Defining an Assignment Set Using Formula Criteria

Use the Assignment Set window to define your set.

arrow icon   To define an assignment set using criteria for a formula:

  1. Enter a unique name for the set.

  2. Do one of the following:

  3. Save the new set and click Criteria.

  4. In the Assignment Criteria window, enter one criterion in each row, and join the criteria with AND or OR in the Condition field.

    Field details are:

    Field Description
    No. The sequence number of each condition in your rule. If you use sequence numbers that are multiples of 10, it will be easier to insert new conditions later.
    Condition Leave the first row blank. Enter AND or OR for second and subsequent rows.
    Database Item Select database items as variables for your definition. All database items are prefixed by an ampersand [&].
    Operator Select operators to determine relationships between database items or values. See the following table for details
    Value/Database Item Select database items for the second variable. Alternatively, you can enter a fixed value of the same type as the database item.

    Operator details are:

    Operator Symbols Meaning
    Equals = Condition is true if both expressions have exactly the same value. For text, the case of the expression must be the same.
    For example: "Smith" is not equal to "SMITH".
    Not Equal != Condition is true if the result of the first expression does NOT have the same value as the result of the second expression.
    Greater Than > Condition is true if the first expression is alphabetically after, is numerically greater than, or is a later date than the second expression.
    Less Than < Condition is true if the first expression is alphabetically before, is numerically lesser, or is an earlier date than the second expression.
    Greater Than or Equal To >= Condition is true if either the greater than OR the equal to operator returns a true result.
    Less Than or Equal To <= Condition is true if either the less than OR the equal to operator returns a true result.

    Example

    For example: The following is a definition for an assignment set of employees with salaries between 16,000 and 24,000:

    No. Condition Database Item Operator Value/ Database Item
    10   &SALARY_PAY_VALUE_ENTRY_VALUE >= 16000
    20 AND &SALARY_PAY_VALUE_ENTRY_VALUE <= 24000
  5. Save your criteria, and click Generate to generate the formula.

    You can view and edit the formula in the Formula window. Its name is the same as the assignment set name.

  6. If you want to include or exclude individual assignments from the set defined by your criteria, choose the Amendment button. Select the assignments you want to include or exclude from the set.

    Note: The list of assignments you see in this window is either all the assignments in the business group or, if you selected a payroll, all the assignments to that payroll. It does not show the assignments matching your criteria since these are identified dynamically each time the formula runs.

  7. Save the set.