Pay Calc 2 Configuration Quick Guide

Pre-Configuration (as Applicable):

1. Setup Pay Calc Specific Cost Centers (Activities, Overrides, Etc. – Varies by client and may not be needed)
2. Counters (and Lists)
   1. One List per earning code
   2. General Lists for things like AWOT, Visible Counters, etc.
3. Time Offs – Assign Counters
4. Shift Premiums (Names)
5. Exceptions
6. Pay Period Profile (Required to Test Pay Calc Rules)
7. Time Sheet Profile (Required to Test Pay Calc RUles)
8. Add/review Applicable Standard Rules
   1. Shifts
   2. Regular
   3. Sum Up Time Off
   4. Sum Up Quantity (if piecework)
   5. Apply Rates

1. Add Exception Rules if required
2. Add Rounding Rules if required
3. Add Holiday Eligibility Rules if required
4. Add Shift Differential Rules if required
5. Add Overtime Rules (Last to first: Generally – Double Time to Overtime / Weekly to Daily)
   NOTE: must ignore other OT counters
6. Add Copy Rules / Set Counter /Move Counter Rules
   NOTE: use caution and test the move counter rule if using
7. Add any other rules (client specific – order matters)
   
   

General Rule Configuration Tips and Tricks

1. Maximize filters, work eligibility filters, Overrides, and exceptions
2. Utilize a test employee – jump between time sheet and pay calc profile to validate added rules as you go
3. Use TAGS – super helpful for easily locating the rules in the pay calc
4. Try not to overlap different rules with the same counter – i.e. daily OT, weekly OT
   1. Reason 1: Can easily troubleshoot which rule is causing issue
   2. Reason 2: Can cause system confusion
   3. Reason 3: Can hide these from client if they only want to see a singular OT counter
      NOTE: copy counters  to OT and hide on the time sheet

Pay Prep Configuration

1. Configure Payroll Export Code List
2. Basic Pay Prep Setup:
   1. Add and configure the Group Counters Rule
   2. Payroll Mapping rule (export) that maps to the earning codes (must configure the list)

Note: Pay Prep can do other things as well just like in Pay Calc 1