Appendix: DBA Table Methods

This appendix provides an overview of DBA Table Methods.

Click to jump to parent topicDBA Table Methods

Five general, arbitrary categories of DBA table methods are available. The methods are distinguishable by the basis of the DBA method. This table lists the categories and available calculations:

 

Category

Available Calculations

Salary Amounts:

Pay Period

Monthly

Annual

Life Insurance

2nd Life Insurance

Spouse Life Insurance

For the salary figure, you can perform one of these calculations:

  • Table amount × Employee rate

  • Salary × Employee rate × Table amount

  • Table amount = actual DBA amount

  • Hours worked × Table amount

  • Gross earnings × Table amount

  • Salary × Employee rate. Result rounded down × Table amount

  • Salary × Employee rate. Result rounded up × Table amount

  • Salary × Table amount × Excess rate

Employee Age:

Based on the employee age, you can perform one of these calculations:

  • Salary × Employee rate × Table amount

  • Salary × Employee rate. Result rounded down × Table amount

  • Salary × Employee rate. Result rounded up × Table amount

  • Salary × Employee rate. Result rounded down ÷ 1000

  • Salary × Employee rate. Result rounded up ÷ 1000

  • Salary × Table amount × Excess rate

Dates:

Leave of Absence

Original Hire

Participation Start

For each date, you can perform one of these calculations:

  • Table amount × Employee rate

  • Table amount × Employee rate (calculates hours only)

  • Table amount × Hours worked (can optionally calculate Rate × Hours)

  • Table amount × Hours worked (calculates hours only)

  • Table amount × Hours worked

  • Table amount = actual DBA amount

  • Table amount × Gross earnings

  • Annual salary × Table amount × Excess rate

  • Pay-period salary × Table amount × Excess rate

  • Monthly salary × Table amount × Excess rate

  • Life insurance salary × Table amount × Excess rate

  • 2nd life insurance salary × Table amount × Excess rate

Amounts:

Hours

Gross Amount

Flat Dollar

You can perform various calculations against an employee pay rate, hours, and gross wages. These calculations include:

  • Average hourly rate.

  • Range from the detail area of the table.

Miscellaneous:

Pay-Period Number

Variable Months

Excess Life Insurance

You can use various tables, depending on:

  • Pay-period number for the month.

  • Number of months of history to use as a basis.

  • Group term life insurance premiums.

Based on Pay-Period Salary

This table lists calculations based on pay-period salary:

Table Method

Lower/Upper Ranges Represent

Calculation

Method

EA

Pay-Period Salary

Table amount × amount or rate retrieved from one of the 3 DBA files associated with the employee

1

EB

Employee Age in Years

Employee pay-period salary × the amount or rate associated with the employee × Table amount

3

ED

Pay-Period Salary

Table amount equals the actual amount of the DBA

1

EH

Pay-Period Salary

The number of hours worked by the employee × Table amount or rate

1

EP

Pay-Period Salary

Employee gross earnings for the current period × Table amount or rate

1

EQ

Pay-Period Salary

Employee pay-period salary × the amount or rate associated with the employee

Result rounded down to the next 1000 × Table amount or rate

1

ER

Pay-Period Salary

Employee pay-period salary × the amount or rate associated with the employee

Result rounded up to the next 1000 × Table amount or rate

1

ES

Employee Age in Years

Employee pay-period salary × the amount or rate associated with the employee

Result rounded up to the next 1000 × Table amount or rate

3 or 9

ET

Employee Age in Years

Employee pay-period salary × the amount or rate associated with the employee

Result rounded down to the next 1000 × Table amount or rate

3 or 9

EY

Employee Age in Years

Employee pay-period salary × the amount or rate associated with the employee

Result rounded down to the next 1000 × Table amount or rate

The system does not calculate a DBA amount

3 or 9

EZ

Employee Age in Years

Employee pay-period salary × the amount or rate associated with the employee

Result rounded up to the next 1000 ÷ 1000

3 or 9

E%

Employee Age or Pay-Period Salary

Employee pay-period salary × Table amount or rate × Excess rate in the table

3, 9, or 1

Based on Monthly Salary

This table lists based on monthly salary calculations:

Table Method

Lower/Upper Ranges Represent

Calculation

Method

NA

Monthly Salary

Table amount × amount or rate retrieved from one of the 3 DBA files associated with the employee

