Use Calculation Plans Allocation Method groups and conditional execution statements to define when to run Allocation Methods. Each Calculation Plan contains the following fields:
|
Field |
Description |
|---|---|
|
Sequence |
Numeric value for ordering items in the Calculation Plan. |
|
Allocation Method |
This lists all available Allocation Methods. Allocations are journal templates and are created/defined on the Allocation Methods page. |
|
Description |
The value entered in this field is displayed on the People Plan’s Register Description field. |
|
Weight/Count/Exp |
Enter the value by which to multiply by. This can be a percentage, expression, number, etc. |
|
Period Divisor/Exp |
This defines the number of periods over which the allocation results should spread. For example, adding a merit increase of 5% on current wages means the resulting value is applied to each month in the plan and needs to be divided by 12. |
|
Period Filter |
This defines the periods for which the calculation plan will execute. Valid entries include a static list of periods (3,6,9,12), a range of periods (1-7), or an expression (1-|PPerCount|). |
|
Conditional Execution Statement |
This controls under what conditions the plan executes. For example, if the conditional field contains |Code1| = ‘EUR’ then for the person being processed, the rule would only run if the value in Code1 was equal to EUR. Full expressions can be processed (IF, IIF, and, or, etc). |
|
Override Fields |
The Dimension Override Fields are optional and override the default allocation POV defined in the Allocation Method. |
