Defining Compensation Rates and Rules-Driven Component Defaulting

This chapter provides an overview of rules-driven pay component defaulting and discusses how to:

Click to jump to parent topicUnderstanding Rules-Driven Component Defaulting

This section discusses rules-driven component defaulting.

You can use rules-driven component defaulting to create flexible defaulting rules for rate codes. This feature enables you to specify default values to use based on certain criteria, such as field values. For example, you can base workers' compensation on their locations.

To set up component defaulting rules:

  1. On the Defaulting Options page, select the job data fields that affect compensation in your organization and that you want to have available for use in pay component defaulting rules.

  2. In the Rate Code Defaulting Rules component, define pay component defaulting rules by indicating the field values that should result in a rate code change in a worker's compensation package.

For example, you want to set up a rule that bases the default compensation values on a worker's salary plan and location. To do this:

  1. On the Defaulting Options page: Select the Location and Salary Plan fields.

  2. In the Rate Code Defaulting Rules component:

    1. Define the rule.

    2. Indicate the location and salary plan values that trigger pay component defaulting

    3. Indicate which new rate codes apply.

    4. Save the rule.

  3. If the status is set to Active, component defaulting is now in effect.

  4. In the Job Data component: Search for the worker and click the Default Pay Components button.

    The system will use the defaulting rules to add new pay components to the worker's compensation record or update the values of existing pay components to the default values.

Note. Since component defaulting is now in effect whenever a worker's job data is changed (such as the salary plan or location), the system will apply these rules.

You can also use the Refresh Employee Compensation process to set the default values for the compensation packages of a defined worker group. When you trigger the component defaulting process, the system updates the compensation record of any worker who meets the criteria established in the defaulting rule.

Rules-driven component defaulting is optional; job code and salary step component defaulting may be sufficient to meet your business requirements. In the Rate Code Defaulting Rules component, you can also view rate code defaulting rules with a rate code source of job code or salary step. However, you must use the Job Code and Salary Grade components to edit them.

Click to jump to parent topicDefining Compensation Rates for Workers

Use the CI_JOB_CODE_TBL and SALARY_GRADE_TBL component interfaces to load the data into the tables for these component interfaces.

After you define rate codes (and optional categories such as rate code classes and groups), you can define compensation rates for workers. Defining worker compensation is fully documented in other HRMS PeopleBooks, as shown in the table below.

Overview of Steps for Defining Rates of Pay

Associate rate codes with:

On the:

Salary steps

Salary Grade Table - Salary Step Components page

Job codes

Job Code Table - Default Compensation and Non-Base Compensation pages

Positions (using the job codes you assign to them)

Position Data component - Description page

Employee records

Job Data component - Compensation page

See Also

Associating Salary Plan Information and Base Pay Rate Codes with a Job Code

Creating Positions

Increasing the Workforce

Click to jump to parent topicDefining Rules-Driven Component Defaulting

This section lists the pages used to define rules-drive component defaulting and discusses how to:

Click to jump to top of pageClick to jump to parent topicPages Used to Define Rules-Driven Component Defaulting

Page Name

Definition Name

Navigation

Usage

Rate Code Defaulting Options

CMP_DFLT_OPTIONS

Set Up HRMS, Foundation Tables, Compensation Rules, Rate Code Rate Code Defaulting Options, Rate Code Defaulting Options

Specify which Job record fields are available to component defaulting rules.

Definition

CMP_RULE_DEFN

Set Up HRMS, Foundation Tables, Compensation Rules, Rate Code Defaulting Rules, Definition

Define component defaulting rule header information.

Criteria

CMP_RULE_CRITERIA

Set Up HRMS, Foundation Tables, Compensation Rules, Rate Code Defaulting Rules, Criteria

Create and modify criteria for component defaulting rules.

Values

CMP_RULE_VALUES

Set Up HRMS, Foundation Tables, Compensation Rules, Rate Code Defaulting Rules, Values

Specify the values that the fields and operators you selected on the Criteria page should act on.

