v7 FreeBalance Help

To CREATE a Situation Code Combination that lists all valid situation codes, follow the steps below:

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By default, you will be in Search Mode.

1. Click on the New icon   (you will then be in Insert Mode).
2. Fields with an asterisk  are mandatory fields.
3. Click on Used for Accruals, Used for Planned Staffing, Is Leave and Is On Probation as required.

• Used for Accruals: By default - Used for Accruals is not selected. It should be checked if the Situation Code Combination is used for accruals calculation.
• Used for Planned Staffing: By default - Used for Planned Staffing is not selected. Should be checked if the Situation Code Combination is used for Planned Staffing. 
• Is Leave: By default - Is Leave is not selected. If checked, indicates Situation Code is Leave related. 
• Is On Probation: By default - Is On Probation is not selected. If checked, indicates combination is related to Probationary Period.

4. To enter Shift Schedule, click on the Lookup icon ,click on the Find icon  to    retrieve the Shift information, then select the Shift Schedule. 

• Shift Schedule: The work schedule related to the Situation Code Combination created and listed in the Shift Schedule Definition. 

5. Select the Situation Code Combination from the drop down menus as required.

• Situation Code Combination (SCC): is comprised of 0 or 1 Situation Code per level. A SCC can include as many Situation Codes as the number of Levels indicated. A Situation Code of Level 1 is MANDATORY and all Levels must be distinct.  All Situation Codes must be ordered consecutively in relation to their Levels. (Ex. 1-2-3-4 is valid. 1-2-4-3 is not valid)

7. Select Language from Language Bar and enter Description.

• Language: Language as chosen.
• Description: Situation Code Combination Code Description.

 To ADD a Cost Item to a Code Combination if required:

1. Click on the Cost Item tab,, Cost Item New icon and enter the new Cost Item (refer to Cost Item Per Situation Code Combination for more information).

2.   Click the individual Select Checkbox(es), under to select and de-select the Cost Items, as required, or click the Select All icon  or Unselect All  icon, to select or de-select all the Cost Items, if required.

3. Click the Remove icon to remove the selected Cost Item, if required.

4. Repeat steps 1 to 3 as required for all Cost Items.

 To ADD a new Deduction for a Situation Code Combination if required:

1. Click on the Deductions tab,, Deductions New icon ,and enter the new Deduction Per Situation Code (refer to Deductions Per Situation Code Combination for more information).  

2. Click the individual Select Checkbox(es), under to select and de-select the Deduction(s), as required, or click the Select All icon  or Unselect All  icon, to select or de-select all Deductions, if required.

3. Click the Remove icon to remove the selected Deduction(s), if required.

4. Repeat steps 1 to 3 as required for all Deductions Per Situation Code Combination.

Click on the Save icon  at the bottom to save your new Situation Code Combination information. A window will appear to confirm the new Situation Code Combination creation.  Click OK to confirm.