Sage300People CalculationManagement 2020

Sage 300 People Calculation Management V2022.
01
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Manual Version: 2022.01 (January 2022)
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Table of Contents
Lesson 1: Introduction to calculations......................................................................................................1
Introduction ..........................................................................................................................................2
Lesson 2: Custom calculations ..................................................................................................................3

Accessing the Custom Calculations screen ........................................................................................4
Create a new custom calculation ........................................................................................................5
Edit an existing custom calculation .....................................................................................................9
Expression Builder screen ................................................................................................................ 11
Nested calculations .......................................................................................................................... 47
Steps to enter a simple calculation................................................................................................... 48
General rules .................................................................................................................................... 55
Calculation examples ....................................................................................................................... 56
Units / Units Capture ........................................................................................................................ 60
Lesson 3: Table Lookup Manager ........................................................................................................... 61

Table lookup manager ...................................................................................................................... 62
Loading a new table lookup definition .............................................................................................. 65
Lesson 4: Pro rata calculations .............................................................................................................. 69

Pro Rata Calculations screen ........................................................................................................... 70
Lesson 5: Smart calculations .................................................................................................................. 73

Smart calculations on payroll definitions .......................................................................................... 74
Lesson 6: Calculations on employee screens ....................................................................................... 77

Payslip Definition screen .................................................................................................................. 78
Payslip Detail screen ........................................................................................................................ 79
Pro rata calculations ......................................................................................................................... 82
Lesson 7: Reports .................................................................................................................................... 85

Reports on the All Reports screen ................................................................................................... 86
Payroll Analysis report ...................................................................................................................... 90
Lesson 8: Regional settings when doing calculations ......................................................................... 95

Regional settings .............................................................................................................................. 96
Lesson 9: Calculation Management activities ....................................................................................... 99

Commission (Monthly) .................................................................................................................... 100
Liberty Pension Fund (Salary) (Monthly) ........................................................................................ 112
Travel Allowance (Monthly) ............................................................................................................ 129
Incentive Bonus (Monthly and Weekly) .......................................................................................... 139
Housing Allowance (Monthly) ......................................................................................................... 160
Production Bonus (Monthly and Weekly) ....................................................................................... 169
Union Fee (Monthly and Weekly) ................................................................................................... 198
Long Service Bonus (Monthly and Weekly) ................................................................................... 207
Sales Bonus (Monthly) ................................................................................................................... 219
Medical Aid (Monthly and Weekly) ................................................................................................. 232
Sanlam Provident Fund (CTC) (Monthly) ....................................................................................... 253
Annual Bonus (Monthly and Weekly) ............................................................................................. 278
Provision for Tax on Annual Bonus (Monthly and Weekly) ............................................................ 303
Birthday Bonus (Monthly and Weekly) ........................................................................................... 316
Wage (Weekly) ............................................................................................................................... 330
Anniversary Bonus (Monthly and Weekly) ..................................................................................... 351
Entertainment Allowance (Monthly)................................................................................................ 367
OT Alert (Monthly and Weekly) ...................................................................................................... 377
Other integrated Sage software
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Sage 300 People Calculation Management
Lesson 1: Introduction to calculations

Learning outcomes
The purpose of this lesson is to give a brief introduction to calculations in the Sage 300 People system.
Learning objectives
On completion of this lesson, you will be able to:
 Understand the different options available for calculations.
1
Introduction
Calculations may be defined to be linked to payroll definitions in the Sage 300 People system.
Calculations may be defined for all companies in the database and may be used for more than one
payroll definition. A payroll definition may only have one linked default calculation but can be linked to
more than one custom calculation.
Three types of calculations exist in the Sage 300 People system
Type / Option Description
This type of calculation provides the opportunity to create your own formulas
Custom Calculations
and may be defined as company-specific or general calculations.
Table Lookup This function is mostly used where tables form part of medical aid
Manager calculations which are defined database wide.
Any pro rata calculation will be defined as this type of calculation and is
Pro Rata Calculations
defined database wide.
To access the Calculation Management options, on the Navigation pane:
1. Expand the Utilities option.

2. Expand the Calculation Management option.
3. The three calculation options displays:
4. Double-click on the applicable option.
2
Lesson 2: Custom calculations

Learning outcomes
The purpose of this lesson is to give you an overview of how the Custom Calculations option works.
Learning objectives
 Access custom calculations.

 Create new custom calculations.
 Understand all the options on the Expression Builder screen.
3
Accessing the Custom Calculations screen

Custom calculations are database wide and may be added for a specific company or as a general
calculation which can then be linked to more than one payroll definition. All calculations work on the same
principle as MS Excel formulas and most functions available in the function library of MS Excel are also
available in the Sage 300 People system.
To access the Custom Calculations screen, from the Navigation pane:

3. Double-click on the Custom Calculations option.
4. The Custom Calculations screen displays:
Applicable buttons on the Custom Calculations screen
Button Description
New Click on the New button to add a new calculation.
Click on the Detail button to view the information of an existing calculation on the
Detail
Calculation Detail screen.
Click on the Delete button to delete an existing calculation. A calculation cannot be

Delete
deleted while the calculation is linked to a payroll definition.
4
Columns on the Custom Calculations screen
Column Description
This column displays the company name for which the specific calculation is
Company defined. When the calculation is added as a general calculation, in other words,
not linked to a specific company, this column will be blank.
The information in this column defaults from the fields on the Properties section of
Calculation
the Expression Builder screen. Note that this field will still display on the screen
Entry Type
but has been made inactive.
Code The unique code for the specific calculation displays here.
Description The unique description for the specific calculation displays here.
As a calculation may have more than one version, generated when changes to the
Active Version
calculation are applied, this column displays the currently active version.
This column displays the selected type of answer that will be returned by the
Return Type
calculation.
Create a new custom calculation

A new custom calculation can be defined from the Calculation Details screen.
To access the Calculation Details screen, from the Navigation pane:

5. Click on New.
5
6. The Calculation Details screen displays:
7. Complete the Code and Description fields.

8. Select the applicable Company only if it should only be applicable to a specific company.
9. Select the applicable Calculation Group.
10. Click on Save.
11. Click on OK.
12. The screen will stay on the Calculation Details screen:
13. The New record button will now be available in the Calculation Definition section to define a
calculation on the Expression Builder screen. This will be discussed in detail in the following
sections.
6
Fields and columns on the Calculation Detail screen
Field / Column Description
Code Enter a unique code for the calculation.
Description Enter a description for the calculation.
Select a company from the drop-down list that the calculation must be
available for. If the calculation must be available for all companies, leave this
field blank to add the calculation as a general calculation.
Company Important information
Make sure to link the company that will use the calculation, to enable you
to pick up other company-specific setup screen information, for example,
Medical Aid and other calculations loaded for the company.
The calculation must be linked to a calculation group that the calculation refers
to, for example, earnings when you are loading a calculation for an earning
definition. This field is used for sorting purposes on the Custom Calculations
screen and is very helpful in grouping specific calculations together. Select the
applicable group from the drop-down list.
Calculation Group
To add a new calculation group, click on the drop-down list, right-click

and click on Edit.
Select the type of answer that should be returned by the calculation.

The options are:
The calculation will return a whole value; no fraction or decimal

will be returned. This can only be used for lookups or nested
Integer calculations. It does not work when linked to Payroll Definition
line – you receive an error: “Invalid Custom Calculation return
type – CALCULATION NAME: Int.”
Return Type The calculation will return a decimal value, unless the answer is
Decimal
a whole number.
Date The calculation will return a date value.
This calculation will return the number 1 or the number 0. This

Boolean
option is not often used in a payroll environment.
The calculation will return a string (text) value. This is mostly

String
used for Flexi GL purposes and calculations to trigger alerts.
7
Field / Columns Description
When you add a calculation, the Sage 300 People system will generate a
version number. The first time you add the calculation, the version number will
be 1. When you apply and save changes to the calculation, the version
Active Version
number will be 2, etc. Each version will be kept on record and you will be able
to determine which version of the calculation was used in a specific time frame.
You can select a previous version to be the currently active version.
The calculation, as entered on the Expression section of the Expression

Calculation String Builder screen, displays here. There might be more than one version of the
calculation listed under Calculation Definition.
Calculation Version This column displays the version number of the applicable calculation.
This column displays the rounding option selected on the Properties section of
Round To
the Expression Builder screen.
This column displays the operator selected on the Properties section of the
Calculation Check
Expression Builder screen for a specific logic or condition, which must apply to
Operand
the result of the calculation.
Calculation Check This column displays the value applicable to the logic or condition specified on
Value the Properties section of the Expression Builder screen.
Calculation Check This column displays the required result, as specified on the Properties section
Return of the Expression Builder screen when the logic or condition defined is true.
Buttons under the Calculation Definition section of the Calculation Details screen
Buttons Description
Click on the New record button to add an expression (calculation). The

New record
Expression Builder screen will display.
Click on the Activate Version button to change a previous inactive version to

be the currently active version.
Activate Version
It is crucial to do a recalculation after a new version of a calculation was

activated or defined. You will need to do a general recalculation per
company rule where the calculation is used.
A calculation cannot be deleted while the ID of the calculation is linked to a payroll definition
8
Edit an existing custom calculation

To edit a custom calculation, from the Navigation pane:

5. Select the applicable calculation and click on Detail. Alternatively double-click on the applicable
calculation.
7. Click on New record.
9
8. The Expression Builder screen displays:
9. The calculation can be edited on the Expression Builder screen, which will be discussed in detail
in the following section.
10
Expression Builder screen

The Expression Builder screen enables you to build complex formulas or statements by means of a
graphical interface.
Sections on the Expression Builder screen
Section Description
On the Variables tab the groups (containers), containing different fields or values
applicable to employees, companies or the setup on the Sage 300 People system,
Variables tab
are listed. The items in these groups may be used in calculations, for example, the
employee’s date engaged or fixed salary.
On the Calculations tab the groups, containing existing calculations, are listed.
Calculations tab
The existing calculations in these groups may be used in other calculations.
The Operators section lists operators used for statements or comparisons. The
operators are grouped under the following three categories:
Operators
 Math,
section
 Logical and
 Relational.
The Functions section lists built-in functions used to manipulate or compare

information, for example, the IF statement. The functions are grouped under the
following categories:
Functions  Logical,
section  String,
 Math,
 Date and
 Lookup.
11
Section Description
Expression New calculations are entered in this section and existing calculations can be
section viewed here.
You may define certain behavioural properties that change the way the expression
presents the result, for example, if the answer is less than 10, display 1 instead.
The following options are available on the Properties section:
Indicates if the value is rounded normally, up or down. A

rounded value will drop the cents and change the value to the
closest rand. The rounding options are:
No rounding will be applied to the calculated

None
value.
Will round the calculation result up to the nearest

Round Up whole number, for example, R928.29 round up to
R929.00.
Round To
Will round the calculation result down to the
Properties Round
nearest whole number, for example, R1237.72
section Down
round down to R1237.00.
Will round the calculation result of less than 0.50

down to the nearest whole number. A calculation
Round result of 0.50 and more will be rounded up to the
Normal nearest whole number, for example, R1547.15 will
round to R1547.00, or R1629.71 will round to
R1630.00.
If Calculation Indicates if the value should be changed based on a selected

Value condition, for example, = or > or <, etc.
Check Value Indicates the condition on which a value should be changed.
Return States the value that will replace the expression answer if ‘If
Calculation Value’ is true.
12
Calculation Tooltip
On the Own User Management screen, you can select to display calculation tooltips. The calculation
tooltip will display the schema, table and field name where the applicable field resides in the database.
This will assist you when creating the calculation.
To access the Own User Management screen, from the Navigation pane:
1. Expand the System Tools option.

2. Double-click on the Own User Management option.
3. The Own User Management screen displays:
4. Tick the Calculation Tooltip box.

5. Click on Close.
Example
The Calculation Tooltip is used to identify a field.
The tooltip displays when you hover over a specific field. This tooltip
states: Employee.EmployeeRule.PeriodSalary (Employee).
When searching for an item on the Expression Builder screen, the same path can be used to find the
field. In the above example, the field will thus be found by navigating to Employee, Employee Rule and
then selecting the Period Salary.
End of example
13
Variable section
Variables refer to information available throughout the Sage 300 People system. This information is
unique per employee (for example, own salary information, etc.). The field can be selected in the
Variables section of the Expression Builder screen.
To add a variable to the expression the user can either:

 Enter the field’s key and parent keys, in square brackets, (for example,
[EE.ER.PeriodSalary]) The field names are case sensitive or;
 expand the groups and double-click on the field’s record selector.
To use an employee’s fixed salary in a calculation, you will have to refer to the applicable field as shown
in the tooltip above, for example, [Employee.EmployeeRule.PeriodSalary] x 15%.
To find and select the applicable variable for the period salary of an employee, from the Calculation
Details screen:
1. Click on the New record button.
14
3. Expand the Employee (EE) group on the Variables tab.
4. Expand the Employee Rule (ER) group.
15
5. Double-click on the record selector () for the Period Salary (PeriodSalary) option.
6. The following displays:
7. Once you have double-clicked on the field name on the Variables tab, the variable will be added to
the calculation in the Expression section.
16
8. The remaining information of the calculation can be typed in:
9. Enter * 15 / 100 to complete the calculation.
When you want to multiply with a specific % you can either type it as, for example, * 15 / 100 OR
just * 0.15. The % sign under Math option refers to a different functionality that will be explained in
the next section.
17
Calculations tab
The Calculations tab refers to any other previously saved expressions. This list presents the user with a
shortcut to insert an existing expression into the current expression.
 A copy of the selected calculation is inserted into the current calculation. This implies that a
link exists between the two calculations; if one calculation is changed at any point it will
affect the other.
 To add an existing calculation to the current calculation the user will double-click on the
field’s record selector:
Double-click on the record selector.
 Nested calculations should be contained within brackets to keep the original integrity of the
expression.
18
Operators section
Operators are symbols used either to perform a comparison of two values or to calculate a mathematical
statement.
Math
Operator selections under the Math section of the Expression Builder screen
Operator Description
Adds the value on the left of the operator to the value on the right of the
operator and returns the sum.
+ Plus
For example:
Statement: 3 + 5 Result: 8
Deducts the value on the right of the operator from the value on the left
of the operator and returns the difference.
- Minus
For example:
Statement: 8 - 3 Result: 5
Multiplies the value on the left of the operator with the value on the right
of the operator and returns the product.
* Multiply
For example:
Statement: 3 * 4 Result: 12
Divides the value on the left of the operator by the value on the right of
the operator and returns the result.
/ Divide
For example:
Statement: 8 / 2 Result: 4
Divides the value on the left of the operator by the value to the right of
the operator and returns the remaining value after the value is divided.
For example:
Statement: 17 % 5 Result: 2
% Mod
Explanation:
17 / 5 = 3.5
5*3 = 15
17 – 15 = 2
19
Logical
Operator selections under the Logical section of the Expression Builder screen
Combines two statements and only if both statements are true does the operator return a
True. Normally this function is combined with an If statement.
And
For example:
Statement: (3 = 3) And (5 = 5) Result: True
Statement: (4 = 4) And (6 = 8) Result: False
Combines two statements and if either statement is true does the operator return a True.
Normally this function is combined with an If statement.
Or For example:
Statement: (1 = 1) Or (2 = 3) Result: True
Statement: (9 = 9) Or (2 = 2) Result: True
Statement: (1 = 3) Or (2 = 5) Result: False
Returns a negative result of a comparison, for example, if a statement is False the

operator returns a True.
Not
For example:
Statement: Not (8 = 6) Result: True
Statement: Not (7 = 7) Result: False
Order of operation will always be from left to right (order of appearance). Brackets should be used
if the order of operation is to be changed. Order of operation:
1. Calculations in brackets.
2. Multiply and divide from left to right.
3. Add and subtract from left to right.
For example:
15 – 3 x 5 =0 BUT (15 – 3) x 5 = 60
15 – 15 =0 (12) x 5 = 60
20
Relational
All the relational functions are normally combined with an If-statement. The If-statement can be found in
the Functions section.
Operator selections under the Relational section of the Expression Builder screen
Compares the value on the left of the operator to the value on the right of the
= Equals operator. If the values are the same the operator returns a True. For example:
Statement: 8 = 8 Result: True
Less
< operator. If the left value is smaller the operator returns a True. For example:
Than
Statement: 3 < 5 Result: True
Greater
> operator. If the left value is greater the operator returns a True. For example:
Than
Statement: 7 > 5 Result: True
Less operator. If the left value is either smaller or equal the operator returns a True.
<= Than or For example:
Equal To Statement: 3 <= 5 Result: True
Statement: 5 <= 5 Result: True
Greater operator. If the left value is either greater or equal the operator returns a True.
>= Than or For example:
Equal To Statement: 7 >= 5 Result: True
Statement: 5 >= 5 Result: True
Not operator. If the values are not the same the operator returns a True.
<>
Equal To For example:
Statement: 3 <> 5 Result: True
To add a symbol to the expression, the user can either enter the symbol or double-click on the
symbols record selector.
• Order of operation will be similar to MS Excel, for example, % then / then * then + then -
• Brackets should be used if the order of the operation is to be changed.
For example, 2 + (3 * (10 / 2)) = 17
21
Functions section
The Functions section lists built-in functions used to calculate complex formulas. Most functions require
some brackets to provide information necessary to calculate the result.
Function groups under the Functions section of the Expression Builder screen
Function
Descriptions
Group
A logical function is one that can return a true or false value. These functions are
Logical most commonly used when doing comparisons to determine if certain fields are, for
example, equal to, greater than or lesser than each other.
Most text functions are used to manipulate text or to retrieve information about the
String text string. Some text functions can change the look of the text, and the most
commonly used strings are: ToUpper, ToLower and Proper.
Most Math functions are used to analyse values for statistical purposes. Some of the
Math
Math functions available are Average, Countif, Max and Min.
Date functions are used to return a date according to specifications defined in the
Date calculation. Some of the date functions can be used to get a day, week, month, year
or periods from a specified date and time.
A lookup is used to return a value from a custom sliding scale. To use a lookup in a
Lookup calculation, you first must define the sliding scale or table. A lookup (sliding scale) is
defined on the Table Lookup Manager screen.
Custom
This calculation was added for Singapore and is n/a for South Africa.
Functions
 To add a function to the expression the user can either enter the function manually or
double-click on the record selector.
 Most functions will require at least one parameter to process the request. The user must
ensure to enter all mandatory parameters.
 Functions are case sensitive.
 Functions can be nested, i.e. can be placed in one-another; any function can act as a
parameter. If nested functions are used, ensure to carefully enter all mandatory parameters
for each function.
22
Logical
Operator selections under the Logical Functions section of the Expression Builder screen
Returns a specified value based on a condition. If the condition is true, the

