{"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

Go to Administration<\/strong> mode Payroll > Payroll Criteria<\/strong>. Click Add a criterion<\/strong> button, then in the window that opens edit all information and click Save<\/strong>.<\/p>\n\n\n\n

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  1. Specify the Name<\/strong>, for example, \u201cServices 20,000\u201d.<\/li>\n\n\n\n
  2. Specify the Period for which the criterion will be calculated:
    month<\/strong> or 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
  3. Set the Conditions under which certain payroll calculation rules will apply (more details here<\/strong><\/a>). Select the options that define how the rule will be applied:
    <\/li>\n<\/ol>\n\n\n\n
      \n
    • WHAT<\/strong> will affect payroll calculation: turnover, profit, or the number of services\/products;<\/li>\n\n\n\n
    • 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
    • BASED ON<\/strong> the amount will be counted: for services and\/or products;<\/li>\n\n\n\n
    • the EXCEEDS<\/strong> amount of turnover, profit, or number of services\/products;<\/li>\n\n\n\n
    • whether this amount should be calculated INCLUDING<\/strong> DISCOUNTS<\/strong> client discounts (as well as payments made with bonuses and certificates) or not.<\/li>\n<\/ul>\n\n\n\n

      Criterion template<\/h2>\n\n\n\n

      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

      Example of a configured criterion<\/h2>\n\n\n\n

      If profit for the branch from providing services and selling products exceeds 20,000 excluding discounts.<\/p>\n\n\n\n

      If you select Quantity<\/strong> in the conditions, then in the 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

      \n

      Example<\/strong><\/p>\n\n\n\n

      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

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      <\/p>\n","protected":false},"excerpt":{"rendered":"

      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 […]<\/p>\n","protected":false},"author":35,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"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"],"aioseo_notices":[],"aioseo_head":"\n\t\t\n\t\n\t\n\t\n\t\n\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t