This appendix contains these topics:
Section C.4, "Based or Calculated on Life Insurance Salary,"
Section C.5, "Based or Calculated on Second Life Insurance Salary,"
Section C.6, "Based or Calculated on Spousal Life Insurance Coverage,"
Section C.7, "Based or Calculated on Leave of Absence Date,"
Section C.16, "Based or Calculated on Excess Life Insurance,"
Section C.17, "Example: Calculation Table Based on Months of Service,"
Section C.18, "Example: Calculation Table Based on Periods Worked."
There are five general, arbitrary categories that are distinguishable by what the DBA method is based on.
Category | Available Calculations |
---|---|
Salary Amounts:
Pay Period Monthly Annual Life Insurance 2nd Life Insurance |
For each of the salary figures, you can perform one of the following calculations:
Table amount x Employee rate Salary x Employee rate x Table amount Use the table amount as the actual DBA amount Hours worked x Table amount Gross earnings x Table amount Salary x Employee rate Result rounded down x Table amount Salary x Employee rate Result rounded up x Table amount Salary x Table amount x Excess rate |
Employee's Age: | Based on the employee's age, you can perform one of the following calculations:
Salary x Employee rate x Table amount Salary x Employee rate Result rounded down x Table amount Salary x Employee rate Result rounded up x Table amount Salary x Employee rate Result rounded down / 1000 Salary x Employee rate Result rounded up / 1000 Salary x Table amount x Excess rate |
Dates:
Leave of Absence Original Hire Participation Start |
For each of the dates, you can perform one of the following calculations:
Table amount x Employee rate Table amount x Employee rate (calculates hours only) Table amount x Hours worked (can optionally calculate Rate x Hours) Table amount x Hours worked (calculates hours only) Table amount x Hours worked Use the table amount as the actual DBA amount Table amount x Gross earnings Annual salary x Table amount x Excess rate Pay period salary x Table amount x Excess rate Monthly salary x Table amount x Excess rate Life insurance salary x Table amount x Excess rate 2nd life insurance salary x Table amount x Excess rate |
Amounts:
Hours Gross Amounts Flat Dollar |
You can perform various calculations against an employee's rate, hours, and gross wages. These include:
Average hourly rate Rate from the fold area of the table |
Miscellaneous:
Pay Period Number Variable Months Excess Life Insurance |
You can use various tables depending on the following:
Pay period number for the month Number of months of history to use as a basis Group term life insurance premiums |
Table Method | Lower/Upper Ranges Represent | Calculation | Method |
---|---|---|---|
EA | Pay Period Salary | Table amount x amount or rate retrieved from one of the 3 DBA files associated with the employee. | 1 |
EB | Employee's Age in Years | Employee's pay period salary x the amount or rate associated with the employee x 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 x Table amount or rate. | 1 |
EP | Pay Period Salary | Employee's gross earnings for the current period x Table amount or rate. | 1 |
EQ | Pay Period Salary | Employee's pay period salary x the amount or rate associated with the employee. Result rounded down to the next 1000 x Table amount or rate. | 1 |
ER | Pay Period Salary | Employee's pay period salary x the amount or rate associated with the employee. Result rounded up to the next 1000 x Table amount or rate. | 1 |
ES | Employee's Age in Years | Employee's pay period salary x the amount or rate associated with the employee. Result rounded up to the next 1000 x Table amount or rate. | 3 or 9 |
ET | Employee's Age in Years | Employee's pay period salary x the amount or rate associated with the employee. Result rounded down to the next 1000 x Table amount or rate. | 3 or 9 |
EY | Employee's Age in Years | Employee's pay period salary x the amount or rate associated with the employee. Result rounded down to the next 1000 x Table amount or rate. The system does not calculate a DBA amount. | 3 or 9 |
EZ | Employee's Age in Years | Employee's pay period salary x by the amount or rate associated with the employee. Result rounded up to the next 1000 / 1000. | 3 or 9 |