function will return one value. If the condition is false, the function will return a
different value. Use this for one logical condition only.
iif( , , )
Use iif when only one logical test is done.
Example
 Logical Test:
A testable condition which will result in either a true or false result.
 Value if True:
Parameters:
The value that must be returned if the condition is true.
 Value if False:
The value that must be returned if the condition is false.
Usage: iif(Logical_Test, Value_If_True, Value_If_False)
Example: iif(Period Salary > 20 000, “Yes”, “No”)
 True = “Yes”
Result:
 False = “No”
23
Returns a specified value based on a condition. If the condition is true, the

function will return one value. If the condition is false, the function will return
a different value. Use this for one or more logical conditions.
if (THEN ELSE) Important information
if (THEN ELSE) is being used when more than one condition is being
tested.
Example
 Logical Test:
A testable condition which will result in either a true or false result.
 Value if True:
Parameters:
The value that must be returned if the condition is true.
 Value if False:
The value that must be returned if the condition is false.
Usage: if(Logical_Test THEN Value_If_True ELSE Value_If_False)
Example: if(Gender = “M” THEN “Male” ELSE “Female”)
 True = “Male”
Result:
 False = “Female”
Checks if a given parameter is Null, and in the case when it is Null, returns
GetValueOrDefault( , ) the default value specified. Note that a space or an empty string is not Null,
i.e. returns the parameter.
Example
 Value:
A value, variable of the field which will result in either a true or false
result.
Parameters:
 Default Value:
The value that should be returned if the value to be checked contains
a Null value.
Usage: GetValueOrDefault(Value, Default_Value)
Example: GetValueOrDefault (Employee_Termination_Date, ‘2020/09/22’)
 2020/09/22, if Employee_Termination_Date is Null.

Result:
 2020/04/25, if Employee_Termination_Date is 2020/04/25.
24
Checks if a given parameter is null or not. The function returns False if it is

HasValue() Null and True if it contains a value. Note that a space or an empty string is
not Null, i.e. returns True.
Example
 Value:
Parameters: A value, variable of the field which will result in either a true or false
result.
Usage: HasValue(Value)
Example: HasValue(Employee_Termination_Date)
 True, if the employee is terminated.

Result:
 False, if the employee is not terminated.
This calculation was added for Singapore and is not applicable for South
ProRateSplitPeriods( , )
Africa.
SplitPeriods( , )
Africa.
CountChildren()
Africa.
CountNaturalChildren()
Africa.
25
String
Operator selections under the String Functions section of the Expression Builder screen
ToUpper() Returns the given string in capital letters.
Example
Parameters: String: The value of which the case should be converted.
Usage: ToUpper(String)
Example: ToUpper(Mary Poppins and McCain)
Result: MARY POPPINS AND MCCAIN
ToLower() Returns the given string in lower case letters.
Example
Usage: ToLower(String)
Example: ToLower(Mary Poppins and McCain)
Result: mary poppins and mccain
Proper() Returns the given string in title case.
Example
Usage: Propper(String)
Example: Propper(Mary Poppins and McCain)
Result: Mary Poppins And Mccain
26
Returns the subset of characters from a string based on position

SubString( , , )
parameters.
Example
 String: The original string from which a subset of characters should be

extracted.
Parameters:
 StartPos: The position of the first character to extract.
 NumChars: The number of characters to extract.
Usage: SubString(String, StartPos, NumChars)
Example: SubString(Mary Poppins and McCain, 6, 7)
Result: Poppins
Deletes a specified length of characters from specified string, beginning at a

Remove( , )
specified start position.
Example
 String: The original string from which a subset of characters should be

extracted.
Parameters:
 StartPos: The position of the first character to extract.
 NumChars: The number of characters to extract.
Usage: Remove(String, StartPos, NumChars)
Example: Remove(Mary Poppins and McCain, 6, 7)
Result: Mary and Mc Cain
Replaces all occurrences of a subset of characters within a string by a given

Replace()
second string.
Example
 String1: The original string from which a subset of characters should

be replaced.
Parameters:  String2: The part of String1 that should be replaced.
 String3: The characters that will replace all occurrences of String2
within String1.
Usage: Replace(String1, String2, String3)
Example: Replace(“Mary Poppins and McCain”, “and”, &)
Result: Mary Poppins & McCain
Example: Replace(Mary Poppins and McCain, “ ”, “_”)
Result: Mary_Poppins_and_McCain
27
IndexOf() Returns the position of the first occurrence of a string within another string.
Example
 String1: The full string within which the position of the second string is
to be determined.
Parameters:
 String2: The character(s) of which the position of the first occurrence
is required.
Usage: IndexOf(String1, String2)
Example: IndexOf(Mary Poppins and McCain, “y”)
Result: 4
Example: IndexOf(Mary Poppins and McCain, “and”)
Result: 14
Removes all spaces from the text string except for single spaces between
Trim()
words.
Example
Parameters: String1: The string of which the length is required.
Usage: Trim(String1)
Example: Trim(" First Quarter Earnings ")
Result: First Quarter Earnings
TrimStart() Removes all leading spaces from the text string.
Example
Usage: TrimStart(String1)
Example: TrimStart(" First Quarter Earnings ")
28
TrimEnd() Removes all trailing spaces from the text string.
Example
Usage: TrimEnd(String1)
Example: TrimEnd(" First Quarter Earnings ")
Counts the number of characters, including spaces and numbers, in a piece

Len()
of text.
Example
Usage: Len(String1)
Example: Len(Mary Poppins and McCain)
Result: 23
29
Math
Abs() Returns the positive value of the given numeric expression.
Example
Parameters: Value: The value that must be converted to an absolute value.
Usage: Abs(Value)
Example: Abs(-561.84)
Result: 561.84
Sqrt() Returns the square root of a given number.
Example
Parameters: Value: The value of which the user wants the square root.
Usage: Sqrt(Value)
Example: Sqrt(16)
Result: 4
Returns the average value from the specified values, to a maximum of four
Average()
decimals.
Example
 Value1: The first of the values to determine the average value.

 Value2: The second of the values to determine the average value.
Parameters:
 ValueN: Any number of values can be listed to determine the average
value.
Usage: Average(Value1, Value2, …, ValueN)
Example: Average(162, 365, 89)
Result: 205.3333
30
CountIf() Returns the number of items that meet a specified criterion.
Example
 Criterion: The criterion to be used for a value to be counted. If a value

meets the specified criterion, it will be counted.
Parameters:  Value1: The first of the values being compared to be counted.
 Value2: The second of the values being compared to be counted.
 ValueN: Any number of values can be listed to be counted.
Usage: CountIf(Criterion, Value1, Value2, …, ValueN)
Example: CountIf(<100, 365, 10, 99, 101)
Result: 2
Max() Returns the maximum value from the specified values.
Example
 Value1: The first of the values being compared to return the highest
value.
 Value2: The second of the values being compared to return the
Parameters:
highest value.
 ValueN: Any number of values can be listed to return the highest
value.
Usage: Max(Value1, Value2, …, ValueN)
Example: Max(100, 365, 10)
Result: 365
Min() Returns the minimum value from the specified values.
Example
 Value1: The first of the values being compared to return the lowest
value.
 Value2: The second of the values being compared to return the
Parameters:
lowest value.
 ValueN: Any number of values can be listed to return the lowest
value.
Usage: Min(Value1, Value2, …, ValueN)
Example: Min(100, 365, 10)
Result: 10
31
If the values in the Min() and Max() functions need to be calculated, it is better to do the
calculations as nested calculations which are then used in these functions.
Returns the smallest integer that is greater than or equal to the given
Ceiling()
numeric expression.
Example
Value: The value of which you want the ceiling integer value, i.e. this
Parameters:
function rounds the value upwards to the nearest integer.
Usage: Ceiling(Value)
Example: Ceiling(64.16)
Result: 65
Example 2 Ceiling(-28.99)
Result -28
Floor() Converts the number to an absolute without rounding.
Example
 Number: The numeric value of which the user wants the round.
Parameters:
 Significance: The multiple to which you want to round.
Usage: Floor(Number, significance)
Example: Floor(3.7)
Result: 3
32
Date
Please note all dates should be typed in the following format within formulas: yyyy/mm/dd. The
dates should be typed in single quotes – ‘yyyy/mm/dd’.
Today() Extracts a date from the defined DateTime.
Example
Parameters: Value: A string value from which the date must be returned.
Usage: Today()
Example: Today()
Result: Will return today’s date on the computer.
DateDiffDay() Returns the number of days difference between two dates.
Example
 Start Date: The date from which to calculate the number of days
difference.
Parameters:
 End Date: The date to which to calculate the number of days
difference.
Usage: DateDiffDay(Start_Date, End_Date)
Example: DateDiffDay(‘2020/01/16’, ‘2020/01/19’)
Result: 3
33
DateDiffMonth() Returns the number of months difference between two dates.
Example
 Start Date: The date from which to calculate the number of months
difference.
Parameters:
 End Date: The date to which to calculate the number of months
difference.
Usage: DateDiffMonth(Start_Date,End_Date)
Example: DateDiffMonth(‘2020/01/16’, ‘2020/03/09’)
Result: 2
DateDiffYear() Returns the number of years difference between two dates.
Example
 Start Date: The date from which to calculate the number of years
difference.
Parameters:
 End Date: The date to which to calculate the number of years
difference.
Usage: DateDiffYear(Start_Date, End_Date)
Example: DateDiffYear(‘2018/09/16’, ‘2020/08/17’)
Result: 2
DateDiffPeriod() Returns the number of periods difference between two dates.
Example
 Start Date: The date from which to calculate the number of months
difference.
Parameters:
 End Date: The date to which to calculate the number of months
difference.
Usage: DateDiffPeriod(Start_Date, End_Date)
Example: DateDiffPeriod(‘2020/01/29’, ‘2020/03/19’)
Result: 2 (if in a monthly company)
34
DateDiffBusinessDays() Returns the number of business days difference between two dates.
Example
 Start Date: The date from which to calculate the number of business
days difference.
Parameters:
 End Date: The date to which to calculate the number of business
days difference.
Usage: DateDiffBusinessDays(StartDate, EndDate)
Example: DateDiffBusinessDays (‘2020/04/10’, ‘2020/04/20’)
Result: 10
DateDiffWorkDays() Returns the number of workdays difference between two dates.
Example
 Start Date: The date from which to calculate the number of

workdays difference.
Parameters:
 End Date: The date to which to calculate the number of workdays
difference.
Usage: DateDiffWorkDays(StartDate, EndDate)
Example: DateDiffWorkDays (‘2020/04/10’, ‘2020/04/20’)
Result: 7
GetDate() Extracts a date from the defined DateTime.
Example
Parameters: Value: A string value from which the date must be returned
Usage: GetDate()
Example: GetDate()
Result: Will return today’s date on the computer
35
GetDayOfWeek() Extracts a day of the week from the defined DateTime.
Example
Date_Time: The date from which the weekday number must be extracted.
Parameters:
This is a value out of 7.
Usage: GetDayOfWeek(Date_Time)
Example: GetDayOfWeek(‘2020/10/09’)
Result: 5
GetDayOfYear() Extracts a day of the year from the defined DateTime.
Example
Date_Time: The date from which the day of year number must be extracted.
Parameters: This is a value out of 365 or 366. The calculation will look at the calendar
year.
Usage: GetDayOfYear(Date_Time)
Example: GetDayOfYear(25 June 2020)
Result: 176
GetDayOfPeriod() Extracts a day of the period from the defined DateTime.
Example
Parameters: Date_Time: The date from which the period day number must be extracted.
Usage: GetDayOfPeriod(Date_Time)
Example: GetDayOfPeriod(‘2020/09/24’)
Result: 9 (if a fortnightly company, this number is out of 14)
36
Returns a date that is the specified number of business days away from the
AddBusinessDays()
specified date.
Example
 Date_Time: A date value.

Parameters:  Days_Count: The number of business days to add to the Date_Time.
Can be a negative value.
Usage: AddBusinessDays(Date_Time, Days_Count)
Example: AddBusinessDays (‘2020/02/14’, 6)
Result: 24 February 2020
Returns a date that is the specified number of days away from the specified
AddDays()
date.
Example

Parameters:  Days_Count: The number of days to add to the Date_Time. Can be a
negative value.
Usage: AddDays(Date_Time, Days_Count)
Example: AddDays(‘2020/11/26’, 6)
Result: 2 December 2021
IsWorkDay() Determines whether a date is a workday.
Example
 Logical_Test: A testable condition which will result in either a true or

false result.
Parameters:  Value_If_True: The value that must be returned if the condition is true.
 Value_If_False: The value that must be returned if the condition is
false.
Iif(IsWorkDay([CF.Payslip.UnitLine.DateWorked] = True), Value_If_True,

Usage:
Value_If_False)
Example: Iif(IsWorkDay([CF.Payslip.UnitLine.DateWorked] = True, “3300”, “2000”)
 if True = “R3300”
Result:
 if False = “R2000”
37
IsBusinessDay() Determines whether a date is a business day.
Example
 Logical_Test: A testable condition which will result in

either a true or false result.
 Value_If_True: The value that must be returned if the
Parameters:
condition is true.
 Value_If_False: The value that must be returned if the
condition is false.
Iif(IsBusinessDay([CF.Payslip.UnitLine.DateWorked] = True),
Usage:
Value_If_True, Value_If_False)
Iif(IsBusinessDay([CF.Payslip.UnitLine.DateWorked] = True,
Example:
“3300”, “2000”)
 if True = “R3300”
Result:
 if False = “R2000”
GetEmployeeCurrentYearWorking
Returns the total working days in the current calendar year.
Days()
Example
Value: Counts the number of working days in the calendar

Parameters:
year.
Usage: GetEmployeeCurrentYearWorkingDays()
Example: GetEmployeeCurrentYearWorkingDays()
Result: Will count all the working days in the current calendar year.
38
GetEmployeeCurrentYear
Returns the total number of working days in the current calendar year.
TotalCalendarDays()
Example
 Logical_Test: A testable condition which will result in either a

true or false result.
 Value_If_True: PPH days must be included when calculating
Parameters:
workdays in the current calendar year.
 Value_If_False: PPH days must not be included when
calculating workdays in the current calendar year.
To enable the user to include

(GetEmployeeCurrentYearTotalCalendarDays(True) the public
Usage:
holidays in the calendar year or to exclude
GetEmployeeCurrentYearTotalCalendarDays(False).
Example: GetEmployeeCurrentYearTotalCalendarDays(False)
Will count all the working days in the current calendar year excluding
Result:
the Public Holidays.
Returns a date that is the specified number of months away from the
AddMonths()
specified date.
Example

Parameters:  Months_Count: The number of months to add to the Date_Time.
Usage: AddMonths(Date_Time, Months_Count)
Example: AddMonths(‘2020/01/15’, 3)
Result: 15 April 2020
Returns a date that is the specified number of periods away from the
AddPeriods() specified date. If the given date falls in the middle of a period, the result
date will also fall in the middle of a period.
Example

Parameters:  Periods_Count: The number of periods to add to the Date_Time.
Usage: AddPeriods(Date_Time, Periods_Count)
Example: AddPeriods(‘2020/06/15’, 3)
Result: 15 September 2020 (if in monthly a company)
39
Returns a date value that is the specified number of years away from the
AddYears()
specified date.
Example
 Date_Time: A date time value.

Parameters:  Years_Count: The number of years to add to the Date_Time. Can be a
negative value.
Usage: AddYears(Date_Time, Years_Count)
Example: AddYears(‘2018/01/07’, 2)
Result: 07 January 2020
GetWeekNumber() Returns the week number of the given date.
Example
Date_Time: The date from which the week number must be extracted. This does
Parameters:
not look at your system when in a weekly company but at the calendar weeks.
Usage: GetWeekNumber(Date_Time)
Example: GetWeekNumber(6 February 2020)
Result: 6
GetYear() Extracts a year from the defined DateTime.
Example
Parameters: Date_Time: The date from which the year must be extracted.
Usage: GetYear(Date_Time)
Example: GetYear(‘2020/02/15’)
Result: 2020
40
GetMonth() Extracts a month from the defined DateTime.
Example
Date_Time: The date from which the month number must be extracted. This is a
Parameters:
value out of 12.
Usage: GetMonth(Date_Time)
Example: GetMonth(‘2020/09/18’)
Result: 9
GetDay() Extracts a day of the month from the defined DateTime.
Example
Parameters: Date_Time: The date from which the day must be extracted.
Usage: GetDay(Date_Time)
Example: GetDay(‘2020/02/15’)
Result: 15
41
Lookup
A lookup is used to return a value from a custom sliding scale. To use a lookup in an expression the user
must first define the sliding scale.
Lookup A lookup is used to return a value from a custom sliding scale.
Example
 LookupCode: The unique code of the defined table lookup.

