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Calculation Run |
Name or ID of the calculation run in which compensation was calculated. |
Cap Balance |
Sum of cap balances for caps applied in the current selected record (one calculation run, one participant). Drill into the record and select the Cap Details view tab to review each cap. |
Cap Refund |
Sum of cap refunds in the current selected record (one calculation run, one participant). Drill into the record and select the Cap Details view tab to review each cap. |
Cap Withheld |
Sum of cap amounts withheld in the current selected record (one calculation run, one participant). Drill into the record and select the Cap Details view tab to review each cap. |
Comments |
Text field for comments. |
Draw Applied |
The amount of eligible draw that has been applied for this participant. |
Draw Balance |
The amount of recoverable draw that the participant has received and not yet paid back. |
Draw Recovered |
The amount of recoverable draw that has been recovered. |
Eligible Draw |
Amount of draw for which the participant is eligible. |
Eligible for Gross Earnings |
Indicates whether or not the participant is included in the Gross Earnings Eligible total. |
First Name |
First name of the participant being compensated. |
Gross Earnings |
The employee's gross earnings for the selected Plan Rule. |
Gross Earnings Eligible Amount |
The gross earnings, less earnings from any transaction where the Eligible Payment flag (check box) is set to False. |
Last Name |
Last name of the participant being compensated. |
Last Cap Balances |
Sum of cap balances from the previous calculation run. This field is for information only, and is not used by the calculation engine. |
Last Draw Balances |
Sum of draw balances from the previous calculation run. This field is for information only, and is not used by the calculation engine. |
Last Recoverable Draw Balances |
Sum of recoverable draw balances from the previous calculation run. This field is for information only, and is not used by the calculation engine. |
Last Refundable Cap Balances |
Sum of refundable cap balances from the previous calculation run. This field is for information only, and is not used by the calculation engine. |
Net Earnings |
The net earnings of the participant, including any draws applied, and so on. For example, if a participant has gross earnings of $1,000, but an eligible draw of $10,000, the net earnings is $10,000 ($1000 gross earnings plus $9,000 draw). |
Period |
Name of the period for which the calculation engine was run. |
Position |
Position of the participant on the compensation plan. |
Recoverable Draw Applied |
Amount of recoverable draw that has been applied. |
Recoverable Draw Balance |
Balance of the recoverable draw. |
Refundable Cap Balance |
Sum of cap balances for refundable caps applied in the current selected record (one calculation run, one participant). Drill into the record and select the Cap Details view tab to review each cap. |
Refundable Cap Withheld |
Sum of cap amounts withheld for refundable caps applied in the current selected record (one calculation run, one participant). Drill into the record and select the Cap Details view tab to review each cap. |
Released |
Indicates that the compensation has been released to end users. |
Replaced |
Indicates that this calculation run has been replaced by another calculation run. |
Replaced by Calc Run |
Indicates which calculation run has replaced the former run. |
Year-to-Date Cap Balances |
Sum of cap balances year-to-date. |
Year-to-Date Cap Withheld |
Sum of caps withheld year-to-date. |
Year-to-Date Draw Balances |
Total year-to-date draw amount for the participant. If the participant receives a monthly draw amount of $500 and this is the third month that the compensation plan has been run, the YTD Draw is $1,500. YTD Draw is calculated based on the calendar year and only includes runs that have been released to end users plus the current run, which may or may not be released. |
YTD Eligible Draw |
Total year-to-date amount of draw for which the participant is eligible. |
YTD Gross Earnings |
Total pay calculated year-to-date for past periods. YTD Total Pay is calculated based on the calendar year and only includes released runs plus the current run, which may or may not be released. |
YTD Net Earnings |
Total year-to-date earnings, including any draws that have been applied. |
Year-to-Date Recoverable Draw |
Total year-to-date recoverable draw amount for the participant. If the participant receives a monthly recoverable draw amount of $500 and this is the third month that the compensation plan has been run, the YTD Recoverable Draw is $1,500. YTD Recoverable Draw is calculated based on the calendar year and only includes runs that have been released to end users and the current run, which may or may not be released. |
Year-to-Date Recoverable Draw Balances |
Sum of recoverable draw balances year-to-date. |
Year-to-Date Refundable Cap Balances |
Sum of refundable cap balances year-to-date. |
Year-to-Date Refundable Cap Withheld |
Sum of refundable caps withheld year-to-date. |