Percent Allocation Rules

Use Percent Allocation rules to allocate employee time based on a selection criterion (paycode A category of time or money that employees earn, for example, Regular Hours, Bonus, or Sick., job, cost center, or labor category). The rules are based on a predefined percentage distribution.

For Example: an employee’s daily time is allocated evenly between two labor categories. The employee works 8 hours. The system allocates 4 hours for each labor category on that day. On the following day, the employee works 10 hours. If overtime is also allocated in the rule, the system allocates 5 hours in each labor category. If overtime is not included in the rule, the system allocates 4 hours for each labor category and 2 hours for overtime.

Note:
  • The wage amounts that are specified in Percent Allocation rules override both the Base Wage and Wage Profile amounts.
  • If the system setting site.timekeeping.DateToEnableOverrideWagesForAdjustments is enabled and the employee has a wage override in effect, then the wage override is used as the wage to modify instead of the base wage.
  • If the employee has a Percent Allocation rule that includes an override to wages as well as an Adjustment rule that also applies, the Adjustment rule overrides the Percent Allocation wage change.
  • If you do not select one or more paycodes or a job, only the labor category triggers the allocation.
  • Only hours that are in a paycode are split among multiple labor categories, if the paycode is a trigger.
  • Overtime hours are not distributed among multiple labor categories.
  • During setup, if Stored scheduled and projected totals in the database is selected for a pay rule, the scheduled and projected totals are also split when they meet the conditions of the percent allocation rule.
  • Assign Percent Allocation rules to employees in People Information (Timekeeping > Timekeeper > Percent Allocation Rule table).

Use the Percent Allocation Rules page (Administration > Application Setup > Pay Policies > Percent Allocation Rules) and the following information to set up Percent Allocation Rules.

  • Version Effective Date — The effective date specifies when a rule can be used. If the job is active when the effective date is in effect, changing the job to inactive does not change the effective date.
  • Triggers — Criteria for processing when certain conditions have been met and must be calculated into the totals. You can select from triggers that have been predefined or create new triggers.
  • Note: The evaluation process for triggers depends on the system setting site.timekeeping.percentAllocationStopCascadeAfterTriggerMatchFound. The default value is false (all triggers are evaluated). When set to true then the first matching trigger is used and evaluation completes.