How do I create a new analysis
code?
-
In the Category box, select the
Analysis Category that you want the code to be in. Analysis
categories
are defined using the Analysis
Categories screen.
-
In the Code field, enter a
unique identifier code for the Analysis Code. This can be up to 6 characters,
and can be a mix of letters and numbers.
-
In the Description field, enter a
description for the category. This can be up to 30 characters.
-
In the Code Function field, select the
appropriate entry from the drop-down list. This setting affects
how the code is used within Optimum, including which screens and
reports it is available on. To be available:
-
on the Book
Leave screen, Code Function must be Leave or
Absence
-
on the
Adjustment Request screen, Code Function must be
Open, Early Leaving, Late or Lieu
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on the Leave
Request screen, Code Function must be Leave or
Absence
-
to associate
with the
Time-In-Lieu screen, Code Function must be Lieu
The field
defaults to Open.
-
In the Code Type box, select the
appropriate type from the drop-down list. The default value is
Hours.
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Enter appropriate Minimum and Maximum
Values.
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Enter an appropriate Rate, if
applicable. For example, if the code relates to overtime, enter
the rate at which the overtime is paid.
-
Enter a Premium, if applicable.
This is entered as a percentage.
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If the code generates payment tick the Paid tickbox.
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If you want the code to be grouped in an Exception Code, select the appropriate code from the
drop-down list. Analysis Codes
may also be grouped together under Exception Codes
for reporting purposes.
-
Max. Days is the maximum number of consecutive days of
leave that can be booked/requested against this code.
-
Mapping Code is only used if you are writing or importing
the code from a non-Optimum system.
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Enter the Authorisation Level required to authorise this code.
-
(Optional)
You can set a Default
Colour to identify this code on the timesheet. Click
Colour to display a popup where you can select the required
colour.
-
Click Save. Then move to the
Settings Tab.
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