 Value: The value used in the sliding scales of the table lookup, therefore the
Parameters:
value to lookup in the database in order to return the “Range Value” in the
lookup table.
Usage: Lookup(Lookup Code,Value)
Example: [Lookup(KCP_AM, [EE.ER.PeriodSalary])]
Result: 1592
Example
Example of a Table Lookup, using the employees Period Salary as brackets:
Employee Salary brackets. Bracket return value.
42
Example of a Table Lookup calculation:
Lookup selection.
Lookup calculation.
The expression looks at the following:
([Go to the Lookup table KeyCare Plus Adult and Main, [Get the employee’s Period Salary to see in
which bracket the employee falls])] and return the value for the bracket. After this, the value is multiplied
by the number of medical aid dependants and the following lookup is done.
The employees medical aid calculates as R 1 592.00, due to the employee’s period salary being
R 22 500.00 which is in the last bracket of the table lookup.
43
End of example
Refer to
Refer to Lesson 3, for further explanation on the Table Lookup Manager.
44
Expression section
The expression area displays the current calculation as it is entered. This area is populated by either
typing the calculation or using a combination of typing and double-clicking on field selections.
To complete the Expression, from the Expression Builder screen:
1. Complete the Expression field.
2. Click on Verify. A calculation can only be applied if it was verified as correct.

3. The Status will change to Verified:
4. Click on Ok.
5. The following message displays:
6. Click on Yes.
45
7. The screen will return to the Calculation Details screen:
8. Click on Save.
10. Click on OK.

11. Close the screens.
12. The calculation can now be used in either another calculation or linked to a payroll definition.
Remember when using any form of numbers within your calculation to always give it two
decimals in order to return the correct value. If no decimals are used the value will be rounded up
or down or an error message might be returned. For example, instead of entering only 3 x 5 enter
it as 3.00 x 5.00.
46
Nested calculations
Existing calculations on the Calculations tab of the Expression Builder screen may be used within each
other or in new calculations. When an existing calculation is used in another calculation it is referred to as
a nested calculation. The list of calculations in the Calculations section allows you to simply double-click
on the record indicator of the applicable calculation.
Example
Example of a nested calculation in an expression.
A copy of the selected calculation is inserted into another

calculation. The calculation will be inserted with { } brackets.
End of example
Nested calculation brackets execute first, then all other brackets before the entire calculation is
done.
47
Steps to enter a simple calculation

Calculation scenario:
An allowance should be calculated depending on the Period Salary amount. If the Period Salary is less
than R11 000 then the allowance will be calculated as Period Salary x 10%. However, if the Period Salary
is greater than or equal to R11 000, the allowance will be calculated as Period Salary x 15%.
The calculation in the system will look as follow:
if( [EE.ER.PeriodSalary] < 11000

THEN [EE.ER.PeriodSalary] * 0.10
ELSE [EE.ER.PeriodSalary] * 0.15 )

5. Click on New.
48
7. Complete the Code and Description fields.

8. Select the applicable Company, only if it should be applicable to a specific company.
9. Select the applicable Calculation Group.
10. Click on Save.
11. Click on OK.
13. Click on the New record button.
49
13. Click in the Expression section.

14. Enter the if( THEN ELSE ) function:
15. Expand the Logical option under the Functions section.

16. Double-click on the if( THEN ELSE ) function.
17. Place the cursor inside the brackets of the if( THEN ELSE ) function, in front of THEN.
50
18. Add the Period Salary field to the calculation:
19. Expand the Employee (EE) group on the Variables tab.

20. Use the scroll bar to scroll down to the Employee Rule (ER) group.

22. Use the scroll bar to scroll down to the Period Salary (PeriodSalary) option.
51
23. Double-click on the Period Salary (PeriodSalary) option.

24. The period salary will now display as [EE.ER.PeriodSalary] within the if (THEN ELSE) function.
25. Add the first part of the calculation which will indicate a period salary of less than R 11 000.00:
26. Place the cursor in front of the THEN and press Enter on your keyboard.
27. Place the cursor after the of [EE.ER.PeriodSalary] function.
28. Expand the Relational operator under the Operators section.
29. Double-click on the less than (<) operator.
30. Enter the value of 11000.00.
52
31. Indicate what the calculation will be, if the period salary should be less than R11 000.00, after the
THEN:
32. Place the cursor after the THEN and press Enter on your keyboard.
33. Place the cursor after the of THEN function.
34. Double-click on Period Salary (PeriodSalary) option.
35. Expand the Math option under the Operators section.
36. Double-click on the multiply (*) operator.
37. Enter the percentage value as 0.10.
38. Indicate what the calculation will be, if the period salary should be greater than or equal to
R11 000.00, after the ELSE.
39. Place the cursor after the of ELSE function.

40. Double-click on Period Salary (PeriodSalary) option.
41. Expand the Math option under the Operators section.
42. Double-click on the multiply (*) operator.
43. Enter the percentage value as 0.15.
53
44. In order to apply the statement, the expression must be verified:
Calculation condition.
Value if True.
Value if False.
45. Click on Verify.

46. If there was an error with the formula, the system will display an error message. Click on OK. To
correct the mistake in the expression, click on the Correct button. Fix all errors and verify the
calculation again.
47. The Status will change to Verified.
48. Click on Ok.
50. Click on Yes.

51. The screen will return to the Calculation Details screen:
54
52. Click on Save.

53. Click on OK.
Remember to link the calculation to a payroll definition in order for it to calculate on an employee.
General rules
The following are general rules to follow when using a calculation:
 For every opening bracket, you need a closing bracket.
 Order of operation: Calculates from left to right, in order of appearance. Multiply and divide will
happen before adding and subtracting when no brackets are used.
 Brackets: Executes nested brackets first, then all other brackets before the entire calculation is
done.
 Never have a space between a function and the opening bracket.
 An expression can be nested to formulate extremely complex expressions. To use a nested
expression, select an existing expression from the ‘Calculations’ tab.
 Do not use the % sign when multiplying with a % value, for example, Period Salary * 8% should be
written as Period Salary * 0.08 OR Period Salary * 8.00 / 100.00. The % sign refers to the Mod
operator and is used for something else.
 When using a DateDiffMonth or DateDiffYear or DateDiffDay calculation, remember that it will
exclude the current therefore you have to + 1 in the calculation should you have to include the
current month / year / day as well. This rule applies to all DateDiff calculations.
A check is built into the system to verify calculations in the Sage 300 People system which are faulty.
The check will run the first time Sage 300 People is opened after an update is installed.
Example
After the check you will receive a warning message with a list of faulty calculations.
These calculations need to be verified and corrected.
End of example
55
Calculation examples
Pension fund
Pension fund calculations
Calculation Calculation on the system
Contribution: 8% of monthly
[EE.ER.PeriodSalary] * 0.08
salary
Contribution: 7% of basic if([EE.ER.PeriodSalary] * 0.07 > 800

salary to a maximum of THEN 800
R800.00 ELSE [EE.ER.PeriodSalary] * 0.07)
Pension fund contribution is

based on 6.5% of 70% of the ([EE.ER.PeriodSalary] * 0.7) * 0.065
total package.
Provident fund
Provident fund calculation
Contribution: 15% of 83% of

([EE.ER.PeriodSalary] * 0.83) * 0.15
package
56
RFI
RFI calculation:
[PS.EA.CODE.SALARY.Total] + [PS.EA.CODE.WAGE.Total] +
Basic RFI calculation
[PS.EA.CODE.UNPAID_LVE.Total]
Min({TAX_PACK_COMP},{PENSIONABLE_SAL})
 Where {PENSIONABLE_SAL} is:

Cost to Company RFI [PD.RemunerationAmount] * 0.7
calculation
 Where {TAX_PACK_COMP} is:
[PS.EA.CODE.CASH.Total] + [PS.FB.CODE.MEDICALAID.Total] +
[PS.EA.CODE.HOUSING_ALLOW.Total]
Never use the Period Salary from the Employee Rule screen for the RFI calculation when the
Pension/Provident Fund is based on the package. It will be doubled by the number of Pay Runs on
the employee’s Payslip Definition screen, which will calculate the incorrect amount. RFI is based
on actuals, therefore the Total column should always be used. Should the Pension/Provident
Fund calculation be based on the package, then the Remuneration Amount should be used from
the employee’s Payslip Definition screen.
Depending on the RFI calculation (Salary, Cost-to-Company or Wages) you might have to create
more than one Retirement Fund for one specific fund. More than one Pension/Provident Fund
definition (deduction and CC) should also be created in order to link the Company Retirement
Fund to the Company contribution. If not, then the one RFI calculation should cater for all options.
The reason for this is because only one RFI calculation can be linked to the Company Retirement
Fund (DB and Hybrid funds).
57
Production bonus
Production bonus calculation
if([PS.EA.CODE.OT1_5_1.Units] > 8.00

THEN 200
 Overtime 1.5 is between 0
ELSE
hours and 5 hours = R50
if([PS.EA.CODE.OT1_5_1.Units]> 5.00
 Overtime 1.5 is between 5.01
THEN 100
hours and 8 hours = R100
 Overtime 1.5 is between 8.01
ELSE
hours and above = R200
if([PS.EA.CODE.OT1_5_1.Units] > 0
 Else, no production bonus. THEN 50.00
ELSE 0)))
Provision for tax on annual bonus

Provision for tax on annual bonus calculation
( {ANN_BON} - [PS.PV.CODE.PROV_TAX_BONUS.YTDTotal] )
Employees would like to / {REM_TAX_PR}
make provision on tax for
their annual bonus.  Where {ANN_BON} is:
if( [EE.PeriodsInService] >= 6
They will only receive an THEN [EE.ER.PeriodSalary]
annual bonus if they worked ELSE 0)
at the company for more
than 6 months.  Where {REM_TAX_PR} is:
DateDiffPeriod([PR.EndDate],[CR.CompanyTaxYearEnd]) +1
Long service leave

Long service leave calculation
Condition Calculation
if(DateDiffMonth([EE.DateEngaged],[PR.EndDate] + 1) > 96
 An employee receives three THEN 6.00
extra leave days if employed
for five years, and ELSE
 An additional three days if if(DateDiffMonth([EE.DateEngaged],[PR.EndDate] + 1) > 60
he/she is employed for THEN 3.00
longer than eight years.
ELSE 0))
58
Null values
Fields with no values i.e. empty fields are saved as NULL values in the database because no value is
specified. When using a value in a calculation that could be NULL, for example, Additional Rates,
Termination Date or Termination Reason, the calculation will not calculate correctly. If no Period Salary,
Annual Salary, Rate per Day or Rate per Hour are entered then the values will be saved as NULL.
When using a value in a calculation that can be NULL, make use of the GetValueOrDefault( , ) logical
function. If not used, the entire calculation will fail, and nothing will pull through.
NULL value calculations
Condition Calculation
if({CHARGE_OUT} = 0
THEN ([PS.EA.CODE.CALL_OUT.UnitsCapture] *
Callouts after hours should be [EE.ER.RatePerHour])
paid against the Charge Out Rate.
ELSE
For employees without a Charge ([PS.EA.CODE.CALL_OUT.UnitsCapture] * {CHARGE_OUT}))
Out Rate, use the Rate Per Hour.
 Where {CHARGE_OUT} is:
GetValueOrDefault([EE.ER.ChargeoutRate],0)
Actual age
There is no employee actual age field that can be selected in the Calculation Manager, Report Writer or
Data Export. The only age field available is the tax age (age up until the end of the tax year). A calculation
can be created calculating the actual age of each employee.
Actual age calculation
Condition Calculation on the system
if({AGE_MONTH} > {PERIOD_MONTH}

THEN {AGE_YEAR} - 1
ELSE {AGE_YEAR})
IF the birth month is greater
 Where {AGE_MONTH} is:
than the period month
GetMonth([EE.EN.BirthDate])
THEN age = difference
 Where {PERIOD_MONTH} is:
between birthday year and
GetMonth([PR.EndDate])
period year – 1
ELSE age = difference between  Where {AGE_YEAR} is:

birthday year and period year. DateDiffYear([EE.EN.BirthDate],[PR.EndDate])
Or
Floor((DateDiffMonth([EE.EN.BirthDate],[PR.EndDate])-1)/12)
59
Date calculations
Custom calculations can be created to compare dates in Sage 300 People. These calculations may be
used as nested calculations, execution able calculations or as alert calculations.
Alert calculation
[EE.ProbationPeriodEndDate] >= [PR.StartDate]

AND
[EE.ProbationPeriodEndDate] <= [PR.EndDate]
Setup an Alert to notify the Important information

Payroll administrator which
employees are in the last period
of their probation period. Calculations used for Alert should be setup up with a
Return Type String
Units / Units Capture

All input happens on the Units Capture field (batches and manual input) and the accumulated units are
stored in the Units field. It is therefore important to use the correct field when writing your calculation.
Example
Units Capture example

Overtime: Hours captured x 2 x Rate/Hour.
In the example above, you will have to use the Units Capture field because you will do the input on the
same earning line once or more times. If you were to select the Units field, no amount will be calculated
the first time you do input and thereafter it will calculate the incorrect amount as it will use the
accumulated hours’ value and not the current captured hours value.
Units example
Incentive: Total Overtime hours x 100.
In the example above, you will have to use the Units field as you want to look at the TOTAL accumulated
hours in order to perform the calculation for the Incentive. The Units Capture field will not work as you are
not going to capture any unit input on the Incentive earning line, but on the Overtime earning line.
End of example
60
Lesson 3: Table Lookup Manager

Learning outcomes
The purpose of this lesson is to give you an overview of how the Table Lookup Manager option works.
Learning objectives
 Access the Table Lookup Manager screen.

 Create a new Table Lookup Definition.
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Table lookup manager

The Table Lookup Manager is very versatile and can be used for many different calculations and even for
Flexi GL layouts. You need to define a sliding scale in the Table Lookup Manager which will then be used
in the Lookup function in the calculation Expression Builder.
To access the Table Lookup Manager screen, from the Navigation pane:

3. Double-click on the Table Lookup Manager option.
4. The Table Lookup Manager screen displays:
5. Double-click on the applicable table lookup definition.

6. The Table Lookup Items screen displays:
62
Fields on the Table Lookup Items screen
Field Description
Code Enter a unique code for the table lookup.
Short and Long

Enter a short and long description for the table lookup.
Description
When you add a calculation, the Sage 300 People system will generate a
version number. The first time you add the calculation, the version number will
be 1. When you add new sliding scale values, the version number will be 2,
Active Version
etc. Each version will be kept on record and you will be able to determine
which version of the calculation was used in a specific time frame. You can
select a previous version to be the currently active version.
Select the format of the lookup value, i.e. the value that will be returned by the
lookup calculation. These values will be defined in the Range Value column of
the table lookup. The options are:
Date The calculation will return a date value.
The calculation will return a decimal value, unless the answer

Decimal
Table Value Type is a whole number.
The calculation will return a whole value; no fraction or decimal

Integer
will be returned.
The calculation will return a string (text) value. This is mostly

String used for Flexi GL purposes or creating custom alert
calculations.
You can specify a default value. This value will default for every record unless
no default value is specified. This can be used for Flexi GL purposes where for
Default Int Value
example, you want to default the same value for all records except for the first
or last.
Tick the box to use the minimum value as the minimum cap for each sliding
scale. For example, if your minimum value = 1000 and an employee only got
Min Value Inclusive 999, then the Range Value returned will look at the previous sliding scale
where 999 is included. The minimum values are specified in the Min Range
column for each sliding scale.
Tick the box to use the maximum value as the maximum cap for each sliding
scale. For example, if your maximum value = 1000 and an employee got
Max Value Inclusive 1000.50, then the Range Value returned will look at the next sliding scale
where 1000.50 is included. The maximum values are specified in the Max
Range column for each sliding scale.
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Should you want to use the Min Value Inclusive as well as the Max Value Inclusive, you must
make sure that the sliding scales includes all cents (decimal) figures in-between amounts to make
sure that no amounts are excluded.
Example
For example:
Scale Contribution
0 – 600 1000
601 – 800 1500
801 – 1000 2000
Scenario 1: Min and Max Value Inclusive

Based on the table above, all amounts in-between 600 and 601, as well as 800 and 801, will be excluded,
therefore the cents. This means that no contribution will be calculated if an employee has anything
between 600.01 and 600.99 as well as 800.01 and 800.99. Make sure to include the amounts with
decimals (cents): 600.99 and 800.99 in the Max Range should you want to tick both tick boxes.
Scenario 2: Min Value Inclusive

Based on the table above, the minimum values will be included as the start of each new sliding scale. All
amounts less than 601 will have a 1000 contribution and less than 801 will have a 1500 contribution. This
means that the amounts with cents (between 600.01 and 600.99 and between 800.01 and 800.99) will
automatically be included in each bracket because the Max Value Inclusive tick box is not ticked.
Scenario 3: Max Value Inclusive

Based on the table above, the maximum values will be included as the end of each new sliding scale. All
amounts up to 600 will have a 1000 contribution and up to 800 will have a 1500 contribution etc. This
means that the amounts with cents (between 600.01 and 600.99 and between 800.01 and 800.99) will
automatically be included in the next bracket, therefore part of the 601 and 801 brackets because the Min
Value Inclusive tick box is not ticked.
End of example
64
Loading a new table lookup definition

To access the Table Lookup Manager screen, from the Navigation pane:

5. Click on New.
7. Complete the Code, Short and Long Description fields.

8. Select the applicable Table Value Type.
9. Complete the Default Int Value field if applicable.
10. Tick the applicable boxes for Min Value Inclusive and/or Max Value Inclusive fields.
11. Click on New record under the Table Lookup Items section.
65
13. Click on Add for each range needed.

