How do I exclude a pay ID from a gross pay calculation?

Gross pay includes all Regular, Overtime, and Other pay types. Use a formula to exclude a regular, overtime, or other pay from a deduction, fringe, or other benefit calculation in Sage 300 CRE.

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Create formulas to adjust the gross pay and use the formula as the calculation method. We recommend working with your Sage Consultant or Sage Expert Services if you need assistance with this process.

Information

• When creating the formulas, replace Pay ID with your specific pays
• In these steps, we've named the formula "Adjusted Gross"
• You can change the name of the formula as needed, and use your formula when the steps reference "Adjusted Gross"

Create a basis calculation formula

1. Go to Payroll, Tools, Formulas.
2. Click New.
3. Enter one of the formulas below. You can calculate the basis using the PR Time record, or using the PR Check record.
4. When you're finished entering the formula, click OK and name the formula "Adjusted Gross".

Calculate the basis with PR Time

• If(Pay Type [PR Time] = "REG" OR Pay Type [PR Time] = "OT" OR Pay Type [PR Time] = "Other" AND Pay ID [PR time] <> "Pay ID", Amount [PR Time])

 NOTE: Repeat the AND Pay ID [PR time] <> "Pay ID" portion of the formula for more Pay IDs. 

Calculate the basis with PR Check

• Gross Pay [PR Check] - Lookup(Amount[PR Check Pay], Employee [PR Check], Period End Date[PR Check], Check Sequence [PR Check], "PayID")

 NOTE: Repeat the - Lookup(Amount[PR Check Pay]...Check Sequence [PR Check], "PayID") portion of the formula for more Pay IDs. 

Create a rate calculation formula

The "Adjusted Gross" formula calculates the basis only. Use the adjustment formula to calculate a rate.

1. Go to Payroll, Tools, Formulas.
2. Click New.
3. Enter one of the formulas below. You can calculate the rate based on a static percentage, or calculate a percentage from the setup.
4. When you're finished entering the formula, click OK and name the formula.
5. Use this formula in the final step to replace the calculation method.

Calculate a static percentage

In this example formula, it calculates the rate at 5% of Gross Pay. Adjust your formula as needed.

• Adjusted Gross[Public Formula] *.05

Calculate with a percentage retrieved for deductions

Calculate a percent using the amount on the employee profile or Deduction setup.

• Adjusted Gross[Public Formula] * (If (Lookup(Amount [PR Employee Deduct], Employee[PR Check],"Deduct ID") = "", Lookup(Amount [PR Deduct], "Deduct ID"), Lookup(Amount [PR Employee Deduct], Employee[PR Check],"Deduct ID")) /100)

Calculate with a percentage retrieved for fringes

Calculate a percent using the amount on the employee profile or Fringe setup.

• Adjusted Gross[Public Formula] * (If (Lookup(Amount [PR Employee Fringe], Employee[PR Check],"Fringe ID") = "", Lookup(Amount [PR Fringe], "Fringe ID"), Lookup(Amount [PR Employee Fringe], Employee [PR Check],"Fringe ID")) /100)

Calculate with a percentage retrieved for pays

Calculate a percent using the amount on the employee profile or Pay setup.

• Adjusted Gross[Public Formula] * (If (Lookup(Amount [PR Employee Pay], Employee[PR Check],"Pay ID") = "", Lookup(Amount [PR Pay], "Pay ID"), Lookup(Amount [PR Employee Pay], Employee [PR Check],"Pay ID")) /100)

Use Adjusted Gross as the calculation method

After you save the formula, replace the calculation method of Gross Pay with Formula and select the rate calculation formula.

Set the calculation method in the following locations:

• Setup Pays
• Setup, Deductions
• Setup, Fringes
• Setup, Employees, Pays
• Setup, Employees, Deductions
• Setup, Employees, Fringes
• Setup, Unions, Locals, Union Class

 NOTE: For union amounts, if the rate isn't static, the calculation requires additional customization to retrieve rates from the union table. 

 

 

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