E% | Employee's Age or Pay Period Salary | Employee's pay period salary x Table amount or rate x Excess rate in the table. | 3, 9, or 1 |
Table Method | Lower/Upper Ranges Represent | Calculation | Method |
---|---|---|---|
NA | Monthly Salary | Table amount x amount or rate retrieved from one of the 3 DBA files associated with the employee. | 1 |
NB | Employee's Age in Years | Employee's monthly salary x amount or rate associated with the employee x 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 x Table amount or rate. | 1 |
NP | Monthly Salary | Employee's gross earnings for the current period x Table amount or rate. | 1 |
NQ | Monthly Salary | Employee's monthly salary x amount or rate associated with the employee. Result rounded down to the next 1000 x by the Table amount or rate. | 1 |
NR | Monthly Salary | Employee's monthly salary x amount or rate associated with the employee. Result rounded up to the next 1000 x by the Table amount or rate. | 1 |
NS | Employee's Age in Years | Employee's monthly salary x amount or rate associated with the employee. Result rounded up to the next 1000 x by the Table amount or rate. | 3 or 9 |
NT | Employee's Age in Years | Employee's monthly salary x amount or rate associated with the employee. Result rounded down to the next 1000 x by the Table amount or rate. | 3 or 9 |
NY | Employee's Age in Years | Employee's monthly salary x amount or rage 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's Age in Years | Employee's monthly salary x by the amount or rate associated with the employee. Result rounded up to the next 1000 / 1000. | 3 or 9 |
N% | Employee's Age or Monthly Salary | Employee's monthly salary x Table amount or rate x Excess rate in the table. | 3, 9, or 1 |
Table Method | Lower/Upper Ranges Represent | Calculation | Method |
---|---|---|---|
AA | Annual Salary | Table amount x amount or rate retrieved from one of the 3 DBA files associated with the employee. | 1 |
AB | Employee's Age in Years | Employee's annual salary x amount or rate associated with the employee x 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 x Table amount or rate. | 1 |
AP | Annual Salary | Employee's gross earnings for the current period x Table amount or rate. | 1 |
AQ | Annual Salary | Employee's annual salary x amount or rate associated with the employee. Result rounded down to the next 1000 x by the Table amount or rate. | 1 |
AR | Annual Salary | Employee's annual salary x amount or rate associated with the employee. Result rounded up to the next 1000 x by the Table amount or rate. | 1 |
AS | Employee's Age in Years | Employee's annual salary x amount or rate associated with the employee. Result rounded up to the next 1000 x by the Table amount or rate. | 3 or 9 |
AT | Employee's Age in Years | Employee's annual salary x amount or rate associated with the employee. Result rounded down to the next 1000 x by the Table amount or rate. | 3 or 9 |
AY | Employee's Age in Years | Employee's annual salary x amount or rage 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's Age in Years | Employee's annual salary x by the amount or rate associated with the employee. Result rounded up to the next 1000 / 1000. | 3 or 9 |
A% | Employee's Age or Annual Salary | Employee's annual salary x Table amount or rate x Excess rate in the table. | 3, 9, or 1 |
Table Method | Lower/Upper Ranges Represent | Calculation | Method |
---|---|---|---|
IA | Life Insurance Salary | Table amount x amount or rate retrieved from one of the 3 DBA files associated with the employee. | 1 |
IB | Employee's Age in Years | Employee's life insurance salary x amount or rate associated with the employee x 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 x Table amount or rate | 1 |
IP | Life Insurance Salary | Employee's gross earnings for the current period x Table amount or rate. | 1 |
IQ | Life Insurance Salary | Employee's life insurance salary x amount or rate associated with the employee. Result rounded down to the next 1000 x by the Table amount or rate. | 1 |
IR | Life Insurance Salary | Employee's life insurance salary x amount or rate associated with the employee. Result rounded up to the next 1000 x by the Table amount or rate. | 1 |