1

NB

Employee Age in Years

Employee monthly salary × amount or rate associated with the employee × Table amount

3

ND

Monthly Salary

Table amount equals the actual amount of the DBA

1

NH

Monthly Salary

Number of hours worked by the employee × Table amount or rate

1

NP

Monthly Salary

Employee gross earnings for the current period × Table amount or rate

1

NQ

Monthly Salary

Employee monthly salary × amount or rate associated with the employee

Result rounded down to the next 1000 × Table amount or rate

1

NR

Monthly Salary

Employee monthly salary × amount or rate associated with the employee

Result rounded up to the next 1000 × Table amount or rate

1

NS

Employee Age in Years

Employee monthly salary × amount or rate associated with the employee

Result rounded up to the next 1000 × Table amount or rate

3 or 9

NT

Employee Age in Years

Employee monthly salary × amount or rate associated with the employee

Result rounded down to the next 1000 × Table amount or rate

3 or 9

NY

Employee Age in Years

Employee monthly salary × amount or rate associated with the employee

Result rounded down to the next 1000 ÷ 1000

The system does not calculate a DBA amount.

3 or 9

NZ

Employee Age in Years

Employee monthly salary × the amount or rate associated with the employee

Result rounded up to the next 1000 ÷ 1000

3 or 9

N%

Employee Age or Monthly Salary

Employee monthly salary × Table amount or rate × Excess rate in the table

3, 9, or 1

Based on Annual Salary

This table lists based on annual salary calculations:

Table Method

Lower/Upper Ranges Represent

Calculation

Method

AA

Annual Salary

Table amount × amount or rate retrieved from one of the 3 DBA files associated with the employee

1

AB

Employee Age in Years

Employee annual salary × amount or rate associated with the employee × Table amount

3

AD

Annual Salary

Table amount equals the actual amount of the DBA.

1

AH

Annual Salary

Number of hours worked by the employee × Table amount or rate

1

AP

Annual Salary

Employee gross earnings for the current period × Table amount or rate

1

AQ

Annual Salary

Employee annual salary × amount or rate associated with the employee

Result rounded down to the next 1000 × Table amount or rate

1

AR

Annual Salary

Employee annual salary × amount or rate associated with the employee

Result rounded up to the next 1000 × Table amount or rate

1

AS

Employee Age in Years

Employee annual salary × amount or rate associated with the employee

Result rounded up to the next 1000 × Table amount or rate

3 or 9

AT

Employee Age in Years

Employee annual salary × amount or rate associated with the employee

Result rounded down to the next 1000 × Table amount or rate

3 or 9

AY

Employee Age in Years

Employee annual salary × amount or rate associated with the employee

Result rounded down to the next 1000 ÷ 1000

The system does not calculate a DBA amount.

3 or 9

AZ

Employee Age in Years

Employee annual salary × the amount or rate associated with the employee

Result rounded up to the next 1000 ÷ 1000

3 or 9

A%

Employee Age or Annual Salary

Employee annual salary × Table amount or rate × Excess rate in the table

3, 9, or 1

Based on Life Insurance Salary

This table lists based on life insurance salary calculations:

Table Method

Lower/Upper Ranges Represent

Calculation

Method

IA

Life Insurance Salary

Table amount × amount or rate retrieved from one of the 3 DBA files associated with the employee

1

IB

Employee Age in Years

Employee life insurance salary × amount or rate associated with the employee × Table amount

3

ID

Life Insurance Salary

Table amount equals the actual amount of the DBA.

1

IH

Life Insurance Salary

Number of hours worked by the employee × Table amount or rate

1

IP

Life Insurance Salary

Employee gross earnings for the current period × Table amount or rate

1

IQ

Life Insurance Salary

Employee life insurance salary × amount or rate associated with the employee

Result rounded down to the next 1000 × Table amount or rate

1

IR

Life Insurance Salary

Employee life insurance salary × amount or rate associated with the employee

Result rounded up to the next 1000 × Table amount or rate

1

IS

Employee Age in Years

Employee life insurance salary × amount or rate associated with the employee

Result rounded up to the next 1000 × Table amount or rate

3 or 9

IT

Employee Age in Years

Employee life insurance salary × amount or rate associated with the employee

Result rounded down to the next 1000 × Table amount or rate

3 or 9

IY

Employee Age in Years

Employee life insurance salary × amount or rate associated with the employee

Result rounded down to the next 1000 ÷ 1000

The system does not calculate a DBA amount.

