Configuration - version 9.15

Configuration

Earning types and work rules

Improved overtime rate calculation of piece pay  (17259)

When configuring earning types (System Setup > Earning Types), a new Base Pay check box is available in the Include In section. This new configuration option includes the earnings in the Overtime Rate and Post Calculations work rules. If you are using piece pay for an earning type, it must be included in the base pay to correctly calculate the overtime rate.

Note: When configuring an earning type, you cannot select both Base Pay and Average Wage Calcs options in the Include In section.

For more information, see:

Labor forecasting

Improvement to the Trend-Adjusted Exponential Smoothing calculation  (17010)

In previous releases, if you applied Trend-Adjusted Exponential Smoothing (TAES) to a forecast for the upcoming week, the software analyzed the last reported 15 data points for Actual KBIs—that is, the prior 15 weeks of data—and calculated a trend factor that was applied to the upcoming week. When forecasting more than one week in the future, the software analyzed the data set (the prior 15 weeks of Actual KBI data) and assumed that both the data set and the trend factor for the first upcoming week would be identical for all future weeks in the desired forecast range.

In this release, the TAES modeling algorithm has been improved to analyze the prior 15 weeks of Actual KBI data, calculate a trend factor for the first week in the forecast range, and then extrapolate the calculation across the forecast range.  

EXAMPLE

The TAES-calculated trend factor of 20 is applied to an 8-week forecast range.

Before the improvement:

TAES weighted averageTAES trend factorWeeks in desired forecast range
3802012345678
380+20380+20380+20380+20380+20380+20380+20380+20
400400400400400400400400

With the improved calculation:

TAES weighted average
TAES trend factor
Weeks in desired forecast range
3802012345678
380+20400+20420+20440+20460+20480+20500+20520+20
400420440460480500520540

For more information on TAES and its application to statistical KBIs, see the following:

Updated versions: Version 9.15 and later.

Work rules

Modification to the Average Hours with Worked Before and After Check work rule  (17274)

The Average Hours with Worked Before and After Check work rule (System Setup > Work Rules > Holiday Eligibility) has been modified so that the Start Calculation From parameter now includes a new Prior Week option. This new option allows you to start an eligibility calculation from one week prior to the holiday date. Once selected, the calculation of holiday pay will be for the four weeks prior to the beginning of the last week.

For example, you are trying to calculate an employee's eligibility for Canadian Thanksgiving, which is on October 8:

  • The workweek runs from Saturday through Friday, starting on Saturday and ending on Friday.
  • Pay is biweekly.
  • The employee's pay week starts on September 29 and ends on October 12.

Before the modification, to address the example above, you would have to look at the last closed pay period week, meaning that you could not look at the hours that fell within the current pay period. You would have to review the 4 weeks prior to September 29.

Now, with the modification, the calculation uses the four weeks prior to October 5th.