14. Complete the Min Range, Max Range and Range Value fields.
15. Click on Close.
17. Click on Yes.

18. The new items display on the Table Lookup Items screen:
19. Click on Save.

20. Click on OK.
66
Once you have created the Table Lookup, you can use it for a custom calculation or a Flexi GL. In a
custom calculation, you will use the Lookup function. The Lookup function is used to return a value from
a sliding scale.
Lookup
 LookupCode: The unique code of the defined table lookup.

Parameters:
 Value: The value passed to the function used to identify the applicable band.
Usage: Lookup(Value)
Example: Lookup(COMM_11.12 380)
Result: 0.05
All the Table Lookups defined will be listed under the Lookup function.
After the comma, select the field in Sage 300 People that should be
checked per employee before the Range Value is returned from the sliding
scale the employee falls in. This is what the Table Lookup is based on.
67
Example
The Anniversary Bonus calculation is based on the employees’ years in service with the company. The
Table Lookup refers to the Periods in Service values as sliding scales in order to return the Anniversary
Bonus amount:
Sliding scales with Annual Bonus contribution

min and max values. to be returned.
The custom calculation is defined as: [Lookup(ANN_BONUS, {MIS})]

Where {MIS} refers to: ([EE.YearsInService] * 12.00) + [EE.MonthsInService]
The Sage 300 People system will do the {MIS} calculation in order to calculate each employee’s periods
in service value. The Table Lookup sliding scales will then be used to check the bracket in which each
employee falls in order to return the Annual Bonus amount.
End of example
68
Lesson 4: Pro rata calculations

Learning outcomes
The purpose of this lesson is to understand how to add pro rata calculations.
Learning objectives
At the end of this lesson, you will be able to:
 Access the Pro Rata Calculation screen.

 Add new pro rata calculations.
69
Pro Rata Calculations screen

Pro rata calculations are database wide. This means that the pro rata calculations may be used in any
company.
To access the Pro Rata Calculations screen, from the Navigation pane:

3. Double-click on the Pro Rata Calculations option.
4. The Pro Rata Calculations screen displays:
5. To load a new pro rata calculation, click on New.
Fields on the Pro Rata Calculations screen
Field Description
Code, Short and

Enter a code, short and long description for the pro rata calculation.
Long Description
Select the pro rata type. The options are:
This option allows you to create a custom calculation to

Custom calculate the pro rata amount. Note that this option does not
Standard allow the user to capture units on the employee’s Payslip
Detail screen.
This option allows you to create a custom pro rata calculation

Custom Units
using the units the user entered on the Payslip Detail screen.
Pro Rata Type
Calendar Days Calculation = Period Salary / actual Calendar Days.
Average
Calculation = Period Salary / 30.
Calendar Days
Work Days Calculation = Period Salary / actual Work Days.
Calculation = Period Salary / Amount (value entered in the

Simple Divide
Amount column).
70
Field Description
If the Pro Rata Type is set to Custom Standard, select the calculation to which to
Calculation Entry
link the pro rata definition.
If the Pro Rata Type is set to Simple Divide, enter the value the employee’s
Amount
period salary must be divided by to calculate the employee’s rate per day.
When the Cash earning is calculated by means of a Remuneration Structure, the Cash pro rata
calculation will first pro rata the Period Salary and then all the package components will be
subtracted before the Cash value is calculated.
71
Lesson 5: Smart calculations

Learning outcomes
The purpose of this lesson is to understand how to add smart calculations on payroll definitions.
Learning objectives
 Add a smart calculation on a payroll definition.
73
Smart calculations on payroll definitions

There are pre-defined smart calculations that can be linked to a payroll definition, should it not be
necessary to create a custom calculation. Before choosing one of the smart calculations, always make
sure that the correct Input Type has been selected together with the applicable Calculation Type.
To access the applicable Definition Detail screen, from the Navigation pane:
1. Expand the Company Management option.

2. Expand the Payroll Definitions option.
3. Double-click on the applicable Payroll Definition option.
4. The payroll Definition Detail screen displays:
Input Type
Select the type of input that will be done on the Payslip Detail screen:
 Integer: this option allows you to enter units without decimals.
 Decimal: this option allows you to enter units with decimals.
 Hours and minutes: this option allows you to enter hours and minutes.
 Hours and decimals: this option allows you to enter hours in a decimal format.
 Calculation/Input: this option allows you to define a calculation that will calculate the payslip
amount. Also, select this option when you must manually enter the amount on the payslip. This
option does not allow you to enter any unit or hourly input to calculate the amount.
74
Calculation Type
If you have selected Calculation/Input as the Input Type, you can enter a fixed amount or create a
custom calculation. If this field is equal to None, you must enter amounts manually on the Payslip Detail
screen.
If you have selected any of the other options, the Sage 300 People system will allow you to create a
custom calculation or select one of the pre-defined smart calculations:
 Custom: available for all input types. This option allows you to create a custom calculation using
the Expression Builder.
 Fixed Amount: this option is only available for the Calculation/Input type. This option allows you to
enter a fixed amount.
 Units * Amount: available for Decimal and Integer Input Types.
 Units * Amount * RPH: available for Hours/Minutes and Hours/Decimal Input types.
 Units * Amount * RPH (where the units default to the employee hours per period): available
for Hours/Minutes and Hours/Decimal Input types.
 Units * Amount * RPD: available for Integer and Decimal input types.
 Units * Amount * RPD (where the units default to the employee days per period): available for
Integer and Decimal Input types.
 Units * Amount On Unit Line (Default Value on Definition): available for Integer and Decimal
Input types.
 Units * Calculated Amount based on Unit Line: available for Integer and Decimal Input types.
 Units refer to the units entered on the Payslip Detail screen.

 Amount refers to the amount entered in the Calculation Amount field of the Payroll
Definition Detail screen.
 RPH refers to the Rate per Hour of the employee on the employee’s Rates and Hours
screen.
 RPD refers to the Rate per Day of the employee on the employee’s Rates and Hours screen.
 Amount On Unit Line refers to the amount entered in the Rate Capture column on the
employee’s Payslip Detail screen. You can enter a default rate, or you can enter the rate
when you do the input on the Payslip Detail screen.
 Calculated Amount based on Unit Line refers to the amount calculated by means of a
custom calculation.
75
Lesson 6: Calculations on employee screens

Learning outcomes
The purpose of this lesson is to understand how calculations influences the employee screens.
Learning objectives
 View the various calculation scenarios on the employee screens.
77
Payslip Definition screen

The amounts in the Fixed column on the Payslip Detail screen defaults from the fixed amounts entered
on the Payslip Definition screen in the Fixed column. This means that all fixed amounts must be
entered on the Payslip Definition screen.
Example
End of example
When a custom calculation is linked to a payroll definition, you can select which calculation applies to
each employee by selecting one of the following options in the Emp Calculation Status field:
 Default Calculation: this is the default option per payslip line. Select this option when the payroll
definition has one default calculation which should pull through for the employee.
 No Calculation: select this option should no calculation pull through for the employee.
 Override Calculation: select this option when the payroll definition has more than one linked
calculation, in order to select the applicable calculation for the employee.
If a definition is linked to a calculation and you add a fixed amount on the same definition, the
fixed amount will override the calculation. If a fixed amount on a definition already exists and the
definition is linked to a calculation, the fixed amount will be cleared. Therefore, if you must use a
calculation and a fixed amount on the same definition, use the recurrence amount for the fixed
value.
78
Payslip Detail screen

Fixed amounts
The fixed amounts on the Payslip Detail screen will be based on one of the following:
 Period Salary will default for the earning line where the Earning Type = Basic Income.
 Custom calculation linked on the Payslip Definition screen.
 Fixed amounts entered on the Payslip Definition screen.
 Unit/hourly input done on the Payslip Detail screen will also calculate the fixed amount based on
smart calculation or custom calculation linked.
Example
End of example
Unit/Hourly input
Unit and hourly input are done and allowed on the employee’s Payslip Detail screen where the payroll
definition allows hourly or decimal input.
Example
End of example
79
The Input Type field of the payroll definition should be set to one of the following:
 Integer,
 Decimal,
 Hours/Minutes, or
 Hours/Decimal.
All unit or hourly input must be done in the Units Capture column. Units or hours entered in the Units
Capture column will be saved as a separate transaction on the Unit Details screen. A consolidated total of
the Unit Details Screen will be displayed in this Units column.
Example
End of example
Unit Details screen

To view the input transactions, double-click on in the Units field on the specific payslip line.
The following screen displays:
Example
You will be able to add, edit or delete unit/hourly transactions after it was entered.
End of example
80
Amount input
Once-off amount input is done and allowed on the employee’s Payslip Detail screen where the payroll
definition’s Input Type = Calculation/Input.
Example
All once-off earning amounts for the current processing period are entered on the Payslip Detail screen in
the Amount column.
End of example
81
Pro rata calculations

Is Pro Rata Column
This field will only be enabled where a Pro Rata Definition has been linked to the payroll definition.
Example
To pro rata the employee’s earnings:

1. Tick the Is Pro Rata box on the employees Payslip Detail screen.
2. In the Units column, enter the number of hours/days the employee has worked. For a new or
terminated employee this column will automatically default to the days worked when a date
engaged, or termination date is entered.
3. The value by which the fixed amount must be prorated, will be calculated and displays in the Pro
Rata Amount column.
The pro rata calculation will use the units/hours entered or defaulted in the Units column to calculate the
pro rata amount. Once the pro rata amount has been calculated the system will calculate the difference
between the pro rata amount and the fixed amount. The difference displays in the Pro Rata Amount
column.
End of example
82
The prorated units will default for the following employees accordingly:
 Terminated employees: the number of days/hours worked from the period start date until the
termination date.
 New employees: the number of days/hours worked from the date engaged until the period end
date.
 Existing employees: the number of days/hours for the current pay period will default.
The system calculates the number of days worked based on the workdays specified for the
employee on the Employee Detail Screen. Public holidays and non-business days will be
calculated as days worked.
If you tick the ‘Is Pro Rata’ box before you enter the termination date for the employee, the system
will calculate the total number of days/hours for the pay period. This value may be changed.
Always enter the termination date and reason BEFORE you tick this box.
Is Pro Rata = Tick the box when you need to pro rata the amount
Pro Rata Amount = Fixed Salary – Total
Total = Fixed – Pro Rata Amount
Thus, the employee will be paid the amount in the Total column
The following formula is used to calculate a prorated salary for a monthly paid employee:
Monthly salary
÷ Average number of working days per month
= Rate per day
x Actual days worked
= Prorated salary
83
Lesson 7: Reports
Learning outcomes
The purpose of this lesson is to give an overview of the reports that can be used to view linked
calculations.
Learning objectives
Print various reports, indicating the linked calculations, from the All Reports screen.
Print the Payroll Analysis report, in order to view calculation details.
85
Reports on the All Reports screen

Reports can be used to display to which calculation an employee and / or definition is linked to. The
Definition by Calc and Definition List report can be printed from the All Reports screen.
To access the All Reports screen, from the Navigation pane:
1. Expand the Reports option.

2. Double-click on the All Reports option.
3. The All Reports screen displays:
4. Expand the Payroll report group.

5. Expand the applicable report option.
6. Double-click on the applicable report.
86
Definition List report

This report allows you to print a list of employees per payroll definition.
Filter on the Company and Definition Type under Select Definitions. Select the definition(s) and
applicable calculation(s) that you want to display in the reports. Current, YTD, YTD+, MTD or MTD+
values can be printed. You can choose to display employees with zero values.
87
Example
Example where the Medical Aid company contribution and deduction were selected:
Once you have made your selections, click on Select.
Example of the report:
End of example
88
Definition by Calc report

This report allows you to print totals and variances per payroll definition and per calculation linked to the
definition. There are specific selections that you may make:
Entry Calcs
The default calculation as well as the linked calculations of the definition display. Select the applicable
calculation(s) that you want to print in the report.
Contribution Split
The field will only be applicable to linked deductions and company contributions. In this case, the
definition may have financial values for both the deduction and the company contribution. Here you will be
able to select which values should be printed. Options are:
 Total – deduction and company contribution will print as one total.
 Employee – only the deduction (employee contribution) will print.
 Company – only the company contribution will print.
Print Variances Only

Tick the tick box if the report must only print employees where there are differences between values for
the current and the previous period.
Print Zeros
If the tick box is ticked the report will include employees where the total of the selected definition is zero.
If not ticked, employees with zero values will be excluded.
Example
Example where the Medical Aid Company Contribution and Deduction were selected:
Once you have made your selections, click on Select.
89
Example of the report:
End of example
Payroll Analysis report

When there are linked calculations for specific payroll definitions, i.e. more than one linked calculation,
you can use the Payroll Analysis report in order to display the calculation description and/or calculation
code. Note that this is only where the employee is linked to the Override Calculation option and not the
Default Calculation or No Calculation options.
Example
To access the Payroll Analysis report screen, from the Navigation pane:
1. Expand the Reports option.

2. Expand the Financial Analysers option.
3. Double-click on Payroll Analysis option.
4. The Payroll Analysis screen displays:
5. Make the required selections.

6. Click on Preview.
90
7. The Payroll Analysis preview screen displays:
8. Right-click on the Drop Filter Fields Here section.
9. Click on Show Field List.
91
10. The PivotGrid Field List displays:
11. Drag and drop the Calculation Description and/or Calculation Code fields in the report in order
to display the details of the calculations linked to each employee.
12. You can export the report to MS Excel in order to add a filter for specific calculations.
92
13. Make sure that @Operation Type is selected as Export.

14. Click on Export.
15. The report will open in a MS Excel workbook and you can now apply the filters as needed.
End of example
93
Lesson 8: Regional settings when doing

calculations
Learning outcomes
The purpose of this lesson is to understand which regional settings should be applied for calculations.
Learning objectives
Apply all the applicable regional settings to your computer.
95
Regional settings
Access your computers Regional Settings and apply the following settings:
Formats tab
The following must be correct on formats:

 Format: South Africa or UK
 Short date: yyyy/MM/dd
96
Additional settings button, Numbers tab
 Decimal symbol: must be a full stop not a comma.

 Digit grouping symbol: must be a space.
 Negative sign symbol: must be a minus not anything else, for example, brackets used in the
United States.
 List separator: must be a comma.
 Measurement system: must be metric.
 Use negative digits: must be never.
97
Currency tab
Positive currency format and Negative currency format: must be as above. If the Negative currency
amount is in brackets, then the calculations in the Sage 300 People system does not work.
98
Lesson 9: Calculation Management activities

Learning outcomes
The purpose of this lesson is to apply the calculation theory learned in practical activities.
Learning objectives
Set up new calculations based on activities given.
99
Commission (Monthly)
Activity 1
The commission is based on a sales amount that the customer will enter on the Additional screen
each month.
 If the sales amount is less than R2 000.00, the employee receives no commission.
 If the sales amount is less than R8 000.00, the employee receives 5% of the sales amount.
 If the sales amount is less than R15 000.00, the employee receives 6% of the sales amount,
otherwise 7% of the sales amount.
Activity solution
Summary of steps for Activity 1
Step Description 
Step 1 Set up a Commission calculation.
Step 2 Link the Commission calculation to the Commission earning definition.
Step 3 Test the calculation on an employee.
Step1: Set up a Commission calculation


5. Click on New.
100
7. Enter 1_COMMISSION in the Code field.

8. Enter Commission in the Description field.
9. Select Marvel PTY LTD in the Company field.
10. Select Earnings in the Calculation Group field.
11. The Return Type will default to Decimal.
12. Click on Save.
13. Click on OK.
15. Click on the New record button in the Calculation Definition section.
101

18. Double-click on the if( THEN ELSE ) option.
19. Place the cursor after the first bracket, before THEN and press <Enter> twice.
20. Place the cursor after the THEN and before the ELSE and press <Enter> twice.
21. Place the cursor after the ELSE and before the last bracket and press <Enter> twice.
22. Enter the first condition of the calculation. If the sales amount is less than R2 000.00, the
employee receives no Commission:
23. On the Variables tab, expand the Payslip (PS) group.

24. Expand the Additional (AD) group.
25. Expand the Payslip Line Code (CODE) group.
26. Expand the Sales Amount (SALES_AMOUNT) group.
27. Use the scroll bar to scroll down to the Total (Total) option.
102
28. Place the cursor after the first bracket and double-click on the Total (Total) option.
29. Complete the calculation by typing < 2000.
30. Enter 0 (zero) after the THEN to complete the first calculation condition.
31. Enter the second condition of the calculation. If the sales amount is less than R8 000.00, the
employee receives 5% of the sales amount:
32. Place the cursor after the ELSE.

38. Place the cursor after the ELSE if( and double-click on the Total (Total) option. The field will
already display on the Variables tab, as it was also used in the first condition.
40. Place the cursor after the THEN and double-click on the Total (Total) option on the Variables tab.
41. Complete the calculation by entering * 0.05.
103
42. Enter the third condition of the calculation. If the sales amount is less than R15 000.00, the
employee receives 6% of the sales amount, otherwise 7% of the sales amount:

48. Place the cursor after the ELSE if( and double-click on the Total (Total) option.
50. Place the cursor after the THEN and double-click on the Total (Total) option on the Variables tab.
51. Complete the calculation by entering * 0.06.
52. Place the cursor after the final ELSE.
53. Double-click on the Total (Total) option.
104
54. Complete the calculation by typing * 0.07.