3 or 9

IZ

Employee Age in Years

Employee life insurance salary × the amount or rate associated with the employee

Result rounded up to the next 1000 ÷ 1000

3 or 9

I%

Employee Age or Life Insurance Salary

Employee life insurance salary × Table amount or rate × Excess rate in the table.

3, 9, or 1

SL

Note. Customers upgrading to 9.0 from a previous release who plan to use the spouse life insurance calculation will need to manually add the SL table method.

See Setting Up Table Method DBAs.

Spouse's Age in Years

Spouse life insurance amount × the amount or rate associated with the employee. Result rounded up to the next 1000 ÷ 1000 × table amount or rate.

3 or 9

Based on Second Life Insurance Salary

This table lists based on second life insurance salary calculations:

Table Method

Lower/Upper Ranges Represent

Calculation

Method

FA

2nd Life Insurance Salary

Table amount × amount or rate retrieved from one of the 3 DBA files associated with the employee

1

FB

Employee Age in Years

Employee 2nd life insurance salary × amount or rate associated with the employee × Table amount

3

FD

2nd Life Insurance Salary

Table amount equals the actual amount of the DBA.

1

FH

2nd Life Insurance Salary

Number of hours worked by the employee × Table amount or rate

1

FP

2nd Life Insurance Salary

Employee gross earnings for the current period × Table amount or rate

1

FQ

2nd Life Insurance Salary

Employee 2nd life insurance salary × amount or rate associated with the employee

Result rounded down to the next 1000 × Table amount or rate

1

FR

2nd Life Insurance Salary

Employee 2nd life insurance salary × amount or rate associated with the employee

Result rounded up to the next 1000 × Table amount or rate

1

FS

Employee Age in Years

Employee 2nd life insurance salary × amount or rate associated with the employee

Result rounded up to the next 1000 × Table amount or rate

3 or 9

FT

Employee Age in Years

Employee 2nd life insurance salary × amount or rate associated with the employee

Result rounded down to the next 1000 × Table amount or rate

3 or 9

FY

Employee Age in Years

Employee 2nd life insurance salary × amount or rate associated with the employee

Result rounded down to the next 1000 ÷ 1000

The system does not calculate a DBA amount.

3 or 9

FZ

Employee Age in Years

Employee 2nd life insurance salary × the amount or rate associated with the employee

Result rounded up to the next 1000 ÷ 1000

3 or 9

F%

Employee Age or 2nd Life Insurance Salary

Employee 2nd life insurance salary × Table amount or rate × Excess rate in the table

3, 9, or 1

Based on Leave-of-Absence Date

This table lists based on leave-of-absence date calculations:

Table Method

Lower/Upper Ranges Represent

Calculation

Method

LA

Months of Service from Leave of Absence

Table amount × amount or rate retrieved from one of the 3 DBA files associated with the employee

2

LB

Months of Service from Leave of Absence

Table amount × amount or rate associated with the employee

This method generates no dollars, only hours.

2

LH

Months of Service from Leave of Absence

Table amount × Number of hours worked equaling hours to accrue × Employee hourly rate for the DBA amount

2

LI

Months of Service from Leave of Absence

Table amount × Number of hours worked equaling hours to accrue × Employee hourly rate for the DBA amount

2

LR

Months of Service from Leave of Absence

Table amount × Number of hours worked equaling the DBA amount

2

L$

Months of Service from Leave of Absence

Table amount equals the actual amount of the DBA.

2

L%

Months of Service from Leave of Absence

Employee gross earnings × Table rate percentage

2

L1

Months of Service from Leave of Absence

Employee annual salary × Table amount or rate × Excess rate

2

L2

Months of Service from Leave of Absence

Employee pay-period salary × Table amount or rate × Excess rate in the table

2

L3

Months of Service from Leave of Absence

Employee monthly salary × Table amount or rate × Excess rate in the table

2

L4

Months of Service from Leave of Absence

Employee life insurance salary × Table amount or rate × Excess rate in the table

2

L5

Months of Service from Leave of Absence

Employee 2nd life insurance salary × Table amount or rate × Excess rate in the table

2

Based on Original Hire Date

This table lists based on original hire date calculations:

Table Method

Lower/Upper Ranges Represent

Calculation

Method

OA

Months of Service from Original Hire Date

Table amount × amount or rate retrieved from one of the 3 DBA files associated with the employee

2

OB

Months of Service from Original Hire Date

Table amount × amount or rate associated with the employee

This method generates no dollars, only hours.

