Understanding Rules-Driven Component Defaulting

This topic 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.