55. Ensure the brackets are all three represented after one another.
57. The status will change to Verified.

58. Click on Ok.
60. Click on Yes.

62. Click on Save.

63. Click on OK.
105
Step 2: Link the Commission calculation to the Commission earning

definition
To access the Earning Definition Detail screen, from the Navigation pane:

3. Double-click on the Earnings option.
4. The Earnings screen displays:
5. Double-click on the Commission earning definition.

6. The Earning Definition Detail screen displays:
7. Ensure that Calculation/Input has been selected in the Input Type field.
106
8. Select Custom in the Calculation Type field.

9. Click on the Calculation Entry drop-down.
10. Expand the Earnings calculation group.
11. Click on the Commission calculation.
12. Click on Save.
13. Click on OK.
Step 3: Test the calculation on an employee

To access the Payslip Detail screen, from the Navigation pane:
1. Expand the Employee Management option.

2. Double-click on the Employees option.
3. The Employees screen displays:
4. Select Mr B Allen (001) and click on the Payslip Detail option.

5. The Payslip Detail screen displays:
6. Select the Additional option.

7. Enter the sales amount in the Amount field on the Sales Amount definition line, for example
1 000.00.
107
8. Click on the Summary option.

9. The Summary screen displays:
10. If the values do not automatically display, click on the Calculate button on the ribbon.
11. The employee did not receive any commission. The condition was that if the sales amount is less
than R2 000.00, the employee receives no Commission.
The value entered is less than condition value of R 2 000.00. The employee should not receive
commission.
R 1 000.00 x 0 = R 0.00
The custom calculation is correct on the system.

12. Repeat the test for the other conditions and click on Save when done.
The examples on the following screens, is an indication of how the other conditions can be tested.
108
Example
Example of condition 2: If the Sales amount is less than R8 000.00, the employee receives 5% of
the Sales amount.
Additional screen:
Summary screen:
The value entered is less than condition value of R 8 000.00. The employee should receive 5% of the
sales amount as commission.
R 7 000.00 x 5% = R 350.00
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Example of condition 3: If the sales amount is less than R15 000.00, the employee receives 6% of
the sales amount, otherwise 7% of the sales amount.
Additional screen:
Summary screen:
The value entered is less than condition value of R 15 000.00. The employee should receive 6% of the
R 10 000.00 x 6% = R 600.00
110
Additional screen:
Summary screen:
The value entered is greater than condition value of R 15 000.00. The employee should receive 7% of the
R 20 000.00 x 7% = R 1 400.00
End of example
End of activity
111
Liberty Pension Fund (Salary) (Monthly)
Activity 2
The employee pays 6% and the company pays 8% of the Period Salary plus Fixed Travel
Allowance, with the Company Contribution capped to a maximum contribution of R1 200.00 per
month. This is a DC fund.
Activity solution
Step 1 Set up an employee contribution calculation.
Step 2 Set up a company contribution calculation.
Step 3 Link the employee contribution calculation to the deduction definition.
Step 4 Link the company contribution calculation to the company contribution definition.
Step 1: Set up an employee contribution calculation


5. Click on New.
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7. Enter 2_LIBERTY_DD in the Code field.

8. Enter Liberty Pension Deduction in the Description field.
10. Select Deductions in the Calculation Group field.
12. Click on Save.
13. Click on OK.
113
17. On the Variables tab, expand the Employee (EE) group.

18. Scroll down to the Employee Rule (ER) group:
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20. Scroll down to the Period Salary (PeriodSalary) option:

22. Enter a plus sign (+).
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24. Scroll down to the Earnings (EA) group:
25. Expand the Earnings (EA) group.

27. Scroll down to the Travel Allowance (TRAVEL) group:
28. Expand the Travel Allowance (TRAVEL) group.

29. Double-click on the Fixed (Fixed) option.
30. Add in a bracket before and after the calculation, as per the print screen.
31. Complete the calculation by typing in: * 0.06.
116

34. Click on Ok.
36. Click on Yes.

38. Click on Save.

39. Click on OK.
40. Close the screen.
117
Step 2: Set up a company contribution calculation

To access the Calculation Details screen, from the Custom Calculations screen:
1. Click on New.
3. Enter 2_LIBERTY_CC in the Code field.

4. Enter Liberty Pension CC in the Description field.
6. Select Company Contributions in the Calculation Group field.
8. Click on Save.
9. Click on OK.
118
119
14. Scroll down to the Employee Rule (ER) group:


18. Enter a plus sign (+).
120

20. Scroll down to the Earnings (EA) group:

121
23. Scroll down to the Travel Allowance (TRAVEL) group:

25. Double-click on the Fixed (Fixed) option.
26. Add in a bracket before and after the calculation, as per the print screen.
27. Complete the calculation by typing in: * 0.08.
28. In the Properties section, select the greater as sign (>) from the If Calculation Value field.
29. Enter 1200.00 in the Check Value and Return fields.

32. Click on Ok.
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34. Click on Yes.

36. Click on Save.

37. Click on OK.
123
Step 3: Link the employee contribution calculation to the deduction

definition
To access the Deduction Definition Detail screen, from the Navigation pane:

3. Double-click on the Deductions option.
4. The Deductions screen displays:
5. Double-click on the Liberty Pension Fund deduction definition.

6. The Deduction Definition Detail screen displays:
124
10. Expand the Deductions calculation group.
11. Click on the Liberty Pension Deduction calculation.
12. Click on Save.
13. Click on OK.
Step 4: Link the company contribution calculation to the company

contribution definition
To access the Company Contribution Definition Detail screen, from the Navigation pane:

3. Double-click on the Company Contributions option.
4. The Company Contributions screen displays:
5. Double-click on the Liberty Pension Fund company contribution definition.
125
6. The Company Contribution Definition Detail screen displays:
10. Expand the Company Contributions calculation group.
11. Click on the Liberty Pension CC calculation.
12. Click on Save.
13. Click on OK.
126



127
8. The employees Liberty Pension Fund deduction should calculate as:
Period Salary + Fixed Travel Allowance x 6%.
Period Salary R 45 833.33

Travel Allowance R 2 000.00
Total R 47 833.33
x 6%
Liberty Pension Fund deduction: R 2 870.00
The custom deduction calculation is correct on the system.

9. The employees Liberty Pension Fund company contribution should calculate as:
Period Salary + Fixed Travel Allowance x 8%, to a maximum of R 1 200.00.

Travel Allowance R 2 000.00
Total R 47 833.33
x 8%
Liberty Pension Fund deduction: R 3 826.67
The company contribution is more than the maximum amount. The employee only received the
maximum amount of R 1 200.00.
The custom company contribution calculation is correct on the system.
End of activity
128
Travel Allowance (Monthly)
Activity 3
 If the Period Salary is less than or equal to R10 000.00, then the Travel Allowance must be
R1 000.00.
 If the Period Salary is greater than R10 000.00 but less than or equal to R20 000.00, then the
Travel Allowance must be R2 000.00.
 If the Period Salary is greater the R20 000.00, then the Travel Allowance must be R2 500.00.
Activity solution
Step 1 Set up a Travel Allowance calculation.
Step 2 Link the Travel Allowance calculation to the Travel Allowance earning definition.
Step 1: Set up a Travel Allowance calculation


5. Click on New.
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7. Enter 3_TRAVELALLOW in the Code field.

8. Enter Travel Allowance in the Description field.
12. Click on Save.
13. Click on OK.
130

22. Enter the first condition of the calculation. If the Period Salary is less than or equal to R10 000.00,
then the Travel Allowance must be R1 000.00:
23. Place the cursor after the if(.

131

27. Scroll down to the Period Salary (PeriodSalary) option.
28. Double-click on the Period Salary (Period Salary) option.

29. Place the cursor after [EE.PeriodSalary].
30. Expand the Relational option under the Operators section.
31. Double-click on the less than or equal to (<=) option.
32. Enter the value of 10000.
33. Enter 1000 after the THEN to complete the first calculation condition.
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34. Enter the second condition of the calculation. If the Period Salary is greater than R10 000.00 but
less than or equal to R20 000.00, then the Travel Allowance must be R2 000.00:

40. Place the cursor after the ELSE if( and double-click on the Period Salary (PeriodSalary) option.
41. Place the cursor after [EE.PeriodSalary] and double-click on the less than or equal to (<=) option
under the Functions section.
42. Enter the value of 20000.
43. Enter 2000 after the THEN to complete the second calculation condition.
44. Enter the third condition of the calculation. If the Period Salary is greater the R20 000.00, then the
Travel Allowance must be R2 500.00:
45. Enter 2500 after the final ELSE.

133

48. Click on Ok.
50. Click on Yes.

52. Click on Save.

53. Click on OK.
134
Step 2: Link the Travel Allowance calculation to the Travel Allowance

earning definition

5. Double-click on the Travel Allowance earning definition.

135
11. Click on the Travel Allowance calculation.
12. Click on Save.
13. Click on OK.


4. Select Mr L Luthor (002) and click on the Payslip Detail option.

6. View the Summary option.
136
8. The employees Travel Allowance should calculate according to one of the following conditions:
 If the Period Salary is less than or equal to R10 000.00, then the Travel Allowance must be
R1 000.00.
 If the Period Salary is greater than R10 000.00 but less than or equal to R20 000.00, then
the Travel Allowance must be R2 000.00.
 If the Period Salary is greater the R20 000.00, then the Travel Allowance must be R2
500.00.
The employees period salary is R 20 686.62. He should receive R 2 500.00 Travel Allowance
according to the third condition.

Example
Example of the amount calculated when the period salary is changed to fulfill the first condition:
The period salary is equal to the condition value of R 10 000.00. The employee should receive R 1000.00
Travel Allowance.
137
Example of the amount calculated when the period salary is changed to fulfill the second
condition:
The period salary is less than or equal to the condition value of R 20 000.00. The employee should
receive R 2 000.00 Travel Allowance.
End of example
End of activity
138
Incentive Bonus (Monthly and Weekly)
Activity 4
All employees receive an Incentive Bonus in December of every year. In the weekly company the
bonus pays out in the last week of December. The bonus is calculated on the total Overtime (1.5 &
2.0) hours worked from January to December.
 R100.00 per hour if the total hours worked are more than 80 hours, otherwise no bonus.
 The Incentive Bonus should never be more than R25 000.00
Make all necessary changes to the system to accommodate this request.
Activity solution
Step 1 Set up a Total Overtime calculation. (Nested calculation)
Step 2 Set up an Incentive Bonus calculation.
Step 3 Link the Incentive Bonus calculation to the Incentive Bonus earning definition.
Make changes to the Calculation Recurrence setup on the Incentive Bonus

Step 4
earning definition.
Step 5 Make changes to the Overtime 1.5 and 2.0 earning definitions.
139
Step 1: Set up a Total Overtime calculation


5. Click on New.
7. Enter TOTAL_OT_HRS in the Code field.

8. Enter Total Overtime Hours in the Description field.
10. Select Nested in the Calculation Group field.
12. Click on Save.
13. Click on OK.
140

141
19. Use the scroll bar to scroll down to the Payslip Line Code (CODE) group.

21. Expand the Overtime 1.5 (OT15) group.
22. Use the scroll bar to scroll down to the Special Accumulated Units (SpecialAccumulatedUnits)
option.
23. Double-click on the Special Accumulated Units (SpecialAccumulatedUnits) option and enter a
plus (+) sign.
24. Double-click on the Units (Units) option and enter a plus (+) sign.
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25. Use the scroll bar to scroll down to the Overtime 2.0 (OT20) group.

27. Use the scroll bar to scroll down to the Special Accumulated Units (SpecialAccumulatedUnits)
option.
28. Double-click on the Special Accumulated Units (SpecialAccumulatedUnits) option abd enter a
plus (+) sign.
29. Double-click on the Units (Units) option.
143

32. Click on Ok.
34. Click on Yes.

36. Click on Save.

37. Click on OK.
144
Step 2: Set up an Incentive Bonus calculation

1. Click on New.
3. Enter 4_INCENTIVE in the Code field.

4. Enter Incentive Bonus in the Description field.
8. Click on Save.
9. Click on OK.
145

146
18. Enter the first condition of the calculation. Employees will receive R100.00 per hour if the total
hours worked are more than 80 hours, otherwise no bonus:
19. Click on the Calculations tab.

20. Expand the Nested calculation group.
21. Place the cursor after if( and double-click on the Total Overtime Hours calculation and enter > 80.
22. Place the cursor after the THEN.
23. Double-click on the Total Overtime Hours calculation on the Calculation tab and enter * 100.
147
25. Enter a 0 (zero).

26. Enter the maximum amount the calculation can be on the Properties section.
27. Select the greater as (>) sign in the If Calculation Value field.
28. Enter 25 000.00 in the Check Value and Return fields.
148

31. Click on Ok.
33. Click on Yes.

35. Click on Save.

36. Click on OK.
149
Step 3: Link the Incentive Bonus calculation to the Incentive Bonus earning
definition

5. Double-click on the Incentive Bonus earning definition.

150
11. Click on the Incentive Bonus calculation.
12. Click on Save.
13. Click on OK.
14. Stay on the screen.
Step 4: Make changes to the Calculation Recurrence setup on the

Incentive Bonus earning definition
To make changes to the Calculation Recurrence Type, on the Earning Definition Detail screen:
1. Select the Main Payrun field for the Marvel Monthly company rule.
2. Click on the ellipsis in Calculation Recurrence Type field.
3. The Recurrence screen displays:
4. In the This item will occur field, select Exact period of the tax year from the drop-down.
151
5. In the On periods (Item will occur) field, enter 10.

6. Ensure that the calculation will only take place in December each year by scrolling through the
Example section.
7. Click on Ok.
8. The screen will return to the Earning Definition Detail screen:
9. Select the Main Payrun field for the Marvel Weekly company rule.
12. In the This item will occur field, select Last N periods of the month from the drop-down.
14. In the Occurs only in month field, select December from the drop-down.
15. Ensure that the calculation will only take place in last period of December each year by scrolling
through the Example section.
16. Click on Ok.
152
18. Click on Save.

19. Click on OK.
153
Step 5: Make changes to the Overtime 1.5 and 2.0 earning definitions
To make changes to the Overtime 1.5 and Overtime 2.0 earning definitions, from the Earnings screen:
1. Double-click on the Overtime 1.5 earning definition.

4. Use the scroll bar to scroll to the Special Unit Balance field.
5. In the Special Unit Balance field, select Increase from the drop-down.
6. In the Special Unit Clearing Option field, select Clear on Recurrence from the drop-down.
7. Click on the ellipsis in Special Unit Recurrence Type field.
154
11. Ensure that the recurrence will only take place in January each year by scrolling through the
Example section.
12. Click on Ok.
15. Use the scroll bar to scroll to the Special Unit Balance field.
16. In the Special Unit Balance field, select Increase from the drop-down.
17. In the Special Unit Clearing Option field, select Clear on Recurrence from the drop-down.
18. Click on the ellipsis in Special Unit Recurrence Type field.
155
20. In the This item will occur field, select First N periods of the month from the drop-down.
22. In the Occurs only in month field, select January.
23. Ensure that the recurrence will only take place in the first period of January each year by scrolling
24. Click on Ok.
26. Click on Save.

27. Click on OK.
29. Repeat steps 1 – 28 for Overtime 2.0.
156
A recurrence is set up for the Incentive Bonus to only calculate in December. The company rule is
currently not in December. To test the calculation in the current period you will need to remove
the recurrence on the Earning Definition Detail screen and add it again after testing the
calculation.
Test on a Monthly employee

4. Select Ms M Hayes (003) and click on the Payslip Detail option.

6. Click on the Earnings option.
157
7. Capture 160 hours in the Units Capture field, on the Overtime 1.5 earning definition line.
8. Capture 100 hours in the Units Capture field, on the Overtime 2.0 earning definition line.
9. The Incentive Bonus is calculating for the employee as R 25 000.00.
10. The employee worked more than 80 hours overtime. They should thus get
R 100 x 260 hours = R 26 000.00 as a bonus. This amount is more than the maximum amount of
R 25 000.00. The system only calculates R25 000.00, which is correct.
11. The custom calculation on the system is correct for the monthly employee.
12. Click on Save.
13. Click on OK.
Test on a Weekly employee

To access the Payslip Detail screen, from the Employees screen:
1. Select Mr D Strange (004) and click on the Payslip Detail option.
158

4. 90 hours were already captured on the Overtime 1.5 earning definition line.
5. The Incentive Bonus is calculating for the employee as R 9 000.00.
6. The employee worked more than 80 hours overtime. They should thus get
R 100 x 90 hours = R 9 000.00 as a bonus.
7. The custom calculation on the system is correct for the weekly employee.
8. Click on Save.
9. Click on OK.
End of activity
159
Housing Allowance (Monthly)
Activity 5
 If the Period Salary is less than R11 000.00, then the Housing Allowance must be 10% of the
Period Salary.
 If the Period Salary is greater than or equal to R11 000.00, then the Housing Allowance must
be 15% of Period Salary.
Activity solution
Step 1 Set up a Housing Allowance calculation.
Link the Housing Allowance calculation to the Housing Allowance earning

Step 2
definition.
Step 1: Set up a Housing Allowance calculation


5. Click on New.
160
7. Enter 5_HOUSINGALLOW in the Code field.

8. Enter Housing Allowance in the Description field.
12. Click on Save.
13. Click on OK.
161

22. Enter the first condition of the calculation. If the Period Salary is less than R11 000.00, then the
Housing Allowance must be 10% of the Actual Salary paid:
23. Place the cursor after if(.

