This appendix contains the following topics:
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:
|
Employee Age: | Based on the employee age, you can perform one of these calculations:
|
Dates:
Leave of Absence Original Hire Participation Start |
For each date, you can perform one of these calculations:
|
Amounts:
Hours Gross Amount Flat Dollar |
You can perform various calculations against an employee pay rate, hours, and gross wages. These calculations include:
|
Miscellaneous:
Pay-Period Number Variable Months Retirement Employer Match (Release 9.1 Update) Excess Life Insurance |
You can use various tables, depending on:
|
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 |
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 |
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 |
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. |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
This table lists based on the employee retirement contribution calculations:
Table Method | Lower/Upper Ranges Represent | Calculation | Method |
---|---|---|---|
R1 | Employee contributions based on % of basis gross pay | The amount/rate represents the employer matching %
Each range up to the employee's total % contribution is used for the tiered calculation |
M |
R2 | Employee contribution in dollars | The amount/rate represents the employer matching %
Each range up to the employee's total $ contribution is used for the tiered calculation |
M |
R3 | Employee contributions based on % of basis gross pay | The amount/rate represents the flat $ employer match
Each range up to the employee's total % contribution is used for the tiered calculation |
M |
R4 | Employee contribution in dollars | The amount/rate represents the flat $ employer match
Each range up to the employee's total $ contribution is used for the tiered calculation |
M |
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 |
When you set up a calculation table based on months of service, the system uses only whole numbers for the lower and upper limits:
For example, the system reads the limits above as:
0 to 5
6 to 11
12 to 35
354 to 9,999,999
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:
Start Date = January 15 and Pay Date = January 31
The system calculates one month of service. The employee started in January and was paid in January.
Start Date = January 15 and Pay Date = February 15
The system calculates two months of service. The employee started in January and was paid in February.
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.