Create and link a custom calculation

1. On the navigation pane, expand Utilities.
2. Double‑click Calculation management.
3. Double‑click Custom calculations.
4. Select New.
5. Complete the calculation fields.
6. Select Save.

Calculation field guidance

• Code
  Enter a unique calculation code
• Description
  Enter a clear calculation description
• Company
  Select a company or leave blank to create a general calculation
• Calculation group
  Assign the calculation to an appropriate group
  Create a new group if required
• Return type
  Select the calculation result type
  Options include:
  • Integer
  • Decimal
  • Date
  • Boolean
• Active version
  Displays the current active calculation version

Build the calculation expression

This example calculates seven percent of the period salary.

1. Select New on the calculation definition.
2. Select New to open the expression builder.
3. On the Variables tab, locate Employee > Employee rule > Period salary.
4. Enter the expression: Period salary × 0.07.
5. Select Verify.
6. Confirm the status shows Verified.
7. Select OK.

When prompted, select Yes to set the definition as the active version.

Save the calculation

1. Select Save on the custom calculation screen.

Link the calculation to a payroll definition

1. Open the applicable payroll definition.
2. Select the newly created calculation.
3. Select Save.

Recalculate payroll results

Recalculate payroll values for the changes to take effect.

1. Expand Company management.
2. Double‑click the relevant Company rule.
3. Select Re calc all.

This action applies the calculation update to all employees linked to the company rule.