Calculate Organization Unit

Click on the Calculate Organization Unit icon to open a wizard to send all the employees within the specified organization unit through the Calculations process.

1. In the Pay Period field, select whether to calculate for the Current and Next or just the Next pay period. Click on Next.

2. The Organization Search screen is displayed to filter criteria when searching for the appropriate organization units to process. After entering values in the selected fields, click on the Search button. The results are listed below the search screen. For more information on the fields available, see Configuration > Organization Unit > Organization Unit.

3. Additional searches with different filter options can be run to add to the selected record results set.

4. To select one or more record, click the box to the left of the record to alternately add or remove the check mark. To select/de-select all records in a specific search result set, click on the box above the search results to add or remove all check marks.

5. To open the record you wish to view first, highlight the folder and click. All other selected records can be viewed by scrolling, using the right and left arrows in the Navigator section of the left pane.

   Note  

   For more information on searching for an existing record, see Searching for a Record in the Help section. For more information on the Action buttons available in the left pane after the search is completed, see Search Action Buttons. For more information on setting the check boxes default to be checked or unchecked, see Preferences > My Preferences > List.

The following topics are available in this chapter Active Code Description Number Organization Level Code Organization Unit Pay Period Time Zone

Active

Indicates whether this organization unit is currently being used by the system and can be assigned (Yes/No).

Organization Units that are no longer valid but have been previously assigned cannot be deleted from the system. This is to maintain historical integrity of data. An Organization Unit can be deactivated by setting this value to No, so it can no longer be assigned.

Code

The alphanumeric short name or abbreviation for the organization unit. The value used for the search can be the code for any structure level in the organization.

Description

The label describing the organization unit.

Number

The numeric value identifying this organization unit. This value is required for organization units existing at the Trunk, Branch, and Leaf levels, since it can be used with input devices requiring numeric values such as the badge reader.

Organization Level Code

The structural level this organization unit is assigned to. This value is automatically assigned when a new organization unit is entered. The options available and the labels of the structure levels are determined by the corporate configuration.

Organization Unit

Select the appropriate code for this field. The number of organization unit levels available and the organization unit names displayed depend upon the corporate structure.

Pay Period

The pay period that should be calculated. Select either Current and Next or Next.

Time Zone

The time zone the organization unit is located in. This field is not available at all structure levels.