How do I add a calculation formula?
Use Calculation Formulas to set up a new formula, edit an existing formula, or delete an old formula. All formulas used in the Payroll program are stored in this table. Then, you can use Calculations to link together the calculation formula, calculation table, and pay code type. When a routine uses a calculation, the calculation will look up the corresponding calculation formula, calculation table, and pay code type.
Examples of formulas that are commonly used in the Payroll application: Federal Withholding and State Withholding.
This is an example of a calculation formula for calculating the federal withholding amount.
Calculation Formulas
Updates
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2019.11, new master formula for State of North Dakota.
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2018.11, new master formula for State of Montana and State of Arizona.
Adding a new calculation formula
1. Open Connect Payroll > Organization > Calculation Formulas.
2. Click New (CTRL+N).
3. Click to select the field titled Formula Name to assign a name to the calculation formula.
Formula Name in Calculation Formulas
4. Enter the formula.
You can type in the formula, copy and paste a formula from a text editor, or select a master formula.
Formula in Calculations Formulas
5. Click Save (CTRL+S).
The calculation formula is saved.
Using a master formula as a calculation formula
1. Open Connect Payroll > Organization > Calculation Formulas.
2. Click New (CTRL+N).
3. Click to select the field titled Formula Name to assign a name to the calculation formula.
Formula Name in Calculation Formulas
4. Find the field titled Original Master, and then click Select.
Original Master in Calculations Formulas
The Import Masters form displays.
Import Master List
5. Click to select a master calculation formula, and then click OK.
The formula displays in the Formula field. If you need to make changes, you can edit the formula.
Master Formula displays in the Formula field
6. Click Save (CTRL+S).
The calculation formula is saved. Review the calculation formula carefully. If the calculation formula is correct, you're good to go. However, if you find errors in the calculation formula, you can manually edit it. See the section titled Editing a Calculation Formula.
Editing a calculation formula
The Formula field is a restricted field. That means that you'll need to unlock the restricted field to edit a calculation formula. You will need the Field Access Password.
Do this...
1. Open Connect Payroll > Organization > Calculation Formulas.
2. Use the Formula field to enter a calculation name and then press Enter.
The formula displays on the screen.
3. Click Restricted Fields.
Restricted Fields button
The Password dialog box displays on the screen.
Field Access Password
Next, enter the Field Access Password and then click OK.
The Formula field on the Calculation Formula tab is unlocked for editing.
4. Click Modify.
Modify button in Calculation Formulas
The Formula form displays on the screen.
Formula form in Calculation Formulas
To type in or copy and paste a formula, click on the Calculation field.
You can type in a formula or copy (CTRL+C) a formula from a Word docx, text file, etc., and then paste (CTRL+V) in this field (recommended).
Calculation field on the Formula form
5. When you're done updating the calculation formula, click Check Syntax.
Using Check Syntax will search for errors, such as typos, in the calculation formula that will prevent the calculation formula from calculating an amount.
Check Syntax button
If there's an error, use the instructions in the error dialog box to fix it. The instructions will tell you where to find the error and what's wrong.
Parse Error dialog box
After you fix the errors, click Check Syntax again to verify the calculation formula is error free.
No Errors Found dialog box
6. Click OK.
The updated calculation formula displays in the Formula field.
7. Click Save (CTRL+S).
The calculation formula is updated and saved.
8. Click Restricted Fields again to lock the Formula field.
Restricted Fields button
The Formula field is locked. Users can view the calculation formula but they cannot make any changes to it.
Deleting a calculation formula
1. Open Connect Payroll > Organization > Calculation Formulas.
2. Use the Lookup bar to enter the calculation name. Press Enter.
3. Click Delete (CTRL+D).
Delete button
The calculation formula is deleted.
Related topics
How do I use operators and variables in a formula?
What is a calculation formula?
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