IS | Employee's Age in Years | Employee's life insurance salary x amount or rate associated with the employee. Result rounded up to the next 1000 x by the Table amount or rate. | 3 or 9 |
IT | Employee's Age in Years | Employee's life insurance salary x amount or rate associated with the employee. Result rounded down to the next 1000 x by the Table amount or rate. | 3 or 9 |
IY | Employee's Age in Years | Employee's life insurance salary x amount or rage 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's Age in Years | Employee's life insurance salary x by the amount or rate associated with the employee. Result rounded up to the next 1000 / 1000. | 3 or 9 |
I% | Employee's Age or Life Insurance Salary | Employee's life insurance salary x Table amount or rate x Excess rate in the table. | 3, 9, or 1 |
Table Method | Lower/Upper Ranges Represent | Calculation | Method |
---|---|---|---|
FA | 2nd Life Insurance Salary | Table amount x amount or rate retrieved from one of the 3 DBA files associated with the employee. | 1 |
FB | Employee's Age in Years | Employee's 2nd life insurance salary x amount or rate associated with the employee x 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 x Table amount or rate. | 1 |
FP | 2nd Life Insurance Salary | Employee's gross earnings for the current period x Table amount or rate. | 1 |
FQ | 2nd Life Insurance Salary | Employee's 2nd life insurance salary x amount or rate associated with the employee. Result rounded down to the next 1000 x by the Table amount or rate. | 1 |
FR | 2nd Life Insurance Salary | Employee's 2nd life insurance salary x amount or rate associated with the employee. Result rounded up to the next 1000 x by the Table amount or rate. | 1 |
FS | Employee's Age in Years | Employee's 2nd life insurance salary x amount or rate associated with the employee. Result rounded up to the next 1000 x by the Table amount or rate. | 3 or 9 |
FT | Employee's Age in Years | Employee's 2nd life insurance salary x amount or rate associated with the employee. Result rounded down to the next 1000 x by the Table amount or rate. | 3 or 9 |
FY | Employee's Age in Years | Employee's 2nd life insurance salary x amount or rage 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's Age in Years | Employee's 2nd life insurance salary x by the amount or rate associated with the employee. Result rounded up to the next 1000 / 1000. | 3 or 9 |
F% | Employee's Age or 2nd Life Insurance Salary | Employee's 2nd life insurance salary x Table amount or rate x Excess rate in the table. | 3, 9, or 1 |
Table Method | Lower/Upper Ranges Represent | Calculation | Method |
---|---|---|---|
UB | Spouse's Age in Years | Spouse's life insurance coverage x amount or rate associated with the employee x amount field on the table. | 3, 9, or Z |
UL | Spouse's Age in Years | Amount in the table = actual amount of the DBA (flat dollar amount). | 3, 9, or Z |
US | Spouse's Age in Years | Employee's life insurance coverage x amount or rate associated with the employee. Round the result up to the next 1000 / 1000 x amount or rate in the table. | 3, 9, or Z |
UT | Spouse's Age in Years | Spouse's life insurance coverage x amount or rate associated with the employee. Round the result down to the next 1000 / 1000 x amount/rate in the table. | 3, 9, or Z |
UY | Spouse's Age in Years | Spouse's life insurance coverage is rounded down to the next 1000 / 1000. The results are stored in Hours Worked. The amount is zero. The system does not calculate a DBA amount. | 3, 9, or Z |
UZ | Spouse's Age in Years | Spouse's life insurance coverage is rounded up to the next 1000 / 1000. The results are stored in Hours Worked. The amount is zero. The system does not calculate a DBA amount. | 3, 9, or Z |
U% | Spouse's Age in Years, or the Spouse's Life Insurance Coverage | Spouse's life insurance coverage x amount or rate in the table x Excess rate in the same table. | 3, 9, or Z |
Table Method | Lower/Upper Ranges Represent | Calculation | Method |
---|---|---|---|
LA | Months of Service from Leave of Absence | Table amount x 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 x 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 x Number of hours worked equaling hours to accrue x Employee's hourly rate for the DBA amount. | 2 |