162

28. Double-click on the Period Salary (PeriodSalary) option and enter < 11000.
29. Place the cursor after the THEN and double-click on the Period Salary (PeriodSalary) option and
enter * 0.1.
163
30. Enter the second condition of the calculation. If the Period Salary is greater than or equal to
R11 000.00, then the Housing Allowance must be 15% of Actual Salary:
31. Place the cursor after the ELSE and double-click on the Period Salary (PeriodSalary) option and
enter * 0.15.

34. Click on Ok.
164
36. Click on Yes.

38. Click on Save.

39. Click on OK.
165
Step 2: Link the Housing Allowance calculation to the Housing Allowance

earning definition

5. Double-click on the Housing Allowance earning definition.

166
11. Click on the Housing Allowance calculation.
12. Click on Save.
13. Click on OK.



6. View the Summary option.
167
8. The employees Housing Allowance should calculate according to one of the following conditions:
 If the Period Salary is less than R11 000.00, then the Housing Allowance must be 10% of the
Actual Salary paid.
 If the Period Salary is greater than or equal to R11 000.00, then the Housing Allowance must
be 15% of Actual Salary.
The employees period salary is R 45 833.33. He should receive R 6 875.00 Housing Allowance
according to the second condition. The custom calculation is correct on the system.
9. Click on Save.
10. Click on OK.
Example
Example of the amount calculated when the period salary is changed to fulfill the first condition:
The period salary is R 9 500.00, which is less than the first condition value of R 11 000.00. The employee
should receive R 950.00 Housing Allowance.
End of example
End of activity
168
Production Bonus (Monthly and Weekly)
Activity 6
 If the employee has been in service for up to a year, the employee receives R300.00 for
every month in service plus a fixed value of R230.00.
 If the employee has been in service for longer than a year, up to 5 years, the employee
receives R60.00 for every week in service plus a fixed value of R500.00. The bonus may
however not exceed R16 000.00.
 If the employee has been in service for more than 5 years, the employee is paid R1 260.00
for every completed year in service. The Production Bonus to be paid may never be more
than 15% of the Annual Salary.
Activity solution
Step 1 Set up a Weeks in Service (WIS) calculation.
Step 2 Set up a Months in Service (MIS) calculation.
Step 3 Set up a calculation for condition 2. (Nested)
Step 4 Set up a calculation for condition 3. (Nested)
Step 5 Set up a Production Bonus calculation.
Step 6 Link the production bonus calculation to the Productions Bonus earning definition.
169
Step 1: Set up a Weeks in Service (WIS) calculation


5. Click on New.
7. Enter WIS in the Code field.

8. Enter Weeks in Service in the Description field.
12. Click on Save.
170
13. Click on OK.

17. Enter two opening brackets (( in the Expression section.

19. Scroll down to the Months in Service (MonthsInService) option.
171
20. Double-click on the Months in Service (MonthsInService) option and enter / 12.
21. Enter a closing bracket ) and a plus sign (+).
22. Enter an opening bracket (.
23. Scroll down to the Years / Months in Service (YearsInService) option.
24. Double-click on the Years / Months in Service (YearsInService) option.

25. Enter two closing brackets )) and * 52.
172

28. Click on Ok.
30. Click on Yes.

32. Click on Save.

33. Click on OK.
173
Step 2: Set up a Months in Service (MIS) calculation

1. Click on New.
3. Enter MIS in the Code field.

4. Enter Months In Service in the Description field.
8. Click on Save.
174
9. Click on OK.
13. Expand the Date group in the Functions section.

14. Double-click on the DateDiffMonth () option.
15. Place the cursor between the two brackets of the DateDiffMonth function.
17. Double-click on the Date Engaged (DateEngaged) option.
18. Enter a comma (,) after Date Engaged.
175
19. Use the scroll bar to scroll down to the Period (PR) group.
20. Expand the Period (PR) group.

21. Double-click on the EndDate (End Date) option.
22. Place the cursor after the closing bracket and enter +1.

25. Click on Ok.
176
27. Click on Yes.

29. Click on Save.

30. Click on OK.
177
Step 3: Set up a calculation for condition 2 (Nested)

1. Click on New.
3. Enter ACTIVITY6_NEST1 in the Code field.

4. Enter Activity 6 Nest 1 in the Description field.
8. Click on Save.
9. Click on OK.
178

15. Double-click on the Weeks in Service calculation and enter * 60 + 500.
16. In the Properties section, select the greater as (>) sign from the If Calculation Value drop-down.
17. Enter 16 000.00 in the Check Value and Return fields.
179

20. Click on Ok.
22. Click on Yes.

24. Click on Save.

25. Click on OK.
180
Step 4: Set up a calculation for condition 3 (Nested)

1. Click on New.
3. Enter ACTIVITY6_NEST2 in the Code field.

4. Enter Activity 6 Nest 2 in the Description field.
8. Click on Save.
9. Click on OK.
181

182
17. Enter the third condition of the calculation. If the employee has been in service for more than 5
years, the employee is paid R1 260.00 for every completed year in service. The Production Bonus
to be paid may never be more than 15% of the Annual Salary:

20. Scroll down to the Years / Months in Service (YearsinService) option.
21. Double-click on the Years / Months in Service (YearsinService) option and enter * 1260 >=.
22. Scroll up to the Employee Rule (ER) group.
183
24. Scroll down to the Annual Salary (AnnualSalary) option.
25. Double-click on the Annual Salary (AnnualSalary) option and enter * 0.15.
30. Double-click on the Years / Months in Service (YearsInService) option and enter * 1260.
184

33. Click on Ok.
35. Click on Yes.

37. Click on Save.

38. Click on OK.
185
Step 5: Set up a Production Bonus calculation

1. Click on New.
3. Enter 6_PRODUCTION_B in the Code field.

4. Enter Production Bonus in the Description field.
8. Click on Save.
9. Click on OK.
186

187

20. Double-click on the Years / Months in Service (YearsInService) option and enter <= 1.
188

23. Expand the Nested calculations group.
24. Double-click on the Months in Service calculation and enter *300 + 230.

29. Click on the Variables tab.
189
30. Scroll down to the Years / Month in Service (YearsInService) option.
31. Place the cursor after the second if(.

32. Double-click on the Years / Month in Service (YearsInService) option and enter <= 5.
35. Double-click on the Activity 6 Nest 1 calculation.
190
37. Double-click on the Activity 6 Nest 2 calculation.


40. Click on Ok.
191
42. Click on Yes.

44. Click on Save.

45. Click on OK.
192
Step 6: Link the Production Bonus calculation to the Productions Bonus

earning definition

5. Double-click on the Production Bonus earning definition.

193

11. Click on the Production Bonus calculation.
12. Click on Save.
13. Click on OK.

To access the Employee Details screen, from the Navigation pane:

4. Select Ms M Hayes (003) and click on the Employee Detail option.

5. The Employee Details screen displays:
6. The employee has been employed for 3 years and 3 months.
194
7. Click on the Employee Actions drop-down in the ribbon:
8. Select the Payslip Detail option.

10. The employees Production Bonus should calculate according to one of the following conditions:
 If the employee has been in service for up to a year, the employee receives R300.00 for
every month in service plus a fixed value of R 230.00.
 If the employee has been in service for longer than a year, up to 5 years, the employee
receives R60.00 for every week in service plus a fixed value of R500.00. The bonus may
however not exceed R16 000.00.
 If the employee has been in service for more than 5 years, the employee is paid R1 260.00
for every completed year in service. The Production Bonus to be paid may never be more
than 15% of the Annual Salary.
195
The employee has been in service for 3 years and 3 months. She should receive R 10 640.00
Production Bonus according to the second condition.

11. Click on Save.
12. Click on OK.
Example
Example of the amount calculated for an employee employed more than 5 years:
196
 The employee has been in service for 9 years and 4 months.

 The employees Annual Salary is R 114 000.00.
Calculate 15% of the Annual Salary for the maximum amount:

R 114 000.00 x 15% = R 17 100.00.
Calculate the production bonus according to the third condition:

R 1 260.00 x 9 years = R 11 340.00.
She should receive R 11 340.00 Production Bonus according to the third condition.
End of example
End of activity
197
Union Fee (Monthly and Weekly)
Activity 7
If there are no earnings, there should be no Union Fee deduction. If there are earnings, the
employee needs to pay 2% of the total of the Actual Salary + Travel Allowance + Housing
Allowance.
Activity solution
Step 1 Set up a Union Fee deduction calculation.
Step 2 Link the Union Fee calculation to the Union Fee deduction definition.
Step 1: Set up a Union Fee deduction calculation


5. Click on New.
198
7. Enter 7_UNION in the Code field.

8. Enter Union Fee in the Description field.
12. Click on Save.
13. Click on OK.
199


24. Scroll down to the Payslip Total (TO) group.
200
25. Expand the Payslip Totals (TO) group.

26. Expand the Current Period (CURR) group.
27. Double-click on the Earnings (Earnings) option and enter > 0.
29. Add an open bracket ( after the THEN.

30. Scroll up and expand the Earnings (EA) group.
32. Expand the Basic Salary (SALARY) group.
33. Scroll down to the Total (Total) option.
201
34. Double-click on the Total (Total) option and enter a plus sign (+).
35. Repeat steps 29 – 31 for the following earnings:
 Wage: [PS.EA.CODE.WAGE.Total]
 Cash: [PS.EA.CODE.CASH.Total]
 Travel Allowance: [PS.EA.CODE.TRAVEL.Total]
 Housing Allowance: [PS.EA.CODE.HOUSING.Total]
36. Enter a closing bracket ) and enter * 0.02.
38. Enter a 0 (zero).

41. Click on Ok.
202
43. Click on Yes.

45. Click on Save.

46. Click on OK.
203
Step 2: Link the Union Fee calculation to the Union Fee deduction definition

5. Double-click on the Union deduction definition.

204
11. Click on the Union Fee calculation.
12. Click on Save.
13. Click on OK.


205
6. View the Summary screen.

8. The condition states that if there are no earnings, there should be no Union Fee deduction. If there
are earnings, the employee needs to pay 2% of the total of the Actual Salary + Travel Allowance +
Housing Allowance.
The employees total earnings are greater than zero (0). The Union deduction should then calculate
as follow:
Actual Salary R 45 833.33

+ Travel Allowance R 2 000.00
+ Housing R 6 875.00
+ Wage R 0.00 (Included for Weekly employees.)
+ Cash R 0.00 (Included for employees linking to a Cost to Company
remuneration structure.)
= Total earnings R 54 708.33
x 2%
= Union Fee R 1 094.17
End of activity
206
Long Service Bonus (Monthly and Weekly)
Activity 8
 If an employee has been in service for exactly 5 years, then calculate the maximum of either
1% of Annual Salary or 30% of R15 000.00 .
 If an employee has been in service for exactly 10 years, then calculate the minimum of
either 2% of Annual Salary or 50% of R15 000.00 .
 If this is not the case, no Long Service Bonus should be paid.
Activity solution
Step 1 Set up a Long Service Bonus calculation.
Link the Long Service Bonus calculation to the Long Service Bonus earning
Step 2
definition.
Step 1: Set up a Long Service Bonus calculation


5. Click on New.
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7. Enter 8_LONG_SERVICE in the Code field.

8. Enter Long Service Bonus in the Description field.
12. Click on Save.
13. Click on OK.
208

22. Enter the first condition of the calculation. If an employee has been in service for exactly 5 years,
then calculate the maximum of either 1% of Annual Salary or 30% of R15 000.00:

26. Double-click on the Months in Service calculation and enter = 60.
27. Place the cursor next to the THEN.
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28. Expand the Math option in the Functions section.

29. Double-click on the Max(, ,…) function.
31. Place the cursor in the bracket, before the first comma.
32. Add an opening bracket (.
33. Expand the Employee (EE) group.
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34. Scroll down to the Employee Rule (ER) group.
35. Expand the Employee (ER) group.

37. Place the cursor after the first comma and enter (15000 * 0.3).
38. Delete the second comma and additional dots.
39. Enter the second condition of the calculation. If an employee has been in service for exactly 10
years, then calculate the minimum of either 2% of Annual Salary or 50% of R15 000.00:

211
46. Double-click on the Months in Service calculation and enter = 120.

48. Expand the Math option on the Functions section.

49. Double-click on the Min(, ,…) function.
51. Add an opening bracket (.
212
53. Double-click on the Annual Salary (AnnualSalary) option and enter * 0.02).
54. Place the cursor after the first comma and enter (15000 * 0.5).
55. Delete the second comma and additional dots.
56. Enter the third condition of the calculation. If this is not the case, no Long Service Bonus should
be paid.
57. Place the cursor after the ELSE and enter 0 (zero).

60. Click on Ok.
213
62. Click on Yes.

64. Click on Save.

65. Click on OK.
214
Step 2: Link the Long Service Bonus calculation to the Long Service Bonus
earning definition

5. Double-click on the Long Service Bonus earning definition.

215
7. Confirm that Calculation/Input has been selected in the Input Type field.
11. Click on the Long Service Bonus calculation.
12. Click on Save.
13. Click on OK.


4. Select Mr L Luthor (002) and click on the Employee Detail option.

6. The employee has been employed for exactly 5 years.
216
7. Click on the Detail tab.

8. Select the Rates and Hours tab on the Rule screen.
9. The employees Annual Salary is R 248 239.44.

10. Click on the Employee Actions drop-down in the ribbon:
217
14. The employees Long Service Bonus should calculate according to one of the following conditions:
 If an employee has been in service for exactly 5 years, then calculate the maximum of either
 If an employee has been in service for exactly 10 years, then calculate the minimum of either
 If this is not the case, no Long Service Bonus should be paid.
The employee has been in service for exactly 5 years. He should receive the maximum of either
Annual Salary x 1%
R 248 239.44 x 1% = R 2 482.39
OR
R15 000 x 30% = R 4 500.00
The employee received the maximum amount of R 4 500.00. The custom calculation is correct on
the system.
15. Click on Save.

16. Click on OK.
End of activity
218
Sales Bonus (Monthly)
Activity 9
In this company, there are employees who sell software. This quarterly bonus is calculated as
10% of the average software sales from the preceding 3 months. The software sales amount will
be entered on the additional screen. The current period is the first period the Sales Bonus should
be paid out in.
Activity solution
Step 1 Set up a Sales Bonus calculation.
Step 2 Link the sales bonus calculation to the Sales Bonus earning definition.
Make changes to the Calculation Recurrence setup on the Sales Bonus earning
Step 3
definition.
Step 1: Set up a Sales Bonus calculation


5. Click on New.
219
7. Enter 9_SALESBONUS in the Code field.

8. Enter Sales Bonus in the Description field.
12. Click on Save.
13. Click on OK.
220
17. Expand the Math option under the Functions section.

18. Double-click on the Average(, ,…) function.
221
21. Scroll down to the Previous Payslip (PREVIOUS) group.
22. Expand the Previous Payslip (PREVIOUS) group.

25. Expand the Software Sales (SOFTWARE_SALES) group.

28. Place the cursor between the first and second commas in the function.
29. Scroll up and minimize the Additional (AD) group.
222
30. Scroll down to the next Previous Payslip (PREVIOUS) group. (This option will be within the
Previous Payslip (PREVIOUS) field selected in step 22.)

223


37. Place the cursor after the final comma and delete the three additional dots in the function.
38. Scroll up and minimize the Additional (AD) group.
39. Scroll down to the next Previous Payslip (PREVIOUS) group. (This option will be within the
Previous Payslip (PREVIOUS) field selected in step 30.)
224


225

48. Click on Ok.
50. Click on Yes.

52. Click on Save.

53. Click on OK.
226
Step 2: Link the Sales Bonus calculation to the Sales Bonus earning
definition

5. Double-click on the Sales Bonus earning definition.

227
11. Click on the Sales Bonus calculation.
12. Click on Save.
13. Click on OK.
14. Stay on this screen.
Step 3: Make changes to the Calculation Recurrence setup on the Sales

Bonus earning definition
228
4. In the This item will occur field, select On-Off Pattern from the drop-down.
6. In the Off periods (Item will not occur): field, enter 2.
7. Ensure that the calculation will only take place once a quarter (every 3 months) by scrolling through
the Example section.
8. Click on Ok.
10. Click on Save.

11. Click on OK.
229



6. Click on the Additional option.

7. Use the scroll bar to scroll to the Previous Total and YTD Total fields.
8. The employee did not have any Software Sales in the period, but he has R 10 000.00 in his YTD
Total field. The company is currently in May and the companies tax year started in March. The
R 10 000.00 was captured in March. The employee should thus receive R 10 000 / 3 = R 3 333.33.
230
10. If the values do not automatically display, click on the Calculate button in the ribbon.
11. The employee received R 3 333.33 Sales Bonus which is correct. The custom calculation is correct
on the system.
12. Click on Save.
13. Click on OK.
End of activity
231
Medical Aid (Monthly and Weekly)
Activity 10
If the Annual Salary is greater than R200 000.00 the Medical Aid is R500.00 for the member and
each dependant, otherwise R250.00 for the member and each dependant. The dependants are
loaded on the Employee Detail screen of the employee. 60% Company contribution and 40%
Employee contribution. The medical aid contribution will only be effective in the last period of the
month for the weekly employees.
Activity solution
Step 1 Set up a Medical Aid company contribution calculation.
Step 2 Set up a Medical Aid deduction calculation.
Link the Medical Aid company contribution calculation to the Medical Aid company
Step 3
contribution definition.
Make changes to the Calculation Recurrence setup on the Medical Aid company
Step 4
contribution definition.
Step 5 Link the Medical Aid deduction calculation to the Medical Aid deduction definition.
Make changes to the Calculation Recurrence setup on the Medical Aid deduction
Step 6
definition.
232
Step 1: Set up a Medical Aid company contribution calculation


5. Click on New.
7. Enter 10_MEDICAL_CC in the Code field.

8. Enter Medical Aid CC in the Description field.
10. Select Company Contributions in the Calculation Group field.
12. Click on Save.
13. Click on OK.
233

234


26. Double-click on the Annual Salary (AnnualSalary) option.
27. Enter > 200000.
235
29. Scroll down to the Medical Beneficiaries (MedicalBeneficiaries) option.
30. Double-click on the Medical Beneficiaries (MedicalBeneficiaries) option and enter * 500 * 0.6.

