How_do_I_update_a_calculation_formula_

How do I update a calculation formula?

Replace a calculation formula with a master formula. Following these steps will replace the existing formula with the formula from the master formula.  

Why is this important?

Payroll uses Calculations (Organization > Calculations) to link together the calculation formula, calculation table, and pay code type. Like this...

Calculation = Calculation Formula + Calculation Table + Pay Code Type

 

To complete the Payroll Year-end Checklist, you will need to update the formulas, rates, and modifiers for the next payroll year.

 

 

Watch a video

 

Updating a calculation formula

1. Open Connect Payroll > Organization > Calculation Formulas.

2. Look up a calculation formula and then press Enter.

Look up a calculation formula

3. Verify the calculation formula that you want to replace is displayed on the screen.

4. Click Select.

Select button

5. When the Replace Formula dialog displays, "OK to replace existing formula with master?" message, click Yes,

Replace Formula dialog box

6. Use the Import Master window to select a master formula, and then click OK.

Import Master window

The existing formula is replaced with the master formula. The formula name that you have selected displays as the Original Master.

Original master

 

 

 

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