Factors

The Factors button opens a screen to assign one or more factors to this shift, which are used in calculations processing. Factors are used in the Pay Code Equation to determine employee pay.

Note  

Factor options are only available if they have been previously set up on the Factor configuration screen with the Target field set to Shift. For more information on the fields available when applying a filter, or when adding, viewing or editing a record, see Configuration > Time and Attendance > Factors.

Depending on the authorization role of the user, the following actions may be available:

To add one or more Factors to the list complete the following steps:

  1. Click on the Add button in the left pane. The Factor Search screen is displayed.

  2. After entering values in the selected fields, click on the Search button. The results are listed below the search screen.

  3. To select one or more record, click the selection 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.

  4. After selecting records, click the action button for either Assign: Common Data to enter the same Amount to all selected factor records, or Assign: Individual Data to add different amounts to each selected factor record.

To delete one or more Factor records from the open record, complete the following steps:

  1. Check the box on each record to be removed.

  2. Click on the Delete Selected button in the left pane.

  3. A message appears verifying the record should be deleted. Click on Yes to continue.

    Note  

    This action removes the selected factor records from this record only, it does not delete them from the Factor configuration screen.

All Factors currently assigned to this record are displayed on the screen. To limit the number of records displayed, a filter can be applied.

  1. Click the card arrow to the right of the Filter Criteria bar and enter the filter criteria.

  2. When the criteria have been entered, click on the Filter button to apply the filter.

  3. To remove the filter and display all records, click on the Remove Filter button.

  4. Click the card arrow on an existing record to open it, and to add, edit or view the Amount value.

 

Depending on the page displayed, the following fields may be available:

Amount

The following additional section options are available in the left pane:

General

Amount

The value of the factor for this specific record.

Action Buttons

The following Action buttons may be available in the left pane for adding or deleting related records:

The Add button opens a screen where authorized users can create a new record.

To add a new record, complete the following steps:

  1. From the right pane, click on the Add button.

  2. A screen is displayed to enter values. The fields with an asterisk are required and must be completed before the record can be saved.

  3. Click on the Save button to save the record.

    Note  

    For more information, see Adding a New Record.

The Delete button is used to remove one or more records from a screen.

To delete a record, complete the following steps:

  1. Click on the selection box to the left of each record to be deleted.

    A check mark is displayed

  2. Click the Delete button.

  3. If a single record is open, select the Delete button (there are no boxes to select the record).

  4. A message is displayed verifying the record should be deleted. Click on Yes to continue.