Creating rule-based calculation parameter

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To create a rule-based dynamic calculation parameter:

  1. Go to Payroll.
  2. Under Catalogs, click Earnings calculation parameters.
  3. In the Earnings calculation parameters catalog, click Create.
  4. Specify general settings.
  5. Specify data retrieval rules.
  6. Specify filters.
  7. Click Save and close.

Specifying general settings

To specify general settings of a dynamic calculation parameter:

  • In the Calculation parameter (create) window, enter or select the following:
    Field Description
    Name A calculation parameter name.
    Identifier A calculation parameter unique ID. It is applied to include the calculation parameter in the calculation formula of an earning or deduction. For details, see Creating earnings and deductions.
    By default, the ID is based on the calculation parameter name with spaces excluded and each word starting with a capital letter. You can edit the default ID.
    Specify value manually in Payroll document Clear the checkbox to indicate that a parameter is dynamic.
    Data source The data source to retrieve a calculation parameter value from.
    To select a data source:
    1. In the Data source field, click .
      The displayed dialog contains a list of accumulation, information, and accounting registers.
    2. Expand a register group or its subgroup and double-click a data item that you want to select as the data source of a calculation parameter value. You can select a data item that indicates a Balance, Turnover, or a certain data field.
      To quickly find a data item, use the search field above the list of accumulation and information registers.

As you select a data source, the data of the selected data item is populated to the Data tab. Go to this tab to specify the data retrieval rules. For details, see Specifying data retrieval rules.

Specifying data retrieval rules

You need to specify the data retrieval rules to define the following:

  • Which value type to retrieve to fill a calculation parameter value in a payroll document.
  • For which period or date to retrieve a calculation parameter value.

If the selected data source of a parameter value is other than Balance or Turnover, the period or date is not required.

To specify data retrieval rules:

  1. In the Calculation parameter (create) window, on the Data tab, review the Filter by date section and consider the following:
    • If the section shows Start date and End date, this means you need to specify the start date and end date of the period to retrieve a calculation parameter value for.
    • If the section shows Date, this means you need to specify a date to retrieve a calculation parameter value for.
    • If the section is blank, this means you only need to specify which value to retrieve for a calculation parameter. In this case, skip step 2.
  2. To specify a period or date to retrieve a parameter value for, choose one of the following options:
    Option Description
    Fixed period A period with a strictly defined start date and end date. When a payroll document is automatically filled in, 1C:Drive takes a value for this period and inputs it as a calculation parameter value in the payroll document. The dates on the Earnings and deductions tab of the payroll document are ignored.
    For example, a calculation parameter is sales turnover of year 2021. Then, set the fixed period from 1/12/2021 to 31/12/2021.
    This option is applied if the selected data source is Turnover or Balance and turnovers.
    To specify the period:
    1. In a line with Start date, set the Date type field to Fixed date. Then, in the Fixed date field, select the period start date.
    2. In a line with End date, set the Date type field to Fixed date. Then, in the Fixed date field, select the period end date.
    Fixed date A strictly defined date. When a payroll document is automatically filled in, 1C:Drive will take a value available on the date and input it as a calculation parameter value in the payroll document. The dates on the Earnings and deductions tab of the payroll document will be ignored. For example, a calculation parameter is sales balance on December 31, 2022. Then, set the fixed date to 12/31/2022.
    This option is applied if the selected data source is Balance.
    To specify the date:
    • In a line with Date, set the Date type field to Fixed date. Then, in the Fixed date field, select a date.
    Dynamic period A period where the start and end dates depend on the dates of an employee's pay period from a payroll document. For example, a calculation parameter is a quarterly sales turnover. Then, set a dynamic period that starts two months before the start date an employee's pay period and ends on the end date of the employee's pay period.
    When a payroll document is automatically filled in, 1C:Drive checks the dates in this document, then applies the offset period settings to them to determine the dates of the dynamic period.
    This option is applied if the selected data source is Turnover or Balance and turnovers.
    To specify a dynamic period:
    1. Go to a line with Start date and set the Date type field to Payroll document date. This indicates the dynamic period start date is determined by shifting an employee's pay period start date from a payroll document.
      Then, in the Offset period field, select a period to shift the date by.
      After that, in the Number of periods field, enter the number of offset periods to shift the date by. To shift the date back in time, enter a negative number. To shift the date forward in time, enter a positive number.
    2. Go to a line with End date and set the Date type field to Payroll document date. This indicates the dynamic period end date is determined by shifting an employee's pay period end date from a payroll document. Then, specify the offset period settings.
    If you need the dynamic period to match the employee's pay period, keep the offset period settings blank.
    Dynamic date Similar to the dynamic period. The difference is that a dynamic date is determined relative to the start date or end date of an employee's pay period, not both of them.
    For example, a calculation parameter is a sales balance of the current pay period. Then, set a dynamic date to the date right before the end date of an an employee's pay period.
    This option is applied if the selected data source is Turnover or Balance and turnovers.
    To specify a dynamic date:
    • If the data source is Balance, go to a line with Date and set the Date type field to Payroll document date. This indicates the date is determined by shifting the end date of an employee's pay period from a payroll document. Specify the offset period settings.
    • If the data source is Balance and turnovers and value type is an initial balance, go to a line with Start date and set the Date type field to Payroll document date. This indicates the date is determined by shifting the start date of an employee's pay period from a payroll document. Specify the offset period settings.
    • If the data source is Balance and turnovers and value type is an final balance, go to a line with End date and set the Date type field to Payroll document date. This indicates the date is determined by shifting the end date of an employee's pay period from a payroll document. Specify the offset period settings.
    If you need the dynamic date to match the date from a payroll document, keep the offset period settings blank.
  3. To specify the value type to be retrieved for a parameter, in the Indicators section, select the checkbox of the value.
    Depending on the selected data source, you can select a turnover or balance, or a source data field.

Specifying filters

You can add filters that must be applied to the selected data source to determine a calculation parameter value.

To add a filter:

  1. In the Calculation parameter (create) window, on the Filters tab, click Add new item.
  2. Enter or select the following:
    Field Description
    Filter A filter parameter.
    To select a filter parameter:
    1. Click . The Select field window is displayed. It shows a list of data fields that you can apply as filter parameters. Available data fields vary depending on the selected data source.
    2. Select a data field and click Select.
    Comparison type A condition applied to the selected filter parameter.
    A list of conditions is predefined and depends on the filter parameter type.
    Value The filter parameter value associated with the selected condition.
    The list of values depends on the specified filter parameter and condition.

For example, a parameter value must be the sales turnover of the company specified in a payroll document. Then add a filter where:

  • Filter is Company.
  • Comparison type is Equal to.
  • Value is blank.

To learn more on how to set a rule-based calculation parameter and apply it to calculate salary, see Calculating payroll for sales representative based on sales turnover

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