Calculation Rule Setup

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Calculation Rule Setup

Use the Calculation Rules for creating / managing, Assign Hours (including Advance Payroll) and Birthday Calculation rules.

 

prod_tip       Configuration Tip

This section does not apply to Holiday Calculation rules. We recommend using a code name or the description field to distinguish between Assign Hours and Birthday calculation rules.

 

Once a rule has been defined, it may be selected as a Calculation Rule on the Assign Hours menu.

Select the Config menu.

Select the Setup menu.

 

HTML5 - Navigate Config Setup

Select Systems Rules.

Select Calculation Rules.

Select Assign Hours & Birthday Calculation.

 

SRH - Calc rules

 

The left side lists all the different rules. You have the option to add, delete, or clone rules. The right side shows the Calculation Rule configurations for the selected Calculation Rule.

 

CRH - main screen Calc Rules

 

Selecting a New Rule

 

On the Assign Hours main menu, click on the Calculation Rule. From the drop-down list, select the rule to be applied.

 

CRH - Calc Rule Assign Hours dropdown

 

Create New Rule

 

To set up a new Assign Hours Calculation Rule click on the plus symbol (+). The four sections shown below need to be reviewed and configured as needed. Please see Holiday Calculation for further information on defining the sections below as required.

 

BCH - Calculation rule screen

 

tog_minusBirthday Calculation Setup
tog_minusAssign Hours Setup

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