LI | Months of Service from Leave of Absence | Table amount x Number of hours worked equaling hours to accrue x Employee's hourly rate for the DBA amount. | 2 |
LR | Months of Service from Leave of Absence | Table amount x 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's gross earnings x Table rate percentage. | 2 |
L1 | Months of Service from Leave of Absence | Employee's annual salary x Table amount or rate x the Excess rate. | 2 |
L2 | Months of Service from Leave of Absence | Employee's pay period salary x Table amount or rate x Excess rate in the table. | 2 |
L3 | Months of Service from Leave of Absence | Employee's monthly salary x Table amount or rate x Excess rate in the table. | 2 |
L4 | Months of Service from Leave of Absence | Employee's life insurance salary x Table amount or rate x Excess rate in the table. | 2 |
L5 | Months of Service from Leave of Absence | Employee's 2nd life insurance salary x Table amount or rate x Excess rate in the table. | 2 |
Table Method | Lower/Upper Ranges Represent | Calculation | Method |
---|---|---|---|
OA | Months of Service from Original Hire Date | Table amount x 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 x 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 x Number of hours worked equaling hours to accrue x Employee's hourly rate for the DBA amount. | 2 |
OI | Months of Service from Original Hire Date | Table amount x Number of hours worked equaling hours to accrue x Employee's hourly rate for the DBA amount. | 2 |
OR | Months of Service from Original Hire Date | Table amount x 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's gross earnings x Table rate percentage. | 2 |
O1 | Months of Service from Original Hire Date | Employee's annual salary x Table amount or rate x the Excess rate. | 2 |
O2 | Months of Service from Original Hire Date | Employee's pay period salary x Table amount or rate x Excess rate in the table. | 2 |
O3 | Months of Service from Original Hire Date | Employee's monthly salary x Table amount or rate x Excess rate in the table. | 2 |
O4 | Months of Service from Original Hire Date | Employee's life insurance salary x Table amount or rate x Excess rate in the table. | 2 |
O5 | Months of Service from Original Hire Date | Employee's 2nd life insurance salary x Table amount or rate x Excess rate in the table. | 2 |
Table Method | Lower/Upper Ranges Represent | Calculation | Method |
---|---|---|---|
PA | Months of Service from Participation Date | Table amount x 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 x amount or rate associated with the employee. This method generates no dollars, only hours. | 2 |
PH | Months of Service from Participation Date | Table amount x Number of hours worked equaling hours to accrue x Employee's hourly rate for the DBA amount. | 2 |
PI | Months of Service from Participation Date | Table amount x Number of hours worked equaling hours to accrue x Employee's hourly rate for the DBA amount. | 2 |
PR | Months of Service from Participation Date | Table amount x 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's gross earnings x Table rate percentage. | 2 |
P1 | Months of Service from Participation Date | Employee's annual salary x Table amount or rate x the Excess rate. | 2 |
P2 | Months of Service from Participation Date | Employee's pay period salary x Table amount or rate x Excess rate in the table. | 2 |
P3 | Months of Service from Participation Date | Employee's monthly salary x Table amount or rate x Excess rate in the table. | 2 |
P4 | Months of Service from Participation Date | Employee's life insurance salary x Table amount or rate x Excess rate in the table. | 2 |
P5 | Months of Service from Participation Date | Employee's 2nd life insurance salary x Table amount or rate x Excess rate in the table. | 2 |
Table Method | Lower/Upper Ranges Represent | Calculation | Method |
---|---|---|---|
SA | Months of Service from Start Date | Table amount x 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 x amount or rate associated with the employee. This method generates no dollars, only hours. | 2 |
SH | Months of Service from Start Date | Table amount x Number of hours worked equaling hours to accrue x Employee's hourly rate for the DBA amount. | 2 |
