Allocation Group
The functionality is designed to allocate employee accruals or deductions as a percentage across Dimensions.
| Field | Description |
|---|---|
| Code | Allocation group code. |
| Name | Short name of the allocation group. |
Allocation Type
| Field | Description |
|---|---|
| Period Code | Period code. |
| Element Code | Allocation element code. |
| Allocation Percentage | Allocation percentage. |
When setting up an allocation, the setup table opens, where the allocation percentages for accruals or deductions are defined in relation to dimensions.
The General FastTab is populated from the allocation group when it is created.
| Field | Description |
|---|---|
| Code | Allocation group code. |
| Name | Short name of the allocation group. |
Allocation FastTab
| Field | Description |
|---|---|
| Percentage | Allocation percentage. |
| Name | Short name of the allocation group. |
| Dimension 1 | Global dimensions. |
| Dimension 2 | Global dimensions. |
| Posting Group | Allocation posting group. |
The following calculated fields are used to track the percentage so that it does not exceed 100%.
| Field | Description |
|---|---|
| Total Allocated | Sums the values from the Percentage column. |
| Remaining Balance | Shows the remaining available percentage. |
To configure allocation, add the ALLOCATE 400 function to the payroll element.
If the allocation is the same for all elements, specify the Base Amount Code by Setup Element field in the element calculation setup.
If the allocation differs, a separate setup must be created for each element.