35. Click on Ok.
236
37. Click on Yes.

39. Click on Save.

40. Click on OK.
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Step 2: Set up a Medical Aid Deduction calculation

1. Click on New.
3. Enter 10_MEDICAL_DD in the Code field.

4. Enter Medical Aid Deduction in the Description field.
8. Click on Save.
9. Click on OK.
238

239


22. Double-click on the Annual Salary (AnnualSalary) option and enter > 200000.
240
24. Scroll down to the Medical Beneficiaries (MedicalBeneficiaries) option.

30. Click on Ok.
241
32. Click on Yes.

34. Click on Save.

35. Click on OK.
242
Step 3: Link the Medical Aid company contribution calculation to the

Medical Aid company contribution definition

5. Double-click on the Medical Aid company contribution definition.

10. Expand the Company Contributions calculation group.
11. Click on the Medical Aid calculation.
12. Click on Save.
13. Click on OK.
243
Step 4: Make changes to the Calculation Recurrence setup on the Medical

Aid company contribution definition
To make changes to the Calculation Recurrence Type, on the Company Contribution Definition Detail
screen:
6. Ensure that the calculation will only take place in the last period of every month by scrolling through
7. Click on Ok.
244
8. The screen will return to the Company Contribution Definition Detail screen:
9. Click on Save.
10. Click on OK.
245
Step 5: Link the Medical Aid deduction calculation to the Medical Aid
deduction definition

5. Double-click on the Medical Aid deduction definition.

11. Click on the Medical Aid calculation.
12. Click on Save.
13. Click on OK.
246
Step 6: Make changes to the Calculation Recurrence setup on the Medical

Aid deduction definition
To make changes to the Calculation Recurrence Type, on the Deduction Definition Detail screen:
6. Ensure that the calculation will only take place in the last period of every month by scrolling through
7. Click on Ok.
247
8. The screen will return to the Deduction Definition Detail screen:
9. Click on Save.
10. Click on OK.


248
4. Select Miss A Rogue (006) and click on the Employee Detail option.

7. The employee has 2 Medical Beneficiaries.
8. Click on the Rates and Hours tab.
9. The employees Annual Salary is R 359 937.70.

10. Click on the Employee Actions drop-down on the ribbon:
249

14. The employees Medical Aid should calculate according to one of the following conditions:
If the Annual Salary is greater than R200 000.00 the Medical Aid is R500.00 for the member and
each dependant, otherwise R250.00 for the member and each dependant. The dependants are
loaded on the Employee Detail screen of the employee. 60% Company contribution and 40%
Employee contribution.
The employee has 2 medical beneficiaries and her Annual Salary is greater than R200 000.00
(R 359 937.70). She should receive R500 per beneficiary.
Deduction Company Contribution

Medical Beneficiaries 2 Medical Beneficiaries 2
x R 500.00 x R 500.00
= R 1 000.00 = R 1 000.00
x 40% x 60%
= R 400.00 = R 600.00
15. Click on Save.

16. Click on OK.
250
Example
Example of the Medical Aid calculation for a weekly employee.
The company rule has to be in the final period of the month for the calculation to work. Alternatively, you
can remove the recurrence on the Deduction and Company Contribution Definition Detail screens to test.
251
The employee has 3 medical beneficiaries and her Annual Salary is greater than R200 000.00
(R 780 000.00). She should receive R500 per beneficiary.
Deduction Company Contribution

Medical Beneficiaries 3 Medical Beneficiaries 3
x R 500.00 x R 500.00
= R 1 500.00 = R 1 500.00
x 40% x 60%
= R 600.00 = R 900.00
End of example
End of activity
252
Sanlam Provident Fund (CTC) (Monthly)
Activity 11
 If the Package is up to R20 000.00, both the employee and company pay 6% of 70% of the
Package towards the Pension Fund.
 If the Package is more than R20 000.00, both the employee and company pay 7% of 70% of
the Package.
 Remember to create the RFI Calc. This is a DB fund.
Activity solution
Step 1 Set up a Pensionable Salary calculation.
Step 2 Set up a Taxable Cost to Company Components calculation.
Step 3 Set up an RFI calculation.
Step 4 Set up a Provident Fund calculation.
Step 5 Link the RFI calculation to the Company Retirement Fund.
Link the Provident Fund calculation to the Sanlam Provident company contribution
Step 6
definition.
Step 7 Link the Provident Fund calculation to the Sanlam Provident deduction definition.
253
Step 1: Set up a Pensionable Salary calculation


5. Click on New.
7. Enter PENSIONABLE_SAL in the Code field.

8. Enter Pensionable Salary in the Description field.
12. Click on Save.
13. Click on OK.
254
17. On the Variables tab, expand the Payslip Definition (PD) group.
18. Scroll down to the Remuneration Amount (RemunerationAmount) option.
255
19. Double-click on the Remuneration Amount (RemunerationAmount) option and enter * 0.7.

22. Click on Ok.
24. Click on Yes.
256
26. Click on Save.

27. Click on OK.
Step 2: Set up a Taxable Cost to Company Components calculation

1. Click on New.
257
3. Enter TAX_C2C_COMP in the Code field.

4. Enter Taxable Cost to Company Components in the Description field.
8. Click on Save.
9. Click on OK.
258

16. Scroll down to the Cash (CASH) group.
17. Expand the Cash (CASH) group.
259
20. Scroll down to the Housing Allowance (HOUSING) group.
21. Expand the Housing Allowance (HOUSING) group.

260
24. Scroll down to the Travel Allowance (TRAVEL) group.

261
28. Scroll down to the Fringe Benefits (FB) group.
29. Expand the Fringe Benefits (FB) group.

31. Expand the Medical Aid (MEDICAL) group.
262

36. Click on Ok.
38. Click on Yes.

40. Click on Save.

41. Click on OK.
263
Step 3: Set up an RFI calculation

1. Click on New.
3. Enter 11_SANLAM_RFI in the Code field.

4. Enter Sanlam Provident Fund RFI in the Description field.
6. Select Other in the Calculation Group field.
8. Click on Save.
9. Click on OK.
264

14. Double-click on the Min(, ,…) option.
15. Place the cursor in the function, before the first comma.
265

18. Double-click on the Pensionable Salary calculation.
19. Place the cursor after the first comma.
20. Double-click on the Taxable Cost to Company Components calculation.
21. Delete the final comma and three additional dots.

24. Click on Ok.
266
26. Click on Yes.

28. Click on Save.

29. Click on OK.
267
Step 4: Set up a Provident Fund calculation

1. Click on New.
3. Enter 11_SANLAM_PROV in the Code field.

4. Enter Sanlam Provident Fund in the Description field.
8. Click on Save.
9. Click on OK.
268

269


270
23. Double-click on the Period Salary (PeriodSalary) option and enter <= 20000.
25. Double-click on the Period Salary (PeriodSalary) option and enter * 0.7 * 0.06.
271
27. Double-click on the Period Salary (PeriodSalary) option and enter * 0.7 * 0.07.

30. Click on Ok.
32. Click on Yes.
272
34. Click on Save.

35. Click on OK.
Step 5: Link the RFI calculation to the Company Retirement Fund

To access the Company Retirement Fund screen, from the Navigation pane:
1. Expand the Parameters option.

2. Expand the Payroll option.
3. Double-click on the Company Retirement Fund option.
4. The Company Retirement Fund screen displays:
5. In the RFI Calculation Method field, select Custom Calculation from the drop-down.
6. In the Calculation Entry field, select the Sanlam Provident Fund RFI calculation.
7. Click on Save All.
8. Click on Yes.
9. Click on OK.
273
Step 6: Link the Provident Fund calculation to the Sanlam Provident

company contribution definition

5. Double-click on the Sanlam Provident company contribution definition.

11. Click on the Sanlam Provident Fund calculation.
12. Click on Save.
13. Click on OK.
274
Step 7: Link the Provident Fund calculation to the Sanlam Provident

deduction definition

5. Double-click on the Sanlam Provident deduction definition.

11. Click on the Sanlam Provident Fund calculation.
12. Click on Save.
13. Click on OK.
275


4. Select Ms A Rogue (006) and click on the Payslip Detail option.

276
8. The employees Sanlam Provident Fund deduction and company contribution should calculate
as:

x 7%
= R 2 099.64
x 70%
= R 1 469.75
9. Click on the Tax Totals option.

10. The Employee Tax Total (Statutory Tables) screen displays:
11. Click on the Retirement Fund tab.

12. The employees RFI calculated as R 20 996.37.
RFI should calculate as the minimum value between the pensionable salary x 70% and taxable
company contributions.
Pensionable Salary Taxable Company Contributions

Period Salary R 29 994.81 Cash R 29 994. 81
x 70% + Housing Allowance R 4 499.22
= R 20 996.37 + Travel Allowance R 2 500.00
+ Medical Aid Fringe Benefit R 600.00
= R 37 594.03
The minimum amount is R 20 996.37.
The custom RFI calculation is correct on the system.
End of activity
277
Annual Bonus (Monthly and Weekly)
Activity 12
All employees receive an Annual Bonus in December. Setup one calculation for monthly and
weekly employees. The bonus pays out in the second week in December in the weekly company.
The bonus is calculated as follow:
Category Amount
Category GS R100.00 for every week in service.
Category JM The greater of 95% of the Period Salary and 10% of the Annual Salary.
Category SM A fixed amount of R20 000.00
Category KL R250.00 for every month in service.
Activity solution
Step 1 Get the Hierarchy Category ID’s.
Step 2 Set up an Annual Bonus calculation.
Step 3 Link the Annual Bonus calculation to the Annual Bonus earning definition.
Make changes to the Calculation Recurrence setup on the Annual Bonus earning
Step 4
definition.
278
Step 1: Get the Hierarchy Category ID’s

To access the Hierarchy screen, from the Navigation pane:

2. Expand the Hierarchy Setup option.
3. Double-click on the Hierarchy option.
4. The Hierarchy screen displays:
5. Select the Category hierarchy header.

6. Right-click on any of the column headings in the Hierarchy Items section:
7. Click on Column Chooser.
279
8. The following screen displays:
9. Drag and drop the Hierarchy Id field next to the Hierarchy Name heading.
10. Write down the Hierarchy Id for each category in order to use them in the Annual Bonus
calculation.
280
Step 2: Set up an Annual Bonus calculation


5. Click on New.
7. Enter 12_ANN_BON in the Code field.

8. Enter Annual Bonus in the Description field.
12. Click on Save.
13. Click on OK.
281

282

23. On the Variables tab, expand the Employee Hierarchy Fields (HA) group.
24. Expand the Category (CATEGORY) group.

25. Double-click on the Hierarchy Id (HierarchyID) option and enter = 11.

29. Double-click on the Weeks in Service calculation and enter * 100.
283
34. Place the cursor after the second if(.

284
39. Double-click on the Max(, ,…) option.

40. Place the cursor after the first bracket and add an additional open bracket (.
285

45. Double-click on the Period Salary (PeriodSalary) option and enter * 0.95).
46. Place the cursor after the first comma and add an additional open bracket “(“.
47. Scroll up to the Annual Salary (AnnualSalary) option.
286
48. Double-click on the Annual Salary (AnnualSalary) option and enter * 0.1).
49. Delete the last comma and the additional dots.
54. Place the cursor after the last if(.
55. On the Variables tab, scroll down to the Hierarchy Id (HierarchyID) option.
287

57. Place the cursor after THEN and enter 20000.
288
62. Place the cursor after the last if(.

63. On the Variables tab, scroll down to the Hierarchy Id (HierarchyID) option and enter = 14.
66. Double-click on the Months in Service calculation. This calculation was created in a previous
activity.
67. Enter * 250.
289

71. Click on Ok.
73. Click on Yes.

290
75. Click on Save.

76. Click on OK.
Step 3: Link the Annual Bonus calculation to the Annual Bonus earning
definition

5. Double-click on the Annual Bonus earning definition.

291
11. Click on the Annual Bonus calculation.
12. Click on Save.
13. Click on OK.
Test 4: Make changes to the Calculation Recurrence setup on the Annual

292
6. Ensure that the calculation will only take place in December by scrolling through the Example
section.
7. Click on Ok.
293
12. In the This item will occur field, select Exact period of the month from the drop-down.
14. In the Occurs only in month: field, select December from the drop-down.
15. Ensure that the calculation will only take place in the second week of December by scrolling
16. Click on Ok.
18. Click on Save.

19. Click on OK.
294
Test 5: Test the calculation on an employee
A recurrence is set up for the Annual Bonus to only calculate in December. The company rule is
currently not in December. To test the calculation in the current period you will need to remove
the recurrence on the Earning Definition Detail screen and add it again after testing the
calculation.

4. Select Mr L Luthor (002) and click on the Employee Detail option.

6. The employee is linked to the SM category under the Hierarchy Structure section.
295
7. Click on Employee Actions drop-down on the ribbon.

296
11. The employees Annual Bonus should calculate according to one of the following conditions:
Category Amount
Category GS R100.00 for every week in service.
Category JM The greater of 95% of the Period Salary and 10% of the Annual Salary.
Category SM A fixed amount of R20 000.00
Category KL R250.00 for every month in service.
According to the conditions the employee should receive R 20 000.00 for category SM.
12. Click on Save.

13. Click on OK.
Example
Example of the Annual Bonus calculation if the employee is linking to category GS.
 The employee is linked to the GS category under the Hierarchy Structure section.
297
According to the conditions the employee should receive a R100.00 for every week in service for the GS
category.
Employee’s Weeks in Service is calculated as:

((Employee Months In Service /12) + (Employee Years In Service)) * 52
((0 months / 12) + (5 years)) *52
= 260 Weeks in Service.
The Annual Bonus is calculated as:

260 Weeks in Service x R 100.00 per week.
= R 26 000.00
End of example
298
Example
Example of the Annual Bonus calculation if the employee is linking to category JM.
 The employee is linked to the JM category under the Hierarchy Structure section.
 The employees Annual Salary is R 248 239.44.

 The employees Period Salary is R 20 686.62.
299
According to the conditions the employee should receive the greater of 95% of the Period Salary or
10% of the Annual Salary, for the JM category.
Period Salary x 95%

R 20 686.62 x 0.95
= R 19 652.29
OR
Annual Salary x 10%

R 248 239.44. x 10%
= R 24 823.94
The employee received the greater of the two calculations (R 24 823.94).
End of example
300
Example
Example of the Annual Bonus calculation if the employee is linking to category KL.
 The employee is linked to the KL category under the Hierarchy Structure section.
According to the conditions the employee should receive R 250.00 for every month in service for the KL
category.
301
Employee’s Months in Service is calculated as:

DateDiffMonth(Employee Date Engaged, Period End Date) +1
(2014/06/01 , 2019/05/31 ) +1
= 60 Months in Service

60 Months in Service x R 250.00 per month.
= R 15 000.00
End of example
End of activity
302
Provision for Tax on Annual Bonus (Monthly and

Weekly)
Activity 13
Assist the customer to calculate the Provision for tax on Annual Bonus. Annual Bonus is
calculated as above. Should the employee not have contributed enough, the difference should be
taken when the Annual Bonus is paid out.
Activity solution
Step 1 Set up a calculation for the Remaining Tax Periods.
Step 2 Set up a Provision for Tax on Annual Bonus calculation.
Link the Provision for Tax on Annual Bonus calculation to the Provision for tax on
Step 3
bonus provision definition.
Step 1: Set up a calculation for the Remaining Tax Periods


5. Click on New.
303
7. Enter REM_TAX_PR in the Code field.

8. Enter Remaining Tax Periods in the Description field.
12. Click on Save.
13. Click on OK.
304
17. Expand the Date option in the Functions section.

18. Double-click on the DateDiffPeriod() option.
19. Place the cursor inside the brackets.
20. On the Variables tab, expand the Period (PR) group.
21. Double-click on the EndDate(End Date) option and enter a comma (,).
305
22. Scroll up to the Company Rule (CR) group.
23. Expand the CompanyRule(CR) group.

24. Double-click on the CompanyTaxYearEnd (Company Tax Year End) option.
25. Place the cursor after the bracket and enter + 1.

28. Click on Ok.
306
30. Click on Yes.

32. Click on Save.

33. Click on OK.
307
Step 2: Set up a Provision for Tax on Annual Bonus calculation

1. Click on New.
3. Enter 13_PROV_TAX in the Code field.

4. Enter Provision for Tax on Bonus in the Description field.
8. Click on Save.
9. Click on OK.
308
13. Enter an open bracket ( in the Expression section.

15. Expand the Earning calculation group.
16. Double-click on the Annual Bonus calculation and enter a minus (-).
309
18. Expand the Payslip (PS) group.

19. Scroll down to the Provisions (PV) group.
20. Expand the Provisions (PV) group.

22. Expand the Provision for tax on bonus (PROV_TAX_BONUS) group.
310
23. Scroll down to the YTD Total (YTDTotal) option.
24. Double-click on the YTD Total (YTDTotal) option.

