Creating calculation groups

Calculation groups are sets of employees who have the same business rules applied to them, such as full-time and part-time employees in the same state, or members of the same union.

For example, you could split all the employees into part-time and full-time, and again by union, and again by the shift they work. This example could create calculation groups such as Full Time-Union A-Morning and Part Time-Union B-Nights.

We recommend that you only create calculation groups when the difference in pay rules is significant. Creating too many calculation groups can result in extra maintenance when rule changes and updates are required.

  1. Select Maintenance > System Administration > Toolkit > Quick Rule Editor.
  2. Click New.
  3. Specify this information:
    Create From
    Select the calculation group that you want to use as a template.
    Name
    Specify the name of the new calculation group.
    Description
    Specify a brief description of the calculation group.
  4. Click Apply.
  5. Click Save.