Sequence for Setting up Factors

When setting up factors for the Time and Attendance system, complete the following steps:

Step 1: In the Factors screen, create the factor codes, linking them to a target screen

  1. In Configuration > Time and Attendance, open the Factors screen.

  2. Click on the Add button in the left pane to open a screen to add a new record.

  3. Enter the Code and Description to identify this Factor record.

  4. Set the Target field to the screen name where the factor amounts are determined. For example, if the night shift differential for a pay code is determined by the employee job class, select the Job Class option. If the differential is determined by the employee organization unit, select the appropriate Organization Unit level from the drop down menu.

  5. Click on the Parameters tab. Enter the default amount of the factor in the Factor Indicator Calculations Standard Rate 1 field.

    • If there is not an amount filled into the individual records, this is the amount that will be used with the Pay Code equation.

    • If there is a value entered in the Factor record of a specific job class, the system will use that factor amount when processing equations using that specific job class record factor only.

  6. Click on the Save button at the bottom of the screen to save the record.

Step 2: In the target screen, assign factor amounts to individual records (as overrides to default amount)

  1. Open the screen related to the Target field in the configuration section.

  2. Click on the Factors button in the Sections area in the left pane.

  3. To add a new factor record, click on the Add button in the Actions section in the left pane.

    The Factor Search screen is displayed to enter criteria for limiting the search results.

  4. After running the search, check the box to the left of all the factor records to be set up.

  5. From the left pane, click on the Assign: Common Data button to assign the same factor amount to all the selected records or click on the Assign Individual Data to assign different factor amounts to each of the selected records.

  6. For each factor record, enter the Amount to be used as the factor amount in calculations.

  7. Factors are only available for configuration within their target screen.

  8. Save the record by clicking on the Save button in the left pane.

Step 3: In the Pay Codes screen, assign the Factor Target and Factor Code

  1. Open the Pay Codes screen, and search for the pay code which uses this factor in the formula.

  2. Enter the Pay Code Equation Code, as selected from the Field Look Up Values. The "F" in the equation indicates the factor.

  3. In the Factor Target field, select the screen where the factor is stored.

  4. In the Factor Code screen, enter the code identifying the factor record, as selected from the Field Look Up Values in the right pane.

  5. Save the record by clicking on the Save button at the bottom of the screen.