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 the Configuration section>Time and Attendance card, 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.

   The label describing this factor.

   The alphanumeric short name or abbreviation for this factor.

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.

   Determines the screen where this factor can be assigned (e.g. employee, organization unit, job class, position, payroll group, union code, grade, status code or shift). This factor is only available in the Field Look Up Values section for the screen indicated in this field.

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

   Factor Indicator Calculations Standard Rate 1 is used to set up the default rate for the open factor record. This value is used when an overriding rate is not entered in a specific record with the matching factor code.

   • If there is not an amount filled into the individual factor 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 record, the equation will use that factor amount for that specific record only. This value is entered in the Configuration section, in the Factors screen of the record using the factor.

   • 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.
4. The Factor Search screen is displayed to enter criteria for limiting the search results.
5. After running the search, check the box to the left of all the factor records to be set up.
6. 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.
7. For each factor record, enter the Amount to be used as the factor amount in calculations.

   The value of the factor for this specific record.

8. Factors are only available for configuration within their target screen.
9. 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.

   The code indicating the equation used for calculating pay for values associated with this pay code. For example, an overtime pay code might have an equation of (Hours x Rate x Factor) while a shift differential pay code might have an equation of (Hours x (Rate + Factor)).

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

   The labor distribution where this factor can be assigned (e.g., job class, position, organization unit, shift, etc.) This Target is selected in the Factors screen.

   For example, if this value is set to Job Class, the options that display in the Factor Code field are those that were set up on the Factors screen with the Target field set to Job Class.

   The identification code of the factor used in the equation with this pay code. The factor code options that display on the Field Look Up Values depend on the option selected in the Factor Target field.

   Note: For more information on setting up factors, see the Configuration section>Time and Attendance card>Factor screen.

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.

   The identification code of the factor used in the equation with this pay code. The factor code options that display on the Field Look Up Values depend on the option selected in the Factor Target field.

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