"Calculation Types" scenario
Path: Administration / Payroll Calc Type List
Calculation Type is an additional grouping of elements (types of accruals and deductions) that are similar in purpose. The calculation type reflects the order in which group elements are included in the payroll document, as well as the overall priority of the calculation.
| Field | Description |
|---|---|
| Code | Calculation type code. |
| Description | Text description of the calculation type. |
| Use in Calc | Method of use in calculations: “Always” – elements of this type of calculation are always displayed in the lines of the payroll document (even if their value is zero). “If Entry Exist” – if the employee does not have a corresponding accrual/deduction, payroll elements will not be displayed in the lines of the payroll document. "If Related Exist", “If Entry and Related Exist”. |
| Dependent Types Filter | Dependent types of accruals/deductions are specified. |
| Priority | Calculation priority for the current calculation type. According to this priority, lines will be added to the payroll document. If the value of another element is required for element calculation, for example there must be an accrual to calculate the tax base, the required element must already be in the document and, accordingly, its priority must be higher. |
To view and edit the list of payroll elements of the selected type, click Elements.
Payroll Calc Type Line will display the list of payroll elements taken into account.
| Field | Description |
|---|---|
| Element code | Select the required element code included in this calcultion type from the list. |
| Activity | Set 'Yes" if the element is included in calculations of this type. |
| Payroll Posting Groups | Specify the posting group for the payroll element that will be used to generate a payroll document if this calculation type is included in the corresponding calculation group. Is the posting group is not selected in the line, it will be taken from the employee card or calculation element card. |
| Add to Period | The setting is available for Tax Deduction and Deduction element types. |
| Limit Advance Date | Is used for calculation types designed for advance payments. If the value is 'Yes', for business trips and other absences, the end date will be limited by the advance date in the payroll document, paid days will be recalculated. For payroll documents added throught the Employee Journal (Employee Journal scenario), the end date will be limited by the advance date. |
| Sort by Start Date | When this setting is enabled, the line with the later dates is considered the first one in the payroll document in the same calculation type group. |
Please note that in some cases, one payroll element can be included in different calculation types. In each calculation type, its posting group is set, which ensures that G/L entries are generated for different employees on different G/L accounts. Payroll elements included in one calculation type can be copied to another one and edited as needed (for example, the posting group value can be changed). To copy the list of payroll documents from an already configured payroll calculation type, click 'Copy' and specify the required calculation type in the 'Copy from calculation' field.