What is an Allocation?

An Allocation is an instance of a Requirement — an Allocation record always has a Requirement code and a date. You can edit Allocations in the Allocation View area of Daily View.

PayGlobal generates allocations in two ways:

• Open a Roster pay period to generate Allocations and Current Roster Timebands for the date range of each pay sequence that you select. You must set the field Build allocations when opening roster to Yes on the Periods entity. See Build Allocations when Opening Roster. When you open the Roster, every employee Roster timeband must have a valid combination of Date, Requirement and Requirement Tour.
• Manually add new Allocations using the Maintain Allocations function. See Maintain Allocations.

Allocations combine Requirements with the Roster so you can determine gaps in the Roster. For example Requirement = 5, Allocated = 3.

The link between the Roster and Requirements is a combination of:

• Requirement date.
• Requirement code.
• Requirement Tour code.

Allocations are not defined for any one Roster period or pay sequence. An Allocation is defined for a day and you must ensure that all Allocations exist for the period of time the pay sequence covers before you open it.

Before you can use Allocation View, you must set up Requirements.

Topic: 13103