific number of days enter the number of days. The hours calculated can be divided by either the days worked or the number of days within the days specified.
Guaranteed Hours Guaranteed Hours is the number of hours the system would pay as a minimum possible amount. If 5 hours is entered here and the calculated amount equals 3 hours, the system would pay 5 hours.
Include into DAY consideration These options are only available when the credit amount is being calculated using the Average Hours Worked calculation. Select the options that should be included in calculating the hours of a day.
Minimum Day Hours If you have the rule based on “Divide by Worked Days, it can specify at what conditions the day can be considered as worked. Example below: The settings are the days considered to be worked when the employee works at least 8 hours.
Include into HOURS consideration These options are only available when the credit amount is being calculated using the Average Hours Worked calculation. Select the options that should be included in calculating the hours.
Based on Earnings If checked, the system will calculate earnings first and then divides it by the employee's rate on the last day worked before the birthday.
Options
Process AC to Approved day(s) allows the credit to be added to the Time Card when the day has been approved.
Worked days mean Schedule days Used to run Birthday Calculation in advance with the Worked Shift Before and Worked Shift After options. Example: payroll is being run in advance on Friday (Run Friday instead of Monday and Monday is the holiday). To be able to define if employee worked shift before and after the system validates using the Active Schedule.
Use Worked Complement for Sched. Days This option inserts Hours and Attendance with scheduled complements. Otherwise uses complements from the employee's Personnel.
When ticked the system exclude Work for Holiday Attendance Codes that have 0 hours. Added to Holiday Calc Rules. See section Options.
If NOT checked, employee will qualify for STAT even if has Work for Holiday Attendance Code with 0 hours either before holiday, or after holiday. Attendance Code is flagged as Worked for Holiday. If checked, employee is considered have not worked the shift before/after.
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Below is an example of the Calculation Rule set-up paying Premiums and Overtime.
Using the above Calculation Rule example, the Overwrite action was run, producing the following report:
Qualifying Criteria Options
Work Shift Before (Scheduled Shift) If an Attendance Code is present that is Worked for Holiday – the employee qualifies for the Holiday.
Work Shift After (Scheduled Shift) If an Attendance Code is present that is Worked for Holiday – the employee qualifies for the Holiday.
Worked - weekdays out of this option is used to define a relative point and count backwards 4 weeks. An employee should work at least 1 day on the same day at the holiday.
Example: The system defines the holiday as a Monday this is the relative point and counts 4 weeks backward. Employee should work at least 1 day on the same day as holiday. Stat Holiday is August 2 20219 reviewed if employee worked on July 26, July 19, July 12 and July5 (all Mondays) going back 4 weeks.
Prerequisite To be qualified for the holiday the employee should work shift on Holiday plus on more rule. Click on the button besides the window for a drop-down list of the Prerequisite rules to select from. For details on setting up Prerequisites see Holiday Lieu Rule Configuration.
Credit Options The Credit Options allows the credit to be allocated to the employee as:
1.Credit the amount of hours earned to the Holiday field on the Time Card. 2.Credit the amount of hours earned to an Attendance Code to be paid. 3.Add the hours earned to a Time Bank for use at another time.
The credit can be applied for worked days and/or non-worked days.
This area is used to define where the hours and/or pay for the Holiday calculation are to be applied. When configuring this section both Worked Days and Non-Worked Days must be defined. The system will give you an error message if either is blank.
2 options are available to apply the holiday credit are an Attendance Code and/or Time Bank. The Class option can only have one selection. User may either setup multiple rules for different classes or change the class when processing.
When configuring the Non-Worked Days if they will be the same as Worked Days, tick the box for Same as Worked Days. Do not select the Same as Worked Days if the Attendance Code, Class or Time Bank options are to be different.
Pay As Select from the drop-down list of options. The Regular option is the standard configuration.
Attendance Code Option When selecting a code from the drop-down list to update a bank, make sure the code is associated with the bank. After processing the holiday calculation, the Attendance Code will show in the attendance section of the Time Card.
Time Banks A Time Bank can be used to bank the credit. In this example the Time Bank FLOAT has been selected. Click on the drop-down arrow and select from the list of Time Banks.
Payout Tick this option on to have the hours show on the Time Card as paid hours.
Credit Amount Options Non worked days can be configured to be calculated the same as worked days. Click on the Non Worked Days button to allow the Same As: Worked Days button to be clicked. Next, click on the Worked Days button. This will save the Same as: Worked Days option.
Fixed Amount of Hours Allows for a specific amount of time to be entered.
Scheduled Time Will look at the Active Schedule for the hours of the shift scheduled on the holiday.
Worked Hours The overtime amounts to be included in the calculation. Also, the Attendance Codes that are configured as Worked or Holiday Time.
Use Hours Per Day Setting This refers to the FTE (Full Time Effort) number of hours found on the Employee Personnel Profile. This number many vary between different classes.
Percentage of Hours Worked When using the Percentage of Hours Worked option select which Accrual Rules should be applied. Click on the drop-down arrow for a list of the Accrual Rules.
Average of Hours Worked In Holiday Calculation you can base your formula on the amount worked within specific period. I.e., Average hours worked within last Pay Period, or last week relatively to the Statutory Holiday.
Pay Hours Worked in Last To calculate the average hours worked during a specific number of days enter the number of days. The hours calculated can be divided by either the days worked or the number of days within the days specified.
Guaranteed Hours This is the number of hours the system would pay as a minimum amount. If 5 hours is entered here and the calculated amount equals 3 hours the system would pay 5 hours.
Minimum Day Hours If you have the rule based on “Divide by Worked Days, it can specify at what conditions the day can be considered as worked.
Include into DAY consideration The Include into DAY consideration options are only available when the credit amount is being calculated using the Average Hours Worked calculation. Select the options that should be included in calculating the hours of a day.
Include into HOURS consideration These options are only available when the credit amount is being calculated using the Average Hours Worked calculation. Select the options that should be included in calculating the hours.
Based on Earnings If checked, the system will calculate earnings first and then divides it by the employee's rate on the last day worked before holiday.
Options Process AC to approved day(s) Process AC to Approved day(s) allows the credit to be added to the Time Card when the day has been approved.
Allow insert ACs with Zero Hours Tick this option if you want the Attendance Code to be added with 0 hours. Example: Running for Scheduled Hours for one week but the employee is only scheduled for 4 days. The other 3 days will still get the Attendance Code, but with 0 hours assigned.
Pay Premium is Applicable To pay premiums associated with a Day Code.
Pay OT if Applicable To pay overtime associated with a Day Code or overtime rules.
Worked days means Scheduled Days Used to run holiday calculation in advance with the Worked Shift Before and Worked Shift After options.
Example: payroll is being run in advance on Friday (Run Friday instead of Monday and Monday is the holiday). To be able to define if employee worked shift before and after the system validates using the Active Schedule.
Use Worked Complement for Sched. Days This option inserts Hours and Attendance with scheduled complements. Otherwise uses complements from the employee's Personnel Profile.
Exclude Work for Holiday ACs with zero hours When ticked the system exclude Work for Holiday Attendance Codes that have 0 hours.
Added to Holiday Calc Rules. See section Options.
▪If NOT checked, employee will qualify for STAT even if has Work for Holiday Attendance Code with 0 hours either before holiday, or after holiday. ▪Attendance Code is flagged as Worked for Holiday. If checked, employee is considered have not worked the shift before/after.
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