25. Enter a closing bracket ) and a divide sign (/).

28. Double-click on the Remaining Tax Periods calculation.
311

31. Click on Ok.
33. Click on Yes.

35. Click on Save.

36. Click on OK.
312
Step 3: Link the Provision for Tax on Annual Bonus calculation to the
Provision for tax on bonus provision definition
To access the Provision Definition Detail screen, from the Navigation pane:

3. Double-click on the Provisions option.
4. The Provisions screen displays:
5. Double-click on the Provision for tax on bonus definition.

6. The Provision Definition Detail screen displays:

9. Expand the Other calculation group.
10. Click on the Provision for Tax on Bonus calculation.
11. Click on Save.
12. Click on OK.
313



6. Select the Provisions option.

314
8. The Provision for tax on bonus amount calculates as R 2 000.00 for the current period.
To manually calculated the provision amount:
Bonus in December: R 20 000.00

YTD Provision: R 0.00
Current period end date: 2019/05/31
Company TYE date: 2020/02/28
Provision: (Bonus – YTD Provision) / Remaining periods in the tax year

= (R 20 000 – R 0) / 10
= R 2 000.00
9. Click on Save.
10. Click on OK.
End of activity
315
Birthday Bonus (Monthly and Weekly)
Activity 14
Only employees with a birthday in the current month should receive this bonus of R250.00. The
bonus will be paid in the first period of the month in the weekly company.
Activity solution
Step 1 Set up a Birthday Bonus calculation.
Step 2 Link the Birthday Bonus calculation to the Birthday Bonus earning definition.
Make changes to the Calculation Recurrence setup on the Birthday Bonus earning
Step 3
definition.
Step1: Set up a Birthday Bonus calculation


5. Click on New.
316
7. Enter 14_BIRTHDAY_BON in the Code field.

8. Enter Birthday Bonus in the Description field.
12. Click on Save.
13. Click on OK.
317

23. Expand the Date option under the Functions section.
24. Scroll down to the GetMonth () option.
318
25. Double-click on the GetMonth () option.

26. Place the cursor between the brackets.
28. Scroll down to the Entity (EN) group.
319
29. Expand the Entity (EN) group.

30. Double-click on the Birth Date (BirthDate) option.
31. Place the cursor after the closing bracket and enter an equal sign (=).
32. Double-click on the GetMonth () option under the Functions section.
33. Place the cursor between the brackets.
34. On the Variables tab, scroll down to the Period (PR) group.

36. Scroll down to the StartDate (Start Date) option.
320
37. Double-click on the StartDate (Start Date) option.

38. Place the cursor after the THEN and enter 250.

42. Click on Ok.
321
44. Click on Yes.

46. Click on Save.

47. Click on OK.
322
Step 2: Link the Birthday Bonus calculation to the Birthday Bonus earning
definition

5. Double-click on the Birthday Bonus definition.

323

10. Click on the Birthday Bonus calculation.
11. Click on Save.
12. Click on OK.
Step 3: Make changes to the Calculation Recurrence setup on the Birthday

4. In the This item will occur field, select First N periods of the month from the drop-down.
324

6. Ensure that the calculation will only take place in the first period each month by scrolling through
7. Click on Ok.
9. Click on Save.
10. Click on OK.
325


4. Select Mr B Allen (001) and click on the Employee Detail option.

6. Click on the Basic Information tab.

7. The employee’s birthday is in May, which is the current period. He should receive a birthday bonus
this month.
326

12. The employee received a R 250.00 Birthday Bonus, which is correct. The custom earning
calculation is correct on the system.
13. Click on Save.
14. Click on OK.
327
Example
Example of an employee in the Weekly company rule, who should receive a birthday bonus.
1. The birthday bonus should calculate in the first period of the month. The company rule is currently
in the first period of the month.
2. The employees birthday is in March, which is the current period for the weekly company rule.
328
3. The employee receives his birthday bonus. The custom earning calculation is correct on the
system.
End of example
End of activity
329
Wage (Weekly)
Activity 15
All weekly employees are paid at different rates depending on the Job Grade they belong to.
If the employee is linked to:
Job Grade Amount
Job Grade A R 44.20 per hour
Job Grade B R 58.00 per hour
Job Grade C R 82.70 per hour
Job Grade D R 103.00 per hour
Tip
Setup Job Grades under Parameters.
Activity solution
Step 1 Set up Job Grades under Parameters.
Step 2 Set up a Wage calculation.
Step 3 Link the wage calculation to the Wage earning definition.
330
Step 1: Set up Job Grades under Parameters

To access the Job Grade screen, from the Navigation pane:
1. Expand the Parameters option.

2. Expand the Employee option.
3. Double-click on the Job Grade option.
4. The Job Grade screen displays:
5. Click on New for each of the four job grades that needs to be loaded.
6. Complete the job grade fields with the information provided in the table.
9. Click on Yes.
10. Click on OK.
331
11. Right-click on any of the column headings.
12. Click on Column Chooser.

13. The following screen displays:
14. Drag the Job Grade Id field and drop it next to the Code heading.
332
15. Write down the Job Grade Id for each corresponding Job Grade.
Step 2: Set up a Wage calculation


5. Click on New.
333
7. Enter 15_WAGE in the Code field.

8. Enter Wage in the Description field.
12. Click on Save.
13. Click on OK.
334

22. Place the cursor after the first bracket.
24. Scroll down to the Job Grade (JobGradeID) option.
335
25. Double-click on the Job Grade (JobGradeID) option and enter = 1.

27. On the Variables tab, scroll down to the Payslip (PS) group.
28. Expand the Payslip (PS) group.

29. Scroll down to the Earnings (EA) group.
336

32. Scroll down to the Wage (WAGE) group.
33. Expand the Wage (WAGE) group.

34. Scroll down to the Units Capture (UnitsCapture) option.
337
35. Double-click on the Units Capture (UnitsCapture) option and enter * 44.20.
37. Double-click on the if( THEN ELSE) option under the Functions section.
41. Place the cursor after the first bracket of the new if statement.
42. Scroll up to the Job Grade (JobGradeID) option which was used previously.
338

45. Scroll down to the Units Capture (UnitsCapture) option which was used previously.
339

340
341

69. Place the cursor after the ELSE and enter a 0 (zero).
342

72. Click on Ok.
74. Click on Yes.

76. Click on Save.

77. Click on OK.
343
Step 3: Link the Wage calculation to the Wage earning definition


5. Double-click on the Wage definition.

344

10. Click on the Wage calculation.
11. Click on the Default To Employee Rule drop-down.
12. Select Clear After Roll Over.

13. Click on Save.
14. Click on OK.
345


4. Select Miss L Lane (005) and click on the Employee Detail option.

7. In the Job Grade field, select Job Grade A from the drop-down.
8. Click on Save.
9. Click on OK.
346


14. On the Wage line, enter 10 units in the Units Capture field.
347
15. The wage amount calculated on the system is R 442.00. According to the calculation conditions the
employee should receive R 44.20 per hour.
R 44.20 per hour x 10 hours = R 442.00.
The custom earning calculation is correct on the system.

16. Click on Save.
17. Click on OK.
Example
Example of the wage calculation for Job Grade B.
The wage amount calculated on the system is R 580.00. According to the calculation conditions the
End of example
348
Example
Example of the wage calculation for Job Grade C.
The wage amount calculated on the system is R 827.00. According to the calculation conditions the
End of example
349
Example
Example of the wage calculation for Job Grade D.
The wage amount calculated on the system is R 1 030.00. According to the calculation conditions the
R 103.00 per hour x 10 hours = R 1 030.00.
End of example
End of activity
350
Anniversary Bonus (Monthly and Weekly)
Activity 16
Employees receive an Anniversary Bonus once a year in their anniversary month. Weekly
employees must receive this bonus in the last week of the month. Use a Table Lookup for the
following:
Periods in Service Bonus
Up to 1 year R100.00
Up to 2 years R200.00
Up to 10 years R1 000.00
Up to 20 years R1 500.00
More than 20 years R1 700.00
Activity solution
Step 1 Set up a Lookup table for the Anniversary Bonus.
Step 2 Set up an Anniversary Bonus calculation.
Link the Anniversary Bonus calculation to the Anniversary Bonus earning

Step 3
definition.
Make changes to the Calculation Recurrence setup on the Anniversary Bonus

Step 4
earning definition.
351
Step 1: Set up a Lookup table for the Anniversary Bonus

To access the Table Lookup Items screen, from the Navigation pane:

5. Click on New.
7. Enter ANNIVERSARY_BON in the Code field.

8. Enter Anniversary Bonus in the Short Description field.
9. Press Tab on your keyboard for the Long Description to default.
10. Ensure that the Table Value Type defaults to Integer.
11. Untick the Min Value Inclusive box.
12. Click on the Action button under the Table Lookup Items section.
352
14. Click on Add to load each of the table items.

15. Complete the Min Range, Max Range and Range Value fields with the values provided. (For 20 or
more years enter 999999 for the Max Range).
16. Click on Close.
18. Click on Yes.
353
19. The screen will return to the Table Lookup Items screen:
20. Click on Save.

21. Click OK.
354
Step 2: Set up an Anniversary Bonus calculation


5. Click on New.
7. Enter 16_ANNIVERSARY in the Code field.

8. Enter Anniversary Bonus in the Description field.
12. Click on Save.
13. Click on OK.
355

356
23. Expand the Date option under the Functions section.
24. Expand the Date option.

25. Scroll down to the GetMonth() option.
26. Double-click on the GetMonth() option.

27. Place the cursor between the two brackets.
357

29. Double-click on the Date Engaged (DateEngaged) option and enter an equal sign (=) after the
bracket.
30. Double-click on the GetMonth() option.
31. Place the cursor between the two brackets.
32. On the Variables tab, scroll down to the Period (PR) group.

358

37. Expand the Lookup option under the Functions section.
38. Double-click on the ANNIVERSARY_BON(Anniversary Bonus) option.

39. Place the cursor after the comma in the bracket.
359
40. Scroll up to the Years / Months in Service (YearsInService) option, which should still be open
under the Employee (EE) group.
41. Double-click on the Years / Months in Service (YearsInService) option.

42. Place the cursor after the ELSE and enter a 0 (zero).

45. Click on Ok.
360
47. Click on Yes.

49. Click on Save.

50. Click on OK.
361
Step 3: Link the Anniversary Bonus calculation to the Anniversary Bonus

earning definition

5. Double-click on the Anniversary Bonus earning definition.

362

11. Click on the Anniversary Bonus calculation.
12. Click on Save.
13. Click on OK.
Step 4: Make changes to the Calculation Recurrence setup on the

Anniversary Bonus earning definition
363
6. Ensure that the calculation will only take place in the last period of the month by scrolling through
7. Click on Ok.
9. Click on Save.
10. Click on OK.
364



6. Change the employees Date Engaged to 2016/05/07. This is for testing purposes only and should
not be done on a live employee at a client.
7. The employee has been employed for 3 years. According to the table provided, the employee
should receive R 300.00 as an anniversary bonus.
365

12. If the values do not automatically display, click on the Calculate button in the ribbon.
13. The employee received a R 300.00 Anniversary Bonus, which is correct. The custom earning
14. Click on Save.
15. Click on OK.
End of activity
366
Entertainment Allowance (Monthly)
Activity 17
Employees have an initial probation period of 3 months; therefore, employees are permanently
employed in month 4. Once permanently employed all employees receive R500 per month.
Activity solution
Step 1 Set up an Entertainment Allowance calculation.
Link the Entertainment Allowance calculation to the Entertainment Allowance

Step 2
earning definition.
Step1: Set up an Entertainment Allowance calculation


5. Click on New.
367
7. Enter 17_ENT_ALLOW in the Code field.

8. Enter Entertainment Allowance in the Description field.
12. Click on Save.
13. Click on OK.
368

24. Scroll down to the Probation Period End Date (ProbationPeriodEndDate) option.
369
25. Double-click on the Probation Period End Date (ProbationPeriodEndDate) option and enter a
less than sign (<).
26. Scroll down to the Period (PR) group.

370

30. Place the cursor after THEN and enter 500.00.
31. Place the cursor after ELSE and enter a 0 (zero).

34. Click on Ok.
36. Click on Yes.
371
38. Click on Save.

39. Click on OK.
Step 2: Link the Entertainment Allowance calculation to the Entertainment

Allowance earning definition

5. Double-click on the Entertainment Allowance earning definition.
372
11. Click on the Entertainment Allowance calculation.
12. Click on Save.
13. Click on OK.
373



6. The employee’s probation period ended on 2019/01/31. She should thus receive an entertainment
allowance.
374

11. The employee received a R 500.00 Entertainment Allowance, which is correct. The custom earning
12. Click on Save.
13. Click on OK.
375
Example
Example if the employee was still within the probation period.
The probation period ends on 2019/06/30 and the current period ends on 2019/05/31.
The employee did not receive an entertainment allowance. The custom earning calculation is correct on
the system.
End of example
End of activity
376
OT Alert (Monthly and Weekly)
Activity 18
Employees are not allowed to receive more than 60 hours overtime, set-up an alert to indicate
whether the employee received more than 60 hours OT1.5 and OT2.0 for the current period.
Activity solution
Step 1 Set up an Overtime Alert calculation.
Step 2 Link the Overtime Alert calculation to an Alert Type.
Step1: Set up an Overtime Alert calculation


5. Click on New.
377
7. Enter 18_OT_ALERT in the Code field.

8. Enter Overtime Alert in the Description field.
11. Select String in the Return Type field.
12. Click on Save.
13. Click on OK.
378

18. Scroll down to the Earnings (EA) group.

21. Scroll down to the Overtime 1.5 (OT15) group.
379

23. Scroll down to the Units (Units) option.
24. Double-click on the Units (Units) option and enter a plus sign (+).
25. Scroll down to the Overtime 2.0 (OT20) group.
380

27. Scroll down to the Units (Units) option.
28. Double-click on the Units (Units) option and enter a greater as sign (>) and 60.

31. Click on Ok.
33. Click on Yes.
381
35. Click on Save.

36. Click on OK.
Step 2: Link the Overtime Alert calculation to an Alert Type

To access the Alert Type screen, from the Navigation pane:
1. Expand the Parameter option.

2. Expand the Payroll option.
3. Double-click on the Alert Type option.
4. The Alert Type screen displays:
5. Click on New.
382
6. A new Alert Type record displays:
7. Enter OT_HRS in the Code field.

8. Enter Overtime Hours in the Short and Long Description fields.
9. Click on the drop-down in the Calculation Entry field and select the 18_OT_ALERT calculation.
12. Click on Yes.

13. Click on OK.
383


4. Select Ms M Hayes (003) and click on the Payslip Detail option.

6. Select the Earnings option.

7. Click on the Calculate button on the ribbon.
384
8. The Overtime Hours alert displays at the top right of the screen, due to the hours captured being
more than 60 hours for the period. The custom alert calculation is correct on the system.
9. Click on Save.
10. Click on OK.
Example
Example of the alert if less than 60 overtime hours are captured.
The overtime alert does not display for less than 60 hours. The custom earning calculation is correct on
the system.
End of example
End of activity
385

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Sage 300 People Calculation Management V2022.

Product Version: 21.3.1.0

Content Developer and Editor: Ronelle Janse van Rensburg

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Working with this manual

Icon Description Explanation

Item where caution and attention are required, or additional

Activity Your opportunity to practice a concept.

Activity solution Indicates the start of an Activity solution.

End of activity Indicates the end of an activity.

Example This is an example of what you are about to do.

End of example The end of an example.

Lesson 2: Custom calculations ..................................................................................................................3

Lesson 3: Table Lookup Manager ........................................................................................................... 61

Lesson 4: Pro rata calculations .............................................................................................................. 69

Lesson 5: Smart calculations .................................................................................................................. 73

Lesson 6: Calculations on employee screens ....................................................................................... 77

Lesson 7: Reports .................................................................................................................................... 85

Lesson 8: Regional settings when doing calculations ......................................................................... 95

Lesson 9: Calculation Management activities ....................................................................................... 99

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Web Self Service Application offers a range of fast, easy-to-use, time-

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The website offers a quick link to:

 Knowledge Base: With a Knowledge Base which not only stores

Please visit https://www.sagecity.com/global-resources

Lesson 1: Introduction to calculations

 Understand the different options available for calculations.

Three types of calculations exist in the Sage 300 People system

Type / Option Description

To access the Calculation Management options, on the Navigation pane:

1. Expand the Utilities option.

4. Double-click on the applicable option.

Lesson 2: Custom calculations

 Access custom calculations.

Accessing the Custom Calculations screen

To access the Custom Calculations screen, from the Navigation pane:

1. Expand the Utilities option.

Applicable buttons on the Custom Calculations screen

New Click on the New button to add a new calculation.

Click on the Delete button to delete an existing calculation. A calculation cannot be

Columns on the Custom Calculations screen

Create a new custom calculation

To access the Calculation Details screen, from the Navigation pane:

1. Expand the Utilities option.

6. The Calculation Details screen displays:

7. Complete the Code and Description fields.

Fields and columns on the Calculation Detail screen

Field / Column Description

Code Enter a unique code for the calculation.

Description Enter a description for the calculation.

Company Important information

To add a new calculation group, click on the drop-down list, right-click

Select the type of answer that should be returned by the calculation.

The calculation will return a whole value; no fraction or decimal

Date The calculation will return a date value.

This calculation will return the number 1 or the number 0. This

The calculation will return a string (text) value. This is mostly

Field / Columns Description

The calculation, as entered on the Expression section of the Expression

Click on the New record button to add an expression (calculation). The