Follow these steps to add an add-on formula in payroll.
- From the Formulas button. The Electronic Formula File Maintenance screen displays. screen, click the
Enter a formula code, description and select a type
from the drop-down menu.
Note: Records are used for the sum of each check or sum of checks. Totals are useful when the calculation involves categories.
- Press Enter to proceed to the line transactions. The Sequence number defaults automatically.
- In the Result field, enter T1 (for temporary variable #1).
- In the 1st factor field, press F4 or double-click on this field to display the Search Variables window and select the file that contains the employee's deduction and add-on history (in this example, file PR. EHVD).
- Next, select the variable from the file, in this example, the employee's deduction amount (PR. HVDAMT). Click OK. The Details window displays.
- In the Select by field, select Add-on / deduction code from the drop-down list.
- In the Selection field, press F4 and select the add-on or deduction you want to include as the first factor in the formula (for example, MR = mileage reimbursement). Click OK.
- In the Operator field, select the + sign for addition.
- In the 2nd factor field, press F4 or double-click in this field, and then select the same file and variable. This time, then the Detailsto the window displays, in the Select by field, select category from the drop-down list. For more information on setting up categories, refer to the Electronic Category Group Maintenance topic.
- In the Selection field press F4 or double-click in this field to select the applicable category.
- In the Result field in line 2, enter Answer.
- In the 1st factor field, enter T1 to use the sum from line one.
- In the Operator field, select the * sign for multiplication.
- In the 2nd factor field, enter –1. This will take the sum of the add-ons and multiply it by negative one in order to yield the absolute value for the add-on. In this way, the add-ons will print as positive amounts on the final report.
- In the Period field, select either Current or Year-to-date from the drop-down menu to assign the appropriate period to the factors and calculate the formula based on current or year-to-date amounts. If you leave this field blank for either factor, the Period information will default from the main screen.