2

OH

Months of Service from Original Hire Date

Table amount × Number of hours worked equaling hours to accrue × Employee hourly rate for the DBA amount

2

OI

Months of Service from Original Hire Date

Table amount × Number of hours worked equaling hours to accrue × Employee hourly rate for the DBA amount

2

OR

Months of Service from Original Hire Date

Table amount × Number of hours worked equaling the DBA amount

2

O$

Months of Service from Original Hire Date

Table amount equals the actual amount of the DBA.

2

O%

Months of Service from Original Hire Date

Employee gross earnings × Table rate percentage

2

O1

Months of Service from Original Hire Date

Employee annual salary × Table amount or rate × Excess rate

2

O2

Months of Service from Original Hire Date

Employee pay-period salary × Table amount or rate × Excess rate in the table

2

O3

Months of Service from Original Hire Date

Employee monthly salary × Table amount or rate × Excess rate in the table

2

O4

Months of Service from Original Hire Date

Employee life insurance salary × Table amount or rate × Excess rate in the table

2

O5

Months of Service from Original Hire Date

Employee 2nd life insurance salary × Table amount or rate × Excess rate in the table

2

Based on Participation Date

This table lists based on participation date calculations:

Table Method

Lower/Upper Ranges Represent

Calculation

Method

PA

Months of Service from Participation Date

Table amount × amount or rate retrieved from one of the 3 DBA files associated with the employee

2

PB

Months of Service from Participation Date

Table amount × amount or rate associated with the employee

This method generates no dollars, only hours.

2

PH

Months of Service from Participation Date

Table amount × Number of hours worked equaling hours to accrue × Employee hourly rate for the DBA amount

2

PI

Months of Service from Participation Date

Table amount × Number of hours worked equaling hours to accrue × Employee hourly rate for the DBA amount

2

PR

Months of Service from Participation Date

Table amount × Number of hours worked equaling the DBA amount

2

P$

Months of Service from Participation Date

Table amount equals the actual amount of the DBA.

2

P%

Months of Service from Participation Date

Employee gross earnings × Table rate percentage

2

P1

Months of Service from Participation Date

Employee annual salary × Table amount or rate × Excess rate

2

P2

Months of Service from Participation Date

Employee pay-period salary × Table amount or rate × Excess rate in the table

2

P3

Months of Service from Participation Date

Employee monthly salary × Table amount or rate × Excess rate in the table

2

P4

Months of Service from Participation Date

Employee life insurance salary × Table amount or rate × Excess rate in the table

2

P5

Months of Service from Participation Date

Employee 2nd life insurance salary × Table amount or rate × Excess rate in the table

2

Based on Start Date

This table lists based on start date calculations:

Table Method

Lower/Upper Ranges Represent

Calculation

Method

SA

Months of Service from Start Date

Table amount × amount or rate retrieved from one of the 3 DBA files associated with the employee

2

SB

Months of Service from Start Date

Table amount × amount or rate associated with the employee

This method generates no dollars, only hours.

2

SH

Months of Service from Start Date

Table amount × Number of hours worked equaling hours to accrue × Employee hourly rate for the DBA amount

2

SI

Months of Service from Start Date

Table amount × Number of hours worked equaling hours to accrue × Employee hourly rate for the DBA amount

2

SR

Months of Service from Start Date

Table amount × Number of hours worked equaling the DBA amount

2

S$

Months of Service from Start Date

Table amount equals the actual amount of the DBA.

2

S%

Months of Service from Start Date

Employee gross earnings × Table rate percentage

2

S1

Months of Service from Start Date

Employee annual salary × Table amount or rate × Excess rate

2

S2

Months of Service from Start Date

Employee pay-period salary × Table amount or rate × Excess rate in the table.

2

S3

Months of Service from Start Date

Employee monthly salary × Table amount or rate × Excess rate in the table

2

S4

Months of Service from Start Date

Employee life insurance salary × Table amount or rate × Excess rate in the table

2

S5

Months of Service from Start Date

Employee 2nd life insurance salary × Table amount or rate × Excess rate in the table

2

Based on Hours Worked

This table lists based on hours worked calculations:

Table Method

Lower/Upper Ranges Represent

Calculation

Method

HA

Hours Worked

Employee total wages ÷ Employee total hours × Table amount or rate

4

HD

Inception to Date Hours Worked

Table amount equals the actual amount of the DBA.

