{"id":1442,"date":"2024-11-23T04:58:32","date_gmt":"2024-11-23T04:58:32","guid":{"rendered":"https:\/\/support-landing.altegio.cloud\/support\/4861531490205-creating-new-calculation-criteria\/"},"modified":"2026-03-23T07:18:40","modified_gmt":"2026-03-23T07:18:40","password":"","slug":"4861531490205-creating-new-calculation-criteria","status":"publish","type":"docs","link":"https:\/\/alteg.io\/en\/support\/knowledge-base\/4861531490205-creating-new-calculation-criteria\/","title":{"rendered":"Creating new calculation criteria"},"content":{"rendered":"\n<p>Go to <strong>Administration<\/strong> mode <strong>Payroll > Payroll Criteria<\/strong>. Click <strong>Add a criterion<\/strong> button, then in the window that opens edit all information and click <strong>Save<\/strong>.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69de95c4c08d6&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69de95c4c08d6\" class=\"wp-block-image size-full wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"326\" height=\"610\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-23-at-11.05.20.png\" alt=\"\" class=\"wp-image-306916\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-23-at-11.05.20.png 326w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-23-at-11.05.20-160x300.png 160w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-23-at-11.05.20-274x512.png 274w\" sizes=\"auto, (max-width: 326px) 100vw, 326px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Specify the <strong>Name<\/strong>, for example, \u201cServices 20,000\u201d.<\/li>\n\n\n\n<li>Specify the Period for which the criterion will be calculated: <br><strong>month<\/strong> or <strong>day<\/strong> (if the period is set to month, profit or turnover will be calculated starting from the 1st day of the calculation month).<\/li>\n\n\n\n<li>Set the Conditions under which certain payroll calculation rules will apply (more details <a href=\"https:\/\/alteg.io\/en\/support\/knowledge-base\/4861418835485-how-to-configure-calculation-rules\/\"><strong>here<\/strong><\/a>). Select the options that define how the rule will be applied:<br><\/li>\n<\/ol>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>WHAT<\/strong> will affect payroll calculation: turnover, profit, or the number of services\/products;<\/li>\n\n\n\n<li><strong>FOR WHOM<\/strong> the exceeded amount will be counted: whether it is generated by an individual employee or by the entire branch;<\/li>\n\n\n\n<li><strong>BASED ON<\/strong> the amount will be counted: for services and\/or products;<\/li>\n\n\n\n<li>the <strong>EXCEEDS<\/strong> amount of turnover, profit, or number of services\/products;<\/li>\n\n\n\n<li>whether this amount should be calculated <strong>INCLUDING<\/strong> <strong>DISCOUNTS<\/strong> client discounts (as well as payments made with bonuses and certificates) or not.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Criterion template<\/h2>\n\n\n\n<p>If profit\/turnover\/quantity for an employee\/branch from providing services and\/or selling products exceeds *** amount in currency, with\/without discounts included.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Example of a configured criterion<\/h2>\n\n\n\n<p>If profit for the branch from providing services and selling products exceeds 20,000 excluding discounts.<\/p>\n\n\n\n<p>If you select <strong>Quantity<\/strong> in the conditions, then in the <strong>FOR WHAT<\/strong> section you will be able to limit which services and\/or products are included in the calculation.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p><strong>Example<\/strong><\/p>\n\n\n\n<p>If you want only haircut revenue to be included in the calculation, select only that category (or specific services within it) by checking the box next to those services.<\/p>\n<\/blockquote>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69de95c4c24f3&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69de95c4c24f3\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"463\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-09-at-15.19.38-1024x463.png\" alt=\"\" class=\"wp-image-242716\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-09-at-15.19.38-1024x463.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-09-at-15.19.38-300x136.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-09-at-15.19.38-768x348.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-09-at-15.19.38-1536x695.png 1536w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-09-at-15.19.38-2048x927.png 2048w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-09-at-15.19.38-360x163.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-09-at-15.19.38-1568x710.png 1568w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Go to Administration mode Payroll > Payroll Criteria. Click Add a criterion button, then in the window that opens edit all information and click Save. Criterion template If profit\/turnover\/quantity for an employee\/branch from providing services and\/or selling products exceeds *** amount in currency, with\/without discounts included. Example of a configured criterion If profit for the&hellip; <a class=\"more-link\" href=\"https:\/\/alteg.io\/en\/support\/knowledge-base\/4861531490205-creating-new-calculation-criteria\/\">Continue reading <span class=\"screen-reader-text\">Creating new calculation criteria<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[53],"doc_tag":[1252,1999,1579,1297,1357],"class_list":["post-1442","docs","type-docs","status-publish","hentry","doc_category-payroll","doc_tag-location-en","doc_tag-payroll-criteria-en","doc_tag-products-en","doc_tag-service-en","doc_tag-team-member-en","entry"],"aioseo_notices":[],"year_month":"2026-04","word_count":271,"total_views":"200","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"ivan.k","author_nicename":"altegio","author_url":"https:\/\/alteg.io\/en\/author\/altegio\/"},"doc_category_info":[{"term_name":"Payroll","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/categories\/payroll\/"}],"doc_tag_info":[{"term_name":"Location","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/location-en\/"},{"term_name":"Payroll Criteria","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/payroll-criteria-en\/"},{"term_name":"Products","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/products-en\/"},{"term_name":"Service","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/service-en\/"},{"term_name":"Team Member","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/team-member-en\/"}],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1442","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/comments?post=1442"}],"version-history":[{"count":6,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1442\/revisions"}],"predecessor-version":[{"id":306982,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1442\/revisions\/306982"}],"wp:attachment":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/media?parent=1442"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/doc_category?post=1442"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/doc_tag?post=1442"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}