Overview of Payroll Formulas
Here are the tasks you can do using payroll formulas in your application:
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Prorate payroll results
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Convert rate periodicities
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Validate element entry values
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Control preferences for payment methods
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Use HR database items in formulas
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Set default organization payment methods
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Return salary amounts
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Restrict the payroll run process to a specific set of employees
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Control when the application submits the current flow
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Return reference values for comparison in balance exception reports
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Control how the application loads a batch from a file
You can copy and edit the predefined formulas or create your own.
This table describes the types of formulas that you can use within your payroll application.
Formula or Type |
Description |
Example |
---|---|---|
Proration Formula |
Controls how the payroll calculation prorates an element entry. Proration occurs when the formula encounters an event, such as a change to an element entry value. |
Return a proration factor or .25 for absences based on an employee type, such as a system analyst on temporary assignment. |
Rate Conversion Formula |
Creates a formula to convert rates for proration when you require different values for periodicity than the ones used in the predefined formulas. |
Specify a different number of working hours to use when converting annual values into hourly rates, such as 2080 annual hours. |
Element Input Validation Formula Type |
Here's what you can do with this formula:
|
Multiply the pay rate by 1.5 if the employee works more than 40 hours a week. Use this formula at the element or element eligibility level. |
User Table Validation Formula Type |
Validates entries in user-defined tables. |
Return an error message if a user enters a value less than 10 or greater than 50 in the Dues column of the Union Dues user table. |
Flow Schedule Formula Type |
Creates a scheduling formula when the scheduling options for submitting a process, report, or flow don't cover your requirements. You can also determine how often the formula submits future instances of the flow. |
Load time card batches daily. Or, write a formula to increase the number of batch loads at the end of a payroll period when workers typically submit their time cards. |
Payroll User Interface Configuration Formula Type |
Create formulas to control preferences for payment methods for the enterprise if you don't want to use the default configuration. After you create your formulas, you attach them to the appropriate rows in the Payroll User Interface Configuration user-defined table. |
Set the default organization payment method for each legislative data group. |
Payroll Access to HR Formula Type |
Calls a payroll formula when your payroll formula requires an HR database item. |
Return salary amounts and then use the Payroll Access to HR formula to return a full-time equivalent (FTE) database item for a specific group of employees. |
Payroll Relationship Group Formula Type |
Returns Yes or No values to indicate whether a person is part of a payroll relationship group. |
Restrict the payroll run process to a specific set of employees, based on assignment and person level attributes. |
Flow Schedule Formula Type |
Controls when the application submits the current flow and how often it submits future instances of the flow. |
Create a formula that schedules the frequency with which an extract process checks for new starter details. |
Balance Exception Formula Type |
Creates formulas to return reference values for comparison in balance exception reports. |
Multiply the year-to-date gross earnings by 5 percent and return the value when the balance exception report to which it's associated is run. |
Element Skip Formula Type |
Uses conditional processing to define when the run should process the element, and when it should skip it. If you specify a skip rule for the element, payroll runs process the element only when the conditions of the formula are met. Otherwise, it skips the element. You select skip rules on the Manage Elements page. |
Specify to process the Union Fees element in every run, unless the Union_Fees_Paid balance is greater than 10,000. |