Use the General settings for business trip calculationform to create one or more records to set up business trip calculation parameters. The details stored in this form are used to set up average-earnings calculation methods for business trips.

Set up a business trip calculation method for all employees

  1. Click Staff accounting> Calculation procedures> Business trips> Setup> Setupto open the General settings for business trip calculationform.

  2. Press CTRL+N to create a new line.

  3. In the Calculation method codefield, enter an average-earnings calculation method code.

  4. In the Namefield, enter a short description of the calculation method code.

  5. In the Number of monthfield, select the rate code that defines the number of months for the average-earnings calculation.

  6. In the Working week durationfield, select the work-week duration from the following options:

    • 5 days

    • 6 days

    • 7 days

    Note Note

    The work-week duration is used to find a corresponding calendar and to calculate the number of business trip days according to this calendar. It is also used to calculate average earnings or to adjust the days or hours worked in a month to the 5-, 6-, or 7-day week.


  7. In the Calculation method of short monthfield, select a calculation method to calculate an employee's worked days or hours for partially worked months from the following options:

    • Summary– The difference between the number of days or hours worked according to schedule and the number of days or hours absent from work.

    • Calendar– The difference between the days worked according to schedule and the number of days absent from work, divided by the number of calendar days in the month and multiplied by the average number of days in the month specified in the Average days number in monthfield, in the General settings for average earned calculationform.

    • By coefficient– The number of days or hours from a time sheet, multiplied by a factor that is set up in the General settings for average earned calculationform.

  8. In the Calculation typefield, select the calculation type that defines the time unit used in average-earnings calculations from the following options:

    • by days– The number of days is used.

    • by hours– The number of hours is used.

  9. Click the Generaltab.

  10. In the Calculation method of full monthfield, select the method used to calculate the employee's days or hours worked for a full month from the following options:

    • According to calendar– The days or hours were worked according to schedule in accordance with the time group specified in the According to schedulefield.

    • Average value– The calculation is based on the average number of days in the month specified in the Average days number in monthfield, in the General settings for average earned calculationform, divided by a factor selected in the Working week durationfield. If 5 daysis selected, the factor is set up in the From 5 to 7 days working weekfield, in the General settings for average earned calculationform. If 6 daysis selected, the factor is set up in the From 6 to 7 days working weekfield, and if 7 daysis selected, the factor is set to 1.

    Note Note

    If the number of hours has to be calculated, the result (in days) is multiplied by a value specified in the Workweek durationfield, in the General settings for vacation calculationform (the standard value is 40), and then divided by the number of days worked in a week, as specified in the Working week durationfield.


  11. In the Base of calculationfield, select a base to calculate the employee's average earnings.

    Note Note

    This calculation base is applied if a full period is used, which is 12 months before the starting date of a business trip.


  12. In the Average earned basefield, select a base to calculate the employee's average earnings.

    Note Note

    This calculation base is applied if a short period is used, which is the month that contains the starting date of the business trip.


  13. In the Step-up ratiofield, select the rate that defines a factor of increasing salary for the whole company.

  14. In the According to schedulefield, select a time group that contains time codes used in the calendar schedules.

  15. In the Actually workedfield, select the time group that contains time codes for the time actually worked.

    Note Note

    This field is available only if you select By coefficientin the Calculation method of short monthfield.


  16. In the Absences from workfield, select the time group that contains time code for absence time.

    Note Note

    This field is available only if you select Calendaror Summaryin the Calculation method of short monthfield.


  17. In the On averagefield, select the time group that contains time codes for time actually worked.

    Note Note

    The time group is applied if a short period is used for the average-earnings calculation, which is the month that contains the starting date of the business trip.


  18. In the Bonus basefield, select the base to calculate the employee's bonuses to be included into the average-earnings calculation.

  19. In the Criteria of bonus accountingfield, specify a bonus accounting rule if an employee has two or more bonuses of equal type for the same period:

    • Maximal– The bonus with a maximum amount is taken.

    • Minimal– The bonus with a minimum amount is taken.

    • First– The bonus with a first accrual date is taken.

    • Last– The bonus with a last accrual date is taken.

  20. Select the Proportional calculationcheck box to adjust the bonus amount according to the days or hours worked in the average earnings period.

  21. Press CTRL+S or close the form.

Set up a business trip calculation method for an individual employee

Use the Employee average earned calculation methodform to set up an average-earnings calculation for an individual employee.

  1. Click Staff accounting> Calculation procedures> Business trips> Setup> Employee setupto open the Employee average earned calculation methodform.

  2. Press CTRL+N to create a new line.

  3. In the Calculation method codefield, select the average-earnings calculation method code.

    Note Note

    You can view or modify the details of the selected calculation method in the corresponding fields on the Overviewand Generaltab.


  4. In the Namefield, enter a short description of the calculation method code.

  5. In the Employeefield, select the number of the employee for whom the business trip calculation parameters are set up.

  6. Press CTRL+S or close the form.

See Also