Rate Codes

CMP_RULE_RATECD

Set Up HRMS, Foundation Tables, Compensation Rules, Rate Code Defaulting Rules, Rate Codes

Assign rate codes to the component defaulting rules.

Rate Code

WCS_RTCD_DETAILS

Click Details on the Rate Codes page.

View additional information about the compensation rate code.

Click to jump to top of pageClick to jump to parent topicSpecifying Fields That Should Be Available When Defining Component Defaulting Rules

Access the Rate Code Defaulting Options page (Set Up HRMS, Foundation Tables, Compensation Rules, Rate Code Defaulting Options, Rate Code Defaulting Options).

Defaulting Rules Options

Field Name and Field Label

Select the field name that you want to have available for use as criteria for component defaulting rules. After you select a field name, its description appears in Field Label; you can change this description.

Edit Table

Select the field's edit table—that is, the table from which the field is prompted.

Prerequisite Fields

Required for Prompt and Field Label

Select the field that prompts for the defaulting rules fields, if required. If you select a field in Required for Prompt, you must select its value on the Values page.

For example, if the defaulting rules field is Department, select SETID. (Before you can select a department, you must select the department's setID.) The appropriate values appear in Field Label and Equivalent Record Field when you select the Required for Prompt field. You must then access the Values page to select the department's value (based on its setID).

Equivalent Record Field

Select the Required for Prompt field's Job equivalent. For example, the Job equivalent of SETID is SETID_DEPT.

Sometimes the equivalent field is the same as the Required for Prompt field, or there is no equivalent field. If there is no equivalent field, leave this field blank.

Click to jump to top of pageClick to jump to parent topicDefining Component Defaulting Rules

Access the Definition page (Set Up HRMS, Foundation Tables, Compensation Rules, Rate Code Defaulting Rules, Definition).

Enter a description of the component defaulting rule. All defaulting rules created directly in this component will have the rate code source Combination Rule. You can also view defaulting rules with other rate code sources, such as job code or salary step. Those rules are automatically created when you set up default pay components on those pages.

Click to jump to top of pageClick to jump to parent topicCreating Component Defaulting Rules Criteria

Access the Criteria page (Set Up HRMS, Foundation Tables, Compensation Rules, Rate Code Defaulting Rules, Criteria).

Record, Field Name, and Edit Table

Select the record and the name of the field whose value will trigger this rule. The system displays the field's edit table.

SQL Operator

Select the Structured Query Language (SQL) operator that defines the relationship of the rule to the field values that you select on the Values page. For example, select Equals if you want the rule to act only on workers who have the field value specified on the Values page.

Click to jump to top of pageClick to jump to parent topicAssociating Values with Component Defaulting Rules Criteria

Access the Values page (Set Up HRMS, Foundation Tables, Compensation Rules, Rate Code Defaulting Rules, Values).

prompt field and Value (on this sample page, the prompt field is labeled SetID)

If a prompt is required for the Value field (that is, Required for Prompt is specified on the Defaulting Options page), select the appropriate prompt value here. For example, select the department's setID in the prompt field and then select the department in the Value field. (You must first use the Defaulting Options page to select department as Field Name and setID as the Required for Prompt field.)

Click to jump to top of pageClick to jump to parent topicAssigning Rate Codes to Component Defaulting Rules

Access the Rate Codes page (Set Up HRMS, Foundation Tables, Compensation Rules, Rate Code Defaulting Rules, Rate Codes).

Rate Code

Select the rate code to be used as the default for this defaulting rule.

Details

Click to access the Rate Code page and view additional information about the compensation rate code. If there is a rate matrix associated with the rate code, you can also view the matrix from this page.

Comp Rate (compensation rate)

Enter the compensation rate for this defaulting rate code rule.

If the rate code type is Flat Amount, Hourly Rate, or Hourly Rate + Flat Amount, enter a compensation rate for the rate code.

Note. This field is unavailable if you are using a rate code that has an associated rate matrix. In that case, the compensation rate is determined dynamically based on the rate matrix and will be updated directly on the worker's job compensation record when the defaulting rule is triggered.