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Formula Builder

Formula Builder

010381.gif010411.gif010382.gif010383.gif

Here you can create, modify and test formulas to calculate salaries.

 

First open the Open Earnings Types window in Settings l Personnel l Payroll l Earnings Types. Then click the 76302.gif button (income tax relief formula, payroll tax relief formula contributions relief formula).

 

84409.jpg

You can the Formula Builder window to create formulas in an easy and straight-forward manner.

 

The box for entering formula
84410.jpg

Here you can enter formulas in two ways:

  • without specifying an SQL expression - It is the classical approach for creating formulas.
79176.gif For detailed treatment see: Create Formula for Meals Allowance in Formula Builder.
79176.gif For detailed treatment see: Create Formula Using an SQL Expression in Formula Builder.

 

000001.gif By entering SQL expressions you should observe the following:
  • SQL expression begins and ends with a delimiter ~S~
  • a formula can contain any number of SQL expressions
  • an SQL expression cannot contain logical conditions ([..:..]..)
  • an SQL expression cannot contain temp tables with only one #
  • an SQL expression can contain variables (# ... #) #)
  • Logical conditions can contain SQL expressions.

 

84411.jpg

You can resize the window any way you want. Place the pointer on the border line (see above), left-click and hold. Then move up (to make the window smaller) or down (to expand the window). If you click the line, the formula box is displayed in the entire window. Click it again to roll back.

Variables

Variables available for salary formulas are divided into:

 

Parameters

Calculator

72607.gif

Besides numbers you can use the following operands:

Operand

Description

/ Divide by
* Multiply by
- Subtract from
+ Add to
C Delete
\ Integer division -  You can also enter operand by using the shortcut Alt Gr + Q.
| Remainder in integer division -  You can also enter operand by using the shortcut Alt Gr + W.
( ) Round brackets - Use them to define the precedence of operations. There must always be an equal number of opening and closing round brackets. Otherwise an error is returned (for more information see Opening or closing round bracket missing!).
# You must put a hash sign in front and after each variable.
 > Greater than - used in conditional statements.
< Less than - used in conditional statements.
=

Equal to - used in conditional statements.

72608.gif

 

 

72609.gif

[ ]  Use square brackets in conditional statements for

"If Than": Use then in conditional statements when for example Condition 1 is fulfilled than

Value 1 otherwise use Else.

 

Square brackets - Use them to define the precedence of operations. There must always be an equal number of opening and closing round brackets. Otherwise an error is returned (for more information see Opening or closing square bracket missing!). For more information see Using Conditional Statements in Formulas).

74897.gif Let us take a look at the Round function (;). Use this variable to set number of decimal places for rounding.
79176.gif For detailed treatment see: Rounding.
Earnings Type Variable

Field

77552.gif

77233.gif

000001.gif To make the Earnings Type, Field and Variable fields available, select Payroll preparation on the right.
79176.gif For detailed treatment see: Create Formula for Meals Allowance in Formula Builder.
Earnings Type Enter or select an earnings type for payroll.
Variable Enter or select a variable to reference fields for payroll. The following are available:
  • Hours
  • Standardized Hours
  • Value (gross value)
  • Factor
  • Net
  • Base
  • Credit
  • Employee Contributions
  • Employer Contributions
  • Days
000001.gif

When selecting variables, the Field lookup becomes inactive and is greyed out.

77553.gif

On the other hand, when selecting values in the Field lookup the Variable field becomes inactive and is greyed out.

That is, you cannot set both fields.

Field Enter or select a value to reference fields for payroll. The following are available:
  • U - Hours
  • R - Standardized Hours
  • V - Value (gross value)
  • F - Factor
  • N - Net
  • O - Base
  • K - Credit
  • PD - Employee Contributions
  • PP - Employer Contributions
  • D - Days

 

77552.gif

To include variable in the formula click the Use in Formula or the Use button above.

Pay Slip

 

77552.gif

 

 78827.gif

The Pay Slip field and the Use in Formula button only appear with variables used for referencing pay slips of the previous period.

The variables in question are listed below:
 

For example, to reference variable Del11 in pay slipnumber 09-P00-000006 enter it as follows:

#Del11-09-P00-000006# (the Net variable - and select a pay slip from the Pay Slip). Finally, click the Use in Formula button.

79176.gif For detailed treatment see: Referencing Variables in Pay Slip from Previous Period.

 

Contribution

 

77552.gif

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To make the Contribution field and the Use in Formula button available, select Variables for Contributions on the right.

79176.gif For detailed treatment see: Referencing Variables for Contributions.

The bottom section displays descriptions of variables used in a formula.

 

 

Test

Click the Test tab or 72611.gif button to open the corresponding panel.

77148.gif

 

Variable

Displays a variable which is copied automatically and cannot be changed.

Value

Displays formula value.

72612.gif

Click the Test button to run a test calculation of formula.

72613.gif

Click the Use button to copy formula in the Formula column in Earnings Types.

The value and test result are displayed in the bottom section.

000001.gif You can only test formulas which do not include SQL expressions. You cannot test or validate an SQL expression using Formula builder.

 

 


 

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