Planners use data form Smart Lists to work with employee data.
Table 14. Predefined Smart Lists
Smart List | Associated Account Member | Used in Member Formulas |
|---|---|---|
EmployeeType | Employee Type | Bonus Basis, Rec. Bonus %, Regular FTE, Regular Headcount, Departed Headcount, Contractor FTE, Health Care Costs, Contractor Headcount, LOA Headcount, Temporary FTE, Other FTE, Maternity Headcount, Temporary Headcount, On Sabbatical Headcount, Other Headcount |
FT_PT | FT/PT | FT/PT |
HealthPlan | Health Plan | Health Care Costs |
Month | Start Month | Merit Adjustment % Cum |
PayType | Pay Type | Annual Overtime, Annual Salary |
Performance | Performance | Rec. Merit %, Rec. Bonus % |
Position | Position | Assistant, Manager, Supervisor, Director, VP |
SalaryBasis | Salary Basis | Differential %, Annual Overtime, Annual Salary, Target Rate, FT/PT |
Status | Status | Salary, Regular FTE, Regular Headcount, Departed Headcount, Contractor FTE, Contractor Headcount, LOA Headcount, Temporary FTE, Other FTE, Maternity Headcount, Temporary Headcount, On Sabbatical Headcount, Other Headcount, Status |
TaxRegion | Tax Region | Social Security Tax, Medicare, SUI, FUTA |