Factors
The Factors button opens a screen to view or edit any employee-level payroll factors currently assigned to this employee, or to add a new factor record. Factors are used in the Pay Code Equation to determine employee pay.
All Factors currently assigned to this employee record are displayed on the screen. To limit the number of records displayed, a filter can be applied. To view a specific record, click on the card arrow to the left of the record. The Amount value for each factor can be viewed from this screen.
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The following topics are available in this chapter |
Amount
The value of the factor for this employee.
Code
The alphanumeric short name or abbreviation for this factor.
Description
The label describing this factor.
Action Buttons
The following action buttons may be available in the left pane for adding or deleting related records:
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Add
Click on the Add button to open a screen to configure a new record.
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Delete Selected
The Delete button is used to remove one or more records from a screen.
The following actions may display in the left pane when searching for a record:
Advanced/Basic
The Advanced button loads the expanded search criteria mode with additional fields for locating a record. When the Basic search mode is loaded, the button shows as Advanced. When the Advanced search mode is loaded, the button shows as Basic.
Note
The user can set whether the Basic or Advanced search mode is automatically loaded for each screen. This setting is found under . The buttons only display on screens with Advanced search capabilities.
Assign: Common Data
The Assign: Common Data button is used when assigning multiple records that need values entered. This indicates that all the selected records should be assigned the same values.
For example, when adding Pool Code assignments to an employee, if the Active status and the employee's Reference Number are the same for all pool assignments, select Assign: Common Data. The user only needs to add these values once and they are assigned to each record.
Note
If records should have different values, select Assign: Individual Data, and each record is opened separately to add values.
Assign: Individual Data
The Assign: Individual Data button is used when assigning multiple records that need values entered. This indicates that the selected records should be assigned different values.
For example, when adding Pool Code assignments to an employee, if the Active status and the employee's Reference Number should be different for some (or all) of the pool assignments, select Assign: Individual Data. Each record is open to add values.
Note
If all records should have the same values, select Assign: Common Data, and the values only need to be entered once.
Assign Selected
To assign records to another record, check the boxes to the left of each record and click on the Assign Selected button.
After records have been selected in the search, the following additional actions may be available in the left pane:
Save
Click on the Save button to save the new or updated information in the current screen.
The system does a validation on fields to verify a valid value has been entered. If the value is not valid, a warning message is generated, and the record is not saved.
Reselect Data
Click on the Reselect Data button to reload the previous search results, so the user can select which records to display.