Calculation Setup

Accessed from:

Setup > Tables > Calculations > Calculations > calculation > Rule tab > Edit

Description

This form is where you define the Calculation string (or Calculation result) for a single calculation. The string defines what type of value is returned to the function that uses the calculation.

The calculation string must follow strict syntax rules. The form contains functions to test and validate your calculation string.

If you copy the name of an object from the calculation string and paste it into the What's this? field, Anthology Payroll will attempt to provide you with more information about it. For example, if you copy the name of an accumulator in the string and paste it into the field, the form displays information such as the accumulator type and unit.

Fields

Section	Field	Description
Calculation	Calculation string	Formula that defines the calculation's value. All operands, accumulators, operators, etc., are added to this field. This field is validated when selecting the Validate button.
Operands	Calculation	Add another calculation's result as an operand. The referenced calculation is then calculated as part of this calculation. A calculation should not reference itself, nor should two different calculations reference each other to prevent infinite loops.
	Worker attribute	Add a worker's attribute as an operand: None: Default value Annual salary: Derived annual salary Hourly rate: Derived hourly rate Age: Age at end of current calendar year Number of pay periods: # of pay periods in the year according to the worker's pay group Birthday falls in pay period: Binary flag (0 or 1) depending on whether the worker's birth date is in the current pay period Default annual salary: Worker's defined annual salary for their primary position, not including the protected amount Protected annual salary: Worker's protected annual salary for their primary position if the worker is under salary protection Full time hourly rate: Worker's hourly rate for their primary position, with FTE applied Full time annual salary: Worker's annual wage for their primary position, with FTE applied Full time default annual salary: Worker's defined annual salary for their primary position, not including the protected amount, with FTE applied Full time protected annual salary: Worker's protected annual salary for their primary position if the worker is under salary protection, with FTE applied Normal pay period salary: Normalized salary for the pay period. If the worker's salary changes mid-pay period, a blended salary is calculated and returned. Daily hours: Number of Daily hours indicated on the worker's primary position record Hourly based: Binary flag (0 or 1) depending on whether the worker is hourly Salary based: Binary flag (0 or 1) depending on whether the worker is salaried
	Calculation variable	Add a calculation variable as an operand
	Flat amount	Add an explicit flat amount as an operand. Alternatively, type directly into the Calculation string.
	Class name	Add a Dynamics application program interface (API) class as an operand. Must be selected with a Method name.
	Method name	Add a Dynamics API method as an operand. Must be selected with a Class name.
	DLL name	Add a custom dynamic link library (DLL) as an operand. Must be selected with DLL class name and DLL method name.
	DLL class name	Add a custom DLL class as an operand. Must be selected with DLL name and DLL method name.
	DLL method name	Add a custom DLL method as an operand. Must be selected with DLL name and DLL class name.
Date difference	Date	Select an explicit calendar date for Date from or Date to
	Derived date	Select one of the following system-derived dates for Date from or Date to: System date: Server's system date at time of invoking calculation Company start: Worker's hire date in current company Company end: Worker's termination date in current company Position start: First day worker was assigned current position Position end:Last day worker worked in last position Pay period start:First day of current pay period Pay period end:Last day of current pay period Birth date: worker's date of birth on HR record Pay year start: first day of the current pay/tax year Pay year end: Last day of the current pay/tax year Calendar year start: First day of the current calendar year Calendar year end: Last day of the current calendar year Enterprise hire: Worker's hire date across all companies Enterprise termination: Worker's termination date across all companies Enterprise continuous start: Earliest start date of the worker's last continuous employment period across all Dynamics companies, including consecutive and overlapping employment periods, up until their hire (or rehire) date Context date: User's session date at time of invoking calculation
	Date type	Select a user-defined date type for Date from or Date to
	Date diff type	Derived value between the two dates to use in the calculation: Day: Number of days between dates Months: Number of months between dates, ignoring days Years: Number of years between dates, ignoring days and months Completed years: Number of years between dates with a minimum of 365 days (or 366 for leap years) per year
Accumulator lookup criteria	Accumulator	Select an accumulator to use as an operand
Date period		Specify a date period to override the accumulator's default. Select Add accumulator to add the override.
Read type		Specify a read type to override the accumulator's default. Select Add accumulator to add the override.
Date period type		Specify a date period type to override the accumulator's default. Select Add accumulator to add the override.
Prior date periods		Number of past date periods the accumulator can retrieve data from, if the accumulator is allowed to view prior periods. Select Add accumulator to insert the value into the accumulator lookup function.
Operators	+	Add
	-	Subtract
	/	Divide
	*	Multiply
	Min	Select the lesser of two inputs
	( )	Parentheses for order of operations
	^	Exponent
	,	Comma separator used in other operations to demarcate parameters and operands
	Max	Select the greater of two inputs
	>	Greater than inequality operator
	<	Less than inequality operator
	=	Equal to inequality operator
	!	Not inequality operator. Must be used with =.
	If	Conditional operation. Selects one of two values depending on the results of a condition clause. Syntax is: IIF(condition, value when condition is true, value when condition is false).
Rounding	Rounding direction	Type of rounding to apply to an input: Up: always round up to the nearest parameter Down: always round down to the nearest parameter Nearest: round to the nearest parameter
Rounding	Rounding parameter	Nearest amount the rounding operation rounds to. A parameter of 0 enforces no rounding, while a parameter of 1 rounds to the nearest integer. Parameter can be any decimal value up to 10 decimal places.
Rate	Calculation rate	Specify a calculation rate to apply the result of the Calculation string to a rate table. The result from the rate table is then returned as the calculation's final result.
Calculation setup	Validate	Perform syntax validation on the Calculation string. If the string has invalid syntax, a pop-up alert appears.
	Test	Open the Calculation test dialog to allow you to provide test inputs to the operands of your Calculation string to test the calculation. Also validates the string before opening the dialog.
	Save	Save your changes to the Calculation string
	Close	Close the form. Does not automatically save changes to the Calculation string.