SI | Months of Service from Start Date | Table amount x Number of hours worked equaling hours to accrue x Employee's hourly rate for the DBA amount. | 2 |
SR | Months of Service from Start Date | Table amount x 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's gross earnings x Table rate percentage. | 2 |
S1 | Months of Service from Start Date | Employee's annual salary x Table amount or rate x the Excess rate. | 2 |
S2 | Months of Service from Start Date | Employee's pay period salary x Table amount or rate x Excess rate in the table. | 2 |
S3 | Months of Service from Start Date | Employee's monthly salary x Table amount or rate x Excess rate in the table. | 2 |
S4 | Months of Service from Start Date | Employee's life insurance salary x Table amount or rate x Excess rate in the table. | 2 |
S5 | Months of Service from Start Date | Employee's 2nd life insurance salary x Table amount or rate x Excess rate in the table. | 2 |
Table Method | Lower/Upper Ranges Represent | Calculation | Method |
---|---|---|---|
HA | Hours Worked | Employee's total wages / Employee's total hours x 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's hours worked during the current period x Table rate. | 4 |
H1 | Hours Worked | Table amount equals the number of hours that the DBA is based on. | 4 |
Table Method | Lower/Upper Ranges Represent | Calculation | Method |
---|---|---|---|
GA | Gross Amount | Amount or rate associated with the employee x Table amount. | 8 |
GD | Gross Amount | Table amount equals the actual amount of the DBA. | 8 |
GH | Gross Amount | Hours worked x Table amount. | 8 |
GP | Gross Amount | Amount of employee's gross earnings x Table rate. | 8 |
G% | Gross Amount | Amount of employee's gross earnings x Table rate. | 3 |
G@ | Gross Amount | Amount of employee's gross earnings x Table rate. | 8 |
Table Method | Lower/Upper Ranges Represent | Calculation | Method |
---|---|---|---|
DD | Hours Worked | If possible, use the amount in the table. If employee worked fewer hours:
Calculate days worked Days worked x Rate in the detail area |
4 |
DH | Hours Worked | If possible, use the amount in the table. If employee worked fewer hours, Actual hours worked x Rate in the detail area. | 4 |
DL | Employee's 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, Actual pieces produced x Rate in the fold area. | 5 |
Table Method | Lower/Upper Ranges Represent | Calculation | Method |
---|---|---|---|
WD | Pay Period Number (1 - 5) | Days worked (based on number of time card records) x Table amount or rate. | 0 |
WH | Pay Period Number (1 - 5) | Hours worked x Table amount or rate. | 0 |
WP | Pay Period Number (1 - 5) | Pieces produced x Table amount or rate. | |
W$ | Pay Period Number (1 - 5) | Table amount equals the actual amount of the DBA. | |
W% | Pay Period Number (1 - 5) | Gross earnings x Table amount or rate. |
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 x 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 x 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 x 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 x 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 x Table rate. | 6 |
Table Method | Lower/Upper Ranges Represent | Calculation | Method |
---|---|---|---|
XL | Employee's Age in Years | The "maximum amount" for data dictionary item #XL1 - Hours basis. Remainder x Table amount. | 3 or 9 |
XC | Employee's Age in Years | The "maximum amount" for data dictionary item #XLC - Hours basis. Remainder x Table amount. | 3 or 9 |
When you set up a table based on months of service, the system uses only whole numbers for the lower and upper limits.
For example, the system reads the above limits as:
0 to 5.99
6 to 11.99
12 to 83.99
84 to 179.99
180 to 999,999.99
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 = 1/15 and Pay Date = 1/31
The system calculates one month of service. The employee started in January and was paid in January.
Start Date = 1/15 and Pay Date = 2/15
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 a month health insurance premium between two pay periods.
The following list shows the information to enter on each line of the calculation table:
Line | Description |
---|---|
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 the first pay period and 35.00 the second pay period.