4

HP

Inception to Date Hours Worked

Employee hours worked during the current period × Table rate

4

H1

Hours Worked

Table amount equals the number of hours that the DBA is based on.

4

Based on Gross Amount

This table lists based on gross amount calculations:

Table Method

Lower/Upper Ranges Represent

Calculation

Method

GA

Gross Amount

Amount or rate associated with the employee × Table amount

8

GD

Gross Amount

Table amount equals the actual amount of the DBA.

8

GH

Gross Amount

Hours worked × Table amount

8

GP

Gross Amount

Amount of employee gross earnings × Table rate

8

G%

Gross Amount

Amount of employee gross earnings × Table rate

3

G@

Gross Amount

Amount of employee gross earnings × Table rate

8

Based on Flat Dollar Amount

This table lists based on flat dollar amount calculations:

Table Method

Lower/Upper Ranges Represent

Calculation

Method

DD

Hours Worked

If possible, use the amount in the table. If employee worked fewer hours, do one of these:

Calculate days worked

Days worked × Rate in the detail area

4

DH

Hours Worked

If possible, use the amount in the table. If employee worked fewer hours, use Actual hours worked × Rate in the detail area.

4

DL

Employee Age in Years

Table amount equals the actual amount of the DBA.

3 or 9

DP

Pieces Produced

If possible, use amount in table. If employee produced fewer pieces, use Actual pieces produced × Rate in the detail area.

5

Based on Pay-Period Number

This table lists based on pay-period number calculations:

Table Method

Lower/Upper Ranges Represent

Calculation

Method

WD

Pay-Period Number (1-5)

Days worked (based on number of timecard records) × Table amount or rate

0

WH

Pay-Period Number (1-5)

Hours worked × Table amount or rate

0

WP

Pay-Period Number (1-5)

Pieces produced × Table amount or rate.

0

W$

Pay-Period Number (1-5)

Table amount equals the actual amount of the DBA.

0

W%

Pay-Period Number (1-5)

Gross earnings × Table amount or rate

0

Based on Variable Months

This table lists based on variable months calculations:

Table Method

Lower/Upper Ranges Represent

Calculation

Method

MH

Variable Months

The table is a one-line entry indicating how many months back to look at history.

Accumulated hours worked for the number of months specified in the table × Table rate.

6

MI

Variable Months

The table is a one-line entry indicating how many months back to look at history.

Accumulated hours worked for the number of months specified in the table rounded up to the next whole hour × Table rate.

6

MJ

Variable Months

The table is a one-line entry indicating how many months back to look at history.

Accumulated hours worked for the number of months specified in the table rounded down to the next whole hour × Table rate.

6

MP

Variable Months

The table is a one-line entry indicating how many months back to look at history.

Accumulated gross earnings for the number of months specified × Table rate.

6

MR

Variable Months

The table is a one-line entry indicating how many months back to look at history.

Accumulated pieces produced for the number of months specified × Table rate.

6

Based on Excess Life Insurance

This table lists based on excess life insurance calculations:

Table Method

Lower/Upper Ranges Represent

Calculation

Method

XL

Employee Age in Years

The maximum amount for data dictionary item #XL1-Hours basis.

Remainder × Table amount

3 or 9

XC

Employee Age in Years

The maximum amount for data dictionary item #XLC-Hours basis.

Remainder × Table amount

3 or 9

Example: Calculation Table Based on Months of Service

When you set up a calculation table based on months of service, the system uses only whole numbers for the lower and upper limits:

Calculation Table form

For example, the system reads the limits above as:

The system considers the months between the specified date and the payroll date, not the number of days. The system does not convert number of days to months. For example, the system would calculate months of service as follows:

Example: Calculation Table Based on Periods Worked

You might want to set up a calculation table based on different amounts based on pay periods worked. For example, you might want to split a 75.00 per month health insurance premium between two pay periods.

This list shows the information to enter on each line of the calculation table:

Line

Information

Line one for the first pay period

Lower Limit: 1

Upper Limit: 1

Amount/Rate: 40

Line two for the second pay period

Lower Limit: 2

Upper Limit: 2

Amount/Rate: 35

Based on this calculation, the system deducts 40.00 in the first pay period and 35.00 in the second pay period.