Hello John,
To calculate YTD Income you can use sum method on available objects in
your expression.
sum() method available for three objects/variables i.e.payslip,
worked_days, inputs.
They are :
payslip.sum(code, from_date, to_date)
worked_days.sum(code, from_date, to_date),
inputs.sum(code, from_date, to_date)
Where Code is Salary rule code and Dates are begin and Ending Date
(Start Period and Current Period dates.)
For example: If you want to sum all gross amount between Jan to Dec
2012. You can just create one salary rule with expression
payslip.sum('GROSS', 01/01/2012, 31/12/2012).
Regards,
On Fri 12 Oct 2012 06:37:46 AM IST, John Boyle wrote:
Hi folks,
Guessing someone has figured out a more clever approach to do this....
Anyone with a large employee base (>100) need to do YTD calc's for payroll? I
have a few complex calc's that require the input, and the employee base is too
large to calculate and enter them manually. I realize I could use an action, but
I'd rather have access directly to the value from the salary rule.
I've put together a module that accesses the values (and some other values that
can be tied to the contract) directly but I had to overwrite a key function to
do so. From the Salary Rule I can call contract_rule.ytd_amount,
contract_rule.ytd_max which is associated with a rule on the contract itself. I
need to enhance it a bit to be able to reference a specific year rather than
just the current YTD though.
My 2 cents on payroll is that it should include a way to reference simple
values either tied to the contract or the employee. The HR folks I've talked to
were a little intimidated by the salary rules and felt there should be a small
set of them maintained by a Business Analyst and they should have access to a
simple way just to enter input values.
We also needed to do Non-Salaried employees by attendances so I put together a
module for that borrowing some work from Mihai, but everything is inherited so
it works happily as a stand alone.
So... is there a better way to do this? Or is this approach something that
might be handy as part of the hr_payroll module? Thanks for your feedback!
John
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Thanks,
Mustufa Rangwala
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