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Working with day balance calculation rules

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Calculation rules are used in the time calculation process to perform additional calculations on day balances.

Flowchart

Each calculation rule can contain one or several calculation steps. Several steps can be used if you need to set up different calculation conditions, or for complex calculations that must be performed in steps. The sequence number indicates the order in which the steps should be performed.

The calculation parameters that are entered for each step define the wage types that should be affected by the calculation and the calculation formula. See Time calculation rule setup example for a description of how the parameters can be set up.

The calculation rules are attached to day schemes. Each day scheme can be connected to several rules that are sequenced within the day scheme.

Time calculation
In the time calculation process, day balances are first created based on the day scheme and reported time. The system then reads the calculation rules that are attached to the day scheme and compares them with the created day balances. If the defined conditions are met, the balances will be modified or new balances will be created. See About calculating time for more information.

Time calculation rule setup example

In this example, a time limit has been defined for the wage type that is used for normal working hours. The parameters are set up so that if the reported time exceeds the defined limit, the difference will be transferred automatically to a wage type for overtime.

The following parameters are set up in the calculation rule:

Parameters Values
Source wage type X1 (Normal working day)
Operator GE (Greater than or equal to)
Time limit 8,00
Update source Set to limit
Result wage type X2 (Overtime)
Update result Difference between source and limit

The following values are reported by the employee:

Wage type Time
X1 (Normal working day) 10,00

The following values are the result of the time calculation:

Wage type Time
X1 (Normal working day) 8,00
X2 (Overtime) 2,00

Enquiries

  • Day balance calc rule enquiry – displays the header and details of the day balance calculation rule.
  • Day balance calc rule usage – displays the day schemes in which the selected day balance calculation rule is used.
  • Day balance calculation enquiry – displays an overview of the calculation result. You can also view the parameters that were used in the calculation and the wage type values that have been updated.

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