System Tools – Global Actions – Different Recalculation Options
Description

There exist more than one recalculation option in the People System. Here are the different recalculation options that can be used to recalculate employees and Company Rules.

Cause
Resolution

Recalculating employees and Company Rules can be done either from System Tools or on the applicable Company Rule itself or form Employee Management. 

1.  Recalculation as a Global Option 

On the Navigation Pane;

Expand             System Tools
Double-Click   Global Actions                      
Expand             Re Calc Options

1.1  Recalc All Employees in ALL companies



This option will recalculate all employees in all the companies and company rules.

1.2  Company Rule Calculations



Company Rule used for the calculations below - 
Select the Company Rule on which the below two options are going to be applied on.
Calculate Take-on Employees - When the Company Rule is selected, this option will recalculate all the employees a take-on was done for.
Recalc All Active and New Employees - When the Company Rule is selected, this option will recalculate all the employees with an Employee Status ‘Active’ and/or ‘New’.

1.3  Reset/Update YTD Calculations



This option must only be used if there are incorrect YTD figures or an error occurred during the rollover.


2.  Recalculation on a Company Rule

 A recalculation can also be done for the Company Rules from the Company Rule Detail Screen.

On the Navigation Pane
Expand            Company Management
Double-Click   Company Rule                      
Double-Click   specific Company Rule                                                                        
Click                 Re Calc All button



3.  Recalculation as an option on the Employee screen

A recalculation can also be done for all employees or a selected employee on the Employee screen.

On the Navigation Pane
Expand            Employee Management
Double-Click   Employees                      
Select               the employee to recalculate                                                                
Click                 Re Calc button

 For only one selected employee:

 

For all employees:

 

 

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